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Interesting that Autonomy event was Investor day, on ir page, but AI day isn’t even though Elon said Tesla would be as much an AI company as a vehicle, energy company. I am still surprised why no word yet on AGM.

Has there been an event like AI Day which wasn't on ir.tesla.com? Interesting that it isn't on the ir page yet, even 2 days after the invitations were sent out.

Thank you @phantasms @Tim S It is interesting that this year we haven't even heard about the date of AGM, whereas last several years those were already held well before this time of the year. I did find that even in 2019, the date was announced over 40 days in advance (May-01-2019 for...

@Artful Dodger Has your conviction on the split announcement this month changed one way or the other? In 2020, initially the Annual shareholder meeting was scheduled for July-07, later moved due to Covid. Anyone has any idea on when the notification was published on the initial schedule in...

I am reading it as situation with covered calls against LEAPS. Long calls exercised, to meet short calls, or were the long calls sold for the then iption price?

On that twitter handle, I agree. I hope people who follow him on twitter realize he/she shouldn't be taken as a source of information, especially on share price, options, oh wait, all he cares about is only share price action, no values in common with Tesla's values or mission. "In for a 1000...

North star rose (Polar Star rose). Looks like it sure did. (Right at 2:00PM pacific time) For context, I must add, he came through on his Chairs, Chairs are under appreciated messaging around this ER. The results were beyond even bull side expectations.

What’s with this after-hours high volume days, 1M+? Are options exercised AH on Fridays or on Mondays? @Artful Dodger

As we get to the closing hours, MMs are only dumping the shares delta-hedged for today's expiry. If there's a big buyer, they would be buying into close on Friday taking advantage of MMs, "Max Payne". Right? Why would they delay the buying into Monday? To not make large purchases in one day? If...

FWIW

How many days in advance must the shareholders be notified about the meeting? Each state in US have their own minimum period. In some cases, at least 10 days notice is needed. How many days in advance does Tesla typically inform the shareholders? In 2020, the announcement came in early July...

Picked this source instead of posting Sawyer Merritt’s tweet. The pic in Sawyer’s re-tweet might be exaggerating the situation. https://www.bay939.com.au/news/local-news/128264-big-battery-on-fire-toxic-smoke-impacting-northern-suburbs

We get it Elon, that a split is coming, can it be anymore clear? The puzzle is still interesting though, with the date piece not being so obvious as the split event itself. EDIT: Wait a minute, several hints were pointing to Jul-28 as potential split announcement date. And the “nightfall…5”...

Heavy short-selling after-hours? 2.75M shares traded as of this writing (within 70mins after ER), but price didn't move even 2.5%. If it's heavy short-selling, I must say, I love it :cool: . Been sometime since we had the last round with the shortz, that round was awesome. I am ready for one...

While I am still high on 🪑, here’s what my brian is seeing. Chairs these days are taken for granted, in other words, are under appreciated. One more perspective, a chair that didn’t exist earlier. A baby 🪑 Cheers!🍻. My bad, Chairs 🪑🪑!

Last year was AGM on Sep-22-2020? This was after the split. In 2020, did the BoD already have the authority by Aug-11-2020 for the 5:1 share count post-split? You are expecting a shorter time window between the split announcement and actual split date this time, Aug-3rd week - Sep-03? Btw...

Is it right that in the case of "Analyst - Compiled by Tesla" and FactSet, we don't know whether bitcoin impairment was factored in, into the Non-GAAP EPS (0.94)? Assuming that's true, I like this comparison though, because in the worst case (without impairment) it's 0.94. And Tesla community...

Last time we both shared the same view on the slide after earnings. I would say, this time around, there’s a good probability that again will happen, >50%. That said, volume has pretty much dried up. Elon and Zach might have something up their sleeve to bring some volume (buying) back up...

From what I heard, in US such a delay for delivery from customer end is ok.

On Thursday night the automaker changed that by lowering the price of the Long Range (LR) Model Y in Canada by $1,390 to $68,600. The price of the Performance Model Y remained the same at $83,990.

AWESOME! Was it you @bxr140 that did a backtest on covered call strategy for 2020, and found that even with such big run up in the year, you would still have benefitted as much as HODLing the shares?

Does anyone here know of any anecdotal data on deliveries in Q2 for orders made after the price increases? I vaguely remember seeing posts on Twitter and/or Reddit, closer to end of the quarter (Q2), from customers who said they were picking up the vehicle they ordered within weeks time.

