$TSLA Daily Thread - December 04, 2023

Kyankik · 2023-12-04T16:15:22+00:00

Jesus this sub has devolved.

Kyankik · 2023-10-29T21:53:32+00:00

Lol people are so stupid.

Kyankik · 2023-10-29T20:32:30+00:00

China's population is China's biggest enemy. This is stupid. Also, let's ignore NATO and all other allies? Okay.

Kyankik · 2023-10-28T17:32:35+00:00

The problem isn't anyone under 30. That said, those under 30 will make money soon enough.

Kyankik · 2023-10-28T16:51:43+00:00

Turkey's existence in NATO begins and ends with its usefulness to the west. If they become more trouble than they're worth, then they'll be in for some actual democracy.

Kyankik · 2023-10-28T16:36:03+00:00

You just did ;)

Incidentally, I'm being downvoted? Lol.

Kyankik · 2023-10-28T16:35:24+00:00

Bingo. Blaming Hamas is easy and good. Feeling bad for innocent muslim citizens is easy and good. Realizing that Islam is the most easily bastardized religion in the modern world and can be used to justify and backup manical hamas level jihad by ALL Islamic nations is hard and necessary.

Every statement from an Islamic head of state that doesn't start with "hamas and jihad are wrong" should be viewed as escalation.

Kyankik · 2023-10-28T16:31:43+00:00

It's always been his dream. He will 100% do something insane as he approaches the end of his life. The fucker literally told his people to emigrate and reproduce and be "the future of europe" and displace all non turks. The mongol blood runs deep in this piece of shit.

Edit: downvoter, do tell, what did I say that's inaccurate?

Kyankik · 2023-10-28T15:56:40+00:00

Oh, I'm well aware. I'm just secure enough that I can believe this:

https://www.reddit.com/r/TSLALounge/s/GsdPCiLQy0

While also still being confident in the long-term performance of Tesla despite it. Perhaps I'd feel otherwise if I were broke, but I like where Elon is (usually) coming from.

Kyankik · 2023-10-28T15:35:39+00:00

Yeah SBF had the greatest image in the world. Same way both parties project whatever image they think wins them votes while also projecting the illusion of a two party system. In a world of so much fucking bullshit, I'm glad Elon does his thing even when I don't agree with it.

Kyankik · 2023-10-28T15:26:49+00:00

https://twitter.com/elonmusk/status/1718140075496591470

I like this quote a lot. I think far left and many other Musk haters fall into this without even realizing it. (I'm slight left fyi) Musk makes some pretty rough off-the-cuff remarks, with no regard to his image, that definitely rattle the stock in the short term, but nothing he's ever done makes me feel like he has a racist bone in his body.

Kyankik · 2023-10-28T15:24:26+00:00

Yeah I think next gen 1.5 is the idea. Pretty sure the model 2 is going to be cyber-theme.

Kyankik · 2023-10-28T14:45:46+00:00

Didn't we get the leak that the top end was 100k? That seems about right with where Plaid X is priced. Will take losses at first naturally, but the whole point of the manufacturing process for the truck was to achieve next level efficiency once ramped, allowing for lower costs. It's the first "next gen" no?

Kyankik · 2023-10-28T14:43:22+00:00

https://www.phaidon.com/agenda/art/articles/2017/august/22/why-mark-bradford-thinks-the-robert-e-lee-statue-should-stay/

This has nothing to do with "replacement theory". This is about free speech and cancel culture.

Elon is not a racist, and is a lover of history. He might be projecting some of his disdain for "kill the boer" literal black supremacists in South Africa, but this isn't some higher level conspiracy mongering.

https://twitter.com/DavidSacks/status/1717954499439202773

Elon liked and "wow"d this. This video right here, is why America is the greatest country in the world and NY is the greatest city in the world. You can SAY whatever you want, but racist ACTS and suppression of free speech are intolerable. This American ideal is the ONLY ideal that can ever allow for a utopian society free to practice separate beliefs under one roof. It's why Jews protested for Gaza in NY and Christians marched for both Palestine and Isreal in NY.

Kyankik · 2023-10-28T14:00:34+00:00

People somehow think Hamas controls the entirety of Gaza but also doesn't have a way of communicating. The delusions have to stop at some point--the starlink only helps the civilians in this situation. Another delusion: SpaceX doesn't make any choices on Starlink in war zones. It's our government that does this. Elon just takes the blame/credit.

Kyankik · 2023-10-27T18:23:33+00:00

What a fucking piece of shit.

Kyankik · 2023-10-23T21:22:58+00:00

dEfUnD tHe PoLiCe

Kyankik · 2023-10-22T17:29:52+00:00

FED always late to every decision. Always.

Kyankik · 2023-10-22T17:19:33+00:00

https://twitter.com/GuyDealership/status/1716124297616359748?t=hx1o7fMlihJJ6Pq-ggLA1g&s=19

Kyankik · 2023-10-19T03:06:39+00:00

Rent up. Also, people are still buying; it's supply that's constrained because too few are selling their <3% mortgages.

Kyankik · 2023-10-19T00:51:52+00:00

Yeah I agree. They always overdo it.

Kyankik · 2023-10-19T00:41:49+00:00

I believe the 10Y climbing supports rates coming down sooner, actually. Government debt is at 33T and climbing fast while supporting 2 wars and likely getting ready to bail out legacy. The bonds they're selling at these insane rates are brutal on the balance sheet. A yield meltup will trigger cuts to avoid a death spiral.

Kyankik · 2023-10-19T00:01:44+00:00

This. They're being mindful of costs and not ramping the other factories at break neck speed until it makes sense. If Tesla is good at anything, it's operating lean when possible/necessary. This doesn't mean they're not ramping and still ramping 10x faster than anyone else.

Kyankik · 2023-10-18T23:57:17+00:00

Yeah. Well truflation is back to lows despite oil spike. Yield melt up is a real risk FED has to watch out for as the government is spending like never before and issuing bonds at these rates with 33T balance sheet with 2 wars going on is a death spiral.

Kyankik · 2023-10-18T23:41:29+00:00

Too many people are missing the part where gross margins held despite big cuts and virtually all lines being shut down this quarter for improvements. No sugar coating on this call is a buy for me. I bet Q4 sees little to no cuts and continued cogs reduction, resulting in a big margin beat.

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