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  1. Doit

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

    4% down at this moment, explanation, please?
  2. Doit

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

    I admire that Musk... I support that Musk... I love that... .... in the meantime, I think Musk should... I believe Musk should... I also think Musk should... and I'm not Musk, BTW
  3. Doit

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

    Exactly why. And a certain mod insists you replying to every post you 👎, which is basically a policy of positive feedback loop to trolls. Nice work, mod!
  4. Doit

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

    The only time I had no instant regret after clicking the "Show ignored content" button
  5. Doit

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

    Interesting 🤔 Mar 29, 2024 Apr 17, 2024 So you sold between Mar 29 and Apr 17. During this period, the highest $TSLA price on regular trading hours was $179.22 on Apr. 9. You back?
  6. Doit

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

    2.1 FSD Autonomous driving is much more than just moving butts. Tesla/Elon is fully aware the significance of moving ginormous amount of non-living atoms 24-7. FSD could be OS of moving everything on earth (other than moving things to orbits). How autonomous moving of everything on earth...
  7. Doit

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

    "had done their job very well indeed and were correct" Yes, occasionally. Most of time not well done and with plethora of factual errors, and very often with strongly biased spin and opinions, which I believe is not the job description of journalists. What exactly is an "attack"? Is this reply...
  8. Doit

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

    Except it was in 2018 and a few managers were fired. The disparity between what actually happened with Starlink and makes your cited post's argument invalid and trollish as hell.
  9. Doit

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

    /**Follow the fashion of prefacing: I know close to nothing, pure speculation, some maybe just foolish and ignorant, etc etc **/ Dojo, as a startup (among many internal startups of Tesla), is designed to be a fabless chipmaker + data center + hopefully cloud computing. The only thing Dojo won't...
  10. Doit

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

    Assume a genuine "why" 1. 2.5m was a long time ago 2. He also said 1,000 other things. Some very good, some OK, some not so much, a few outlandish, per your timely reminder. 3. Is this how you hoped him well? Won't engage any further. Sorry but I need to drink some bleach to clean up.
  11. Doit

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

    This is unnecessary and disagreeable. @Artful Dodger was very active and helpful from reactions to his numerous posts. I wish he's sound and well.
  12. Doit

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

    This rant is uncalled for. I believe Sandy Munro has seen more cybertrucks and is able to look much deeper and closer in term of build quality and he seems concluding that Cybertruck is much better than previous models and Tesla is doing a better job than anybody else could be. While Munro is...
  13. Doit

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

    Chuck starts sounding like Omar... and that's a good sign. Look forward to watching San Francisco stress test from this youtuber: https://www.youtube.com/@teslaus5675/videos
  14. Doit

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

    I surely hope so. The raw miles driven by Tesla is in the billions of miles per year. But now I doubt how those miles can actually transfer into an advantage which no other automakers/self-driving companies can match, the advantage perceived and touted by Tesla community. The reason...
  15. Doit

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

    Up to 40,000 EVs over 5 years is comical considering India's >1.4 billion population. Tesla sold somewhere 500,000 last year in China (quick googling shows either 603k or 456k). No doubt India consumers have less overall purchasing power, but less than 10% in five years than what's sold in China...
  16. Doit

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

    No. No. Didn't say that and didn't mean that. Exactly, to some extent. We do know many things to some extent, such as: Tesla will produce much more EVs in 5 years, but not so sure about Lucid and Rivian, as both could be bankrupt. A certain Gordon Johnson and his deer make plausibly very...
  17. Doit

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

    You made a bunch of assumptions, some of them may very well turn out to be true, others not so much. I do have my opinion about how much value of such mental exercises have, but it's irrelevant to this thread and I'll just keep it to myself. assumptions assumption; and what year? assumption...
  18. Doit

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

    I watched part of this 1+ hour long video. Oh boy, this seems the reverse-Omar: this Singaporean?/taiwanese? lady presented the worst moment of FSD from seemingly all the crappiest SF roads. But she's quite brave and objective. The day her stress test passes like or better than human is probably...
  19. Doit

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

    Here we go As of Feb. 29. 2024, Tesla Supercharger network: 27,000+ stalls for Teslas 15,000+ for NACS 500+ stalls for other EVs 500+ stalls is the gateway drug for the dangling carrot of 15,000 NACS. It will simultaneously attract more people to Tesla and suppress their appetite for...
  20. Doit

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

    I spent ~10 seconds looking at the article: according to the xxx employees familiar with... ...declined to comment ...according to two people familiar with the talks Sounds familiar? Gell-Mann Amnesia, anyone?
  21. Doit

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

    Sorry, but Apple car is real and the day Apple car announced is the day Tesla goes under.
  22. Doit

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

    Same website also says "...allows Prufrock to begin tunneling within 48 hours of arrival onsite." Joe first spotted Boring tunnel liners in last mid-December, then approximately two weeks ago many boring machine sections (all of them?) were delivered. From Joe's video, it takes a long time to...
  23. Doit

