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Recent content by dakh

  1. dakh

    ideas on constructing a macro-neutral long TSLA trade

    Thinking about this some more, it would be interesting to play an options game in this direction as well. Sell '24 QQQ LEAP call and buy same expiry TSLA call, both out of the money by the same %? Should be good timing to do it now because of the IV drop in TSLA calls, although it's not much...
  2. dakh

    ideas on constructing a macro-neutral long TSLA trade

    Hardly been even lurking here since I retired, so Hi! I like the current TSLA setup with upcoming stock split, already great and still improving financials, AI day coming up.. But I'm not willing to take much if any macro risk for this trade. What would be a good way to hedge the overall...
  3. dakh

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

    Reading up on all the comments bummed out about 25K car.. It doesn't really make any sense at this point. They claim FSD is close on the product timeline to the possible 25k car, if they tried to make one. Once FSD is on, the game changes completely. Tesla will need to focus on taxi-type...
  4. dakh

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

    Congrats to all the longs! This I promised at 1000, 1200 and Tesla tequila is getting uncorked.
  5. dakh

    What other tech stock to consider?

    I gotta do this again, thank you @Discoducky! Over 100% gain since I got in on STLD, plus dividend. Sits nicely next to STWD which is 50% up since I was made aware of how badly mispriced it is plus that one pays 7.5% div as well.
  6. dakh

    What other tech stock to consider?

    @Cosmacelf I thought LGChem split off the battery division and I looked into trying to buy some and couldn't figure out how. SK should probably be on that list too. Would be cool to buy into their tech index similar to QQQ.
  7. dakh

    Early retirement strategies

    My last day advancing Azure machine learning is this Friday. I knew for the last couple months, yes it was better and I understood some things about my relationship with the company culture and about myself a lot better because of a different perspective retirement has given me. But it also...
  8. dakh

    What other tech stock to consider?

    I've been trying to figure out what's going on with LG Chem splitting off the battery division. Best I can tell, they will either IPO on Nasdaq or more likely on the Korean exchange. If the latter, I'm guessing it'll take some serous jumping through hoops to get in on that. Anyone got any...
  9. dakh

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

    Are you saying we close just under 700 on Friday? :)
  10. dakh

    What other tech stock to consider?

    And what stock is green today? That's right, STLD. Thanks @Discoducky! I bought 2k shares in a few transactions over time, and up almost 20% since.
  11. dakh

    Breaking into a Model Y

    Ok so you would have to have the phone already authorized, you can't just grab a friend's phone, punch in your password and unlock a car (in case there's cell serice)? Heck I might try it today, have some old phones laying around that would work. On why I didn't take the phone, I simply didn't...
  12. dakh

    Breaking into a Model Y

    I just ordered up an extra card from Tesla and I'll just hide it somewhere, like behind the black plastic rear bumper cover where the hitch access port is.
  13. dakh

    Breaking into a Model Y

    Oh wait, maybe I don't know something -- can you unlock the car from ANY phone, maybe via tesla.com? For all I know, you can't unlock it remotely in any other way but with a phone app that was previously paired with the car.
  14. dakh

    eco friendly dirt biking

    Consider getting a small Oset also for the kid. They're awesome, and you can pony up some $$ for an upgraded battery that lasts a very long time. SurRon started making what looks like a worthy Alta replacement, but they're not yet sold in US and the only US dealer (Luna) explicitly decided not...

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