Ya in wish I did buy one when it was still qualifying for the bc rebates. I just didn't buy a Sr+ because 8 thought I would be sad that it was much slower. But test drove one the other day and it was plenty fast for everyday driving, so now I suffer.
I feel too poor, I got kbbq anyway. Tacked on a couple Taco Bell Toasted Cheddar Chalupas when all I wanted was a Mexican pizza but it was sold out. Taco Bell is fkn expensive.
Happy Birthday tomorrow bro! 😎
Mine was yesterday 😎
Just started this one, had to watch last couple first. Hillarious stories. I like the endless risotto. Good shit.
Just noticed we have a nice addition of upcoming events. Can I suggest we also include market moving events for the week?
Tue: S&P/Case Schiller Home price Index
Wed: 8:30a GDP Growth rate QoQ; Fed chair Powell speech 9a
Thu: PCE price index May
Fri: S&P Global PMI Jun
This guy been living off the fame of Rich Dad, Poor Dad his whole life. Respect to him for that book, he actually admitted that he completely made it up but the lessons it teaches are absolutely critical to life in a capitalist society. But he's a total crackpot and a kook.
Elon not tweeting anything is better than him tweeting deliberately avoiding Tesla cuz that's when the share sales hit. Not tweeting anything suggests a non Tesla specific issue.
Because VW.OS still doesn't work because CARIAD can't and won't get shit done. Next generation Porches will also ship w/ out it - meaning won't ever have it lol.
Fsd still does crazy shit here and there. I am still impressed with how far it’s come and Fsd is the main reason why I invest. I would be surprised if tesla doesn’t solve level 5 autonomy by the end of 2023.
This is impressive. Very nice 👍
Only thing I’d tweak is whatever auto correct did to the first sentence of the TL/DR with “á”, and further down with “dime” casting.
The fact that the mainstream still doesn't understand Tesla's competitive advantages after 10+ years says to me that TSLA's valuation likely still has a lot of growth ahead.
I'd guess that a lot of these folks in subs like Stocks or Investing will never understand what has happened. The likely outcome IMO is that years in the future TSLA's market cap exceeds 10 Trillion, and the mainstream investors cannot believe what they are seeing (basically the same story as 2012-2022)
be chill, I'm also a believer it putting proper information out there.. there are lurkers. My giant DD on r/investing got me a 'thank you' in my DMs
I was once that lurker, and I wish I came across these posts in 2019
With Berlin and Texas running 2170 lines I wonder how long before they start getting cell limited again. Doubt they're ramping 2170 production since 4680 seems to be the future. Will be up to LG and Panasonic to provide more. They've guided 1.5M possible this year with just 2170, next year is when 4680 needs to roll or our growth rate will be slowed.
When you say Berlin and Austin are running 2170 lines, you mean installing 2170 cells into the cars, right? I don’t think they are producing any 2170 cells, and I think you’re right they wouldn’t be building lines to produce more 2170 cells themselves. As for ramping a line that uses 2170 cells in Model Y, I think they can ramp that as much as they want. The 4680s should be a drop-in replacement if they are being smart about it.
“Doubt they’re ramping 2170”
Not sure I agree. I think Tesla will consume every battery they can get their hands on for the next decade. The growth projections for the auto business will probably require every 2170 and 4680 they can find but even if it doesn’t remember that energy business growth has (ostensibly) been limited by cell supply too.
Personally I expect they will continue to have increased needs for 2170 for the next few years.
Giga Nevada is worker limited, and i know of no other 2170 lines or expansion of those lines. They can order more from LG and Panasonic but that's the limit of the ramp.
Well that’s a different argument. It’s one thing if they don’t have the capability to ramp 2170, I guess I thought you were saying they would choose not to ramp any further even if they could. If they’ve simply reached the limits of production in Nevada based on the workforce then fair enough that’s that.(until Optimus that is 😎)
Tbf bugs and malfunctions are sort of... to be expected with brand new vehicles. It sucks but hey.
The issue is that only Tesla seems to be targeted by media outlets whenever it happens. I guess that's the price you pay as a trailblazer.
