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Hi fellow TMC'ers! Is anyone following the short interest here? Really curious how we are doing and how much this latest price action is driven by short covering... P.S: Really excited to be back on this forum after a 2 year break. About to wrap up my master's degree and $TSLA stock I invested...

Apologies if this has been posted before. I opened the YouTube app this morning and saw the Audi Etron ad promoted at the top. They seem to be going for Apple’s think different theme with a spin that the 1st company in the market isnt the best (I think it just makes viewers think of Tesla when...

From Elon’s email: Question to ppl familiar with manufacturing: What does ‘factory gate’ of vehicles mean? Elon says Tesla factory gated 5k M3s.

Another one :( Man Dies After Tesla Crashes Into San Francisco Area Pond

@Lbkmxp100d this is some serious inside news getting revealed here (if it is true). My opinion is please do not share ANY more info about this friend of yours (like the days of his previous two shifts and where on the line he works). Lots of Tesla employees check these forums and this may not...

One of shorts fav argument is that Tesla is Enron and Musk is Skilling (some even call him Enron Musk). Shorts say Musk had a Skilling moment on the Q1 call (Skilling had called an Analyst a**hole on the call publicly). This stock buy proves otherwise and should worry shorts because while...

I missed the call, but are these 450k M3 reservations? Did we get any updates on the M3 reservations at all?

I think the 'w' in 'bankwupt' is for Keith Leech's continuous calling out of 'Ewon' and his fake 'wockets'... Iol

Tweets like these is what keep me awake at night Elon Musk on Twitter

Agreed. I found the 2017 MS manual here and on page 82 of the manual the warning explicitly states that Autosteer requires users to keep their hands on the steering at all times. I believe this would be applicable to Wei Huang's MX as well.

Thanks. I honestly dont know what the official Tesla documentation says regarding having hands on the wheel. I thought it said that the owner should be prepared to take control at anytime. I believe this requirement of taking control anytime (if true) is perhaps what the Tesla lawyers will use...

I agree. As much as I appreciate Tesla, I feel this is a play on words. I would have been a lot more assured if the blog post said 'AP was showing warnings moments prior to the collision' but instead they say AP warnings were shown 'earlier in the drive'. If AP was not actually showing visual...

By the movement of the SP

Yes, I have been burnt by this in the past. Elon's good mood on Twitter does not indicate a good quarterly performance. From my personal experience, it actually shows the opposite. Hopefully its not the case this time around as well.

After reading so much negativity on Elon and his projections on this forum, I have to chime in. I gave up on realistic expectations from Elon a while back. You cannot be a realistic person and start rocket and car companies. You have to be inherently super optimistic to go through the kind of...

Although not related to Tesla, I'm sure shorts will pull on every string they can to undermine Elon and use this: SpaceX apparently lost the classified Zuma payload from latest launch

2,500 M3/wk in Q1. Brace for it, we're going to see a lot of Jim Chanos on TV now..

Please be careful when choosing adjectives to praise AP... :)

The wipers seem to be working well:

I think the market would excuse low M3 production and deliveries if the production run-rate for the last two weeks >1000 M3's/week. Combined that with record S&X, semi+roadster reservation numbers and Tesla Energy project descriptions, SP should go up... However, the drop in SP over the last...

With inventory pretty much depleted, I'm seriously expecting some news of an interior and exterior refresh sometime this month... This will differentiate the MS/MX further

Was watching this Model 3 delivery video (I think its at the MDR location) and @t=48seconds the tesla rep at the front desk says they delivered around 40 Model 3's upto that time and quite a few more to go. This video was uploaded on Dec. 30th so assuming the delivery happened the same day, we...

Noob question: Since InsideEv releases monthly US EV sales scorecard within 2-3 days of the new month, would they have an insight into number of M3 deliveries at present or by Thu-Friday (the scorecard says that InsideEV 'tracks all the plug-in sales')? Or do they get their data from somewhere...

