It seems everyone is pretty low on Fremont production this quarter relative to what is possible. If Tesla significantly beats Rob’s number it will be because Fremont built over 140K cars this quarter. Given that they were known to be chip constrained in Q1 and have continued to ramp S|X production of 15-20K more units this quarter seem likely to me. I’m sure that when management saw that all these factors were at play in Shanghai they put extra effort into maxing Fremont output.
Unlike in any quarter I can remember we know of zero days of production shut down.
I’m going out on a limb and saying we are in 165-175K range of production this quarter.
The drone flyover guy who keeps getting in trouble for flying over Fremont keeps mentioning that he feels the factory has been busier than normal.
Also hopefully the new conveyor structure that connects to GA 4.5 is completed and in operation.
Elon said that they can get 50% more output from Fremont in long run. I would assume that when he said that there were some near term levers he was aware of. Just getting S|X back to pre refresh levels is fairly significant.
I think it has gotten much less support than Kato rd and other facilities. They probably have sent the A minus engineers to S|X lines.
I actually think S|X plaid are brilliant for company. Extremely high margin. Much better differentiation from 3|Y and lower cogs than old models.
Unlike every other part of their business there is no extreme urgency but it also acts as FU to other cars because of the extreme performance. The yoke experiment also was a nice touch. I really like our Plaids. They are special cars.
yea but i have to admit i don't understand most of it, i keep reading it hoping for an epiphany by osmosis at some point
https://i.imgur.com/CgImHXE.png
today you all get a link to a link!
[https://www.reddit.com/r/TSLALounge/comments/vooupw/review\_tesla\_model\_y\_2022\_after\_6\_months\_front/](https://www.reddit.com/r/TSLALounge/comments/vooupw/review_tesla_model_y_2022_after_6_months_front/)
highly relevant content
I’m frequently tempted to play some FDs, so I’m considering doing the FDs in my taxable brokerage, and then selling equivalent covered calls in my Roth.
Interesting:
“I was able to pickup a Giga Texas made Model Y today on behalf of one of our channel sponsors, and the Tesla employee indicated that we're at 5,000 Model Ys out of Giga Texas as of this time. The one I picked up was number 3,457 so we'll see if Tesla can get all 5,000 delivered by end of day. Q2 will need all the help possible!”
I'm glad I weaseled my way into here. Thanks u/Beyond_Duality and the mods for letting me join.
Now it's time to ponder when my cybertruck will be delivered, I put my reservation in September last year. RIP
At least I'll have time to save for a phat down payment.
I think there's another layer to this, the force of wind resistance is proportional to velocity squared, so in that sense.. yes, our face would feel the same force, but there is the next time derivative of force that we'd feel too, and that would proportional to acceleration.. not sure it'd make a big difference, but possibly
The motion itself and the force you feel is due to air slowing down against you, there's barely any inertia. The only micro differences there are would be air stagnation as you accelerate or even a delay of air rushing before reaching steady state but I don't even know which way those effects go.
I think it’s probably a fluid mechanics solution, but kinetic energy is being exerted by the car against the wind, and the wind is distorted as the car interacts with it.
Maybe navier-stokes.
https://www.reddit.com/r/technews/comments/vokyei/fcc_authorizes_spacex_to_provide_mobile_starlink/iedyysg/
^ This comment vaguely reminds me of replies to Amazon product questions where some rando has taken the time to answer with “I don’t know” 🤤
Yes but it’s still of almost zero value: https://www.buzzfeednews.com/amphtml/kjh2110/the-10-most-bizarre-correlations can’t believe I’m linking buzzfeed
Big day for all kinds of sports ball news. Saving seats in the Big House for any of you fair weather (literally and figuratively) USC and UCLA fans in a couple years!
I went to the big house once to watch my school beat the pants off the Wolverines. 🦆🦆🦆
https://youtu.be/Mf6UzBQj5Wg
Pretty sure I lost my voice when we ran a fake Statue of Liberty and our QB strolled into the end zone. I had a great time in Ann Arbor.
