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TeslaCharts
@TeslaCharts
, 5 tweets, 2 min read Read on Twitter
1/ Had the AMAZING pleasure of meeting @Latrilife in person this week and our #SGF energizer bunny did not disappoint. Follow along....
$TSLA $TSLAQ
2/ First, his amazingly detailed summary of the utter demand collapse at a premiere $TSLA delivery center - Marina del Rey. Down to one car every other day. You can't make this up. $TSLAQ
3/ But most interesting to me, down the road, right near the SpaceX/Boring Co tunnel, sits 700+ Model 3s hidden in a mostly dead mall parking garage. Sus bro. Very sus. $TSLA $TSLAQ
4/ Here is a map of the relevant places. $TSLA $TSLAQ
5/ Who are you going to believe? Corrupt stock pumpers with $450 price targets and broken 'superchargers as MOAT' bullshit pieces or a boots-on-the-ground $TSLAQ hero like @Latrilife? Trade carefully.

$TSLA
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More from @TeslaCharts see all

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TeslaCharts
@TeslaCharts
1/ When Elon settled fraud charges with the SEC over the 420 tweet, one of the things they made him do was promise to never commit fraud again. How’d he do on the Jan 30 earnings call? Find out for yourself in this thread. But first, read my disclosures. $TSLA
2/ Here is the key “I won’t commit fraud again” pledge from the SEC settlement. Seems plain enough. Do not be a serial, knowing liar about material facts any more, ok? $TSLA
3/ One could argue that there is nothing more material to the $TLSA story today than demand. What is the true demand of the Model 3 and S/X? The answer to this question could determine the very solvency of the company.
Read 19 tweets
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TeslaCharts
@TeslaCharts
1/ In this thread, I cover much of what I think I know about VINs. If I do my job correctly, you’ll fully understand the ‘aha moments’ that come later. But first, read my disclosures.
$TSLA #ExplainTheVINs
2/ Every vehicle produced has its own unique vehicle identification number. VINs can tell you a lot about a car, including the manufacturer, vehicle attributes, model year, and so on. Read more here:

en.wikipedia.org/wiki/Vehicle_i…

$TSLA
3/ Here’s an example of a $TSLA Model 3 VIN. I’ve partially decoded some of what the VIN means (the important parts).
Read 30 tweets
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TeslaCharts
@TeslaCharts
1/ “Tesla sold an epic 22,250 Model 3s in September in the U.S. The Model 3 now stands alone as one atop the sales chart... The YTD tally so far stands at 78,132. An untouchable figure.” @InsideEVs

"8,048 Model 3 vehicles were in transit to customers at the end of Q3" $TSLA
2/ “For our second data set, we scoured the internet for VINs posted by people on social media—Reddit, Tesla Motors Club and other websites frequented by Tesla customers and fans.” @TSRandall

$TSLA #ExplainTheVINs
3/ $TSLA #ExplainTheVINs

@wsj @cnbc @nytimes @latimes @FortuneMagazine @business @FTAlphaville @ReutersBiz @businessinsider @zerohedge
Read 3 tweets

Related threads

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People's Grain
@GrainSurgeon
🔮 $TSLAQ Was Right 🔮

We've been called every name in the book, we've been doxxed, ridiculed, and doubted. But in my time here, I've learned that WHEN $TSLAQ SAYS SOMETHING ABOUT MUSK'S EMPIRE, BELIEVE THEM!

Here is a collection of examples in which $TSLAQ was right
🔮 $TSLAQ Was Right 🔮
When we said the Glovis Captain only had 1500 cars on board.

🔮 $TSLAQ Was Right 🔮
When we said there would be layoffs at Tesla in Q1

(my prediction wasn't the first but I can't find the other ones)
Read 27 tweets
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Mark Johnston
@CovfefeCapital
1/10 Dallas staging lot update: Another 48 hours since my last update. Lot is filling up with off-lease vehicles. Very few vehicles turning over so far this week.
#SGF #SGFReport
$TSLA $TSLAQ
2/10 Many of the trade-ins have departed for auction. Trade-ins stand at 6 (-4). No new trade-ins have hit the lot.
3/10 There has been a somewhat significant rise in prepped vehicles over the past week. Prepped cars on the lot now stands at 40 (+6). This has been a somewhat meaningful jump from the ~22 vehicles of 3 weeks ago.
Read 11 tweets
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irony of life
@InvestorSwan
$tslaq $TSLA So despite doubling revenue from $8.5 bil to $17 bil, the operating expense did not change ? $3.8 bil to $4.4 bil. AWESOME. They were just extremely inefficient in 2017! GAAP profits, please take a note of this!!!
$TSLA $TSLAQ @Tesla The highest sales for the quarter needing highest capacity and the Capex the lowest!😂😂
😂 $tsla $Tslaq @tesla 60% people took the cars without a test drive and we sold them $60K lemons. We will continue to use this effectively through our network!
Read 15 tweets
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K tex
@Thereal_ktex
#SGF report: talked to someone who works in bld next to lot. Hasn’t seen that many deliveries I. Awhile. Probably 2 weeks
Less inventory than before, more organized. I get around 120-130 total cars give or take 10 to the upside
Syosset NY location, these photos obviously overlap
Read 12 tweets
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Almington Capital
@AlmingtonCap
1/ Brief thread on $TSLAQ production & demand. These are 2 sides of the $TSLA narrative. It needs exponential growth in production AND the demand to absorb said production for the huge market cap to hold. We already know production has stalled out. Just look at Bloomberg's model.
2/ As we know all too well (and as we've repeatedly recounted), production can't be sustained at the rates @elonmusk has promised. Long gone is the 7k burst wk, let alone the 10k/wk M3 promises. Even the 5k/wk "sustained" rate has proven ephemeral. $TSLA
seekingalpha.com/article/422594…
3/ Thanksgiving was the last week of $TSLA "production hell", in which Elon fought to show a 1k/day extrapolation. Evidently, that particular flavor of flimflam has gone out of style. Unsurprising, since such bursts have proven busts time and again. $TSLAQ
seekingalpha.com/article/422460…
Read 10 tweets
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KillingMyCareer
@MelaynaLokosky
Alright, let's do this again:
SEC = Civil
If SEC finds criminal activity they kick to
DOJ = Civil + Criminal
By the time DOJ subpoenas are served civil is known.
Goal of civil is to get enough information to indict on criminal through a grand jury.
$TSLA #Tesla
By the time DOJ subpoenas are served the target(s) of the criminal investigation have already had their trash dug-through by FBI agents for months.
$TSLA #Tesla
By the time DOJ subpoenas are served in criminal investigations most former employers of significance have been interviewed in exchange for immunity. As part of their immunity deal they MUST cooperate with the feds which includes in some cases wearing a wire.
$TSLA #Tesla
Read 25 tweets

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