The chart suggests we might be leaving a bit of a consolidation area as noted. Volume is much lower than many technicians call for. Total dollar...
They said this line can support 2-3 production facilities when ran full time. I think it depends upon the purity of the starting product that...
Video of presort machinery: [MEDIA]
We ran into a money manager at the Denver tour, claimed to have invested his and his clients money, sent me the following presentation by someone...
watch Robotic sorter
Ok, the Denver presort facility hosted people for a tour. It was very interesting to see, learn, and ponder. On the outside it closely...
We just completed a 4 day multi state trip. This was mostly highway driving, some city driving, and some rural driving. Our hardware v4 car...
The internet is full of things easy to misinterpret, especially when trying to be clever with the written word. Demeaning/grouchy? If you can...
You should develop your own methodologies, position size, risk management, focus, sandbox to play in. I've done worked hard and long to get to...
Rumor is it that Stan Druck doubled down this past quarter per filing today.
My past 4 rides have been FSD only, parking included. I could have been asleep. The tech works, reception and rollout important. The next model...
The long form letter linked above Thoughts on a Self-Driving Taxi Service I have a few thoughts on how significant an innovation the new,...
I dont wager. I don't retain SMS numbers from folks.
That is not my experience. My car does it all except for my stone driveway, and it did that a couple weeks ago. I see no need for LIDAR....
Both. One has to ask if an autonomous driving future is likely. I can make a judgement call on this based upon my Tesla driving experience. I...
Interesting post mark 340. I think that just throwing out Lidar as a comment without spending some time with a vision only recent Tesla is poor...
I am unable to judge BYD cars from where I am. I favor US based growth companies. First to market important. The engineer writings I posted...
Sure, get that. The questions becomes though, if you accept that FSD and robotaxi pan, out is how to value things. Ark provides some basis to do...
https://www.ark-invest.com/articles/valuation-models/arks-tesla-price-target-2029
As a car company alone, using standard or former metrics Tesla is tough to view as investable. Moving beyond that, TSLA might be entering what I...
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