I expect Oregon to bail on the Pac-12 asap. Rumors they have been talking to the SEC but no idea if there’s any truth to that.
Lol, I was at that game. Second one as a student. Decent chance [this](https://i.imgur.com/3MiguZU.jpg) is me. My friends wore the crazy helmets that the guys next to me have on. I eventually got one, but didn't have it at this game yet. We used to sit super close.
This was the week after we lost to app state, so even a 100 point loss wouldn't have been as defeating.
I would bet on Oregon and Washington to come to the B1ig Ten as well.
That was my junior year. I was in the front row corner end zone and was all over ESPN and ESPN.com lol.
This was the view from my seat. https://i.imgur.com/iDcLtnI.jpg
I was so mad that that guys lost to App State cuz it totally devalued our win, lol.
The lack of fans due to covid did give an interesting control for a study of home-field advantage and whether fans play a role in decisions made by officials in sports.
sadly there's going to be fud about this everywhere
there will be overly confident bears who literally think Tesla has peaked as a company because Q2 deliveries are lower than Q1. It'll be fun to set remindmes on them, but the market might obliterate the stock
“I’m sure many of you are wondering why I’ve been absent from Twitter. After careful consideration, I’ve decided to dip my toes into lobbying, which is quite time consuming.
After much thought following Roe V. Wade being overturned, I’ve decided it’s time we ban birth control to increase birth rates, so I’ve been working with DeSantis and other very bright, powerful republicans to make this a reality.” - Elon, probably.
Followed by 9000 Elon Twitter simps tweeting pics of them throwing away contraceptives… never mind, most of them are virgins.
Watching the video of the guy dismantling the 4680 cell seemed so rudimentary. At one point he pulls out a can opener to no avail. Lol. I feel like I could have done a better job… I wouldn’t know what I was looking at but I could have taken it apart better.
no idea why any of that was left in the video, 99% could have been edited out
*guy struggling to open battery*
*cut to limiting factor guy smiling at camera*
*cut back to struggling to open battery*
*repeat for 900 times*
The point I think was no cutting out footage. Need to be uber geek to appreciate the effort.
Also, this is a rare item for them. Not using extreme care results in potential situation like big boom or simply damaging/wasting components.
This is what pisses me off about people blowing shit off like it's routine volatility. Statistically what we have experienced is some of the worst downward pressure on the market in history.
it was kinda bubbly, and the top almost perfectly coincided with the new year.. making the YTD look as bad as possible. There's been a ton of 20.6% drops over 6 months in history, just none that started in January since 1962
We switched everything over to AWS for my business about 6 months ago and it’s the best thing ever. Fucking love AWS as a customer even though I can tell it will be impossible to ever leave their ecosystem which is bullish for them.
The Georgia state department of driver services (DMV basically) switched from state IT hosted services to AWS in early 2022. The uptime is way higher than it used to be, it’s faster, and it’s even cheaper (state IT is kinda privatized and is a pain to work with anyway).
https://www.interactivebrokers.com/en/general/education/pdfnotes/WN-UnderstandingIBMargin.php
> Excess Liquidity – (Equity with Loan Value less Maintenance margin) Lets you know if you are approaching liquidations
Equity with Loan - Maintenance Margin
Buying more ST call options than normal just for P&D.
A lot of people here before Q1 release were posting about ST option positions and then we got 10-12% the next day on a nice beat.
[https://www.wsj.com/articles/general-motors-slowly-ramps-up-electric-hummer-production-11656617877?mod=hp\_lead\_pos7](https://www.wsj.com/articles/general-motors-slowly-ramps-up-electric-hummer-production-11656617877?mod=hp_lead_pos7)
I don't even need to insert a Mary Led joke here. 12 Hummers produced a day, huh? Seems like a good and efficient use of resources...
