Recent content by hershey101

Agree 100% The key business here isn't solar (hardware) as much as the dynamic grid management software/intelligence stack on top. And yes it's going to be a HUGE business. I like modeling my companies based on what the CEO has said publicly. In the case of Tesla this is: 20M cars in 2030...

This... I've spent 4 years as a CV research engineer in self-driving. I know what to look for in the car's performance. I'll admit that Tesla has done an extremely good job with a vision-only system. Way better than what most of my colleauges thought would be possible. However, they have huge...

The team at Ark Invest published their latest model for $TSLA outlining a case for a $3000 price target by 2025. That would be a 4.5x increase from the ~$650/share that $TSLA closed at on Friday. I haven't gone through the entire model and validated their assumptions, but some preliminary...

Anyone here have experience with selling ATM, or slightly OTM LEAPS on $TSLA and using the credits for buying commons... And on a bounce selling calls against that pos? I realized I can collect about $200 for $600p expiring in 2023 (so ~50% return on $400 risk). I can just buy commons, or take...

FWIW: I find it hard to believe they can sell 135k cars a year with an average of $100k sales price (more or less) which is what their 135k deliveries and $14B in revenues for 2025 would imply. They claim a 3.2M TAM for Luxury cars in 2023... But I doubt that TAM has an ASP of $100k+

Very nice call... Reversed right around there :)

That deal is trash for anyone holding commons... Just like 95%+ of all SPAC deals. BARF! Also... if I did the math right on their investor deck. They are projecting $23B in revenues on 250k sales in 2026... So ~$90k ASP of a car. And 20% gross profits.... So, basically they will sell 10x the...

Shh... Let it fall... Bring it back to $100 so I can write some Puts to finance my shares ;) Seriously though 5-year target on the company: $250 (base case), $400+ (bull case). Historically my price targets have been extremely conservative: $TSLA my target was $750 pre-split a few years ago...

Somehow I got out of that SPAC meme with a 45% gain rofl! As soon as the target was announced I decided not to HODL the SPAC, chamath or no chamath.

Be careful with this strategy... The same thing happened previously with $QS, $NKLA etc. There's a reason that warrants are underpriced: Basically the market is saying the common shares are too expensive and cannot last. Unfortunately, when you are short commons, you might get those early...

Ugh Hydrogen is a fools errand... Stop it

@Xepa777 Doubled my (paper) networth in a few months rofl.. In since 12.5c #thanks to him. This is a bit parabolic, but I'm not selling.. I can totally see myself looking back and regretting if I sold just like I did with $TSLA at $150 from $37 (pre split)... The company is only like $1.8B in...

FYI if you go to his twitter, he no longer liked that tweet... Three options: - Fake youtube video for a pump and dump - he liked the tweet accidentally while scrolling his feed - he liked it for real, realized it was giving away inside info and either removed the like, or someone from Lucid HR...

Faraday is already in talks with $PSAC (and yes the stock has barely moved since the announcement). $CCIV is too big for a tiny fish like Farady. I'd bet ~85% chance of the merger being attempted and ~80% of it going through.

If $QS and $NKLA can be worth $50B+ at the peak, then Lucid should be able to shoot past $50B without any problem. Their car/tech is more legit then either of the others.