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This site (Funds Holding TSLA) provides more detailed view of institutional ownership for TSLA. Not sure where they get their data but they also list Call/Put holdings for individual hedge funds (Scroll to bottom for biggest Put holders). Seems like these banks are net short TSLA: UBS (-$397...

Chamath again today on CNBC: Palihapitiya: Tesla's a very 'dangerous' stock to be short

More like 5V, 3.3V and 1.8V. These are the voltages used to power electronics / chips. 48V is great if you want to power something like an electric supercharger (which is basically an electric motor) or cut cost on your 1 km long electric harnesses (you can use thinner cables). None of this...

Heated TSLA debate on CNBC: Is Tesla a must-own stock? Tesla: Ultimate growth stock?

Daimler Steps Back From Fuel-Cell Car Development Zetsche said declining battery costs have made fuel cell vehicles uncompetitive with electric cars This probably means game over for hydrogen powered cars. If you are a car manufacturer spending money on fuel cells R&D after this it will be...

Elon is boring.

This guy raises some good points on import tax. http://seekingalpha.com/article/4040181-trump-big-tesla-analyzing-impact-import-tax

Check out LIX, LAC, BCN and NMX.

Tesla quietly brings online its massive – biggest in the world – 80 MWh Powerpack station with Southern California Edison Valuing TE at $0 is getting harder every day ...

I think Faraday Future is exactly the kind of company bears are trying to find in Tesla.

Little OT: Chevy Bolt Crashed On Its Own, Says Owner

This articles may help you understand why hydrogen cars are such a bad idea. It was written by former fuel cell engineer. It's extremely long but worthwhile reading. Why fuel cell cars don't work - part 1 - mux' blog - Tweakblogs - Tweakers Why fuel cell cars don't work - part 2 - mux' blog -...

Large Luxury Car Sales In America - December 2016 & 2016 Year End - GOOD CAR BAD CAR GCBC estimates 29,156 Model S sold in US in 2016 (26,566 in 2015). Second place is Mercedes S-Class with 18,803 sales (21,934 in 2015). The gap is widening. 85,774 (56,618+29,156) large luxury cars sold in...

579 Bolt EVs were delivered in December / 2016. http://www.gm.com/content/dam/gm/mol/docs/Deliveries-December-2016.pdf

OT Found this on stocktwits. Looks like Elon's new White House friends ... :)

Also in news today ... Two top Faraday Future executives just resigned Marco Mattiacci, chief brand and commercial officer, and Joerg Sommer, vice president for product marketing and growth, have left the company.

Good news for SpaceX (WSJ paywall): Thiel Pushes to Add Commercial-Space Backers to Trump NASA Team Venture capitalist Peter Thiel successfully pushed to give commercial space companies a stronger voice within President-elect Donald Trump’s NASA transition team, the result of an internal tug...

Large Luxury Car Sales In America - November 2016 YTD Numbers for November.

It's even worse in Europe: Opel Ampera vs Opel Ampera-e.

It's like 'Watch out iPhone all those android phones are coming for ya!' news back in 2008.

So it was pure marketing decision to give Bolt range of 235 miles, just to beat Model 3's range. Apparently if there is no economic sense behind the car you can let your marketing department chose what parameters should it have. :)

BTW TSLA has the same level of short interest as DRYS had before the short squeeze (around 32%), NVDA was on 16% before earnings.

Jan '19 options available on TSLA.

Peter Thiel is also a SpaceX investor.

InsideEVs published list of known new EV models that will hit the road in next 5 years: Renault ZOE, ~200 miles of range, available now in the UK Chevrolet Bolt, 238 miles, currently in production Hyundai Ioniq EV, 110 miles, available this winter Nissan LEAF, 200+ miles, “soon”/2017 Tesla...

NVDA is also a company with relative high short interest - currently 16% (67.4M out of 506M shares). After upbeat CC we may see some short squeeze in near future here.

