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  1. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hey Knightshade. You are the options guy with bloomberg terminal? IF that's the case, there is money to be made in options of TSLA again. When knightshade is back, options game is back :)
  2. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Definitely better than with a driver. So the valuation should be much higher than the current ride hailing business as the margins are going to be higher
  3. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes. That is correct. Uber's valuation as well is not just Ride Hailing. but also it's food delievery business. I think the Ride hailing business is probably 60%-70% of the total valuation of ±220B.
  4. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I never thought about this. But Tesla is clearly building a ride hailing app that is competitor to Uber. It announced it at earnings call. Tech stack of a ride hailing app is easy/Okay level of difficulty to create. But operations is tricky to get right. Takes some effort to get the operations...
  5. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apparently they are getting buyout offers of ±7B and are rejecting them https://finance.yahoo.com/news/us-steel-rejects-7-3-011412063.html
  6. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Check out this video showing thousands of BYD cars not being used. The creator of the video is extremely biased and talks a lot of unnecessary words, but good info point about how BYD got such a high number of EV's
  7. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I found an interesting Linkedin post about how AI views all car brands. Tesla's cheetah looks fantastic. You gals and lads will have fun with it. Have a look, the images are very well done
  8. amolina

    Would the early Cybertruck reservation prices and FSD prices be honored?

    Thanks for clarifying. Do you have any links or anything that solidly says that FSD prices won't change? That means a cyber truck reservation is already worth 8k since FSD has increased in pricing so much
  9. amolina

    Would the early Cybertruck reservation prices and FSD prices be honored?

    Hello I ordered Cybertruck in June 2020 and was wondering if the FSD prices and cyber truck prices will be honored. What's the latest information on this now?
  10. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Helloo All, With Large Language models taking the world by the storm, and NVDA having massive demand requirements. The world needs more GPU. Especially sitting in supercomputer clusters far away. Can somebody knowledgable comment about the latest state of DOJO? Tesla needs to provide more GPU...
  11. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thank you so much for your response. Yes I would play around with combinations
  12. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    might be a great time to be selling puts now. I am indecisive about which dates though. Can someone give me some ideas? I have a lot of dry powder that I am hoping to get assigned all the while I collect these high IV premiums. IV is all time highs of the year
  13. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Where is this thread mister? Exciting. I measure my net worth in Tesla shares. My net worth in Tesla shares just took a huge print upwords. Been holding some cash this 2022. Deploying it slowly now
  14. amolina

    Russia/Ukraine conflict

    Probably because of Good old Russian news. Russia to recognize the independence of Donetsk and Lugansk. Russian index down 10.5%, check here
  15. amolina

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    One of the best places to stake Luna is with Anchor protocol. They got something like 10B worth locked in. Check out the details here https://medium.datadriveninvestor.com/anchor-protocol-overview-and-step-by-step-guide-3fe31af4b22e You can also check out some help with Youtube
  16. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wanted to congratulate the whole TMC family here. Amazing stuff. I have been busy building products and have not had time to be trading options. I still have a big portion of my net worth in TSLA and will probably continue to do so. So have not been able to catch up with you all. But amazing...
  17. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Does anybody know how does this mutant is really affected by the vaccines. Doctors in the house can confirm?
  18. amolina

    Looks like the Infrastructure Bill passes! (not the bill with EV tax credits)

    So your VIN should not arrive before the decision is made? Does the decision of whether or not you get subsidies is dependent on when your VIN number is produced??
  19. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    More like a from the crypto markets. Dayum!!! Love it. Congrats to all. I stopped trading options a few months ago, since IV is down so much. But my HODL position is printing. Hell yes
  20. amolina

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    My cash out scenario is simple. Take crypto profits into Tesla stocks
  21. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hey Folks, I would like to dabble again into investing more fresh money into Tesla and its securities. Can't get enough of TSLA :) However, I am pretty annoyed and disappointed with my broker Interactive brokers UK, after the Brexit rules came into place. I was forced to switch to IB Ireland and...
  22. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For sure. I am so excited that my family would be contributing to the Tesla Quarterly numbers finally. I told her " I finally have a reason to visit her now :P" Sharing my happiness with you all. I will be buying a cybertruck at some point as well. Might have to move away from Berlin for that...
  23. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah ofcourse its an iterative process. But I would really love it for her to get the 4680 structural battery. I have not been trading Tesla recently so not in the know about when it is finally expected to arrive
  24. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    She wants a Model Y and she lives in San Fransisco. So was wondering how long would she have to wait before ordering from Texas? Also is there a way to order specifically from Texas and be in the queue for that?
  25. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What are all you smarties thinking about the CPI reports? What would be your moves?
  26. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What are the reason for those phantom prints? Is somebody buying it in a liquidity constrained exchange and jacking up the prices momentarily??
  27. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Oh well well. Could it be that they were the ones who put these puts on in the first place?? Considering how much of an action we saw this whole week? In any case, totally misjudged today's actions :)
  28. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Looking at the open puts, 680 should not be allowed to expire in the money. There are 22.4k puts at 700 open right now
  29. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I see there are 11k 700c, 4.6k 690c for today's options market still open There are also 22.4k 700p and 6.25k 720p . Maybe they would try to drop it down and scare these calls off?? and then buy it up and close above 700 or 710? As many discussed here that Robinhood (other brokers too??) has...
  30. amolina

