Day trader | Intraday velocity on clean tape, tight risk, regime-aware, no overnights, flat W/Es. Technician, technology, horticulturalist, Tesla M3P. SpaceX.
Gawler, South Australia
- Tweets 15,263
- Following 702
- Followers 971
- Likes 52,270
Just got back in the car at Bunnings and a lady come up to the car.
Taps on the boot lid, so I put the window down.
"You know it's illegal to leave a dog in the car on a hot day?"
"It's not, actually", I say. "I have Dog Mode..."
Blank look from the lady. "Oh? What's that?"
So after explaining, she says, "Oh, that's marvelous - sorry for the intrusion. What a lovely dog..."
π
Score one for Tesla Dog Mode. Put her in her place.
60
29
833
119,414
Shame on you, @60Mins Australia. What a pathetic effort...
Firstly, they drag out an old NYT article from years ago that is very obviously a hit piece on Elon Musk.
Secondly, there is no attempt to give an update as to the progress of AutoPilot or FSD since the time of this report.
Finally, at the end, they promote their presence on Facebook, Instagram and TikTok, deliberately avoiding to mention they have an account here on X.
The bias, is astounding, to say the least.
Elon Musk's Crash Course 9now.com.au/60-minutes/seasoβ¦
87
27
356
32,278
π¨DOG MODE causes havoc in Supermarket Car Park.
Again...
Got back to the car after I did some shopping, to be greeted by half a dozen concerned citizens.
"Hey guys, what's up?", I say.
"Oh, sorry mate, the cops and the council have been called - but that was before we noticed the Dog Mode display on the screen in your car", said an old dude.
Then two more lads turned up looking like they wanted a piece of me. And the old dude steps up saying, "Relax, it's fine, it's electric, it's a Tesla, the air con is on and it's 21 inside".
One of the young lads put his hand through the open window to check, and just huffed, turned, and walked away, without a word.
I chatted with the others for while, who all thought it was a pretty cool feature. And I thanked them for their concern, and that it was very much appreciated.
Haven't heard from the cops or the council yet, but I'm sure my rego was noted, so we'll see...π€·ββοΈ
29
17
283
60,718
Imagine chatting with the second richest man in the world, calling him "Dude". π³ππ
14
122
34,635
Fine as a temporary solution, but no way I'd be happy with that as a permanent fix on a $100k+ car....π€·ββοΈπ€¦ββοΈ
35
2
111
90,699
Your opinion, whilst appreciated, is not worth paying for, since it's extremely unlikely to effect my investment thesis.
4
117
4,457
Please give both sides of the story. There is in fact real risk with SpaceX's proposal. A nine fold increase in "Out-of-bounds-emissions" is not insignificant at all.
βHere, SpaceX has not shown good cause to grant its Waiver Request, as its proposed ninefold increase to the allowable SCS OOBE PFD limit would cause unacceptable harmful interference to incumbent terrestrial mobile operations,β AT&T said.
Meanwhile, Verizon told the FCC: βSpaceXβs proposal would undermine the Commissionβs core goal of protecting incumbent terrestrial licensee operations from SCS satellite operations in adjacent bands by subjecting them to harmful interference.β
Don't get me wrong, I applaud SpaceX's Starlink, I have one myself, but their D2D (direct to device) mobile phone service is being retrofitted to satellites that were not intended for the purpose and have definite shortcomings.
AT&T and Verizon have partnered with AST Spacemobile who have developed D2D technology from the ground up, so there is no interference concern.
I'm sure the FCC will make the right decision, but there's an increasing likelihood that Starlink will have to operate a subpar service to stay within the rules.
8
2
88
6,767
πTo the women of X - we support you!
It was recently brought to my attention AGAIN, by my close and dear friend, @OpenskiesX , that...
"the narcissistic male personna is alive and well on X".
I find this extremely troubling and abhorrent, and I find myself compelled to express my concern and call for other like-minded people to propagate my thoughts in the hope of quashing this trend.
In my 13 years here on Twitter/X, I have seen this traite worsening, and it's unequivocally and completely unacceptable behaviour.
Women in particular are targeted either because of their looks, or simply because they are women, and are probably thought to be soft targets for harassment. Whilst there are some strong female personas here who are quite capable of defending themselves, there are many who find it terribly upsetting.
I all too often find myself coming to the aid of women subjected to this disgusting behaviour that is perpetrated by weak, pathetic cowards, who would not dare to make such rude, lewd and down right nasty comments direct to a person's face.
What this boils down to is simply RESPECT and COMMON DECENCY.
I don't think it's too much to expect respect from all users on this platform. So I ask my followers to rise to this challenge and relegate these cowards impotent. Expose them for the scum that they are.
