Open Side Menu Go to the Top
Register
TSLA showing cracks? TSLA showing cracks?

03-17-2020 , 09:04 PM
It should go a lot lower than that.
TSLA showing cracks? Quote
03-17-2020 , 09:07 PM
Quote:
Originally Posted by despacito
The level of twitter mob group think in this thread is spiking, which is a leading indicator for me to turn bullish again (not yet though).
Plus we're less than 9 mos from a fleet of 1 million robotaxis which will be incredibly profitable if this virus persists.
TSLA showing cracks? Quote
03-17-2020 , 09:11 PM
TSLA showing cracks? Quote
03-17-2020 , 09:15 PM
Quote:
Originally Posted by de captain
Plus we're less than 9 mos from a fleet of 1 million robotaxis which will be incredibly profitable if this virus persists.
fucc the robotaxis, tsla puts are gonna roboprint
TSLA showing cracks? Quote
03-17-2020 , 09:28 PM
If you're Tesla, is it better to voluntarily shutdown, or get a hard order to shutdown, in terms of accessing bailouts?
TSLA showing cracks? Quote
03-17-2020 , 09:30 PM
Irrelevant. Once they roll out the first robotaxi (any day now) they will definitely be reclassified as an essential business.
TSLA showing cracks? Quote
03-17-2020 , 09:34 PM
Quote:
Originally Posted by ToothSayer
It should go a lot lower than that.
Yes.

Quote:
Originally Posted by de captain
Plus we're less than 9 mos from a fleet of 1 million robotaxis which will be incredibly profitable if this virus persists.
Quote:
Originally Posted by de captain
Irrelevant. Once they roll out the first robotaxi (any day now) they will definitely be reclassified as an essential business.
Yes Good Sir!

But the robotaxi might not be feature complete for another 9 months!!

Quote:
Originally Posted by Shuffle
Elon is setting up the first colony on Mars. You can fly there on SpaceX next month to escape the virus apocalypse.

All you have to do is deposit your life savings with him. Hurry up you don't want to miss out!
If you post this with an ETH address from @el0nNusK420 on Twitter, you'll print.

Last edited by despacito; 03-17-2020 at 09:41 PM.
TSLA showing cracks? Quote
03-17-2020 , 09:43 PM
Quote:
Originally Posted by despacito
Quote:
Originally Posted by ToothSayer
It should go a lot lower than that.
Yes.
Did you end up shorting at about $600? I know you were mulling it after selling all your holdings at $920.
Quote:
Originally Posted by despacito
If you're Tesla, is it better to voluntarily shutdown, or get a hard order to shutdown, in terms of accessing bailouts?
They already had a hard order to shut down. It was a shelter in place order and all non-essential businesses to shut. They ignored it so now the sheriff got involved. Makes zero difference to bailouts.
TSLA showing cracks? Quote
03-17-2020 , 09:46 PM
Quote:
Originally Posted by ToothSayer
Did you end up shorting at about $600? I know you were mulling it after selling all your holdings at $920.
Unfortunately I missed the robotaxi on that one. You guys must be printing.

Quote:
Originally Posted by ToothSayer
They already had a hard order to shut down. It was a shelter in place order and all non-essential businesses to shut. They ignored it so now the sheriff got involved. Makes zero difference to bailouts.
I think it is clearly better optics for them to now appeal for bailout money as they have no option but to shutdown.
TSLA showing cracks? Quote
03-17-2020 , 10:16 PM
Quote:
Originally Posted by ToothSayer
It should go a lot lower than that.
Lol, agree
TSLA showing cracks? Quote
03-17-2020 , 10:45 PM
If someone offered you 10,000:1 on this prediction when Tesla was at $180 in June last year:

1. Tesla will go to $920 on no major event
2. A global pandemic will cause the Tesla factory to shut down (along with the entire world). The sheriff will be called to shut the factory down after Musk defies the "shelter in place" quarantine order because it's 2 weeks before the end of quarter.
3. Tesla drops to the 200s soon after

You wouldn't have taken the bet.

