Anonymous
Post 08/10/2025 14:00     Subject: Re:Is $TSLA a buy here?

Anonymous wrote:

https://driveteslacanada.ca/energy/tesla-land...ending-psc-approval/

This will continue in other states as data centers are built and energy is needed. And AI is not going away. Businesses will tailor it to their own needs. Right now it's broad, but it will become more specific to industries.


The Chinese do batteries much better vs Tesla.


Maybe that's why Tesla is using some of the Chinese batteries. From AI:

"CATL (Contemporary Amperex Technology Co., Limited): This is the world's largest battery manufacturer and a major player in energy storage. CATL is a key competitor to Tesla in the energy storage market, both in China and globally, according to CNBC. In fact, CATL is reportedly supplying battery cells and packs used in Tesla's Megapacks in China."
Anonymous
Post 08/10/2025 13:55     Subject: Re:Is $TSLA a buy here?

Anonymous wrote:

https://driveteslacanada.ca/energy/tesla-land...ending-psc-approval/

This will continue in other states as data centers are built and energy is needed. And AI is not going away. Businesses will tailor it to their own needs. Right now it's broad, but it will become more specific to industries.


The Chinese do batteries much better vs Tesla.


The state of GA must not think so. Or maybe they don't like that 35% tariff.
Anonymous
Post 08/10/2025 12:13     Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
https://driveteslacanada.ca/energy/tesla-lands-2-7-billion-megapack-deal-with-georgia-power-pending-psc-approval/

This will continue in other states as data centers are built and energy is needed. And AI is not going away. Businesses will tailor it to their own needs. Right now it's broad, but it will become more specific to industries.


The Chinese do batteries much better vs Tesla.
Anonymous
Post 08/10/2025 12:07     Subject: Re:Is $TSLA a buy here?

https://driveteslacanada.ca/energy/tesla-lands-2-7-billion-megapack-deal-with-georgia-power-pending-psc-approval/

This will continue in other states as data centers are built and energy is needed. And AI is not going away. Businesses will tailor it to their own needs. Right now it's broad, but it will become more specific to industries.
Anonymous
Post 08/05/2025 03:23     Subject: Is $TSLA a buy here?
Anonymous wrote:Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.


This is the dumbest thing I've seen posted in a long while. If you think AI is hype you must live under a rock somewhere (or perhaps even be a rock). It's like reading "when this whole computer thing turns out to be..." "when this whole internet thing turns out to be..." "when this whole smartphone thing turns out to be..."
Anonymous
Post 08/04/2025 20:53     Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.


The batteries are not necessarily about AI. Utilities are using them instead of using plants for example. It's about energy storage.


But electricity demand was projected out by ev adoption. With that waning, it changes the value proposition


AI uses way more electricity than EVs. Hell even crypto probably uses more.


I’m talking about grid electricity where having your own battery pack is useful.

AI data centers are colocated with power source.


All data centers to date that I am aware of are using grid electricity. There has been talk of colocating with power sources but I don’t think any have actually done it in a way that the power is off grid.


Yes, they are building in poor cities like Memphis where the citizens won't do anything about rolling blackouts to keep the AI power going.


I was thinking they would follow the example of Google data centers but AI is more ruthless market


Trump crushed their dreams about meeting the power demands of AI so they have to take a more aggressive approach.
Anonymous
Post 08/04/2025 20:00     Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.


The batteries are not necessarily about AI. Utilities are using them instead of using plants for example. It's about energy storage.


But electricity demand was projected out by ev adoption. With that waning, it changes the value proposition


AI uses way more electricity than EVs. Hell even crypto probably uses more.


I’m talking about grid electricity where having your own battery pack is useful.

AI data centers are colocated with power source.


All data centers to date that I am aware of are using grid electricity. There has been talk of colocating with power sources but I don’t think any have actually done it in a way that the power is off grid.


Yes, they are building in poor cities like Memphis where the citizens won't do anything about rolling blackouts to keep the AI power going.


I was thinking they would follow the example of Google data centers but AI is more ruthless market
Anonymous
Post 08/04/2025 19:59     Subject: Re:Is $TSLA a buy here?
Anonymous wrote:

Anonymous wrote:
From recent news accounts, having him enter rehab, might also help "keep Elon's Energies focused."

https://www.nytimes.com/2025/08/04/business/t...musk-29-billion.html

Tesla Grants Musk $29 Billion in Stock to ‘Keep Elon’s Energies Focused’
The “interim” package announced on Monday was intended to help retain Elon Musk, whose previous pay plan was invalidated by a judge.


