Wednesday, September 30, 2020

 tesla notes end of september 2020.


Most of the hoopla right now is about battery day but there are other things going on as well.

4% drop in solar roof price.

27% drop in first powerpack, the medium sized ones. so far unable to confirm if the price of the second through n ones has stayed the same.

10%ish drop in price to made in China model 3 expected tomorrow.

China plant is adding a third shift after next week, to supply korea, which benefits fremont. Battery news from China expected soon but I don't have firm news on that yet.

Waiting on production and delivery numbers for Q3, expecting around 140K. 

I have 2 calls for next week, one at 420 in the money, one at 485 way out of the money. Up 500ish overall. no, up $850 right now.

Meanwhile spacex is proceeding with starlink, which will probably IPO eventually. That was on, then off, now on again. 

And crew dragon will take its second batch of astronauts to the space station soon.

Boring company has expanded the types of tunnels it sells, plain, utility, pedestrian, bike, freight etc. 

Gertrude is doing well at neuralink.

Construction is going well at Berlin, Austin, Nevada, Fremont, and China. Unclear if changes in progress at Buffalo.

I should do an entry on some of the battery day topics. This one was because there is too much to remember all at once if I don't write it down. I may have forgotten something, if so I'll come back and edit.

Share price today around $429.


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