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View attachment 322361
Let me summarize reddit bears with this photo posted above. They’re rolling in deep $h1t right now, hope he bought on margins and get wipped clean. Let this be a lesson for shorts/bears.
Surprised to see us at 11am Eastern with no short pushback. $330 close would be quite ominous for shorts.
Also, man, has the stock ever jumped from near the lower BB to above the upper BB before?
336! Is this the EAR (early afternoon rise)?
Are we gonna pop $340 today?
Dan
Broke through 340!
It's not at $340 any more.
If $345 holds, then shorts are looking at a ~$1.5b daily loss.
I can see $350 from were I'm sitting.
Wasn't able to crack 350 today. Shorts were right, Tesla is doomed.
I still smell some more blood in the water.
Ha! This is not exactly a compelling short thesis. "I'm shorting Tesla because growing profitably will slow them to below 50% annual growth." Yeah, that would be like the bumbest short thesis ever.
If we were rationally discussing finance, yes. The $TSLA investors who have hockey stick growth models for 2020-2025 just got a reality check.
"With a financial services company like Fairfax, it can all be self-fulfilling. If the market finally decides the glass isn't half full anymore, the trouble starts... you can see the stock go into a waterfall."
Yes! From none other than Chanos himself.
Diogenes on Twitter
Well... what does a guy do when his central pillar of creating a "crisis of confidence" gets knocked out of the park (no need for a raise & Chinese banks to fund GF3)
Good grief... that list of links to "bad news"... ROFL...https://www.valuewalk.com/wp-content/uploads/2018/06/Stanphyl-Capital-Letter-June-2018.pdf
Around this time he claimed that he "rolled" his short position to put leaps, plus some Aug puts (if I remember correctly).
Hey did anybody notice the question from Zachary Shahan of CleanTechnica late in the call that included "the daily production, we've been seeing a rise and fall with the daily production of the Model 3..."? I was somewhat surprised that he wasn't asked where he got his information, since daily production isn't "officially" published. The only info I see is the tweets from that yinyang Skabooshka (perhaps twats are better used here) and I have no idea how reliable those are.
Just thought it was curious so I put it out to see if anybody knows more about it...
When he started to reply, I honestly thought he was going to say something about Skabooshka's numbers, but ended up he was just providing a wise note on how some in the media will spin anything challenging. But I also figured the question was vague enough and it is obvious enough that production rises & falls that he maybe didn't get suspicious about any specific numbers I was referencing.
That said, doing some simple math based on the graph in the letter, it seems Model 3 deliveries were maybe 13000–14000, so production of ~16000 seems close to reality if not optimistic.
As others have pointed out, though, relying on numbers from someone like that is not a wise thing to do. I just like checking them against Bloomberg's and my own estimates/hunches.
I think that was bad data. It showed up on my chart earlier, but it is gone now, so I think they fixed it.
Thanks Zach! I feel like a fool not realizing you were right here in front of me. Appreciate the swift reply. Great questions BTW!
I Will keep on buying calls like there is no tomorrow
I totally predict SP $450 by October 2018 and $580 by February 2019 and $700 by June 2019
I’d love if I’m wrong and SP CRUSHES these numbers which it very well may with short squeeze
I Will keep on buying calls like there is no tomorrow
I totally predict SP $450 by October 2018 and $580 by February 2019 and $700 by June 2019
I’d love if I’m wrong and SP CRUSHES these numbers which it very well may with short squeeze
Thanks. I always enjoy getting more of an inside, technical view of what they are doing, and Elon is so good at explaining these things. But it was a slick move of his to deflect and not kick off another media controversy.
Also, I'm honestly very curious what the challenges are for getting to 10K/week.
Just FYI I think I read on Twitter someplace that the Tesla short shabooska or whatever claims he gets his info from someone inside the factory. Keep in mind this is just his claim and he is a definite short on TSLA. I am long Tesla and quite happy about it today.When he started to reply, I honestly thought he was going to say something about Skabooshka's numbers, but ended up he was just providing a wise note on how some in the media will spin anything challenging. But I also figured the question was vague enough and it is obvious enough that production rises & falls that he maybe didn't get suspicious about any specific numbers I was referencing.
That said, doing some simple math based on the graph in the letter, it seems Model 3 deliveries were maybe 13000–14000, so production of ~16000 seems close to reality if not optimistic.
As others have pointed out, though, relying on numbers from someone like that is not a wise thing to do. I just like checking them against Bloomberg's and my own estimates/hunches.