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TSLA showing cracks? TSLA showing cracks?

10-04-2018 , 07:27 PM
If anything it's incredible how high this is still, given all that has been speculated. Higher interest rates affecting the price of a potential capital raise, more defensive feel to the market, 2025 bonds trading at 85c, massive push to make one quarter profitable, CEO doesn't take a deal that hasn't been finalized yet seriously on and on...
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10-04-2018 , 08:11 PM
he just keeps tweeting today. looll


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10-04-2018 , 08:26 PM
This assclown needs to cool off in prison for his own mental health. He's completely gone into deluded persecuted narcissism and he's not coming back any time soon. The Spuriouses of the world have seen to that - millions of creepy cultists who blow smoke up his ass and hanging on his every tweet until he's believing his own bull****.

"Whom the Gods want to destroy, they first send insane"
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10-04-2018 , 08:43 PM
I think Musk starting to scheme now how to get out before all comes crashing down and who can he pin the blame on. I don't think he wants to go down with the ship.
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10-04-2018 , 08:58 PM
he's losing it. didn't the settlement say his communications would be monitored?


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10-04-2018 , 09:23 PM
Is it me, or does anyone think there is something baiting shorts here, it seems impossible but I’m trying to think of a rational explanation for someone being this dumb


Board member gracias just flew to Hawthorne, outside LA, not sure that matters, left on private plane shortly after musk tweets
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10-04-2018 , 09:40 PM
I assume his deal with the SEC isn't final until next week so he believes he's free to spout off whatever he wants until then. If I were in the SEC's shoes I wouldn't take too kindly to the taunting but chances are nothing will happen.
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10-04-2018 , 10:01 PM
Quote:
Originally Posted by syndr0me
Is it me, or does anyone think there is something baiting shorts here, it seems impossible but I’m trying to think of a rational explanation for someone being this dumb


Board member gracias just flew to Hawthorne, outside LA, not sure that matters, left on private plane shortly after musk tweets
Seems like actions of a man who knows end is near and its too late nothing can be done??? Any CEO truly confident of their businesses future prospects just wouldn't do this would be completely pointless??
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10-04-2018 , 11:24 PM
Just like Trump, Elon Musk is not playing 3D chess. He is just a big narcissist.
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10-04-2018 , 11:37 PM
It’s the same tactic Trump uses. Create a strawman for your cultists to channel hatred toward. It improves cohesion of your cult and, in Tesla’s case, actually has real financial value.

I don’t think Musk is consciously doing this. I think he genuinely believes it’s him vs. the world. That conviction is part of his charisma.

He isn’t the first CEO to condemn short sellers and he won’t be the last.
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10-04-2018 , 11:57 PM
If this is all a ploy to setup the shorts for a MASSIVE Q3 beat, then well played. But everyone knows the deliveries numbers now, so only very fancy accounting will bring them anywhere near profitability and so even a beat is mostly priced in.

I have to agree it's way more likely trumpian myopia and drug-fueled madness.
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10-05-2018 , 12:30 AM
Mr musk, shorting is all i really know,, you got me good in 2017 ,,, i mean look at my avatar for crying out loud..
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10-05-2018 , 12:31 AM
It’s not a ploy, or a tactic, it’s a meltdown... he’s risking serious legal consequences by tweeting these things, it’s not just standard spouting off like he usually does, there’s a (lenient) settlement at risk, which he is pissing all over. Imo, there’s no real way to view this as anything other than very bearish, and there is a real possibility he’s fired after this (prob over the weekend if he is).

Q3 results are not saving anything, they weren’t even willing to stand by fcf+ and gaap+ guidance for Q3 in the letter, despite affirming 100k SX annual sales guidance.
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10-05-2018 , 12:48 AM
Quote:
Originally Posted by jvds
It’s not a ploy, or a tactic, it’s a meltdown... he’s risking serious legal consequences by tweeting these things, it’s not just standard spouting off like he usually does, there’s a (lenient) settlement at risk, which he is pissing all over. Imo, there’s no real way to view this as anything other than very bearish, and there is a real possibility he’s fired after this (prob over the weekend if he is).

Q3 results are not saving anything, they weren’t even willing to stand by fcf+ and gaap+ guidance for Q3 in the letter, despite affirming 100k SX annual sales guidance.
I agree on this, he is not playing 4d chess on us ,, even though if he bought puts before rogan, covered, bought calls , bought puts before no to SEC , covered, bought calls before settlement,, covered ,, bought puts again , melt down.. the contra parties would have reported him by now.. so im ruling him playing the short side..

he is handcuffed now,, and i think he is shifting the focus of hate towards us . the thing is he knows the end game is near.

I will have to guess that he knows SEC settlement is not gonna happen
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10-05-2018 , 12:58 AM
I agree. One thing we have seen w Musk is that meltdowns doesn't cause the drop, but is fueled by upcoming bad news.

Q3 must be a **** show.
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10-05-2018 , 01:06 AM
Quote:
Originally Posted by MyrnaFTW
I agree on this, he is not playing 4d chess on us ,, even though if he bought puts before rogan, covered, bought calls , bought puts before no to SEC , covered, bought calls before settlement,, covered ,, bought puts again , melt down.. the contra parties would have reported him by now.. so im ruling him playing the short side..



he is handcuffed now,, and i think he is shifting the focus of hate towards us . the thing is he knows the end game is near.



I will have to guess that he knows SEC settlement is not gonna happen

I don’t think he’s short. He’s massively long net worth wise and has a bunch of margin loans, also doesnt really seem like his style.

Idk what prompted this, but I don’t think it’s that he thought SEC settlement falls thru. Even if the judge rejected it there’s plenty of room for a less lenient but not fatal settlement to get thru. Imo, it’s either something worse we don’t know (more likely), or he’s just a narcissistic masochist (why not both..?).
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10-05-2018 , 09:11 AM
Quote:
Originally Posted by jvds
I don’t think he’s short. He’s massively long net worth wise and has a bunch of margin loans, also doesnt really seem like his style.

Idk what prompted this, but I don’t think it’s that he thought SEC settlement falls thru. Even if the judge rejected it there’s plenty of room for a less lenient but not fatal settlement to get thru. Imo, it’s either something worse we don’t know (more likely), or he’s just a narcissistic masochist (why not both..?).

I'm not saying he is ,, im saying , that would be playing 4d chess
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10-05-2018 , 10:26 AM
4.5m shares traded in first hour (i think this includes pre market tho)


Who is on the other side or thus trade right now?
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10-05-2018 , 10:59 AM
Aaand we're back to pre-settlement price. Maybe the settlement is dead afterall.
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10-05-2018 , 01:47 PM
The market is telling Musk to take the SEC seriously because SEC can make your life a living hell.
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10-05-2018 , 05:08 PM
Just looked at option prices on TSLA ... higher than I thought they'd be. $200 Puts 160 days out are like $2300. Too $$ for me. Anyone have ideas about smaller Tesla-related short plays?
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10-05-2018 , 06:13 PM
Naked short is the best play at this point imo
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10-05-2018 , 08:55 PM
are any of you guys with puts booking any wins or just holding until BK?
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10-05-2018 , 09:04 PM
Quote:
Originally Posted by NLSoldier
are any of you guys with puts booking any wins or just holding until BK?
Holding for now, q3 must be a disaster, right now is when books start closing
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10-05-2018 , 09:44 PM
Holding puts. Probably should try and trade on these swings though. I think it'll pop on Q3 numbers. Twitter suggests they are cooking the books to make Q3 look good.
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