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

[Snerruc]

I think the point was about "refuel" time though. I have no doubt that the towing capability is is quite good, but unfortunately an EV cannot yet hold a candle to being able to completely refuel in 5 minutes.

You can dump 50+ gallons in my neighbors 3500 in 5 minutes? Maybe at a truck stop, but he isn’t diesel.

 

[Ogre]

If this "fraudulent FSD video from years ago" is such a big deal, why has the stock climbed to $131 today?

Everybody knows it was a prototype and did not represent what was on sale. So what if one engineer testifies that it was a hoax? Is that taken as fact? How much weight does that carry

Exactly.

Is there someone on the planet who saw that video years ago who hasn’t figured out that FSD was not done 7+ years ago?

 

[AndrewZ]

What is so funny about this is how effectively it undermines so much of the negative press around Tesla. More Teslas on the road sells more Teslas.

More Teslas on the river sells more Teslas also

 

[Nocturnal]

You can dump 50+ gallons in my neighbors 3500 in 5 minutes? Maybe at a truck stop, but he isn’t diesel.

Fortunately most of us like to use the restroom and stretch every few hours. These arguments are so silly to anyone who has owned an EV for an amount of time.

 

[Ogre]

I think the point was about "refuel" time though. I have no doubt that the towing capability is is quite good, but unfortunately an EV cannot yet hold a candle to being able to completely refuel in 5 minutes.

Now that we are selling a slightly different type of vehicle do we really need to retread the same arguments people made 10+ years ago about EVs? This is old news, particularly when it’s likely it’ll be less relevant than ever with the Cybertruck.

Do we really need to bring up “But charging times are longer than fueling times” every time Tesla enters a new market? I get it from the muggles, but here on the investor thread it seems rather well trodden doesn’t it?

 

[Maarten]

Interactive Brokers Fined $5.5 Million for Naked Short Selling Violations

One of the largest retail brokerage firms, Interactive Brokers agreed to pay a $5.5 million penalty for violations related to “naked” short selling.

www.wsj.com

A unit of Interactive Brokers Group Inc., IBKR -0.17%decrease; red down pointing triangle one of the largest U.S. retail brokerages, has been fined $5.5 million over allegations that it broke federal rules on the “naked” short selling of stocks thousands of times over a three-year period.

In 2008 (!) in an article in Traders Magazine:
"Dealing with naked short-selling, or shorting stock without first borrowing it, has been at the top of the SEC’s to-do list this year. Pressure from
issuers, the public and Congress led the SEC to push through rule changes that go a long way toward eliminating the practice."

"Eliminating the practice"?
So, allowing to settle for a small amount of money, completely toothless, without anybody going to jail?
This is like breaking in in broad daylight, while completely legally paying the police a small amount and hear them saying: take the goods with you, but don't do it another time, OK? Thank you, was nice meeting you!

Mind you, it's all our houses here they are being allowed to break in.
We are 15 years later now, mind-blowing that this large-scale stealing is still going on and on.

 

[Cobbler]

"Drivers intervened to take control in test runs, he said. When trying to show the Model X could park itself with no driver, a test car crashed into a fence in Tesla’s parking lot, he said."

Ok, fine. But still doesn't proof the video was fake.
They probably had to do many tryouts before they could shoot a successful completion of the route.

 

[Buckminster]

https://twitter.com/x/status/1615424250961354755

 

[scaesare]

Maybe better to say IDRA. To be absolutely clear about this IDRA had to have approval from L.K. Machinery, which they could because their founder, among others, had high capacity and willingness to pursue new technology, plus their leadership regarded Tesla innovation as one path to their own future, one strongly supported in China.
Bühler was an obvious choice but they are really a conglomerate so taking a flyer on a new player like Tesla was ridiculous, especially since their history and greatest pride is in agricultural technology. Search for Bühler Industries and see they do not pride Aluminum extrusion very much, even though they're an industry leader.
Frech is family owned and really, despite their excellence, are not quipped to break new technology batteries.
Toshiba, another conglomerate, would not take a flyer, and certainly was not encouraged to follow Panasonic into a speculative venture.
The others all had similar impediments. IDRA is only about presses and only presses. L.K. came from nothing and built firs plastic extrusion, then built itself into a powerhouse with customers globally. Buying IDRA was, for them, all about developing now and better dresses, something IDRA knew about. Further aging ownership and control provided a one time opportunity. That is why IDRA. When Elon wanted something nearly impossible and already had access to superb materials technologies from SpaceX, IDRA was ready and willing, and L.K. was eager.

