I read that as Elon bailed on Tesla and now is focusing on his 'personal' side business. The media is the worse and enemy of the people. Some even hate Elon so much and want it to be true so more of us vote against. Sad.
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Wiki Selling TSLA Options - Be the House
- Thread starter adiggs
- Start date
It still gave those to other Musk-owned companies a competitive advantage given scarcity. Not 100% dirty, but not 100% clean. There was "value" transferred to X and xAI; did they pay for that value?
What is this chart, since many of those %’s are totally wrong.
@dl003 If TSLA breaks out upward on 6/13, is it reasonable to count on a revisit to the breakout area (175 or wherever) at some point? Asking since I'm considering selling a handful of -C300 6/2025 on shares I anyway plan holding long term, and can wait out any storm (pop) and close on a retest of the breakout to BTC if it's reasonable to happen.
Competitive advantage? Against what? Last time I saw x.AI and X were not trying to develop an autonomous driving system. And Tesla isn't trying to develop a LLM.
The way the article read Tesla traded their early spot for 12k H100s for two 12k orders; one in January and one in June. So, Tesla gets twice as many chips, just later when it is closer to when they can actually use them. Seems reasonable to me.
What value is a GPU without a data center?
Tesla gained some number of months interest on the payment they didn't have to make.
Had Nvidia brokered a swap with any other purchaser, would there be an outcry?
They wouldn't sit in a warehouse; they would be sold to another company in trade for later slots.
Interesting, I read it as 12k divided amongst two deliveries ~6 months apart. 12k for 12k.
12k for 24k seems disadvantageous to X/xAI.
If it breaks out, this will be the start of the break out, so not likely to be tested.
Thank you, didn’t know that. I’m glad I asked.
So may make more sense selling CCs closer in (like 7/19) and above a hard resistance (like $210) or something else?
I can see it read either way:
But it says "orders of 12k", to me that is multiple 12k orders.
Yes and no. Is getting 12k chips ~6 months early worth having to go to the back of the line for your next 12k? (It's not like they can never order more.) 6 months of training time would seem very valuable to me.
Technically, you can sell anything you want, as long as you have a sensible stop loss. For me, that SL would be the stock crossing 187.5. What left is finding a good entry. Right now I don't know if this is a good entry or not. Although I'm biased toward a drop to low 160s
Yeah, but swapping (pre?)-December for January is only one-ish month if both deliveries were 12k. Unless Tesla was supposed to take delivery ~July of 2023. Which would have required X to also pull forward infrastructure buildout.
Tesla does need another 38k for Austin though...
Thanks. The drop to $160 seems plausible, but $173 has been holding as support for quite some time now, including through market weakness and “news.” So I can see the difficulties making the directional call.
what this tells me is maybe the vote will fail...
But, on the other hand, if the vote goes through, it can take a whole lot of uncertainties off the table that the test of low 160s will have to be postponed until after the next leg up. This all or nothing dynamics is what has been keeping the stock coiled for 3 weeks.
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