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.
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]  
avatar黑豹钻石拳
2025-01-24
$IWM VERTICAL 250221 PUT 215.0/PUT 210.0$ closing this position to take profit. Will look for another opportunity to open again[Miser]  [Cool]  
avatar黑豹钻石拳
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.
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
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

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