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I don't have loan desk contacts to sniff that out. I can't imagine any IB or lender wouldn't offload some risk.Quote:
Originally Posted by 4matic
Iirc Elon took an equity loan for the Twtr debt.
Found it. This confirms memory
https://www.reuters.com/business/fin...%20deal%20said.
"The X acquisition was funded by a $6.5 billion secured term loan, a $500 million revolving credit facility, $3 billion unsecured loan and $3 billion of secured loans"
my dick wouldn’t work either
He seemed pretty chill when Tesla,was at 110 2 yrs ago. He’s not a big fan of,leverage.
Feb
Banks Sell Billion of X’s Debt, in a Sign of Investor Demand
The social media company is attracting investor interest because of Elon Musk’s close ties to President Trump and a recent jump in revenue.
I put in some gtc’s, before the systems crash, kinda far away.
Classic bear bounce for an ounce of hope. Weak close puts another ten percent down on the table
This market does not please me. I thought it was gonna be all good times and gains? All im getting are 10% drops and $10 eggs. Fuck.
Yes.. no volume. No conviction. Lots more wealth destructionQuote:
Originally Posted by 4matic
Everybody buying the dip?
That is a negative Ghost Rider...
Buying SPXS. Self immolation is funQuote:
Originally Posted by yeahman
Need the coins to rollover to really get going.
As I'm slowly buying BTC via IBIT been paying attention. The volume on the sells has been higher than on the bounces. Imo 60s are possibleQuote:
Originally Posted by 4matic
Agree it’s vol range expansion. Marko Kolanavic: Market can't bounce yet because of residual selling from vol targeting, risk parity, and CTA. That should stop soon, so i would expect a bounce (even a dead cat type)
I think if the economy really does get into trouble that the chance of QE and money printing is way higher than the chance that the federal government allows asset prices to stay deflated.
Who knows though- maybe there is enough cash on the sidelines from the covid print up to allow an actual crash so the truly wealthy can come in and buy up all the distressed and deflated assets.
It’s a long way down in asset prices before another round of QE but carpet bagging is certainly possible
Don't shoot the messenger: J-Curve Milei playbook might be guiding the Trump admin. If so, they're willing to accept more short term pain
we’ll do it a few times
eta
https://uploads.tapatalk-cdn.com/202...0b5dcb1117.jpg
I bought some Tesla puts, a whopping two contracts, dated for July. Looking forward to sharing my options trading results here ad nauseum
That’s notional value of fifty thousand dollars.
I bought a little of the pre-dip before the real dip. I think there's going to be another round of dip though, so I'm waiting again to buy the dip dip.
Best financial advice I’ve ever heard.Quote:
Originally Posted by Hott Butt Mud;[emoji[emoji6[emoji640
What if its a six layer dip situation?
Agree: “Given there is significant US market short gamma (from options and levered/inverse ETFs) large moves tend to become larger i.e. there is a risk of a squeeze higher. Perhaps why UMich didnt tank the market.”
That last move lower Thursday really compressed risk parameters
I hope tesla goes to 108, I’ll buy more again.
Can we keep the Elon bullshit to its dedicated thread?
This has been a really good thread in here, so far.
What is the case for that?Quote:
Originally Posted by Cono Este
I have no stake in Tesla. I made a very little amount of $$$ long ago and got out. But to me, it is a way overpriced car company that is now trying to reinvent itself as an AI company. Maybe robo taxis save its underwhelming car sales and underwhelming improvements/upgrades to its existing car fleet, but I personally would not invest in that. Next, due to the new policies of the Trump Admin. and Congress, there is the likely loss of EV credits and the carbon credits that Tesla has been doing so well selling to other car cos. And then there is the animosity growing around the world against his officious political conduct. Finally, there is the fact that the overall consumer and economy may be slowing down. To me, my best guess is that the Tesla value bubble is going to descend greatly.
Perhaps $108 is so low from its high and where it is now that the bleeding stops there. It seems crazy, but even that low does not entice me.
