Discover and read the best of Twitter Threads about #tsla

Most recents (24)

#ثريد
#التحوط ؟ 🤔
معنى التحوط ؟ او الهيدج ؟ 🤨
هل هي #استراتيجه ؟
وش مميزاته وعيوبه ؟

يتبع .. 👇
#التحوط او #الهيدج او #التطويق كلها مسميات لي
#استراتيجه جدا مهمه 👌
لها شهره واسعه واستخدام جدا كبير في التدوالات
هدف هذه الاستراتيجه هي
1- الحمايه ( وقف الخسارة )🔩
2- الربح 🏌️
من اهم الادوات الماليه اللي تندرج تحت اداره المخاطر ✔️
تعريف #التحوط ( فتح صفقتين باتجاهين مختلفين )
يعني بالبلدي 😂
انك تفتح صفقتين عكس بعض 🙃
#صعود او ( شراء )📈و الثاني #هبوط او ( بيع )📉
Read 15 tweets
/1st Principles argument for investing in #Tesla. A thread on how I model #tsla at 3k by 2025 and 6k by 2030.

My objective is not to maximize Tesla but to look at it in the most conservative way to see if it's worth the risk reward. See thread.
2/ First, what is the question. @elonmusk always said, asking the right question is the hard part.

So,my question for myself and people I recommend to Tesla is this.

What is the risk reward? Remember if you're diversifying and only investing in 1 company, you better be right.
3/ So, once I understood the problem, the solution is simple. There is no point drawing the most rosy picture. Because when you maximize everything, chances of being wrong is high. So, I want to take a very conservative approach.

What do I know for sure?
Read 14 tweets
resurrected an old tweet to share some thoughts on hedging strategies ...Elon has hands full and is in it or the long haul with regard to #TSLA, but in taking down #TWTR, even someone of his wealth can benefit from "locking in" value of shares.
the "zero cost collar" does this...at start of Jan'21, with TSLA at 735 per share, Elon could have bought the Jan'23 expiry 530 put and fully funded the protection by selling the Jan'23 1425 call! The put protects shares 28% below 735 price then.
the call is struck so high that he'd get to realize gains in the stock 94% above that 735 level! pretty attractive! makes the big quarterly SPX collar look bad by comparison, but why? the tweet back then was based on the incredible bid to long-dated vol in TSLA.
Read 10 tweets
How to Read my Chart:

E = Early Entry
S = Safer Entry
D = Daily Entry (Previous Day High / Low)
Wk = Weekly Entry (Previous Week High / Low)
BF = Broadening Formation
D/UTL = Down/Up Trendline
IB = Inside Bar1⃣
OB = Outside Bar3⃣
FTC = Full Time Frame

#StocksafterDark #SADTips
#SADnation - You do NOT need to trade every Day. You do NOT need to hit the🌙on each trade. You do NOT need to go ALL in. You do NEED a plan & CONSISTENCY is🔑

2022 has 251 days:

$100/D = $25.1K
$500/D = 125.5K
$1K/D = 251K
$5K/D = $1.25M

2023 = 250D

#SADucation #SADtips

1⃣
#SADnation Have you gone 🟢➡️🔴?

Have a 🎯 & 🛑 in mind before entering into a trade.

Learn to scale out of your positions & adjust your 🛑Where you place them is your personal Risk➡️Reward tolerance.

Learn to get ⬆️ & walkaway when you’re🟢.

5% > -1%

Wins compound.

2️⃣
Read 21 tweets
I'm kidding of course. There was nothing special about seeing from the start that he didn't really want this deal. And it was just an excuse to unload #TSLA.

It's people who actually believed him that need to introspect. Have y'all forgotten FIN101, ACC101, MKT101?
Wait, a company whose management, employees, and board was continuously attacked and trashed by Clyde wasn't nice to Clyde? I'm shocked! 😂😂

Twitter board totally turned the tables on him.
Read 8 tweets
Flunkies: Boss, #TSLA has fallen from $1111 to $666 since you "bought" #TWTR 😭

Clyde: Imma sue someone 😡
Because yeah, what investors are looking for in a CEO with a trillion dollars of their money to play with is micromanagement of endless litigation and promises of "blood".

Very sane and normal thread, dude.

If I had to guess the trigger for this latest tantrum, I'd say it's because

Cathie = Asif
Elon = Mudasir
Salman = Roku

😂😂😂

But seriously, she was saying it'll be $4600 in a couple of years. It'll be lucky to stay above $600 by next Friday. House of cards is shaking.
Read 4 tweets
All past recessions have started with one or two key overvalued company stocks suddenly crashing and then that panic making investors cautious, leading to other structural flaws in the market becoming salient. And then there's a big crash.