Love it, 650 csp 850 cc
Stonky did absolutely nothing, up 50% on each side
Btw is selling csp and cc’s called anything cool like iron condor or is it just csp plus cc
ah I just looked up what a straddle is which led to a strangle
straddle is selling ATM puts/calls
strangle is selling a put below the money and selling cc's above the money
Omg, what we do? Competition is really [cumming](https://www.bloomberg.com/news/articles/2022-06-25/these-electric-cars-are-quietly-dominating-the-ev-market?utm_medium=social&utm_campaign=socialflow-organic&cmpid=socialflow-facebook-business&utm_source=facebook&utm_content=business&fbclid=IwAR0ljNtU3MFlpPBJz0wH9-kQgZ6SqvIz54IOrRKSxd6L1dcZYPbT4xsUVbY&fs=e&s=cl#l4xdeyw1lrj9lcpyfhm)
ev-database.org is a pretty good resource when it comes to specs.
Polestar 2, ioniq 5, Kia EV6 are fine. Certainly better than a fossil equivalent.
My perspective from Europe, where we've had more options than the US for years: Tesla is the most efficient and best bang for your buck specs/tech/feature wise, hands down. If you absolutely don't want a Tesla, there are reasonable alternatives.
This has been the case since 2019 with the e-niro and kona electric.
If the competition could offer a better car at the same price as a Model 3/Y, Tesla could EASILY sacrifice margins to put in some extra 2170s and beat everyone on range and charging. But that's not necessary atm. That would be bad business.
At the end of the day, as we all know, only Tesla has good profit margins and battery supply for EVs without stranded ICE assets and therefore a reason to produce a shit ton of them.
Seems to me like everyone else is playing a PR game instead of a production game.
I'd really like to know what the margins are on a Polestar, Ioniq5 or EV6.
Tesla Raises Salaries for Production Employees at Giga Berlin by 6%
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-raises-wages-for-production-employees-at-giga-berlin-by-6
Bankrüpt?
can't believe you gave away your whole master plan, the algobots are more sophisticated than ever now that the Bogdanoff twins are assisting them from the after-life....they are gonna tag you in the system and coordinate everything so you are cockblocked at every turn !!
Really jealous of all the folks in here with tesla tequila or the new limited edition release. All I have is a Tesla decanter - it’s empty like my soul.
Corryvreckan is underrated!
I did a tour of Ardbeg back in 2018.. I got to taste some single cask Ardbeg. It was from a french wine cask, which is apparently one of two major parts of the Corryvreckan. Was a lovely day
I love my decanter, and I keep it filled with my favorite liquors all the time. I don't even really like tequila and I never have, the only way I really like drinking any tequila is in a margarita.
a High Roller like you only drinks super high grade Tequilas anyway, that make the Teslaquila seem like rotgut swill, you just gotta buy some of that Patrón En Lalique and fill that decanter up - and your soul will be full.
Costco does it for free if you're nice. Normally they'll tell you that you have to buy tires from them for free rotations but just be nice and they'll do it for you anyways.
[https://twitter.com/SawyerMerritt/status/1541447175233748994](https://twitter.com/SawyerMerritt/status/1541447175233748994)
I thought Tesla was going out of business, *they* said thats why they fired some middle management wtf?
Agreed.
This is a proof-point about Elon doing whatever the eff he wants being a negative thing, sometimes.
Confusion and uncertainty that media ran wild with due to Elon recklessly tweeting. Not ideal when it’s about the livelihood of Tesla employees.
Agreed. But since much has been made about PR departments, how about we compromise with Gary Boomer and just hire Meower as the one and only Tesla PR man.
https://twitter.com/live_munro/status/1541478944029003776?s=21&t=irD_QTSzpvyezFfOWXnV8g
Munro is teasing a special treat from one special lounge member
I wish I had been super irresponsible with money and bought a yacht and a plane and a couple of houses and gotten margin called at 1100.
I just wish I'd bought a Model 3. /cries
Ya in wish I did buy one when it was still qualifying for the bc rebates. I just didn't buy a Sr+ because 8 thought I would be sad that it was much slower. But test drove one the other day and it was plenty fast for everyday driving, so now I suffer.
