Recent content by vikings123

If this is about robotaxis how do you explain your key policy guy Rohan leaving the company? Or its possible Rohan had a disagreement with Elon about the timing of Robotaxi deployment and was let go, of course only to spend time with family!

Everything is a positive 🙄. I imagine Elon sent out his thoughts to all the leaders about the company’s targets/goals and gave the option of leaving the company if they did not agree with the vision. Or Elon just gave them no choice and forced a resignation from them for not meeting their...

I suggest you look into what happened to TSLA when Zack "resigned" from Tesla. Data doesn't lie. FYI, Zack "resigned" on Aug 7 2023

The timing of these layoffs or resignations confirms that Q1 ER is going to be a really bad one. All it takes for TSLA to break the 160 level is one big fund liquidating their position and looks like we might have the catalyst to make that happen.

IV :rolleyes:

Damn, sure sounds like you are looking for buyers :). Just kidding… Let the dust settle, there is no reason to buy any LEAPS now. Wait for ER either for a better price or confirmation of breakout.

Yep. And this time I was hedged. Now that the number is out I feel like we go below 160$ before ER.

The only problem is when there is such a strong confirmation bias you tend to overlook/misread the data that's in front of you.

Good weekend fun. Looks like he put all his Uber savings into 220$ calls. Delivery numbers now include used cars guys lol.

Agreed. Even if we are to take off META style it will not happen until earnings. Same. I’ve had 12.3.2.1 for a couple of days now and overall it is very confident and has solved some of my major problems. It still hesitates for stop signs and very cautious in parking lots but that’s not...

Yes, I'm also saying the same thing.

I don't disagree but just failing to understand how a big upside move is remotely possible. The baseline on expectations will not be clear until ER. All indications are that this will be a sub 420K delivery number. Even if the energy numbers are good we will not hear any commentary about margins...

Very interesting. Maybe the plan is to pull TSLA after P&D numbers and then run it up. It makes no sense to be betting on the bullish side but I guess it doesn't matter what retail thinks. I'm struggling to see how the numbers can be anywhere close to a surprise. Got a good price on the 04/05...

IMO people are getting too excited about FSD 12.3. I plan to use a wait and see approach, not in any rush to deploy cash. Seems like this 1 month free FSD trial is the last demand lever Elon is using to help improve numbers. It is also a very risky approach based on the reviews I have read. Sure...

What gap up? :( https://www.bloomberg.com/news/articles/2024-03-22/tesla-trims-output-of-cars-in-china-amid-slower-ev-sales-growth