Wiki FAQ: TSLA Investor Discussions

Wiki said:

HW3 - Hardware version 3. Prerequisite MCU version for FSD.

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MABMAB said:

I think there should be better tolerance of FUD. One should understand the other sideconsider other argumentsthey help sharpen or dull ones own opinion. There is a chance that at some point in time TSLA will not be a good investment. Not allowing FUD of any kind only makes this cult like. One should not be closed minded. A focus of such should be on the validity of the points raised much like a TSLA annual report discusses risks associate with the investmentwhy should such risks (aka FUD) not be openly discussed?

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• The main thread is a high volume thread. Participants and moderators are continuously trying to reduce the volume of "stuff" you have to wade through to capture the meaningful things. There are restrictions on off-topic ("OT") posts for examplewhich may be informativeof broad interestcontain humor or similar things that might be considered of value. If you are a FUD proponentdon't feel singled out. There are lots of other things that are pushed out of the main thread.
• Having said thatFUD is the worst kind of cholesterol in the junk clogging the pipes. It is mostly rediculousrepetitivepersistentnegativeblatantly falsenonsensical and a general waste of time. We've all heard it before. There is very little interest in itand that's not because we're all a bunch of fanbois.
• I think you'd be surprised that most of us here really do understand the "other side". Education or extra tolerance not required.
• Note that the FAQ above says to feel free to post a pointer to a "new" FUD thought at an external site. Just don't come up with a new way to say there's no demand or bankwuptcy imminent. The mods will decideand most participants applaud this.
• The FAQ above also points to the approved thread for discussing FUD and it's close relatives.
• If you have a point to make that might not be to either Tesla's or TSLA's favorthen make it. It may or may not be considered FUD. The mods will handle it as needed. The of your message will have a lot to do with how it is accepted. Just make your statement based on real factswith references if possible and not with obviously cherry picked details or junk science. Your point needs to be relevant to the thread.

Wiki said:

This is the FAQ for TMC's TSLA Investor Discussions threads.

The purpose of this set of forums is to discuss items and issues relevant to investment of TSLA stockfactors affecting the stock price and personal forecasts of quarterly earnings report results. The main thread is TeslaTSLA & the Investment World: the Perpetual Investors' Roundtable.

Posting Behavior

Any TMC member in good standing can post a message to any forum without review. Each forum is moderatedwith varying moderation standards applied to each subforum. It is expected that messages posted are in good tastenot offensive to others and relevant to the forum in some way. Personal attacks and innuendo (whether intended or not) will be dealt with swiftly. Language and images used should be safe for viewers to see in the work environment. Since this is an international forumit is not uncommon for messages to contain English spelling or grammatical errorsand it is considered to be a personal attack to ridicule or correct themso long as their meaning is clear.

The Main Thread

The main thread is a high volume threadwith up to hundreds of postings per day. Expectations are that anything posted there has direct relevance to investors and the investing process. If you have something to post thereit is expected that you review recent unread posts to make sure that someone else has not already posted the information. When posting an offsite linkalways provide a description of what is at the link and justify why you are posting it. Don't just post an isolated link without your own comment or description. If multi-message argument or debate occurs on some tangential subjectthe messages will likely be moved to another subforum. Some tolerance to off topic subjects is shown outside of US trading hours (evenings and weekends)but respectdignity and good taste are still the standard. It is considered good practice to mark off topic postings with a line containing "OT" at or near the beginning of the message.

This is not a chat room. It is expected that each message should have content of interest and somehow contributes some value to an observing userwho is typically a TSLA investor. A "me too" message is of low interest. Posting your personal buy/sell strategy might be of interest (as long as it does not duplicate someone else's)but providing personal details including actual stock purchasesstock saleshow much you madenet worth and where you live is probably not a good idea.

Copyright

Do not copy substantial portions of an external article to your message. If you find an external item of interestprovide your version of a summary and link to the information. Don't just copy it.

