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  1. T

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

    And there are probably too many Superchargers near me. All of the red circles on this map are within 80 miles of my house. (I didn't even include the hundreds of Superchargers in the NYC area). Perhaps Elon thinks a new Supercharger team will be more efficient.
  2. T

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

    Not just lower cost, people around the world want a smaller Tesla.
  3. T

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

    It's in the manual... https://www.tesla.com/ownersmanual/modely/en_eu/GUID-E004FAB7-1C71-448F-9492-CACF301304D2.html#:~:text=Although%20you%20can%20use%20the,one%20vehicle%20at%20a%20time.
  4. T

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

    Source please? I don't believe those numbers.
  5. T

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

    Good news for American travelers... another hotel chain adding Tesla chargers... https://www.teslarati.com/tesla-universal-wall-connectors-choice-hotels/
  6. T

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

    He means in China. The refreshed Model 3 has been available there for a few months.
  7. T

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

    We rented this Model S from Turo last May for the 405-mile range, to drive from Vegas to 3 of the Utah national parks. We stayed at 2 hotels with destination chargers, so we had no range anxiety driving through the desert. Here we are at Capitol Reef...
  8. T

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

    It depends on the particular ESG fund. I hold some ESGV, which is a Vanguard fund indexed to the FTSE US All Cap Choice Index. TSLA is its 7th biggest holding.
  9. T

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

    Same in NY... this one is in Brooklyn...
  10. T

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

    You are correct. The law changed Jan 1, 2024.
  11. T

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

    Cybertruck spotted in Upstate NY (screen shot from FB)...
  12. T

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

    I disagree with this. I don't believe Tesla is done ramping Model Y production in Berlin or Texas. "Labor issues" will not stop growth in Berlin for an entire year. CT ramp and small car design will not stop Model Y growth in Texas.
  13. T

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

    It looks like they changed the wording since that Electrek story. Now it says "All new Model Y vehicles currently qualify for a federal tax credit for eligible buyers. Take delivery by Dec 31 for full $7,500 tax credit".
  14. T

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

    That's for the whole year through September, not just the 3rd quarter. "But through the first nine months of 2023, a surprising rival took second. The Tesla Model Y narrowly won the silver."
  15. T

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

    There is one coming to upstate New York soon. Tesla is currently allowed only 5 sales locations in NYS, and they are all in the NYC area. "Oneida Indian Nation to Partner with Tesla to Develop the First Tesla Electric Vehicle Showroom in Upstate New York"...
  16. T

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

    You can bring anyone as your "plus one"...
  17. T

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

    My Model 3 purchased 3 weeks ago only came with 30 days free Premium Connectivity. I already renewed for the first year for $100.
  18. T

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

    When I click this link I see them in the app... https://shop.tesla.com/product/8V6UDET9AWB5FJKHO1P3
  19. T

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

    I just got the buy signal on my phone. (US only) Edit: Maybe it was just this... https://www.nbcnews.com/tech/tech-news/national-emergency-alert-test-cell-phone-wednesday-text-rcna118468
  20. T

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

    FYI I got my share of Elon's $40M fine in the mail yesterday also. Mine was only about 6 shares worth.
  21. T

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

    My inventory Model 3 had a $2400 "price adjustment". That plus FSD transfer plus $7500 tax credit plus keeping stalks pulled my sale forward, instead of waiting for the Highland refresh.
  22. T

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

    I traded in my 2018 Model 3 for a 2023, to take advantage of the FSD transfer and $7500 tax credit, and picked up the new car today at Mt Kisco NY. It was very busy there. I originally chose an "inventory" car supposedly on its way to Mt Kisco last Tuesday the 19th, but a sales advisor called...
  23. T

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

    You have that math backwards. His $10 downside target in 2019 is 66 cents today ($10 ÷ 15).
  24. T

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

    Isn't Max Pain based on options, which don't trade pre-market?
  25. T

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

    FYI ETrade/Morgan Stanley's explanation of my margin call (market movement and the high concentration of TSLA in my account) was not satisfactory. I see now the actual explanation was Morgan Stanley was loading up on TSLA before the upgrade last night by Morgan Stanley. Edit: My margin call is...
  26. T

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

    Morgan Stanley? They completed their takeover of ETrade over the weekend, and I got a margin call this morning. I had plenty of available margin yesterday. Did this happen to anyone else? I have messaged "ETrade from Morgan Stanley" for an explanation.
  27. T

