Tes Obs retweeted
🎉 Still can't believe 25,000 of you great people are interested in my posts… seriously, thank you.
Our members (like below) have made a killing selling options together over the past year.
🚨 To give back, I’m giving 3 people PRO access at @LEAPTRADER_PRO for the rest of January! have never done this before.
𝗧𝗼 𝗲𝗻𝘁𝗲𝗿:
✅ Be following @LEAPTRADER_
✅ Like this post
✅ Repost
Grok will pick 3 winners in 24 hours and I will DM access details.
Dear @cybertruck owners,
I have a non-foundation CT and looking for a spare tire for a long distance road trip
@Tesla lists this in the shop but wont let me buy because they say its not compatible with my CT. W.TF?
did anyone get this for their non-foundation? if not, any recommendations?
shop.tesla.com/product/cyber…
@TeslaLarry @thejefflutz @CernBasher @farzyness @ShrimpTeslaLong @rhensing @xandersky
@grok looks like no one uses a @cybertruck spare tire for long distance trips?
Should I take the risk of going with just 4 wheels?
Experienced my 2nd Tesla Hate today
This loser was giving my @cybertruck a bride and yelling something, I just smiled
Previously, some loser dunked my CT with coke
😆 🤣 😂 😹
@DirtyTesLa @@wholemars @WR4NYGov @TeslaLarry @TeslaBoomerMama @TeslaBoomerPapa @elonmusk @tesla @thejefflutz @CernBasher @smdcapital @xandersky @SawyerMerritt @herbertong
Tes Obs retweeted
The following is NOT investment advice
As many people 'follow' me for my takes on stocks such as $TSLA and/or general macro market conditions I felt this was important to share given how much time I have been contemplating this hedge.
I am placing a significant general market hedge, as follows:
Key Points:
Today I've purchased S&P 500 puts expiring in November, January, AND February, representing about ~5% of net worth.
Motivation: Concerns about potential volatility surrounding the upcoming election.
Risk Assessment: I estimate a 15-30% chance of a 10-20% market sell off due to election uncertainty and/or US political instability post Nov 5th.
Market Comparison: @IBKR Probability Lab (see screenshot below) shows only a 2-3% chance of a 10%+ S&P 500 drop by Nov 15th (probability increases to ~9-10% chance when switching to Feb/March expiries)
Rationale: Hedging against potential market instability, despite being at all-time highs.
Personal View: I acknowledge this hedge will more than likely expire worthless, but I feel it's a responsible precaution given the unique and historic political climate this country is going through in coming weeks and potentially months ahead.
Important Note: This strategy is based on personal analysis and is not investment advice. Readers should conduct their own research and consult financial professionals before making investment decisions.
Tes Obs retweeted
Dear @elonmusk & @travisraxelrod
On behalf of all Tesla shareholders, I’d like to humbly request that you take into consideration some of the analyst / investor concerns below, and to consider incorporating the 2 suggestions in the upcoming earnings call.
It would mean a tremendous amount to all of us Tesla stakeholders to provide a clear plan and additional details, such that the market can give proper credit to all the incredible work the team is doing.
Their main issue is that they cannot accurately model out these new lines of businesses with any degree of conviction, so the below recommendations would likely enable them to do so.
Top 3 analyst commentary/concerns buckets:
• 1) No update on new lower-cost vehicle(s)
• 2) Need to show new version of FSD that makes huge strides toward unsupervised; details on rate-of-change of improvement
• 3) Event was light on details / numbers; needed more concrete details / go-to-market plan; difficult to make upward revisions to 2025/2026 estimates with conviction
Top 2 suggested topics to address on the earnings call in order to alleviate key concerns:
• 1) Re-iterate the 1H 2025 timeline for production of next-gen, affordable models (including the compact vehicle)
• 2) Provide additional FSD/autonomy details, such as:
--> FSD rate of improvement trajectory / miles per intervention dot plot; how the Cortex supercluster will play into the rate of improvement
--> v13 preview; update on anticipated 6x improvement / expected improvements
--> Expected sequence of events related to launching/scaling TX & CA unsupervised, including: timeline for obtaining CPUC/DMV permits ahead of a CA unsupervised launch, expected pilot fleet size in 2025 vs. 2026 vs. 2027
--> Details on unit economics / business model (eg take rate, how Tesla will manage their own fleet, expected pricing relative to Uber/Waymo)
--> Additional specific details on talks with regulators across US jurisdictions, along with China and EU
--> Provide any quantifiable, high-level targets for the launch & ramp of new product lines, including: Cybercab, Optimus, Unsupervised FSD rollout, Robovan, Semi
I'd like to humbly thank you for even considering the above. Godspeed @Tesla
Tagging for viz: @wintonARK @TeslaBoomerMama @herbertong @ValueAnalyst1 @farzyness @nerdalert @ICannot_Enough @jamesdouma @SimonHale007 @dhaval_shroff @aelluswamy @CuriousPejjy @TSLAFanMtl @altcap @FredaDuan
Tes Obs retweeted
🔭🔮I am not a Financial Advisor so the following is just me talking to my son who will read this in the future.