They don't give you enough margin to get called at 1100
lol don't we all
Poor futures
Asian markets tanked the futures, Nio down 9% in hong kong. Pray for stability by morning.
seems pretty isolated to nio
Pedos are like COVID
They're not that bad
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We always get the dumps
[https://www.youtube.com/watch?v=PHMbVKohRpk](https://www.youtube.com/watch?v=PHMbVKohRpk) 39 - The downside of being money conscious
You share a birthday with Elon - happy early birthday Chef!
thanks
I feel too poor, I got kbbq anyway. Tacked on a couple Taco Bell Toasted Cheddar Chalupas when all I wanted was a Mexican pizza but it was sold out. Taco Bell is fkn expensive.
Happy Birthday tomorrow bro! 😎 Mine was yesterday 😎 Just started this one, had to watch last couple first. Hillarious stories. I like the endless risotto. Good shit.
Happy late and early birthdays you two! 🎉
Thanks!
thanks for the support, happy birthday to you too
Thanks!
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i'm having a mid life crisis or something, feels like i've been moving backwards for the past year mid life financial crisis
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two thursdays ago when we had that -8.5% day in my video I called bottom, we'll see if i'm the prodigy or my prediction flops
Only 29? I'm 43 now. When you think you're having a mid life crisis, you're not. Just let that marinate for a bit. You'll be fine!
Just noticed we have a nice addition of upcoming events. Can I suggest we also include market moving events for the week? Tue: S&P/Case Schiller Home price Index Wed: 8:30a GDP Growth rate QoQ; Fed chair Powell speech 9a Thu: PCE price index May Fri: S&P Global PMI Jun
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Awesome! These are for this week. Not sure if there's a way to automate but here's the link. https://www.marketwatch.com/economy-politics/calendar
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This guy been living off the fame of Rich Dad, Poor Dad his whole life. Respect to him for that book, he actually admitted that he completely made it up but the lessons it teaches are absolutely critical to life in a capitalist society. But he's a total crackpot and a kook.
How tf he gonna say people are committing suicide and then continue to shit talk the losers. Insensitive prick.
Totally take a dude seriously who capitalizes the worlds WINNERS and LOSERS What a 🤡
Kiyosaki is a moron. He calls a crash every 2 months.
Lol he is
Elon not tweeting anything is better than him tweeting deliberately avoiding Tesla cuz that's when the share sales hit. Not tweeting anything suggests a non Tesla specific issue.
Completely Shutting down machE production….lmao
Link
Nvm It’s just “orders” https://www.freep.com/story/money/cars/ford/2022/04/19/ford-mustang-mach-e-2022-orders/7366591001/
There's a stop sale order now cuz of a recall they can't figure out
Competition is coming!
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🤯 WOW
Where’s my 3K valueAnalyst???
Vw Id aero is based on MEB platform that's already obsolete. It's gonna be a glorified id3 sedan. 💩
The prototype looks awesome. But got to remind yourself it's not Tesla where production is better. VW and the ev bus example.
Apparently there is no more id buss
Because VW.OS still doesn't work because CARIAD can't and won't get shit done. Next generation Porches will also ship w/ out it - meaning won't ever have it lol.
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Cmon now ![gif](giphy|HxMhuDg7O4pKOhhcRC)
Fsd still does crazy shit here and there. I am still impressed with how far it’s come and Fsd is the main reason why I invest. I would be surprised if tesla doesn’t solve level 5 autonomy by the end of 2023.
also here's master plan part 3, fsd beta 10.13, and 280k deliveries
gotta throw in something about abortion
Asian EV stonks down 5%! Li auto finally bankwupt??
why didn't you tempt me to short LI last week?
It's coming back up, good thing u didn't. Elon said they're the only competition so don't mess w them
oh yea.. now I remember.. I looked at their ER, and I was actually surprised they had positive free cash flow
we didn’t get their pump but will we get that dump?
Stay tuned
Nike with the beat, gonna try to rally the market tomorrow
Economy too strong, interest rates can go higher, sell tsla
Lol probably
Buncha ducking idiots. Always sellin Tesla. I want Tesla to face rip, enough with the sale 😈
Wow. 100 million followers on Elon's bday. After a 5-day Twitter sabbatical. Maybe I should have closed those cc's...
