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Recent content by joh01652

  1. joh01652

    Wiki Selling TSLA Options - Be the House

    I'm not so sure about that. China is a big market for Tesla. I don't know anything about the Chinese consumer, but FSD may prove to be very popular there, more popular than here in the states. In any event approval will have a greater than $0 impact on Tesla's financials. Every little bit...
  2. joh01652

    Wiki Selling TSLA Options - Be the House

    Both these German factory expansion headlines just popped up on my iPhone stock app...
  3. joh01652

    Wiki Selling TSLA Options - Be the House

    Elon pinned this tweet. Does this mean the compensation package passed? Why all the Thank yous from Elon?
  4. joh01652

    Wiki Selling TSLA Options - Be the House

    I should have said "EV auto market." I can't imagine legacy auto would be giving out 0% loans on their EVs if demand was healthy. I don't know, maybe they would. But I don't think so. I can imagine the headlines if Tesla started offering 0% loans...
  5. joh01652

    Wiki Selling TSLA Options - Be the House

    Agree with everything you said. My broader point though is not on the consumer but on Tesla. Perhaps Tesla and their finance partner(s) see too much risk in giving people 0% loans at the moment? I don't know, just speculating. And it's not like Tesla has a broad service and parts network, at...
  6. joh01652

    Wiki Selling TSLA Options - Be the House

    Those buyers are very likely in a pretty sad state of financial affairs if they're buying a vehicle they don't want only for a lower monthly payment. I really do hope Tesla isn't trying to scrape the bottom of the consumer barrel, because when these folks run into difficult times they may not be...
  7. joh01652

    Wiki Selling TSLA Options - Be the House

    I feel like we’re sort of walking the same path. I’m also a long-time Tesla bull who maybe got a bit too emotionally invested, and now my blind enthusiasm has corrected some. But Tesla and “the markets” are two entirely different beasts I have to constantly remind myself. Tesla is just a...
  8. joh01652

    Wiki Selling TSLA Options - Be the House

    Well said, I totally agree. Statements like “We've seen in the past TSLA go on these bull runs based on nothing,” is simply not correct. But I think here Max is venting his frustrations more than anything else. I say the same sorts of things when I'm angry, frustrated and exasperated. Just...
  9. joh01652

    Wiki Selling TSLA Options - Be the House

    Respectfully, I think your emotions are getting mixed with Tesla’s business/Elon’s politics and that’s affecting your trading decisions. I agree mostly with what you’re saying on the business side of things—but that doesn’t matter, that’s a totally different subject from trading. What we aim to...
  10. joh01652

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

    What year and model is your vehicle, and what hardware are you running? I got 12.3.4 yesterday on 2020 LR Y with hw 3.0; did a drive yesterday and this morning. I do the same "challenging" routes to compare/contrast software versions. Can't say I notice any improvements from 12.3.3. The car...
  11. joh01652

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

    Public Service Announcement (from Not a Tesla App on X): Tesla FSD 12.3.3, update 2024.3.10 should now be available to most owners in the US and Canada.If you haven't received the update yet, go in your vehicle and tap on Controls > Software and scroll down.If you already used your "once a day"...
  12. joh01652

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

    No, she lives almost 2,000 miles away. My point is, though, that my car drives so well now I'd let her try it; with previous versions I'm not sure how she'd react (or if at all) should the car suddenly and unexpectedly swerve into a right turn lane, which it was apt to do frequently before v12...
  13. joh01652

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

    I used a Tesla-owned 2024 loaner S for the demo drives. All customers were instructed that their cameras needed about 30 minutes of drive time to calibrate the cameras before they could use FSD.
  14. joh01652

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

    Interesting you mention this. So the original Tesla demo car I was scheduled to use was a 2021 Model 3. The employee I was assigned to took me out to show me the route Tesla wanted driven, as well as the parking lot to demonstrate auto park. But we could barely get out of Tesla's parking lot...
  15. joh01652

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

    This is my thinking, too. Yesterday I volunteered at a delivery center giving 12.3.1 demo drives in a 2024 Model S to people picking up new vehicles. People are very impressed (even I was impressed as it was my first experience with vision-only auto park). Car worked very safely on every drive...