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Can't agree with anything you said here. Except this sentence: "Tesla doesn't lack vision."

Haven't posted here for a long time. Never sold a share and my view toward Tesla has not changed a single bit. It's a trillion dollar company in the making. My favorite approach is buy and hold. Some of my thoughts: Lots of us added more shares around $180~190, those who understand Tesla's...

Two recent comments from Elon are very intriguing to me. To the person who put 100% net worth into TSLA, Elon said "we will not let you down". To the shareholders he said "your faith will be rewarded". I think we will see great things in the next 12 months. The new sell-driving video is just the...

Those who did arbitrage with traditional approach, long SCTY and short TSLA, doesn't need to do anything to unwind. Their positions will cancel each other. It's true those who net shorted SCTY may not want to remain shorting TSLA after the merger. Because that's two different companies.

Many people probably underestimate how much one manipulator can do to a stock. Especially if it's a small stock with debt. I remember an interview from a retired super trader. He said he can make the market move in certain ways for a few days and make it look like a bull market, or a bear...

I totally agree with you. I sold some weekly $190 covered calls to reduce my buying cost, it seems small, but 1~2% a week is a lot over time. I don't sell covered calls on core holdings. If I lose my trading position due to a sudden price rise, I can sell weekly or monthly Puts to get back in...

That's true, a while back I did sell SCTY puts, $20 strike for $10 premium, which is like buying SCTY at $10. I did it based on the understanding that in the worst case Elon would take SolarCity private, there was zero chance that Elon would let SolarCity bankrupt. The risk was not as big as...

I acquired my position over the years. Every time the stock drops a lot I add more. I never sell my Tesla holdings. Today after the market is closed, the stock dropped to $185 when Elon was talking about the solar roof is cost competitive even before free electricity is considered (for me, 20...

I think he was comparing apples to apples, without the consideration of free electricity. At large scale, glass is sand, it's arguably the cheapest material we can get. Solar cells are also super cheap at scale. So they end up with a product that's low cost, last many decades, also can generate...

Elon said the solar roof costs less than a normal roof, even before the free solar electricity is considered. That means they can charge $20k of gross margin on each roof. Each year there are 5 million new roofs in the US alone. Theoretically that's $100B gross margin. There is also the...

I still remember when iPhone was released, some independent electronics critics wrote excellent reviews. Later it was discovered that Steve Jobs have paid them $200,000 each. When someone asked Steve this question, he replied "Yes, I paid them, so what?" That's brilliant! Both the payment and...

I agree, in general what we post can not change the market. But I feel some of the posts can cause less experienced investors to sell at the bottom or buy on margin at local top. Even for experienced investors, when they are under stress, they can be influenced by those posts that "sound...

Yes if they keep shorting SCTY, they will end up holding short shares of TSLA. Also there are people who hold SCTY Puts, they will end up with TSLA Puts. After merger, the total number of shorts maybe up (if nobody cover), the total float also go up. The short percentage of total float...

There are people who genuinely believe Tesla will fail. There are people who is saying things to help their short position. I watched Colin Langan's past interviews. I think he is a short disguised as an analyst. He usually comes to an interview at critical times. He either wants to see Tesla...

Before market open, TSLA went up because people know Elon is going to talk in TV. Right after open, arbitrage worked because ISS recommends FOR the merger. I guess hat's why SCTY is up big, TSLA is down big, in such a short time. Edit: I know most of you are joking with the ISS in sky. In case...

I don't know the answer to you question. But a related thought: some people have $250 monthly bills, some have $50 bills. Those with $250 bills will think the solar roof is a great deal. Using monthly average to predict solar roof's market competitiveness can mislead.

"007", I think many things that you said in the past, including this post, are right to the point. Your conviction combined with the ability to find the high growth companies, and the laser focus allocation, make it possible for you to become a billionaire. I know a guy who bought one million...

You are right. Thanks!

I don't know if this has been posted. Powerwall 2 price went up by 42%? I remember it was at $5500. Now $7800. I thought that $5500 was too low. Now it makes more sense. Probably the orders were way too strong at $5500. Update: I was wrong. My web was set to Canada.

So that's how you guys attack Leo's credibility? His house is covered by solar panels. He has donated huge amount of money pushing for 100% renewable energy life style. He produced the documentary, which is a master piece, free for everyone to watch, also voluntarily donated carbon tax to...

There is a big difference between 10 bagger and 300 bagger. My investment started around $30, I have been adding frequently since then. In my view, this company is very likely to gain 30 fold to 50 fold in the next 10 years. I am pretty sure I will be adding again no matter it's next step is...

To me the strategy is quite clear. High level: solar + storage + car. Fossils fuel is out of the picture. Approach: make the solar products beautiful and cost competitive. (solar roof costs less than traditional roof + electricity cost). The solar roof is stronger and last longer, tempered glass...

