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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not arguing this, because I believe that Elon does feel that. The question I have is, how could Tesla become complacent without the blame for that resting at least partially on Elon's shoulders? Is he being stymied by the Board, or other decision making structures within Tesla?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Agreed, but it's possible that real living breathing people with families and mortgages and such should be treated differently than "parts and processes".
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    Russia/Ukraine conflict

    Probably more about broadcasting it widely, so if there is an attack who's origins are disguised Russia will be the goto suspect in the public consciousness
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    Russia/Ukraine conflict

    A good time to stay near the ground floor as a Gazprom exec!!
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Agreed. But at under 10% EV adoption today, it's not hard to believe that regardless of their placement, the rate of Supercharger (and other charger) growth needs to be vastly bigger to support 100% EV adoption. Those tweets seemed quite clearly to be announcing the reduction of the rate of...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This doesn't sound super mission friendly. We're at the very beginning of the EV transition and more superchargers are needed on the level of multiple orders of magnitude for a fully electrified world. Should it all be on Tesla's shoulders? No, of course not. But as the other manufacturers...
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    Russia/Ukraine conflict

    Isn't being 100% wrong the exact opposite of "correct"?
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    Russia/Ukraine conflict

    The usual garbage from Sack o' . But "lies about how it started"? Really, even for him, that's incredible.
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    Russia/Ukraine conflict

    simulated footage.
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    Wiki Selling TSLA Options - Be the House

    Wondering if we could get an informal survey of people's preferred time to roll a losing position? (When the SP hits your strike, a certain percentage ITM/OTM, depends on other factors, etc... ??) I'd be interested to see what works for everyone, especially paired with what we've gleaned of...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Honestly, for most people, something like that would be necessary. 500+ lbs is really hard to lift into a truck bed. Not everyone has a forklift or engine hoist kicking around to move it in and out.
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    Russia/Ukraine conflict

    No argument from me there!
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    Russia/Ukraine conflict

    It'll probably come off as confrontational, but I mean this to be an honest question: how would "Putin just want(ing) to prevent expansion of NATO" be any different from "the US (or Europe) just wanting to prevent expansion of Russia". It seems there's a implied moral justification to "just...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not sure if this is the one, but just reread it and it's still pretty hilarious. I wish I'd written it! #286,494
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    Help Fight the FUD

    Good info here on the misreporting. https://electrek.co/2023/07/26/surprise-media-is-misreporting-the-source-of-a-dutch-cargo-ship-fire/
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    Russia/Ukraine conflict

    Wow. I lasted about 2 minutes into that Spaces session before the Putin apologist tone of the thing was too much. these guys Ian Miles Cheong et al. are going to be super sad when Putin's gone.
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    Russia/Ukraine conflict

    Are they seriously just blocking the road in one direction? Do they think Wagner is afraid to drive on the wrong side of the road?
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    Elon & Twitter

    No such thing as bad press, right! 🥺 "...They're claiming - without evidence - that the material is somehow part of a "psychological operation" or that the social media account is "fake". It may seem fringe, but the doubts have spread to millions via Elon Musk and others with popular Twitter...
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    Elon & Twitter

    I'm not sure "owning" some of your major content providers is a total win. Keeping them genuinely happy might be a better ploy.
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    Russia/Ukraine conflict

    I find the "leaked on social media" part of this very strange. If you wanted to help the Russians, you'd pass them the documents covertly. Intelligence that your enemy knows you have isn't worth nearly as much as that they don't. If the Russians were fed the docs covertly, why on earth would...
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    Elon & Twitter

    https://www.bbc.com/news/technology-64871183 Just look at all the free advertising for Tesla though!! Think what front page BBC ads would cost! 🤮
  22. B

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Surely the high retained value (compared to other brands) of used Teslas last year must be a factor as well? In July 2021, we sold our 2019 SR+ for $500 dollars less than we paid for it(excluding any rebates). That's a 3 year old car with 45k kms on it with only $500 in depreciation. I...
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    Elon & Twitter

