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  1. Maknyuzz

    Tesla Gigafactory Investor Thread

    Instagram Instagram Kimbal's instgram has some pics of GF progress
  2. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    Instagram Nanofactory, not Giga... Kimbal's instgram has some pics of GF progress
  3. Maknyuzz

    Elon Musk: "50% annual growth" + "500,000 in 2020". Which is most likely to occur?

    I think 50% growth cannot continue forever. Law of big number, at some point it will plateau, growth will be compressed in teens, single-digits. Imo, a good benchmark is looking at other luxury cars sales (BMW M5 M7, Audi A6 A7, Mercedes S Class, Porsche Panerama). But then again, if Tesla...
  4. Maknyuzz

    The wrong focus on range anxiety?

    Hear hear! Edit: also would love to see parking lots transformed into solar canopy with supercharging outlet
  5. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    I wouldn't do that but sad thing is few days ago I just realized that this forum has become the nest of "fanboys". You yourself saw how everyone bashing Nissan and Carlos Ghosn yesterday.. Namecalling aside (apology if I offended anyone), not everyone live in a house. Many live in condominium...
  6. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    I've said this many times about charging issue. I know you fanboys will say, charge at home. But you guys are fanboys, not typical consumers. Superchargers need to be at minimum 25-50 miles apart from each other until range anxiety problem is solved, and this means, superchargers inside the...
  7. Maknyuzz

    TSLA Trading Strategies

    Yeah, I think $180 would be yummy, even more $160, if no fundamental change. Now that I have calmed down, I am not going to post much like these past few days. Not that you guys will miss me anyway. We need DaveT/FluxCap to post their long rational megathread again. Also the reason I posted...
  8. Maknyuzz

    TSLA Trading Strategies

    I think ~195-200 is a good point to nibble. There is a possibility we re-test 192. why? because it's the last low that we encountered. I am nibbling around that area too. Next low that we encountered is 178 back in May. I will be more aggressive at 178-180. I will be very aggressive if no...
  9. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    My rationale was simple. A lot of forum member still hoping. Hope doesnt move stock up. Lump, another awesome member who posted pic of P85D first few delivery, has been negative since TSLA at 240-250. I believe some member called him/her FUDster too. Look where TSLA is at now.
  10. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    More is just to end the tweet, so they dont waste te 140 characters. nothing to see.
  11. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    Competing EV? there is no competing EV to Model S. $70K+ EV? Get your fact straight I said specifically this particular forum is full of new member who blindly praise tesla, not u anticitizen. I've seen you around since before 2013. I specifically wrote, this short term forum has gone shark
  12. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    Go read the technical forum. 50 day crossing down 200 day. lower high, lower low = downtrend. Also some chartist mentioned a while back H&S. not going to repost something we ought to already know.. Now u Causalien where is your crystal ball?
  13. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    So? i3 has 80 miles, $40K+, selling 17K units in 2014 Leaf has 80 miles, $30K+, selling 50K units in 2014 GM has 200 miles, $37K+... triple the mileage, looking better than i3 according to u. I just don't understand the constant bashing, and comparing $37K car to Model S. For me it sounds like...
  14. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    Hmm.. why haven't we renamed the forum "Praise and Worship Tesla 2014"? All I see is a everyone blindly praising Tesla, and calling any other product crap. Many of these posts are not contributing anything to this forum. Post something we don't already know. Like I said this endless praise and...
  15. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    You dont need to write that long post. The fact that I know the name "luvb2b", "sleepyhead", should imply I know about Tesla well enough. I am lucky enough to be one of those Teslanaires. I don't post that much because, I don't need to do constant posting, I am a Teslanaire, life is good. I am...
  16. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    What FUD? This forum is so sensitive to anything negative. Why don't we rename the forum title to: "Praise and Worship Tesla 2015"? I missed the old Tesla forum members in 2013. luvb2b, sleepyhead, DaveT. More open minded. All I read these days are FUD FUD, and more FUD. Tesla went from 260 to...
  17. Maknyuzz

    Short-Term TSLA Price Movements - 2015

    Wow.. unreal... I can't believe I am reading this... This is classic "in-denial" statement. I am long a truckload of TSLA stock but I can't believe we're still "in-denial" phase. When the stock bottommed, typically everyone throwing the towel, defeated. This kind of statement could mean more...
  18. Maknyuzz

    Prediction Competition for 2015

    I think that Tesla has just passed another "valley of the death" in Q3. Those are the factory shutdown, and intro to Dual-motor variant and improved interior of Model S such as recaro seat and heated steering wheel. These new tooling and product variant caused slowdown in production. So ask...
  19. Maknyuzz

