Recent content by Dig deeper

I thought we were in March 2024? ;)

Opex.

8K just filed. We are getting a new CFO.

Exactly, Gen 3 will be the realization of that patent we first saw years ago with the car in the center of a huge casting machine.

*You* are my data point. The louder keyboard justice trolls like you get, the closer we are to a bottom. Aside from virtue signaling to us how amazing your social circles are, you've done very little "data point" presentation. Now go for a walk and find something else to panic about or...

These data points you mention, are they in the room with us now?

He has disclosed that he is long J25s, in size. His stated time frame is 12 months for the MP thesis to play out. If he is anywhere close to being right on margins and timing of the MP ramp, Leaps are about as underpriced as they were in 2018. FrankSG Also noticed the potential opportunity a...

Employment not falling off of a cliff while inflation does is the "soft landing" scenario. Hard to have a "nasty" recession unless unemployment spikes. Offset by the fear that the FED may see good employment numbers as a sign to keep raising rates and in turn overdoing it.

I want to share this video to explain *some* of what is going on with recent price action and specifically this huge monthly expiration. As these put positions get closed, either ITM/OTM, the pressure on the stock should start to abate. Not sure that this is the bottom but it was one of the...

It's been a while since you posted your MM/dealer net delta options chart. Don't remember if you have a different name for it. Is that showing any clues how they might be positioned? Not an options guru but it looks like a gamma pin broke at 160 and got driven further down via aggressive...

I agree with your clarification but it seemed like a veiled suggestion that TSLA would be the type of stock WB would buy, especially during a recession with compressed mulitples. Quasi infinite demand for PowerPack is exactly the kind of hedge that berkshire hathaway needs. BH own a good amount...

This twitter spaces is probably going to save the stock. The irony.

It's a sign of healthy demand. ;)

There are very few things more dangerous in finance than being right for the wrong reasons. A lot of early success being another big one that goes to people's heads. If he takes this situation with tsla stock as a confirmation of an accurate reading, he will no doubt build even more confidence...

We already sacrificed a mule, what more do the gods want?