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Leuke vergelijking. Ik denk overigens dat je bij de positieve aspecten van de Model Y vooral een leeftijdsverschil tussen de twee modellen hebt ervaren. Het merendeel van de positieve punten die je noemt is ook terug te vinden op een nieuwe Model S. Ik spreek uit ervaring :) Voor enigszins...

Dit draadje gaat over aandelen TSLA. Daar is het met de discussie over laadtarieven nu wat te ver van aan het afdwalen. Back on topic please.

No reaction in PM, which is still down 2.5%. Maybe the news did not get through yet.

The last few months I did move FSD posts that were too ‘technical’ to more appropriate threads. But this thread is still full of predictions that FSD developments would be a catalyst, including yours. Good call on that one.

For call option sellers days like this can be very painful, as some are now experiencing (it could also have been me). Some from the ‘other thread’ are smiling about that pain, which is their right. They don’t like the opportunism here and swear allegiance to the HODL mantra. Their tenacity...

A perk as a moderator is that we can access all deleted posts. Going back to January 1st I see that no posts about FSD written by you were deleted. Only a post about racism and posts in a CT discussion which turned nasty (not your fault). Major FSD developments can be discussed in this thread...

People are getting way too personal. The investor thread is a place to respectfully discuss different viewpoints of Tesla’s future. It helps to hear from people who disagree with your own thesis. Investors, non-investors and even shortsellers are welcome, as long as the discussion is based on...

Those 6 ATM short calls represent only 600 shares, the 100 leaps a whopping 10.000 shares and the 30 puts another 3.000 shares. Aren't you up something like 200k today? I wouldn't mind that kind of hurt :p

"Automatic driving services based on mapping and navigation provided by [...] Baidu". Doesn't make much sense to me, because that's not how FSD works. I'm glad though I'm not short the stock: no long puts and no short naked calls. Just short some calls on shares I bought at $240 and $290.

I don't get the enthusiasm in the market. For FSD to work in China Tesla needs lots of Chinese driving data. They are not allowed to export the data to the US for analysis and processsing, and they are not allowed to export to China the AI-hardware to process the data. Those issues need to be...

Unless the level of this thread moves away from people calling other people (also members of this forum) fanboys, lemmings, clowns and suckers, it will be locked down. I don’t know why all the anger is necessary in the first place, but it certainly shouldn’t be directed at other members.

The FUD was about Autopilot crashes from years ago, plus the recall. It had a direct effect on the stock price yesterday. That is very relevant. FSD is a different subject and after the big V12 improvement a few weeks ago its iterations do not (yet) noticeably influence the stock price.

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.