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

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Shareholder meeting. Four/five stars. Would recommend!

I'm short on time and sleep so this will be a bit of a brain dump as I don't have the time to write something beautiful just for some n00bs to downvote it for reasons beyond understanding.

This was a fantastic event and I'm glad that I inconvenienced my work and family for a couple days to make it down there. Austin was great all around and it was sweet to meet some new Tesla bulls at the various events. I even managed to sneak an ugly/silly selfie onto K10's phone, the real reason I went to Texas of course.

Yup, it's big baby. As I approached the factory the amount of Tesla related construction for miles all around was staggering. We haven't seen anything yet.

Every employee I engaged with appeared truly happy to be there, psyched to work for Tesla, and loved to talk about anything Tesla. They seemed to be genuinely curious about our thoughts on products. Truly, a spectacular team. Speaking of that team, after the event when most people were clearing out from the chairs and I was waiting to meet Rob Maurer, myself and a lady accidentally bumped into each other going around a pole. It was a mutual oops and we both smiled. Three brain cycles later I realized "holy sh!t that's Robyn Denholm I just bumped into". Apparently Elon gets all the security and the chair of the board is like whatever.

The truck. It truly looks great. I realized what's going on with the front and why sometimes it looks stunted. It's because of how curved the front is now. This only happens at certain angles. Most of the time it looks phenomenal but from the side the front end can appear stunted. I believe the tires said LT285/65R20 123/120H. I have hi-res images of every part of that thing so feel free to ask for specifics. The windshield wiper is no big deal, blends right in. The mirrors don't look bad and do appear to in fact be easily removable. Also, the "vault" was open and I was able to look in and up right through the roof. Either there was no cover on this truck or it does not go into the roof as some had speculated. I saw the OG Cybertruck in NY when Elon did SNL and this appears slightly less aggressive but a more finished product, as it should be. It was unfortunate that they kept it at such an distance, though, it did make for great photos and allow everyone to easily see it this way.

The Semi truck is super cool. Not sure what to say on it. The interior is out of this world and I can't wait until these things are everywhere not stinking up the air. I did get a photo of the charge port but Im sure that's public at this point.

The factory tour was a bit of a disappointment. They took us in groups of 20 and insisted we keep our phones in our pockets. Try as I might, I didn't see anything I would have even wanted to take a photo of. We primarily just saw the end of one of the Model Y lines from the ground and from the upper level. Cool to see for sure, but no battery stuff, castings, cybertruck, updates, nothing. The whole tour was maybe eight minutes. Happy I did it but definitely a bit of mehhh.

I'm sure you've all seen but they had a few other Teslas at the entrance. The Ultra Red on the Model S is absolutely stunning. I've seen it a few times now but this was my best look at it. Move over Mazda red. On the daily I considering trading my P3 in for an Ultra Red Plaid as it is simply stunning. This will definitely be the color I get my Roadster in in, what is it now, 2025? Sigh. I'm so happy that guy asked for an update but "hopefully starting production next year" sounds like I'd get the car 2025 at the earliest. I know "nice problem to have" but it's a bit of a downer. Hopefully the highland refresh gives us a faster P3 in the meantime. The dark cherry Y does nothing for me. It was way too dark, even in the blasting sun. While I wouldn't go for it, the new silver color looked very cool. Looked like liquid stainless steel...if that makes any sense.

Elon. It was fantastic to see him in person. He was energetic, cheerful, charming, etc. You all saw the broadcast but I will add that when he agreed to advertising the crowd went absolutely wild. He did mention being surprised by the reaction but, seriously, the crowd went nuts. At the end when he offered to take questions there immediately appeared three huge lines. Amazingly, he answered nearly everyone's question. It's just so awesome that the richest guy in the world who's a mega-genius is so humble, thoughtful, and giving with his time.

I saw David Faber who seemed very nice. I always liked him and I think his interview with Elon was a masterclass. I give David an A+ and Elon an A in that one. Good stuff.

