Zhang Qingxue turned down the TV sound and turned to look at Zhao Chen.
Zhao Chen stood in front of the window, with his hands in his pockets and his back to the screen.
"Cramer guessed it." Zhang Qingxue said.
Zhao Chen didn't look back." He didn't guess it. He reasoned it out.
There are only a few institutions in the market that have been buying continuously. Excluding Major Shareholder and index funds, there are not many options left."
Su Wantang is sitting on the sofa, holding a teacup in his hand.
"What should I do? Do you want to continue buying?"
Zhao Chen turned around and walked back to the screen.
"Buy. Why not buy? Cramer guessed it, but just because he guessed it doesn't mean he can prove it.
We didn't disclose it, we didn't violate the rules, and we didn't exceed 10%. It's up to him to guess how he likes."
He glanced at Zhang Qingxue: "Continue to buy in the afternoon. The quantity remains unchanged."
After the market opened in the afternoon, the account of Era Vanguard continued to execute the buying plan.
300,000 shares, the transaction price was 2,752,250 shares, the transaction price was 2,755.
The stock price fluctuated around 275 for half an hour, and then was pushed to 276.
The changes in the handicap are becoming more and more obvious.
Era Vanguard is no longer the only one paying the bill.
There are at least two or three different accounts buying simultaneously, the volume is not large, but the rhythm is very steady.
Someone is following suit.
Before the market closed, Zhang Qingxue placed the last buy order of the day - 150,000 shares, with a price limit of 276.5.
Transactions. A total of 700,000 shares were purchased throughout the day, with an average price of 274.8 US Dollar.
The total shareholding reached 12.6 million shares, accounting for 7.5%.
The moment the closing bell rang, Tesla closed at 276.8 US Dollar, an increase of 4.3 US Dollar from the previous day.
This is the largest one-day gain for Tesla in two weeks.
Zhao Chen looked at the number on the screen and said nothing.
He was calculating another account in his mind - 700,000 shares today, with an average price of 274.8.
A total of 3.4 million shares were sold in the five days, with an average price of 273.2.
The total holdings are 12.4 million shares and the total cost is 3.3 billion US Dollar.
The shareholding ratio is 7.38%, which is 4.23 million shares short of the target of 9.9%.
Getting closer and closer to the final goal.
At the current pace, buying for another five or six trading days will be enough.
But the rhythm of the market has changed.
There are already people following orders today, and there will be even more people following orders tomorrow.
The stock price will be pushed up and his buying cost will increase.
This isn't a bad thing - the more people follow the trade, the faster market sentiment can reverse.
He does not need to wait until the end of the year, maybe in a few months, the stock price of Tesla will return to above 300.
"Xiao Chen," Zhang Qingxue close the computer,
"After the CNBC program airs today, more people will pay attention tomorrow. Do we still want to buy it as planned?"
Zhao Chen thought for a while. "Buy. But adjust the rhythm. There will be no fixed orders tomorrow, but limit orders."
Only buy when it is below 280, stop when it exceeds 280. Wait for a correction before entering."
He paused and glanced at the clock on the wall.
"However, we will operate at Toronto tomorrow. We will fly there tonight."
Zhang Qingxue nodded:
"Understood. I have already confirmed that Toronto's hotel has high-speed internet and the transaction will not be affected in any way."
Su Wantang asked from the side:
"Our visa period of stay is until March 9th. How long can we re-enter from Toronto?"
Zhang Qingxue said, "Lawyer Lin said it is usually two weeks. But customs officials have discretion and may only give one week at the minimum.
But one week is enough - we only need to buy another 4.23 million shares, and at a daily pace of 700,000 shares, it can be completed in six trading days.
In one Friday trading day, you can buy it all with a little heavy volume."
Zhao Chen nodded. "Then don't worry. Pack your things and get ready to go to the airport."
At seven o'clock in the evening, the three people packed their luggage and left the hotel.
Zhang Qingxue called an SUV and the car drove to Kennedy Airport.
