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

[CLK350]

IBKR is back up on mobile in NYC - just now 10:01

Note: I also tried connecting through a VPN (recommend Proton Mail / VPN - free, but you get more choices etc with paid model, not expensive really). For NYC, CA, CO nodes, no success - BUT accessing the UK#37 node worked for Windows.

 

[S3XY]

I’ve been watching to see if we get a substantial uptick in FUD as a possible clue that some kind of substantial effort to limit TSLA’s move up, or even reverse it for a time, is in motion.

Was CNBC spinning the discussion in a harsher light than their recent norm (beyond the narrative itself implying some risk/instability)?

So far, the only new FUD I see this morning is Rick Newman’s 3 reasons we didn’t pick Tesla as our company of the year piece on Yahoo Finance.

I would think a move to Texas where there's less regulations would be seen as a positive for TSLA.

 

[lafrisbee]

ummm...I think the so called "professionals" got this one wrong:
From September 21st
View attachment 615303

The Definition of "professional" is one who gets paid to do something. These professionals did exactly what they were paid to do. Reputability be damned.

 

[canoemore]

As a renewable energy advocate in 2020, I'm certainly more in favor of a Texas style policy than California. However we didn't get to 2020 on the back of Texas tax policy, we got here from leveraging German socialist policies and whatever the hell we're calling California policies these days. How much money did California give Tesla? How much of an impact did their (yes ridiculous) tax policy have on Tesla growth when we were right on the edge of bankruptcy?

As sustainable energy/economy advocates, we can't simply say "moving makes sense" because it's advantageous to Elon/Tesla. Gotta give some credit to the ecosystem that allowed Tesla to get here.

I really like this post. Nuance is important, and different public policies are good for different reasons and under different circumstances. Kudos.

 

[SteveG3]

I would think a move to Texas where there's less regulations would be seen as a positive for TSLA.

it could be, wondering if CNBC had more harsh spin than recent norm. for several years virtually all their on air employees were very harsh, but at some point this year, it seems like at least half of them are much more measured re Tesla. fwiw, that’s just based on Tesla clips they post, I don’t watch CNBC with any frequency.

 

[FrankSG]

IBKR is back up on mobile in NYC - just now 10:01

Note: I also tried connecting through a VPN (recommend Proton Mail / VPN - free, but you get more choices etc with paid model, not expensive really). For NYC, CA, CO nodes, no success - BUT accessing the UK#37 node worked for Windows.

I was able to login to TWS, but no trading yet, and portfolio only gets updated once every couple of minutes.

Is the status of mobile better than that? I've personally never used the mobile platform.

 

[BrownOuttaSpec]

So if all these trading platforms are down does that mean we are going to see more of a SP rise?! Already at $620.

"Massive Starship Test Launch Cleared For Monday Liftoff" - I thought they were talking about a test flight, not the Tesla SP

Edit: Starship test launch moved to tomorrow.

 

[Cherry Wine]

To give you an idea of sell-side depth at the moment.

 

[JustMe]

I would think a move to Texas where there's less regulations would be seen as a positive for TSLA.

It’s not all green pastures when it comes to “less regulations” in Texas. Tesla still cannot do direct sales in this stupid state.

I hope the burgeoning Tesla investment and job creation in Texas can help to change that.

 

[KMCC]

If Tesla keeps going like this my wife and I are going to book a cruise to Antarctica.

I think it would be fun if we could get a dozen people (or more) from TMC to go along.

I have met quite a few Tesla fans and they are more interesting than the general public.

It would be a great once in a lifetime adventure with great people and a reward for spending all these years watching the fud and holding Tesla.

Just thought I would plant the idea and see if anyone else thinks it's a serious interesting idea.

 

[vikings123]

IBKR is back up on mobile in NYC - just now 10:01

Note: I also tried connecting through a VPN (recommend Proton Mail / VPN - free, but you get more choices etc with paid model, not expensive really). For NYC, CA, CO nodes, no success - BUT accessing the UK#37 node worked for Windows.

