Who on here believes TS profited on this move higher off the lows? TS this question is for everyone else just so we're clear...

Why would I do anything you say? You're a loser with no clue about anything.
This is obvious how exactly?

White knighting for Candy is cute and all but he can handle himself. Unless he wants to pay me he can take the abuse with the advice.
Everyone in private chat? It's there in black and white in real time, entries and exits. What's more I've been arguing since the InsideEV numbers that we'll get buying and it'll go over $200. I don't post that stuff much here any more because of dickheads like you, why would I share my insight here? Ironically you actually hurt Candy and everyone else a lot by reducing my insightful commentary on these boards.

Not talking about private chat, talking about an actual trade with an actual statement. Which you can't provide. Do you seriously think those of us who follow your content and almost 1500 posts (just from this account with two more earlier ones) in here believe you nailed a bottom buying calls IRL? I can be sure guys like syndrome, Morish, MrFeelNothin are talking their book but you it's so obvious how full of bs you are lol.

Shmuck

Why do you think I can't provide that? You've got some weird conspiracy theory about me, it's both hilarious and disturbing. You also thought I wouldn't pay Brian $500 for our unescrowed bet, which of course was paid immediately. Do you secretly think I'm broke in some basement somewhere? This is just bizarre. I'm in a gorgeous penthouse in Europe surrounded by luxury and flowers, with a very profitable trading screen in front of me.
So you're back to the "I don't trade" meme? That's just weird, man. And has nothing to do with Tesla. I would suggest seeing a psychologist for your probable borderline personality disorder, for your own sake if nothing else. Don't take it out on everyone in this thread.

The same contest you posted one trade (a loser that could've easily been a nice gain) the entire time and still haven't paid out de captain and malachii their $100 back or the $1k from all your trading success this year. Lmao yeah why should I doubt your integrity? And the fact that you still want credit for actually paying out Brian just shows your real character because what exactly was the alternative given how much you love this place?

If it's so easy to prove then just do it and make BPD ASAP17 look like the idiot he is...

Tooth paid up, why do you run from every bet?

That is still running, (it depends on 2019 results), and it's not even a bet, it's pure kindness. You haven't resorted to lying before, this is a new low for you, but expected of a borderline personality disorder.
Exactly, why would you?
You are so emotional you can't even follow basic conversations. It's sad. I don't want "credit" for paying out Brian. It was never in question that I would, not by him, not by me, not by anyone that knows us. Which is why we made an unescrowed bet. It's only you and your toxic personality disorder that comes up with stuff like that, and habitually, compulsively throws doubt and projects smears on anyone who tells you off. I brought it up as an example of the last time you spread doubt and aspersions - for many posts - and were dead wrong. Like most personality disorders, you didn't learn from the experience, instead continuing your toxic behavior. If I show you proof you won't learn from the experience - your toxic behavior will just morph into a new way to cast aspersions. You are quite literally mentally ill, and like most personality disorders, you don't realize it. You really should get treatment.
Why would I? Everyone already knows you're an idiot and everyone I care about already knows I trade daily as they've seen the real time calls and copious screenshots.

At least I'm a mentally ill person that doesn't think using the word cuck somehow makes me look cool, fair trade off imo. Have a good one TS, happy paper trading.

I don't understand how the bear case is hurt in short term. Only sources showing a q2 close to guidance are "leaks" from elon. All other metrics trackers suggest 65 to 78. In addition, their margins are likely lower. Financials should be bad.

To me this is an opp to add to short. I did yesterday at 199. Obviously wish I waited but got plenty of bullets if we keep pushing higher.

The US is very opaque for sales and that's the one that will matter. You think the leaks are pure fraud? How is he sending fake data to all his employees on sales?

I expect significant pull forward of demand into end of quarter and also a viable narrative for a sales push with "buy now, tax credits are halving in 25 days".

Financials will be terrible but they don't come out until what, August? Delivery numbers will drive the narrative.

