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

[Zero CO2]

@KarenRei has moved on from making epic posts here of Tesla’s advantages to Twitter posts of obvious statements that somehow Elon has to respond to.

https://twitter.com/x/status/1572600332592762887

a real shame ....she got smarter than TMC ... decided to go it it alone on Twitter .... bad move as TSLA investor

 

[Paul_SF]

Yup...


Worth noting the options market looks setup as if a rally is going to happen.

It’s like MMs and hedgies have prior knowledge or something…. Maybe they are psychics…

 

[Paracelsus]

Blah blah blah

The thing I see you not mention is the overall market. That is where I start.

Sounds like you should be getting started right around 2:00 pm with the effect of today's rate hike on 'the overall market' and TSLA - and the potential impact to 'the overall market' and TSLA if it is a full basis point instead of only 0.75 - Unless of course you don't consider the rate hike I mentioned important to 'the overall market' @MablahMablah

As to your point that you feel 'too much credence is given to Market Makers'................a quick search of this Thread shows over 1,600 posts referencing Market Makers, and another 3,000 posts referencing MM's. That's almost 20% of the posts on this thread. And I didn't even search options expirations or MMD for any inference to MM's, or any of the many posts discussing a coincidental closing price nearing Max Pain within dollars or even pennies. Might suggest that at least a few of the folks on TMC believe MM's can impact stock price and might invest accordingly.

 

[Nocturnal]

Had I been born a dog lover, my life would have been different. Shocker!

You would probably own 2 mountains already.

 

[TheTalkingMule]

You would probably own 2 mountains already.

Who the hell needs two mountains?

 

[Nocturnal]

Who the hell needs two mountains?

What if the first one breaks?

 

[ZachF]

Who the hell needs two mountains?

Huge…. Tracts of land!

 

[Discoducky]

Huge…. Tracts of land!

Now I'm really thinking about investing in land in Austin, this is going to be super cool! As a former Austin-ite and lover of the San Antonio boardwalk, I can imagine how a boardwalk like this would be very lucrative.

https://twitter.com/x/status/1572619068347404288

 

[Big Time]

Just saw a commercial on CNBC, jay Leno garage @ 10 pm from starbase, with Elon talking space x with jay

 

[Max Plaid]

I am awesome and a nerd.

They can learn to perfectly map any mathematical function in the defined range which you feed it data. Hilariously it may require a decent model to train *dumb* functions like logarithm or multplication. But that is not the power of modern NNs. Classification isn't even the power of modern NNs. Heck when you have known processed input features, other classical machine learning algorithms may perform better.

The power of deep learning is the ability to automatically create features from raw data streams, bypassing the steps of manually handcrafting features by the engineer. You don't code in an algorithm for how to track a car - you create the architecture to do so and the optimization will train the model to learn what convolutions to apply to optimally track the car. This is extremely powerful and can scale dramatically.

Well I'm irksome and a turd, beat that!

Great to see Karen and Elon interacting on Twitter:

https://twitter.com/x/status/1572417932915015690

 

[StealthP3D]

To the best of my understanding, MM's aren't manipulating the market, they're supplying liquidity to the markets and hedging the options, they don't manipulate the market for OPEX as they don't care, their books are balanced at the end of each day - or should be

It's the Hedgies that are manipulating, they are the ones to gain or lose on the options markets

If someone knows better, please correct me

Are you under the belief that the very entities (market makers) that have the best visibility into the instantaneous supply and demand of various stocks, the ones whose entire existence involves running the markets, matching buyers and sellers and ensuring fair price discovery, the people who are best equipped to profit from speculative trading, don't also play the markets for extra profits under the table? That's what they want you to believe because it would be a conflict of interest if they had open positions that were not 100% hedged in balanced manner.

They would like you to believe they are just the referees who don't have an interest in the game, but nothing could be further from the truth. Who do you think keeps the profits that happen "inadvertently" through the course of their market making activities? They are not immune to greed, nor do they have high moral standards, they manipulate the crap out of it. That's why they keep the most relevant market data to themselves and only release information to create the appearance of open, fair markets. If they didn't want the trading edge, then please explain why the short-interest data is so opaque, so tardy, so fragmented, and so incomplete. It serves no justifiable purpose. And that's just the tip of the iceberg. The less hedging they need to do, the more money they make.

Welcome to Wall Street, the world's biggest casino! This is why I am primarily a buy and hold investor, it reduces the advantage they can take of me to the absolute minimum and greatly increases my profits over the long-term.

 

[Drumheller]

Wouldn't be surprised if this becomes a product Tesla sells at some point. Seemed rather specific.

 

[petit_bateau]

Drove from Munich to Budapest today. In first stretch to Salzburg there were many car carriers coming the other way, each carrying 7 Tesla 3s. I counted a dozen carriers in one hour. Maybe one with Ys, not sure about that, all the rest 3s. Probably off a ship in Trieste or Slovenia for end quarter push out of Shanghai, coming over the Brenner Pass. Saw one carrier load heading east out of Munich of Ys prib made in Berkin. Saw no car carriers with Teslas east of Salzburg.

The other relevant data point is that normally at this time in the quarter, when I am driving from Brussels to West Germaby, I ordinarily see lots of tesla carriers. This time I saw none. Interesting.

