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

[FireMedic]

Text message sent to a fellow picking up a vehicle tomorrow. The phrasing makes it sound like the FSD trial is more of a celebratory act than a marketing ploy: https://www.reddit.com/r/teslamotor...eived_this_text_tonight_picking_up_tomorrow_3

"Tesla Update - Thank you for being a part of a historic year at Tesla.

As a thank you, we are now giving a free 3 month trial to experience Full-Self Driving, in addition to the 1 year of free Supercharging, to customers who take delivery of their Model 3 by 12/31/2020.

We are excited to see you soon."

Mom and Dad are getting their new model Y DELIVERED tomorrow. They’re super excited! A year free supercharging put them over the edge to finally make the purchase… And the three months of FSD for free may put them over the edge to buy FSD.

This is just one customers experience, but After discussion with the wife, we believe it should continue. As insvestors were torn on that idea; it’s possible that it would improve the take rate on FSD especially as the FSD product improves.

As customers (we both drive a Tesla) it seems like a good faith offering...I always advise my referrals to buy it after the fact anyway, as here in California the annual registration fees are based on the total purchase price of the vehicle.

 

[StarFoxisDown!]

Enjoy this feverish pitch. Must have FSD. Say it!
And....Gotta have more Tesla. (in the voice of Walkens).

Guess what.......I got a fever! And the only prescription is more FSD!

 

[willow_hiller]

As insvestors were torn on that idea; it’s possible that it would improve the take rate on FSD especially as the FSD product improves.

From my own personal experience, FSD trials sell software.

My wife and I came away from our first Model 3 test drive amazed by the vehicle, but terrified by Autopilot. There's a short stretch of highway the Tesla rep took us on, and the car lurched to the right as the incoming lane ended. We bought an inventory Model 3 and actually asked the rep to remove Autopilot from it based on that one bad experience.

But we were given a several week trial of FSD, where I actually got to use Autopilot casually, started to understand the strengths and weaknesses of the system, and learned it was actually great. At that point, I was hooked, and knew we had to buy Autopilot at least for an upcoming road trip. So I put down the $3k happily. And having experienced Summon and automatic lane changes, I still do miss them. If I had less self-control or more money, I definitely would have bought the full suite.

 

[Linus_2]

I had the same issue. I had 2 limit orders below 695. One executed with 50 shares because I had it as GTC + EXT. The other one didn’t with 200 shares because it was only GTC. I was pretty disappointed that I forgot to change it to EXT.

Thank for your feedback,
My European bank only allow for GTC, I lost a good Christmas gift, but feel very lucky to be in Tesla.

 

[Artful Dodger]

After-action Report: Tue, Dec 29, 2020: (Full Day's Trading)

Headline: "TSLA Consolidates S&P Gains"

Traded: $15,256,428,570.96 ($15.26B)
Volume: 23,024,352
VWAP: $662.62

Close: $665.99 / VWAP: 100.53%
TSLA closed ABOVE today's Avg SP
TSLA MaxPain (7:00 A.M.): $635 (+$15 from Mon)

TSLA S&P 500 Weight: 1.598455% (Dec 28)
Mkt Cap: TSLA / TM $631.293B / $214.382B = 294.47%
Note: Yahoo Finance yet to update TSLA Mkt Cap re shares issued Dec 11th (SEC Filing)
​

CEO Comp. Status: (est'd Mkt Cap including Dec 11th shares)

TSLA 30-day Closing Avg Market Cap: $599.73B
TSLA 6-mth Closing Avg Market Cap: $403.36B

Mkt Cap req'd for 7th tranche ($400B) likely achieved Tue, Dec 29, 2020
Nota Bene: Operational milestones are req'd for this tranche.
​

'Short' Report:

FINRA Volume / Total NASDAQ Vol = 51.7% (51st Percentile rank FINRA Reporting)
FINRA Short / Total Volume = 57.1% (55th Percentile rank Shorting)
FINRA Short Exempt ratio was 0.19% of Short Volume (44th Percentile Rank Exempt)​

QOTD: @SOULPEDL "The goat sound is disappointing"

Comment: "Lowest % Naked Shorting via FINRA (Retail shortz) in 2020"

View all Lodger's After-Action Reports

Cheers!

 

[SOULPEDL]

OT (99%)
Everything with 5 adults in the Y... including our new Theragun Elite. Recommended Xmas present by most TMC members in 2020.

 

[Curt Renz]

Okay, it's late and the market won't open for ten hours.

There's no need for Tesla to develop autonomous driving.

They could just put one of these in the driver's seat:

 

[Tes La Ferrari]

OT (99%)
Everything with 5 adults in the Y... including our new Theragun Elite. Recommended Xmas present by most TMC members in 2020.

Love the Trader Joe's Bag. Sure wish we had them in Canada, will save the drives to the US, though they are pretty relaxing in a Tesla with Supercharging along the way.

