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What Jim Chanos Gets Wrong About Tesla
Susan Miller 2/12/2018 12:03:37 PM

You offer much food for thought @[Brian Ramsey](user:59104). I hadn't put much though into it, but it is highly suspicous that #Tesla does not collect telemtry data. I suspect they do, but do not make that information publicly known to protect themselves from lawsuits. That being said, I do think $TSLA has some potential.

What Jim Chanos Gets Wrong About Tesla
Dick Kaplan 2/12/2018 12:01:20 PM

@[Gary Anderson](user:4798), I don't think #autonomouscars are a scam, it is just that there is a long way to go. But of the companies trying to dominate this space, wouldn't you say that #Tesla is one of the most likely to eventually succeed? I believe it will simply take much longer than they let on. $TSLA

An Open Letter To Elon Musk
Doug Morris 2/12/2018 8:44:56 AM

It sounded like #Musk was shocked that the launch even worked. At the very least it boosted confidence in his abilities as well as the likely success of all of his companies. Bullish on #Tesla. $TSLA.

What Jim Chanos Gets Wrong About Tesla
Brian Ramsey 2/12/2018 5:56:12 AM

You are long #Tesla due to their Autonomous driving advantage. Let's stick with that since the horrific financials don't seem to bother you.

Tesla collects data from its cars as they are driven and occasionally driving themselves. However, when there has been a crash of a Tesla driving itself, we have never seen the video of the crash. That is because Tesla's cars are not collecting video despite having only "optic sensors". It would require a large bandwidth or decent sized storage capacity for video for Tesla to be collecting useful data from its cars. I am not seeing either of those in the teardown of the Tesla autonomous driving board.

I think it fairly obvious that Tesla cars merely collect telemetry data to record what the driver or car did prior to an accident. That data isn't useful enough to train a car how to drive itself.

While other autonomous car developers are using custom servers and the best boards and chips that #NVidia can design, Tesla is making noises about making their own custom chip from scratch (#Intel isn't able to compete with NVidia or #AMD, but suddenly Tesla can?) or switching to cheaper AMD parts.

Tesla's autonomous driving capability is hype and a willingness to endanger its customers. That ought to make you suspicious about the rest of the company, sadly I doubt that it will.

Autonomous driving Level 4 and 5 is coming in the next two to three years, but Tesla is at the back of the pack and not improving from Level 2.

If they refuse to sell their $TSLA stock, what TSLA stockholders ought to do is protect their investment with long protective puts. And please diversify so that Tesla's auditors declaring a "going concern" won't destroy your retirement portfolio.

Tesla's New Exec Comp Plan Means It’s Time To Short This Stock
David Reynolds 2/6/2018 4:40:41 PM

I know #Tesla is far from a perfect company, but what would it take for you to be more bullish on $TSLA? As you can tell, I'm a fan of the company, despite its shortcomings.

Uninvestable Tesla
Anastasija Janevska 1/16/2018 1:56:37 PM

Why do you feel so strongly? Doomed is a very harsh word. I don't think $TSLA is going away any time soon.

Why Is Apple In Talks With Sharp For OLED Displays When It Will Likely Be Buying From Samsung?
Harry Goldstein 1/16/2018 12:07:18 PM

Good question. Being that a major component of these batteries is #cobalt, I wonder how that increased demand will affect other companies dependant on this resource, such as #Tesla.

$AAPL $TSLA

Uninvestable Tesla
Danny Straus 1/3/2018 10:17:16 PM

Get me my rock! Bullish on $TSLA

Tesla Gets DHL Deal
Barry Hochhauser 11/28/2017 11:31:32 PM

Thanks for a dose of reality exposing this #Tesla / #DHL deal for what it really is... not much to write home about. I like $TSLA but would love to see the company make more progress.

Tesla Motors - Did It Go Too Far?
Michael Molman 11/3/2017 6:23:57 PM

The problems #Tesla is experiencing now have been long coming. As soon as the company committed itself to manufacturing a mass market car it was obvious cash flow problems were going to occur. Think this stock is heading down fast! $TSLA

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