A major reason why I sold almost all my TSLA stock a while back: Elon Musk confirms his threat: give me 25% of Tesla or you don’t get AI and robotics https://electrek.co/2024/05/20/elon-musk-confirms-threat-give-me-25-of-tesla-or-no-ai-robotics/ Elon tripping over his own damn self. Buyer's remorse over the Twitter acquisition, Elon?
I've been long Tesla with an eye on the exit. I believe in Tesla but the Elon drama is more than I prefer in our portfolio.
I've got some in a ROTH IRA but he's really starting to get under my fingernails. What to do, what to do.....
Model 3 Highland / Model Y Juniper should be released in the next few months. Suppliers are shipping components in volume, right now. Note: Elon Musk indicates the Y Juniper will not be available until next year.
I feel this 220-240 range is important here. Anecdotal analysis, more Kia's seen around my area recently, also the hybrid ones. Less new Teslas than previous years.
I expect volatility to continue for Tesla, at least in the near term, so I am not sure how much importance to attach to a given range at the moment, unless you are referring to swing and/or day trades. For those I will defer, not being very knowledgeable in those. Much long term potential and promise, but certainly not without risks and uncertainty.
A couple of weeks ago, it became clear Tesla has solved the dry anode problem. They've had dry cathode for a couple of years but had been bringing in anodes made with wet process. As I write this, Tesla is frantically working on scaling their 4680 battery production at the maximum possible speed. Tesla has signed a contract to supply 15GWh of energy storage to an American renewables company. That is a single contract for more storage than they sold in 2023. Energy storage is about to explode.... in a good way. This should unbridal Cybertruck production and perhaps even return the Model Y to 4680 based packs for the American market. Of course, this stuff won't happen right away. Tesla is 2 years late on this but it remains one of the most significant milestones in Tesla's history. Giga Mexico is officially on hold. Giga Berlin is actively under expansion. I suspect they are working on infrastructure to scale their battery program but not sure. I see very good things in the medium term future of Tesla and very bad things for their competitors. Place your bets.
I'm super looking forward to the Tesla van. While I don't think it will change the world, it will be part of the first fleet of vehicles designed around cargo with perhaps no need for a driver. I'm sure they will include a chair and some sort of tiller for steering, so it can be legal when first released, but the design goal is automated cargo transport. It won't surprise me if it has modularized load/unload, similar to an aircraft. Pie in the sky but a signal the next step of automated transport is soon upon us. Fortunately, legacy auto has got their EV game in order, fully automated driving is now a product, and they are ready to put Tesla out of business with a flood of cheap EVs.
The VW van is coming out soon, Im interested in seeing them on the streets again after all these years.
Me too, Jock-e. Perhaps Tesla will announce they will come out with their own van that's twice as good and sell it for half the price. For the record, Tesla has several vehicles under development right now and one of those vehicles is a van but I don't think it is intended to compete with the VW van. We will see.
Toyota announces a new combustion engine, every 60 days, that will obsolete all electric vehicles and put EV companies out of business.
