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

[bkp_duke]

More great news. So VPPs now in the two largest US states.
View attachment 865140

This is HUGE news. Tesla being able to be a power provider in TX with VPPs really does change the competitive landscape.

EDIT - and my read of this is that it is not limited to Tesla end users with Powerwalls. Tesla themselves with their megapacks (GF Austin) and Solar (also GF Austin) would be able to contribute.

 

[Artful Dodger]

OT:

Spoiler: TRUE CONFESSIONS

Hi folks,

I think its finally time for me to come clean. I made a significant change in my life earlier this Spring to dramatically reduce my monthly expenses, hedge against inflation, and protect myself from currency fluctuations (CAD vs USD). Storm clouds were gathering.

Though it was a long, agonizing process involving over 9 months of waiting, I am glad now that its finally done. It needed doing, and I did it. I have no regrets, no looking backwards.

Yes, I bought a Tesla.











Cheers to the Longs!

 

[Ohmster]

I don’t see this happening.

Foxconn Aims to Make Tesla Vehicles Someday

Taiwan-based tech giant Foxconn, which is best known for building iPhones, said it wants to build electric vehicles for Tesla in a bid to diversify its business.

cheddar.com

 

[Bet TSLA]

Hmmmm. I don't claim to be particularly good at timing the market, but I disagree that, at the time, my $1,165 ($388 post split) earlier in the year purchase was obviously not good value. I'll agree wholeheartedly that it wasn't in hindsight though.

People here love to post about how obvious past events were. Some people do it pretty much every day, and provide endless charts to demonstrate how obvious it is. Of course if they attempt any actual predictions, they're wrong. Well, not wrong all the time, just the amount that you would expect from random guesses.

It's uncanny!

 

[Zero CO2]

LOL just like we don't know how true it is when people say "just bought another 20 shares" in this thread, right?

nope the folks here buying n shares and DCA have nothing to gain by it ... "chicken boy" on the other hand...

and 20 shares 3 years ago is now 300 shares today .... so yeah i believe it when TMC members post share count purchases or sales for that matter

 

[EVDRVN]

I don’t see this happening.

Foxconn Aims to Make Tesla Vehicles Someday

Taiwan-based tech giant Foxconn, which is best known for building iPhones, said it wants to build electric vehicles for Tesla in a bid to diversify its business.

cheddar.com

Cheddar news is much more like Velveeta.

 

[M|S|M MYP]

Elon seems pretty chipper these days...Bullish?

 

[ZachF]

NFLX didn’t throw a turd in the punch bowl this time, so that’s nice

 

[EnzoXYZ]

Now updated with @Troy and Tesla Economist numbers:

View attachment 865116

Since you have made these charts in the past, it would be awesome to see historical Q2 & Q1 predictions in the mix. This type of trend would be very helpful.

 

[ZeApelido]

I think this is signficant enough to report. I've been following the FSDBeta tracker, specifically for progress in reduction of critical interventions.

Home

FSD Community Tracker

www.teslafsdtracker.com

The % of drives without a critical intervention has been going up pretty steadily across software versions (now at 93%).

With the most recent version, there has been a huge increase in miles per disengagement, about doubling.

This is quite signficant progress. Not robotaxi level, but if we can see % drives w/o critical disengagement get around 99% and miles / critical disengagement get to say ~ 500 miles / dis I would think that is good enough to deploy fleetwide as a L2 system.

Maybe a few more iterations to get there?

 

[woodisgood]

NFLX didn’t throw a turd in the punch bowl this time, so that’s nice

An actual turd is nice but not required for the punch to taste like ish.

 

[Zero CO2]

where is all the FOMO from 2020/21 ... we are overdue .... this TSLA spring will release at some point ... never to return to compressed levels ... we have crossed the valley of death ... this past year has been illusory

 

[SOULPEDL]

Netflix also triggering AH TSLA??? Or did the show begin?
Up nearly 2% in AH, while we get a mere 0.38% for the day.

 

[JRP3]

https://twitter.com/x/status/1582443219815526400

 

[elasalle]

Netflix also triggering AH TSLA??? Or did the show begin?
Up nearly 2% in AH, while we get a mere 0.38% for the day.

NFLX shorts are likely TSLA shorts as well .... short the NAS, inflation/recession what have you's. margin call/portfolio mgmt

Here's to hoping the earnings season gets us out of this funk.

 

[Nocturnal]

https://twitter.com/x/status/1582443219815526400

I suggested that TSLAQ just invest the remainder of their Grandma's money on one of these. Will really save their backs.

The argument will move to "We never said the Semi was fake. We just think they can't make a lot of them."

 

[wipster]

Now updated with @Troy and Tesla Economist numbers:

View attachment 865116

Wow, your SS was just posted on Twitter... and Teslike liked it!

 

[MP3Mike]

https://twitter.com/x/status/1582443219815526400

Weird that they would have one, or more complete, but not deliver any of them until a big event on December 1st?

 

[Gigapress]

Thus far, our crowdsourced forum estimate for Q3 is giving some very interesting and unexpected results, with a range spanning two orders of magnitude.

 

[nvx1977]

It would seem that most people here subscribe to the idea that true value generation comes from holding TSLA long. Therefore it's surprising to me how much of the content in this thread tracks the intraday minutiae of the stock. I could use just the posts here to draw a detailed 1D chart for TSLA, even the off-hours stuff.