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TSLA Terathread March Madness - For the week of Mar 09

AutoModerator | 2026-03-09 09:00 | 20 views

What will March bring to us?

Comments (95)
FrogmanKouki 2026-03-09 10:16

Good morning here is the link to last week's Terathread. https://www.reddit.com/r/RealTesla/comments/1riovkv/tsla_terathread_march_madness_for_the_week_of_mar/

MarchMurky8649 2026-03-09 12:26

What'll be the catalyst for the inevitable\* TSLA crash out? Profits going negative? De-indexing from S&P 500? Failure of truly autonomous driving at scale? Failure of viable humanoid robotic products to appear? Or could it simply tank in a sidewind as markets drop, as they are dramatically doing right now? What does everyone think? Feel free to suggest multiple catalysts, or to suggest new ones. \* Also feel free to disagree that collapse is inevitable, Maybe it'll merge with SpaceX before that happens, or maybe I am wrong and we'll see a million Cybercabs knocking out Uber etc. by year end, and everyone buying an Optimus for Christmas.

spez_eats_nazi_ass 2026-03-09 12:39

Musk will burn a 1/2 billion trying to keep it above $400 while the rest of the world burns down around it. Who knows how long he can keep it up? I don't see a mass transition into Teslas from the gas/oil prices. People are going to be in survival mode and when you are out of work and food prices skyrocket buying a new overpriced shit box is not on the table.

ionizing_chicanery 2026-03-09 13:07

The Iran war may well drive up electricity prices even more than gas prices. Before even accounting for the continued data center induced electricity price soaring. Most US electricity markets are very sensitive to natural gas price which is being squeezed by significant LNG output constraints in the gulf coast. So if EVs weren't a good value before (and Teslas aren't even really the best value for EVs) they won't be now.

Sir_Isaac_Tootin 2026-03-09 13:46

Weekly check on the six daily reporting countries in the EU and Tesla's sales, now 68 days into the quarter: \-2026Q1: 11,959 \-2025Q4: 21,374 \-2025Q1: 15,789 \-2024Q1: 20,356

BringBackUsenet 2026-03-09 13:59

Removal from the S&P, preceded by institutional dumping.

wenchanger 2026-03-09 14:24

Tesla fan boys are getting desperate, they're saying now is a great time to buy an EV given the high price of gas at the pumps. I rather not buy some car that depreciates like a rock however ...

EarthConservation 2026-03-09 14:28

High gas prices will likely lead to higher efficient vehicle demand, much like it did during the 2007-2009 recession and in its aftermath when oil and gas prices spiked. The problem is that high gas prices will almost certainly drive the economy into recession, causing all vehicles sales to plunge across all OEMs. That said, for those who keep their jobs, there are plenty of EVs to buy that don't support a nazzi who was one of the largest benefactors of this administration, and who played a direct role in stealing US data and destroying government agencies that lead to millions of people around the world being harmed... in the name of cutting the budget deficit which he didn't actually do.

MarchMurky8649 2026-03-09 14:33

Interesting ordering; I would have thought profits negative -> S&P deletion -> institutional dumping -> shale price collapse, on the basis that S&P would rather have it out before the predictable drop in price, but I acknowledge lack of precedent, or indeed any evidence at all, for this.

EarthConservation 2026-03-09 14:36

Tesla's still a long ways away from removal from the index. That would take them reporting quarterly losses, and I imagine a significant drop in market cap.

