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maybe 20%

There's a massive wall of $270 Put options expiring today, the biggest in over a month. With the stock price drop these are now in the money, which is quite unusual for such a large wall. It'll be interesting to see how today unfolds.

What a relief to see $200. During the dip post SP500 inclusion I bought some $200 March 2022 call options that were then in the money, deep enough that they could suffer a 20% decline and still be worth something. It cost me 1/6 of my shares and offered the potential to buy a bigger house for my...

Striking how the squeeze/spike in Lucid yesterday seems to have affected other “next Tesla” stocks.

Almost three months old, but still worth sharing this datapoint from the UK, as it probably has not changed much. If you want an EV that's not a Tesla, count on having to waiting up to half a year extra...

To those worried about surveys showing growing disapproval of Tesla and Elon in one demographic, a bit of historic perspective may offer some consolation. One other auto company later known for the dieselgate scandal literally used slave laborers from Auswitch for the nazi war machine. I’d...

One added benefit of a price cut as dramatic as this one is that it helps dispel the idea of runaway inflation. Hopefully the Fed takes notice.

Good read https://www.cohenmilstein.com/case-study/northwest-biotherapeutics-inc-securities-litigation Summary: Northwest Biotherapeutics (~$1bn market cap) filed a securities lawsuit alleging that market makers Canaccord Genuity LLC, Citadel Securities LLC, G1 Execution Services LLC, GTS...

Tesla Model Y is now in the top three best selling cars in China 2022 year to date. Not just EVs, but all cars. 1: SGMW Hongguang Mini (320k sold) price < ¥ 40k 2: Nissan Sylphy (313k sold) < ¥ 150k 3: Tesla Model Y (257k sold) ¥ 316k+ With the top two competitors being in decline year...

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-giga-berlin-info-event-was-attended-by-about-500-people-critics-are-satisfied-with-the-information-presented "In addition, company representatives said that the gradual increase in production at the new plant is going very well, although the...

This is a good time to review Elon's recent remarks on FSD timeline and state of the Autopilot team. Two tidbits: "I still think it's tracking for this year". And, "Tesla software/AI team is the best software team I've ever worked with. [...] They're outstanding. "

Contrast the sentiment of this journalist vs western journalists towards Tesla and Elon. Tesla will do well in China.

There is something extraordinary going on with energy prices in Europe. Electricity prices are now 3-5x what they were a year ago. It's a price shock comparable in magnitude to the oil crises of the 1970's, yet the significance of this does not seem to get the attention it deserves. Source...

Elon has a long history of predicting full self driving just around the corner. This earnings call was the second time he said he’d be “shocked “ if it is not there within a year. Elon Jan 26, 2022 (earnings call) “And there's several profound improvements to the FSD stack that are coming, you...

Gary argues that portfolio managers expect 2022 to be great but that all the talk of FSD and bots make them lose confidence in growth for 2023 and beyond, hence the stock drop. This requires not only that they have a long investment horizon (doubtful), but that they put zero value on various...

Well, we topped $1200 after Q3 earnings. Q4 turns out a good deal better than even Q3 (+30% profits for one). It’s only a matter of time…

A couple of posts over the week mentioned estimates of just how massive the options market value is that expired Friday: "Goldman Sachs Group Inc. estimates about $3.3 trillion of U.S. equity derivatives are set to expire Friday."...

I have a reservation for a 7 seater Plaid X, expecting delivery end of year. Maybe it’s a supply shortage issue?

Given the rumors of imminent start of production in Texas, I thought I would have a look at the drone flyover videos to see if the Texas factory looks similarly ready as the Shanghai factory at the time of start of production. This is giga Texas, yesterday January 4: For comparison, here are...

I put max pain based on this week's chart at ~1045. Hopefully the MMs will step in to prevent a fall below that. http://www.maximum-pain.com/options/TSLA.

In Western Europe, one of the large brokers, De Giro, tracks the most traded stocks. Tesla has been more or less at the top for at least a year or so.

Do we still have a coronavirus thread? I could not find it. If the mods would sticky it and users post coronavirus related posts there that would be much appreciated.

On the flip side, this thread has the best signal to noise ratio on the Internet. Having seen many other fora, I don’t see how that can be achieved without aggressive moderation. Kick/ban for the win.

Will Elon claim the record for highest tax bill ever? “Steve Cohen had to pay $3 billion in taxes. And that is the largest amount of money ever paid in taxes by an individual.” https://www.celebritynetworth.com/articles/billionaire-news/who-paid-the-largest-individual-tax-bill-of-all-time/

Pepsi preordered 100 Tesla semis back in 2017 https://www.reuters.com/article/us-pepsico-tesla-orders-idUSKBN1E61FB

My day at work as a hard-working TSLA investor. Cheers to the Longs!