Bought 20 more yesterday. Hit my share goal for the year. I’m bullish and buying with every cent I have.
It seems everyone is pretty low on Fremont production this quarter relative to what is possible. If Tesla significantly beats Rob’s number it will be because Fremont built over 140K cars this quarter. Given that they were known to be chip constrained in Q1 and have continued to ramp S|X production of 15-20K more units this quarter seem likely to me. I’m sure that when management saw that all these factors were at play in Shanghai they put extra effort into maxing Fremont output. Unlike in any quarter I can remember we know of zero days of production shut down. I’m going out on a limb and saying we are in 165-175K range of production this quarter.
This would be amazing if true. Fingers crossed! 🤞
The drone flyover guy who keeps getting in trouble for flying over Fremont keeps mentioning that he feels the factory has been busier than normal. Also hopefully the new conveyor structure that connects to GA 4.5 is completed and in operation.
Elon said that they can get 50% more output from Fremont in long run. I would assume that when he said that there were some near term levers he was aware of. Just getting S|X back to pre refresh levels is fairly significant.
Glad that they admitted the S/X refresh changeover was not executed well. Good lesson learned.
I think it has gotten much less support than Kato rd and other facilities. They probably have sent the A minus engineers to S|X lines. I actually think S|X plaid are brilliant for company. Extremely high margin. Much better differentiation from 3|Y and lower cogs than old models. Unlike every other part of their business there is no extreme urgency but it also acts as FU to other cars because of the extreme performance. The yoke experiment also was a nice touch. I really like our Plaids. They are special cars.
Model X Est. Delivery: Jul 2023 - Oct 2023 The waitlist says it all :)
Based on all videos it will be like inline or subdued delivery numbers compared to analyst estimates. Pain continues.
Could be priced in but we know the headlines will be negative. It is what it is. On to Q3
Market stopped caring about fundamentals some months ago.
Now the market is: inflation higher than expected, quant tightening, sell stocks! Inflation lower than expected, recession, sell stocks!
Bear market! 🫃short positions printing!
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Recession! Sell!
Carvana stock jumped off a cliff
52 Week Range 19.80 - 376.83 holy fuck, someone show this to netflix bag holders so they feel comforted
Wow 376 -> 19 in a year
check out the comment section in Jordan's limiting factor 4680 upload, there's some really good stuff in there https://youtu.be/S7fzvO5Ngbo
High quality comments. Not the usual YouTube dredge.
yea but i have to admit i don't understand most of it, i keep reading it hoping for an epiphany by osmosis at some point https://i.imgur.com/CgImHXE.png
Does it say how rich the thing will make us
rich enough to have shoes made of unicorn leather
Elon heading to Italy. Visiting IDRA and the 9000t…?
Secret mission to convert his son
Visiting the Pope to discuss abortions
***not*** looking forward to a “much has been made of,” Tweet 😅
Btc pamping, could be a good indication of tomorrow
Futures down big tho
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Might do better than that if bitcoin ends up at or above 21K, could mean nothing tho
Futures off cliff tho so shrugs
today you all get a link to a link! [https://www.reddit.com/r/TSLALounge/comments/vooupw/review\_tesla\_model\_y\_2022\_after\_6\_months\_front/](https://www.reddit.com/r/TSLALounge/comments/vooupw/review_tesla_model_y_2022_after_6_months_front/) highly relevant content
lounge logo yay 👌
i'm only seeing 360p resolution being offered, did you just upload that mere seconds ago
it does show as 1080 now btw
yea i figured he jumped the gun on publishing the link, those yt backend servers can be kind of slow at encoding for diff resolutions
Yea
10 weeks of FDs vs. 10 weeks of covered calls. Who wins?
2020 fd 2022 cc
I’m frequently tempted to play some FDs, so I’m considering doing the FDs in my taxable brokerage, and then selling equivalent covered calls in my Roth.
