Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. humbaba

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

    You may not believe it, but what I said comes from the standard. I registered, got the actual standard -- not the infographics that get passed around -- and read it. The only "gotcha" was the one I mentioned -- assigning responsibility. If your only contention was that NoA isn't good enough for...
  2. humbaba

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

    The interesting thing about AutoPilot is how things just vary so much. What you describe I experienced with the prior version (2020.40.3). It absolutely took corners differently and was more assertive -- and if it got the line wrong at first it corrected it quickly. The drive I took sounds...
  3. humbaba

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

    Did you realize that the only thing keeping Tesla's autopilot from being designated L4 is the assignment of responsibility? Navigate on Autopilot meets the requirement (and then some) except for that detail. Geo-fencing isn't the only boundary, being restricted to Interstates is valid in the...
  4. humbaba

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

    I don't think its a "rush to keep up with Elon" -- FSD has been "around the corner" going by Elon for quite a while. Forget about Tesla for a minute and consider the Waymo/Cruise approach. They rely on hi-res mapping and LIDAR with a tendency to rely on proven routes. By using the crutch of...
  5. humbaba

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

    I'm curious how you square "Tesla is demand constrained" with their projected battery deficit requiring significant investment in battery production in order to meet their battery needs.
  6. humbaba

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

    What we need is a sound engineer so that the cadence properly scales with velocity and to tune the reverb from the coconuts to sublime delicacy. With further integration into the driving system it would seamlessly switch to a whinny and "woah, nelly" where the "woah" is drawn out appropriately...
  7. humbaba

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

    So @Driver Dave s post about diversification got me to look at a clickbait Market Watch article that is pimping convertible notes as better diversification. So I slogged through it and then I got the surprise toward the end: Well... alrighty then! That isn't the context I'm used to seeing...
  8. humbaba

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

    I don't have any trouble with people telling me to diversify because I don't tell people what I invest in (or even that I invest at all, I'm a johnny-come-lately so people don't know to ask), but if they did I think describing it as the TSLA fund works well. On top of that, Musk recently said...
  9. humbaba

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

    Something that has been bothering me about the options chain this week are the $800 puts. I thought puts were traded below the current stock price with the buyer believing that the stock price would drop below the strike. The $800 puts show an ask of $360 which is just about the difference...
  10. humbaba

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

    I find articles like this one to be troubling. They exaggerate what Musk actually said and set false expectations. Not helpful. Tesla's date-specific releases are spelling trouble for competing car companies Great, except that that is not what Musk said. The closest I could find is the...
  11. humbaba

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

    While I certainly thank Elon for running the company so well that it justifies ever higher valuations, my buying opportunities were funded by Tesla's enemies so I thank them as well. :cool: Here's a shout-out to all my friends in $TSLAQ, :rolleyes: I love you all, thank you for my <$200...
  12. humbaba

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

    That chart looks interesting to me. Sometimes there's a clear center, but not here and the $380 is being skewed by the spike of puts at $200. What seems more likely is a sell wall to protect $450 from the calls there going into the money, but there are a number of puts higher than that. Maybe I...
  13. humbaba

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

    The anti-Tesla articles seem like such weak tea anymore. This one at Market Watch: it got me to click. The "real cost" of doing a stock split is that -- sure, its been well demonstrated that the market cap increases -- but the cost of doing that is that you lose the "high quality" investors...
  14. humbaba

    All anecdotes and discussion about Fit and Finish

    Kid on a cellphone hit my Tesla so I'm now driving a Camry. Please do not try to suggest that Camry is in any way comparable -- fit & finish or otherwise -- to a Tesla. I got my Model 3 in December 2018 and I'm reasonably certain it has hyuuuge panel gaps. The funny thing is no one, and I mean...
  15. humbaba

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

    Hey, don't you buy a share whenever someone says there is a demand problem? I see that you just said that "demand has plateaued" and one might that there would be a demand problem with news about "AP was on" or a lawsuit. With these new posts positing fit & finish issues on Fremont-made Model...
  16. humbaba

