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  1. Ogre

    Gates shorts $TSLA?

    I’m not confident of Putin’s sanity at this point. A fair number of previously loyal oligarchs have turned up dead lately. The whole situation in Russia is downgrading. I’m not super worried about it, but it’s concerning.
  2. Ogre

    Elon Buys Twitter [LOCKED DUE TO POLITICS AND INSULTS]

    Just converted some AAPL to TSLA. I’ve been way overweight (both literally and investment wise) for some time. Now it’s just silly.
  3. Ogre

    Elon Buys Twitter [LOCKED DUE TO POLITICS AND INSULTS]

    Elon doesn’t need to tweet to groom the share price. Buy shares. Don’t look at the share price for a year. Kind of wish they hadn’t added the ticker on the right.
  4. Ogre

    Elon Buys Twitter [LOCKED DUE TO POLITICS AND INSULTS]

    Busting out the ban hammer seems to work on other forums. And no, banning people for off topic discussion is not a free speech issue in a private forum.
  5. Ogre

    Elon Buys Twitter [LOCKED DUE TO POLITICS AND INSULTS]

    I’m not ‘triggered’ by politics. It just makes me sad seeing how stupid people can get when they argue about certain topics. It’s hard to respect people when they turn into idiots as soon as some topics come up. My faith in humanity is thin enough so I avoid politics.
  6. Ogre

    Elon Buys Twitter [LOCKED DUE TO POLITICS AND INSULTS]

    Should have known this thread would turn into a politics dumpster fire quickly.
  7. Ogre

    Gates shorts $TSLA?

    Would you let someone sell your Cybertruck without your permission? Don’t worry, they’ll give it back when you need it.
  8. Ogre

    Gates shorts $TSLA?

    Shorting brings the share price down. It also creates a whole class of investors who are motivated to sabotage the company’s reputation. Short the stock, leak a bunch of false information about the company, cover your short. Repeat. That is why it is hated by so many people in the Tesla...
  9. Ogre

    Gates shorts $TSLA?

    I am not betting on a stock. It is ownership. There is no other place in our society where you can un-own something. Imagine for a second how the real estate market would work if you could sell property you don’t own.
  10. Ogre

    Gates shorts $TSLA?

    Sure, it was Gates and Paul Allen, then Ballmer got in there and turned out to be a super-star at underhanded ways of extracting money from Microsoft’s captive audience. Allen got sick of the BS and checked out. Eventually Gates realized that Ballmer was just better at the game than he was and...
  11. Ogre

    Gates shorts $TSLA?

    Shorting stocks used to have a very real and practical value to people investing in a company. It made trading shares when there was a huge time lag viable. In the modern economy, shorting no longer serves anyone invested in a company or the company itself. It is a tool for Wall Street and...
  12. Ogre

    Gates shorts $TSLA?

    The weird thing is the short position isn’t public. Gates was apparently talking about it at TED or to people who talked to Musk at TED. Not sure how you wander around bragging about how you are betting someone is going to fail, then turn around and ask them for money for your charity. That’s...
  13. Ogre

    Gates shorts $TSLA?

    You’d think so, but apparently this was fairly recent. There were also a couple recent interviews where Gates was asked directly if he was short Tesla and Gates chose to talk around the question rather than answer it. Tesla Daily talks about that a bit.
  14. Ogre

    4-20 quarterly earnings call

    Not a huge day for Tesla, but huge versus the macros. Tesla is bit of green in a sea of red. Hopefully we’ll realize all of these tailwinds before the truck comes out.
  15. Ogre

    GM’s Super Bowl commercial, where’s Tesla’s?

    I think it was this commercial. Everyone saw it and realized they could buy an EV from a guy who also designs rockets to go to Mars. Boom
 to infinity and beyond!
  16. Ogre

    Delivery dates of CT and Cybertruck Van

    I’m not going any further out on this limb myself. They sounded pretty confident they would be cranking out trucks at a good clip by year end. That should put to rest the idea they are going to push out a few trucks in the 3rd - 4th quarter. I wouldn’t latch onto anything beyond that until we...
  17. Ogre

    GM’s Super Bowl commercial, where’s Tesla’s?

    Looks like GMs (and other) advertising during the Super Bowl was quite effective. Tesla posted this chart during their earnings call. Hard to say, but looks like a 50% jump in Tesla order rate. GM is finally spending money to help move EVs forward.
  18. Ogre

    4-20 quarterly earnings call

    Only interesting tidbit on the call was reiterating the fact that they are confident that they will hit volume production on the Cybertruck in 2023. Volume production usually means thousands per week so they aren’t planning on sliding 3 out on December 30th, they are planning on having the...
  19. Ogre

    Delivery dates of CT and Cybertruck Van

    Musk on the earnings call: Not “Start Production” Not “First Delivery in December” Not even October. When Musk says Volume Production he is usually talking about approaching assembly line capacity. If they are hitting that by year end, they are almost certainly planning on starting...
  20. Ogre

    Delivery dates of CT and Cybertruck Van

    What percentage of trips do you think are point to point and will require 12 passengers? Havent seen the numbers but I suspect it’s quite small.
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