I went back and listened to the last question in Q&A yesterday about plant shutdowns for retooling- I gotta think Elon is purposely sandbagging on this. Elon shut down Zach’s response as soon as he said it “won’t be a profound reduction… (inaudible)… quite small”. I think Elon wants the analysts to bake in a significant production decline estimate just so he can handily beat it.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Knightshade
Well-Known Member
Whose definition? Support to whom?
For example:
:max_bytes(150000):strip_icc()/GettyImages-482181887-8265fbe527904c04a42a95d94485676e.jpg)
Original Equipment Manufacturer (OEM): Definition and Examples
An original equipment manufacturer (OEM) provides components for another company’s product and works closely with the seller of the finished product.
An original equipment manufacturer (OEM) is a company whose goods are used as components in the products of another company, known as a value-added reseller (VAR). The VAR works closely with the OEM, which often customizes designs based on the VAR's needs and specifications
or
Original Equipment Manufacturer (OEM)
An Original Equipment Manufacturer or OEM is a company that manufactures and sells products or parts of a product that their buyer, another company
corporatefinanceinstitute.com
An Original Equipment Manufacturer or OEM is a company that manufactures and sells products or parts of a product that their buyer, another company, sells to its own customers while putting the products under its own branding. OEMs commonly operate in the auto and computer industries.
or
OEM: Meaning, Examples, Software and more | ToolSense
OEM, meaning Original Equipment Manufacturer, relates to a company that supplies equipment to another one. For more information, click here.
toolsense.io
The abbreviation stands for “original equipment manufacturer”. It refers to any company that manufactures products for or parts designed to be incorporated into an end product from a different company.
All 3 of those seem to fit Magna, which builds parts and cars for other companies to put their name on and resell, rather than magna directly selling the cars to customers themselves....and Magna provides support to the reselling car companies, not end consumers.
larmor
Active Member
I think he doesn't care about micro adjustments on production line throughput-- the question to ask was why or what improvements to the car or production process are being done?
Know your audience :Whose definition? Support to whom?
For example:
Original Equipment Manufacturer (OEM): Definition and Examples
An original equipment manufacturer (OEM) provides components for another company’s product and works closely with the seller of the finished product.www.investopedia.com
An original equipment manufacturer (OEM) is a company whose goods are used as components in the products of another company, known as a value-added reseller (VAR). The VAR works closely with the OEM, which often customizes designs based on the VAR's needs and specifications
or
Original Equipment Manufacturer (OEM)
An Original Equipment Manufacturer or OEM is a company that manufactures and sells products or parts of a product that their buyer, another company
An Original Equipment Manufacturer or OEM is a company that manufactures and sells products or parts of a product that their buyer, another company, sells to its own customers while putting the products under its own branding. OEMs commonly operate in the auto and computer industries.
or
OEM: Meaning, Examples, Software and more | ToolSense
OEM, meaning Original Equipment Manufacturer, relates to a company that supplies equipment to another one. For more information, click here.
The abbreviation stands for “original equipment manufacturer”. It refers to any company that manufactures products for or parts designed to be incorporated into an end product from a different company.
All 3 of those seem to fit Magna, which builds parts and cars for other companies to put their name on and resell, rather than magna directly selling the cars to customers themselves....and Magna provides support to the reselling car companies, not end consumers.
https://www.automotive-fleet.com/encyclopedia/oem
"OEM is an abbreviation for original equipment manufacturer. In the automotive industry, this term generally refers to automotive manufacturers. It can also refer to the manufacturer of origin for any product."
Your selections are Tier-1s
OEM and Tier 1 in manufacturing of automotive components | Knauf
"Basically, it is the OEM – the manufacturer of the final product – that deals with the final release of the vehicle to the market. Usually, it cannot function without other suppliers."
Reports are in that a trade-in will not be required, you can just move FSD to a new vehicle purchase: How to get your free FSD transfer - trade-in not required [Update]
But it seems that the "within a reasonable time" of the end of Q3 portion got dropped. Take delivery by 9/30 to qualify:
Full terms: (Which are basically identical to how they handled the lifetime Free Unlimited Supercharging to 6 years of free Supercharging on a new vehicle promotion.)
But it seems that the "within a reasonable time" of the end of Q3 portion got dropped. Take delivery by 9/30 to qualify:
Full terms: (Which are basically identical to how they handled the lifetime Free Unlimited Supercharging to 6 years of free Supercharging on a new vehicle promotion.)
