Elon was spotted at the Kempinski Hotel in Berlin. I am living in Berlin currently. Would you call me crazy if I would sit in a cafe near the hotel and wait for him to come back?
If he comes back, go up to him and ask if he wants your autograph.
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Elon was spotted at the Kempinski Hotel in Berlin. I am living in Berlin currently. Would you call me crazy if I would sit in a cafe near the hotel and wait for him to come back?
I’ve reached my free article limit. Can you summarize?Surprised that I haven't seen this posted yet - the new Bloomberg survey data is out:
Bloomberg - Are you a robot?
Lots of great stuff in there.
Didn't Overlord Musk confirm during the Q3 Investor's Call that the new building was a cell factory?
SpaceX is not listed, so there is no public share price. Private placements have shown rising valuations, but there is negligible movement, none that is relevant to this comparison. That said, the impact of Starlink is now 100% negative, but when it turns on later next year there will be rapidly rising revenues from multiple sources, almost certainly including some governments. When that happens there will be some dramatic changes for SpaceX. Only current shareholders are likely to know more than that.Indeed. Curious as to cross over impacts between telsa and spacex stock prices. Do they move in snyc?
I’ve reached my free article limit. Can you summarize?
Haha, I think I will actually go there and sit in a cafe. Worst thing that happens is I have a nice coffee. Best thing we get some info on GF4 and a pictureIf he comes back, go up to him and ask if he wants your autograph.
I’ve reached my free article limit. Can you summarize?
Survey results are skewed to those willing to do a 15 min survey. Of brands people leave to take ownership of a M3, BMW is the taking the greatest blow (as a percent of total sales) while Toyota is the absolute in terms of numbers. People are happy with the car, female gender that bothered to respond are very happy with it (but few respondents). Gear heads saying they'd probably never be without an EV again, likely greatest compliment. Some directly blaming BMW for lack of ev leadership after lots of talk several years ago. People are ditching prius in a big way. Some author speculation that the Tesla may be getting people to re-evaluate what is normal for car expenditures. Same as Apple did for phones.I’ve reached my free article limit. Can you summarize?
I’ve reached my free article limit. Can you summarize?
Surprised that I haven't seen this posted yet - the new Bloomberg survey data is out:
Bloomberg - Are you a robot?
Lots of great stuff in there.
Survey results are skewed to those willing to do a 15 min survey. Of brands people leave to take ownership of a M3, BMW is the taking the greatest blow (as a percent of total sales) while Toyota is the absolute in terms of numbers. People are happy with the car, female gender that bothered to respond are very happy with it (but few respondents). Gear heads saying they'd probably never be without an EV again, likely greatest compliment. Some directly blaming BMW for lack of ev leadership after lots of talk several years ago. People are ditching prius in a big way. Some author speculation that the Tesla may be getting people to re-evaluate what is normal for car expenditures. Same as Apple did for phones.
Service not getting big dings. People like elon (mostly). ....
BMW experience here seems to confirm the Der Spiegel article ..that BMW is lost.
clear your browsing history and try againI’ve reached my free article limit. Can you summarize?
It's quite interesting just how much worse BMW is being hit than Mercedes. That could imply that Tesla (should it want to) could expand its luxury market share by producing a more opulent interior variant.Survey results are skewed to those willing to do a 15 min survey. Of brands people leave to take ownership of a M3, BMW is the taking the greatest blow (as a percent of total sales) while Toyota is the absolute in terms of numbers. People are happy with the car, female gender that bothered to respond are very happy with it (but few respondents). Gear heads saying they'd probably never be without an EV again, likely greatest compliment. Some directly blaming BMW for lack of ev leadership after lots of talk several years ago. People are ditching prius in a big way. Some author speculation that the Tesla may be getting people to re-evaluate what is normal for car expenditures. Same as Apple did for phones.
Service not getting big dings. People like elon (mostly). ....
BMW experience here seems to confirm the Der Spiegel article ..that BMW is lost.
Use an incognito tab or different browser.I’ve reached my free article limit. Can you summarize?
