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

[Watts_Up]

There are some loose boxes to the side and on top though:

The black box on the top seems to be the cover for the device located on the right side.

And the black box has holes on both sides, so it seems that it could be fixed to the firewall using the bolts located just above the black box.

 

[Artful Dodger]

In spite of yet-another episode of overnight bedwetting, Tesla's move to drop retail prices on S/X to qualifiy for IRA tax credits was inevitable: Folks just don't want to miss out on tax cuts. Don't believe it? Ask Lucid how sales are going...

A side-benefit is that Model S LR now becomes exempt in Canada from the 10% Luxury Car Tax with a sticker price drop to CAD $99,990 (a $9k reduction):

Tesla drops price of FSD in Canada and US, and drops Model S/X Standard Range from lineup, cutting prices at the same time | Drive Tesla Canada (Aug 31, 2023)​

This tax advantage will move some aluminum up North to Canada. And the increase in take-rate due to FSD price cut will likely pay for it all (esp. after the v.12 demo)!

Cheers to the Longs!

 

[Dikkie Dik]

Looks like an ecoflow powerbank. Probably not something Tesla would fit in their cars

Meh to bad. And here’s me hoping on a detachable panel/powerbank. Run of the HV in situ and portable to take into the job site or picknick spot.

 

[elasalle]

Wow The model x I bought in Dec 8 months ago is like37% cheaper and at prices less than what folks paid for model y……

 

[mongo]

Annotated photo
My guess: Powerbank to power supply to clamps to engineering harness to vehicle.

Cybertruck thread

 

[elasalle]

Cnbs and msm talking about TESLA price cuts gonna be free advertising going forward

Farley and Mary better call and ask them to stop

Pre market doesn’t know what to do ….

 

[Stormy24]

Super manifold v2 ….nice

 

[juanmedina]

Wow The model x I bought in Dec 8 months ago is like37% cheaper and at prices less than what folks paid for model y……

I am glad I made money with TSLA because buying Tesla cars have been money down the drain. It has to be worse artificial depreciation curve of any car.

 

[elasalle]

I am glad I made money with TSLA because buying Tesla cars have been money down the drain. It has to be worse artificial depreciation curve of any car.

In my case I put the 35K from the sale of my trade-in M3 and bought calls and cashed out at 97K and paid off the X

+ lower price but higher interest rates … Tesla needs a finance/loan division ….

cheers!!

 

[juanmedina]

I am glad I made money with TSLA because buying Tesla cars have been money down the drain. It has to be worse artificial depreciation curve of any car.

To the thumbs down. My car is down over 50% in value in 2 years with 11k miles on the odometer and I didn't even buy it at the peak of the market . Key word "artificial".

Cars with the worst resale value in 2022

The cars with the most depreciation in this list have a 50% depreciation after 5 years and I assume at least 50k miles. Buying a Tesla right now is an amazing deal... maybe.

 

[Xd85]

no mention of highland or price changes on you know where

edit: and I really want a replacement for my 75D with 118k mi

 

[Snerruc]

If that’s the frunk of a production truck, it looks like Ford designed the Cybertruck and Tesla the Lightning .

 

[Featsbeyond50]

I am glad I made money with TSLA because buying Tesla cars have been money down the drain. It has to be worse artificial depreciation curve of any car.

My MY was paid for with a big margin bet (not my normal practice) and if I'd kept the money in stock instead of paying for the car, I'd be worse off. I'm okay with the price cuts.

The price cut on FSD is a bigger loss to me. Those of us with FSD locked in at 7-8K on our CT orders just lost instant equity.
Assuming FSD prices don't go back up before delivery.

 

[Featsbeyond50]

If that’s the frunk of a production truck, it looks like Ford designed the Cybertruck and Tesla the Lightning .

I'm skeptical of that picture. Too shambled looking for a Tesla vehicle.

 

[Christine69420]

If that’s the frunk of a production truck, it looks like Ford designed the Cybertruck and Tesla the Lightning .

You should look again. It's filled with test equipment.

 

[uscbucsfan]

You should look again. It's filled with test equipment.

This. The pan is removed and there is an Ecoflow Powerbank plugged in for some reason.

It's not going to be delivered with that in there.

 

[Opus BC fan]

Unemployment came in at 3.8% this morning.
Employers added 187,000 jobs in August, signaling that the market is returning to pre-pandemic levels of job gains after months of cooling.

 

[Zaddy Daddy]

20-30% gross margin off of $200-300/kWh average global price sounds about right if we’re looking out a few years from now

So after all that, in the end you actually changed your mind and agree with me. Good.

 

[Buckminster]

https://twitter.com/x/status/1697592054652510380

This looks awful. Oh my goodness, think of the children.


Woohoo!

 

[Zaddy Daddy]

Absolutely massive price cuts to Model S/X. Reach under the $80k tax credit threshold is great for Model X, but will now also put downward pressure on Model Y prices.

As I astutely observed, used car prices rapidly falling in July and August predicted Tesla would have to make these kind of moves.

The FSD price cut should help margins a little bit, but I'm guessing most people get the monthly subscription anyways.

It seems almost certain now that Q3 will have even lower earnings than Q2. I wonder how long the market will let a company have a PE ratio as high as 73 when earnings growth is zilch.