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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Going to be a while at least for the Hummer waitlisters. Maybe Mary Berra should be on the line to help get them up to 24 Hummers a day.GM and Ford must already have crack AI vision/LIDAR teams. I put on my best reading glasses and I still couldn't see they had a booth. Or maybe they have already solved autonomous driving but are waiting for the Hummer and F-150 Lightning to reach high volume production before releasing it?
General Motors Slowly Ramps Up Electric Hummer Production Auto maker has a waiting list of 77,000 but is making about 12 a day, trailing pace of similar offerings from Ford, Rivian
Stretch2727
Engineer and Car Nut
GM continues to lead. 12 Hummers per day with 700 people This is 400+ hours per vehicle. A typical auto factory builds a car with 15-20 hours of labor per vehicle. Ok a luxury car will always be more but I doubt they exceed 50 hours per vehicle.
www.wsj.com
They blame the slow output on batteries (who would have guessed). Expect Hummer output to increase later this year with insourced batteries from the factory in Ohio.
WSJ News Exclusive | General Motors Slowly Ramps Up Electric Hummer Production
The auto maker has a waiting list of 77,000 prospective buyers, but is making about 12 a day—trailing the pace of similar offerings from Ford and Rivian.
www.wsj.com
They blame the slow output on batteries (who would have guessed). Expect Hummer output to increase later this year with insourced batteries from the factory in Ohio.
So these guys developed a software module that turns off the limiter on the plaid. So it can go 216mph and perhaps more. Seems like they ran out of runway space.
400 hours is $32,000+ in labor alone for these beasts. Clearly not going to be a high margin vehicle in spite of the price tag.GM continues to lead. 12 Hummers per day with 700 people This is 400+ hours per vehicle. A typical auto factory builds a car with 15-20 hours of labor per vehicle. Ok a luxury car will always be more but I doubt they exceed 50 hours per vehicle.
WSJ News Exclusive | General Motors Slowly Ramps Up Electric Hummer Production
The auto maker has a waiting list of 77,000 prospective buyers, but is making about 12 a day—trailing the pace of similar offerings from Ford and Rivian.
They blame the slow output on batteries (who would have guessed). Expect Hummer output to increase later this year with insourced batteries from the factory in Ohio.
It's like the trifecta of suck: Inefficient, Overpriced, Unprofitable! (they toss ugly in for free!)
The truck race is seemingly going to be a weird contest where there are 4 tortoises and one hare. Only the hare is likely going to crush it since it's an open ended race.
Have to wonder what they are doing for 400+ hours to make it. Is the frame made with an erector set?GM continues to lead. 12 Hummers per day with 700 people This is 400+ hours per vehicle. A typical auto factory builds a car with 15-20 hours of labor per vehicle. Ok a luxury car will always be more but I doubt they exceed 50 hours per vehicle.
WSJ News Exclusive | General Motors Slowly Ramps Up Electric Hummer Production
The auto maker has a waiting list of 77,000 prospective buyers, but is making about 12 a day—trailing the pace of similar offerings from Ford and Rivian.
They blame the slow output on batteries (who would have guessed). Expect Hummer output to increase later this year with insourced batteries from the factory in Ohio.
But think of all those union jobs!!!These Hummer numbers are nuts...but Tesla is burning money... ???
Maybe this is what "Leading the industry" means
FielderJones
Member
I asked Fidelity for my proxy and they sent me a control number.
petit_bateau
Active Member
Never underestimate the motivation and power of self-interested politicians to create a bigger problem for everyone in the more distant future, in order to win an election in the near future.Reminds me of this gem
That is what Dr Doom does constantly underestimate. But it doesn't make his analysis wrong.
My portfolio seems to be pretty stable lately omitting the fact that I have been pumping money from my bank account to my investing account every 2 weeks like crazy.
Bullish signal: just received a text message from my friend who last bought TSLA 1 year ago at 850 and sold at 600 3 months later to buy back lower before it went to 570 and skyrocketed to 1200.
He just watched a Burry video on why the SPY went down -20% and offered the argument there is no reason why it won’t go -60%. My friend sold 50% of his portfolio today out of panic.
Every time he sold, the market started climbing again. He is the best retail investor in the buy high sell low special league. Brace up everybody, we are in the making of capitulation and we will see reversal soon.
