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  1. GatorMeat

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

    Musk has already claimed that 12.3 is mind-blowing and interventions are rare. So we are already at a very high mile per intervention rate and it will now 5x - 10x.
  2. GatorMeat

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

    Elon is not the hardest working CEO- he holds multiple jobs and he has been ignoring his role at Tesla. Elon already cashed out $40B, 1,000x more than he put in, more that Tesla total profits to date, and he still holds 13%. Many shares came from his previous comp plan. No other Mag7 founder...
  3. GatorMeat

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

    someone needs to write this up in a more concise and easily digested format for all the medias to pick up and push out to the ignorant masses. My neighborhood is full of inefficient, over-priced 'hybrids' (what an awful name when it's more a battery assisted, ICE dominant system, not 'hybrid')
  4. GatorMeat

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

    It was a 10-year contract. We are six years in. Does Tesla still meet the market cap, revenue, and income metrics? Did we know at the time of the contract that Elon would sell out 1,000x what he put in and crash the stock, while saying repeatedly he would be the 'last one out'? Did Elon tell us...
  5. GatorMeat

    Near-future quarterly financial projections

    Is it true that turning the steering wheel while stationary wears the steering and suspension more than if the car was traveling at 5MPH? What about 50MPH
  6. GatorMeat

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

    Elon also claimed on the latest earnings call that licensing FSD to other OEMs was a simple process. So which Elon to believe?
  7. GatorMeat

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

    This makes absolutely no sense to shelf a new high volume model right before production when you have lots of spare existing capacity. Austin Model Y night shift was canceled to retool the line for the new model. Berlin production has also been throttled. Read the tea leaves
  8. GatorMeat

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

    According to Cliff, advertising and PR need only be done via Twitter via the same account that shitposts all kinds of other crazy
  9. GatorMeat

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

    As a developer/builder, I define 'started' as breaking ground, as in permit in permit box on site, contractor hired, all ducks in a row and physically moving dirt and starting actual physical building. As does the whole construction/development profession. 'Started' doesn't mean, 'planing'...
  10. GatorMeat

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

    Do you know for a fact that this is a 4% rate buy down for all? It's advertised at .99% for well qualified buyers. You think they are also buying down the rates for all buyers?
  11. GatorMeat

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

    Elon is not good at PR. Since his recent post Covid heel turn: Tesla and Elon approval ratings have fallen off a cliff. Half the country hates him, the political right wing he amplifies want to destroy his business, former fans hate him and the majority believe all the FUD about EVs, even when...
  12. GatorMeat

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

    Only like 3% of the population uses Twitter regularly and even sees his Tweets. Elon is also horrible at Personal and Public Relations
  13. GatorMeat

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

    The topic is that Elon lies about progress of his companies. If there was a tunnel STARTED from NY to DC you can damn sure bet an Elon fanboi would be there from day one of staging to start a YouTube channel. Where is it? I haven't found any proof.
  14. GatorMeat

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

    Locating and negotiating with site owners would also be better left up to third party pros. Commercial real estate brokerages who already have relationships and knowledge of all the potential sites would handle this task much more effectively
  15. GatorMeat

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

    "Already started DC to NY" So where is it if it's already started? That is a lie, not an optimistic statement
  16. GatorMeat

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

    It's very similar to the crowds at Trump rallies. It's a social event for morons.
  17. GatorMeat

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

    50k in transit was obviously BS that was thrown out there for Tesla PR (youtubers and twitter fanbois). They already had 96k in inventory going into last Q and inventory piled up at every delivery center.
  18. GatorMeat

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

    BP and other oil companies don't develop/operate gas stations. These are all 3rd party developers and owner/operators. Gas station owners aren't going to start developing strip malls. Two different businesses. Strip malls already have SuC
  19. GatorMeat

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

    I guess the other 499 companies in the S&P500 are morons for having a PR Deparment?
  20. GatorMeat

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

    But this is what Trump promised the oil execs at Mar-a-lago he would do to Austin and Fremont if they gave him billions each to get elected.
  21. GatorMeat

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

    So when will Tesla PowerWall adjust it's price to $1,350?
  22. GatorMeat

    Did I Just Get Unlucky?

    I don't think it matters where it's built. US Autoworkers are low-skill workers and don't care about craftsmanship. If you care about craftsmanship, you are stuck buying a Lexus/Toyota built in Japan
  23. GatorMeat

    I am frankly shocked by how stunningly ugly the Cybertruck is

    Except Elon didn't design it. The design was developed and revealed to Elon
  24. GatorMeat

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

    Not a surprise. This is always how US politics has worked. It started with rules and regulations to help the plantation owners get rich by exploiting the land and people. Nothing has changed.
  25. GatorMeat

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

    The stock is broken and down over 50% from it's ATH. Lots of long time investors have left the stock. Why would a forum of ultra-bulls still thrive in this environment? They have sold off their holdings and left. Most rational ultra-bulls of the past have sobered up and if they are still in the...
  26. GatorMeat

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

    Advertising is also about targeting your potential buyers, especially in the digital age where results are more easily measured. Kardashians sell makeup and skims to young women that don't see they are idolizing a *hore. I really wish Kim K would just stop posting with her Cybertruck because it...
  27. GatorMeat

