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

[Maarten]

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P.S. In Wu Wa's video, we get our 1st good look at the coastline South of Lingang (Hangzhou Bay). It's an armoured seawall, with additional surf/break obstacles placed along the shoreline. The Dutch would be proud (if they aren't already involved in the civil engineeering)

Already many years the Chinese have sent their cleverest students (like the top 10 of a province) to Delft University of Technology in order to study here; many of them did civil engineering.
Had my doubts about this, because it also involved other technologically 'sensitive' departments, like space technology. But we have learned from this and the teaching there is restricted now.
But if it leads to what we are seeing constructed now, I can only be happy that they were welcome here.

 

[Artful Dodger]

Already many years the Chinese have sent their cleverest students (like the top 10 of a province) to Delft University of Technology in order to study here; many of them did civil engineering.
Had my doubts about this, because it also involved other technologically 'sensitive' departments, like space technology. But we have learned from this and the teaching there is restricted now.
But if it leads to what we are seeing constructed now, I can only be happy that they were welcome here.

Love it! They learned well. The only thing they're missing is the tulips!

Proost!

 

[2daMoon]

Y'all keep the chatter down in here this morning, okay?

/s

 

[SOULPEDL]

Pre-game infotainment. CyberTruck is a beast! Doors have a double pivot, both axles adjust height, no mirrors so this was an early rev. Also how I got my wife into CyberTruck. It’s all about production! Still too many parts.

 

[TheTalkingMule]

10yr Treasuries absolutely plummeting this morning, yield down to 1.768 at the moment.

 

[woodisgood]

10yr Treasuries absolutely plummeting this morning, yield down to 1.768 at the moment.

So we should be up like 5-10% right?

/s

 

[Swampgator]

GREEN

 

[MP3Mike]

Another Tesla recall: https://static.nhtsa.gov/odi/rcl/2022/RCLRPT-22V104-3620.PDF

Of course it is only for nine vehicles because the side curtain air bag manufacturer included an extra spacer when attaching the inflator.

 

[Nocturnal]

I'm still worried about the macro of course, but I feel pretty comfortable that we will be spared the worst of it (or maybe even benefit) due to what finally seems to be a massive focus on dumping oil. Oil always seems to fund totalitarian, repressive regimes. Russia, Saudi Arabia, Texas...
(I'm joking, please don't get out the pitch forks, I like many things about TX)

 

[ThisStockGood]

GREEN

Nhhaaa

 

[SOULPEDL]

Nhhaaa

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The Red/Green show is what came to mind, but only bc I'm Canadian. (It's how we learned Engineering, secret, shhhh).
I think they moved on to do "Now You Know" on Youtube, building electric lawnmowers etc...

This is Red's take on the Hybrid:

 

[SOULPEDL]

Lucid is on my TD page again. So I was trying to get a count for 2021 deliveries. I CANNOT FIND IT... which is my point. Every google search omits this number. Try it and you'll only find their original goals. I believe 207 were recalled recently. Is that the number?

 

[FEERSUMENDJIN]

Lucid is on my TD page again. So I was trying to get a count for 2021 deliveries. I CANNOT FIND IT... which is my point. Every google search omits this number. Try it and you'll only find their original goals. I believe 207 were recalled recently. Is that the number?

400 in total. 150 to external customers. Yeah so most were to employees.

 

[SOULPEDL]

400 in total. 150 to external customers. Yeah so most were to employees.

Oh that's strange, more were sold to employees? I'm guessing at a discounted otherwise why would so many want one $$$$$. (Edit for grammar: Are there also 250 executives at Lucid?)

 

[thx1139]

Oh that's strange, more were sold to employees? I'm guessing at a discounted otherwise why would so many want one $$$$$. (Edit for grammar: Are there also 250 executives at Lucid?)

Honestly they are beta testers. Ok for Lucid to have test vehicles on the streets.

 

[MP3Mike]

Lucid is on my TD page again. So I was trying to get a count for 2021 deliveries. I CANNOT FIND IT... which is my point. Every google search omits this number. Try it and you'll only find their original goals. I believe 207 were recalled recently. Is that the number?

Try checking the Lucid thread: All discussion of Lucid Motors

Hint: There were only 125 deliveries in 2021.

 

[Drax7]

Tesla stock appears to be the flight to safety stock. Interesting Development
The day is young.

 

[AudubonB]

10yr Treasuries absolutely plummeting this morning, yield down to 1.768 at the moment.

Make up your mind.
Are the 10yrs plummeting, or is their yield?
(Ans: they’re rising strongly, which diminishes the yield. I know you knew that, but others mightn’t).

 

[mrmtb]

Tesla stock appears to be the flight to safety stock. Interesting Development
The day is young.

Can't say I've ever heard anyone say this about TSLA

 

[TheTalkingMule]

Make up your mind.
Are the 10yrs plummeting, or is their yield?
(Ans: they’re rising strongly, which diminishes the yield. I know you knew that, but others mightn’t).

It's these kinds of helpful tips that convinced us you'd be best suited for Alaska!