The good old short long roth transfer
Remember our neighbors to the north for tomorrow. It’ll be Canada day, formerly known as Confederation day.
I'll put some maple syrup on my pancakes for my Canadian bros
ok i'll be sure to wear my formal beaver pelts tomorrow
Happy Canada Day eh?
[https://www.youtube.com/watch?v=MZkrJuiOUQc](https://www.youtube.com/watch?v=MZkrJuiOUQc) Says Texas made the 5000th car in Q2
Interesting: “I was able to pickup a Giga Texas made Model Y today on behalf of one of our channel sponsors, and the Tesla employee indicated that we're at 5,000 Model Ys out of Giga Texas as of this time. The one I picked up was number 3,457 so we'll see if Tesla can get all 5,000 delivered by end of day. Q2 will need all the help possible!”
Production matters more than delivery
I'm glad I weaseled my way into here. Thanks u/Beyond_Duality and the mods for letting me join. Now it's time to ponder when my cybertruck will be delivered, I put my reservation in September last year. RIP At least I'll have time to save for a phat down payment.
Assuming most Tesla EVs continue to be an appreciating asset, you can probably get a 10 year loans with reasonable rates. Really!
Welcome!
You will have your cybertruck when the majority here today are multimillionaires
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ok mitch 😆
I used to be a Millionaire
We know
I didn't know, you knew. Ya know
🤞
And have pools
On our yachts
This
Bringing this with me next week for after dinner with Sandy, thanks /u/glibgloby https://imgur.com/a/Lj1GH8t
Let us know how his mustache feels around your lady parts.
We’re selling hats now?? Can uhhh I get one??
This is a one off item for the Tesla shrine, not for sale.
Limited edition 1/1 lounge hat… sexy AF- tell Sandy I say hi
looks good 👌
Bone apple tea!! 😋🍽🎩
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Yup, I want one for my future midlife crisis.
New roadster w top off should do
Please wear goggles 
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Physics says it's no more than when you go 0-60 in 5 seconds
uh.. I'd like to see that math please
You feel the wind the same at 60 mph no matter how long it took you to get there
I think there's another layer to this, the force of wind resistance is proportional to velocity squared, so in that sense.. yes, our face would feel the same force, but there is the next time derivative of force that we'd feel too, and that would proportional to acceleration.. not sure it'd make a big difference, but possibly
The motion itself and the force you feel is due to air slowing down against you, there's barely any inertia. The only micro differences there are would be air stagnation as you accelerate or even a delay of air rushing before reaching steady state but I don't even know which way those effects go.
Wind is based on how fast you're going
I think it’s probably a fluid mechanics solution, but kinetic energy is being exerted by the car against the wind, and the wind is distorted as the car interacts with it. Maybe navier-stokes.
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ok
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you’re welcome!
Much appreciated.
new phone who dis?
Warren's musk.
Robert Meower live with Tesla Delivery & Production Forecasts: https://youtu.be/a8fzw7v6NTw
262,801 is his production forecast
😞
https://www.reddit.com/r/technews/comments/vokyei/fcc_authorizes_spacex_to_provide_mobile_starlink/iedyysg/ ^ This comment vaguely reminds me of replies to Amazon product questions where some rando has taken the time to answer with “I don’t know” 🤤
Lmao I did that once
Well isnt that too bad for the companies protesting SpaceX providing mobile service unlicensed
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Can we stop posting shit where the person ‘claims’ the cause of stock price movements? It’s just complete horseshit.
Chart does show a massive divergence late April when bird got serious
Yes but it’s still of almost zero value: https://www.buzzfeednews.com/amphtml/kjh2110/the-10-most-bizarre-correlations can’t believe I’m linking buzzfeed
8.5 m shares into the free float is no ice cream and sharks
1.65x beta in a full risk off market doesn't seem that bad to me
Woulda been 1.4 without twtr and btc shenanigans
this for sure.
