I'm curious, which of these?
1. Daiquiri
2. Mai Tai
3. Piña Colada
4. Dark 'n' Stormy
5. Mojito
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
1. Daiquiri
2. Mai Tai
3. Piña Colada
4. Dark 'n' Stormy
5. Mojito
Well we all know cats should not be spacefaring creatures. Despite evidence certain aliens dropped them in egypt and to make up for it taught the locals how to build pyramids and such like.
As a lumberjack I take offense. Womens clothes are all fine well and good but somethings are not called for..
Favguy
Member
Are the expiration dates independent of whether he´s still employed by Tesla? Or did he maybe have to sell once he left?
Ok, corrected to say not sold anywhere outside of China and if they are sold in China is a big maybe because Greely does not report the breakout of the only model using this battery It goes in one, and only one, high end model from Greely. We know it's coming though, CATL is no joke, neither is LG or Pano. CATL started delivering sample packs last year, it is not clear if they have made it into production and in any case as it relates to the original question: They don't exist as an alternative in the near term for Tesla. Companies are not yet ready to provide 4680s to Tesla at scale.
Waymo could be the first user of the CATL 4680 in the USA via the new Zeeker platform autonomous vehicle the two companies developed together. They started receiving them in the USA recently and job postings from Greely and Waymo hint that they'll be testing soon. The vehicle is a bit delayed and perhaps the delay in the battery is a reason?
Waymo has an order for 50k of them and it's my thinking that this means they'll chase the Uber profit centers because that number matches up pretty well with the number of vehicles Uber keeps busy constantly in the 10 most profitable cities in the USA. Could be coincidence but I don't think so.
Much greater FSD use. With more FSD use the roads become safer and other car manufacturers are visibly shown to be further behind. Lower insurance cost for drivers will drive use and uptake. Both of which will help Tesla sales. (And eventually will reduce advertising income from other car makers)
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Sawyer Merritt:
"Typically there is a 90-day post-termination (or leaving) exercise window period where you have to exercise (ie, pay) for your vested incentive stock options or else you lose them."
So the timing was very likely not his choice.
Did you see the subit drop in a couples of minutes ? I think it's the new article of Reuters about possible autopilot recall ....
Artful Dodger
"Neko no me"
FSD saves the Day: Be careful out there folks! (Note that automatic emergency braking EAB is now built into FSD, they are no longer separate since about v12.3.3)
Artful Dodger
"Neko no me"
Question: do you think Meat Kevin even knows that you cannot vote shares you didn't own before April 15th, 2024? Or, does he think that you don't know that? Sounds fishy...
Artful Dodger
"Neko no me"
I just like this image: 
(imma call it "Solar Power")
(imma call it "Solar Power")
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Yeah, I wasn't sure in his timing, but checked and he posted going short March 13. Possibly that was with puts though, he supposedly made a video, not that I care...
Artful Dodger
"Neko no me"
SP came right back though. Investors are too smart now to believe anything roto-reuters writes on an options expiry Friday minutes before the market opens.
He'd only need to sell 20-30% to cover his taxes. Instead he sold nearly everything.
He was a high level exec with access to all info on 4680, FSD, Optimus, etc. and he wanted to exit asap. Hmmm.
I'm sorry, are we considering a guy with a fledgling t-shirt company and no corporate finance experience a source now?
What about the other 100+ execs who are happy to remain invested? No one knows the real reason he sold (tax, resentment over being let go, starting his own company, wants to be rich, thinks Tesla is going to fail etc) and it doesn't matter to the company in the slightest. We had this kind of FUD when Model 3 was ramping, when a few execs left, think Chanos was tweeting about it endlessly, It didn't work out well for him, he shorted his whole fund into oblivion.
SP came right back though. Investors are too smart now to believe anything roto-reuters writes on an options expiry Friday minutes before the market opens.
Does anyone believe anything Reuters publishes anymore?, they've lost all credibility as a news organisation.
I'm not seeing the car brake before she disengages.
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Artful Dodger
"Neko no me"
Larry Goldberg writes on X this morning:
"I see this and other TSLAQ accounts hysterical over Drew Baglino selling his stock. What nonsense - it's desperation, looking for any possible liferaft from the short squeeze they find themselves in.
"Fact is, the Stock Options held by executives have to be disposed of with 90 days of leaving the company, or they expire worthless. It is absolutely normal and expected that once an executive retires, they immediately seek to dispose of their stock.
"Here is the actual wording of the stock grant from the Tesla S-8 filing:
"This Option will be exercisable for three (3) months after the Participant ceases to be a Service Provider, unless such termination is due to participant’s death or Disability, in which case this Option will be exercisable for twelve (12) months after the Participant ceases to be a Service Provider. Notwithstanding the forgoing, in no event may this Option be exercised after the Term/expiration date as provided above and may be subject to earlier termination as provided in Section 13 of the Plan."
"I see this and other TSLAQ accounts hysterical over Drew Baglino selling his stock. What nonsense - it's desperation, looking for any possible liferaft from the short squeeze they find themselves in.
"Fact is, the Stock Options held by executives have to be disposed of with 90 days of leaving the company, or they expire worthless. It is absolutely normal and expected that once an executive retires, they immediately seek to dispose of their stock.
"Here is the actual wording of the stock grant from the Tesla S-8 filing:
"This Option will be exercisable for three (3) months after the Participant ceases to be a Service Provider, unless such termination is due to participant’s death or Disability, in which case this Option will be exercisable for twelve (12) months after the Participant ceases to be a Service Provider. Notwithstanding the forgoing, in no event may this Option be exercised after the Term/expiration date as provided above and may be subject to earlier termination as provided in Section 13 of the Plan."
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