Come back when we hit 3k.Come out of my hiding to say good job team. Thank you Elon. Thank you everyone at tesla.
Now back to my rabbit hole.
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Come back when we hit 3k.Come out of my hiding to say good job team. Thank you Elon. Thank you everyone at tesla.
Now back to my rabbit hole.
Hmm. I spent today selling (to open) lots of calls to turn my existing calls into spreads. I was feeling way too leveraged, so I more or less halved it by dealing with the calls. Downside protection. All the puts I have sold I left alone. I didn't want to trim my call positions, and the monstrous premiums will possibly mean that I make money on both sides of the spreads tomorrow. We shall see.
Perhaps I'll get to buy them back tomorrow at a profit and go back to fairly extreme leverage. I'm loving this for sure. My portfolio (mostly TSLA and derivatives) is now 6x what it was at the start of the year.
Stamping press or casting m/c on pg 13?
To leave Amazon in the dustI hope the next time Elon is asked about the stock price, he just says that his goal is for Tesla to become a 2 (or 3) Trillion dollar company ($15k/share), and leave it at that.....
I think the 1% was referring to profit, not margin.Do you have the exact quote? I don’t recall the 1% figure, but may have misheard.
In the end its a chicken and egg situation, the higher the volume of cars, the better the economies of scale and the more margin can be achieved, but if you use that margin to lower prices and increase volume, you can generate even larger economies of scale and even higher margins. It’s basically what Amazon did - at any point you can choose to slow down and take the profits from massive margins (Amazon started to do that in the last few years), but the incentive is to keep going for scale and increasing your potential future margins. At any point they could stop the growth and reap massive reward.
The alternative to the Amazon route is the Apple one, where you maintain your high margins and profits but the growth is managed over a longer period (eg slower). In my opinion Tesla share price is currently valued for the Amazon high growth model, so it is probably the best route to take.
Congrats all TSLA shareholders, especially to those who've held on from the early days.
Is this why there is a national coin shortage?, Elon buying up all the nickels...
Any idea on how we can rewatch the earning call?
Any info on whether TX will let Tesla direct sell yet?
If the TSLA AH increase disappoints you, forget it. This was a great day for Tesla!
Elon's confidence was at an all-time high. The path of continued growth to domination is clearer than ever.
Freemont will ramp to 500K/yr 3/Y (probably more when GA5 is finally finished) + 100K/yr S/X
Giga Shanghai will ramp to 500K/yr 3/Y
Giga Berlin will ramp to 2M/yr Y/3/?
Giga Austin (2,100 acres vs 741 acres) is 3 times the size of Berlin and should end up ~5-6M/yr
Just those 4 GFs will take production to 8-9M/yr by 2025/26.
Future GFs in Chongqing and Seoul should both be announced within a couple of years. IMO, good chance Chongqing is similar in size and output to Austin. Does anyone still doubt 15M/yr by 2030? Sure hope. These two may be enough to get us there.
I have never felt better about the company. The bull rush from $1,119 (prior to Q2 deliveries) to now is quite valid regardless of S&P 500 inclusion.
Just wait till the big boys show up.Imagine beating EPS estimates by 1500% and only seeing a 3.5% rise after hours and still being off ATH by $145
Agreed. I’ve never been more confident about Tesla/TSLA, but the market reaction is puzzling.
Any idea on how we can rewatch the earning call?
Any info on whether TX will let Tesla direct sell yet?
Tesla profit and into S&P 500
Liverpool 5 - Chelsea 3 and lifting the Premier League trophy at Anfield
Sexy time!!