Musks and Tesla board are in a mutual hostage situation.

Of course they have nothing without the Musk cult and fanboys boosting the stock and buying cars and dreaming of robots.

And Musk can cripple them by unloading his huge share (and doesn’t he have controlling stock like Facebook)?


He's not allowed to sell it for at least 5 years after he gets it.


I was referring to why they gave it to him — without that limitation he could get up to all mischief.
Anonymous
Post 08/04/2025 18:58     Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.


The batteries are not necessarily about AI. Utilities are using them instead of using plants for example. It's about energy storage.


But electricity demand was projected out by ev adoption. With that waning, it changes the value proposition


AI uses way more electricity than EVs. Hell even crypto probably uses more.


I’m talking about grid electricity where having your own battery pack is useful.

AI data centers are colocated with power source.


All data centers to date that I am aware of are using grid electricity. There has been talk of colocating with power sources but I don’t think any have actually done it in a way that the power is off grid.


Yes, they are building in poor cities like Memphis where the citizens won't do anything about rolling blackouts to keep the AI power going.
Anonymous
Post 08/04/2025 18:50     Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.


The batteries are not necessarily about AI. Utilities are using them instead of using plants for example. It's about energy storage.


But electricity demand was projected out by ev adoption. With that waning, it changes the value proposition


AI uses way more electricity than EVs. Hell even crypto probably uses more.


I’m talking about grid electricity where having your own battery pack is useful.

AI data centers are colocated with power source.


All data centers to date that I am aware of are using grid electricity. There has been talk of colocating with power sources but I don’t think any have actually done it in a way that the power is off grid.
Anonymous
Post 08/04/2025 18:46     Subject: Re:Is $TSLA a buy here?

Anonymous wrote:
From recent news accounts, having him enter rehab, might also help "keep Elon's Energies focused."

https://www.nytimes.com/2025/08/04/business/t...musk-29-billion.html

Tesla Grants Musk $29 Billion in Stock to ‘Keep Elon’s Energies Focused’
The “interim” package announced on Monday was intended to help retain Elon Musk, whose previous pay plan was invalidated by a judge.


Musks and Tesla board are in a mutual hostage situation.

Of course they have nothing without the Musk cult and fanboys boosting the stock and buying cars and dreaming of robots.

And Musk can cripple them by unloading his huge share (and doesn’t he have controlling stock like Facebook)?


He's not allowed to sell it for at least 5 years after he gets it.
Anonymous
Post 08/04/2025 13:18     Subject: Is $TSLA a buy here?
Anonymous wrote:From recent news accounts, having him enter rehab, might also help "keep Elon's Energies focused."

https://www.nytimes.com/2025/08/04/business/tesla-elon-musk-29-billion.html

Tesla Grants Musk $29 Billion in Stock to ‘Keep Elon’s Energies Focused’
The “interim” package announced on Monday was intended to help retain Elon Musk, whose previous pay plan was invalidated by a judge.


Musks and Tesla board are in a mutual hostage situation.

Of course they have nothing without the Musk cult and fanboys boosting the stock and buying cars and dreaming of robots.

And Musk can cripple them by unloading his huge share (and doesn’t he have controlling stock like Facebook)?

Anonymous
Post 08/04/2025 11:34     Subject: Is $TSLA a buy here?
From recent news accounts, having him enter rehab, might also help "keep Elon's Energies focused."

https://www.nytimes.com/2025/08/04/business/tesla-elon-musk-29-billion.html

Tesla Grants Musk $29 Billion in Stock to ‘Keep Elon’s Energies Focused’
The “interim” package announced on Monday was intended to help retain Elon Musk, whose previous pay plan was invalidated by a judge.
Anonymous
Post 07/31/2025 10:57     Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.


The batteries are not necessarily about AI. Utilities are using them instead of using plants for example. It's about energy storage.


But electricity demand was projected out by ev adoption. With that waning, it changes the value proposition


AI uses way more electricity than EVs. Hell even crypto probably uses more.


I’m talking about grid electricity where having your own battery pack is useful.

AI data centers are colocated with power source.
Anonymous
Post 07/31/2025 10:55     Subject: Is $TSLA a buy here?
Ha ha someone took a big drink of the kool aid yesterday and got to work posting here.