 

[Dancing Lemur]

Selling far OTM strangles on a portfolio margin account. Roll up and down on the off chance the stock moves too quickly in one direction. I'm targeting 0.5 - 1% return on invested capital weekly. For example: I'm selling 520/800 strangle expiring next week, pocketing about $350 per set. I then use the put premium to roll the call up if the stock moves up violently and vice versa. I win most weeks and break even in the rest.

I think this excellent post has gone unnoticed. This is how you keep your 8-figure port, folks. Next level risk management for a stock that is going to stabilize eventually because of the embiggening market cap. 1% a week and that’s skimming.

I also employed a modified short strangle for this week, albeit a bit more...aggressive...at 660-700 (and it’s unbalanced, with an 8-1 call/put ratio, with the short calls covering other longer-term long calls diagonally).

Point being, this is a position that you can take around your extremely long stock position to make money when the price doesn’t move much, or to pick up more shares on the cheap. And you can always trade time for money by rolling options out, especially covered calls. Knowing low-risk strategies to “be the casino” can make you a steady income.

Again, I know this belongs in the options thread, but I’m worried folks here have “just started” trading options and will only read this one. Many of those seem to be buying way OTM calls, which do work...sometimes.

My elevator advice: sell covered calls; if they are ITM at expiration, continue rolling them out and up; repeat. But when you’re ready to play both sides, @dl003 has you “covered”. Good stuff.

 

[StealthP3D]

I guess 500K isn’t in the bag....

View attachment 622194

Or Elon is just exercising his learnings in the fine art of sandbagging...

 

[StealthP3D]

Man I don't get people sometimes. It's a 3 month FSD trial. It's not like these people are getting FSD permanently for free.

It wouldn't matter if the perk was a pet rock, people just like to complain, bitch and moan. Because life is so unfair to them. Boo-hoo.

 

[djy]

"Volkswagens Mobile Charging Robot - vision becomes reality"

Lol this cheap gimmick from VW. Reportedly max capacity of 25kWh. If this is the best they can come up with, they are in serious trouble.

 

[MP3Mike]

"Volkswagens Mobile Charging Robot - vision becomes reality"

Lol this cheap gimmick from VW. Reportedly max capacity of 25kWh. If this is the best they can come up with, they are in serious trouble.

So to fully charge one of their own ID.3/4 cars would only require the robot 4 round-trips to charge, leave, charge itself, then come back and charge the car. lather, rinse, repeat.

 

[printf42]

Someone should tell Elon no poems allowed, anywhere.

Destiny, destiny
No escaping
that for me

 

[Paul_SF]

Someone should tell Elon no poems allowed, anywhere.

 

[⚡️ELECTROMAN⚡️]

I think this excellent post has gone unnoticed. This is how you keep your 8-figure port, folks. Next level risk management for a stock that is going to stabilize eventually because of the embiggening market cap. 1% a week and that’s skimming.

I also employed a modified short strangle for this week, albeit a bit more...aggressive...at 660-700 (and it’s unbalanced, with an 8-1 call/put ratio, with the short calls covering other longer-term long calls diagonally).

Point being, this is a position that you can take around your extremely long stock position to make money when the price doesn’t move much, or to pick up more shares on the cheap. And you can always trade time for money by rolling options out, especially covered calls. Knowing low-risk strategies to “be the casino” can make you a steady income.

Again, I know this belongs in the options thread, but I’m worried folks here have “just started” trading options and will only read this one. Many of those seem to be buying way OTM calls, which do work...sometimes.

My elevator advice: sell covered calls; if they are ITM at expiration, continue rolling them out and up; repeat. But when you’re ready to play both sides, @dl003 has you “covered”. Good stuff.

I just wish I knew what all this gibberish meant.

 

[soundart2]

Education Savings IRA through Charles Schwab. It's essentially a Roth for education and you can invest in anything that's available through Schwab. I think you can do options but don't hold me to that because I've never tried. If funds don't get used for education they can be passed on indefinitely to younger siblings or grandchildren. You can also add more than 2k per year. That was the limit when I started and I just stuck with that yearly amount for all my kids.

Thanks, so much for the intel. My wife's actually has her an account at Charles Schwab, so I will have her look into. Fortunately, we only have one year invested in the other account, so not too much put into it. Though unfortunately, it only returned 7% this year, which is nothing compared to TSLA in 2020, obviously.

 

[Beltsbear]

So to fully charge one of their own ID.3/4 cars would only require the robot 4 round-trips to charge, leave, charge itself, then come back and charge the car. lather, rinse, repeat.

I also think VW just bought or hired an existing company for this. I thought I saw this bot before with same specs.

 

[hobbes]

Like this?
View attachment 622076

Yeah, kind of - but you lost almost half of your portfolio in the process it seems... Only adds up to 55,22% ! Where did the rest go, cash ?

 

[capster]

Someone should tell Elon no poems allowed, anywhere.

Well, Elon did own Gene Wilder’s house.