    Prediction competition for 2014

    I made my prediction of 37,500 back in Feb 2014. Here is the original post. Annual Delivery and revenue predictions for Tesla Motors during the current decade. - Page 2 Include me in the prediction competition, although I am likely wayyy overr.. :( Just want to be in the game, and 2015 prediction.
  20. Maknyuzz

    Short-Term TSLA Price Movements - 2014

    These past 2 weeks or 10 trading days, TSLA dropped ~40pts, or average 20pts/wk. At this rate, TSLA will be $7 in 10 weeks, around week of Feb 20. I don't know about u guys, but I will be so ready to buy TSLA, Freemont Factory, Management, Elon, JB, Jerome, at $7/share in Febuary. It's like...
  21. Maknyuzz

    Short-Term TSLA Price Movements - 2014

    At this rate, TSLA is going to $0 by Q4 Earnings!! I am going to purchase the whole company, management, factories, and land for $0 for my new year present! What a bargain!
  22. Maknyuzz

    Perspectives on Elon's Perspectives

    Avangers: Age of Ultron. The difference is. Avengers have a Hulk, we don't..
  23. Maknyuzz

    Perspectives on Elon's Perspectives

    Elon Musk is a Martian. His kind went extinct due to both climate change and AI taking over in Mars. He was the last Martian sent to Earth, kinda like superman being sent to Earth before the planet went extinct. As he grows up, he remembers his origins, and what caused other Martian to go...
  24. Maknyuzz

    Short-Term TSLA Price Movements - 2014

    Last time I posted this, I got into trouble.. But w/ today's stock price, I can't help it.. Today TSLA -20 pts. - 8 more days like today, TSLA will be at John Lovallo's Price Target. - 10 more days like today, TSLA will be at pre-Q12013 earnings. - 12 more days like today, TSLA will be $0.
  25. Maknyuzz

    Social Chat - Short Term TSLA Movements

    Potential additional revenue imo: Tesla release apparel product with Model S silhouette, with the text "Unveil the D" I bet most Tesla fans would buy that. I would..
  26. Maknyuzz

    Short-Term TSLA Price Movements - 2014

    That pic was found in an airport with airplane, and truck that pulls airplane. I wonder... if there will be a flashy demo, in which Model S P85D will be used to pull an airplane, to show off its power. Or perhaps, go head to head accelerate vs airplane? Hmm... I guess here is some stuff to...
  27. Maknyuzz

    Long-Term Fundamentals of Tesla Motors (TSLA)

    ZOMG.. I'm an idiot. This is what happened when u r no longer at school.. :(
  28. Maknyuzz

    Long-Term Fundamentals of Tesla Motors (TSLA)

    Currently average distance between chargers in USA is 80 mile. Average distance between gas station in USA is 6 mile. If Tesla can get to 10 mile average distance between chargers, and increase charge rate to 200-300KwH, it's the end of "Range Anxiety" In order to get to that point, Tesla needs...
  29. Maknyuzz

    Website wait times for delivery change

    From Delivery Update Thread. At least 1 person got the delivery date moved up, quoting DS saying slightly ahead of plan production.
  30. Maknyuzz

    Website wait times for delivery change

    Checked this morning. And the wait time improved a tiny bit: 65 - November (improved from Late December) 85, P85 - November (improved from December) This is after factory re-opened (due to retooling). This could mean the production boost better than expected, and delivery estimates moving up
  31. Maknyuzz

    Social Chat - Short Term TSLA Movements

    Did I read that correctly in the shareholder letter? "Tesla’s annualized delivery rate should exceed 100,000 units by the end of next year." --> That means 2000 car/wk..
  32. Maknyuzz

    Website wait times for delivery change

    Regardless, I think there will probably be a maximum of 150-400 Model X produced that will be used for Beta, and Showroom Demo. The number is based on the number of showroom Tesla currently have worldwide, which is ~150 showroom, and perhaps 200-250 that will be used for Test Drive. And if what...
  33. Maknyuzz

    Website wait times for delivery change

    60 and 85 now showing Nov. P85 showing Late Oct..
  34. Maknyuzz

    Short-Term TSLA Price Movements - 2014

    This is indeed the case. If you check social media reaction. Tesla got a spike in fb fan likes on the patent news..
  35. Maknyuzz

    Social Chat - Short Term TSLA Movements

    This means that this move has been discussed and agreed upon with the boards and execs. Steve Jurvetson is no idiot. If he approves, I approve. Plus, JB Straubel also mentioned, Tesla is as much of an energy innovation company than a car company. If this counterlogic move is successful, Tesla...
  36. Maknyuzz

