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

[Drax7]

The price of goods and services everywhere seem to be going up, except
The price of teslas. That does not compute. Customers are paying more
For everything except they expect teslas to be cheaper?

Tesla has to increase awareness of how cheap their cars are and
What great value they represent.

They don’t necessarily need to lower prices and sacrify margins.

 

[EldestOyster]

My quick mental math shows that the current requested is roughly in line with where the current actually is, so yeah, they didn't bother to show it because it's the same

The peak power was 327.67 kW. No one finds that curious?

 

[SarahsDad]

I believe a lot of long term holders will be throwing in the towel today, finally.

Haha this reminds me of a post back on Dec 28, 2022:

I'm not a tesla investor, but wonder, is there anyone still hodling tsla?

That was back when TSLA was around $125 a share. So I posted this:

Well, I started buying in 2013 and still haven’t sold a single share

View attachment 889635

Since the stock is about 40% higher now than it was then, why would I sell now??

HODL

 

[replicant]

Scoble:

Tesla and the Coming Service Economy: The Robot that Brings Other Robots

Industry-wide analysis of the hottest companies and people in AI / Spatial Computing

www.unaligned.io

TLDR: Optimus is learning to drive.
Robot-as-a-service via Robotaxi.
We're going to be rich.

And Google glasses are the future? This guy spends his life praising any technology he can get his hands on (mostly fads), he sell his soul/voice for any price as long as his name shows up next to a future big brand. He never learns and he's 59. He could right some day, though.

 

[hobbes]

I'll say it. Mods can delete if they want.

Reports are that Elon and some other billionaires took a meeting with a certain Republican presidential candidate.

This candidate is in desperate need of cash to pay legal judgements and might be willing to do almost anything for the money.

Background, pretty balanced article IMHO

Pheewww....

https://twitter.com/x/status/1765397025967710542

 

[SmokyPeat]

The peak power was 327.67 kW. No one finds that curious?

Why? It wasn't charging from a Tesla supercharger.

 

[unk45]

True, I was thinking about that after I posted, if you removed anything else from a Uno from those times it probably couldn't drive

I remember my parents picking a brand new one circa 2004, it was the coolest thing ever because the panel lighting was blue instead of the usual green, truly revolutionary

I had a ~1984 Uno Turbo ie that was insanely fast and so 'solid' that the doors would flap a bit when going above 150 kph, which it easily did. I lived, it never crashed, I really liked it, but eventually bought a BMW Z1, just about as unsafe, but more refined. Then the notion of an electric car was a fantasy; then came 2012 and a Model S changed my entire auto world!

 

[GhostSkater]

The peak power was 327.67 kW. No one finds that curious?

Biggest surprise is not being 369.42 kW or something similar

If anything, that is too low if you compare to the same curve as the 4680 Model Y and adjust for the same C rate. It should peak at close to 380 kW

 

[philw1776]

TLDR: Optimus is learning to drive.
Robot-as-a-service via Robotaxi.
We're going to be rich.

Brings long ago pleasant memories of Robbie the Robot driving on Altair 4 to greet Captain JJ Adams and his crew.

 

[GhostSkater]

I had a ~1984 Uno Turbo ie that was insanely fast and so 'solid' that the doors would flap a bit when going above 150 kph, which it easily did. I lived, it never crashed, I really liked it, but eventually bought a BMW Z1, just about as unsafe, but more refined. Then the notion of an electric car was a fantasy; then came 2012 and a Model S changed my entire auto world!

I’ve had the pleasure of driving a Uno a few times

I still remember when my father was driving a rental one in a vacation and me asking why he don’t accelerate all the way since we were going so slow up a hill, and he saying that was all the way

But if everything goes right for the next days, in less than I week I will be driving a Model 3 for a while, my perspective on cars will likely change forever

 

[MP3Mike]

I think the two-seat Model Y would be a hit in a number of markets:

https://twitter.com/x/status/1765366695349121450

 

[MP3Mike]

The peak power was 327.67 kW. No one finds that curious?

You mean because it looks similar to the maximum 16-bit integer, 32,767?

Biggest surprise is not being 369.42 kW or something similar

I would hope for 420.69kW...

 

[hobbes]

I believe you are overreacting to something because of your political leanings.

Problem is everybody has political leanings, and if things get polarized enough a non-negligible number of investors might sell

 

[hobbes]

I think I'll wait for the knife to almost hit the ground... then buy more TSLA!
At least I have some AMD still...

You will tell us all when this has happened, right?!

 

[⚡️ELECTROMAN⚡️]

I believe a lot of long term holders will be throwing in the towel today, finally.

You should be banned for this bs fear mongering. I’ve lost money before being manipulated by people like you.

 

[DarkandStormy]

Haha this reminds me of a post back on Dec 28, 2022:

That was back when TSLA was around $125 a share. So I posted this:

Since the stock is about 40% higher now than it was then, why would I sell now??

HODL

Since that date, the NASDAQ is up 57.6% and QQQ is up 70.8%.

 

[Krugerrand]

Problem is everybody has political leanings, and if things get polarized enough a non-negligible number of investors might sell

Not true. Some? A lot? Most? ‍

I have no political leaning. I know other people who don’t either. I know people who identify themselves a particular political way, but act like it doesn’t actually matter. I know people who identify themselves a particular way but complain about their political representatives as much as the opposition. And so on -

I don’t disagree that there are people so staunchly in their political corner that they’ll sabotage themselves to represent.

 

[GhostSkater]

You mean because it looks similar to the maximum 16-bit integer, 32,767?

Oh man, you might be onto something, would be hilarious if when a higher power update comes it says

“Increased maximum charging power by updating the variable to long”

And honestly, this kind of make sense in true Tesla fashion, why allocate more space for the charge power variable if no Teslas charge at above 250 kW? Excluding Semi

 

[M|S|M MYP]

Even though $TSLA is red today and the rest of the market is up, I like to be an optimist and think that $TSLA would be down a whole lot more if the market was red

 

[hobbes]

News blog on Giga Berlin:

+++ 2:08 p.m. Minister calls Tesla boss: “Elon Musk was very matter-of-fact” +++

According to Brandenburg's Economics Minister Jörg Steinbach (SPD), Tesla boss Elon Musk reacted objectively to the attack, which has temporarily paralyzed the factory in Germany. Steinbach spoke to the company boss on the phone on Tuesday. “Elon Musk was very matter-of-fact and confident in his reaction,” said Steinbach to the “Tagesspiegel” (Wednesday/online). “There was immediate agreement that nothing should happen in response that would have allowed the attackers to succeed. At the same time, he naturally called for both a solidarity response and concrete trust-building responses to support the company and its employees.” (dpa)

Good to hear there are direct talks, not just messaging (which can often lead to misunderstandings, at least that´s my personal experience)