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

    My 9 280 contracts for Jan 25 are in full agreement with you.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    PhD photonic materials chemist here. Your eyes have multiple receptors in them that are not involved in imaging. One class of receptors greatly affects your circadian rhythms based on the intensity of certain wavelengths of blue light. Because scattering of blue light in the atmosphere changes...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is absolutely core to the Tesla business model. Building cars to be easily and cheaply serviced eviscerates the legacy model of selling replacement parts for low margin vehicles and enables customers to instead support the high margin software as a service model that legacy can't match.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Pulverize powder well? I'm not sure you understand 4680 technology, which is a huge red flag on your opinions. As a guy who works in nanotechnology, I can tell you that regular battery processes are basically stone age tech. The witches brew approach of empirical design that characterizes "wet"...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You mean it's a bad thing to criticize the predatory investor who forced the discontinuous and unstructured devaluation of the British pound which threw the country into a spiral of economic recessions leading directly to the rise of right wing populism and BREXIT? Soros is exactly the kind of...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Agreed. As a photonic materials chemist who has spend decades designing solar cells, I have a special appreciation for the fight against climate change. Lately many decisions have been made to lower emissions in unsustainable ways. Governments and industry are charging down pathways that will...
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    Near-future quarterly financial projections

    As long as the Chinese currency is pegged to the dollar, it effectively is the US dollar. I might make a difference if they unpegged the currency, but in that case Chinese exports would collapse.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This week has got to be one of the worst examples of painting the tape I've seen in my 5 years as a Tesla investor. One Friday some entity with a ton of money is going to take the other side of these fraudulent trades and put all these MM out of business.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As a 12 year old boy I spent 6 months programming a video game on my apple IIc before realizing that the "128k" of memory was only accessible as two giant pages that flipped back and forth. Needless to say I felt betrayed by apple and their "lies" about my computer. So Woz's statements about...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Good Ottawa Boy (GOB) reporting in. Can confirm the development index of the region is difficult to nail down.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The number they use to get that figure is the total energy used to refine the gas including heating. Slightly disingenuous but still a very impactful number that highlights how absurdly wasteful ICE cars are. It's impossible to convert the total energy burden of refining into an equivalent...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As someone with an electrochemistry background, this video gives a good picture of things as they exist TODAY. Hydrogen technology is developing rapidly and a snapshot of the current situation doesn't tell the full story. Tesla wouldn't exist if there were only lead acid batteries. Electrolyzer...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I guess that was actually Autonomy Day...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Put both my daughters' entire college fund into Tesla at 190 just after AI day. I have a feeling they will be in school for a long time.
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    Wiki Selling TSLA Options - Be the House

    9 Jan 25 280's here. I like your thinking.
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    Near-future quarterly financial projections

    How did you calculate PEG in your model?