Ben Bain

1.1K posts

Ben Bain

Ben Bain

@Ben_Bain_R

Software Engineer, NVDA/TSLA/META/AMD Traders

Katılım Haziran 2015
925 Takip Edilen81 Takipçiler
Ben Bain
Ben Bain@Ben_Bain_R·
@DillonLoomis It is 21 century, there are so many who thinks God really exists, another level of stupidity
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Dillon Loomis
Dillon Loomis@DillonLoomis·
If you guys only knew what God has done in my life... I implore you all to give Jesus a real chance before your time is up He is the Way. The Bible has the answers. Life is so much richer and deeper and more enjoyable with Him and an accurate understanding of life and eternity
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NicholasGibbs
NicholasGibbs@NickGibbsIAG·
If you never offer any constructive criticism of @Tesla or @elonmusk, and treat everything they do as perfect, you’re not adding signal, you’re adding noise. Tesla improves through relentless iteration, not uncritical praise. Perpetual optimism from some of its loudest voices has repeatedly led to overpromises, missed expectations, and eroded trust. True fans of the company should prioritize honesty over hype, because blind defense prevents progress. I love what @Tesla is building. That’s exactly why I’m direct about its biggest weakness: Communication. This isn’t limited to earnings calls. It extends to how the company presents its products. Especially Full Self Driving Poor, inconsistent, or overly vague communication is Tesla’s Achilles’ heel. Defending or excusing repeated communication shortfalls doesn’t help. It’s a fixable problem. Clear, accurate, timely information would: • Better inform shareholders about timelines and risks. • Protect employees whose compensation is tied to RSUs and ESPPs by maintaining credibility and stock performance. • Accelerate adoption of FSD, which demonstrably improves safety in many scenarios saving lives as more drivers understand its current capabilities and limitations. Tesla has world class engineering and data advantages. Strengthening communication is one of the easiest high impact upgrades available. Do it for the mission, the shareholders, the team, and the broader impact on road safety. Constructive feedback from those who want @Tesla to win isn’t disloyalty it’s how the best companies get even better.
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Ben Bain
Ben Bain@Ben_Bain_R·
@DoctorJack16 @TeslaBoomerMama @herbertong I have watched Herbert’s videos for a long time and he has maintained being a bear and bull when it comes to Tesla to play the contrarian viewpoint many, many times. This is absurd statement, you are either blind or lied on this on purpose. Herbert has never been bear
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Ben Bain
Ben Bain@Ben_Bain_R·
@Nick94w @JOBhakdi btw, I don't even trade or use his prediction as signals, I just like to check on these delusional TSLA bulls
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Nick Whitehead
Nick Whitehead@Nick94w·
@Ben_Bain_R @JOBhakdi No he hasn’t. These are guesses and predictions using information available to place bets - if you think 💭 that it is easy or should be guaranteed then go for it ……. Let’s here it and rationalised
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
375 is my break even for $TSLA earnings play by tmw. I am holding through this - if it really wants to fall more, it could be LEAP time
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Ben Bain
Ben Bain@Ben_Bain_R·
@Nick94w @JOBhakdi I am not saying TSLA price prediction is easy or guaranteed, but has some credibility, since you run a stock business and publicly saying this, when you are wrong, admit it.
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Ben Bain
Ben Bain@Ben_Bain_R·
@Nick94w @JOBhakdi he has been saying for a long time unsupervised robotax reaches 1000 in April 2026, and last week before this earning he said the probability of TSLA below 385 after earning is very low, that is why he sold put as earning play, these are all wrong.
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Ben Bain
Ben Bain@Ben_Bain_R·
@JOBhakdi @JOBhakdi how hard for you to admit you are wrong on robotaxi timing and the price action after this earning? You lost all credibility
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
Last time we hit a local sentiment low on $TSLA like right now, it was 3 weeks ago at $350 and next thing you know we were back at $400. I expect the same now, only faster. This earnings call was a baller with the only exception of Elon messing the vibes up. I never understood why people sell on low energy vibes. It's a gift - strong numbers, low vibes is goldilocks.
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猫神
猫神@maoshen·
张雪峰人设崩塌,前女友原来是三姐! 随着张雪峰的突然离世,网友担心起巨额遗产分配不明,以往感情生活也被扒出。原来张雪峰早在2020年就承认离婚之后与张梦婷交往,两人谈了三年,直到2024年才分手。 后来曝光的演唱会事件疑似张雪峰的第三任,但张雪峰减少谈起感情生活,并未公开承认。 不过张梦婷因被网友造谣是小三上位,曾多次回应称自己并非被包养,也不是小3,而是携手走过三年的家人。 当时张雪峰拿着离婚证向她请求正式交往,在一起一个月后就求婚,但最终因女方恐婚没有结成。 张梦婷表示,他们的感情从不是见不得光的地下恋,而是堂堂正正的爱。 张梦婷还强调,他俩是在张雪峰离婚半年后才相识的,不存在出轨。 张梦婷曾自曝张雪峰养了他三年,这三年她在家里做全职主妇,帮忙照顾张雪峰患癌症的爸爸。 张雪峰离世后,张梦婷也现身喊话,希望大家不要再给张雪峰泼脏水了。 从张梦婷的言辞中可以看出,她和张雪峰曾经是真心相爱的,只是缘分不够,好聚好散。 希望大家不要再造谣张雪峰的感情生活,但无论是在事业还是家庭都尽职尽责,付出所有。 这是真的吗?总感觉哪里有点奇怪呢? 😂
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Ben Bain
Ben Bain@Ben_Bain_R·
@maoshen 承认不懂闭嘴吧 难道那些现场缅怀他的人都是傻逼 如果你这么认为你就是傻逼
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猫神
猫神@maoshen·
也是有感而发 猫神想起“十里长街送总理” 一群60年代大吃饱,死里逃生的人 艰难熬过十来年,还是没吃饱 却深情缅怀那个年代最大的罪魁祸首 感觉像要天塌了 现在也有这种感觉~~ 也许,是猫神的错,我真的看不懂~~😢
猫神@maoshen

