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We are in a time where we learn who are actual leaders and who are not. Silence and inaction is just as telling as those leaders who do the wrong thing.

Elon has created attention. Now is the time to introduce Tesla's mission to the broader audience that is now "all eyes" on the situation. It is a pattern. Get the attention. Pull the rug on any attack with debate wins in the eyes of the uninitiated, ie, the broader public. Tesla counter...

I've been an owner of TSLA since 2012. I don't take investing lightly or as a short term concept. It is long term. It is a big bet. I initially wasn't an Elon fan, because I read somewhere that Clooney thought his car sucked and he was a PayPal mafia playboy. That's what I read at least...

Chanos and his short army are banking on the lawsuits. If Elon wins, Chanos and crew disappear for good.

The air in LA is so clean and fresh right now. It is amazing how much of an impact low emissions has on immediate health of the many in such short order. Just another point of evidence, a vastly significant one, that confirms Tesla (Elon and Co.) are onto something big here. There are many...

Given this reality, would it be best for Tesla to put out a revised 2020 production guidance now as opposed to later in order to reset market expectations moving forward?

Does anyone have a feel for how the County Health Department may proceed with Tesla in next few weeks given the Governor’s leaning toward extending the order potentially into summer?

It will be interesting to observe how they maneuver around shelter in place possibly being extended into summer, which school closures for the rest of the year may potentially indicate. Governor Newsom has also made overtures to potential of keeping the order going into summer as well...

So, what does the “shutdown” that started March 23 entail?

Someone has to watch the kids as well as assist in the education, therefore it may be also an impact on the parents ability to work at the factory. As essential, will Tesla be able to produce vehicles or are they required to produce vents, medical equipment? Are the suppliers considered...

Hearing now California schools will be closed for the rest of the 2019/2020 school year. Could this be a sobering indicator the “shelter in place” might last through June? Has anyone looked into the impact of Fremont being “closed” for the majority (if not all) of Q2?

This is why we might need to explore the potential of Tesla becoming a global operating system competing with google, Apple, and Microsoft. They came by way of the computer and smart phone, Tesla might do it better and faster by way of the home and car. Also, might need to think of potential...

Timing is impeccable.

Heat pumps in Model Y may be indicator of what other new products Tesla is going to reveal in the future. Don’t sleep on Tesla Energy and heat pumps. Elon Musk hints at a 'Tesla Smart Home' with more efficient air conditioning - Electrek ADD: scaled production of heat pumps lowers cost for...

Just first page search engine news alone: Elon drills first ever transportation tunnel in Vegas. Elon increases record epa range of Model S. Elon about to launch more record breaking Starlink satellites, 50th landing of booster, another milestone. Elon going to break the status quo with first...

Blast from the past, maybe some analysts will start paying attention 7 years later. What are the cost savings to a produce/manage Tesla kwh power offerings when they can recycle energy storage? New auto sales with 100% recycled batteries? Robotaxi costs? “We are still thinking deeply...

Who needs transmission lines when everything is distributed in Elon’s future energy world.

Because gigafactories. Can’t scale batteries at max level being separate. The energy side fuels battery investment, which benefits the auto side and vice versa, it’s a positive cycle from both sides on each other. Solar+storage will soon be married at the hip going forward with battery costs...

Elon just wants to participate in space launch, but ends up taking over. Elon just wants to participate in advent of electric cars, but ending up taking over. Elon just a wants to participate in energy now and that’s it, it’s not like the other things, it’s not going to follow that trend, no...

Tesla Steps Into The Utility Space With New Grid Controller Patent | CleanTechnica It amazes me how all legacy analysts have no clue the whats coming in the energy space and its name is Tesla. everyone start learning the revenue potential of the Kwh. No wonder munger and buffet making...

Let's make this clear: Big auto has to cannibalize gas car growth to grow it's electric car sales and sell them at a loss to compete on sticker price. More electric car sales, lower gas car sales. If lower gas car sales, can't finance growing electric car sales and investment. I give it a...

The NYU prof was comparing Tesla to Toyota, like for like, auto to auto.... but noting Tesla will need apple like margins as well, which only insinuates the improbability of doing that, thus the current stock price is way too high and must go down to a more realistic level.

The nyu prof on CNBC is a prime example of the need of a paradigm shift in how to see Tesla. He says to justify the valuation, Tesla needs to have revenues like Toyota and margins like Apple, otherwise stock not justified at current levels. Okay, auto revenues in 10 years. What is the market...

I think he’s giving Battery Day in Buffalo as a way to market the solar part of the business, which had been sidelined for almost two years in terms of Elon marketing power. This may also be an indicator that cell production is going to increase massively since now can scale energy storage...

Elon may die on Mars, but not going to be for a few more decades, and it sure as hell won’t be on impact.

Is 1T in revenues the top? Or is there still growth beyond 2030? This is the mind boggling thought that goes beyond much of what we know about how to value it. Someone should ask Baron the simple question does he expect continued growth beyond 2030? If so, 1T of revenue not a top and Tesla at...

I think we have to start looking at what is potential revenue top for Tesla’s market in both auto and energy. If it’s growth goes far beyond that of a 265bln top, then 1T should be achieved well before 265bln in revenues. We must assess 1T valuation on continued growth basis beyond it, much as...

