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stocksnhoops

Sold my usual weekly covered calls for next Friday. Premiums were up so that’s good but it was in anticipation of Monday’s earnings. Good earnings reports lately still haven’t been enough to not sink a stock for 2-4 trading days. Was going to sell a couple OTM puts but there is too much risk and could get caught with some $620 puts next Friday if we dip in the low $600’s. What’s the general consensus of how we trade after earnings and through next week


AboveAll2017

Oof bad idea. Stock was down today. Not ideal for a CC. IV is going to build and stock price is going to climb in anticipation of earnings on Monday. Best bet would of been to sell a call second half of the day Monday at 10% OTM expiring Friday. I wouldn’t sell a covered call less than 10% OTM because Tesla’s stock price has been suppressed for months and a shred of positive news could create a good bump.


Puzzleheaded_Bank477

10% OTM??? That is as optimistic as the people that thought donda was going to drop last night. Yea it could happen, but will it? Probably not. 5-6% is good enough.


UW_Ebay

Wait… is donda back in play?? Gave up hopes for that a long time ago.


Puzzleheaded_Bank477

Kayne just did a listen event in Alanta last night.


UW_Ebay

Just did a search and saw that. $45 hot dogs - bullish! That’d be sweet if he actually releases it.


Puzzleheaded_Bank477

And $50 for some Tendies. Very bullish, calls on Ye


stocksnhoops

I have these in my ira. I don’t mind getting them Assigned or me catching shares. I hold 200 shares and sell far enough out of the money covered calls that I’m not worried about losing them. I sell a close otm put and a deeper otm put weekly. If I catch some cheap shares, I’ll Sell a closer to the money CC the following week and if the stock rises and I get those called away, I get the premium plus the $1000-1500 for the stock price rise. I’m ok making $2000-3000 a week and losing/buying shares every week.


Boildown

We need one of the more popular YouTubers to talk about how all the other automakers just buying into Tesla's Supercharger network instead of building their own means that Tesla is destined to have a (legal) supercharger monopoly in 10 years. Tesla will roll the fees they charge non-Tesla vehicles into more supercharger locations and it'll just snowball from there. Musk's greatest move is despite the impossibility of starting a new car company without going bankrupt, using the legacy carmakers to finance its success. And the legacy carmakers keep doubling-down on Tesla's financial success instead of _really_ buying in to EVs and competing with it.


bfinalka

Why would they have a monopoly? Other players can enter the market and build a charging infrastructure. Ionity, Smatrics, etc. It's a good move from Tesla but it's not like all non Teslas are depending on the supercharger network. If it's cheaper to charge somewhere else they will.


Boildown

Certainly not a true monopoly, because there would be other players in the charging space. But something close to a [Natural Monopoly](https://en.wikipedia.org/wiki/Natural_monopoly) I think is exceedingly likely.


Itchy-Throat-4779

How many legacy automakers that you know own gas stations?


bfinalka

Zero, but if there would be one there would not be a monopoly as there are hundreds of others. Don't know what your point is.


DANNYBOYLOVER

Was up 250% or 3k from calls I bought Monday on the dip. Told myself I'd sell Wed morning. I didn't. Told myself I'd sell Thursday morning, I didn't. Expired worthless today so I just dropped another 1k on Friday calls. Sigh. ): I hate myself. Keep telling myself I'm gonna use these profits on calls to buy more shares but I end up holding too long. Save me poppa musk.


HulkHunter

Maybe, maybe, the reason of this lateral market is actually the saturated options market. No one is trading actual stocks, just options. Maybe is not poppa Elon who can help you, but yourself.


DANNYBOYLOVER

That's gonna be a no from me dog


rabbri

When is TSLA going to pop again????!!!! Enough flatlining!!!!! 😝


max2jc

You should checkout TSLA's previous consolidation/flatlining years. Don't expect a repeat of adrenaline-rush 2020 any time soon. Slow, boring and steady may be the way to go.


jfk_sfa

Wait… so you’re saying Tesla isn’t going to 10x any time soon?


Puzzleheaded_Bank477

When donda drops.


OompaOrangeFace

Be patient. Set a 5 year goal and don't worry.


DayMack8006

5 years to hit 1000...c'mon man!!!


OompaOrangeFace

That would be fine by me. Investing isn't a "get rich quick" scheme. It's a "get steadily wealthy" scheme.