Were it not for those coincidences GigaPress may never have happened.
Every time one thinks of Elon's weaknesses, just think about his strengths. Who else could convince conservative heavy press maker to go for broke on unprecended technology that could finish the company if it failed. It didn't.

Now Bühler and others are trying top be fast followers. Good luck, IDRA already moved up to their first delivered 9000 tonners.

Now who else can build the factory, devlop the allows, perfect the cooling and heating process and generate the pressure needed to actually make one of those work?

THey're not unlike reusable rockets.

Thanks for the correction in the name spelling...

Fun factoid now that the trading day is over:

The gigapress idea came about when Elon saw the die-cast toy Teslas that were being sold and noticed they were made in one sot, He wondered "Why can't we do that with cars?"

The non-first-principles answer is, of course: "You can't do that." So they did.

 

[scaesare]

You can dump 50+ gallons in my neighbors 3500 in 5 minutes? Maybe at a truck stop, but he isn’t diesel

According to Wikipedia, on average you can do it in a little over 4, leaving time for payment:

Light passenger vehicles pump up to about 50 litres (13 US gallons) per minute

 

[Discoducky]

Don't detract it just retract it. Just search for them and look at everything they do. The look at the margins they get. Them look at their customer list. You're still not convinced after that ?
Ask Tesla! While you're at that it might be beneficial to look up CATL.

Of course, as with Tesla not everything is publicized in easy to digest form for 'securities analysts'. As with Tesla it takes a lot of work to sort the 'wheat from the chaff'.

Neither BYD or CATL are easy to digest. Both have plentiful information if you'll devote the attention.
Note: I neglected to mention the BYD commercial battery production approach, which is very popular with utilities, commercial and residential solutions in markets they serve.

BTW, @Discoducky , have you checked out all of your questions for Tesla? Who makes their FSD chips? answer: Nvidia until 2019, then Samsung since then, now ones are coming from TSMC.

Chips, OK I'll begin your BYD introduction with them, with the note that they recently decided not to sell it off partially:
byd-semiconductor-to-put-8-inch-auto-chip-line-into-production-next-month

Happy to see it in production! And yes, Tesla doesn't fab their chips, neither does nVidia fab their own chips.

And I get BYD has ramped up to BEVs quite a bit and I congratulate them for that, however, from an engineering point of view, I'd like to see it in production and get torn down before making an informed opinion.

Now that BYD is entering into sales in Europe, maybe we'll get to see more deep into engineering details.

 

[scaesare]

Now that we are selling a slightly different type of vehicle do we really need to retread the same arguments people made 10+ years ago about EVs? This is old news, particularly when it’s likely it’ll be less relevant than ever with the Cybertruck.

Do we really need to bring up “But charging times are longer than fueling times” every time Tesla enters a new market? I get it from the muggles, but here on the investor thread it seems rather well trodden doesn’t it?

I'm not making a judgment call about the validity of the issue.

I was simply pointing out that @JRP3 was talking refueling times and @Webeevdrivers responded talking instead about towing perfomance.

 

[AndrewZ]

In terms of the 2016 FSD video itself, might be worth mentioning that Tesla was already hit by a class-action lawsuit in 2017 over it and that resulted in a $5.4million payout in 2018.

The lawsuit in headlines now is just using the video and testimony as evidence, but the precedent already exists.

