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

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Geez Guys. Tesla designed the CT for North America. Elon said that there may be a smaller version for the EU down the road. Whether the current CT meets the EU standards or not is more or less moot at this point.
The Texas factory is unlikely to export trucks any time for the next 3 years.

If only Tesla had a factory somewhere in the EU where they could make them. /s
 
Geez Guys. Tesla designed the CT for North America. Elon said that there may be a smaller version for the EU down the road. Whether the current CT meets the EU standards or not is more or less moot at this point.
Agreed. No comparison, Europe has a huge train network and can go across continent without much of an issue. Cybertruck is for North America large expanses with little or no services, and distances can be 400 to 600 miles plus for short trips.
 
I tried to reserve a Tesla through Hertz recently for an upcoming trip to Southern California (ONT), but there were none available. I tried Avis instead, and the EV option was "Tesla Model 3 or similar". I didn't want to take a chance on what they consider similar, so I tried Turo instead. There were lots of Teslas available, and I found a Model Y Performance with FSD for about $60/day (almost $80/day including taxes and fees). I can't wait to drive it!

My point is, Hertz needs more Teslas.
Interesting. I hit up Hertz for a rental at Burbank last November and a Model Y popped up as the first, cheapest option.
 
Tesla could also only open up locations that operate at say less than 70% capacity currently. Just let the network grow and expand to offer 3rd party charging organically.
They'd have this option and a whole lot more. Depending on how aggressively they'd like to promote the usability of the system and how dramatically they want to make the relative charging advantage of the Tesla network appear they have nearly limitless optionality. Again the strength of Tesla's software based management shows. Since Tesla will almost certainly require drivers who use the supercharger network to pay and activate the charging via an app based platform they can do such things as:

Charge variable prices at stations based on occupancy/waiting times
Open or close each agnostic stall based on waiting time/queues
Require or charge for a 'reservation' for particular stalls(allowing them to add to the fleet information for likely wait times/prices)
Route users to secondary charging stations by brand preference/vehicle charging speeds.
Assign charger bays to optimize charging for each car based on known charge curves and make/model.
Throttle certain stalls charging speeds to maximize the Tesla's charging speeds.

What a massive and growing advantage.
 
They'd have this option and a whole lot more. Depending on how aggressively they'd like to promote the usability of the system and how dramatically they want to make the relative charging advantage of the Tesla network appear they have nearly limitless optionality. Again the strength of Tesla's software based management shows. Since Tesla will almost certainly require drivers who use the supercharger network to pay and activate the charging via an app based platform they can do such things as:

Charge variable prices at stations based on occupancy/waiting times
Open or close each agnostic stall based on waiting time/queues
Require or charge for a 'reservation' for particular stalls(allowing them to add to the fleet information for likely wait times/prices)
Route users to secondary charging stations by brand preference/vehicle charging speeds.
Assign charger bays to optimize charging for each car based on known charge curves and make/model.
Throttle certain stalls charging speeds to maximize the Tesla's charging speeds.

What a massive and growing advantage.
And close off charging to all HYUNDAI's because they charge way faster than the Tesla SC network 🥴 🥴 🥴 🥴
 
There's a bit of a movement starting. I don't follow it too closely. One thing I did pick up is there HAVE been successful legal actions, but with gagging clauses, so we don't know much about the settlements in individual cases. As there's more of a Movement, Playbook and Specialists - each of those build on each other so that a "Machine Gun" is possible, both for individual companies (repeating actions that entail audits of shares) and for companies in general as part of the Movement, utilising the Playbook, employing seasoned Specialists. My hope is that Tesla's crack legal beagles will do something.

This channel includes some info - https://www.youtube.com/@RogerJamesHamilton1

He covers Tesla shorting as an aside in some videos.

Concrete steps for CEOs - timestamped -
( @ZeApelido / Elon - have a watch).

This video includes Wes Christian who is a lawyer fighting Short Sellers. Timestamped at something like "how companies can change" (hint: special dividend, perhaps more) followed by "What Shareholders need to do"- timestamped -

MMTLP / Wes Christian - 13 points to Hedge Funds - timestamped -

You bad, bad enablers of shorters with your margin accounts and options (I know, more to it than that).

I don't have a margin account. But living in the UK I'm unsure whether my shares can be 'lent' out for shorting. As I understand it, my broker (Hargreaves Lansdown) doesn't hold the shares directly as they are based outside the US and so the shares are packaged in a CDI (CREST Depositary Interest), which I think means they are held “in nominee” (i.e. in the name of a subsidiary of the broker that holds stocks on my behalf). Does anyone know if the subsidiary can still lend out the shares that are held on my behalf?
 
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I just rented a model 3 from San Diego, from Budget. One of the cheapest options, rented via Costco.
I thought they charged a premium for EVs.

I guess the reduction in maintenance costs is making itself known. We’ve said for a long time these are great advertising, having them be the cheap option makes it even more of a plus.
 
I'm sure some stupid idiots will import some to use as Chelsea tractors ...
Juste parce que c'est toi:

Not entirely surprisingly, I feel addressed and extremely motivated to put your suggestion into action. I urgently need the Cybertruck for the club as a yacht tug for the "petits bateaux et les pas si petits". Then I would not have to rely on our present machineletts.



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Here in Germany, the Cybertruck should be legally roadworthy without homologation through individual approval. A bit more expensive, but not unusual, as I have learned. Soon I'll be looking into setting up a cybertruck import and operating association - maybe we'll get tax-exempt non-profit status :p
 
I thought they charged a premium for EVs.

I guess the reduction in maintenance costs is making itself known. We’ve said for a long time these are great advertising, having them be the cheap option makes it even more of a plus.

Long lifespan, next to zero maintenance cost, and premium rental pricing. What's not to like from a car rental company's perspective?
 
Did Powell fall? What happened?

ohh...Powell just said something he already said. I'd swear this is all a giant bull trap.

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You can count me in the camp that thinks this market rally is setting up to have it's rug pulled out from under it. I commented a few days ago, of the stocks in my watchlist, none of them are posting earnings and/or giving guidance that supports their current P/E multiples except for TSLA. To expect these stocks to continue expanding their PE when growth is minimal is so unrealistic that I can't help but laugh.

And this is coming from someone who thinks we will in fact have a soft landing and/or mild recession. I've thought that all along. But I just don't see anyone is expecting the market to expand PE multiples on the back of earnings and guidance so far. Definitely don't think the market will put in new low's, but I do see a decent reversal soon.
 
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