🎯🐒 On last week’s episode of @cyberbulls this monkey made an educated guess of what I thought was happening.
I suspect there is more downside to test the 235 higher-high we got on 9/6 but since I can never time it perfectly I’m DCA’n back into the shares I sold around 260 in my trading accounts and if the 🐻 remain in control and buyers don’t step in I’ll just keep buying the tasty shares.
I feel JOY on red 🔴 days and feel FEAR on green 🟢 days until the earnings force me to stop derisking my trading portfolio every time we pop.
Pro-tip Son: do not throw long term (options) darts when the ticker is downtrending. I just stick to shares and maybe the furthest out leaps ATM if I’m feeling a little greedy. Always manage your greed. Think about how much money you can lose vs how much you can make.
Tes Obs retweeted
Here is my deep dive into Tesla's 3Q financials updated for yesterday's announcement reflecting the impact of deliveries/production/leasing and of course storage deployments.
I recommend that Tesla investors read this thread in full.
If you want to support this type of research, please consider following / subscribing.
Financial Summary
Tes Obs retweeted
All Plus and Team users in ChatGPT
Tes Obs retweeted
15 Visual Investing Lessons:
1. Bear markets are painful, but the stock market provide solid returns over time:
Tes Obs retweeted
Ashok @aelluswamy is demonstrating A.S.S to #anuradhasriram on his own #tesla with latest FSD
Actually Smart summon auto parking is coming soon.. they are working on it..
#ashokelluswamy #anuradhasriram
@elonmusk @wholemars @tamiltalkies @teslascope @DriveTeslaca
Tes Obs retweeted
Tesla's Robotaxi: Built-in Fleet Management
While Waymo partners with Uber for fleet management, Tesla's recent patent (WO2023069635A9) reveals they may not need such collaboration.
The patent describes an advanced, AI-driven system capable of managing thousands of vehicles simultaneously, using pseudonymous data collection and predictive maintenance. This privacy-preserving technology appears tailor-made for large-scale Robotaxi operations, suggesting Tesla is well-prepared to launch its autonomous taxi service independently.
🚨 $UBER CEO @dkhos on Waymo expansion into Austin and Atlanta
• Uber is excited to expand with Waymo, highlighting Waymo's leadership in driverless technology.
• Uber is working closely with cities like Atlanta and Austin to ensure safe and efficient integration of driverless vehicles.
• Uber chose Atlanta and Austin for Waymo integration based on market factors, not $TSLA ’s presence in Austin.
• More consumers are becoming comfortable with ordering autonomous Ubers as they see the safety and convenience benefits.
• Uber is focused on enhancing the user experience with autonomous vehicles by ensuring convenient pickups and drop-offs.
@CNBC
RT @dannycheng2022: My sharing of how I constantly build up my positions in my portfolio
1. Strategic Timing Over Bottom Fishing:
Avoid Ti…
Tes Obs retweeted
How to use "Point of Control (POC)" more effectively in trading or investment?
Definition: The POC is the price at which the market exhibits the greatest trading interest, as demonstrated by peak trading volume.
Significance in Trading:
Market Sentiment:
Bullish Sentiment: A price above the POC may suggest that buyers are driving the market.
Bearish Sentiment: Conversely, a price below the POC could indicate seller dominance.
Support and Resistance: Due to high trading volumes, the POC often serves as a robust support or resistance level, influencing price reactions upon contact.
Price Congestion: The POC frequently correlates with areas of price congestion, where the market may pause or reverse due to significant trading activity.
Strategic Applications:
Entry and Exit Points: Traders may target the POC for entries or exits, anticipating either a trend continuation or reversal.
Trend Confirmation: Sustained price movement relative to the POC can validate the trend's strength; for example, consistent trading above the POC might signal a strong bullish trend.
Integration with other indicators for accuracy:
Complementary Indicators: The POC's insights are enhanced when combined with other technical tools like moving averages, RSI, or chart patterns, providing a more comprehensive market analysis.
Practical Implementation:
Chart Analysis: Utilizing the POC on daily and weekly charts is a must, as it may vary over time, offering insights into where market interest is concentrated, assisting in setting strategic targets or identifying potential trend reversals.
In conclusion, the Point of Control within a volume shelf transcends mere statistical data, acting as a pivotal indicator of market dynamics and potential price movements. When incorporated into a comprehensive trading strategy, it provides traders with a significant strategic edge.
@OpenskiesX
Tes Obs retweeted
Here is today's full presentation from @Tesla's head of Semi engineering, Dan Priestley. He gives some updates on their own Semi fleet, what they are seeing in the field & Semi charging. He'll be giving another presentation tomorrow on their PepsiCo case study.