DayMack8006

Wouldnt you make more quickly by just being in QQQ or ARKK then?


OompaOrangeFace

Only if those are magic ETFs.


rexmakesbeats

Technical analysis, price predictions and news on Tesla stock for week ending 07/24/2021. After a false breakdown on Friday, Tesla continues to trade within a wedge going into earnings this coming Monday. I anticipate a breakout of the wedge once record numbers are reported for yet another consecutive quarter. In my opinion, Tesla’s current price does not reflect just how well the business has been performing and the price is bound to accelerate to the upside as we have seen the previous parabolic run it had had. Of course, Tesla could remain irrational and selloff on great earnings numbers, but I assign a low probability of this occurring. ​ Tesla news this week includes: \- Giga Texas way ahead of Giga Berlin \- Giga Berlin will start production in December \- Tesla in talks with Mercedes, BMW, Volkswagen, and Opel about sharing Superchargers in Europe \- Tesla Semi electric truck to begin production soon \- Tesla continues to dominate EV sales in China for 1H 2021 \- Model Y SR RWD sold out for Q3 \- FSD will have powerful impact on Tesla profits \- Goldman Sachs: Opening Tesla Supercharger network could net $25 billion annually in additional revenue ​ Full technical analysis and price predictions for next week: https://youtu.be/zCWwUreER90


AxeLond

This is a really good video about driverless cars in general. [https://www.youtube.com/watch?v=yjztvddhZmI](https://www.youtube.com/watch?v=yjztvddhZmI) To me the interesting part wasn't the technology or what driverless system will be used, but once you have your driverless system fully functional you then actually need logistics and mainstream adoption. Waymo has done a great job setting up autonomous car depots, and customer support teams around their self driving cars. Like if someone pukes in one of the cars you can't have that car just happily trying to pick up the next unsuspecting customer. Another important thing is adoption, the example from the video is pretty funny. The first passenger elevator was installed in the 1857, fully automatic (driverless) elevators were invented in 1894. People hated automatic elevators, in 1931 when the Empire State Building was completed it had 73 elevators, each one had a human operator. The mainstream adoption of fully automatic elevators didn't happen until 1950s, people would not accept getting into a elevator without a operator before that. They would rather take the stairs than being locked inside a machine operated tin can. Getting a driverless system working is really step 1, there's still a whole lot of work to do after that.


Marksman79

Earnings may disrupt the typical lunar cycle of Monday Moons.


AboveAll2017

Predictions for TSLA on Monday? Run up to earnings??


DayMack8006

Probably drop due to random FUD, Analyst talking shit, etc.


Enkiie97

Idk I feel like news will run away with Bitcoin impairment 😅


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tlighta

The southeast has a large amount of automotive talent so it makes sense that money would go there.


DANNYBOYLOVER

i was a part of the cohort that tried to get our solar fee (goddamnit) removed and got absolutely wrecked by the judge. This is really exciting news and hopefully will lead more public pressure against the monopoly that is Alabama Power. Solar has the potential to absolutely explode in Alabama


mori226

Ya'll see this? [https://twitter.com/squawksquare/status/1418612411066691587?s=20](https://twitter.com/squawksquare/status/1418612411066691587?s=20) I did the math ...that $102B from FSD in 2032 comes in at around $29B in present day $ using 12% discount. Using just this income and current market cap, TSLA is sitting at P/E of 24. Tesla's ultimate market cap when its growth slows down for this reason is going to dwarf AAPL.


gravityCaffeStocks

What exactly is the 12% discount? I feel like the answer is obvious, I'm just not coming up with it


mori226

That's roughly the current WACC % of TSLA I believe.


gravityCaffeStocks

ah ok, makes sense, but I'm not familiar.. I'll have to look into it. thanks


arbivark

i think your math is wrong. x (1.12) to the 10th power =102B, solve for x. apparently was correct, thanks.


mori226

It's 102B/((1+.12)\^11)


DANNYBOYLOVER

SO much money got pumped into puts yesterday, i don't know how we don't continue running into close. It was like 3:1 purchases yesterday and no way that MM is going to let those things close in the money


easyKmoney

So FUD is working with the uneducated population. I had a chat with my father-in-law, today. He believes it take 18 month for delivery of any model of a Tesla. Also thinks that all Tesla vehicles cost more than all other EV’s. All this after me correcting his miss information over the pass two year. He won’t listen to me but will believe advertising, dealership salesman, and news articles spreading FUD. Maybe it time for Tesla start advertising, these idiots only trust untrustworthy sources, which happen to me marketing and click bait news. Make me so angry with the world.


