@garyblack00 Gary Black

Gary Black posts on X about $tsla, $goog, tesla, investment the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 76.34% automotive brands 49.62% finance 39.69% technology brands 37.4% celebrities 11.45% cryptocurrencies 4.58% countries 1.53% social networks 1.53% musicians 0.76% events 0.76%

Social topic influence $tsla #463, $goog #178, tesla #2385, investment 8.4%, math 8.4%, in the 7.63%, strong 7.63%, spacex 7.63%, $uber 7.63%, stocks #3984

Top accounts mentioned or mentioned by @thejefflutz @bizoptimizer @randywkirk1 @teslarati @ak6146x @elonmusk @ghostman709 @theteslabull @android_actions @itsapotsickedu1 @diunn28 @lucianonocente @drdahl @assetinvestorr @divestech @topgunfp @dkhos @justloo29511234 @futureaza @joeyscleaning

Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Pony AI Inc. (PONY) WeRide Inc. (WRD) Bitcoin (BTC) Novo-Nordisk (NVO) Metadium (META) Hims & Hers Health, Inc. (HIMS) Spotify Technology (SPOT) Strategy (MSTR) GM (GM) PayPal Holdings Inc (PYPL) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Unlike $TSLA bears weve always believed TSLA would solve for unsupervised autonomy and at some point remove safety monitors from its robotaxis (see my 12/24 post below). That day is here with todays announcement that TSLA has started to remove safety monitors in its robotaxis in Austin. Our issue has long been TSLAs valuation - and specifically how does TSLA trade at a [----] P/E of 200x+ when five other EV manufacturers ( $GOOG $BIDU $PONY $WRD $AMZN) are already completing 750K paid robotaxi rides per week without safety monitors and $NVDA - no slouch - is launching its own unsupervised"
X Link 2026-01-22T18:49Z 558.4K followers, 12.1K engagements

"@MatthewDR $TSLA currently has [---] robotaxis in operation. Waymo has [----]. has [----]. $BIDU has [----]. WeRide has [----]. All are operating L4 unsupervised autonomous ride hailing platforms. http://Pony.ai http://Pony.ai"
X Link 2026-01-23T20:48Z 558.4K followers, [----] engagements

"@DrDahl Lol have you been asleep under a giant rock for the past [--] months $GOOG $BIDU $PONY $WRD $AMZN already completing 750K paid unsupervised autonomous rides per week and $NVDA about to democratize unsupervised autonomy with a handful of OEMs in 2Q"
X Link 2026-02-01T19:19Z 558.4K followers, [----] engagements

"@AssetInvestorr @thejefflutz How is it that $GOOG $BIDU $PONY $WRD and $AMZN are completing 750K paid robotaxi rides per week $NVDA is telling its customers their tech package will be available in 2Q - not [--] years from now. No one ever said the tech had to be vision only"
X Link 2026-02-01T19:43Z 558.4K followers, [---] engagements

"Bloomberg: $TSLA Stock Down Over 11% So Far In [----]. Investor Gary Black Suggests Elon Musk Should Take These Actions To Reverse The Slide"
X Link 2026-02-06T09:48Z 558.4K followers, 24.4K engagements

"I see a buying opportunity in big tech names that have been hammered because of outsized [----] capex forecasts. Here are some charts from todays FT showing whats happened. I see a buying opportunity because: 1/ Now is the beginning of the year and capex budgets always start high and then shrink as the year progresses as companies decide they dont need all that investment; 2/ Unlike normal operating costs Capex gets amortized normally over [--] years and so the expenditure doesnt hit the P&L all at once. Most of the companies shown packaged their FY26 capex forecasts with FY26 profit forecasts so"
X Link 2026-02-06T16:31Z 558.4K followers, 40.9K engagements

"$F +1% AH after reporting stronger than exp 4Q revs and better than expected 1Q EBIT and margin. 4Q adj eps fell short of expectations due to a higher than expected Trump [----] tarriff impact ($900M hit worth -$.17/share). 4Q results: - Revs $45.9B vs $42.4B exp - Adj OI $1.04B vs $1.16B est - Adj EPS $.13 vs $.18 exp (EPS would have been $.30/share ex-additional tariff hit). FY26 - EBIT $8-$10B vs $8.86B est - Adj FCF $5-$6B vs $3.9B exp - Capex $9.5-$10.5B vs $8.9B est Fords EV business is expected to lose -$4.0B to -$4.5B in [----] after losing -$4.8B in [----]. Ford expects its EV business to"
X Link 2026-02-10T22:03Z 558.5K followers, 12.3K engagements

"RT @garyblack00: In this video I recap the markets as we entered [----] - slowing job growth cooling inflation a new Fed chair further in"
X Link 2026-02-11T17:38Z 558.4K followers, [--] engagements

"Some basic lessons for new investors to live by: 1/ Ignore the crowd. You make money by going against the consensus. 2/ Always pick stocks where you feel you have a research edge. 3/ You rarely go wrong investing in the company with the best product. 4/ Dont listen to management. They are paid to be bullish. 5/ Study competitors suppliers and customer behavior. Be a product junkie. 6/ Have in your mind what you think a stock is worth which is different from price. 7/ Be able to articulate in one sentence why you own a stock. 8/ Develop specific downside scenarios that would cause you to sell"
X Link 2026-01-27T15:33Z 558.5K followers, 55.1K engagements

"$AMZN -9% after hours after offering 1Q guidance below consensus and forecasting FY2026 capex well above expectations (same as other hyper scalers). 4Q actuals - Sales $213.4B vs $211.4B est - AWS Sales $35.6B vs $34.8B est - Operating income $25.0B vs $24.8 est - Adj EPS $1.95 vs $1.97 est 1Q outlook: - Sales $173.5-$178.5B vs $175.6B - Operating income $16.5-$21.5B vs $22.2B est FY26 outlook - Capex $200B vs $146B est and +50% vs $130B in [----]. https://twitter.com/i/web/status/2019526973173710940 https://twitter.com/i/web/status/2019526973173710940"
X Link 2026-02-05T21:42Z 558.5K followers, 32.7K engagements

"$HIMS -13% and $NVO (the maker of the Wegovy oral GLP-1 pill) +5% post-market after the U.S. FDA announced its intent to take action to restrict GLP-1 active ingredients in non-FDA-approved compounded drugs that are being mass-marketed by companies - including Hims & Hers (HIMS) and other compounding pharmacies - as alternatives to FDA-approved drugs. These actions are aimed to safeguard consumers from drugs for which the FDA cannot verify quality safety or efficacy the FDA said. The FDA is also taking steps to combat misleading direct-to-consumer advertising and marketing following warning"
X Link 2026-02-06T23:20Z 558.5K followers, 24.3K engagements

"In todays pre-mkt summary for Subscribers: U.S. stocks lower after reports that Chinese regulators urged financial institutions to reduce U.S. Treasury holdings due to concentration risks; Japan markets rallied after PM Takaichis strong election win supporting continued stimulus; We remain bullish near-term with two Fed rate cuts expected in [----] amid slowing job growth but no recession; S&P [---] likely to hit new highs as earnings season wraps with [----] EPS growth 12% to $310 implying 22.4x P/E (4.5% earnings yield = 30bp premium to treasuries vs historical premium 50bp). Rotation into small"
X Link 2026-02-09T11:13Z 558.5K followers, 17.7K engagements

"For those who believe great products just sell themselves through word-of-mouth here is the famous Google Parisian Love search ad that ran in the [----] Super Bowl. In January [----] Google's search market share in the U.S. was 65% according to comScore's monthly rankings. $GOOGL US search share in early [----] is 85%. $TSLA https://youtu.be/0j1uKsvlu24si=gjkxLlVxKETyg_1E https://youtu.be/0j1uKsvlu24si=gjkxLlVxKETyg_1E"
X Link 2026-02-10T09:31Z 558.5K followers, 39.5K engagements