Bullish signal: just received a text message from my friend who last bought TSLA 1 year ago at 850 and sold at 600 3 months later to buy back lower before it went to 570 and skyrocketed to 1200.
He just watched a Burry video on why the SPY went down -20% and offered the argument there is no reason why it won’t go -60%. My friend sold 50% of his portfolio today out of panic.
Every time he sold, the market started climbing again. He is the best retail investor in the buy high sell low special league. Brace up everybody, we are in the making of capitulation and we will see reversal soon.
GB on tweeter keeps putting out stuff that looks good for 2nd half of the year (subject to your own interpretation). I sure would love a nice turn around.
I do not trust my intuition at this point, have no great finger on the pulse of the market (which makes reading each of your armchair economist reports so dreadfully painful). I do think that there are several things going on in the world that impact big picture things: Geopolitical (geOlogIcaL political), Post covid new world order (return to a new normal), and some US based us vs them crap shoved down our throats. My expectation is that as these things get sorted out and more of a certainty returns, the markets will bottom and we take a while to return to new normal. When? that is the 64K questions. At the earliest, I think there is still a few more months of pain.
Where I think GB is too bullish is only looking at the current year. His tweet puts out that 2022 first half has been horrible, one of the worst. But the tweet points out how the 2nd half of the year works out. I don't think this is sufficient, especially in the current climate. I think you gotta look out further. If these times worry you, do a search, and find how the market has done in following years. My sense of things is that bad periods, which falter quickly, are followed by better times. Search this out, and own it for yourself.
What does it mean? These are great times to be buying the market for the long term, hopefully TSLA specifically. But you gotta look out long and be able to sit.
Additional perspective: Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
Ok, so for my education, I had to add to GB chart, and look at the following year, the year after the data points he shares.
I do not trust my intuition at this point, have no great finger on the pulse of the market (which makes reading each of your armchair economist reports so dreadfully painful). I do think that there are several things going on in the world that impact big picture things: Geopolitical (geOlogIcaL political), Post covid new world order (return to a new normal), and some US based us vs them crap shoved down our throats. My expectation is that as these things get sorted out and more of a certainty returns, the markets will bottom and we take a while to return to new normal. When? that is the 64K questions. At the earliest, I think there is still a few more months of pain.
Where I think GB is too bullish is only looking at the current year. His tweet puts out that 2022 first half has been horrible, one of the worst. But the tweet points out how the 2nd half of the year works out. I don't think this is sufficient, especially in the current climate. I think you gotta look out further. If these times worry you, do a search, and find how the market has done in following years. My sense of things is that bad periods, which falter quickly, are followed by better times. Search this out, and own it for yourself.
What does it mean? These are great times to be buying the market for the long term, hopefully TSLA specifically. But you gotta look out long and be able to sit.
Additional perspective: Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
Ok, so for my education, I had to add to GB chart, and look at the following year, the year after the data points he shares.
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Never underestimate bears abilities to predict 9 of the last 4 crashes to the day!
More frighteningly, I think they believe they know what they are doing, and that their efforts result in a calm, ordered control of the economy's direction.
jabloomf1230
Minister of Silly Walks
It's fun to pick on the Fed, but what we should really worry about is the ability of the simulation models that they use to test scenarios.
It’s still an advantage. Your argument is that other advantages outweigh it. That does not make it disappear as an advantage. It merely means it is an advantage that is outweighed for those owners who have home or work charging and do not travel too frequently.
And in fact it is those advantages that are the main reason nearly every single ICE owner I’ve talked to, is reluchant to buy an EV.
I own a Model S, but recently took my cousin’s gas car on a trip. It was an advantage not having to plan stops, but merely pull over every 400 miles for 5 minutes with zero forethought.
Once again claiming that the advantage for some of being able to charge at home can be argued to OUTWEIGH the more ubiquitous, quicker gas station infrastructure. But it CANNOT be argued it makes that advantage DISAPPEAR completely. That would be equivalent to claiming an EV competitor with a much larger public charging network, that outputs 5 MW from 0 to 100% would not have an advantage, because according to you a larger faster network is not an advantage at all.
They were not going to do insane end of quarter push efforts anymore (at least that is what we were told last year). Hmm...what changed. Hmm...
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