1st_principles

Humans decide based on emotions first. Then ‘logic’ is used to explain the decision. The decision will stand regardless of facts that disprove the ‘logic’ because the emotions have not been shifted. That’s why the most powerful ads are those that play to our emotions, not logic.


Muted-Ad-6689

Always does


ClumpOfCheese

You can’t just send him a screen shot of wait times and prices?


easyKmoney

Pull up the wait time and prices to prove my point. Still wants to believe the FUD.


ClumpOfCheese

Well there’s no helping people with that attitude. But you could just tell him to order one if he’s so sure it’s a lie. If it’s gonna take 18 months for delivery then he can just cancel the order after they “miss” the delivery estimate provided and you can pay him back the $100 deposit if it doesn’t deliver within the timeline on the website. Lol.


Imightbewrong44

Who cares about those idiots, let them buy their Fords and GM EVs that suck. Then they will see how much better Tesla is down the road. Tesla doesn't need more demand right now, so no point in wasting money in advertising.


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easyKmoney

You hit the nail on the head! For every idiot with false information they are spreading to multiple other idiots. Last year I vote no to advertising in the share holders meeting. We don’t need to spend billions, but could run a small advertising campaign to reinforce the Tesla vision.


Imightbewrong44

But the Tesla vision is to not waste money on advertising and to grow a sustainable future. Word of mouth is king. Using your example would be like advertising for a Democrat on Fox News to inform those viewers of why dems are better... You think you will change their opinion with a advertisment? Goodluck, I have some gas perfume to sell you.


gravityCaffeStocks

>Noooo, because they will have a bad EV experience and will make them even more avert to them. This might be true for some, but it will only be a matter of time before someone they know is completely happy with their Tesla... and only a little longer past that before they want one themselves. I think patience is key.


SliceofNow

What do we gain from running ads while wait times for new cars are already multiple months?


gravityCaffeStocks

yea, if Tesla ever does advertisements.. they should at least wait until Austin and Berlin are ramped up a lot, but even then.. meh


DisastrousBluebirb

Seems like no good news will move the stock up. Goldman Sachs predicts $25B annual revenue from Tesla allowing other automakers to use their super chargers. Loup Funds thinks FSD purchases and subscriptions will increase from $600M in 2021 to $102B in 2032. These are mind blowing numbers and showing Tesla’s ability to capture significant revenue outside purchases of just their EVs.


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DisastrousBluebirb

Market: priced in. SPY, Dow, and NASDAQ proceeds to all time highs


DANNYBOYLOVER

hopefully we continue this turnaround today into close!


DayMack8006

Lol....my kids UTMA acct is all in TSLA...they aint gonna be happy when they look at the acct in 16 years and see the UTMA acct balance is the same as 2021.


Repentant_Revenant

Why would you be stealing money out of your kids’ account for 16 years?


DayMack8006

Not stealing. Allocated and will allocate new contributions 100% in TSLA. The balance will probably be the same.


DANNYBOYLOVER

Here comes the reversal baby. In honor of a million followers Cathy and Ark have decided to buy a million shares of Tesla. jkjkjkjk but plz Cathy edit: i was joking but thanks Cathey


Sure_Maximum7061

Bought 6 more 🥳🥳🥳


DayMack8006

Is TSLA gonna at least hit $750 this year?


lazy_jones

If Austin starts producing this year it'll probably go higher IMO.


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DayMack8006

Got it. I will sell all my TSLA and buy it back slowly once it hits $500.


dranzerfu

If you are so sure of this, sell some $750 calls and buy some $500 puts expiring in December. It's free money!


__TSLA__

Totally. No way this strategy can go wrong.


Boildown

Knowing how this stock works we'll probably end up 0.3% in the green today.


DayMack8006

We be luck if it ends down 0.3%


semajnahc

This might actually be in luck


bfinalka

Every day the same BS. It's really the best to not look at it at all.


3_711

Best to just wait patently until Texas and Berlin volume productions starts to appear in the quarterly profits. Europe is gearing up to tax ICE cars out of existence.


DayMack8006

So after all that then TSLA will hit $700....all that work for nothing


lord-of-dooktown

Dude why are you in a hurry to make a quick buck, if we could time the market we would all be somewhere else not scrolling for feedback and living like kings/queens. Buy/hold/sell do your research and what makes sense to you.


