I get this piece, just seems weird the way it is coming out.


Removal of rating and no announcements other than a leak from what i can tell?

Seems like a high visibility stock would get a more formal acknowledgment of becoming an advisor before removing/restricting rating. Especially one who has put that pumper jonas in front of the camera as many times as they have.

I don't find it weird. Goldman did the same remove, then announce a day later.

So Elon Musk deleted his instagram right after Azaalea Banks posted a story about Tesla's security team taking her phone to wipe evidence against Musk. Musk hired many of the same horrible strongarm phone tapping creeps who ran Uber, and have been doxxing critics and calling employers of critics/shorts (and a credible whistleblower claims, tapping employee phones), so it's at least plausible.


This is some weird ****. I thought the Banks stuff was all a bit of a laugh but why is a CEO deleting his Instagram account with 8 million followers? Who the **** does that if there's no trouble?

Board probably asked him to delete twitter, he said he would and deleted instgram and considered the matter settled.

All kidding aside, how can any serious investor or fiduciary still rationalize owning this?

I made a mistake with the options test on IB and the site's telling me I don't have enough knowledge to trade options. Can you redo the test after a certain amount of time or am I gonzo?

i bought my first ever put today. thanks Elon!

This company is a market maker's dream, the amount of first timers hopping into options... Yum yum.

Apparently my new fave rapper, azaelia banks, just posted pics from her phone of a text convo with Grimes saying Elon was obsessed with 420 which is why he sent the funding secured tweet.

I would link but apparently i suck at instagram and am also now a weird dude with an IG account only following Grimes and AB.




Small tidbit, the reservation queue at the end of Q2 was 420k per the Tesla SH letter

420 is obviously a pothead joke. The guy is a legit crazy not-too-intelligent narcissist, with a nutjob rebound druggie girlfriend after getting his cuck heart broken and toyed with by an alpha female. The nutjob girlfriend + drugs + overwork took him over the edge.

Must basically was so off his rocker and so used to being a pathological liar and getting away with, that he completely lost his filter, and tweeted out something funny he thought would burn the shorts and keep the stock up (he's obsessed with that) while making a 420 reference which he thought was "true enough" given his (meaningless) talks with a Saudi hedge fund guy who wanted to meet him. Then backed it up with further assurances in his usual lying way which he's done dozens of times to a fawning press and creepy insane fanboys like Spurious. When you've had a lifetime of being a liar/PR hack, you lose touch.

Then woke up a little less drug ****ed and found himself in the **** and cried about it to the New York Times while the board puts on a charade about going private to save their asses and the stock price.

It's really that simple. There's nothing more to it. If you think anything other than that went on, your brain doesn't work.

I think we know that, but having it in digital print from his GF is quite a bit different than us just knowing it imo

I meant the vast majority of bulls who think there was something real to this and Elon isn't off his meds, even now after all the evidence has poured in.

If you weren't 80/20 "this is fraud" when he tweeted or at least after the blog post, you have no clue about anything from Musk's personality to how companies are run to how laws work. You're totally ignorant of very basic things and can have zero edge in the market.

If you aren't 100%/0% "the going private was/is fraud" at this point, the same.

Not sure if connfirmed real but Azelia Banks posted vid of text from grimes confirming musk recently got into smoking weed and 420 was pot reference.

https://twitter.com/i/status/1032004570564751360

Edit: oops was mentioned above, didnt see.

Negative SEC verdict could be the end of Tesla. Who would take private with these lawsuits lurking in the background?

https://seekingalpha.com/article/420...ppened-porsche

"How Much Could the Legal Liabilities Amount to for Tesla?
When the SEC released incriminating rulings on Enron and Worldcom, it helped the plaintiffs' cases against them to win $7.2bn and $6.1bn, respectively, in damage awards. Just how much Tesla could face in legal liabilities is hard to calculate, but Fox News has already reported that the Tesla's legal team is bracing for billions of dollars in liabilities from private lawsuits."

What makes a company a market makers dream?

Any insights into what's going here? This guy has been tracking Model 3/S/X production at the factory for a long time and has incredible accuracy. He shut down the daily updates when the security team started doxxing and harassing critics. But he just posted this:

https://twitter.com/skabooshka/statu...68903168438272



Production has been way down since not long after the Musk tweets (ignore the Bloomberg Tracker that the bulls are going nuts about, that's totally meaningless and based on VIN registrations that are entirely arbitrary decisions by the company).

Thoughts on that thread:

I prefer simpler explanations but I'm scratching my head. I can't imagine any good reason for the factory to be slowed down so much for this long.

Does anyone know someone who works there?

I don't have any new ideas, when I saw this my simplest explanation was:

-Employees burnt out and demoralized

-Line issues keep increasing, longer downtime needed for proper repairs

-Cost of rework probably higher than expected, rework backlog could be almost unmanageable at this point (hard to scale new labor in). If this is the case there is no point rushing off production since it can't be sold anyway.

Add these up and it would make sense to just shut it down, attempt to get the line in higher tune, use feedback from all the rework to make adjustments, etc.. They are building these on spec anyway due to the low number of configurations so they can keep selling from inventory for a while it seems. Bonus for people following the VIN tracker instead of the ground so no one asks questions.

Maybe maintenance work? Maybe they install new machinery?

The amount of speculation ITT makes the bear case so wishy washy. Hardly anything is based on the truth.

I have been folllwing it


Thesis are


1) the 2 locations at lathrop (louise and harlan) are at capacity
2) demand is anemic (what i think) for high end models
3) a key supplier shut them off
4) edit also "planned downtime " as spurious said

Obv none are good, im not married to any of them

Machine paul @paul4637345


I dont jave those nunbers right, but he has some amazing threads of flyovers with drones and actual private planes showing the 2 lathrop locations and the theory of how they operate based kn car movements.

fyp

My personal bull case is not on the progress that Tesla has made in the recent 2 weeks (let alone the recent 2 months). I've presented my case quite a few times. I am probably a bad explainer and people don't understand what I am trying to say, but the fundamentals for that have not really changed.

For all of the bears ITT, it's quite the opposite.

I've always struggled trying to figure out who would pay $67k for a souped up Model 3 when Model S is available for $75k. Especially with all the production problems on the 3. Did they cannibalize their own market?

$4000 is the bull price and $600 is bearish according to Cathie Wood based on the battery tech. Shockingly

https://www.cnbc.com/video/2018/08/2...-on-tesla.html
https://www.cnbc.com/2018/02/07/ark-...g-to-4000.html

I'm fairly certain everyone ITT understands your posts.

I have pointed out already that you seem to do mental gymnastics to support your future outlook on TSLA and also seem more interested in debating whether certain posters are "right or wrong" or the merits of their predictions, or strawmanned versions thereof. These posting habits, which you still seem to be unaware of or unable to adjust, weaken the case you make regarding TSLA's outlook.

I vaguely remember your last post highlighting your bull case in broad detail and I appreciated the read. And you have a point in that the price reflects all the recent and arguably petty drama baked in. What you seemingly refuse to acknowledge is any negative inkling having any merit at all. It's all nothing. That seems at best, delusional, and at worst, monumentally foolish and downright stupid.

That article is from February. Would be interested to see if her outlook has changed updated to present day.

To me, TSLA has a future, but it can't be with Elon Mush in as much control as he has now. What makes things so interesting is that he is a fascinating character that has made Tesla a cool name with a cult following, but that same character has flaws that can easily end ultimately in collapse and also seem to limit his own business' ceiling should it not collapse.

If he could somehow relinquish control to competent managers who could somehow navigate away from a bankruptcy however...