"In todays pre-mkt summary for Subscribers: Stocks edged higher pre-market as investors awaited key economic data including January retail sales today and the delayed U.S. non-farm payrolls report tomorrow. Treasury yields dipped precious metals and Bitcoin declined while oil held steady. Taiwan Semiconductor moved higher on strong January sales growth signaling sustained AI chip demand. A sharp divide has emerged in tech with memory chip producers soaring amid surging prices while consumer electronics firms like HP Dell and Nintendo have slumped. We remain bullish on equities as cooling"
X Link 2026-02-10T10:35Z 558.5K followers, [----] engagements

"$SPOT (+11% pre-mkt long position) after reporting much higher than exp 4Q MAUs and strong 1Q gross margin guidance supported by price hikes. This could change the investment narrative on the stock with $SPOT -40% (vs SPX +9%) over the past [--] months as investors grew concerned about competitive positioning unit economics and user purchase habits given the potential disruption from AI. 1Q guidance: MAUs 759M vs 752.5M est Oper income 660M vs 645M est Revs 4.5B vs 4.58B est Premium subs 293M vs 293.2M est Gross margin 32.8% vs 32.3% est 4Q results: - MAUs 751M 11% y/y vs 745.2M est - Premium"
X Link 2026-02-10T13:29Z 558.5K followers, [----] engagements

"For those who dont see the value in $TSLA advertising its full-self driving technology how does TSLA increase the FSD take rate which is still in the low teens despite years of Elon promoting it There is a case to be made for waiting for FSD to be essentially perfect (99.999%+ efficacy) but that opens the door for competitors most likely $GOOG to own unsupervised autonomy in the minds of consumers similar to how $GOOG took ownership of search. https://twitter.com/i/web/status/2021310913031307654 https://twitter.com/i/web/status/2021310913031307654"
X Link 2026-02-10T19:50Z 558.5K followers, 11.9K engagements

"In this video I recap the markets as we entered [----] - slowing job growth cooling inflation a new Fed chair further interest rate cuts coming equity valuations that seem reasonably priced and how our long portfolios are positioned to outperform. https://t.co/2VruGIcgXT https://t.co/2VruGIcgXT"
X Link 2026-02-11T02:07Z 558.5K followers, 28.7K engagements

"In todays pre-mkt summary for Subscribers: Stocks slipped modestly ahead of todays delayed January non-farm payrolls report which Trump officials have talked down citing tougher immigration policies and AI-driven productivity gains as reasons for continued sub-100K job growth; 10yr Treasury yields eased and precious metals rose while Bitcoin continued to fall (-47% from Oct [----] peak). We remain bullish on equities making new highs as cooling job growth and inflation raise odds of quicker Fed rate cuts; money markets price in two Fed rate cuts by year-end while [----] S&P [---] EPS growth of +12%"
X Link 2026-02-11T10:49Z 558.5K followers, 11.8K engagements

"$SHOP the e-commerce platform for online and retail businesses +11% pre-mkt on stronger than expected holiday sales and 1Q rev guidance above expectations. 4Q EPS missed and 1Q FCF margin guidance was below consensus. 4Q actual: - Revs $3.67B +31% y/y vs $3.59B est - GMV $123.8B +31% y/y vs $120.8B est - Monthly recur rev $205M vs $201.2M est - Oper inc $631M +36% y/y vs $577M est - Adj EPS $.48 vs $.51 exp 1Q guidance: - Expects revs to grow at a low-thirties percentage rate vs +25% expected - Expects FCF margin in the low-to-mid teens below 16.6% est and 15.4% last year"
X Link 2026-02-11T13:12Z 558.5K followers, [----] engagements

"January non-farm payrolls grew by +130K (+65K exp) up from +48K in Dec. January new jobs were the highest in more than a year. The unemployment rate fell to 4.3% (4.4% exp) from 4.4% in Dec. The DOL revised [----] avg monthly job gains down to +15K from +49K. 10yrTY +3.8bp to 4.18% SPX +0.48% NDX +0.55% Money markets still discounting two Fed rate cuts in [----] starting in June. https://twitter.com/i/web/status/2021595821469261860 https://twitter.com/i/web/status/2021595821469261860"
X Link 2026-02-11T14:42Z 558.5K followers, [----] engagements

"I dont think a strategy that leads with a discounted price for a premium brand like $TSLA is very smart. The comms strategy should be to show how Tesla EVs offer the greatest benefits to consumers (charging ease range performance lowest operating costs self-driving) of any automotive brand. Both Model [--] & Y start at under $40k & can drive themselves under supervision https://t.co/dLHXiOfA79 Both Model [--] & Y start at under $40k & can drive themselves under supervision https://t.co/dLHXiOfA79"
X Link 2026-02-11T15:45Z 558.5K followers, 49.3K engagements

"$RIVN (not owned) +15% post-mkt after reporting lower than exp 4Q loss and guiding to higher than exp FY26 delivs. RIVNs lower-priced R2 midsized SUV will start shipping in 2Q as planned. 4Q results: - Revs $1.29B vs $1.26B est - Adj EBiTDA -$465M vs -$568M - Adj loss -$.54 vs -$.69 exp FY26 guidance: - Delivs 62K-67K vs 63.4K exp - Adj EBITDA -$1.8B to -$2.1B vs -$1.8B est R2 lower-priced midsize EV still set to go on sale in 2Q. https://twitter.com/i/web/status/2022062804375671198 https://twitter.com/i/web/status/2022062804375671198"
X Link 2026-02-12T21:38Z 558.5K followers, 23.4K engagements

"$DKNG -15% post-mkt after its FY26 Rev forecast fell short of ests even with continued expected deployment of its new Predictions app that competes with Kalshi and Polymarket predictions products. FY26 guidance: - Revs $6.5B - $6.9B vs $7.32B est - Adj EBITDA $700M-$900M vs $998M est 4Q Results: - Rev $1.99B vs $1.98B est - Adj EBITDA $343.2M vs $271M est - EPS $.25 vs $.18 est - Monthly Unique Players 4.8M vs 5.43M est To date DKNG Predictions has launched in [--] states incl CA FL and TX where traditional sports betting isnt legal. SEC Chair Paul Atkins has called prediction markets a huge"
X Link 2026-02-12T22:52Z 558.5K followers, 11.8K engagements

"In todays pre-mkt summary for Subscribers: Stocks fluctuated as the recent AI-driven selloff lost steam while traders awaited todays Jan CPI data; 10yr Treasury yields rose and precious metals and bitcoin rebounded; Detroits Big Three have announced over $50B in combined EV write-downs while scaling back future EV investments amid a 30% drop in 4Q U.S. EV sales following the Sept [--] expiration of the $7500 federal EV tax credit. We remain bullish on equities extending their run to new highs as cooling inflation and slowing employment growth raise odds of quicker Fed rate cuts with money"
X Link 2026-02-13T11:01Z 558.5K followers, 15.4K engagements

"If @elonmusk were to come out today and announce that $TWTR was now cash flow positive after the 50%+ decline in cash costs and expenses all the criticism of Elon Musk and Twitter would stop immediately. Let the genius work his magic. $tsla"
X Link 2022-11-29T16:28Z 558.2K followers, [----] engagements

"All these nervous $TSLA bulls running around warning that shareholders may not approve Elons [----] comp plan which could cause Elon to leave the company. This is insane fear-mongering at its worst. IMHO TSLA SHs will overwhelmingly approve Elons comp plan in [----] just as 73% approved it in [----] before the 8x TSLA value creation of 2018-2024 vs 1.6x for NDX. Just pay the man what is due him"
X Link 2024-05-20T18:06Z 558.2K followers, 276.4K engagements

