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Ridiculous. This thread is bogged down... it'll settle over time but this is a sad state of affairs

You're not alone. There's plenty of people who think like this. I am most certainly not in agreement.

He sold almost all of his small Tesla holdings and is nothing but a constant spammer on Tesla in attempt to garner interest in his fund. He's crap. Everything is hindsight and matter of fact, but he's just noise

Along those lines I followed @thenewguy1979 with some 5/31 +$185c that are up 45% so far today

You're magnanimous. I for one will certainly judge those who vote no

This is consistent with 90% of sales in 2023 were to first time Tesla customers. I come across this all the time where people are first time buyers of teslas and completely oblivious to so much of the minutiae we pore over here.

Meetings June 13th. May be worth it to buy a straddle for mid June as we get closer to the annual meeting. I think we'll likely see a big move one way or the other depending on the outcome of the votes

@grok In 2023, Tesla reported that about 90% of their vehicle buyers were new to the Tesla brand. This indicates a significant influx of first-time Tesla owners in that year.

Ah yes we are all fools. It is not lost on me that someone with considerable experience and expertise is describing the pitfalls he sees based on his experience and expertise. Putting your money where your mouth is is not only commendable, but adds further weight to your words of warning...

0 chance in the next decade for robotaxi? I'm definitely betting against that premise. Reading your entire post I can see why you've sold your tesla holdings as you see them as a failing auto company with software that will never achieve what Elon aspires it to become. But sure call it hype...

Follow your instincts and sell. If anyone is bullish here and we are incorrect on direction or timing then you'll regret not following your instincts. If you go back and read the last 30 pages of posts you can see that things are not looking good in terms of sentiment.

Regarding the use of lidar to verify ground truth data Elon mentions they don't need them for even that anymore. Wonder if they're using them for anything at all or if he's saying they no longer need them period. Sounds like they're making good headway finally with FSD

It's a reservation for the extender. Expected to be avail late 2024 according to the configuration page.

I didn't know that. I did not use the I vestor program so they must be going g through the 113 reservations now and hitting them up for foundation reservations

Seems like they're moving along with cybertruck deliveries. Just confirmed my design for my awd foundation cybertruck with range extender. Reservation was #113 and I wasn't expecting to get it for 2 more years. Happy to get it sooner and support Elon and the Tesla team.

Nope they can't hide replies to ignore. Instead this nonsense is allowed and the spam is protected. You can ignore the people inundating this thread with posts you don't care for, but you are not allowed to only disagree with posts as that's been explicitly forbidden. So you cannot quickly...

Definitely don't agree with this, but time will tell

That's a massive capital cost. What Tesla will do (they've explicitly stated this) is have a portion of the fleet owned and operated by Tesla, but the vast majority of robotaxis will be owned by other people. Tesla will still generate subscription and rev share from RT. This is probably why...

I was trying to remember the different reasons for taking on debt to pay a dividend and forgot about this thanks

Yup that was always a thing. When he exercises he has to hold for five years (excluding the sale of shares to cover taxes I believe) he received shares prior to the 2018 option package which is what he had previously used for margin loans and stock sales in 2022

I asked my mathematician friend if this is true and he replied with "..." He's either agreeing or frustrated with me 🤷‍♂️

I missed Elon mentioned vehs on ships and Vaubhavs expectation of q2 inventory build reversal. Much appreciated and informative. This is the kind of post I grew to appreciate from this forum where we would share information.

I'm making grilled cheese sandwiches while scrolling through these discussions. Jk. I continue to be bullish on Tesla despite the noise and eagerly await my cybertruck to be ready (maybe in two years.) Concurrently I also am eagerly waiting to hear what new vehicles will be produced next...

Nobody is running away and that's a loose interpretation of discussion

Pushing people away who have been here for a long time and want thoughtful discussion rather than argue with people who are not interested in any discussion is a strange way to run this forum.

Once again you fill in the blanks with despair. He did not say the affordable car will bring production to 3 million evs. That makes it sound as if one product will singularly be responsible for any growth or lack thereof. What he did say was that plans have been accelerated and production for...

