September 28, 2016 by Dan • FREE ACCESS

Yesterday, CEO of SpaceX, Tesla (TSLA) and Chairman of SolarCity (SCTY) Elon Musk laid out his plans to bring humans to Mars in the next decade and to eventually colonize the red planet. Here is …

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September 22, 2016 by Dan • Trade Ideas

We seem to be in the midst of a bubble in financial and tech media coverage of autonomous and electric cars. It makes sense when you consider the last great personal technology innovation, mobile devices, …

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August 3, 2016 by Dan • Trade Ideas

Event: Tesla (TSLA) reports Q2 results tonight after the close. The options market is implying about a 7% one day post earnings move, which is just shy of its 4 qtr average one day post …

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June 29, 2016 by Dan • Trade Ideas

Shares of Tesla (TSLA) have had a fairly volatile year, at its lows in February down 40%, at its highs in April up 90% from those prior lows. So far this year, investors concerns have …

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May 10, 2016 by Dan • Commentary

Sometimes the shorts get it right. Take SolarCity (SCTY). With 38% short interest, a relatively small float, 64 million shares of the 98 million outstanding (where their Chairman Elon Musk owns 21 million of those …

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May 4, 2016 by CC • Commentary

Earlier, Dan previewed Tesla’s Q1 earnings due after the bell. Now we want to look at a couple of strategies in the options that may make sense for those long the stock or thinking about …

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November 20, 2015 by Dan • Commentary

Let me start by saying in the long run, I suspect it will be a costly strategy trying to make money betting against Elon Musk.  But, Musk had a fairly noisy year in the three companies he is a large …

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March 2, 2015 by Dan • Commentary

Not all Solar companies are created equal, those like SunEdison (SUNE) who have, and FirstSolar (FSLR) and Sunpower (SPWR) who have recently announced plans for a  Yieldcos* (read our discussion here and below)  have dramatically outperformed  those …

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