EarthConservation 2026-03-09 14:41

It really isn't all that complicated. If the S&P 500 sees a big correction, then TSLA will see a big correction. Frankly, I'm not sure that FSD will ever have a complete failure because while they still haven't achieved real FSD or full autonomous taxis, they have continued making progress, which is all wallstreet needs as a carrot to maintain investment in the company. What could really start to eat into Tesla's market cap is if more competition arises, or if Waymo continues to expand. Remember that when Tesla originally started making claims about "a million taxis next year" in early 2019, the idea was that they'd launch a million taxis with zero competition. The more competition there is, the more downward pressure on pricing, and the less the potential profitability. Tesla also went from claiming a million robotaxis enabled overnight with an OTA update, with no geofencing, and with no remote operators. That means no need to spend months of time, with a team of employees testing a given region for safety, and training the system on difficult situations that arise in distinct locations. The Austin rollout has proven that isn't the case at all. This means the entire operation will be more expensive to get off the ground and expand than Tesla was claiming. And yes, you're right, if Tesla ever heads towards insolvency, Musk will either start dropping claims of new "world disrupting technologies" vaporware on the horizon, or just merge it with another one of his companies in an all shares sale, as he's now done time and again across his conglomerate. Funny enough, I don't think establishment Democrats care that Musk went against them to get Donald Trump elected. Progressive Democrats on the other hand. If there's a Progressive wave, they could theoretically cut all subsidies to Musk and investigate his companies.

torokunai 2026-03-09 14:44

$0.5B to Elon is $500 to me

torokunai 2026-03-09 14:47

I got my 2023 Model Y AWD for $40K OTD thanks to $16K in discounts and gov't $$. (It was a good value) I also have home solar so pay ~20c/GGE for local driving. At 40c/kWh power prices EVs cost ~$3/GGE. Nothing like driving by a gas station with a $5 or $6 in the prices in an EV : )

spez_eats_nazi_ass 2026-03-09 15:06

They live in a collapsing bubble that is going to catch up with them fast. The number of people i know out of work 18+ months is insane and i don’t think it will take too long before this starts showing up in foreclosures.

BringBackUsenet 2026-03-09 15:26

I can't see S&P removing it until there is some significant loss of market cap which means mass unloading by institutional investors. I can see them posting losses very soon and likely to never see profitability after that. We all know that robots are vaporware and trying to clean up the poisoned brand is not going to happen either.

MarchMurky8649 2026-03-09 16:09

You may be right. I have been thinking the Index Committee will want to preempt what I expect for them also is a rather predictable drop, which will, in turn dent their own Index's value, but my logic may be confused. Just because there are investment funds which track the S&P 500 doesn't mean the Index Committee will act in the best interests of people investing in those funds. ["The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities." ](https://www.spglobal.com/spdji/en/indices/equity/sp-500/#overview)The Index Committee, therefore, are trying to reflect this target market as is, warts and all, rather than maximise the value of the index. Their rules are designed to allow them to do this, which will sometimes mean leaving in a stock, even though it is quite obvious to anyone paying attention that it is artificially high, and which, by the letter of their rules, could be deleted. That said I will not be surprised if we do see an unprecendented near immediate deletion once earnings become negative, especially if the trend is clear, with nothing on the horizon to turn things around believable by any sober person with a three-digit IQ. Perhaps they'll be purists and leave it in so that, when it crashes, the Index reflects that, but, to be brutal, it seems quite likely that the members of the committee may well be high net worth individuals, and that they may have funds invested themselves in funds tracking their own index, especially as they are, as I understand it, prohibited from investing in individual stocks that are, or could potentially, be included.

Lacrewpandora 2026-03-09 16:29

A head start on tomorrow's 8 year Elonversary: *"I think probably by end of* ***next year*** *self-driving will encompass essentially all modes of driving and be at least 100% to 200% safer than a person."* \- Technogrifter, March 10, 2018

bonfuto 2026-03-09 16:38

This morning I almost got run over by a truck towing a doublewide trailer, and then they had to slam on their brakes for a guy in a cybertruck. Once that got sorted out, I passed the cybertruck and the guy was obviously reading his phone. I'm conflicted, the cybertruck in fsd might actually be safer than if that guy was driving.

bonfuto 2026-03-09 16:40

I'm just waiting for giant pickups to mysteriously catch fire. That happened quite a bit when Bush ran up gas prices due to his vanity war. It's going to cost $200 to fill one of them soon. I guess it already does in California.

bonfuto 2026-03-09 16:43

I don't know if there is precedence for delisting before the crash. And Bank of America just upgraded TSLA to "buy." Kind of shocking, but maybe they have some to unload. They were really smart to delay listing tsla on the S&P, but they finally gave in. Unfortunate, because it made Leon a lot richer.

