Technically long, but I have sold calls many times, and also bought/sold puts & shares. I'm not a loyalist like some others here. If SP goes over 230, I might buy some 6-month puts or sell calls. IMO,the delivery of all Sig X by December is priced in. Since no price for production Model X yet, not likely more than 1500 X get delivered in Q4.
To Johan: 1-2% defective seat belts was my guess when I was thinking, these bolts are installed by robots. If programmed incorrectly or some other issue, I thought 1-2 weeks of production could have this issue. But after I read the posts that no defect in any other car so far, 2-minute inspections, and also read Curt's post carefully, I started thinking that Curt's explanation is quite likely. But please go by your own hunch.
Also noticed quite some activity in the CPO thread. Seems like quite a few big price drops 2 days ago.
Tesla Model S CPO Website - Now Live - Page 235