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    BTC is a very long term play. Please try to understand the narrative behind BTC. Michael saylor does a great job here explaining it in a few seconds. For some reason, I am not able to embed the time stamp. Please start 4 minutes. WAtch it till the end Video here
  31. amolina

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    I dabbled a little and bought BTC at 10k levels. BTC is going to moon people. It is just starting. Wall street Manipulations are written all over the BTC and Crypto market. It's always the signs that wall street is going to move in. They need your coins and they just steal it. A last few days...
  32. amolina

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Are there any BTC or ETH option traders in the house? I would love some scheming to predict BTC Implied volatilities on Deribit. Deribit has got the longest dating options and is super convenient to use. You could also use the BVOL indicator to understand the IV, however, you cannot trade...
  33. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There you go boys and girls. As soon as Fed said they are not raising the rates, BOOOM it goes back straight to 695 and more. There are many funds which did not get to get in at 695 at the time of SnP inclusion. Now they did. Great stuff
  34. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah that's what. Hard for me to think that this baby ain't going straight up to 695 at market open. I say 695 to be on the conservative side Noone can predict the markets perfectly (Unless you are lycan who prints truck loads with options). All we have is our reasoning
  35. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hard for me to swallow that big benchmarks would not be buying below 695. Remember boys and girls, if they get any little extra before 695, they can beat the market. Now apply game theory to so many benchmark funds and it is easy to see that TSLA cannot spend too much time below 695 Imagine a...
  36. amolina

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    The main thread has helped me understand so much more about the bond market and the yields. Here is my understanding. The yield for bond market ( 100 Trillion dollar market, i.e. about 3-4 times the stock market) has been rising up (about 0.5-1%) since a week in anticipation that Fed would...
  37. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    thank you for this explanation. Makes a ton of sense now. So basically, bond holders were trying to get rid of the 10 year TTL and hence the yield increased by about 0.5%. Understood. Its such a pity that this BIG/conservative money that buys Bonds, would probably not chase Bitcoin or Tesla as...
  38. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think The BTC chart is telling us something. Are we listening?
  39. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I am not sure if this was posted when it came out This video really shines with the left unprotected turns. It has already improved compared to the previous versions a hell lot. Super excited about the next release which is supposedly a step change. It's going to floor everybody
  40. amolina

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    since we are speculating so much, I got another explanation of Elon's "metafork". He seems to be pretty consumed with Crypto at the moment, so what if he is thinking about Ethereum and its hard forking with ETH 2.0? What if he gets involved with it somehow?
  41. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Bloomberg published this article Inflation Angst Is About to Rewrite the Stock Market Playbook Since its behind a paywall, find below the most important thing to think about. "While inflation’s ramifications for the broader market are not straightforward, a look under the surface shows...
  42. amolina

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Apparently a Tesla developer claiming he wrote the program to buy Bitcoin on behalf of Tesla. I'd be dammed if this is a real insider. Would be watching this account closely next time. https://www.reddit.com/r/Bitcoin/comments/kpc8gw/you_heard_it_here_first_our_company_just_bought/
  43. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elazar is great, however about a few weeks ago, he bought into the FUD of USD tether coins and recommended to sell BTC. BTC has moved ~40-50% upwards since his recommendation. BTC has the same rule as TSLA boys and girls. Thou shall not trade TSLA and BTC, thou shall ONLY accumulate TSLA and...
  44. amolina

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla is going to pump Bitcoin. Bitcoin in turn is going to pump Tesla , so many institutions looking to hedge their balance sheets at the moment). Dayum. This sounds like vicious cycle of pumping is coming
  45. amolina

    GME and AMC stock action (out of main)

    The tactic seems to be to create a dip, Let the wallstreet autists/retards buy the dip. As soon as they do it, slowly walk the stock down. This not only causes the most ardent followers of the moment to lose money, but also lose faith. today is full of fake heads. Obviously very unfair, because...
  46. amolina

    GME and AMC stock action (out of main)

    I am pissed with IB. Not allowed to buy more GME as well
  47. amolina

    GME and AMC stock action (out of main)

    Thank you @Artful Dodger for bickering about Naked shorts the whole of last year. You got so much flak for it. But here we are, finally getting justice. These market makers allowing naked shorts gotta be obliterated Food for thought: After all of this settles down, we may see the need for...
  48. amolina

    GME and AMC stock action (out of main)

    Who else is glad that all this drama is unfolding, so that we inch closer to the Tesla Earnings call without having to wait?