These questions come from a place of inspiration. No one cares what other CEOs are thinking because most are bean counters. But when you have a Steve Jobs or Elon Musk, it's best to extract as much as they are willing to share as the information may drive humanity forward.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Keeping busy... trying to ignore SP. (Hard) Did not sell anything.
Need to keep busy...
Need to keep busy...
Thomas Peterffy, founder and chairman of Interactive Brokers (IB) interview on CNBC:
His Points:
- Tesla is the biggest holding for his customers
- These investors didn't sell even though Tesla was down more than 10% for the month
- Many held for years and have huge gains and don't want to sell for a very very long time, like the next 10 years
- They gave reasons: Elon can get the brightest engineers, Tesla developing other techs such as robots.
- Option volumes are just incredible.
- (1:50 mark) Many IB customers who did well during well during these uncomfortable times are those that focused on company specific events and used vertical options spreads.
- Many option trading customers changed from simple options to spreads to limit risks (and profits) and working out extremely well for more and more customers.
www.cnbc.com
His Points:
- Tesla is the biggest holding for his customers
- These investors didn't sell even though Tesla was down more than 10% for the month
- Many held for years and have huge gains and don't want to sell for a very very long time, like the next 10 years
- They gave reasons: Elon can get the brightest engineers, Tesla developing other techs such as robots.
- Option volumes are just incredible.
- (1:50 mark) Many IB customers who did well during well during these uncomfortable times are those that focused on company specific events and used vertical options spreads.
- Many option trading customers changed from simple options to spreads to limit risks (and profits) and working out extremely well for more and more customers.
Tesla investors are committed to the company for the long-term, says Interactive Brokers' Peterffy
Thomas Peterffy, founder and chairman of Interactive Brokers, joins CNBC's 'Squawk Box' to break down January's volatile market action ahead of the last trading session of the month.
Artful Dodger
"Neko no me"
Lol, today's Close missed the MA(10) by exactly TWENTY-NINE CENTS. Wedgies! So predictable, lol.
Cheers to the Longs!
Krugerrand
Meow
Or just apologize.
Thomas Peterffy learns this base on his IB data. People have been calling us cult for a decade now.Thomas Peterffy, founder and chairman of Interactive Brokers (IB) interview on CNBC:
His Points:
- Tesla is the biggest holding for his customers
- These investors didn't sell even though Tesla was down more than 10% for the month
- Many held for years and have huge gains that don't want to sell for a very very long time, like the next 10 years
- They gave reasons: Elon can get the brightest engineers, Tesla developing other techs such as robots.
- Option volumes are just incredible.
- (1:50 mark) Many IB customers who did well during well during these uncomfortable times are those that focused on company specific events and used vertical options spreads.
- Many option trading customers changed from simple options to spreads to limit risks (and profits) and working out extremely well for more and more customers.
Tesla investors are committed to the company for the long-term, says Interactive Brokers' Peterffy
Thomas Peterffy, founder and chairman of Interactive Brokers, joins CNBC's 'Squawk Box' to break down January's volatile market action ahead of the last trading session of the month.
Going to have to have some parental controls on the DoJo button. Grandson got grounded for “acquiring coins/tokens on Roblox” without realizing it was automagically charging his uncle’s credit card. Back on topic, the concept of an app store is amazing from a profit potential.
Having thought about Optimus Prime for a few days I think there are two key things that need to happen for it to be a success:
1. a small number of applications with limited scope but which can be replicated to millions of units.
2. the ability for ordinary people who are not machine learning experts to train the bot.
For example a bot pet (robo-dog) for the elderly.
Having a pet (particularly dogs) is well know to have benefits for elderly people, taking them for walks gives them regular exercise, looking after them a sense of responsibility for something dependent on them and companionship for seniors who are often on their own for long periods of time. Seeing-eye and assistance dogs help those with sight problems and those with mobility issues.