Why would you compare a gas generator to a battery storage system?

Bob Lutz to the rescue :) Lutz: Tesla's stock will go nowhere but south Edit: Every time he blatantly lies about Tesla on CNBC it usually signals his employees are ready to take some profits of the table.

SCTY is the one that is being manipulated here (it can be done with much smaller number of shares). If you control price of SCTY you have risk free way to control price of TSLA. It's already going on since August.

Arbitrage trading is going on. Can't do much, just sit it through until merger vote is done. Great times for option sellers tho.

For people wondering about recent price action: TSLA is currently heavily manipulated via the TSLA/SCTY arbitrage trade for 3 months already. For bears it's almost risk free way to short the stock. Don't expect any major moves in the stock until the arbitrage trade is gone. Nor ratings of...

Looks like this years will Tesla dominate the Large Luxury Car Segment even more than last year: Large Luxury Car Sales In America - September 2016 YTD - GOOD CAR BAD CAR Tesla, unfortunately, doesn't release model-specific monthly U.S. sales data, but HybridCars.com estimates 4100 September...

Looks like Tesla and GS ended their abusive marriage :) It may be painful in short-term but I somehow like it that GS won't be part of TSLA's future.

Let's not forget that it takes combined effort of two companies (GM + LG / both 50+ years old) to make one electric car. That's not good sign for profit margins. LG supplies: Battery Cells and Pack Electric Drive Motor (built from GM design) Power Inverter Module (converts DC power to AC for...

In my opinion if the SCTY deals doesn't go through, TSLA will plummet even more. It would be signaling that Tesla investors don't trust it's management. It will also left Solarcity financing in though spot. Shorts would be screaming: "Elon Musk's (second) company is facing bankruptcy" which will...

What is the chance that Tesla in future offers Apple / Google a white label solution based on Model 3 platform? It would be something like: "Provide us with your designs for interior and exterior and we'll make you as many cars as you want". It would suit Tesla as Elon can focus on building his...

As soon as you enter your arbitrage trade your profit is locked. Price fluctuations of both stocks doesn't matter for you anymore. Poor performance of SCTY is caused by combination of #2 and #3.

There is high open interest on weekly options. If volume won't pick up significantly SP will finish this week around 227.5 (max pain).

Isn't it so you can pay for your airtime on CNBC? That's how this interview looked like to me.

Sales of BMW's best selling car, the 3-Series are down almost 23% YTD in North America according to this page Small And Midsize Luxury Car Sales In America - June 2016 YTD - GOOD CAR BAD CAR By making these Ads they just admit it's because of the Model 3 (Nissan did the same when sales of Leaf...

More like MMs. This being an earnings week, there will be a lot of options they need to expire worthless. :) Maximum pain is at 227.5.

I wouldn't take this accident much seriously. Nowhere in the Autopilot manual is it said that it will avoid road obstacles for you, so why use it in such situation? Also, was there a car to the right that AP tried also to avoid? Can't really tell from this video.

Nope, just youtubed "tesla china autopilot crash" and linked the 2 hours old video i found. BTW thx for dislike. :oops:

That's one lazy driver :)

Is this the video of China AP accident? (Can't access the original link without weibo login)

On top of that. Tesla isn't very keen on helping Mobileye to improve their product especially when this product ends up in their competitor's cars.

Are you sure about this options conversion? My understanding is that all OTM SCTY calls will expire worthless on the day of acquisition.

I will just add to the last part. Elon mentioned that they will present all the financials after the due diligence is over.

Half of professional financial community is saying that about Tesla too. Isn't there a chance that those are the same guys?

Currently SCTY is trading at $22.12. TSLA proposed exchange ratio will be between 0.122x and 0.131x (as per blog post). This way by purchasing SCTY at current price you will be effectively purchasing TSLA at $181.3 ($22.12 / 0.122). TSLA is currently traded at $200 so that makes it almost 10%...