DayMack8006

Man....I got alimony payments to make....


Morblius

Seems like /r/teslamotors is anti anything tesla does. Elon said S won't get normal steering wheel and the entire thread there is people saying "guess I won't get a S" or "ill never buy a tesla again". Meanwhile youtubers that have actually tried out the yoke are saying they like it. If any of you have actually tried the yoke I would love your opinion about the wheel. Thread I was talking about: https://www.reddit.com/r/teslamotors/comments/opxx4y/elon_confirms_there_will_be_no_normal_wheel/


UrbanArcologist

sub is full of trolls, mods are doing a poor job of being mods.


garoo1234567

People said much the same thing about the minimalist interior of the 3 when it came out too. As with anything most people will adjust and come around and some won't. And those guys can buy a different car. Tesla won't ever sell 100% of the cars out there. Buy a Mach E, they're ok


tuskenrader

Have they never heard of aftermarket mods if they really care that much? People have been modifying Tesla steering wheels for years already.


Thundayo

Tesla could end world hunger and all those morons at /r/teslamotors would still be talking shit.


gravityCaffeStocks

in hindsight, it was a bad idea to buy 8 0DTE $650c's this morning oh well, you win some, you lose most


Ohmariusz

Not done yet. Believe! Or stop loss :)


womeninvest1

Yeah 🥺. Crossing my fingers to make my money back


gravityCaffeStocks

Good luck. I don't typically mess with weeklies anymore. I kept track of my gains and losses for a year and realized it caused me nothing but pain 😅


vpxq

Weeklies are great if you sell them. Don’t buy them.


CerebrovascularNit

What was your cost on those? Sometimes you gotta scratch that gambling itch


gravityCaffeStocks

$1.95 RIP


CerebrovascularNit

As long as you aren’t buying those versus food/mortgage it’s all good! There is always a chance we could have gotten some amazing leak/news. Nothing ventured, nothing gained! But this is why I hold shares, too stressful!


gravityCaffeStocks

Chairs are the way!


Carsickness

Oh man are those Chinese EV companies taking a beating today.


aka0007

That is because they are all way, way, behind Tesla. Even NIO which gets all the good press, if you actually do comparisons between their cars and Tesla with or without factoring in spare batteries for swapping, NIO is so far behind it is not funny. You could, if buying a fleet buy Teslas plus spare Teslas to keep on the side to match the benefits of swapping and you would still come out cheaper and would use less battery capacity in total.


ElectrikDonuts

Wheres the guy that said $750 by EoW? Lol. Asked to bet reddit coin and he never got back to me.


hknight54

In your opinion, what's the biggest contributing factor to tesla stock underperformance this year?


CletusClincher

Fears around short term gains due to the silicon shortage.


SonicPearl1974

Wall Street and MM’s seeing the competition coming. And no GM and Ford will not be bankrupt or out of business in 5 years as some “TSLA Experts” would have you believe.


Carsickness

The stock started the year on an absolutly insane s&p500 inclusion run. Studies showed consistently that once companies join the index; there was no significant increase in the stock price, and those companies that did see a run up on the news saw a return to pre inclusion levels shortly after. In the case of Tesla: Yahoo was used as the closest example in cap size. And just like the other cases yahoo saw the same exact pattern as we see with Tesla now. Tesla got news of inclusion and the stock climbed. And shortly after joining it fell back down to pre inclusion trading channels. Just like everyone said it would. The underperformance of the year is only due to where the index inclusion happened when the year started. That's all. If inclusion happened 3 months earlier, then we would of seen the climb and subsequent sell off earlier as well; and the year would of started with Tesla being in the $550 range - and we'd be up on the year. If you zoom out and look at the early November 2020 timeframe until now (and remove the whole s&p500 fiasco) then Tesla is doing quite well.


Boildown

To be fair, Tesla's pre-500-inclusion-announcement price was a lot lower than today's price, as I recall.


Carsickness

Yes for sure. So we are actually up (it was playing the $420 game at that time). But we are back in that original trading channel now. So Tesla is doing quite good if you just ctrl-X the 4 months of the s&p500 run up.


Ohmariusz

Oh wow, that's a really cool analysis. Thank you! Makes sense


conndor84

This is why short squeezes don’t really matter unless you’re a short term trader/gambler.


johnsimerlink

Already has several years of very high growth baked in


turdddit

Some people might argue even a decade of growth.


