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

[Artful Dodger]

And none of us are fund managers.

You're right: Many more Institutional Investors here.

Paging @InstiTes

Cheers!

 

[StealthP3D]

... unless its those very same MMs buying said Calls.

There is a lot of money to made by trading stocks when you have all the advantages including the moment-by-moment supply and demand data the market makers have on their side. Market makers are not supposed to become speculators because it exposes the system to the risk they take on (and creates an unfair two-tier system). The market makers are the equivalent of the referees who run the game, they are not supposed to bet on the game. But lax oversight and a good-ol-boy network has regulators looking the other way, as long as market makers can continue to convince regulators they have it all under control.

The regulators don't seem to mind that this distorts free markets as long as they can help their buddies out. There will be a high-paying job waiting for them when they have "worn-out" their "public service" being a regulator. People who think this is just another far out conspiracy theory are more naive than those who buy Nikola stock. It's absolutely the way the system works. And that why the SEC didn't stop Bernie Madoff until he could no longer meet his redemption obligations. They looked the other way even when they were handed completely damning evidence.

I don't find this a valid reason not to invest but it is certainly why I'm a long-term investor and not a trader and why I will only play options when special situations develop. Basically, these special situations are when market makers are getting burned. Those who lose money playing options (or make very small returns) are actually helping the market makers do their dirty work. The fact that you might make a small income every week selling covered calls is just the price market makers are willing to pay for supplying a much larger number of shares when they need them. And they will eventually need them, that's why you get paid to offer them.

 

[Cobbler]

https://twitter.com/x/status/1554846415632928770

Model Y SR+ 72kWh pack?

 

[Krugerrand]

As its their first mass production electric vehicle, isn't the Model S's initial ramp up a better fit?

/me ducks and covers

There’s validity to that, but **** ****. You want to go around beating your chest about how good you are and what you’re going to do, blah, blah, blah, then we compare your measly offering to the boss of the market. Suck it, Ford.

 

[StealthP3D]

(I suspect that the ADR information is also a red herring. These are TSLA shares the international folk are holding, with a 1:1 economic relationship. The issue is - I think - an administrative one of forming the voting link in a timely and cost-effective and scalable manner).

The European Union is very strong on consumer protections. it would seem they should regulate those who offer securities to EU consumers by requiring them to come with voting rights. You can't offer the product if you strip away the right to vote that the ownership of those shares comes with.

 

[AudubonB]

MODERATOR

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[SN_8]

If a gamma squeeze is still happening, we're likely to see things really pick up midday... so ~11-12 EST.

 

[Krugerrand]

Hope you share it too? Bob would love this, I think his trading is similar but not so mathematical. However, I'm going to share my small HODLing slip up recently so folks understand the risks of missing out.

So speaking of day trading, I think now would be the worst time to play the skimming game. I don't do this (much ever), but I think the strategy would have better success if done during boring flat spots between earnings etc (if they exist), then only skim small amounts and often (or not at all). But when there's potential for a pop, then popcorn seems more appropriate.

Case and point, I managed to let about 50 shares slip away. I was nervous on the macro and had very low cash reserves for this landscape. So I was day trading a tiny bit as I gained some confidence in my small winnings each week. However, the plan WAS to get that 50 back but I never bought it because for the past 5 days there was no opportunity at all. Now, we're WAY past my last sell and so I can kiss those shares goodbye.

All good, cash maybe be needed, but a part of me feels like I just did it again, recalling the 420 days. Only then I went into cash WAY too soon on about 1/3 of it. After that event levelled out and a new, higher valuation stuck around more, the buying started on what was perceived as a "good deal" and yet way higher than my last sell. That's the punishment that comes much later on.

Great time to HODL!

Genetics are super hard to overcome, huh?

 

[henchman24]

View attachment 836112

Its a rough timeframe!

 

[StealthP3D]

Up until now you just circumstantially outed yourself. But with this post you explicitly outed yourself. Just saying .... and welcome back ...... j b c

It's pretty obvious even if it was intended to be deceptive.