"$MSTR s stock price makes no sense to me. MicroStrategy owned [------] bitcoins at last count worth $31.2 billion at #BTC =$100K and has about $4.2 billion of net debt which equates to $27B equity value. By comparison MSTRs stock market value is $106 billion using the company's most recent share count. The software business isnt worth much. I estimate $MSTR shares should be worth about $105/share or about 75% lower than where they are trading this morning. Unless MSTRs bitcoins are worth 4x what everyone elses bitcoins are worth"
X Link 2024-11-22T14:08Z 558.2K followers, 1M engagements

"Yeah I voted for Trump but I never thought hed be so foolish to actually move forward with 25% tariffs given the well-documented history of how the Smoot-Hawley Tariff Act of [----] triggered the onset of the Great Depression as global trade flows dried up"
X Link 2025-03-03T20:43Z 558.4K followers, 8.9M engagements

"Getting asked by a few followers today. Posted on Subscribers early this morning. Yesterday we sold the remainder of our $TSLA position at $358/share. This is the first time since [----] we have not owned TSLA. As in late-November which is the last time we reduced our TSLA position after TSLAs post election run-up we believe TSLAs valuation has become disconnected from underlying fundamentals. Our main concern is that TSLA now sells at a [----] P/E of 188x as earnings estimates continue to fall (-5% in the past week -40% YTD) driven by weak YTD deliveries including weak April results. We expect"
X Link 2025-05-28T17:19Z 557.8K followers, 638.3K engagements

"A new era is starting. $tsla FIRST DRIVERLESS $TSLA NOW HITTING THE ROADS IN AUSTIN 👀 https://t.co/KmKHKrbLmK FIRST DRIVERLESS $TSLA NOW HITTING THE ROADS IN AUSTIN 👀 https://t.co/KmKHKrbLmK"
X Link 2025-06-10T17:16Z 558.2K followers, 364.2K engagements

"$TSLA +6% pre-mkt to $420 after Elon Musk bought $1B in TSLA shares on Friday per a Form [--] filing putting the stock on track to erase its year-to-date decline. Elon bought approximately 2.57M shares. Per Grok this marks Elons first open-market buy in TSLA shares since February [----] signaling confidence in Tesla's future amid a November shareholder vote on Elons proposed $1 trillion compensation package. All we can say is WOW. https://www.sec.gov/Archives/edgar/data/1318605/000110465925089693/xslF345X05/tm2526050-1_4seq1.xml"
X Link 2025-09-15T11:21Z 557.9K followers, 241K engagements

"One cant compare legacy auto players $F $GM and $STLA to specialized AI players $GOOG $BIDU and $PONY who are already completing [------] paid robotaxi rides per week. Its apples vs oranges"
X Link 2025-12-15T22:18Z 557.5K followers, 19.9K engagements

"If $TSLA has such an insurmountable moat why are there five unsupervised autonomous ride hailing platforms already completing 750K paid robotaxi rides per week ( $GOOG $BIDU $PONY $WRD $AMZN) and $NVDA about to democratize unsupervised autonomy for several others while $TSLA is still struggling to complete its first paid robotaxi ride without a safety monitor TSLA bulls love the story but keep ignoring the reality. https://twitter.com/i/web/status/2010316411340562647 https://twitter.com/i/web/status/2010316411340562647"
X Link 2026-01-11T11:42Z 558.2K followers, 16.5K engagements

"$TSLA (+3.7%): Ive long maintained that removal of safety monitors in Austin robotaxis is a key positive catalyst since it signals imminent scale up of unsupervised autonomy elsewhere. Caveat: Others will get there too - $GOOG $BIDU $WRD $PONY $AMZN already completing 750K paid unsupervised autonomous rides per week without safety monitors. Robotaxi rides without any safety monitors are now publicly available in Austin. Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors and the ratio will increase over time. Robotaxi rides without any"
X Link 2026-01-22T18:16Z 558.2K followers, 81.2K engagements

"The $TSLA investment debate is NOT about whether TSLA will solve for unsupervised (L4/L5) autonomy or scale it quickly. The vast majority of investors believe TSLA has already solved for generalized unsupervised autonomy and now its just executing on the promise. The debate is whether others ( $GOOG $BIDU $PONY $WRD $AMZN and now $NVDA) will be able to solve for unsupervised autonomy and scale as well and what market share of the autonomous ride hailing market TSLA will take vs others given the regulatory obstacles and its lack of marketing muscle. IMHO the reason FSD has just a 15% take rate"
X Link 2026-01-24T16:45Z 558.2K followers, 67.6K engagements

"$TSLA +3.4% after beating WS adj eps ests ($.50 vs $.44 est) on much better than expected EV profits. Auto gross profits were $3613M vs $2761M est. Auto gross margin ex-reg credits 17.9% vs 14.3% est. Energy revs +25% YoY vs +23% YoY exp. TSLA delivered $.50 adj eps without pushing any accounting levers. TSLA quality of earnings was excellent with R&D spend +40% YoY (vs +24% exp). SGA +26% YoY (vs +12% YoY exp). Tax rate 27.5% (vs 22% exp) and a -$592M other expense charge. ZEV credits came in higher than expected ($542M vs $329M exp). Adj EBITDA was $4.2B vs $3.5B exp. FCF was $1.4B and TSLA"
X Link 2026-01-28T22:59Z 558.2K followers, 38.7K engagements

"Stocks fell and bond yields rose as President Trump prepared to nominate Kevin Warsh as the next Federal Reserve chair a choice viewed as more hawkish than other contenders. The pick goes against Trumps push for the Fed to lower int rates given Warshs past hawkish position on monetary policy and inflation. Warsh's nomination may face a complicated path to confirmation in the US Senate with Senator Thom Tillis vowing to block any of Trump's Fed nominees until an investigation into the central bank's renovation is resolved. Trump is expected to announce his choice for Fed chair on Friday"
X Link 2026-01-30T08:33Z 557.5K followers, 27.5K engagements

"Jeff - Respectfully investors do not think of $TSLA as just a car company. The proof in the pudding is that TSLA trades at a [----] P/E of 210x vs $GM at 6.9x and $F at 8.9x. The anticipated dilution is why TSLA investors did not support the non-binding proposal for a potential investment in xAI at the [----] annual meeting. Vote results were: - For: [----------] shares - Against: [---------] shares - Abstained: Approx [---] million shares More shares voted in favor than against but the proposal did not pass since Tesla's bylaws treat abstentions as votes against for approval purposes. Tesla noted the"
X Link 2026-01-30T19:43Z 557.4K followers, [---] engagements

"Gold fell -9% and silver crashed -26% today after Trump nominated Kevin Warsh a longtime inflation hawk as the new Fed Chair today. I have to think through the implications of this but what melts up (gold +75% over the past year silver +170% on fears of monetary debasement) can just as easily melt down. https://twitter.com/i/web/status/2017384947611537794 https://twitter.com/i/web/status/2017384947611537794"
X Link 2026-01-30T23:50Z 557.4K followers, 50.3K engagements

"The Fed held rates steady on Wednesday but President Trumps curious pick of Kevin Warsh as the next Fed Chair shifted the narrative about future monetary policy to a more hawkish path. In the FOMC two dissenting votes in favor of a rate cut suggested a process of ongoing internal debate but the message conveyed by outgoing Fed Chair Powell was one of order discipline and patience. Economists dont suddenly change their stripes and if new Fed Chair Warsh winds up being as hawkish as his past record indicates long rates will likely move higher as the Fed prioritizes controlling inflation over"
X Link 2026-01-31T19:13Z 557.4K followers, 30.9K engagements

