The car was retested and mileage updated to match what Elon had claimed.

Next.

Buddy, you've had two guys come in and confirm literally everything I said about the batteries and you still haven't learned a thing

This is quite fun to have a live one around and see the level of crazy that goes into bull thinking. Why aren't these guys around when Tesla is at lows? It's almost like it's a confidence cult rather than a rational investment thesis.

i think it's honestly the best indicator for the stock. when these people stop believing the lies, this can be over in a week or two. but we're obviously far away from that.

EPA range official 400+ miles buddy. But I'm sure Elon saying mean things about the SEC on twitter is how he got there.

Last I checked you had been reduced to epstein conspiracy posts after the last set of results.

The ultimate goal is cars cheaper than ICE with superior range and similar recharge times. One without the other is incomplete.
Add on greener ,safer, and better performance as a bonus.

Practically, $/kwh is the most important battery stat. Under normal circumstances, a heavier battery should cost more. I’ve yet to see a company that is prepared to solve cell supply costs but is stuck on energy density=>range.

Interesting that you inverted the variables. Where did you learn to go by kwh/$?

Pm me.

Record number of registrations in China.

https://www.bloomberg.com/news/artic...hitting-record

#demand death.

I am not interested in a PR release.

I want to see what you promised:

I don't know about demand death but the last two quarters sales were lower than the two year average. #hyper growth software company

Not that impressive to hit a record when you've just started out.

15,000 out of 1,500,000 cars sold overall. Definitely not a bubble.

1: I said I'd do it when he posted some which he has not.
2. I posted the EPA review who regulates this.
3. If you want to know who regulates the EV markets in europe and elsewhere do a google search.
4. When I post a source like the EPA and it's followed up by "BUT ELON SAYS MEAN THINGS ABOUT THE SEC ON TWITTER" it's really time to just tap out of this as any kind of serious dialogue.

It's incredibly impressive when you have zero demand.

15k cars a month is around the current max capacity Tesla can manufacture in China atm, so they're selling every car they make. #demanddeath.

You actually just make up things to fill the gaps in your reading comprehension. Cool

Just some FOREX Exp making me invert numbers a lot without thinking.

I agree with you one of the key metric is getting enough range. So if you put $ on top, $/range is an important metric.

Range = energy/weight (all else being equal)

I said energy/weight matters because ultimately it's about $/(energy/weight). If not, salt batteries would be in the conversation due to their excellent $/energy ratios. But they are not because their energy/weight ratios are so awful their $/energy advantages are completely overwhelmed.

Musk has managed to create a whole new category of fraud. Here's the NKLA CEO - worth the equivalent of a $100 Tesla stock price before the current 20% AH drop - taking a page out of Musk's fraud book:



It's hilarious seeing the same cult idiot/weirdos as you get in Tesla buying into Nikola for a 20 billion market cap. There's not even a failing business to bounce it off like Musk does - they have absolutely no revenue. Nothing but some promises and nice looking renders of their unproduced trucks. He's going to film himself breaking ground on the factory tomorrow.

Fwiw I'm on the NKLA fraud boat too.

NKLA reminds me of Theranos

Has that tweet been deleted? I can’t find it

Maybe you know more, who knows. I also have dollars invested in the this but whatever. I would be surprised if you are not incorrect here in #1. Your 0% seems a bit on the low side, I would take the plus side of this.

Imo it seems very likely that Tesla have in fact made a proof on concept production line with “next gen battery” depending on definitions. If you read between the lines of lots of patents, statements, acquisitions, imo it seems very likely that Tesla has done a few selected investments, had a few prominent researchers work for them and have made a few specific improvements that together will bring a battery that performs well, is cheap and scales well. My own guess would be:
>320Wh/kg cell level, >1M miles cycle life, <$80/kWh cell and <50% factory footprint. Imo this qualifies as “next level battery”. Would not be surprised at >350Wh/kg and <$80 pack level.

We will see at battery day who was least wrong.

The point is that a carmaker with a 1% market share shouldn't be the most valuable carmaker in the world, especially when it's not making profit (except for creative accounting and heavy subsidies).

