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

[StealthP3D]

I thought there was not even a prototype built yet? Where are you getting this from? The human dressed in spandex?
Two years back the board was all about alien dreadnought. Now, we have Optimus.
When we talk about robotic penetration, it’s time to dial it back a bit, unless that’s your thing of course

Maybe you are unaware that a "/s" means the comment is sarcastic?

Wake up! Why attack the most inconsequential light-hearted thing just because it sounds pro-Tesla? With your negativity I can only guess that your Tesla gains have only been a tiny sliver of what they could have been.

 

[Artful Dodger]

Elon Musk on Twitter: "2022 HAPPY CHINESE NEW YEAR Tesla" / Twitter (9 hrs ago)

 

[jbcarioca]

...reliability. issues. If a soldered connector on an electrical connection fails 4 years later, just... record of the assembly taken by the Teslabot ... its TeslaCloud!
...

Cheers!

Years ago in 2013 IIRC the NTSB held hearings on Lithium-ion batteries in Transportation. Of all the users from nuclear submarines to B787 only one player tracked every single cell. Of course it was Tesla. FWIW, then following day I bought TSLA for the first time.
Now there is deeply imbedded data in seemingly everything Tesla does.
Optimus is in data tracking
As @Artful Dodger has explained a giant advantage of Optimus is in comprehensive parts history, enabling continuous improvement part by part. Obviously costs reduce, but faster and more accurate improvement might actually be higher value.

It looks mundane.
Stay long and prosper!

 

[Unpilot]

Elon Musk on Twitter: "2022 HAPPY CHINESE NEW YEAR Tesla" / Twitter (9 hrs ago)

Time for the twitter secret msg police to get to work!

 

[Big Time]

The macro environment scared me last week. Not saying that's over but I really hope for stability in the markets and diplomacy in Ukraine. Self loathing is in my skillset. Regarding last week, I'll compare myself to a wallowing toad.

 

[betstarship]

The macro environment scared me last week. Not saying that's over but I really hope for stability in the markets and diplomacy in Ukraine. Self loathing is in my skillset. Regarding last week, I'll compare myself to a wallowing toad.

Go to Vegas!

 

[Big Time]

Time for the twitter secret msg police to get to work!

CODE NAME WHITE TIGER

 

[OrthoSurg]

I'm fairly new to the "other thread" and the options trading that's discussed there, but I get the sense the TSLA options market was a lot of the fuel behind this bear raid.

For months and months people have been talking about selling various options contracts and combinations of options contracts with profits ranging from 1% to 15% per week or more. 1% and maybe even 2% returns were and kind of still are safely attainable with a fair amount of daily effort. As we got closer to 4Q earnings and what felt like inevitable SP support buoyed by strong EPS, people got more confident(greedy) and stretch the limits a bit.

With Tesla's options market making up LITERALLY HALF of the entire options market, that quickly became a lot of money ripe for the taking. Hedge funds and market makers(who are often both), then have the incentive to plunge SP temporarily and scoop up all that money sitting out there in the options market. That's precisely what they did.

Tons of people got margin called, lost tons of money, and now we're on to the second phase. MM's now unwind their short positions, hedge funds buy up cheap TSLA shares, and retail traders are left so reeling from their losses they can't buy/trade when it's now advantageous to buy/trade.

I'm having a tough time understanding if this is outright criminal market making or if it's merely a function of retail greed. Who knows. In retrospect, it should have been obvious to me that making 1-2% per week with a lot of work and MASSIVE discipline is possible, but you MUST maintain that discipline at ALL times or they'll take ALL your money.

(I'm still treading water, levered up at the lows, and it's looking like I'll get out fine......if anyone cares)

The House are the Hedge funds that can go full naked shorts and make a stock collapse when everybody expects a climb. They grab all these cheap shares from retails who got margin called, this way they ass a lot of position at a cheaper cost. You can only predict what is going to happen in the market if you are the hedge fund manager and you are the one calling your friends to decide what is going to happen. I wonder how they feel to have picked up retails money that easy with the help of the banks.

 

[Unpilot]

The House are the Hedge funds that can go full naked shorts and make a stock collapse when everybody expects a climb. They grab all these cheap shares from retails who got margin called, this way they ass a lot of position at a cheaper cost. You can only predict what is going to happen in the market if you are the hedge fund manager and you are the one calling your friends to decide what is going to happen. I wonder how they feel to have picked up retails money that easy with the help of the banks.

Probably like this.

