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@garyblack00 "$TSLA bulls keep echoing Elons mantra that if Teslas EV prices were lower TSLA would sell more EVs. That certainly wasnt true in 2023 and 2024 when TSLA cut ASPs by -XXXX% per year and 2024 TSLA deliveries fell -XXX% vs industry global EV volumes +25%. The reason Competitors matched TSLAs price cuts and would llkely do the same today. Per Grok:"
X Link @garyblack00 2025-10-07T17:37Z 537.9K followers, 42.3K engagements

"@Tesladamu1785 @EmmetPeppers @Tesla @Tesla_AI @robotaxi Show non-TSLA owners how great $TSLA FSD is"
X Link @garyblack00 2025-10-11T20:06Z 537.6K followers, XXX engagements

"This reiterates what Ive said previously about the more affordable $TSLA Model Y due out in 4Q and which may be unveiled tomorrow. $TSLA +2.9% in early trading. I view the new more affordable ($35K) Model Y as a non-catalyst as it seems to be a stripped down version of the existing Model Y. Unless the cheaper Model Y turns out to be a new form factor (e.g hatchback) sufficiently differentiated from the existing Model Y to generate incremental volume net of cannibalization it is likely to be a repeat of 2023-2024 when TSLA cut prices (and costs) earnings ests plunged by XX% and TSLA got zero"
X Link @garyblack00 2025-10-06T13:37Z 537.7K followers, 4984 engagements

"@RDuranceau39142 You asked about since we exited $TSLA at $358: - TSLA +22% - Mag X +24% - NVDA +40%"
X Link @garyblack00 2025-10-04T15:47Z 537.7K followers, XXX engagements

"@squawksquare $NFLX has outperformed $TSLA all year (NFLX +34% vs TSLA +9%) despite its wokeness"
X Link @garyblack00 2025-10-07T16:23Z 537.7K followers, 2183 engagements

"Many $TSLA investors on X confuse valuation discipline with trading. Every sophisticated investor I know has a valuation estimate for each stock in their portfolio. When the price exceeds that sell valuation they trim or exit. When the price falls below their buy valuation (normally a price that offers a 2:1 risk-adjusted upside/downside) they tend to buy. Thats the institutional mindset. Price relative to value matters"
X Link @garyblack00 2025-10-14T08:37Z 537.9K followers, 72.1K engagements

"We should all aspire to find a love relationship like this. The world would be a much better place"
X Link @garyblack00 2025-10-04T15:52Z 537.7K followers, 107.9K engagements

"For years Ive argued $TSLA needs a 1-2 person PR staff to fight off regulatory efforts like this. Of course new director of NHTSA Jonathan Morrison is going to try to make a name for himself with this initiative. NHTSA filing: Tech Crunch summary:"
X Link @garyblack00 2025-10-09T13:35Z 537.9K followers, 45.4K engagements

"@EmmetPeppers Why not show the world what a great product $TSLA has in FSD Others will show off their autonomous products"
X Link @garyblack00 2025-10-11T18:57Z 537.8K followers, 2826 engagements

"@alesssj4 The same reason WS analysts post on $TSLA even if they have neutral or sell ratings. Many of my followers want to know when to re-enter $TSLA or whether to sell calls against their positions go to cash or go short. Think like an investor"
X Link @garyblack00 2025-10-12T12:47Z 537.9K followers, XXX engagements

"My $TSLA outlook from 9/14 still intact. TSLA -X% after big 3Q delivery beat (vs NDX flat). I dont view FSD XX (1-2 critical disengagements per month) or launch of the more affordable Model Y (very high cannibalization of base Model Y) as catalysts. Removal of safety monitors from Austin and SFO by year-end would be a catalyst"
X Link @garyblack00 2025-10-04T10:55Z 537.9K followers, 104.3K engagements