Tesla received more than 860,000 new energy credits in China in 2020, the most of any car company, valued at RMB 2.58 billion. @The Accountant Do you think these might've already been accounted for in prior quarters, or at least some left for this quarter? EDIT: I overlooked the below key...

I don't have any conclusions here, just a data point worth keeping an eye on.

numbers don't quite align What part are you saying is no aligning? The numbers from Moneyball's tweets are aligning with the total Q1 production number shared by @The Accountant. This sum for Q1 for Shanghai seems to not be far off from the P&D numbers?

We need some action in US too, infomercials? Too much misinformation in US, many positive minded, smart people in my circle have wrong views/information on Teslas, FSD, Elon.

Something off with the data, or MY production. Likely not chip shortage, given M3 numbers are not that low?

Maybe we should read this as a sign that a "5-1" is on it's way. Now my brain again veered into "why did Elon recently like that tweet with '5-1' in it" :cool: Btw, the timestamp on that tweet was 7:30, just saying :cool:

Call heavy, as in buy side, bought calls, and compensated it through CCs? Or, all of it was calls (CCs) sold?

but i'd rather use the $37k margin to make $ now You mean, after 08/06? I ask, because you now have 40 Contracts X $20 spread each, 40*20*100=$80,000 margin tied up.

Helpful, I was having similar thoughts. But just wasn't sure if those were unusually high number of cars or not.

ts:515s Is it usual to have this number of cars? Here's another shot showing quite a few MS, apparently these cars have been in the lot for weeks. IF this number is higher than usual, any thoughts on what might be causing this?

Thank you. Shouldn’t the company first use up the the tax benefit from years prior to 2018 which expire soon(when?) unlike 2018 and later losses which will be available much longer into the future?

@The Accountant If that prior tax, loss related adjustment* is done this quarter, doesn’t that works as offsetting the bitcoin impairment? It is very likely you are having to answer this question multiple times. Sorry about that. What are the odds that the adjustment will be made this quarter...

I wish we know which of these analysts had the Bitcoin impairment factored in, in their estimates. I am afraid the media will selectively choose the numbers, pick the consensus number without bitcoin impairment and compare to the EPS with bitcoin impairment.

Did you read from credible sources that big funds use such strategy? Was this strategy used before with TSLA? @Artful Dodger

“BAF”: Looked up the various acronyms, but couldn’t figure what your usage here is :) Can you help please? :) Does exercising of options happen the next market day after-hours, after the expiry?

(Yet to catch up on all messages on this thread, apologies if it’s already posted) What’s going on after-hours? 1M+ volume https://www.nasdaq.com/market-activity/stocks/tsla/after-hours

In the last year or so, money has been going into money markets, seemingly more than into stocks. ..a record US$5.5-trillion is now sitting on the market sidelines in money market funds in the U.S... I don't know the historical numbers, so can't speak of the magnitude.

Does this factor in the newly released FSD subscription?

This is totally a question, not criticism, is it Apples-to-Apples* to use Amazon’s p/e? I am not well versed with Amazon’s revenue distribution across its divisions (starting 2015), thus not sure about the margins, and the comparison to Tesla (from 2021). *I did not intend to bring in Apple...

Looking for help understanding the data from 13F filings. In Q1-2021, 36.879M shares moved from institutions that file 13F to those who don't file 13F? I was curious to see how TSLA changed hands in Q1 2021, this is data from whalewisdom. "Prior" column is data for Q4-2020. Compared to...

Price Target of $1471? Webull is showing the PT, but not Tipranks. Any idea who the analyst is? Also, I wonder for what period those Institutional holding changes were in.

Who has as PT of $1471? I wonder for what interval those institutional holding changes were.

Me now trying to find earlier tweets by Elon of memes having Lord Eddard Stark… :cool: I “feel” very positive I have seen at least one earlier.

Thank you. Needless to say, looking forward to your numeric take on this development :cool:

I share your view on Elon and team likely counting on FSD wide release this quarter, and realizing a significant part of the deferred revenue. Also, the margins particularly on Automotive side are also perhaps getting better enough to provide the cushion.

There’s a difference between purchasing full FSD Vs Subscription. Out of the $10,000, only some of it is realized, is it $5000 today? Paging our aweome @The Accountant It definitely is going negatively affect the profits initially but not as bad as the numbers in your comment. EDIT: In the...

Elon implied that the button must be around the same time as FSD subscription. That said, per Elon tweets last night we are looking at Elon time “1-2 months” from now for the button.

"Button" soon?