TSLA Market Action: 2018 Investor Roundtable

[MXWing]

Upcoming SA article: Documents Proving Impending Tesla Bankruptcy Destroyed In Factory Fire

Edit: style

And general assembly tent 5 was lost as well.

Thankfully workers have been furloughed for a week due to no Model 3 demand and were safe at home with their families.

 

[MarcusMaximus]

And general assembly tent 5 was lost as well.

Thankfully workers have been furloughed for a week due to no Model 3 demand and were safe at home with their families.

All except Elon Musk who was, tragically, sleeping on the floor of the tent at the time.

 

[ggr]

Mod: I moved a boatload of posts from/about @beachbum77 into his personal thread. Please keep all postings civil, factual, non-threatening and most importantly, over there:
@beachbum77 thread (out of Market Action)
--ggr.

 

[AZRI11]

Looks like the fire is contained. What a disappointment for the shorts.

paging Laura @BI .... 3.. 2... 1... for a hit piece.

Shorties will file lawsuit claiming tesla using tax payer dollars to put out fire.

 

[madodel]

So there's a Tesla Model 3 attracting huge crowds in Sydney and the next day The Aussie PM is sacked. Coincidence?
Turnbull's party ousts him as Australia PM

 

[SPadival]

So there's a Tesla Model 3 attracting huge crowds in Sydney and the next day The Aussie PM is sacked. Coincidence?
Turnbull's party ousts him as Australia PM

Mr Coal and Frydencoal are PM and deputy PM respectively

Scott Morrison brings coal to question time: what fresh idiocy is this? | Katharine Murphy

 

[jhm]

Algorithm Detects Fake News Better Than Humans | CleanTechnica

Hmm, I wonder if this could be deployed on Tesla articles.

 

[BioSehnsucht]

The fire is extinguished.

Fremont Fire Dept. on Twitter

To the best of my ability I attempted to locate the fire from the picture.

I think you've nailed it.

 

[Zaxxon]

Sources familiar with the cardboard pile's thinking stated that it just couldn't keep its cool among all the flaming FUD, according to two boxes familiar with the matter.

 

[Drumheller]

Algorithm Detects Fake News Better Than Humans | CleanTechnica

Hmm, I wonder if this could be deployed on Tesla articles.

Better make sure that server is water-cooled.

 

[MXWing]

All except Elon Musk who was, tragically, sleeping on the floor of the tent at the time.

Elon Musk doesn't sleep. He waits..!

 

[bird2730]

I presume there is inside info at the 2 biggest investment banks (gs and ms) what do you think
Backing Elon Musk's Dream, Option Traders Bet On Tesla At $430 - Investor's Business Daily Backing Elon Musk's Dream, Option Traders Bet On Tesla At $430 — Investor's Business Daily

 

[SebastianR]

Quick question: is there anybody else who is getting targeted ads on reddit (reddit mobile) with anti-Tesla content? For the last days pretty much all ads on reddit for me have turned into an ad for some guy asking for Elon Musk's removal from Tesla...

Seems like more and more registers are being pulled.

 

[sundaymorning]

Bloomberg has us at 6,278/ week now.

Terms of Service Violation

I presume there is inside info at the 2 biggest investment banks (gs and ms) what do you think
Backing Elon Musk's Dream, Option Traders Bet On Tesla At $430 - Investor's Business Daily Backing Elon Musk's Dream, Option Traders Bet On Tesla At $430 — Investor's Business Daily

Here’s the article

Terms of Service Violation

 

[wipster]

i don’t remember this???
but it sounds funny!

They meant to but they sued Kramer instead...

 

[wipster]

Not me. I dunno what CN stands for but

Bear
Channel

Isn't that the Cartoon Network? Maybe it's Yogi Bear... aaaa Boo Boo!

 

[bird2730]

Bloomberg has us at 6,278/ week now.

Terms of Service Violation

Here’s the article

Terms of Service Violation

I wonder why 430 calls (not 420?) exp dec were most bought. They must be expecting a massive squeeze. I remember there were some earlier posts today about the call spread being really out of whack. Obviously something going on

 

[dondy]

Quick question: is there anybody else who is getting targeted ads on reddit (reddit mobile) with anti-Tesla content? For the last days pretty much all ads on reddit for me have turned into an ad for some guy asking for Elon Musk's removal from Tesla...

Seems like more and more registers are being pulled.

I recommend to login into reddit only when you want to post something. It's a general recommendation for most of the social sites.
If you allowed to build a history=profile on you, you will be bombarded with such targeted crap all the time.

 

[BioSehnsucht]

I recommend to login into reddit only when you want to post something. It's a general recommendation for most of the social sites.
If you allowed to build a history=profile on you, you will be bombarded with such targeted crap all the time.

Alternatively, uMatrix + uBlock Origin to filter unwanted JS/CSS/etc (including ads where you don't want them).

 

[Fact Checking]

$185 is the aggregate basis of their short? $2,775,000,000 they got for shorting
$420 is the aggregate amount to buy back $6,300,000,000 they may owe?

Just to make sure this came through: it was a joke - I have no idea whether UBS has any TSLA short position. I also have no idea what their motivation is to out-FUD even Chanos.

I think most large shorts could exit at around $250, which I speculate to be the break-even price of their short position.

Assuming that most of the large TSLA shorts came to Tesla from Solar City, a $250 price is roughly the volume weighted average price of the SCTY slide up to the merger with Tesla.

While they might have averaged their positions higher since the merger, the maintenance costs of keeping a short position for such a long time constantly adds costs and effectively reduces the entry price over time.

Does anyone here know or have good guesses about the position sizes of the biggest TSLA shorts? 33 million shares short interest is a lot, so there must be a couple of really, really big short positions - and I'm not sure it's all just Chanos's.