ObservationalHumor 2026-03-09 17:07

It's almost never what you think with this company. Like you would expect it being people realizing that Robotaxi's economics don't remotely make sense or that Optimus is a pipe dream with nothing even resembling a deliverable product but odds are it'll be something way dumber. Like Elon Musk will get high in a club, try to do a back flip and break another vertebrae or something and the market will have a brief moment of clarity and realize he's actually a fucking idiot for a bit again.

SDIR 2026-03-09 17:29

For most Tesla owners, FSD is probably safer. Not necessarily true for anyone else

SDIR 2026-03-09 17:31

Hmm, with that logic it has to be an actual good successful Tesla model that will bring their stock down! Something like Tesla isn't based enough or some BS

ObservationalHumor 2026-03-09 17:46

I actually think it would because it would firmly anchor things in known and measurable markets versus allowing them to exist in Musk's Willy Wonka World of Pure of Imagination. Right now analysts can put ridiculous valuations on stuff because there's no real trend to analyze or measure with autonomous vehicle services displacing auto ownership for example and Musk has promised Optimus will do everything under the sun and literally make money and scarcity irrelevant concepts too. Just having another car that might sell 2-3 million units a year isn't nearly as fanciful.

spez_eats_nazi_ass 2026-03-09 18:09

That's why he does it. Along with securities fraud being legal now.

MarchMurky8649 2026-03-09 18:22

Their rules allow delisting as soon as any of the inclusion criteria fail to be met, and these include both profitability in the most recent quarter and on a trailing twelve months' basis, but the decision is at the discretion of the committee. While it remains in profit, in practice it could only be delisted if the market cap shrunk to almost nothing.

The_Jack_of_Spades 2026-03-09 19:51

The 6 daily reporting countries showed larger decreases than the overall European maket in January, though. [The January YoY drop was just 1.6% in the EU, and 17% in the EU+EFTA+UK.](https://www.reddit.com/r/RealTesla/comments/1rcdhk7/tsla_terathread_for_the_week_of_feb_23/o74j0pl/) I think the biggest confounding factor in the daily reporting countries' data is the drop in sales in Norway following EV subsidies being slashed, and they won't be a reliable proxy of the performance in the entire continent until a year has passed.

mrbuttsavage 2026-03-09 23:27

The most recent John Oliver has a lot about more of the heinous things Musk was part of: https://www.youtube.com/watch?v=tU8S13xYJNM

ObservationalHumor 2026-03-10 02:01

Yet conservatives will resent being called heartless, evil and racist or having their figureheads like Trump, Musk, Vought and Miller similarly classified as such when this is the kind of thing they do. It really takes an astounding amount of ego to want to go out in the world, do evil, and then expect someone to shake your hand for it afterwards for the privilege of having witnessed it and that's exactly how these guys operate. So much of what his administration has done and Musk perpetuates is literally nonsense conspiracy theories predicated on the ignorance and hate of the highest ranking members in this administration. They're sentencing people to death by denying food and fiscal aid here but there's obviously things like the ICE crackdowns and ongoing war against Democracy as a concept via stuff like the SAVE act and nearly nonexistent levels of voting fraud by illegal immigrants. On top of that Musk himself has been more directly involved in election interference than some handful of illegal immigrants ever were. There isn't even a firm set of values or guiding principles with these guys it's just whatever reactionary emotional response is happening at the moment or whatever post hoc rationalization they come up with justify their hate of various groups of people.

