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Old 08-02-2020, 03:00 AM   #13101
thethrill009
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TSLA showing cracks?

In the meantime, LIB stink, so batteries and ultracapacitors stink.

So grid storage stinks.
Therefore solar is garbage.

So EVs stink.

So mining Cobalt and nickel rocks (pun intended).

Etc etc.

The entire ripple effect requires on one thing.

(Btw, global energy storage market will be gigantic and a multi-decade double-digit growth sector, but not catching the global automotive market for many many decades, if ever.)

Last edited by thethrill009; 08-02-2020 at 03:05 AM.
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Old 08-02-2020, 02:56 PM   #13102
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Re: TSLA showing cracks?

Think we pump tomorrow on the space bs and potential otm call bs
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Old 08-03-2020, 01:19 AM   #13103
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Re: TSLA showing cracks?

Taxpayer grifter CEO got billions from the government to build 60 year old technology. Definitely going to pump.
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Old 08-03-2020, 07:15 AM   #13104
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Re: TSLA showing cracks?

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.

Last edited by jalexand42; 08-03-2020 at 09:33 AM.
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Old 08-03-2020, 10:24 AM   #13105
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Re: TSLA showing cracks?

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
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Old 08-03-2020, 06:26 PM   #13106
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Re: TSLA showing cracks?

Quote:
Originally Posted by ToothSayer View Post
Yeah man, completely ridiculous. Not at all a near perfect correlation with SPY at a 4-6x market multiplier today (and 3-10 on most directional market days), just like the graphs I posted last week:



Nothing to see here, move along. Like I said, pearls before swine.
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.
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Old 08-03-2020, 07:37 PM   #13107
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Re: TSLA showing cracks?

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.
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Old 08-03-2020, 08:50 PM   #13108
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Re: TSLA showing cracks?



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.
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Old 08-03-2020, 10:13 PM   #13109
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Re: TSLA showing cracks?

Quote:
Originally Posted by coordi View Post
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
the chinese probably gave him more billions
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Old 08-06-2020, 06:27 PM   #13110
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Re: TSLA showing cracks?

Rumor of mass firings at fremont. Right after denying q2 bonuses. Thx elon!
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Old 08-06-2020, 07:16 PM   #13111
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Re: TSLA showing cracks?

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Originally Posted by Xkf View Post
Rumor of mass firings at fremont. Right after denying q2 bonuses. Thx elon!
Link?
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Old 08-06-2020, 07:51 PM   #13112
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Re: TSLA showing cracks?

Layoffs are typically good for a stock price
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Old 08-07-2020, 09:17 AM   #13113
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Re: TSLA showing cracks?

Quote:
Originally Posted by jonnyman34 View Post
Link?
I think he is referring to some twitter rumors by Russ Mitchell and others


Makes perfect sense really
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Old 08-08-2020, 04:14 PM   #13114
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Re: TSLA showing cracks?

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Old 08-11-2020, 05:03 PM   #13115
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Old 08-11-2020, 05:26 PM   #13116
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Re: TSLA showing cracks?

It went up 100$ because of something that doesn't affect anything? Color me shocked
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Old 08-11-2020, 05:37 PM   #13117
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Re: TSLA showing cracks?

Surprised it didn't do more
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Old 08-12-2020, 02:47 PM   #13118
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Re: TSLA showing cracks?

I'm gonna sell an iron condor on TSLA SEPT 4 - prolly leg into it, call side first
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Old 08-14-2020, 02:38 AM   #13119
thethrill009
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Re: TSLA showing cracks?

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!
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Old 08-14-2020, 04:07 AM   #13120
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Re: TSLA showing cracks?

I'm thinking on buying on Tesla share just cause of the hype
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Old 08-14-2020, 04:08 AM   #13121
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Re: TSLA showing cracks?

Quote:
Originally Posted by fakekidpoker View Post
I'm thinking on buying on Tesla share just cause of the hype
FOMO
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Old 08-14-2020, 09:22 AM   #13122
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Re: TSLA showing cracks?

Quote:
Originally Posted by fakekidpoker View Post
I'm thinking on buying on Tesla share just cause of the hype
Is there any other reason to buy that makes sense?
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Old 08-14-2020, 09:43 AM   #13123
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Re: TSLA showing cracks?

Quote:
Originally Posted by Didace View Post
Is there any other reason to buy that makes sense?

This sums up so much TSLA showing cracks?
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Old 08-14-2020, 01:30 PM   #13124
fakekidpoker
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Re: TSLA showing cracks?

Quote:
Originally Posted by Didace View Post
Is there any other reason to buy that makes sense?
For the lols?
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Old 08-14-2020, 05:33 PM   #13125
djevans
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Re: TSLA showing cracks?

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

Quote:
Originally Posted by coordi View Post
It went up 100$ because of something that doesn't affect anything? Color me shocked
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.
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