To the women on X who are affected by this atrocious behaviour (I'm sure there are many of you), know that you will always have my support and that of the majority of men here on X, and don't let these idiots win by making you feel uncomfortable or threatened. Or worse, to stop posting and replying at all. Use the tools that X provide to protect yourself if necessary and call for help if you need.
X is already dominated by males and we need far more female voices here, not fewer, to balance the gender bias. I've always found women to offer an extraordinary range of valuable insights. To put it crudely, their brains are wired different and it is so important to understand and embrace this difference, so we all may grow and learn to become better versions of ourselves.
Sorry for the rant, but sometimes things just need to be said.
37
9
84
15,249
Woohoo. All set up and speeds are on fire π₯. At least compared to the 50 max. I was previously limited to. π
9
5
68
51,478
That's a lot of hover time. Still a way to go to catch SpaceX, otherwise their mass to orbit will be insignificant, if they have to carry that much fuel for landing.
8
78
12,049
And to hit their world wide target of 2 mil units in 2023, Tesla have to average 3.8 cars per minute.
I have no doubt they can do this...
Giga Berlin hasn't finished ramping yet. In fact, Tesla are increasing production from all plants continuously.
Fremont even producing way more cars than it was designed to do when it was NUMI (run by GM/Toyota).
3
6
75
23,068
Mary must have missed the Tesla Investor day event. You know, the one where Elon said Tesla's next gen car, built in a brand new factory in Mexico, would cost half that of a Model 3 to produce. And by 2025.π€·ββοΈπ€¦ββοΈ
4
62
2,627
Typical selfish american attitude... What about the dozens you could infect without even knowing?
2
2
51
Or you can put your money to work in a bull market that $TSLA is not taking part in while you wait for them to get it together.
Time is an opportunity cost.
Just look at what the markets have done in the time $TSLA has languished sub $200.
Nothing wrong with exiting when the price is languishing and reentering later when it recovers. I don't care if I don't reenter at the bottom, since Tesla will eventually become the largest company on the planet.
9
1
42
9,713
It's about bloody time... π
6
4
45
1,945
Can't argue with the specs. Can they ramp production? And the price? Are the questions.π€π€·ββοΈ
9
48
38,406
Koreans are very big on Karaoke, it's almost an obsession, so I'm not surprised.
I could not escape it when I was there, there is no saying no, no matter how badly you hold a tune...
It was a lot of fun with my Korean colleagues though.π
2
1
47
10,744
That is in fact the case. And Dog Mode is such an awesome feature, that's so underrated. It's one of the major reasons I pulled forward my plan to buy my car.
1
1
49
2,395
Seems you may have had your too far up an Aerospike nozzle, to have missed this news...ππ
2
44
No..No, You misunderstand - Elon is the richest, and wouldn't mind, but try that with the second richest and see where you get...π³π
3
43
9,677
Elon has stated many times in interviews that he welcomes, and even encourages constructive criticism and negative feedback.
It's who he is.
21
41
30,535
EV parts supplier Forvia (Forvia.com) shows their version of Tesla's "Octovalve" at The Battery Show in Michigan.
Just take a moment to look at the differences in the component density of each part.
Even with an Octovalve to learn from, they still struggle to achieve Tesla's level of integration and innovation.
$tsla #Tesla @teardowntitan @Autoline @OpenskiesX @amy787 @herbertong
ALT Forvia
ALT Tesla Octovalve
3
2
38
8,864
This is what we're up against, and it's horrifying!
@OpenskiesX
1
2
35
1,580
You really have no idea what you're talking about. I can drive all day without touching the brake pedal. The recommended brake service by Tesla is purely to lubricate the brake calipers, because they can become a little "sticky" in their movement since they are not used often.
2
31
1,790
You better make sure you're looking pretty fit and it's not too cold, so as not embarrass yourself in a few weeks time...
1
31
I have my PC screensaver set to randomly show photos stored on it. It has brought back some very special memories for me, so I thought I'd share with you here, some of those memories.
5
2
19
2,106
Yep! It's pretty cool to be spreading the word in these kinds of situations.
Dog Mode is an awesome feature. π
30
3,764
This is absurd, that women cannot have their own space. Well said, Senator.
@OpenskiesX
2
3
28
795
So, Iβm taking the M3P to the track in October.
Recently introduced regulations require that a 2kg fire extinguisher be mounted inside the car within reach of the driver.
The mounting must withstand 25g of force.
I didnβt really want to drill holes in the car, so I came up with this.
8
1
31
2,444
Rocket Lab ROCKS. They are not SpaceX competitors, but show the same innovative thinking - love it....
28
LOL! I don't even think we need @CommunityNotes to refute this one...
1
24
8,202
I think you know what he means - and it's absurd to say sand and rocks are toxic. Sure, fine dust can complicate respiratory problems, but rocks? Come on...π€¦ββοΈ
1
27
1,335
This is not FSD, it's AutoPilot, which has not been updated for a couple of years.
