Richgoogol
Member
Elon himself...until the 'boring' ****ers go home... which would be?
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Elon himself...until the 'boring' ****ers go home... which would be?
Tesla Model 3 Alcantara controversy explained • r/teslamotors
This is how Tesla keeps shooting themselves in the foot. They're doing amazing things, but tripping over the details.
There was definitely a point at which he said they’d build the 35k car first. I can’t find a link but I distinctly remember people being surprised because Tesla always builds the higher end car first historically.
@schonelucht I had time to reflect on our earlier conversation. I know agree with you that there is no evidence to support pack-level $100/kWh earlier than 2020. My assumptions for gross margin now incorporate $125/kWh for 2018, $110/kWh for 2019, and $100/kWh for 2020. Thanks for taking the time to play devil's advocate.
View attachment 272586
The average intelligence of a Tesla bear.
I used to be surprised at people shorting this stock... used to.
...See 36:20 when J.B. says they’d be “disappointed” if not at $100/kWh “by the end of the decade”
Well JB did say "....in the $100 kWh range....", and this was back when batteries were $200 - $300.
In that context, I'd consider $120 or $130 to be in the $100 range. I don't think he was really speaking to whether they'd be $100 or $120 here, just appreciably under $150.
Any news? This definitely feels like news...this drop is way too dramatic..
View attachment 272586
The average intelligence of a Tesla bear.
I used to be surprised at people shorting this stock... used to.
View attachment 272586
The average intelligence of a Tesla bear.
I used to be surprised at people shorting this stock... used to.
I think VA was laughing at the bear idea that the faster the ramp the faster TSLA will go BK?Can you spell this one out for me? I don't get it.
This person appears to be purchasing J20 Put options, so they have the right to sell TSLA at some unknown price. This option would become quite valuable if TSLA tanks, but worthless if TSLA soars. If there is a squeeze, the Put would drop in value and they might lose their investment, but at least they wouldn't be forced to buy stock at some highly elevated post-squeeze price, like a short seller would. So their potential loss isn't infinite like a short seller. How is this a stupid idea for a bear?
You have to get into the mind of a TSLA shorter:I think VA was laughing at the bear idea that the faster the ramp the faster TSLA will go BK?
Not sure if I agree with Vance here, but this thread is worth reading:
Ashlee Vance on Twitter
He obviously knows a lot about Musk the person (he's the guy who wrote the Musk biography), not necessarily a lot about Tesla the company, especially now, after 4 years.
Can you spell this one out for me? I don't get it.
This person appears to be purchasing J20 Put options, so they have the right to sell TSLA at some unknown price. This option would become quite valuable if TSLA tanks, but worthless if TSLA soars. If there is a squeeze, the Put would drop in value and they might lose their investment, but at least they wouldn't be forced to buy stock at some highly elevated post-squeeze price, like a short seller would. So their potential loss isn't infinite like a short seller. How is this a stupid idea for a bear?
Mkay?You have to get into the mind of a TSLA shorter:
Not making cars = bad
Making cars = bad
Paid reservations = bad
Showing new products = bad
Improving old products = bad
As of 11:30 NY time, the solar stocks I follow are having quite the morning. In order, and hoping the tabulation holds up:
Hanwha -0.23%
Renesol +2.33%
Jinko Solar +2.71%
Canadian Solar +3.01%
First Solar +8.82%
Sunpower +10.60%
But I've not seen anything specific yet for reasons.
Can you spell this one out for me? I don't get it.
This person appears to be purchasing J20 Put options, so they have the right to sell TSLA at some unknown price. This option would become quite valuable if TSLA tanks, but worthless if TSLA soars. If there is a squeeze, the Put would drop in value and they might lose their investment, but at least they wouldn't be forced to buy stock at some highly elevated post-squeeze price, like a short seller would. So their potential loss isn't infinite like a short seller. How is this a stupid idea for a bear?