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Any idea how the low cost financing will affect earnings?

So what does the recent NHSTA mean with respect to Tesla’s liability in these accidents? Do we need to worry about big payouts in legal cases?

I learned my lesson the hard way. I sold my entire stake in Tesla when the Fremont factory closed during Covid. When revenue went to zero. And that’s when the stock took off. So the numbers including deliveries don’t always matter is what I took from that.

I am trying to better understand the hardware, and whether it is sufficient to truly achieve self driving. The side cameras are angled back, which I presume is to view the blindspot during driving. I do not think that these adequately view cross traffic when trying to make a right or left turn...

I am trying to better understand the hardware, and whether it is sufficient to truly achieve self driving. The side cameras are angled back, which I presume is to view the blindspot during driving. I do not think that these adequately view cross traffic when trying to make a right or left turn...

Ok, no more picking up pennies in front of the steamroller. Bought back 1/25 600 calls for a loss and covered the loss by selling 12/25 260 puts. I can never be short Tesla in any form or fashion again. Lets go.

I think you are probably right. Thanks for the reminder.

I’d love to get other peoples advice. I’ve been a long time holder of Tesla. I have most of my shares with a low cost basis, which I would not consider selling. However, over the last two years, I have added some shares, which are overall breakeven to slightly positive. I’m considering selling...

I am overall glad to see Tesla going up. But I don’t quite understand why at the moment. Aren’t we expecting low margins from all the price cuts and at most deliveries in line with estimates? Is it all the AI hype? I’m still not convinced FSD will ever be a viable replacement for a human driver...

Silicon Valley move all the way.

I am now seeing at least 50 and likely more Model Y long ranges in inventory within 200 miles of San Diego. Not a single performance model! Any ideas why there is such an influx of long range but not a single performance model? I really can't imagine many people buying a Tesla right now at full...

After mulling over the IRA exclusion of the 5 seater Model Y, I think Tesla should just include 7 seater free on all orders. They will of course take a hit on margin, but it will be smaller that the hit they would take if they drop the price to 55k. They may need to still offer up to a 7.5K...

I think those of you who are long term shareholders should be thinking more like long term shareholders. These numbers don’t matter long term. Really this recession is Tesla’s opportunity to take market share. That’s thinking like Silicon Valley and Tesla was born in Silicon Valley. Cut prices...

I am holding tight. I don't know how low this thing is going to go. Regardless, Tesla is my best chance to 10-20x my money so I am willing to take the risk. If it doesn't work out, I'm still richer than most people. For me the risk / reward is high and it would kill me to not be part of it once...

They are not offering $7500 for Model S as far as I am aware. Only 3 and Y. Maybe they should be.

Anecote: 3 days ago I counted 50 new model Ys in inventory within 200 miles of San Diego. This may not fully count cars which have identical configurations so the true number could have been much higher. This morning there is only 1 new model Y in inventory within 200 miles of San Diego...

Yesterday I converted some stock to 2025 Jan 140 calls thinking we were at the bottom around 138. Now we dropped to 125 and Elon on twitter spaces is implying we could get to a situation where margins are zero or negative in a bad recession. Now I wish I just stayed in stock but if I switch...

So if a person goes to buy a car on Jan 1, how will they know what discount they are getting? Isn't it point of sale?

Can someone point me in the right direction? Will Tesla start benefiting from the IRA beginning 1/01/23? Or has it been delayed?

I think certainly earnings will be affected but its only 1 month of the 3 month period so roughly 30-40% of sales. Also, their efficiency is likely increasing with Berlin and Austin which will help mitigate the effect on margins. They should also recognize some FSD revenue due to wide release of...

This is perfect. I knew he wouldn’t be the direct face of Twitter long-term. It just doesn’t make sense to take all that heat. I hope the stock doesn’t gap up tomorrow morning before I can buy.

Wait a second, Elon can't buy the Federal Reserve, can he?

It has been a tough several months for all of us. I'm down 8 figures from the peak. The only consolation has been money I set aside in a CRT (by selling TSLA shares) which has provided me with stable income in retirement. I guess what I have learned is that my portfolio going down millions...

We should all get together for a come out of retirement party.

He just has to sleep at Tesla instead of Twitter. Thats the only requirement.

I do not recognize this unusual price action.

Personally, I think a token buyback is a good idea. It just serves as a reminder to the market that this is an amazingly innovative company with strong cash flow and if you don’t wanna buy shares someone else will so don’t take this company for granted. It does not have to be $10 billion. I...

How bout selling far OTM leaps to fund buying your short term puts? You have your pie and eat (most of it) too. Even if it gaps up you'll have plenty of time to buy the calls back later at a profit after the next round of FUD. For example you might consider selling 1/19/24 750 C for $3.45.

edit: no longer for sale

I like boring. Boring is good. We don’t need gimmicks. Tesla leads in every way. That is all that matters.

Estimated delivery for model Y is September in california wow, just wow

IMHO, stuff like this ALWAYS ends up being a nothingburger...I used to get concerned but it always goes away.

This is so good! Elon's doing great!

Since its the weekend, I hope its ok to post this here. Trying to understand better about charitable remainder trusts, potentially as a way to retire, avoid taxes on selling Tesla, and get an income stream. Because Tesla could go up soon and many of us are contemplating retirement, I think its...

Oh right, ok good, now that you've pointed out that minor oversight I am SUPER BULLISH! What would I do without you guys...

So 33K/ month, about 400K annualized run rate. Seems not so good, right? Didn't they end last year at a 60K/month run rate? What am I missing?

Who knows, maybe they sold already. I'm sure Elon was getting some flack from China about the decision to buy bitcoin. When it went up to 58K, there should have been some incentive to just sell and realize a profit of roughly 1B dollars which would make Q1 look great. Hopefully that's what they...

If Seth thinks that was a fun ride, he should have stayed in the rest of 2020!!

Is this when we see whose behind the simulation???

The Rise Of Stealth Wealth: Ways To Stay Invisible From Society If You Have Money I found this article about practicing “stealth wealth” very interesting... maybe it will be helpful for you as well

I wasn’t too thrilled with their portrayal of the model Y, especially reliability and autopilot. Do we believe reliability is still poor or does anyone have a sense or data indicating that there has been improvement over time? Edit: I think autopilot is much better than they portray.

but isn’t your home overvalued?

So if the puts you sold ended up ITM, would you have put down 6.2 million and purchased 10k shares or just bought back the puts?

Getting used to the fact that, with Tesla's rise, some of the heavy hitters on this forum are turning into investing superstars!!! Well deserved IMHO

As always, there are those that think Tesla is overvalued and cannot fathom the recent price appreciation. As a Tesla Bull, I'm trying to better understand why the recent price appreciation has been so spectacular. I realize that the S and P 500 announcement has a lot to do with it, but if that...

This stock is making me look like a genius ...and that isn’t easy

I think anyone who has ever sold TSLA shares or not bought as much as they could feels your pain. I don't think anyone could have anticipated the magnitude of this move, although some have come close. I alternate between just being super thankful for the shares I have and wishing I had bought...

I believe shorting LEAPs is the same thing as selling LEAPS so yes there is a disagreement between the 2 articles. However, I don't think that tax is much different between short term and long term at a total income of 290k. It comes out to about 24% either way. Feel free to PM me if you'd like...

The article I referenced above seems to indicate they will be taxed short term even if sold short in account longer than a year. But he is planning on retiring so his income in 2022 could be much less. I’m getting about 23% effective combined tax rate in Utah if 290k is his only income. Not...