Recent content by dc_h

I’ve noticed that a lot of very smart people do high impact dumb stuff. It works out if they have a feedback mechanism and not a feedback loop. The alien dreadnaut disaster was resolved because Elon had a team to bail him out and who anticipated he was wrong. That feedback process seems gone for...

I wonder if TSLA short sellers are forced out of positions to cover GME losses. Why the forces that be continue to allow more than 100% shorting of a stock is beyond reason. Very inefficient use of resources.

I'll roll them down as the week progresses, assuming we don't run into the 180's and try to roll in some July 220 calls.

Annoyed at myself. I sold 20 187.5 calls too soon this morning. Busy and didn't wait for a top. Closed 165 puts as we hit 175 and will be glad not to sweat them this week. Would still like to see green on the Model Y too.

The color issue is especially true in the USA where you have two plants. Why not make different colors in the two plants.

I hate selling puts. I just rolled P170 to next week. I could have bought it back this morning, but figured it was safe. I have a harder time staying rational and rolled when we with 168, but should have waited until after 2 and all extrensic value is gone and we likely circle back and close...

You are relentless! I've been sweating (not much) 5 170p and was sweating 5 185CC. I appreciate your insight into getting out of trades that don't go your way. I bought 140 calls to 2x 160 calls to get them closer to strike. I can roll them out to next week for a small credit and wait for a...

"220, 221 whatever it takes"

Anyhow...we're crossing into the other thread, myself included. I sold 205 CC's this morning before MMD and sold some 170 puts on the MMD. Will be interesting if the additional cuts push the stock up or down, or continue sideways. Either way, I'm trying to not get too close to the money. I do...

I think if you were on the board and Elon didn't fire you, or you didn't change his mind, you were not doing your job.

The margin compression is due to delays for new products. Delayed semi, delayed batteries, delayed Model 2, delayed Y refresh. Tesla got a boost managing though covid, but gave up the edge in not maintaining the pace of innovation. That is due, at least in part, on Elon being the Twitter sitter...

Consumer goods should decline relative to the market. High growth stocks are more subject to lower rates, which increase the discounted value of future cash flow.

Apple reinvented itself into a mobile communication platform. Maybe Tesla becoming a mobility platform will be the Apple story of the next 15 years. I sure would like an excuse for another stock split.

I sold 200 shares of Apple and bought Dell in 1998. There was no way for Apple to scale up. You had to make me look that up! I'm glad I don't own 22,000 shares of Apple. I'd be lazy and sitting on a beach instead of figuring out how to make up for not selling any Tesla at 400 when my wife told...

After rolling my 185 CC's out to July, I started shortening them up today. A little too late to get much done. I opened 2 190 May 3 call for each July 19th 190 calls. I added some 195 calls as well. Looks like MM have taken control back will keep the stock in a channel, until Elon drops another...