"A $TSLA/SpaceX merger makes no sense mathematically for TSLA shareholders unless there are huge cost or revenue synergies for $TSLA. The 35% dilution is just too great given the relative P/E differences. This is the same reason the idea of a combined enterprise with all of Elons businesses didnt fly last time. The math is pretty straightforward: If TSLA contributes its $1.5T market cap at a 200x P/E and SpaceX contributes its $800B market cap equity at a 400x P/E the combined company would have $2.3T market cap To make the math work TSLA would dilute its shareholders by issuing 35% new shares"
X Link 2026-02-01T16:55Z 557.8K followers, 12.1K engagements

"A $TSLA/SpaceX merger makes no sense mathematically for TSLA shareholders unless there are huge cost or revenue synergies for $TSLA. The 35% dilution is just too great given the relative P/E differences. This is the same reason the idea of a combined enterprise with all of Elons businesses didnt fly last time. The math is pretty straightforward: If TSLA contributes its $1.5T market cap at a 200x P/E and SpaceX contributes its $800B market cap equity at a 400x P/E the combined company would have $2.3T market cap. To make the math work TSLA would dilute its shareholders by issuing 35% new"
X Link 2026-02-01T17:40Z 557.8K followers, 64.3K engagements

"Im not the delusional one. I warned five years ago that TSLAss forecast of delivering 20M EVs per year by [----] was absurd since it would represent 25% of the entire auto market. Here we are now with expected [----] $TSLA deliveries of 1.6M which will be down for a third consecutive year. In [----] I warned repeatedly that TSLA will not be the only auto manufacturer that solves for unsupervised autonomy. TSLA bulls simply gloss over that $GOOG $BIDU $WRD $PONY and $AMZN no slouches are already completing 750K paid unsupervised autonomous rides per week without safety monitors and $NVDA is on the"
X Link 2026-02-02T04:45Z 557.7K followers, 202.4K engagements

"@RandyWKirk1 No kidding. The plan changed because the 20M/year # was fantasy. Robotaxi math doesnt justify a $1.5T valuation unless $TSLA owns 100% share of ride hailing which is equally absurd"
X Link 2026-02-02T06:13Z 557.5K followers, [----] engagements

"Elon Musk in advanced talks to combine SpaceX and xAI. - Bloomberg $TSLA"
X Link 2026-02-02T13:15Z 557.8K followers, 110.6K engagements

"$PYPL (-15% pre-mkt) replaced CEO Alex Chriss after missing 4Q revs and earnings ests and guiding to much weaker than expected 1Q and [----] results. PYPL remains one of my least-liked online payments providers despite strong megatrends favoring digital payment platforms. 4th Qtr results: - Adj EPS $1.23 vs. $1.28 est. - Net Rev $8.68B vs $8.79B est. - Total payment volume $475.1B vs $471.5B est - Adj operating income $1.55B vs $1.59B est 1st Qtr forecast: - Mid single digit decline Adj EPS growth vs +4% YoY exp. - Flat transaction margin dollars vs +2% exp. FY2026 forecast: - Sees low-single"
X Link 2026-02-03T13:28Z 557.6K followers, 27.4K engagements

"$MTCH +8% post-mkt despite guiding to FLAT FY26 rev guidance YoY vs +3% YoY exp. and FY26 EBITDA $1303M at the midpoint vs $1350M est. 4Q results beat expectations: - Revs $878M vs $871M est - EBITDA $370M vs $341M est - Adj EPS $.83 vs $.71 FY26 - SSS flat vs +3% exp - EBITDA $1280-$1325M vs $1350M est 1Q - SSS +3% vs +3% est - EBITDA $315-$320M vs $299M est In 4Q Hinge revs came in light ($187M vs $190M est) while Tinder beat ($464 vs $459M est). https://twitter.com/i/web/status/2018804334704972081 https://twitter.com/i/web/status/2018804334704972081"
X Link 2026-02-03T21:50Z 558.1K followers, 11.2K engagements

"$CMG (not owned) down -5% post-market after beating on 4Q results but guiding to flat FY26 SSS vs +1.8% est. This seems like an overreaction to normal beginning of the year conservative guidance. 4Q: - SSS -2.5% vs -2.9% - Revs $2.98B vs $2.96B - EPS $.25 vs $.24 FY26 - SSS flat vs +1.8% exp https://twitter.com/i/web/status/2018804387078930555 https://twitter.com/i/web/status/2018804387078930555"
X Link 2026-02-03T21:50Z 558.2K followers, 11K engagements

"$AMD (short position) fell -8% post-market after offering a disappointing 1Q outlook which investors took as a signal that AMD is not making the kind of AI inroads some had expected. - 1Q sales are expected to be $9.8B +/- $0.3B vs $9.4B est - 4Q sales were $10.3B vs $9.7B est. - 4Q EPS $1.53 vs $1.32 est - 4Q data center sales were $5.4B vs $5.0B est. - 4Q PC sales were $3.1B vs $2.9B est - AMD generated $390M in 4Q sales by selling its older MI308 chips to China which added to sales but suggested the company is now navigating trade restrictions that weighed on profit margins. - AMD expects"
X Link 2026-02-03T23:30Z 558.1K followers, 38K engagements

"Youre missing that a combined $TSLA / SpaceX + xAI stock would likely trade at a lower P/E than the two pieces on their own. Why A 200x P/E TSLA (55%) and a 400x P/E SpaceX + xAI (45%) combo will sell at the least common denominator P/E which makes the dilution math unattractive unless there are synergies. In addition TSLA owners today who dont want to make a bet on space exploration/comms would sell their shares. So assuming a 200x combined P/E on what we assume will be $10B in combined net income (TSLA $7B Space X $8B xAI -$5B) is worth $2.0T = 200x $10B or -27% below the combined $2.75T a"
X Link 2026-02-03T23:51Z 558K followers, 64.3K engagements

"$LLY +9% pre-mkt to $1092 and near record high after reporting 4Q results that surpassed WS expectations and offered strong [----] guidance fueled by its GLP-1 drugs Zepbound and Mounjaro. This was in sharp contrast to rival $NVO results and guidance yesterday which missed expectations and fell -15% (down another -5% pre-mkt). FY26 forecast: - Revs $80B - $83B vs $77.7B est - Adj EPS $33.50 - $35 vs $33.00 est 4Q results: - Adj EPS $7.54 vs. $6.90 est - Rev $19.3B vs $18.0B est - Zepbound rev $4.26B vs $3.8B est - Mounjaro rev $7.41B vs $6.75B est Commentary: - 4Q rev +43% YoY to $19.3 billion"
X Link 2026-02-04T12:58Z 557.9K followers, 15.3K engagements

"$UBER -2% premarket after providing 1Q Adj EPS guidance that fell short of ests. 1Q gross bookings guidance was above expectations. 4Q revs and bookings beat expectations. The company also promoted outspoken driverless-vehicle executive Balaji Krishnamurthy as its new CFO signaling further investment in the autonomous ride-hailing business. 1Q guidance - Gross bookings $52B-$53.5B vs $51.4B est - Adj EBITDA $2.37B-$2.47B vs $2.45B est - Adj EPS $0.65-$0.72 vs $0.76 est 4Q results - Gross bookings $54.1B vs $53.1B est - Mobility bookings $27.44B vs $27.14B est - Revs $14.37B vs $14.30B est -"
X Link 2026-02-04T13:28Z 558.1K followers, 19.7K engagements

"From $UBER conf call (now +2% pre-mkt). CEO Dara Khosrowshahi: We view the introduction of AVs as an overall growth driver in the markets in which we operate. AVs in the marketplace are turning out to be net positives in growing the overall economic pie. This is not the kind of technology that is going to replace. Its going to augment. We are seeing AVs on our platform at significantly higher utilizations than one piece standalone platforms based on the publicly available data. And the trips per vehicle are 30% higher. ETAs are better as well. And then if you look at the partnerships that we"
X Link 2026-02-04T13:52Z 558.1K followers, 96.5K engagements

