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  1. SN_8

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

    This is a prime example of why wagers should not be allowed on this site. But it happened, and you lost, so you should pay. But either way for goodness sake please stop whining about it. "No, no Mr Bookie. You don't understand. I didn't think I could actually LOSE when I made the bet."
  2. SN_8

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

    ChatGPT knew exactly what it was saying. And if AI has already learned how to subtly trigger the mods with that Twitter comment, we'll all be replaced sooner than we think. 😧
  3. SN_8

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

    It would be interesting to add a column for what happened the following week in each of those cases.
  4. SN_8

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

    "Your car has the best technology and acceleration on the road .. Don't you want the same for your business?" I hear it every single time I get in the car... and then some. So how much does Netsuite pay Tesla to annoy the heck out of me, and are there other similar targeted advertising...
  5. SN_8

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

    And not once have I seen @ZeApelido link to his own tweets. He only links to tweets by some guy named Joe.
  6. SN_8

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

    CNBC host just now: "What do you do about TSLA?" Craig Johnson, Piper Sandler: "TSLA is 70% off it's highs. It's way oversold on an RSI basis. We expect a relief rally.... I would sell it here."
  7. SN_8

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

    I told everyone during premarket that Krugerrand would need to load up on millions of demand shares yesterday.
  8. SN_8

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

    I'd be thrilled if it was only a decimation </pedantry>
  9. SN_8

    Wiki Selling TSLA Options - Be the House

    When the original tweet was posted in the premarket, what was the implication? That someone on WS was signaling something? Whether lucky or informative, either way it's interesting that it appears we'll actually settle out at 111.
  10. SN_8

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

    How about, "Son, we agree. Your inheritance IS trending to zero." ;)
  11. SN_8

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

    Good news... There will be lots of buying pressure tomorrow. Krugerrand is gonna need to buy as many shares as Uncle Leo.
  12. SN_8

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

    (US specific) Yes, and that's the most dangerous part of the wash rule. Typically you'd be able to claim the loss eventually, but NOT if the loss gets permanently disallowed due to a purchase in a non-taxable account within the 60 day window.
  13. SN_8

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

    What state is supporting this plan, exactly? His country of birth, citizenship, or residency?
  14. SN_8

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

    I generally agree. The discussion here on this topic has shocked me in that so many posters that rave about "first principle thinking" are at the same time so quick to forget it to try to align to arbitrary government definitions. Let's make it heavier; let's make it less aerodynamic; let's add...
  15. SN_8

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

    NOTE: this post is neither asking to dox Troy or to pile on about anyone's usual complaints. But part of the reason I, and perhaps others have difficulty trusting his analysis is because we don't know anything about him or his experience/background/training/expertise/cv/etc. Obviously, most...
  16. SN_8

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

    Noted. But I said 6 YEAR low. Compare that with her largest holding TSLA which is still about 10x over that same timeframe. So good on her for selling TSLA when she did? Sure, I guess.
  17. SN_8

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

    ARKK is at a 6 year low. If I recall, much of the criticism was not just that she was selling "low", but that she was replacing TSLA with crap.
  18. SN_8

    Wiki Selling TSLA Options - Be the House

    OT: Have you ever posted your thoughts on the likelihood and timing of Neuralink realizing their claims about mitigating spinal injury? I'd love to read it if you have. Not so OT: Your list of positives and negatives are spot on. I (fortunately in retrospect) sold to close some leaps a few...
  19. SN_8

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

    That's not how it works. +50% would bring us to 225.
  20. SN_8

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

    Enjoy. But is it really a vacation? What is a "vacation"?
  21. SN_8

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

    I'm not sure what's worse... Never knowing whether Elon will sell millions of shares on the open market, or knowing that we're destined to rehash the rebalancing question every. single. time. Rob explains it like we're 5 in this video. I don't know why Alexandra is getting this wrong after...
  22. SN_8

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

    Not sure if serious... You need to look no further than the last quarterly call to see when he did exactly that.
  23. SN_8