FearUncertainty and Doubt ("FUD")

FUD is high volume on some external sites. Posting your own "original" FUD hereespecially on the main threadis a quick way to be sidelinedput on probation and/or see your message(s) deleted. Just posting a link to Seeking Alpha with no justification is a recipe for an immediate ban. It is somewhat acceptable to describe a "new" FUD issue at an external site as long as it is clearly labelled for information and/or discussionbut this is still a place where angels fear to tread. Please don't tell us that a Tesla pollutes more than an ICE car or that Tesla is going bankrupt or that there is a lack of demand for one or more Tesla Models. We've all heard it before. Yes we have. There is a special thread dedicated to discussion of rumors and FUD: Articles re Tesla—Fact or Fiction?

Moderation

Moderators potentially take action after an irrelevant or offensive message is posted.
A moderator can movereassign or delete postsand can put a posting user on probationsuspend posting activities ("ban") a user from posting for a short period of time or execute a permanent ban after one or more warnings. A person on probation will have each of their postings reviewed before being accepted to the forum. If you are new to the forum and want a quick startthe moderators (who have to read every post) have a special thread for copies of Moderators' Choice: Posts of Particular Merit


Glossary of AcronymsTerms and Abbreviations

General

• AP - AutoPilot
• ASP - Average Sales Price
• AWD - All Wheel Drive
• BEV - Battery Electric Vehicle
• CT - Cybertruck - see https://www.tesla.com/cybertruck
• Dojo - Tesla's Neural Network Training supercomputer (used for FSDto be released for general AI/NN training aps to the public)
• EAP - Enhanced Auto Pilot
• EM - Elon Musk
• FSD - Full Self Driving
• FUD - FearUncertainty and Doubt
• GF0 - Original Fremont Factory
• GF1 - Gigafactory Nevada
• GF2 - Gigafactory New York
• GF3 - Gigafactory Shanghai
• GF4 - Gigafactory Berlin
• GF5 - Gigafactory Texas
• HW3 - FSD Hardware version 3.
• ICE - Internal Combustion Engine (or a vehicle that has one)
• IDRA - Giga Press producer- (world's largest) die casting press for Tesla's single part front and rear underbodies
• LR - Long Range
• Ludicrous mode - on-demand driving mode for Performance models enabling faster acceleration (60 mph /2.4 sec on MS)
• M3 - Model 3
• MCU - Media Control Unit
• MIB - Made in Berlin/Brandenburg Gigafactory
• MIC - Made in China (Shanghai) Gigafactory
• MIF - Made in Fremont
• MIT - Made in Texas (Austin) Gigafactory
• MR - Medium Range
• MS - Model S
• MX - Model X
• MY - Model Y
• Octovalve - integrated valve /heat pump system introduced May 2020 for the MY HVAC system utilizing the concept of printed circuit boards - also solves previously impossible adequate cold air temperature functioning
• OT - Off Topic
• Performance (higher performance classification vs SR+LR)
• Plaid (highest performance classificationavailable for MS/ MX ( 6/11/2021: Plaid Model S first production sedan reached 60 mph under 2 sec)
• PHEV - Plug-in Hybrid Vehicle
• PUP - Performance Upgrade Package (discontinued)
• Roadster - supercar series - see https://www.tesla.com/roadster
• Robotaxi - Tesla car used full or part-time as FSD Taxi (planned)
• RORO - Roll On/Roll Off vehicle transportation vessel
• RWD - Rear Wheel Drive
• SC - See SvCSpC
• Semi - Tesla's truck for cargo transportation - see https://www.tesla.com/semi
• SpC - Supercharger
• SR - Standard Range (discontinued Oct 2019; used to be 200-240 miles)
• SR Plus - 250 + miles (replacing SR as lowest range available on Tesla's car configurator)
• SvC - Service Center
• TBM - The Boring Company - independently owned (SpaceXEMearly VC) private company deploying cost efficient tunnels EV's made relevant - currently using MXMY at Las Vegaswith a 12 passenger Tesla van (planning stage)
• Tesla Vision - AI/ NN technology (Dojo) developed for FSD without the use of radar. Will be more generally applicable for vision recognitionsimilar to how Google pioneered language recognition.
• Tri motor - for Performance versions of MS /MX

Financial

• 10Q10K - Quarterly or Annual (resp.) financial filings
• CAGR - Compounded Annual Growth Rate
• CAPEX - Capital Expenditures
• COGS - Cost of Goods and Services/Cost of Goods Sold
• DTA - Deferred Tax Asset
• EBIT - Earnings before Interest and Taxes
• EBITDA - Earnings before InterestTaxesDepreciation and Amortization
• EPS - Earnings per share
• GAAP - Generally Accepted Accounting Principles
• GM - Gross Margin (see Gen'l Motors below)
• OPEX - Operations Expenditures
• SBC - Stock Based Compensation
• SGA - SalesGeneral & Administrative Expenses