I was very happy to see Rob Maurer and waited in line to shake his hand and say thank you for being awesome. Another dude who was humble and genuine to everyone he interacted with. I'm pretty sure I was the only person who didn't ask for a selfie after speaking to him. I love Rob but seriously why are all these people taking selfies with him. lol I met a lot of the "Tesla Twitter celebs" as if that's a thing. Everyone was very nice but the whole thing just seemed a little weird somehow. It often feels to me like some of these people, Meet Kevin for example, are more interested in pushing their own thing and riding the Tesla coattails than actual genuine love of the company. After the event he was doing some loud video with a mini crew talking to Sandy on FaceTime and it just felt off-putting to me. Maybe it's me. I grew up on Long Island and was a fan of the generally horrible Mets because the amazing Yankees had so many fans that somehow seemed like they didn't actually care about baseball. I know this is going to sound insane but a part of me wishes there's a stock crash and all the sideshow nonsense gets wiped out and there's not a new YouTube channel devoted to Tesla being made every hour. The true believers will hold and buy and then the company and the stock can continue while all the influencers can go talk about some other ARKK stocks. So yeah, just looking around that made it all still feel bubbly but then again I'm sure this was always the case with Apple which continued to essentially be the greatest stock of all time....for now. No biggie, just a side thought I had and wanted to share. Again, everyone was very nice.

My takeaway is don't sweat the small stuff. I'm a progressive from NY ["woke" in boomer parlance] and I've had my share of eye rolls the past twelve months, and twelve hours, but Elon is amazing and I hope he stays as CEO as long as he desires. Some of us overanalyze every little damn thing he says or does and then make all these predictions that don't happen and then get pissed then blame it on Twitter...etc..etc. It's nonsense. This company is absolutely kicking ass, is stronger than ever, is currently only selling vehicles that it developed years ago before it became a profitable global powerhouse. I can't imagine what's to come from Elon and the rest of the Tesla team. I've never been prouder to be a shareholder and I look forward to taking Elon's suggestion and buying the dip.

I took a ton of photos. If anyone is looking for anything specific please ask.

IMG_4759.jpg
 
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Shareholder meeting. Four/five stars. Would recommend!

...

Awesome write up

And thanks for the tire specs, just trying to see if we can learn anything from it

120 is 3086 lbs per tire or 12344 lbs total of load carrying capacity. F150 has 3325 lbs of cargo capacity. Also the 14k lbs of towing capacity at 15% tongue weight is 2100 lbs

So subtracting everything we can say Cybertruck should weight less than 6919 lbs or 3138 kg. Keep in mind I don't know and couldn't figure out if tongue weight eats into cargo capacity or how all that is determined, or if even with a weight distributing hitch the tongue weight is evenly spread out between 4 tires. Might be even lower weight

If that is right, it will be lighter than the R1T, and maybe lighter than F150, while having better specs all around
 
Shareholder meeting. Four/five stars. Would recommend!

I'm short on time and sleep so this will be a bit of a brain dump as I don't have the time to write something beautiful just for some n00bs to downvote it for reasons beyond understanding.

This was a fantastic event and I'm glad that I inconvenienced my work and family for a couple days to make it down there. Austin was great all around and it was sweet to meet some new Tesla bulls at the various events. I even managed to sneak an ugly/silly selfie onto K10's phone, the real reason I went to Texas of course.

Yup, it's big baby. As I approached the factory the amount of Tesla related construction for miles all around was staggering. We haven't seen anything yet.

Every employee I engaged with appeared truly happy to be there, psyched to work for Tesla, and loved to talk about anything Tesla. They seemed to be genuinely curious about our thoughts on products. Truly, a spectacular team. Speaking of that team, after the event when most people were clearing out from the chairs and I was waiting to meet Rob Maurer, myself and a lady accidentally bumped into each other going around a pole. It was a mutual oops and we both smiled. Three brain cycles later I realized "holy sh!t that's Robyn Denholm I just bumped into". Apparently Elon gets all the security and the chair of the board is like whatever.

