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

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Earnings preview with consensus estimates etc.

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"Overall earnings estimates have been revised higher since the company's last earnings release"

Umm... I don't think that is true. Today the EPS is $1.73 per the article linked above, on April 20th 2022 Tesla released it's last earnings and the estimated EPS was about $2.34 per my link on April 21st: Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

$1.73 is not higher than $2.34

If the article is going to lie about something so simple that can EASILY be fact checked, what else are they going to lie about?
 
not quite OT, tangential to TSLA as all the vehicles in loop are made by Tesla.

Anyway this interview has two interviewers interviewing 1 head of a casino and 1 Vegas official. All of the above speaking glowingly about the Loop as is and as will be.

a recent event had 5,000 trips at $1.50 a piece in 3 days with all positive reviews.

first 22 mins is about Loop

 
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GLJ manufacturing FUD and Trolling Martin Viecha
He shows less than 90k units sold in Q2 in the US while Automotive News estimated 118,700.


Automotive News Q2 Numbers Here
Apparently I insulted him by asking if he will get any dumber this year. I thought it was a fair question.

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Despite a sluggish first half for automakers (GM, VW, and Mercedes), they continue to reiterate end of year vehicle production targets. They all seem to believe chip and other supply related issues will ease enough that strong growth in the second half of the year will allow them to hit their targets. Toyota is one of the automakers who thinks they will continue to see supply issues affecting them into 2023.

I find this to be a bullish indicator for Tesla and look forward to Q2 earnings where we will hopefully hear about current annualized production rates. I hope we get some more info on production targets for Q3 and Q4 too.
 
13,516 $800 contracts represents $1.08bn if exercised. I'm seeing about $4.30 for the Friday price of those, thus ~$58,120 to control a bucketload. Heh. Somethingo_O makes me sense there may be another - or several other - sides to those trades.
That’s the total daily volume for that contract. It’s hard to tell how many of those trades were short or long. Volume for puts at $700 was also above 13,000.

I wouldn’t think too much of the volume at a single strike, and I’m not sure why they are including it with the earnings preview.

However, the options flow this week for contracts sold above the ask was slightly bullish.