Stock and Corporate

• AH - After Hours
• ASP - Average Stock Price
• ATH - All Time High
• BMWYY$BMWYY - Stock symbol for BMW
• CATL - Contemporary Amperex Technology Co Ltd (battery supplier)
• DDAIF$DDAIF - Stock symbol for Daimler
• ER - Earnings Reportusually comes out after market hours on 3rd or 4th Wednesday of the quarter
• F$F - Stock symbol for Ford
• FCAU$FCAU - Stock symbol for Fiat Chrysler
• FOMO - Fear of Missing Out. Strategy of buying in lateafter a recent increase in stock price
• GM$GM - Stock symbol for General Motors. Take care reader won't be confused with "GM" above
• GS - Goldman Sachs
• HMC$HMC - Stock symbol for Honda Motor Company
• HODL - Hold On for Dear Lifeas in "Buy and HODL"
• IV - Implied Volatility
• LGLG Chem - S. Korean battery manufacturer
• MM - Market Makers. Large players in the stock marketsometimes involved in price manipulation
• MMD - Mandatory Morning Dip. Dip in TSLA price most mornings due to manipulation
• MS - Morgan Stanley
• NSANY$NSANY - Stock symbol for Nissan
• SP - Stock Price
• TM$TM - Stock symbol for Toyota - (note: TMC is Toyota's self attributed abbreviation)
• TSLA$TSLA - Stock symbol for Tesla
• TSLAQ$TSLAQ - Stock symbol used (derisively) by shorts and FUD generatorsdescribing TSLA in the format used for a bankrupt company
• VIX - Volatility Index
• VWAGY$VWAGY - Stock symbol for Volkswagen

BatteriesBattery Chemistries

• CTP - Cell To Pack
• DBE - Dry Battery Electrode
• LFPLiFePO4 - Lithium Iron Phosphate
• NCA - Nickel Cobalt Aluminum (short for LiNiCoAIO2 cathodegraphite anode)
• NMC - Nickel Manganese Cobalt
• 18650 - first battery type - used in Model S and X - from size 18 x 65 mm
• 2170 - second battery type developed for Model 3also used in MY - size 21 x 70 mm
• 4680 - third battery format introduced at Battery Day - size 46 x 80 mmtabless designdry electrode pilot production at Kato Road/GF0upcoming GF5 TexasGF4 Berlin - also PanasonicLGand Samsung (sampling as of 7/2021)CATL (planned)
• DBE - Dry Battery Electrode introduced at Battery Day for Tesla new 4680see above

As of July 2021the following is a summary of chemistries that are in use or proposed to be in use

• NCA 18650 Panasonic (Japan) Fremont
• NCA 2170 Panasonic (Nevada) Fremont
• LFP Prismatic CATL Shanghai
• NCM 2170 LG Chem Shanghai
• Tesla 4680 (Roadrunner project @ Kato Road) for GF4 Berlin and GF5 Texas - limited production 4Q 2021 (planned)
• Panasonic/LG/ Samsung 4680 (sampling)CATL (planned) - w/chemistries probably different from Tesla's

As of July 2021the batteries are or will be in use in the following vehicles

• Fremont S LR+/P 18650 NCA
• Fremont X LR+/P 18650 NCA
• Fremont 3SR/LR/P 2170 NCA
• Fremont Y LR/P 2170 NCA
• Fremont S Plaid 18650 NCA (new chemistry)
• Shanghai 3 SR+ Prismatic CATL LFP
• Shanghai 3 LR/P LG Chem 2170 NCM
• Shanghai Y LR/P LG Chem 2170 NCM
• Shanghai Y SR Prismatic CATL LFP
• Berlin Y LR/P 4680 (limited runs 4Q 2021/ Prod 2022)
• Austin Y LR/P 4680 (limited runs 4Q 2021/ Prod 2022)

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Wiki said:

Berlin Y LR/P 4680 (limited runs 4Q 2021/ Prod 2022)

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