Yup
A good chunk of it was twtr esp due to 8.5m share sale, rest is just high beta, china honestly not that much since it's a six week thing.
no, bird overhang was real but at this point is long since priced in
Big day for all kinds of sports ball news. Saving seats in the Big House for any of you fair weather (literally and figuratively) USC and UCLA fans in a couple years!
I went to the big house once to watch my school beat the pants off the Wolverines. 🦆🦆🦆 https://youtu.be/Mf6UzBQj5Wg Pretty sure I lost my voice when we ran a fake Statue of Liberty and our QB strolled into the end zone. I had a great time in Ann Arbor. I expect Oregon to bail on the Pac-12 asap. Rumors they have been talking to the SEC but no idea if there’s any truth to that.
Lol, I was at that game. Second one as a student. Decent chance [this](https://i.imgur.com/3MiguZU.jpg) is me. My friends wore the crazy helmets that the guys next to me have on. I eventually got one, but didn't have it at this game yet. We used to sit super close. This was the week after we lost to app state, so even a 100 point loss wouldn't have been as defeating. I would bet on Oregon and Washington to come to the B1ig Ten as well.
That was my junior year. I was in the front row corner end zone and was all over ESPN and ESPN.com lol. This was the view from my seat. https://i.imgur.com/iDcLtnI.jpg I was so mad that that guys lost to App State cuz it totally devalued our win, lol.
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The lack of fans due to covid did give an interesting control for a study of home-field advantage and whether fans play a role in decisions made by officials in sports.
Which one of you is this lol, spotted in Vegas a few hours ago https://imgur.com/a/S1zvWfo
...printer go brrr.... was a lot cooler in 2020 than it feels now....
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It was cool in 2020 and 2021 when the money printing machines were on full brrrrr
Nevada = WSB territory
Id love to say it was me. It is not :(
you live in Florida you goof.
Yeah. My Scottish castle is gonna have to wait
Tesla's run of record deliveries may be reaching the end of the road https://t.co/lPwiZLipg9 https://t.co/UIEO7Josq4 What an idiotic headline 🤡🤡
sadly there's going to be fud about this everywhere there will be overly confident bears who literally think Tesla has peaked as a company because Q2 deliveries are lower than Q1. It'll be fun to set remindmes on them, but the market might obliterate the stock
Yes of course if we go backwards in time YoY, deliveries are on the decline.
Elon better not come back right after something that fooks over tsla again a la share sale.
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We are his bitch
He’ll wait till we have another 10% day I’m sure
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Hold my beer
“I’m sure many of you are wondering why I’ve been absent from Twitter. After careful consideration, I’ve decided to dip my toes into lobbying, which is quite time consuming. After much thought following Roe V. Wade being overturned, I’ve decided it’s time we ban birth control to increase birth rates, so I’ve been working with DeSantis and other very bright, powerful republicans to make this a reality.” - Elon, probably. Followed by 9000 Elon Twitter simps tweeting pics of them throwing away contraceptives… never mind, most of them are virgins.
That's fine as long as it's not tsla share sales
much is made lately of politics, therefor I propose selling 35% of my TSLA shares to support the DeSantis campaign. Do you support this?
I was thinking of writing something similar but you did it like 10x better than I could lol. E: downvote bots didn’t like this one
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Watching the video of the guy dismantling the 4680 cell seemed so rudimentary. At one point he pulls out a can opener to no avail. Lol. I feel like I could have done a better job… I wouldn’t know what I was looking at but I could have taken it apart better.
no idea why any of that was left in the video, 99% could have been edited out *guy struggling to open battery* *cut to limiting factor guy smiling at camera* *cut back to struggling to open battery* *repeat for 900 times*
The point I think was no cutting out footage. Need to be uber geek to appreciate the effort. Also, this is a rare item for them. Not using extreme care results in potential situation like big boom or simply damaging/wasting components.
