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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
420.08 
was the best I could manage on my noob account with no stop limit orders available.
was the best I could manage on my noob account with no stop limit orders available.
Mokuzai
Member
Think I have a strategy now...if it hits $120 I'll cash out and pick up a performance Raven S. No clue what to do if it doesn't though...
sundaymorning
Active Member
Mod: please delete the post above before Elon sees it...
Yep, those are unreal.
The one I bought @3.50 on @SpaceCash recommendation is almost 5x.
I was stupid to sell 2 more to pay for the remaining...
Would be great to get another source that also states early beta users are in fact running code that does FSD and not just the visual cues. If it is true, I have a hard time seeing something not leaking before the end of next week.
Mokuzai
Member
As I sit here obsessively watching the stock ticker of a company busting it's @$$ to save the planet I can't help but feel extremely lazy. Think I'll go volunteer to help with deliveries again this Saturday.
Been seeing a noticeable increase in Tesla car carriers heading south on the 5/405 recently.
Been seeing a noticeable increase in Tesla car carriers heading south on the 5/405 recently.
For people speculating the significance of visualization VS. stopping. Perception is the key, path planning when you have good perception is order of magnitude easier.
Translate to English:
Stop sign/traffic light and other road user visualization means everything for FSD progress. Doing a actual stop and turn is piece of cake after that(relatively speaking)(to not offend path planning engineers).
These guys are never going to give up. Now they are convincing themselves that all this means is that Elon has more capital to raise before it all comes crashing down.
100%. If the car can see it, that's the important part.
The funny thing even those calls I bought right at the taking private time before the long and painful journey to $180 that I've written off completely (they were showing as $50 value or less) are starting to wake up:
Fact Checking
Well-Known Member
I'm pretty sure @verygreen is wrong here: Elon disclosed it last year that the NoA neural nets already utilize about 80% of HW2"s GPU capacity.
Traffic cones were a HW3-only feature, I believe they were the test run for this week's "FSD sneak preview", which is uploading the new, large networks to HW3.
It was estimated end of last year by @jimmy_d that the new, much larger FSD networks could run on HW2 at around one FPS only. There's no way they could be run on HW2.
If Tesla was running stop sign and traffic light networks on HW2 then it must have been down-scaled versions to collect training data. Down-scaled networks would "work" on HW2, but with a far too high error rate. They are good enough to collect initial training data, but the networks would have to switch to HW3 before they are reliable enough to make actual driving decisions.
@verygreen is also basically assuming that Tesla is intentionally reducing their test coverage by switching to HW3, which is nonsensical on its face - why would Tesla do that?
Action Quantity Price Timing Time & Date (ET)
Buy 1 Shares Stop $420.69
Limit $420.69 Expires on 02/18/2020 3:59 PM 12/20/2019
Bought 1 $420.69 Settles 12/26/2019 11:32 AM 12/23/2019
Buy 1 Shares Stop $420.69
Limit $420.69 Expires on 02/18/2020 3:59 PM 12/20/2019
Bought 1 $420.69 Settles 12/26/2019 11:32 AM 12/23/2019
Translating those tweets : "I am extremely jealous of Elon Musk, so I'm going to let that cloud my judgement and bet against him out of spite"
I will buy all your shares right now for $121
I do not consider myself an expert on thus subject. I have lived in 16 countries and have graduate work in cultural anthropology among other things, so I do have opinions. That said, it seems to me that attitudes of ascribing inferiority to cultural differences are very common. Those seem to me to be inversely related to education and exposure. The tend to be directly related to doctrinaire religious and/or political views.
This issue relates directly to TSLA because adoption of new innovative technologies and science has the same set of correlations. Thus it is axiomatic that Tesla customers are better educated and more accepting of cultural differences than is the general populace. Specifically Tesla customers are almost universally technophiles.
To the extent that all this is valid Tesla might well thrive indefinitely without conventional advertising simply because the customer base has such strong affinity that promotion is largely by what was called “word of mouth” in pre-internet days, but now is majority through social media.
Traditionalists, of course, view lack of traditional advertising as a sign of weakness. We, as TSLA investors, generally know that to be a sign of strength.
Huge put flow today, even on the weekly(!)
The stock is massively overextended on the short term after this amazing rally.
A pullback is likely now.
The stock is massively overextended on the short term after this amazing rally.
A pullback is likely now.
I believe there was furious capping today at $422 because after $420 there is no obvious psychological resistance point until $500.
Psychologically, once the SP goes over $422, the battle for $420 ends and the battle for $425 begins. It would have been much harder to bring the SP today back below 420 if it had convincingly risen past $422.
Step back and look at a one-month chart, and the longs are winning the entire war big time. BUT, it has still been a relatively organized (albeit relentless) retreat by the shorts. If TSLA blew past $422 in the same morning it leaped up and over the last major resistance, it may have triggered a very disorganized retreat this afternoon.
The day, however, ain’t over.
Tomorrow, the shorts may have to retreat further, but they might still be able to do so in a reasonably controlled manner.
Mokuzai
Member
Referring to the Jan '21 $650 call options that are trading for around $18-$20 today.
Fact Checking
Well-Known Member
Wow if true:
Pabst Street Capital Management on Twitter
"We believe the first Model Y vehicles ready for sale to the public have already been produced in Fremont, and we will see mass production begin very soon."
"Possibly this week or next!"
"$TSLA"
....
"To clarify - we don’t know the schedule! But our information points to sooner than we all expect."
...
"Answers to Questions:
We believe an initial run is possible this week or next even if it is not sustained until GA5 comes on line."
"We believe Tesla has ceased producing for Q4 sales and operations have changed accordingly."
"We could be wrong!"
"We believe the first Model Y vehicles ready for sale to the public have already been produced in Fremont, and we will see mass production begin very soon."
"Possibly this week or next!"
"$TSLA"
....
"To clarify - we don’t know the schedule! But our information points to sooner than we all expect."
...
"Answers to Questions:
We believe an initial run is possible this week or next even if it is not sustained until GA5 comes on line."
"We believe Tesla has ceased producing for Q4 sales and operations have changed accordingly."
"We could be wrong!"
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