I'm not saying demanding to discuss the price of Tesla without discussing Musk correlates with stupidity, but.....
Have you taken a look at their international (not to mention domestic) sales numbers? Do you feel they can compeate with the competition coming out of China? What's the bull case moving forward?Quote:
Originally Posted by LeeLau
Where is capitulation? 10, 15, 30% Waaaay too much TSLA NVIDIA BScoin froth. Even at half price from weeks ago tesla is still worth more with 2% market share than Toyota, VW, and Honda combined. Bullshit.
Of course that’s the thing with funny money, it can flow all over the place supporting all sorts of crap until the bigger bubble bursts.
Pets.com X 1,000,000
The bull case is Yolo techQuote:
Originally Posted by RoooR
- FsD
- Car as software
- somehow, a tie-in between Tesla and other Musk companies (Boring, SpaceX, Grok)
And of course Elon being Elon and somehow getting the meme aspects of the stock rolling.
This is why I take profits every time there's a substantial TSLA drawdown
FSD level 5 will not be anytime soon using just cameras…
https://youtu.be/IQJL3htsDyQ
Full on Wile E. Coyote
How do I avoid the seven circles of emoji?
Waymo already beat them to the robotaxi service. BYD is building better and cheaper cars.
^^^ true. But, and this is a BIG BUT, Waymo and BYD arent in the oval office on a weekly basis directing POTUS on policy and budget decisions. Im not sure there has ever, in the history of the modern free world, ever been such a high level, blatant conflict of interest. And the fact that TSLA is still tanking (at least in the short term) is one helluva indictment on musk personally. Long term, i wouldnt be surprised eventually find out all the ways musk used his current position of power to setup TSLA and the rest of his companies for significant competitive advantage. It would seem that both BYD and TSLA have the full fledged unfair competitive advantage of their governments backing/support... so maybe that means it actually is a fair and level playing field?They say the market is irrational and emotional. I think that is ESPECIALLY the case with a company with as much political and emotional baggage as TSLA. Its a meme stock at this point. Logic and fundamentals play a minimal part in its share price.
I’m getting nervous sld my msft at 420, hoping to buy it back 350, same for google, both winners, I think they’ll see lower, but it’s taking too long.
I have a 185 bid for more Tesla gtc, and my vix offers are gtc.
Hopefully it hits.
The market is less emotional and irrational than anyone basing their TSLA case on not liking the administration. But whatever, find any reason to fit your argument or agenda.
I don’t know if tsla stock is going up or down. I’ve said it 100 times…high growth companies being judged (by internet investment experts) on P/E is brain dead.
Tesla is down. Nvidia is down. Facebook is down. Google is down. Amazon is down. All quite a bit, over the last 2 months. They must have people in the White House, of course. That must be it.
My issue isn’t with perception of Musk himself. He seems like kind of an asshole weasel. And if musks govt position is good for tsla…which I kind of doubt….sign me up (I don’t own any Tesla stock, I bought years ago and sold it less years ago).
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^^^ FWIW i know multiple wealthy people who have sold off all TSLA in the last 6-12months strictly for political/ethical reasons. There is a not-insignificant amount of people with lots of money interested in ESG investing who no longer consider TSLA a viable ESG option (putting aside them getting booted from the S&P ESG etf a while ago). Let alone the blowback on an individual basis to anyone buying a new tesla car will surely have an impact to their current and future sales. Like it or not, but TSLA has become a stock surrogate for MAGA/Trump, and as the country's favorability for MAGA/Trump goes, TSLA stock will likely follow. And TSLA's core customer is still liberals, and we all know how they rate MAGA/Trump in terms of favorability. But, the market is irrational, and TSLA could get a pump as Team MAGA buys the stock, but not the hard product.
By what definition is Tesla a high growth company? They sold more cars in 2023 than 2024 and their revenue increased by 1%. High growth is usually associated with YoY revenue growth in like the 30% range.
New Tesla ad just dropped:
https://bsky.app/profile/waltb31.bsk.../3lkovl2duec2n