DayMack8006

So your saying we should sell and buy back in a couple years once the stock starts to pick back up


JaychP

Market inefficiencies in innovative technologies.


Magikarp_to_Gyarados

I theorize that the ATH reached earlier this year was the result of a short squeeze following TSLA's inclusion in the S&P 500 at the end of December. Index Funds and funds that benchmark indexes temporarily inflated demand for shares, which in turn raised share prices and forced shorts to cover from the end of December through January. Unwinding the short interest in TSLA may have been what drove the share price to 900. Once the unwinding was done, the share price eventually reverted back to a market equilibrium in a range around 650.


hknight54

Haven't thought of this one. Thanks


blnphoenix

Overperformance in the last year. Reversion to the mean, you know.


N0mn

Reinvesting all of the revenue into expansion. Extremely good for the long term, but Wall Street is just too short-sighted.


hknight54

This was my guess


Marksman79

Combination of the sentiment that the price exploded so much last year to the point where it's priced to perfect execution several years out (at least per what analysts are willing to consider), and Tesla meeting aggressive growth targets but not greatly exceeding them.


AboveAll2017

Wall street or “big money” not understanding the technology: FSD, Dojo, solar E and whatever else.. I’m sure they will catch up once they see it on the bottom line 🤣🤣🤣


soco

Buy: Tesla isn't a car company (in terms of future earnings potential) Sell: Tesla is a car company (in terms of future earnings potential) That type of chasm in valuation means that even chipping away at the sell (or buy) side argument results in large volatility.


Nitzao_reddit

GENERAL MOTORS RECALLING 68,667 CHEVROLET BOLT ELECTRIC VEHICLES WORLDWIDE DUE TO FIRE RISKS WHICH WERE PREVIOUSLY RECALLED IN NOVEMBER - AUTOMAKER 🤣😭😂


failinglikefalling

Good thing those Tesla S are on stop sell.


[deleted]

Little men they up 4% this year tsla down 30


After_Mango_Apology

Big picture, this hurts electric vehicle adoption by reinforcing the idea of fire risk; and it hurts tesla since most people don't distinguish between ev brands when it comes to safety like this (they should and they will, but average people don't yet) Other ev makers need to get their act together fast


Nitzao_reddit

Are we Moonday yet ? 🧐 Nope … ok cya 😪


h0tdawg

My guess (hope) is that indications in the premarket is false and not representative for the outcome today.


Nitzao_reddit

Haha I was just thinking about the fact that I really want to see the Earnings and listen what the Tesla team has to say about the problems and the futur


space_s3x

PSA: The US government is currently accepting feedback on the use of camera-based rear visibility systems versus traditional mirrors, but public feedback ends today! [Link to the US government page.](https://www.federalregister.gov/documents/2021/05/24/2021-10813/agency-information-collection-activities-notice-and-request-for-comment-drivers-use-of-camera-based) [Rob has explained it in this video. ](https://youtu.be/yuINaBrcTTo)


3_711

I hope this finally gets rid of mirrors. 2%..7% saves about 1/2 million barrels of oil per DAY, just for the US. (And some extra range for electric cars.)


Redsjo

"Result: From a factory baseline Tesla Model 3, it was determined that removing the mirrors entirely resulted in a 2.8% total decrease in vehicle drag and a reduction of Cd by 0.006." https://unpluggedperformance.com/aerodynamic-study-of-tesla-model-3/


3_711

That's 2.8% for a removing a mirror that probably had a whole team to design that mirror. Most semi trucks have mirrors that don't go far beyond having a mirror surface on one side and be somewhat adjustable.


Redsjo

You talking about the semi.. A while ago i've read about the Mercedes Actros mirror.. i've found it "Besides improved visibility, Mercedes-Benz says the MirrorCam helps optimise aerodynamics which can reduce fuel consumption by up to 1.5 percent." www.financialexpress.com/auto/commercial-vehicles/mercedes-benz-actros-truck-gets-mirrorcam-instead-of-rearview-mirrors-improved-visibility-fuel-efficiency/1909034/lite/


Supertronk

Can we talk about how ugly the color combos are for Tesla Model S. black with brown wood, unless you get the plaid? Who is making these decisions?


reversering

I know you are getting down votes, but I agree. The wood thing is silly and won't age well. I still want a Tesla, but I can't stop just buying more shares.


