*BREAKING: SPACEX, ANDURIL, AND PALANTIR TEAMING UP TO LEAD BID TO BUILD TRUMP'S "GOLDEN DOME" U.S. MISSILE DEFENSE SYSTEM - REUTERS
*SPACEX IS PITCHING SUBSCRIPTION MODEL TO PENTAGON WITH 400-1,000+ SATELLITE CONSTELLATION
NEWS: First look at what will be the largest @Tesla Supercharger in the world!
• 168 stall Supercharger
• 11 MW of ground mount solar & canopies, on 30 acres of land
• 10 Tesla Megapacks with 39 MWh of storage
• Multiple pull-through stalls for ppl towing
• Only 1.5 MW grid service, ahead of a future expansion
• Opens later this year in Lost Hills, CA
Renders in the thread below of what the finished project will look like.
Holiday update with FSD 13.2.2 downloading to Cybertruck AND Model Y now!
We've had the flu here the past 5 days or so, so haven't been posting much. May or may not go check this out
@TSLAFanMtl I'm afraid Elon engagement in far right wing idiocy, lunacy, and conspiracies has become more obvious to the public since he became twitter owner, which is evoking negative emotions against Tesla!
Forgive the rant (in advance).
I am struggling to reconcile all of the posts I am reading about the excuses for this Q1 performance. I don't want to name names because I like some of these people. But guys - plz accept reality. Demand is well below supply and even (much) further below production capacity. This is the truth. Sure, the reasons vary slightly regionally - fine, but it's time to face reality.
In aggregate QoQ:
- Days of supply almost doubled from 16 to 30.
- Inventory vehicles increased by 50k
...and this in a quarter where production actually DROPPED by 61k QoQ. And this with Tesla vehicle ASP at all-time lows, basically. I think ASP may get a small boost from CT this quarter but meh...still down massively YoY.
Also, I don't think relative performance vs other EV sales/brands is relevant, either. This is copium. Tesla competes with CARS, not (just) EVs. I have always made this case. When it was a bullish argument (EV share is irrelevant), people agreed with it. Now it being used by bulls to defend Tesla's lackluster sales. Who gives AF about EV share. Who gives AF about other company EV profitability. Ask Toyota if they care about the profitability of the 5 EVs they sell every quarter.
Rant over.
Going to bed now.
A demain!
If you’re looking for certainty and risk reduction in your investments, everyone else is doing that too.
You’re competing with nearly ALL investors over the same assets, bidding the price far above the point where life changing returns can be achieved.
Your returns will be mediocre if you follow the crowd (mainstream media, Wall Street consensus, your risk averse investment advisor, family members and friends).
You must accept risk and uncertainty when everyone else is freaking out if you want to retire 20 years early. But it’s not a smooth ride. It may be the roughest ride of your life. If investing were easy, everyone would be successful. I went 6 years with a negative return on my all in Tesla investments from 2013 to 2019, when Tesla wasn’t even profitable and nearly went bankrupt 3 times.
All the people who are trying to time $TSLA or who make short term high conviction predictions lose their shares over time. Just track their positions over many years and you’ll see. They make dire price predictions in the hope that they can reenter the stock to get back to their original share count. They rarely do well over long periods with highly volatile stocks, while lazy long term holders like me who’ve only made 50 stocks trades my entire life, who have never used options, end up with nearly 50,000 shares of $TSLA.
It may not be obvious now, but this is one of the golden periods to be accumulating $TSLA. A period of risk and uncertainty.
If you’re looking for certainty and risk reduction in your investments, everyone else is doing that too.
You’re competing with nearly ALL investors over the same assets, bidding the price far above the point where life changing returns can be achieved.
Your returns will be mediocre if you follow the crowd (mainstream media, Wall Street consensus, your risk averse investment advisor, family members and friends).
You must accept risk and uncertainty when everyone else is freaking out if you want to retire 20 years early. But it’s not a smooth ride. It may be the roughest ride of your life. If investing were easy, everyone would be successful. I went 6 years with a negative return on my all in Tesla investments from 2013 to 2019, when Tesla wasn’t even profitable and nearly went bankrupt 3 times.
All the people who are trying to time $TSLA or who make short term high conviction predictions lose their shares over time. Just track their positions over many years and you’ll see. They make dire price predictions in the hope that they can reenter the stock to get back to their original share count. They rarely do well over long periods with highly volatile stocks, while lazy long term holders like me who’ve only made 50 stocks trades my entire life, who have never used options, end up with nearly 50,000 shares of $TSLA.
It may not be obvious now, but this is one of the golden periods to be accumulating $TSLA. A period of risk and uncertainty.