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

[lascavarian]

It's not switching to Starlink, it's the same cellular setup that phones already use. Starlink v2 just looks like a high ping cell tower. The satellites would have radio blackout locations they avoid transmitting at.

Agreed, not the StarLink service but the StarLink satellite “cell towers” using cellular frequencies from way up in orbit. Will be interesting if the orbital transmissions are precise enough to avoid small localized terrestrial locations. Seems much easier to use vehicle mapping to indicate no transmit zones for the vehicle transmitters.

 

[Atomsla]

Are you sure you had the same wheels/rims for each car? 19" are 455km range, 20" are 430km.

LR models cost pretty much the same in different european countries, so pricing for rwd model Y is s bit strange.

Ahh thats it, it defaults to 20 inch for some countries, 19 for others.

 

[Usain]

UBS note from the Rob´s video:

Reiterating local 4680 supply by year end is very bullish to me after it seemed things have been moving a bit slower than expected at Austin.

Volume production of 4680 at Berlin by the end of this year?

I'm having a hard time believing that one. I think UBS misunderstood something.

 

[Mengy]

The entire market (including TSLA) just swung upwards in the past few minutes in pre-market, yet I can't find any news to warrant such a move?

 

[Christine69420]

The entire market (including TSLA) just swung upwards in the past few minutes in pre-market, yet I can't find any news to warrant such a move?

The Fed, inflation, interest rates and Jackson Hole probably

Edit: PCE price index for July -0.1% so finally a negative trend?

 

[The Accountant]

Volume production of 4680 at Berlin by the end of this year?

I'm having a hard time believing that one. I think UBS misunderstood something.

The comment from UBS was "up and running by year-end" not "volume production".
Still bullish.

 

[Mengy]

The Fed, inflation, interest rates and Jackson Hole probably

But the news + Powell speech isn't until 10 AM, correct? Unless Wall Street got some insider info we aren't privy to....NAH, that can't be it!!!!

 

[elasalle]

But the news + Powell speech isn't until 10 AM, correct? Unless Wall Street got some insider info we aren't privy to....NAH, that can't be it!!!!

oops ... Speech spooled in the printer bin

 

[Christine69420]

But the news + Powell speech isn't until 10 AM, correct? Unless Wall Street got some insider info we aren't privy to....NAH, that can't be it!!!!

I googled this with fresh inflation numbers:

U.S. Economic Calendar - MarketWatch

 

[The Accountant]

Core PCE out this morning. Came in at 0.1% (month over month) and below the 0.3% forecast.
This is good news. I have read that the Federal Reserve is on record that they prefer PCE over CPI when gauging inflation.
Here is an article explaining why the Fed prefers PCE over CPI: PCE over CPI

 

[ZeApelido]

Jim Chanos is salivating over Tesla's EU Model Y price cut.

Though I wonder if he is even short any signficant amount of money anymore.

https://twitter.com/x/status/1563159955191934978

 

[elasalle]

Jim Chanos is salivating over Tesla's EU Model Y price cut.

Though I wonder if he is even short any signficant amount of money anymore.

https://twitter.com/x/status/1563159955191934978

Welcome back ...
Be careful ... Chanos might ban you too

 

[Ohmster]

The entire market (including TSLA) just swung upwards in the past few minutes in pre-market, yet I can't find any news to warrant such a move?

How’s this for up? Then ‘crashing’.

Snapshots captured two seconds apart.

 

[CitizenKane]

Jim Chanos is salivating over Tesla's EU Model Y price cut.

Though I wonder if he is even short any signficant amount of money anymore.

https://twitter.com/x/status/1563159955191934978

In Sweden, setting the price lower means getting access to a government subsidy, which does not apply to more expensive models. Maybe it is the same in more EU countries.

 

[ZeApelido]

Welcome back ...
Be careful ... Chanos might ban you too

I took an exact 2 week vacation and the stock price barely moved since I left. Queue @Gigapress analysis showing 0.99 correlation between # of my posts and TSLA stock appreciation.

 

[bkp_duke]

I took an exact 2 week vacation and the stock price barely moved since I left. Queue @Gigapress analysis showing 0.99 correlation between # of my posts and TSLA stock appreciation.

You've got some downtime to make up for then. Chop chop.

 

[Singuy]

Jim Chanos is salivating over Tesla's EU Model Y price cut.

Though I wonder if he is even short any signficant amount of money anymore.

https://twitter.com/x/status/1563159955191934978

Chanos is too busy shorting AMC and longing APE to bother.

 

[Singuy]

Powell warns of 'some pain' ahead as the Fed fights to bring down inflation

Fed Chairman Jerome Powell warned that he expects the central bank to continue raising rates in a way that will cause "some pain" to the economy.

www.cnbc.com

 

[30seconds]

From the Barton’s article

Ferragu, for his part, drove a Berlin-made Tesla Model Y when he visited. “The most stunning moment of the day was probably the one I would have expected the least: opening and closing the door of the Model Y I test-drove,” wrote Ferragu. “I did it 20 times in a row and could not believe the quality of the experience.” He drives a Model Y at home.

 

[thesmokingman]

OK, things waking up, someone turned the lights on after JPow.