Zhao Chen sat in the back seat, took out his mobile phone, and looked through the comments on social media.
On Twitter, the financial blogger who focuses on Tesla posted a long post that has been forwarded more than 3,000 times.
The post analyzed in detail the time, price and quantity of each transaction in the past five trading days, and concluded:
"This operating mode is highly consistent with the mode when the 'Era Vanguard' position was opened in January.
The giant who made 8 billion US Dollar on Bitcoin is now Add Position Tesla."
There was a quarrel in the comment area.
Some people believe it, some people don't believe it.
The person who wrote the letter said, "'Era Vanguard' was not sold at 360 US Dollar in January, but now it continues to be bought at more than 270 US Dollar, which shows that they are really optimistic about Tesla."
The unbelievers say:
"In January they were buying above 315, now they are buying at 275, and the average cost is around 300.
This is called diluting costs, not optimistic. They are saving themselves."
But there is one thing that everyone is paying attention to - how much "Era Vanguard" should I buy?
Bloomberg columnist Matt Levine wrote in an analysis article that evening:
"'Era Vanguard' previously held about 5% of the shares of Tesla.
If they continue to increase their holdings to 10%, they need to submit a 13D form to disclose the investment purpose, source of funds, and whether they have the intention to control the company.
If they do, that will be the biggest news Tesla."
The last paragraph of the article is very interesting:
"'Era Vanguard''s operation on Bitcoin has proven their judgment.
They cleared their positions at 17000 US Dollar, accurately escaping from the top.
Now they are buying Tesla at more than 270 US Dollar. Is it a precise bargain hunting or a flying knife? No one knows.
But one thing is certain - they are betting on something that everyone thinks is impossible: Tesla will not go bankrupt."
Zhao Chen After reading this article, he put his phone away and leaned on his seat.
He did not expect that Era Vanguard would not escape attention even though it had not been disclosed.
He thought he could quietly complete the increase in holdings and wait until the end of the quarter to make a unified disclosure.
But Wall Street's sense of smell is much more sensitive than he imagined. Those traders stare at the market every day, and no abnormality can escape their eyes.
Five consecutive days of net buying was like a match being lit in the dark, and everyone saw the light.
However, there are all kinds of speculations in the media, and there are very few people in the market who are firmly bullish.
Among the bullish people, Era Vanguard is the only one who dares to bet Silver with real money.
Others just talk about it, or buy some to test the water.
He is the only one who really has a big position.
The flight to Toronto would take off in two hours. The three of them passed the security check and found a quiet corner in the terminal to sit down.
Su Wantang handed him a cup of hot coffee. "Drink some to warm yourself up."
Zhao Chen took it and took a sip. The coffee was bitter, but very refreshing.
He leaned back in his chair and looked at the planes on the tarmac outside the terminal Floor-to-Ceiling Window.
One by one, they lined up, waiting to take off.
"Xiao Chen," Su Wantang said suddenly,
"You said that if Tesla rises to more than 300, will those who are scolding you for picking up flying knives now praise you for your ability to buy at the bottom?"
Zhao Chen thought for a while and smiled. "Some people will praise me, and more people will say 'good luck'."
Su Wantang also laughed. "Are you afraid of being said to be lucky?"
Zhao Chen shook his head. "Don't be afraid. Just make money."
Zhang Qingxue raised his head from the side, revealing half of his face from behind the laptop.
"Xiao Chen, Lawyer Lin just sent a message saying that the hotel network at Toronto has been tested and the delay is within the acceptable range.
He will confirm it again before the market opens tomorrow."
Zhao Chen nodded. "Thank you for your hard work Lawyer Lin. When Toronto arrives, treat him to a meal."
Zhang Qingxue smiled. "He is already waiting for us at Toronto."
The boarding announcement rang.
The three people stood up, carried their luggage, and walked into the covered bridge.
New York, farewell for now.
Toronto, there are still 4.23 million shares waiting for him.