mrbuttsavage 2026-03-10 02:43

>It really takes an astounding amount of ego to want to go out in the world, do evil, and then expect someone to shake your hand for it afterwards for the privilege of having witnessed it and that's exactly how these guys operate. That's a great way of putting it. I just don't understand these guys that have everything so gleefully inflicting suffering on the least privileged people in society and the world at large. There's something fundamentally broken in so many people.

helpmecodeswift 2026-03-10 04:45

Pft, as soon as Musk paid to get Trump elected I sold all my TSLA stocks. Was actually planning on buying a Tesla, but I am glad I didn't and will never happen now. Millions of people will end up dying because of that dbag and more because of the orange dbag, I'd rather drive a different brand, hell I'd rather take the bus or even walk than having that on my conscience...

spez_eats_nazi_ass 2026-03-10 11:01

This is why i usually get banned from subs when the Elonians respond with “it’s just a car bro”.

ionizing_chicanery 2026-03-10 13:20

That Benny Johnson guy going down to DC to gleefully pose with the shuttered USAID offices is a sadistic monster. And Mike Benz is a gross creep who recently went back on Joe Rogan's podcast to basically defend Epstein and the men he trafficked women and girls.

Lacrewpandora 2026-03-10 13:22

6 year Elonversaries: *"we are building the first Mars, or* ***interplanetary ship****, and I think we’ll be able to do short trips, flights by first half of* ***next year.****"* \- Data Collector, March 10, 2018 *"Adjusting The Boring Company plan: all tunnels & Hyperloop will* ***prioritize pedestrians & cyclists*** *over cars. Will still transport cars, but only after all personalized mass transit needs are met. It’s a matter of courtesy & fairness. If someone can’t afford a car, they should go first. ....Boring Co urban loop system would have 1000’s of small stations the size of a single parking space that take you very close to your destination & blend seamlessly into the fabric of a city, rather than a small number of big stations like a subway"* Narrrator: TBC's tunnels do not allow pedestrians or cyclists...even though LVCC paid for a pedestrian tunnel.

MarchMurky8649 2026-03-10 14:16

[Plausibly estimated to be c. 14 million](https://www.msnbc.com/top-stories/latest/sickening-evil-musk-bashed-usaid-cuts-study-predicts-millions-die-rcna216832), slightly more than [the total killed in the WWII death camps](https://en.wikipedia.org/wiki/Victims_of_Nazi_Germany). Let that sink in.

spez_eats_nazi_ass 2026-03-10 14:50

Tracks considering Elon’s heritage. This stuff needs to be yelled louder for the “it’s just a car bro” kids in the back. There is a body count to this fucker.

Lacrewpandora 2026-03-10 20:03

TSLA weekly senior leadership exodus report: Sendil Palani, VP of Finance leaves after 17 years Thomas Dmytryk, Director Software Engineering leaves after 11 years Neither has indicated where they will go to next. Why would they? Rats only care about exiting the ship...figuring out how to swim to land comes later.

ionizing_chicanery 2026-03-10 20:38

Dmytryk's [looks](https://www.linkedin.com/posts/thomasdmytryk_tesla-goodbye-abundance-activity-7433628803052048384-HQJd/) to be just straight up retiring. Probably burned out on the absolutely terrible work life balance Elon demands. Having been there 11 years he's probably made enough from TSLA options purchased before their 2020 mega boom to comfortably live off of indefinitely. Wouldn't be terribly surprised if the Austin robotaxi "service" is what pushed him over the edge. I bet there's going to be mass exodus of talent from SpaceX once they go IPO and the existing shares are unlocked. I don't see a whole lot of people choosing to continue to work themselves to death under this massive asshole when they don't need the money.

ionizing_chicanery 2026-03-10 20:40

> Hyperloop Nothing like walking or bicycling down a vacuum tube. Did he forget what his own proposal even was?

