Search results

Elon Musk ordered Nvidia to ship AI chips reserved for Tesla to X and xAI https://www.cnbc.com/2024/06/04/elon-musk-told-nvidia-to-ship-ai-chips-reserved-for-tesla-to-x-xai.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard Maybe this?

so we are bullish now, right?

One thing I've learned the last few years trading TSLA is to always inverse the sentiment of the investor thread. If people aer gloating there, time to buy some puts. If people are fighting and bickering, time to buy calls. I think I will also start inversing this thred lol. We were all on the...

Let's just be grateful we are not in the $100-120 range thanks to the short squeeze after ER

Probably because the run-up was not based on fundamentals but on hype and a short squeeze

Spot on... Hard to project yourself as a growth company if the sales are stagnant/negative YoY each quarter. Based on Elon's history, something is not going as well as he wants, or he wouldn't be firing all these people. Downsizing I can understand, but not if you are firing the entire team...

IIRC, she changed the policy of her funds to allow for 30% holdings of a stock but she hasn’t got anywhere close with TSLA.

He must get along well with that other time traveler guy lol

it’s a positive for the short term because it gives people a reason to pump the stock

Pump before the dump lol

LOL his call was 180-220 with 460K delivery. Sometimes it's just luck man and a lot of diamond hand Edit: IMO, you are more credible than he is

Probably too busy celebrating after covering on Tuesday/Wednesday lol

LOL therefore the the move back up right? My point is if you want to make bold stock price prediction, max pain isn't something too outlandish

A guy who was off by almost 100K on delivery number and believes Tesla commits fraud by including used cars in its delivery number.... I don't know man lol. If somebody just sticks by the max pain he would've been right too.

Nothing better than holdings puts when your favorite stock is going down.

I guess we have a date with the 140-150

387k

That guy thinks Tesla includes used cars in its delivery number… He actually quotes a TSLAQ FUD story from years ago to make his point. He thinks used cars are included in the delivery number and Tesla is committing fraud 🤣

It's not contradictory. It's to grab more delta with the same amount of capital.

Tesla is the insurance company, not the agent/broker, so no they do not make any commission on the insurance policies - they bear the result of their underwriting. They lost $30m while writing $387m of premiu, which means they paid out $417m in claims - about 107.7% underwriting loss ratio...

That Youtuber basically just draws a bunch of channels. His "prediction" is only accurate when the stock is NOT moving i.e. floating in an up or down trend, but is useless when you have a trend change. IIRC, he was just calling for $305 a few weeks ago because "the trend is up". If you want to...

Bears capitulated. Smells like the blowoff top. QQQ and SPY and the mega techs seem to be doing it too - just not at the same time.

The money is there. The government just has to hold those low yield performing bonds SVB had to expiration. Once interest rate comes down they might actually make a profit too.

You don't think a bounce from $120's to $200 is a decent bounce?

MMs are delta heding as traders have broken though a lot of the previous call walls.

This is not necessary a way to set up your retirement withdraw, but this is what I did to minimize taxes right now while selling options and also later on when I want to just exit my TSLA position (if ever! ha!): - set up C Corp - transfer shares to the C Corp in the form of a "loan" - C Corp...

It feels like a lot of bad news are already priced in with the stock at $125, but we did rally 25% off the low so it's definitely possible we sell back down to the $100-110 again just for the sake of profit taking.

Ah ok, you are right. $150 call for next week is going for $1.00.

Options seem to suggest there wont' be a big move in this ER. $110P and $140C are going for about $0.05.

Elon is adjusting Tesla car prices to track TSLA so shareholders can buy more cars lol

I didn’t want to pay short term CG tax which would amount to about 50+%, as a lot of my shares and call options were still on short term basis. However, now I realized what I could’ve done is sell ATM covered call and buy ATM puts, then wait until the shares reaches long term basis and...

Interested in what you guys do with the buy-write strategy. Can anyone share some links to the posts in this thread discussing buy-writes? Thanks!

I am sure it's just the MMs themselves since there is an incredible amount of $100 puts open interest for January. MMs will take us below $100, if they want, once those puts expire.

We went down 12% by missing the delivery estimate by 4%? Now we are slashing prices by around 5-10% across different countries.. 15-25%? Lol

That actually looks really nice. A more traditional car look than the Model 3 which will “ease in” the technophobic people who think Tesla is too advanced. Tesla will need to start investing in better interiors lol

Traders/shareholders selling puts doesn'tforce the MMs to delta hedge and sell stock. Buying puts does that.

It’s better for the stock market in the short/medium term to have a crap economy but infinite liquidity than a good economy with declining liquidity. The market in general just tracks how much liquidity the fed is pumping in.

No liquidity in the market nor new buyers. Everybody is waiting for the big crash. People on FinTwit is so negative it almost feels like if a 2008-esque crash happens at least 3/4 of the people have foreseen it. The negativity in the air is the only thing keeping me optimistic. What TSLA is...

Didn't his dad's retirement account lose $10 million of paper profit? I think he sold everything for his dad too in order to "protect" his money. I would be really bitter and negative too if I was him. He has to justify to himself mentally selling right now is the right decision.

I am sure the numbers were even worse when he sold his last batch of shares because it was around the same time the discount was increased to $7.5k. And since we barely broke 400k delivery, unless you don’t think the $7.5 discount helped move cars, then we must be tracking to do a lot worse than...

This is a pretty significant miss right? I am surprised the BOD let Elon sell that last batch of shares when he had material insider information about the sales not meeting expectation.

Are you me? I got in on TSLA around the same time, lost life-changing paper money, and also bought the same book recently lol!!!

He’s cutting my portfolio lean, focused, and disruptive too.

Lol I did contemplate selling when we hit $400 and $1.3T too. In my head I was thinking $2.5T in 5-8 years, so $1.3T today seems like a reasonable price already. Somebody run the discount cash flow and let me know if I should’ve sold lol

So we are a broken stock now… how many years before we reclaim $200? $300?

Here comes $100 lol

I think we go to at least $115, which is the 23% fib level using the ATH and the covid low

In the eyes of an normie investor Tesla is now: A growth car company that has declining growth (China concern + USA price cuts) in a recessionary period while employing a part time CEO. How low can we get? Normal car companies have PE around 8-12 right? I think we are still around 30-40. We...

I think he's talking about us TSLA investors lol

Based on the volume of stock trades and comments today, I think we are close to a bottom…