Search results

Really, really good and detailed responses. Thanks, all.

I'm a long-time driver of a 2013 Model S (85kw), and I'm starting to look into replacing it with a newer model year. It's held up very well overall, but the battery capacity has diminished significantly. I'm inclined to buy used but probably wouldn't go any further back than 2020. Does anyone...

Very big volume in the first hour of trading (unsurprising, given the "news" last night and the overall market volatility). Not sure what he's seeing.

I think today's move down is less about the substantive impact of last night's news, and more about the big players using the news as a liquidity opportunity. There are a lot of institutional investors out there who have major, major profits in TSLA, and they need high-liquidity days to take...

Playing devil's advocate here, I actually think the OP is expecting a bit too much with respect to changes in estimated delivery time and lack of "a reason." Until the car is in production, or even finished production and about to go on the truck, Tesla has been very clear that the delivery...

Agree strongly with all of this.

Days like today are the price we all pay for a stock that has the potential to explode upward (and has done so over the past year plus). Volatility and momo go both ways.

I actually don't think the other person to whom you're referring took it that way--I think he just didn't understand the risk profile and obligations imposed by a naked (short) put in the first place. Sounded like he got it confused with a naked (short) call, or maybe something else entirely...

Excellent, thanks.

Thanks for the responses. I'm not interested in anything other than a single USB stick at this time (although the USB rotator posted above may be worth getting). Just trying to figure out whether a full-length USB stick will be in the way at all, versus a low-profile one.

My Model S is out of my possession for a few days, and while I wait to get it back, I want to go ahead and buy a USB stick for music. For those of you who use a USB stick, I was wondering whether you would recommend buying a "low profile" USB stick (see pic below), or if a standard full-length...

I've never once had a broker ask me that, because it doesn't matter for my margin requirement and doesn't matter for the execution. A long put is a long put. My broker doesn't care why I'm buying it. (Though I grant you that brokers may differ, and this could be relevant to somebody using a...

You're technically correct, but the phrase "naked put," in context, always refers to being short a put. People don't talk about "naked long puts" (or calls), because your risk on a long option is always limited to the premium you paid for the option, regardless of whether you hold the underlying.

It's not all that different than a "cash secured" put--the difference is, with a cash secured put, you are setting aside enough cash to buy the underlying (whereas with a naked put, your broker will be allowing you to use some margin--not just cash--to buy the underlying). Since you're in a...

Yes, it is the same. In fact, it's exactly the same. There is literally no difference between selling a put and writing a covered call in terms of risk/reward at expiration. The only differences are the margin requirements, options permissions, and dividends/interest. You could Google this...

A covered call has the same risk profile as a naked put, so I don't really categorize that as a defensive move. Unlimited downside risk on either. I actually think it's kind of silly that some of the huge brokerage firms (Fidelity comes to mind) tell their retail account holders about covered...

No idea whether it's going to be a down week or not, but I definitely agree that this is a combination of a shaky market on open and the Morgan Stanley note, not just one or the other. Hopefully the broader market recovers from here, although it wouldn't be totally surprising to see it...

No. It said "Production Complete" until the big "ACCEPT DELIVERY" button showed up the morning of my delivery.

Yes, things definitely moving along now. Sounds like yours will be there very soon.

Took delivery of my 85 this afternoon in Austin. They said it was their first day of deliveries (with mine being just their second delivery of the day, I think they said) in several months due to the factory shutdown.

Yep, that's your VIN number, and when you see people around here post their VIN, it will be just the last five digits (which is the only part of the VIN that's unique to your specific car). Now that you have the VIN number, you can set up financing and insurance (although you still have some...

It's a great market. Rates have come up a bit since the valley a year or so ago, sure, but the past few years have been arguably the best loan environment in U.S. history for prime loan candidates (meaning the people who may not necessarily need a loan, but who realize that it's smart to use...

Another update: Got a call from the Austin SC and my car is on the truck from Cali to TX now. Delivery scheduled for this Friday (about 6 days ahead of the revised estimate).

Went from In Production to Production Complete this morning. VIN 500xx. Dashboard currently says Sept 18 for delivery (originally was Sept 4). I suspect it will be right around there. "Production Complete Your Model S is being prepared for pickup or delivery."

Very good point.

Not sure it's "reading too much" to assume that somebody of extreme intelligence like Elon Musk is savvy enough to know how to manage expectations (and thereby boost the chances of long-term success). I'm sure he does legitimately feel it's "too high," but I'm also sure he knows the power of...

