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  1. Sanny

    SpaceX investor's thread

    Hey everyone! I also got an email from Sharespost on the opportunity. I got a couple of questions - maybe someone who did it for 5 times already would help clarifying (no need to explain that every SPV terms can be unique and it is not a substitute for legal advice): 1) What are your thoughts...
  2. Sanny

    What other tech stock to consider?

    Sorry if it was discussed already, but current video cards retail market is bananas! I'm considering getting into NVDA - new crypto cycle will give them a new boost IMO.
  3. Sanny

    SpaceX investor's thread

    Hey David, what are the ways to message you?
  4. Sanny

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

    When I got the news in the 10-k issued this morning, I thought we are buying Gamestop. So I guess I'm glad how it finally turned out.
  5. Sanny

    Broker action surrounding GME etc on Jan-2021

    Couldn't care less about Gamestonk, but this is wrong. Would participate in a class action for the first time ever, but never owned any of those stocks. And hear me out - it is the same line of "we screw you for your own safety" that accelerated dramatically with COVID discussions, then moved...
  6. Sanny

    What other tech stock to consider?

    My bad, you are right. I was relying on the 5% voting rights by the public. Just looked in SP500 publication and it states "The S&P Composite 1500® and its component indices will no longer add companies with multiple share class structures."
  7. Sanny

    What other tech stock to consider?

    UPDATE: "The S&P Composite 1500® and its component indices will no longer add companies with multiple share class structures" so the rest is wrong My thoughts on ZM S&P500 inclusion (mostly speculative) The rules of S&P500 relevant to ZM inclusion are 1) 12+ months after IPO (check) 2)...
  8. Sanny

    What other tech stock to consider?

    Any thoughts on ZM regarding the potential S&P500 inclusion? Same question for SQ?
  9. Sanny

    What other tech stock to consider?

    I ended my relationships with Bitcoin after I realized for myself that it 1) does not have a good way to short it (so everyone earn money only on long) 2) unregulated (so everyone can pump it by any means) 3) highly concentrated (so whales can do whatever they want). After that, I sold every bit...
  10. Sanny

    Wiki Selling TSLA Options - Be the House

    Thanks! That's the part I was missing.
  11. Sanny

    Wiki Selling TSLA Options - Be the House

    Maybe I misunderstand the mechanics? In my understanding for $1300 Jan 2023 CC the scenarios are 1) the price goes to $1300+, my CC executes and I cash out 2) the price goes down from now and I can either wait or re-buy the CC cheaper 3) the price goes up but does not reach $1300 - I'm stuck...
  12. Sanny

    Wiki Selling TSLA Options - Be the House

    It is just my greed - the further out cc is the more premium I collect. My idea is that I will be happy if I sell cc 2 years out and it executes in the next 2 months or so.
  13. Sanny

    Wiki Selling TSLA Options - Be the House

    Not sure if that's the right thread, but seems relevant. Let's say I have a number where I would be happy to sell a portion of TSLA and send it elsewhere. Let's say this number is $1300. Thinking about selling $1300 covered calls on the position that I would be happy to part with, for the...
  14. Sanny

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

    Where is that redesigned Model X when you finally want one
  15. Sanny

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

    This is how you go from the Big Short to a shorts short
  16. Sanny

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

    Unsolicited confession from me. Might help, but probably won't. In March-April 2020 all my businesses halted due to you know what right after making all time high profits. I also just invested sugnificant capital and time in a new one that had to be closed as well. Did not have enough reserves...
  17. Sanny

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Before giving so much unsolicited advice to ppl here to put money into speculative not-an-asset/not-a currency/no-one-knows-what please assure us that you put all least single or better double digit millions into it so we know that you are a real deal.
  18. Sanny

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

    Started my napkin math to calc what will happen to margins after a wide FSD rollout. I assume take rate will go up from 27%(?) to 40%+, all 100% of it will be recognized right away (vs 50% now?). What will happen to PE ratio if gross margin goes from 23% to lets say 33%? Can anyone point to...
  19. Sanny

    What other tech stock to consider?

    In my layman understanding it is *already* a game changer (COVID vaccine will soon be injected in hundreds of millions of people) vs *soon to be a game changer* like CRISPR.
  20. Sanny

    What other tech stock to consider?

    Looking just into market caps I cannot come to this conclusion. MRNA - $41b, BNTX - $19b, CureVac - $14b, CRISPR - $10b. I would guess that the market already included all of the upside of the COVID vaccine, but I'm mostly interested in long term prospects of the technology - is it 10x in the...
  21. Sanny

    What other tech stock to consider?

