Recent content by sdtslafan

I learned my lesson the hard way. I sold my entire stake in Tesla when the Fremont factory closed during Covid. When revenue went to zero. And that’s when the stock took off. So the numbers including deliveries don’t always matter is what I took from that.

I am trying to better understand the hardware, and whether it is sufficient to truly achieve self driving. The side cameras are angled back, which I presume is to view the blindspot during driving. I do not think that these adequately view cross traffic when trying to make a right or left turn...

I am trying to better understand the hardware, and whether it is sufficient to truly achieve self driving. The side cameras are angled back, which I presume is to view the blindspot during driving. I do not think that these adequately view cross traffic when trying to make a right or left turn...

Ok, no more picking up pennies in front of the steamroller. Bought back 1/25 600 calls for a loss and covered the loss by selling 12/25 260 puts. I can never be short Tesla in any form or fashion again. Lets go.

I think you are probably right. Thanks for the reminder.

I’d love to get other peoples advice. I’ve been a long time holder of Tesla. I have most of my shares with a low cost basis, which I would not consider selling. However, over the last two years, I have added some shares, which are overall breakeven to slightly positive. I’m considering selling...

I am overall glad to see Tesla going up. But I don’t quite understand why at the moment. Aren’t we expecting low margins from all the price cuts and at most deliveries in line with estimates? Is it all the AI hype? I’m still not convinced FSD will ever be a viable replacement for a human driver...

Silicon Valley move all the way.

I am now seeing at least 50 and likely more Model Y long ranges in inventory within 200 miles of San Diego. Not a single performance model! Any ideas why there is such an influx of long range but not a single performance model? I really can't imagine many people buying a Tesla right now at full...

After mulling over the IRA exclusion of the 5 seater Model Y, I think Tesla should just include 7 seater free on all orders. They will of course take a hit on margin, but it will be smaller that the hit they would take if they drop the price to 55k. They may need to still offer up to a 7.5K...

I think those of you who are long term shareholders should be thinking more like long term shareholders. These numbers don’t matter long term. Really this recession is Tesla’s opportunity to take market share. That’s thinking like Silicon Valley and Tesla was born in Silicon Valley. Cut prices...

I am holding tight. I don't know how low this thing is going to go. Regardless, Tesla is my best chance to 10-20x my money so I am willing to take the risk. If it doesn't work out, I'm still richer than most people. For me the risk / reward is high and it would kill me to not be part of it once...

They are not offering $7500 for Model S as far as I am aware. Only 3 and Y. Maybe they should be.

Anecote: 3 days ago I counted 50 new model Ys in inventory within 200 miles of San Diego. This may not fully count cars which have identical configurations so the true number could have been much higher. This morning there is only 1 new model Y in inventory within 200 miles of San Diego...

Yesterday I converted some stock to 2025 Jan 140 calls thinking we were at the bottom around 138. Now we dropped to 125 and Elon on twitter spaces is implying we could get to a situation where margins are zero or negative in a bad recession. Now I wish I just stayed in stock but if I switch...