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

    I didn't hang on to the link, but in a previous post about how legacy manufacturers made money the parts manufacturing unit of one was the only one not included in their bankruptcy. Think about it: the rest of automotive manufacturer is losing money hand over fist, but the parts manufacturing is...
  17. humbaba

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

    no, the 5% reduction is relative to pack cost, not the part cost.
  18. humbaba

    The Resource Angle

    I think it tells us more about the rate of production they expect (and still not much of that). The agreement is for (approximately) 1/3 of the Piedmont SP6 (IIRC) output, with an option for an unspecified amount more, and -- most significantly -- guarantees purchase for five years. This is so...
  19. humbaba

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

    after market.... If someone wants a counter example where the market makers don't get what they want -- well, look at $NKLA :eek: There are quite some puts that are in the money with stock at <$20 and max pain at $26. Interestingly, both calls and puts have spikes at $20, but as $NKLA failed...
  20. humbaba

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

    Looking at AAPL I'm seeing a distinct upward trend that aligns with NASDAQ. While TSLA is not completely level it lacks the distinct upward trend for the afternoon. edit: AAPL may have peaked since hitting $112. But it is interesting to note in that light that AAPL max pain is listed as $111.25...
  21. humbaba

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

    If I recall correctly that news is misleading. The solid state is an option -- not standard -- with significant caveats, such as recharge time. edit: from the press release They are offering both NMC and solid state. The solidstate is better density, but restricted charging.
  22. humbaba

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

    That chart reflects yesterday's positions. Also note that while I would be very surprised if market makers didn't nudge toward max pain where relevant it is also a kind of self-fulfilling prophecy. For example, if you buy a call that pushes max pain higher -- but it also induces the market...
  23. humbaba

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

    Look at it this way: if keeping the stock price pinned to $400 has a payout of $X while a stock price of $405 has a payout of $X - $Y then if you can cap the stock price for less than $Y it is to the market makers advantage to do so. Similarly, if the payout for $395 is $X - $Z and you can prop...
  24. humbaba

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

    I forgot about the short interest update. As a reminder, on August 31st it was down to a new low of 54.89M shares. This was expected as there was plenty of evidence of short covering leading up to the split. The next day (Sep 1) was also strong, but Sep 2nd the shorts returned with a vengeance...
  25. humbaba

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

    Watching the super cut I caught the $1.20/kWh anode cost they cite. When I watched it the first time I wasn't thinking, but that is a raw dollar figure whose improvement is given as 5% cost reduction at the pack level. They list some alternative methods, the cheapest of which costs $6.60/kWh...
  26. humbaba

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

    A marketwatch article that isn't just FUD? Oh, well, that's because its an opinion piece by someone who holds stock in $TSLA and feels it is (and should be) valued as a tech company. Disappointed by Tesla’s Battery Day? The electric-car maker has been winning by playing the long game
  27. humbaba

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

    With respect to the volatility that others have noted I believe this is due to the collective market's uncertainty as to the proper valuation of Tesla, and that such volatility will only increase as $TSLA goes higher until this uncertainty is resolved. One of the long standing objections to...
  28. humbaba

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

    I've got an order there as well, but just a tad higher to improve the odds of execution. At least, that was the plan ;) I gotta say, though, that the shorts seem to have largely lost their power over $TSLA. I mean, $TSLA remains extremely volatile but these swings, while very large, are to the...
  29. humbaba

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

    while $TSLA is relatively down, it seems to be tracking NASDAQ reasonably well today and unless it drops more my buying is on hold. I have a limit order in case it really drops while I'm not looking, but at this point I don't expect it to be filled.
  30. humbaba

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

    green?!?!? Hey! Where are my discount shares?!??!?! Now I'm off to go cry, wiping my tears away with my earnings. :D
  31. humbaba

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

    As it so happens, today we will learn the short interest on the 15th. Anyone claiming to know the current short interest is making it up. Though I'd wager it has increased the last few days I won't pretend to know what the current numbers are.
  32. humbaba

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

    Maybe, but the stock price bounced so unless we get a mid morning dip my next order won't clear. While it may not go green today (who knows) the discounts may not get any better
  33. humbaba

