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Old 09-17-2020, 12:14 AM   #13326
coordi
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Re: TSLA showing cracks?

We use the crankshaft to charge your battery while you drive!
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Old 09-17-2020, 09:30 AM   #13327
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Re: TSLA showing cracks?

i also don't think battery day will do much to stonk price. no matter how you spin it, batteries just can't be as exciting as autonomous driving. the bulls who seem most excited by it are the armchair physicists who like to tell ppl how much they love science and the like.

the next big test imo is q4 deliveries. bulls are still in the camp of 140k q3 deliveries and like 180k q4 deliveries to meet the 500k yearly guidance and i'm having a hard time seeing how they get anywhere close to 180k.
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Old 09-17-2020, 09:57 AM   #13328
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Re: TSLA showing cracks?

Yeah, I pretty much agree with TSs analysis on the situation. It'll probably be slightly disappointing and there will be a drop, and it will recover into deliveries announcement
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Old 09-17-2020, 11:00 AM   #13329
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Re: TSLA showing cracks?

Quote:
Originally Posted by BooLoo View Post
2 more weeks this quarter.
must be leaked email time pretty soon.
https://www.teslarati.com/tesla-road...nalysis-video/

edit: battery day is before the end of the quarter though
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Old 09-17-2020, 11:11 AM   #13330
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Re: TSLA showing cracks?

hey can someone talk me out of just buying a shitload of calls on october 1st? like end of octobeer or november exp. here's why:

-will report quarterly deliveries first week of the month
-if the twitter trackers are right and they post 140k deliveries, will be seen as huge beat, highest quarter ever by far, etc. should be good for a big ole pump on huge growth etc.
-even if they whiff by like 20k (huge whiff), still post 120k deliveries which i think is still the highest quarter ever, should also be good for a huge pump
-won't be like earnings binary so won't get iv crushed if i'm wrong
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Old 09-17-2020, 01:21 PM   #13331
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Re: TSLA showing cracks?

Quote:
Originally Posted by m_reed05 View Post
I sold half at $445.
I sold the other half at $418.
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Old 09-20-2020, 09:18 PM   #13332
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Re: TSLA showing cracks?

Woooo

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Old 09-20-2020, 09:36 PM   #13333
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Re: TSLA showing cracks?

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Woooo

Bought a call at the buzzer on Friday, should have bought a zillion oh well

Edit: sry tried to edit the previous post and hit quote by accident my bad
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Old 09-20-2020, 10:18 PM   #13334
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Re: TSLA showing cracks?

What you Guys paying for your calls for next week?
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Old 09-20-2020, 11:10 PM   #13335
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Re: TSLA showing cracks?

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Originally Posted by snowie963 View Post
What you Guys paying for your calls for next week?
I'm still holding my $430 Sep 25. $57.95 a piece. Hoping I can unload tomorrow.
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Old 09-21-2020, 05:51 PM   #13336
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Re: TSLA showing cracks?

This guy has Musk's bull**** figured out:

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Old 09-21-2020, 06:00 PM   #13337
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Re: TSLA showing cracks?

Did the best I could and dumped my calls end of day for a $4500 loss altogether. Don't want to risk the price tanking tomorrow. But offset for a small profit by selling some calls which I feel like were a pretty good price. $21.50 each for $490 strike Sep 25.
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Old 09-21-2020, 06:35 PM   #13338
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Re: TSLA showing cracks?

Shuffle,
That's fantastic. These guys have a pretty good handle on "Fully Self Driving feature complete by the end of 2019" also:


Last edited by ToothSayer; 09-21-2020 at 06:42 PM.
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Old 09-21-2020, 07:10 PM   #13339
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Re: TSLA showing cracks?

Who knows but down 5% right now after hours
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Old Yesterday, 03:53 AM   #13340
Bakshi
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Re: TSLA showing cracks?

I saw firsthand a Tesla stopping on a dime for a pedestrian, and there are Twitter videos of Teslas avoiding all kinds of accidents. It's life-saving technology.

This past week I was speculating that Elon will announce he is stepping down from Tesla "to focus on Neuralink and his other businesses". Then Tesla will be able to get D&O insurance without him. He did all the shady stuff as a Hail Mary to save the company and it worked. I'm guessing the stock would tank to about $212 before rebounding. But after his latest tweets, I'm thinking he usually only does that before big news that will pump the stock, so $558 by Friday????? What does everyone here think?
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Old Yesterday, 10:58 AM   #13341
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Re: TSLA showing cracks?

my call got musked, oops, didn't expect him to tweet out "lol battery day not that cool" the day before
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Old Yesterday, 11:35 AM   #13342
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Re: TSLA showing cracks?

If he's telling the truth on deliveries as well ("we can beat 112K if you try really hard guys" in his leaked email), deliveries and then earnings have little to look forward to either. We always knew battery day would be a flop but I didn't expect deliveries to be a flop as well.
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Old Yesterday, 01:07 PM   #13343
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Re: TSLA showing cracks?

Quote:
Originally Posted by ToothSayer View Post
Shuffle,
That's fantastic. These guys have a pretty good handle on "Fully Self Driving feature complete by the end of 2019" also:

Nobody can hope to make sound objective decisions about TSLA whilst gleefully indulging in spiteful misinformation (Chinese "media" and a Twitter troll).
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Old Yesterday, 01:54 PM   #13344
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Re: TSLA showing cracks?

yeah, it's not like the guys who own the chinese media own 1 of their 2 car factories or some crazy stuff like that
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Old Yesterday, 07:18 PM   #13345
BooLoo
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Re: TSLA showing cracks?

after hours trading tells me this is going really great.

sell side analysts have their work cut out for them trying to spin that.
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Old Yesterday, 07:36 PM   #13346
coordi
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Re: TSLA showing cracks?

Turns out the bears where right about the battery situation a few months ago
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Old Yesterday, 09:27 PM   #13347
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Re: TSLA showing cracks?

Ugh seemed so obvious battery day would underwhelm based on elons tweets leading up to it. Still too shook to buy more puts tho.
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Old Yesterday, 11:14 PM   #13348
Xkf
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Re: TSLA showing cracks?

Didn't watch, seems like he revealed a new S in late 2021 and says 25k car coming soon? Was that it? Seems bad but why we tankin
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Old Today, 02:28 AM   #13349
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Re: TSLA showing cracks?

Quote:
Originally Posted by coordi View Post
Turns out the bears where right about the battery situation a few months ago
I challenged some bulls to give predictions for numbers, nobody did. Anyway here are the numbers they presented:


It was not on the same format that I gave my own numbers, but it is better than I expected.

Model S Performance 358miles range
Model S Plaid: 520+ miles range, 0-60mph <2s, 2021Q4

What they presented will influence the company in 2022, until then bears and bulls will just have to agree to disagree, hopefully afterwards one side will admit to themselves that they were wrong.
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Old Today, 07:50 AM   #13350
coordi
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Re: TSLA showing cracks?

Lol at you holding up a chart with a couple of graph blocks and the words "vertical integration". I was talking about the facts. No new factory, no new cells, still buying from panasonic, still making panasonic cells, promises to the future that will likely never come to fruition.

The facts
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