EM announcing a "chip" that they "will be building" or are building or thinking of designing and having built, IMHO is much different than MSFT, or GOOGL, or META or INTC or anyone else for that matter "saying" or doing.
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Wiki Selling TSLA Options - Be the House
- Thread starter adiggs
- Start date
This is one of those times you have to ask yourself if the thesis has been proven wrong or the timing was just wrong. If it is timing you keep playing the game; but if it is the thesis you should sit out.
My money is on the timing, so I will absorb my $900 -puts for this week and next week, and wait and give myself another week to decide on the next 3 tranches. I do have a level in my head where I just bail though, currently around $770. Somewhere before that I start writing calls more aggressively.
I wouldn't necessarily take the first announcement as the starting date... I would take somsone else saying Dojo was up and running (Karpathy). As I understand it, much of that timeline between then and now was in developing tools to work with the new architecture, and that is no small undertaking.
Jefferies: Cuts Tesla price target from $185 to $165.
Piper Jaffray: Cuts Tesla price target from $225 to $205.
Piper Jaffray: Cuts Tesla price target from $225 to $205.
Whoops 5x NVDA 4/12 -p950 assigned overnight...
Actually, assuming NVDA doesn't dump further, that's quite OK, I no longer need to take a decision...
Plan to BTC the remaining 2x -p950 and write 5x 4/19 -850 straddles
Actually, assuming NVDA doesn't dump further, that's quite OK, I no longer need to take a decision...
Plan to BTC the remaining 2x -p950 and write 5x 4/19 -850 straddles
SpeedyEddy
Active Member
Having missed the last run up, would be a fantastic opportunity to enter some ATM/OTM LEAPS. I would bet NVDA ER will keep surprising to the upside the rest of the year.
Slightly warm, you'd think it was 4% judging by the PM reaction
I've not posted this in a while, been busy, sitting on hands mostly with all tickers until 3 or 2dte. Patiently waiting for a revisit to 160 to close out Jan '25 +p180 ...
For TSLA, M-P is 172.5, highest call OI is 34,758 at 172.5 , put OI at that same strike is 20,619 , p:c 1.13 , OI shift saw an additional 7k and 9k action at 172.5, p170 added 17k. Do we visit the lower 170's today?
EDIT: LOL, wasn't watching price , and just like that , at 172.5 , wow !
For TSLA, M-P is 172.5, highest call OI is 34,758 at 172.5 , put OI at that same strike is 20,619 , p:c 1.13 , OI shift saw an additional 7k and 9k action at 172.5, p170 added 17k. Do we visit the lower 170's today?
EDIT: LOL, wasn't watching price , and just like that , at 172.5 , wow !
Solid call regarding a hot CPI. Had a feeling you'd be correct. Let's see how the day goes
closed some 4/19 -190C for 35% gain at 173.
thenewguy1979
"The" Dog
Market seem not too faze by the hot CPI. Seeing some rebound in progress.......
Thks dl003 and tivoboy.....
Thks dl003 and tivoboy.....
SpeedyEddy
Active Member
doubled down on Yesterdays openings -P dec '26 250 and + C100 dec '24, profiting on the dip. As expected by me: worse CPI than expected (what a surprise, when you just watch oil, which is still in or used to transport, every product ?????) But it won't rock this steady uptrend of $TSLA much, someone who knows something keeps on buying (like me...;-)
Kind of wish the same happened to my 3 -p900's; a lot of great options to play today, but covering at a loss is not my strategy here. I feel well positioned going into earnings here.
For TSLA it is still too hard for me to decide where to position. The FSD hype is strong (and IMO warranted), but the macro issues complicate it.
Seems logical to me that consumer cyclical/discretionary would be hit harder than industrials, so TSLA down more than NVDA as it's more influenced by consumer spending and high loan rates, don't think the big spenders AI GPU care what theFED says much, but someone having to pay a mortgage and put their kids through college is another matter
Plus of course bonds stay more attractive, that can impact all equities, sure, to e certain extent
Market is fazed. Very fazed. Trust me bro.
What happening is VIX too high, so there some pushing up by short profit taking.
When that runs out, watch out below.
Not sure about TSLA, though.
thenewguy1979
"The" Dog
Agreed. But the Mojo with TSLA recently has continues to defied logics.
It’s working hard to break 182 this week.
Until ER it may pump till then with some occational Macro pullback like today.
FOMC minutes later today…..
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