FSD will function in a wider range of conditions.
All engineering efforts are focused on FSD at the moment.
Haven't heard when any AutoPilot improvements are coming. π€·ββοΈ
4
28
1,470
Yep. I understand they also turn on the A/C in empty office buildings at night to utilise over supply, rather than wind down the generators.
If only we could somehow store that energy... Any ideas?π€
7
23
4,003
Any numbskull been through a car wash with the windows open?
I mean other than me, of course π€ͺ
13
29
1,463
This article looks to be almost a year old - they may have changed their tune by now. Especially considering Ford and GM's recent financial reports.
But, probably not...π€·ββοΈπ€¦ββοΈ
1
27
1,676
All is not yet lost in Australia.
@elonmusk
@OpenskiesX
BREAKING: Fed court has refused the eSafety Commissioner's request for an injuction to make @X remove the Bishop Mar Mari stabbing video globally.
Big win for free speech!
1
24
634
"Never", is a very long time. Have SpaceX/Musk ever failed to deliver what they said they would?
You don't seem to understand the reason they do it this way...
28
A great thread from Amy @SF___Tahoe, once again.
Outlining Tesla's strengths in manufacturing and overall production and sales strategies.
Tesla is managing towards the end goal of what S3XY pricing will be once Highland is released. π§΅
Tesla pricing strategy considers the following components:
πΊCLEAR OUT PARTS INVENTORY
(specifically inventory on parts that will no longer be needed down to 0. Remember Tesla is moving to warehousing rather than just in time parts delivery) in advance of Highland 3 and with other production/design innovations like the new electric powertrain moving into production (note the Hairpin motor of the cheaper powertrain already appeared on Paperwork Tesla filed with the government in Germany)
πΊTESLA ALWAYS PASSES ON LOWER COSTS TO THE CUSTOMER:
A few known COGs improvements include more productions with Dual Castings. A Dual Castings EV has fewer parts and steps & costs less to produce, in less time. Tesla has more structural pack battery deals in place (CATL Shanghai, BYD Berlin, 4680 US) allowing more dual castings. Another known COG improvement: The new electric powertrain is also cheaper. Also: Highland Model 3 will be significantly cheaper to produce. Tesla continuously removes steps and drives down costs. Also raw material prices coming down as Covid-induced inflation falls off. Tesla indicated plans to renegotiate many supply deals this summer for lower costs. Higher volumes also offers scale discounts. Tesla always passes on cost improvements to consumers.
πΊ MODEL 3 HIGHLAND APPEARS IMMINENT.
Tesla Shanghai laying off battery pack assembly workers from 1 of 3 assembly lines. Note CATL will be supplying assembled structural packs (announced by CATL, but not Tesla). CATL is a Tesla supplier on the impact report. Chinese media announced the CATL M3P structural packs will be used in the Model 3 Highland out of Shanghai, and then maybe the Model Y.
πΊ TESLA MANAGING TO END GOAL OF S3XY PRICING WITH HIGHLAND MODEL 3.
All the prices in a manufacturers product line up need to make sense together, IE a Model 3 canβt be more expensive than a Model Y (even though it has cost more to produce) and similarly a Model Y canβt be 20K more than a Model 3 unless it offers 20K more in value. The Highland will cost less to produce and is likely planned at a very attractive price point, which will impact the overall lineup.
πΊLOGISTICS MANAGEMENT.
Tesla is flattening the delivery wave. Small price cuts can sell more vehicles local and therefore reduce Teslaβs delivery costs and ease logistics. Tesla said small price cuts generate a high volume of orders. And small price raises also create more orders (FOMO of having missed the lowest price).
ZOOM OUT! Some may misinterpret price moves as a βDEMAND ISSUEβ. Patently FALSE after Teslaβs record quarterβwith Model Y likely remaining the Worldβs Best Selling Vehicle for the first half of the 2023.
1
1
27
3,412
"GM said in a statement that it will be βdonating its resources at cost.β"
Is that really how "Donations" work?
2
4
26
That's a fair dinkum Yabby, Mate... π¦πΊ Chuck 'em on the barbie, while downing a few tinnies...π
1
25
1,619
Yummm. Roast boneless leg of lamb, done in my 35 year old charcoal Webber.
I still got it. π
7
24
505
I may have let the side down here, but only by 1.3 - there's still time...π€π³ Right?
3
1
26
103,856
Happy Birthday JESS!!!π₯³ππ
@Openskies13
πYou are simply an amazing person.
πYou have such a warm heart.
πAnd a beautiful soul.
πThe world is a better place with you in it.
πI am so honoured to have you as a friend.
Have a great day...
Oh... And Twitter's most gorgeous Stocks Astrologer. π€ͺ
9
1
22
2,214
There are a lot of people yet to understand this about Elon.