说实话,猫神对张雪峰无感,也理解他的商业逻辑 但对于他取得的那些巨额财富来说,他就是镰刀 为平民百姓提供一个高考咨询 就收费几万元 就算是真的提供了有价值的信息,也是很贵的 猫神第一次看见韭菜如此狂热地爱戴镰刀 还是让我始料未及的👍👍 不知道是谁的错,猫神已经看不懂这个社会了 估计,很多人也看不懂猫神~~😢

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Ben Bain
Ben Bain@Ben_Bain_R·
@caiziboshi 操你妈的 傻逼川粉 这也能洗地带节奏
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蔡子博士Chris
蔡子博士Chris@caiziboshi·
Alex Pretti 这个事,有几个维度可以去观察和反思: 1,法律纬度:Graham v. Connor司法案例,警察使用武力(包括致命武力)是否违法,必须依据“客观合理性”标准来判断,而不是事后道德评判。 2,教育纬度:教育孩子要铭记不要酒后驾车,不要沾染毒品,不要带枪冲撞(不配合)执法人员 3,政治纬度:当联邦特工在地方社区执法且不受地方司法管辖约束时,地方主权与联邦权威的边界在哪里?
蔡子博士Chris tweet media
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蔡子博士Chris
蔡子博士Chris@caiziboshi·
今天我换一个角度来谈论明尼苏达ICE和民众冲突致死的这个案例,希望给大家提供一个不一样的角度,可能颠覆你的原有认知。 如果这个事件不是ICE和普通民众之间的冲突,而是两个普通民众之间的冲突,大家会做出怎么样的判断? 我相信很多人就会更加理性地判断,甚至得出结论,这就是美国社会下的一个非常典型的合法自卫的场景。 而如果换成了ICE,那么你认为根据美国法律,ICE使用武力的执法权和普通民众使用武力自卫权,哪个更容易被触发? 先说结论,从法律辩护的角度来看,执法者的武力使用权通常更容易被“成功触发”并获得免责。 普通人在主张自卫时,通常必须证明自己确实感到了即时的死亡或重伤威胁,且这种恐惧是客观合理的。在很多司法管辖区,如果事后证明威胁是虚假的,普通人面临的刑事指控压力远大于警察。 而法庭对警察的审查基于“客观合理性”。这意味着只要警察能够证明,在案发当时那种高压、多变的瞬间,一个“理性的警员”也会认为存在威胁,那么即使事后证明这个威胁根本不存在(例如对方只是在掏手机而非掏枪),警察的行为依然合法。 自卫对普通人来说是一种积极辩护 (Affirmative Defense)。这意味着你承认了杀人或伤人的事实,但请求法律原谅。你往往需要经历完整的逮捕、起诉甚至庭审过程,直到你能证明自己是合法的。 而执法人员享有“合格豁免权”。这意味着除非原告能证明警察的行为违反了“清晰明确的既定法律”,否则警察在民事诉讼中是免责的。法律允许警员在“威胁尚未完全发生”但“看起来迫在眉睫”时开枪,因为社会默许警员为了维护公共安全可以主动介入风险。 在法律定性上,ICE 探员虽然隶属于联邦国土安全部,但在执行抓捕、搜查或应对车辆冲撞等动态现场时,他们的法律地位与普通警察一致。
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Ben Bain
Ben Bain@Ben_Bain_R·
@Adaamset Great, thanks for confirming! The 2000 ES 6960 buy at the low today snapped back fast.
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Adam Set
Adam Set@Adaamset·
From 6805 ? Why Would I ? 60/120D Calls Bot a month ago? Why Would I ? These minor auctions have zero influence on my deeper entry. Which is why it's an important auction... I //may// get to sail for 3mo's and print.
Ben Bain@Ben_Bain_R