It's all there in the textbooks.
Surely you're all old enough to remember the months leading up to and after Bear Sterns. Where CEOs on CNBC kept telling us it's all cool and the bull market will continue, while liquidating their own stocks under various excuses like tax payments.
Read 15 tweets
Anddd today the #TSLA stock has dipped below 700! That's what the recent Musk Twitter bot count histrionics have been about. He knew the margin call getting triggered was inevitable. So he is doing a "you can't dump me because I dump you first" to have an excuse ready to bolt.
The tantrum over the ESG index of S&P is also so much Trumplike, full of random self pity and conspiracy theory. They also removed Berkshire Hathaway and Meta from the index. You see Buffett or Zuck turning into a random whine against leftists.

As if Exxon is a leftist favorite!
Musk could have just said there are problems with the ESG index methodology, which is indeed an imperfect thing that S&P keeps tweaking.

But no, he went straight to lies and conspiracy theory about "leftists". Gaslighting expert. They actually added multiple oil companies!
Read 9 tweets
Ah okay, something I've taught in class before. So short thread with the full story.

This ad is over a decade old. And first went viral 5-6 years ago with this very LOL sentiment. Making people think the company or ad agency overlooked something blatantly obvious.

Full story...
...is a lot more logical. Because obviously, there's no way this ad could pass through multiple eyes attached to sentient brains without anyone realizing that the woman is extremely pregnant already.

That, apparently WAS the point of the ad. As the Belgian company explained.
The whole point *WAS* for people to point this out and laugh. And Predictor had a response ready. That their tests are so extremely 99.99% accurate that they are even more accurate than a bulging belly.

It was deliberate absurdist hyperbole to go viral.

They did!
Read 32 tweets
🤭🤭🤭
Dude is always projecting.
This is why Clyde is throwing tantrums today. Plus #TSLA dropped 7% today.

The #TSLA stock has dropped 40% in the last 6 weeks, entirely due to its CEO's random tantrums and also selling billions in the stock himself, while he rants at the world for saying the stock is overvalued.

Any other CEO would've been fired by now.
Read 9 tweets
#TWTR 가 만드는 #TSLA 와의 시너지효과

일론이 트위터를 인수한 후 대대적인 혁신을 통해 2028년까지 매출액을 5배이상 성장시킨다고 말하고 있다.

이러한 트위터의 성장이 테슬라와 어떤 동반상승효과를 만들 수 있을까?

GPAI (General Purpose Artificial Intelligence)완성을 위해
꼭 필요한 언어학습을 위한 리얼 언어데이터를 트위터를 통해 제공받는 것이 첫번째 효과일 것이다.

일론은 트위터 비즈니스 모델예측에서 현재 90%의 매출이 광고에서 나오는 것을 2028년에는 45%(12B)로 낮추고, 구독료매출을 38% (10B)로 성장시킨다고 말한다.

나머지 17%에 해당하는
4.5B(5조원) 매출은 Data Licensing 같은 비즈니스에서 나온다고 했다. 트위터의 언어데이터를 테슬라에 공식적으로 제공하여 트위터의 성장과 테슬라의 AI 완성을 같이 이루는 소위 "꿩먹고 알먹는" 전략이다.

트위터의 현재 가입자는 2.17억명이다 일론은 2028년까지 4.5배 증가한 9억3천만명을
Read 4 tweets
See, this is one news the muggles are missing in all of Elon's shenanigans. The F-150 Lightning is sold out for at least a year or so. Unless you think Farley is just telling straight up lies, that's a pretty big reason for Tesla to be worried.

Cos it's the F-150!
People outside America don't fully comprehend what a branding and product design and marketing behemoth the F-150 is.

