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Guys, this is getting really tiresome. This not the place to discuss FSD. And if it were, there isn’t anything that hasn’t been said already. This isn’t just me, several other people have asked to take the discussion where it belongs and they are also being ignored. I’d hate to give members a...

This is what I could find, but the number isn't split out for FSD and other items: Revenue recognized from the deferred revenue balances as of December 31, 2023 and 2022 was $281 million and $134 million for the three months ended March 31, 2024 and 2023, respectively.

You can BTC them now for less premium than you received, it I remember correctly. But then all the hyperventilating and the sleepless night was for nothing. It does give you peace of mind and you live to fight another day.

That’s not what I took away from the call. The 25k car, if it ever arrives, is many years out. The new, cheaper cars based on the existing Model 3/Y platform and built on the same lines (which to me means less efficiency because they have to switch between models) will not be 25k. The deck said...

Maybe they don’t get closed because they have lost all value (like mine :p)

In one go?

That was already in the P&D report published on April 2nd ;)

Does Model 3 Performance being launched on earnings day tell us something? Or is it a mere coincidence? :rolleyes:

Just like the market I've lost some fate in Tesla/TSLA over the last few months. Model 3 and Y have to keep the company afloat for the next 2-3 years, but in China the competition is getting very tough (with a lot of fresh designs) and in the US the low hanging fruit has been picked and it's...

Everyone please stop posting about the US 'border crisis'. It is no longer linked to the Russia-Ukraine war now that the vote is behind us, and inevitably leads to political bickering, which we do not want in this thread.

I’m afraid you are mistaken. I started to doubt myself, but one of the perks of being a mod is that I can see all versions of a post. The dates were already in the first version. But all is good.

After some consideration I pulled the trigger on 10 spreads +p135/-p125 05/03, paying $2.78. The date allows for some digesting of the earnings call and the same spread for 04/26 is only a few dime cheaper. Even after the 42% drop I still see more downside, but if it bounces you can thank me...

Looking for a nice entry for an earnings play, but after the carnage of the last few trading days it feels as if there isn't much opportunity left. We could ofcourse drop a lot more, but if Tesla/Elon pulls a surprise out of the hat we could bounce hard. So I don't feel very comfortable selling...

Agreed. Ik had niet meegelezen. Hoewel een beetje off topic af en toe moet kunnen, is dit gesprek wel heel erg ver afgedwaald. Tijd om het weer te hebben over wat de andere automerken doen.

We did close the infamous gap in PM, but I guess that doesn’t count. Anyeway, I BTC my 20 spreads -p150/+140 for a 100% gain. Step by step up that ladder that @Yoona posted, instead of overreaching. Next week I will look if I can find another (probably smaller) position to play earnings. In...

Maybe he should have fixed it during his tenure at Tesla. FSD is improving thanks to the situations drivers encounter on the road. Why not get hundreds of thousands of Tesla drivers involved in an experiment where they (only) manually adjust wiper speed and the feedback sent to Tesla helps the...

So true! But I do have these spreads to cover some of the losses of my shares (on top of the written calls, which are losing value). I would hate to sell the spreads and then see it drop a lot more. I think I will wait a bit more as I have not seen capitulation yet. It has been a gradual...

I'm still sitting on 20 spreads +p150/-p140 for 4/26, which are now plus 100%. That could go to 400% if we close under 140 next week. But it could also become -100% if we close above 150. I'll probably close them earlier, at least part of them, as I don't want to be dependent on what happens on...

Battery and drive train are imho much less important for Robotaxi. They don’t require speed and performance, so the current technology will probably suffice. Cheap LFP batteries from Chinese suppliers which can be charged to 100% without much degradation are also just fine. No more need for...

I believe what we are hearing and seeing these last few weeks is part of a big pivot going on at Tesla. Elon is on the one hand seeing how hard the car market can be (increasing cheap competition from China, high interest rates, huge capital expenditures) and on the other hand he is witnessing...

I don't believe in coincidence. Tesla/Elon is firing thousands of employees to make the company leaner in the face of economic headwinds and/or move the focus from cars to autonomy/robots (the core of the Reuters story). He probably allows people from the higher echelons to resign gracefully...

I was mainly referring to curb rashes, snow, cones, potholes, calibration, etc. The technical details.

