Saturday, November 23, 2019

Tesla, TSLA & The Investment World: The 2019 Investors' Roundtable

Tesla, TSLA & The Investment World: The 2019 Investors' Roundtable





Separate names with a comma. After all of the discussions around how option expiration and max pain is affecting the stock price, I've begun making some tools to visualize how the option market moves, but I'm struggling getting historical option data. Can anyone here hook me up? 鈥檚 going to be tough to get for free. You might very well turn out to be right - the good news is that in a few hours it will probably be over one way or another. I'll make a gentlemen's bet that there will be no collaboration between Ford and Tesla. I do wish Ford all the best in their EV launch, every EV regardless of manufacturer, is one less ICE on the road, and that is a good thing. For the record, I don't actually think F is partnering with TSLA. I expect the truck to have airless tires or else Elon is lion about the truck being bulletproof. I expect the truck to thrill hipsters around the world who won't be able to afford it, and to earn huge market share among people who actually do work (in the scientific, physics sense).





I expect a new trading range to be grasped for on Monday, Wednesday at the latest, and I expect to observe at a markedly different mystique and probably significantly different SP about the TSLA animal 2 weeks from now. Sorry about that. I didn't mean to start such a fruitful rumor. Tesla wants the Model E trademark, though Ford will spitefully make sure they don't get it. I forgot about that! But I would put that in the past-tense. Sorry about that. I didn't mean to start such a fruitful rumor. So, seems like this would put an end to F/Tesla partnership speculations. Preemptive crippling of the FUD narrative. I think Elon knows that enough people will love Cybertruck to keep Tesla busy for years. Nope. I'm not going to waste my time. To be truthful, I'm just sitting here stunned this morning. I feel like I have entered an alternate reality where reality doesn't really matter.





Tesla partnering with Ford? Why? This is ridiculousness. If Tesla and Ford partner, TSLA shares shoot to the moon? Why? They might go down with that kind of bearish news. Both of these ridiculous notions are rooted in the same fallacy, namely, that Ford has something that Tesla wants! Ford has absolutely NOTHING that Tesla wants! This is not going to happen. The specs and timelines Ford has released for their entry into mass-market EV's is a wish list, pure fantasy. I'm shocked people are still getting fooled by these desperate statements. Tesla wants but more importantly, every drive train Tesla make sold to Ford is one less ICE car shipped out of Ford. Tesla is the only company not dragging their feet. I can't believe you are starting to think Tesla is only a car company. I am rooting for power train partnership with anybody and everybody. That new eMustang IS ugly tho.





If you disagree that's not a differing opinion, you're actually WRONG. That new eMustang IS ugly tho. If you disagree that's not a differing opinion, you're actually WRONG. Model S and the original ModelX prototype looked similar and I argue is even more awful. That new eMustang IS ugly tho. I'm not just saying this as a Tesla fanboy. I mean, I like the styling of various other vehicles as well. But I agree with you on this one. I spent a couple of hours today trying to catch up with TMC which was possible only by skipping two pages at a time. It is somewhere between these two boundary conditions. With all deserved praise to Karen and FC and others too. A nice, clean, organic dopamine high. Thank God I was never offered nor would I imbibe in lysergic acid, because I'm already flaky about reality. Two fraternity brothers at MIT were part of Leary's original Harvard test when we were at MIT.





One had no behavioral reaction to the drug because his baseline behavior was already beyond bizarre. The literature foretells more than dopamine effects or vastly unpleasant ones. Like whatever acid the shorts spew. Not an advice, just a reminder about temperance and moderation. So, seems like this would put an end to F/Tesla partnership speculations. That article says nothing about an exclusive partnership between Ford and VW though, and Ford indeed partnered with Rivian as well. VW's MEB platform will arrive in the US in 2021 at the earliest - while the Mustang Mach E was announced with end of 2020 availability - so the timing doesn't match. Nor can VW's MEB platform produce the specs Ford announced. Ford might consider VW the more dangerous partner: VW isn't doing this out of the goodness of their hearts. Ford might want to partner with a company they believe will be less dangerous to them in the future.

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