Hard disagree. You're extrapolating short term negatives to the extreme and ignoring all else. Fsd, rideshare, and robotaxi are right around the corner and there will be significant demand for every vehicle Tesla can produce.

Sir, your pants are on fire

Bought another 10 +$195c @ $1.35. This is me probably:

With the volume spike and change in sentiment this week I get the feeling we will be moving higher by the end of the week Edit: to put my money where my mouth is I bought 10 may 3rd +$195c @ $2.73 just now. With 16m shares already traded it seems like this squeeze is still running

I've always leaned heavily bullish on Tesla and the two biggest data points we recently received were: 1. Last week Ron Baron was (in my opinion) almost giddy in his excitement for Tesla and when pressed on a timeline he exclaimed, "now! The time is now!" He further stated Tesla was at a bottom...

Well some people have lost confidence in Tesla and sold their positions. Although fsd discussions started going off tangent for this options thread, in hindsight it was certainly a material risk for bearish option trades that erupted over the weekend.

Post got deleted SMH. Fine. Stop responding to obvious short sellers repeating tired tropes... not even decent discussions. There are people here who have conservative estimates and others who are bearish on Tesla AND explain their reasoning. I don't agree with most of what they say but they...

Tesla will spend around $10B this year in combined training and inference AI, the latter being primarily in car. Any company not spending at this level, and doing so efficiently, cannot compete. -Elon Musk I never really thought about the spending on inference ai. There's a lot of talk...

Not sure what numbers you're looking at, but the market does not agree with you. Neither does Ron Baron for that matter. I know you and many others are very bearish on Tesla, but even your skepticism on production capacity is misplaced as Mongo has pointed out. I don't think Tesla should be...

Over the next 4 years there will be a reversion to the mean

You could try a roll to 6/21 Btc 4/26 -$130c $34.5 Sto 6/21 -$130p $1.72 Sto 6/21 -$136.67c $31.4 Sto 6/21 -$210c $1.5 $0.12 credit Problem is this is too ditm

Zero chance they will have no fsd hardware. And plenty of people will buy a 25k car and pay $100 a month for fsd.

Interesting that Tesla has 35k H100s and plans to increase this to 85k H100s by year end. +140% increase in number of H100s. The current pace of fsd releases is already impressive and Tesla must see a clear and obvious need for more compute. I think compute needs of Optimus are being taken into...

I think you misheard something. They stated once fsd is ready they will activate the robotaxi network and people can add or remove their vehicles to the network like a Mashup between Uber and airbnb. They never said it has to be the cyber cab vehicle design only. Tesla will own some of the...

Maybe try repairing it one strike at a time so for ex.: Cc $135 (say it's 5/10 expiration) Btc 5/10 $135c for $15.20 Sto 5/17 $135p for $5.45 Sto 5/17 $144c for $10.35 Credit $0.60 and slight improvement of strike You can adjust the amount of time you're rolling out and where you feel...

Lars said they expect to beat supplier based costs on nickel based cells by the end of the year. They're also under the belief that due to oem pullbacks, there is additional battery capacity available from suppliers which should lower costs. In my opinion: regarding 4680 cells it appears they...

Optimus to start doing factory tasks by end of the year. Sales possible next year

Lol. Quite the bear den in here

Timing is everything (obviously). 2019 tsla was in a nose dive so much so that I dipped into buying options for the first time since accumulating tiny amounts of tsla starting in 2014. My initial leap was purchased for I think $2000. As tsla continued to dive I ended up buying two more of the...

You can just ask grok every day what has Elon said regarding tesla

Says 5/3 or are you referring to something else? I missed it the first time too though

Those are rookie numbers 😆

Sold a may 24th -$140p at the open for $9.95. It's a CSP and happy to be assigned if it happens. Looking to sell the same date CC at -$175 strike for $2.5 if we have a bigger bounce today

This was my thought process when I was selling 30 day expiration and 20% otm cc on tsla in 2021. If it did shoot up I could just buy the stock. But my error was I ended up selling more and more calls and when they were suddenly ditm I couldn't buy the shares in time. I thought of buying the...