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  1. dakh

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Another drop on Monday because Mr. Market doesn't like changes? Shout out to all the early adopters!
  2. dakh

    Anyone here with experience working on the radiator/coolant leaks?

    2020 I have no idea which part is broken, it would require substantial disassembly of the plastic box the rad is in. The car says battery coolant is gone and will not go faster than certain speed (seems variable) due to battery heating up. Also loud high pitch whine, I'm assuming from a...
  3. dakh

    Let’s play is it totaled or not?

    You are in for one more shocker: most certified Tesla repair shops here are booking appointments for August. So regardless of who pays for it, if the car is not totaled you aren't driving it for a while. You can get a repair estimate right now though.
  4. dakh

    Let’s play is it totaled or not?

    Not practical in WA, sales tax is going to be not "some money" but "a lot of money". And you only pay sales tax on the difference when trading a car in for a more expensive one.
  5. dakh

    Anyone here with experience working on the radiator/coolant leaks?

    Yes thank you, I'm aware there's an air bleed procedure accessible from the service menu. I'm talking about a more basic thing though: how to get the coolant into the system? My understanding is if, like in this case, the coolant is lost from the battery contour, the octovalve needs to be put...
  6. dakh

    Anyone here with experience working on the radiator/coolant leaks?

    Thanks for the replies! "Take it to them" doesn't work, they actively denied my repair request and sent me to a "certified shop list" which anyone local has "appointments starting August". We dicked around with this thing for a while and identified one snag that would prevent us from fixing it...
  7. dakh

    Anyone here with experience working on the radiator/coolant leaks?

    One interesting detail: there's coolant in the radiator, but there was definitely a coolant leak from somewhere.
  8. dakh

    Anyone here with experience working on the radiator/coolant leaks?

    A buddy borrowed my Y and got unlucky, ran a raccoon over on the highway. The car lost coolant and is saying "Ok to drive but bring to service". Well, nearby "Tesla certified" shops are ready to schedule an appointment in August, so we're pretty screwed. And Tesla says they don't wanna do it...
  9. dakh

    ideas on constructing a macro-neutral long TSLA trade

    Thinking about this some more, it would be interesting to play an options game in this direction as well. Sell '24 QQQ LEAP call and buy same expiry TSLA call, both out of the money by the same %? Should be good timing to do it now because of the IV drop in TSLA calls, although it's not much...
  10. dakh

    ideas on constructing a macro-neutral long TSLA trade

    Hardly been even lurking here since I retired, so Hi! I like the current TSLA setup with upcoming stock split, already great and still improving financials, AI day coming up.. But I'm not willing to take much if any macro risk for this trade. What would be a good way to hedge the overall...
  11. dakh

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Reading up on all the comments bummed out about 25K car.. It doesn't really make any sense at this point. They claim FSD is close on the product timeline to the possible 25k car, if they tried to make one. Once FSD is on, the game changes completely. Tesla will need to focus on taxi-type...
  12. dakh

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Congrats to all the longs! This I promised at 1000, 1200 and Tesla tequila is getting uncorked.
  13. dakh

    What other tech stock to consider?

    I gotta do this again, thank you @Discoducky! Over 100% gain since I got in on STLD, plus dividend. Sits nicely next to STWD which is 50% up since I was made aware of how badly mispriced it is plus that one pays 7.5% div as well.
  14. dakh

    What other tech stock to consider?

    @Cosmacelf I thought LGChem split off the battery division and I looked into trying to buy some and couldn't figure out how. SK should probably be on that list too. Would be cool to buy into their tech index similar to QQQ.
  15. dakh

    Early retirement strategies

    My last day advancing Azure machine learning is this Friday. I knew for the last couple months, yes it was better and I understood some things about my relationship with the company culture and about myself a lot better because of a different perspective retirement has given me. But it also...
  16. dakh

    What other tech stock to consider?

