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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Buckminster
Well-Known Member
Cali may mandate V2G by 2027:
Can electric cars save the grid? CA might require EVs to have V2G by 2027
Thread here for discussion:
V2G in a robotaxi world
Can electric cars save the grid? CA might require EVs to have V2G by 2027
Thread here for discussion:
V2G in a robotaxi world
Fortune through yahoo - 11:05 am EDT
Ford CEO admits the carmaker can’t ‘upskill everyone’ to work on its high-tech electric vehicles: ‘It will take too much time’
Ford CEO admits the carmaker can’t ‘upskill everyone’ to work on its high-tech electric vehicles: ‘It will take too much time’
Artful Dodger
"Neko no me"
Ironic since until 1989 Berlin meant 'mosh pit'... and the dancers also had Slavic tribe
2014 style oil price war is coming soon. Basically, Saudis - when they see the North American producers gaining market share, they start panicking and flood the market with oil supply to crush prices. Now situation is even more complex than 2014, there are fears of recession and exponential adoption of EVs as high oil prices are pushing consumers to EVs and Saudis know that once consumers get taste of EV, they are never coming back to gas vehicles. So, we can expect a price war by Saudis with the sole goal to destroy as much North American oil producers as possible and slow down EV adoption.
The next round of this fight for Tesla will not be with US fed, it will be with OPEC and Saudi. I think we have right weapons in the arsenal - mainly FSD but other factors like the $25k model which will dramatically alter peoples expectation such as stopping purchase of new gas cars and wait for the $25k EV.
Tesla selling 1.8 to 2 millions cars this year will also be sending shivers through the oil supply chains.
No wonder Tesla has boldly declared that this is the year they will destroy ICE forever.
Grab a popcorn... you have front seat on one of the humanity's defining fights.
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This type of news just annoys me.
Cybertruck & FSD Tesla. Cut the gimmicky bullcrap and put all your focus on the two things that count right now. Please!!!
Knightshade
Well-Known Member
To be fair- Tesla promised 200 mph top speed on the Plaid S in 2021 with wheel/tire upgrade. This is a promise already years late on delivery so I'm glad they finally got it done.
It is good promotional content. The number of people working on this gear is small and very likely has little to no overlap with the FSD/ Cybertruck teams.
Tesla is no longer a tiny company with just a few engineers to work on a given product.
This upgrade must come with an OTA update that unlocks the higher top speed right?
Artful Dodger
"Neko no me"
Is Tesla Stock a Buy After Earnings? — Morningstar
Cost reductions could result in higher profit margins for long-term investors.stocks.apple.com
A highly cautious review of Tesla by Morningstar, usually a sober judge of companies’ prospects. Perhaps its value orientation limits understanding of Tesla. $215 share price projection — based on only 5 million cars sold in 2030, and minimal profits from Energy.
Indeed, at 15.7% CAGR thru 2030, that's only a few points above the avg long-term return of the S&P 500 at 11.9%.
This goes to show that Wall St. still does not believe the Tesla story, or the renewables story, and WILL NOT build any change into their financial models before it appears on the 10-K... and some not even then (GoJo/JPMoarGas).
Knightshade
Well-Known Member
The review posted in a few threads here said the SW "automatically detects" if you have the upgraded hardware, though wasn't clear how, so I expect it'd just be part of all firmware going forward (same way regular track mode is, but only appears as available to cars with the right configs)
Anyone else get this same error with Tesla IR SEC filing links?
"NoSuchKeyThe specified key does not exist.edgar/data/1318605/000195004723000397/xsl/primary_doc.xmlC509MM9BT3CHSQH73PnHnHKLhEPZZEb7MUW6cdYjjn8O3iwJ7QKYGRK+E8wV77DkgBmTe6EdOv0s8zNFcvDCCxCI0qQ="
"NoSuchKeyThe specified key does not exist.edgar/data/1318605/000195004723000397/xsl/primary_doc.xmlC509MM9BT3CHSQH73PnHnHKLhEPZZEb7MUW6cdYjjn8O3iwJ7QKYGRK+E8wV77DkgBmTe6EdOv0s8zNFcvDCCxCI0qQ="
Knightshade
Well-Known Member
Knightshade
Well-Known Member
I just looked at the filings dated today of Zach and Drew selling stock... (also Zach and Drew sold stock, so expect Q to make a big deal out of it as they usually do).... anyway the PDFs worked fine, the HTMLs errored with This XML file does not appear to have any style information associated with it. The document tree is shown below
Well Zach and Drew sell roughly the same number of shares on a monthly basis and have done for years, so good luck with them spinning that...
But thanks for the heads-up, indeed the PDF is OK, but the link from the notification email goes to the HTML
Very sloppy...
JRP3
Hyperactive Member
Different departments and mostly unrelated skill sets.
GhostSkater
Member
I just realized I'm not a verified shareholder , well, I wouldn't be able to go anyway. I swear I had verified long ago
But any pointers how to get the document Tesla requires? Best I can find in my broker is the 2022 summary of my positions, nowhere I can do a current document with all the info, and Tesla says it needs to be "Statement date March 31st, 2023"
, well, I wouldn't be able to go anyway. I swear I had verified long agoBut any pointers how to get the document Tesla requires? Best I can find in my broker is the 2022 summary of my positions, nowhere I can do a current document with all the info, and Tesla says it needs to be "Statement date March 31st, 2023"
Outside the US it's almost impossible - I sent a screenshot of my account last year, zero response, it's patheticI just realized I'm not a verified shareholder
But any pointers how to get the document Tesla requires? Best I can find in my broker is the 2022 summary of my positions, nowhere I can do a current document with all the info, and Tesla says it needs to be "Statement date March 31st, 2023"
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