The truck. It truly looks great. I realized what's going on with the front and why sometimes it looks stunted. It's because of how curved the front is now. This only happens at certain angles. Most of the time it looks phenomenal but from the side the front end can appear stunted. I believe the tires said LT285/65R20 123/120H. I have hi-res images of every part of that thing so feel free to ask for specifics. The windshield wiper is no big deal, blends right in. The mirrors don't look bad and do appear to in fact be easily removable. Also, the "vault" was open and I was able to look in and up right through the roof. Either there was no cover on this truck or it does not go into the roof as some had speculated. I saw the OG Cybertruck in NY when Elon did SNL and this appears slightly less aggressive but a more finished product, as it should be. It was unfortunate that they kept it at such an distance, though, it did make for great photos and allow everyone to easily see it this way.

The Semi truck is super cool. Not sure what to say on it. The interior is out of this world and I can't wait until these things are everywhere not stinking up the air. I did get a photo of the charge port but Im sure that's public at this point.

The factory tour was a bit of a disappointment. They took us in groups of 20 and insisted we keep our phones in our pockets. Try as I might, I didn't see anything I would have even wanted to take a photo of. We primarily just saw the end of one of the Model Y lines from the ground and from the upper level. Cool to see for sure, but no battery stuff, castings, cybertruck, updates, nothing. The whole tour was maybe eight minutes. Happy I did it but definitely a bit of mehhh.

I'm sure you've all seen but they had a few other Teslas at the entrance. The Ultra Red on the Model S is absolutely stunning. I've seen it a few times now but this was my best look at it. Move over Mazda red. On the daily I considering trading my P3 in for an Ultra Red Plaid as it is simply stunning. This will definitely be the color I get my Roadster in in, what is it now, 2025? Sigh. I'm so happy that guy asked for an update but "hopefully starting production next year" sounds like I'd get the car 2025 at the earliest. I know "nice problem to have" but it's a bit of a downer. Hopefully the highland refresh gives us a faster P3 in the meantime. The dark cherry Y does nothing for me. It was way too dark, even in the blasting sun. While I wouldn't go for it, the new silver color looked very cool. Looked like liquid stainless steel...if that makes any sense.

Elon. It was fantastic to see him in person. He was energetic, cheerful, charming, etc. You all saw the broadcast but I will add that when he agreed to advertising the crowd went absolutely wild. He did mention being surprised by the reaction but, seriously, the crowd went nuts. At the end when he offered to take questions there immediately appeared three huge lines. Amazingly, he answered nearly everyone's question. It's just so awesome that the richest guy in the world who's a mega-genius is so humble, thoughtful, and giving with his time.

I saw David Faber who seemed very nice. I always liked him and I think his interview with Elon was a masterclass. I give David an A+ and Elon an A in that one. Good stuff.

I was very happy to see Rob Maurer and waited in line to shake his hand and say thank you for being awesome. Another dude who was humble and genuine to everyone he interacted with. I'm pretty sure I was the only person who didn't ask for a selfie after speaking to him. I love Rob but seriously why are all these people taking selfies with him. lol I met a lot of the "Tesla Twitter celebs" as if that's a thing. Everyone was very nice but the whole thing just seemed a little weird somehow. It often feels to me like some of these people, Meet Kevin for example, are more interested in pushing their own thing and riding the Tesla coattails than actual genuine love of the company. After the event he was doing some loud video with a mini crew talking to Sandy on FaceTime and it just felt off-putting to me. Maybe it's me. I grew up on Long Island and was a fan of the generally horrible Mets because the amazing Yankees had so many fans that somehow seemed like they didn't actually care about baseball. I know this is going to sound insane but a part of me wishes there's a stock crash and all the sideshow nonsense gets wiped out and there's not a new YouTube channel devoted to Tesla being made every hour. The true believers will hold and buy and then the company and the stock can continue while all the influencers can go talk about some other ARKK stocks. So yeah, just looking around that made it all still feel bubbly but then again I'm sure this was always the case with Apple which continued to essentially be the greatest stock of all time....for now. No biggie, just a side thought I had and wanted to share. Again, everyone was very nice.

