This has the looks of a rally to ~760 range where it will meet heavy resistance. How the stock acts there will probably determine if a move to ~840 can happen by July or if there needs to be more news before that move can be made.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Third part of the TOSV interview of Elon is out:
Not much new, still saying Cybertruck to start production mid next year.
Not much new, still saying Cybertruck to start production mid next year.
TI (Texas Instruments) just sent me their latest tech update. Heavily EV skewed and I'm sure it's tailored to me, but this is all about the transportation migration. They may have taken the bait on LIDAR needs depending upon what their Engineers were reading back then.
To summarize:
1. Charging Infrastructure.
2. "Lidar Applications"
3. Precision Current Sensing (Battery life cycle testing)
To summarize:
1. Charging Infrastructure.
2. "Lidar Applications"
3. Precision Current Sensing (Battery life cycle testing)
Really good to know. I think that's a 4680 indicator.
Drumheller
Active Member
Austin made will go to east coast. Fremont will go to west coast. Arizona orders are likely coming from Fremont.
Reuters is reporting 2 weeks. Which is accurate?
damonbrodie
Member
It will be when it sticks. If he sticks to saying mid-2023 through the rest of this year then I think we're in great shape for the 4680.
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Indeed. We don't need oil prices to stay sky high. Demand was quite solid all the way down to $60-70 barrel.CPI should be considered a lagging indicator.
Crude oil price is the real time indicator the market should follow.
I hope the oil price goes down so ICE drivers start to have some extra money to put a down payment on a Tesla and able to make the payments if they finance it
If it were hovering around $80-90/ barrel maybe it would take the brakes off the economy a bit and macros would improve while still making gas expensive enough people will put Teslas at the top of their list.
That said. I think the longer it stays up over $100, the more deeply committed people are to "My next car will be an EV".
damonbrodie
Member
Is Fremont going to be making the LY SR?
Do Kato Rd and Austin have the same amount of 4680 capacity and they are updating both sites to try and achieve scale?
Knightshade
Well-Known Member
IDK, but would make perfect sense for transportation costs if nothing else. And if not Kato, somewhere around there would be the ideal, at your local battery packing location.
Max Pain looking strong still. I wonder if 800, (or at least 777) is in the cards for Friday?
I still think this last bit is wrong. I believe they won't lower existing prices at all. Instead they will continue to layer features on top of the Model Y and Model 3 to make it worth the price. New models such as the Model Y AWD will be introduced at lower prices while the top end Model Y and Model 3 are kept at the higher prices. People who want to capture those lowering prices will have the option to keep their full price vehicle with an increasing number of bells and whistles or move down the price ladder.
We still haven't seen a Model Y with LFP cells in the US. Lots of room for more models above and below the existing. Much like a certain phone maker started making more models once it grew large enough, Tesla can easily start making more models to fill out their Model Y product line with more and less premium versions to retain those reservation dollars.
PLEASE do not repeat that $7.11 falsehood. Not here.
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Short term but still concerning for Q2 earnings that Elon mentions Austin/Berlin are burning billions of dollars currently
Rueters exposed yet again for putting out false information…….Gee what’s new?
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