He truly does care for humanity and will do everything he can to ensure its survival, even at his own peril.
@elonmusk
Engineering is fun for me, whereas politics and posting on controversial issues feels like putting my hand on a hot stove β mega pain.
The reason I do the latter, admittedly ineptly at times, is because I think it is necessary to counteract corrosion of civilization.
4
25
838
And how much of SLS is new technology? How much of it is designed for reuse? How many can be made in a year? How many can they launch in a year?
For SpaceX's $2 Bil, you get 5 rockets in a year, with a goal of full reuse ability in a couple of years.
They cannot be compared...
1
25
1,997
Oh dear. Some fact checking required here.
EV batteries, do not explode, for one. And are 10 - 100 times less likely to catch fire in the first place, than an ICE car.
The other consideration is the quality of EVs made exclusively for the Chinese domestic market is questionable. Many would not be allowed in most western countries.
17
1
26
1,397
It's simply unprofessional.
Whatever design change has been implemented in the factory should be retrofitted the all vehicles sold.
12
23
11,048
Some people view forming an uninformed opinion, without viewing the evidence as ludicrous. But that's just some people...
1
24
546
So, last week I started dipping my toe into Options trading.
Results:
For my first 6 days until last Friday.
I bought and sold 6 calls and 2 puts. All were profitable. 100% strike rate.
Total Risked - $7,876.49
Total Profit - $6,606.43
Total P/L % - 84%
How'd I do?
13
23
3,450
Iβm loving the display of this recent addition to my garden.
Pentas lanceolata, commonly known as Egyptian starcluster
6
1
24
603
I can't for the life of me, understand why non Tesla OEMs do not provide their adapters with a foot or two of extra cable. π€·ββοΈ
6
1
26
374
Not misleading at all. It's a comparison, assuming the same source of electricity for both processes. It's irrelevant to the equation.
If it makes you more comfortable, assume coal powered electricity for both... π€·ββοΈ
22
795
π¨ Huge news for FSD imminently arriving in Australia.
Probably by end of year at the latest, by my estimation.
4
1
18
2,733
Every increase in performance means fewer engines required for flight = cheaper, faster progress. This while they're reducing complexity and cost per engine as well...
24
Don't let politics get in the way of the right choice for you. It makes no difference to Elon Musk whether you like him or not, or buy/drive a Tesla.
The only person who loses is you.
3
1
21
609
But did you notice the 4th truck right at the end, in the background, centre lane. Was doing the same as the Tesla. Just sayin' π€·ββοΈ
5
18
3,620
If you're referring to them selling? Not at all, they had to trim their position because of exceeding their fund rules around maximum exposure to a single stock.
I believe it's still their largest holding. π€
A great problem to have.
22
219
At least some people appreciate Elon's efforts... π
βΌοΈ Breaking: Elon Musk has been nominated for the Nobel Peace Prize by a MP of Norway, Marius Nilsen!
... who praised @elonmusk for being a 'stout proponent of free speech' and 'enabling' Ukraine to communicate after Russia's invasion. Marius Nilsen, MP for Norway's libertarian Progress Party, claimed to have put forward the X owner and TeslaΒ founder for his 'adamant defense of dialogue, free speech and the possibility to express one's views' in a 'continuously more polarized world'.
3
1
21
558
But it's "DOG" mode. What the hell are you doing leaving a cat in there in Dog Mode? ππ€¦ββοΈ
5
22
685
Indeed... Where is @7NewsSydney @abcnews @9NewsMelb ?
Who were all too quick to run a fake story of Teslas being stockpiled in parking lots only a few weeks back.
1
22
266
I reckon, get rid of all the bloody rules, and just go flat out for as long as you can. Last one running, wins... You know, like it would have been when cars were first invented...π€π¬
2
21
5,871
My thoughts exactly.
Who wouldn't love to go all those places with your Dad.
I hung out with Dad at every opportunity - followed him around like a lost puppy. All the while, learning and have the best time getting involved wherever I could. My earliest and fondest memories are from those days.
2
20
479
Had a great time catching up with Mark and Pablo today for a drive and walk on the beach, followed by a beer and snacks at the pub.
8
2
20
1,019
Charging at Ballarat Supercharger after first stint to Adelaide. Uphill all the way, so averaged 342Wh/km.
Next stop Horsham. Should do better economy.
4
18
959
Not as much as single use rockets - just look at how China throws away there VERY toxic boosters...π₯Ί
3
18
I don't think it's as dramatic as all that. The regulators simply need to look at the data, verify the data is valid, then put down their legal pens, and get onboard.
They may require Tesla to focus on some areas of concern for them. But ultimately, if they can't disprove the data, that clearly shows safety is indeed higher with autonomy, than without, they have a moral obligation to approve it.
1
1
20
1,377