 

[mars_or_bust]

I suspect that Tesla might take over Neuralink as part of the Optimus project, if the brain implant is able to read the arm, legs, torso etc motion of the person carrying the implant. In that case, training Optimus would almost be trivial - implant as many neuralink chips as you have volunteers for, connect the output to Dojo, train the *sugar* out of it, and eventually put the resulting NN weights and biases etc into Optimus. Easy, peasy, 10 trillion Tesla valuation.

 

[Cape Coddess]

Elon Musk on Twitter: "2022 HAPPY CHINESE NEW YEAR Tesla" / Twitter (9 hrs ago)

I hope they sell a t-shirt with this on it. (White tiger is my totem. <3 )

 

[OrthoSurg]

How do we distinguish between a deadcat bounce vs the greatest reversal of all time?

 

[Featsbeyond50]

Of all the users only one player tracked every single cell. Of course it was Tesla. FWIW, then following day I bought TSLA for the first time.

This is why I hang out here. There are participant smart enough to key in on one, easy to overlook, detail and make a shrewd investment decision based on it.

 

[TN Mtn Man]

so this is what waking up from a nightmare feels like

will we see 3 digit GAP UP ....

True...until I look down at the bottom line of my portfolio. TSLA is my saving grace. ARKK, ARKG, CHPT, PTRA....not so much, lots and lots of blood.

 

[Featsbeyond50]

How do we distinguish between a deadcat bounce vs the greatest reversal of all time?

By hedging. Then you can claim you got it right no matter what happens.

 

[Artful Dodger]

It's surreal that we live in a world where we have Tesla Bot and Nueralink running in parallel in two separate companies...where the latter has already proven to have monkeys trained to play pong without a hand-held controller.

It's blindingly obvious where all this is going. Do you remember when Elon told the cadets at the U.S. Air Force Academy that they have to make Star Fleet real?

Well, Elon Musk plans to send blind people to Mars orbit to operate a legion of Teslabot TBM miners via AreoLink: (Mars Starlink network)

Not sure if serious... could also be intended for Near-Earth Asteroids.

Ceres!

 

[TN Mtn Man]

This is why I hang out here. There are participant smart enough to key in on one, easy to overlook, detail and make a shrewd investment decision based on it.

I'm here to see us all talk about how smart we are on the up days and commiserate and share our misery on the down days.

 

[Artful Dodger]

They even made MeetKevin liquidate his whole portfolio at max fear. Now look at the rebound. There are memes all over internet about his paper hands with his pink hair. Didn’t end well for the YouTuber who wanted to be governor of California.

Too much lols.

MeetKevin paper hands meme - Google Search

Scratch 1, down in flames!

 

[SOULPEDL]

I hope they sell a t-shirt with this on it. (White tiger is my totem. <3 )

Tiger King, is that you?

 

[LiveLong&Profit]

The only thing what this looks like is the drop post earnings was pre-determined to wash out the call buyers. Now it's time to wash out all the put buyers. When those with TA know how can predict price action with almost 100% success rate, then you know this is rigged BS.

Quote: "When those with TA know how can predict price action with almost 100% success rate"

Hm.
I have never understood TA.
But if the big players are truly somewhat coordination or colliding in their actions, there are definite patterns. If these patterns can be analyzed, then sure - TA might work and be (very) actionable.
(It would also seem to be surprising and questionable wrt if such coordination is even half-way legal - but, I am not a lawyer, so what do i know...)

I would never know how to decipher these patterns, so this is not for me - I am more into buy and hold - or HODL.

BUT - If what you say in the qoute is correct, then here is an obvious business opportunity:

1. Collect a group of people very good at TA
2. Do predictions for a while a) in public and in a way that is b) tamperproof and c) machine-readable.
3. Collate the predictions for a given timeperiod.
4. Make above data (2c) public for independent analysis.
5. Make an algoritm that can take real-time input from chosen group of TA-specialists
6. Incorporate. Preferably as an entity open for international investments, since many of us TMC'er are not US citizens...
7. Invite us TMC'er to join (and/or others as you see fit)
8. Make a lot of money !

I would spend some money to join. Not a lot, since I am still somewhat sceptical of TA.
But - I would love to be proven wrong, support some fellow TMC'rs good work, and make a bit of money myself

There are, however, some 2nd or 3rd order effect to consider:
What if this new TA-TMC-entity is actually good at 'shadowing' what the big player do. And earn a lot of money doing so. Which again brings spotlight on this practices, which may not be what the big players want or like.

Then, they might get annoyed, and do something utterly contrarian.
That would have the effect of throwing of the scent in case regulators are sniffing around. And it would also serve to harm or even wipe out this new "TA TMC" entity earning lots of money.
Given that the success of the venture hinges on the theory or discovery big players acting in concert, what is to prevent them from also acting in concert in targeting this new business entity?