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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
Reason for AH drop?
Tesla's Nevada lithium plan faces stark obstacles on path to production
Tesla could struggle to implement some of its battery advances, experts say
Of course, Reuters knows experts who know it better...
Why is that? TCO is unbievable good then, e.g. highly negative.
Does it really matter if the Battery pack costs are 5000 or 20000$, if FSD costs 100000$?
The problem is not exactly the limited freefloat, but the amount of shares borrowed by short seller who have to cover. In other words: not Teslas problem...
Battery Day and next Giga (Tera) are going to be annouced soon.
As Elon said: third week of may, they think, is the right timing.
It is just about "timing the news".
Additionally, Model Y production will be another Level of automation. Therefor, it is just plausible that some workforce has to be cut to build the whole process at max efficiency.
Electrec article is cited in German "newspapers" as well...
Steuervorteil halbiert sich mit Jahresbeginn 2019: Tesla blieb 2018 auf 3000 Model 3 sitzen...
Not good, but does this really matter in the long run...?
Not at all!
A very nice opportunity. For you and I, but eventually for Apple, Alphabet and other as well.
Börsengang von Nio überschattet: Tesla-Probleme schaden sogar der Konkurrenz
Headline of the German "Manager Magazin" was: Tesla schadet sogar der Konkurrenz ...
Please free to translate. OMG... max FUD.
A weak, sleepless, Musk combined with a share price below 300$ could be a possible door opener for a hostile take over. A Premium of more than 60% or so could be hard to resist for most share holders.
Doesn't make sense what Ihor is saying here.
This is the worst case scenario for every short seller out there. A highly likely buyout offer for one of the most shortest stock ever. And, at the same time, an increasing investor base...
Even without a deal, we are just where we were after Q2...
Low volume today... It is getting interesting when the shorts realize that there is no way out.
Very likely that there is "quiet stake building" in process in the 350$ range.
If execution of the deal gets clear, shorts are forced to cover. Better sooner than later... Since the price will run up fast as lighting. No one wants to be the last who covers... The squeeze gets more dirty if one or more investors are already hedging via call options.
And there it is: burn...
When Buffet invested in Byd it was far from established, too. Emobility seems to be of big interest for Buffet. He is also invested in a railway comp... In the long term probably in competition with the Semi in one way or the other....