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

[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?

 

[tcoombes]

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.

 

[Bunky]

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?

To me it seemed like an attempted bear attack to set a lower floor ahead of Q2 numbers the past couple of days, followed by prevailing bullish movement aided by market makers pushing it towards max pain.

(MHO)

 

[SOULPEDL]

Lordstown Reveal:

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

Unsprung weight matters. This is a quote from Machine Design that says "...becomes more of an issue for off-roading and traveling over rough roads." Source.

"In general, it’s best to have a high ratio of sprung-to-unsprung weight. A higher proportion of sprung weight can then push down on the wheels and tires with more force, keeping them in contact with the pavement or whatever surface they are traveling across. Maintaining contact with the roadway improves handling and traction, and this becomes more of an issue for off-roading and traveling over rough roads.

So as a rule, designers try to minimize unsprung weight to improve handling and steering. That’s why hot-rodders and auto enthusiasts invest money in alloy wheels —to reduce the unsprung weight and make steering more precise. Lighter wheels and tires also mean it takes less energy to spin them or bring them to a stop, but this has nothing to do with sprung and unsprung weight.
​

Not to mention beating your motors to death. I thought it was a joke... not.

 

[Singuy]

Reporting from Central FL.

I convinced my friend who has EAP to purchase FSD because it's on sale. He set up an appointment for HW 3 upgrade after his purchase. He just received an email back with an appointment cancellation due to a surge in EAP->FSD upgrades as of recent and they are setting up appointments by the purchase date.

I have upgraded my HW2.5 to 3 months prior and have asked the representatives if they had plenty of HW 3s on hand. The tech said yes, and that was why they fitted me in without a problem.

 

[jerry33]

Unsprung weight matters. This is a quote from Machine Design that says "...becomes more of an issue for off-roading and traveling over rough roads." Source.

"In general, it’s best to have a high ratio of sprung-to-unsprung weight. A higher proportion of sprung weight can then push down on the wheels and tires with more force, keeping them in contact with the pavement or whatever surface they are traveling across. Maintaining contact with the roadway improves handling and traction, and this becomes more of an issue for off-roading and traveling over rough roads.

So as a rule, designers try to minimize unsprung weight to improve handling and steering. That’s why hot-rodders and auto enthusiasts invest money in alloy wheels —to reduce the unsprung weight and make steering more precise. Lighter wheels and tires also mean it takes less energy to spin them or bring them to a stop, but this has nothing to do with sprung and unsprung weight.
​

Not to mention beating your motors to death. I thought it was a joke... not.

A bit of blown sand ought to do wonders for the rotors.

 

[ZeApelido]

Don't make me setup a thread for this stuff. You know I will...

Lol maybe you should.

Maybe I am missing something, but if the price / kWh of energy storage is literally 2 or 3 orders of magnitude higher in batteries vs. cryo storage, then the fact that cryo is 50% efficiency is peanuts in many instances.

Like if you have space, the cost to double the solar array size to compensate for the 50% loss is way way cheaper than 1/2 of the array size and going with batteries.