Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. Linkmeup

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

    F it, after this shareholder meeting and that comment on market cap, I'm committed for the long-long-term again. I'm going to only take fractional amounts for donations and dividends at certain share price points.
  2. Linkmeup

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

    SpaceX could literally buy them all and have them build the self-sustaining civilization on Mars before humans get there, no?
  3. Linkmeup

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

    Tbh, kinda need to be in this company and with Elon talking about $1T in revenue.
  4. Linkmeup

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

    Well, we do all have different scenarios my friend :)
  5. Linkmeup

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

    Maybe the Boomers want the money now because the Gen Z and Millenials are going to waste it on Avocado Toast where as the multi-time homeowners, i.e. the Boomers, can help funnel money to builders for sustainable products and housing en masse ... as well as ... towards space-faring...
  6. Linkmeup

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

    If he gets humanity to Mars, which has a much higher chance of happening now than anytime in Earth history...I, personally, think he can have all the money ever.
  7. Linkmeup

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

    My cost basis, of the holdings left, is $2-3 / share!
  8. Linkmeup

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

    I don't understand what the value is of being the World's Richest Person. Is it just ego gratification for some? Edit: Musk has said he doesn't care about it, so why is it important to so many others?
  9. Linkmeup

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

    ...and, then, I would have rebought in large sums at this level of TSLA :D
  10. Linkmeup

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

    After a few days off from here and vacation last week - just want to say I would have sold TSLA years ago if it wasn't for this forum. Looking forward to the next 5 years of, hopefully, growth.
  11. Linkmeup

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

    Honestly, I'm still waiting on TSLA @ $500+. Major tranche for my DAF is awaiting.
  12. Linkmeup

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

    Hi Folks, I did a little research using...Google! I checked Google News and did a search for "tesla" based on relevance for specific time periods (monthly and quarterly). Here's what I found from a general sense of the top 5-10 articles in those searches: Monthly: January: Q4/2023 Deliveries...
  13. Linkmeup

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

    https://benjamintseng.com/2024/05/my-two-year-journey-to-home-electrification/ ^ cool blog post on electrifying the entire home and the gaps in the market in order to do so
  14. Linkmeup

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

    Re-posting this here too as it relates to how much effort was put into this factory over Tesla in recent years, IMO. Elon is back in Tesla and shoring up efficiencies again. 2 years from now is going to be pretty dang epic if they reach the anywhere close to 1 Starship a day.
  15. Linkmeup

    Wiki Super Heavy/Starship - General Development Discussion

    They're trying to get to 1 Starship per day! https://www.space.com/spacex-starship-one-a-day-starfactory
  16. Linkmeup

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

    Congratulations to Elon Musk, Tesla team, customers, and all the investors that supported them into this moment.
  17. Linkmeup

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

    Surprised this hasn't been posted. I'm currently investigating the cost (and if its even possible as my installation is ready to be scheduled) and will report back what I hear: https://www.span.io/tesla-powerwall-3
  18. Linkmeup

    SPAN - Smart Electrical Panel

    Seems like a good thing https://www.span.io/tesla-powerwall-3
  19. Linkmeup

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

    Back from vacation anddd this is new - picked up in a Gold Model S from Uber!
  20. Linkmeup

    Off topic galore

    I'm sorry, I think you have me confused with Google Search.
  21. Linkmeup

    Off topic galore

    Sure, Airplay if you have Apple TV
  22. Linkmeup

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

    Im vacationing, but felt like chiming in: We are potentially having a skyscraper sized rocket land in two separate sections after getting to Space (!!). The disgruntled topic is going through a few more clicks (at max) in order to view this event?!
  23. Linkmeup

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

    https://www.jdpower.com/business/press-releases/2024-us-oem-ev-app-report I think there's a tremendous opportunity in the mobile app once Robotaxi is real and Tesla has a widely adopted app in the broader public. Further, the app is probably going to create growth/cross-sell opportunities for...
  24. Linkmeup

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

    Superb article on Tesla's home charging setup and some stats: https://www.topspeed.com/tesla-home-charger/
  25. Linkmeup

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

    https://www.pcmag.com/news/tesla-supercharger-access-delayed-for-gm-polestar-next-crop-of-ev-brands "Polestar tells PCMag it won't happen until later this year. "The timeline has been adjusted to later this summer, but we don’t have further details to share at this time," a Polestar rep says."
  26. Linkmeup

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

    https://sprudge.com/someone-put-a-coffee-shop-in-the-back-of-a-tesla-cybertruck-245395.html "Life, uh, finds a way" - Ian Malcolm, Jurassic Park
  27. Linkmeup

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

    If it helps - it looks like, hopefully, I will be an Electrical Panel and Solar contribution to Q2 revenue.
  28. Linkmeup

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

    ...what if they license it out and burgeon for the development of other competitors in the space like Waymo and Cruise, as an example? Wouldn't they be growing the robotaxi market through pay-for-ride service while, also, doubling up on the revenue from licensing out FSD?
  29. Linkmeup