    Thanks! I'm mostly trying to wrap my head around messenger RNA tech and major players in it and understand why ARKG is almost not participating in it
  22. Sanny

    What other tech stock to consider?

    That's my understanding as well. While doing some basic research, I found all now very familiar names - Moderna, BioNT, CureVac, etc. ARKG has none of them, leaving me wondering if it is a strategy, or ARKG was formed before mRNA became a thing and is now lagging behind. Would be great to hear...
  23. Sanny

    What other tech stock to consider?

    Does anyone have a good understanding of mRNA plays and if ARKG has an exposure to it vs CRISPR?
  24. Sanny

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

    Easy fix - to make 3 rights instead of 1 left and here we go. It works great in my son's programming course, should work on that driving supercomputer too.
  25. Sanny

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

    Based on current Elon execution, this definitely will not come in 2021 as promised. I guess sometime around 4 am Jan 1st 2022 or a couple of hours later.
  26. Sanny

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

    I do not get why all this seems funny. I never had such a FOMO since 2013.
  27. Sanny

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

    worth watching even if just for the girl
  28. Sanny

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

    Diversified 1% into ARKG yesterday and look what happened. I always knew this diversification is no good.
  29. Sanny

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

    Yeah, it is much easier said than done with a precision and >90hrz refresh rate. A bit of discrepancy, a bit of a delay and viola - people turn green and bring hands to the mouth. I would not bet a penny on that idea and I guess no responsible vr developer would.
  30. Sanny

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

    I do some things in VR and I've seen many different people in VR headsets. Best way to make people to throw up is to put VR headsets on while driving them. Some rollercoasters do that with a great success (by this I mean people throw up a lot).
  31. Sanny

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

    Do not want to hurt your feelings, but that imaginary intern should be like 60+yo now I guess, just based on Iron Maiden T
  32. Sanny

    What other tech stock to consider?

    Was thinking about ARKG for some time. Any particular reason for the pullback?
  33. Sanny

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

    In my IBKR Tesla is only 3/10 on ESG score and is shown in red. Everything going mainstream turns into bs extremely fast.
  34. Sanny

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

    Sorry for on topic. I was thinking about those S&P500 benchmarked funds and the affect of them buying and the following scenario crossed my mind: if a fund doesn't understand TSLA and doesn't want to buy it, but at the same time doesn't want to be left behind the BM, it could be a great strategy...
  35. Sanny

    SpaceX investor's thread

    I still hope that it is a doable enterprise. Just a napkin math - $50m fund will have $2.5m for startup expenses (5% initial broker fee), then 2% annual fee is $1m. Just drop the 20% success fee and everyone will be happy. Sounds like pretty enough to me - it is not an invention of a wheel...
  36. Sanny

    SpaceX investor's thread

    How to get into that group email? I just started a conversation with Sharesposts but would like to participate in any opportunity.
  37. Sanny

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

    A housekeeping question: does window dressing usually happen before Christmas or by the New Year? I'm still confusing metric and imperial...
  38. Sanny

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

    This! Cleary non-business people expect Tesla to behave like an ideal private person - pay all your bills on time (set by some higher authority like a bank clerk). Business doesn't work like that, there are 100,000,000 of reasons not to put it on autopay.
  39. Sanny

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

    I think Elon replied "it is not true" to the article about 92b Space X valuation.
  40. Sanny

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

    My logic for the future week(s) is binary: if we do not go down, we have to go up. Here's the reasoning: Year end window dressing, Q4 results, benchmarked funds will have to start buying at some point, and if there is no dip they will just start buying.
  41. Sanny

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

    I heard some knitting during winter weekends could be exciting, need to try someday.
  42. Sanny

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

    I really hope a man can afford a second laptop now to get some privacy!
  43. Sanny

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

    Not that anyone cares, but here's my take: I'm happy - no spike, no dump afterwards. I think we might expect a steady rise next week.
  44. Sanny

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

    Thanks, 3 confirmations and 5 waivers later I managed to submit an order just fine!
  45. Sanny

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

    Anyone with IBKR? Trying to enter an order with the price higher than the current market (you wonder why?) and getting a message "Confirm Mandatory Cap Price" with no specific info on the cap. Anyone contacted them what does it mean exactly?
  46. Sanny

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

    So here's what I can not understand in this theory: they probably could start seriously buying only after Dec 11, correct? And the price since Dec 11 did not go substantially lower than $610, correct? So what's the deal with buying for $610, then skipping $640, $650 and then selling on a...
  47. Sanny

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

    Who are you asking? Everyone here sold today at $625 and moved into another stock.
  48. Sanny

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

    Idiots! Obviously, TSLA fell because of yesterday's "hehe" meme by Elon.