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  1. J

    Wiki Selling TSLA Options - Be the House

    My reading is: The trade at 11:29:56 with $TSLA at 182.155 happened at a local low, suggesting a bullish trade. The 153.33 Calls traded at the BID, but the 150 call was traded slightly below the ASK (no "A"), suggesting a fixed price spread order since the time of the two sides are the same...
  2. J

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

    “ For 2022Q3, BEV sales accounted for 2.147 million units and registered a YoY growth of 75%, “ https://www.trendforce.com/presscenter/news/20221124-11470.html
  3. J

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

    Compared to all other Tesla YouTubers, this analyst’s deep dive into Tesla is refreshing. I enjoyed and agreed with his rating of Tesla recent financial, which he sees as all excellent. He does not know EV nor talked about Elon nor his vision and aspiration of future growth of Tesla; his...
  4. J

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

    An analysis of Tesla by @SteadyCompound on Twitter Snippet: “ For our projection, I’m going to assume Tesla falls short of Elon’s lofty goal and deliver 15 million vehicles in 2030 (still an audacious number). With an average price per vehicle of $50,000, revenue will come up to be a whopping...
  5. J

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

    Interesting post from @SpotGamma on Twitter on the market: " Equity put/call ratios show no sign of demand for crash protection. 1) There's lots of oscillation in PC volume - likely due to proliferation of short dated volume. 2) Open Int PC shows no put increase. This backs that PC volume is...
  6. J

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

    When you have no idea what is Tesla about, and have not looked at the company in 2 years, perhaps it is best not to go on television to let everyone know your ignorance. At 4:26 mark - “the only 3 things that Tesla had going for it was the S&P500 inclusion and the stock split and reaching...
  7. J

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

    My M3 charging cost ran $38 last month, since I charge 96% from home. This saved me $200+ The inflation-adjusted electricity cost should continue to drop as humanity moves to solar/wind/battery.
  8. J

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

    ------------------------------------------------------ 11:46 AM 11/16/2022 WSJ Elon Musk Says He Expects to Find Someone to Run Twitter By Meghan Bobrowsky and Rebecca Elliott Elon Musk said he expects to find someone else to run Twitter. In testimony during a trial over his compensation...
  9. J

    Hard Reset Model 3 (Cameras not working, no GPS functionality and car won't go to sleep)

    The same GPS failure and nonfunctional backup camera just happened to my 2021 Model 3. From this thread and on google it looks like the same issue has been happening since 2018, at least. Most people just needed a hard reset (unplug the 12v battery). Others needed Tesla to help in some way...
  10. J

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

    YouTube Link: (starts at 1:20) Charlie Munger: What Tesla has done in the car industry is a minor miracle
  11. J

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

    Good to know that Elon’s supporters are not wavering. Tim Draper, an early investor in both Spaces and Tesla is big fan of "awesome" Elon Musk, even with the drama swirling around Musk's takeover of Twitter and investor concerns that it is distracting him from Tesla and SpaceX. "This is a guy...
  12. J

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

    Jeff Bezos is investing in Tesla. Wonder if he will sway future product development.
  13. J

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

    We know for sure that $TSLA has been tokenized but I have no idea on to what degree. The token creator would have bought and is holding at least equal number of Tesla shares as the number of tokens sold, at least that is the purchaser’s expectation.
  14. J

    Off topic galore

    Tesla is selling a used 2018 Model 3 at near 2022 new Model 3 price shows amazing value retention for this one car. My guess is that there is significant value appreciation
  15. J

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

    the first form 4 was for 11/4. Elon (or else somebody very lucky) bought the huge number of December puts on 11/3 - 250K contracts Edit: could this mean total sale will be 25 million shares? Edit 2: I was wrong. Elon and others executives in Tesla are not allowed to trade Tesla derivatives
  16. J

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

    In the Institutional Investor’s 51st annual survey (@iimag ) among 3100 analysts & money managers, #Tesla ranked #1 in the Autos & Auto Parts Sector for : - best CEO - best CFO - best IR program - best IR team - best IR professional - best company board - best ESG - best Analyst/investor event...
  17. J

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

    I read another comment in regards to "this historical trend": - In the past nineteen midterm election years since 1946, stocks have advanced from late October through year-end every single time except 2018. - 2018 happens to be the ONLY year with mid-term that featured rate hikes and...
  18. J

    Off topic galore

    China’s new rocket design.
  19. J

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

    I wonder if the reason for the wide release of FSD is to continue the March of the 9’s. Does the March of the 9’s mean the gathering of the edge case data will soon require sample size that is possible only from a wide release? As for the timing, even after a wide release Tesla needs time to...
  20. J

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

    Looks like GM has revised their EV plans. According to Biden, Mary told him the new date is 3035. Personally, I doubt GM can survive 1000 years on ICE. Youtube: GM commit to go all electric by 3035.
  21. J

    FSD discussion

    - I was in the intersection in heavy traffic waiting to turn left - opposing side had two lanes and a left turn lane - 3 in total - lights turned amber but traffic still flowed - lights turned red and the opposing cars in the left turn lane and passing lane stopped. No car was in the curb lane -...
  22. J

    FSD discussion

    Just got notified and installed a FSD beta update. Went for a test drive. Surprise surprised - I almost did not need to touch the steering wheel at all for the 9 minute drive and didn’t get any warning to keep hands on the wheel. Almost zero disengagement- the only time I touched the wheel was...
  23. J

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

    Some trades might not be bear raid ; sometimes low asks could be margin calls, which I believe. (no proof). I think whenever the market tanks big like today, somebody will get margin called. Many will sell before 4PM for market liquidity, but then at 4:01PM, the brokers start to liquidate...
  24. J

