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

[Buckminster]

Lordstown Reveal:

What are we looking at on the hub motors? Surely not the actual windings? Is that the stator or rotor?

 

[EVCollies]

Tesla gets Burger King to pay for their advertising.

Tesla's autopilot confused a Burger King sign for a stop sign. The fast food chain turned it into an ad.

Looking at the steering wheel appears to be a roadster. I would hope the roadster might find more upscale eating opportunities.

 

[StarFoxisDown!]

Lordstown Reveal:

What are we looking at on the hub motors? Surely not the actual windings? Is that the stator or rotor?

It's like they took the Rivian truck(boring but not bad looking at all) and smacked it with an ugly stick........maybe smacked it like 3 times

Based on the announced specs today, that thing is DOA

 

[Steve m]

Doesn't matter because advertising doesn't sell cars.

Or FSD software.

Or anything really.

I see it as Burger King saying you ether are driving a smart car or not. Who wants to be driving a dumb car?

 

[Artful Dodger]

Lordstown Reveal:

What are we looking at on the hub motors? Surely not the actual windings? Is that the stator or rotor?

Well, if those ARE hub motors, it means Ford has made ZERO technological progress since the SEMA show in Fall of 2008.

 

[Steve m]

I credit the entire price rise to #AutoPilotWhopper

 

[Tim S]

Nice finish. Closes at HOD. +$25

 

[Curt Renz]

Nice finish. Closes at HOD. +$25

 

[UnknownSoldier]

how big is your hedge in term of your long position?

Small. You don't need a big hedge position to effectively hedge shares as it turns out. A wise man at WSB once told me that shares are "options that never expire, with a delta of 1". So really I took an absolutely tiny position in the lowest strike OTM SPY puts I could buy, they literally costed me $0.05 a contract, if there is a crash they will launch into orbit because of VIX spiking. I did the same thing in January.

 

[RobStark]

It's like they took the Rivian truck(boring but not bad looking at all) and smacked it with an ugly stick........maybe smacked it like 3 times

Based on the announced specs today, that thing is DOA

$52.5k with 250 epa range with $7500 credit x 200k

$40k Cybertruck is ~2 years away $50k Cybertruck is ~1 year away ( after Endurance 1st delivery).

Fleets can start saving money Jan 2021(pending homologation)

 

[wipster]

Coulda been worse...

 

[oldTAVguy]

Small. You don't need a big hedge position to effectively hedge shares as it turns out. A wise man at WSB once told me that shares are "options that never expire, with a delta of 1". So really I took an absolutely tiny position in the lowest strike OTM SPY puts I could buy, they literally costed me $0.05 a contract, if there is a crash they will launch into orbit because of VIX spiking. I did the same thing in January.

could you go into greater detail?

 

[Ipe]

Yeah, TSLA spent about 15 min below the Middle-BB (~$946.95) from 09:37 to 09:52 ET.

Paging @Boomer19

View attachment 556250

... but T/A is B/S, amirite?

Cheers!

During which time my buy order @941 triggered as planned. Thanks for the excellent not-advice, Lodger!

 

[wipster]

Even worse! No wonder they are mute on round trip energy efficiency for their storage scheme.

Curious, did they try Slinkies first?

https://www.discovere.org/sites/default/files/A Sample of Slinky Science_0.pdf

This compressed air scheme is guaranteed worse than hydro pumped storage.

Cheers!

Why not create a big mechanical stomach, feed it a lot of beans, and drive a turbine with fart power?

/s... or is it?

 

[UnknownSoldier]

could you go into greater detail?

This isn't WSB if you want a strike and expiration, I bought SPY 25P 1/15/21 at a notional price of $0.05 a contract. I literally don't care if they go to zero, because if that happens I'll be rich anyways from the market going up. The cheapest insurance known to mankind.

 

[Artful Dodger]

Looking at the steering wheel appears to be a roadster. I would hope the roadster might find more upscale eating opportunities.

No, that's the 3rd-party steering wheel offered by Youtuber Matt Schumacher from the channel "Tech Forum":

P.S. I've known Matt for over a decade through the EV bicycle forums at "EndlessSphere.com". He's a good man with a CNC Mill, offers his own custom reduction drives to adapt RC Outrunner motors for electric bikes.

Cheers!

 

[Nocturnal]

Some decent info out about the proposal for TeraAustin. 4.5 million sq feet, 5k employees. Source seems backed by the livestream video from the hearing.

 

[EdKan]

So, a couple of days ago TSLA closes at just under 1002. Then over 2 days we get lots of apparently negative news stories. Today it sinks to about 940. And then remarkably rises to 985. Would I be far off the mark thinking that institutions shook out the weak longs for a couple of days before filling up their positions? If that's true, then there could be upward momentum from here?

 

[EVortex]

TSLA has had strong support at the Middle-BB since April 6th, 2020. With no news, that's not going to change. Tomorrow's the bounce, IMO.

Wow, you called it Artful Dodger! Nice bounce today - thanks for your insight.

 

[capster]

Indeed, this is the bottom of a classic 'swing trade'. TSLA will open at or near the Middle Bollinger Band tomorrow morning (~950ish), which will lead to a wave of technical buying.

TSLA has had strong support at the Middle-BB since April 6th, 2020. With no news, that's not going to change. Tomorrow's the bounce, IMO.

View attachment 556075

Cheers!

Ya know, I’m beginning to see the appeal of this Bollinger Band thingy and not just ‘cause it’s named after a nice champagne.

Mmmm Bollinger, maybe I should pick up a couple of bottles in the near future.