"$BYDDY -XXX% in Asia (1211 HK) after announcing temporary price cuts on XX different EV models within its Dynasty and Ocean franchises that will run through June XX. The price cuts range from 6-20% and will likely be matched by Chinese EV competitors. This could weigh down $TSLA when it resumes trading Tuesday although SPX and NDX futures were +1% on Trumps decision to extend a proposed XX% increase in EU tariffs until July X. We view Elons announcement that he will return 24/7 to $TSLA X and xAI as a non-event since it wont likely change TSLAs declining delivery trajectory (FY25 WS"
X Link @garyblack00 2025-05-26T04:49Z 537.7K followers, 230.4K engagements

"TSLAs new more affordable vehicles are not new models or form factors - theyre cheaper trims with trade-offs vs higher-priced trims so by definition do not create new TAM. According to my industry sources TSLAs new more affordable vehicles are unlikely to add incremental volume as the give-ups by customers to save $5000 (lower range slower acceleration exterior not as stylish fewer interior aesthetics) will simply cannibalize higher-priced trims. Nearly every person I spoke with told me the below-$40K price would bring potential buyers in the door and then TSLA salespeople will try to up-sell"
X Link @garyblack00 2025-10-11T08:10Z 537.9K followers, 42.7K engagements

"$TSLA Stock Drops Despite Record Quarterly Deliveries Barrons Al Root and Mackenzie Tatananni October XX 2025 1:15pm Tesla smashed delivery expectations. Changing U.S. electric-vehicle policies no doubt helped produce a big "beat" but the results were pretty good no matter how you look at them. In the third quarter Tesla delivered 497099 cars a record for any quarter. Deliveries rose XX% from the 384122 vehicles in the second quarter and were up XXX% from 462890 vehicles in the third quarter of 2024. The company returned to growth after two consecutive quarters of decline. Through September"
X Link @garyblack00 2025-10-02T17:33Z 537.6K followers, 151.9K engagements

"Thats BS on multiple levels. We exited $TSLA in May at $XXX. Since then TSLA +19% Mag X +24% and $NVDA (our largest position) is +36%. Even when we owned TSLA we were negative about the more affordable strategy clearly under wraps since it was obvious then there was no new form factor and Elon would against just cut price to try to stimulate more volume. In 2023-2024 when we owned TSLA we were critical of the price cutting strategy that got TSLA zero incremental volume. We call them as we see them regardless"
X Link @garyblack00 2025-10-07T22:13Z 537.7K followers, XXX engagements

"In todays pre-market summary for Subscribers: Gold smashed through $4000/oz and is on track for its best yearly gain since 1979; Investors continue to shrug off the U.S. govt shutdown lofty valuations and AI investment frenzy; Investors reacted skeptically to $TSLA s new more affordable vehicles with lowered price points that are unlikely to move the sales needle"
X Link @garyblack00 2025-10-08T10:39Z 537.9K followers, 22.2K engagements

"This reiterates what Ive said previously about the more affordable $TSLA Model Y due out in 4Q and which may be unveiled tomorrow. $TSLA +2.9% in early trading. I view the new more affordable ($35K) Model Y as a non-catalyst as it seems to be a stripped down version of the existing Model Y. Unless the cheaper Model Y turns out to be a new form factor (e.g hatchback) sufficiently differentiated from the existing Model Y to generate incremental volume net of cannibalization it is likely to be a repeat of 2023-2024 when TSLA cut prices (and costs) earnings ests plunged by XX% and TSLA got zero"
X Link @garyblack00 2025-10-06T13:40Z 537.9K followers, 103.9K engagements

"For $5000 less you get lower battery range less acceleration cloth seats no exterior light bars smaller wheels no 2nd row touch screen and cheaper sound system. And they covered up the glass sunroof The sub-$40K price may get buyers into the stores but I dont see these selling. $TSLA"
X Link @garyblack00 2025-10-07T19:42Z 537.9K followers, 426K engagements

"Youre not thinking like a consumer. As I argued before last weeks affordable vehicle launch the $TSLA price cuts of 2023-2024 did not expand TAM. So why would they here TSLA needed a new form factor or extension into a new category to expand TAM. Think how Model Y expanded the brand into the CUV category in 2020. Or how a traditional pickup truck would expand TAM. Thats TAM expansion. Not cheaper trims"
X Link @garyblack00 2025-10-11T12:13Z 537.5K followers, 1304 engagements