One of the better jokes I've seen on Twitter lately
View attachment 476040
What I think you are saying is that the huge options buying makes the SP subject to more pronounced swings. When sentiment turns negative, the SP will fall further more rapidly because of option hedging, and vice versa.Just to visualize this force, here's a kind of graph that I haven't seen anywhere yet, a per strike price straddle tree of the sum of all future TSLA expires, rounded to $10 levels:
Code:Strike : Open-interest (contracts) Strike : Open-interest (contracts) --------: ------- --------------------- ---------: ---------------------------- PUT $010: 9,112 ### , CALL $010: 4 PUT $020: 89,304 ###################+, CALL $020: 22 PUT $030: 55,501 ################## , CALL $030: 33 PUT $040: 17,849 ###### , CALL $040: 264 PUT $050: 30,426 ########## , CALL $050: 539 PUT $060: 191,028 ###################+, CALL $060: 789 PUT $070: 11,445 ### , CALL $070: 1,258 PUT $080: 31,040 ########## , CALL $080: 1,747 PUT $090: 12,822 #### , CALL $090: 1,014 PUT $100: 16,097 ##### , CALL $100: 894 PUT $110: 106,807 ###################+, CALL $110: 1,221 PUT $120: 10,856 ### , CALL $120: 130 PUT $130: 18,243 ###### , CALL $130: 238 PUT $140: 11,467 ### , CALL $140: 963 PUT $150: 14,801 ##### , CALL $150: 353 PUT $160: 50,295 ################ , CALL $160: 1,823 PUT $170: 18,238 ###### , CALL $170: 774 PUT $180: 39,685 ############# , CALL $180: 1,064 PUT $190: 44,755 ############### , CALL $190: 2,885 # PUT $200: 46,209 ############### , CALL $200: 3,705 # PUT $210: 89,778 ###################+, CALL $210: 6,760 ## PUT $220: 39,622 ############# , CALL $220: 4,610 # PUT $230: 70,820 ###################+, CALL $230: 12,740 #### PUT $240: 58,789 ###################+, CALL $240: 20,722 ####### PUT $250: 36,246 ############ , CALL $250: 13,175 #### PUT $260: 49,734 ################ , CALL $260: 30,857 ########## PUT $270: 23,286 ####### , CALL $270: 18,830 ###### PUT $280: 26,252 ######## , CALL $280: 27,438 ######### PUT $290: 26,032 ######## , CALL $290: 20,858 ####### PUT $300: 19,060 ###### , CALL $300: 11,066 ### PUT $310: 38,545 ############# , CALL $310: 48,845 ################ PUT $320: 30,974 ########## , CALL $320: 20,341 ###### PUT $330: 28,666 ######### , CALL $330: 36,584 ############ PUT $340: 33,968 ########### , CALL $340: 28,440 ######### PUT $350: 15,711 ##### , CALL $350: 26,589 ######### PUT $360: 6,762 ## , CALL $360: 42,065 ############## PUT $370: 3,321 # , CALL $370: 42,555 ############## PUT $380: 2,953 # , CALL $380: 20,032 ###### PUT $390: 1,533 , CALL $390: 17,042 ##### PUT $400: 1,716 , CALL $400: 12,745 #### PUT $410: 2,562 # , CALL $410: 33,022 ########### PUT $420: 141 , CALL $420: 9,873 ### PUT $430: 150 , CALL $430: 19,617 ###### PUT $440: 218 , CALL $440: 7,422 ## PUT $450: 68 , CALL $450: 8,061 ## PUT $460: 440 , CALL $460: 11,943 #### PUT $470: 139 , CALL $470: 2,105 PUT $480: 473 , CALL $480: 2,534 # PUT $490: 704 , CALL $490: 4,902 # PUT $500: 132 , CALL $500: 2,669 # PUT $510: 1,200 , CALL $510: 17,975 ###### PUT $520: 46 , CALL $520: 996 PUT $530: 37 , CALL $530: 1,379 PUT $540: 28 , CALL $540: 911 PUT $550: 19 , CALL $550: 2,540 # PUT $560: 140 , CALL $560: 4,475 # PUT $570: 55 , CALL $570: 1,815 PUT $580: 15 , CALL $580: 453 PUT $590: 41 , CALL $590: 826 PUT $600: 31 , CALL $600: 1,610 PUT $610: 111 , CALL $610: 17,589 ###### PUT $620: 0 , CALL $620: 3,170 # PUT $630: 15 , CALL $630: 2,772 # PUT $640: 0 , CALL $640: 2,019 PUT $650: 4 , CALL $650: 3,205 # PUT $660: 0 , CALL $660: 1,924 PUT $670: 0 , CALL $670: 809 PUT $680: 0 , CALL $680: 1,251 PUT $690: 1 , CALL $690: 3,404 # PUT $700: 7 , CALL $700: 29,414 ######### total: PUTs: 1,436,525 ; CALLs: 682,699
Note that normally doing this is not valid, because the time value of different expiries is incompatible and hence the delta risk value is different. But this is nevertheless a good way to look at the 'maximum exposure' risk profile of options market makers: should TSLA price level rebase higher permanently, they'd have to buy up to this much matching inventory.
How to read this chart: as we go to price levels beyond the current ~$340, every 10,000 contracts corresponds to a maximum delta risk of up to 1 million TSLA shares (which MM's would have to buy to stay delta-neutral) - and an additional reduction in PUT risk, should they move way out of the money.
These forces appear to be very strong: from $340 upwards there's 1-4 million shares worth of delta risk for every $10 increase up to $460, around 28 million shares in total - plus a reduction in PUT risk as well.
I.e. this force appears to be approximately as strong as any buy-to-cover pressure of the very high TSLA short open interest. (!)
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