    Good video full of reasonable suggestions. I think Dave did a good job of saying that Elon's tweets are bad for Tesla without saying that Elon's tweets are bad for Tesla.
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    Russia/Ukraine conflict

    Not climbing stairs is a valuable life skill in Putin's circles!
  25. B

    Elon & Twitter

    ^^ This!!!^^. To paraphrase Hanlon's razor: "Never ascribe to 69D chess that which can be adequately explained by a Psych 101 level understanding of basic human behaviour!"
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    Elon & Twitter

    Ha ha. I remember "the cat's mother" lectures!!
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    Elon & Twitter

    Sadly, I think that's exactly the point.
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    Elon & Twitter

    I wonder how much "fun" it is now for these guys :)
  29. B

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla #1 priority: “to accelerate the world’s transition to sustainable energy." ≠ Elon's stated #1 priority: "eliminate the woke mind virus" Is this the one time we're not supposed to take Elon at his word?
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    Elon & Twitter

    https://finance.yahoo.com/news/ftx-founder-sam-bankman-fried-arrested-bahamas-001141970.html I'm sure he'll recant that, now that he knows there was in fact an investigation. I'll be here holding my breath.
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    Elon Musk

    Too soon? :). (The video below the cybertruck bit)
  32. B

    Elon & Twitter

    Ummm. A "standard" retail store markup is 50%. These guys are putting Walmart at an average markup of 32% on in store items and that's at the low end of retail markups. Investor blog discusses retail markups
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    Russia/Ukraine conflict

    Any thoughts on off-road travel conditions in the winter south of Kherson? If the ground is frozen, can some/many of those defences just be driven around?
  34. B

    Elon & Twitter

    You're a smart guy. You know that that's about as non-committal as Biden could have been to that direct question. Had he said " There no way we will ever investigate Twitter and the Saudi connection" he would have been raked over the coals for that response. I don't even think he could have...
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    Elon & Twitter

    I can't help but think that having the popup was a prior business decision, not an insurmountable programming obstacle. I think it's great to have it gone, cuz I don't want a Twitter account and it's easier to read this way. But as a way of guaranteeing that I'll never be monetizable on the...
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    Elon & Twitter

    Elon?
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    Elon & Twitter

    Hoping that's sarcasm. This is the literal opposite of apologizing. (Hint: they never worked there)
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    Elon & Twitter

    Genuine question. What would you train an "anti-bot" NN on? And what would they be targeting? Would the inference always have to run the bot's entire profile and post history as a sum, or could it "target" individual posts? I'm asking because it seems that bot posts could simply be tailored...
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    Elon & Twitter

    So... Elon can't spot the bot either? Doesn't bode well.
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    Elon & Twitter

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    Russia/Ukraine conflict

    What, they couldn't find a 2 story building?
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    Elon & Twitter

    I feel this is a version of Tesla "key man risk" that not a lot of people would have foreseen in 2021 (or even mid 2022). I certainly didn't!
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    Elon & Twitter

    This mirrors my take on the situation. I'm legit worried that Tesla will end up paying a big price for this. It seems to me that closing the TWTR deal is going to be the beginning rather than the end of TSLA and TWTR being entangled.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm glad they have the margins to throw away free adapters. :cool:
  45. B

    Wiki Selling TSLA Options - Be the House

    Here's me desperately looking for the "embarrased face" emoji!! You are of course correct. No more pre-bed math for me. So effectively the buy-write and CCP are "identical" for all intents and purposes.
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    Wiki Selling TSLA Options - Be the House

    I'm not sure there's any advantage to the ITM buy-write, when compared to a CCP. If my math below is correct, it looks like a worse risk to me. Quick example using Friday close info and assuming total liquidation of the position at expiry. 1) $100 ITM buy write for June 10th - pay $76000 for...
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    Elon & Twitter

    A place to shout at your neighbors? ;)
  48. B

    Wiki Selling TSLA Options - Be the House

    I quoted an older post of mine above with a link to a source that seems to back up the "no assignment during trading hours". I'm definitely not saying that it hasn't happened to people here, but would be interested to know the actual mechanics as it has some very relevant implications. Maybe...