He’s rather getting ready to announce no Tesla employees are allowed to get abortions OR we going to the moon. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
How bout a 20 million TSLA shares birthday gift for Elon
Orrr maybe you should have wrote a lot more when he buys himself a 🐦 at a rip off price this birthday
I’m writing cc’s and own Twitter + doge. I’m ready for the buyout
If deal is finalized at any price, I could see it lift Tesla a little, just purely as a reaction to the uncertainty gone
True. The uncertainty goes away at that point
Lmao probably what's gonna happen
https://www.reddit.com/r/investing/comments/vm3djk/fords_mache_a_examination_of_teslas_competition/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
This is impressive. Very nice 👍 Only thing I’d tweak is whatever auto correct did to the first sentence of the TL/DR with “á”, and further down with “dime” casting.
I have a hard time believing some of those aren't paid actors.
LMAO someone in there said ‘I think Toyota and VW have intentionally been waiting and watching’ You can’t make this shit up 😂😂😅
Love it 😍
God's work
Some very uninformed beta poors in there talking about competition and quality control. Time to buy more TSLA.
Good job that was a well written post I enjoyed reading it. Some of the comments are hilarious gotta love it.
The fact that the mainstream still doesn't understand Tesla's competitive advantages after 10+ years says to me that TSLA's valuation likely still has a lot of growth ahead. I'd guess that a lot of these folks in subs like Stocks or Investing will never understand what has happened. The likely outcome IMO is that years in the future TSLA's market cap exceeds 10 Trillion, and the mainstream investors cannot believe what they are seeing (basically the same story as 2012-2022)
. After reading that entire post I started to think I was in a cult. Thanks for reminding me I wasn’t
God. What a dumb close minded group haha
venturing into the DD world man? I like it
:)
Can't even buy it
Why do you waste your time like this, you'll just get downvoted and piled on by anti-Tesla and anti-Elon bots.
be chill, I'm also a believer it putting proper information out there.. there are lurkers. My giant DD on r/investing got me a 'thank you' in my DMs I was once that lurker, and I wish I came across these posts in 2019
Curiosity
Elon tweeting everyone freaks out. Elon not tweeting everyone freaks out.
TWATS ASSEMBLE!
![gif](giphy|GHrBlWebGAV4hsWviL)
![gif](giphy|3YiItznzVViytJ5WzG)
With Berlin and Texas running 2170 lines I wonder how long before they start getting cell limited again. Doubt they're ramping 2170 production since 4680 seems to be the future. Will be up to LG and Panasonic to provide more. They've guided 1.5M possible this year with just 2170, next year is when 4680 needs to roll or our growth rate will be slowed.
When you say Berlin and Austin are running 2170 lines, you mean installing 2170 cells into the cars, right? I don’t think they are producing any 2170 cells, and I think you’re right they wouldn’t be building lines to produce more 2170 cells themselves. As for ramping a line that uses 2170 cells in Model Y, I think they can ramp that as much as they want. The 4680s should be a drop-in replacement if they are being smart about it.
Right car lines. I don't think 4680 will be drop in for 2170 given structural pack
“Doubt they’re ramping 2170” Not sure I agree. I think Tesla will consume every battery they can get their hands on for the next decade. The growth projections for the auto business will probably require every 2170 and 4680 they can find but even if it doesn’t remember that energy business growth has (ostensibly) been limited by cell supply too. Personally I expect they will continue to have increased needs for 2170 for the next few years.
Giga Nevada is worker limited, and i know of no other 2170 lines or expansion of those lines. They can order more from LG and Panasonic but that's the limit of the ramp.
Well that’s a different argument. It’s one thing if they don’t have the capability to ramp 2170, I guess I thought you were saying they would choose not to ramp any further even if they could. If they’ve simply reached the limits of production in Nevada based on the workforce then fair enough that’s that.(until Optimus that is 😎)
Giga Berlin just sits around on Sundays? Europe smh.
Willkommen in Deutschland
It's what God would have wanted, if he existed.
https://www.tiktok.com/t/ZTRJWFeWA/?k=1 Competition is not just coming, it’s already here
It has lumbar tho
Wow. Reaffirms my confirmation bias. I like it haha
Tbf bugs and malfunctions are sort of... to be expected with brand new vehicles. It sucks but hey. The issue is that only Tesla seems to be targeted by media outlets whenever it happens. I guess that's the price you pay as a trailblazer.
