黑豹钻石拳
黑豹钻石拳
No personal profile
199Follow
71Followers
1Topic
0Badge
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.
avatar黑豹钻石拳
01-23 23:05
$SPY VERTICAL 250221 PUT 577.0/PUT 572.0$ Lock in some profit and let the rest continue to run [Cool]  
avatar黑豹钻石拳
2024-11-23
$SOFI 20250919 7.0 CALL$ 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]  
avatar黑豹钻石拳
2024-11-01
$AMZN VERTICAL 241115 PUT 165.0/PUT 170.0$ I had a good run. Going to close for profit [Miser]  [Cool]  
$SOFI VERTICAL 250221 PUT 13.0/PUT 11.0$ Closing my remaining position to take profit. Happy with this run. [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.
$IWM VERTICAL 250221 PUT 215.0/PUT 210.0$ Closing 1 for profit and let the rest continue the run. 
avatar黑豹钻石拳
2024-11-12
$Palantir Technologies Inc.(PLTR)$   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]  
avatar黑豹钻石拳
2024-11-25
$AAPL VERTICAL 241220 PUT 215.0/PUT 210.0$ Time for profit taking [Cool]  good run
avatar黑豹钻石拳
2024-11-11
$SoFi Technologies Inc.(SOFI)$   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
01-24 22:50
$IWM VERTICAL 250221 PUT 215.0/PUT 210.0$ closing this position to take profit. Will look for another opportunity to open again[Miser]  [Cool]  
avatar黑豹钻石拳
2024-12-20
$PLTR 20241220 22.0 PUT$ Will expire worthless. This kind of strike price don't come by often
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
$SPY VERTICAL 250221 PUT 577.0/PUT 572.0$ taking some profit from this position too. Hopefully the rest will continue to run up [Cool]  
avatar黑豹钻石拳
2024-12-04
$META VERTICAL 241220 PUT 560.0/PUT 555.0$ 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
$NVDA VERTICAL 250117 PUT 127.0/PUT 125.0$ first close of the year. Good run
avatar黑豹钻石拳
2024-12-11
$Tesla Motors(TSLA)$  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.
avatar黑豹钻石拳
2024-12-04
$MSFT VERTICAL 241220 PUT 410.0/PUT 405.0$ Another good run. Close and look for another opportunity.[Cool]  

Go to Tiger App to see more news