im not a hero, you're a brave man shorting this thing, it moves like a penny stock. I do think the valuation is horrible, but I also know that stuff never seems to matter, if this breaks out of that downtrend, its going to run very hard.
James appreciate the post and your work. I was a Tesla bull and I originally followed you because you were a Tesla bear! And I wanted to hear both sides. I admit I got sucked in to the Elon hype, Im a university student, i was naive, still am. Thankfully I came to my senses, you are actually the reason I got out of Tesla around December last year. Never looked back, I couldn't sleep having all my money in Tesla. Cheers mate.
It’s your stack, do whatever the fuck you want I say! I really don’t understand the seeming desire that you highlight a particular stock as 1 of the 5… I didn’t come here for equality of outcome, I came here for your perspective. And if people don’t like it, it’s not like they need to stick around. Your product, we’re the customers, we decide to buy or not.
Ya you would think you don’t have to explain to people that the most expensive large cap name by a mile is maybe just too risky? It’s up 40% in a week and still negative on the year
We know you're willing to highlight say a risky micro cap biotech you never heard of if there's unusual option flow so picks like that ignoring fundamentals, hedge fund ownership, etc directly contradict your entire argument here.
lol that shows how ignorant you are and you should take offense because if you can’t realize the significance of a massive trade on a shitco biotech and how rare that is when there is no other flow vs countless options trades on Tesla then you’re in the wrong place. Again if you want a Tesla fan club, why not sign up and pay Gary black, he gives you a new bull thesis daily.
There's no need for insults. I'm not looking for stock fan clubs nor hater clubs which this post seems like it's from. For a service that alerts readers to unusual option flow, not doing so for one of the major stocks is doing a disservice to the readers. If you have such a black list of stocks you will not alert readers to, you should list them up front so readers know exactly what they are signing up for.
How is it a disservice? I kept them out of stock that is somehow negative even now in 2024 after this massive rally the last week. You could argue I saved them alot of money by not being Tesla. My question to you is, what do you seek from me? You don’t think much of my opinion, why even subscribe? No offense but I wouldn’t pay someone for their insights unless I felt they were valuable, you clearly think my insights are wrong, so why waste time? The unusual Tesla calls were there amongst many others, you clearly missed the trade and are blaming me, you want someone to hold your hand and click buttons for you apparently, that isn’t me.
You are creating straw men. I don't know if your family situation is stressing you out so you lashing out but you're not coming of well here. I would suggest taking a break. Good luck James.
@jamesbulltard FCF will be positive and you will also see a continued increase going forward in each quarter. Watch future Tesla quarterly reports and you will find it out for yourself.
@michaelcraft Half of my neighborhood and friends and family own one or multiple Teslas. Have you ever been to California, Phoenix, Northern Virginia, etc? We can’t go even 100ft without seeing a Tesla, and we see multiple Teslas at every intersection.
In case you don’t know, the Tesla Model Y is not only the #1 selling passenger car in the USA, but it is also the #1 selling car in the entire world as well. And Tesla still doesn’t sell in more than 1/3 of the world countries (like India, most of South America, etc.). I am pretty sure most people don’t know that. So, a Tesla, despite being an EV (and hence playing in a very small segment of the auto market like less than 10%) is beating all gasoline cars and all hybrid cars across the world. Keep in mind all of this is happening in a world where EVs are still an extremely small market of the whole auto market…more than 92% of the cars sold in the USA are still gasoline and hybrid cars. Watch what happens when EVs become 50% of the auto market in 5 years and close to 80% or more in another 10 years.
Ha! It’s not even that, Tesla is simply the most egregiously overvalued equity in our market. It’s $800b and has negative fcf that is insane. Its entire valuation relies on the premise that Elon is promising things that don’t exist and they may one day. He also has been promising fsd for 10 years and things like roadsters and semi for 7 years and neither of those exists either. The company has to show some fcf and it’s just not going to
I said you didn’t highlight Tesla options flow like you do for so many tickets on a daily basis…and your explanation of why you didn’t highlight doesn’t make any sense but whatever. No one is asking you to go long on Tesla…leave that to whoever wants to go long or short on it based on their thesis or options flow like you provide. What we were asking was why do you spend so much time every day hating on this company and Elon. And I will try to write that rebuttal post, hopefully very soon.
It doesn’t make sense that I wouldn’t suggest a $750b company with negative fcf when I take pride in trying to highlight high quality names? One thing about me is you’ll never see anybody complain about me bc I don’t lead people to slaughter. You’re pretty much the only person complaining ever bc I won’t say Tesla is a good company.