"@TopGunFP @dkhos $TSLA bulls dont get the ride-hailing business and how full autonomy will drive costs down and increase $UBER TAM"
X Link 2026-02-04T15:42Z 558.1K followers, 14.2K engagements

"The debate is not about lower vs higher rates. The debate is about how long will the Fed leave rates where they are before reducing them given the underlying sticky inflation pressures. TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES"
X Link 2026-02-04T19:09Z 557.7K followers, 23.7K engagements

"$UBER: I dont get why investors dont see that adding a self-driving option will have the same effect as when Uber added UberX (30-35% cheaper fares) in [----] to its Uber black car fleet on which the Uber business was founded in [----]. Its classic brand leverage as Uber removes the cost of the driver (in 4Q UBER earned a 29.9% take rate of bookings in its mobility segment which means the driver kept 70.1% of the fare) which will greatly expand UBER TAM. From $UBER conf call (now +2% pre-mkt). CEO Dara Khosrowshahi: We view the introduction of AVs as an overall growth driver in the markets in"
X Link 2026-02-04T19:38Z 558.2K followers, 52.9K engagements

"@JustLoo29511234 @AustinCooper90 @TopGunFP @dkhos $GOOGL $WRD and $AMZN already there. And $NVDA knocking at the door with a handful of OEMs"
X Link 2026-02-04T20:59Z 558.2K followers, [---] engagements

"$GOOG -2.4% after hours to $325 after 4Q results largely beat ests driven by Search and Cloud revs but [----] Capex guide of $180B vs $120B est. We expect GOOG to recover as investors realize Capex budgets always start high in the beginning of the year and GOOG showing they are keeping up with everyone else In the Capex arms race. 4Q: - Revs $113.8B vs $111.4B est - Adj EPS $2.82 vs $2.64 est - Search/Other revs $63.1B vs $61.4B est - Services $95.9B vs $94.9B est - YouTube $11.4B vs $11.8B - miss - Cloud $17.7B vs $16.7B - Oper income $35.9B vs $36.9B est - miss - Gemini 750M MAUs vs 650M MAUs"
X Link 2026-02-04T21:20Z 558K followers, 37.4K engagements

"@elonmusk Rules for happiness: Something to do someone to love something to hope for. Immanuel Kant German philosopher"
X Link 2026-02-05T01:59Z 557.5K followers, 46.8K engagements

"With #btc down 43% since October $MSTR bitcoin strategy underwater and now faces do-or-die choice with its #btc holdings"
X Link 2026-02-05T11:14Z 558.4K followers, 46K engagements

"$TSLA continues to underperform in [----] despite all its seemingly positive developments in unsupervised autonomy. So far in [----] $TSLA -12% vs NDX -2% extending its underperformance from [----] when TSLA +11% vs NDX +20%. The bulls narrative that only TSLA can solve for generalized unsupervised autonomy has fallen apart as $GOOG and others continue to scale up their robotaxi operations as we have long predicted. $GOOG $BIDU $WRD $PONY and $AMZN are already completing 750K paid unsupervised autonomous rides per week without safety monitors. $NVDA has announced it will make its AI chips and"
X Link 2026-02-05T15:41Z 558.2K followers, 22.2K engagements

"$UBER +4% today after falling -5% yesterday as investors starting to understand that $UBER is likely the biggest beneficiary as automobiles go autonomous. As in [----] when UberX was added to the UBER platform and fares fell 30-35% thereby expanding UBER TAM adding a self-driving option to the UBER platform from a dozen or so manufacturers will similarly lead to a lower cost alternative and expand UBER TAM. This is no different than $TSLA adding a RWD option to its Model Y lineup. Its classic brand leverage. https://twitter.com/i/web/status/2019469589915037997"
X Link 2026-02-05T17:54Z 558.1K followers, [----] engagements

"Best [----] Super Bowl commercials. I like the Pepsi The Choice polar bear commercial. https://youtu.be/majQX7wiSvYsi=yMa58AlPquhy7BCF https://youtu.be/majQX7wiSvYsi=yMa58AlPquhy7BCF"
X Link 2026-02-06T20:57Z 558.1K followers, 30.8K engagements

"@Teslarati Without strong marketing skills and investment $TSLA $100T market cap is unthinkable"
X Link 2026-02-08T13:46Z 558.1K followers, 45.1K engagements

"@FutureAZA $GOOG had and still does have a monopoly on search. $TSLA has no such monopoly on unsupervised autonomy. Most consumers have no clue about TSLA FSD"
X Link 2026-02-08T14:55Z 558.2K followers, 12.6K engagements

"Two of the greatest Super Bowl halftime shows of all time: [----] Prince show; [----] Michael Jackson show. Prince - Super Bowl XLI 🏈 Halftime Show [----] FULL SHOW HD via @YouTube Michael Jackson [----] Super Bowl XXVII Show [----] Enjoy the game https://youtu.be/EsopN7JKUVs https://youtu.be/-WYYlRArn3gsi=5hASl-CCwVdlF0U6 https://youtu.be/EsopN7JKUVs https://youtu.be/-WYYlRArn3gsi=5hASl-CCwVdlF0U6"
X Link 2026-02-08T16:53Z 558.1K followers, 29.1K engagements

"Wrong. I agree completely that $TSLA future value will be driven by unsupervised autonomy and humanoid robots. Where we disagree: TSLA cant take 70-80% share of unsupervised autonomy because 1/ others are just as far along as TSLA in autonomous technology and 2/ TSLA has no marketing. The lessons learned from TSLA in EVs (TSLA has a 12% global share of industry BEVs not 40-50% as widely predicted 3-5 years ago) shouldnt be forgotten"
X Link 2026-02-08T18:33Z 557.5K followers, [---] engagements

"@BizOptimizer @farzyness @Teslarati Everyone knows how $UBER works. Nobody knows how FSD / unsupervised autonomy works and more importantly what are the core benefits. FSD has a low-teens take rate for a reason"
X Link 2026-02-09T23:50Z 557.9K followers, [---] engagements

"$SPOT (+11% pre-mkt long position) after reporting much higher than exp 4Q MAUs and strong 1Q gross margin guidance supported by price hikes. This could change the investment narrative on the stock with $SPOT -40% (vs SPX +9%) over the past [--] months as investors grew concerned about competitive positioning unit economics and user purchase habits given the potential disruption from AI. 1Q guidance: MAUs 759M vs 752.5M est Oper income 660M vs 645M est Revs 4.5B vs 4.58B est Premium subs 293M vs 293.2M est Gross margin 32.8% vs 32.3% est 4Q results: - MAUs 751M 11% y/y vs 745.2M est - EPS 4.43"
X Link 2026-02-10T13:27Z 557.9K followers, [----] engagements

"Steve - I never suggested that a single [----] Super Bowl ad ad caused $GOOG market share growth over the past [--] years. I was pointing out that other great products with strong word of mouth still invest in advertising to educate consumers about product benefits. You still havent explained why $TSLA FSD take rate is stuck in the mid-teens. https://twitter.com/i/web/status/2021216643083292791 https://twitter.com/i/web/status/2021216643083292791"
X Link 2026-02-10T13:36Z 557.9K followers, [---] engagements

"Its the opposite. Advertising is a long-term investment - it rarely works short term. $TSLA needs to educate consumers why they should want FSD. FSD will never be in high demand unless TSLA invests the time to teach consumers what they can do with unsupervised autonomy. If TSLA doesnt do it someone else ( likely $GOOG) will spend the time educating consumers and then they will own unsupervised autonomy. https://twitter.com/i/web/status/2021227882933096927 https://twitter.com/i/web/status/2021227882933096927"
X Link 2026-02-10T14:20Z 557.9K followers, [---] engagements

