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Recent content by MaChiMiB

  1. M

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

    Looks like that there is an active attacker in Gigatexas. Police is at the site. Little more info on that X (Twitter) account.
  2. M

    Wiki Selling TSLA Options - Be the House

    Thank you for your support. I'm in Germany and many brokers only offer subscription warrants for TSLA. Those stretch up to $800 in June 2026. Those seem a tad too risky 😉 That's another head scratcher for me. If the emitter (big bank) goes bust, those warrants go with them. So US options would...
  3. M

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

    How crazy would a leap of faith be? I'm currently 100% in simple TSLA stock (since 2019), but more and more interested in LEAPS. Especially OTM Dec25 Calls like $300 or even $450. I'm a strong believer that Teslas rapid speed of innovation and efficient execution will accel them to the most...
  4. M

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

    Giga Berlin can expand 100 hectar for logistics lots and other stuff. This land was not part of the initial deal and has to be re-zoned. The right 1/3 of this map Will take some years for all permits though.
  5. M

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

    As the base prices of the Model 3 and Model Y are higher than 40K€, all 3 and Y only qualify for the higher bracket, so let's focus on this. 2022: - 5000€ from Govt (post purchase) - 2500€ from Tesla (already factored in the displayed price) 2023: - 3000€ from Govt (post purchase) - 1500€ from...
  6. M

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

    Some less green in Berlin though. Progress looks good. No drone flyovers were allowed last weekend (and are generally only allowed on weekends). 50m alt limit too, because of the nearby airport.
  7. M

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

    Jon at Cleanerwatt once again got some nice hints on 4680s. Seems he got some good sources. Main points: Anode in Kato is 90% done with DBE (dry battery electrode) process. 10% in wet process are likely for testing/benchmarking. Cathode is still made with the wet process, difficulties that...
  8. M

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

    Report that Giga Berlin built the first test 4680 Model Y. Standard Range, Single Motor 4680 not from Berlin Far from mass production (maybe Q4) Second test 4680 MY will use front casting made in Berlin. Downtime in Berlin will end on Monday. Some new equipment tests were done the last days...
  9. M

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

    For Europe and co regarding FSD: New UNECE draft on DCAC (Dynamic Control Assistant System) as part (enhancement) of ADAS (Advanced Driver Assistant System), not to be confused with ADS (Automated Driving System). Some currently prohibited stuff will be possible as an ASSISTANT system...
  10. M

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

    Regarding Giga Berlin extension: The primary factory extension will be north of the first quadrant (car production) and a half (drive unit and battery cell building). This is already industrial zone, just like the first two quadrants. Hopefully the permitting will be a bit faster (no changes in...
  11. M

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

    That's only true if the fourth event (truck) requires the third (robotaxi) to be 100% completed. The third requires the second, and the second the first. You also have to be careful whats your basis for the probabilities. You can say: 25% chance of robotaxi, if FSD is solved first. Then it's...
  12. M

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

    Let's get one thing straight. The black forest is part of the German state Baden-Württemberg. And it also is home to Mercedes-Benz and Porsche. Stats from 2018 show 233k employed in the automotive industry in BW vs 208k in Bavaria. Bavaria is obviously the flashing target because of BMWs freedom...
  13. M

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

    That's just protection from the new construction site on the right (south). Phase 1 (Model 3) gets an extension to the west in the north and south for now, maybe in between later on too. You can see that here from 1:32 on:
  14. M

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

    New Fremont flyover: If the video is in real time (looks like it, or close to it), the cycle-time for the gigapress is currently at 1:46 minutes (opening at 7:26 to opening at 9:12). That's 300k pieces/year with 100% uptime and 240k pieces/years with a more realistic 80% uptime. But it...
  15. M

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

    Tesla Berlin withdraws application for 1.1B Euro Battery funding. I've no idea why, yet. The 1.1B Euro state/EU funding was almost a done deal. Maybe Tesla is more agile without it...