Note the timestamp.https://twitter.com/DanielleFong/status/1250464307164430337 …
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𝔞 𝔟𝔩𝔞𝕤𝔱 𝔣𝔯𝔬𝔪 𝔱𝕙𝖊 𝔭𝔞𝔰𝔱 𝕝𝕖𝕧𝕖𝕝 𝟛𝟚 𝕤𝕠𝕣𝕔𝕖𝕣𝕖𝕤𝕤, 𝕙𝕒𝕣𝕕𝕔𝕠𝕣𝕖 𝕞𝕠𝕕𝕖
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𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪 Retweeted 𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪
Note the timestamp.https://twitter.com/DanielleFong/status/1250464307164430337 …
𝓓𝑎𝑛𝑖𝑒𝑙𝑙𝑒 𝓕𝑜𝑛𝑔, 𝕖𝕩-𝕡𝕣𝕠𝕕𝕚𝕘𝕪 added,
I think you may very well be spot on on this one
How do you see Tesla avoiding the overall economic carnage? I honestly see no practical path for an uptick of vehicle demand that would sustain the ability for Tesla to continue to report profitability. W/ this week's production restart, maybe there could be 75k Q2 deliveries?
It's interesting, in Germany they're actually seeing an uptick in Tesla registries (modest, 5%) while totaly new car regs are down 60% or something. They also have batteries and solar cells which are really important for resilience. Oil is going to shock up and down like mad.
The thing about Elon is he's got plans after plans and has a lot of mental agility and can actually make moves instead of most companies, so he's got an ability to weather the storm like most companies don't. The challenge is only to survive financially but seems very doable.
The stock could well go down, preferably to $420, and the company can continue executing plans without too much of a hitch. Car companies requiring stable oil and parts supply are going to have a hard time otherwise, IMHO.
If I were to short anything specific, I'd short Deutschbank and the banks that specifically service oil fields.
Maybe not a bad idea to short all of the banks
I day-traded $FAZ today as a leveraged means of doing that (got stopped out profitably, but will look to do so again)
Do you still have your huge stack of June $SPY puts?
If so, guessing they have come back to life a fair bit the past few days
yes! I'm up 150% in the past two days 
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