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

    I can relate. It seems like the timelines for all my major discretionary purchases have been elon-gated recently as well. 😔
  24. SN_8

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

    I concur. And if he can share 4 days earlier, even better. 🙏
  25. SN_8

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

    Nobody claimed that humans are logical or consistent creatures. It doesn't matter that other car companies were associated with bad things. The adage "Perception = Reality" seems apt in this case.
  26. SN_8

    Elon & Twitter

    It's perfectly reasonable to have Shift4 as a strategic partner for your new alternative payment method to help with widespread distribution. You don't need to spend $4B for that, which is what Alexandra was suggesting.
  27. SN_8

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

    Good post, and everything you wrote is absolutely correct. But the genesis of this conversation was Alexandra's suggestion that Shift4 would be an acquisition target for Elon. Shift4 is inseparable from the legacy payment ecosystem you just eviscerated. Every Shift4 merchant is on the hook for...
  28. SN_8

    Elon & Twitter

    I'm not going to say she's wrong, since it's impossible to predict Elon's actions, and he does have a personal relationship with Jared, and he's recently proven that he likes overpaying for companies. But the payment processing services provided by Shift4 (including the functionality she...
  29. SN_8

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

    He's not selling. He's too busy helping DojaCat with her twitter account support issues. #jokingnotjoking
  30. SN_8

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

    (** Fine, a little more than "slight" underperformance I suppose.)
  31. SN_8

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

    I for one look forward to getting back to the good ol days of being able to complain about TSLA slightly underperforming it's beta.
  32. SN_8

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

    "I couldn't have been selling; I was on a Twitter Spaces speaking with advertisers the whole time!"
  33. SN_8

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

    Elon is live on Twitter spaces right now talking about Twitter and advertising, fyi.
  34. SN_8

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

    Thank goodness 3% down isn't nearly as much as it used to be.
  35. SN_8

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

    I want no part of whatever that bottom button does.
  36. SN_8

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

    Elon selling. Elon buying. Elon, please stop day-trading and get back to work. You have like 5 jobs.
  37. SN_8

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

    TSLA down 6% and I learn that Alex has me on ignore too?! What a way to start the week. 😭
  38. SN_8

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

    Amen. There seems to be this ongoing disagreement about Troy on this board, but if he just listened to Rob he wouldn't be nearly as off-putting. Edit: And it seems that Troy actually blocked Rob because of his comment. Seems like a poor choice for someone that analyzes Tesla. 🤷‍♂️
  39. SN_8

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

    Maybe it's just me, but I don't even get the joke. "Overhang" is not the same as "hangover". Can someone explain it to me? Either way, seems like Gary is following Munro's career progression. White collar professional ➡️ aspiring social media personality ➡️ tchotchke salesman.
  40. SN_8

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

    Please do not give Elon any ideas.
  41. SN_8

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

    Forget whistles. Forget perfume. Given the bear market we're in the next novelty item Elon better sell us are these steel Baoding CyberBalls™.
  42. SN_8

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

    He hasn't sold. But large stake? I suppose that's relative. I'll let everyone decide for themselves whether they consider a fund holding 4,544 shares a large stake. Gary does a great job of getting a disproportionate amount of attention. I'll give him that.
  43. SN_8

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

    Denied by Elon with additional detail about the one time he ever spoke with Putin 18 months ago. Well before you posted this article. Mod: left this single post in place to show that the quoted post is misinformation. Deleted all the rest (including the original). --ggr
  44. SN_8

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

    Yep. But you forgot: stop getting credit rating upgrades, and stop being disproportionately rewarded by government tax incentives.
  45. SN_8

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

    Those cleaning and upholstery repair bills though...
  46. SN_8

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

    Analysts this week: "Tesla underperformed our Q3 delivery expectations." Also analysts this week: "We are increasing our Q3 earnings estimates." :rolleyes:o_O🤪
  47. SN_8

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

    Didn't realize Dan O'Dowd posts here. ;)