Yes, of course, I worded my post very badly! I cannot early exercise long options is what I meant
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
And you don’t even realize you just activated beta FSD V10 in your car by pressing that button!
go into your car right now to take FSD footage right now!
I'm not dis/agreeing with service being an issue, however if you had to rate it as a percentage of the following - how would you rate it?
- ramping current Gigafactories
- working out issues with 4680 production
- getting FSD working
- ramping dojo
- Scaling solar-roof
- rolling out the supercharger network
this is SICK because the pricing formula for American options includes a premium for the fact that they are exercisable any date before expiration. I.e., your broker denies you a right that you implicitly paid for in the market.
Have you ever tried calling your broker?
If you buy the options in Europe, you are subject to European options rules which prohibit early exercise.
Wrong ..
I am in Germany and this is no problem.
TL;DR - (But I'd recommend the article) - Traditional auto makers don't like to innovate in things they don't understand like 'computery-thingys' and it is going to keep hurting them for at least another 6 to 12 months.
Longer version - This article sums up pretty well why traditional auto is really hurting now as these ancient chips used to be high gross margin items and when they stopped ordering, due to the pandemic, it appears that the chip makers shut down and/or moved the capacity to other chips (like IoT devices for home electronics) from the old fabs to save money.
So they are forced to do super scary things like redesign a new circuit board (oh the humanity!) and recertify that new board design (OMG!). Most likely these new boards won't be redesigned by the auto makers themselves as they don't employ those kinds of engineers, and yes, they are hard to come by even if you know what you are looking for. They'll need to outsource the changes and I wonder how those 3rd parties are going to be able to react? Actually I don't wonder, I know, and it isn't pretty. Massive delays could be greater than 1 year for these critical parts. I know it sounds long, but that is **IF** the 3rd parties move quickly.
And this is the icing on the cake...
"As a result, as many as 9.4 million cars, or more than a tenth of the industry’s pre-pandemic output, could be eliminated from production plans, according to market research firm AutoForecast Solutions.
“Because of a 50-cent chip, we are unable to build a car that sells for $50,000,” said Murat Aksel, head of procurement for Volkswagen Group, during a press briefing in Munich last week.
If semiconductor suppliers like Intel and Qualcomm have their way, however, the days of the auto industry relying on these cheap commodity chips are numbered."
Fortune: Chipmakers to carmakers: Time to get out of the semiconductor Stone Age.
fortune.com
Longer version - This article sums up pretty well why traditional auto is really hurting now as these ancient chips used to be high gross margin items and when they stopped ordering, due to the pandemic, it appears that the chip makers shut down and/or moved the capacity to other chips (like IoT devices for home electronics) from the old fabs to save money.
So they are forced to do super scary things like redesign a new circuit board (oh the humanity!) and recertify that new board design (OMG!). Most likely these new boards won't be redesigned by the auto makers themselves as they don't employ those kinds of engineers, and yes, they are hard to come by even if you know what you are looking for. They'll need to outsource the changes and I wonder how those 3rd parties are going to be able to react? Actually I don't wonder, I know, and it isn't pretty. Massive delays could be greater than 1 year for these critical parts. I know it sounds long, but that is **IF** the 3rd parties move quickly.
And this is the icing on the cake...
"As a result, as many as 9.4 million cars, or more than a tenth of the industry’s pre-pandemic output, could be eliminated from production plans, according to market research firm AutoForecast Solutions.
“Because of a 50-cent chip, we are unable to build a car that sells for $50,000,” said Murat Aksel, head of procurement for Volkswagen Group, during a press briefing in Munich last week.
If semiconductor suppliers like Intel and Qualcomm have their way, however, the days of the auto industry relying on these cheap commodity chips are numbered."
Fortune: Chipmakers to carmakers: Time to get out of the semiconductor Stone Age.
Chip makers to carmakers: time to get out of the semiconductor Stone Age
Intel, Qualcomm try to wean auto companies from dependence on obsolete technology
Off-topic, but the market is closed on Saturday, and SpaceX is headed by Tesla CEO Musk.
The SpaceX three-day orbital mission with only four space tourists (non-professional astronauts) is de-orbiting for splash-down off the coast of Florida at 7:06 pm EDT.
The SpaceX three-day orbital mission with only four space tourists (non-professional astronauts) is de-orbiting for splash-down off the coast of Florida at 7:06 pm EDT.
Please don’t put too much faith in “Max pain“ It isn’t a very dependable mechanism of stock price movement I see max pain discussions have been increasingly dominating this thread lately, and I did wonder how many people were making short term investment decisions based on It.
if profitably investing using Max pain was something that actually worked consistently the world would be awash with “max pain” billionaires and everyone would be doing it. There is a reason that isnt the case.
Krugerrand
Meow
while watching the finale of AGT*
How do you get future customers for an industry that didn’t exist until now?
Show them the products in use and stream it.
Amazing.
Edit: Congratulations SpaceX team, on making another step towards fulfilling your mission! Colonize Mars!
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Krugerrand
Meow
Once again bragging rights about being *first* is out done by the guy and company who have the sincerest and purest motives.
Done. Hopefully you don't want 5 minutes of your life back after reading it....Can u perhaps poke your head into the options wheel thread and share your strategy/advice?
Wiki - Selling TSLA Options - Be the House
Can you really get assigned in the AH trading? The few times I tried to look this up, only closing price matters. Yes. Watch the video about 30,000 loss above. 4:30 is the cut off time for asking for assignment. Like today if the price would have gone to 762 between 4 and 4:30.
teslamotorsclub.com
Don’t let the word get out. It will embolden the drivers of Porsches, Corvettes, Challengers, etc. to get their token "Smoked a Tesla" medal.
Clever trick SpaceX and St. Jude. Got me to donate twice.
The ICE guys don't really race Teslas anymore. In general they kind of pretend we aren't there, like there's a car-shaped hole where a Tesla is.
However your average Tesla driver also never challenges, because we already know what we've got and don't need to prove anything to anyone.
That staging lot in Shanghai is gigantic...
I don’t challenge. I just leave them in the dust.
7 days in chill mode makes one weak.
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