Tesla needs to be in hard-core ramp-up mode for CT now. Every day they can't sell CT's is tons of money lost. I hope 4680's aren't slowing down or blocking CT production ramping.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
You laugh, but the Model 3 and to a large extent the Model Y were built valuing form over function to a large degree.
Cybertruck was designed to put function (and manufacturability) before form.
I suspect the vehicle which is penned to be the RoboTaxi will similarly put function before form. If smaller tires offer better range, there is a good chance it’ll have smaller tires. Not because of any marketing lever they are trying to push, but because the goal is indeed to keep costs down and deliver the best car possible.
This by itself might create a natural differentiation between the Model Y and the new car since as you suggest, some people may be willing to pay a premium to buy a more traditional looking vehicle.
I view anything from iea with extreme skepticism, they have missed every trend in renewables.
Here is another way to look at this... Lathrop is only using a fraction of the capacity of the Chinese company cell production. They are one company, big but 1. The cells are going somewhere.
Here is another way to look at this... Lathrop is only using a fraction of the capacity of the Chinese company cell production. They are one company, big but 1. The cells are going somewhere.
thesmokingman
Active Member
Highly disagree on the 3/Y. They are the epitome of function over form. Form over function as an overarching design principal is none other than the X.
Megapacks are also being manufactured in GigaNevada too right?
JupiterMan
Active Member
My annual bonus gets paid tomorrow. good timing for me.
I'll be loading up on TSLA.
getting my wheelbarrow ready.
I'll be loading up on TSLA.
getting my wheelbarrow ready.
Even the OG's are feeling the pinch ...Is Elon selling again ?
Just asking for a friend ...
Not sure if they still are, I would think semi is eating all the cells from Reno. Not sure though.
glhs272
Unnamed plug faced villian
Jeeze. Talk about irrational pessimism from Wall Street. You'd think there were an asteroid headed for earth's destruction in two weeks.
I totally agree with you, Mengy. With macros still pointing downwards through at least 2nd half of 2023, that simply means TSLA will continue to go down due to active fund selling pressure from SPX/SPY and QQQ. The entire world is getting hurt by Jay Powell and now Christine LaGarde with rake hikes increasing and staying higher for longer. I don't see how this doesn't reduce demand for Tesla cars next year (until Tesla is secretly already ramping up Model 2 production as we type).
UkNorthampton
TSLA - 12+ startups in 1
Haven't seen it posted - bit of an antidote to some of the FUD, showing how well Tesla is positioned.
4680 from Kato Road are dry-dry (Sandy)
Lack of cells (for most) for next 1.5-2 years)
Tesla efficiency
Small EVs cheaper than ICE somewhere around 2026- early 2028 (I think Sandy said).
4680 from Kato Road are dry-dry (Sandy)
Lack of cells (for most) for next 1.5-2 years)
Tesla efficiency
Small EVs cheaper than ICE somewhere around 2026- early 2028 (I think Sandy said).
My random number generator is telling me that we might see enough disappointment on P&D (probably due to beating expectations but not by enough ) to mark the bottom before earnings comes in and surprises everyone along with positive macro news on the rate side.
If I wasn't 170% sure (rounded to nearest 10) that I'm buying the Cybertruck in the next 6 months I'd be upgrading my model 3 and grabbing that 7500 discount. Hard to imagine others aren't thinking the same.
When we come back it will be violent IMO.
) to mark the bottom before earnings comes in and surprises everyone along with positive macro news on the rate side.If I wasn't 170% sure (rounded to nearest 10) that I'm buying the Cybertruck in the next 6 months I'd be upgrading my model 3 and grabbing that 7500 discount. Hard to imagine others aren't thinking the same.
When we come back it will be violent IMO.
UkNorthampton
TSLA - 12+ startups in 1
Seriously considering selling 1 or more cars to buy shares - but takes too long probably.
Nothing irrational about Wall Street's pessimism - it's self-perpetuating and self-propagating, just like increasing weekly buys of TSLA puts continues to force our TSLA share price down. There is no optimism for macro economic conditions until possibly the 2nd half of 2023. Until then, we need to buckle up. In the long term I think we'll be fine and even in a better position since other auto manufacturers will not survive the upcoming global recession.
thesmokingman
Active Member
It feels like they are trying real hard, using up all their powder.
Oh man, I am so sorry to hear about your situation. I’m down a bunch too, but I’ve avoided margin so have only “LOST” a small percentage permanently due to some short term options bets.
Your story does make me wonder if some of this is self induced collectively. I’ve seen so so many posts talking about people pulling money out of the couch and people using margin. As the SP plummeted, I have to wonder if it set off a chain reaction of margin calls pulling the price down over and over again as people were forced to sell at a loss. Each time Tesla hit a lower price point, more margin calls came in and more shares had to be liquidated.
I’ve seen it here with a few posters. Tesla has millions of retail investors with billions invested.
If Tesla could only manage marketing well also. If we did a real education to the average car consumer, sales would increase. Again, this is why we need channels of communication that aren't propagating false ICE narratives through mainstream media and social media. In the end, maybe the Blue Bird may help all of us TSLA shareholders by simply providing a channel for honest communication of the value, benefits, ROI, and TCO cost savings of buying a Tesla instead of an ICE car.
thesmokingman
Active Member
Ken Griffen thanks ya for the help!
Similar threads
- Locked
- Locked