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

    I didn't see anything in his post about leaving over the SuC team. It talked about all the layoffs of good people that has destroyed morale and will be detrimental to the long term future of the company. Why the hell does every other response on Linked In have He/Him, She/Her. I will refer to...
  28. GatorMeat

    Servicing front brake callipers

    Just go to a local shop or request mobile service. I wouldn't DIY my brakes if I didn't know what I was doing (that's you). DIY is for peasants working low paid hourly jobs that cannot afford Tesla's and drive used beaters
  29. GatorMeat

    parallel universe: assume $ is not an issue (gas, payments, etc.), would you still insist driving MX/MXP SUV over say BMW X7 SUV 100% fully optioned ?

    I wouldn't go back to an ICE car for any reason. The ICE drivetrain is slow, loud, jerky, it smells, and pumping gas sucks, it's dirty, it stinks, gas stations are disgusting. EV's are worth a premium
  30. GatorMeat

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

    I don't see how Kardashian photo shoots drive sales. How many of her stupid followers can buy $100k trucks?
  31. GatorMeat

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

    That's why I don't sell. I just think Elon 100% mismanaged the last few years and didn't care about shareholders
  32. GatorMeat

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

    That's why I don't sell. I'm more mad at myself for not seeing through the BS Elon talks and diversifying when he and Kimbal took action and sold out and when I was witnessing FSD not really progressing. To sell now would be foolish, but I'm still sour about the last couple years Elon spent with...
  33. GatorMeat

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

    Stock since 2021 is down 50% Profit, revenue, sales are all faltered or down. 50% growth rate ended up being a lie and the CFO left bc he knew it and didn't want to continue pushing the lie
  34. GatorMeat

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

    I doubled my investment bc Elon kept pumping 'FSD by year-end' and he said at the shareholder meeting it 'was the best time to be a shareholder'. Days later he and Kimbal starting selling billions and the stock is down by half ever since.
  35. GatorMeat

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

    Your reply is exactly what he's pointing to. If you aren't a 110% uber bull with rose colored glasses you are labeled a troll and run out with crazy conspiracy theories of FUD, etc. It's just the opposite of TSLAQ and the uber bulls don't even see their behavior is just the other side of the...
  36. GatorMeat

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

    who cares if it was planned six months ago. Why is she always selling? Further, why does she deserve tens and hundreds of millions to do nothing but sit and eat?
  37. GatorMeat

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

    Seems like John prefers Caresoft also, or Sandy has lost credibility in the industry bc he seems to have gone full Tesla inflluencer mode
  38. GatorMeat

    How does one drive the car when the screen dies and you have no stalks?

    I broke a headlight stalk in my mom's '85 Audi when I was a new driver. Superglue didn't work.
  39. GatorMeat

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

    It has simply followed the dumpster fire that it's lord and leader Elon has become
  40. GatorMeat

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

    How do Tesla employees feel about Elon working mostly at Twitter when they have to spend 100% of their waking hours at Tesla?
  41. GatorMeat

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

    So what is the mission now? 'Twitter Influencer' Elon isn't frivolous? Leaders lead by example. How is it OK for Elon to require 80 hrs/wk when he's been AWOL the last 18 months at Twitter playing freedom fighting right-wing influencer?
  42. GatorMeat

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

    [/MEDIA] So why isn't Tesla running robotaxis with the same conditions? I find Elon's comment that 'interventions are so rare' to be disingenuous. He obviously isn't seeing my car's data, and it sounds like he gets his data from watching the choir preach on X
  43. GatorMeat

    How and when is the Tesla-brand service worth it? Do outside services affect the warranty?

    Discount Tire won't do free rotations on new cars. It's only if you bought the tires from them. And there isn't really any other maintenance to do.
  44. GatorMeat

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

    I thought Elon confirmed in the recent past that FSD doesn't leave lanes to avoid accidents
  45. GatorMeat

    Wiki Selling TSLA Options - Be the House

    Elon was on a Twitter spaces saying he wouldn't sell for 18months, maybe 24 months. I think it was about a year ago. Anyone remember the specifics so we can front run the next Elon led selloff?
  46. GatorMeat

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

    Do you feel all this attention on the Cybertruck is from potential EV buyers, or is it just mostly curious people?
  47. GatorMeat

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

    In my experience you can travel anywhere, but the charging problems arise when you are staying in a town for days/weeks without charging nearby. Since every town in america has the same damn stores/restaurants maybe more corporate deals for level 2 charging and 72kW SuC would help? SuC are too...
  48. GatorMeat

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

    Does anyone have an example of what the terms of these leases look like? Are companies like Buc-ee's and Target being paid to host SuC? What % of SuC are free vs paid? Why wouldn't SuC hosts need to be paid? I wasn't aware Tesla was paying rent until I heard a commercial real estate investor on...
  49. GatorMeat

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

    From looking at permits, the plans and permits are submitted by local/regional engineers, the installation is done by local/regional contractors, and Tesla employees only build and ship the hardware. The SuC team also has been picking poor locations in areas/parking lots that most Tesla owners...