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

    What is it about price drops that bring the trolls out? :) It is interesting to see more bearish members countering the trolls, but it did make me realize that an option to extend ignore to quotes/replies would be helpful in terms of clutter. While the stock price hasn't fallen far enough to...
  34. humbaba

    All discussion of Nikola Motors

    I just learned something: the Nikola truck is really a Ford: Fast Only Rolling Downhill :p edit: perhaps even better "Fords Only Run Downhill" -- and that one is recursive...
  35. humbaba

    All discussion of Nikola Motors

    While you had a good start you quickly went down hill. Nikola didn't start as an integrator and then decide to insource, they were founded on the premise of having breakthrough technology, but since they were hiring friends & family and couldn't make anything work they outsourced everything. The...
  36. humbaba

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

    The prior about the change to voting at least made a straightforward argument. The next two are just using this as a platform to further their agenda and make allegations without evidence while wasting shareholder time.
  37. humbaba

    All discussion of Nikola Motors

    But they don't actually need anything internal. They can (and have been) outsourcing it all. That doesn't help the viability of their business plan (they would have to relentlessly focus on cost improvement) but my point is that Nikola the company may be around a lot longer than some people...
  38. humbaba

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

    One point about range and the cybertruck is that the range is listed as "plus" and Elon commented at one point that those numbers were what they could achieve with the batteries they had at the time. It always struck me (and others here, I've noticed) that the plan for the cybertruck was to do...
  39. humbaba

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

    He's not letting the companies know. He was informing investors. Not that twitter is a great medium, but what do you suggest would be a better way to let all of those investors know? Musk's twitter account has far greater visibility than an investor press release, particularly when it comes to...
  40. humbaba

    All discussion of Nikola Motors

    I don't see Nikola going away that quickly. The fraud allegations largely revolve around Trevor so even though others are involved as well by jettisoning him they put the company in a more forward looking position. People often bring up Theranos but I just don't see it. The Theranos product was...
  41. humbaba

    All discussion of Nikola Motors

    I thought that the SPAC just made money by facilitating fraud a company bypassing normal review, so the SPAC would not have cared about evaluating the viability of the business plan. Do you really think that GM planned to take over Nikola from the start and isn't just taking advantage of the...
  42. humbaba

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

    But you talking from a different perspective. You even mention (what I did previously as well :)) that it is inconvenient to have your meal interrupted in order to move the vehicle. This is not something that is concern of any non-owner I have ever encountered. They are stuck in the mindset of...
  43. humbaba

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

    I really don't see Tesla allowing owners to set a maximum charge rate. It is in Tesla's interest to have the highest throughput. However, if Tesla (or someone else) were to do a sonic-style drive in eatery then a "slow" super charger could make sense.
  44. humbaba

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

    yeah, apparently I did not make it clear enough. I'm talking about Tesla's superchargers and I agree that the 30kW you mention is too slow. The main point I was trying to make was that from the driver's perspective charging that is faster than his stop duration is wasted, but that from Tesla's...
  45. humbaba

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

    While I agree that faster charging is perceived as a big deal, I don't believe it actually is one. Not for the owner anyway. What an owner needs is charge availability not charging speed. Charging Speed When I get asked about my car one of the inevitable questions is "what about charging" and I...
  46. humbaba

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

    That is my expectation as well and there is certainly plenty of precedent for it. However, the drop is in no way guaranteed. While I don't think the environment is right for it I'm reminded of 3Q19 where people tried to play the inevitable drop by selling before the earnings call so as to pick...
  47. humbaba

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

    Well, maybe, but I believe the continued importance is something we simply are going to disagree on. So rather than belabor any difference I will simply note that the Roadster 2 has simply amazing performance stats and the plaid drive train was in development well before the Taycan release (not...
  48. humbaba

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

    Why? Because they can? But if you think that the M3 was designed from the ground up to be a track car I'm not sure there's anything that'll convince you otherwise. The reality is that Tesla took the M3 platform and pushed it for trackability. And, to date, it is without a doubt the most...
  49. humbaba

    All discussion of Nikola Motors

    If you want to make hay about solar city and the tiles, have at it. But whataboutism doesn't change the facts where Nikola is concerned.

About Us

Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.

Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


SUPPORT TMC
Top