Recent content by jesselivenomore

Phew it's been awhile. Congrats guys.

Shorts reaction: Q1 18 - "Tesla can't produce the Model 3!" Q2 18, Model 3 starts to ramp - "Tesla can't make a profit on the Model 3!" Q3 18, Tesla is profitable - "This is as good as it will ever get. Only profitable because pent up Performance demand and now ASP and margin will go down...

I believe the reason why ghg/cafe credits aren't broken out, just like they haven't been in prior quarters, is because they scale with deliveries and are part of a long term contract. So that should be viewed as normal part of business, as opposed to Zev credits which fluctuate quarter to...

I've been using Ichimoku Cloud breakout + Bollinger break combo as an entry for TSLA for awhile now. It's worked well as an indicator for TSLA over the years, and even when it fails it usually generates enough upside cushion to exit comfortably. Had a small position going in, but really started...

Elon Musk on Twitter "Def no forced sales. Hope all shareholders remain. Will be way smoother & less disruptive as a private company. Ends negative propaganda from shorts." Well that's one way to resolve this issue.

Thanks for the offer! But its ok, I'll get it. Editing now.

That was my original intent with the placeholders but seems I can't edit the OP anymore.

Profit and Beyond As long as Tesla depends on access to capital to survive, it will have certain characteristics of a financial company - venerable to short sellers and market sentiment.(and often times market sentiment caused by short sellers) This was part of the downfall for Solarcity...

Self-fulfilling prophecy This is not the case for every company. If McDonalds were shut off from the debt markets and capital markets, it would not matter because they have a sizable cash horde and positive cash flow. No matter the amount of fear generated in the markets, there is no "bank" to...

Moody's Hopefully by now you have read the transcript linked in the OP. If so, you understand the depth that these people will go to. You understand that analyst reports are circulated before they come out for them to front run. You understand the rating agencies are mentioned by name. But you...

I'll update later. Feel bad that I haven't. I've been in contact through private message with a couple of TMCers the last few months. They can chime in here in the meantime if they want.

Short interest Tesla currently has close to 40 million shares or over $12 billion dollars betting against it. It is easy to conflate this with the litany of Tesla bears all over social media, twitter, seeking alpha, etc. Don't. These people may be responsible for 99% of the noise, but I highly...

Solarcity First we have to talk about Solarcity since that is where Chanos and some of these same bad actors started here. I know Einhorn is at least another hedge fund mogul who is also short Tesla. Solarcity was in essence a financial company. They were an arbitrage firm that profited from...

First let me say that I don't have anything against short selling in general. People bet on stocks going up, they should be allowed to bet on stocks going down. Personally, I do both and I don't think it makes me a bad person. Short "squeezes" also do not benefit long term shareholders. If every...

Sorry guys for the lack of updates, but honestly since we put in that bearish engulfing on the weekly mentioned above(and shown below) we have been range bound with a bearish bias as expected, without much else to say. That's changed now, as we put in a mirror bullish pattern last week, with...