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FSD v11 is in limited beta, at the moment. This looks to be half of the FSD show. As I understand it, v11 will provide FSD on highway routes but...
It's time to start planning a post TSMC world. The days of TSMC being the IC foundry of the world will soon be over, for political reasons....
The endless stream of negativity regarding Elon's Twitter takeover will continue but, if it turns out well, there will undoubtedly be copycat...
I'd like to add that it would be a gross mistake to think we understand what is going on at Twitter by watching through the fun house mirror of...
I apologize for the slow response. I'm not at home much, these days. This difference in point of view is literally what the stock market is...
I haven't said much about Elon's state of mind but I will opine now. Elon is clearly bipolar and has periods of instability. This is troubling,...
The primary issue with the gas shortage is that corporations will be asked to conserve gas first, and then residential. It is likely some...
It is being reported that Twitter HQ has currently locked out all staff at HQ. MSNBC reported this and also mentioned the building security team...
It looks like Europe is going to have enough gas for this winter. This is based on a predicted, mild, winter. Let's hope. Europe has two new...
Now looking like not fired by russia.
I've been letting our cash grow. Also, with the sale of one position, we are pretty high on cash right now. The idea was to have some money to...
I'm not sure 2023 is going to be all that great for Tesla. It looks like a price war is around the corner. That will be fatal to other marques...
Like Smokie, I care what is causing market changes. If it is clear the economy is growing, that is completely different than if the market is...
Chris, thank you for your thoughts. I appreciate them and will consider what you have written. Now that we are retired, I am looking to become...
I just want to mention, again, how much Tesla's future pivots on their AI program. If Tesla can bring deep AI online, they will be vastly under...
Hi Chris. Not deliberately, although it has happened. I recently tried to exit a position for reasons of losing confidence in management. I was...
Welcome, Crabby. It's great to see another long term investor on the site. There are several of us by now. You may wish to check out the Long...
OK, expanding the above idea. If I have a known-good business in my short list and the company falls under market pressure for a reason other...
I suspect people do not understand the power of a well run business. From what I can tell, just about everybody is looking for the: hot sector,...
Speaking of firings, Twitter is a pretty lame platform, compared to facebook or any number of other social media sites. The software doesn't seem...