It is the top selling car in America by a hefty hefty margin. That means it has a huge loyal sticky base that loves the whole package. Especially the storage.
F-150s have rugged engines, of course. But their main appeal is the back, which is huge, spacious, stable, comfy, and has generated a whole other economy of it's own in terms of accessories. A business like that has even been on Shark Tank. Pickup truck beds and such. Image
Read 53 tweets
Thanks @russ1mitchell for covering our recent paper describing the existence of corporate computational social media accounts (#fanbots) and their role in support of the Tesla narrative. Here’s a link to the article in @latimes latimes.com/business/story… and a short summary. 🧵 1/n
Looking at tweets from Tesla IPO to 2020, we found a set of accounts that did not exhibit human-like behavior. Using Botometer botometer.osome.iu.edu, an IS tool from Fil Menczer at UoIllinois, we identified these accounts as programmed users generating pro-Tesla content. 2/n
The #fanbots were active in the pro-Tesla movement using #TSLA and $TSLA, whereas accounts active in the counter-movement around #TSLAQ and $TSLAQ were human users. This imbalance suggests that the fanbots were a strategic resource supporting the Tesla narrative. 3/n
Read 10 tweets
So many times I start looking into something and end up in an entirely unexpected place...
Gabe Hoffman is the CEO of Accipiter Capital Management in Palm Beach who comments on TESLA alot.. His company has major stock holdings in #TSLA
stockzoa.com/fund/accipiter…

He's also the producer of the 'documentary' An Open Secret , about child abuse in Hollywood ImageImage
In 2021 Larry Ellison bought Gabe Hoffman's $80M mansion at
12525 Seminole Beach Rd, North Palm Beach, FL

Apparently, Ellison plans to knock it down because he says he prefers Hawaii

web.archive.org/web/2021041321…

Read 66 tweets
TESLA BOT UPDATE
(AI CTO)

All following occurred BEFORE earnings call, mostly Sunday-Tuesday

Preface: My CTO friend has pivoted her company's future plans around the assumption that Tesla Bot will become a reality😮
1/
2/
I briefly said this before and will give details in video I'll make soon, but anyway, this shows conviction that bot will be a thing

Their plan is highly risky IMO but they seem very confident
3/
A few days ago she wrote a whole lot on her FB, almost URGING her friends to invest in TSLA. I posted it here

Read it before going on.
Read 24 tweets
📚How to Draw KEY LEVELS📚

To start KEY LEVELS are areas of support & resistance. For beginners, in a bullish situation support is a price that a stock doesn’t want to go below and resistance is a price it struggles to get above. For bearish scenario this is just the opposite. Image
Before entering a trade I start with drawing key levels on the daily chart and work my way down to 1hr, 30min, and 15min chart to make these levels more precise for day trades. Longer time frame key levels tend to act as stronger psychological levels for bounces in my opinion.
For my daily chart key levels I use red lines to remind myself, when zoomed in, that these can act as very strong levels of support and resistance. Then, I draw the 1hr, 30min, and 15min levels with blue lines.
Read 9 tweets
[분산투자에 대한 생각]
대한민국에 살면서 주택을 하나 이상 보유하고 있는 유주택자라면 이미 본인 자산의 충분히 큰 비중이 부동산에 투자되어 있는데 금융투자, 즉 주식과 암호화폐 등을 여러종목으로 분산투자해야 할 이유를 잘 모르겠다. 그래봤자 하락땐 모두 한 방향으로 움직일텐데..
부동산이라는 상대적으로 변동폭이 낮은 자산의 비중을 뺀 나머지 금융자산은 자신이 공부해 가장 확신가는 종목을 한두개만 사도 충분하다고 생각한다.
어차피 무정란, 유정란, 메추리알 각각 다른 바구니에 담아도 위기때 바구니는 동시에 떨어지고 다 터진다. 그냥 오랫동안 들고 갈 계란만 사자.
만약 무주택자라면 얘기가 좀 다르긴 하다. 변동성이 큰 금융자산이 전체 포폴에 100%라면 리스크의 분산이 필요하다고 생각한다. 이때부턴 복잡한 고민이 시작되겠지만 가능하면 거주는 안하더라도 보유한 부동산이라도 있는게 포폴운영 측면에서 좀 더 안정적이라는게 개인적인 생각이다.
Read 4 tweets
Elon Musk's 3 Fake "Factory" Cars 🧵
A flock of #TSLA bots flooded my earlier tweet about how #Tesla used a modded car vs. Musk's claim of a "completely unmodified, directly from factory" car for Nurburging.
Car #1 is this red car, showing obvious mods. $TSLAQ 1/8
Here's Car #2, the second #Tesla Plaid. Note the different wheels, but again, the same opaque tint job & jumbo brake setup. $TSLA $TSLAQ 2/8
Car #2 has plate # BIT 0679. Despite all the mods, this #Tesla Model S Plaid broke down on the track & had to be towed. Tesla literally tried to cover it up, and used an older Model S to try to block photography of the embarrassment. $TSLA $TSLAQ 3/8
Read 10 tweets
#AMC #GME #TSLA #KOSS Part 2 of "The Recap" continuing into our dives of the SR-OCC-2021-003 rule:
Per the 801 rule section 3 and 4 were intentionally missing as it awaited the additional comments from SEC, OCC and its members in regard to items 3-5. So L2B what’s the
difference? Because people are saying this is about so many different things, I’m getting confused.
Let me go through each section so that I can help you make the connection:
First section 3 begins with the overall purpose of the rule itself…. “Amend the OCC’s rules, Capital
Management Policy, and certain other policies to establish a persistent minimum level of skin-in-the game that Occ would contribute to cover default losses or liquidity shortfalls.” I’m sorry what does that opening line sound like....I'm sorry, what rule might be? That is our
Read 14 tweets
#AMC #GME #TSLA #KOSS Alright, Good Evening Everyone and welcome to The Recap. I hope you all have had an amazing day thus far and I hope that you’ve been able to relax and enjoy all of the green we’ve had. Tonight, on the recap we will go back over “Skin-in-the-game” if you
remember from the video, I posted it talked about section 10 of the advanced notice. Now I’m going to help blow your mind a little bit as I talk about how the SR-OCC-2021-003 and the SR-2021-801 rules are 1 in the same. How the 003 fits into our “Skin in the game model.” Buckle
up and strap in as we take a dive into these rules. When we covered the SR-0CC-2021-801 rule a few months ago we talked about section 10 of the overall section of the SR-OCC-2021-801 rule. We said that the rule was to do each of the following:
1.Establish a persistent minimum
Read 25 tweets
#AMC #GME #TSLA #OCGN #SOS - below is your ortex information for the morning: Here is the Cost to Borrow as we go into regular trading hours: Daily Max is listed first then daily avg:

