thenewguy1979
"The" Dog
closed my cheap put spread +170p/-165p for $300 profit. 8 minutes of work. Not bad.
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I have just never seen the stock respond to an awesome product release until it shows up in the financials.Hhhmmmm. Looks like 100 posts saying that a bad Q1 could drop the SP are ok, but posts about FSD progress, which could potentially causing a pop, are being deleted. I understand that it can be viewed as "hopium," but nothing else can move the SP up 10-20% quickly and run over CCs like FSD news. Once the "whales" are positioned properly, I can see articles suddenly appearing with headlines that say FSD has made a major step forward and robotaxi is finally coming.
My son got 12.3 yesterday. I was talking to him on the phone while he was on a drive. The number of "Oh my God" and "No WAY!!!" from him was hilarious. All the spots that used to make him disengage with previous versions were flawless with 12.3. He said it was like a human. For example, It made a difficult right turn, and then quickly and confidently crossed 3 lanes for an immediate left turn (like a human), among many examples. He was BLOWN AWAY.
Also new tweet from Elon:
I understand that Q1 might not be great and we may go lower. But the stock market is bipolar and if it suddenly decides to value FSD, watch out.
If I remember right, I lost around $3 million on the Hertz news pop a few years ago.I have just never seen the stock respond to an awesome product release until it shows up in the financials.
Model S came out mid-2012 and stock didn’t pop until initial profitability in May 2023. Model 3 came out 2018 stock didn’t pop until 2019-2020.
I believe one of our biggest risks at TMC is being right, but too early - which makes us wrong.
My commute TO work has been interventionless for the last handful of versions (I still don't have V12), theres only ONE spot on the commute FROM work where I have to intervene every time, and it's because it can't cross 3 lanes quick enough. That's exciting!confidently crossed 3 lanes for an immediate left turn
Hhhmmmm. Looks like 100 posts saying that a bad Q1 could drop the SP are ok, but posts about FSD progress, which could potentially causing a pop, are being deleted. I understand that it can be viewed as "hopium," but nothing else can move the SP up 10-20% quickly and run over CCs like FSD news. Once the "whales" are positioned properly, I can see articles suddenly appearing with headlines that say FSD has made a major step forward and robotaxi is finally coming.
But that wasn’t a product release. I could argue that was more about the ER the week before, which was the profits from the Model Y release in 2020 hitting the financials.If I remember right, I lost around $3 million on the Hertz news pop a few years ago.
I don't disagree that FSD will eventually cause a pop, but posts about FSD have a way of propagating out of control for months on end; I think they're trying to keep them in the Investor's thread...Hhhmmmm. Looks like 100 posts saying that a bad Q1 could drop the SP are ok, but posts about FSD progress, which could potentially causing a pop, are being deleted. I understand that it can be viewed as "hopium," but nothing else can move the SP up 10-20% quickly...
alrighty, shutdown time before we see afternoon shenanigans
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Discord for Small Accounts also going well (i actually funded a small $100k account for it)
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