I cant believe Musk's went to round 3 with the paedo accusations, hes clearly insane. Musk tweeted he on Joe Rogan Experience Thursday which could be great publicity if he plays it right. I don't think Rogan has clue about Musks recent fall from grace and probably ride his nuts the whole time. I wonder if cave, paedo or $420 gets discussed.

VW CFO says they never had any interest in Tesla, despite the widely-reported (Musk "leaked") story when the go-private officially ended that Volkswagen was an interested party for up to $30 billion.

When are the losers like heltok and ChipRick going to wake up?

Really hope this bounces for absolutely no reason back close to $300.

Current feeling:

-Delivery issues (staffing, logistics, combined with impossible level of re-work)

-Production (line has no ability to sustain, latest from ska is <3.5)

-Go private (there never was any money)


Are still not as crystal clear to the market/retail as expected at this point. A bounce would give an ideal entry for short term puts, basically the same play as when the stock was at $310.

for the last several months it has always bounced around the 280/290 level, so I expect some random tweet/bullish "production" numbers to give it a boost in the next few days. Musk has to defend this level as a drop below 250 would drive him nuts.

I imagine it will all be scripted. Rogan seems like a clown to me and Musk/Board/the PR team will be handling this as disaster control. I doubt Rogan will ask the big questions or want to alienate Musk fans. If Musk can keep the crazy in his pants, it will probably go well for him.

Meanwhile, heltok two weeks ago and $100 higher asking the big questions after the $420 tweet:
How does your brain get so credulous and so horrible at evaluating evidence you actually fully believed without doubt that the go private at $420 was real?

On another forum I follow there's a TSLA bull who's got something like 75% of his portfolio in TSLA. During the go-private farce I tried convincing him the he's being incredibly reckless and should consider what would happen if he was wrong. His reply was that he now considered $420 to be the floor for the stock and that all of the negative press surrounding the company was just a conspiracy by the media to take down the company.

My conscience is clear after trying to talk some sense into him. I hope he has rethought his position since then but I tend to doubt it.

All of our consciences are clear, we've generously spoon fed reality to the Tesla bulls and received abuse in return.

Breaking:
lol

Meanwhile, this headline on Barrons:
I wonder how hilariously this is all going to end.

well, we'll know if the JRE interview is prearranged if he doesn't ask about doing LSD at Burning Man. That's like 20% of the show's overall content

I am trying to solve this riddle


http://www.crazydaysandnights.net/20...m-3_5.html?m=1

Musk doing Rogan is apropos. $420 indeed.

haha i imagine strictly no drug talk / no take over $420 talk / no cave pedo talk . Apart from that unscripted and unedited but Rogan stroking Musks ego for 2 hours talking about how he's saving the world/his views on AI /hyperloop/space x ect ect and then probably blaze up once they go off air.

Joe's gonna tell Elon to do hot yoga, start a podcast, and run hills. I doubt Elon is dumb enough to go off on a Vern Unsworth tangent. I think he'll have to know how bad he'll look on video doing it, rather than just throwing out nonsense tweets and emails. But I would have said a lot of stuff should be obvious so who knows? TSLA rules because we really shouldn't have too much to do except wait for the next quarterly earnings report, but instead we get to watch a podcast and see if he says something crazy.

Also, I think the venn diagram of people who think Rogan is an important intellectual and Musk cultist's is basically a circle.

Rogan doesn't claim to be an intellectual at all, he's a pretty humble guy.

It's Wednesday, so that means there's more really bad daily Tesla news:

- Shocker numbers out of China (near total collapse in sales partly due to tariffs), which is 17% of Tesla's market and of end/high profit cars (came out at end of day, hasn't hit mainstream news, probably credible).

- Fox Business reports that SEC probe has gotten extremely serious, that they're investigating large numbers of documents related to Musk's Model 3 production lies in 2017 as well as the "funding secured" stock fraud

- Also reported that Musk has just hired the highest profile SEC lawyers possible, including a former SEC commissioner.

anyone know,, without doing deep research, if that joe r podcast is done live, or if its done the day before , (like now ) or early tomorrow ? obviously he will try to find a way to do damage control.

it's live, and you can watch it live on youtube

thanks for that .. got rid of 90%of my 9/7 310 puts , just in case he had it done already and someone heard it .. still have the 9/14 and nov lottos

The insideevs numbers for NA sales look extremely strong.


Like, channel stuffing strong (not implying this, just saying they look really good compared to all kther indicators)

I'd expect them to be moving 4100/week in August, especially given the large inventory of 10K+ from June & July which they're drawing down. July was undersold at 3200/week (production was higher at 3700/week).

So everything is inline with bear production reports.

As I said before I expect somewhere around an 80K level of demand for $50K+ M3 (cars they can sell at the current horrible production rate without "dying" according to Musk). That's when the curtain closes without a raise.

Im not sweating the long term just wondering if i should liquidate some of my position in preparation for one more rip upwards.

They might be able to pull off 1 Q of gaap profit by draining the backlog of all M3 performance/AWD (obv their plan) headlines will be they "turned the corner" stock will rip, if they can magically get a raise through it would kill near term put premiums too.


After it rips/no raise announced. Pound the otm puts/short more shares

I'm not seeing what you are. To me the Tesla narrative has changed (production numbers are particularly disheartening after most of the bulls thought the pure-fake-news Bloomberg Tracker was real at 6200/week) and company scrutiny is increasing/less bull**** is tolerated. If the China sales numbers are real, profitability is dead.

Perhaps I'm missing something but I see no reason to not just hold. If you're up a bunch on short term (this week) puts from last week/above $310, then sure, nothing wrong with covering, but if you're in for the longer haul, I feel like you're risking missing quite a bit of potential downside if you try to be clever on timing.

That said, one guy I know was up over 100% of his personal net worth after the recent big drops. I'd probably cover some in his case

You dont see risk in the 1 time engineered profit plus headlines?


I am up but i have a sizable position spread across lots of dates/strikes plus shares


Seems like i can restructure to keep upside and reduce risk, idk, just thinking about this bull**** semi not terrible Q they are about to put up

TSLA's board must be out of their minds to allow Musk to go on Joe Rogan's podcast.

lol the board can't control him. He just overpays them to leave him alone.

The podcast will be nothing, he's not going to talk about pedoguy or actual tesla deliveries - it will prob be mostly about spacex and mars, what joe wants to talk about.