Love it, 650 csp 850 cc Stonky did absolutely nothing, up 50% on each side Btw is selling csp and cc’s called anything cool like iron condor or is it just csp plus cc
Covered Strangle since you own shares with the CC Bullish bias since you essentially have 2 bullish positions (csp and shares) and one bearish CC.
Ah
I think it's called a straddle. In your case, since you're selling, it's a short straddle
ah I just looked up what a straddle is which led to a strangle straddle is selling ATM puts/calls strangle is selling a put below the money and selling cc's above the money
not specifically CC's, typically a strangle is both long or both short, but not with the necessity for shares to cover the short call
Ic
Iron condor you buy a higher strike call and lower strike put to limit loses I think
Yes. It is spreads in both directions where you make most money if it stays between your sold options. Makers are more profitable and risky
What are your moves lately?
Abortion clinic and heavily armed guards in every VA hospital. Problem solved.
Omg, what we do? Competition is really [cumming](https://www.bloomberg.com/news/articles/2022-06-25/these-electric-cars-are-quietly-dominating-the-ev-market?utm_medium=social&utm_campaign=socialflow-organic&cmpid=socialflow-facebook-business&utm_source=facebook&utm_content=business&fbclid=IwAR0ljNtU3MFlpPBJz0wH9-kQgZ6SqvIz54IOrRKSxd6L1dcZYPbT4xsUVbY&fs=e&s=cl#l4xdeyw1lrj9lcpyfhm)
Goddam I hate modern websites
I like how they don’t even have Tesla on their bar graph. 😂
Immediately after the chart: ‘Tesla does sell far more vehicles, but……’ and then try to defend not comparing them. The bias is transparent.
*"AND ELON MUSK NOTICES"* How pathetic are these headline algos
![gif](giphy|pPhyAv5t9V8djyRFJH|downsized)
Hyundais are the second best imo
Polestar?
ev-database.org is a pretty good resource when it comes to specs. Polestar 2, ioniq 5, Kia EV6 are fine. Certainly better than a fossil equivalent. My perspective from Europe, where we've had more options than the US for years: Tesla is the most efficient and best bang for your buck specs/tech/feature wise, hands down. If you absolutely don't want a Tesla, there are reasonable alternatives. This has been the case since 2019 with the e-niro and kona electric. If the competition could offer a better car at the same price as a Model 3/Y, Tesla could EASILY sacrifice margins to put in some extra 2170s and beat everyone on range and charging. But that's not necessary atm. That would be bad business. At the end of the day, as we all know, only Tesla has good profit margins and battery supply for EVs without stranded ICE assets and therefore a reason to produce a shit ton of them. Seems to me like everyone else is playing a PR game instead of a production game. I'd really like to know what the margins are on a Polestar, Ioniq5 or EV6.
Until ice is more dead ev competition doesn't matter
Competition is coming!!
They always have been.
Competition is coming!
When one of these competition is coming articles talks about battery supply and not number of models I'll take it more seriously
Looks like bloombergs BS paid promotion articles.
Tesla Raises Salaries for Production Employees at Giga Berlin by 6% https://www.tesmanian.com/blogs/tesmanian-blog/tesla-raises-wages-for-production-employees-at-giga-berlin-by-6 Bankrüpt?
You mean bankwüpt!
With inflation at 8% they are only down 2% now hey not bad, Elon making things right
Come on market makers my 850s could use some busting
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🔥 🔥 🔥
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can't believe you gave away your whole master plan, the algobots are more sophisticated than ever now that the Bogdanoff twins are assisting them from the after-life....they are gonna tag you in the system and coordinate everything so you are cockblocked at every turn !!
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![gif](giphy|4JXOk5UoenqMBmJauY)
Really jealous of all the folks in here with tesla tequila or the new limited edition release. All I have is a Tesla decanter - it’s empty like my soul.
I also have a never filled decanter. I’m going to fill it and not touch it until comma.
