I received my Tesla Tequila and Short Shorts last week as well. Will celebrate after the S&P 500 inclusion and the record Q4.
Mine is staying corked until tsla affords me a big milestone in life. That is to be decided. Pay my personal home off, buy a tesla vehicle. Idk. Probably wont get popped for yrs. My holding in this stock has been a moving target. The more i learn, the more outrageous the target becomes, because the more i believe in them.
Are Electric Tractors The Next EV Growth Market ? https://finance.yahoo.com/news/electric-tractors-next-ev-growth-165934506.html
So more short term chatter. I have been wondering how the SP will include on monday, but at friday closing price. I finally got an explanation rhat seems legit. If anyone wants to correct me, feel free. so big bank types/brokerages/holding firms, can be buying these shares right now. In fact, i think i spotted a big buyer today. Ill post the pic below. It was too systematic. Almost like a staircase. Anyway, lets say they collect shares for the past weeks then at close on 3:00pm, sell them to SP managers on a market close order with commission, without inflating the price further, because the shares are already out of circulation and being traded behind closed doors, more importantly, shielded from any further volatility. Is this more or less how this will play out? Meanwhile all retail thinks they will be selling into SP on monday morning? And/or fund trackers? Below. It just seemed too systematic to be retail...btw, that was a 1 day, 1 minute look at about noon today.
Plan to sell my DEC and JAN calls this week except the one expiring in 2023. If there is a decent pullback next week, I will be buying more LEAP calls. Meanwhile I will just take advantage of the volatility.
Maybe E tractors won't be as big as cars, but they will be part of the EV revolution that TESLA started many years ago. fyi, Small cap $IDEX is growing one month at a time. NEWS - Ideanomics Reports November EV Sales Activity https://investors.ideanomics.com/2020-12-15-Ideanomics-Announces-MEG-November-Sales-Activity
Auri. I apologize for being curt. eTractors will absolutely be a thing, in the future. I think we're pretty far from sufficient energy density to make a viable battery powered tractor. The use case is too concentrated. A tractor is asked to put out 60~100hp, sometimes 24 hours per day, a couple of times per year. 1 hp is 750 Watts so a 60hp tractor (mid size) will require 45KW per hour. This assumes 100% efficiency but Tesla has achieved about 94% so it's not far out, best case. If the tractor has a 400KWh pack, it could operate for 8 hours, or so, and then require 10 hours to charge at a rate of 40 KW (large destination charger). If the farmer or company had a 100 KW charge point, the tractor could be charged in 4 hours. The only use case I can imagine where 60% duty cycle might be tolerated is mining. They might appreciate the zero emissions enough to have multiple tractors so one can always be charging. Batteries cannot compete with diesel for this particular use case, at this point in time. It might be good for light duty applications like yard work or snow removal where the tractor is only operated a couple of hours maximum at a time. It wouldn't be cost effective in these cases, though. If a 100KWh pack can be made for $10,000 (the magical $100 per kilowatt at the pack level), a mid sized tractor with a 400KWh would cost $40K for the battery. That's not really that far from the realm, given a diesel tractor in this class is going to cost $45~70K. You would still have the charging problem and Tesla is the only company remotely close to $100/KW at the pack level. I wouldn't look to Tesla for a tractor, any time soon. Kind regards, Auri.
I closed my calls today as well. My june call, and then a weekly that i got yesterday morning. Im in with only my shares until this thing settles down, me thinks. Its probably back to boring ol shareholding for me for the foreseeable future.
Scared money and the WORST type of investors are selling, just waiting for some red, they so scared and lose so much money.
Thanks TomB No problem, I am not offended in any way. fyi, Chinese Tesla Demand Could Push Tesla Past Its 500,000 Delivery Target https://cleantechnica.com/2020/12/1...h-tesla-tsla-past-its-500000-delivery-target/ With IDEX it has a good position and strong order pipeline in a large addressable market. China – IDEX’s first target market – will be home to 143 million electric vehicles (~57% of global stock) by 2030. This is ~62x the present stock of electric vehicles (2.3 million units) in China, suggesting that the market is poised for huge growth. IDEX also plans to grow outside China, first in ASEAN nations (starting with Malaysia) and then globally. The company has a strong position in the market, reflected in its $2 billion order pipeline in China.
"Other electric vehicle niche stocks might be expensive now, and possibly overpriced. In contrast, you can own shares of IDEX stock at an affordable price point." https://investorplace.com/2020/12/try-a-different-approach-to-ev-investing-with-idex-stock/
fyi, this conference would be for the other EVs, not for King Tesla the #1 EV manufacturer in the world. Some on Wall Street believe TSLA will climb to $1000 / share Benzinga EV Conference Presentation https://benzinga.wistia.com/medias/z527xepea5
We're all on our own trajectory. I doubt many folks here could match the performance of your portfolio, even with the short term losses.
Well the day didnt disappoint, but i kinda feel like the buy in at 3:00pm was handled much easier than i anticipated. The volume spike was insane. And then done just as fast.that part was kinda amazing in itself. A single spike of $695 but really nothing more than a blip. I expected something way outside of day range. Up or down, i had no idea. i have to admit. Im kinda just glad its just over with now. Since the announcement, has been exhilarating and exhausting. I need a break and to recharge my mindset. maybe if it gives a good retracement, ill be in a good position to buy more shares and a call or two, before earnings. as it sits now, i would bet an earnings through the roof, wouldn't budge the needle much unless to the downside. But then again, im wrong a lot.
To build off that.... I was just showing a loosely drawn (very loose) from my phone, nature sequence of the fib scale, to a friend. Tsla is showing it. I expect a long grind for the next few months. Between $600 and $700. Im booking the prediction just for fun. . Probably even through feb earnings to which i expect a beat, but probably lack of market reaction, unless it dips. I think if tsla keeps meeting projections, it keeps fitting the scale. Edit: imo fundamentals are behind current thinking price, ATM, imo, but fundamentals will catch up at the rate they are moving. And i dont care that i think fundamentals are behind because i believe the fundamentals will outpace market understanding. edit. The red channel was last edited weeks ago. Today even with the SP, tapped exactly where weeks old charting said it should have.