DayMack8006

Uummmm....whats TSLA doing? Futures and market goes green and TSLA goes red....


alexanderyosifov

Supposedly all Model S deliveries are "on hold"


DayMack8006

What happened yesterday and day before that day before that and so on


SonicPearl1974

Maybe trying to find out why the one caught on fire.


turdddit

That's not a rumor, however it really shouldn't effect the stock price.


Marksman79

Red PM means green today. Also, be sure to factor in that Fridays are always red.


Marksman79

Elon Musk is basically alien technology.


blipsou

Alien Technology Or Predator Technology 🤔


Marksman79

[Alien](https://mobile.twitter.com/elonmusk/status/1379031412288974852)


blipsou

Naaaah, Predator technology is waaaay more badass


blipsou

Looks like I am gonna buy some today at a discount…


h0tdawg

Any indications on why PM is negative?


blipsou

Nope - no time to check…


suckmycalls

Sounds like Tesla suspended deliveries on all Model S … Read it on the other sub https://www.reddit.com/r/teslamotors/comments/opfoug/nationalwide_delivery_hold_on_all_refreshed_model/?utm_source=share&utm_medium=ios_app&utm_name=iossmf


Plane-Bad8140

I wonder if this is connected to the fire that that guy had whose company had a significant chunk invested in Tesla. Either way, better to suspend deliveries and sort out the issue than get them into people's hands and have to do a formal recall.


DayMack8006

You mean the guy that started the fire on purpose


Plane-Bad8140

Oh did he?! Do you have a source on that so I can read up? There is so much FUD I sometimes miss the refutations!


vpxq

Tesla Daily reported he had a large put position. Calls as well, so not sure if he was net short or long.


swissiws

I read Supercharger network is going to be made available to all EVs of any brand. This could bring $25bln yearly to Tesla, but also removes the key advantage Tesla has over competitors (that now basically sell you cars and say: "good luck finding a recharging point anywhere"). So, I am dubious : is this going to be harmful to Tesla or not? I speak in shares value terms, ofc


chasingreatness

It is really smart. The OEMs will basically become dependent upon Tesla’s network. It actually will create a moat as Tesla will be the only ones with a charging infrastructure. Additionally, it provides funds for Tesla to rapidly expand said charging infrastructure… They will basically be getting a potentially exponentially increasing revenue stream in perpetuity. If it negatively affects the Tesla customers’ experience, they can address it. Also, exposure is a huge aspect of advertising. “Non-Tesla EV owners are simply future Tesla customers.”


kevdanga

>I read Supercharger network is going to be made available to all EVs of any brand. This could bring $25bln yearly to Tesla, but also removes the key advantage Tesla has over competitors (that now basically sell you cars and say: "good luck finding a recharging point anywhere"). So, I am dubious : is this going to be harmful to Tesla or not? I speak in shares value terms, ofc 25 billion?? I think thats an unrealistic valuation.


bokaiwen

The Goldman Sachs note was apparently modeling 500k supercharger at some point in the future, a 20x increase from today. Not sure what the revenue from them is today.


turdddit

Right. Seems a little bit low.


blnphoenix

I don't think this is harmful for shareholder value. Tesla will pump out the chargers like crazy to meet demand. Key advantage is more customers get exposition to Tesla experience. Also nobody wants 300 different charging brands that do not work. TSLA is here to eat all the free lunch from competition including charging. I like the move.


conndor84

Goal is to accelerate sustainability so big win. Tesla will only open if the other auto companies are meaningfully contributing costs/expansion. As range anxiety drops and recharge speed improves, more people become interested in EVs. As it is a large purchase they look at favourite brands and leaders in their preferred car which will often mean Tesla gets into the consideration set. Am very curious if people will need Tesla app for use of super chargers? Lots of data, branding and who knows what else opportunities there are.


max2jc

They're going to need ***A LOT*** more superchargers to handle future load. Might look good from a $$$ and green/climate/EV infrastructure perspective, but it'll worsen the Tesla customer experience if we see crazy supercharger congestion as a result of "opening it up" to other mass-produced, non-Tesla EVs.


