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

[corduroy]

The couch is getting tapped out so had to resort to other tactics. Sold a put an bought some shares @ $612.

 

[mltv]

Could be because of NIO chip shortage affecting the EV market: Nio falls 8% after chip shortage leads to production halt and lowered delivery guidance

 

[asburgers]

Is there really such a thing as being too concentrated in TSLA? Really? *shakes head no*

I want to stop feeling like Chamath did a few weeks ago.

Hold me.

 

[Nocturnal]

To be fair, we’ve been saying that for two months now

My estimate is 2-3 months.

 

[Big Time]

I should have figured a Moodys upgrade would send the stock -3%.

bought 1 share.
3 shares away from my Tesla share goal

 

[bkp_duke]

Infamous sofa shaken. 8 more shares added. I'm tapped till I sell some more covered calls.

 

[Mike Smith]

I should have figured a Moodys upgrade would send the stock -3%.

bought 1 share.
3 shares away from my Tesla share goal

It got buried under the more important news - that Elon has to delete a tweet from 2018

 

[2daMoon]

What charger ? I am doing most of my charging from a stove-plug (NEMA6-50).
Tesla has adapters for all kinds of plugs, such as RV, dryer, stove etc. outlets.

The car itself could track the data and report it to the supplier so that the bill for that charge includes tax for roads.

Unless you are also using a homemade EV, hacked together from whatever was left after hacking together the low-amp charging solution.

 

[tcoombes]

I thought I was doing well to buy the MMD at $630.93 with remaining dry powder. Oh well, that's Teslavida.

 

[Drumheller]

I have an open buy order for one share in my HSA account at 598.89, because that is all of the available funds in that account.

So, safe to say the bottom will be 598.90.

 

[woodisgood]

Saving last bit of dry powder for P/D report. Hoping I won’t get to use it but I hate the feeling of not being able to do anything on the stomach-churning drops.

 

[dl003]

This price action seems as though TSLA is going to deliver 130k or less this quarter. I call BS. Ships to EU did not slow down. China sales still strong.

 

[AimStellar]

750 × 573

 

[phantasms]

Yeah, again, anyone worried about short term price movements on TSLA should check out Troy's Patreon. My guess is that's why the stock is taking a hit. You can guess from there. I haven't sold a share.

 

[MTL_HABS1909]

TSLA looks like it is decoupled from macros and green energy today. However, it is moving in lockstep with Nio, which reduced 1Q guidance due to chip shortage.

And that’s when we realize that NKLA has been playing 4D chess all along. Their stock is up because part shortages can’t affect you if you aren’t making anything.

 

[TheTalkingMule]

So how about those $700C

Up ~5% overall thankfully, selling a few back at $17.75 Monday was a lifesaver. Now I'm building up next weeks pile super cheap. A little annoyed I didn't realize it was a short week but whatever.
My assumption is I can take the same path next week offloading a bit on Monday for a haul and then leave the rest to YOLO. Perhaps just sell it all Mon/Tues if SP drifts up to $650/675

The chatter here the last 24hrs has convinced me to target Jun $800c's rather than try to keep timing this snap back weekly. If they go down enough I may quit buying weeklies after next week and shift my attention entirely to June. 800's are at $22 and falling.

Making mild mistakes and hopefully learning.

Biggest takeaway from this week is to be content with a Monday win and don't try to resqueeze the same lemon. If you're right once, don't fall in love with that same contract. In retrospect if I had just sold everything Monday for 3x, I coulda waited til today to do the same thing all over again.

Thank you for your support.

 

[Discoducky]

This price action seems as though TSLA is going to deliver 130k or less this quarter. I call BS. Ships to EU did not slow down. China sales still strong.

Can we assume that Tesla is not being harmed by this Suez Canal blockage?

About 12% of global trade passes through the canal, which connects the Mediterranean Sea to the Red Sea and provides the shortest sea link between Asia and Europe.

 

[Nocturnal]

My accountant needs to get off her behind and finish my taxes. I need to know if I have any extra capital to buy this painful dip or not. Couches were sold off weeks ago.

 

[asburgers]

Did Troy lower his Q1 estimates again or something? I don't subscribe to his patreon

Ok I signed up. It's $5 a month to get his insight and reward the man for his work.

 

[Huskyf]

any negative news leaked out , breaking when all indexes up ?

YES this stupid blog call Eletrek by a stupid writer Fred about tweet and SEC