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

[2daMoon]

Actually, I'm still trying to prepare for understanding how the energy transition and potential macro black swans might change the investment landscape from an outsider's perspective! Yes, its super out there and macro, but I'm trying to comprehend this transition before/while it actually happens.

In the voice of Jeremy Clarkson, some say, it will be done in two weeks...

But I'm more of the mind that we are actually looking at many decades to complete the transitions of everything from the power structures of industry and government down to managing transactions at an individual level. This will probably take generations before it reaches anything resembling Star Trek due to the momentum that must be overcome/redirected at every level. Humanity doesn't change quickly by nature, except when forced to, by nature.

For now, I think we are in the catbird seat with Tesla/TSLA to weather these initial squalls brought on by these steps taken toward the larger end game.

The macro black swans may impact most harshly the parts of the system that are being displaced by the new paradigm as the Mission makes them more vulnerable to the winds of change. It could be a lot like watching dominoes falling in a line. Just gotta scan ahead to see where the line of standing dominoes lead.

 

[M|S|M MYP]

Not sure if real or not

 

[dm28997]

Reminds me of a Model X towing a Boeing 747

https://twitter.com/x/status/1625923257902985221

 

[bkp_duke]

Reminds me of a Model X towing a Boeing 747

https://twitter.com/x/status/1625923257902985221

Bloody heck, that's a 3 towing that tandem set to boot!

 

[MP3Mike]

This and general power sharing requirements will be handled by V4 Superchargers pretty handily. Let's hope we hear more about them in March and they start actually deploying them soon.

We will see, but someone that has posted supposed V4 specs show that they aren't much different than V3. (Still limited to 250kW/port, ~400kW/cabinet)

Even Rivian is going with allocating under 100kW/stall. It seems like the actual sweet spot for costs and grid availability.

But I question if their information is accurate.

 

[2daMoon]

Not sure if real or not

View attachment 907621

 

[AperiodicCoder]

We will see, but someone that has posted supposed V4 specs show that they aren't much different than V3. (Still limited to 250kW/port, ~400kW/cabinet)

Even Rivian is going with allocating under 100kW/stall. It seems like the actual sweet spot for costs and grid availability.

But I question if their information is accurate.

Interesting. I was hoping we'd see MW charging with V4.

I don't remember all the specifics but I'm thinking about when I watched this video:

His thoughts are V4 will be MW and a semi charger will be multi-MW.

 

[Prunesquallor]

I just did a 5,500 mile LA >> Augusta, GA roundtrip. I must have hit 6 different Buc-ee's along the way. Folks, if you've never been to a Buc-ee's you owe it to yourself to visit one. Kinda like Flying J and Wal-mart had a baby. They are truly impressive and offer Tesla drivers a great experience while waiting to charge. Brilliant move on BOTH Tesla and Buc-ee's part. PS. Every single Supercharger along the way WORKED!

Did you hit this one? New 48-stall SC at Buc-ees in Temple, TX.

 

[Prunesquallor]

Not sure if real or not

View attachment 907621

Looks legit. He's got the gray checkmark! Looks like all is forgiven.

https://twitter.com/x/status/1625999082924957698

 

[advocate8]

Looks legit. He's got the gray checkmark! Looks like all is forgiven.

https://twitter.com/x/status/1625999082924957698

Just hope huge amount of the broader US expansion this apparently signals (beyond the opening of some existing superchargers) will be done to Tesla standards. Just cannot abide other chargers.

 

[SOULPEDL]

Reminds me of a Model X towing a Boeing 747

https://twitter.com/x/status/1625923257902985221

Reminds me of this one car towing a house, which is literally what that Tesla is pulling. 4 rooms! Boxable is so backlogged it's not funny. When are others going to compete?

Then it said "Or did we solve shipping?" Which reminds me of this:

And then...

Not to go off topic or nothing... but transport is a big part the business.

 

[navguy12]

If the sentence starts with "Elon Musk is a fraud" or Elon Musk is a proven liar", it is deemed as a bot and pay no attention to them.

Well, many of them were attacks against him because of his wealth.

 

[ZeApelido]

Did you hit this one? New 48-stall SC at Buc-ees in Temple, TX.
View attachment 907627

Sorry I never stop in the middle of nowhere, TX.

I've seen the original Texas Chainsaw Massacre

 

[navguy12]

Did you hit this one? New 48-stall SC at Buc-ees in Temple, TX.
View attachment 907627

Very smart setup. Positioning of the chargers is such that no one will want to ICE them because they are farthest from the facility; too far to walk to make a point (whatever point ICEing is trying to make).

 

[Ogre]

Well, many of them were attacks against him because of his wealth.

Just like everyone hates Warren Buffet…. Right?

 

[juanmedina]

They will never invest in Tesla too bad.

 

[TesslaBull]

Grabbed a few shares at $210 today

Well, can't go back and edit, but now that I actually checked my account, the order went through at $208.80! Even better. It was a $210 limit order so a little better than I expected. New to the single stock game, this is fun! I have about 50 more shares to buy before investors day. Yes, I'm a tiny fish

Also, for those that missed it, nick name is Bear, and own a Tesla, hence the username!

 

[kclifton]

Well, can't go back and edit, but now that I actually checked my account, the order went through at $208.80! Even better. It was a $210 limit order so a little better than I expected. New to the single stock game, this is fun! I have about 50 more shares to buy before investors day. Yes, I'm a tiny fish

Also, for those that missed it, nick name is Bear, and own a Tesla, hence the username!

Don't forget to diversify your single stocks investments by getting some leaps.

not investment advice.

 

[Nolimits]

Well, can't go back and edit, but now that I actually checked my account, the order went through at $208.80! Even better. It was a $210 limit order so a little better than I expected. New to the single stock game, this is fun! I have about 50 more shares to buy before investors day. Yes, I'm a tiny fish

Also, for those that missed it, nick name is Bear, and own a Tesla, hence the username!

Gotta start somewhere! This stock is volatile and will test your stomach. But through ups and downs it’s hella entertaining.

 

[Knightshade]

Tesla (TSLA) is sold out of Model Y for the quarter

Tesla has sold out the Model Y for the quarter in the United States with no more production builds until...

electrek.co