    Short-Term TSLA Price Movements - 2014

    I think 110 Pack size is imminent. Just like the speaker sound volume 11/10. My guess is 110 will be the next pack size. I don't know if you guys notice, but Elon seems to have a special treatment for certain things. like 11/10 meaning over the norm. and for Model X, the reason he is so into it...
  37. Maknyuzz

    Musk's hint to 2nd row seats in Model X

    3D Printed 2nd row seat!
  38. Maknyuzz

    2014 Annual Shareholders Meeting

    Talking about Dragon 2. Some of the parts of Dragon 2 are 3D printed. I wonder if some of Model X parts will be 3D printed too? hahah..
  39. Maknyuzz

    2014 Annual Shareholders Meeting

    Surprised noone asks about the stationary storage roadmap. In the gigafactory slides, it says 50GWh cells, 35GWh vehicle pack, implying 15Gwh of stationary storage. That's like 30% of the battery.. Pretty significant portion imo.. I really would like to know the revenue recognition process...
  40. Maknyuzz

    2014 Annual Shareholders Meeting

    Keep in mind.. Elon Musk holds multi-position at Tesla: CEO, Chief Product Architect, and Chairman. I would like to know IF after volume production of Gen III he is burned out being a CEO of 2 companies, will he still be Chief Product Architect at Tesla? He mentioned after Gen III, making a...
  41. Maknyuzz

    Questions to ask at the Annual Shareholders Meeting on June 3rd, 2014.

    I am curious about Stationary Storage. I know that it's in partnership with sister company Solarcity, but would like to know: - Margin split w/ solarcity, revenue recognition method, does Tesla just sell them with flat 20-30% margin to Solarcity? or what? - Interest from customer. Other than...
  42. Maknyuzz

    Questions to ask at the Annual Shareholders Meeting on June 3rd, 2014.

    Curious what is the projection/best case scenario in terms of Supercharging speed. Can we double/triple the current charging rate? 200KW/h, 300KW/h rate anyone? When will we achieve 5 minutes, half charged (170-200 miles)? What about battery swap?
  43. Maknyuzz

    Optimal Battery Size and Driving Habits

    w/ regards to 40KWh no longer being offered. I think it's because Gen III is likely to have 40KWh battery capacity. Here is my thought: Model S 40KWh can go 160Miles. GenIII is said to be 20% smaller. With the same 40KWh capacity, but with less mass and size, and rough napkin math, Gen III...
  44. Maknyuzz

    Tesla BEV Competition Developments

    This has been in development imo. Google filed a patent earlier this year: Patent US8630897 - Transportation-aware physical advertising conversions - Google Patents So, in that patent, if you look at Figure 6, 7, in the future, Google might place an advertising, and there will be a "Take me...
  45. Maknyuzz

    Lunch after annual shareholder meeting on 6/3/14

    What I'm really curious about is, when will supercharger be able to fill half the tank in 5-10 minutes? 250-300KwH rate? How difficult is it to get to that point? How far away are we to get to that point? I understand that a lot of you think that half a tank in 30 minutes are good enough. But...
  46. Maknyuzz

    Long-Term Fundamentals of Tesla Motors (TSLA)

    What is the timeframe when Supercharger can fully charge 85Kwh cars in 10-15 minutes? anyone willing to chime in and speculate? I think in addition to charging network availability, the charging speed is a crucial part too. JB Straubel mentioned once that full charge in 5-10 minutes is...
  47. Maknyuzz

    Social Chat - Short Term TSLA Movements

    Firmware 6.0 when? Elon mentioned it during Europe trip late Jan, then in Feb 9 he tweeted about software update coming soon. It's been more than a month now.. Should be coming soon.. maybe waiting for NTHSA clearance, which probably is delayed due to troubling GM recall? Twitter / elonmusk...
  48. Maknyuzz

    Social Chat - Short Term TSLA Movements

    Probably everyone already know, but just feeling like posting.. Another awesome fan-made video/ad. This, again, shows/proves the Tesla brand's cult-like following like no others. TESLA - "Modern Spaceship": https://www.youtube.com/watch?v=KKbRAazkiWc
  49. Maknyuzz

    Short-Term TSLA Price Movements - 2014

    At this rate we may go to $0 in 30 trading days :eek:
  50. Maknyuzz

    Short-Term TSLA Price Movements - 2014

    Elon said he likes LEGO Movie. Everything is Awesome! lol..