My takeaway is don't sweat the small stuff. I'm a progressive from NY ["woke" in boomer parlance] and I've had my share of eye rolls the past twelve months, and twelve hours, but Elon is amazing and I hope he stays as CEO as long as he desires. Some of us overanalyze every little damn thing he says or does and then make all these predictions that don't happen and then get pissed then blame it on Twitter...etc..etc. It's nonsense. This company is absolutely kicking ass, is stronger than ever, is currently only selling vehicles that it developed years ago before it became a profitable global powerhouse. I can't imagine what's to come from Elon and the rest of the Tesla team. I've never been prouder to be a shareholder and I look forward to taking Elon's suggestion and buying the dip.

I took a ton of photos. If anyone is looking for anything specific please ask.

View attachment 938752
Very insightful. Thanks for taking time to write this. You’re right on mark on everything.
From contrarian standpoint I have often wondered about all Twitter and YouTube celebrities but your point about AAPL is accurate. I did not invest in AAPL in 1992 through 2000 and then 2008 through 2012 due to mistaken belief that stock was already too popular. I was wrong
I invested in Google in 2005 despite books written about company and same with FB in 2013. So a company stands on its own merits independent of extraneous considerations
 
Awesome write up

And thanks for the tire specs, just trying to see if we can learn anything from it

120 is 3086 lbs per tire or 12344 lbs total of load carrying capacity. F150 has 3325 lbs of cargo capacity. Also the 14k lbs of towing capacity at 15% tongue weight is 2100 lbs

So subtracting everything we can say Cybertruck should weight less than 6919 lbs or 3138 kg. Keep in mind I don't know and couldn't figure out if tongue weight eats into cargo capacity or how all that is determined, or if even with a weight distributing hitch the tongue weight is evenly spread out between 4 tires. Might be even lower weight

If that is right, it will be lighter than the R1T, and maybe lighter than F150, while having better specs all around
Trailer tongue weight subtracts from payload.
Cybertruck reveal listed max payload at 3,500 pounds.
Commercial use gets extra regulations if the GVWR is over 10,000 pounds, so curb target would be 6,500 lbs or less.
 
Ah, I see, " . . . am down to one share of TSLA stock . . ." explains much.

Wish I could have predicted the irresponsible, unhinged, and factually incorrect, commentary from our brilliant, yet often damaged, CEO like you were able to. It would have saved me soooo much stress, time, and money.

What's your secret?
The Secret. It's my job. Assessment of human behavior. I have done this for many, many years. I did it in the military and I do it professionally.

Since 2014, I have owned a lot of TESLA shares (79% of my portfolio in 2022), and it wasn't easy to give it up, (especially the cost basis -ouch). but when I see assess the indicators of rapid deterioration (Twitter, et al), I ACT, and I too wish I would have acted sooner, like between 400 and 300. I shared the news (actually on this forum, multiple times, months ago) to a massive reception of "Thumbs Down". Those whose portfolios are probably now the thumbs down. I fully understand time in the market, not timing the market, but to every adage, there are multiple exceptions. To each their own. I rode SGML up, instead of TSLA down. My small investment team of veterans, assesses opportunities like this and shares the information. Most act on it. Do we get them all right, NO. But we do well. Assessement, Chart man, History, By the Numbers, Technicals, Personality Assessment, Product, Community, Quality, etc. We have specialists examining a lot of variables and in Tesla's case, Musk's recent (one year) behavior has been more than concerning. I am not saying, it can't flip once he is back in the saddle at Tesla, doing what he loves best. In fact, it might turn backs somewhat.