    I've been trying to figure out what's going on with LG Chem splitting off the battery division. Best I can tell, they will either IPO on Nasdaq or more likely on the Korean exchange. If the latter, I'm guessing it'll take some serous jumping through hoops to get in on that. Anyone got any...
  17. dakh

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Are you saying we close just under 700 on Friday? :)
  18. dakh

    What other tech stock to consider?

    And what stock is green today? That's right, STLD. Thanks @Discoducky! I bought 2k shares in a few transactions over time, and up almost 20% since.
  19. dakh

    Breaking into a Model Y

    Ok so you would have to have the phone already authorized, you can't just grab a friend's phone, punch in your password and unlock a car (in case there's cell serice)? Heck I might try it today, have some old phones laying around that would work. On why I didn't take the phone, I simply didn't...
  20. dakh

    Breaking into a Model Y

    I just ordered up an extra card from Tesla and I'll just hide it somewhere, like behind the black plastic rear bumper cover where the hitch access port is.
  21. dakh

    Breaking into a Model Y

    Oh wait, maybe I don't know something -- can you unlock the car from ANY phone, maybe via tesla.com? For all I know, you can't unlock it remotely in any other way but with a phone app that was previously paired with the car.
  22. dakh

    eco friendly dirt biking

    Consider getting a small Oset also for the kid. They're awesome, and you can pony up some $$ for an upgraded battery that lasts a very long time. SurRon started making what looks like a worthy Alta replacement, but they're not yet sold in US and the only US dealer (Luna) explicitly decided not...
  23. dakh

    eco friendly dirt biking

    Man you're on it with doing due diligence. Yeah the battery can be removed but I'm not gonna do it every time I go riding just so I'm closer to hitch weight limit. Which at least on the link I posted for the Tesla bike carrier is only 120lbs anyway so I got no chance to squeeze this beast in...
  24. dakh

    Breaking into a Model Y

    Huh, what ring? You can use something with bluetooth radio other than a cell phone bluetooth as a key to open the car? Edit: ohh I got it, an $125 ring that has RFID and can be set up to use instead of the card. Cool!
  25. dakh

    Breaking into a Model Y

    I've noticed sometimes the car takes a bit longer to wake up and become responsive to things like my phone being around or me waving the charger plug around with a button pressed waiting for the charge port door to open.
  26. dakh

    Breaking into a Model Y

    If the phone is in the car, of course not. Luckily mine and hers are not the only 2 phones in existence, and I'm not beyond asking a friend or an innocent bystander to make a call/text.
  27. dakh

    eco friendly dirt biking

    Model X/Y Hitch Rack this says 120lbs, yet they sell a 4-bike rack that itself weights 40lbs. You'd have to have a set of very expensive carbon bikes to have all for under 20lbs each.
  28. dakh

    Breaking into a Model Y

    Yes I'm not at all upset that it's so easy to open, you can't really drive off anyway and if thieves want something from the car they'll likely just break the window and grab it. Why are you carrying a fob at all? What does it offer over cell phone bluetooth pairing? This was a perfect storm...
  29. dakh

    Breaking into a Model Y

    Had a good-up over the weekend that got me to learn how to break in to my car. Turned out it is extremely easy. I drove out into the middle of nowhere in the woods to practice some trials on my new electric trials bike, closest cell reception is 20 miles away. Then I thought, well, if I leave...
  30. dakh

    eco friendly dirt biking

    Wow thanks for bringing this to my attention -- I just looked up the towing spec and tongue weight. Actually if you're installing an aftermarket hitch it will not have anything but tongue weight and tow limit. Vertical load is really a strange way to do this, because it doesn't specify what...
  31. dakh

    eco friendly dirt biking

    I have been here for a while for the investment forum, but thought you fine folks in MY section would get a kick out of this: It is an EM ePure Race with a stock MY hitch and an aluminum hitch carrier. Some points of interest: 1. This doesn't seem to impact range that much, computer...
  32. dakh

    What other tech stock to consider?

    ..and dang it people, this juicy warrants trade is coming in hot on the heels of Fidelity finally coming up with my 1099*. Ouch.
  33. dakh

    What other tech stock to consider?

