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Wiki Selling TSLA Options - Be the House
- Thread starter adiggs
- Start date
thenewguy1979
"The" Dog
Time to sell longs here for re-entry @$189.20 or $184.52 or $177, or further dump below $200 not so certain?
Asking for a friend...
Correct, hence operating margin going down. It's actually not a bad thing if they are heavily investing. People used to criticize them not investing hard enough.
Perhaps you missed it in the main forum but Elon has expressed that he has a hard time finding enough engineers willing to live in Mexico, especially those working on design. So the plan has shipped back to making Texas the spot to make the assembly line and then just have Mexico copy it.
Would buying AI compute be a capital expense and running it (electricity) be an operating expense?
they could ramp Austin, Berlin and Shanghai, before fully commiting to Mexico , which is delayed on tesla side until Elon is fully confident that economy is back in full swing ..
Mexico will not be ready till like end of 2025 ...
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To take advantage of the high IV, right before close I STO:
15x -C230 1/26 @1.50
10x -C300 7/19/24 @ 5.75
10x -C275 9/20/24 @12.75
10x -C330 1/17/ 25 @11.25
Observation: This time waiting for the last 5 minutes to STO for more IV juice didn't help since SP fell from $209 to $207 into close without recovering, so any boosted IV gains was muted by the lower SP. Live and learn.
Now I need to decide how long to hold these or cash them out by weekend. I guess depends on how the call goes.
15x -C230 1/26 @1.50
10x -C300 7/19/24 @ 5.75
10x -C275 9/20/24 @12.75
10x -C330 1/17/ 25 @11.25
Observation: This time waiting for the last 5 minutes to STO for more IV juice didn't help since SP fell from $209 to $207 into close without recovering, so any boosted IV gains was muted by the lower SP. Live and learn.
Now I need to decide how long to hold these or cash them out by weekend. I guess depends on how the call goes.
Oh, I think for certain that SELL then RE-BUY is the plan, but well that’s what makes a market. I didn’t sell my current position, since I’m planning to write more calls against it tomorrow…But call premium adjusted it’s only ~ $160 asp.
I’d like to know if that is NET of IRA credits for battery cell production, because in a 80kw equipped car that is about $2800 in credits.
That's a great idea, if planning to sell at around $200 mark then sell via very NTM CC's (i.e. -C205 or -C210) and capture premium and SP, risk is needing to wait for Friday close by which SP may recover from the dip, or is a looooong duration dip expected.
We MAY see lower lows in the AH during the call, but most likely we’ll get more analyst downgrades overnight, so in the PM/AM market we could get another drop and test that $195 lvl again. Then, could rally, but frankly i really doubt we’re getting over $210+premium by Friday.
Again, not a recommendation.
Guessing not since it should have caused a step change (unless its hidden/ diluted in the mix in Q1 since the chartis all cars and the credits are only US cells/modules), but they do adjust for it.
Q3 10Q:
"Our costs of revenue were also positively impacted by the IRA manufacturing credits earned during the current periods and by the United States dollar strengthening against our foreign currencies as compared to the prior periods."
Yep, it’s a sell and rebuy for sure. That best oppty may have passed by now, but I’m adjusting everything down to SUB $190 for any net entries. I need some peace at the moment but will figure out the -P positions early in the AM.
Does the Tesla CFO work in offshore tech-support in his spare time? Hard to understand a word he's saying. I wish they'd have a more articulate spokesperson for his messaging as he's clearly reading from a prepared text.
I thought Elon recognition of achievements, meeting guidance for 2023 and decent forward looking was fair to good. The tone is positive, no?
Now now.Does the Tesla CFO work in offshore tech-support in his spare time? Hard to understand a word he's saying.
Very positive Elon at least today…
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