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  1. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Buy the dip. Golden chance for Elon to cull work from homers. Cull woke Fremont people, hire less woke Chinese people. Cull anyone not helping with revenue and EPS. Elon probably lays off 90% of Twitter if he applies the same standard to them as he is to Tesla right now.
  2. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    LOL. Crazy how no one will bother to solve this for a hundred years if Tesla wasn't even trying.
  3. MXWing

    2022.12.3

    Just installed 2022.12.3.2 on one of my Model 3's. Appears 12.3.1 has serious issues and this is an emergency fix?
  4. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Supply/Demand at that particularly point in time too. Some fear Giga Berlin will be as productive as Chernobyl. With strong rumors of Giga Berlin actually being alive, probably adds a floor value to those LEAPS. Buy now while you can.
  5. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think the idea is if your company was questionably viable at 0% interest rate, it's even less viable with higher borrowing/financing costs. This would have hit Tesla in a big way when kicking off the Model 3.
  6. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Normally awesome but to throw cold water on this.. MARY BARRA did it first. Led Musk big time here! https://www.nae.edu/178250/Mrs-Mary-T-Barra
  7. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I have a feeling this argument can run all weekend. Hoping we agree to at least this: Rank the probable outcomes from last to most likely: Berlin / Austin takes away production from Fremont/Shanghai so net negative. Berlin / Austin doesn't increase production without taking the same production...
  8. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    TSLA related because Elon might make good on his idea of buying FB just to shut it down. 😍🚀
  9. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is this a real thing? Are we any day.. or some dreaded thing like "Two weeks"? A real solid is if they can announce it right after Amazon earnings so we stay above 700 this week!
  10. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    GTAM 10^100 Total Addressable Market
  11. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Going to be Brokebank soon. Think they lost 20 billion on the Wework disaster. Just retracement, profit taking, etc. Volume is weak.
  12. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    V2G does practically nothing for a South California and areas with good climate, stable utility services. Gamechanger and life saver for some regions like Texas where power was knocked out. Was amazing to hear stories of people keeping their babies warm by staying inside their Model 3...
  13. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Only according to Lord Voldemort * * aka the name that cannot be spoken GM is trash, ignoring them in the context of the current market. What AMD, GOOG, AAPL is proving is that the bears can GTFO. Some companies are worth their price and more. The name of that company cannot also be spoken, by...
  14. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon doesn't really want to be on them either. So when we have a situation where there are no winners, why play? Elon is much happier talking to people like Joe Rogan than "bone headed" analysts like Toni Sacconaghi who asks stupid questions like WHERE 25K car. Elon is so far from being bone...
  15. MXWing

    Wiki Selling TSLA Options - Be the House

    Anything can happen in theory but that seems awfully rough. A plausible scenario for this kind of low is IF Tesla pulls a Peloton. Since we have too much inventory (and not enough demand), we have decided to halt producing cars until we sell through our excess. The business is doing a LOT...
  16. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm thankful people showed restraint on making posts regarding GREEN when we had about 80 color flips today. One of them particularly disheartening when we went from 3% up to 2% down. It's frustrating to see the day in red and us catching up on pages of pre-emptive football spiking so thanks...
  17. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    r/RealTesla is the the reddit hangout of TSLAQ so makes sense he would be there.
  18. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm way more inclined to believe DarkandStormy is a TSLAQ plant.
  19. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The best way to talk about the product road map and defer all the 25K car questions would have been: We currently sell every Model 3/Y that we produce. There is a big demand backlog and all of our ramping efforts are to service that back log. Any new products for the near future would slow us...
  20. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Macro is weighing down on TSLA. That's why we feel beat up. Nothing we can do about it unfortunately. :(
  21. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Bingo card is ready for Wednesday. LETS GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
  22. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If I were to make an educated guess on the sudden market turn, details of the fed meeting leaked. Hoping not as hawkish as market is fearing. Also hoping only 3 rate hikes and 25 BP each and not the 50 everyone is scared of.
  23. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Seriously, please no celebrations until the market closes. People checking the thread later would wade through a few painful pages of crap with an unsatisfactory conclusion. Like Game of Thrones, no one appreciates a thrilling series with a garbage ending. Good luck to us. Diamond hands here...
  24. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    F*$(%*% B*$&$*(% of a day. But we'll take it. This some Helms Deep type drama. Hopefully Elon comes riding down in a Cybertruck like Gandalf rode down on his horse on Wednesday.
  25. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I wish Tesla could just say F it and not wait till Wednesday. What a hellish 48 hours from now.
  26. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "Two weeks" is already about the same timeline as heat death of the universe. "Four weeks is heat death of the universe squared.
  27. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What completely blows my mind is BROKU and TOXICDOC still going to be cheap after JAN 26th. Tesla most likely not. You sell on blow off tops, not when were sitting on low levels like how we are. Sub 1200 is truly a joke. There's free 15% upside right now that ARK is missing out on.
  28. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Feels like ARK has sold Tesla for 45 out of the past 60 trading days. TSLA is no longer ARKW's top holding. WTF..?
  29. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Day caps off with Mama Cathie exchanging TSLA for BROKU. Levering into the wrong stonks.
  30. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    “2 weeks “? So you are saying Q4, end year 2021 results will actually happen in Q1, 2023?? LFG! WOOOOOOOOOOOOOOOOOOO
  31. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Here's hoping they make it eventually. Owned a 6 seater in the past, clearly the coolest config. But 7 seats wins handily for utility. The version that makes the most sense to cut is the 5 seater.
  32. MXWing

