Recent content by kalefranz

CNBC talking heads in one breath complaining about not having a $25k model yet, and then in the very next breath complaining that ASP went down 2%.

It seems that quite a few of us are conflating the 4680 battery with the structural pack. I think that might be a mistake. The Plaid S could still have the structural pack along with the older form-factor cells.

Stolen from Twitter... And we keep being told regulatory credits are illegitimate income. Seems like 2021 will be another strong year.

I’ve found Market Chameleon to be my best source for options IV information. Signing up even for a free account gives you a lot of info. They also have some really nice daily emails, especially with watchlists set up. I should probably give them a chance to see how much better it gets if I...

https://twitter.com/garyblack00/status/1339975507526504450?s=20 Indexers have put in MOC and LOC orders for 130M shares. Does Gary have a way of actually knowing this? Bloomberg terminal, etc...

I live in Austin, and there are *a lot* of Teslas driving around the city right now. You can buy Teslas when you live in Texas, and there are service centers here. You just have to put the order in on the website rather than at the Tesla showroom. To be clear I think the law will absolutely be...

I also think the ~200,000 shares worth of $1500 calls were part of the plan by this entity (whale) who was acquiring shares. I don’t think the goal was to make $10,000,000 on the appreciation of the price of the calls, but rather to exercise the calls as a stealth way to add the additional shares.

@The Accountant Thanks so much for sharing and the time you put into this (and all of your other contributions here). Always so helpful and educational.

Edit: Might not hold past today.

I'm hopeful that @The Accountant, @FrankSG, and others sharing might have some thoughts to share on this? Also any thoughts on the top comment below the story, specifically

Good chance July 23 and 24 are held back by MM, and then we finally rip on the next Monday. But a $1,600 covered call might not even hold past this upcoming Monday or Tuesday...

I only plotted the supercharger growth numbers from a few pages back in my head, so I could be wrong, but growth actually did seem pretty linear... in time. Granted there were also only four data points. Since the primary purpose of the supercharger network is to provide geographical coverage...

Unfortunately no; I saw it as it was airing live. It was during the last ten minute segment of his Mad Money show on CNBC. My guess is that cnbc.com might have a clip of it up in a couple hours.

Jim Cramer just discussed high stock prices (TSLA, AMZN, SHOP) and why they don’t split anymore. According to Cramer, big institutional investors don’t want to pay higher per-share trading fees after a split. Says fractional shares are the answer. Have to admit that before all the split...

Get your popcorn ready... https://twitter.com/arkinvest/status/1278444978054877189?s=21