But pets are not without problems, I know several elderly people who have given up keeping pets when looking after them became too difficult, or when a pet died to considerable emotional distress and was not replaced, or when the cost of looking after a pet became too much. Pets also have considerable adverse environmental consequences.
A solution could be robo-dog, it is a limited scope application, with potentially hundreds of millions of units world-wide. They needs to be able to navigate house, street and field environments, obey simple commands and react to their owner's emotional and behavior queues, they need a personality. Being able to be trained by their owners and given specific abilites (from OTA updates) for new skills and tricks allows them to become more useful over time.
ByeByeJohnny
Active Member
Didn't someone do the math on this on the shares he just vested and sold?
As I remember the tax goes up with a higher SP but so does the price he gets for the shares he sells to pay the tax. What the SP is doesn't matter much for how many shares he has to sell.
The plan expires in August, so Elon gets it at the last possible moment if Q1 and Q2 (* see below) post 30%+ margins. Cybertruck timing was likely never a factor, even with original plan.
*Exact wording: "Gross margin of 30% or more for four consecutive quarters" so not TTM, and also assuming it's being applied to the automotive sector only including carbon credits.
Given this award is 1/3 the size of a 2018 tranche and Elon being Elon, I doubt it is a factor in the business decisions.
Classic thread: The 2012 CEO grant
Artful Dodger
"Neko no me"
Nah, the CYNICAL you might suggest that NABU prevents Giga Berlin from beginning production until 2022H2.
Cheers!
I'd rather Elon focuses on Tesla's business, not to spend time to fulfill a random stock holder's curiosity. Yes, it's Tesla's achievements as a business, not these distracting questions, that will drive humanity forward.
I like the way you think!
Although what you say above may indeed turn out to be true, I think the “AI Platform“ terminology used above is more likely to be describing a platform that Tesla itself will use to build multiple different products. That being FSD in cars, Optimus OS, Tesla vision recognition as a service etc (basically any product Tesla will make in future that uses AI vision). Tesla home security cameras with Vision AI would be pretty good I imagine, especially when paired with Optimus.
Platform can be for BOTH its own products, and as a platfrom for 3rd party products to build on top of.
Good example of this dual use case is iOS from Apple - Apple itself uses iOS as a platform for nearly all of its hardware product lines (iPhone, iPad, Watch, AppleTV, Homepod, upcoming AR glasses etc - and iOS was born from OS X, now called MacOS, which powers the Mac), and it is also of course the basis for 3rd party apps running on those products.
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I think Elon is completely uninterested in the share price. He pays the same amount (in shares) for income taxes no matter what the share price.
He probably would prefer a slow steady rise in share price as that makes employee stock options more predictable, a split helps employee stock option grants and execise.
I recently got my 2 daughters investing in Tesla. I gave christmas money to one, and birthday money to the other. Only enough to buy a handful of shares (literally). They have decent jobs but only earn enough to pay the bills, not save. I showed them how to open a broker account, transfer the money in and how to set a limit order. They liked being Tesla shareholders and its nice that they now had a personal interest in this company that their Dad keeps banging on about.
And then came last week.
I always buy Tesla on the dips. Always have, always will. And last week was one BIG dip. I was about to buy more when I suddenly thought, why not give them the money so they can buy more rather than me? To be honest I have quite enough already.
They were thrilled, because it was so unexpected. No christmas, no birthday, completely out of the blue. A selection of the messages from them:
"Dad this is so exciting, you're the best"
"What do you think I should set the limit at?"
"I got them - weeeeeeeeeeeee!"
"Hey Dad I'm the Wolf of Wall Street"
Best Dad in the world status secured I think. And without the dip none of it would have happened.
p.s. the price went down further so I couldn't resist buying a few more for myself
Artful Dodger
"Neko no me"
Tesla's gross margins and profitability are ahead of everyone, says Mizuho analyst | CNBC on Youtube
Vijay Rakesh from Mizuho Securities:
Cheers!
It's how he gets free marketing. Everything he says end up on MSM.
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