Greetings-- I thought the earnings call would be hated by Wall Street. So I sold some calls and bought puts-- weeklies. When I was wrong, I rolled the calls out and up a month. But then I proved to be really wrong and the price kept rising. These calls were sold against my TSLA Shares in a non-margin account. So, I bought time and safety by rolling the calls out to above my total cost of the shares. But this required rolling them out many months. Now if Tesla takes off and I lose... Read more ..read more

Robinhood enabling for TSLA and others. Will others follow ..read more

FSD is amazing. So what is your action next. I am interested about mass market take rate. Vote by your future action, not by your heart of how much you love it ..read more

Elon advised that HW4/5 can be leveraged - vehicle owners will get paid ..read more

Place to discuss Juniper Model Y, Compact Crossover etc. Not Robotaxi or Gen 3 unboxed models. https://twitter.com/x/status/1782866848502952224 ..read more

I thought it would be fun (and even useful) to have a thread on what is going on in his bit of the simulation's algorithms. As a starter, his top level decision logic?: Save planet High risk - need plan B AI threat etc. Neurolink Plan B - Move some peeps to Mars SpaceX Money required 2030 ish Tesla Don't go bankwupt Make serious money 2030 TN Save planet - see 1. Improve rest of world... Read more ..read more

I see I’ve written something more along the lines of an essay than a comment to start a thread, but, I still hope it’s useful and starts a discussion. It appears very probable we have an enormous moat around the growth of Tesla’s vehicle business the market does not yet explicitly appreciate. The combination of critical elements that appear to be creating this massive moat may actually very well be unprecedented in business history. That likely being the case, it’s not surprising it has... Read more ..read more

Shareholder Meeting | Tesla UK 2018 ..read more

Usually an optimist and a believer in Tesla's ability to execute - but I've finally found something about which to be skeptical - the business viaability of a Tesla-exclusive rideshare network ie the "Tesla Network." Personally I think this is a harder problem than full autonomy because it's a critical mass problem. As a ride share user, I do not care whether a human is driving or not - I just want to be picked up and picked up NOW. Uber delivers that experience in most places I go in... Read more ..read more

I am creating this thread to continue the current discussion on FSD payment by subscription. People may also want to discuss the model being used for non FSD payments ..read more