I don't know that the numbers in the leaks are even good. The actual numbers are vague enough to let the words he uses to drive the narrative rather than #s.

https://mobile.twitter.com/markbspie...97640144150530

Isn't that the narrative you've been pushing here for the last two years?

If anyone tracking registrations and all that was saying big jump in deliveries or if tesla wasn't lowering price, adding sales incentives, and giving away free supercharge I'd be more inclined to believe they are on guidance for q2

Note that on guidance for q2 translates to missing guidance full year imo

I tend to avoid Spiegel, the dude covered at $360...not the brightest spark.

US: 10K + 14K + 26K = 50K.
Canada: 7K
Europe 20K (for comparison, they did 16K in March alone in fewer countries)
Asia 8K steady state (assuming no EoQ bump)
Sundry (sales opened in various new countries recently): 5K

Boom you're at 90K and having the best quarter ever.

It's quite possible with demand pull forward and the normal summer bump for sales.
This doesn't matter. You're thinking about this like a bear and not a dispassionate person. The stock sold off 50% this year on fears that demand is absolutely dead. If they have a record quarter, what does that do for the narrative in the eyes of the average person?

"Tesla can't raise money and demand is dead and Tesla is dying and the stock sold off 50% on that fear - oh and by the way they raised $2.7 billion in a day AND just had a record quarter, the most cars sold ever"

Ponder the absurdity of that statement in the average mind and you'll see why this matters and not financials or full year guidance, for now.

nh on the long call. i was stopped out of my shorts before i left my computer that day.

I'm curious though - the day before I exited over 1/2 my shorts at 178 and then posed the question of what ppl's short term price targets were. There were crickets. Where were you saying you thought tsla was going to pump 20% shortly? I don't doubt that you thought that, but the call at 186 on a day the spy ends the day up 2% isn't nearly as helpful. in fact i still have my doubts about how strong the legs of this pump would have been if the market had continued to tank.


I find it interesting some of you are questioning the demand death. Can anyone explain or give a link showing a coherent path to profitability?


TS- it would be great if you start posting more stock predictions in these threads. I don't need proof you are invested to appreciate and evaluate logical, insightful investment opinions. I don't care in the slightest about your relationship to ASAP, but it would greatly improve the quality of the boards here and stimulate intelligent conversation. Seems like you stopped posting those because you felt unappreciated or whatever - consider this the moment to jump back in.

I do agree Spiegel take is sketchy but people aren't disagreeing. I'm not sure what I think on it.

Also agree the stock was so beat up any potentoal good news was a rally/squeeze. BUT. The institutions are out, insiders are selling, the bear case is still fully intact. That's why I'm viewing it as a short opp.

Just saw this

if they lose 700M again then will the sales matter? they will be on pace to need a raise again within a year.

20k is way too high for Europe. It isn't a question of logistically how many they can deliver in a month but how many they can sell.

They are clearing out S/X inventory with big discounts again but that isn't a huge number of cars. 3 backlog is depleted. Order now and June delivery still available.

US June will spike but not to 26k.

Elon wouldn't offer the bonuses if he thought they could reach them. 80k at most imo although that could still form a narrative that Q1 was the aberration and temporarily boost the stock price.

I'm curious what gives Musk more credibility in your eyes than he had 2 weeks ago?

The timing of the leaks is incredibly convenient.

after a run up from the delivery numbers, there will likely be a great entry point for a short position, Q2 financials will be a disaster, but Q3 will end any bull narrative that still exists

It's all a question of whether it makes sense or not. Him lying about this in an email to staff doesn't make much sense. The numbers also make sense

- They've dropped prices a lot, which stimulates demand
- July 1 the tax credit drops in half
- New markets have been opened up recently
- Seasonal effects are very strong this time of year

Just because I think Musk is a liar and fraud doesn't mean I think even 20% of what he says is a lie...it's situational.