ObservationalHumor 2026-03-10 20:47

Yeah a lot of these guys are creeps and generally also tend to push 'traditional family roles' viewpoints that boil down to 'make me babies and do what I say woman'. Again people will scream "that's not true!' but then you get a leaked video like the one from Stephen Crowder's divorce flat out proving it. Now a lot of young men are out there fully believing red pill philosophy and expecting to be making $300k a year with a few kids and a hot tradwife at home because that's what the right wing of our country has been pushing in social media for a while now.

Emmy-Lou-Sugarbean 2026-03-10 20:58

So he is gonna lose the lawsuit in SF right?

ObservationalHumor 2026-03-10 20:59

It's the same as kings and nobility of old. These guys believe there's a natural order to things that they just happen to sit at the top of and after a certain point if someone doesn't provide value for them or won't pick up a gun to gain them more territory and resources their lives just don't have value. By extension living and requiring resources or taxes to be paid to support them is interpreted by people like Musk as a damage attack on himself that represents the height of injustice and evil. It's what happens when someone is so sheltered and never has to deal with any real problems other than people saying bad things about them and taxes.

AndSoISaysToTheGuy 2026-03-10 22:17

Well, sure, breathing will be difficult but think how much faster you'll get there with no wind resistance. I'd like to see LinusTechTips give it a try anyway ....

AndSoISaysToTheGuy 2026-03-10 22:24

And so many contradictions from Musk and his ilk. There are 8 billion people in earth, yet if the population dips Musk says we risk "civilizational collapse" (he likely means white civilization though). Yet for Mars, only one million people are needed to be "self sustaining"? And if there will be billions of robots in the future, no need for more people to do work anyway.

DistributedView 2026-03-11 07:17

He sold the Hyperloop to Richard Branson. Apparently the deal was struck on Jeffrey Epstein's island just after the wildest party.

spez_eats_nazi_ass 2026-03-11 13:44

Looks like they exported more cars from china to parking lots in Europe -where a factory sits underutilized.  Someone thinks that’s bullish this am.

Party-Inspection-763 2026-03-11 19:41

This Iran stuff doesn’t look good. If a bad macro market happens tsla will dump. Q1 is a disaster in earnings how will it stay pumped

torokunai 2026-03-11 20:10

"probably" LOL . . . randos on the internet have made generational wealth off of TSLA since 2015.

No_Pen8240 2026-03-11 20:24

When selling is NOT an option . . . Buying more and holding becomes the only path forward. \-- Many $TSLA investors CANNOT sell without feeling like they were wrong.

JustSomebody56 2026-03-12 06:39

Not so sure. High fuel prices could lead to a higher demand for BEVs, higher than the production and used market can supply, and that could benefit Tesla

spez_eats_nazi_ass 2026-03-12 12:30

It only stops when the call buying operation runs low on funds or is distracted. I know I sound like a crazy person but it looks real to me in the pre market and usually last few minutes. It's going on in a few others stocks too and 100% green lit by the crime syndicate running the country. We will reach a point were the executive branch just dictates what stock prices are while the economy burns down around us.

spez_eats_nazi_ass 2026-03-12 14:11

Higher demand from people with cash that are annoyed by high has prices. The general public will be absolutely crushed by this and won’t be heading to the tesla dealership to drop 40 grand on a new hitler wagon. We will be seeing a 2008 level event only potentially much worse.

rom846 2026-03-12 14:19

But Tesla is not a car company.

ObviousCommonSense 2026-03-12 14:33

Elon now spends his days tweeting AI-generated images of scantily clad women and promoting race war. This is the optimal use of his once-in-a-generation genius mind.

Sir_Isaac_Tootin 2026-03-12 14:42

ah, back to the battle at $400? Feels like we've been here for weeks

ObviousCommonSense 2026-03-12 14:47

Elon's call buying program helps prop us the stock in a bull market or sideways market, but it isn't a magic fix. If the market tanks, TSLA will tank much more than the market, which has happened several times before (at a time when the call buying program was already active, remember it has been going on since 2020!)

spez_eats_nazi_ass 2026-03-12 14:49

Yup. It works until it doesnt and takes months to kick back into motion. I would not be shocked if he is dumping all that is left of his liquidity into it. He is known to gamble like that.

