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

[Mengy]

Must be Ford

SP up when they announce it ....

I agree Ford is the most likely OEM.

 

[Oveeus]

Did they say Cyber Batteries?

 

[TN Mtn Man]

Must be Ford

SP up when they announce it ....

Would be nice if it were someone that built enough EVs to matter. Oh well, could have been GM.

 

[M|S|M MYP]

If another major OEM goes for licensing FSD, we'll see the same domino effect that we saw with NACS. Other OEMs won't want to be left out. That is a seriously high margin revenue stream, folks...

In fact, now that other OEMs know that a major OEM is already in discussions, the others might be scrambling to call Tesla right now...

Im sure BS Barra has already sent a text to Elon, since she had stated on CNBC that she texted him about NACS adoption

 

[GhostSkater]

Ha

Told ya 4680 V2 would be for Cybertruck, 10% higher energy density means 95 Wh per cell vs 86.5 Wh of the ones currently on Model Y

If weight stays constant energy density goes to 267 Wh/kg, almost on par with 2170s

But there is the catch the they might reduced the can thickness, so they might even surpass 2170s

 

[Nocturnal]

I really don't understand how we aren't bright green after this call so far but I have cash on the side and I'm happy to spend it all at a lower price.

 

[Todd Burch]

I really don't understand how we aren't bright green after this call so far but I have cash on the side and I'm happy to spend it all at a lower price.

Most of Wall Street is brain dead. They won't start buying until all these things start showing up on the balance sheet.

Those who see it coming, like us, make a mint by getting in before the runup.

 

[ByeByeJohnny]

Am I mistaken or is this some seriously more prepared, and more specific, answers on these questions that they knew in advance.

 

[cliff harris]

I love the way people other than elon are answering by default on this call. Feels like a proper top team and not just a one-man-band. plus great news on 4680s, and fsd licensing.

 

[bkp_duke]

50/50 IRA credit sharing with Panasonic (for cells made by them)

 

[AndrewZ]

Am I mistaken or is this some seriously more prepared, and more specific, answers on these questions that they knew in advance.

Most definitely

 

[M|S|M MYP]

I really don't understand how we aren't bright green after this call so far but I have cash on the side and I'm happy to spend it all at a lower price.

Remember the 3 day rule? Wall St needs at least 3 days to digest all the big brained info that Tesla spews on them during Earnings calls.

 

[M|S|M MYP]

 

[Todd Burch]

Tesla basically just said "huge 90% margin FSD licensing revenue is coming" without saying it. They literally just said they made a 10% energy density improvement in their batteries. The stock price barely moved. That's how clueless most of Wall Street is.

 

[Zextraterrestrial]

3rd Q transfer of FSD! woot...one time thing though. (per Elon)

would like to have it on something other than my 'race car'

 

[bkp_duke]

WOW

FSD ONE TIME AMNESTY transfer. Take advantage of in Q3, or it never happens again.

 

[madodel]

Remember the 3 day rule? Wall St needs at least 3 days to digest all the big brained info that Tesla spews on them during Earnings calls.

And the Market manipulators have to drive down the SP so their well heeled clients can buy in before the rocket takes off.

 

[elasalle]

1 time, 3rd Q FSD amnesty for all. More demand ...

 

[TN Mtn Man]

WOW

FSD ONE TIME AMNESTY transfer. Take advantage of in Q3, or it never happens again.

HUGE sales incentive. Much better than cutting prices or "advertising".

 

[Drumheller]

Tesla pulling a huge lever to get more sales in Q3

Expect to see more used Teslas for sale in Q4