So you are saying every single ticker that you have been highlighting is a high quality company? Not everyone wants to stick their neck out - Just because I am vocal and others are quiet doesn’t mean I am the only one who thinks Tesla is a great company.
It means you’re salty because I won’t come out and highlight a company I think is overrated and expensive so you rant and rant. It’s a free world you’re allowed to do so but all this rambling and nothing of substance on your end just “bro look at the last 10 years”
Not just 10 years bro…If you are an investor, look at 5 years, 10 years and 15 year returns. All of them are far, far higher than Amazon. Thats the reason there are so many Tesla retail fans with tens of millions of dollars in net worth, and some even hundreds of millions.
But because you are hater, you pick the timeframes that suit you such as 2021 highs or this year returns? And as I previously mentioned, Tesla will beat Amazon in any 5 year time period, not just in the past, but also in the future…And I will be here to highlight that for you. So please calm down and relax.
I can write a full article that’s a complete rebuttal to your post, but maybe that’s for another time. It’s clear you have certain negative bias towards Tesla and Elon and that blinds how you see things. Anyway, so on the one hand you say you won’t touch it because it is negative FCF, etc and then you also say you will touch it if it breaks downtrend? So which is it? It did break the down trend today by closing above 235. I am all ears to hear your TSLA trade because like I said your options expertise is quite impressive.
Kevin, I know it’s hard for you to believe, but not every person has to go long Tesla to succeed in the market. You have had a really impressive rant over the last 24 hours through multiple posts. You’re not gonna change my opinion, facts change my opinion. You talk a lot but never post facts, write your rebuttal and publish it, I’ll share it with all the Tesla bears and let’s see what comes of it. You said I didn’t post Tesla options when I infact did have them in the database and you just overlooked them.
Tesla is great at innovation, but it's a bad place to invest at the moment, with plenty of clearer options. You can still love what they make, even love Elon, and leave out the stock.
that's fine, but I don't even love what they make, I'm a car guy, electric cars aren't for me, I've posted many videos on my YouTube of my cars, I love track cars, electric vehicles don't impress me in any way.
We love you too! Nailed it on all of the above...and THANK YOU!
100% agree, actually it’s a good hedge as a short.
im not a hero, you're a brave man shorting this thing, it moves like a penny stock. I do think the valuation is horrible, but I also know that stuff never seems to matter, if this breaks out of that downtrend, its going to run very hard.
James appreciate the post and your work. I was a Tesla bull and I originally followed you because you were a Tesla bear! And I wanted to hear both sides. I admit I got sucked in to the Elon hype, Im a university student, i was naive, still am. Thankfully I came to my senses, you are actually the reason I got out of Tesla around December last year. Never looked back, I couldn't sleep having all my money in Tesla. Cheers mate.
Ha! Theres alot of things that can go right at Tesla but I don’t worry about hypotheticals when we have so many great companies doing real things
It’s your stack, do whatever the fuck you want I say! I really don’t understand the seeming desire that you highlight a particular stock as 1 of the 5… I didn’t come here for equality of outcome, I came here for your perspective. And if people don’t like it, it’s not like they need to stick around. Your product, we’re the customers, we decide to buy or not.
Ya you would think you don’t have to explain to people that the most expensive large cap name by a mile is maybe just too risky? It’s up 40% in a week and still negative on the year
We know you're willing to highlight say a risky micro cap biotech you never heard of if there's unusual option flow so picks like that ignoring fundamentals, hedge fund ownership, etc directly contradict your entire argument here.
lol that shows how ignorant you are and you should take offense because if you can’t realize the significance of a massive trade on a shitco biotech and how rare that is when there is no other flow vs countless options trades on Tesla then you’re in the wrong place. Again if you want a Tesla fan club, why not sign up and pay Gary black, he gives you a new bull thesis daily.
There's no need for insults. I'm not looking for stock fan clubs nor hater clubs which this post seems like it's from. For a service that alerts readers to unusual option flow, not doing so for one of the major stocks is doing a disservice to the readers. If you have such a black list of stocks you will not alert readers to, you should list them up front so readers know exactly what they are signing up for.
How is it a disservice? I kept them out of stock that is somehow negative even now in 2024 after this massive rally the last week. You could argue I saved them alot of money by not being Tesla. My question to you is, what do you seek from me? You don’t think much of my opinion, why even subscribe? No offense but I wouldn’t pay someone for their insights unless I felt they were valuable, you clearly think my insights are wrong, so why waste time? The unusual Tesla calls were there amongst many others, you clearly missed the trade and are blaming me, you want someone to hold your hand and click buttons for you apparently, that isn’t me.
You are creating straw men. I don't know if your family situation is stressing you out so you lashing out but you're not coming of well here. I would suggest taking a break. Good luck James.