You might be surprised to know that yesterday, with the exception of one TSLA share, I was completely in CASH until the potential outcome of the fabricated debt ceiling issue resolves (Why take the risk?). As tensions eased today, I am back in the market 80% with a huge amount in JEPQ ETF, which safley grows a bit on most days (13.1% per annum) AND pays a 12.1% per annum dividend on a monthly. If you have some stocks making 25% per year, please share. It's great place to park money (somewhat safely in a market like this and it provides the fluidity to pull out money to invest in bargains. It's far better than the FDIC trading rate of 0.35%, the banks or CDs and bonds that lock you into a time period). I digress.

I am a strong believer in the Tesla product and promote it at every opportunity. ("My current Tesla is my ninth), and I live to support the mission (to accelerate the world to sustainable energy). I'll be back into TSLA and probably soon, (like tomorrow morning, HINT). But in the meantime, I can both support the product and the mission, stop the bleeding, not endorse the rantings of our fearless leader, while at the same time, I can accumulate a little to pass on to the grandchildren.
 
In a sad irony, the upstanding, queue respecting Scandinavian @KarenRei was denied opportunity to ask a question because of rude American line cutters.
She's American.
I was very happy to see Rob Maurer and waited in line to shake his hand and say thank you for being awesome
Good on Rob for keeping a level head and away from all the parasitic Tesla "celebrities".
 
As tensions eased today, I am back in the market 80% with a huge amount in JEPQ ETF, which safley grows a bit on most days (13.1% per annum) AND pays a 12.1% per annum dividend on a monthly. If you have some stocks making 25% per year, please share.
While I certainly wish I'd exited at in to 400s and eaten the tax burden, I don't see how buying into JEPQ does what you say - Google finance only has it back to may of 22, and it's down 5% not up 13%.

I'll admit being down 5% while making a dividend sounds great since November of 2021, but it's not making 25% a year.
 
While I certainly wish I'd exited at in to 400s and eaten the tax burden, I don't see how buying into JEPQ does what you say - Google finance only has it back to may of 22, and it's down 5% not up 13%.

I'll admit being down 5% while making a dividend sounds great since November of 2021, but it's not making 25% a year.


yeah this is the second time I've seen that person pump JEPQ in this thread with claims about the annual gains for a fund that appears to only have existed for a single year
 
Trailer tongue weight subtracts from payload.
Cybertruck reveal listed max payload at 3,500 pounds.
Commercial use gets extra regulations if the GVWR is over 10,000 pounds, so curb target would be 6,500 lbs or less.
A friend of mine was at the event. He’s pretty moderately big in the community, I‘ve seen a fair number of his Cybertruck tweets posted here lately. Anyhow… he was talking to a Tesla engineer who suggested the truck was 50% heavier than the Model Y. Which is my very long winded way of saying a “reliable source” affirmed your estimate.
 
Hah, I think this is an underestimate! Elon said Optimus could be worth more than the rest of the company combined. That's (roughly):
  • Auto: 1 unit
  • Energy: 1 unit
  • Insurance: 0.3 units
  • Everything Else: 0.7 units
  • FSD/Robotaxi: 4 units
The sum is ~7 units. So if Optimus is worth more than the rest of the company combined, it is also at least 7 units, or >7x the current Mkt Cap. This is $3.5T dollar valuation on Optimus.

