#megapack

Looking at $TSLA in detail... things are going to get rocky...

Tesla Energy continues to grow. The Lathrop factory is pumping Megapacks at max volume. ▶️ 3Speak

We are starting to get numbers out of xAI Colussus in Memphis. The first phase was 156 Megapacks. Now, the company took delivery of another 168. I discuss how they will eventually get to 1,000 based upon

In this video I discuss how Colossus hit 300K according to David Sachs. It also have 150 mWh of Megapack installed. ▶️ 3Speak

Tesla Energy continues to be an area I am watching closely. The growth rate here can be tremendous. In this video I go through how the first Megapack is being exproted from the Shanghai location. Production

A major, but not so covered, announcement was the location of the 3rd Megapack factory. In this video I discuss why the decision to go into Katy, TX was an important one and what this all means. ▶️ 3Speak

Megapack Shanghai will start production on Feb 11. In this video I discuss the implications on this and the timeline. ▶️ 3Speak

The factory in Shanghai is completed. We have to give it to the Chinese, they really know how to build things. This factory went from nothing to completion in 7 months. This was a clean design and construction

The upcoming year for Tesla is going to stun many people. Anyone who follows discussion of the company knows that most still call it a car company. Over the last two quarters, there was a significant uptick

The Megapack factory being built in China is now 45% complete. This means it will be done by the end of the year. Whether the equipment is in at that point or not remains to be seen but at least the facitility

As I dive deeper into the Megapack numbers, things just keep getting more impressive. One of the keys to understanding this product is the fact they are sold on performance contracts. That means that certain

In this video I discuss the next generation of Megapack. This is sometime in the future, not arriving in any numbers before 2026. This is an important solution in an increasingly competitive market. When

The Megapack is the golden child of Tesla Energy. This is something that is a license to print money. In this video I discuss why utilities need this product and how it is a money generator for them. This

Interconnect Energy just plaed an order for roughly $3.9 billion in Megapacks, It is over 3,000 of them. In this video I go through what this means and why Tesla Megapacks are one of the things I am most

The Megapack factory in Shanghai is on track to be completed in Q1 next year. This was stated by the #2 Tesla person in China. In this video I discuss why this is important and how a cap on their energy

The Tesla Megapack is sold on a performance contract. This changes the accounting completely of when revenue can be recognized and how it is deferred. In this video I discuss how that can cloud what is

There is a lot happening with Tesla Energy. Powerwall3 rolled out. We are on the second generation Megapack with the plant in China being built. On top of that, in about 18 months, Megapack3 will be released,

Tesla Energy had a record quarter. This was reflected in both the GigaWatts installed along with revenue recognized. This does not include the deferred revenues due to the Megapacks which requires certain

Tesla is really looking at adding to its energy division. In this video I discuss Tesla having a groundbreaking ceremony in China, starting the process of another megapack factory that will eventually

Tesla is going after peaker plants. This is a use case they are already addressing and one with huge potential. In this vidoe I discuss how we are seeing a change in the way utilities are thinking about