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

[henchman24]

Can you please elaborate? Why is that number significant and why do you think this is just shorts covering?
Thanks

It is where put and call gamma have a divergence, meaning that movement into that area will have a disproportionate amount covering on the put side. Which will increase the divergence becoming a squeeze cycle. They can happen both ways. 720 is really starts, 760 gets really wide. If it gets going, it will take at least 3-4 weeks to unwind.

There will be huge pressure to keep it under 720 and even more to keep it close to 720.

 

[Chicagoguy]

@Gigapress

Kudos to you. A post of the year for sure. I'll re-read it many times for sure and will reference when talking to many who need to be unplugged.

I am sure I speak for many of members here that we are glad to have you posting in this forum.

It looks to me like digital reincarnation of posters we used to have here. In any case, please don't go anywhere. This forum needs a solid posts like yours to be valuable.

Hold.

agreed, I look forward to reading every post from Gigapress and know it'll have some value when I see him post

 

[TheTalkingMule]

I wouldn't say this is that low of volume compared to the last 5 months of the stock. During the March move up, all days except March 23 were 35m and under. We're looking straight at 36-38m today.

It was relatively brisk this morning, nothing really special. Maybe 30% above avg. Now this afternoon looks avg to me at best and from my perspective we're headed for <30M on the day.

I'd love to see huge chunks absorbed by MM's this afternoon as we float at 710, but I think the fireworks are over.

Now the weekly options trades get reeeeeally challenging.

 

[henchman24]

It was relatively brisk this morning, nothing really special. Maybe 30% above avg. Now this afternoon looks avg to me at best and from my perspective we're headed for <30M on the day.

I'd love to see huge chunks absorbed by MM's this afternoon as we float at 710, but I think the fireworks are over.

Now the weekly options trades get reeeeeally challenging.

Outside Elon sell days, we've only had a handful all year above 36m and this looks like it will get there with ease. In this market we are unlikely to get a 45-50m day... which really only happen when Elon is selling or there is a major catalyst.

 

[M|S|M MYP]

2 Green days in a row and a majority of TMC posters have all of a sudden turned into Thespians.... I cannot wait for when we hit a new ATH to see what happens then...Cheers to the Longs!!

 

[henchman24]

Russell 2000 at its highest point since May 6th.... positive sign there is a growing appetite for risk.

 

[henchman24]

Vix getting below 27 would set the stage for the Nasdaq to clear 12k tomorrow.

 

[Cobbler]

Is it too late to buy at the bottom, or do we get another chance at it tomorrow?

Co'mon.... If you follow this thread, you'll know the answer already.
How many years have people been asking this question?
Stay long and HODL.

 

[TheTalkingMule]

Everything below 800 is "the bottom".

 

[ZachF]

TFW Saudi Aramco is the most valuable company on the planet:

 

[ZeApelido]

Anytime I engage with TSLA I come away feeling dumber.

 

[henchman24]

Anytime I engage with TSLA I come away feeling dumber.


View attachment 809055

So... what Baggy is saying is Tesla is committing massive securities fraud to an extent we haven't seen in a post Sarbanes-Oxley world. Well... good luck to him I guess.

 

[growler23]

Woooh, Josh just said on CNBC, GAS demand just dropped to lowest % in years. Demand destruction is starting.

I read a long WaPo editorial today bemoaning the state of the road trip this coming driving season in the US. Terrible gas prices - with no end in sight, high hotel room prices with worse service (can't find enough service sector employees still), etc. - all based on the writer's personal recent experience.

I am currently getting quite excited about my next Model Y roadtrip in another month or so from Austin to the cooler reaches of Colorado.
Great American Road Trip 2.0 here we come.
Let the gasoline demand destruction continue.
Hope to see y'all out there at the 'Chargers.



(Not intended to downplay the suffering of millions who cannot yet access an EV. Please keep doing whatever you can to push for better public charging, more political clout for the EV solution, and keep on HODLing. We here are lucky to have EVs and EV investments, recent share prices notwithstanding).

 

[M|S|M MYP]

Anytime I engage with TSLA I come away feeling dumber.


View attachment 809055

"I don't think that much cash is really there...." Great quote.

 

[Mengy]

Anytime I engage with TSLA I come away feeling dumber.


