Model 3 VINs

Website secured. Keep up with the latest batches and totals at model3vins.com

@fredlambert Normalizing the y-axis may make the difference more clear.

A lot of people seem to not understand the data. It's not about how bad Tesla degradation is, it's about how much worse it got from Tesla's 85 to 90 kWh packs. This chart represents all Tesla vehicles produced at the time.

A snuck in a very important chart in my new episode of the @ElectrekCo High Mileage EV Series. Can we all agree that it is a problem? electrek.co/2020/06/06/tes…

@benedictevans Have you tried Messenger Rooms?

@GerberKawasaki Nothing's changed in Seattle yet ... lots of packed open houses over the weekend.

Was looking at a house this weekend. The agent said the person wanted X. I said good luck. The stock market is down 30%, what about RE? Its down you just dont know it yet. He said no way... Called me today and cut the price. I told him cut it 30% and well talk...

@gwestr Curious which travel insurance policies would cover ... Chase excludes it from their CC trip cancellation insurance. thepointsguy.com/guide/epidemic…

@lorakolodny SingleThread in Healdsburg — Three Chimneys on the isle of Skye a close second.

@gwestr Oh my.

@gwestr I doubt they have any shares to dump — most likely just unvested RSUs.

@GerberKawasaki @Gfilche @Sofiaan @cocoonmalibu @thirdrowtesla @Tesla @elonmusk @vincent13031925 Are 🤖 eligible for consideration? Or are profile pics a hard requirement ... twitter.com/gerberkawasaki…

#tesla420 party update. Now thinking 4/5/20. Only room for the top 100 biggest Tesla owners and fans. @Gfilche and @Sofiaan live stream. Hottest new music from @cocoonmalibu with this view. #tesla $tsla @thirdrowtesla @Tesla @elonmusk #music @vincent13031925

@elonmusk When will tours be available at GF1? google.com/amp/s/electrek…

Tesla April company talk will be from our Giga New York factory, where we make SolarGlass & several other products. Will also offer customer & media tours.

@tomi Just a “typo”

@gwestr Who cares about “convert arbs”, “call spreads”, and “leverage”? Papa Elon will take care of us!

@thirdrowtesla ... a little thing called earnings.

At today’s close, Tesla is worth $159 billion Netflix is worth $162 billion Netflix generated $20 billion in revenue last year Tesla generated $25 billion. Go ahead — explain to me why a company that helps you sit on your ass is worth more than Tesla TSLA remains undervalued

@Scobleizer @GerberKawasaki TLRY and BYND weren't that long ago ...

@GerberKawasaki Have you ever seen anything like this? It has been a while since a company and stock has so excited people.

Some institutions just dumped a boat of Tesla stock and the market was just eating it up. $tsla

@incentives101 "Fundamentally LOW" based on ... what? How many buyers between 600-900 know anything about fundamental analysis? Can you share the assumptions your DCF uses to generate a 160B valuation?

not warranted. this is what happens when people look at prices instead of value. When people look at 600-900 prices the first feeling is that it's a lot of money, that it's expensive, grown too much. WRONG way to look at this. at $900 is 160B mkt cap, fundamentally LOW

@GerberKawasaki @Facebook May be worth submitting an appeal.

@Model3VINs @Facebook Don’t know.

Facebook suspended our ad account for boosting media posts about Tesla. Hey @Facebook you’ll take lie ads from Russians but not media about Tesla. I’m done spending money on Facebook and Instagram. F off Zuck. #DeleteFacebook $FB

@patoshea @pengjun88 @AndreaSJames It’s about demand, not production.

@pengjun88 @Model3VINs @AndreaSJames Great point. I think it will be lower Q1 production, but not a huge drop like last year. We'll see...

What’s happening to $TSLA is called a re-rating — it’s not a short squeeze but a new reality and realization pricing in. It may sell off a bit, but barring a major Tesla-toe-stub, won’t go all the way back.

@pengjun88 @AndreaSJames “Large sales” from two products that are just starting production (one of which is in a country that’s closed its factories)? I’ll take the under.

@Model3VINs @AndreaSJames With large sales of MIC model 3 and model Y, I don't think it will be a Q1 loss.

@gwestr Which "foundational rewrite" are we on now ... number 3? 4?