RatkoVarda Posted July 5 Posted July 5 On 7/2/2025 at 12:46 PM, Deleterious said: Bad print and still up 5% today. My new investment strategy is to liquidate every last thing I own. Then just constantly buy Tesla calls with a strike date right after earnings. yesterday's bill directed target multiple core Tesla's business lines. it is not just the 7,500 EV credit; the new fines for automakers not meeting cafe standards is $0.00 Tesla made MORE selling cafe credits than it did selling cars last quarter; are other companies really going to spend millions to avoid a fine of zero? i think the Tesla board might have to remove the guy who just spent over $250,000,000 of his own money to get a guy elected who promised to destroy the EV industry, and is now doing so - any other CEO would be bounced for that the irrational exuberance that has surrounded Tesla is breaking IMHO 1 Quote
gehringer_2 Posted July 5 Posted July 5 a lot of people have lost a lot of money doing that, but I agree sooner or later it's going to be the right play! Quote
Deleterious Posted July 5 Posted July 5 It gets posted here quite a bit. But nothing describes Tesla better than the Keynes quote. Quote "The market can stay irrational longer than you can stay solvent" 3 Quote
gehringer_2 Posted July 5 Posted July 5 3 hours ago, Deleterious said: It gets posted here quite a bit. But nothing describes Tesla better than the Keynes quote. spot on. Quote
Deleterious Posted July 16 Posted July 16 I remember people saying Tesla was toast when its board sold $100 million in stock. Quote
gehringer_2 Posted July 16 Posted July 16 51 minutes ago, Deleterious said: I remember people saying Tesla was toast when its board sold $100 million in stock. LOL - was it you that posted the old line about the market being able to stay irrational longer than an investor can stay solvent? Tends to apply to these guys I guess. Quote
gehringer_2 Posted July 16 Posted July 16 34 minutes ago, Deleterious said: haha Actually, if he's shopping the idea around instead of just doing it I would guess he's not sure of his ground and is trying to gauge how much push back he's likely to get. Quote
gehringer_2 Posted July 16 Posted July 16 2 hours ago, Deleterious said: I remember people saying Tesla was toast when its board sold $100 million in stock. Life is hard. He's now got Lauren's plastic surgery bills to cover, and bigger boats just keep getting more expensive! Quote
Tigermojo Posted July 16 Posted July 16 34 minutes ago, gehringer_2 said: Life is hard. He's now got Lauren's plastic surgery bills to cover, and bigger boats just keep getting more expensive! Wedding gifts must have been a little lighter than expected. Quote
Tigeraholic1 Posted July 17 Posted July 17 Quarterly earnings report exceeded expectations. Economy humming along. The engineering firm I contract with just released they are direct hiring 500 techs to work on next gen diesel program. Quote
Deleterious Posted Monday at 07:54 AM Posted Monday at 07:54 AM Yeah, it's been a great year for us so far. We were predicting some doom and gloom, and it hasn't come. In November, we told our employees not to expect a profit sharing check this year, and if we did get one, it would be small. They were shocked to hear how well things were going this past week when we went over our YTD finances with them. 4 of the 6 locations are on pace for their biggest profit sharing yet, while the other two are still looking at pretty big checks. Like my partner said. Just another example that we don't have a clue what we are doing. Oh well, we're in talks to sell anyway. Sold one place to an employee in April, and looking to do the same with our other locations. Quote
Deleterious Posted Monday at 08:09 AM Posted Monday at 08:09 AM They are saying it will be a 2nm chip. Big win for Samsung if they can pull it off. I'm skeptical. The chip will not be available for several years. They just announced the AI5 chip is being pushed back from 4Q25 to probably 4Q26. TSMC is fabricating that, eventually in Arizona, after starting in Taiwan. The AI6 will be manufactured in Texas. Quote
Deleterious Posted Wednesday at 05:59 PM Posted Wednesday at 05:59 PM Not if inflation creeps over 3% by then. Quote
Tigermojo Posted Wednesday at 08:37 PM Posted Wednesday at 08:37 PM 1 hour ago, Deleterious said: How much would it have grown if the auto industry wasn't hemorrhaging money? Quote
Deleterious Posted yesterday at 01:53 AM Posted yesterday at 01:53 AM 5 hours ago, Tigermojo said: How much would it have grown if the auto industry wasn't hemorrhaging money? They estimate 2nd quarter GDP at $7.5 trillion. GM said they lost $1.1 billion to tariffs in the 2nd quarter. So it's not even a blip right now. I'm not convinced it will hold up that way. But I have a long track record of being wrong. Quote
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