Artful Dodger
"Neko no me"
Uncle Leo still sucking up TSLA shares like Shanghai noodles:
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Sample size 1. My wife has a 2020 M3p with FSD free trial and one of the worst commutes in the Bay Area (Walnut Creek to Redwood City).I don't drive enough to consider paying for any of this so I'm probably biased. Curious as well, how many of people's wives/females are hardcore looking forward to using FSD? I've mentioned before my partner has no interest in self driving or even basic auto-pilot stuff. Seems to be more of a boy and their toys thing.
While that kind of language is entertaining, I think it can worry some people..."When he arrived in the new world, Cortez burned his ships. Hence, his men were well motivated."
― Captain Marko Ramias, The Hunt for Red October
I’m really curious how this next earnings call will go with this shift away from the traditional businesses and towards autonomy. FSD has not been a huge topic on previous earnings calls particularly as it pertains to dollars and cents, and now the apparent focus is shifting entirely to this.Not quite betting the company...
I’m really curious how this next earnings call will go with this shift away from the traditional businesses and towards autonomy. FSD has not been a huge topic on previous earnings calls particularly as it pertains to dollars and cents, and now the apparent focus is shifting entirely to this.
It will be a massive step change and I don’t know how it will go down, or the call will still mostly be about cars and batteries and COGS and such even though the public shift is entirely towards autonomy.
Should definitely be interesting
He probably needs to talk about the March of MarginesIf there was ever an earnings call that Elon needs to prep for this is the one. Unfortunately it is not in his nature. He “ll say something stupid like “automomy margins are irrelevant” and that will be the headline the day after
Y'know, if we had Elon back going all in on the new platform unboxed process, then I'd be just as thrilled. Instead we have Elon back going all in on autonomy, something he has proven over and over that he's utterly unable to understand. He's been drastically wrong repeatedly and there's no indication that he's learned anything.I love everything about this. Everything. This feels like the good ole days at Tesla. It has the feel of Elon sleeping on the factory floor and everyone having to explain their worth. Many here won’t get it or understand, but the whole shakeup going on is signature Elon on a mission. It’s quite literally the most bullish AF scarlet neon flashing sign.
People have been complaining about Elon being distracted and wanting Elon back. Well, this IS Elon back at full steam. I don’t want to hear one complaint from that group of people, because you just got your wish.
There is a good chance that the Robotaxi will be built via the unboxed process.Y'know, if we had Elon back going all in on the new platform unboxed process, then I'd be just as thrilled.
“Travel tip: When in India, brace for the spice! It’s not just the flavors that’ll keep you on your toes, but also the extra ‘throne time’ that’ll spice up your Twitter feed! "Why..?
The phrase "please enlighten us" is often used to indicate sarcasm. Are you seriously curious about what I see as the recurring misunderstandings of Wall Street on this forum? Alternatively, if you are just looking for an internet fight, I am not interested.Please enlighten us. I’m still trying to understand the markets and I appreciate any new insight into how they work.
The regular misunderstandings I see:Yeah okay. I guess there's no evidence of nepharious shorting...
Palantir CEO Alex Karp says he loves 'burning the short-sellers' who bet against 'great companies' to fund their cocaine habits
Palantir CEO Alex Karp took aim at short-sellers in a CNBC interview, claiming they "just love pulling down great American companies " like his.finance.yahoo.com
Cramer and Karp may not know what you know, so perhaps they are errant in their thinking.
Maybe you could be more specific about how you view the "misunderstandings" expressed here. I am open to being educated. That's what I love about this place, it's a wonderful place to learn from various perspectives of all types.
Thank you for clarifying!It's been a while since FUD is this thick...
1. Elon didn't use shared backed margin loan to buy twitter, originally that was the plan, but that part was changed later on. This fortune article has a break down of how the funding for twitter purchase works, it did not include any Tesla share backed loans.
2. In 2023, Tesla board enacted new policy that limits the total loan amount Elon can collateralize with his stake at the lesser of $3.5 billion or 25% of the value of the stock. Should be obvious that he can pay back the $3.5B easily no matter what.
Why does this '6 months' trope keep coming up? August 8th is less than 4 months away. It was one of the trolls here that said 6 months, and some people still haven't done the calendar math.but in 6 months time we'll now more