Does no one else get excited on days like these? I love irrational market discounts!
Let's see, 50% CAGR has continued, production run rate is at goals, model S and X are at steady state production, model 3 is temporarily on schedule, powerwall 2.0 is wildly better than any competitors offering, utilities are starting to get capex on battery storage, solarroofs look fantastic, full autonomy hardware already in production and will be standard onmodel 3, Tesla network is confirmed, model y, pickup, minibus, semi all confirmed, cashflow positive and profitable operation are all here and I get to buy at a significant discount to the normal trading range for when model S was at 800/month run rate and model Xwasn't released yet?
Today is a wonderful day if you like making money! The Tesla story has only grown in scope, execution, and value while the price has sunk due to solar industry struggles, macro interest rate of election risk, and your standard not very good analysts not understanding a merger. I love information arbitrage!
Not to mention, what fantastic swing trading! If only I was allowed to trade derivatives, I wonder what Nov 200 calls and currently going for.
Side note, also going long TAN and PBW, I think the time is finally right.