The most likely candidate in my book is an Iranian attack on Israel and the Israeli response. Not meant as the start of a discussion about this subject.

Too much detailed technical FSD discussion here, two pages already. We have dedicated FSD threads and the main thread for these kind of discussions. This is not the first such message. I’d hate to delete posts.

All EV stocks are following the same trajectory. Must be out of fashion again. So does DJT.

Hats off to you :)

Moderator note (to all): when posting a chart like this please explain a bit what we are looking at. I assume this circle is pointing out a resistance area where the ascent stopped, but it’s better if we don’t have to guess.

Wouldn’t surprise me if he decided on a reveal date just a few hours ago, after the Reuters debacle. Hopefully the revealed car will not take as long to go into production as Cybertruck, Semi and Roadster. Another scary thought: if Robotaxi and Model 2 are basically the same car, will the reveal...

Is that a negative or a positive (ignoring the market’s initial knee jerk reaction)? It will probably depend on whether it revives the doubts sown about the priority of Model 2.

I for one don’t like going through pages and pages filled with pitchblack thumbs down. I prefer discussion with arguments. But suit yourself, it was just a suggestion, not an instruction.

The tangent about eating while driving reached its destination: Off topic galore And what’s with all the downvotes the last few days? What purpose is being served by giving a thumbs down to everything you disagree with? Let’s respect each other’s opinions, also the ones you don’t like.

Looks like the market is still jittery and maybe starts thinking that where there’s smoke there’s some kind of fire. James Cat’s removed tweet about deprioritizing Model 2 does not help. Deprioritizing is not the same as cancelling, so Elon would technically still be right when he tweets that...

That guy is definitely unhinged if you read his timeline on X today.

The first statement is definitely true. Charlie Munger passed 4 months ago :oops: Or is that what you meant?

Can’t find your post(s) about Republicans vs. Democrats or related political subjects? Look no further: Off topic galore The posts could have been deleted and there could have even been some bans, so consider this to be mildness.

It doesn’t look like there’s enough space left in that wedge to make it all the way to earnings. Maybe we will break out before then.

Those trades always look great in hindsight. But what are the odds of a 5% runup on the third day after a disastrous P&D? Not many people take such short term far OTM positions because 99% of the time you’re throwing money away. I did two year backtesting of a strategy with super cheap 7,5 and...

This one did not age well. But I always make sure the strike is not too close, so I can roll them. Which I did, to c200 4/26, earning another $0.55. These calls are covered but I prefer to keep rolling them if necessary.

Whoops, typo: p182.5 should have been c182.5. Fixed it.

STO 10 x c182.5 4/12 for $0.80.

The last few weeks he has been pumping the stock a lot. Until recently he didn’t seem to care much about the stock price. Let’s hope there is no need to sell shares to fund a certain enterprise.

Someone has developed, besides his ability to outsmart market makers, the ability to outsmart the anti-profanity programming of this forum :D

I've added 5 more spreads (-p150/+p140) for 4/26, on top of the existing 15. Paid $1.99. It feels as if the market has not yet digested these numbers and we could see a steady drop towards earnings, especially if macros also take a breather. Could be wrong as usual.

I'm not a fan of his work (and also recently discovered he blocked me on X), but I believe his 409k - even if off by more than 5% - was closest to the real number.

Does someone know something or it this just risk off?

This weekend I was sucked down the FSD rabbit hole by an overactive X algo, and with all the people saying they would definitely buy more shares or hold on to the existing ones for dear life after experiencing the new software version, I was expecting a much more positive open. I guess that's...

Sorry, overlooked the ATM.

I didn't notice that with the c205 4/5 I sold last week for $0.50. They closed Friday at $0.15 but were at $0.11 a few minutes after opening, with a virtually flat SP.

Y'all wanted to talk about other stocks too. NVDA, MSCI, AAPL. Then DJT qualifies as well :p But it's a dangerous one, because it can quickly become political. The last few posts about DJT got very close to meeting the mod hammer.

I'm a bit confused, so maybe someone can help me out here. I was under the impression that for a while now all Model Ys delivered in (western) Europe were being built in Berlin. My daily observation during my commute in The Netherlands of trailers full of Model Ys going from east (Germany) to...