Recent content by esk8mw

Is your reservation for a Founders roadster or a regular? I bet those Founders don't last long...

Bought J19 calls when stock was @325. Might be premature but I'm ready to add more if we have continuation lower. I'll go deep into margin if we hit 300.

Hmm. "Before the end of the month" timing seems to align with Q3 earnings call. That could be a nice little surprise for the call.

Every situation is unique but mine was about $2000.

Looks like Elon is prepping the sleeping bag for some quality time on the M3 line. I hope they are able to work out the kinks quickly. It looks like the reality is that the line won't be running smoothly until December. The question is - once the bottlenecks are resolved, will production jump...

Probably was the PR Governor after hanging up the phone with Elon.

If Elon keeps solving the world's power problems the Powerwalls may never ship! I'm beginning to understand why Elon said TE products would have a never slow ramp and production constraint for the foreseeable future. Demand for these solutions will just be off the charts once people/countries...

Remember, you can still profit if you think a big move is coming and you aren't sure which way. Buy OOM puts and calls simultaneously, close them after the big move - profit. If you are really good you close the good leg when it hits, let it bounce the other direction and close the remaining...

While I understand and agree with your point generally re: not being too quick to dismiss conservative guesses (make no mistake, AJ made a guess and it may or may not be right), I think it's very premature to declare AJ on the winning side of this argument. I'd say most reasonable people...

Can anyone speak to the implications of merging the Model S/X lines at Fremont? I've never been to the factory and I'm ignorant of auto manufacturing generally, but I've heard several people mention this after tours. Can S/X output hold stead at ~2k/week post-merger? Will there be major...

It's tough to say, really. I honestly can't say any manufacturer has even entered the race until they speak to massive battery production and charging infrastructure. Putting out a compliance car means next to nothing to me. Putting out press releases and car show prototypes mean literally...

I disagree that the report is terrible. Record quarter is never a bad thing, especially since it's well above the previous record where they pulled out ALL the stops to move product (selling all showroom cars at locations, etc.). I thought the GM downward guidance was due to initial horribly...

I have weekly calls, so just a bit frustrated to see the stock move the opposite way it "should" move based on positive news. In any event, I agree this could turn around in short order tomorrow. It's an unpredictable beast, which was my point all along.

Record S/X high margin deliveries. No Model 3 production issues. Stock's initial reaction is to tank. Makes perfect TSLA sense.

It took a long time but I finally got it squared away. I located a spare conduit relatively close to my parking space and convinced the board to let me run a wire through it and hook into the garage's common panel (there was some spare space). I had it submetered and I pay the cost of juice...