"@RDuranceau39142 You must have flunked math. Since then $TSLA is +18% Mag X is +24% and $NVDA (our top position) is +40%"
X Link @garyblack00 2025-10-04T15:00Z 537.7K followers, 1535 engagements

"$TSLA has introduced new lower-priced M-3 and M-Y trims at -XX% and -XX% discounts off the premium M-3 and M-Y trims respectively. These are not new models or form factors. They are merely lower-priced trims of the current models using the moniker standard. The standard M-3 is priced at $36990 (vs $42490 for the premium M-3). The standard M-Y is priced at $$39990 (vs $44990 for the M-Y premium). Given that this is just a new trim and does not offer news our conviction is higher this will not lead to incremental volume growth but instead cannibalize the higher priced trims"
X Link @garyblack00 2025-10-07T18:32Z 537.9K followers, 117.4K engagements

"Yeah I voted for Trump but I never thought hed be so foolish to actually move forward with XX% tariffs given the well-documented history of how the Smoot-Hawley Tariff Act of 1930 triggered the onset of the Great Depression as global trade flows dried up"
X Link @garyblack00 2025-03-03T20:43Z 537.9K followers, 8.9M engagements

"$TSLA s new more affordable M-3 and M-Y are unlikely to move the needle on TSLA sales since at $36990 and $39990 respectively they are priced higher than the premium versions before Sept XX including the $7500 EV credit. All the talk by TSLA social media influencers about 10-15% higher TAMs is pure nonsense since these vehicles are not new form factors or new models that expand TAM in any sense; they are cheaper trims of the existing models with big sacrifices to range performance exterior aesthetics and interior features (no glass sunroof no rear display cloth seats no AM/FM radio no ambient"
X Link @garyblack00 2025-10-08T11:12Z 537.9K followers, 62.2K engagements

"Since we exited our $TSLA position on May XX $TSLA +22% vs the Mag X +25% with $NVDA leading the way +40%. There are many great growth stories out there selling at compelling valuations"
X Link @garyblack00 2025-10-03T11:03Z 537.5K followers, 57.2K engagements

"Lets not kid ourselves: $TSLA has been strong the past few days NOT because of progress on robotaxi but because every hedge fund has come to the realization that $TSLA will crush 3Q delivery estimates in two weeks (my 3Q deliv est 470K vs WS est 432K) as a result of buyers trying to get in front of the expiring $7500 EV credit on 9/30 as volume is pulled forward from 4Q. This will very likely reverse in 4Q and we expect FY25 delivs will be down -XX% YoY. Year-to-date $TSLA stock is still down -X% vs S&P500 +12% and NDX +15%. The two key TSLA investment controversies remain: 1/ Will the new"
X Link @garyblack00 2025-09-13T13:05Z 537.8K followers, 178.2K engagements

"$UBER continues to hit new highs as $TSLA struggles. YTD $UBER is now +58% vs $TSLA -18%. Since TSLAs Austin robotaxi unveil on 6/22 $UBER +12% vs $TSLA -6%. Investors continue to take the view that UBERs partnerships with Waymo and other autonomous players will accelerate UBER TAM as drivers are removed from cars reducing cost per mile while TSLAs nascent robotaxis continue to require a safety monitor in every vehicle at least initially. A recent report from Atlanta highlighted a new trend where UBER passengers are reportedly canceling multiple rides with human drivers in an effort to be"
X Link @garyblack00 2025-08-19T21:51Z 537.6K followers, 150.6K engagements

"@farzyness Youre conflating value and price again Farzad"
X Link @garyblack00 2025-10-14T15:02Z 537.9K followers, 2402 engagements

"@PBTyrrell @jonathanwstokes Without removal of the safety operators these $TSLA full self driving vehicles are SUPERVISED"
X Link @garyblack00 2025-10-14T23:14Z 537.9K followers, XXX engagements

"@farzyness Why do math when you can just recite poetry"
X Link @garyblack00 2025-10-14T14:57Z 537.9K followers, 1384 engagements

