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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...

Would this somehow result in me getting one more referral and thus the Arachnid wheels I've been lusting over for a year? Then yes, this system should be implemented ASAP!

I've been a VIN counter for quite some time - though I haven't had a chance to dive in in detail this quarter. As a general rule, in a quarter like this, VIN counting should actually underestimate the final deliveries total. This is because there's a clear push to move inventory cars which are...

MN = Minnesota LH = left-hand drive car ???? Profit

Had a buy set for 340, never got there. Would have been great timing! Right idea, bad execution. My story trading TSLA short term for the most part.

In what has to be a first, I made a correct decision on a short term TSLA trade. Bought Oct calls at Friday's close and sold them this morning on the temporary spike for a nice profit. I'd be down bigly if I held. I also sold my J19 calls @ 380. What is the world coming to? Looking to reenter...

Bought some Oct 6 360 calls at the close. Hoping to play the Q3 deliveries (and hoping the Q3 deliveries don't bump the SP from 330 to 340 or something, ha). WARNING: I'm wrong on short term like 90% of the time. Consider buying puts.

Not really though - his kid is an employee I believe (and gave it to dad?). So, not a non-employee delivery yet.

Thank you for bringing this information over to us, very helpful. Any insight as to whether there is a particular push/focus on Norway/Euro deliveries this quarter? I know they have seemed to move away from heavy focus on US/nonUS deliveries from quarter to quarter but I want to be careful of...

Agreed. The timing is all too obvious. Also, the immediate reaction I had to the "update" was that this was intentionally done to keep the negative narrative going and trigger more algobots for an additional day. All algos see is another downgrade/PT reduction. Trading is a super dirty game...

Nice! I'm close to doubling my 202.94 average basis for all my buys. I need some cash for a RE purchase soon but I'm leaning towards a HELOC to leave all my TSLA alone. How crazy is that!

This could be viewed any number of ways. In the past, when I've tried to read these types of tea leaves (with a bull bias, obviously) I've been wrong. To me, here's the various ways you can interpret this: Bull - Q3 deliveries are solid, no need to have the Semi reveal to prop up the SP - Q3...

This definitely bodes well for Q3 numbers. I've come around to the conclusion that InsideEVs numbers are usually directionally correct, absent any information we have that Tesla is prioritizing a certain region's deliveries more than others (which could throw off ratios, InsideEVs is only good...

I'm in the same boat as far as wanting a deal, but just wanted to point out that auto industry trends do not apply to Tesla (at least not yet). Tesla has a buyer for every car they produce and only use deals to clear out the loaner/demo fleet, usually ahead of a design/feature update (I bet...

If we are sticking with first principles here...why are you assuming that the Tesla tractor must be designed to accommodate all trailers simply because that's the way things are currently done in ICE logistics? Regardless of whether my off the wall ramblings are feasible, I will say that I'm...

Here's what I want to see with Tesla Semi: A modular, swappable battery system. Basically, just use the blank space beneath the trailer for battery packs. You could side-load the batteries, like putting a drawer into a cabinet. Each one gets you ~100 miles of range, add up to 10 or whatever...

Extremely low volume day. Price has been totally pinned for about an hour how. Seems like we will be waiting a while for a catalyst (Sept Semi reveal).

OK. This will be my last post on this topic to you because I'm quite sure I can't talk any sense into you. I thought I should speak up to bring you back down to Earth because you are ranting as an uninformed outsider looking in, while I actually work in this field - in this exact environment...

You just have a basic misunderstanding of the Legal function of companies, so your opinion is not well-formed. You are of course entitled to that opinion - just want to point out all the foundational, basic level stuff you have wrong when you form that opinion. Here's a little known secret -...

Your constant bashing of Tesla's in-house legal team grinds my gears. First, you have the function of an in-house legal team all wrong. They are not designed to cross every t and dot every i. It is not smart (and often not possible) to do this in any organization and especially not a company...

That's pretty close to correct. Basically, the Company drafts a stock plan requesting X amount of shares as a pool to grant. This plan has to be filed with the proxy and approved by a majority of stockholders. If approved, Tesla can grant up to that amount of shares to employees, but no more. If...

I once had a colleague who was fond of saying "have you ever read my treatise on joint ventures? It's pretty short." "Don't."

I truly do not understand the "competition is/will catch up!" argument. It's an accepted fact that Tesla is well ahead of everyone on electric cars and massive battery production, obviously a gating item. Years ahead, at least 5-10. No one (intelligent) disputes this. It is also an accepted...

Yeah, when they update the fleet they sell off the old fleet. This increases the inventory number. This is not a negative sign. Was there a point you were trying to make here? You are sort of grasping at straws as the SP increases $25 off this report.

FYI, 50 day moving average is at $344.03. Moving above it could be a nice momentum trader trigger.

Deposits are down because vehicles in transit were much lower at quarter end. They have announced accelerated Model S/X orders and ever-increasing Model 3 reservations. Sorry, this bear talking point is officially dead. Completely obliterated. As I've been saying for over a year now. Inventory...

schonelucht is correct, these most likely are not applicable to all grants to all employees (though there's no way to tell for sure). As I said before, it's very likely that rank and file grants have NO performance conditions. They likely just vest over time - a retention tool for top performers...

No, I can't predict the future. All we know is that rank and file typically get options with 4 year vesting terms. Not sure if they are cliff vesting or graduated. Either way, they are expensed over the life of the vesting period (then added back if the employee quits and forfeits the award...

I have direct knowledge on the latter point. Just about every single company denotes equity grants in terms of dollars, e.g., Employee X earned a $100,000 restricted stock grant this year. $100,000 / share price on grant date = number of shares issued to that employee, subject to vesting...

Unfortunately (fortunately?) I'm not an accountant - just a lawyer - so my GAAP knowledge is limited. I agree with your hypothesis but can't give a definitive answer. I'd expect (obviously) more equity grants as the R&D team grows - Tesla seems to grant awards quite deep into the organization...

Yes, of course options can be granted to any employee in the company (and directors). You were suggesting that there may be other plans that aren't discussed in the Q and I was assuring you that is not the case. Here's a brief summary of how US plans work if anyone cares. Company drafts an...

Absolutely 100% false. Every equity plan that touches an NEO (named executive officer, which includes the CEO) is fully disclosed in the proxy and every equity plan in existence for the company (including expired plans, unless no shares remain in the plan), even the ESPP which is a broad-based...

It's funny - with all the talk in the aftermath of the initial event there was tons of hype about a "mindblowing" second reveal, super next level, will be tons of reservations afterwards, etc. Instead, we get about the lowest key event ever. What happened? 2 things I think: Model X and insane...

So, based on the leaked efficiency numbers can we deduce the battery sizes? 55 and 75?

Any reason other than macro that we just dropped $7 in like 10 minutes?

Yep. I think they got a ton of criticism when they gave the Model S a 103 out of 100, accused of playing favorites and being too green focused, etc. So, now they go way too far in bashing Tesla at every opportunity to appear "fair and balanced." They are obsessed with the idea of being a...