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Stocks move, and markets move without bullshit and politics, I never pay attention, that’s for amateurs and losers.
Liberals were the first to buy teslas, sure, but the mkt beyond is far greater. The question is if other manufacturers will catch up, lots of nice looking ev vehicles coming out. And if the mkt is big enough for everyone.
Amazon didn’t kill UPS, which I’ve owned for 20 yrs, because the mkt was growing and there was more than enough.
Feel like this rally needs to be sold.
I agree with this. And I could care less about debating the merits of Musk here. I have not seen the case for buying TSLA today or if drops another 20 percent.Quote:
Originally Posted by Cono Este
U.S. EV makers over-estimated the market here and are adjusting. The mkt in China and parts of Europe are moving more quickly in terms of percentage of EV ownership vs combustion engines. But, IMO, Tesla.s line of cars no longer inspire and competition has caught up. What does Tesla offer that Volvo, Mercedes, GM, etc. do not? The Tesla name and that name is getting hit hard. I personally think Tesla is just a car company that wants to be perceived as a growth company first for EVs and now for AI. That worked and they crushed it. Will it hold or burst? My best guess is the latter. Perhaps burst is the wrong verb. Hold or bleed out? I guess bleed out. Perhaps someone can make the other case that is not based merely on Tesla.s performance between 2020 and 2025, which is something approaching 15,000 percent -- fucking amazing but not a reason in and of itself to buy.
I had some retired Tesla engineers in my hostel, all retired in their late 30’s, single, and spending a few weeks in each town to board. They hated the stock.
Personally, i paid 110 ish two yrs ago, sld some higher, so it’s almost a free position now. That’s how I like to,carry long term. For free. Im also keeping it for space X shares.
Tesla just recalled every Cybertruck ever produced to fix a trim panel issue. Total produced: just over 46k in ~16 months.
Tesla had initially predicted sales of 500k per year.
They have no new products in the pipeline (unless you consider the Cybercab, which you shoudnt because FSD isnt ever going to have the capability to drive without ever needing human interaction.)
So why is TSLA a growth stock?
Quite- TIL that Tesla insiders (executives, board members, etc) have sold *1.46 million* Tesla shares over the past 12 months, and bought precisely *zero*
https://www.nasdaq.com/market-activi...sider-activity
https://bsky.app/profile/ryanlcooper.../3lkvq4fekqb26
But also:
$TSLA - MUSK: TESLA TO BUILD 5,000 OPTIMUS ROBOTS IN 2025, TELLS STAFF NOT TO SELL SHARES Tesla plans to build 5,000 Optimus humanoid robots in 2025, using its self-driving tech for tasks like walking and catching objects, Elon Musk told employees. Production could reach 50,000
https://bsky.app/profile/fintwitter..../3lkvhcs7am42u
TBF, executives are getting stock as part of their compensation. They wouldn't have any reason to ever buy it. Not sure about board members though.
Any insider who has stock has to pre-arrange sales, which is supposed to make it impossible to trade on insider information. So when they sell after an earnings call, it doesn't mean they didn't like their results, they just picked that date a few months ago as a time to convert some equity to cash.
I think there are still legs to go down. We haven't yet gotten the Putin/Trump leg down. Only the tariffs.
I read a very interesting article I wish I could post. It talked about us moving from an economy where trade is used to drive foreign policy, that no longer works with China, to where trade drives economic growth. It explained how we tried to compete by flooding our economy with cheap labor, that ultimately failed. And how now with tariffs to substitute high taxes, and to drive middle class demand that china can never compete with.
What in the holy fucking nonsensical economic word salad are you trying to say?Quote:
Originally Posted by Cono Este
This^^^
But also: just post a fucking link. WTF?
The usual stooges show up to ruin a good thread. Who should we ban?
Ive never given a bad piece of financial advice in this thread.
You two should fuck off while the rest of us adapt and try to make money.
No room for emotional twats in here.
Jimmy, j baron/ aka Bozo the clown
At 22, I walked into the middle of a Chicago trading pit filled with men, and took another man’s spot. He punched me in the face, and I stuffed him in a garbage can. My bosses fought over who got to pay my 25k fine.
you will never get rid of me.
So china flooded our market with cheap goods, so we flooded our market with cheap labor (suppressed wages)? And the argument is that we will lower taxes on the middle class (tarrifs make up the difference) so that we can pay them high wages so that they can afford slightly more expensive goods... that wont come from china? If China can't compete with america's middle class demand for goods... who is going to provide those cheap goods for the middle class? Is that supposed to be america? Seems unlikely that american made goods will be able to compete (price-wise) with stuff made in 2nd/3rd world as those workers are literally paid pennies per day compared with a "good" american wage of +$25/hour. I think you should link or copy-paste sections of the article for a better explanation.Quote:
Originally Posted by Cono Este
More importantly, what would that mean for stonks?
Yeah, you’re a model of stabilityQuote:
Originally Posted by Cono Este;[emoji[emoji6[emoji640
Now make what you typed make sense.
Do any of you give a fuck what he has to say about anything?