Digg-Sucks 2026-03-12 16:40

R2 pricing revealed today - Base - 48k, 350 mile range, 350hp 0-60 5.9s - Premium - 54k, 330 mile range, 450hp 0-60 4.5s - Performance - 58k 330 mile range, 656hp 0-60 3.6s Pretty competitive pricing when compared to the Model Y - Good thing Tesler is not a car company.

LoveAlbertMarie 2026-03-12 17:04

I would buy an EV. Heck I own and drive an EV. I would never ever get a Tesla thou.

Sir_Isaac_Tootin 2026-03-12 17:27

Feb 2026 China # from Giga Shanghai is down 15.2% from Jan 2026. In china sales are down 6% YTD

spez_eats_nazi_ass 2026-03-12 17:42

Theta fucking my poots

torokunai 2026-03-12 18:11

Elon is all “hey RJ take my market since I hate cars as much as I hate people”

torokunai 2026-03-12 18:14

That worked for Elon in 2022 since the Twitter Safety Team was keeping a lid on his kookiness. Having campaigned at the hip with Trump, he owns the current BS

torokunai 2026-03-12 18:20

I bought my first batch back in July, expiring this month with the stock moving $70 the wrong way on me, even tho my thesis was 100% correct. Elon buying $1B of shares, the TRILLION DOLLAR PAY PACKAGE, and continual lying about FSD progress, pumping his stupid robot project, etc has kept the P/E where it is

ObservationalHumor 2026-03-12 21:21

It's a bigger and better car than the Model Y. Technically this would be going head to head with the Model X if they were still going to make it. Hell maybe that's why they finally put a knife in its back, they knew the R2 would destroy whatever demand still remained for them. Still though $54k for an actual AWD mid sized SUV that looks like one and that much range is going to draw in a lot of buyers. Putting it head to head with similar vehicle like the Honda Passport and Toyota 4Runner leaves around a $9k price premium for an EV. If the $7500 tax credit ever comes back that would make it super competitive for a lot new car buyers. Meanwhile Tesla is busy doing guerilla marketing by painting Robotaxi's gold and driving them around random cities and still pretending the CT isn't hot garbage.

ObservationalHumor 2026-03-12 21:35

Musk already views entire swathes of people and unsuited for doing thinking work. He literally made an argument in 2024 that people were going to die because pilots from traditionally black universities had lower IQ and weren't suited for being airline pilots. Article: https://futurism.com/civil-rights-groups-horrified-elon-musk-racist He's an idiot and bigot who just wants Mars to be his own private world of people he's screened as having 'good enough' genes and his direct progeny as being the ruling class. He's got some weird aspiration to be some modern Genghis Khan due to what I can only imagine is some insane eugenics beliefs that he has yet to outright disclose.

AndSoISaysToTheGuy 2026-03-13 05:07

He's too chickenshit to go to Mars himself though. Though there is a ranch in New Mexico he can use for "screening" I suppose.

FrogmanKouki 2026-03-13 11:46

I'm really pulling for them to succeed. Long term I can see myself in a R2 or R3.

Lacrewpandora 2026-03-13 13:45

2 year Elonversary: *"Free speech is the bedrock of democracy"* \- TechnoHypocrite who took over accounts belonging to Aaron Greenspan and Ken Kippenstein and banned the accounts of Elonjet and Jack Sweeney's personal account as well, March 13, 2024

Zorkmid123 2026-03-13 14:22

After saying that xAI was not built right at first and is now being rebuilt from the ground up, Elon [is saying they’re going to offer jobs](https://xcancel.com/elonmusk/status/2032341856944865487) to people whom they originally declined, saying many talented people were declined an offer. A lot of people, including key people, have quit xAI lately so he seems to be getting desperate. The hardcore fanboys, instead of criticizing Elon’s poor leadership, have been praising him for willing to admit his mistakes. Most of these people were saying everything was going great at xAI before.

