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I think there are several (many?) of us in a similar situation. I was doing just great making weekly beer money selling OTM CCs. But I wrote 5x -162.50 for last Friday before earnings, which I rolled out to 4x -170.00 for 5/24/2024. At this point, I'm going to watch and hope we have a...

I am not an accountant but I did stay at a Holiday Inn Express so cam chime in here. The matching principle in accounting calls for revenue and COGS to be recognized in the same period. So just like revenue is deferred until it meets the rev rec standards to be recognized as revenue and sits on...

It's great to see the SP up over $30 from earlier in the week. My brokerage balances look much better. But you know what's the best thing about yesterday and today? Not seeing the trolls/shorts/FUDsters on this forum! (Not that I see their initial posts since I have most of them on ignore, but...

You think we're going to see QoQ decline in sales? I can see (likely) YoY declines, but I would be very surprised to see Q2 have less deliveries than Q1. I shudder to think what that would do to the SP.

Long form conversation with Jason Cammisa discussing his experience with the new Ludicrous M3. He LOVES it. His overall opinion is this is now the best performance sedan in its class on the market, easily beating the BMW M3, Mercedes and Audis. The Japanese vehicles in this class aren't even...

I'm very curious about today's earnings call, specifically for this reason. This may put to the test the notion that Elon doesn't care about the short-term stock price at all. In general, I'm sure he doesn't. But for the next couple of months? If the compensation vote is really in the bag...

Oh no, @Knightshade found someone else to argue about FSD with. I guess we have another 4 pages of posts to look forward to in the morning.

I hope you're right. I definitely agree that the board expects the vote to go their way. Otherwise, putting this proposal up for vote would be complete fiduciary malfeasance. I just don't know how tight the vote is going to be. They mentioned 4 out of top 10 institutional investors have...

@Knightshade and @Usain, For the love of god, can you guys take this to dm or get a room?

I think this is ok to post, even though politics plays a big role in this episode (I promise to not get political). Autoline interviews Mike Murphy, who was previously a GOP operative/pollster, but now is a EV evangelist. He discusses the role politics plays in EVs and provides some...

What @Cherry Wine and his wife do in their bedroom is their business.

She isn't doubling down; she's quadrupling down. Clearly she has a very high level of conviction!

Good numbers for final week of Q1 in China.

No new info in Tom Nash's latest video that we here don't already know. But it reiterates the long term HODL thesis perfectly. He is very excited to be buying TSLA right now, as he sees the current negative sentiment as a great indicator of it being a great time to be buying right now. Dan Ives...

Aunt Cathie purchased another 80K shares today. She's bought a lot in the last week. Has she released her new price target? I don't recall seeing it. In any case, she is still clearly very optimistic about long term price appreciation. The spring feels like it's getting wound pretty tight. I...

I don't have access to this level of trading data. Are you guys seeing this? I was wondering why TSLA didn't participate in the nice run at the close.

But @Knightshade found someone wrong on the internet. Surely you can't expect him to ignore it.

I think you're right. That's certainly the case for us. I waited to reserve, expecting to buy one in 2025 or 2026. If TSLA is trading at $400, I would absolutely order one now. But no way can I justify it with TSLA <$200.

Ah, s&:t. I'm so sorry to hear how this ended. Hang in there @btf!

Jim, We've been around long enough to know that Max Pain only influences TSLA when it's lower than the SP. /s (mostly)

One key difference between FSD and other things such as anti-lock brakes, back up cameras, seat belts, etc. is the difficulty in implementing the solutions. All the former were easily and quickly replicated by other companies shortly after they were introduced. Not too difficult to design a...

Was Eddie Murphy in that movie? I was a young adult male when that movie came out, and the only actor in that movie I remember is Jamie Lee Curtis. 😍

This would be great. I would vote in favor in a heartbeat. However, this idea was discussed back when the judge's decision first came out. One potential problem is that it's not certain it would pass. There are many more shares controlled by institutions today than there were back in 2018...

I would hesitate getting too caught up in quarter over quarter comparisons, especially Q1 v Q4. As we here all know (or at least we all SHOULD know), Q4 is always the strongest quarter of the year, and Q1 is always the weakest. One has to wonder whether you are being obtuse or purposely...

I'm surprised the MMs are letting TSLA rise today. With such low volume, I would assume they could walk this back down to $200 pretty easily. And we know they have an incentive to do so. Any of you day traders selling cc200 expiring today?

