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TSLA showing cracks? TSLA showing cracks?

05-07-2018 , 11:33 AM
I think it is very weird to have such a hard on for someone who posts on an online forum
TSLA showing cracks? Quote
05-07-2018 , 01:01 PM
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Originally Posted by Mihkel05
TD,

I'll make this simple.

What is the date of the beginning of the graph TS posted?
Mid-November of 2012

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What is the date of the first TS post?
Mid-November of 2012: https://forumserver.twoplustwo.com/s...&postcount=155. It's a post criticizing someone's AAPL trade and saying AAPL has lost some luster.

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Are they the same?
Yes.

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Happy to help those less mathematically inclined.
Stop being a wiseass when you're such a feckless presenter of information.

It's been probably a dozen posts, between you and me, then between you and TeflonDog, as we tried to extract what your specific claim about TS was, and then what actual evidence you have. I actually gave up because I wrote you off as analogous to the deluded hippy I described who never gives a straight answer in my prior post. But then TeflonDog took up the task of trying to figure out what your cryptic (and as it turns out, baseless) link to a TS post was supposed to mean.

Here's how it should have gone, in one post, from you:

TS lies about his trading record. Here is a link to the AAPL thread where he posts a graph claiming he was a detractor of AAPL and advocate of MSFT; however, he only began posting in that thread a year after the start of the graph.

That's what you needed to say. None of this wiseass answer-a-question-with-a-question nonsense. And to be clear, when TS says in that post, "I turned up here exactly five years ago in one week," he's not referring to that thread—he's referring to the forum as a whole, as the post I linked above shows. So you have presented no evidence that TS has lied about his trading record.
TSLA showing cracks? Quote
05-07-2018 , 01:46 PM
Quote:
Originally Posted by Mihkel05
TD,

I'll make this simple.

What is the date of the beginning of the graph TS posted?

What is the date of the first TS post?

Are they the same?

Happy to help those less mathematically inclined.
Quote:
Originally Posted by Mihkel05
syn,

So I assume you agree with my conclusion since you're not disputing the factual nature of my claims and instead handwaving the entire argument. At this point we can safely say that TS made up some bull**** as what he is claiming isn't what transpired, but feel free to dig a bit deeper and think about why someone who posts a bunch of random stuff, often in direct contradiction, while flaunting his minimal knowledge of business do something like this? Would it be that his web of lies has gotten so confusing that he can't remember which fake trades to claim?

No way to know! But I think its safe to say that he obviously fabricated that "trade".
Dude. This MSFT/AAPL thing is a stupid derail. It's a general implication he made that turned out to be correct. It has nothing to do with his trading profitability nor did TS even try to make it that. We get it. You think he's a charlatan. I think you're trying to turn this derail into something it's not. You act like nobody understands winrates are only proven with garphs...lol
TSLA showing cracks? Quote
05-07-2018 , 01:56 PM
somi,

Weird that you'd make that obvious lie about the dates. But his post in another thread does not mention his trade either. So are we to suppose every random bit of criticism from other threads on any company magically constitutes a post-hoc recommendation for a nameless quasi-competitor?

Maybe "having just bought Microsoft LEAPS and recommending Microsoft over Apple" means something different to me than you, but feel free to just keep overtly lying instead.
TSLA showing cracks? Quote
05-07-2018 , 03:56 PM
Lol @ Elon warning of a big short burn coming then buying shares himself, form 4 filed today for trades today, meaning if any big news was coming he openly committed fraud. Obviously no news coming which he just proved but good lord.


This guy is a moron

Last edited by syndr0me; 05-07-2018 at 04:08 PM.
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05-07-2018 , 04:24 PM
I love that buying shares in his own company worth $10mn makes him a moron.
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05-07-2018 , 04:28 PM
Its weird how you read something that has like 4 facts in it that are related, then choose only 1 to make your argument, like you are unable to understand that everything doesn't exist in a vacuum
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05-07-2018 , 04:35 PM
Ok, I need to spell it out for you, because you have logical reasoning problems.
Elon tweeted this:
"Oh and uh short burn of the century comin soon. Flamethrowers should arrive just in time."

Implying that the short burn would be coming after the flamethrowers will be shipped (which is supposed to be summer, which does not start until later in June). You need to learn what the **** fraud is. You have no clue what that term refers to and what it is simply confidence.
TSLA showing cracks? Quote
05-07-2018 , 04:38 PM
And Musk has already said what would cause the shorts to get hurt in the summer: meeting sustained 5k per week model 3 production. If Tesla starts cranking out 5k+ model 3s week after week then the shorts are ****ed.
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05-07-2018 , 04:43 PM
syndr0me: Obviously going for a walk down the street on your broken foot when you're also under house arrest is a moron thing to do.

Spurious: I love how going for a walk down the street makes you a moron.
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Originally Posted by syndr0me
This guy is a moron
If the mind of the average moron goes: "Wow something big must be coming, better get in" or "Elon is backing his short burn with $$$!", then it's not really a moronic thing to do.

No who is smart is going to trade on this news, while some dumb people will buy and no dumb people will sell. It will also hit minor headlines and threads. It's like giving people a Jesus cracker and telling them it's the body of Christ. Completely ridiculous, but effective. Elon is the tech pope and the nerd Trump. You can pretty much kill someone on 5th avenue when that's you and people will buy more of your stock on every PR tidbit.

