CoverDrive
@coverdrive12
Retired automotive engineer. Immune to pop science. If the women don't find you handsome, they should at least find you handy.
Looks like Curaçao friends are selling $TSLA to get the job done. It's a delicate balance.
"Because youse wouldn't want nuttin unfortunate should happen to your ships."
SpaceX - Whole bunch of new analyst coverage (yellow dots on chart) for $SPCX this morning. Most price targets in the $250 range. Bullish.
🚨 Tesla China Production - May Update Gigafactory 3 is running at full capacity, thanks to strong exports. Inventory In this chart refers to cars available for sale in China. Inv is being maintained at a 15-day supply. Sharp contrast to Tesla's other plants running at half cap and bloated inv.
After two years of decline, Tesla GF3 exports will likely set a new record this year. Exports to Europe have rebounded to 2024 levels. Add to that expansion in markets like Korea, Japan and Columbia.
🚨 Tesla China Wholesale - May Update Gigafactory 3 is showing signs of vitality, especially when compared to a weak first half last year. Although domestic sales still lag the 2025 pace by 8%, export sales are booming. This is key, as exports generate about 2x more revenue than domestic sales.
If you think solar canopies are a bad idea, please review a solar roadway. This is the dumbest solar idea I can imagine.
🚨 Tesla China Wholesale - April Update Prelim wholesale (domestic + export) 79,478 units. A very strong April, especially compared to last year. Most of April sales are for export. April sales in Korea very strong 13,190 units. Chart (3-mo rolling avg) shows no growth for many years.
To be honest, you can't simultaneously have both a blockade and freedom. You need to choose one or the other.
The April offer was tempting, but I'm waiting to see what May brings.
As things stand, About 75% of Ontario's energy is generated from nuclear and hydro. The remaining 25% is up for grabs between gas, wind, and solar. Does the study suggest 99.5% replacing nuclear and hydro, or just gas?
Despite my penchant for frugality, I was unable to extract "one more year" of service from my grill's heat spreaders. The polish on the new stainless ones puts the Cybertruck to shame.
Beware of these imposters. Please report them. Trust the original @bgrahamdisciple.bsky.social
🚨 Tesla China Domestic Sales - Q1 Update 112,798 Model 3+Y sold in China in Q1. Lowest quarterly sales since Q2 of 2022. Tesla China denies that a new low-cost model is in the works.
Robotaxi is going nowhere, so pivot back to the low-cost narrative. Oops - forgot to tell Tesla China. Fortunately, "Elon sez" journalism is more powerful than actual product planning.
🚨 Tesla China Domestic/Export Q1 Tesla exported 47% of the cars it sold from its Shanghai factory in Q1. Exports have returned to levels seen in 2023 and 2024. Domestic China sales were down 16% from 1Q25.
With his declining mental faculties on full display, Trump is literally begging for an intervention.