Todd Burch
14-Year Member
Because they owe it to us.I know it's an irrelevant sorta question, but why would TSLA +3% be at 10X the Nasdaq 0.3% at 09:52 am EST ?
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Because they owe it to us.I know it's an irrelevant sorta question, but why would TSLA +3% be at 10X the Nasdaq 0.3% at 09:52 am EST ?
I'm pretty sure that all Model 3 SRs, even the ones made in Fremont, use the CATL LFP packs now.All current Model 3 Std Rge cars from China use this LFP pack.
Part of this may be the overhang of the Twitter deal falling apart with more articles coming out pointing to it having less probability of completion. That would cause a movement outside of the macro environment to the positive.I know it's an irrelevant sorta question, but why would TSLA +3% be at 10X the Nasdaq 0.3% at 09:52 am EST ?
It's hard to say for sure but we are already lagging the index so maybe some money is coming into the stock (Other stocks don't look at appealing at their levels).I know it's an irrelevant sorta question, but why would TSLA +3% be at 10X the Nasdaq 0.3% at 09:52 am EST ?
I'm pretty sure that all Model 3 SRs, even the ones made in Fremont, use the CATL LFP packs now.
I know it's an irrelevant sorta question, but why would TSLA +3% be at 10X the Nasdaq 0.3% at 09:52 am EST ?
Okay, this cracks me up...
First idea that crossed my (addled) mind would be for whoever is providing the destination charger to offer a "dollar equivalent" of gas or diesel.NC proposes one of US' most anti-EV bills yet--No free EV charging unless free gasoline or diesel is offered too
Rep. Keith Kidwell of North Carolina has proposed what could very well be one of the country’s most anti-EV bills to date. The proposal, titled “Equitable Free Vehicle Fuel Stations,” sets its sights on electric vehicle charging stations. Rep. Kidwell, together with his colleagues, Reps. Ben...www.teslarati.com
So, take the average cost of 1/4, 1/2, 3/4, and full charge and provide a gift card equal to the cost of that amount of electricity, based upon filling the customer's ICE vehicle from the current level of their tank.
This would then be a great advertising tool, showing ICE owners the value of filling a BEV compared to what the cost is for fueling an ICE.
In a perfect world this would be hilarious to watch from a safe distance as the ICE owner gets, say, a voucher for $10 to top up their tank.
You're out of date. CATL batteries are LFP prismatics, and Sandy has done a video showing the insides of the pack with the modules. All current Model 3 Std Rge cars from China use this LFP pack.
There's no doubt that Tesla would require BYD to provide the same design service that they received from CATL: that is, the complete bolt-in battery pack.
Low volume in Pre-market today. Somebody wants to let TSLA run for a while (not interfering with 'capping' as per usual).
EDIT: FOMO in progress. +4.09% at 10:05 ET
I don’t know what ‘we’re’ going to do. It’s probably going to be not in our best interests, of that I’m pretty sure. Often the results of things we do now aren’t realized until years or decades later.But nobody burned -or is gonna burn Lithium to power their cars like we used to do with leaded gas.
You're out of date. CATL batteries are LFP prismatics, and Sandy has done a video showing the insides of the pack with the modules. All current Model 3 Std Rge cars from China use this LFP pack.
There's no doubt that Tesla would require BYD to provide the same design service that they received from CATL: that is, the complete bolt-in battery pack.
Link to Sandy doing a STD RGE LFP teardown please. I follow his channel and missed that video.
Link to Sandy doing a STD RGE LFP teardown please. I follow his channel and missed that video.
So, they aren’t clueless anymore than WallStreet. They all know exactly what they’re doing and why. Which probably just increased your hate, huh?I hate clueless politicians equally on both sides of the isle!
TL: DRMy view:
Elon's layoff announcement last week instilled (completely irrational) views that Tesla demand is hurting and the company is collapsing.
Lithium and battery purchase news has allayed those fears. You don't sign big raw material and battery agreements if you don't have demand.
Stock market dumb. Us be smart. The reality is we're just way ahead of the general market.
That's what's so cool about this forum--it basically turns us all into financial clairvoyants while the rest of the market discovers what we already knew months after the fact.
I thought so too, but have less definitive evidence that is currently the case. Certainly, Elon has tweeted recently that, over time, about 2/3rds of Tesla will use Iron cathodes, and 1/3rd will use Nickel.
When that occurs is a business decision I think, with Giga Nevada easily able to continue providing 2170 (Nickel) SR+ packs, and with CATL having to ship their LFP packs from China. Of course, we know that CATL does intend to build a LFP bty plant in N. America, which I think seals the deal.
I just hope that Elon realizes the VALUE of a STD RGE Semi, with an Iron cathode battery. Bank that carbon!
Cheers to the longs!
P.S. FOMO in progress:
View attachment 814125
OMG, that thing is big! (this is why the stock is up!) /kinda sTL: DR
Stock market dumb. Us be smart.
That's a really big hinge pin! And it just slides into place... precisely!OMG, that thing is big! (this is why the stock is up!) /kinda s
GD&T at its finest. Just good designing reallyThat's a really big hinge pin! And it just slides into place... precisely!
They are shipping in the short range Model 3 for sure. Even references to it in the manual.
And I've linked to where the actual discussion starts.
I'm still not convinced that this is shipping in Tesla cars (yeah, yeah, yeah, I know, I'm hard to please, I'm an engineer and I need Elon to say he's shipping prismatic or actually see the pack come out of a working Model 3)