Most of today was shorts covering for the second day in a strong tech market though.
TSLA showing cracks? Quote
05-07-2018 , 04:50 PM
Quote:
Originally Posted by Spurious
Ok, I need to spell it out for you, because you have logical reasoning problems.
Elon tweeted this:
"Oh and uh short burn of the century comin soon. Flamethrowers should arrive just in time."

Implying that the short burn would be coming after the flamethrowers will be shipped (which is supposed to be summer, which does not start until later in June). You need to learn what the **** fraud is. You have no clue what that term refers to and what it is simply confidence.
You way, way overthink things. Like ridiculously hilariously overthink things.
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Originally Posted by SenorKeeed
And Musk has already said what would cause the shorts to get hurt in the summer: meeting sustained 5k per week model 3 production. If Tesla starts cranking out 5k+ model 3s week after week then the shorts are ****ed.
They're really not. Tesla is priced for a successful Model Y in a bull market with no production hitches, and then some. The weakest part of the bear thesis is that Tesla won't be able to do 5K/week, ever. I actually think there's a reasonable or even likely chance he gets there. Given enough time you can tweak any process to get production up, at large losses along the way and while destroying your profitability.

The strongest parts of the bull thesis are:

- There's no fat to be had in auto manufacturing; the best Tesla can hope for are to become a major in 10 years at their current market cap.

- Musk is incompetent as a mass manufacturing CEO, a highly bureaucratic and careful activity where small mistakes or oversights are the difference between profitability and bankruptcy until scale and diversification of product lines is reached.

- Tesla as an organization are incompetent and slow and have little hope of improving to the point where they can profitably take on the majors

- Tesla has no future point of differentiation as batteries and electric drives become commoditized/defined solely by cost, and everything apart from batteries/electric drive now is substantially worse than the competition.
TSLA showing cracks? Quote
05-07-2018 , 04:58 PM
So, you are agreeing with everything what I am saying? That this is not fraud and the comment can be discounted with regards to the $10mn investment he's made?
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05-07-2018 , 06:14 PM
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Originally Posted by ToothSayer
Most of today was shorts covering for the second day in a strong tech market though.
What do you think of this thread?

https://twitter.com/cppinvest/status/993577911499280384
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05-07-2018 , 11:55 PM
I think anything with this high a short percent - higher than the liquid float - is easily manipulated on up market days and especially around key levels. And that's what we see. There is enough dumb retail money both long and short - and liquidity on breaks both algos and retail - that you can play these games.
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05-08-2018 , 01:06 AM
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Originally Posted by Mori****a System
looks like frontrunning to me.
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05-08-2018 , 01:10 AM
sure does seem like tesla is gonna die but i'm rooting for elon. he's the only billionaire changing the world while posting memes.
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05-08-2018 , 03:27 AM
If VIN registration is any guide (it has been in the past) it does look like Tesla was probably at 2500~3000 per week for April.

Keep up the historical ~10% growth per week pace and 5k a week should happen by end of June with a week or two to spare.

Nobody thinks Model Y is happening anytime soon. Its just not really relevant right now.

As long as Musk keeps increasing Model 3 production at a reasonable (actually an extremely high) pace of about 10% a week, he’s golden for at least till the end of 2018.
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05-08-2018 , 08:16 AM
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Originally Posted by Clayton
sure does seem like tesla is gonna die but i'm rooting for elon. he's the only billionaire changing the world while posting memes.
I get tilted everytime anyone says he is changing the world
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05-08-2018 , 09:29 AM
Musk supporters believe that he is an environmental visionary. That's just shows they know nothing about real sustainability.

Get on your bike instead of supporting this fraud.
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05-08-2018 , 09:40 AM
He better not try to **** with See’s Candy.
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05-09-2018 , 11:19 AM
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05-11-2018 , 10:14 PM
Doug field head of engineering (and production until a month ago) is "taking a break" and leaving tesla


Seems bullish to me
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05-11-2018 , 10:28 PM
Wait, Musk put an Apple hire in charge of vehicle production?? He is ****ed in the head. Car manufacturing requires deep and broad experience with modern car manufacturing processes and planning, not smarts. If Musk didn't recognize that then he is unfit to be a CEO of anything other than pork barreled companies.

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Field came to Tesla in 2013 as a vice president of vehicle programs after a five-year stint in hardware engineering at Apple.
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Doug Field, who until last month was the head of Tesla Model 3 production
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Development Engineer
Ford Motor Company
December 1987 – November 1993 (6 years)
His highest car manufacturing qualification is as a mere engineer 25 years ago. He has no experience in modern manufacturing processes, let alone the vast knowhow in automobile manufacturing.

Musk is obviously just some stupid 90s software cuck who has no business doing anything other than PR, and certainly not managing. Wow.

Last edited by ToothSayer; 05-11-2018 at 10:42 PM.
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05-12-2018 , 12:44 AM
To be fair, he did just fire him
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05-12-2018 , 04:56 AM
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Originally Posted by ToothSayer
Musk is obviously just some stupid 90s software cuck who has no business doing anything other than PR, and certainly not managing. Wow.
SpaceX looks very promising. He should have focused on affordable electric bikes, not cars though.
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