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

    New report showing EU BEV increased from 9.8% of new car sale in Q3 2021 to 11.9% for Q3 2022. https://www.acea.auto/fuel-pc/fuel-types-of-new-cars-battery-electric-11-9-hybrid-22-6-and-petrol-37-8-market-share-in-q3-2022/
  25. J

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

    Here is the 2 minutes clip on that from the 3 hour interview.
  26. J

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

    Last Friday (Oct 28) morning I was on vacation and watched an extensive interview on CNBC with the SEC chair on various topics. During the live interview the newsflash popped up that there were Tesla employees helping Elon with the Twitter code review. A second CNBC interviewer interrupted and...
  27. J

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

    News: https://finance.yahoo.com/news/tesla-sends-shanghai-workers-california-100106482.html “Tesla will dispatch staff -- in particular automation and control engineers -- to assist efforts to increase output in Fremont, where Tesla produces the Model S, X, 3 and Y vehicles, the people said...
  28. J

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

    With this new “Context” feature, Elon is setting up Twitter as a tool to fight FUD on all topics globally. Huge benefit to Tesla is implied. Edit: [ @JRP3 corrected me that this was used prior to the buyout.]
  29. J

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

    For my friends who won’t accept that explanation, a more acceptable explanation could be : Since the 52 week low 206.86 is only 13 dollars away, if many buyers are setting their bids at or below that price, and there are margin call sellers forced to sell their shares at any price, then after...
  30. J

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

    Moody's wrote back in September when they answered why they consider Tesla below investment grade: "Dear Mrs. Merz, Thank you for reaching out to us. For reference, I copied below our considerations for an upgrade of Tesla (se press release January 24th). The considerations are not so much of a...
  31. J

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

    New info from Rob TeslaDaily podcast that Elon’s lawyer said Twitter offered a reduction of several billion with some conditions. Elon refused and offered the original price and conditions. This is interesting because Twitter then decided to continue with the court case. My guess is that...
  32. J

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

    More info on requirements and timing from Alexandra. She used to work for Moody’s.
  33. J

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

    Happy that I increased my holdings by 10% at $234 based on this chart, which intersects $233.75 on the trend line based on the two lows-of-the-day.
  34. J

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

    E For Electric YouTube channel has a video on the software problems of VW ID4, but the Electric Viking’s summary of the E video is much more digestible. E was ghosted by both VW and Rivian for his negative videos pointing out issues that I feel justified as severe enough to be pointed out...
  35. J

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

    Update on this: might not be down.
  36. J

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

    Musk tweet make it semi official that we will get to see Optimus subprime performing amazing feats, at least amazing to robotic experts but likely not to the sci-fi loving masses.
  37. J

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

    Likely to be on Sept 20. with 4.61M contracts traded. Link: Yahoo Finance But that just my guess and not for certain because the chart only show the trade volume and not the open contracts. This web site provide historical option chain details, but need a subscription to access...
  38. J

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

    China extends NEV tax credit by another year to end of 2023 (as expected). Average comes to US$2390/vehicle on average. =14230/(3.97*12/8) http://english.www.gov.cn/statecouncil/ministries/202209/26/content_WS633167b8c6d0a757729e0881.html
  39. J

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

    Trading strategy that worked in past years may not work this year. Average S&P500 performance for 2022 so far is that during the week following a one day 1% decline is another 1.2% decline. Hope not to see more one day 1% declines this year. Too many already. link
  40. J

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

    Every few months we see Tesla sign another contract with a mine for a critical cell mineral. These long term contracts should be regarded as Tesla building a new moat that other OEMs will find, in a few years, increasingly difficult to traverse at similar volume and cost to Tesla. Excellent...
  41. J

    FSD discussion

    I confirm that I have personally experienced each and every one of the concerns you have listed on my FSD beta 10.69.2. And I can probably add another 20 more, especially in regards to regular road obstructions, unusual lane markings/poor unmarkings/re-marking adjustments and driving through...
  42. J

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

    Great to hear FSD beta is performing so well in Washington D.C. cross town, including crowded areas. Still disabled in downtown Toronto. :( Whenever I crossed the dotted line, my Tesla flash the big red icon and screams at me as it turns off and disables the FSD feature.
  43. J

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

    I seem to be seeing increasing number of excellent free advertisement media articles for Tesla. Perhaps the tide is turning where positive articles on Tesla is slowly getting more clicks than negative ones from the EV buying consumers...
  44. J

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

    Lora Kolodny reports: (click for full list) “Here are the [27 Elon Musk] direct reports we know about as of September 2022. The data was gathered from interviews with current and recent Tesla employees, LinkedIn profiles, internal and public records from Tesla, and may not include all of the...
  45. J

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

    To avoid paying the "current price”, I ordered two MY LRs with FSD (CAN$12,800) just prior to the FSD price increase (to CAN$19,500) - one for my wife and one for my daughter. Knowing that FSD will “one day” be capable of driving itself with no-one on board, and the possibility that Tesla may...
  46. J

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

    Electric Viking Youtube on the new Nio ET3, with comparison to the Model 3 He starts the video with: “the key question is. . . can this car save the company?” According to the video, ET5 has: - better styling / more interior and exterior colors - wider and longer than M3 - M3P-like performance...
  47. J

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

    How I explained it to myself when I was on my 14,200km round trip across Canada/US is that if there are traffic ahead not visible until you reached the crest, then there will likely be phantom braking, especially at dusk or night. But if no traffic then not.
  48. J

    FSD BETA 10.69.2 FAILS POLL

    Reddit comments have lots of reported issues with 10.69.2, many/most of which I have personally experienced driving in Toronto during rush hours.

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