I believe this estimate is also low. The TAM for Optimus starts with the global labor market, so much more likely to be 100x. Then with SpaceX, Starship, and asteroid mining, the TAM becomes our Solar System (unless you want to extract plantinum in the mines on 16-Psyche). And that's just in our lifetimes (interstellar travel will likely come in the 22nd Century, so let's not account for it just yet). Suffice to say I hope Tesla mostly leases Optimus on Earth (maybe take cash for the ones destined for mines in the outer solar system). ;)

Cheers!
More of this nonsense here for the stoopids:
Super Bull Future TSLA Valuations

Nice write up by Heltok on Optimus:
Tesla Optimus Sub-Prime Robot

Testing the waters in India?
Gigafactory locations and products

I believe that advertising has been mentioned? Direct line to Elon here if you have ideas for infomercials:
Need for Tesla Advertising / PR

Up to 70% of your robotaxi sales anyone?
Tesla Network / Robotaxi Business Model

Elon couldn’t tell you that prompt engineering is the way forward.
Universal Basic Income (UBI) is coming

Is a van the second new vehicle?
Tesla Van

M2=M3-long nose?
Tesla Compact Hatch Coming?

Elon staying:
Next Tesla CEO/COO
 
While I support Elon's right to say what he wants to, I also do agree with your post and have seen similar responses from people I've talked to. Elon's behavior has had negative impacts on Tesla as a brand. The size of that impact is very open for debate of course, but the impact itself is real in my opinion.

Still, Tesla as a company is doing very well despite this impact. :cool:
Some doors close, others open. 🤷‍♂️

If people want to cut off their noses to spite their faces and purchase a demonstrably inferior EV, that's their prerogative.🤦‍♂️
 
For those of you who don't know, Youtube channel CallasEV makes some great, relatively unbiased FSD vs Waymo drives based out of the Phoenix, Arizona area. Waymo just expanded their area of service in the greater Phoenix region, which made the difference in arrival times between Waymo and FSD in the most recent video to be staggeringly different since Waymo does not support driving on freeways. When I say staggeringly different, I'm talking about more than twice the amount of time to arrive at the same destination on a drive that took FSD 26 minutes:

1684401192469.png


 
Elon has spoken several times regarding the value of FSD and robotaxis to the future value of TSLA. This includes the predicted 5x utility if the car is self driving and out earning money. One unknown I would like to understand better is how we expect the liability to be managed and is the liability greater or less overall in cost. This is particularly relevant as liability will shift to Tesla in some form. Consider two scenarios:


  1. Current situation where human driver is at fault and severely injures passenger in his car and in another car. His family member riding in the car probably does not sue the driver but insurance helps with medical bills. Family in other car will sue and there is individual insurance plan for that. Driver is happy he was driving a Tesla.
  2. Self driving car causes same wreck with same injuries. Overall risk of this wreck occurring is less but now everyone is suing. There are insurance settlements and big lawsuits against one of the largest richest companies in the world (Tesla). The individual driver is no longer at fault and he is suing Tesla for making an unsafe product. His injured family member is suing Tesla for significantly more than the medical bills. Class action lawsuits crop up and lawyers specialize in suing Tesla for routine car wrecks. It is easy to imagine that any benefit in risk reduction does not save money overall if each wreck is more expensive. How should we design insurance products (and regulation) in this case?
Great question.
How I like to think about it is that when FSD is 10x safer than a human driver, there will be 10x less accidents. Note that this is from the perspective of one car being 10x safer. If both hypothetical cars are 10x safer, does that make those cars together 100x safer? So 100x less accidents?
Or 100x less impact from each accident?
What would that mean for insurance?
 
While I certainly wish I'd exited at in to 400s and eaten the tax burden, I don't see how buying into JEPQ does what you say - Google finance only has it back to may of 22, and it's down 5% not up 13%.

I'll admit being down 5% while making a dividend sounds great since November of 2021, but it's not making 25% a year.
JP Morgan's Darling ETF JEPI has been around for over 10 years. Its newest fund JPEQ, has recently outperformed its sister.

As I stated, here are JEPQs YTD Earnings. Check it at Google Finance. My math says 14.36 and 12.1 = 26.46
A far cry from Tesla's move down when I sold it in Oct 22 at $230 and its drop to $108 or its current $173. Will it come back? Of course. I may be selling some JEPQ today and moving it into TSLA. That's my point. I use JEPQ as my bank (base). I can make roughly 25% and I only move funds out of it, if I feel that I can do better than that on a short-term basis. It's just my strategy. I don't like that feeling of riding a stock to the bottom out of principle.