ObservationalHumor 2026-03-13 14:37

Just in case you want to get upset going into the weekend, here's some more space based AI fanboy analysis that popped up on TIC: https://www.youtube.com/watch?v=cLcF9UCD9-s Pretty much your standard Tesla/Musk analysis. His companies are going to crush everything because costs will get dramatically cheaper. Wright's Law, etc. Some new stuff with him basically glossing over just how important latency is for coherence and how it's pretty much inescapable for large space clusters due to the speed of light and distances involved. Likely a misrepresentation of scalability for radiator and solar panel designs due to oversights in some quoted figures.... you might able to mount a very lightweight radiator on the side of cubesat but if you need to extend one out a hundred feet that's going to require a lot of extra weight from the working fluid and superstructure needed to support it. He cited a statistic about cooling hardware weight in data centers but from what I saw also completely neglected to mention you would still need a working fluid and heat exchange blocks on the processors and pumps or compressors to move the working fluid around. Another great one is that space is just the wild west where there's no real rules to anything and you don't have to deal with zoning or neighbors, except it doesn't actually work that way especially if you're going to launch millions of satellites and have multiple companies doing so, there's actually an incredible amount of coordination and monitoring needed for any of this to have any shot at working... I'm sure there's a ton more to pick through but you get the idea. If you want some extra facepalm go ahead and look at the Mach33 website he keeps on referencing. You'd think it was from an aerospace engineer with some free time on their hands or something right? Well you'd be wrong it's literally a VC firm pitching space based investments.

spez_eats_nazi_ass 2026-03-13 18:06

Read it and just shit my pants because I'm actually stupider for having read that absolute dim lightbulb's thoughts.

ionizing_chicanery 2026-03-13 19:48

Something people don't realize about these satellites is a bulk of the thermal load is on the solar array. The C-Si panels SpaceX uses are about 20% efficient before significant derating, so a 100KW electrical load will place at least 400KW thermal load on the panels. Satellites don't include any kind of active cooling to move this load because the panels themselves are already nearly optimal radiators. So the panels reach an equilibrium temperature based on their insolation. The problem is under full 1.36KW/m^2 solar insolation that steady state equilibrium is over 120C and C-Si panels can only survive up to 80C. This is why Starlink satelittes in sun synchronous polar orbits fly in a "knife's edge" orientation angled away from the sun and substantially attenuating direct insolation. Just another overlooked factor in the supposed energy efficiency of these satellites.

torokunai 2026-03-13 19:55

Nov low taken out The 1yr chart is comical, a straight line from mid-December ATH, where I bought my May $330 puts that I’m still losing money on. Time is still on my side, but only if this decline steepens…

spez_eats_nazi_ass 2026-03-13 20:49

This has to be costing "Someone" a fortune to keep it pegged. I'm not buying that this is organic demand for TSLA.

ObservationalHumor 2026-03-13 21:38

Tell me about it. I don't think a lot of people hand waving the issue really understand the requirements of radiative cooling. There's plenty of renderings with the radiators painted black and in the same orientation as the panels. It's always hard to tell in short amounts of text but I've got the impression that some people believe the best place for the radiators would actually be behind the solar panels because it would 'shade' them from the effects of the sun which would be a complete disaster for both the panels and the radiators since they're essentially just dumping heat at each other at that point. Thermodynamics still apply and there needs to be a cold sink somewhere in the system that means the radiator isn't going to fare well if it has a lot of surface area exposed to the sun or earth. You would need minimize the surface area facing the sun, account for the gain that does happen and try to minimize that by putting the most reflective and insulative material available on it (pretty much what the golden foil on many satellites and probes is). In essence the exact same knife's edge orientation as being used for the body of the satellite but sufficiently offset as to note interfere with the cooling of the body. There's also likely some further limitations of just how thin the body itself could be made since it would need data center computer requires stacking in three dimensions to achieve acceptable latency too.

mrbuttsavage 2026-03-13 22:19

The founders must have all quit because it was going too good.

totpot 2026-03-14 08:27

There's an entire generation of Model Y killers about to ship - R2, iX3, EX60. There's really no reason to go Tesla anymore.

