Bet TSLA
Active Member
So much fun to watch Elon geeking out. This isn't even one of the better Everyday Astronaut videos, but it's still great. It's rare to get a serious engineering take on what happens when the sheet hits the fan.
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So much fun to watch Elon geeking out. This isn't even one of the better Everyday Astronaut videos, but it's still great. It's rare to get a serious engineering take on what happens when the sheet hits the fan.
So much fun to watch Elon geeking out. This isn't even one of the better Everyday Astronaut videos, but it's still great. It's rare to get a serious engineering take on what happens when the sheet hits the fan.
Split news is a side saw, fundamental news trend is third and fourth quarters will be monstrous.This pretending that a split will mean a serious amount of additional employee stock purchases is ridiculous. We have perhaps two additional split shares (2/3 of an original share) being bought by employees who want to max out their purchases. Even if every single Tesla employee maxed out their potential with this program, and then did not immediately sell the shares, it would mean very little. It's not the people for whom a few hundred dollars either way makes any difference who are responsible for moving the stock price.
And a split makes no difference to the stock. It makes very little difference to any individual employee. The split, just like any split means pretty much nothing to anybody.
And just like last time, if there's a side-effect of the "stock dividend" nature of the split forcing every share to be accounted for, then it might clean up all the delinquent naked shorts for a moment in time. Unless the Wall St. folks who are responsible for these shenanigans have figured out some way to game the system despite the stock dividend. Presuming they are stupid and will be caught by the same trick in the same way is really stretching things, I think.
And remember too how the stock crashed (>30% in a week) right after the last split, as (presumably) all the naked shorts reestablished their short positions? Me, I'm just holding and expecting a roller coaster.
So I should sue Sennheiser, Klipsch, and McIntosh?I'm going to sue Tesla for $5 million because my car gave me tinnitus, ear damage, due to it's super loud, crisp, and clear sound system. Which practically forces me to play loud music while I'm driving.
It's not my fault, it's Tesla's fault...
(sarcasm, by the way....)
Interesting if all true. I still would not be surprised to see additional range unlocked.Dillon from the Electrified youtube channel has some insider info:
1. Tesla is currently manufacturing one million 4680 cells per month (enough for about 1200 LR MY in Austin); the ramp of 4680 cells is not going as well as Tesla had hoped
2. Tesla at some point planning on retooling in Austin to build 2170 vehicles as well
3. Current 4680 packs are confirmed to be structural, and the charging curve is confirmed to be software-limited. Software limitation only applies to the charging curve, not to the actual range of the Austin 4680 MY LR.
I like Dillon and I think that it does not matter if 4680s are ramping slower than expected as they are now in customer hands (genie is out of the bottle and it won't be long before scale issues are solved).Interesting if all true. I still would not be surprised to see additional range unlocked.
This would clearly indicate that the 4680 is going ...slow . A negative view would be that production ramp is quite threatened. Battery capacity gating is the one single constraint that Tesla can impact. Still disappointed that EM went off on so many tangents when this critical situation was clearly not resolved. Heck, still not ramped, good news bad news is that Kato is less than 10% of planned output.
Monthly production figures need to turn into daily production figures.
Publicity value of the notifications themselves as more frequent reminders to naked shorts that an immanent split/dividend is always hanging over their heads?I wonder what even is the point of splitting the stock if the multiple is so small? I guess I'll never understand the intentions of stock splits to begin with.
I’m sorry all (and future TMC people)! I should never have asked who BOB was in the first place!I get the feeling Bob is now going to be a consistent meme here on TMC for many years.
The next generation of TMC members will be referring to Bob with no one able to explain who he is.
I just watched a MASH rerun where Hawkeye invents the fictional Captain Tuttle. By the end of the show, everyone swears they know him (although having never seen him).
..and they will be right. When the split happens, stock will instantly fall 66%. The reason they are even shorting in the first place, to win handsomely the day after the split. Don't underestimate the genius of TSLAQhey may even be telling themselves that the split will be a catalyst for the stock price to fall.
So post-split packs will use 3 times as many 1560 cells? 3-D Elon chess strikes again; he planned ahead long ago so the numbers work out! /sI wonder if Tesla intended 4680s to ship right before announcing the split? Is there a potential benefit?
Minivan is a niche that basically everyone has left unfilled, except the still not existing VW ID van. Whoever gets there first will have a small but profitable niche all to themselves.The competition is coming! Today I saw a commercial on a subway station in Oslo/Norway for the Dongfeng owned EV brand Voyah. It’s said that they will be starting accepting orders of the model «Free»(!) this summer. The exterior kinda looks like a Skoda. The design of their other model «Dreamer», is, well, uh, appearently years ahead of BMW, judging by that grille
Dongfeng's High-end Electric MPV VOYAH Dreamer Starts Pre-sale in China - Chinapev.com
genie is out of the bottle and it won't be long before scale issues are solved).
FC now has direct access to Elon on Twitter vs getting angry at mods here. I would say that's a win for FC migrating onto twitter.Trying to recruit Elon to TMC. Low odds but hey, Stranger Things have happened like Gordon Johnson DMing me compliments!
They are tooling, not re-tooling for 2170 vehicle production in Austin. I believe this was the plan all along. Not disappointing in the least. Encouraging in fact, because it should mean a much faster ramp with the much more abundant 2170 cells.I hope you are right, but there is little evidence of this.
I would say they were optimistic when they put the 4680 lines in Austin that the production ramp would be sorting itself out. I think instead it is more likely that the 4680s scale is > 1 year away and we should take that into account in our models.
- Panasonic publicly stated that their 4680 production is proving challenging and they are still a year away from the production dates as yet.
- If Austin is going to re-tool for 2170 cell production so quickly after opening the new factory, it suggests that they are acknowledging that this will be a longer term problem to solve
Not all is lost of course - installing the 2170 battery lines should be relatively straightforward and then allow Austin to start ramping up. I'd guess that is 3+ months out though.
A large disappointment, but not the end of the world.
I hope you are right, but there is little evidence of this.
I would say they were optimistic when they put the 4680 lines in Austin that the production ramp would be sorting itself out. I think instead it is more likely that the 4680s scale is > 1 year away and we should take that into account in our models.
- Panasonic publicly stated that their 4680 production is proving challenging and they are still a year away from the production dates as yet.
- If Austin is going to re-tool for 2170 cell production so quickly after opening the new factory, it suggests that they are acknowledging that this will be a longer term problem to solve
Not all is lost of course - installing the 2170 battery lines should be relatively straightforward and then allow Austin to start ramping up. I'd guess that is 3+ months out though.
A large disappointment, but not the end of the world.