"@RandyWKirk1 Hundreds of $TSLA robotaxis operating without safety monitors in new cities beyond Austin and the Bay area. Why Demonstrates TSLA can scale up unsupervised autonomy anywhere in the world"
X Link 2026-02-10T15:50Z 558.4K followers, 15.8K engagements

"@ghostman709 @RandyWKirk1 No. All operating without safety monitors. Outside of Austin and the Bay Area"
X Link 2026-02-11T05:36Z 558K followers, [---] engagements

"@tesla_archive Thats not what I said. @RandyWKirk1 asked what would it take to get $TSLA back to $500. My response: https://x.com/garyblack00/status/2021250477879365682s=46 @RandyWKirk1 Hundreds of $TSLA robotaxis operating without safety monitors in new cities beyond Austin and the Bay area. Why Demonstrates TSLA can scale up unsupervised autonomy anywhere in the world. https://x.com/garyblack00/status/2021250477879365682s=46 @RandyWKirk1 Hundreds of $TSLA robotaxis operating without safety monitors in new cities beyond Austin and the Bay area. Why Demonstrates TSLA can scale up unsupervised"
X Link 2026-02-11T05:40Z 557.9K followers, [---] engagements

"I have never understood why rich guys get off on being with underaged women. As an adult male I have never EVER wanted to be with a woman below the legal age who looks or acts like a child. Any rich guy can go into a restaurant / bar and using his wit charm and wallet can pick up just about any girl of legal age he wants. Why go after an underaged girl I really dont get the appeal. Someone please explain"
X Link 2026-02-11T21:34Z 557.9K followers, 16.7K engagements

"@NounaNunu2050 So its not the sex - its the adrenaline rush from breaking the law"
X Link 2026-02-11T21:39Z 558.1K followers, [----] engagements

"I have never understood why rich guys get off on being with underaged women. As an adult male I have never EVER wanted to be with a woman below the legal age or who looks or acts like a child. Any rich guy can go into a restaurant / bar and using his wit charm and wallet can pick up just about any girl of legal age he wants. Why go after an underaged girl I really dont get the appeal. Someone please explain"
X Link 2026-02-11T22:14Z 557.9K followers, 77.7K engagements

"@TheTeslaBull The $TSLA catalyst is and always has been scale up of unsupervised robotaxis BEYOND Austin"
X Link 2026-02-13T14:21Z 558.4K followers, [---] engagements

"$TSLA 4Q consensus adj eps is $0.44. My estimate is $0.42 but the actual number doesnt matter unless its way below or way above consensus. Whats important is Elons comments on when safety monitors will be removed from the companys robotaxis in Austin and the Bay Area and how quickly $TSLA expects to scale up unsupervised autonomous ride hailing to other areas. https://ir.tesla.com/press-release/earnings-consensus-fourth-quarter-2025 https://ir.tesla.com/press-release/earnings-consensus-fourth-quarter-2025"
X Link 2026-01-27T20:06Z 557K followers, 26.6K engagements

"I warned that $TSLA mgmts forecasts of 20M deliveries per year by [----] was virtually impossible to achieve since it would have represented a stunning 25% share of the global automotive business. TSLA bulls mocked my caution and similar to now suggested that with TSLAs technology scale and mnfg expertise no one would be able to compete with TSLA in EVs. TSLA bulls were of course wrong and TSLA stock has underperformed for the past five years including the past 1year"
X Link 2026-01-27T20:17Z 555.2K followers, [---] engagements

"@avaldes74 We exited $TSLA in May at $358. Since then TSLA has underperformed NDX"
X Link 2026-01-27T21:34Z 555.2K followers, [---] engagements

"In todays pre-mkt summary for Subscribers: We expect equities to continue their record advance given stronger than expected tech earnings and President Trumps likely nomination this week of Rick Rieder Blackrocks global fixed income CIO as the next Fed chair. We expect no change in rates today after the Feds two-day meeting. This morning $ASML which manufactures the lithography machines that make AI chips posted 4Q orders that were nearly double analyst estimates and provided strong [----] guidance propelling stocks to new highs. Tonight after the close we expect $TSLA to miss 4Q earnings"
X Link 2026-01-28T11:21Z 557K followers, 15.6K engagements

"$SBUX (no position) +7% pre-mkt on better than expected global 1Q SSS (+4.0% vs +2.0% exp) driven by its protein infused drinks promotion and closure of hundreds of underperforming SBUX locations. Mgmt sees FY26 SSS of at least +3% vs +2.8% est. During 1Q US comps were +4% vs +1.9% est and Intl comps were +5% vs +2.5% est. 1Q EPS missed ($.56 vs $.59 est) 1Q operating income missed by more ($891M vs $996M est) and [----] earnings guidance was light at the midpoint ($2.15-$2.40 vs $2.35 estimate). We remain unconvinced the SBUX turnaround story has legs at a [----] P/E 45x vs 4-5% forward rev"
X Link 2026-01-28T13:51Z 557K followers, [----] engagements

"The Fed voted 10-2 to leave interest rates unchanged and offered little clarity on when the decline in int rates will resume. The Fed pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments. Governors Christopher Waller and Stephen Miran dissented in favor of a 0.25% reduction. Policymakers described the pace of growth as solid and said job gains have remained low and the unemployment rate has shown some signs of stabilization dropping language pointing to increased downside risks to employment. Here is how todays Fed statement"
X Link 2026-01-28T19:14Z 557.2K followers, 15K engagements

"Unless $TSLA adj eps blows away or falls far short of consensus the earnings call is all that matters. Elon will spend the call talking about how $TSLA has solved for unsupervised autonomy that safety monitors are coming out and regulators permitting robotaxi is about to scale everywhere. https://twitter.com/i/web/status/2016617017466376639 https://twitter.com/i/web/status/2016617017466376639"
X Link 2026-01-28T20:58Z 556.2K followers, [---] engagements

"$TSLA +3.4% after beating WS adj eps ests ($.50 vs $.44 est) on much better than expected EV profits. Auto gross profits were $5009M vs $2761M est. Auto gross margin ex-reg credits 17.9% vs 14.3% est. Energy revs +25% YoY vs +23% YoY exp. TSLA delivered $.50 adj eps without pushing any accounting levers. TSLA quality of earnings was excellent with R&D spend +40% YoY (vs +24% exp). SGA +26% YoY (vs +12% YoY exp). Tax rate 27.5% (vs 22% exp) and a -$592M other expense charge. ZEV credits came in higher than expected ($542M vs $329M exp). Adj EBITDA was $4.2B vs $3.5B exp. FCF was $1.4B and TSLA"
X Link 2026-01-28T22:18Z 555.5K followers, 10.1K engagements

"@zacharykaplan6 No they dont need additional equity with $44.0B cash and positive free cash flow"
X Link 2026-01-28T22:26Z 557.2K followers, 11.1K engagements

"$TSLA earnings call was filled with both positives and negatives with mgmt announcing that: 1/ Sale of Models S&X will be discontinued after 1Q ( 30K vehicles/year likely -$.15/share earnings hit) allowing the Fremont S/X mnfg lines to be converted to Optimus. 2/ [----] CapEx will be $20B up from $9B in [----] which includes incremental spending for new [----] Cybercab production a dedicated Optimus factory and AI compute infrastructure. Funding will come from existing cash and new debt. 3/ [----] operating margins will be pressured as CapEx is ramped up FSD migrates to a pure subscription model and"
X Link 2026-01-28T23:45Z 557K followers, 23.1K engagements