IMO there's some fallacy in Elon's notion that a stock is "too high" short term but "fairly priced" long term. The market is the ultimate leading indicator--the sum collective of the knowledge of every market participant. The whole reason TSLA is this expensive right now is precisely because...

Interesting. That's a really good point about the declining short interest. Still, I think the broader market is going to make it challenging for TSLA to remain low vol for months and months. The market itself is near the low end of its volatility range, and that's going to move up at some...

Always possible, but TSLA is already at the very low end of its IV and HV range. In fact, it hasn't been this low in more than a year. Given the mean-reverting nature of volatility, I kind of doubt it goes much lower (though that doesn't mean the stock can't stay rangebound).

I'm not in his head, but I would suspect that's exactly why he's doing it. I think he's essentially trying to manage the human psychology of the market. By semi-occasionally stating that the stock is "overpriced," Elon essentially mitigates some of the latent fear and anxiety in the market...

The initial gap down was probably a function of Elon's comments, but the slide over the past 30-45 minutes mayhave a lot more to do with the overall market than anything TSLA-specific. The RUT has gone from in the green to -.60% in the red very quickly, coinciding almost exactly with TSLA's...

After test driving an MS with the pano roof, I asked the Tesla rep if I could drive one without to compare. It made the decision easy--I strongly preferred the more open feeling and additional light provided by the pano roof. (Note: I say this as a person who will probably never actually open...

I suspect you're right, as my MS went to "In Production" last Friday (after switching to "Production Queue" earlier in the day first). I think that definitely proves that VINs aren't produced in straight sequence, as yours would already be in production now (they're making well more than 40...

Instead of dual chargers, I may buy the CHAdeMO adapter once it comes out, but I can see the advantages of either approach.

My status updated this morning to the "production queue" one that folks have mentioned above, but later in the day it updated again to: "In Production The Tesla Factory is building your Model S." VIN 500xx, confirmed 5/24.

As of sometime today (8/30), I'm in production. VIN 500xx, confirmed 5/24. "In Production The Tesla Factory is building your Model S." Side note: It actually updated first this morning to the "production queue" thing that lots of folks are seeing, but then switched to the above sometime later...

The "aftermarket" look is cool in its own right, and if that's what you want, you should go for it. On Steel Grey, it's at least a bit more contrast than on the black or (super dark) blue. I just think as a matter of physiology that the eye wants to see some contrast to help accentuate the...

Totally agree. The Luganos look GREAT, but I really think silver/metallic colored rims are a necessity on a very dark colored car. You need some contrast.

I don't know anything about Tesla's shipping logistics, but I would bet your shipping time from Fremont to Florida is longer than a week. That'd be my guess. But I'm also starting to suspect that they're being very conservative with their revised delivery estimates to avoid disappointing people.

Good info. My VIN is relatively close to yours (50012), so I'll let you know if I hear anything further regarding my supposed mid-September delivery.

Does anybody have any thoughts on XPEL Ultimate vs Suntek more generally (not specific to visible edges)? My installer offers both, and while he says they are both great products, he said he prefers Suntek and recommended it highly if I'm not concerned about warranty length (5 yrs vs. 10 for...

Wow, so that could be a month-plus delay. Seems like these delay estimates are getting worse nearly every day.

My DS said two weeks--not one week--behind schedule, and he didn't sound particularly confident even at that. I wouldn't be at all surprised if we're looking at 2-4 weeks delays, depending on your production week, delivery location, etc. Of course, it's also possible that he was giving himself...

My VIN is just a bit older than yours, and my Sept 4th delivery in TX was delayed until "the latter half of September," so I would imagine you can expect the same. (My dashboard actually still says Sept 4, but my DS called to tell me that's no longer accurate.)

Just made some calls, and it looks like there are a couple good shops in town that can do a custom dark-colored headliner for significantly less $ than the Tesla black alcantara would cost (and unlike Tesla, their costs would scale down due to the pano roof). That would also allow me to avoid...

Indeed, that would be quite helpful, if anybody has one.

Thanks--that's definitely helpful from both of you. *edit* I'm souring on the idea now because I see that the dash comes alcantara as well if you order the alcantara headliner. I don't want an alcantara dash at all (but I love the way the dark headliner looks). Decisions, decisions.... Is it...

You folks who changed to the black headliner--did you go through your DS, or email ownership@tesla directly? I'm considering trying to make the same change.

A 20-day delay is pretty ridiculous. I thought 2 weeks was bad (and for all I know, I may well end up being delayed 20+ days when it's all said and done).

Nice config. I've got the exact same coming my way (except no fog lights). Well, if they ever actually ship it, that is. :rolleyes: