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His behavior the past few months on Twitter has been dissappointing but doesn't have material effect on Tesla. I don't require him to be some perfect Jesus figure. I worry about burnout and that's about the extent of it from a tesla perspective

I don't want an independent board. I don't want a CEO that gives a *sugar* about your day to day account balance, or mine. I want a CEO that creates value at a rate much higher than the rest of the market, that ignores entitled little shits that think less risk should be taken or less money spent...

Sell them at 1.5 buy more at .40. Repeat

Fyi, inventory (primarily cars in transit to customers) ALSO dwarfs payables. You should consider that.

Actually you would just watch spreads widen. We deal with different fee structures every day and HFT fees are an enormous expense that that all deal with

The type of front running you refer to here is a bit misunderstood. Market makers can see order flow and adjust to be the price that things get matched with. Actually submitting fake orders or other strategies to drive the price on a direction carries enormous fined . You aren't even allowed to...

I'd agree with this as I think many will be inclined to take the $5k upgrades (Roof, Stereo, Interior etc ... ) I simply don't need 320 miles as I have a level 2 charger in my garage and rarely need to drive over 220 miles in a day. Even if I did need to drive more miles I'm sure I could hit a...

The consensus was idiotic. The consensus ignores the 200k limit. The consensus assumed immediate delivery of everything produced. The analysts that form the consensus are straight horrible at what they do

Can't wait to buy some July 20 360 calls when IV settles

They run 3 shifts on a 4/3 schedule and that is sustainable

Oh goodness you are cute

They are super desperate. They refuse to listen to anyone outside their bubble so to them all they know is that Tesla is going to 0 for being fraudulent and that it's happening soon. Seeing things continue to go against them and to a price where almost every one of them is in the red is...

Sadly I'm a pathetic trader, truly horrible and slow on the trigger. I purchased at 249 to my infinite shame. Please forgive me

This is true, however just blanket "go back to last Tuesday" would also remove large amounts of positive changes. Sadly this type of thing takes a while to work out, specifically since it said the guy used other people's accounts to do it.

They tend to just be well known by people following it, even Google and yahoo finance pages don't do a good job. Delivery numbers are 3ish days after reac quarter end. Earnings and conference call are the first or second Wednesday, 1 month after quarter end (so April, July, October, Jan)

Spreads will get wider certainly, but any lead market maker would be fined if they just disappeared

I think that, historically, every person who had used demand issues as a basis for shorting have gotten absolutely demolished. There haven't been any demand issues in the past, and with a 2 year backlog there aren't any coming soon either. Do be careful.

So far this has aged poorly. Just a reminder to new people here, predicting the short term movements of a volatile stock is basically impossible most of the time, no matter the conviction and excitement in the person making the prediction. Long term is much more doable

I'll get back to you on this a bit later, Im swamped at the moment. A couple quick hits though: I disagree with the statement that options market makers are usually net short calls and puts out the more calls than puts thing. On bring long vol, yes the goal would be to be long vol before the...

If Tesla does prioritize non US deliveries for the rest of this quarter, maybe inside EVs numbers (showing a massive decline in US #s) may present a quick buying opportunity?

Actually, a lot of this is incorrect . Market makers almost what's trade roughly Delta neutral. We make our money on trading volatility. Spreads will certainly increase, but market makers will be trying to get long vol if they aren't already at that tube, so they will be buying ATM options ...

I mean, it's a private company, they really don't have many controls on that type of thing. It's really a non issue, especially with the state of the cap table

Right, I'm using "the stock appreciated significantly since the acquisition, therefore it wasn't against the interests of Tesla

The suggestion was that they would but Tesla bonds, not that they would bail out Tesla, which isn't something that's needed

All the shareholders made significant returns if they held, so what basis will they have to deserve damages? SCTY assets generate cash flow, the bailout stuff is and was nonsense.

The suit will not be won by the plantiffs, it's super duper obvious. It's an attempt at settlement extortion and nothing more. That's why it's irrelevant . The cash burn related to it is a rounding error, and there will be no damages awarded, so who gives a *sugar*?

Here's just talking about a dumb lawsuit that won't go anywhere for the plantiffs

Yep, the same time it's always been, Q3. I'm not 100% convinced there will be a squeeze, but there absolutely should be share price appreciation.

Not according to every SEC audited statement they have made on the matter, no.

Disagree .Give me some sweet sweet 150$ TSLA anytime!

Regression testing does seem a lot harder on a hardware device like a car .Can't just kick off tests in your build and feel good, people would likely need to drive certain situations for proper QA and regression. Maybe there's a way to sim, but I think this criticism is something that makes...

Answer: Who gives a crap. 3-6 months from when they like the numbers. Anything more specific is only relevant if you want to be pedantic.

yep, that's why you don't understand this stock, and that's why your short will fail. That type of thinking drives short term, quarter to quarter pumping that ende up creating stagnant, shitty companies

Yeah it's Yep it's reasonably concerning. Don't think it will effect stock prices in the near term or anything though

I'm not sure they own that much? Should be a way to find out right? I might have this mistaken with a different shareholder, but didn't a group with 13 shares propose this? Or was that the remove Elon nonsense?

Fully agreed. It's hard to talk people out of that at market highs, and sometimes it's hard to realize it's not a great time to buy. I bought at 257 some time a couple of years ago (after the 280 ATH when we were running back up towards it but not getting there). I think it was model X short...

He is offering people the ability to sell shares to him at prices between 260 and 280 at various times in the future. They are paying him money right now to make that gamble, which he is keeping. Due to the high volatility of TSLA they are paying more juice for that bet than normal.

Exactly! Great things are happening and the market is irrationally ignoring those in favor of ignorant arguments, some of which were even directly, verbally, and specifically refuted by the CEO and leadership team. If you polled this entire forum, I can almost guarantee this is the exact type...

If you are one of the people that got all exuberant and bought above 350, that's your fault. 5% of my shares are under water, 95% are green. My highest buy price is 301, llowest 147 (thanks SCTY merger fudfools!) We don't need steak, only short term price is concerned with sizzle and steak...

You misspelled "wait, then buy more"

Just FYI, there are several syndicates that absolutely crush horse racing consistently with a data driven betting approach. It's basically a beaten game. Thanks to that I tend to agree with your analogy . Long term Tesla longs know the critical data better, know which sorry arguments and news...

Guys, he's just not very good at his job. It's really simple.

Yes, and if gravity suddenly reverses SpaceX job gets a lot easier. These things are just about equally likely, so I'm not sure why your brightb yours up?

Well considering his projection for all of 2018 is less than half of current weekly production, his guesses can go pound sand.

That depends on how much me springing for the upgrade influences the ASP :)

I appreciate the answer! Would you say they work well for a lazy cleaner? Are they something you need to stay on top of or so they kind of keep track of themselves?

How are they holding up? Any stain resistance? Do blue jeans rub blue into them? I'm strongly considering them but have some concerns

I have to disagree with you there a 40% discount on a company that was 100% not going to bankrupt while being a market share leader is always a good deal, imo. There was absolutely 0 chance that Musk let's SCTY go under and there was <1% that the merger would fail. Free money all day

I tend to agree with your thinking on timing Honestly, it might need to wait for that positive EPS hopefully in Q3 but definitely by Q4. So many shorts and analysts are likely to write things like "while we are encouraged by model 3 ramp we are not convinced that Tesla can make money at the...

If only we got delivery numbers in June the Jun 8 weekly would be really sexy