    TSLA price target collection by retail and institutional analysts

    Why is there only ONE clown emoji next to GLJ Research?
  33. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Interesting. Tesla website updated to either be taking or soon to be taking DOGE.
  34. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It could be 99 percent done and Tesla should still call it beta release. Require periodic agreement to terms, release of liability and snap photo of person signing it with the interior cam. Absolutely never trust the general public and the potential wickedness that can come Teslas enemies and...
  35. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not sure if you want to be asking these kind of questions. :) There's a lot of variables on margin impact: How much cash you have What is your portfolio makeup and concentration What is the volatility of the market What are you broker margin requirements Standard margin or portfolio margin
  36. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well.. deferred revenue is still money in your pocket that helps your free cash flow and bottom line. It is always in Tesla's interest to get 10K (soon 12K) upfront than a $200 monthly stream. If Elon wants to give California's excessive taxation the finger, offering a post purchase financed...
  37. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Second economics (or finance?) lesson for the day: 10,000 or 12,000 for FSD is not giving up 10,000 or 12,000 in TSLA stock for most people who have the opportunity of getting FSD at time of purchase. You are amortizing that cost over 4-5 years at historically low interest rates. How nice...
  38. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    FSD at peak potential is worth 100K to me, some days 200K. I paid between 6K-10K so I'm not all that bent about it. Time is the true asset where you cannot buy more and everyone has the same While I might have had formal education in Economics, I don't think you need one to properly valuate...
  39. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It would be good ROI on our part to launch him into space on a multi day mission.
  40. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Possibly but not a guarantee. As know the market can start big green and end big red. It can be the other way as well. I just feel bad when people get their shares taken away from them because they sell into fear. Who knows if/how much we fall but I know I wouldn't want to not have shares...
  41. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Seems more certain than if the tweet read as: "Elon Musk visited the Longi factory and said it would be two weeks before their new US plant will start operation". So on Giga Texas, is there anything administrative at all that is outside of Tesla's control to commence operations?
  42. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sigh. Didn't expect Gamma squeeze to come from puts instead of calls. Credit to @Knightshade for the original post. I just filled it in.
  43. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Rob's take on Q4. Great bedtime story before the first trading day of the new year!
  44. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Cyber whistle revenues and profits have exceeded all vehicle sales from NKLA RIVN LCID
  45. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My ARK vs Tesla holdings are minuscule but still annoying to take the L for no good reason. HOOD, TDOC, all that shat is still going to be cheap in Feb after Tesla Q4 P/D. I bought her strategy for the first 5 sells, but not the subsequent 20. :mad:
  46. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm surprised there has been zero discussion of margins! My rough guess is Tesla price increases have been passed 100% to the consumer. I bet demand was inelastic so therefore, I bet previous margin levels were maintained. It would be madness though if that actually grew. 🤣
  47. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Unfortunately, there were no opportunities to load up all retirement accounts with max contributions before these numbers hit. If somehow futures, macros tank and Tesla goes flat or red, this will be me:
  48. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Texas bureaucracy < Berlin bureaucracy. I would have bet easily on Austin likely to go online first. While aggravating and unfortunate, how does it matter that Berlin comes online after?
  49. MXWing

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You would think. People often work against their own self interest because they don't know, don't care to know or somehow make it a team sport to fight Elon. If Elon loses, I win? (I being shorts, Lara Kolodny, Linnete Lopez, Chanos, GF Berlin Protestors, Twitter yes voters, etc)

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