Elon Unlimited Batteries and Options Preview 2021 (a503)

Elon Unlimited Batteries and Options Preview 2021 (a503)

Elon Musk pointed out that suppliers CATL, LG and Panasonic are worried about no longer being needed after Tesla built their own batteries for the 4680 and Germany and Austin. He shared that there was no worries given that there is an unlimited amount of demand for energy products that is now backlogged and needs those batteries. We also do our options review for the week. In particular we focus on the 680 puts for this week.

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Books
Taleb "The Black Swan"
Peter Lynch "One Up on Wall street"

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