$TSLA 2021Q2 results deck

Free cash flow $619M

$1.6B non-gaap (excluding ev credits!)

28% automotive gross margin

LEAPing into $HIMS AND $SOFI building synthetic longs in both of these new listings as I expect as the market is introduced to these earnings calls a large wave of new investors will pile in over the next years.

RIVIAN rumored to go public ahead of their official start of production this summer. $AMZN is their large backer and IMO these guys are the strongest EV player after $TSLA

How many others like me are wishing they had more dry powder to plow into the recent pull backs in 2020s high fliers?

Today I made some modest buys of some stocks that should outperform over the next decade and will continue building my position dollar cost averaging from here.

$HOL (Astra) is a new #space play for getting satellites into lower earth orbit. Today the price plunged closer to its starting reverse merger spac $10 origin. I’m inspired by the work SpaceX is doing with Starlink low earth orbit arrays and excited to invest in this “space” #longterm #hodl

$NVTA (invitae) is like 23andMe if the #DNA results were applied to personalized healthcare and medication. Instead of a one size fits all approach to healthcare this strategy seeks to match you based on your genes to the right form of treatment. A silver lining to covid and the MRNA vaccines has accelerated the pace and acceptance of this form of medicine. #longterm #hodl

$ABNB (Airbnb) is a sleeping giant if you ask me. It’s IPO happened during the darkest time in the companies history, think of that. This is a special company with the right mix of leadership, brand awareness, technology and TAM. I can’t wait to take several trips once most are vaccinated and I know many others who feel the same way. The recent pullback from Airbnb highs make this a no brained heading into the #Roaring2020s .

Where’s your dry powder heading this week?

Stealing this quote from Elon Musk who at the time was commenting on the rise of $BTC.X .

I’m talking about the rise and fall of $GME and it’s WSB champions. The entire move in the stock reminded me of my first time trading forex at age 18. At first delighted by the potential of leverage at my fingertips the only thing I didn’t imagine were stop losses or profit targets. All it took was an unwarranted missile test from North Korea off the coast of Japan to liquidate my account back to $0... Investing lessons are rarely cheap and with the rise of options and high margin accounts these lessons can really punish you. More than ever it’s important to understand how to manage ones position. I plan to spend much of 2021 less focused on finding asymmetric market opportunities and instead improve my technique as a trader.

If anyone has any recommendations for learning the most efficient and effective ways to enter and exit trades manage margin and risk- I’d love the recommendation. We can use this thread for other recourses of this kind if people find it useful.



Unit 8200 is the elite cybersecurity and hacking division of the IDF, Israeli Defense Force.



Israel continues to astonish the world with its ability to hack other nation states much due to the credit and skills of the select members of unit 8200. Many of these soldiers graduate and immediately start lucrative careers as consultants and entrepreneurs.

Viber, and Wix are a couple of the most well knows companies started by former 8200 members. You’ll also find many 8200s in leadership roles at Apple, Amazon, Google Tesla and so on.

My these is we can uncover great investing opportunities by identifying the leaders of these companies run by former 8200 members.

Innoviz is one of these companies and is slated to complete a reverse merger SPAC through $CGRO

“Innoviz is among the largest of the 600 or so Israeli startups focused on developing autonomous driving technologies. Founded in 2016 by a group of former IDF staff, the startup is working to develop perception technology and lidar sensors at affordable prices.”

Im excited about this one because Innoviz is in the autonomous vehicle space developing Lidar systems. We’ve already seen the market reward $LAZR for the huge market opportunity this technology represents. Innoviz already has products in the pipeline and partnered with Magna, a giant supplier to auto OEMs.

Im long $CGRO and 8200. Let me know if you find other companies run by former IDF.



$TSLA what a ride this one has been for me personally. I was the 200th employee back in 2008. It was my first job out of college here’s how it went down!

$LAZR recently hit public markets and had been off to a solid start up over 200% since their debut.

Led by a 25 year old inventor who is now a paper billionaire, wow.

Thanks to self driving initiatives from $GM $GOOG $TSLA the public knows what’s coming for autonomous vehicles.

When level 5 autonomy is realized, basically cars that won’t require steering wheels, we’ll see some incredibly exciting changes to the transportation landscape.

Elon Musk famously predicted Tesla would have 1 million self-driving robo taxis on the road already... so like many of his bold predictions he’s a little bit late. However time usually proves Elon correct so let’s give him another year on this one.

I’m currently a Tesla Model 3 owner who paid the $8,000 (now $10k) premium for the Full Self Driving package. The current level 3 capabilities of this car are truly exceptional. It’s like the first time you held a iPod or iPhone. I’ve logged thousands of miles with the car in control and am convinced that Tesla is headed to a successful outcome with full self driving.

Here’s the rub... $TSLA does not use #Lidar is their vehicles. Elon famously describes lidar as a crutch and Tesla vehicles simply use an array of camera and radar sensors combined w a powerful neural network running on their custom built chips.

I believe this is the harder way to achieve level 5 autonomy but ultimately the correct approach. Eventually when lidar costs come down you’ll see Tesla add this tech but their investment in the neural network and hardware chip is where their time is best spent right now.

If Tesla rolls out more full self driving progress in 2021 we’ll likely see a big reaction in the market sending these Lidar stocks lower as people will deem Tesla’s approach as superior.

Lidar is awesome, $AAPL is already using it in the new products like iPad. Just be aware of the risk to these lidar stocks if/when Tesla reveals level 4 or 5 autonomy in 2021.

Lidar a “crutch”

Liminar

Autonomous driving levels defined

As a $TSLA super bull Im pretty pleased by this Apple News.

There’s almost no substantial plans or existing investment for Apple to deliver an EV by 2024 let alone a self driving one! It cannot happen...

When a company of Apples status tries to dethrone Tesla and fails it will solidify in the minds of analysts, banks and investors just how firmly ahead Tesla is across auto manufacturing and self driving / ev tech.

In the short term this creates an amazing buying opportunity in TSLA near low $600s.

Tesla should be back to 695 by March at the latest. I believe there are enough 2021 catalysts ahead for $TSLA that it finishes 2021 above $1,000/shr

Since 2014 we’ve heard rumors of fits and starts on project Titan at Apple, their self driving EV.

Here’s my hot take after today’s rumors. 🔥

For background I was employee 200 at Tesla 2008-2013

Sounds like “game on” again for the “iCar” from Apple. Is this just a play to improve their multiple or do they really intend to compete with Tesla?

Looking through the speculation in this article it seems like Apple will outsource hardware like lidar and other auto manufacturing. That’s a very un-apple like move not to vertically integrate a complicated hardware product like a car. I feel like they underestimate the challenge of bringing a new car to market. If $AAPL suddenly😉 owned the polestar ev they might have a chance to deliver on this 2024 timeline otherwise I say they have very little chance.

📈

Still analysts will love what this means to their spreadsheets for the next couple yrs allowing the multiple to expand -providing more room for growth.

If anything this news just makes $TSLA look 😎