Semi reveal is at SpaceX?Why not use the sleeper cab on the Tesla semi?
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Semi reveal is at SpaceX?Why not use the sleeper cab on the Tesla semi?
It's fantastic news, the market expects 2000 model 3s delivered for all of 2017. Only you apparently did not hear the rumor that Elon tends to set outrageous goals for his teams. I have already explained how early delays are not linear due to exponential ramp, but I'd guess they are 3-4 weeks behind. There's is also an amazingly positive nugget in that article which supports my exponential ramp model of you are smart enough to read. They clearly state that orders for 10,000 parts per week may be delayed from March to may or June. Who had Tesla manufacturing 10000/w in July?
last we knew they sold 200 cars... and now we've got this:
Tesla cuts Model 3 part orders to Taiwan supplier Hota: report
who told you they're a couple months behind?... someone on this board?... who heard it from someone on this board?... who "ran some numbers" that they got from someone on this board?
A) "a few weeks from March" is not May or June... that's 4 to 8 weeks... and considering it's October, that estimate is a 100% WAG
B) Do you realize how much this board would be crawling over themselves in tears of joy if this article said "Tesla RAISES it's units/week in December to 7000/wk"?
and when they drop it you're like... "meh... a couple weeks behind... nothing to see here folks"
"Hota shares were down 7.6 percent at 0530 GMT"
1536:Taiwan Stock Quote - Hota Industrial Manufacturing Co Ltd
Let me guess... you think this is good news for Tesla, right?
Actually, it still sounds too good to me. Just like 100k-200k in second half of 2017 did last year.
Or 20k in Dec sounded just few months back. How long before the 0 is dropped?
If Tesla couldn't see the huge "bottlenecks" coming their way till it got run over, how can we feel confident Tesla sees everything till next May or June?
Those seat excuses seem pure FUD. We all saw Tesla delivering production cars in July. How could the cars be in production when parts didn't meet specs? They were all simulated to reach the RC status logn ago, were they not?
Now we have Reuters reporting on this. Part maker Hota dropped 9%. Where will TSLA go tomorrow?
Tesla cuts Model 3 part orders to Taiwan supplier Hota: report
Here is a simple question. This supplier makes axles and gears. How many axles and gear parts are in a M3? Do 3000 parts equal 3000 cars, or fewer cars?
It's funny watching Elon catchup on fear of AI takeover. That concept was well debated on the internet over 10 years ago, and for the .01% of us that were paying attention then he looks like a johnny-come-lately pushing old cliches and getting crazy attention for illegitimate reasons. The mistakes of Elon are rather in front of you. The buyout of solarcity was one of the dumbest things I have ever witnessed. I'm a big fan of Netflix and have been invested for 15 years and I wish to god they'd fire Elon and hire Reed at this point.
I wouldn't be at all surprised if Elon decided to leave CEO and sit as some strategic advisor role. If I were him, I'd not give two shits about all the effort and pain of a car company when I have complete freedom to explore far more interesting enterprises.The sooner he leaves the better. We need a good manager to replace him.
The money can come back now.Yeah, probably because of US market up methinks. Amazon almost 8% up after earnings.
So, the original article in Chinese has some very interesting information. Apparently the 5k/week level was set for October. Temporary adjustment to 3k/wk in December. Going to 10k/wk in late Q2 2018. Says something about supplier problems.
Can someone with Chinese language skills provide a better translation?
View attachment 256438
Exactly. Today is going to be a good day. Probably some nonsense to deal with at the gate and pre market but hang on to your hat.
This premarket head fake is hilarious.
Every single post on this forum from AcesDealt has been in this thread, enough said.In the last couple of hours: sell-side analyst downgrade, Reuters article, parts rumor, widespread negative sentiment from commenters on Seeking Alpha, and all of this FUD:
This is what a bottom looks like.
Ford just posted another quarter w/ billions in profit... Tesla is about to post another quarter of hundreds of millions in losses... the reason why this stock is so high is because the M3 is supposed to be the "second coming"... and it's late... bottlenecked... and now they're ramping down future vendor orders...With another threatening red day to go along with the others from the last week plus all of the negative news lately, I do not fear the ER next week. I have a very hard time seeing this ER being negative relative to what is known now. I don't believe it will cause a further drop next week. TSLA at ~ $320 is a great price for the coming year.
2018 will be drastically less than stellar.
$320 is bullshit for this stock at this point.
Blackberry posted record revenue and profit after the iPhone launched. Things unraveled after that.
10k/week in mid-2018 is a dramatically more stellar target than expected.
Well, I may be the biggest idiot in the world but I just backed up the truck. I see the news as positive and I think there will be a strong reversal today. Do your own due diligence / not advice, etc.
and now they're ramping down future vendor orders...
Blackberry posted record revenue and profit after the iPhone launched. Things unraveled after that.
10k/week in mid-2018 is a dramatically more stellar target than expected.