If you think Tesla cannot achieve FSD or robo taxis then yes they're very overvalued. If you think they can/will they're undervalued. Current price is what the market thinks of their chances.

I've noticed a number of posters bring up subsidies here in a derogatory way and to me seems like an example of irrational dislike towards Tesla/Elon. If you're a totally dispassionate investor then you should be basing your decisions on the realities of the market, not what you think the market could/should be. One very obvious market reality is that governments around the world are starting to pour money into infrastructure for all things clean energy which can only help companies like Tesla.

You can hate Elon all you want but the chances of these subsidies decreasing in the near future is pretty much zero. China and the EU have some very aggressive plans for clean energy and the proposal from Biden includes 2 trillion into that space.

This is why I called Musk's robotaxi claims one of the greatest frauds of our generation. It's fantastic:

1. Musk has branded himself as a "can do the impossible" inventor.
2. It's a highly technical subject that most people know nothing about
3. Musk has actively bullshitted for years in the press about his autonomous driving, so he's been in the headlines for it already, creating a base of plausibility
4. It's a tail probability argument, which people inherently suck at/overplay

The average mind goes like this: "Well Musk much have at a least a 10% chance of completing autonomous driving by the end of 2019 if he's quite confident he can, and if he does that will be groundbreaking/very valuable, so I should buy the stock just in case". And analysts can play into it to to up their price targets sky high on the robotaxi thesis, further validating the morons who think it's greater than 0% chance.

It's a fantastic fraud, he finally found the ultimate donkey-carrot. He's been playing up/lying about autonomy for years, but as his company was near failure with the stock tanking when he pulled out the big balls-out fraud, claiming he'd have level 5 ready by end of 2019 and 1 million autonomous robotaxis bringing in 10s of billions in profit in 2020. If you're going to lie, lie big I guess. And it worked.
It speaks to the quality of the underlying business if they're burning money like crazy even with subsidies.

They're a long way from zero. Tesla's have already gone to zero in the US (while other automakers still have a lot), putting Tesla at a huge disadvantage as things like the lovely Ford Mustang Electric come out:

The term you’re looking for is energy density.

1. Which company have you invested in?
2. I rounded down to 0%
3. I’d love to hear which acquisitions/investments/prominent researchers you think help tesla in this area. You clearly are hinting at something. (Fyi unlike others on the board I genuinely would like to hear something I don’t know. As of now I disagree with your opinion.)

4. Lithium batteries don’t work like that. You don’t just bring in a few smart guys and poof the price drops 50% with increased production like that.

5. When is your prediction for actual manufacturing of that >350, <80 battery? Without that it’s worthless. There are several non-economically viable lab batteries that crush that energy density.

Bloomberg New Energy Finance has bumped up their projections to get around $100/kwh in 2023. They don’t say explicitly but their projections seem to imply around $75 by 2025.

I personally believe both of those will be earlier, but not from in-house tesla.

Getting meaningfully above 350kwh I believe involves a chemical move away from lithium-nickle,magnesium, cobalt or whatever similar mixtures they’re using now. Many chemical breakthroughs require a totally different assembly line construction. You’re telling me Tesla will have that in-house battery being manufactured at Fremont in 2020?! Wild stuff.

6. Patents without peer reviewed research and a realistic manufacturing plan aren’t worth the e-paper they’re written on.

7. Not sure what you mean by factory footprint.

They obviously are going to say SOMETHING good on battery day that’s not just blatant deception. Odds are it will introduce at a minimum a tesla battery manufacturing line and declare ramp up goals. But anything meaningful in cell breakthroughs - don’t hold your breath imo. Stick with the 1 mil mile battery message (as if that matters)

I disagree - MUSK is doing work and it will be interesting to see how earnings are. I love their cars. The thing drove me from my house to atlantic city - 3.5 hour drive. That tech is better than any other car tech to this date.

I even have some credit put spreads on this stock and keep making them weekly when the IV spikes.
So for i'm 10/10 on them - just picking away .55 per contract weekly. This week i sold 5 that just expired worthless 1300/1295 credit put spread @ .57 - held them for a week LOL. Free $285

Prolly not gonna play earnings, will depend on the premium i get.