TheTalkingMule
Distributed Energy Enthusiast
It's pretty clear Tesla 2022 production will just about meet Elons expactations from before the covid shutdown in Shanghai. We're chip constrained, any lost production can be caught up throughout the year.
With 2Q almost certainly having a higher ASP than 1Q, what's to worry about? Maybe production will be a bit higher or lower, but there's no more debt to pay off and potentially TONS of S/X in the mix for 2Q.
That's why I've sold all my shares and moved to LEAPs/calls/cash. I think SP goes to $1550 any day now, but if it doesn't I'm still leveraged and have cash to buy more call/LEAPs while we play chicken.
Meanwhile, the TSLA options market will go bananas, with retail investors in the other thread selling BPS all summer making a safe killing. Something's gotta give real soon.
With 2Q almost certainly having a higher ASP than 1Q, what's to worry about? Maybe production will be a bit higher or lower, but there's no more debt to pay off and potentially TONS of S/X in the mix for 2Q.
That's why I've sold all my shares and moved to LEAPs/calls/cash. I think SP goes to $1550 any day now, but if it doesn't I'm still leveraged and have cash to buy more call/LEAPs while we play chicken.
Meanwhile, the TSLA options market will go bananas, with retail investors in the other thread selling BPS all summer making a safe killing. Something's gotta give real soon.
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