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- 🚀 TSLA dipping; buying opportunity?
🚀 TSLA dipping; buying opportunity?
Plus: Waymo expands, Giga Berlin halts, Tesla - Thai talks and more
Hey S3XY 🧤, Numbers from China weren’t so surprisingly bad but guess we onboarded way too many uninformed short term holders, causing overreaction with above normal volumes.
Though on brighter side, its providing long term holders an great opportunity to add more and newbies to join multibagger in the making.
And some other highlights from today’s letter 📨:
Giga Mexico delays.
Great Australian numbers.
Jay Leno is amazed.
New entrant in charging infrastructure market.
Let’s take a dive..👇🏻

$TSLA CHART
MARKET CAP 🤑 | 599.19 B |
---|---|
AVG VOL(30D) | 107.61 M |
VOLUME | 134.33 M |

TESLA BULLETS
Giga Berlin: Production at Tesla plant halted due to power outage. It could be case of some psychopaths deliberately damaging high voltage power lines.
WrapMyWheels: Tesla opens wrap location for Model 3/Y and Cybertruck in Austin.
China numbers: Tesla China weekly (Feb 26 - March 3) registration came in at 12500.
Delay: Tesla didn’t start construction at Mexico on rumored date as stated by Governor last week.
Expansion: Tesla’s discussion with Thai government advancing over building a new factory.
Tesla China delivered (only) 60365 vehicles in February on account of Chinese New Year falling in February as compared to January last year.
FSD bull: Tesla could see what our eyes are incapable of.
Electrify Australia: Tesla lead with 56% market share of total EVs sold in Australia in the February month.
Supercharger economics: How opening up supercharger network to other automakers would benefit Tesla?

WHISPERS
Tesla duo, Lars and Franz joins Jay Leno to review new Model 3.
Elon Musk to speak at Morgan Stanley’s TMT conference on upcoming Wednesday.
NEWS: Elon Musk will speak at Morgan Stanley’s TMT conference this Wednesday at 11:45 AM.
— Sawyer Merritt (@SawyerMerritt)
4:23 AM • Mar 5, 2024
Tesla is autonomy company, megapack company and more. - Tom Narayan, RBC Capital Market
“Folks should really understand what the stock is ultimately,” says @rbccm’s Tom Narayan on $TSLA. “It’s not a car company. It’s an autonomy company. It’s a megapack company. It’s something more."
— Last Call (@LastCallCNBC)
12:47 AM • Mar 5, 2024
Meet new bot in the town - The Adam.
A Cybertruck crashed into Beverly Hills Hotel signage.
A Tesla Cybertruck crashed into the Beverly Hills hotel sign last night
— LA Scanner (@LAScanner)
8:39 PM • Mar 4, 2024

INDUSTRY FILES
Robotaxis: Waymo got regulatory approval for expansion in SF and LA.
Expansion: Zeekr partners with local dealer in Philippines to expand its reach.
Hot launch: Rivian R2 might launch at $47000, see more details here.
Thailand calling: The BMW Group announced a new high-voltage battery assembly plant in Rayong, Thailand
Price cuts: Nissan slashes Ariya prices by up to $6000.
Refresh: BYD launches updated Yuan Plus with lower prices.
Cancelled IPO: Volkswagen wouldn’t list its battery company PowerCo until all of its factories get operational.
Charging infrastructure: Gravity, EV charging startup backed by Google opens its first public charger in US.

QUIZ TIME

How old was Elon Musk when he created his first game “Blastar“? 🧐
9
12
15
19
Click here 🙋🏻 to know the answer.

BEFORE YOU GO
🕵🏻♂️ This day in history: In year 1946, Winston Churchill delivers the famous Iron Curtain speech.
🤸♀️ Purchase: I am seriously considering to buy standing desk after reading this.
👩💼 Sales: When marketer decides to market herself.
⛸️ Confused: This guy is cameraman or skater?
🤔 That’s thoughtful: Risk more than others think is safe. Dream more than others think is practical. ~ Howard Schultz
See this interesting exchange between Sen. Bernie Sanders and Howard Schultz.

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