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

    Actually, that should be a good thing for TSLA too. Bigger ecosystem of competitors in a space grows the entire market and TAM...which means analysts needs to re-analyze the TAM and make it larger to fit everyone in as that shows demand past just one player. It's not like TSLA was going to have...
  30. Linkmeup

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

    If we're going to attack semantics on my posts regularly, please re-read before you make assumptions. I never mentioned my interpretation on his voiced intentions is Earth or Mars. I'm just interpretating his words about going to Mars. I would highly doubt if someone of his caliber of...
  31. Linkmeup

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

    Mars. He just wants to go to Mars.
  32. Linkmeup

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

    Here's TSLA's P/S and Market Cap over recent quarters. Source: https://finance.yahoo.com/quote/TSLA/key-statistics With everything they're accomplishing in FSD, Robotics, Autobidder, etc... Some P/S Ratios (most recent): MSFT: 13.58 GOOG: 7.01 AAPL: 7.78 AMZN: 3.23 NVDA: 33.28 META: 8.83...
  33. Linkmeup

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

    I mean, you could go further and include software services sales like Track Mode, FSD, etc. on the current fleet and future fleet too. One could assume a 10x+ multiple on P/S if software margins reach 30%+ which is typical of a SW tech company.
  34. Linkmeup

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

    Honestly - I think its an easy path to $2T market cap at this point with a 7-8x multiple on P/S because one is assuming $250B in annualized revenue (which they're at $100B already with multiple gigafactories and megafactories to go). So, $650 / share is a peace of cake IMO, its a matter of...
  35. Linkmeup

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

    A person makes one mistake...yeesh
  36. Linkmeup

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

    https://www.digitaljournal.com/business/tesla-comes-out-on-top-as-the-uks-most-driven-ev-brand/article "The number of electric vehicles is rising across the UK with reports suggesting that at the end of March, there were 1,000,000 fully electric cars on British roads. The car leasing experts...
  37. Linkmeup

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

    https://www.recurrentauto.com/research/how-long-do-ev-batteries-last Some great info in this report:
  38. Linkmeup

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

    There's going to be another stop on the Vegas Loop opening up soon. The tunnels are getting prettyyyyy close to the airport now.
  39. Linkmeup

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

    2 million passengers have ridden in the Vegas Boring loop now. It was a little over 1 year ago when they reached 1 million passengers.
  40. Linkmeup

    Universal Basic Income (UBI) is coming

    Good articles on a potential avenue to make SSA solvent and expand to what could be considered a nationwide UBI...that is, get rid of / tax the 401k: https://mishtalk.com/economics/will-a-money-hungry-government-take-away-your-ira-and-401k/...
  41. Linkmeup

    Artificial Intelligence

    We're living in a nutty 10 year period of time starting in 2019.
  42. Linkmeup

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

    Source: https://wstc.wa.gov/wp-content/uploads/2024/05/2024-0516-BP16-ElectricVehicleIncentiveProgram.pdf Thought this would be helpful to people, Income (at least in Washington) is a strong correlative indicator of EV adoption. In a market where people are currently spending less, that's an...
  43. Linkmeup

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

    Hi - from my vantage point - in startups and product development, one builds towards an eye on satisfying customer needs in the beginning (get that first customer, then 5, then 10, 25, 100, 1000, etc.). Only a very few know what customers are going to end up wanting before they build it over a...
  44. Linkmeup

    Wall Charger Tripping AFCI's on Other Circuits

    I really appreciate this thread. My kitchen ceiling lights are blinking in the mornings after the car finishes charging overnight over the past 1-2 weeks ... 3-4 months after completion of a big remodel. Also, 1-2 of my new kitchen AFCI breakers, on a subpanel installed during that remodel...
  45. Linkmeup

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

    So, I was reading through the thread this weekend... Can anyone hear make sense of the increase in copper demand and lack of supply (due to electrification): https://www.greencarcongress.com/2024/05/20240520-ief.html ...while having an enormous battery glut soon (due to electrification)...
  46. Linkmeup

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

    I think, from a growth perspective, they should bring back the Safety Score and show it on the app...but with and without FSD enabled. Further - there ought to be a public dashboard showing the efficacy of Safety across the entire fleet using that score IMO.
  47. Linkmeup

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

    I did some reading back when Standard Oil became a thing. Anyone else think this era is kinda like the Gilded Age of the 1890's, but with the Internet...and with the learnings of the 1st Gilded Age baked in? https://en.wikipedia.org/wiki/Gilded_Age
  48. Linkmeup

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

    I think removing the nudge was not only a signal, but going to be a huge improvement in how FSD feels while its in enabled.
  49. Linkmeup

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

    Well, all my custom Google searches around FSD, Restaurant, and Las Vegas Loop are basically non-existent or full or trash results over the past 2 weeks. No one's reporting on the latter two. For FSD, its just a ton of hearsay, rumors, and crapola.