It seems to me that Trump is trying to turn back the clock to a different era, and ultimately I don't think it will work. But nobody ever accused him of having more than a superficial understanding of anything.And if the Chinese economy tanks, or the Canadian or Mexican economies for that matter, that does not help us.Or maybe I'm the one with a superficial understanding. I just think the idea that he can restore America to manufacturing dominance is naïve.
China's economy would tanking would be ultimately good for us.
Have quite a bit of my money in cash these days and thinking of putting 20% in a Black Rock Bond fund yielding about 6.4% at this time. Thoughts?
Sent from my moto g stylus 5G (2022) using Tapatalk
The death of American manufacturing is wildly overstated. Real output is at an all time high. It's just become highly automated.Cheap labor? Americans are among the highest paid workers in the entire world (much better than the Eruopoors) and there is a literal shortage of workers to fill highly paid positions that don't require college degrees (trades, nursing, mechanics.)When goods don't cross borders... armies do.
Trade can be good for peace, but doesn't prevent wars.
I'm just having a hard time believing that "Bringing manufacturing jobs back to the US" is a real possibility and something that we need and want. The younger generations of kids have given me very little confidence in their work ethic away from a computer. You really think that manufacturing jobs are something that people will aspire to in the future? Maybe if we do away with the Dept of Ed and reduce the quality of education in this country, newer generations will just learn to be worker bees for the billionaire class.
^^ I think you just figured out the plan. Or maybe it will all be robotic assembly facilities and the people will be programmers and maintenance techs?
Id like to stick to what stocks might be in this change in economy. This was not a political article. I just can’t post it.
I am also planning for a “new deal” type program might to come from it.
Tooling companies
Construction
Etc.
Just kinda building on the chips act, but bigger.
How about the name of the author? Or where it was published? Snippet of text?
Tariffs are going to drive middle class demand how?Quote:
Originally Posted by Cono Este;[emoji[emoji6[emoji640
It’s nothing new, think chips act, where would we invest? what anyone thinks about it, don’t care, take it to poly ass. Have some stick ideas, post em.
It’s an article from a private group, one of which slings 10,000 contracts at a time. A guy I should write a book on but he hides n,private islands. Started with 50k in 1987, we had same boss.
All you had to say.Quote:
I made it all up and it was yet another example of CE delusions.
Bunion, jimmy carter, and j blowhard are now the new official tgr hall moderators. Licensed to do anything they want.
You fucking clowns wouldn’t understand vol dispersion with an neurolink chip implanted in your tiny brains.
I am still not understanding how cutting taxes on the wealthiest Americans and shifting that burden to the middle and especially lower classes through tariffs, while greatly increasing deficits, is going to lead to growing middle class spending.
Maybe my brain is just works differently.
Now it’s investment that’s driving middle class demand? Do you understand what demand is? The chips act is virtually all about creating US supply and does almost nothing to increase demand for products other than to create demand for US manufacturing infrastructure and research. Tariffs will do even less. That’s a dumb take even for you and your super exclusive email list.Quote:
Originally Posted by Cono Este
Neufox
I don’t care where you think you teach Econ, we’re trading stocks and options In here fancy guy. You can solve the world’s problems in polyass.. And I challenge you to find one bad recco Ive made since this thread started. And I even post my grades, so you can suck it.
You don’t want to know what the largest, individual options trader in the world is thinking? Dudes long 10,000 vix, you fkn moron.
Cono pushes out poorly explained economic theory
Economic theory gets questioned
Cono can’t explain his position. Accuses people of making it political.
Further questions are asked about his economic theory
Cono says fuck you and your economic theory! No one cares about economic theory anyway! Drops straight into “trust me bro” / don’t you know who we are?
It's Al Bundy daydreaming about the high school championship game with his hand down his pants.
I mean being long instability and uncertainty isn't exactly an out of consensus trade at this point is it? 10,000 contracts on the futures exchange is quite a bet though.
In other words: I will dwindle off into the twilight realm of my own secret thoughts. I will walk through the parking lot in a semi-catatonic state, and dream of imaginary trades and option plays to go with the loading zone announcement.https://www.tetongravity.com/forums/...wink_smile.gifQuote:
You fucking clowns wouldn’t understand vol dispersion with an neurolink chip implanted in your tiny brains, we’re trading stocks and options in here fancy guy.
THREAD CUNTS
When, where, did I show any fucking support for that theory? I don’t care if it works, we care if we can make a buck in here.
You have to look at everything, or you sell me your Tesla at 110.
Tools
Rooor. It’s a million per pt.
Guy has written 1000 algos.
I can’t even give credit to someone else for a winner.
^^ some of us in here are here to learn and gather information. So stop being so sensitive and instead explain why you think what you think, and how that will shape your future trades. If people want to pushback on your ideas/theories i want to see that too cause its just more information to gather and your idea might be a flawed one. If its not flawed, explain why. Thats the game here.
USELESS THREAD CUNTS
There is an entire industry around piggy backing guys like this. People fucking pay money to know whose on the other side. And we don’t ever fucking care who is president.
Don’t bring your emotions in here, you’ll cost someone something.
.