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I'd like to ask clarification regarding moderation policy, especially since @KarenRei has now apparently left TMC over this incident: Nafnlaus on Twitter "A specific mod. Sent me a threatening PM. Not the first time. The previous time it had been to "preemptively" threatening to punish me for...

JFYI, please get the name right, it's the "Democratic Party". "Democrat Party" is an epithet, a derogatory slur that the Republican party increasingly started using it in the Newt Gingrich radicalization era: Democrat Party (epithet) - Wikipedia Political commentator William Safire wrote in...

The problem is, Scott Adams' politics is to get Trump reelected, but his argument in that tweet chain supports that too, in a convenient fashion. I'd be trusting his opinion more if it was against his politics, such as Paul Krugman recently arguing for a big stimulus in the current situation...

I only saw a single tweet from Elon where he talked about "Company Day", which is why I'm super confused.

I'd like to ask our hard working modeators to spare @KarenRei's Covid-19 comment with a "weekend" or "high quality" exception - I believe the implications are huge if true. (I can also confirm that I had this same impression, just by looking at the daily new infections data.)It already was VERY...

Does anyone have a link to that tweet? The Twitter search interface is atrociously bad, and they are explicitly keeping Google from crawling all tweets effectively.

Let me guess, Elon and Tesla in general has excellent contacts to a large country with a population of almost 1.4 billion. :D

There's some prior precedents, and most economic modeling by investment banks that they have released recently have GDP drop scenarios of -20% during Q2 and +10%,+10% sharp rebound during Q3 and Q4. Everything depends on how scared people will be of the coronavirus in a few weeks/months time...

The price of oil recovered super fast in 2008, despite a deep recession and not nearly enough of a stimulus: Note how the price of oil doubled from the lows of $30 to beyond $60 within 2-3 months - and oil was arguably in a bubble in early 2008.

While I agree about many of your other points, I don't think this is necessarily going to happen: ICE sales are suffering just as much, and EV sales are already up from many manufacturers this year. Most European car companies are on track to meet the stricter emissions standards and don't need...

The U.S. last broke a monopoly in 1981, i.e. almost 40 years ago. It's both legally and politically difficult: under the Sherman Act and its precedents a conviction and breakup requires the finding of a "predatory monopoly", which only the most arrogant monopolies do and leave evidence of...

I don't think there's a consensus. Elon first announced "Battery Investor Day", then in a tweet he announced: Elon Musk on Twitter "Tesla April company talk will be from our Giga New York factory, where we make SolarGlass & several other products. Will also offer customer & media tours."...

Jeremy Clarkson is a terrible human being, so him not buying a Tesla is a benefit to the brand.

Nasdaq futures have just hit the limit-up circuit breaker, for a change. :D

$456 peak in the Nasdaq premarket.

Yes, I believe this was specifically mentioned in the 8-K: "Our factory in New York will temporarily suspend production as well, except for those parts and supplies necessary for service, infrastructure and critical supply chains. Operations of our others facilities will continue, including...

Just saying, Frankfurt trading up to €420, which with EUR/USD at 1.075 is $451.

With all the other OEMs shutting down I believe residual inventory ought to be enough for a while, if they are up to spec. There was a recent leak/report from China, suggesting that Tesla's electronics suppliers and auto suppliers in Shanghai are 99%+ back up running: Tesla Gigafactory...

I believe the California state order that declares Tesla and other vehicle manufacturing activities within the state as "critical" (in line with federal law) suggests the following: Tesla shut down Fremont voluntarily in a time period (last week of Q1) where they were primarily making Q2...

Groundhog Day continues. :D

I'd guess they'll redirect part of the supply chain to GF3.

Will we get tree-fiddy again? Just for the sake of old times? :D (Just kidding. Direction looks good so far.)

On a related note, Covid-19 testing has finally accelerated massively in the U.S.: Coronavirus numbers by state Note the last line and the "Negative" column: the negatives/tests ratio is now 9.5x - which is roughly the ratio South Korea used for their successful containment and tracing...

Elon is a founder-CEO with by far the biggest stake in Tesla, with a CEO award plan in place that will give him even more control, I don't think activist hedge funds are an issue for TSLA. I believe VW would have acquired a big stake in Tesla last summer, had Elon not been a roadblock to that...