View attachment 809055

I've noticed many people who do incredible mental gymnastics to try as hard as possible to discredit Tesla. I simply don't understand it. The financial numbers are public knowledge, anyone can see them and evaluate them, why go to such unreasonable extremes to not believe them?

I feel some people's emotions simply cloud their critical thinking a lot more than they should. I feel sorry for such people.

 

[BrownOuttaSpec]

Starlink 2 ??? Wow, order of magnitude more I/O than starlink 1.

Does anyone have more source material for Starlink 2?

Really good information on it here: Version 2 Starlink with Lasers and Gen 2 SpaceX Starlink Bigger and Faster | NextBigFuture.com

Also some overview information here: SpaceX to leverage Starship for second generation Starlink constellation - NASASpaceFlight.com

Information links only, please dont continue this Starlink Gen 2 discussion in this thread any further.

 

[ThisStockGood]

I've noticed many people who do incredible mental gymnastics to try as hard as possible to discredit Tesla. I simply don't understand it. The financial numbers are public knowledge, anyone can see them and evaluate them, why go to such unreasonable extremes to not believe them?

I feel some people's emotions simply cloud their critical thinking a lot more than they should. I feel sorry for such people.

That’s for sure!

Here in Denmark the financial media (both Press and the popular investment podcasts) in general never speak about the actual TSLA annualized EPS. It seems they want to keep their narrative that TSLA is way overpriced.

That said - the ultimate danish TSLA bear on a very popular podcast (an old dude - very conservative and a fan of cargo ships), suddenly cut his crap about shorting TSLA after the Q1 result this year. But no positive comments. Just silence.

Things are ‘bout to change… faster than they saw it coming.

 

[thesmokingman]

I've noticed many people who do incredible mental gymnastics to try as hard as possible to discredit Tesla. I simply don't understand it. The financial numbers are public knowledge, anyone can see them and evaluate them, why go to such unreasonable extremes to not believe them?

I feel some people's emotions simply cloud their critical thinking a lot more than they should. I feel sorry for such people.

I've a friend whose an actual engineer, cfd specialists educated in F1 engineering program college from England, real world employment in racing circles, etc etc, and we got into it one time cuz he was regurgitating the typical Tesla FUD. And I was just taken back at it. I was just amazed that smart educated ppl can be taken by the FUD train and then buy all into it. It's just crazy.

 

[jhm]

TFW Saudi Aramco is the most valuable company on the planet:
View attachment 809054

Hard to say it's the most valuable public company, as the public only owns about 5% (last I checked).

 

[nativewolf]

What rocket was that that proved it in the 60s? Only vertical landing rocket system from the 60s I'm aware of was the apollo lander, which obviously wasn't operating with earth gravity so is apples to sputniks of a comparison. There's a few pre-spacex examples of actual VTVL demo units in the 90s (the DC-X for example which AFAIK is the first actual vertical landing on earth but didn't go very high either) and early 2000s, but even then largely just tiny prototype POCs to low altitudes.....Nobody actually proved a workable orbital class VTVL rocket until SpaceX.

Again...Blue Origin beat SpaceX to actual orbital space and they did it twice with the same rocket before SpaceX. The difference is important and worth noting, we may be seeing the same play out in self driving where Waymo gets to large scale FSD before Tesla but Tesla makes the first commercially practical implementation. I'm not sure on FSD but it's my current guess. Anyway, Blue Origin developed a rocket but had no vision, no mission beyond the same. EM wants to build a city on Mars...orbital VTVL is just a step, critical but just a step. So for spaceX it is not a curiosity but the necessary enabling technology.

It wasn't orbital but Bell had lots of experiments from the rocket belts to prototype vertical landers. Philip Bono was doing contemporary work at the same time and his work became the foundation of the DC-X. Philip Bono vision was to create a craft to take a team to Mars on a VTVL system and he did the design for such a system in 1960. In the 60's engineers dreamed large. If you want to know where Bell Company and Bono got the inspiration it was from science fiction writers and the first actual rocket to fly a person was supposedly a russian just after WWI. The real inspiration for all of that was actually science fiction, just like motorolla and their development of cell phones coming from fiction so to were rockets could be used to take off and land again and again. The vision itself is not revolutionary. The difference is EM has a plan to get there.