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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Knightshade
Well-Known Member
Holy - this makes it sound like all of Vegas proper's "people mover" system can be done in 2021.
Given the # of approvals still needed, and the fact they'll be working for a slew of different teams for the various stops (since it appears each of the casino stops is partly funding by that casino they're obviously gonna have a lot of input- ditto if they actually get permission to go to the airport, something the monorail never managed in many years of trying) I find that...unlikely.
The actual digging part isn't gonna be what slows this down.
j6Lpi429@3j
Closed
OMG. Elon replied to my tweet. Achievement unlocked!
Knightshade
Well-Known Member
FSD is a thing you can buy right now. (and has been for years)
The subscription gives you that thing on a subscription basis.
No button needed.
Now, it won't make much sense for EAP owners to get it (other than maybe HW3 depending on the terms).... but for basic AP owners FSD adds a bunch of features right now, today.... autopark, summon both basic and advanced, NoA, auto lane changes, stop sign/light response, etc...
It’s an aspirational button.
j6Lpi429@3j
Closed
I've been discussing cars with some taycan owners and people waiting for one and... omg. Its like a reality distortion field around these people. The Taycan MUST be better than the model S because... I dunno... reasons?
I'm told very clearly by them that the taycan is the same spec but you get a much higher quality car for a bit more money.... when the specs are not VAGUELY comparable (the taycan is laughably inferior in many metrics), the taycan has no supercharger network, and no OTA updates, and the price is stupidly higher...
And when i point out the vast difference in top spec WLTP ranges, I am assured that it is 'common knowledge by everyone' that tesla overstates their range and porsche understate it...
the WLTP figures...
MUST be wrong!
And if they are wrong, it must be tesla who lie, and porsche (part of the VAG mess who should be imprisoned for lying about dieselgate) who are just being super chivalrous and modest and understating...
What drugs are people on that they swallow all this? honestly feel sorry for people whose blind hatred (i suspect mostly jealousy) of Elon Musk is so strong that they believe all this crap. If this is the kind of lies and hand-wavey nonsense that people are having to resort to in order to buy a taycan, it makes me think the plaid is going to absolutely vaporize the profits of the 'luxury' car makers. Its going to cost a LOT of media-bribes to get people to keep parroting this FUD.
I'm told very clearly by them that the taycan is the same spec but you get a much higher quality car for a bit more money.... when the specs are not VAGUELY comparable (the taycan is laughably inferior in many metrics), the taycan has no supercharger network, and no OTA updates, and the price is stupidly higher...
And when i point out the vast difference in top spec WLTP ranges, I am assured that it is 'common knowledge by everyone' that tesla overstates their range and porsche understate it...
the WLTP figures...
MUST be wrong!
And if they are wrong, it must be tesla who lie, and porsche (part of the VAG mess who should be imprisoned for lying about dieselgate) who are just being super chivalrous and modest and understating...
What drugs are people on that they swallow all this? honestly feel sorry for people whose blind hatred (i suspect mostly jealousy) of Elon Musk is so strong that they believe all this crap. If this is the kind of lies and hand-wavey nonsense that people are having to resort to in order to buy a taycan, it makes me think the plaid is going to absolutely vaporize the profits of the 'luxury' car makers. Its going to cost a LOT of media-bribes to get people to keep parroting this FUD.
He said two weeks a couple of weeks ago. I am getting tired of his predictions. Always excuses. This is getting boring ridiculous.
Elon Time is always going to exist. It is better than it used to be, but he's always going to throw around timelines...
Knightshade
Well-Known Member
Elon Musk on 60 minutes years ago said:
Sub in "FSD" or "Launch our first reusable rocket to Mars" or anything else he (and to be perfectly fair NOBODY) has ever done, and get used to that.
OTOH, when he gives you a date for something they HAVE done before (start production at a new factory for example), he usually ends up coming in AHEAD of schedule, and with a deliverable noticeably better than the last one.
Not to belabor this stuff too much, but apparently Elon made a joke response to Ford's CEO (Jim Farley) with a Chris Farley... Who was Jim's cousin...
I was talking with an associate today and they wanted to inform me that "all" of Tesla's profits were due to energy credits. They said they had just read it?!
I nicely told them they were wrong and tried to correct the misconceptions. Unfortunately, it soon became clear that the FUD out there had inoculated from hearing the facts. Very disheartening for me...
Lora and Niedermeyer are jokes, they are not important.
They are part of the old toxic TESLAQ FUD army, like TeslaCharts. So not exactly nobodies, but S&P 500 inclusion probably took care of their significance. I wondered if ever there would be an investigative journalist uncover the detail of why Lora can spread her misrepresentations and hate on CNBC unopposed, and what the incentives behind the scenes are. Wasn't teslacharts related to a VW employee?
Artful Dodger
"Neko no me"
With the SP at $780 this morning, MMs stood to payout an extra $384M in Options contracts expiring in 2 days.
With the SP at $732 by the Close, MM's payout stood at just $19M extra vs. their minimum payout (MaxPain 715).
I'd say that's +$365M for a hard day's shorting by MMs. Free money.
I would add the fact that we popped through the top of the upper BB pretty good yesterday, and that usually only lasts a few days at the most.i like to have that bigger in my TWS:
View attachment 653792
That are all outstanding options. As every option represents 100 shares you can say "The Market(tm)" has to pay 4.320.000$ to those options-buyers for EVERY DOLLAR over $800 for the 800-calls alone!
Thus it makes sense for sellers to short for some days (current borrow-rate is 0.26% - so basically free) to get the price below & buy back on monday.
A second problem: If you have to deliver on that call you actually have to own those shares! If you have a short-position then maybe the person lending you those shares wants them back - yielding higher rates and other nasties.
The puts are exactly the opposite.
If you calculate the integral over everything "The Market(tm)" has to pay you get those nice diagrams with red "cost of puts" bars left & green "cost of calls" bars right & max-pain in the middle.
But Max-Pain is just an average for "The Market(tm)" and does not include individual institutions.. Gordon may hold onto his $20-puts & skew the max-pain in that way. That is why some of us look at the chart and identify "line of defenses" for those big players. In this case: 700, 730, 750, 800 calls. On the other hand we have also a high number of puts at 800 - where other institutions may be interested in getting the price higher. So the 700s basically cancel each other out, everything below 700 is out of reach & because of the high 800-spike over 850 should be unrealistic.
the 800 puts nearly cancel the 730 calls - so the line should be somewhere between 750-800 according to this theory (more towards 750).
This theory is ONLY valid if
- manipulation is easy (e.g. low volume)
- no breaking news
- macro-assist in the right direction (i.e. macro up/down-movements in the "right" direction get enhanced)
- no crash or similar marketwide things.
At least that is my view of it
hope that helps & clears things a bit up.
LG and Magna reportedly 'very near' to signing deal for Apple Car production - 9to5Mac
According to a report today from The Korea Times, Apple is apparently close to signing a deal with the joint...
9to5mac.com
Make of this what you will.
The media are going to run out of cell provider/manufacturing combo rumors for the iCar real fast, at this rate.
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