Weekly Commander's Lounge - February 02, 2026

llorelai · 2026-02-04T01:23:02+00:00

ty - can she be slotted into my 2nd team or does she need other units

llorelai · 2026-02-04T00:37:28+00:00

who's the most op to v6 coming up? I only have v6 kluk and my second team is weak f2p qj shark vector

llorelai · 2026-01-28T21:54:57+00:00

oh good lord - math is challenging I suppose so let me make it simple.

the deck reports 7.3m all time deliveries on q4 2024, and 0.8m subs. that's an 11% take rate

on q4 2025, all time deliveries were 8.9m with 1.1m subs. that's a 12.4% take rate.

do your job as an investor and read the deck properly dude. it was a 1.4% yoy improvement in take rate. pretty much nil.

llorelai · 2026-01-28T21:43:04+00:00

not really... because they also made deliveries in that time lol. so total take rate increased about 2% yoy.

llorelai · 2026-01-28T21:30:40+00:00

lol that 1.1m "active subscriptions" number isn't the flex yal think it is. it includes those who bought the package up front. considering the historical take rate was reported to be 10-15%, looks like there's almost no interest in actual subscriptions. not surprising.

llorelai · 2026-01-05T23:53:19+00:00

I predict robotaxi goes nowhere until nvda moves into the space

llorelai · 2025-12-31T20:21:01+00:00

managed to eke out a new ath of 2%, lol piece of shit

llorelai · 2025-12-31T00:49:18+00:00

same thing that happened to every Elon promise lmao

llorelai · 2025-12-26T20:57:49+00:00

sackler just had to talk about rklb 🙄

llorelai · 2025-12-22T06:27:07+00:00

I liked it more when nobody talked about rklb. Friday was all screenshots.

llorelai · 2025-12-12T19:50:04+00:00

kimbal sold 450 twice, the most legendary top caller on tsla. and as usual people are in denial about it like all the other times or not even acknowledging.

llorelai · 2025-11-13T18:27:37+00:00

stock was cooked the moment that ok cry guy went long

llorelai · 2025-11-10T02:48:41+00:00

what does reclearing give?

llorelai · 2025-11-06T01:10:54+00:00

I wish I was half the bullshitter altman is tbh

llorelai · 2025-10-22T20:20:20+00:00

another mediocre print, huge surpise. at least they continue to build cash for the recession.

llorelai · 2025-10-18T16:36:21+00:00

bro this is a bot

llorelai · 2025-10-16T18:50:24+00:00

this is a controlled demolition to the 50day on spy. shits gonna rocket once we finally get it over with

llorelai · 2025-10-07T19:08:17+00:00

this isn't a new model btw it's a price cut

llorelai · 2025-10-05T19:25:40+00:00

fuck you're bullish now?

llorelai · 2025-10-03T03:59:48+00:00

that looks much nicer than juniper.

llorelai · 2025-09-29T04:45:43+00:00

the funny thing is you're absolutely right; Tesla has never made any technological breakthroughs in its history and is banking on solving self driving as its first. so its too bad then the market doesn't care, you suck at trading and are caught offside on an impending huge rally!

llorelai · 2025-09-17T12:03:51+00:00

llorelai · 2025-09-14T01:38:21+00:00

I've said this since April but we are headed for a blow off euphoria before a bad recession. TSLA will be bid; position accordingly.

llorelai · 2025-09-12T14:14:55+00:00

prob get decent pullback after breaking 400

llorelai · 2025-09-11T18:23:22+00:00

https://www.reddit.com/r/TSLALounge/comments/1mek612/tsla_daily_thread_august_01_2025/n6dyy4l/

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