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Wrong.

Proof by counterexample: me.

People disagreed with your post?!?! Clearly being unable to recognize humor, I guess that's proof of them being ... * * ... damn, I can't come up with anything that someone wouldn't find racist/insulting!?! :(

Edit: That's a testament to the diversity of this forum.
 
Easy : throw some batteries and a motor together and build a car
Hard : making this car inexpensive, reliable, efficient, and attractive to consumers. Scaling production. Making money on each car.

Even designing and building an unreliable, inefficient, overly expensive car that is unattractive to consumers requires the expertise of hundreds of mediocre engineers, designers, production and supply chain specialists, etc. It is definitely not easy or cheap.

This is what makes Tesla's achievements stand out even more.
 
I’m sure this has been discussed either here or on Twitter, but what’s the current estimate for how many shares were purchased to delta-hedge all the 12/18 and 12/24 call buying?
Paging @generalenthu and @FrankSG


I estimate around 14 -17 million shares equivalent in options exposure at these prices. For those 2 series assuming about a 60% factor. Obviously, that exposure is price dependent.

On a spike, that could go to 40 million or so. I am starting to think the trading next week would continue to be bullish as the overhang of what looks like a local peak in options exposure goes away. It is possible index funds will be unable to get their fill by the end of the week.

A continued rise post inclusion will trigger an active funds FOMO into year end and early Jan. Am liking this setup quite a bit short term. Everyone is expecting a post inclusion dip, and I think markets have a surprise in store for them.
 
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Expect Monday FUD on Tesla fires. Lora Kolodny responded to this Twitter thread, but I haven’t seen anyone report on it yet. https://twitter.com/_subia_/status/1337941609086906369?s=21

Edit: this happened back in November but the account has put out several tweets since then and gotten more attention today.
 
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People disagreed with your post?!?! Clearly being unable to recognize humor, I guess that's proof of them being ... * * ... damn, I can't come up with anything that someone wouldn't find racist/insulting!?! :(

Edit: That's a testament to the diversity of this forum.

I just assumed the disagrees were because the joke was bad, which it was. Which is another layer of funny.

I'm tempted to spell out the joke, but that would ruin the infinitesimally small amount of funny that it is.
 
I agree with this analysis. I think the extended downtime (beyond typical S/X shutdown) will be used for some upgrades to the line / vehicles, but I think 4680s are unlikely at this point - though as you point out, not outside the realm of possibility.
Plaid S configuration( "late 2021")is available for $140 K has that always been there?
(I usually never look a the S configuration page but I am now thinking about perhaps buying a 2021 " refreshed S").
 
Does it seem reasonable to expect a smoothing effect on the SP upward trajectory going forward?

No. Tesla will be a volatile stock as long as they are innovating rapidly and expanding production at ever increasing rates.

I've learned it's best to embrace volatility rather than dread it. It's a little like Pavlov's classical conditioning drooling response that a dog has to the anticipation of tasty food. My most profitable holdings (by far) have always been my most volatile holdings. And I like to drool so I view a sharp drop as just the precursor to my next big opportunity to drool. Those who try to maximize the drooling by selling high and trying to buy back at a lower price inevitably miss out on some of the best drooling! :)

Honestly, big drops were once gut-wrenching affairs. Now I actually like them (assuming they are not drops caused by actual fundamental negatives). It's a conditioned response. I'm more troubled by high tops because they signal the best drooling opportunities are coming to a (temporary) close. I'm being serious here.
 
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The really interesting thing is there were a few posts on the teslamotors subreddit aksing where he went (he deleted his account.) All the posts asking about him were deleted.

I believe this is everything he leaked about the refresh:

\- Visually, the S will look like a mixture of the current S and the new Roadster

\- More than two interior screens

\- Same acceleration/range specs as Plaid (this confused the leaker because he was not privy to Plaid S before it was unveiled and wasn't sure how that would affect the refreshed S he or she knew about.)

\- Coming in Q1

This line shut down seems to all but confirm the refresh is coming. Would be epic if Tesla opened up orders for the new S this week. Stonks...!

I doubt they’d open up orders during Q4 - guaranteed that a lot of currently scheduled deliveries would be cancelled.

From Frankfurt Chamber of Commerce (IHK):

The retail sector will be closed from 16 December 2020 until 10 January 2021, with the exception of food retailers, weekly food markets, direct marketers of food, pick-up and delivery services (food), beverage markets, health food shops, baby shops, pharmacies, medical supplies stores, drugstores, opticians, hearing aid dispensers, petrol stations, gas stations, bicycle repair shops, banks and savings banks, post offices, dry cleaners, laundries, newspaper sales, pet shops, feed markets, Christmas tree sales and wholesale. The sale of non-food products in the retail food trade which are not part of daily needs may also be restricted and may under no circumstances be extended. The sale of pyrotechnics before New Year's Eve will be generally prohibited this year.

Unless Tesla can claim to be wholesale, then they need to close their stores. Not sure how contactless home delivery might be viewed?

It’s worth looking back to see how they managed during the last EU shutdown. I seem to recall deliveries taking place. Anyone remember offhand?

Plaid S configuration( "late 2021")is available for $140 K has that always been there?
(I usually never look a the S configuration page but I am now thinking about perhaps buying a 2021 " refreshed S").

Yes - since announcement.
 
Even designing and building an unreliable, inefficient, overly expensive car that is unattractive to consumers requires the expertise of hundreds of mediocre engineers, designers, production and supply chain specialists, etc. It is definitely not easy or cheap.

This is what makes Tesla's achievements stand out even more.
I just had a 2 hours discussion today with a guy I used to work with because he said he thought TSLA would only get to $800 by 2025 and didn’t believe if would go more as he was reading articles quoting Wallstreet analysts saying TSLA was overvalued and said as soon as GM, Ford and VW decided to go full electric, they would be more profitable than Tesla because they had all the technology from decades to make good and reliable cars.

this is what months and years of reading FUD article of misinformation does.

Now, everybody thinks making an efficient, reliable, performance EV is as easy as walking down the ICE engine assembly line of a plant and tell the guy, switch this line to battery and electric motor assembly line by tomorrow!
 
Now, everybody thinks making an efficient, reliable, performance EV is as easy as walking down the ICE engine assembly line of a plant and tell the guy, switch this line to battery and electric motor assembly line by tomorrow!

It sounds like this would work fine as long as the supervisor remembers to tell them, "Oh, and don't forget, the red wire goes to "+" and the black wire goes to "-". Anyone who forgets that is fired!" o_O