JamesCoppe

But they’ll just build more chargers? Unless there is some type of land restriction which prevents chargers, the opening up of the network shouldn’t affect quality of service. Also, Tesla is likely to charge a premium to other EVs.


sol3tosol4

A lot more superchargers is good - easier to optimize travel, and more public exposure to Tesla. If there's congestion, put up even more superchargers. As EVs take over the highways, something will be needed to replace most of the gas pumps - might as well be Tesla chargers.


ravenhiker2

There should be 10-12 V3 Superchargers at every exit on every highway, just like petrol pumps. That’s the goal. I can drive until I hit 1/4 tank (charge) and pull off at the next exit, charge up and continue. ABRP and all the attendant planning and worrying should not be an issue.


Redsjo

Don't allot of company's using the 800v system? Would it it work on tesla sc?


failinglikefalling

Yes, just not at 300kwh and up like they get from Electrify America.


Gullible_Ad_3290

When did Tesla design FSD to kill boners?


kevdanga

>When did Tesla design FSD to kill boners? Uhhh..is there a reference I'm missing?


CarHeretic

No time currently to follow the beta test videos. Has there been update/progress since first release? Edit: Beta 9 is what I meant.


SnackTime99

No updates yet but it’s been less than 2 weeks so not surprising.


CarHeretic

No worries, just curious. Last beta improved rapidly in the first week after initial release.


conndor84

Two weeks.


pseudonym325

Since the first release last year? Or since the FSD beta 9 release?


green_03

Doesn’t seem to be any software updates thus far


linsell

I was getting dizzy yesterday thinking about FSD profits in the future. Even the most conservative subscription rates still blow out to massive revenues in 2030. Something like $10 per share per month, just from the software business! I'd love some of that as dividends.


JaychP

Dividends are just forced sale of stock (you don't lose any shares but the valuation decreases by total dividend paid).


Drortmeyer2017

the dividend stock recovers. it's not permanent.


JaychP

Yes but it's arguable whether the paid dividend is permanently taken from the valuation. I.e could the price have been higher the amount of the dividend paid in the past.


Boildown

Dividends make sense when the company can't use the money to expand their business. Kind of the same as a stock buyback in that regard, except dividends are more honest. A (future) dividend is the entire reason (in theory) why a stock even exists, the thing that gives it value. When people say "how much should TSLA be worth" they implicitly are calculating how large its future dividends might be. As long as TSLA keeps making enough money to pay whatever future dividends they declare, the price will recover before the next payment because people will continue to want the dividend payments.


Boildown

I should add that cryptos that have staking rewards are basically trying to recreate the dividend method of creating tangible value for their coin.


PrismSub7

FSD in 2030 will make so many new form factors possible for transport. Semi's are great, but all you need is a skateboard with sensors that fits a shipping container. Plaids driving 200 mph aren't practical, but the march of nine's will mean that it'll become just as dangerous as driving 100 mph today.


Plane-Bad8140

If they can get FSD to work the real value isn't in the robotaxis - although there is value there! It's that they've built a process to model the real world. I think the implications of that are going to be insane.


SnackTime99

Agreed. They can license that software to anyone that wants to build a robot that needs to understand the 3D world around it. That’s a money printer.


Fjolle

Wouldn't you need like 50m subscribers at $200/m to get to 10/share/month? How is that conservative?


linsell

If robotaxi functionality / sleep in the car reliability gets off the ground between now and then you can bet the take up rate of FSD would be over 90%. I say that number was conservative as its about 50%. (Happily assuming the fleet size is 100m). We also know the cost of FSD will likely increase. Maybe subscription cost falls as it becomes more prevalent but the shortfall could easily be made up with robotaxi per mile revenue.


bokaiwen

If they hit a 20m/year sales in 2030 and grow the same percent each year that’s about a fleet size of 62m, not accounting for retired vehicles. So 100m seems very high.


Fjolle

How is a fleet size of 100m in 2030 conservative?


linsell

That part isn't conservative haha. Just in line with 20m/year in 2030 statements.


conndor84

That number should be considered the top of the range due to the sheer challenge of achieving it physically and other risks. As for the take rate, there will still be lots of people who just like to drive and won’t buy upfront or subscription. Question will be if Tesla decides it’s more profitable to keep all cars produced and run robotaxis network themselves if that is the case.


mori226

Tesla's price increases are coming fast and furious.


green_03

I’m thinking about saving for one but these price increases just don’t end 😂


3_711

The prices of specific models increase, but Tesla does introduce cheaper models while moving into mass production. (Unfortunately they only have one Powerwall model.)


GlacierD1983

1st 🏆