Recent content by Discoducky

Let's have a quick call and sort this out? Anyone game? There's a space on X I participate in in about 3 hours here:

Yep, it is coming as early as Q4 this year, with incremental improvements culminating in the full "unboxed" manufacturing process later.

Ashok revealed, and I wish I could have asked him directly, that Tesla is on the March of 9s, however, he basically explains it in this clip, which is, IMO, the most important 5 minutes of information on the future value of Tesla as this will enable unsupervised FSD and Optimus. In summary...

I'm a huge fan of options trading....The biggest takeaway for options trading is that Ashok said they have insight into the next two builds of FSD which they KNOW, through validation, are better than previous versions for reliability (listen to the call for the details as they do NOT release...

It has grown so much over the last 12 years and I've let the mod's know that I've put so many people on ignore as I find the discourse abrasive. Everyone is entitled to their opinion and strong beliefs, that is fine, but it honestly feels like yelling fire in a crowded theatre so I ignore it. I...

I heard the opposite that 4680s will be more cost competitive than suppliers cells by end of year.

That got a chuckle out of me, but nevertheless, he mentioned it! Since they have insight into the reliability of the next few builds of FSD and know when they'll be starting robotaxis, that is when I'd do a buyback and trigger the mother of all squeezes.

In all honesty, I have no freakin' idea which way the SP is going to go for earnings today. I think the only guarantee is that it will be a wild ride. 4/26 100x +p75s $0.01 and 100x +c200s $0.06

I'm hedging to the downside (bought $130 puts) as I'm worried about the "one more thing" from earnings today like China FSD or Giga India and I don't wanna be caught collecting pennies in front of a steamroller.

a lot of $150 puts tells me there should be a push to finish today there

This morning something amazing occurred. Based on the below details I believe that Tesla has implemented dynamic map metadata improvements in near real-time. NOTE: This is the **ONLY** place I could get FSD 12.3.4 to consistently fail. Another NOTE: FSD does NOT seem to read/ingest/use road...

A few thoughts below... My sense for the upcoming announcements prior to and at earnings are going to be profound. Why? Tesla could walk down several paths to fulfill the company's mission. If I had to pick one, it would be to resolve each major car markets regulatory needs by putting...

Pretty sure @Knightshade is referring to inductive charging so that they can autonomously charge 1000's of times in any environment quickly.

IMO, this is the first of many India Tesla announcements which also coincided with a Starlink India announcement.

Now, why would he do that? and yes, I agree, he's the boy who cried FSD, however, I've got about 300+ urban miles w/o **ANY** interventions. 100% of my drives are on FSD as well. Many two lane complex roundabouts w/traffic mitigation, multi-lane UPL, obstructed views and obtuse/oblique...