@myusername I agree with you, Elon probably didn't expect the stock to be where it is now. It makes no difference to me. I already voted and would cast my vote "FOR" even if the stock goes to 2 dollars a share. My support to Elon and Tesla is not based on stock price. I am convinced Tesla is...

Years ago hundreds of institutional investors sold AAPL and AMZN, then watch them go up 20 fold 50 fold. It really doesn't matter what those funds think or do. I pay attention to the large and smart investors. In this case pay attention to Fidelity and T Rowe price. Also watch Baron's funds...

I think this kind of extrapolation is misleading. The smart thing is to look into each case and find out what happened. Then think if that case will apply to future cases. Also think what could go wrong with the future cases. The complexity of these products are dramatically different. As I...

There is a reason why CNBC got those guys on TV today. They know those guys will repeat the negative things. It's all part of the manipulation to keep the stock from breaking out. Also to hurt the short term option buyers. Who is behind all of these, I will never know. I try not play their game...

Just an opinion. I am bullish on Tesla both near term and long term. I will watch how this unfold.

Tesla makes full self-driving hardware standard on all future cars. Some people assume the take rate is 50%, the other 50% hardware will be a waste of money. I think the real take rate will be close to 100%. For the follow reasons: 1. Tesla can enlist the cars for shared ride regardless if the...

Years ago, a good friend told me about a wonderful company and a great tool "Call option" to capture the upside. I was very cautious, I abide by Buffett's suggestion: don't do anything if you do not fully understand it. It turned out my friend was right, it indeed was a great company, business...

hoang51, I noticed I got a "dislike" from you on my post. Just curious which part makes you feel you don't like it? (I fully respect your rights to rate anyway you want.)

For longterm investment, focus on longterm fundamentals. For short term trading, chart and technical indicators are way more reliable than news and fundamentals. If you can't tell if you are investing or trading, I think you probably should do smaller size to gain experience first. Don't use...

The best Tesla quarters are yet to come. We will have consecutive quarters that every quarter brings in $10 Billion net earnings. Master plan 2 made it very clear. It will take a while though.

I am 90% sure ElonsVeletJacket is Elon himself.

Reddit: The new Powerwall to be displayed and sold in stores this week.

You probably think too much. I am not trying to and I don't need to convince anyone.

I looked at the details of the Uber/Otto/Anheuser-Busch demonstration, what they demonstrated is at least 6 years behind autopilot, 12 years behind Tesla's autonomous driving. I am being generous to Uber/Otto in this estimation. From technical difficulty point of view, this Uber/Otto...

Nothing is 100% sure in life. My prediction is just an educated guess. I think Tesla will reach 1T in 10 years and will not stop there, the next step is 3T and potentially more upside. However I am strongly against margin and against too much concentration. Investing in five stocks is better...

When lots of people buy short term calls, they are likely to be disappointed because their purchase reinforce "buy the rumor sell the fact" effect. In my view, if I lose one dollar in these lottery tickets, I actually lose $20. I could just keep the dollar in the shares and watch them grow for...

Because the 10-bagger part already happened, it makes this stock even more dangerous for some shorts. After seeing the first 10 fold, they think it's safe to stay short, tend to become "short and hold", "short more when the stock rallies." Seems to me the next 20 fold is about to start within...

On the surface, selling at low margin sounds good. But good profit will give Tesla a chance to build more factories at a faster pace, and accomplish the mission faster.

I saw articles using this tactic to discourage people from buying new Tesla cars with AP 2.0: AP 2.0 may not work, future systems will be better. Elon says AP 2.0 is good, I trust Elon on that. If AP 2.0 works for full autonomy with good safety improvement, then I don't care about AP 3.0, or...

It seems Tesla's ride sharing network will be available soon, maybe in 12~18 months. When it happens, It will have immediate earnings impact and completely different earnings expectation for 2018 and beyond. The model 3 reservation list will grow fast. Initially it's just a startup car company...

In my view, Mobileye's future business relies on Tesla and Nvidia's mercy. That's not a good business position. If Tesla says going forward we will license Tesla's self-drive system to all brands for $0.1 per mile. Mobileye's market would be all gone overnight. Although today Tesla doesn't plan...

I found this Anonymous post under that article: "analysts are about the most short-sighted people on the planet. they look at how this will impact earnings in 1 or 2 quarters from now, but dont look beyond that to the future. this autonomous driving demonstration is nothing short of the proof...

Great idea. Off grid will be practical with this backup.

Model 3 will be able to generate income to cover the car payment. Maybe not right away, but it's going to happen. Once people realize they essentially get the car for free, the waiting list will grow really fast. The new vehicle market is > 80 million a year.

I consider the price drop a gift. Added some premarket. Plan to add more during the day and next few days.

Your car is still an amazing car in every regard.

I have made this comment in the past. As much as I want to support TSLA, I think those people who buy with margin have a good chance to lose their hard earned money. In the process they are likely to help the shorts and stock manipulators. If you already found a special way to make big gains...

He can't offer anything that makes sense. That's damaging for shorts.