"$META +7.6% post-mkt after 4Q revs and earnings beat expectations 1Q rev guidance came in well above expectations and CEO Mark Zuckerberg promised a major AI acceleration in [----] as it races to catch up with OpenAI Google and Anthropic in the AI chatbot war. With the new spending Zuckerberg plans to build data centers all over the globe release new cutting-edge AI models and infuse the core advertising business with AI during [----]. 4Q results: - Revs $59.9B vs $58.4B est - EPS $8.88 vs $8.19 est 1Q guidance: - Revs $53.5B-$56.5B vs $51.3B est FY26 CapExp of $115B-$135B in [----] vs $72B in 2025"
X Link 2026-01-29T00:08Z 556.9K followers, 20.1K engagements

"All things considered I expect $TSLA to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative as is discontinuation of TSLAs profitable S/X models but favorable comments about robotaxi scaling Optimus timing and strong 4Q EV auto gross margins should carry the day. https://twitter.com/i/web/status/2016668557778587769 https://twitter.com/i/web/status/2016668557778587769"
X Link 2026-01-29T00:23Z 557.2K followers, 76.3K engagements

"This should be obvious but dont root against Waymo on safety issues. When competitors unsupervised autonomous vehicles inflict injury or damage it slows down $TSLA s efforts to scale up its autonomous business as regulators hit the pause button"
X Link 2026-01-29T11:31Z 557.1K followers, 34.5K engagements

"$TSLA s plans to stake its future on a two-seat Cybercab is wholly inconsistent with how consumers buy cars. While 90% of miles traveled are for 1-2 passengers only 1% of actual global consumer automotive purchases are for vehicles configured for just [--] passengers. When buying a car consumers build in extra seating capacity for kids extra passengers or baggage. Think about eating at home: While 90% of dinners consumed at home might be for 1-2 persons furniture manufacturers sell very few dining tables designed for just 1-2 people. Even if TSLA took 50% share of the 2-seat auto segment - a"
X Link 2026-01-29T14:35Z 555.1K followers, 60.5K engagements

"IMHO its a mistake to keep $TSLA Cybertruck which has negative brand equity and sold [-----] units last year and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous"
X Link 2026-01-29T15:02Z 556.8K followers, 52.4K engagements

"@OrlandoLorenzo So $TSLA is going to produce 2M Cybercabs a year for purchase by itself That makes me even more nervous"
X Link 2026-01-29T15:18Z 555.6K followers, [----] engagements

"@lauhow2 Yes true but $Uber owners who know that wont buy a 2-seat vehicle since they need 3-4 seats on occasion"
X Link 2026-01-29T15:24Z 556.4K followers, [----] engagements

"@EldonDiFederico Who will buy all these Cybercabs Fleet owners Uber drivers (consumers) Tesla itself (scary)"
X Link 2026-01-29T15:48Z 555.6K followers, [----] engagements

"Attached are Mag [--] stocks ranked by market cap and showing 1-year performance [----] CY P/Es and forward EPS growth. $GOOG was the best performer over the past year (+72%) followed by $NVDA (+52%) while $MSFT was the worst-performing (-4%). $META continues to look cheapest on [----] CY P/E (22.2x) and also on forward P/E/G (1.3x). $TSLA is the most expensive of the Mag [--] on [----] CY P/E (200x) but also offers the most forward growth (+43% [----] forward P/E/G of 4.7x). The S&P [---] trades at a CY [----] P/E of 22.4x (4.46% earnings yield) vs a current 10-year treasury yield of 4.23% (+23bp premium vs"
X Link 2026-01-29T20:51Z 555.6K followers, [----] engagements

"Attached are Mag [--] stocks ranked by market cap and showing 1-year performance [----] CY P/Es and forward EPS growth. $GOOG was the best performer over the past year (+72%) followed by $AVGO (+61.5%) while $MSFT was the worst-performing (-4%). $META continues to look cheapest on [----] CY P/E (22.2x) and also on forward P/E/G (1.3x). $TSLA is the most expensive of the Mag [--] on [----] CY P/E (200x) but also offers the most forward growth (+43% [----] forward P/E/G of 4.7x). The S&P [---] trades at a CY [----] P/E of 22.4x (4.46% earnings yield) vs a current 10-year treasury yield of 4.23% (+23bp premium vs"
X Link 2026-01-29T20:54Z 557.3K followers, 39.2K engagements

"Trump Picks a Reinvented Kevin Warsh to Lead the Federal Reserve (Bloomberg) -- Stock futures fell with Treasuries after President Trump nominated Kevin Warsh as the next Federal Reserve chair a pick investors view as less supportive of deep interest-rate cuts. The dollar advanced and gold was 5% lower as Trump made his announcement on Truth Social. The moves suggest traders are dialing back bets on policy easing under Warsh who as a policymaker from [----] to [----] often emphasized inflation risks even as others focused on supporting growth and jobs during the financial crisis. Tighter monetary"
X Link 2026-01-30T12:17Z 557.3K followers, 11.7K engagements

"Its just math. Its hard to be bullish on $TSLA trading at 200x P/E with 40% expected growth when many competitors will solve for unsupervised autonomy - just as they did in EVs. $TSLA was our largest position for several years until it got too expensive. Valuation discipline is critical in this business. https://twitter.com/i/web/status/2017216235394544013 https://twitter.com/i/web/status/2017216235394544013"
X Link 2026-01-30T12:40Z 555.9K followers, [---] engagements

"The increase in $TSLA shares from SpaceX will be dilutive since SpaceX will generate little profit (FY25 est $2B) relative to its presumed market cap of $800B. So while new combined market cap is $2.2B TSLA combined net profits might be only $8B giving it a P/E of close to 300x. https://twitter.com/i/web/status/2017219303972503692 https://twitter.com/i/web/status/2017219303972503692"
X Link 2026-01-30T12:52Z 556.1K followers, 17.5K engagements

"$TSLA institutional shareholders are highly unlikely to approve a dilutive transaction where $TSLA issues $800B in new shares to buy SpaceX at a P/E way above TSLAs existing P/E. Beside the dilution a merger between TSLA and SpaceX creates too much uncertainty which is already high due to TSLAs transition from being a highly profitable car company to a more speculative AI and robotics company. https://twitter.com/i/web/status/2017239450862899606 https://twitter.com/i/web/status/2017239450862899606"
X Link 2026-01-30T14:12Z 556.2K followers, 11.1K engagements

"IMO $TSLA institutional shareholders are highly unlikely to approve a dilutive transaction where $TSLA issues $800B in new shares to buy SpaceX at a P/E way above (400x) TSLAs P/E (200x). Beside the dilution a merger between TSLA and SpaceX creates too much uncertainty which is already high due to TSLAs transition from being a highly profitable car company to a more speculative AI and robotics company. Institutions own 50% of $TSLA shares. https://twitter.com/i/web/status/2017273420862697900 https://twitter.com/i/web/status/2017273420862697900"
X Link 2026-01-30T16:27Z 557K followers, 13.7K engagements

"@FredLambert Unfortunately $TSLAQ is correct that this would be massively dilutive (50%) to $TSLA shareholders and many institutional holders would bail based on the numbers unless there are more synergies than meets the eye"
X Link 2026-01-30T17:59Z 556.4K followers, 18K engagements

"@thejefflutz @nymbusjp @TeslaBoomerMama Sure but a priori if $TSLA has a market cap of $1.5T and SpaceX a market cap of $800B a contribution deal would imply TSLA dilution of 35% ($800B / $2.3T) to make the math work"
X Link 2026-01-30T20:00Z 555.9K followers, [---] engagements

