Retired automotive engineer. Immune to pop science. If the women don't find you handsome, they should at least find you handy.https://bsky.app/profile/coverdrive12.bsky.socialhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mj62yri2ec2x🚨 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.10 Apr 2026 19:35 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mj62yri2ec2xhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mj5zrvveoc2xRobotaxi 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. [contains quote post or other embedded content]10 Apr 2026 19:14 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mj5zrvveoc2xhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mj5wwvsrxs2xAt least you can't accuse the United States of covertly interfering with foreign elections. [contains quote post or other embedded content]10 Apr 2026 18:23 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mj5wwvsrxs2xhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mj3gopkwtc24🚨 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 1Q25.09 Apr 2026 18:26 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mj3gopkwtc24https://bsky.app/profile/coverdrive12.bsky.social/post/3mitsxd6u6s2aIt amazes me that NASA still uses units of nautical miles. Why is this?06 Apr 2026 17:45 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mitsxd6u6s2ahttps://bsky.app/profile/coverdrive12.bsky.social/post/3mirgpjxms222With his declining mental faculties on full display, Trump is literally begging for an intervention.05 Apr 2026 19:00 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mirgpjxms222https://bsky.app/profile/coverdrive12.bsky.social/post/3mipil4tr2s22Gonna need more X subscriptions, too! [contains quote post or other embedded content]05 Apr 2026 00:28 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mipil4tr2s22https://bsky.app/profile/coverdrive12.bsky.social/post/3mip4tnh5fc2fThat's even better than Trump's "bare relationship". [contains quote post or other embedded content]04 Apr 2026 20:58 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mip4tnh5fc2fhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mionnut35k22For those of you who missed out on the March Starlink sales event, we have a new April sales event. Let's get those subscriptions up so we can boost the IPO into orbit! [contains quote post or other embedded content]04 Apr 2026 16:27 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mionnut35k22https://bsky.app/profile/coverdrive12.bsky.social/post/3miomvn3bt224Here's a fun Artemis website from NASA. https://www.nasa.gov/missions/artemis-ii/arow/ Right now, both the spacecraft and the moon are travelling at nearly the same velocity, about 1km/s. Their paths will intersect in about 45 hours.04 Apr 2026 16:13 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3miomvn3bt224https://bsky.app/profile/coverdrive12.bsky.social/post/3mim6zsug6k25Trump needs to find a more secure source of aluminum closer to the United States. [contains quote post or other embedded content]03 Apr 2026 17:00 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mim6zsug6k25https://bsky.app/profile/coverdrive12.bsky.social/post/3mijrlunrms2u🚨 Tesla Earnings Estimate Based on the Tesla’s Press Release, my spreadsheet is at 17 cents EPS non-GAAP. ** Assumptions vs Q4: ** Auto sales down 14% Auto leasing down 50% Energy storage down 38% Gross margins same as 2025 avg Operating expenses unchanged Reg credits $0.5B No surprise adjustments02 Apr 2026 17:54 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mijrlunrms2uhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mijnou7qfs2uTrump is confident rates will increase while the war continues. [contains quote post or other embedded content]02 Apr 2026 16:44 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mijnou7qfs2uhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mijlemcyic2u*** Tesla Production – Q1 Update Deliveries of 358k vs consensus 366k. Production of 408k. Although Tesla production was their second-lowest quarter in 3 years, it still outpaced deliveries by 50,363. That sets records for both quarterly inventory and cumulative inventory.02 Apr 2026 16:02 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mijlemcyic2uhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mieodzlp4c2bBehind on budget and schedule, NASA must decide on how much calculated risk to accept for the Artemis II mission. [contains quote post or other embedded content]31 Mar 2026 17:12 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mieodzlp4c2bhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mibvqqb45k2uSaving money in all the wrong places. Whompy wheels by design. [contains quote post or other embedded content]30 Mar 2026 14:47 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mibvqqb45k2uhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mi57f7gvtk22It may be time to re-think those tariffs on Canadian aluminium. [contains quote post or other embedded content]28 Mar 2026 17:56 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mi57f7gvtk22https://bsky.app/profile/coverdrive12.bsky.social/post/3mi2rnvcggc2gBondi keeps finding new ways to prove to us that she knows nothing about law. At some point, we need to listen to her. [contains quote post or other embedded content]27 Mar 2026 18:45 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mi2rnvcggc2ghttps://bsky.app/profile/coverdrive12.bsky.social/post/3mhybqgm67c2gDropping these Tesla delivery numbers into my spreadsheet, I'm expecting 1Q26 non-GAAP EPS to be very similar to 1Q25. Right around 27 cents. Analyst consensus is still at 40 cents, so expect some downward revision. $TSLA https://ir.tesla.com/press-release/delivery-consensus-first-quarter-202626 Mar 2026 18:55 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mhybqgm67c2ghttps://bsky.app/profile/coverdrive12.bsky.social/post/3mhy6uyw7uc2gElon says, "If you don't believe me, just check my math." So I did. Tesla's "Total deliveries" exceed the sum of all vehicle deliveries. And the discrepancy increases exponentially, reaching 35k units in 2030. [contains quote post or other embedded content]26 Mar 2026 18:04 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mhy6uyw7uc2ghttps://bsky.app/profile/coverdrive12.bsky.social/post/3mhvhyga64s2gWhen your only tool is a hammer. [contains quote post or other embedded content]25 Mar 2026 16:09 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mhvhyga64s2ghttps://bsky.app/profile/coverdrive12.bsky.social/post/3mhvh4vel722gTesla argues that photon-counting technology cannot be disclosed to NHTSA without revealing customer sensitive information. Of course, that's crap. More likely, Tesla doesn't want to be embarrassed when they have to explain that "Tesla Photon Counting" is just a marketing term. [contains quote post or other embedded content]25 Mar 2026 15:53 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mhvh4vel722ghttps://bsky.app/profile/coverdrive12.bsky.social/post/3mhsvmdqow22aHaving grown up in the Space Age, I've always been excited about space exploration. Whether it's orbital telescopes, Martian rovers, or just watching the ISS traverse the sky, it's all riveting. But I can't for the life of me understand the value of maintaining a lunar base. Somebody please help. [contains quote post or other embedded content]24 Mar 2026 15:34 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mhsvmdqow22ahttps://bsky.app/profile/coverdrive12.bsky.social/post/3mho3a2l7fc2rIf you're gonna run a con, make it a big one. This one is challenging, as it requires big time investors who know nothing about what it takes to build and operate a 2nm fab. Let's see if it progresses further than Giga-Mexico. As they say, "Fool me 17 times, shame on me." [contains quote post or other embedded content]22 Mar 2026 17:32 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mho3a2l7fc2rhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mhnwb64yos2rDoes no one sell war bonds anymore? [contains quote post or other embedded content]22 Mar 2026 16:03 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mhnwb64yos2rhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mhlnydfbo22r"I would like to offer, but I won't." [contains quote post or other embedded content]21 Mar 2026 18:29 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mhlnydfbo22rhttps://bsky.app/profile/coverdrive12.bsky.social/post/3mhiyc2fagc27Today is a perfect day to work on my wife's Equinox.20 Mar 2026 16:56 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mhiyc2fagc27https://bsky.app/profile/coverdrive12.bsky.social/post/3mhh5drq3222pWhy does every aspect of this administration need to be a clown show? It's beyond embarrassment. [contains quote post or other embedded content]19 Mar 2026 23:21 +0000at://did:plc:2ip262bcc2yopswnhcomn5o7/app.bsky.feed.post/3mhh5drq3222p