Whatever happens to the US tax code, stockholders outside the US also buy and sell. If TSLAQ would run up the price in December and crash it in January, and US stockholders could not sell, it’s likely stockholders in some other jurisdictions will frontrun TSLAQ by buying in November, sell late...

What a day! I'm in the club now. Grateful to Tesla, Elon, and this forum.

Indeed, even the most bullish of us had not dared hope in 2019 that we would be here at $4500 presplit by 2021. Sometimes, mindbogglingly wonderful things happen to the well-prepared Tesla investor. At the darkest days of March 2020 I did not expect TSLA to go to the moon before the end of the...

Back in January we touched $900. At that time, Tesla had a revenue of 10,744 million, automotive margin of 24.1%, and 575 million in operating income. Now we're at 13757 (+28%)/ automotive margin 30.5%, and operating income 2004 (+248%). I don't know about you, but I'll be spicy at least until...

Maximum pain predicts Friday closing stock price well until it doesn’t. Here we are at 843, well above any prediction this weeks open interest chart could reasonably support, on average volume of 19 million shares.

Acceleration is ok! https://www.tesla.com/support/safety-score

I followed Serpentza's link to the official document to check that it said what he claimed, using Google translate. I could in fact not confirm the authenticity. Maybe it’s simply the news page being updated with more recent news, but it would be nice to have confirmation.

picking up pennies behind a steamroller rolling uphill then? With a less than 2% chance it’ll reverse direction. Argh, that’s starting to sound like a really bad bet. I’ll make a note to avoid analogies in the future.

I am all in on TSLA already. Finding the $124k to buy 200 shares without selling my core shares is the issue here. I could sell almost 200 shares now to cover the less than 2% likely purchase, but that would be a pretty poor bet as I expect the stock to go up.

I sold my first puts. Maybe the last ones too. If there are people betting against Tesla, I might as well take them up on the bet, so I thought. So two weeks ago I sold two $620 puts expiring today. I immediately made the grand sum of $400, and I'd of course only lose in the unlikely case the...

Steven Mark Ryan paraphrased: "Should Tesla fight back? No, it's a complete and utter waste of time and resources. As long as Tesla sells every single car they can make (and they will for years to come), FUD is irrelevant to Tesla's mission. It might hurt the stock price in the ultrashort term...

Achieving performance comparable to the 2020 Tesla Roadster is impressive, and kudos to them for being first to preproduction. But at 10x the price it is hardly mindblowing.

A propos Bosch, they have played foul in the recent past. Article from May 2019. https://www.dw.com/en/bosch-pays-90-million-euro-fine-over-diesel-scandal/a-48843405

If Elon had found a way to take TSLA private while keeping small investors in, as he intended, we might not have been on this manic depressive roller coaster. Our stakes could grow 50% a year in line with the fundamentals of the business. Imagine being able to celebrate a good earnings report...

It was me. I had just sold three options so I could but back two further out in time. As we were $10 above Max pain, I liked my odds (90+%?)of getting a little discount on the second transaction. Not wanting to be too greedy, I decided to wait for a $1 downtick. Then the pop came. You're welcome.

I inspired one out of three friends to invest. He got in for a fair chunk of his life savings during the 2019 dip when I went all-in. He saw the investment opportunity but never took enough interest in the company to really understand Tesla. So to my great frustration he sold everything several...

Anyone from Sweden here? I'm moving to Sweden for a year. Would greatly appreciate some tips/advice/notadvice on capital gains tax on stocks/options.

Buying a Plaid helps the mission: - buying Tesla's high margin cars accelerate the buildout of factories more than the low margin cars. - the Plaid can deliver a hardcore smackdown to fossil fuel performance cars.

Shook the couch for another batch of shares, $628 is just too ridiculously low with all this good news in the pipeline.

Clueless reporting like this suggest FSD is not priced in. Bullish. Featured on Yahoo Finance today. Self-Driving Cars Are Closer Than You Think. The Stocks to Buy—and Ones to Avoid. (paywalled)

Is Naked Shorting driving the crypto decline? Did these crypto short attacks coincide with Elon's tweets?

Naked Shorting is starting to get picked up on outside this forum. Hopefully a sign of changes to come.

UK data confirm Tesla 10x safety advantage. Tesla: 28 accidents per 10000 cars, Toyota: 270. Also noteworthy that the cars with the highest crash rate had 5 star safety ratings (!). https://www.rivervaleleasing.co.uk/blog/posts/which-cars-have-been-in-the-most-least-accidents

I may add the Netherlands has had a strict lockdown throughout Q1