@Adaamset @Adaamset did you close your swing longs this morning?

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蔡子博士Chris
蔡子博士Chris@caiziboshi·
明尼苏达ICE跟民众的冲突导致死亡事件的定位,并给出你的理由
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蔡子博士Chris
蔡子博士Chris@caiziboshi·
现场动态与接触分析 • 初始接触(0:00 - 0:08): • 两名执法人员位于深色 SUV 的驾驶侧。其中一名警员站在驾驶座门外,另一名警员站在其身后。 • 此时,警员与车辆保持接触,试图打开车门或与驾驶员沟通,车辆处于静止状态。 • 车辆起步与碰撞风险(0:09 - 0:11): • 车辆开始向前加速。 • 由于车辆向前移动,原本站在驾驶门位置的警员被车身带向前方。 • 在视频约 0:10 处,可以看到该警员的身体与移动的车门/车窗框有明显的物理推挤,警员被迫小跑以跟上车辆的速度,防止被卷入车轮或摔倒。 • 开枪瞬间(0:11 - 0:13): • 当车辆继续加速离去时,站在后方的警员掏出武器并向驾驶员方向开火。 • 此时,第一名警员仍紧贴车身侧面。 结论:是否存在“撞击”操作 从视频来看,车辆并非以正面或侧面直接“撞向”执法人员,而是在警员紧贴车身进行执法时突然加速启动。 1. 物理接触:车辆在启动过程中,确实由于移动而对前方的警员产生了推挤和拖拽的动作。 2. 潜在威胁:虽然没有看到车辆转向警员进行蓄意撞击,但这种在极近距离下的突然加速,使得紧靠车辆的警员面临被撞倒或卷入车底的危险。 总结来说,车辆并没有直接的“冲撞”轨迹,但其逃逸动作直接导致了与执法人员的危险身体接触。
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Dan ⚡️
Dan ⚡️@DanBTC916·
That’s a wrap! We finished closing out our remaining $TSLA JUL2026 Calls today after trimming into strength over the last few weeks. Managed to trim a good amount in the upper $400s. We have also been trimming other long term winners in the portfolio, building up cash to get ready to hedge, add more TSLA shares, calls, and LEAPs in 2026 when conditions are optimal (sharing details and real time thoughts with Subs). There’s a few macro and TSLA related headwinds in early 2026, so having cash is helpful while still holding 100% of our shares. We aren’t selling TSLA, so we’ll partially hedge shares to have some downside protection. 2025 was great as we successfully increased our total TSLA shares by 10% by trading options and trimming long term winners to buy more TSLA on pullbacks. Aiming to do the same in 2026, ideally before the Tesla AI rerating occurs. Happy New Year everyone!
Dan ⚡️ tweet mediaDan ⚡️ tweet media
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