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

    Exactly. All this talk of battery replacement cost is just anti-ev FUD. People here should know better. I have a 2018 Model 3. The battery has an 8-year warranty. If it needed to be replaced it would cost me $0. It is at about 99% of the range when I bought it 5+ years ago (310 then, 305-308...
  28. T

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

    The supervisor said that. Later on (~4:30) the manager guy says "0-80% in 45 minutes".
  29. T

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

    The cause of the fire on the Fremantle Highway is still unknown. This article includes several examples of car carrier fires that started in ICE vehicles... https://gcaptain.com/a-brief-look-back-at-recent-car-carrier-fires/
  30. T

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

    I got that email from Tesla also. To clarify, it is for solar panels, not solar roof. You can tell by the picture...
  31. T

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

    @Featsbeyond50 is probably thinking of this quote from the annual shareholders meeting in May, not the Q2 earnings call... "There will be a S-curve production. So it will be slow at first, and then ramping up. I guess we will see what the demand is but we are likely to make 250,000 a year –...
  32. T

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

    https://electrek.co/2023/07/05/tesla-electric-customers-report-making-150-day/ "Tesla Electric customers in Texas are reporting making as much as $150 a day during the heat waves as Tesla’s virtual power plant is coming together with over 6MW of power."
  33. T

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

    Just to clarify, the new free color option "Midnight Silver" is gray, not silver. I have a "Silver Metallic" 2018 Model 3, which is silver. Tesla does not offer that color anymore.
  34. T

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

    https://www.reuters.com/business/autos-transportation/volvo-evs-now-have-access-tesla-superchargers-2023-06-27/?fbclid=IwAR1VVi3sGchJ01QPEwOUuhInMWO1zT_JZcbIfAlrPEikfFHyiLtSUF7gEnU#:~:text=June%2027%20(Reuters)%20%2D%20Swedish,United%20States%2C%20Canada%20and%20Mexico
  35. T

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

    We just stopped at the Superchargers with Magic Dock in Verona NY. There are 12 Superchargers. There was one other Tesla there and no other cars. There is definitely plenty of room for more utilization in Upstate NY. (This is the site where the Tesla sales center will be opening at Turning...
  36. T

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

    From Fred at Electrek... ... Tesla’s battery system has been chosen for another large 200 MWh energy storage system for Eneco in Belgium... https://electrek.co/2023/06/07/tesla-secures-another-large-megapack-project/
  37. T

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

    Tesla opening a new sales location in upstate NY... https://www.syracuse.com/news/2023/06/tesla-to-open-its-first-upstate-new-york-sales-showroom-in-deal-with-oneida-indian-nation.html
  38. T

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

    The original post by @Papafox said BlackRock asked his friend to write covered calls. Therefore BlackRock wanted to buy calls from the friend... a bullish bet. (Yes, this implies that the friend is holding tens of millions of dollars of TSLA).
  39. T

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

    FYI not all ESG is created equal. That is specifically S&P Global Ratings. I hold some ESGV, a Vanguard index fund. It tracks the FTSE US All Cap Choice Index. TSLA is their #8 holding and they do not hold tobacco companies. Top 10 holdings:
  40. T

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

    ETrade (Morgan Stanley) says consensus is $0.85 right now, 3:57 PM EST.
  41. T

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

    Just to be clear, this is when you told us all we should be selling on January 5th with the SP at ~$110.
  42. T

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

    That bearish post (your own) that you quoted was from January 5th, when TSLA closed at $110. Good timing. :rolleyes: Is today's post another buy signal?
  43. T

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

    No post that includes the phrases "silly masks" and "experimental injections" should be a post of merit.
  44. T

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

    Thanks for clarifying I was talking about QOQ. However, I disagree that the drop has anything to do with electricity prices or interest rates. Those factors are not unique to the UK. I believe it is mainly a production/logistics issue getting the vehicles from China to the UK, along with some...
  45. T

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

    Thanks, but my question, and the post I was responding to, were about QOQ deliveries in the UK. Your response is about YOY. Q1 2023 13,355 Q4 2022 22,404 In the post I responded to, @Todd Burch estimated 4,203 for Q1 2023. He obviously underestimated March deliveries; it seems like the wave...