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  1. sroh

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

    Subscribed. Looking forward to it @Gigapress!
  2. sroh

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

    What's most encouraging to me in today's trading is the volume. On a day when traders are mostly thinking of turkey and football, TSLA volume is much higher than I would expect. Cautiously (very cautiously) optimistic we could have seen the bottom.
  3. sroh

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

    Unfortunately, I remember thinking the same thing about $200 versus $19X, $190 versus $18X, and $180 versus $17X (that was just Friday!). I hope we're not going to say the same thing about $150 versus $14X.
  4. sroh

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

    Wall Street: for the love of God and humanity, please don't let this happen.
  5. sroh

    Elon & Twitter

    Sounds like a bit of a meltdown in Twitter land. I'm sure it's going to be fine in the end, but potentially more FUD ammo for the shorts and hedges tomorrow. It's unbelievable how bad the sentiment is right now towards Elon, and by proxy, TSLA. He predicted it, but smh.
  6. sroh

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

    Software has been delayed from 2026 to 2029? Seriously? I'm not a software engineer, but that seems ludicrous.
  7. sroh

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

    I'm as pollyanish as anyone on this board. But no way you are going to convince me this recent drop is just random and is within statistical/volatility reason. Yashu pointed out today that QQQ is flat to slightly up over the past 16 days, while TSLA is down 18-20%. It's been painful and...
  8. sroh

    Wiki Selling TSLA Options - Be the House

    Whelp, I got assigned on my June 2023 short 350/400 BPSs overnight. This being in an IRA account and fully invested, I had to fully unwind the position. Sold the 350s and the shares put to me. I timed it fairly well (selling the shares at $223 and selling the puts when SP was $219.50. Avoided...
  9. sroh

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

    Oh man, I'm so sorry for you and your family. What a horrible accident. Stories like yours snap me right back into place that I should not be complaining about minor life's quibbles such as TSLA stock price. Hang in there (I know you are and will!).
  10. sroh

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

    ENPH is one stock I sold when I un-diversified into TSLA. Oops.
  11. sroh

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

    When in doubt, zoom out. Nice perspective from Dillon Loomis of Electrified.
  12. sroh

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

    MMs decided to go out for breakfast and coffee; MMD delayed by an hour today.
  13. sroh

    Wiki Selling TSLA Options - Be the House

    I'm reading intently. You guys are pretty bearish. I hope you're wrong; I fear you are right. You guys give any weight to the idea that the Biden administration is going to try to strong-arm Powell tomorrow as a last ditch effort to save the midterms? I'm grasping at straws.
  14. sroh

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

    Oh, you mean that 'M' in MAANG. I initially thought you had replaced Facebook with Microsoft (as it should be).
  15. sroh

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

    https://www.reuters.com/business/autos-transportation/toyota-reports-25-drop-q2-profit-misses-estimates-2022-11-01/ Anyone here surprised? We’re going to see more and more of these misses from Tesla’s ‘competitors.’
  16. sroh

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

    I might have to take a break from this thread. Not nearly as informative and entertaining as it was before TWTR and politics took over.
  17. sroh

    Wiki Selling TSLA Options - Be the House

    We need a 'dazed and confused' reaction. I feel like I felt listening to the AI presentation -- totally inadequate.
  18. sroh

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

    Sorry, I don't know. You might want to check in the UI forum.
  19. sroh

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

    I believe it is $10/mth or $100 for a year. At a minimum, you get music, entertainment, traffic data for navigation. It's a must have.
  20. sroh

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

    Don't forget much of the current fleet were grandfathered into free lifetime connectivity. I don't recall when they started to only provide a year of connectivity. But agree with @Prunesquallor. Can't imagine driving a Tesla without premium connectivity. I would think it has to be 90-95%+? We...
  21. sroh

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

    Are we not entertained?!?!?! Regardless of what happens tomorrow, next week, next month and next year, you have to admit it’s entertaining as sugar to be an investor in TSLA. Gut wrenching at times, euphoric at times.
  22. sroh

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

    I'm wearing my TSLA rose colored glasses (not that I've ever taken them off). Lots of stock analysts are poo-poo-ing the recent bounce, claiming a real turn-around should start with, or at least be accompanied by, tech. While I agree tech leading the way out of a bear market is typical, I for...
  23. sroh

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

    I'm feeling more confident. Earlier in the month, TSLA would have been down 4-6% easily, given MSFT and GOOG earnings misses and broader Nasdaq performance today. The fact we were up today speaks to some combination of: Severely oversold TWTR overhang lifting Relative strength/performance of...
  24. sroh

