NEWS: @TroyTeslike shared some info on his Patreon from his sources:

1: Tesla will start exporting Model Y from China to Europe in early Q3 2021. The reason that was mentioned was that there is a big MY order backlog in Europe and there are some delays with Giga Berlin

so Tesla wants to start deliveries with exports. Also, Model Y production in Shanghai will ramp up in Q3, and production targets are very high for Q3 and Q4 but no specific number was mentioned.

2: Model S Plaid will be exported to Europe in October.

3: Tesla is still planning to shut down Model Y production at Fremont when Giga Texas starts making the Model Y 2.0. However, they are now considering whether the shutdown will be temporary or permanent.

Originally the plan was that Tesla would build a new general assembly line, the GA5 line at Fremont for Model Y which would allow them to remove the two tents where Model Y is currently built.

4: Texas Model Y will be slightly different than the Berlin version.

5: Model Y production in Shanghai has a Build Failure Rate of less than 3% which is exceptionally low in the industry. The target for Model Y 2.0 in Berlin is less than 2%.

You can support @TroyTeslike on Patreon here. He does great work:…
Troy said people were welcome to share this info on Twitter.

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More from @SawyerMerritt

24 Feb
Today ARK bought 177,214 shares (worth over $123.8m) of $TSLA for their ARKK ETF. In addition, ARK also bought 11,893 of $TSLA (worth over $8.3) for ARKQ ETF. Lastly, ARK bought 51,441 $TSLA for their ARKW ETF,worth over $35.9m. In total ARK bought over $168M of $TSLA today.

ARK bought way less than I thought they would, but ARKK is close to 10% $TSLA weight at 9.73% so they probably didn't wanna go "all in" to jump up to 10%. They'll buy more if any further dips occur.
Disruptive innovation is inherently volatile. ARK takes advantage of trading opportunities that that volatility presents. ARK is an active manager after all.
Read 6 tweets
23 Feb
Today ARK bought 183,707 shares (worth over $131m) of $TSLA for their ARKK ETF. In addition, ARK also bought 27,350 of $TSLA (worth over $19.5m) for ARKQ ETF. Lastly, ARK bought 62,048 $TSLA for their ARKW ETF,worth over $44.3m. In total ARK bought over $195M of $TSLA today.

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I'll have the more accurate aggregate numbers later. Including that, ARK bought more than $200M of $TSLA today.
Read 4 tweets
12 Feb
BREAKING: In a new 13G filing, it was reveled that Elon Musk now owns 227,131,935 $TSLA shares. This means Elon Musk now owns 22.4% of Tesla stock currently valued at about $185.4B.

"Amount beneficially owned: 227,131,935 shares which includes (i) 170,492,985 shares of Common Stock held by the Elon Musk Revocable Trust dated July 22, 2003 and (ii) options to purchase 56,638,950 shares of Common Stock that are exercisable within 60 days of December 31, 2020."
Read 4 tweets
11 Feb
BREAKING: Joe Rogan has just released a brand new 3 hour a 24 minute episode with Elon Musk. They cover topics such as Tesla, SpaceX, Neuralink and many more.…
It is not on Youtube yet because Rogan signed a deal with Spotify a while ago, but it is a video podcast on Spotify.
Thx @franklesK for the tip!
Read 4 tweets
10 Feb
NEWS: Morgan Stanley analyst Adam Jonas just came out with a new brief Tesla report few minutes ago:

"From our perspective, at least, we’d say the chances of there not being a material shortage of battery cell capacity relative to demand is remote."

Full report is below:

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Read 5 tweets
10 Feb
When ARK Invest releases their new annual Tesla research report in a few weeks and if it includes an increased price target, I think that is the next “catalyst” for $TSLA. Based on their probability table, I’d be surprised if they didn’t up their price target for 2025.

Certainly probabilities have changed since they released that probability table in Jan 2020. A ton more people follow Cathie and ARK invest then they did a year ago. They have the largest actively managed ETF on the market. Their inflows lately have been massive.

So depending on what is in the report, that could potentially help push $TSLA higher. Can’t wait to read the report! 📈
Read 4 tweets

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