Withnail2019 2026-03-14 09:40

But the power prices are going through the roof as well

JustSomebody56 2026-03-14 09:42

True, but not everywhere

Withnail2019 2026-03-14 09:43

Right, small cars with small gasoline engines. Diesel is going to be very expensive and possibly scarce.

Withnail2019 2026-03-14 09:44

>they have continued making progress Have they? >The Austin rollout has proven that isn't the case at all. This means the entire operation will be more expensive to get off the ground and expand than Tesla was claiming. There isn't anything there to 'get off the ground', it's just a con trick.

banditcleaner2 2026-03-14 15:41

Yup, gonna suffer for two more years with my model Y since ill lose money to sell it and then ill be gladly switching to R2. I'm already excited two years in advance

FrogmanKouki 2026-03-14 16:28

https://youtu.be/8rS3fTbC7TE?si=Rll3H600L0USGYx6 SpaceX IPO Scandal - Patrick Boyle It's a longer video but very informative, it should be required for all those considering the IPO

banditcleaner2 2026-03-14 17:05

incredibly underrated part of the rivian r2 is that they actually added a NACS adapter on the back left, same location as tesla cars, so when I switch from my model Y I dont even have to add any sort of adapter to my home charger, and can just use the same one and park the same way that I do. rivian did excellently here

banditcleaner2 2026-03-14 17:07

its been far more profitable to sell really high strike naked leap calls rather then buying puts, every time it gets near $500 I open some at $990+ strike going out a year.

spez_eats_nazi_ass 2026-03-14 17:41

I've done that a few times actually. Just not a fan of the unlimited risk aspect when dealing with criminally manipulated stocks.

Emmy-Lou-Sugarbean 2026-03-14 19:45

Video is so freaking good buy also a bit depressing as all these stock exchanges are bending rules to fuck the common investors.

FrogmanKouki 2026-03-14 20:12

Unfortunately they are changing rules for them yet investors will still complain things aren't fair

ionizing_chicanery 2026-03-14 20:34

They're just proposals right now, let's hope they don't actually go through.

MarchMurky8649 2026-03-14 21:17

What worries me about these shenanigans is, if I do ever get around to buying some long-term TSLA put options, what happens if Tesla is rolled into SpaceX before the share price tanks? Presumably the right to sell something that doesn't exist is worthless!

banditcleaner2 2026-03-14 22:54

why would I? I can get space exposure through ASTS and RKLB without the elon musk risk lol

FrogmanKouki 2026-03-14 23:43

I don't have much hope for logic to prevail.

Lacrewpandora 2026-03-15 02:53

Tomorrow's Elonversaries: 1 year - Headline: *SpaceX founder Elon Musk said on Friday that Starship is set to depart for* ***Mars at the end of next year****, carrying Tesla humanoid bot Optimus.* 2 year - "*Yesterday was one step closer to life on Mars"* 7 years - *"Would love to be there* ***this year****. If not, definitely next!* ***India****"* \- Technoking, March 15, 2019... ...to be fair, TSLA finally started selling cars in India in June of last year. Per Grok, TSLA has sold a grand total of 293 cars there so far.

habfranco 2026-03-15 09:48

how would that work though? If SpaceX bought Tesla at its current valuation, it would have a market cap higher than Google, which is ridiculous. I don't see how SpaceX could buy Tesla at such an inflated price.

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