    Thank you, seems plausible. Interesting that MP Materials only went up a bit over 1% on this.
  34. dakh

    What other tech stock to consider?

    Lynas Rare Earths jumped up almost 12% today seemingly on no news. Glad it did but am I missing anything? Oh and for the somewhat off-topic conversation on dividend stocks, consider STWD. Rock star manager and they've been paying around 10% for a while now. I follow a few folks who do a lot...
  35. dakh

    What other tech stock to consider?

    That wasn't me buying lol. I bought a little earlier than the pop. Will buy another batch tomorrow.
  36. dakh

    What other tech stock to consider?

    Super, thanks a lot for offering your research. I have a silly question: I see the average volume for OTC ticker is ~300000, does this mean I have to trickle my buys over multiple days if I wanted to get a low 6-figure investment in? Seems totally unreasonable but just wanted to make sure I'm...
  37. dakh

    What other tech stock to consider?

    MP Materials is not a competitor?
  38. dakh

    What to do with Sudden Influx of Cash?

    Well, at least SCTY stock that got rolled into TSLA eventually went green and then really green.
  39. dakh

    What other tech stock to consider?

    Sure you have to dance now, the question is when will the music stop playing. There should be some perceptible jitters before an actual big crash. Where to run once the jitters are detected, I have only some faint ideas. Chinese stock index is jumping up too (20% this year), I'm using FLCH...
  40. dakh

    Portfolio diversification

    Yes so unlike the stock market, there's no mechanism to ensure liquidity. I still am a bit unsatisfied with how they explain how they value the shares you buy. Who is determining the current price of all the properties you're invested into? They would be incentivized to provide inflated...
  41. dakh

    Portfolio diversification

    Thanks for the tip on https://fundrise.com/ . I read some of their materials and I'm going to get into it. I learned very little about REIT space so far, on the surface it looks like you're essentially paying for experts to pick properties for you and handle all the paperwork and management...
  42. dakh

    How much $ to retire and how to fund your lifestyle in retirement

    The way I understood what Cathy is referring to is that during crisis disruptors grab market share and when recovery comes around they come out way ahead of the incumbents. So crisis accelerates the market shakeup, but that doesn't mean your investment in disruptors is going to stay more stable...
  43. dakh

    How much $ to retire and how to fund your lifestyle in retirement

    I think I didn't quite grok what you were asking about, sorry. To me TSLA is just one of the assets in my portfolio and I am effectively making bets on overall portfolio return, and not just that but over a substantial time frame plus with certain resiliency to portfolio value fluctuations. I...
  44. dakh

    Portfolio diversification

    Huh? Is that your way to diversify out of TSLA, to start trading TSLA options? :P
  45. dakh

    How much $ to retire and how to fund your lifestyle in retirement

    I think there are 2 aspects that need to be managed/considered 1. Do you plan to draw down evenly or can you either reduce spending if the market is down or have cash-like assets to not have to sell in a down market for a while 2. Can you configure your portfolio for producing good returns...
  46. dakh

    Portfolio diversification

    I started a similar thread some time back and it didn't get much traction portfolio management/diversification Since posting that thread I have gotten more and more convinced in Ray Dalio's advice. Since I transitioned from reckless risk-taking (by common investment standards) to actual...
  47. dakh

    Wiki Selling TSLA Options - Be the House

    Gah! Happy about the gains but this trade looks like will have to go for another century or so to get into green.
  48. dakh

    Wiki Selling TSLA Options - Be the House

    I'm looking into the ITM call writing and yes this looks pretty attractive. When you say "smart money would be to enter later", I'm going to guess that you'll be watching IV and price movement and looking to pick a good combination of high premium and a strike price that looks safe enough vs...
  49. dakh

    Wiki Selling TSLA Options - Be the House

    Current status of this trade as of Monday's close: -c860 is now worth $1300 (cost basis 4300) and -c800 is worth 3500 (cost basis 8050). Overall the math for the option trades I still have +660 sold 2x c780 -8600 bought back c780 +4300 sold c860 -> -4300 -8500 bought back the other c780...