Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Thekiwi]

Bloomberg report:

“VW AIMS TO TAKE STAKES IN CANADIAN MINES, MINE OPERATORS - BOARD MEMBER SCHMALL TELLS HANDELSBLATT”

The land rush for minerals that qualify for the US EV tax credit has begun.

 

[Cobbler]

Bloomberg report:

“VW AIMS TO TAKE STAKES IN CANADIAN MINES, MINE OPERATORS - BOARD MEMBER SCHMALL TELLS HANDELSBLATT”

The land rush for minerals that qualify for the US EV tax credit has begun.

Hmmm... Came across this one also, located in Canada:

Fortune Minerals Limited - Home

www.fortuneminerals.com

Permits ready, plenty of Cobalt/Bismuth,... Bargain?

 

[Drezil]

Software for other manufacturers is going great:

Software dev cracks Hyundai encryption with Google search

Top tip: Your RSA private key should not be copied from a public code tutorial

www.theregister.com

Some quotes:

A developer says it was possible to run their own software on the car infotainment hardware after discovering the vehicle's manufacturer had secured its system using keys that were not only publicly known but had been lifted from programming examples.

As luck would have it, "greenluigi1" found on Mobis's website a Linux setup script that created a suitable ZIP file for performing a system update.
The script included the necessary ZIP password for the system update archives, along with an AES symmetric Cipher-Block-Chaining (CBC) encryption key (a single key rather than an RSA asymmetric public/private key pair) and the IV (initialization vector) value to encrypt the firmware images.

"Turns out the [AES] encryption key in that script is the first AES 128-bit CBC example key listed in the NIST document SP800-38A [PDF]".

Luck held out, in a way. "Greenluigi1" found within the firmware image the RSA public key used by the updater, and searched online for a portion of that key. The search results pointed to a common public key that shows up in online tutorials like "RSA Encryption & Decryption Example with OpenSSL in C."
That tutorial and other projects implementing OpenSSL include within their source code that public key and the corresponding RSA private key.

 

[hobbes]

Even more giga castings...

https://twitter.com/x/status/1561829945424297984

 

[jkirkwood001]

I haven't seen this posted before, and it seems like an easy and potentially useful recourse for those of us constantly incensed by market manipulation (more useful than just complaining)

https://twitter.com/x/status/1561947952649670657

 

[jkirkwood001]

Crucial FSD obstacles coming down (another one found during nighttime insomnia):

Reuters: Britain sets out roadmap for self driving vehicle usage by 2025

 

[H Mak]

The first TSLA split came out of the blue and took everyone by surprise. This one was long anticipated and didn't surprise anyone, so I'm not expecting there to be much of a reaction to it.

I was initially excited, then I remembered I have to update all those 8loody spreadsheets

 

[jerry33]

I haven't seen this posted before, and it seems like an easy and potentially useful recourse for those of us constantly incensed by market manipulation (more useful than just complaining)

https://twitter.com/x/status/1561947952649670657

If only it wasn't so similar to complaining to the Mafia about protection fees.

 

[CorneliusXX]

Even more giga castings...

https://twitter.com/x/status/1561829945424297984

Given how cheap and core to the manufacturing process those parts are it makes sense to have a couple of weeks of inventory on hand in case anything goes wrong with the casting machines.

 

[Atomsla]

Given how cheap and core to the manufacturing process those parts are it makes sense to have a couple of weeks of inventory on hand in case anything goes wrong with the casting machines.

Also quite handy if they want to try out improvements to the machines that would make them unable to function during the adjustments.

 

[Mengy]

I was initially excited, then I remembered I have to update all those 8loody spreadsheets

Agreed, I had this realization the other day.

 

[Carl Raymond]

And another one found during nighttime insomnia - crucial FSD obstacles coming down:

Reuters: Britain sets out roadmap for self driving vehicle usage by 2025

View attachment 844072

I don’t get this “widespread rollout” language. What’s to roll out? The count of self-driving vehicles is the count of Teslas whose owners pay for activation. All I see is a politician hoping some of the Tesla shine rubs onto themselves. He can want away.

 

[Artful Dodger]

Software for other manufacturers is going great:

Software dev cracks Hyundai encryption with Google search

Top tip: Your RSA private key should not be copied from a public code tutorial

www.theregister.com

Some quotes:

Amateurs shouldn't do crypto.

 

[Usain]

Given how cheap and core to the manufacturing process those parts are it makes sense to have a couple of weeks of inventory on hand in case anything goes wrong with the casting machines.

They also need to make as many as possible to ship to Berlin in case the gas supply is cut off and they are unable to do castings on site.

 

[Usain]

Amateurs shouldn't do crypto.

In my 35 years in the software industry, Tesla is the first hardware company I've ever seen that is any good at software. Having a software guy as CEO helps a lot.

 

[ZachF]

Even more giga castings...

https://twitter.com/x/status/1561829945424297984

There are rumors that both Austin and Berlin are overbuilding castings right now in case of gas rationing in Germany

 

[Mengy]

There are rumors that both Austin and Berlin are overbuilding castings right now in case of gas rationing in Germany

That would make sense honestly. It would also be a very solid forward thinking plan too.

 

[damonbrodie]

They also need to make as many as possible to ship to Berlin in case the gas supply is cut off and they are unable to do castings on site.

Any they will only ship them if they sense that there will be a request by the German government to use less gas/electricity.

Edit: Ninja'd by Mengy (above)

 

[elasalle]

Seeking Alpha alternative ...

Tesla Is Overdue For Its Investment Grade Rating

Will This Lag Be Detrimental To The Rating Agencies?

alexandramerz.substack.com

"While it is difficult to quantify these investors, approximations suggest that $10tn of Assets under Management might be impacted by the future upgrade of Tesla to Investment Grade"

 

[NicoV]

There are rumors that both Austin and Berlin are overbuilding castings right now in case of gas rationing in Germany

Electricity may become as problematic as gas. Tomorrows spot pricing is peaking at 0.85 euro/kWh. That’s about 20x the usual price.