AMC: 259.81%, 133.41%
GME: 5.44, 1.89
TSLA: 4.48%, 0.65%
OCGN: 9.60%, 6.49%
SOS: 25.2%, 14.83
Ocugen is below...
My thoughts as we go into the morning: I hope and entrust you all have had a wonderful morning. I also hope that you all enjoyed that little after hours bump yesterday. It was pretty nice to watch. Now I know many of you who are holders of AMC are also worried about other stocks.
Read 7 tweets
#AMC #GME #TSLA #KOSS #NOK welcome to sundays looking forward statements. We have so much going on right now but we must not lose site of the goal, the battle remains outside against the HF and MM and we need all hands on deck. This week is a big week and we have a busy schedule
Monday morning will come in like a wrecking ball in a good way. I’m hoping it’ll work in our favor as I suspect HF and MM will try to deal with other areas of the market. Tuesday is AMCs shareholder meeting bigs ups to the team their at AMC & @CEOAdam I know your team
Is working tirelessly to help us all even when folks don’t realize it. Two days later we have the SEC (@SEC_News) closed door meeting to discuss different topics but I surmise and I’m hoping it’s about our rules followed by the House financial committee meeting witnesses on deck:
Read 15 tweets
The EU pays BigCem billions in EU ETS to keep polluting. The SEI co-wrote a 2016 report, the EU then closing its ETS to external offsets & hence innovation-funding is killed

As the SEIs head of *industrial transformation* could you confirm my understanding is correct @GokceMe?👍
#TSLA has a clear need & justification for Carbon credits redeemable in a mandatory ETS, as an *avoidance* measure. But what of industrial-process avoidance innovators? Did your thinktank's 2016 report forsee them *totally* shut-out of the EU ETS @GokceMe?
insideevs.com/news/438345/te…
More Stockholm thinking @GokceMe:

"LeadIT supports governments and industries to co-produce stakeholder-led pathways to low carbon industry transformation. It provides actionable measures on innovation & finance and gives a platform for sharing know-how."
industrytransition.org/what-we-do
Read 4 tweets
#AMC #GME #TSLA #OCGN #NAKD alright part 3 here we go. Now were we left off in part two was discussing about TSLA and how we need their sales to match their forecasts. Why is this important from an accounting perspective and internally the company is looking at having strong
quarters as we emerge from the pandemic. I know a big part of that is the micro chips and supply chains when it comes to materials both importing and exporting them and it doesn't help that a lot of it has been hampered due to the pandemic. So tomorrow I'll listen in on the call
and hopefully I can give you some insight as to what to expect from the company going forward. #OCGN you are up...Wow can I just say you guys have held and held you all saw some massive gains last week so kudos to each and every one of you who are continuing to hold onto this
Read 13 tweets

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