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I think its more about the importance shareholders vote than it is desperation, but that's just my opinion

70% voted yes last time With 3.19B shares outstanding a similar vote percentage means the no vote (30%) equates to 957M shares. Idiot Leo voting no on 27M shares equates to 0.8% of shares outstanding and only 2.8% of the total no vote assuming the same percentage of people vote yes/no.

Exactly. It defies logic

He 10Xd the value of the business. It doesn't matter what your minority opinion is. The majority of investors voted for it. There are not a large faction of voters who will vote no. There is an outsized faction of Teslaq bears posting in here because that is what the mods have decided they want...

Obvious troll is obvious. Smh

Start of a recovery hopefully

Color me skeptical. They voted the same in 2018 and we had 70% approval.

Lies, damned lies, and statistics. Hilarious you use incorporation statistics to back your opinion. It has zero relevance as to why Tesla is trying to move. Illogical vote against the move. What a fail.

FSD is coming to the cybertruck in a few months. Even if you place a Foundation order today, you won't see it until q4 this year which will likely be after fsd has been enabled.

For orders within May the delivery date went from july-sept to oct-dec. Pretty simple leap of faith that foundation models will be sold out this year. Non-foundation series won't happen until 2025. Maybe not until q2, but that's me pulling a number out of thin air

Lot of fear mongering with the CT. Zero factual basis for it. They're up to 1,400 weekly runrate on CTs and 100% are foundation series. As an investor I don't see why you would want them to switch away from foundation series CTs that are earning an extra $20k per vehicle. Tesla should sell every...

Lol ok

This chart is so busy my immediate reaction was to see this:

It may seem so, but a significant number of shares can be traded on the close (market on close or limit on close) Here's a data point: 666M shares were traded with a high low range of 22 (10% fluctuation). From open to close the difference was $9 (a 4% change) Overall the price movement in...

5/31 strangle of $177.5p and $180c are going for about $8.15. Wonder what is the better trade: buy or sell the strangle?

Stc 5/31 +$185c at 5.08. +128% Nice little gain helps offset my prior two +c gambles this month which went to zero

It's interesting that we aren't seeing any real news to explain the price movement. Decent volume spike with it too. Maybe just a large fund deciding to grow their stake

Ridiculous. This thread is bogged down... it'll settle over time but this is a sad state of affairs

You're not alone. There's plenty of people who think like this. I am most certainly not in agreement.

He sold almost all of his small Tesla holdings and is nothing but a constant spammer on Tesla in attempt to garner interest in his fund. He's crap. Everything is hindsight and matter of fact, but he's just noise

Along those lines I followed @thenewguy1979 with some 5/31 +$185c that are up 45% so far today

You're magnanimous. I for one will certainly judge those who vote no

This is consistent with 90% of sales in 2023 were to first time Tesla customers. I come across this all the time where people are first time buyers of teslas and completely oblivious to so much of the minutiae we pore over here.

Meetings June 13th. May be worth it to buy a straddle for mid June as we get closer to the annual meeting. I think we'll likely see a big move one way or the other depending on the outcome of the votes

@grok In 2023, Tesla reported that about 90% of their vehicle buyers were new to the Tesla brand. This indicates a significant influx of first-time Tesla owners in that year.

Ah yes we are all fools. It is not lost on me that someone with considerable experience and expertise is describing the pitfalls he sees based on his experience and expertise. Putting your money where your mouth is is not only commendable, but adds further weight to your words of warning...

0 chance in the next decade for robotaxi? I'm definitely betting against that premise. Reading your entire post I can see why you've sold your tesla holdings as you see them as a failing auto company with software that will never achieve what Elon aspires it to become. But sure call it hype...

Follow your instincts and sell. If anyone is bullish here and we are incorrect on direction or timing then you'll regret not following your instincts. If you go back and read the last 30 pages of posts you can see that things are not looking good in terms of sentiment.

Regarding the use of lidar to verify ground truth data Elon mentions they don't need them for even that anymore. Wonder if they're using them for anything at all or if he's saying they no longer need them period. Sounds like they're making good headway finally with FSD

It's a reservation for the extender. Expected to be avail late 2024 according to the configuration page.

I didn't know that. I did not use the I vestor program so they must be going g through the 113 reservations now and hitting them up for foundation reservations

Seems like they're moving along with cybertruck deliveries. Just confirmed my design for my awd foundation cybertruck with range extender. Reservation was #113 and I wasn't expecting to get it for 2 more years. Happy to get it sooner and support Elon and the Tesla team.

Nope they can't hide replies to ignore. Instead this nonsense is allowed and the spam is protected. You can ignore the people inundating this thread with posts you don't care for, but you are not allowed to only disagree with posts as that's been explicitly forbidden. So you cannot quickly...

Definitely don't agree with this, but time will tell

That's a massive capital cost. What Tesla will do (they've explicitly stated this) is have a portion of the fleet owned and operated by Tesla, but the vast majority of robotaxis will be owned by other people. Tesla will still generate subscription and rev share from RT. This is probably why...

I was trying to remember the different reasons for taking on debt to pay a dividend and forgot about this thanks

Yup that was always a thing. When he exercises he has to hold for five years (excluding the sale of shares to cover taxes I believe) he received shares prior to the 2018 option package which is what he had previously used for margin loans and stock sales in 2022

I asked my mathematician friend if this is true and he replied with "..." He's either agreeing or frustrated with me 🤷‍♂️

I missed Elon mentioned vehs on ships and Vaubhavs expectation of q2 inventory build reversal. Much appreciated and informative. This is the kind of post I grew to appreciate from this forum where we would share information.

I'm making grilled cheese sandwiches while scrolling through these discussions. Jk. I continue to be bullish on Tesla despite the noise and eagerly await my cybertruck to be ready (maybe in two years.) Concurrently I also am eagerly waiting to hear what new vehicles will be produced next...

Nobody is running away and that's a loose interpretation of discussion

Pushing people away who have been here for a long time and want thoughtful discussion rather than argue with people who are not interested in any discussion is a strange way to run this forum.

Once again you fill in the blanks with despair. He did not say the affordable car will bring production to 3 million evs. That makes it sound as if one product will singularly be responsible for any growth or lack thereof. What he did say was that plans have been accelerated and production for...

Hard disagree. You're extrapolating short term negatives to the extreme and ignoring all else. Fsd, rideshare, and robotaxi are right around the corner and there will be significant demand for every vehicle Tesla can produce.

Sir, your pants are on fire

Bought another 10 +$195c @ $1.35. This is me probably:

With the volume spike and change in sentiment this week I get the feeling we will be moving higher by the end of the week Edit: to put my money where my mouth is I bought 10 may 3rd +$195c @ $2.73 just now. With 16m shares already traded it seems like this squeeze is still running

I've always leaned heavily bullish on Tesla and the two biggest data points we recently received were: 1. Last week Ron Baron was (in my opinion) almost giddy in his excitement for Tesla and when pressed on a timeline he exclaimed, "now! The time is now!" He further stated Tesla was at a bottom...

Well some people have lost confidence in Tesla and sold their positions. Although fsd discussions started going off tangent for this options thread, in hindsight it was certainly a material risk for bearish option trades that erupted over the weekend.

Post got deleted SMH. Fine. Stop responding to obvious short sellers repeating tired tropes... not even decent discussions. There are people here who have conservative estimates and others who are bearish on Tesla AND explain their reasoning. I don't agree with most of what they say but they...