Really? Notwithstanding China, where will the additional U.S. & ROW production come from, more tents in Fremont? Any more jokes for today?
Q3 deliveries (97K) versus Q2 (95K), YTD 255K, hardly exemplifies a "growth company", a long way to achieve a 2019 guidance of 400K.

 

TSLA is a very different company than both WeWork and Uber. Elon keep trying to pivot TSLA as all sorts of different 'kind' of company, but at the end of the day, after everything, it's still a car company and that's it. Car industries is very capital intensive and the profit margin are not that great. There is no reasonable projection to see it worth what is is right now even after factoring all future possibilities. Tesla is here to stay, it won't go belly up, eventually the stock price will come back down to match reality though, and perhaps settle down on say a 10-15 P/E. Elon had always wanted to push it as a tech company and wanted the valuation like a tech company, it is sort of like that right now but the problem is Tesla isn't one. Nor is it a ride sharing company like Uber. It is just a car company, with more vertical integration. Tesla's growth the last few years was when they have the virtual monopoly in the market, going ahead that monopoly is gone and we shall see if it can switch gear and stay ahead, if they can, there is at least some form of valid argument to support a certain level of stock price, but that's hopes and dreams.

Uber's business model requires very little capital if at all, and there are many more cities for them to expand to. But still, it is perhaps 1/3 over priced right now even factoring future growth.

WeWork, let's just say we come back to it next year, IF it's still around.

 

FIFY

 

Nah, it'll be "feature complete" by the end of the year.

You just need to keep changing the definition of "complete" and the list of "features".

 

So? You don't even know how the market works and the reason why those "analysts" could at best earn a salary instead of be a profitable investors themselves from those "technical" garbages? At this very moment half of all investors on the planet have reasons to believe the stock is worth $300 or more and the other half believe it should worth $300 or less. You can have all your reasons to believe whatever you want to believe but the market has its own magic way to determine value of a company.

 

The storage business has MASSIVE upside. I am much less convinced by the solar piece. They should use the ex-Solar City factory in Rochester for something else - like maybe Semi trucks. They are already building their Supercharger equipment there.

That was pretty cool too. I think the Pickup could outsell Model Y.

 

Feature complete.

https://en.wikipedia.org/wiki/Feature_complete

 

"Feature complete" - maybe yes. "Bug-free"? Certainly not.

I'm still on the fence whether to upgrade my EAP to FSD - before the price goes up. The techie in me says "yes". At worst, I'll get the new neural net hardware (20x faster than what I have now). As the software starts taking advantage of it, even existing features should get better.

 

Still no idea what Elon has in mind for the pickup. If done right electric pickups could spell the end of Ford and GM. Although I kind of think he wants to create a new market instead of to replace traditional pickups. We'll find out soon.

 

I wonder what are long investors hoping for. If the product lacks quality control (car and solar) do you expect the leadership to be superb in long term? Their best case scenario is to become another GM unless there is some change in management.

Great at financial engineering (did you look at the underlyings?). Horrible at mechanical engineering. Good luck you all.

First day with the car! First day with a loaner.

Tesla Model 3: Comprehensive Buyer's Guide To Known Issues, Problems

Walmart Sues Tesla Over Solar Cells That Allegedly Sparked Fires

 

Why going all defensive? You are like defending Tesla at all cost.

I don't have a position on TSLA one way or another. Stop trading it since the stock price went psycho a long time ago. (BTW, stock market is how I made my money in order to afford all the toys I have )

Actually can I ask you do YOU know how stock market works? If you do, then you will realized WHY the shorts are circling TSLA and not someone else.

BTW, 'analysts' are easily bought, wine and dine them and they will say whatever you want them to say. Ask me how I know

Literally all of Tesla's debt are tied to it's stock price, so are Elon's personal loans to the bank, and his pay package. He needs to maintained a elevated stock price just to stay afloat. Why do you think every now and then he would come out and say something taboos stock price? The shorts reads reports and do their own investigations and came to the conclusion that there is no way TSLA can be at whatever elevated price, hence the short position cause the fundamentals doesn't support the price. But like I said, TSLA is a emotional stock, there is no technical 'trend' to base it off with.

Shorts perhaps are bad for a company, but they are also there to keep a company honest. I don't see Tesla going away, it is here to stay, but some shorts are there to stay till TSLA hit $0, they have their reasons and convictions. So be it.

Shorts are like sharks in the water, they smell blood and gathered. The easiest way to get rid of shorts is to get rid of the blood. The sharks will leave and find another pool of blood to feed on. Let the stock price come back down to earth, to a reasonable level based on reasonable expectations. No more meat for shorts to feast on. It will be a bit painful, but worth it just to get rid of the distractions. From that point forward, Tesla can execute their plans according to their schedule, and not react to shorts' positions.

But right now Elon is stuck between a rock and a hard place simply because he locked in some un-reasonable stock price for their debts, personal and corporate. Letting the stock price come back isn't an option anymore. The only way left is to ramp up the fundamentals quickly to catch up and at least maintain a reasonable gap that's not very profitable for shorts. Would have been easier to do when they had the monopoly, but they don't anymore.

 

They are stretching over their limits. The Model 3 battery gets heated up to 50 deg C to be able to accept the charge at 200kW. The higher the temperature the faster the battery degrades.

The 800V system can easily provide the speed which Tesla is sweating with. Additionally few other cars fill up faster despite having lower max charge power since they don't fade as quickly over SoC.


This is the funniest. Is smart summon feature complete? Nope, they just needed the revenue so they released it before the quarter end. Same will apply to 'FSD'.

Also Elon thinks FSD means traffic lights and stop signs. Where are the pedestrians???? Shall I remind you about the AAA video?


So far they had 2 range increases with unchanged hardware. Both of them were fake, no change in real range but only in displayed range.

 

I expect the same, Model S and X sales keep dropping. People don't buy sedans any more so once the Y is out, 3 sales will fade.

 

Only if they build up their own cell manufacturing. Otherwise they are manufacturing constrained.

Additionally there will be a big fight for raw materials in 3-5 years. I don't expect that there will be much battery capacity left for the storage when cars can use batteries with higher profit.

 

I'm aware of what it means.

F*CK no should you spend your $$ on FSD.

Look, I really like a lot about Tesla, and there are some things I don't like. This foray down the rabbit hole of "Full Self Driving" is a total crock, IMO. I own a Model 3, have put 23k miles on it in 10 months. I know what it can and cannot do in almost every circumstance using EAP's features. (I know you do too, I'm saying this for others to clarify my viewpoint). To me Full Self Driving means just that. Full. Self. Driving. As in L4/L5 all the time, anywhere. None of this Level 3 BS or Level 4 on the highway, L3/L2 on surface streets. Full Self Driving means the car should be able to drive anywhere, at any time, with no need for driver intervention. Anything less than that to me is not "feature complete". And there's no way that's going to be in place at the end of the year.