"@Schultzyyy421 @grok We sold $RIVN stock over a year ago. Why talk about it now"
X Link @garyblack00 2025-10-07T20:18Z 537.7K followers, XXX engagements

"The likely $TSLA product news tomorrow is a new lower-priced Model Y variant. Many X investors forget Ive been an advocate of a less expensive $TSLA form factor (e.g. Model 2) since 2020. Im a huge supporter of brand leverage (broadening a premium brands appeal by bringing out lower-priced flanker products as Apple Louis Vuitton and some auto manufacturers have done successfully). But it cant just be a cheaper Model Y trim. There has to be a marketing benefit that allows TSLA to enter a new product category (e.g. hatchback) to drive incremental TAM beside price or the volume generated will be"
X Link @garyblack00 2025-10-06T22:59Z 537.9K followers, 98.2K engagements

"2/ There is a direct correlation between declining EPS and valuation. By definition when future earnings ests come down valuation (and stock price) drops. Over the past year $TSLA FY2025 -FY2028 EPS estimates have dropped significantly as TSLA EV delivery estimates have been slashed. FY25 eps ests are down -XX% over the past year FY26 eps ests are down -XX% vs a year ago and FY28 eps ests are down -XX% from a year ago"
X Link @garyblack00 2025-10-14T14:16Z 537.9K followers, 9730 engagements

"@BjornHamso The closing price for $TSLA stock on December XX 2024 was $XXXXXX. TSLA closed yesterday at $XXXXXX. Thats +2.4%"
X Link @garyblack00 2025-10-11T12:21Z 537.5K followers, 1101 engagements

"@Teslaconomics You dont get portfolio management. Since we exited $TSLA on 5/28 SPX and NDX both +12%. So far our exit decision has been positive for our investors since TSLA would have to be above $XXX for us to regret our exit given reinvestment of proceeds"
X Link @garyblack00 2025-09-12T11:53Z 537.7K followers, 77.6K engagements

"@thejefflutz Exactly right Jeff. This is not a new more affordable model as billed. This is a cheaper trim within the same model line"
X Link @garyblack00 2025-10-07T19:00Z 537.7K followers, 6166 engagements

"To grow its business $TSLA needs to invest in great marketing. TSLA has the best product but the product wont just sell itself. And social influencers posting videos of vehicles driving themselves on X is not great marketing since it reaches audiences who already own Teslas"
X Link @garyblack00 2025-10-11T08:11Z 537.9K followers, 72.6K engagements

"This is what I posted to my subscribers at 5am CT today. Subscribers only - Wed Oct XX pre-mkt: Global stocks rallied (SPX +0.5% NDX +0.7%) as strong earnings from ASML and banks and optimism about Fed interest-rate cuts reignited risk appetite. 10yrTY XXXX% -1.9bp. #btc $113.0K +0.1%. Gold futures +1.7% to $4234/oz. Brent crude -XXX% to $62.3/bbl. $NVDA +2.2% pre-mkt to $XXX after falling -XXX% yesterday. $TSLA +1.4% to $XXX after falling -XXX% yesterday. $ASML Holding NV +3.3% pre-mkt after posting stronger-than-expected third quarter orders and said 2026 sales would be at least on par with"
X Link @garyblack00 2025-10-15T14:25Z 537.9K followers, 18.6K engagements

"In todays pre-mkt summary for Subscribers: Strong 3Q earnings/guidance from banks $ASML and $LVMH combined with increased conviction about another Fed rate cut on Oct XX have reignited investors risk appetite; 10yrTY seem likely to break below the XXX% barrier in the next few weeks as labor markets remain soft; stocks likely to price in a high probability of a U.S./China trade deal over the next few weeks; US govt shutdown enters its 15th day with no resolution in sight and investors apathetic; $TSLA continues to underperform broader benchmarks YTD as FY26-FY30 earnings ests come down and it"
X Link @garyblack00 2025-10-15T09:12Z 537.9K followers, 20.5K engagements

"@thejefflutz Its why $TSLA will likely never pass $AAPL in market cap"
X Link @garyblack00 2025-10-09T13:47Z 537.8K followers, 1932 engagements