 

[StarFoxisDown!]

View attachment 836112

The sounds you hear is the crying from all call buyers for this week that thought they were golden on Monday morning.

MM’s thoroughly laying the smack down and showing just how easily they can cap this thing. All of the outperformance for the week is gone now.

 

[thesmokingman]

Ok enough fun and games. When will these legacies learn? BMW uses prismatic cells btw. What makes me scratch my head is wth were they doing during the shake down of these cars?

2022 BMW i4 and iX recalled over potential battery fires

It's possible that the battery pack cells in the affected BMW i4 and iX electric vehicles suffered a defect during manufacturing.

www.autoblog.com

Then... hmm somewhere along that road someone at BMW realized hey we should like copy Tesla.

Report: BMW likely planning a shift to cylindrical battery cells in next-generation EVs

The decision to use the format long favored by Tesla would mark a complete turnaround to an option the automaker painted as inferior in the recent past.

www.greencarreports.com

Oh I wanna put this failboat into context for yall.

Btw, I wanted to tie this into the other BMW fire that happened days before the recall. Any wonder if the i3 fire is related to the i4/iX, you know since they share platform/battery tech.

Anyways in China this i3 was on a customer test drive when it caught fire. The customer streamed the whole thing apparently much to BMW's dismay. I looked around and no major news outlet is covering any of the BMW fires, surprised?

Watch BMW i3 Sedan Catch Fire During a Test Drive, Customer Probably Dodged a Bullet

China-only BMW i3 Sedan caught fire during a test drive, tarnishing the EV reputation as the customer kept streaming the burning car on social media

www.autoevolution.com

 

[jw934]

Need to turn this boat around to go in the “right” direction.

 

[woodisgood]

Probably hampered in part by the solar sector today, as SEDG earnings yesterday were a downer for the industry.

 

[SOULPEDL]

Btw, I wanted to tie this into the other BMW fire that happened days before the recall. Any wonder if the i3 fire is related to the i4/iX, you know since they share platform/battery tech.

Anyways in China this i3 was on a customer test drive when it caught fire. The customer streamed the whole thing apparently much to BMW's dismay. I looked around and no major news outlet is covering any of the BMW fires, surprised?

Watch BMW i3 Sedan Catch Fire During a Test Drive, Customer Probably Dodged a Bullet

China-only BMW i3 Sedan caught fire during a test drive, tarnishing the EV reputation as the customer kept streaming the burning car on social media

www.autoevolution.com

I wonder if they bought the car after that test drive?

 

[82bert]

I wonder if they bought the car after that test drive?

If they’re like most bmw people I’ve met, they most certainly did.

 

[petit_bateau]

Thanks, IIRC both of us were at that event, and both bought Tesla just after. It was a memorable event, not only because we met Robert Sumwalt, whose work tended to center on airline safety, since he'd been a political for US Airways/Piedmont and ran their safety program. He hadn't a clue about batteries, but the entire board disgust with Boeing was palpable. Had he still been around I'm confident the Bolt fires and other pouch issues would have had more robust investigation.

FWIW, I am much older than that other person.

Ah, yes, I see

disclosure: I own a Chinese origin BEV. I prefer my Plaid, but the Volvo does work.

really

 

[Nocturnal]

I wonder if they bought the car after that test drive?

They threw in a free blinker delete mod.

 

[thesmokingman]

I wonder if they bought the car after that test drive?

The funny thing is that they just stood there and watched it burn up.

 

[Big Time]

The sounds you hear is the crying from all call buyers for this week that thought they were golden on Monday morning.

MM’s thoroughly laying the smack down and showing just how easily they can cap this thing. All of the outperformance for the week is gone now.

But how is TSLA performing today…..?

Hopefully MMD is almost over and TSLA can perform like the rest of macro (Amazon and apple) in the 2-4%+ up range. All this WITHOUT the company split effecting the SP performance.
In reality as long as TSLA dosnt drop if the macro does, I’m satisfied….for now