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Prikvačeni tweet
“On making an error, our brain exhibits a waveform called error-related negativity (ERN).” - Wendy Wood, "Good Habits, Bad Habits"
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For the first time in my life, I discovered and used the 'draw lines' feature of Yahoo Finance. And then I sold my 'hedge' calls (purchased this morning) when the price broke below the line. I got into finance after reading Ben Graham. Thank you.pic.twitter.com/okHC7PIBB7
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To all my fellow shorts, it was a mistake to short the common. I still think this is a squeeze or option market makers are driving the price. I'm now fully hedged with call options for the next month or so. I hope the madness dies.https://twitter.com/PlugInFUD/status/1224347953378316288 …
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<< Determined to meet Bezos’s demand for Tesla-size government handouts, the HQ2 team became victims of their own hubris.>>https://twitter.com/technology/status/1224334402857185281 …
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A question to our friends at
@ArkInvest : If your bear case is $1500/sh , why are you selling your shares?https://twitter.com/avgtrades/status/1224292815221469185 …
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Our value investing friends will be looking for bargains. If they can tell which companies are real and not frauds... Time to brush up on “Mandarin simplified”?https://twitter.com/tracyalloway/status/1224271332755435522 …
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Our friends in China are panicking.https://www.cnn.com/2020/02/02/investing/china-markets-coronavirus/index.html …
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We'll get a good glimpse into the shithole that is Russia from
@HiddenForcesPod . Preparatory listening here, courtesy of our friends@throughlineNPR : https://www.npr.org/2020/01/22/798594410/episode-966-the-rise-of-putin …https://twitter.com/CoveringDelta/status/1223994012949938176 …
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Error-Related Negativity proslijedio/la je Tweet
Did a semi-lengthy post detailing all my questions after Tesla's Q4 results (tweets/analysis from
@Badger24@tedstein@DanTelvock and@TESLAcharts included in post) Here are some of the ones I listed..(cont.)$TSLA$TSLAQhttps://twitter.com/chitchatmoney/status/1223686580398960640 …
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Folks, it is with deep sadness that I pronounce that... the Nigerian Yield curve has inverted. I ask everyone to be resilient in this hour of crisis.https://twitter.com/charliebilello/status/1223469476110372871 …
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13/ -Importation of Solar shingles from China and the overall tax-payer-screwery that is the Buffalo factory etc. etc.
@TheStalwart , why are we being told empty dreams about tomorrow when today's crimes are going unnoticed?Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
12/ -How Musk lied to investors about Solar City's insolvency and how the board (except Musk) recently settled in a lawsuit -Why Tesla warranty repairs get charged to good will -How Tesla's gross margin calculation differs from other OEMs -What "feature complete" for FSD means
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11/ And finally while all these interviews focus on the distant future, all the fraudulent aspects of Musk enterprises get swept under the mat.
@TheStalwart , next time you get a$TSLA bull, why not try asking about: -The inexplicably high Accounts Receivable ...Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
10/ And you can't really compare two chips by looking at their specs - especially Tesla specs which I claim probably are exaggerated. Putting a timeline like '4 years ahead' is also incredibly dubious. If anything, Nvidia is 30 years ahead of Tesla in the chip-making business.
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9/ The chip making culture is the opposite of 'move fast and break things' ethos associated with Silicon Valley. There is little room for error and there is a lot of obsessive (and very boring) testing involved, as you can't rewrite the chip once it is manufactured.
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8/ Well guess what, I worked at Nvidia too but as an actual hardware engineer in verification and design of semiconductor chips. I haven't seen Tesla's specs or the competitions' but I think it's incredibly risky and expensive for Tesla to manufacture its own chips.
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7/ And apparently our friend
@JwangArk , who worked at Nvidia ("the artificial intelligence company") for 8 years as an editor in chief of a website and a manager for a gaming app, thinks (just by looking at Tesla's chip specs) that Tesla is 4-years ahead of the competition.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
6/ She also says "GM capex spending for electric vehicles is only $25B - it should be $100B". And yet
$TSLA capex for 2019 was $1.327B, far below previous year's $2.101B. And lastly, where is the capex for the China factory? Is it included in the cash flow statement?Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
5/ Catherine Wood also makes fun of critics who had suggested that lithium-ion batteries would "blow up just like in cell phones" - and yet
$TSLA cars have caught many many inexplicable fires. Remember the video of a Tesla car blowing up in a closed parking structure in China...Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
4/ Wood also suggests that other auto-makers are miserably failing. Yet, the introduction of Jaguar iPace, Audi eTron have begun to put significant pressure on Model S and X sales, which started declining in 2018 (I believe)...https://seekingalpha.com/article/4320373-verdict-is-in-audi-and-jaguar-electric-suvs-outsold-tesla-model-x-and-s-in-europe …
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