Think we pump tomorrow on the space bs and potential otm call bs

I wrote a little something tackling 1 red flag of Tesla: the promise of FSD/autonomy/robotaxis.

[SNIP - No self promotion...you can feel free to post your thoughts here, but you can't just link to your website to draw traffic, sorry.]

Hardcore bulls aren't going to convince the bears. The bears aren't gonna convince any bulls. That's just how it is.
You can have long debates about battery edge, approach to FSD (lidar or no?), vehicle safety and all that. The bulls have their "facts" and have made up their mind. And so do the bears.
But those debates aren't convincing anyone of anything.

My goal was to talk about one aspect of the tesla bear case and not make it too complicated, so someone who's maybe neutral or sceptical about Elon & Tesla could "see the light".

I'd appreciate any feedback & share it on Twitter or with your friends.

Musk throwing the US, and specifically LA and NY that have both given him billions, under the China bus. Always the victim despite an endless amount of rope

Well let’s see what happened today.

S&P 500 up 0.72%
TSLA up 3.79%

3.79/0.72 = 5.72 which is between 3 and 10.

Welp TS 1 detractors 0.

I for one apologize, but I wish we would of had the 5 beta on Friday when my calls went to zero. I won’t apologize for that day.

A "score board" if you will of daily realized betas.

Assuming the risk free return is irrelevant on these days, which probably isn't too far from the truth for most days.

the chinese probably gave him more billions

Rumor of mass firings at fremont. Right after denying q2 bonuses. Thx elon!

Link?

Layoffs are typically good for a stock price

I think he is referring to some twitter rumors by Russ Mitchell and others


Makes perfect sense really

It went up 100$ because of something that doesn't affect anything? Color me shocked

Surprised it didn't do more

I'm gonna sell an iron condor on TSLA SEPT 4 - prolly leg into it, call side first

https://electrek.co/2020/08/12/tesla...y-density/amp/

I’ll just leave this bit of propaganda up. 200 cycles! Pop the champagne!

They should probably bring on a few smart people so they can get the cycles up to 750-1000+ in time for battery day

It’s truly amazing to read the enthusiasm in this article juxtaposed with facts that show just how far away this specific “breakthrough “ is from ever being viable in the real world. Forget the Y or trucks - Tesla planes!

I'm thinking on buying on Tesla share just cause of the hype

FOMO

Is there any other reason to buy that makes sense?

This sums up so much

For the lols?

Added the call side of the Iron condor today at 1800/1820 for 4.15 AUG 28

IT went up $250-$300 - and was the easiest call option play ever. I unfortunately didn't do it because I overslept even though I said was gonna do it the night before. Will revisit these calls after the stock splits - but now it should consolidate. Also want to rebalance my portfolio and add some TSLA to it.

It was bleeding to death and a stock split boosted it 20%.

Really makes you question how dumb the people investing in the stock could possibly be.

Fundamental architectural rewrite. Thought we were pretty much feature complete? Or thought there would be robotaxis by now