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  1. Q

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

    $189.4 premarket. This is a short squeeze, I wonder whether we can reach $200 soon this week. Congratulations to HODLers.
  2. Q

    Wiki Selling TSLA Options - Be the House

    I can see that, once Tesla gets a license like that of WAYMO, in just one or two cities, the SP will go up by 15% or more; people won't consider the actual revenue contribution.
  3. Q

    Wiki Selling TSLA Options - Be the House

    This is the reason of the sharp fall started at 13:12 EST? I had 10x $170 naked call and rolled 6x to $180 next week, 4x to naked put next week $165. What a shame.
  4. Q

    Wiki Selling TSLA Options - Be the House

    This is really weird, AH TSLA goes up all the way till the end of session, while the main actors of today, MSFT and GOOGLE, have some cool down.
  5. Q

    Wiki Selling TSLA Options - Be the House

    unbelievable... TSLA is $168 now. Tomorrow, is TSLA we going to close above Friday 4/12 close price 171.05?
  6. Q

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

    if this holds, tomorrow could have a short squeeze, although I think $180 is not reasonable.
  7. Q

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

    Damn, Lyft is dragged down by 3.19% and Uber 1.54%, and people are reasoning it to Tesla's new Ride-Hail APP UI screenshot. And ARKK is up 1.55%
  8. Q

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

    now that the ER is out and SP is stabilized (actually goes up from 145 to 150), I feel a little bit relaxed to post. I personally think that the $25,000 vehicle is not a very good idea, at least using current technology (i.e., battery). 1. For $25,000, the performance of the car will be much...
  9. Q

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

    There is a hard assumption here: cutting the price low will "not just stop the demand going down, but power enough to push it up a lot" to the point that "scaling up and reduces cost". Not sure how much does Tesla need to cut. Of course I hope that this $2000 cut will be the last before cost...
  10. Q

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

    So, does he have a solution to the demand problem? Can he illustrate that to the investors? Or before the ER call tomorrow, anyone here can guess or provide some solutions?
  11. Q

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

    China 4/15- 4/21 weeks EV insurance numbers, which is usually taken as sales/delivery number. Tesla was 6000 the previous week. No wonder the price cut is required... Hopefully, this is already priced in today (Mon 4/22). BYD 57,300 问界 6000 WenJie (Huawei) Tesla 5200 理想 4500 (Li auto)...
  12. Q

    Wiki Selling TSLA Options - Be the House

    advise requested: I have 4000 shares, an on Friday 4/19 I sold 40x (does x mean "contracts" in this forum?) $143 covered call for $9.2, hoping that at least if the SP goes to $139 I am still break even, or above $143 and it is still equivalent to selling at $152. However, during the weekend...
  13. Q

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

    FUTU overnight trading session(mostly Chinese investors)TSLA is now only $143.110 the reason is apparently the product price drop.
  14. Q

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

    I had a hard time to totally understand the math, but since I see $0.7 “margin”, I suppose $51b is gross profit a year. I am curious and think the number is too big, because current UBER’s market cap is $144B only. So you mean RoboTaxi business can earn a whole UBER market cap in 3 years? That...
  15. Q

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

    Someone checked the Tesla wait time and found that it becomes longer, I.e. demand increased See how long this could last. Again, I still think that, maybe trying to cost down 3and Y even more is a better strategy than making Model 2.
  16. Q

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

    How come you can take the M3 MY demand drop so easily? That alone has caused probably $50 SP decrease, and we don’t see the problem going to be alleviated in Q2. Regarding interest rate, that is not that bad in China, but the Tesla car sales is still decreasing.
  17. Q

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

    China Tesla cars Price drop is confirmed. Most Chinese investors/traders in FUTU forum consider this as a bad news and expecting the SP to drop on Monday.
  18. Q

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

    Not this time., and it is not funny anymore. I became active again this January when SP is $183, and I teased myself too, hoping the situation would change. At that time the SP had dropped 30% from $265, Dec 28. I hoped it would recover in one month, like it did in Jan 2023. But no, the...
  19. Q

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

    I think that FSD alone cannot be the savior of Tesla. It is a very simple napkin calculation: $100 a month for 5 years is only $6000, and the FSD take rate may be not that high, let's say 30%. Of the 6M cars already sold, many of them (HW2 or earlier) are not capable of activating V12.x, or...
  20. Q

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

    Yup, I once invested in NIO heavily. At $24 I quit, and from time to time I went back to NIO forum to take a snap. People were yelling the stock was manipulated, or other investors were short-sighted and would be regretted. Or, once ET5 is ramped, SP would back to $65 and a new ATH. That lasted...
  21. Q

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

    I personally cannot agree that "The number 1 question this forum answers is "why should you invest in Tesla and why you shouldn't invest in other similar companies." I think this forum's purpose is for investors who have involved in TSLA to help each other have a better performance. So, at some...
  22. Q

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

    I feel envious and regretful after seeing this, and I think most here should feel the same way. I probably didn't see your post, or very little possibility that I saw but didn't believe. I think this forum is too much like an echochamber now. Too many times whenever someone questions the...
  23. Q

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

    That really concerns me very much. $99/month is $6000 over a 5 years time-span, and that is not much on a $40,000 car. Let alone the take rate is probably less than 30%. And before that happens, now they simply cut MY price by $2000 easily.
  24. Q

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

    Speaking of Leaf, I thought it already occupied the "$25,000" slot, because when I bought 2017 Leaf it was close to that price, or even lower. However, I just checked this dealer price at Dublin, CA, and it is surprisingly expensive: MSRP$38,890 Net Cost$38,385 Theft Recovery Device 1 + $899 EV...
  25. Q