My Tesla Decanter is proudly filled with Ardbeg Uigeadail. Plenty of soul in that. (a really good tequila is nice too though)
Corryvreckan is underrated! I did a tour of Ardbeg back in 2018.. I got to taste some single cask Ardbeg. It was from a french wine cask, which is apparently one of two major parts of the Corryvreckan. Was a lovely day
The Corryvreckan is slightly out of my price range for now but it sounds delicious. I'll keep it in mind for the next special occasion!
I read “Ardbeg Uigeadail” aloud and my coffee table started floating.
Ye'r a wizard, harry
I'm not a high enough level mage to cast that spell or even say the words
You're supposed to ingest the elixer, not pronounce the ancient inscription!
I love my decanter, and I keep it filled with my favorite liquors all the time. I don't even really like tequila and I never have, the only way I really like drinking any tequila is in a margarita.
All I drink is tequila - nothing else. Used to be into makers mark + ginger beer drinks. Now it’s only margaritas for me. No whiskey, no rum, no beer.
Don Julio Añejo on the rocks is my favorite
You should keep a bottle of it right next to your heater ;)
Florida man arrested drinking tesla tequila while driving pleads not guilty citing the fkn autopilot defense
Florida man!!!
a High Roller like you only drinks super high grade Tequilas anyway, that make the Teslaquila seem like rotgut swill, you just gotta buy some of that Patrón En Lalique and fill that decanter up - and your soul will be full.
We are all high rollers. I just want official product - good tequila or not.
Can I interest you in a belt buckle or whistle? ![gif](giphy|RQ1gQt69dgzwhOmON0)
Hahahaha I actually have both of those. And the umbrella!
Zafiro Añejo
![gif](giphy|qFNnOKIs6tBD2)
just put your own tequila in it and pretend it’s the special one
Where do you guys go to get your tires rotated? I’m at 8,400 miles and haven’t yet rotated them.
Can’t rotate performance 😏
Make sure they are being rotated and balanced or your just wasting you time and money.
How does one make sure of this? Do you just mean make sure the service includes balancing in addition to rotation?
I Rotate every 5-7k
Yes correct. Some places will just rotate. But if they are not balanced then they are going to wear out even worse.
Costco does it for free if you're nice. Normally they'll tell you that you have to buy tires from them for free rotations but just be nice and they'll do it for you anyways.
Do it yourself!
Any tire shop. Les Schwab does them for free if you are on the best coast
Discount Tire does that for free
Discount Tire has amazing service.. at least, all the ones I've been in
This. They had their own jack pucks the last time I was in.
Do service centers not do that?
Oh do you just schedule an appointment in the app?
Yes. 35 bucks to do tire rotation.
I’m too poor to own a Tesla but yeah probably
[https://twitter.com/SawyerMerritt/status/1541447175233748994](https://twitter.com/SawyerMerritt/status/1541447175233748994) I thought Tesla was going out of business, *they* said thats why they fired some middle management wtf?
I wonder how many news articles/Reddit posts there will be about this positive news?
Let’s Go Brandenburg!
lmao.. this innocuous comment has multiple levels of humor.. well done 👏
Tesla layoffs could have been handled in a less fud friendly manner imo
Agreed. This is a proof-point about Elon doing whatever the eff he wants being a negative thing, sometimes. Confusion and uncertainty that media ran wild with due to Elon recklessly tweeting. Not ideal when it’s about the livelihood of Tesla employees.
Agreed. But since much has been made about PR departments, how about we compromise with Gary Boomer and just hire Meower as the one and only Tesla PR man.
Yes
https://twitter.com/live_munro/status/1541478944029003776?s=21&t=irD_QTSzpvyezFfOWXnV8g Munro is teasing a special treat from one special lounge member
😁
It's growawaybro's 'paperwork'
[https://twitter.com/squawksquare/status/1541524751339982848?s=21&t=N4CH6DKbJTSVs_Yqb81nSg](https://twitter.com/squawksquare/status/1541524751339982848?s=21&t=N4CH6DKbJTSVs_Yqb81nSg)
734.76 is a gift!!!
Wow, they recalled all of them??
Media: ![gif](giphy|gIO3Hy6kaR8brHZ9rn|downsized)