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

    Here you go: The Coming Collapse of China Rated 4.2 of 5 with more 1,000 ratings on Amazon. Go to read it! Don't tell anyone it was published in 2001 ;)
  24. Doit

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

    Redwood Materials @RedwoodMat Cybertruck hauling 10,000 lbs of recycled nickel and lithium products from our NV Battery Materials Campus
  25. Doit

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

    @elonmusk Going for a walk with Optimus If I'm not mistaken, Optimus has flat, rigid "soles". The mobility and flexibility Seem too constrained. What if Optimus foot evolves into more human like, such as with functioning heal, ball, and toes.
  26. Doit

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

    Yes, culture plays an important, if not a major role here. Before Giga Shanghai groundbreaking in 2018, I anticipated and tried to explain why equal or even better quality of China made Teslas is most likely. TSLA Market Action: 2018 Investor Roundtable
  27. Doit

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

    Wow! That’s almost certain bot’s leg. Could mean A LOT (or just trolling)
  28. Doit

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

    strategic leak of Cybertruck range Could be 9 of 10 bars for 265 miles --> ~300miles; or 9 of 11 bars, ~330 miles, similar to Model Y long range. And somebody does have a fetish for level 11
  29. Doit

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

    Sounds familiar Nov 18, 2020 Turned out to be Verizon and Chevron: Financial Time: Berkshire reveals confidential bets on Verizon and Chevron
  30. Doit

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

    No, that links to something of 2022:
  31. Doit

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

    (in Jeopardy! style) What is confirmation bias?
  32. Doit

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

    I admire a guy who is only two months shy of being a centenarian and yet is still able talking sugar and making it believable to so many people. My aspiration goal is lucid enough to order tendies in drive-thru when I'm 100.
  33. Doit

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

    The audio feed on X is far better (except CFO's still awful) and no blank in the beginning at least: I looked at it soon after end of the call, so above feed was live and original.
  34. Doit

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

    Zach's LinkedIn post about stepping down: Seems the departure is amicable and comments are overwhelmingly positive (toward Zach).
  35. Doit

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

    This account 🖕Optimus @TeslaAIBot is not Tesla affiliated, despite its "Boi" stating "The Official Account of Tesla AI Bot" The "official" account is Tesla Optimus @Tesla_Optimus
  36. Doit

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

    Interesting pick. Brandon Ehrhart: 20+ years at DISH Network/EchoStar before joining Tesla, pretty much his whole career (LinkedIn) Could be handpicked by Elon, given the history of Dish Network vs SpaceX/Starlink legal tussles going back at least 2016 (SpaceNews: Dish Network battles OneWeb...
  37. Doit

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

    That GM logo Elon joke aside, the lowercase "g" is strikingly similar to a gas nozzle, either intentionally or subconsciously appealing to their designers and executives who approved it, despite their stated brand identity as a drive to increase adoption of electric vehicles. Intentionally, it...
  38. Doit

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

    Nice analysis as usual. But I can only grin like a simpleton as who I am and say: this Trojan guy is pure FUD Then $420.69/3= $140.23 is tantalizingly close
  39. Doit

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

    Worm Capital, whose report on Tesla was shared here previously, has the following comment on their Sep. 2022 Q&A with Arne Alsin and Eric Markowitz: Q: I’d be interested to hear Arne’s view on the biggest risks to his Tesla view. A: ... If you turn on CNBC, which I do not recommend by the...
  40. Doit

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

    Sorry, guys. Got to post something OT to lighten everyone up. :p Very much like employees from Giga Shanghai. 30 -50 people? 9000 ton Giga Press parts showing up in Giga Texas, according to Joe Tegmeyer: PepsiCo says 100 Tesla semis in 2023:
  41. Doit

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

    Didn't read the article, but "they went from one extreme to the other so quickly without any steps in-between" is simply not true at all if that's what you get from reading it. For one, Wuwa (the OG of Tesla drone videographing) indicates Shanghai is tightening, instead of loosening.
  42. Doit

    Elon & Twitter

    Install Bypass paywalls Clean extension on Firefox; also works on Chrome, but it needs manual installation by downloading from gibhub first It works like a charm on both Firefox and Chrome credits goes to @9837264723849
  43. Doit

    Elon & Twitter

    So Peter Clowes was a senior software engineer who was the last one to go in his "org" As as a senior engineer, he cited a "wired report" to either verify or obtain info about having adult content as a core component and he believes that is not only possible, but probable, as he lists that...
  44. Doit

    Elon & Twitter

  45. Doit

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

    Another boring day of $TSLA being smacked down, but this should cheer everybody up from another beloved wall street analyst Gene Munster: Apparently, RJ Scaringe, Doug Field, Jeff Bezos, Peter Rawlinson are out, according to Mr. Munster. But, you sure you didn't leave someone out, such as...