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Paging @anthonyj Good luck, brother!

STILL no demand: (and they're always will be)

Eternal Sunshine from the Spotprice Megapack...😎

IMO, it's very important to get FSD supervised approved in Europe. This spins up the flywheel of data collection, which primes the pump for full autonomy / Cybercab.

Elon says FSD is ready to expand to left hand drive countries.

Yes, the 160 strike is the last tall call wall. There were over 33,000 contracts open at that strike yesterday. MMs own a couple of U.S. Senators though, so it'll be alright (for them). However, looking at options open interest from yesterday, the Sweet spot might be at the 167.50 strike price...

How does it's cost compare to the price you'd pay for a petrol car?

Over 385,000 puts and calls contracts traded so far today at the $170 strike price.

And yet, Elon tells us that the Optimus / Teslabot business line will be bigger than all other Tesla product lines combined. This includes Tesla Auto, Tesla Energy, and Tesla Network / Autonomy. No wonder Teslackies want to fire him as CEO! 🤷

TSLA shareholders should be flooding the NHTSB with this kind of video. This is how FSD saves lives. But it will never show up in the statistics. It will only show up if we flood the NHTSB with videos. Hint!

There's already over 34 cents per share on the books for 2024 due to energy revenue accrued in 2023: "The margins are even higher! There is a very long tail ($3.8b!) in reserves that will be recognized in future years from Performance Obligations ($1b in the next 12 months alone). From the...

S.R. Hadden? 🛬

Washington water power FTW! How's about $127 a month for a Model 3 lease? Wowzers! That's less than a bus pass! Forget the $25k Model 2, you can get a new Model Y for $23.5k in WA!

Thanks! Can you estimate how much cash Tesla will receive from Drew executing his share options? Is that just the $87 million cost basis? How much payroll tax does Tesla owe for Drew? Cheers!

Don't know, but meat Kevin did.

I think the US equivalent is the poll tax.

Lol, Tesla Economist hasn't posted on X for three whole days...

Not if the stock options which created the shares were exercised after April 15th. Only shares that existed on or before that date have voting rights.

Attention European TSLA shareholders $TSLA I contacted DeGiro to double-check how to cast your vote. IF you are an Tesla European shareholder and your broker is DeGiro: - They can vote for you. It'll cost you €10. - You can send your vote to [email protected] - They'll send you a confirmation when...

This is why dead investors outperform live investors: because dead investors don't read Reuters headlines until after the market closes. 💆

Larry Goldberg writes on X this morning: "I see this and other TSLAQ accounts hysterical over Drew Baglino selling his stock. What nonsense - it's desperation, looking for any possible liferaft from the short squeeze they find themselves in. "Fact is, the Stock Options held by executives have...

SP came right back though. Investors are too smart now to believe anything roto-reuters writes on an options expiry Friday minutes before the market opens. 😂

I just like this image: ⚡(imma call it "Solar Power")

Question: do you think Meat Kevin even knows that you cannot vote shares you didn't own before April 15th, 2024? Or, does he think that you don't know that? Sounds fishy...

FSD saves the Day: Be careful out there folks! (Note that automatic emergency braking EAB is now built into FSD, they are no longer separate since about v12.3.3)

Well I certainly hope not! What I hope for is a reversion to the trendline. 😉

I'm a lumberjack and I'm okay (I tweet all night and I CNBC all day):

FTFY. 🤣

BiggiE inda houzzle! 🇿🇦🇨🇦🇺🇸🌎 He's going to make sure Tesla is prosperous. Very prosperous. This is the opening negotiations for his next CEO compensation package. This should be the show and tell part.

... Yeah they're hunting calls at the $175 strike. There's a huge call wall there, and folks are looking to kick off another Bull run after the bull**** run since New Year's. 🍻

Indeed, FSD should be bundled with Tesla insurance in those jurisdictions in which it is available.

Good, Elon will need the cash to buy his stock options. And pay his income taxes without selling TSLA shares. 🤞

PPI came in hot, market now pricing in only one rate cut for 2024:

Options expiry friday, obvs. 😱

I think it's capex. Model 3 requires a large number of robots to weld the underbody out of stamped sheet metal parts. The alternative is to come up with another mega casting specific to the smaller Model 3 body. They also could have done this in Fremont and Shanghai for the Highland refresh...

Not this one. This is what's called an island reversal. The market did fill a gap which was open since January 24th, 2023 earlier this week. The next outstanding Gap is a very tiny one to early January 2023 at about the $122 level, but that one will probably be ignored as noise. To find the...

Those two photographs were taken at Austin and Berlin by Joe Tegtmeyer and Tobias Lindt. I posted an analysis of the Berlin photo back in February in another thread. It's clear that the undercover car in Berlin was a Model Y body from the front bumper to the rear passenger area, then truncated...

Inventory build during Q1 accounts for about 2 billion dollars of the drop in free cash flow. This is a one-time occurrence due to a number of force majeure events and the ramping of two new products. Capex for AI compute will also be a transient item, albeit a large one, but largely complete by...

And that's a flawed way to look at Tesla's quarterly results. The main reason that free cash flow was down is a temporary inventory build increase due to logistics issues which were entirely force majeure. This was on the order of 2 billion dollars. Add that back in and redo your free cash flow...

Rookie numbers... I'm also 100% TSLA. 😺

The 10-Q is out: https://ir.tesla.com

Lol, shortzes don't just fall for the FUD, they stuff their cheek pouches full of it and run up the trees... while simultaneously missing the forest. 🌳

The Tesla battery cell project was always about two things: Securing sufficient volume for Tesla's needs, and Getting the cost per kilowatt hour down. So far, the project is meeting its goals. As Elon said during the call there will be times of feast and famine in the battery cell future...

I recommend following Alexandra Merz @TeslaBoomerMama on X. She's working on this right now. She may not know who has this information, but by God she'll run them down and beat it out of them. Guaranteed. 💆

LOL, Roto-reuters. Martin Viecha isn't the Chief Financial Officer (CFO) he's VP of Investor Relations. I wonder if the FCC can do anything about these obvious attempts to manipulate the public? Haha, just kidding... Reuters had to reestablish their ability to lie, and besides they're trolling...

Re: Meat Kevin 6 hrs ago be like: DEAR @elonmusk, please just cancel the earnings call. We're good. Thanks. $TSLA. 🚀 ... Shortie Blartfast 🎇

"Autonomobile" - Black Rock CEO Larry fink, CNBC TV, last week. What time is that in St Petersburg? I'm guessing 9:00 p.m. shift change?

Yeah, with our luck you wanted Rob Maurer but we'll get that tourette's bloke with three first names... 🤦

Haha, Cathie Wood pre-Bitcoin. 🤑

Lol, why tag me? Why not at Troy or that Tyrone dude? They're the ones that didn't believe Tesla had installed production capacity over 2.5 million vehicles per year at the end of 2023. It was foolish to believe Tesla didn't have it, and wouldn't use it. FA/FO. DM's now open* for apologies...