Regarding competition, its funny how shorts keep touting Daimler as major competition in the EV space but Benz prefers to stick with Hydrogen and Hybrids India's Plan For All-Electric Cars By 2030 Not Viable: Mercedes Chief

Keep in mind this car is competing against the world's best hypercars that retail for ~$1m+

I can see emails being written right now for an immediate board meeting tomorrow at Porsche, Lambo, Ferrari, Bugatti and McLaren HQs

I feel the Semi reveal right now is more of a disturbance than positive. Unless they can give some additional Autopilot news during that event (Elon mentioned he didnt want to comment on AP hardware yet so I'm assuming something may be announed on AP on Nov. 16th)

Come on why did you have to tell him/her that so quickly. We could have had some more fun :)

I think its early days and we should wait for an official Tesla announcement to determine if the 25% is levied or not. Having said that, Tesla is the major foreign EV player in China by far and this will only improve that position. Producing cars with cheaper labor and reducing shipping costs...

I know we are about to start the trading week, but one more weekend off-topic post: After every sucessfull SpaceX launch I go to Keef's twitter page to see what new FUD he is spreading. Turns out Twitter suspended his account permanently lol:

To the veteran TMC members and manufacturing gurus, do you remember how this timeline compares to the early Model S deliveries? Is 8 days from VIN issuance to ready to deliver indicative of an actual production line speed?

This is great but do we know what prompted Norway to go all out on Tesla's this quarter? Or is it just batched shipment that consists of overhanged orders from previous quarters?

Anyone doing the tracking for S&X deliveries? We are at that time of the quarter again...

I am not sure, but as @EnzoXYZ pointed, it seems the M3 is still WIP (although minor issues but still need to be ironed out). I was surprised that if there are 300+ M3's on the road out there then why we haven't seen a complete walkaround, drive and review of the car by anyone yet. Has Tesla...

Interesting M3 video. I'm not a tesla owner, is this similar to the controls on the S or X? (VIN# 259)

You know a short squeeze is around the corner when this guy talks about covering and shutting up

New SA articles being typed right now on how even the SN1 of Model 3 is already late!!

This SA news comes couldnt have come at a better time. This is the kind of news that shows some 'investors' the future potential of the company, and why it deserves a much higher valuation today than other auto (which isnt a correct comparison in the 1st place). The drop is a great buying...

WTF is happening premarket. Down 3%!!

I believe they are real but not convinced even in the absence of this problem the deliveries could have crossed 25k. Elon is very careful with his wording and the Q2 release said June orders were 'one' of the best in Tesla's history (not 'the' best). Also no mention of cars in transit. This...

I personally think more than the Model 3 helping it is the decline in QoQ S&X deliveries that is hurting us. This is the first true indication of the demand ceiling on the S&X (cap at 22-25k/quarter). The early units of the M3 will have much lower margins than S&X so that takes some positivity...

There might be one now... I believe they will open the Design Studio on Friday which should stop this bleeding...

I agree that its not only a date reveal. But dont think its H2 guidance either (unless its spectacular like 100k S&X for H2) If Tesla will announce start of production date for M3, or if they announce that production has already started, the real announcement that should go hand in hand with...

Welcome to July 2017! The month we all have been waiting for over the last 12-14 months. We could be flying high in the Falcon 9, or running to the ground in the Boring machine. Elon literally has the means to take us in both directions

I think there is another gift for first day reservation holders... if the initial options are limited to wheel and paint, the gift is probably a special paint :)

Typically market has shrugged off past guidance misses. However it was always production problems keeping Tesla from meeting guidance, but this quarter is probably the first one when Tesla transitions from production constraint to demand constraint (for S&X). With the delivery numbers, Q2...

Be careful, this is Elon time. He said 'a' Sunday, not 'this' Sunday....:D On a serious note, I expected M3 info to come along the Q2 deliveries (and my thesis: its to cushion less than stellar deliveries, meeting guidance nonetheless) I would have sold some of my short term position but I...

I am with you on this. As much as M3 and Tesla Energy dictate the future, S&X are the revenue generators for the company in the short term. Even the revenue from South Australia 100 MWh project is worth a few days of S&X production. So up until M3 can be made profitably, I believe S&X definitely...

Yea fingers crossed. But 22k to me wouldnt hold the SP. It doesnt sound too good after almost 25k in the last 3 quarters each. Nonetheless, this is short term. I expect SP recovery in Q3 with any number of M3 deliveries (hopefully) For reference, there are about 5.5k Bolt's in US to date. If M3...

From the Q2 delivery estimates thread, people are expecting ~25k for Q2. I believe anything less than 25k will magnify the dip. Specially with the bear argument that there is almost no growth in quarterly deliveries from Q3 2016 (be ready for tons of SA articles next week). I wouldnt be...