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I thought we were in March 2024? ;)

Opex.

8K just filed. We are getting a new CFO.

Exactly, Gen 3 will be the realization of that patent we first saw years ago with the car in the center of a huge casting machine.

*You* are my data point. The louder keyboard justice trolls like you get, the closer we are to a bottom. Aside from virtue signaling to us how amazing your social circles are, you've done very little "data point" presentation. Now go for a walk and find something else to panic about or...

These data points you mention, are they in the room with us now?

He has disclosed that he is long J25s, in size. His stated time frame is 12 months for the MP thesis to play out. If he is anywhere close to being right on margins and timing of the MP ramp, Leaps are about as underpriced as they were in 2018. FrankSG Also noticed the potential opportunity a...

Employment not falling off of a cliff while inflation does is the "soft landing" scenario. Hard to have a "nasty" recession unless unemployment spikes. Offset by the fear that the FED may see good employment numbers as a sign to keep raising rates and in turn overdoing it.

I want to share this video to explain *some* of what is going on with recent price action and specifically this huge monthly expiration. As these put positions get closed, either ITM/OTM, the pressure on the stock should start to abate. Not sure that this is the bottom but it was one of the...

It's been a while since you posted your MM/dealer net delta options chart. Don't remember if you have a different name for it. Is that showing any clues how they might be positioned? Not an options guru but it looks like a gamma pin broke at 160 and got driven further down via aggressive...

I agree with your clarification but it seemed like a veiled suggestion that TSLA would be the type of stock WB would buy, especially during a recession with compressed mulitples. Quasi infinite demand for PowerPack is exactly the kind of hedge that berkshire hathaway needs. BH own a good amount...

This twitter spaces is probably going to save the stock. The irony.

It's a sign of healthy demand. ;)

There are very few things more dangerous in finance than being right for the wrong reasons. A lot of early success being another big one that goes to people's heads. If he takes this situation with tsla stock as a confirmation of an accurate reading, he will no doubt build even more confidence...

We already sacrificed a mule, what more do the gods want?

He sure needs a lot of words to say the same thing we've been hearing for years. Tldr: demand problems. As the name would imply, truly a genius. I'm sure his opinion would be the same had he not sold his entire tsla position. /s

Dude. Are you ok? Do you need a hug? Maybe you can find a nice tree , though, even a tree would be off put by your constant attitude. If you loved yourself as much as you claim/portray to, you wouldnt engage in this way. Breath, take a walk. That's what most of us do when we feel upset. You...

I love the smell of your piercingly accurate sarcasm (stings like napalm) in the morning. AND, I'm not being sarcastic saying that. Cats have a way of seeing the idiosyncratic nature of human double standards. Perfect is the enemy of good. Less virtue signalling, more virtue peeps.

I was told by some very smart people that demand is the limiting factor? Was i misinformed? /s

Just to add some more visual context to what a fantanstic counter-offensive this has been.

Personally, I'm not a fan of attention seeking behavior in general. *I Feel* (could be wrong) that a lot (not all e.g. Rob) of the Tesla twitter community is starting to lose the plot and are trying to market themselves instead of staying on message and providing value. We've seen quite a few of...

Not trying to come off prickly but maybe its because no one cares. Just because some people like their vanity and ego stroked doesnt mean everyone else needs to now discuss something this irrelevant.

1000000000% THIS!!!! Humble yourselves people and remember to be grateful.

Add in ~3T in Opex on 6/17. Fun filled week for sure.

CPI print. Consumer Price Index Summary - 2022 M05 Results

They didn't kill him 5 years ago because they were to busy laughing hysterically and mocking him, the smug pricks. They aren't farmers even though they claim to be, pretending that shiny tractors make you one. Hubris is a powerful drug. For those same reasons, they'll fail to compete, they...

Not that i think it matters because macros have a bias for selling off no matter what at this point but FED minutes are released at 2pm EST today. If we have some dovish commentary we might continue this small bounce. Stay frosty.

Sprinkle a little demand on that for the cat.

Im guessing you forgot what rates were back then.

Its a total coincidence that you forgot to mention that Elon owns more of the company than he did before his "sales". Try harder, troll.

Its going to be a vacuum for European engineering talent.

Gives Tesla time to debug/troubleshoot the production lines. They will hit the ground running. They are placing sticks in front of a tsunami.

I was literally going to channel my inner @Krugerrand and say it just like that ;) I think we would both agree that they (bean counting, unimaginative empty suits) are much more sophisticated than a random group of ppl. As such there is no way they have this blow up in their face with a...

These are exactly the dynamics that Cathie Wood alluded to during her "in the know" podcast a couple months back. Double or triple ordering to front run prices by companies, at the same time consumers pulling forward a lot of demand for goods when services became unavailable due to distancing...

Ignore feature is quite useful. Let's not feed the troll.

If they do, we live in a simulation.

Something tells me he has enough conviction in his "knowledge" to hit on 20. I very much doubt he take a small win. He wants to be relevant again, which might end up blowing him out ironically.

He should enjoy his money while it lasts. Won't be the first "smart" guy to get his face ripped off by this stock.

This isn't off of your BB terminal right? If not, would you mind sharing the source of this chart? Thanks in advance.

In my opinion, Chamath has the traits of a PHENOMENAL capital allocator. Didn't know about Ark's trade, thanks for the heads up. I expect that position to rise as a proportion of ARKW. Seems to be a small data gap though, I see 2,117,599 shares (1.28% of the etf)...

Does anyone have any opinions on IPOB? Just started doing some due diligence and find it interesting. Real estate is definitely ripe for disruption. Link to the deck:Investors | Opendoor

Fidelity lets you reassign lots online. The lot reassignment needs to be done before the trade settles (T+2) or it will default to whatever your settlement method is (usually Fifo).

I've been meaning to thank you for giving us part of the feed from what looks like your Bloomberg terminal. Please know, its very much appreciated by everyone who is unable to pay 25k per year for the service.

Did you go into the options market fun house and come out without a teddy bear?

Is it spanking? /s

No offense but "less is more". Your comments on every stock gyration clog the thread.

I can help, "demand". There!! I said it. I'm going to buy another share too. Lol

I support that. In that case, I encourage you to read one of his books.

Looks like you've been reading Taleb's twitter feed. lol

I just want to say, huge thanks for packaging that so neatly. These are the type of comments that make this forum special. Also, I feel inspired to buy more shares :) Cheers.