黑豹钻石拳
黑豹钻石拳
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avatar黑豹钻石拳
2022-10-07

Tesla production backlog.

Tesla's order backlog was 317,000 units on Sep 21, equal to 78 days of global production. The drop happened in China. This calculation is based on the production rate for each model and the wait times for new orders shown on Tesla's website. It takes Tesla 1 week to deliver cars. That's why the wait time never drops below 1 week. Therefore we should subtract 1 week from the wait time before converting it to units. In other words, 1 week wait time now means zero backlog. Tesla sales in Europe are looking good. The chart shows year-to-date registrations in Europe at the end of September. Europe sales are not going to be an issue in Q4 but there are some concerns about China and the US. *Source - https://twitter.com/troyteslike?s=21&t=Rq1AJlcXk-e17-lkjfxOzQ Based on the above calculations
Tesla production backlog.
$SOFI 20250919 7.0 CALL$ This long leap has been awesome. But I believe this is just the beginning for$SoFi Technologies Inc.(SOFI)$ . Will be looking to add more position on pull back. [Cool]  
$AMZN VERTICAL 241115 PUT 165.0/PUT 170.0$ I had a good run. Going to close for profit [Miser]  [Cool]  
avatar黑豹钻石拳
2022-10-12

Palantir obtained #DoD Impact Level 6 provisional authorization.

The DoD is preparing to award up to four companies contracts for the Joint Warfighting Cloud Capability (JWCC) program, the successor of the now-scrapped Joint Enterprise Defense Infrastructure (JEDI) Cloud program. The DoD has stated that they will announce the winner in December 2022. The JWCC contract is valued at $9B for five years. Google, Oracle, Microsoft, and Amazon Web Services are the four companies that received solicitations for the JWCC program. However, a DoD official stated that only two companies are expected to be eligible. Those companies are Microsoft and Amazon Web Services. Google and Oracle do not have DoD Impact Level 6 (IL6) provisional authorization from the Defense Information Systems Agency (DISA). As we know, Palantir has just received IL 6 accreditation from DI
Palantir obtained #DoD Impact Level 6 provisional authorization.
$Palantir Technologies Inc.(PLTR)$   Despite the massive run up ytd, I'm not selling or closing any of my$Palantir Technologies Inc.(PLTR)$  position.  While valuation concerns exist, Palantir’s focus on growth sectors, unique product offerings, strong customer retention, and forward-looking strategy could drive further upside. As the demand for data-driven insights continues to grow, Palantir has the potential to be a leader in the space for years to come. [Cool]  
$AAPL VERTICAL 241220 PUT 215.0/PUT 210.0$ Time for profit taking [Cool]  good run
$SoFi Technologies Inc.(SOFI)$   SoFi could benefit from a Trump administration because 1. Less Regulation: Fewer rules on financial companies could give SoFi more freedom to grow and expand. 2. Lower Taxes: Tax cuts could mean higher profits for SoFi. 3. Economic Growth: Policies that boost jobs and spending could lead to more people using SoFi’s services. As Cathie mentioned, Trump's administration tends to favor deregulation, tax cuts, and a business-friendly environment, and this is great for SOFI.  
avatar黑豹钻石拳
2022-10-28

Tesla to Send 15 Ships from Giga Shanghai to Europe in Q4

$Tesla Motors(TSLA)$ will have a powerful Q4 in Europe as the number of delivered vehicles promises to be a record high. According to a report, Giga Shanghai will send 15 ships loaded with left-hand-drive (LHD) Model 3 and Model Y to Europe this quarter. In Q3 2022, Tesla upgraded its Giga Shanghai production lines. While the company has yet to confirm, multiple sources claim that it now has a production capacity of more than 1 million vehicles a year. The rapid growth in production in Q3 led to Tesla not having the time to deliver all the ordered cars, and about 20,000 remained undelivered. The company admitted that it ran into logistical problems and ended up not having enough ships, trains, and trucks to deliver a
Tesla to Send 15 Ships from Giga Shanghai to Europe in Q4
$META VERTICAL 241220 PUT 560.0/PUT 555.0$ Closing another 1 for profit. Good run [Miser]  
avatar黑豹钻石拳
2022-10-15

Tesla Cybertruck Bodies Spotted at Giga Texas

Two$Tesla Motors(TSLA)$ Cybertruck-like objects were spotted at Giga Texas by drone operator @JoeTegtmeyer/Twitter. They were both neatly covered with a covering that fitted them perfectly. Upon closer look, it was noticeable that they did not have wheels and were placed on wooden pallets. According to the description, they arrived at the site on October 14 and were located in the northern part of the building, near the paint shop. Giga Press for the production of the electric pickup truck is already in Texas and these bodies can be used to calibrate its work. Sources - https://www.tesmanian.com/blogs/tesmanian-blog/tesla-cybertruck-prototypes-spotted-at-giga-texas-ahead-of-the-start-of-production https://twitter.com/joetegtmeyer?s=21&t=VkZ3qZ
Tesla Cybertruck Bodies Spotted at Giga Texas
$Tesla Motors(TSLA)$  China reported an outstanding 21,900 insured registrations for the week of Dec 2-8. This was the 2nd highest week of the year, and 3rd highest week ever. With 3 weeks left in the quarter, 4Q is +17.8% YoY and +9.5% QoQ. Separately, China BEV adoption reached a record 31.3% in Nov, and TSLA captured a 9.7% share of China’s BEV segment in Nov. I think hitting a new high before end of 2024 is possible [Cool]  🚀🚀
avatar黑豹钻石拳
2022-10-14

Palantir has a new partner in Asia.