 

[StealthP3D]

The world has already decided the DC charging standard, and it’s not NACS. Even the name is very limited, as the world does not revolve around US. It’s exactly like continuing to promote CDMA after the world decided on GSM. Interested, haha. When Telsa jacks up our supercharger rates, Tesla owners have no other options for fast DC charging, jut another Elon checkmate move, suck it rest of the world

Did you intend to say as long as they call the Tesla standard "CCS" instead of "NACS" then everyone will switch to the Tesla standard.

It sounds like you are not aware that GSM switched from TDMA technology to CDMA technology many years ago. Because it was better. Oh, yes, they did a media circus to pretend they were not switching but any radio engineer can tell you they absolutely did.

Tesla owners who have newer cars or who have updated their charge ports can fast DC charge on all the third-party networks. Non-Tesla cannot charge on Superchargers (yet).

The last widespread Supercharging pricing change was a lowering of prices, not an increase.

You sure got a lot wrong in such a short post.

 

[ItsNotAboutTheMoney]

Did you intend to say as long as they call the Tesla standard "CCS" instead of "NACS" then everyone will switch to the Tesla standard.

It sounds like you are not aware that GSM switched from TDMA technology to CDMA technology many years ago. Because it was better. Oh, yes, they did a media circus to pretend they were not switching but any radio engineer can tell you they absolutely did.

Tesla owners who have newer cars or who have updated their charge ports can fast DC charge on all the third-party networks. Non-Tesla cannot charge on Superchargers (yet).

The last widespread Supercharging pricing change was a lowering of prices, not an increase.

You sure got a lot wrong in such a short post.

Also, "the world" that has adopted CCS excludes China, which has, by far, more EVs than elsewhere.

 

[M|S|M MYP]

Just got this email:

 

[Cosmacelf]

Interactive Brokers Fined $5.5 Million for Naked Short Selling Violations

One of the largest retail brokerage firms, Interactive Brokers agreed to pay a $5.5 million penalty for violations related to “naked” short selling.

www.wsj.com

A unit of Interactive Brokers Group Inc., IBKR -0.17%decrease; red down pointing triangle one of the largest U.S. retail brokerages, has been fined $5.5 million over allegations that it broke federal rules on the “naked” short selling of stocks thousands of times over a three-year period.

From the article “Naked short selling isn’t necessarily against the rules”. So, is it or isn’t it??

 

[zannman]

According to Wikipedia, on average you can do it in a little over 4, leaving time for payment:

If you haven't had the unfortunate pleasure of pumping gas lately, they intentionally slow the pumps down so that you have to hear at least a 3 minute series of ads every 10 gallons. Last time I was pressing keypad buttons for over a minute just to get the pump enabled! Any F350 worth its weight for towing isn't going anywhere on 10 gallons. When properly setup for towing anything of size, they're going to be a 46+ gallon tank. That means 15 quality minutes minimum to get back on the road if no one has to get snacks or do a restroom trip.

Our interesting little Supercharger game when co-located at Sheetz is to pay attention to what cars/trucks are at the pumps when they we get there and how many are still there when we leave. Its way more than you'd think.

 

[SmokyPeat]

I think we're going to cross the Chicken Genius threshold this week . Finger lickin' good!

 

[jerry33]

If you haven't had the unfortunate pleasure of pumping gas lately, they intentionally slow the pumps down so that you have to hear at least a 3 minute series of ads every 10 gallons. Last time I was pressing keypad buttons for over a minute just to get the pump enabled! Any F350 worth its weight for towing isn't going anywhere on 10 gallons. When properly setup for towing anything of size, they're going to be a 46+ gallon tank. That means 15 quality minutes minimum to get back on the road if no one has to get snacks or do a restroom trip.

Our interesting little Supercharger game when co-located at Sheetz is to pay attention to what cars/trucks are at the pumps when they we get there and how many are still there when we leave. Its way more than you'd think.

This is what I've found too in those places that have Superchargers and pumps. What people fail to realize is that at the pump, you must be present for the entire time you're pumping. At the SC, you just plug in and leave for pit stop and drink/snack.