Looks interesting, but at only SEER 18, it would be a downgrade.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Here I’m being a fool by thinking that Wall Street won’t recognize Optimus potential earnings for years. I’m looking for FSD to give the stock the next 10x run but I would be pleasantly surprised if Optimus adds to that as well. I’m getting 2019 vibes again and I like it!
2daMoon
Mostly Harmless
I have faith that we'll get through this fog of optimism and rediscover our foundation of despondency once again.
Hope your not a fool because I agree.
OT, but fun fact... I installed 2 A/C units with just a SEER 13 (we needed a scroll motor type with a soft-start for the low surge power requirement of the Powerwalls). When they run for long periods, even a SEER 23 will save nothing. It's the cycling on/off where the lower SEER number (higher efficiency) matters. In Az, the A/C here stays on for hours at a time, so the crazy costs of high SEER almost doesn't make sense at this location. OTOH, it can save energy overall - Spring/Fall perhaps. It's just not what most people think on the efficiency side.
So a SEER 18 isn't terrible and especially fine for Az type climate. I almost put down $100 but my units are still fairly new. (Was only $5K for the 2 systems vs about $12K for SEER 18 - outlet pricing.)
We've had a few good weeks so people are getting back into rally mode.
I'm still skeptical of this year. I don't trust Powell and I fear we might see another rate hike yet, or some unforeseen negative catalyst to plunge the market down again. Economy is still too shaky for me to feel confident in it. To say nothing of Tesla's price cuts, lower margins, and CT line ramp costs.
Bullish on FSD? I mentioned recently how our Tempe Az office posted openings for a couple of new FSD drivers. Maybe not so routine after all, but more of an FSD prep move given the international hiring now - my interpretation anyway.
driveteslacanada.ca
Thinking future... my guess is that the FSD capabilities will release just like they did at first with only some actions fully automated. An example might be it's OK to sleep on the freeways at first. Eventually gets to drive without occupants as a stepping stone to get to Robotaxi service with occupants. The more they take baby steps, the safer the roll-out. If I could just send the car somewhere... TSLA would be game over on the first baby step IMO. And when will we see a Plexiglas FSD kit to box in the driver's seat? Just a picture of one from Tesla could add about 100 to the stock!
Go FSD team!
Tesla publishes nearly a dozen new ADAS Test Operator job postings across Europe
Tesla appears to be getting closer to expanding Full Self-Driving (FSD) Beta outside of North America. The automaker has published nearly a dozen new job postings looking for ADAS (Advanced Driver-Assistance System) Test Operators across [...]
driveteslacanada.ca
Thinking future... my guess is that the FSD capabilities will release just like they did at first with only some actions fully automated. An example might be it's OK to sleep on the freeways at first. Eventually gets to drive without occupants as a stepping stone to get to Robotaxi service with occupants. The more they take baby steps, the safer the roll-out. If I could just send the car somewhere... TSLA would be game over on the first baby step IMO. And when will we see a Plexiglas FSD kit to box in the driver's seat? Just a picture of one from Tesla could add about 100 to the stock!
Go FSD team!
I concur with @Mengy 's wise caution, even if he did interrupt and distract us from the purpose of this heat pump/FSD thread.
Seems I skipped the heat pump discussion. What was that all about again? 
Tesla opening a new sales location in upstate NY...
www.syracuse.com
Tesla to open its first Upstate New York sales showroom in deal with Oneida Indian Nation
Sales and service will be available just off NYS Thruway Exit 34 at Canastota.
www.syracuse.com
I'm positive that they will split the business. That will be a great chance to offload debt and pension liabilities on the old ICE division as well.
As far as commodities, did Apple commoditize the phone market?
All 3/Y now officially listed with full 7500 credit, had only been announced by Tesla so far:
fueleconomy.gov
Federal Tax Credits for Plug-in Electric and Fuel Cell Electric Vehicles Purchased in 2023 or After
Save up to $7,500 on qualifying vehicles!
fueleconomy.gov
Just a bunch of hot air (sorry, couldn’t resist!).Seems I skipped the heat pump discussion. What was that all about again?
Maybe you meant Pb. After all they do make the Hummer EV. I wish I could say this is /s but it actually seems to approach the truth.
2daMoon
Mostly Harmless
Powell like ripples and black swans can happen anytime and will happen because real world.
The good thing is that NOBODY is even remotely close to Tesla. There is only one future. All the rest is clueless and thinks Tesla makes EV cars only. I am fine with that.
Long time holders should not even bother with noticing those small trends.
All 3/Y now officially listed with full 7500 credit, had only been announced by Tesla so far:
View attachment 944402
Federal Tax Credits for Plug-in Electric and Fuel Cell Electric Vehicles Purchased in 2023 or After
Save up to $7,500 on qualifying vehicles!
Which strongly tells the story that one version of CT will be 79K.
New Tesla showroom/ delivery/ service center coming to upstate New York.
Sales tax goes to the Oneida Indian Nation.
h/t Sawyer Merritt
Oneida Indian Nation to Partner with Tesla to Develop the First Tesla Electric Vehicle Showroom in Upstate New York
Sales tax goes to the Oneida Indian Nation.
h/t Sawyer Merritt
Oneida Indian Nation to Partner with Tesla to Develop the First Tesla Electric Vehicle Showroom in Upstate New York
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