Theoretically, yes. However, one must segregate the 2018 compensation plan from a new going-forward plan. Yes, they will work out a new plan, hopefully one with similar types of operational and market cap milestones. But there is the issue of getting shareholder approval for past...

So we should expect the SP to pop 5% on this news, since the SP always drops on price decrease announcements. /s

Fair enough. But for more context, the actual question Kimbal was reponding to was something along the lines of 'how long before the steering wheel is removed,' to which Kimbal answered '5 years?'. He followed that up by saying robotaxi could be delivered sooner. But you wouldn't get that...

The guy asks him how long he thinks it will be before regulators approve. I actually agree with you that it's not that close. I was just commenting on the headline and article. I encourage everyone to actually watch the interview rather than rely on Fredtrek. Doh, ninja-ed by @2daMoon. He...

What, they believe the FUD, clickbait headline from Fredtrek? Or what actually was said, that Kimbal believes FSD is pretty much done but that it's going to take 5 years for regulators to approve?

I think they mentioned they stayed at Holiday Inn Express last night.

Hope this passes the mods' opinions as 'new' information. Today's All-In podcast goes in-depth into why the Delaware v. Musk judgement was so bad. Really good deep dive. It's the second segment, around the 35-36 minute mark.

I didn't see today's price action coming. Are you sure about this? Because I don’t think this is correct. When a manufacturer sells a vehicle to a dealer, full ownership transfers to the dealer and the OEM recognizes revenue. It’s true that the OEM can and often does offer incentives to...

I've got tears in my eyes. Just can't decide whether it's from laughter or sadness.

China just reported 11.7K registrations for last week. Good stuff!

I came to post this video also. Really a great watch! As you say, the realization that legacy OEMs are F'd is slowly but surely becoming evident to the auto industry. Folks like this CEO of Caresoft and Sandy Munro are too knowledgeable and their words carry a lot of weight. It's no longer just...

Yep, completely agree. Until there is a change in the narrative that causes some FOMO and much greater trading volume, TSLA is at the mercy of Wally's whims. I don't see earnings report/call changing that in a significant manner. It's going to take time for this ship to get turned around...

I'll chime in. These are just my personal opinions. Must watch every day/week: - Electrified - Best in Tesla - Now You Know Other good daily Tesla news videos: - Brighter with Herbert Ong - Matt Pocius - Jacob Hilton - Solving the Money Problem - Ryan Shaw - Farzad Mesbahi TSLA techical...

Exactly this. Sad to see Rob go. I recall fondly the early days when Rob and Dave Lee were the only YouTube channels I watched regularly for Tesla/TSLA content. And listened to Ryan McCaffrey's Ride the Lightning weekly podcast on Sundays. Back then, I couldn't get enough Tesla content. Now...

One post. Versus how many from you on this subject?

^^ This ^^ If you are so put off by Elon's statements/tweets/ actions, I encourage you to sell your stock and move on. There are a lot of other companies out there with CEOs who are not nearly as controversial (I would use the work 'consequential' myself) that you can invest in. Life is too...

I'm sure this is right. But given how much he loves the smell of shorts burning every now and again, wouldn't it be great if he would do something out of the blue to burn shorts? Send a message that he could do it again anytime, so be careful shorting TSLA? Something like what others have...

https://x.com/SawyerMerritt/status/1744514505042759777?s=20 Awesome 1 minute CT video. I agree with Sawyer and Greggertruck that it looks like a Super Bowl commercial.

Wow, so many incredibly positive long-term announcements, it’s hard to keep up! Just a matter of time now. The only thing I can see keeping this freight train from demolishing TSLAQ is Elon deciding he needs to keep the stock price in check to maintain incentive for employees. But even that...

Yoona, you have been missed; it's so good to have you back!

You guys are good.

Ya, but as @MP3Mike indicated, California does now use safety scores. Tesla insurance for us several hundred dollars more expensive than what we get now. Waiting patiently to give Tesla more of our money......

@StarFoxisDown! is back on TMC. Not here, but in the other thread.

Continued rotation out of the 'Mag 7' into interest rate sensitive stocks. I guess TSLA is getting lumped in with the latter group. Makes sense since TSLA didn't appreciate with the other Mag 7 over the past month. While I don't wish harm to the CC writers on the other forum, I really hope this...

Enough already. You're not happy, we get it. Please stop with your incessant whining and move on.