FINALLY, some good old corporate sandbagging!
Jeez, don't you think they're smart enough to have already figured all of this out?
Alternate uptick rule now in effect...
2daMoon
Mostly Harmless
Phobi
Member
Backing up the truck, gonna run over one of these panic sellers… 
Stressful times indeed.
P.S.
…Elon said renovations can wait. Let’s go!!!
Stressful times indeed.
P.S.
…Elon said renovations can wait. Let’s go!!!
While last night's earnings call was kind of a (some interesting bits of information here and there but the call felt more unfocused than usual, in my opinion, and hearing Elon ramble about the same things every call is a bit tiring), I'm surprised we're down a whopping ~10%, since a lot of the numbers in the earnings report are good, all things considered.
Guess some of that NASDAQ rebalancing is probably hitting the stock as well? Big tech sure looks pretty red today overall...
Guess some of that NASDAQ rebalancing is probably hitting the stock as well? Big tech sure looks pretty red today overall...
2daMoon
Mostly Harmless
On an EV related note, Artemis crew will travel to launch site via Canoo.
www.teslarati.com
I hope Tesla's volley into vans offer the configuration flexibility these do.
Canoo delivers three Crew Transportation Vehicles to NASA
Canoo has delivered three specialized versions of their Lifestyle electric vehicle to NASA's Kennedy Space Center.
www.teslarati.com
bkp_duke
Well-Known Member
Reports are in that a trade-in will not be required, you can just move FSD to a new vehicle purchase: How to get your free FSD transfer - trade-in not required [Update]
But it seems that the "within a reasonable time" of the end of Q3 portion got dropped. Take delivery by 9/30 to qualify:
Full terms: (Which are basically identical to how they handled the lifetime Free Unlimited Supercharging to 6 years of free Supercharging on a new vehicle promotion.)
That's actually really favorable. You aren't required to sell your car back to Tesla.
Color me surprised.
/me goes to eye what he can get for the 2020 P Y and replace it with something new
Domestic cell and module manufacturing gets IRA credits, even if the end product is sold abroad.
However, my understanding is Megapack XL uses LFP, not local 2170s.
GrandEnigma
Member
I love how efficient the market is. Sold the 7/21 $267.50 puts I bought at market open yesterday for $152 at $640ea at close today. Got 37 shares for free.
$152 at $640ea ? for real or some decimals missing?
Sold some puts late today (sell puts to buy shares strategy). I hated the conference call; it was miserable, unfocused, and despite really needing to listen I had to give up and switch to transcripts. It was also immaterial.
I seem to always get conned by the man who yelled FSD, but I might be the only person here that actually thinks the Robotaxi is coming sooner rather than later, if only for Boring Company. It might not be something moving the needle, but to me it is a sign that a few things are stabilizing. He also had a strange focus on variety when that wasn't what people wanted to hear. I have no idea what it means, but my gut says there are a few things changing quickly.
(I do wish they could get their solar and residential business sorted out though; again, I assume there is a reason they choose not to but I have not been able to grasp what the issue is at the moment. That will require some more research on my end to understand if there should be an opportunity there or if it really is a dead-end business. I hope the atrophying wasn't to just get past the SolarCity lawsuits.)
I seem to always get conned by the man who yelled FSD, but I might be the only person here that actually thinks the Robotaxi is coming sooner rather than later, if only for Boring Company. It might not be something moving the needle, but to me it is a sign that a few things are stabilizing. He also had a strange focus on variety when that wasn't what people wanted to hear. I have no idea what it means, but my gut says there are a few things changing quickly.
(I do wish they could get their solar and residential business sorted out though; again, I assume there is a reason they choose not to but I have not been able to grasp what the issue is at the moment. That will require some more research on my end to understand if there should be an opportunity there or if it really is a dead-end business. I hope the atrophying wasn't to just get past the SolarCity lawsuits.)
insaneoctane
Well-Known Member
The data that Tesla has suggests that bFSD is safer than humans while being monitored by a human. The interventions are still quite frequent (for me) and with a human monitor, whenever bFSD does something dangerous like phantom brake checks the car behind you, the human overrides that to potentially avoid a statistical accident. I don't believe we know, statistically, how safe a non-monitored FSD system is yet.
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