"This stuff is really quite disturbing. I dont get it: Why cant these obviously rich men just go to a bar and pick up girls who are 21+ the normal way These friends of Epstein deserve everything coming to them. 🚨 TRUMP ACCUSED OF RAPING A 13-YO IN NEWLY RELEASED EPSTEIN FILES Newly released Epstein files mention Trump in some really messed-up claims. One says girls got brought to his Mar-a-Lago place for these "calendar girl" parties where Epstein supplied them and things got https://t.co/iptAcRqygm 🚨 TRUMP ACCUSED OF RAPING A 13-YO IN NEWLY RELEASED EPSTEIN FILES Newly released Epstein"
X Link 2026-01-30T23:18Z 557.1K followers, 81.9K engagements

"@wholemars @sagarsgalaxy According to @TroyTeslike $TSLA sold roughly [-----] CTs in [----] including [----] in 4Q. Per Troy S/X sales totaled roughly [-----] in [----] also with about [----] sales in 4Q"
X Link 2026-01-30T23:37Z 556K followers, [----] engagements

"Some quick thoughts: The Fed held rates steady on Wednesday but President Trumps surprise nomination of Kevin Warsh as the next Fed Chair abruptly shifted market expectations toward a more hawkish policy regime. In the FOMC vote two dissenting votes in favor of a rate cut underscored ongoing internal debate but the overall message was one of patience rather than urgency. Economists dont suddenly change their stripes and if new Fed Chair Warsh winds up being as hawkish as his past record indicates long rates will likely move higher as the Fed prioritizes controlling inflation over expanding"
X Link 2026-01-31T00:38Z 555.5K followers, [----] engagements

"A $TSLA/SpaceX merger makes no sense mathematically for TSLA shareholders unless there are huge cost or revenue synergies for $TSLA. The 35% dilution is just too great given the relative P/E differences. This is the same reason as last time Elon pitched a combo of all his businesses it didnt fly. The math is pretty straightforward: If TSLA contributes its $1.5T market cap at a 200x P/E and SpaceX contributes its $800B market cap equity at a 400x P/E the combined company would have $2.3T market cap To make the math work TSLA would dilute its shareholders by issuing 35% new shares ($800B /"
X Link 2026-02-01T16:51Z 556.4K followers, [----] engagements

"@thejefflutz The WSJ has published SpaceX valuation ests of $800B but youre right: In this market the valuation could be $1.3T - $1.5T which makes the TSLA dilution math worse"
X Link 2026-02-01T19:09Z 556.7K followers, [----] engagements

"@thejefflutz Nearly all auto mnfrs make EVs. Many have achieved unsupervised autonomy and countless others are coming in using $NVDA chips and software stack. So Im not sure what these products are that no other single company can make"
X Link 2026-02-01T19:29Z 556.6K followers, [----] engagements

"@Patryn23 @thejefflutz Its good for Elon since he owns 42% of SpaceX as your math points out. But its not good for the average $TSLA shareholder who owns no SpaceX"
X Link 2026-02-02T03:53Z 556.7K followers, [---] engagements

"$TSLA wont make $30K per year on each Cybercab unless it bought 1.79M vehicles for itself which would cost $50 BILLION. The appropriate construct is to sell Cybercabs to customers and fleet owners and earn a take rate (25%) on vehicles sold and placed into service similar to the $ABNB and $UBER business models. Unfortunately that cuts your profit ests by 75%. https://twitter.com/i/web/status/2018378922497601546 https://twitter.com/i/web/status/2018378922497601546"
X Link 2026-02-02T17:40Z 557.3K followers, 13.4K engagements

"With its $2B investment into xAI last week TSLA now owns 0.16% of the combined SpaceX / xAI ($2B / $1.25T) so immaterial. We still believe that a shareholder vote to combine $TSLA with SpaceX / xAI would fail because of the potential huge dilution (45%) to TSLA shareholders. TSLA can get numerous benefits from SpaceX / xAI without merging the companies. Math matters. https://twitter.com/i/web/status/2018723920229134723 https://twitter.com/i/web/status/2018723920229134723"
X Link 2026-02-03T16:31Z 557K followers, 38.6K engagements

"$PYPL s disadvantage is that it is very expensive for sellers vs other online payment providers: PayPal generally charges 3.5% of a transaction vs Venmo at 1.9% Visa at 1.5-2.2% Square at 2.9% Amex at 2.5%-3.25%. BNPL providers Affirm and Klarna charge the seller 5-6%"
X Link 2026-02-03T16:49Z 557.3K followers, [----] engagements

"@PastorTimGraham @Teslarati @DivesTech No 45% dilution to TSLA shareholders makes no sense unless there are huge cost or revenue synergies. I have no interest in talking down TSLA. We have [--] other names we can buy. TSLA goes up or down on fundamentals (volumes revs earnings) and not what someone says on X"
X Link 2026-02-03T19:42Z 556.9K followers, [----] engagements

"Youre missing that a combined company would likely trade at a lower P/E than the two pieces on their own. Why A 200x P/E TSLA (55%) and a 400x P/E SpaceX (45%) combo will sell at the least common denominator P/E which makes the dilution math unattractive unless there are synergies. In addition TSLA owners today who dont want to make a bet on space exploration/comms would sell their shares. So assuming a 200x combined P/E on what we assume will be $10B in combined net income (TSLA $7B Space X $8B xAI -$5B) is worth $2.0T = 200x $10B or -27% below the combined $2.75T a priori market cap of the"
X Link 2026-02-03T22:14Z 556.5K followers, [--] engagements

"@VikingMani lol AMD stock is -8% post-mkt. That strongly suggests investors were disappointed"
X Link 2026-02-03T23:46Z 557K followers, [----] engagements

"@RepublicDI1776 @DiverJim42 The difference is I pay no attention to Elon. Always do your own research. Rule #4: Dont listen to management. They are paid to be bullish. $TSLA"
X Link 2026-02-04T04:01Z 557.2K followers, [---] engagements

"@BizOptimizer $TSLA has no marketing. How do they get new customers Same issue they had in EVs"
X Link 2026-02-04T15:37Z 557K followers, [----] engagements

"$TSLA continues to underperform in [----] despite all its seemingly positive developments in unsupervised autonomy. So far in [----] $TSLA -12.1% vs NDX -2.3% extending its underperformance from [----] when TSLA +11% vs NDX +20%. The bulls narrative that only TSLA can solve for generalized unsupervised autonomy has fallen apart as $GOOG and others continue to scale up their robotaxi operations as we have long predicted. $GOOG $BIDU $WRD $PONY and $AMZN are already completing 750K paid unsupervised autonomous rides per week without safety monitors. $NVDA has announced it will make its AI chips and"
X Link 2026-02-05T15:06Z 557.2K followers, [----] engagements

"@osarood 1Q OI #s weak and [----] capex too high. $AMZN likely to be down 8-10% tomorrow"
X Link 2026-02-05T22:54Z 557.2K followers, [----] engagements

"Bloomberg: $TSLA Stock Down Over 11% So Far In [----]. Investor Gary Black Suggests Elon Musk Should Take These Actions To Reverse The Slide"
X Link 2026-02-06T09:38Z 557.3K followers, [----] engagements

"@BizOptimizer Yes of course. But Elons new comp plan is tied to [--] market cap tranches starting at $2T and three of my four suggestions would help satisfy operational targets in his plan"
X Link 2026-02-06T13:16Z 557.3K followers, [---] engagements

"@joakesonu $UBER is 100% focused on embracing the coming autonomous transition which makes perfect sense"
X Link 2026-02-06T13:17Z 557.3K followers, [---] engagements

"@BizOptimizer 1% inspiration 99% perspiration - Thomas Edison"
X Link 2026-02-06T13:58Z 557.3K followers, [---] engagements

"2/ More Super Bowl ads. Budweisers American Icons also a classic. https://youtu.be/kThGMgiprF4si=KAZ0N_wbuilRRvnJ https://youtu.be/kThGMgiprF4si=KAZ0N_wbuilRRvnJ"
X Link 2026-02-06T21:42Z 557K followers, [----] engagements

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