Recent content by ammulder

With things as they are, it would be crazy to put out some aggressive goal, then (force majeure) then they miss it by 5-10% and get crucified. If Wall Street is happy with guidance of 1.8M, why not give them what they want to hear and then (God willing) beat it? We know Tesla has higher goals...

I'm happy that the guy predicting hot CPI after being right 7 times in a row... was wrong. My sold calls may not be as happy, though.

Yay, macros! (not)

Wait, what’s this weird color showing?

Is there really market excitement over a Q3 2023 rumor? If there was going to be excitement about anything I would have thought the Semi. But could also be the recovery effect from holding the price down on Friday? Anyway, I rolled my 12/2 195 CCs to 12/9 202.50 for a modest credit. Likely...

I think a lot of TSLA investors must be feeling this way, because the slightest jitter and BAM it's knocked down another few bucks. (Then gets held down while macros recover.) Really getting old.

It does that for me at a small bridge on a small road. About a year ago the bridge was under construction and only one lane got through, so they put temporary stop signs on each side and cars had to alternate going through. That’s all completed now but FSD beta “remembers” the temporary stop...

FSD beta is completely different software compared to non-beta, so it’s not really worth comparing the two and certainly not possible to draw conclusions about the beta while only trying the non-beta. Also, the traffic light behavior you describe is working as intended -- with the non-beta...

Gutsy. What’s the plan if we hang out in the 180-190s for longer? I would be afraid there wouldn’t be week by week level rolls available, only increasing strike or paying to roll even/down or rolling out farther in time and waiting to catch up.

So hard not to be excited by the news that Elon was selling — that is, it’s not just that investors hate him or TSLA but there was some other reason for the punishment the last few days. And a nice bump up in early trading even against the macros. (Edit: haha that didn’t last) But then I...

I feel for you — margin calls suck. But I would also prefer to keep TA in TA threads and day-trading stock out of the options thread. No offense to any TA fans but personally I don’t really believe it has good predictive power, so to me it’s reducing the value of this options thread. No...

I mean, Shanghai should be producing 80k+ in addition to which there's what, a 15-20k tailwind of undelivered cars from last month? There was a holiday week but they said they were going to be working through the holiday week. I saw someone say here that they weren't at full capacity over the...

LOL, I see what you did there...

So this morning the NASDAQ is slammed, Shanghai wholesale numbers are underwhelming, we're going into MMD hour, and TSLA is green. It's like the Twilight Zone over here.

Well that sucked. New take on the golden oldie: Q: how do you know when Powell is crashing the market? A: …his lips are moving. Very happy that my buy to close order triggered on open put spreads at 2:29. Spared me a lot of indigestion!