I don't think so, because those cars already had a "fully functioning" Autopark. This is just a new better version. (This is the third version for USS vehicles.)
A lot of it really depends on your trading frequency. I sold some -250P for 12/2026 mainly to leverage time decay; I would much rather be an option seller than buyer in Tesla today. I don't really want to do more than 2-3 trades in a week though. It is easier to trade NVDA right now for sure.
It could be. Technically these are milestones, and we just don't know what is their scale for these milestones. These could be internal metrics, like Daily Active Users. Previously I used FSD maybe once a week, just to see how it is progressing, and report some lane change errors, mostly. Or regressions. Now I use it multiple times a day. In my mind it is worth another milestone in FSD revenue recognition.
That is good. In my opinion we are at the local top, just because the leadership is narrow, and valuations are questioned. I think we are overdue for a rebalancing and PE multiple compression. So, in my mind it is justified to question the direction from here...
That's why I like my mix: longest LEAPs I can get, monthly long calls, long puts, weekly short puts and longs... try to capture the weekly IV and Theta, while being protected from a big move in either direction, sort of
Nuance: the 10B number is training compute and inference in the car. The inference compute in the car is the HW3 / HW4 FSD chip, which Tesla "spends" when creating the vehicle but the end customer pays for this in their purchase price.
Yeah, I had my fingers crossed for such an event during the big fast drop in which I was out of stock and out of options.
22nd of may will be spectacular for a lot of reasons. I hope for a little pull-back before that date to buy some crazy OTM NVDA calls, that will rip after ER.
