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Zero chance they will have no fsd hardware. And plenty of people will buy a 25k car and pay $100 a month for fsd.

Interesting that Tesla has 35k H100s and plans to increase this to 85k H100s by year end. +140% increase in number of H100s. The current pace of fsd releases is already impressive and Tesla must see a clear and obvious need for more compute. I think compute needs of Optimus are being taken into...

I think you misheard something. They stated once fsd is ready they will activate the robotaxi network and people can add or remove their vehicles to the network like a Mashup between Uber and airbnb. They never said it has to be the cyber cab vehicle design only. Tesla will own some of the...

Maybe try repairing it one strike at a time so for ex.: Cc $135 (say it's 5/10 expiration) Btc 5/10 $135c for $15.20 Sto 5/17 $135p for $5.45 Sto 5/17 $144c for $10.35 Credit $0.60 and slight improvement of strike You can adjust the amount of time you're rolling out and where you feel...

Lars said they expect to beat supplier based costs on nickel based cells by the end of the year. They're also under the belief that due to oem pullbacks, there is additional battery capacity available from suppliers which should lower costs. In my opinion: regarding 4680 cells it appears they...

Optimus to start doing factory tasks by end of the year. Sales possible next year

Lol. Quite the bear den in here

Timing is everything (obviously). 2019 tsla was in a nose dive so much so that I dipped into buying options for the first time since accumulating tiny amounts of tsla starting in 2014. My initial leap was purchased for I think $2000. As tsla continued to dive I ended up buying two more of the...

You can just ask grok every day what has Elon said regarding tesla

Says 5/3 or are you referring to something else? I missed it the first time too though

Those are rookie numbers 😆

Sold a may 24th -$140p at the open for $9.95. It's a CSP and happy to be assigned if it happens. Looking to sell the same date CC at -$175 strike for $2.5 if we have a bigger bounce today

This was my thought process when I was selling 30 day expiration and 20% otm cc on tsla in 2021. If it did shoot up I could just buy the stock. But my error was I ended up selling more and more calls and when they were suddenly ditm I couldn't buy the shares in time. I thought of buying the...

The possibility for a catalyst to the upside exists that, if fsd improves enough, someone could cut a deal with Tesla. In the last b2g podcast with Brad gerstner and Bill gurley they discuss the fsd possibilities (approx starts at 42 min mark) Specifically if someone like Uber forms a...

A downvote would be terrible. No doubt in my mind we'd see double digit percentage crash in tsla stock if that were to occur. The assumption would be that Elon is not incentivised to work hard for tsla and the chance of him leaving would greatly increase. This would be hugely negative for the...

Well that's good news. Cybertruck deliveries have started up again and Elon states no injuries OR accidents occurred due to the issue. They did it out of an abundance of caution.

At the very least it may be a very good time to implement the stock repair strategy yoona mentioned in a previous post.

It's like watching a chef adding ingredients to the pan. There will be a period of waiting involved before this dish is served

If robotaxi generates the owner a profit most will opt for a nicer place to live and own as many robotaxis as is profitable

This is factually inaccurate.

I'm not sure that vehicle ownership will decrease on average once RT is a reality. I think people will have dedicated personal vehicles for themselves and a fleet of vehicles to work on the RT network so long as it remains a profitable endeavor.

This was posted last year regarding June 2022 cuts

I think the appropriate analogy to this is the pharmaceutical industry. They sell life saving drugs and even with covid when the initial belief was that it was a potentially catastrophic pandemic, there was no imminent domain type situation where companies were forces to provide products for...

- denotes a (STO or Sell to Open) position. Generally that is the majority of trades discussed in this thread + denotes a (BTO or buy to Open) position meaning you purchased the option

Solid call regarding a hot CPI. Had a feeling you'd be correct. Let's see how the day goes

For venting not cooling. Two separate things, but I'll defer to an engineer to explain whether or not this is the actual case with the cybertruck battery pack

Cybertruck battery pack isn't half full. It's a vent channel. Discussed by someone who worked at Tesla and now is at CATL (supposedly, I didn't verify)

No he can't cloak it and under rule 13D for owners of 5% or more of a company they have to disclose within 2 days of a material change. If I remember correctly this is what we would track during the Black Swan sales of 2022

Your posts lack substance and are filled with emotion and name calling.

To clarify it's closer to 4.5M shares in after hours trading with 138M being total volume including after hours. I initially read your post and had to go check again thinking I just missed a huge volume of purchases. Certainly a lot of call sellers may have held their $165+ strike calls and...

Often what was posted is incorrect and someone else has already corrected them. Or it's an opinion people may not agree with with nothing to debate. Or there are off the wall posts that should be nuked or posters banned and responding and going back and forth with a troll is not worth anybodies...

That was the original plan years ago

Rush to judgement? Reuters stated as fact that the 25k is cancelled. That is not true. This caused a $50B swing in market cap. You can take your time getting there, but Reuters published false information again.

I'm sure it's deprioritized, however the post you linked was deleted by James cat who also owns zero Tesla shares

That's why I don't ignore you and a few others who provide reasoning or a point of view even if I may disagree. However the people who post that they're selling all their Tesla stock and trash Elon aren't helpful. It's no better than people going on other social media sites to declare to the...

Think you're reading this wrong. The 25k car will have steering wheel etc and be sold to consumers. The robotaxi version won't have steering wheel or pedals, but no official word has been given on whether or not that will.be sold to consumers

What's with clowns having to post incessantly that they're selling their Tesla stock? Why? SMH.

Bye

About the dumbest thing I've ever read

Well that's a rollercoaster!

BH has done this before and it's because the SEC requires reporting within a certain time period. 13F- funds of $100M in assets and greater must file quarterly reports or holdings 13g- within 10 days file a 13g if ownership of a company exceeds 5% If BH starts purchasing a company stock near...

Like others here I'm a bit surprised at the price action. Going to close my april 12th $170 puts near market close today and hold my Jan '25 cc at $240c in the event we see a drop throughout the next few weeks. The puts are too short term to hold onto I think. Edit: closed the April 12th puts @...

Lot of fresh meat for the ignore list. Must be bear season

Tastes bittersweet to me

Hmm well I'm glad I sold the Jan 2025 $240cc and bought April 12 $170p, but I am torn on when to close them. Production was better than what I expected (est ~420, actual 433) and it was an expected dip and temporary. Deliveries were definitely lower than I estimated... knee jerk reaction I want...

Sold 2 more cc Jan 2024 $240c @ $13.80/ea Bought 5 more p April 12 $170p @ $4.87/ea Trade was a credit for $311 total and reduced delta exposure for my acct. See what tmrw brings

You gave me an idea to trade as I was looking to reduce my delta exposure for tomorrow. Decided against my original straddle play since I'm already long delta. Sell 1 cc for Jan 2025 $240c @ $13.00 Buy 2 put for April 12 $170p @ $6.29 The cc cost basis is 240 so I'm not worried about even...

This is informative and fact-based with associated links to back up the post. I find these types of post very valuable; versus the posts where subjective opinion is often injected into the post and written as fact.

As a play on p&d next week I'll be looking to make a small bet on a straddle with 4/5 expiration. Currently this is the breakeven for a 172.5 straddle purchase of a call and put. Breakevens are 160.8 and 184.2. Will make the purchase on 4/1 most likely near end of day