- 69 Shades of Tesla
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- 🚀 Faithful TSLA shareholders rewarded
🚀 Faithful TSLA shareholders rewarded
Plus: New FSD version, Porsche vs Tesla, aggressive Xiaomi and more
Hey S3XY 🧤, Looks like Tesla is successfully finding more and more innovative ways to churn out as many high margin foundation series CyberTruck as possible. This would surely help them in some way to retain net margins on CyberTruck over initial ramping up of production line.
Also loyalty is being rewarded, and sure these long term holders made a bank on their TSLA holdings which would convert well for Tesla CyberTrucks.
And some other highlights from today’s letter 📨:
Weekly registration data from China.
CyberTruck in Canada.
800+ days of misery.
CATL and BYD’s battery dominance.
Let’s take a dive..👇🏻

$TSLA CHART
MARKET CAP 🤑 | 566.16 B |
---|---|
AVG VOL(30D) | 102.52 M |
VOLUME | 85.39 M |

TESLA BULLETS
Upgradation: Tesla releases v12.3 of FSD beta, replacing another 300K+ lines of explicit C++ code and Elon comments that it's better enough to be called v13.
Weekly numbers: China reported 13K Tesla insurance registrations for week March 4-10. That’s down -24.7% QoQ and up +2.5% YoY.
That’s sweet: Now you can jump over the line and get foundation series CyberTruck if you have been faithful long term TSLA shareholder.
Quick: Power supply at Giga Berlin has been restored, it will be a gradual ramp up but we may see parts of factory running by this week itself.
Expansion: Tesla starts delivering it’s Model Y in Malaysia.
Boom and bust: We might not see more CyberTrucks going on auction sites as Tesla enforces no resale clause and blacklists such owners!
Billboard on wheels: Tesla working hard for CyberTruck to land in Canada soon, confirms Rohan Patel.
Bots are coming: Tesla’s bot project “Optimus“ is evolving, see this interesting job posting from Tesla.
Analyst: Adam Jonas of Morgan Stanley released new note on “Tesla and Bitcoin” price correlation? Or say it was just coincidence Adam.
Connect with us to have more (better) content ideas of your next “note” Jonas instead of relying on “Ivy League” interns!

WHISPERS
This is Tesla’s 3rd drawdown since IPO of more than 800+ days which historically has never crossed 1000 days. Can we witness similar story repeating going forward?
Tesla has been in a drawdown for 855 days, the 2nd longest downturn since its IPO in 2010. Currently 57% below its November 2021 peak. $TSLA
— Charlie Bilello (@charliebilello)
9:27 PM • Mar 11, 2024
We haven’t seen anything from Mexico yet, meanwhile see this Tesla Corpus Christi Lithium Plant taking up shape.
The Tesla Corpus Christi Lithium plant is coming along nicely! I was able to get a new drone flight in this morning and here are a few images of how it looks today! The first half (production line 1) has most of the foundations, superstructure & work underway, while there is some… twitter.com/i/web/status/1…
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer)
2:37 PM • Mar 11, 2024
Since TSLA started trading below $190, we are seeing more positives or say at least balanced commentary on TSLA from big money (institutions). Here is Canaccord Genuity managing director George Gianarikas.
Three catalysts to reenergize $TSLA's stock, according to Canaccord Genuity managing director @gianarikas:
1. Next generation vehicle ramp
2. Margin improvement led by increased full self-driving adoption
3. Continued rapid growth in energy storage— Yahoo Finance (@YahooFinance)
3:35 PM • Mar 11, 2024
See how newly launched Porsche Taycan Turbo GT compares with Tesla Model S Plaid.
This analysis compares the new Taycan GT with Weissach package - the Taycan's sportiest version - with the Tesla Model S Plaid.
Verdict: For significantly more than twice the money, Porsche buyers get a slower car in both acceleration and top speed.
— AJ (@alojoh)
6:18 PM • Mar 11, 2024
Kimbal Musk’s most recent interview with time stamps.
BREAKING: Tesla Owners Silicon Valley's Interview with Kimbal Musk @kimbal - Discussing his life and love for cooking, The Kitchen, what it is like living life as Elon's brother, and of course, his new cookbook! @mayemusk@elonmusk@Tesla@SpaceX@thekitchen@biggreen… twitter.com/i/web/status/1…
— Tesla Owners Silicon Valley (@teslaownersSV)
4:52 PM • Mar 11, 2024

INDUSTRY FILES
More competition: Xiaomi expects to deliver SU7 from March 28, it could be priced between $30K to $40K USD.
Transition: Clean Energy Finance Corporation of Australia to invest $50M so as to power up EV adoption in the country.
Afraid: This safety institute is cautious and not so upbeat over Tesla FSD and autonomous driving in general.
Numbers: See weekly registrations numbers from China for EVs.
Price wars: BYD is fighting EV war on prices as it looks to further trim prices of numerous models amid new platform adoption.
Market share: CATL and BYD are dominating the Chinese battery market with combined share of about 73%.
Increased efficiency: Volvo along with its partner ‘Breath Battery Technologies aims to reduce charging time of EVs by about 30%.
Penetration: BYD expands its portfolio in UAE with 3 additional launches.
German stuff: Ford has to halt production of “Focus” in Germany on account of strikes at five surrounding suppliers.

QUIZ TIME

J. Elon Haldeman
Before Elon Musk named “Elon“ after his maternal great grandfather, what were his parents thinking about naming him? 🧐
John
Sully
Samuel
Nice
Click here 🙋🏻 to know the answer.

BEFORE YOU GO
🕵🏻♂️ This day in history: On March 12, 1968, oil is discovered in Prudhoe Bay, a remote region along Alaska's northernmost coast, profoundly transforming the state.
🧠 Perception: How self control would make you more powerful person.
💣 Bomb: That was awesome capture but I still wouldn’t want to be in his boots.
🙈 Ummm: Is it okay to have photos of ex on your phone?
🤔 That’s thoughtful: Don’t be intimidated by what you don’t know. That can be your greatest strength and ensure that you do things differently from everyone else. ~ Sara Blakely
Her recent interview on “Follow your intuition”.

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