Apple’s annual revenue seems to be topping out at 265bln/year. Is Tesla’s long term revenue top at 265bln/year or is it much higher being that is auto and energy combined?

I’m curious, if people are saying Tesla will be a 1T company, what level of revenue to do expect that 1T company to generate? 100bln in revenue by 2030? At 1T valuation in 2030, do people think Tesla’s growth is slower than it is today? If not will the stock price have baked in that growth in...

If analysts do estimates for potential Tesla marketshare on global auto sales and Robotaxi revenue, why don’t they do estimates on Tesla marketshare of global energy capacity and kwh sales? Over an equivalent time horizon for global auto market share, what would be 10% of global energy capacity...

Why invest in so-called “5G” when Starlink is coming soon? Based on Tesla’s vision and strategy, isnt it more accurate to compare it to Aramco valuation rather than Auto or Tech?

Tesla accelerated growth strategy: Watch the majors invest billions in cell/battery factories, then buy up the factories/usable assets at rock bottom prices when they go bankrupt due to inability make money outside of ICE. Have them invest in your capacity without them even knowing it. Fate...

What happens to the economy when all transport stops fueling at the gas pump and starts fueling up at the outlet? Is the most valuable global commodity oil and gas at that point? Or does it become the KWh? Will Exxon, Aramco, etc...be able to block out the sun and prevent this global value...

Who is going to sign a big contract for cells with the majors if they know their cars don’t sell? If the majors are cell starved now, how are they going to compete with Tesla without their own factories? How are they going to pay for all the gigafactories and make money off falling ICE sales...

As Germany is at the forefront here, the greater the network of decentralized solar+storage, the greater the market value of demand respond, aggregation services, and peer to peer trading. The software to run this new decentralized virtual power plant network system is the next big area Tesla...

Absolutely. Will be cell starved for a very long time without more capacity. Germany has a massive amount of solar, the next step is massive deployment of energy storage. The strategic objective should be to meet both energy storage and vehicle cell requirements without starving either and...

I’m suspecting Tesla may also do Solarglass production out of GigaBerlin. Notable amount of the GigaBuffalo equipment imported from Germany. Also, Germany is very aggressive in transitioning grid to renewables. Solar+storage growth ripe for big scaling here and across Europe and possibly Mid...

The new "universal income" is everyone creating value from/off their own production of energy. Tesla developing the upgraded hardware for this next software rewrite. "People are how constrained... as opposed to what do I actually want, then figure out how to build it. It's a very different...

Great take. Houston seems to hit many objectives.

I remember from Autonomy Day Elon stating they get their chips manufactured at Samsung Austin so might be a possible co location deal. Also it looks like Samsung needs some help as they are letting people go at that location, so Tesla may obtain favorable conditions in going there. But, all...

Ultimately, the best solution for peak, is for everyone to have a battery (homes, commercial spaces, industrial spaces) paired with solar, since that provides energy when and where it's needed without transmission or a centralized peaker power generation. Check out what they have done in...

Giga Berlin, and now GigaAustin being on the table soon, not to mention GigaShanghai just getting up and running. I characterize that as a surge.

Sustainable revenue globally will be in the consumption of kwhs. I agree, the margins over millions of solarglass installs might turn out nice, so they will make money off scaling the installs for a long time (an amazing double boon), but the installs will last 30 years or more, so that market...

She doesn't quite get it about solar yet since her investment house thesis doesn't include the future of the utility industry. One of the top 10 wealthiest men on the planet says he's doesn't invest in utilities to see growth, he invests in utilities to make money. TeslaEnergy is not to make...

https://www.bizjournals.com/austin/news/2019/11/01/samsung-to-cut-nearly-300-jobs-in-austin.html Might Tesla take over this location for giga Texas? Samsung co-locate FSD/chip manufacturing? 2.3 million sq ft of space Add: sure looks like land right next door, or, across the street from...

On paper, Elon has broken into the top 10 of wealthiest people in the world. And, as he eventually ascends to #1, I wonder how this affects perception of wealth attainment among people globally? Many would call him apart of the traditional "club" but it seems more like he's disrupting the...

What would be an interesting addition would to explore the impact of TeslaEnergy on the Utility business. As cars and most everything else shift to the grid for "fuel", kWh consumption will rise dramatically globally. How much of the $/kwh will TeslaEnergy potentially take domestically and...

Well stated. I followed closely what happened to Solarcity-Tesla in Nevada over solar and recognized then this is the behind the scenes big fight happening with the big players. I learned a lot about how Buffet and his circle and the Koch family are very aligned on this issue, so not a...

Tesla is going to be using every single cell they produce for many many year to come. If we a talking about millions or more homes as well as millions or more vehicles, Tesla is going to be supply constrained for a decade or more. All I can say is Tesla will be a vortex of gigafactory...

It is interesting Ark Invest doesn't mention solar and energy in their interviews. I wonder what they would forecast for when home storage and solar are pared across millions of homes. It is similar to the Robotaxi network, but seemingly far more revenue in the end when you understand demand...