$Palantir Technologies Inc.(PLTR)$has partnered with FPT Software, a Vietnamese IT service provider, to promote Foundry in Vietnam, Malaysia, and Singapore. Just as the threat posed by Russia has led to increased spending among NATO countries, China has instilled fear in numerous countries in Southeast Asia. Therefore, I anticipate a similar reaction. Apparently, so does Palantir - they expect Asia to account for ~40% of overall sales in five years. Furthermore, the International Data Corporation's Worldwide Big Data and Analytics Spending Guide shows that spending on big data analytics in the Asia Pacific region will grow by 19% this year and is expected to grow to $53.3 billion by 2025. Source - https://www.channelasia.
Palantir has a new partner in Asia.
$MSFT VERTICAL 241220 PUT 410.0/PUT 405.0$ Another good run. Close and look for another opportunity.[Cool]  
avatar黑豹钻石拳
2022-09-26
$Tiger Brokers(TIGR)$Bullish personally think that tiger brokers is the most user friendly tradingplatform. Beside trading, it's also a one stop financial news platform where you get the most up to date news. Very friendly and interactive community too. Tiger is also very generous in their coin rewards which is the reason why the community is so active. the DDA feature is by far the best as it's super easy and fast to deposit our fund. Definitely love $Tiger Brokers(TIGR)$@TigerEvents
avatar黑豹钻石拳
2022-10-17

Tesla delivery and production estimates for Q4 2022

Here is $Tesla Motors(TSLA)$ estimate for this quarter as of Oct 9. Tesla Delivery Estimates for Q4 2022: • My estimate: 400K • Analyst consensus: 435K I estimate 454K for production. The large gap between prod and deliveries is related to eliminating the delivery wave in Europe & China. Here is my estimate for Tesla's production in Q4 which I calculated on Oct 9. However, apparently, Wall Street cares more about deliveries than production. Estimated YOY growth in 2022 vs 2021 • 39.8% in deliveries (1,308,573 in 2022) • 48.7% in production (1,383,772 in 2022) source - https://twitter.com/troyteslike?s=21&t=iy4J6hVGpd2zn49HqO73ng
Tesla delivery and production estimates for Q4 2022
avatar黑豹钻石拳
2022-11-08

Tesla Model 3 Is the Most Energy-Efficient EV in the Green NCAP Tests

Tesla Model 3 has received the title of the most energy-efficient EV in the Green NCAP tests. The vehicle has shown impressive test results under various weather conditions. In the press release published on November 7, Green NCAP noted the results of three very competitive electric vehicles: Tesla Model 3, NIO eT7, and Renault Megane E-Tech 100% electric. According to a press release, all vehicles received an impressive five-star rating under the Green NCAP sustainable rating scheme, earning near-maximum scores due to the high energy efficiency of their electric powertrains, which far exceed conventional vehicle ratings. Green NCAP particularly singled out Tesla Model 3 and awarded it for impressive results with a Weighted Overall Index of 9.8 out of 10 and a well-deserved 5 Green stars.
Tesla Model 3 Is the Most Energy-Efficient EV in the Green NCAP Tests
$SOFI 20250919 7.0 CALL$ Opened a long leap in the money call option as I'm bullish on $SoFi Technologies Inc.(SOFI)$   6 Reasons why I'm bullish on$SoFi Technologies Inc.(SOFI)$   1. All-in-One Financial Services: SoFi started as a student loan company, but now it offers everything—banking, loans, investing, credit cards, and more. It’s turning into a one-stop shop, so customers can handle all their finances in one app. This keeps people on SoFi and helps them cross-sell different services to each user. 2. Bank License Boost: Since getting a bank charter, SoFi can hold deposits and lend direc
$GOOGL VERTICAL 241115 PUT 155.0/PUT 150.0$ Thanks to the Q3 strong earning. I hope this will expiry worthless. [Miser]  
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@N30:$SoFi Technologies Inc.(SOFI)$ SoFi is down recently, but is the decline overblown? The stock decline is primarily due to a combination of factors: Rising loan delinquency rates, particularly in credit cards and auto loans, signal growing financial stress among consumers and can negatively impact lenders like SoFi. Broader economic headwinds like inflation and rising borrowing costs further strain consumer budgets, worsening delinquency rates. SoFi's announcement of a "transitional year" with a shift away from student loans raises investor caution about the company's ability to navigate this change. However, I believe these issues are temporary, and I remain bullish on SoFi for several reasons: Economic recovery: If the broader economic
avatar黑豹钻石拳
2021-05-02
[Smile] 
Warren Buffett Faces Impatient Investors as Berkshire Hathaway Returns Decline

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