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  1. Artful Dodger

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

    Yeah, I've expect $23.33 (which is the cost of Elon's share options)
  2. Artful Dodger

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

    Ahah! More like Lemoncello... 🍋🥂
  3. Artful Dodger

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

    Yeah, that's not an IQ test. It's a Darwin Award application form... 🤕
  4. Artful Dodger

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

    So this is what was under the big tent that was spotted by Joe Tegtmeyer on Wednesday: the first ever Megapack Installer Day.
  5. Artful Dodger

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

    OT: welcome back, @SpaceCash Hope u r well! 🚀👨‍🚀
  6. Artful Dodger

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

    And how many of these trolls did you report today? Or yesterday? Be the change you want to see in the world.
  7. Artful Dodger

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

    I guarantee that won't happen. That would be like handing over the keys to your house to your worst enemy. Remember the part where Elon said 'instead of expanding their network, they're going to work on improving the reliability'? Well, selling off the Supercharger network would insure that it...
  8. Artful Dodger

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

    Apropo of nothing in particular, I would support Elon donating 1 million shares of TSLA to charity in such an eventuality. No taxes due on a charitable donation, right? So no shares would be needed would need to sold on the open market to pay income taxes. And it's an investment in the future...
  9. Artful Dodger

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

    Um, actually no. He keeps buying and reselling the same 25 shares. 🤪
  10. Artful Dodger

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

    PS Tesla has secured about $145 million USD worth of carbon credits for this year in South Korea' emissions trading scheme. PPS that's about 4.5 cents per share toward 2024 EPS. 🌳
  11. Artful Dodger

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

    Are you sure that CCS uses the same communications protocol as Tesla Supercharger (NACS)? My friend's September 2019 Model 3 cannot use CCS without having an adapter board installed. https://teslamotorsclub.com/tmc/threads/ccs-adapter-not-enabled.265923/
  12. Artful Dodger

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

    Wasserkrieg: "Brandenburg's Environment Minister Vogel confirms that Tesla's water consumption in 🇩🇪 Giga Berlin is not above average but, on the contrary, below average. "Tesla is a lesson: we absolutely need a water check when settling here", "And secondly, Tesla has been put under enormous...
  13. Artful Dodger

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

    I've been trying to come up with an appropriate simile to help people understand Tesla's current situation. It's come down to these two leading contenders: (take your pic) TSLA shareholders are like helicopter parents of a 'tween giving their child hormonal suppressants; they like their kid...
  14. Artful Dodger

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

    Tesla has received permission to trade emission credits in South Korea. Yet again, the temporary income is extended..
  15. Artful Dodger

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

    The difference is Tesla is developing DOJO. In 2 years Tesla will be getting 10x the training compute for one quarter of the cost. Tesla is already the world leader in inference compute.
  16. Artful Dodger

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

    Haha, you're confused? Imagine if you have sold all your shares before the Q1 earnings call? That seems to have induced a reality distortion field...
  17. Artful Dodger

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

    Trolls will disargue about anything you disagree with. Their goal is word count. They get paid by the number of disagrees they get and by the number of words you write in reply to their posts, c.f. the bull*sugar* asymmetry principle (it's a thing, look it up). jus' sayin'. If you have to...
  18. Artful Dodger

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

    In my opinion, another important date to watch for is September 8th, 2024. That is the closing date for Democratic Senate nominations in the state of Delaware. I expect Chancellor McCormick will throw her hat in the ring for US senator as a hero of the people. I further expect her to advocate...
  19. Artful Dodger

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

    The California state legislature already passed a new law making autonomous semi trucks illegal, but the Governor vetoed it last September. This February teamsters and other members of the legislature brought the legislation back before the house.
  20. Artful Dodger

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

    It looks like Chancellor McCormick of Delaware is trying to move the hearings forward in the musk compensation case to preempt the shareholder vote scheduled for June 8th: 🚨📅 The below dates in the Delaware case have changed On or before May 8, 2024, Tesla will serve its expert reports. On...
  21. Artful Dodger

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

    Pick your metaphor. Here's another one: if you stare at the ditch that's where you'll end up. Reuters is just lying for profit. Don't sugar coat it.
  22. Artful Dodger

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

    Yeah, the Shanghai supercharger factory came online on September 7th 2021. It's nominal output is 10,000 supercharger stalls per year.
  23. Artful Dodger

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

    Rob Maurer skewered Reuters reporting on single piece Giga castings back on Sep 27, 2023: "Confusing casting report from Reuters China" (1:30 min)
  24. Artful Dodger

