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Bloomberg Opinion
bopinion
It’s happened: Tesla is now the most valuable automaker in the world.The 16-year-old Silicon Valley upstart has just overtaken the 82-year-old Toyotahttps://trib.al/hfygd4m Tesla has appreciated 170% so far in 2020
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E.W. Niedermeyer
Tweetermeyer
Here's a fun mental exercise: if you did want to run a self-driving car scam starting in 2016, how would you have made it different from Tesla's "Full Self-Driving"?It's genuinely
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Tracy uk patriot. WWG1WGA
Tracy61287610
Ok I'm not sure if this is anything or not someone mentioned Q drop 441Which mentions iridium will post drop below , where it says about the missing i and
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Mayur मयूर Thaker ठाकर
freshjiva
For India , the opportunity in $40k cars is a tenth of the opportunity in solar. And the oppprtjnity in solar is a tenth of the opportunity in energy storage.https://twitter.com/troyteslike/status/1349144596253700096
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Critical Enthusiasm - Warren Redlich
WR4NYGov
Why @BernieSanders is wrong about @elonmusk:The LA Times article is misleading. "New York State is spending $750 million to build a solar panel factory in Buffalo for SolarCity."State and local
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Tilman Winkler 🔋🔌 count all votes
TilmanWinkler
A thread on $TSLA / $TSLAQ the stock in 2020:Don’t retweet this, @gordonjohnson19 would not like the unit of #Gordon to trend. /2 /2 Some of you may ask: “What
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Nafnlaus
enn_nafnlaus
A sincere thanks to Marty Tripp (remember him?) for , for some inexplicable reason, uploading the full Eulman interview. And boy is it a doozy.https://drive.google.com/file/d/1NsXCvO6O18N6t9qoLnH4BzIKVujv9oiI/view?usp=sharingScene: Tripp, w
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Reflex Research
ReflexFunds
Some thoughts on Tesla’s Autopilot & Robotaxi strategy:1) I believe Tesla has a unique & superior strategy for solving Robotaxis which I categorise as the Intelligence/Data heavy approach, based on
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Whole Mars Catalog
WholeMarsBlog
Story Thread @elonmusk Year 2042 (2042.0) Kate is driving in her Model Y when she gets a video call from her friend. “You have to come to Berlin. They’re opening
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James
TSLAFanMtl
1/The benefits of increased localized production for $TSLA is not cumulative, its synergistic.- Much lower shipping costs- No tarrif costs- Localized supply chain ...all contribute to lowering costs of the
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Mayur मयूर Thaker ठाकर
freshjiva
$TSLA equity valuation is not all that different from $AMZN. A quick thread. Here's how forward EV / EBITDA multiples look currently:$TSLA: 50x$AMZN: 22.5x This assumes $10 billion EBITDA in
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luis carruthers
orthereaboot
$tsla 10Q review threadPesos, definition changes, & things that should have been previously mentioned oh my:As always the thread is not in order of import/materiality1/ Start with highlights from CF
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ValueAnalyst
ValueAnalyst1
“Tesla shares could drop to $10”Adam Jonas. May 21, 2019. "Tesla has hit peak performance in the US”Shane Marcum. January 15, 2020. "Tesla to miss delivery forecast and stock to
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Tinker'tricity ⭐️⭐️⭐️
TinkerTricity
Thread: Trump, Nikola Tesla, PLVS VLTRA > Mercy & ComfortQ1009The WALL means more than you know.The FIGHT for the WALL is for so much more.QQ765Watch the water.QShall we play a
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CoverDrive
CoverDrive12
1/ By now, everyone knows that $TSLA's real-world driving range is significantly less than their advertised range. How did that happen? I have my own theory.https://www.edmunds.com/car-news/electric-car-range-and-consumption-epa-vs-edmu
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green
greentheonly
The recent rear-ending accident video I uploaded generated a lot of questions that could not be answered adequately with limited logs available at the time.Had to resort to some dark
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