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

    Ya, it was east of San Jose, south of Fremont. We're about 10 miles west of the epicenter. We felt it pretty good here. House shook, chandelier swayed. No damage. And no after shocks that I could feel. I was told someone working in an office in Fremont felt it, but it was minor. Fremont...
  25. sroh

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

    Yep, good call on inventory and sales channels. Back in the hey days of pre-internet stock bubbles, I worked for a large tech company which sold hardware through value added resellers (VARs) and distributors. Our revenue recognition policy allowed us to claim revenue when we shipped product to...
  26. sroh

    Wiki Selling TSLA Options - Be the House

    You don't see the TWTR overhang being lifted as 'company news?' I can easily see a short squeeze happening if the deal closes on Friday with no additional selling by Elon.
  27. sroh

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

    Unfortunately, I think Option 3 has less than a 1% probability. I listened to a couple of interviews with Ross Gerber. He stated with seeming certainty that the deal will close by Friday. It sounds like he has inside information( perhaps as an equity investor in the TWTR deal?). I know he can be...
  28. sroh

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

    Interesting question. My initial read on it was Elon was not suggesting he was currently in SV, but that when he comes here, he crashes at friends' places rather than in his own home, since he doesn't own a home here.
  29. sroh

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

    Well, when you put it that way, it makes it sound very plausible.
  30. sroh

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

    I sure hope this is correct. Can't get past this fast enough.
  31. sroh

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

    I can't speak for anyone else, but here are my thoughts. When he mentioned his last sale was insurance, that was before he agreed to the full $54.20 price. That was also before all of the information about how bad of shape Twitter was in came to light. So, higher purchase price than might have...
  32. sroh

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

    Thanks @mongo! This is very helpful and a bit of a relief.
  33. sroh

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

    Some chatter on Twitter indicating insiders can't trade TSLA shares until 24 hours after 10Q is filed. If this is true, Elon isn't selling today, as the 10Q was filed just today. Is this correct? I had it in my head Elon could sell as early as today. I was kinda hoping Elon selling today was...
  34. sroh

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

    Damn, my red Model 3 is very jealous! And yes, IMO this is on topic since the wait list went to 7 months overnight for this color. Amazing demand lever.
  35. sroh

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

    Some F/X hit. But it seems it's mostly due to higher number of China deliveries. China ASPs are lower than in the US and Europe.
  36. sroh

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

    That would be a fantastic outcome. Getting rid of this TWTR overhang can't come fast enough.
  37. sroh

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

    No, unfortunately that is not right. There are both debt components and equity components to this deal. Banks committed debt and are obligated to follow through (at least until April). Equity dollars are what Elon is trying to line up. If he can't secure enough, he potentially needs to sell...
  38. sroh

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

    Love it; that's making lemonade out of lemons!
  39. sroh

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

    Hey, TSLA down less than 10x Nasdaq. Woo hoo!
  40. sroh

    Wiki Selling TSLA Options - Be the House

    I read that as Elon can't sell until Monday (two full days after earnings are released). Ninja'ed by @vikings123.
  41. sroh

    Wiki Selling TSLA Options - Be the House

    Good point. But I recall Elon indicating he was going out of his way to pay more in taxes. In any case, the main issue is, no one knows. It's the uncertainty that is causing the heartburn and giving shorts the ammunition to attack TSLA. I don't see how we make any serious gains until this is...
  42. sroh

    Wiki Selling TSLA Options - Be the House

    He can't sell today. Still in the lockup period. It's not perfectly clear to me whether the window opens for him to sell starting tomorrow or Monday.
  43. sroh

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

    I recall yesterday’s discussion about whether Elon was done selling. Those of you who were convinced he was, are you still convinced? I was not convinced then, and I’m even less convinced now. It’s clear to me this is going to remain a lingering anchor on TSLA until Elon confirms, one way or...
  44. sroh

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

    This is the second 'learn something new every day' moment of the day for me. Love this thread.
  45. sroh

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

    My 'learn something new every day' moment for today. Thanks Dodger!
  46. sroh

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

    ??? I haven’t looked this up so I have no idea to what he is referring. But I take it as a positive sign that he is Tweeting obscure tweets today. EDIT: book published in 1709 about right of kings and rights of people. Like I said, obscure.
  47. sroh

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

    I hope you're right. I will be thrilled to have worried for nothing.

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