welcome to the 400's .............. what a disappointment
You've been waiting for days to post that, haven't you?
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welcome to the 400's .............. what a disappointment
welcome to the 400's .............. what a disappointment
You've been waiting for days to post that, haven't you?
We’ve speculated on “key man risk” before. Maybe we’ve seen it.Also, as the overall market has been down for the past several months or more, tesla's order book, production, delivery and track record of continued profits becomes hard to ignore. Twitter is a private company, and tesla is doing just fine without elon's full attention. Again, this is a huge bull flag, that the primary guy driving tesla has put tesla on a runway for continued growth without managing every detail. A sign of high EQ.
Is the driver a part of the "drive system"? Could mean either no driver or Optimus can now drive - wild guess!Bill Wright(sp?), who works at Giga Navada, posted a few interesting tweets. He commented on a picture of 4 Tesla Semi's from OttoPilot saying "tip of the iceberg".
He also mentioned "Expect a totally different drive system than previously thought for a road vehicle!"
So the event might be more interesting and with more surprises than we think!
Already 14 million shares traded. Rest of market slow in comparison. If we end up on heavy volume could be a reversal day. For how long?
Permanently, of course.
I thought it was Model 3 motors too, but someone I know who works on the Semi project said they are not Model 3 motors.Is the driver a part of the "drive system"? Could mean either no driver or Optimus can now drive - wild guess!
I saw the note yesterday on no more FSD talk, but the comment is twisted so just keeping an open mind. I even doubt my own words, but what's your take? Isn't the semi running on Model 3 motors? And it has wheels right? And the gear box is part of the motor right?
Also... I wonder if Satellites are involve. Exciting stuff!
What else did they say?I thought it was Model 3 motors too, but someone I know who works on the Semi project said they are not Model 3 motors.
Is the driver a part of the "drive system"? Could mean either no driver or Optimus can now drive - wild guess!
I saw the note yesterday on no more FSD talk, but the comment is twisted so just keeping an open mind. I even doubt my own words, but what's your take? Isn't the semi running on Model 3 motors? And it has wheels right? And the gear box is part of the motor right?
Also... I wonder if Satellites are involve. Exciting stuff!
Tomorrow is just the release of minutes from the last meeting. Next Fed meeting is mid december.VIX at ~ 21 ... seems no one buying PUTS for tomorrows FOMC?
We also get another month of CPI data the day before the next Fed meeting as well.Tomorrow is just the release of minutes from the last meeting. Next Fed meeting is mid december.
Meeting calendars and information
The Federal Reserve Board of Governors in Washington DC.www.federalreserve.gov
Really no amount of data is to change that TSLA will be targeted day in and day out for the remainder of this quarter until we get P/D numbers. That's the only large enough data input to cause capitulation from those shorting TSLA. Official CPCA November data could come in at 100k (55k local/45 exports) and the narrative will just be "Oh well Tesla won't be able to sell anything in Dec in China".Looks like the momentum guys are looking for continued weakness. And the folks looking at data like the China numbers are buying.
Tracking to 30%+ of Yesterdays volumes now.
Well, the other silver lining I see is yet another slight bump in SP500 weight, right around the time of the Fed meeting (Dec 16th), from all the sales this month (filed on 11/8). Not huge compared to the sales, but definitely good for something. Lets see.Really no amount of data is to change that TSLA will be targeted day in and day out for the remainder of this quarter until we get P/D numbers. That's the only large enough data input to cause capitulation from those shorting TSLA. Official CPCA November data could come in at 100k (55k local/45 exports) and the narrative will just be "Oh well Tesla won't be able to sell anything in Dec in China".
The only other thing that could cause capitulation in the shorts is the CPI print right before the next Fed meeting. If it comes in cool again and inflation keeps going lower, a lot of pressure will be on the Fed to pivot just a day later.
Pour a drink for my poor unloved Tesla Roadster 2 which no one apparently cares about anymoreI'm fully expecting to see a new compact car driven out the back of a semi trailer as an "oh, and by the way..." on the day. Well, I can dream...