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

    Order is restored in the universe: Elon has bowed to pressure from Ligma and Johnson. 🍻🇨🇦
  25. Artful Dodger

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

    Hint: you are losing because your replies are 3x longer than the original post. He's playing you. A one-sentence reply gutting his core problem is best. ie: "Too lazy to do the work, too stubborn to listen."
  26. Artful Dodger

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

    Remember when Ronald Reagan fired all the air traffic controllers? Was that before or after he tore down that wall? 😉
  27. Artful Dodger

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

    "I think we should replace the current CEO who has been right 99.9% of the time, and put a guy on the board who's right 0.1% of the time. Then we'd have it all." - Broke Investor 🤣
  28. Artful Dodger

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

    A common refrain: "My cousin is buying a new Tesla Model 3 after receiving an FSD demo from my Dad today"
  29. Artful Dodger

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

    $F Ford Motor Company files Recall of 242,669 US vehicles: NHTSA
  30. Artful Dodger

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

    And what about Tesla's request for funding for the mega charger Network that was denied by the US administration, who decided to fund hydrogen stations instead? Was that Elon's fault too? Or a cynical political decision made by forces who oppose his mission, his existence.
  31. Artful Dodger

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

    It's become clear now that Tesla, or specifically Elon, is tired of funding 100% of the North American expansion of the DC fast charger Network. It's time for the US government and/or other NACS adopters to pony up some cash. Put up or shut up, Tesla will be profitable just fine off of AI.
  32. Artful Dodger

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

    🔥BREAKING: Polestar identified "certain errors in historical 2021 and 2022" financial statements and is thus unable to file the 20-F. SEC Form 20-F is an annual report filing for non-U.S. and non-Canadian companies that have securities trading in the U.S. SEC Form 20-F helps standardize the...
  33. Artful Dodger

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

    Today, Germany will pay you 120 Euro to consume a MWh of electricity. In the Netherlands, they'll pay you 200 Euros. Renewables FTW! 💚
  34. Artful Dodger

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

    That's probably close to my hot take too, without prejudging the situation. I will note, however, that the Hawthorne design studio was also affected with large staff cuts. I just likely means that most of the work that Tesla plans to do in new vehicle design is already done. With respect to the...
  35. Artful Dodger

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

    How could there be an antitrust action against Tesla for the supercharger Network when they're literally giving away access to it for free?
  36. Artful Dodger

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

    Ask yourself how much more efficient building a factory home is rather than building a home on site. Now remind yourself how Tesla is making prefabricated superchargers.
  37. Artful Dodger

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

    No, Tesla built their own infrastructure in China for data storage years ago as part of a 2021 deal to allow collection of Chinese road data, while keeping that data in-country. Here's the article we discussed here at TMC at that time, as published on South China Morning Post...
  38. Artful Dodger

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

    Haha, that explains the K-Town in Kingston. Were you really roommates with Elon, that's quite a picture. Cheers!
  39. Artful Dodger

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

    Matt Smith on X: I've gotta say, the $TSLA panic sellers have a fair amount of egg on their face right now. It's not as if Elon just decided to pivot to AI last week. It's not as if V12 was an empty promise that we couldn't actually try firsthand. All this information was out there, and we...
  40. Artful Dodger

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

    Also: Tahiti has a lot less ski lift accidents than France. TL;Dr drop the Waymo disengagements diatribe.
  41. Artful Dodger

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

    Profit taking took over when the share price reached a $60 gain over the low reached 2 weeks ago. I look for wedgies to sell the SP down to the upper BB today. Because they're smart like that. 🤪
  42. Artful Dodger

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

    $49 USD/month for my Model Y AWD with full coverage, but I'm a veteran. But I do get a another discount for paying annually. 🇨🇦
  43. Artful Dodger

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

    164 million shares sold by halftime, just sayin' ... 🦆
  44. Artful Dodger

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

    Anybody know when Waymo and Cruise are launching in China? /S
  45. Artful Dodger

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

    Already 57k call options traded at the $200 strike by 10:00 a.m. this will set the tone for the week.
  46. Artful Dodger

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

    A whopping 17.8 million shares of TSLA traded in the pre-market. Anyone care to guess at a rank order for that volume? Hint: volume was 500% above the 30-day average. 🍻
  47. Artful Dodger

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

    Certainly this is likely to be the case at least through the AGM in june. Also likely to continue if Elon is offered a new compensation package which is put up for a vote of the shareholders. This is exactly what happened in 2018 when his CEO compensation package was announced. This contract...