I won’t be surprised if even Q2’24 ends up being a positive FCF…we will know on July 23rd.
@jamesbulltard FCF will be positive and you will also see a continued increase going forward in each quarter. Watch future Tesla quarterly reports and you will find it out for yourself.
@michaelcraft Half of my neighborhood and friends and family own one or multiple Teslas. Have you ever been to California, Phoenix, Northern Virginia, etc? We can’t go even 100ft without seeing a Tesla, and we see multiple Teslas at every intersection.
In case you don’t know, the Tesla Model Y is not only the #1 selling passenger car in the USA, but it is also the #1 selling car in the entire world as well. And Tesla still doesn’t sell in more than 1/3 of the world countries (like India, most of South America, etc.). I am pretty sure most people don’t know that. So, a Tesla, despite being an EV (and hence playing in a very small segment of the auto market like less than 10%) is beating all gasoline cars and all hybrid cars across the world. Keep in mind all of this is happening in a world where EVs are still an extremely small market of the whole auto market…more than 92% of the cars sold in the USA are still gasoline and hybrid cars. Watch what happens when EVs become 50% of the auto market in 5 years and close to 80% or more in another 10 years.
Fact...not a single one of my friends or neighbors use or own a TSLA product.
Fact...every single one of my friends and neighbors use or own AMZN and AAPL products.
Ha! It’s not even that, Tesla is simply the most egregiously overvalued equity in our market. It’s $800b and has negative fcf that is insane. Its entire valuation relies on the premise that Elon is promising things that don’t exist and they may one day. He also has been promising fsd for 10 years and things like roadsters and semi for 7 years and neither of those exists either. The company has to show some fcf and it’s just not going to
Appreciate the work you're doing. Happy 4th!
Thanks Billy have a good one
I said you didn’t highlight Tesla options flow like you do for so many tickets on a daily basis…and your explanation of why you didn’t highlight doesn’t make any sense but whatever. No one is asking you to go long on Tesla…leave that to whoever wants to go long or short on it based on their thesis or options flow like you provide. What we were asking was why do you spend so much time every day hating on this company and Elon. And I will try to write that rebuttal post, hopefully very soon.
It doesn’t make sense that I wouldn’t suggest a $750b company with negative fcf when I take pride in trying to highlight high quality names? One thing about me is you’ll never see anybody complain about me bc I don’t lead people to slaughter. You’re pretty much the only person complaining ever bc I won’t say Tesla is a good company.
So you are saying every single ticker that you have been highlighting is a high quality company? Not everyone wants to stick their neck out - Just because I am vocal and others are quiet doesn’t mean I am the only one who thinks Tesla is a great company.
It means you’re salty because I won’t come out and highlight a company I think is overrated and expensive so you rant and rant. It’s a free world you’re allowed to do so but all this rambling and nothing of substance on your end just “bro look at the last 10 years”
Not just 10 years bro…If you are an investor, look at 5 years, 10 years and 15 year returns. All of them are far, far higher than Amazon. Thats the reason there are so many Tesla retail fans with tens of millions of dollars in net worth, and some even hundreds of millions.
But because you are hater, you pick the timeframes that suit you such as 2021 highs or this year returns? And as I previously mentioned, Tesla will beat Amazon in any 5 year time period, not just in the past, but also in the future…And I will be here to highlight that for you. So please calm down and relax.
I can write a full article that’s a complete rebuttal to your post, but maybe that’s for another time. It’s clear you have certain negative bias towards Tesla and Elon and that blinds how you see things. Anyway, so on the one hand you say you won’t touch it because it is negative FCF, etc and then you also say you will touch it if it breaks downtrend? So which is it? It did break the down trend today by closing above 235. I am all ears to hear your TSLA trade because like I said your options expertise is quite impressive.
Kevin, I know it’s hard for you to believe, but not every person has to go long Tesla to succeed in the market. You have had a really impressive rant over the last 24 hours through multiple posts. You’re not gonna change my opinion, facts change my opinion. You talk a lot but never post facts, write your rebuttal and publish it, I’ll share it with all the Tesla bears and let’s see what comes of it. You said I didn’t post Tesla options when I infact did have them in the database and you just overlooked them.
Tesla is great at innovation, but it's a bad place to invest at the moment, with plenty of clearer options. You can still love what they make, even love Elon, and leave out the stock.
that's fine, but I don't even love what they make, I'm a car guy, electric cars aren't for me, I've posted many videos on my YouTube of my cars, I love track cars, electric vehicles don't impress me in any way.
I’m not an EV fan either, just stated that people forget that company (products) are completely different from stocks.
Love your car’s videos, congrats with new AMG, what a beast!
Yes meme stock