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Research/Innovation takes time, chance and luck ... Besides being a super good engineer, Chris is also very connected and respected in the field of computer science. He will be able to find/convince excellent engineers to work for him just like what he did in Apple in case of LLVM and Swift. And...

Its a very positive sign. I know Chris from work. But this may take months and years to be reflected on the SP =). I think its amazing Tesla is willing to take Chris as VP for autopilot, given he is a compiler engineer. Its a very bold move, but a very good move IMHO. Chris will most likely...

I voted in favor. and 2 of my friends also voted in favor.

I said grew 2X, basically 3X of original price. I think TSLA is a very promising stock in the next 5 yrs if you can discount macro movement. Thats why i am shorting the market a bit.

I get you, hopefully TSLA can be like NVDA that grew 2X in 10 months or so ... Thats called "really growing"

You sir are a very intelligent investor. Need to focus on long term for TSLA, I enjoyed reading most of your posts !

I like your spirit. But i also put aside some money just in case of market downturn. I am also thinking about shorting SP500 with long CALL option.

I wonder what is still keeping you invested in this stock after "so many disappointments" ?

His goal is to drive the stock down as much as possible so that he can make a profit. I do not think he believes TSLA will fail.

Short-term definitely yes. But long term, I think its important for Tesla to get into the energy generation business. I see the solarcity deal as somewhat a bailout with potential upsides.

I think this is an indication that Tesla believes the merger is going to go through.

I think GM deserves some credits for making a good EV. Its unrealistic to expect TSLA to be better than GM Why do you think the SP will drop if the dealer does not go through ?

I think the gross margin for Bolt will probably be lower than M3. Achieving a high gross margin is very important to the market value of an automaker. Look at Toyota vs GM/Ford. Toyota has the best manufacturing capability, thats why I think Tesla manufacturing effort is now largely undervalued.

I vote for I3.

I think Tesla must be able to compete with other car manufacturers. I do not like winning because no competitors. I will hold my TSLA long term for 5 - 20 years, possibly getting more if market crashes. I believe in the execution team and Elon Musk. Eventually Tesla needs to build business...

Tesla revenue will have almost 3X since 2013. And the SP barely changes ... This is sad given the market rose somewhere 60% I think. I think TSLA is about to go up, breaking the 300$ SP in the next 12 months.

OK, suspecting that. I think Q3 is gonna be big !

I do not get it, this quarter earning increased significant while the annual decreased significantly ?

Sure, I hope it happens, but I doubt it =).

OK. Are their panels cheaper or they spend less on customer acquistion ? what results in this price difference.

what sort of value do you think solarcity can not offer there ?

May I ask why are the 4 hosts still doing the show if they can make money from the stock market. Clearly they are not sure they will be able to make money and they know they could be wrong. I prefer to placing my trust in people with more information, EM in this case. Even though I find hard to...

Also, keep in mind, SCTY has yet to expand to markets which electricity is much more expensive than the US, e.g. Germany, Australia, etc. I think they will be able to make more $ per installation there.

This seems to be a positive sign for SCTY's financial. SolarCity raises $305 million in deal advised by Soros' firm

Q3 blowout requires a few more weeks of hard work. I think there are some investors not happy with SCTY deal and one of them sued Elon Musk. But i do think these are minor issues and SCTY deal is likely to go through ATM.

I doubt recall sequeeze will happen at this point, the volume today is not enough to support that theory IMO.

Any detail on what the deal is ? How much equity ?

Sure, the spread is shrinking today. I think if SCTY can show a good Q3, the deal will very very likely to go through (Not sure whether the vote will happen before that). AFAIK, solarcity is already cutting cost to show a better balance sheet this Q. Tesla Q3 is likely to be good, possibly a...

I feel I am inclined to agree. I think these issues probably have been largely assuaged, otherwise he would not mention them.

I think the SEC document states if SCTY does not vote YES, its considered a NO to the merger. This is different for TSLA, if you do not vote, its considered a neutral.

Would share recall happen to SCTY as well if it happens to TSLA.

Do not worry about them . The problem with them is that they do not seem to be able to look at this company in a fair and just way. They seem to have some sort of personal vendetta to Musk.

Only if TSLA stock does not drop significantly and the deal goes through.

Solarcity does residential and commercial solar and If you listened to TSLA+SCTY combine call, the drop in customer acquisition cost is not trivial and there are other benefits I will leave to you to find out. Solar farm can take up significant pieces of lands and there will be transmission cost...

Well said, except I do not think customer acquisition cost is lower than panel cost I think. Similarly I own a lot of TSLA and some SCTY and will YES for both. I do not want to be a micro-manager. I believe in Elon and want to give the man total freedom till something horrible happens.

Sure. but if enough # of ppl believe the gambler fallacy, they may buy in to take a short term profit and drive the stock higher =)

My guess this will probably be close to the last offering, if not the last. Probably 1B$

What would you say to TSLA+SCTY merger ?

This is what I would say. Arbitrage is getting too big for the big investors not too capitalise. A lot of this can be irrationality or FUD. TSLA has dropped to 140ish Feb this year and it rose to 260 in as little as 2 months I think. Market gets it wrong all the time (of course sometimes...

Why ?

I have a simple question, who maintains the spreadsheet ?

can you post a link to the article ?

what is the difference between a record date and a voting date.

This rate is an annual rate usually ?

I also added SCTY shares at ~17.3 and vote Yes for both company shares.

I am new to short, what is the rate here ?

Exactly!. But i do think things are looking up to TSLA from now till end of year. But its impossible to 100% predict the market ...

TBH, i do not know how they operate. But i think its possible that they vote differently. However, I think FMR llc holds a lot of SCTY shares as well. So I am inclined to think they will vote YES.

I think you really need to hold TSLA long term to make profits ... TSLA reminds me of Amazon, Google which you need to hold for 5+ years to see the company grow and your profit rising slowly and hopefully surely

I think this TSLA+SCTY merger really depends on institutional investors, they hold ~65% of all the outstanding shares. Given Musk recused his ~23% of all the shares from voting. It comes down to how the institutional investors will vote. And it has been awfully quite on their sides as well, FMR...