Which one ?
David Baron is not an analyst. He runs a fund with his father that is 30% TSLA and 10% SpaceX plus they got roped into Titter. Ron always goes on CNBC cheerleading the stock when it's down. The fact he isn't now, and his son is out basically telling Elon to get his head out of his ass isn't a good sign.
Last we heard from Ron was on CNBC last November. Ron was saying the $25k car was maybe 12-18 mths away.
Lol that would be a perfect example to encapsulate present day perfectly......market tanks on fake war videos
Remember that time Tesla waited for hw3 to come out before producing the model 3 because it needs a retrofit later? Me neither....
What exactly are you trying to say ?
Tesla will move tonnage under any circumstances. Higher margins with robotaxies, lower margins with Model 2. Whatever will be sold when the assembly line is ready to pump out next phase of growth. Higher margin route preferred but if it's unavailable, lower margin cars will have to do. Everything else is just noise. Tesla have not pivoted away from their mission statement and their master plans..period.
That is why we sometimes need to trim emotional positions... especially deep losses.
Just one persons opinion, and we all know what that is worth…but, as @tivoboy stated a couple of weeks ago, or maybe longer, he had positions that the S&P might be going down (I hope I am correct here) and, I think we all have been seeing these big swings in the stock market these past few weeks. Now, Netflix had a good earnings call and they are down, I think the macro’s are changing and we have/been in a correction. And now, if what happened in Iran is true, yikes, the market will not be kind. The question is, is it a correction, or are we heading into a recession and the next 6 months to a year + will be lost. Sure, TSLA has been down longer while the market has been up, but if this is a macro correction, everything will be down. I have never done this before, but I trimmed almost all of my stocks and bought puts on the S&P for the next few months. I hope we do not have this correction, which I think will be bigger than 5-10%, but the signs are there.
yes I’m still short spy +p490 qqq +p410 and long vix 16 for may 17 contracts. But these are positions from mid March so had been quite cheap at the time I’ll probably take some off tomorrow depending on how things actually open. Probably be taking off a lot of the -cc for May/June expirations since they should be well over 80% tomorrow. That’s mostly tech. Industrials and some health care.
