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https://cleantechnica.com/files/2022/04/2022-US-auto-sales-q1-2022-vs-q1-2021-CleanTechnica-chart.png

I don’t understand why the constant belief there are a demand issue. Sure.. eventually, we are not there yet. You can’t throw the demand card alas an answer to all questions about production/deliveries. Not sure why Gary, Troy and everyone else keeps doing this🥴

If they even out the wave either exports all quarter, why the focus on China sales? Troy focus on production capacity, nothing to do with demand.

I was thinking some over priced Spacex merchandise with Ukraine themes.;-)

Same goes for put interest.

Elon has no love for shorts. As long as he use margin, his shares are available to shorts. I’d bet good money Elon closed all margin.

You sure about that? 😉

My understanding was Elon closed all margin when he sold to cover options that got exercised?

You talking about the Idra 9000ton casting press? It is for the rear casting as it need to be huge to handle the loading capacity.

Not true. Both sides can use the 1B exit option, but on certain terms. It is not a one-sides thing. Ex. If fiancing falls through.. or deal is not closed by 24th October (this might have its own sub terms).

🤯 We laugh at Gordon the clown, but I just got a link to a Gordon video as proof that Tesla lose money on everything but cars😶 Some people actually buy into his lies..

Tesla built Berlin and Texas, all while paying debt and growing cash pile. They cant grow quicker, cash flow is increasing. Its either larger cash pile, buying btc, buyback or dividends - imho

Quite the opposite imho, MM went for a push down contrary to the Nasdaq movement. Might have used the momentum by that false article about Elon talking with Putin. Seem that was the time it started?

Brankruptcy? You lost all credibility in the first sentence.

Cutting margins and price makes no sense when you are production constrained.

Don’t forget regen. Tesla Semi get back 70% of the energy spent up hills on the way back down.. ICE semis do not regenerate fuel.

Q1/23 our EPS was 1.07 - do they really think it will be lower now? Q3 With Texas and Berlin actually producing cars at volume, and deliveries up 10%, tesla energy continue to ramp and Teslas continues focus on reducing cost and even reducing staff?

The data is used to expand the neural nets - build the brain. A kid already has a functional brain, yet under developed and more data expand it until the kids is an adult. Data is king. We have examples of what happen to under stimulated (lack of data) children - not good.

Model y ramp has been smoother and quicker tham model 3. I expect that as soon the Gigapress is in place we will see cybertruck test vehicles on the road within a month or two.. and that cybertruck go into production even quicker than model Y.

Very true. Norway never recieve many cars first month, and obviously no need to expedite shipping from Berlin. Focus on local deliveries now, and rest of Europe when it fits their logistics schedules.:)

Most black and white MYs in Norway are made in Berlin. YTD: DE-P : 2647 DE-LR : 746 https://teslastats.no/

I ment the previous bottom 17/6/22 - Tesla was down to 204 and Nasdaq was at these levels

Some comfort in that Nio, Rivian and Lucid are down more..

Last time Nasdaq was at these levels, Tesla was 10% lower - so all in all, it sucks be we are doing good. 😉

Well, S&P500 inclusion didnt have an immediate effect on the SP either.. until it did.;-) Might take days, might take weeks. Lets get to Q3 ER, blow everyones expectations away and see which new funds come running to grab their share of $tsla «patience young grasshopper»

I sold a few $1100 4/22 puts.. Lets hope we both get lucky. ;-)

Yeah.. my conclusion today. I rolled my next week bps out one week, and got it down from -850/800 to a -820/770.. I am sick and tired of this grind of the SP.. I am sure we will get a bounce next week so this wasnt really needed, but doesnt hurt to be proactive... and I will sleep better...

I have decided to continue with my bps -850/750 for the indefinite future. I considered to move one step down, to -750/650 - but greed made me decide to stick with -850, as it pays substantially better. My conclusion is that since we only visited below 850 two days during max macro pain two...

Just watch Sandys ongoing tear-down of the Plaid. They have made a lot of very smart design changes - it is smooth.. !

Tesla seldom make something completely new and revoulitionary. What they are good at is combine and improve the design, make it more sexy, smooth and flexible and user friendly. ;-)

Yes, I'd think so. Exercise the 920p forfeits any remainig time value.

When an industry is disrupted - the current experts go into denial. Watch what Tony Seba has to say - he walk us through the distuptions in history. Every time - the current experts told it was impossible, couldnt be done.. and the disruption happened in a matter on a decade or two, and every...

He should sell the house - would get a lot more shares!

"I know we can say in 5-10 years the P/E might fall to 30 or 40." ? Forward P/E is 55 now..

Optimus is so huge and so closely connected to everything Tesla does - it belong with Tesla. AGI, Software, battery, production, everything is connected. Optimus success will decrease cost to all production worldwide, if successful it could mean cheaper resources in general. Access to...

It wasnt $tsla - but $rblx $100 puts - just wanted to point out that ITM puts might be assigned early. :)

You speak the truth. I found Elons vision exciting.. but I cingred when he spoke at the ER. Focus on ER cant be on stuff that market does not believe in or think is possible. That is a reciept for disaster (short term).. It would have been enough to explain why focus had to be on volume...

You need to do something asap.. I got assigned on Wednesday for some ITM puts which I was planning to roll.. Do not wait until expiry day!

If you have had FSD for a month - it would suck real bad to remove it.. so I think very few will actually subcripe on and off.

Subcriptions seldom (never?) have fixed prices you can "lock in".. Netflix, Disney+, spotify etc. raise prices regulary..

I suspect this is what Tesla want. Its their only way of keeping demand in control, along with not advertising. (demand cant be too high, nor too low) They do not want people having to wait 6-10-12 month when they order an available model.

If they do this to handle demand - the price increase doesnt really effect EV adoption, as they still sell all they are able to make. When production increases further, prices can go down.. What Tesla reallt dont want, is people who order (available models) have to wait 6-10-12 months for...

Wheels turn in our Model 3. Tesla hasnt implemented turn-by-wire yet I think?

He can't see what Teslas overall plan is. Why shouldn't they utilize all the onboard computing power? (would be stupid not to) ..and when FSD is feature complete, they can focus on optimizing and streamlining the code to get to the needed .99999s

But then - why open up orders for a Plaid AND a Plaid+ ? - what was Plaid+ supposed to be, if not 4680?

Doge has a fixed 5 billion new coins a year. As time goes by, the yearly dillution will become a smaller and smaller % of the whole - and eventually = close to zero. It is about 5% now - but by 2050 it is closer to 1% a year.. and down from there. imo - its comparable to Tesla, when sp grew...

Loved it. :-) Lots of humor, great performance. I have watched all clips 2-3x, and enjoy it every time. Elon having Aspergers is in hindsight not surprising, but I havent thought about this before. Feel even more comfortable in my investment long term. Elon have more drive and focus than any...

Sure, its the same but also the exact oppsite: (in a less positive way) A bought options has to be rolled away further OTM = less and less % chance of success. A sold option can be rolled the same, up and out for cc or out and down for sold put = larger % chance of success. So rolling a sold...

My take is we will see $710+ as Friday close.. or maybe not. :-D Sold a few $710 naked puts at $16 Tuesday- så anything above $694 is a win in my books. Else, I should be able to roll out for a profit. First time I am holding until expiry day with ITM -puts, så this is a learning experience...

Soo.. Next Q can easily be a few billions extra in the black? ..and this without selling any bitcoins or have any ZEV icome. /me like. ;-)