Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[mikevbf]

Hilarious. Jim Cramer talking about Tesla 15min after the open... the other two kept trying to laugh it off and change the subject! (and the graphics staff kept putting up other companies) But Jim Cramer kept bringing the subject back to Tesla, he's acting like a total fanboy! Amazing.

How can I give them clicks? link? They need positive feedback for what the coverage they "think" they don't want to give.

 

[Kiwi_Guy]

Indeed. Except that you're not doing gradient descent to train the neural net itself, but rather to choose an optimal neural net architecture. Meta-training.

Most of my work with optimization has been through the scipy.optimize libraries, which offer quite a selection of tools - although I've more recently been needing to do it in C++ to avoid having to implement python bindings. The scipy libraries are also annoyingly deficient in A) threading, and B) ability to resume - although you can work around (A) by doing threading inside your cost evaluation function, and (B) by cashing and saving the results of every cost evaluation, so that if you have to start over, it can just look up the answers up to the point where you left off.

Most of my previous optimization projects have been with CFD model optimization, although I've also used it for things like compression, and my most recent project is an attempt to use differential evolution of fluids with an arrhenius equation database to try to evolve a hypercycle

I haven't the foggiest idea what you are talking about here, but that's what I love about this place. It's highly unlikely to be BS, given the pedigree of the poster, but if it was BS then others with a similar pedigree will sort it out. I may borrow "my most recent project is an attempt to use differential evolution of fluids with an arrhenius equation database to try to evolve a hypercycle" for an upcoming Christmas party, many thanks.

 

[jbcarioca]

I haven't the foggiest idea what you are talking about here, but that's what I love about this place. It's highly unlikely to be BS, given the pedigree of the poster, but if it was BS then others with a similar pedigree will sort it out. I may borrow "my most recent project is an attempt to use differential evolution of fluids with an arrhenius equation database to try to evolve a hypercycle" for an upcoming Christmas party, many thanks.

+1. I'd try your party tactic but somebody would probably call me out.

 

[HG Wells]

Looks like its trying to make up its mind.

 

[humbaba]

+1. I'd try your party tactic but somebody would probably call me out.

But it does give an opening for transitioning a conversation to Tesla (if that is desired).

"Is that true? Heck, I've no idea what I just said, but I saw that mentioned on a Tesla investor forum and thought it sounded cool. Like the stock, Tesla is a great investment -- a company you can really believe in."

 

[Tslynk67]

Semms to be tracking Nasdaq with steroids so far. Can't say I see much impact from the tax incentives that never were...?

BTW, WTF is it with CNBC and their browser tab??

 

[Toumal]

OMG, Business Insider is run by freaking morons.

A SpaceX rocket lost its nosecone during an otherwise successful launch in Florida

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...

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This is like that xkcd comic about "Up-Goer Five" (Up Goer Five) except this is not meant ironically and the writers at BI are apparently actually on that mental level.

Would explain their other coverage.

 

[Lessmog]

But it does give an opening for transitioning a conversation to Tesla (if that is desired).

"Is that true? Heck, I've no idea what I just said, but I saw that mentioned on a Tesla investor forum and thought it sounded cool. Like the stock, Tesla is a great investment -- a company you can really believe in."

I like it! It's like Kimbal: "What I'm really excited about is Plant-a-Seed-Day!"

 

[Lessmog]

Looks like its trying to make up its mind.

In electroacoustics, this is called ringing -- happens after a fast transient, in substandard circuits.
Oh, that would be analogous thinking, sorry.

 

[Todd Burch]

So no significant amount of margin calls today? @Curt Renz can you provide some pro insight?

 

[Lessmog]

What I would tend to do is to sell enough to cover the initial cost, which sounds like 2 of them, then the rest are free money for some future event.

That is the strategy I used when I first hesitantly bought some TSLA 6½ years ago at 50 and recovered the initial investment at 175 (approx values) a few months later. Ah those were the days eh?

 

[j6Lpi429@3j]

sad face...

 

[jeewee3000]

So no significant amount of margin calls today? @Curt Renz can you provide some pro insight?

Margin calls are generally not instantaneous. You have a couple of days to add more funds to your trading account.

Therefore yesterday's rise will have a more notable effect later this week.

 

[T@oo]

sad face...

View attachment 489193

What did you try? Buy 178 Mil. TSLA ?

 

[SoGA Fan Club]

Some interesting anecdotes from around the forums regarding the EoQ rush:

In Richmond VA, guy getting service done notes about 100 deliveries in the last 2 days.

In San Jose, CA, guy taking delivery notes that Tesla is even scheduling deliveries for Christmas day.

I'm not sure how I feel about the 2nd one - what should we make of Tesla delivering cars on Christmas - just padding the delivery beat? Or trying to reach the bottom of the deliveries estimate? Or maybe just need to do this in order to honor their commitment to deliver cars in time to get the rebate?

 

[ggr]

Hey mods, what are the criteria for the Merit Post Thread? It's your pick or can we propose?
This one, for example ;-)

Mod: fortunately your opinion agrees with ours. --ggr

 

[electrichapp]

Good to see that more of our Robinhood friends are hodling considering we're near ATH.

 

[mongo]

I'm not sure how I feel about the 2nd one - what should we make of Tesla delivering cars on Christmas - just padding the delivery beat? Or trying to reach the bottom of the deliveries estimate? Or maybe just need to do this in order to honor their commitment to deliver cars in time to get the rebate?

Non-event. Deliver while they can, rest after New Year's.
Many professions work Christmas (doctors and nurses for instance). For many people, Christmas in a non-event. For others, the Tesla is the Christmas present.

 

[elasalle]

Just like most Longs did not have monies to buy the dip and @ 180's, most Shorts, TSLAQ don't have monies and energy at the moment to keep Shorting Tesla.

As the wiseman Nursebee said ... "What will you tell your wife?"

 

[humbaba]

While profit-taking longs could certainly be contributing to the current drop in $TSLA, based on past behavior with $TSLA I expect that large shorts are increasing their position. This is close to the highest the stock has even been and if you either:

1. believe that it is over valued, or

2. believe that you can manufacture a drop

then increased shorting here will lead to profit. In short (ahem) I believe that there is significant shorting going on. Unless there is a breakaway it will likely be profitable within a reasonable window. If nothing else, $TSLA is volatile.