Interesting IBKR lite still not working for me, neither does the portal.

 

[CLK350]

I was able to login to TWS, but no trading yet, and portfolio only gets updated once every couple of minutes.

Is the status of mobile better than that? I've personally never used the mobile platform.

Web / TWS / Mobile all probably use different authentication methods and servers - so it's all a toss up.
I like the mobile version to watch/ keep track - you could trade really easily too, but I've never tried it.
IBKR has always been reliable compared to Schwab etc., so this is a first. IMHO they're surely going to fix this big time.
These days it's a jungle out there, they could have been hit by worse than a DDS, ransomware sounds right..

PS. To clarify: using a VPN makes it appear like you are physically where the node you choose is located, in addition to the security tunneling etc. Since the NY node is up, it means the IBKR servers in NY are up, so if you connect to IBKR via a VPN and choose NY as the location, you should be able to log in and trade.

 

[cusetownusa]

It’s not all green pastures when it comes to “less regulations” in Texas. Tesla still cannot do direct sales in this stupid state.

I hope the burgeoning Tesla investment and job creation in Texas can help to change that.

NYS still has stupid laws restricting Tesla from opening more Sales locations which is extremely frustrating. The closest Tesla Sales Center is over 4 hrs from me each way.

As far as Texas is concerned, how will the rule against direct sales work once the Texas factory starts spitting out cars? Would look extremely stupid if they are forced to ship the cars out of State for people within the State to go purchase to bring back into the State.

 

[WarpedOne]

On days like these I feel compassion for all those poor market makers selling what they don't own...

Not a bit.

 

[phantasms]

If Tesla keeps going like this my wife and I are going to book a cruise to Antarctica.

I think it would be fun if we could get a dozen people (or more) from TMC to go along.

I have met quite a few Tesla fans and they are more interesting than the general public.

It would be a great once in a lifetime adventure with great people and a reward for spending all these years watching the fud and holding Tesla.

Just thought I would plant the idea and see if anyone else thinks it's a serious interesting idea.

I, who live right on the boarder of CT in Northern Westchester, would be interested depending on COVID/timing/life etc.

 

[lafrisbee]

3110
622x5

 

[Nocturnal]

Some hints about Model Y sales growth.

The Tesla Model Y’s quiet domination is becoming evident amid TSLA’s Q4 push (teslarati.com)
In a statement to clean energy news outlet CleanTechnica, EVANNEX co-founder and president Matt Pressman remarked that so far, about 70% of the orders they have been receiving lately are for Model Y aftermarket products. Granted, this is a very rough estimate, but the wave of Model Y aftermarket product orders does suggest that the all-electric crossover may already hitting its stride in the United States. The news outlet followed up on the topic with a Tesla salesperson, and the employee reportedly remarked that Pressman’s estimate seemed about right.

 

[mejojo]

IIf we get to the $1k+ promised land by Xmas, which I think very unlikely but possible, I’ll liquidate everything, buy shares with about 80% and switch to something like the wheel strategy (and happily pay massive taxes in 2020).

Again, not an advice, just illustrating my point with my positioning and strategy, which I consider extremely aggressive at the moment.

I assume you mean you will liquidate some and exercise some? I am in a similar situation with lots of Jan DDITM options (360-420) and wonder what your strategy will be. Sell higher and exercise lower or vice versa? It would seem exercising the lower would be the way to go, but I don't know.

 

[skybluecgreen]

If Tesla keeps going like this my wife and I are going to book a cruise to Antarctica.

I think it would be fun if we could get a dozen people (or more) from TMC to go along.

I have met quite a few Tesla fans and they are more interesting than the general public.

It would be a great once in a lifetime adventure with great people and a reward for spending all these years watching the fud and holding Tesla.

Just thought I would plant the idea and see if anyone else thinks it's a serious interesting idea.

Would have more luck with a cruise to Iceland if you want a group from here to join

 

[H Mak]

Cheers Longfellows!