Haven't seen this for a while, consistent pre-pre-market Nasdaq trading on higher than usual volume:

Yeah, and since everyone is locked in we also have much more time to comment in this thread, which too makes it easier to keep up with the thread ... wait a minute. o_O

It's actually at €342 in Frankfurt, which is ~$371.

That's sensible, there's probably quite a few smaller rural communities in Hubei who locked down and where the infection might still be propagating internally within the community, without any hospital cases, testing and reporting. Since for most people Covid-19 infection is without symptoms or...

Also note who reported it: the Ryan Mac who conspired with Unsworth's lawyer to publish Elon's confidential emails to allow Unsworth to sue for defamation... If that's the only source I wouldn't trust the reporting without independent confirmation.

Uhm what? Maximizing the client's rights is the job of good attorneys. As long as Tesla think it complies with federal law in good faith and their attorneys agree, it's not hubris at all to do so. If Tesla and county officials cannot agree on how to apply federal and state law, there's a...

Since there's now an agreement with the county, there's no "violation of a law". But even without the agreement, since standing federal law declared "vehicle manufacturing" as "critical infrastructure", whose operations must not be interrupted, Tesla could have argued that federal law preempts...

25% staffing levels I believe. By expanding 3-shift operations and offloading some work to GF1 and Lathrop, I believe they can reach almost full output with 50%-60% of the workforce more spread out in time (so that the 25% staffing constraint is not violated), and the remaining 40%-50% either...

I disagree, the Tesla HR email made it very clear that not only do employees who elect to not report for work due to virus risks face no negative consequences, Tesla also offered them extra PTO days and other benefits. I suspect the employees who do continue to work might also be asked to sign...

Yeah, so the "Model price" is Black-Scholes options pricing, right? If yes, then that's not a really good pricing model for the VIX, especially during such exceptional times. The market is pricing elevated VIX levels for April, hence the higher call prices and lower put prices. Writing puts can...

That's a good question, maybe @The Accountant or @ReflexFunds can answer this?

Yeah, @KSilver2000 was a really careful concern troll for a long time, but he got impatient today and it became a more obvious pattern. Note how he almost never follows up when proven wrong, acknowledging counterarguments or just admitting when he was wrong - in a passive-aggressive fashion -...

That's cool - there's a lot of R&D and other white collar staff there who can work from home. By reinstating 3 shift assembly on the S/X lines they can keep production output with a smaller workforce. Only about 40% of the Fremont workforce are line workers who must be physically present. They...

Yeah, those 2024 convertible notes are some really nice 4-year call options with a principal amount cash-back guarantee.

With what authority are they planning to do that? Does it require new legislation? If yes then the path leads through the Democrats ...

Was wondering about that too. One technical reason might be that March VIX options expired today - but the rise wasn't just on S&P 500 and seems to hold after close as well. Some sort of macro news?

Yes, I noticed that price action oddity too. Note that TSLA is now uptick protected, and there's a lot of shorting going on IMO via limit orders. This has I think masked about ~70 million shares of accumulation this week already. Everyone who felt FOMO at $960 but was disciplined or lucky...

Good thing there's home charging during pandemics. (Gas car owners can also use their home crude oil refineries, so it's all good.)

Yeah, the good old times, I remember it as if it was just three months ago! :D

There were zero Covid-19 infections reported in the Shanghai Lingang district where GF3 is based at, and zero infections found at GF3 itself as well. Tesla applied significant protection and mitigation measures at the Shanghai factory: The high level of automation and the distance between...

It appears you aren't aware of how FDA approved drugs can be prescribed by licensed doctors for any illnesses they think is medically appropriate, right? Hint: it only takes a single prescription. Off-Label Prescription Drugs Use: Benefits and Risks "Many people may be surprised to know that...

There's no FDA process, because it's already approved...

Btw., VIX lottery ticket puts for April look pretty cheap now. Not advice. :D

Interesting: Ford, GM and Fiat Chrysler will close all factories amid coronavirus outbreak, sources say Ford, General Motors and Fiat Chrysler will close all of their factoris due to worker fears about the coronavirus, sources tell 7 Action News. The details of the closure are expected to be...

Why? We just dropped from $969 to $380 while Tesla's long term fundamentals improved, I bet there's a lot of enthusiastic short sellers who are a tad overextended. We also recently had an epic short squeeze of the century from $178 to $969, a 5.4x increase, so it's not like Tesla short squeezes...

Let's hope your timing got better with practice! :D