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

    Did you sell all your shares or just trimmed some %? In my case, I sold half of my above $170, but man, the rest 50% still created a lot of pain this week.
  26. Q

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

    Weird. Previously I checked ALL-wheel drive MY was already 44900. Did I confuse AWD to RWD?
  27. Q

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

    This is an investment forum. Everyone here wants to make money through TSLA. Did anyone escape this week's fall? Like, you sold most of your shares at $163 or so? $155 is good too. Anyone?
  28. Q

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

    After hour goest below $160.51 which is the previous low. I think we will see $159- tomorrow.
  29. Q

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

    too bad , pre market was up but now is down 1.12
  30. Q

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

    According to China Phoenix Network, the layoff is officially announced by Elon Musk: Musk sends email to all employees: Tesla lays off 10% of global employees 鳳凰網科技· 14 mins ago Tesla (TSLA.US) 171.050171.610 -2.03% +0.33% Source: Phoenix News Technology On April 15, Musk just sent an email to...
  31. Q

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

    I am surprised that there is no much discussion on the layoff rumors in their forum. A post in one of the previous pages, and a reply simply dismissed it as a rumor. https://electrek.co/2024/04/14/tesla-rumor-massive-round-layoffs/ it doesn't sound right, because CT is currently the only model...
  32. Q

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

    That is exactly what I told my wife. And I also told her that historically, regardless of the brands, after investigation it is always the driver's misunderstanding and mis-operation. Guess what my wife replied to me. Anyway, I think that is a very personal experience, and no one else can say...
  33. Q

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

    Cannot believe what I posted in this forum two weeks ago, "FSD subscription should be $100/month", now becomes reality. Too bad that my MY has "Front motor lose power" issue, and my wife claimed that she encountered "unintended acceleration" issue twice. She is also very unhappy about the...
  34. Q

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

    Please. None of these are big companies, all of them are new players in making EV. And they are delivering the similar number of cars comparing to the previous week. Tesla sold roughly 80,000 cars in China in Q1, over 12 weeks time span. Averagely 6666 cars per week. The week 4/1 - 4/7 Tesla...
  35. Q

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

    That doesn't explain why the other manufacturers are still doing ok, especially the top 3.
  36. Q

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

    Edited in original post, but here we go again: Tesla 4/1-4/7 delivery number in China, 1907, Unbelievably low. If no good explanation exists, this is very very bad signal. Thoughts? From top BYD 45216 Li 5626 Huawei Wenjie 4139 Lingpao 3247 Jike 3200 Nio 2139 Tsla 1907 XPEV 1230 xiaomi 1093...
  37. Q

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

    Tesla 4/1-4/7 delivery number in China, 1907, Unbelievably low. If no good explanation exists, this is very very bad signal. Thoughts? From top BYD 45216 Li 5626 Huawei Wenjie 4139 Lingpao 3247 Jike 3200 Nio 2139 Tsla 1907 XPEV 1230 xiaomi 1093 Zhijie 1011
  38. Q

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

    Easy. Sell TSLA now at $160~$170 as it might be a local high. Wait TSLA to drop after ER, Q2, Q3, and when CyberTruck ramp and RoboTaxi plan are clear, buy TSLA at 日 lower price. If everything goes as planned.
  39. Q

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

    so, put it all together, these moves get you "a message as why you disengaged." even when FSD is complete: 1. step on brake 2. press the parking button 3. pull up/down the gear stalk on the right What else can we do?
  40. Q

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

    Question here: And the end of navigation, how to “end FSD “ properly without create a Disengagement Count? And the end of a navigation it shows FSD completed, step on accerlerator to resume. Of course I don’t want to do that, but it leaves me no other option except step on brake to disengage...
  41. Q

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

    Here is a hypothetical question: Could Model 3 rear-wheel drive price drop to the $25000-ish, and no need to create new "$25000" car? I bought Model Y in Dec 2023, at $49990, and I even drove 82 miles to Stockton to pick up. And I had to file tax carefully to get $7500 credit. Now since Q1...
  42. Q

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

    At step 3, I was still thinking you were serious. Then I knew you were not. Though I still pictured that scene in my mind, with my MY and the front yard and road of my house. Today is already Apr 5, not 1st. Please.
  43. Q

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

    I don't believe the after hour SP pop can last long, and want to sell my shares. But, my current positions has very low cost and thus if I sell I will need to pay a lot of tax, which I already surpassed many brackets in Q1 2024. I want to do "Short Sell" in after hours, but my broker Fidelity...
  44. Q

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

    This is very shocking that, the Volume of options at $165 is way way way more than yesterday open interest I bet good option seller earned tons of money on both sides today.
  45. Q

    Off topic galore

    Our long road trips always have delay and we need to buy fast food and eat on the car. However, as I mentioned in the end of my post, with Tesla cars you always have to do super charing and wait, so you have plenty of time to eat. No need to eat whiling driving.
  46. Q

    Off topic galore

    Serious Question: Does FSD now really allows you to eat while it is driving? I have a feeling that it does, although quite often it asks you to "Apply slight turning force on the wheel." I assume it is possible to hold a burger with BOTH hands and when that nagging message pops, you just rub...
  47. Q

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

    And now Millions of buying pull the S up from 160.7 to 167.5 And very interesting that , SUNRUN, PLTR SP are highly correlated with TSLA. Edit: back to $165.xx and is struggling again. Looks like the lie of Reuters is still more powerful than Elon's clarification.
  48. Q

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

    TSLA qucik drop with millions of sales from 169.5 - > 163.xx
  49. Q

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

    Today, FSD came into my dream and healed my trauma/anxiety this afternoon. From the first day I got my driver license, I quite often dream (during sleeping) that, I am driving but either sit too low and cannot see the front well, or, the brake is so low (to the extent that there is an...