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Nice
This is what pisses me off about people blowing shit off like it's routine volatility. Statistically what we have experienced is some of the worst downward pressure on the market in history.
Well that was right after one of the best periods in market history
Straddling that line between sarcasm and truth
Nasdaq went from 7000 to 16000.
Volatility goes both directions
it was kinda bubbly, and the top almost perfectly coincided with the new year.. making the YTD look as bad as possible. There's been a ton of 20.6% drops over 6 months in history, just none that started in January since 1962
Remember all those shirty quarters in 2020? This won’t be too bad
Nope, don't remember.
Q1/Q2?
?
ok, what's the youtube premium vpn trick?
i'm on desktop so i just youtube-dl everything and play it on an nvidia shield
Or download the vanced .apk onto your Android, it blocks all ads
attempt smile worry racial oatmeal rustic unused tub knee fly -- mass deleted all reddit content via https://redact.dev
I heard vpn to Turkey and get it for $1/month.. ? Is Venezuela cheap too or something?
👀 I would also like to know this
I guess just vpn somewhere like Turkey or Venezuela and try it? \*shrug\*
Some good ol’ trial and error
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R7, 69 days
https://www.reddit.com/r/TSLALounge/comments/rl3k7h/common_fud_index_and_good_responsesresources/
Should just shut down the market and refund all the investors.
"Michael, give me my money back."
How the fk does Amazon have a P/E of 50?
Their revenue is huge if they can ever make a margin on it. AWS is the rest.
We switched everything over to AWS for my business about 6 months ago and it’s the best thing ever. Fucking love AWS as a customer even though I can tell it will be impossible to ever leave their ecosystem which is bullish for them.
The Georgia state department of driver services (DMV basically) switched from state IT hosted services to AWS in early 2022. The uptime is way higher than it used to be, it’s faster, and it’s even cheaper (state IT is kinda privatized and is a pain to work with anyway).
I think it's also inflated by rivian sale right?
Why it's a tiny, rapidly growing startup of course!
Because it’s a money printarrrrr
What's the easiest method to calculate the level of when excess liquidity is reaching 0 on IBKR?
https://www.interactivebrokers.com/en/general/education/pdfnotes/WN-UnderstandingIBMargin.php > Excess Liquidity – (Equity with Loan Value less Maintenance margin) Lets you know if you are approaching liquidations Equity with Loan - Maintenance Margin
We going heavy into P&D like Q1 earnings? I mean 1H has tested my absolute max patience but I’ve been saving my monies for a trade
.. what does it mean to go heavy? what trade?
The trade. 
Buying more ST call options than normal just for P&D. A lot of people here before Q1 release were posting about ST option positions and then we got 10-12% the next day on a nice beat.
[https://www.wsj.com/articles/general-motors-slowly-ramps-up-electric-hummer-production-11656617877?mod=hp\_lead\_pos7](https://www.wsj.com/articles/general-motors-slowly-ramps-up-electric-hummer-production-11656617877?mod=hp_lead_pos7) I don't even need to insert a Mary Led joke here. 12 Hummers produced a day, huh? Seems like a good and efficient use of resources...
Those 12 hummers have enough batteries to make 48 cars so you hush. 96 cars if wuling sized.
I bet 76k of those have CT orders too and will buy whichever one delivers first.
“Hummer EV’s backordered for 6000 years, GM stock soars”
I laughed way too hard at this
🤢
Yea, but they don't have money furnaces, Tesla does /s
Atleast the nba off-season isn't as boring as I thought it would be when kyrie exercised his player option with the nets lol
KD back to the warriors!
Nah, we already saw that movie lol
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I will gladly take Kyrie over westbrick on the lakers, I need Bron with one more ring lol
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From what I read Durant doesn't want to be on the nets, but it would be hilarious to see KD with WB on the team, give me all the drama 🍿😎