-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Wiki Selling TSLA Options - Be the House
- Thread starter adiggs
- Start date
thenewguy1979
"The" Dog
Meanwhile, loaded some cheap AAPL 170C. Waiting to offload once it pump back from 168 to 170.
Working it till it don't work anymore. AAPL been treating the dog nicely for the past few weeks.
Working it till it don't work anymore. AAPL been treating the dog nicely for the past few weeks.
V12 is not a singularity but a spectrum. Chances are vast improvements had existed for a while and Tesla only chose to release it in its current state in Q1 precisely because of slower sales. If V12 was "it", there would not be a constant stream of updates even as we speak. There could be a world where there were no V12 as TSLA was going balls to the wall with auto sale, in which case delivery would have been higher. There could also be a world where TSLA was totally inept, dropping the ball on both delivery and FSD, in which case we might not have been in the stock at all / the SP would already be in the 2 digit range. Bottom line is just gotta play the hand we're dealt. The multiverse is a dark place.
Last edited:
I told you all two weeks ago, once my RIA bought NVDA in my limited managed account - it was going DOWN..
;-0
Update: BIG breach here on the SPY, games are about to begin
Last edited:
EVNow
Well-Known Member
LOL - if you think anything meaningful happen in 2 months. Just the other day FSD wanted to jump over a road divider to change lanes
On a more serious note - it would be interesting to see how fast Tesla can address specific issues people are reporting. This will tell us how long FSD will take to get anywhere near L3.
EVNow
Well-Known Member
OTOH, the market exuberance given all the uncertainties has been creating a larger and larger bubble. A healthy correction is very much needed.
Lol why? There's statistical data that shows meaningful progress happened in the past 2 months. No one here is saying FSD suddenly becomes perfect L3 in 2 months.LOL - if you think anything meaningful happen in 2 months. Just the other day FSD wanted to jump over a road divider to change lanes
On a more serious note - it would be interesting to see how fast Tesla can address specific issues people are reporting. This will tell us how long FSD will take to get anywhere near L3.
What I clearly said is exactly what you said in 2nd part....that we'll have to see if the rate of progress continues, accelerates, or stagnates over the next few months until Aug 8th. If it doesn't continue or accelerate and instead stagnates, Wall St will start assigning lower value to it and the Robotaxi unveil on Aug 8th will be a big whole nothingburger for the stock
IMO we still got another 5-6% to go on the macro's and then we'll be in the territory of a official correction and the market can move on
Another article translated from Chinese:
Another loosely sourced article with lots of hyperbole. Even though some parts may ring true doesn’t mean they are true. Time will tell how much, if any, of these articles are true.
Ended up selling 25% of these 4/19 +p170s at a nice profit and rolled the rest over to 4/26 at the open.
ChiefRollo
Member
Makes good sense. From all we're sensing / processing, SP should be flat to lower post ER (~$150). You may have the chance to rinse and repeat for another week or two out as momentum should continue (lower).
Part of my bear thesis was that it would take another year for the Delaware Supreme Court to rule on the appeal, and Elon wouldn’t get a new package until sometime after that. Meaning he would have no incentive to keep the SP high and anything good for the SP like buybacks would be off the table.
But if he gets it back in just 2 months, that opens it up for more good news (next comp package? Buyback?) in the 2nd half of this year.
I also think the institutional encouragement to re-vote signals that at least some of them are planning to stick around for the long haul.
But if he gets it back in just 2 months, that opens it up for more good news (next comp package? Buyback?) in the 2nd half of this year.
I also think the institutional encouragement to re-vote signals that at least some of them are planning to stick around for the long haul.
To your last sentence: let's see what goes on with compact car / Robotaxi development. That could really change institutions' perspectives.
The worst thing that the board can do right now is to buy back. "Balls to the wall" and "buyback" can't coexist. TSLA needs all the capital it has for the next phase, be it to survive an economic downturn or to launch RT.
Your bear thesis hinges on Elon being an a-hole who prioritizes his personal gain over the mission, who will sabotage the stock if he doesn't get what he wants. I'm not saying that's not true, but if it is true, makes no sense to be invested. Not now, not ever.
EVNow
Well-Known Member
The issue is not that Elon will prioritize personal gains over mission - but - what the mission is. Tesla's long stated mission and his political mission are in conflict.
Similar threads
