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@TrendTrader007 genuinely speaking, what is that catalyst to propel the stock to 400+ This soon? If it’s the M3 production rates, then I am with you. But the concern is charts don’t predict M3 production rates. What is your thesis based on? You have been predicting such a move the whole year.

Well, add a few years..

M3 delivery timeline to be updated soon for individuals.

There are caveats always for all forward looking statements.

5000k/week was a guidance. It was very clear and often repeated in the last CC.

This conference Call has been a downer. I don’t remember anything like this in the past few calls. Elon definitely needs help with project planning. Or needs a dedicated guy who can run operations so he can free himself up for technical challenges. Tesla Semi event will be good but most won’t...

No habla espanol!

https://jalopnik.com/this-guy-documents-nearly-a-year-of-quality-problems-wi-1819955046 This must not happen with Model 3

WRT 10k production, what made you all to change the view that Elon timeline, albeit aggressive, will be even more aggressive (from dec 18 to June 18). And you are buying into it based on a report from a Chinese company? I thought most here were already complaining about the aggressive 5k...

My impression was that Dana is not counting design and engineering but what you’re suggesting is true, makes sense. Vertical integration would increase the headcount. But then out of 35k employees, only 10k are in Fremont? Just trying to figure out if Tesla is as good as the previous owners.

What am I missing here? The plant -- which the United Auto Workers has been trying to help employees organize -- has more than 10,000 workers, almost double the 5,500 who workedthere in 2006. 5500 = 426k Why 10k = 100k?

Enough guessing. Show me the results

Bots must be going crazy over the interpretation of the 8th circle.. may be he’s testing AI algorithms this way!

One poor thing about generating hype and sharing unrealistic promises is a loss to common guy who bought into the brand Elon and has no idea what’s happening with the company. Not every retail buyer follows the company as closely as most in here. These people see an interesting Elon tweet or a...

One reason the stock has propelled this year is the aggressive schedule. Now if you say they are ahead compared to the original schedule, then the stock should fall compared to the recent highs?

20% utilization by each user every year is a bit toooo much. I would put that number to 10% or less.

There is a lot more to accessing china EV market than just auto manufacturing. Rules are ridiculous and here is a tidbit. “The Chinese government has a list of approved battery makers and if you don’t choose one of those you will not be allowed to apply for subsidies in the Chinese market. Even...

The departing train comment at 360 = haiku?

Elon Musk says Tesla Model 3 will include ‘free long-distance charging’

My understanding was that M3 was still going to get about 1000miles free supercharger access every year.

Tesla Model 3 doesn’t come with free Supercharger credits like Model S and Model X This is a change.

I have a reason to believe that the Semi event will bring about a lot more excitement around Tesla. Here it is: I tried all sorts of models and somehow quick battery exchange model doesn't work for me. So, I am now thinking a quick recharge model is the only model that makes sense. But to make...

Any idea if even parts of this is authentic.. Tesla’s ‘Hiccups’: Devil in the Details

New white paper from Sam Korus (ARK) on EVs and trucks.. Electric Vehicles | The Future of the Automotive Industry — ARK Invest White Paper

The video is in no way a complete picture of the production line. I wish production was a simple machine like this welding unit. And it definitely is not showing where the bottleneck is. IMO, it doesn't say much at all.

While looking at electric trucks, is anyone researching the most vulnerable name to go out first? I know the truck may be a few years away from release and the whole heavy duty trucks market may take a couple more years to really shake up.. but this market is not as widespread in terms of...

His tweets show there is a genuine concern about the ramp.. configurator is not required for employees as that's the same build with varying colors.. that is my interpretation. Also looking at the Electrek article mentioning some parts change, it is likely more changes are still being done...

Well this means the hell is really bad and the chances of the non employees delivery in 2017 seems unlikely.

Agreed. The language around the M3 production ramp doesn't give a good confidence. The aftermarket reaction is that and nothing else. Stock will recover when solid delivery numbers are visible. VINs are not produced in order so doesn't give a good idea. Also, should we strike through the...

Two quotes from Musk to Electrek about the Semi. Why the Tesla truck will turn freight industry upside down “It is a heavy duty, long range, semi-truck. So it has the highest weight capability and with long range. So essentially it’s meant to alleviate the heavy duty trucking loads. And this...

All recent reviews for M3 are removed at Tesla's request after this video was released. Tesla Model 3 - Paint Defects from Factory - OCDetailing Video • r/teslamotors

Basically the stock will go up if it goes up.. and I warn you all, if it goes down, .......

Even at that volume, they see Tesla making a loss? Can someone please PM me the note? Thanks a bunch!!

As I understand this, they are looking at the 11 free trade zones to be opened up. Does that mean the manufacturer can only sell cars in those zones without a JV? New Free Trade Zone in China - map and description

Oct 26th!

Oct 26th!

Any idea if the 29th is the Powerwall event, when is the Semi event?

So when is the Semi event?

Can someone please create VA's Seeking Alpha adventures thread and leave this one alone for sane discussions??

Federal labor officials are going after Tesla over alleged workers' rights violations Tesla response is embedded in the link.

There you go.

It looks like Tesla wants to first focus on what they can solve easily. The last routes leads to city or warehouses where companies can install their own charging infrastructure. Rather than going big to support very long haul routes and it's infrastructure, I would like Tesla to develop a...

The founder of Nikola Motors also recently mentioned in a quote that he knows Tesla Semi range would be around 200-300 miles. Since Tesla has talked to multiple potential customers, it is easy that such information may get leaked due to various reasons.

Interesting tidbits from Waymo Uber lawsuit.. regarding Tesla Inside the Self-Driving Bromance of Travis Kalanick and Anthony Levandowski

Only issue with charging is that it will take a lot longer to charge every 300miles. Specially on a busy route where all trucks must stop at the same locations. It appears Tesla will go with battery swap option. We'll see how Tesla reduces weight as well. I read somewhere that 1000lb weight...

Has anyone researched the viability of Nikola Semi hydrogen model? https://www.trucks.com/2017/06/26/nikola-electric-truck-redesign/ Interesting Quote: “This is the big one people are asking a lot of questions about,” Milton said. “Our range is 800-plus miles, while theirs is 200 to 300. And...

In 2015, Class 8 trucks sales in the US was around 249K and in the NAFTA region, was around 405K (2016). Truck sales in the U.S. - Class 3-8 2015 | Statistic Daimler, Volvo are the two biggest. Volvo goes by a few names. U.S.: class 8 truck market share by manufacturers 2017 | Statistic

Yum yum yum yum yum yum

The same Ars article says this: Eventually, Musk said on Friday, Tesla wants to put out 500,000 Model 3s a year, although he predicted about 50,000 Model 3s will hit the streets next year. At the factory on Friday evening, the first 30 vehicles were delivered to Tesla employees. Deliveries will...