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

[jerry33]

How much does it cost to add inductive charging to a car? How much would the typical customer pay to upgrade to inductive?

In the case of Supercharging via inductive, a 10-20% slower charge means they have to build 10-20% more charging spaces and people are waiting longer to charge up. It's also more expensive for the customer, and Tesla would have to accommodate more capacity.

There is a lot more going on that just a small amount of energy loss.

Seems to me like inductive charging is most likely a home charging convenience. Maybe a bolt on accessory for the 3/Y and included on the S/X.

Inductive charging is really required for cars with a Frankenplug.

 

[TrendTrader007]

1 minute TSLA chart
Big spike in price on huge volume in last 10 minutes
Indicates heavy institutional buying with more than $2 billion worth TSLA bought in last 10 minutes
Excellent prognosis for next several days

 

[ripper88]

I scrubbed the internets and all I could find is a rumor that the new Model 3 is going to be unveiled in Shanghai very soon.

https://twitter.com/x/status/1664000285134684160

 

[GOVA]

Nothing like having Tom Zhu on your right side while doing business in China. Something big is up IMO.

 

[Singuy]

I scrubbed the internets and all I could find is a rumor that the new Model 3 is going to be unveiled in Shanghai very soon.

https://twitter.com/x/status/1664000285134684160

If there's no news then it's probably big money moving out of ATH stocks and putting it into Tesla

 

[Right_Said_Fred]

I scrubbed the internets and all I could find is a rumor that the new Model 3 is going to be unveiled in Shanghai very soon.

https://twitter.com/x/status/1664000285134684160

I doubt this spike was related to any news about TSLA, or we would not have seen simultaneous spikes in other EV stocks and drops in AAPL, GOOG and other big caps. Today was 31 May. Does anybody know if there’s some rearranging on that date?

 

[Cosmacelf]

Unfortunately Blackrock are not buying those calls, which would be bullish. Call buyers hope the stock goes up, increasing the value of the calls.

If the information is correct, they are selling calls, which would be bearish. Blackrock owns a lot of TSLA shares and if they sell covered calls they don’t see much upside. What they are after is the premium received for those calls, which if Papafox’s source is correct would give them a 13% return.

Their risk is having to sell the shares for a lower price after a run-up, but Blackrock apparantly doesn’t expect that or they wouldn’t be selling calls.

@Papafox can you referee?

He said: "if I might write them covered calls for $10MM of TSLA. That is a number I could safely swing, and the 10-13% effective yield that would engender is attractive…"

So it seems to me that the friend was being asked to write covered calls so that Blackrock could buy them. A 10-13% effective yield would accrue to the covered call writer. So, no, Blackrock is not selling covered calls, they want to buy calls.

 

[Artful Dodger]

A friend and fellow TSLA investor shared with me the following note that I am allowed to share:

…..I’ve just been contacted by one of the Biggies - the #1 by most measurements - BlackRock, to learn if I might write them covered calls for $10MM of TSLA. That is a number I could safely swing, and the 10-13% effective yield that would engender is attractive…

BUT. First, my investment philosophy does not incorporate such action - giving away upside is exactly opposite to why I’m invested in TSLA; second, I’m jiggered if I’m going even in such a small amount to assist their actions as Market Makers in having the Derivative Market tail wag the Equity Dog; and third, if a $10 trillion investor is thus interested, that may be the single most bullish signal I can imagine.

I think I found your $10 million in TSLA shares... Oh, WAIT!

Yeah, that's 22.76M SHARES traded during the 4:00 o'clock minute. I haven't seen that level of volume at the Closing Cross (>15% of the total Daily volum) except on a day like the S&P 500 Inclusion date (Fri, Dec 18, 2020).

Cheers to the HODL'ers!

 

[TrendTrader007]

Monthly TSLA chart bullish engulfing pattern with 24.11% up this month
I suspect 2019-early 2020 or early 2013 like scenario could be in the works
Either ways is fine by me
It’s all good

 

[TrendTrader007]

Last 10 minute high volume buying today was most likely deliberate precontemplated institutional buying with underlying intentions to close month of May strong
I expect June to be very good for TSLA longs

 

[MP3Mike]

They've been improved quite a bit. Save the money on a snake charger or robot and any difference in efficiency quickly becomes meaningless.

120-kW Wireless Charging Proves 97% Efficient

The Department of Energy’s Oak Ridge National Laboratory (ORNL) upgraded its previous 20 kW wireless charging system to 120 kW and was able to achieve 97% efficiency.

insideevs.com

InductEV claims to have support for 450kW and 99% transmission efficiency. And they have a small installed base already.

I wonder if Tesla has partnered with an existing player for their eventual wireless charging option, or if it is built fully in-house. This is another case where we really need a good standard for interoperability.

 

[hobbes]

@Papafox can you referee?

He said: "if I might write them covered calls for $10MM of TSLA. That is a number I could safely swing, and the 10-13% effective yield that would engender is attractive…"

So it seems to me that the friend was being asked to write covered calls so that Blackrock could buy them. A 10-13% effective yield would accrue to the covered call writer. So, no, Blackrock is not selling covered calls, they want to buy calls.

And @Papafox original post included a note that this was bullish, and I´d guess he knows how options work...

 

[Right_Said_Fred]

@Papafox can you referee?

He said: "if I might write them covered calls for $10MM of TSLA. That is a number I could safely swing, and the 10-13% effective yield that would engender is attractive…"

So it seems to me that the friend was being asked to write covered calls so that Blackrock could buy them. A 10-13% effective yield would accrue to the covered call writer. So, no, Blackrock is not selling covered calls, they want to buy calls.

After reading Papafox’s post again it seems I didn’t interpret it correctly. I’ve removed my post.

 

[TrendTrader007]

Happy to be in TSLA instead of AI
Pays to be in the single best company
Only 2 companies worth trading/ investing:
TSLA followed by NVDA
Rest are no good in my personal opinion

 

[Artful Dodger]

The Roadster can again be ordered in Norway:
Roadster | Tesla Norway

Roadster in Norway? With 80 kmh speed limits, you won't be able to take that sucker outta 1st gear... /S

Cheers!

 

[WattsHappening]

Anyone buying calls (like what blackrock is trying to do) is bullish. $10M worth of calls is Uber bullish since it is a one way bet. If you guess wrong on the timing that $10M is worth nothing. Blackrock are sophisticated investors so this is a good sign…

Ya, I get that.

I read his post to mean $10MM value of Tesla stock, not $10MM in options premiums. Seems like mice nuts to a firm like Blackrock. But agree, $10MM in options premiums would be significant. Maybe that's what @Papafox meant.

 

[GhostSkater]

Roadster in Norway? With 80 kmh speed limits, you won't be able to take that sucker outta 1st gear... /S

Cheers!

You will still be able to enjoy your 0-80 km/h in less than a second, and probably throw up after it lol

 

[Right_Said_Fred]

In the ‘other’ thread @bingoz linked to this tweet. I don’t know if the source has any credibility but it would explain a lot.

https://twitter.com/x/status/1664004342179921923

 

[Christine69420]

Roadster in Norway? With 80 kmh speed limits, you won't be able to take that sucker outta 1st gear... /S

Cheers!

I'm sure it will come with Chill Mode!

 

[Singuy]

Lucid drop AH due to 3 billion in share offering. They just bought them another 2 quarters.