(Hope this is not thrown in the garbage can like another post of mine was today. )

 

[BrownOuttaSpec]

Looks like Fremont,CA factory may be expanding soon:

Tesla Fremont Factory To Get New Tent, Line Upgrades, Battery Equipment

Tesla is opening factories and upgrading others, but Fremont is still the first. It's no surprise to see Tesla continuing to expand at the California site.

insideevs.com

• Additional "Tent" but not for vehicle production. Suggested to be used for tools for now.
• Upgrades to the S and X lines: installed new automated arms, a frame lifting system, and other related equipment to increase employees' "ergonomic safety" during production work.
• Expansion of the 2nd floor of the assembly building potentially "battery manufacturing equipment line"

It might be time to think about updating some 2023 production numbers from Fremont

 

[H Mak]

Are you under the belief that the very entities (market makers) that have the best visibility into the instantaneous supply and demand of various stocks, the ones whose entire existence involves running the markets, matching buyers and sellers and ensuring fair price discovery, the people who are best equipped to profit from speculative trading, don't also play the markets for extra profits under the table? That's what they want you to believe because it would be a conflict of interest if they had open positions that were not 100% hedged in balanced manner.

They would like you to believe they are just the referees who don't have an interest in the game, but nothing could be further from the truth. Who do you think keeps the profits that happen "inadvertently" through the course of their market making activities? They are not immune to greed, nor do they have high moral standards, they manipulate the crap out of it. That's why they keep the most relevant market data to themselves and only release information to create the appearance of open, fair markets. If they didn't want the trading edge, then please explain why the short-interest data is so opaque, so tardy, so fragmented, and so incomplete. It serves no justifiable purpose. And that's just the tip of the iceberg. The less hedging they need to do, the more money they make.

Welcome to Wall Street, the world's biggest casino! This is why I am primarily a buy and hold investor, it reduces the advantage they can take of me to the absolute minimum and greatly increases my profits over the long-term.

Next you'll be telling us that Bernie Madoff was chairman of the NASDAQ

 

[Ogre]

Looks like Fremont,CA factory may be expanding soon:

Tesla Fremont Factory To Get New Tent, Line Upgrades, Battery Equipment

Tesla is opening factories and upgrading others, but Fremont is still the first. It's no surprise to see Tesla continuing to expand at the California site.

insideevs.com

• Additional "Tent" but not for vehicle production. Suggested to be used for tools for now.
• Upgrades to the S and X lines: installed new automated arms, a frame lifting system, and other related equipment to increase employees' "ergonomic safety" during production work.
• Expansion of the 2nd floor of the assembly building potentially "battery manufacturing equipment line"

It might be time to think about updating some 2023 production numbers from Fremont

"Not for production" is likely a red herring here. Even if it's not used for production, it could easily allow moving resources out of other locations which are used for production.

 

[Cobbler]

TMC could use an HR department right about now -

Gary, is that you?

Well I'm irksome and a turd, beat that!

Great to see Karen and Elon interacting on Twitter:

Likewise
I respect the fact that Elon replies to her, imho it shows respect for her opinions, facts, ...she expresses. And those aren't always aligned with Elon's remarks. Furthermore, Karen continues to impress me with her knowledge on a various amount of diverse topics. (I continue to learn a lot from her).
For those who don't follow her on Twitter >> I highly recommend to do so!!

 

[SOULPEDL]

Looks like Fremont,CA factory may be expanding soon:

Tesla Fremont Factory To Get New Tent, Line Upgrades, Battery Equipment

Tesla is opening factories and upgrading others, but Fremont is still the first. It's no surprise to see Tesla continuing to expand at the California site.

insideevs.com

• Additional "Tent" but not for vehicle production. Suggested to be used for tools for now.
• Upgrades to the S and X lines: installed new automated arms, a frame lifting system, and other related equipment to increase employees' "ergonomic safety" during production work.
• Expansion of the 2nd floor of the assembly building potentially "battery manufacturing equipment line"

It might be time to think about updating some 2023 production numbers from Fremont

Lol, Fremont Engineers involved in GigaTexas startup just couldn't resist. Going back to their home Factory each time was likely depressing.

 

[Hock1]

Next you'll be telling us that Bernie Madoff was chairman of the NASDAQ

Actually, back in the early "aughts", I heard that Madoff was, in fact, being considered for the Chairmanship of the SEC. What he had going for him was the brilliant idea of, what is now called the Madoff Exemption, allowing MMs and those with "sponsored access" to short non-existent shares in order to maintain an "orderly market". What he didn't have going for him was the unraveling of the Madoff Ponzi scheme.

Edit: Originally meant SEC, not the NASDAQ. My apologies.

 

[SOULPEDL]

Actually, back in the early "aughts", I heard that Madoff was, in fact, being considered for the Chairmanship. What he had going for him was the brilliant idea of, what is now called the Madoff Exemption, allowing MMs and those with "sponsored access" to short non-existent shares in order to maintain an "orderly market. What he didn't have going for him was the unraveling of the Madoff Ponzi scheme.

I thought he was Chair. Maybe you're describing a time before that when under consideration?