Last edited by ToothSayer; 03-17-2020 at 10:51 PM.
TSLA showing cracks? Quote
03-18-2020 , 04:04 AM
If TSLA were to get a bailout then pretty much everyone gets a bailout right? $1T stimulus package won't get the job done though. It will need to be more like $10T.
TSLA showing cracks? Quote
03-18-2020 , 04:45 AM
I can't stop looking at my puts. If this runs down to 300 or lower in the next couple of weeks I'll be looking at a 40x+ on my main position. Pure insanity.

I want to post a screen shot as a brag but I'll try to hold off until I actually sell the bulk. Trimmed some May 15 200s between 10.50 and 13, and mildly regretting that as it looks like this still has legs. Been operating under a 350 price target, but as others have pointed out, 200s seems like a no brainer in this environment
TSLA showing cracks? Quote
03-18-2020 , 05:55 AM
I think Tesla will not be allowed to go bankrupt just because of how much attention the company gets. It would have a significantly bigger impact than the money needed to keep the company alive.

Share price will drop to something like 190 or something? I think below 200 it'll be a mental price for people to think it's good to buy again.

If this crash does not uncover creative accounting going on at Tesla, 190 also is a good price. When this is over it'll shoot up again to ridiculous valuations.
TSLA showing cracks? Quote
03-18-2020 , 07:39 AM
This is my favorite act of analysis genius.

Tesla Price Target Raised to $500.00/Share From $370.00 by B of A Securities


Keeps a low price target while everything is fine. Raises it into a factory shutdown and global crisis that will devastate Tesla's sales and easy capital for many quarters to come.
TSLA showing cracks? Quote
03-18-2020 , 08:17 AM
Quote:
Originally Posted by ToothSayer
This is my favorite act of analysis genius.

Tesla Price Target Raised to $500.00/Share From $370.00 by B of A Securities


Keeps a low price target while everything is fine. Raises it into a factory shutdown and global crisis that will devastate Tesla's sales and easy capital for many quarters to come.
It's kind of like when people think all cops are bad because there are videos of bad cops


There are tons of people in every profession who are just awful at their job. Remember that when you go to the doctor.
TSLA showing cracks? Quote
03-18-2020 , 08:54 AM
Quote:
Originally Posted by ToothSayer
If someone offered you 10,000:1 on this prediction when Tesla was at $180 in June last year:

1. Tesla will go to $920 on no major event
2. A global pandemic will cause the Tesla factory to shut down (along with the entire world). The sheriff will be called to shut the factory down after Musk defies the "shelter in place" quarantine order because it's 2 weeks before the end of quarter.
3. Tesla drops to the 200s soon after

You wouldn't have taken the bet.
Throw in a forest being cleared next to a national park in Germany to make way for another factory.

Life is indeed stranger than fiction.
TSLA showing cracks? Quote
03-18-2020 , 09:10 AM
What's the bull case right now?

Not joking, i keep holding these puts but they are becoming much larger than im comfortable holding (for once, finally)
TSLA showing cracks? Quote
03-18-2020 , 09:11 AM
TSLA showing cracks? Quote
03-18-2020 , 09:13 AM
Quote:
Originally Posted by syndr0me
What's the bull case right now?

Not joking, i keep holding these puts but they are becoming much larger than im comfortable holding (for once, finally)
the bulls are all still super pumped about the supposedly upcoming battery day

i also think there's a world where q1 is not as bad as bears think it will be
TSLA showing cracks? Quote
03-18-2020 , 09:17 AM
Quote:
Originally Posted by Xkf
the bulls are all still super pumped about the supposedly upcoming battery day

i also think there's a world where q1 is not as bad as bears think it will be
I don't think Q1 is going to be SUPER awful, getting a decent amount of RORO's out combined with some friendly accounting estimates and you book a sub $!b loss and $1b cash burn and blame CV19, but i don't see a situation where Q2 is anything but a disaster
TSLA showing cracks? Quote
03-18-2020 , 09:24 AM
oh also the bull case is model Y deliveries have started
TSLA showing cracks? Quote
03-18-2020 , 09:27 AM
Quote:
Originally Posted by ToothSayer
It should go a lot lower than that.
Hmmm how about 250?
TSLA showing cracks? Quote
03-18-2020 , 09:28 AM
Quote:
Originally Posted by Xkf
saw this, crazy
TSLA showing cracks? Quote
03-18-2020 , 09:49 AM
They need to put Elon in cuffs!
TSLA showing cracks? Quote

      
m