I trade in the present. If you want a comparable fund, with a longer history, JEPI might be a good choice. These are not funds I use to make a lot of money. They are places to park cash when the market is extremely labile. JEPI vs. JEPQ — ETF comparison tool

1684406360248.jpeg


Because of my belief in the product, and the mission, and, yes, the pied piper, I too, held TSLA way too long, not selling until it fell to $230. Shame on me. Lesson learned. Part of that time I was UNDER THE INFLUENCE. Under the influence of a broker, who was PREACHING, guess what, IT'S TIME IN THE MARKET, NOT MARKET TIMING! He complained about me trading too much. Well, I gained $100k in the first six months after dumping the broker. I understand that independent trading is not for everyone, but it works for me and I continue to learn. My risk tolerance level is quite high, as the market is not the sole source of my income or savings, but the JP Morgan funds have certainly been more beneficial than leaving the cash in the fund or a bank or getting it locked into a CD or bond. I like the idea that I can cash out my JEPQ on any day, as I did during the debt ceiling crisis. I do however make sure that I am "in" the stock when dividend day is recorded (1st of the month).

And BTW, I don't "push" any stock. As in my trading group, we make suggestions from our experience in trying to help each other. When your finger hits the keyboard, it is your decision. Thank God, I am not a broker. I couldn't sleep at night losing money for my clients

Believe me, I understand the pain (I felt some on a recent AI rapid stock drop) and these ideas are merely a trading strategy that works for me. Yesterday, My TD advisor endorsed it. Hopefully, the suggestions are some salve for some of the recent TSLA pain. I know, I felt empty when I offloaded a stock I had carried for so long. That's the point. You shouldn't be carrying the stock. It should be carrying you. You can always jump back into TSLA when it begins to float. And according to Rey Jay that may be soon.

As I have posted previously, I find that Rey Jay is a very reputable investor, who explains TSLA and the market in general on a daily basis in terms I can understand. I have learned a lot from him.

Happy and prosperous trading!
 
Awesome write up

And thanks for the tire specs, just trying to see if we can learn anything from it

120 is 3086 lbs per tire or 12344 lbs total of load carrying capacity. F150 has 3325 lbs of cargo capacity. Also the 14k lbs of towing capacity at 15% tongue weight is 2100 lbs

So subtracting everything we can say Cybertruck should weight less than 6919 lbs or 3138 kg. Keep in mind I don't know and couldn't figure out if tongue weight eats into cargo capacity or how all that is determined, or if even with a weight distributing hitch the tongue weight is evenly spread out between 4 tires. Might be even lower weight

If that is right, it will be lighter than the R1T, and maybe lighter than F150, while having better specs all around
Very good analysis but I would caution on weight estimates.. you have good points but it could simply be the tires look badass.

Looking forward to getting one in a few years when my no options reservation number gets called. I am resigned to a long wait.
 
Hopefully, the suggestions are some salve for some of the recent TSLA pain. I know, I felt empty when I offloaded a stock I had carried for so long. That's the point. You shouldn't be carrying the stock. It should be carrying you. You can always jump back into TSLA when it begins to float. And according to Rey Jay that may be soon.

Not all TSLA investors have short time horizons like you do though. For example, I don't feel like I'm "carrying" Tesla stock, my time horizon is 10 years or more and I'm quite content to simply HOLD it for that long throughout all the inevitable ups and downs. Sure I could possibly make "more money" by executing perfect day / swing trades, but I don't feel like I need to bother and it's much more stress free to simply HOLD for 10+ years. Even today I am still WAY up on my TSLA cost basis, so much so that I'm happy to HOLD it through all of this economic turmoil, which will eventually pass.

I am very confident TSLA will be much higher in 2030 than it is today. :cool: