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Tesla fan

[Z. @applelinux]

Super excited to be able to attend the Tesla Investor day. So impressed by the great work of the @Tesla team and really appreciate the opportunity as one of the 50 retail investors to attend the event! @MartinViecha

[Z. @applelinux]

@teslascope Got it on my MY 2021. Looks like security update. Wen FSD 14 lite?

[Z. @applelinux]

@lovemesexy8 @DataCenterTOG @DaveHcontrarian @Gustav_Prevail He has been consistently moving his goalposts and people following him back in 2022 knew his targets were all missed.

[Z. @applelinux]

@investinguab Exactly. The tricky part is mapping $150 oil into actual upside for BNO/USO vs XLE/XOP/OIH/PBR. Crude ETPs are mostly beta + roll, but equities depend on margins, capex response, dividends, politics, and how long $150 lasts.

[Z. @applelinux]

@ActuallyClimber @Teslaconomics Yeah, they need higher price to unlock more float and ensure the index inclusions.

[Z. @applelinux]

@ActuallyClimber It has been becoming a clown show tbh.

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@ActuallyClimber @bitcoin77780 How did you get them filled? FANG liquidity for the Jan 2027 is so small.

[Z. @applelinux]

@ActuallyClimber @bitcoin77780 My napkin math shows FANG may hit 288 using historical beta 0.75 to WTI if it hits around 150. If supply under stress, it could overshoot to 300.

[Z. @applelinux]

@ActuallyClimber @bitcoin77780 Oil equities reprice to tight physical-market stress. Are you looking at FANG only or USO as well?

[Z. @applelinux]

@ActuallyClimber I think the question is the timing of this 2nd wave. It might take a couple of more weeks or months. What do you think the trigger would be? What I find quite interesting is the MSM appears to be muted on the possibility of huge shortage on the way, feeling like COVID in 2020.

[Z. @applelinux]

@clanofthehawk @KobeissiLetter Interesting that I also see they may want to pump it to form a double top and may roll over in the summer. Probably another ATH by end of year.

[Z. @applelinux]

@clanofthehawk @KobeissiLetter XLE leaps?

[Z. @applelinux]

@clanofthehawk @Saint_pablo123 Picking up some cheap IBIT leap calls would be nice in October

[Z. @applelinux]

@DelB0yTr0tter XLE is holding strong among all reds. long
$XLE now feels like long SILJ or SLV last October.

[Z. @applelinux]

@ActuallyClimber You put 5% in these options?

[Z. @applelinux]

@steipete Every time I update Openclaw, it crashes itself, I had to post the errors in ChatGPT to find a way to rescue it back, lol

[Z. @applelinux]

@ActuallyClimber @_JackWilliams Interesting position, Climb, curious why you pick FANG ITM call, I have been in XLE before the war broke out. Better torque on FANG?

[Z. @applelinux]

@clanofthehawk I also exited before earning, but not sure if I will size it up right now. The trade becomes a bit crowded. Where do you see it is going this year?

[Z. @applelinux]

@clanofthehawk @aleabitoreddit That is quite high conviction on a company like this. Curious about the thesis besides high transformer demand.