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@ThinkFinance999 "@leevalueroach Sure but with potential fraud typically that price needs to be almost irrationally low instead of merely a slight discount to the market"
@ThinkFinance999 on X 2025-07-24 15:57:05 UTC 3381 followers, XX engagements

"@bigolemand Nobody said that. But it's now X years since it started being sold and it might be solved in months or years more - nobody knows not even $TSLA"
@ThinkFinance999 on X 2025-07-25 17:24:51 UTC 3381 followers, XXX engagements

"@Jam_invest @irbezek There are still some at 1.6-4.0x clean earnings (they look more expensive due to charges) on stable (growing) businesses many of those paying fat dividends and some of them still at negative EVs"
@ThinkFinance999 on X 2025-07-24 19:47:01 UTC 3382 followers, XX engagements

"@munster_gene This metric depends on production levels and $TSLA accruing inventories helps it. And Q3 will be better still because of the EV tax credit termination. However margins will be much weaker in Q4 2025 and the subsequent X quarters as production will need to be curtailed further"
@ThinkFinance999 on X 2025-07-24 08:19:51 UTC 3379 followers, XXX engagements

"@stonkywonky2022 @ojblanchard1 ASML owns cymer laser and thus knows how to make them so it could make them elsewhere"
@ThinkFinance999 on X 2025-07-26 21:15:36 UTC 3383 followers, XX engagements

"Wasn't that X million robotaxis in 2026 just 1-2 months ago Why just 100000 in 2026 And btw how many will Tesla use to cover half of the US population by the end of the year And what about the growth in cars. How many around now What was the projection just 1-2 months ago"
@ThinkFinance999 on X 2025-07-24 09:10:08 UTC 3378 followers, 1631 engagements

"Well I do follow the Chinese NEV market and know a lot about it. And things there are difficult for everyone as you can see from BYD (slower growth discounts) $TSLA (shrinking discounts) Zeekr (0-mile used cars) etc. Only Xiaomi is for now having an easy time. $NIO isn't having an easy time"
@ThinkFinance999 on X 2025-07-26 14:53:21 UTC 3383 followers, XXX engagements

"@XyDmu The disengagement data is enough to change my opinion. The (optimized) Austin launch was enough to see $TSLA isn't there yet"
@ThinkFinance999 on X 2025-07-25 16:50:38 UTC 3383 followers, XXX engagements

"@ScrooogeUncle @PalantirHotline It's a consulting company which tries to generalize some solutions built for specific customers. It also places engineers at the customer. Both are common within IT companies though. Their main strengths seem to be in data integration between disparate systems"
@ThinkFinance999 on X 2025-07-25 20:44:32 UTC 3381 followers, XX engagements

"Not long ago putting a XX% levy on all the products from another nation was punishment for something. Anyway XX% on autos (among other things) is quite aggressive and will impact European automakers and the European economy regardless. Hard to understand why someone would celebrate that by bidding up the EUR/USD"
@ThinkFinance999 on X 2025-07-23 16:19:42 UTC 3371 followers, XXX engagements

"Also everyone in China buddles their self-driving functionality with the car. And they'll jump to XXX miles per intervention before $TSLA moves to 20000. And the problem which Teslarians so well exemplify is that consumers can't easily distinguish between the need to intervene every XXX miles on average or every 20000. So then you'll have people thinking the systems are very similar in capabilities but most competitors will bundle theirs while Tesla tries to sell FSD. This will happen quickly likely within X year"
@ThinkFinance999 on X 2025-07-26 13:54:12 UTC 3383 followers, XXX engagements

"@RipTslaq @DividendDude_X Yes I don't think this has happened over $100bn ever. And anything coming close crashed not long afterwards regardless of subsequent fundamental performance - including your example $SNOW"
@ThinkFinance999 on X 2025-07-26 15:34:42 UTC 3383 followers, XX engagements

"Good catch the amount of smoke and mirrors is wild. $TSLA"
@ThinkFinance999 on X 2025-07-24 15:11:16 UTC 3379 followers, XXX engagements

"The very obvious future for $MSTR is that it will eventually trade at a discount to the Bitcoin it holds. The discount will be as large as 20-30% at some point and there will even be calls from shareholders to sell Bitcoin and buy back stock"
@ThinkFinance999 on X 2025-07-23 13:20:44 UTC 3371 followers, XXX engagements

"@IBD_ECarson @EdLudlow Yes that's likely because that's what $TSLA has already been doing for years with the California DMV"
@ThinkFinance999 on X 2025-07-25 21:04:03 UTC 3382 followers, XXX engagements

"@DwayneNHL @DividendDude_X That's just mistaken - if you participate in negative sum games long enough you'll be very likely to harvest what they promise (a negative return)"
@ThinkFinance999 on X 2025-07-27 09:11:21 UTC 3383 followers, X engagements

"But they didn't use a lot of data. Here's from $TSLA: "Full Self-Driving (Supervised) is trained on what amounts to over XXX years of anonymous real-world driving scenarios from our fleet of over six million vehicles." It sounds like a lot but that's just 876000+ hours of video. 100000 cars would generate more than that in just XX hours of use on average in urban environments. It's not yet a very tall barrier"
@ThinkFinance999 on X 2025-07-24 12:41:21 UTC 3379 followers, XX engagements

"$TSLA's recent FSD improvement happened because of new AI techniques which others (in China) are also able to apply and are applying (and seeing quick improvements as well). If the rest of the AI world is a good reference (LLMs AI video generators AI sound generators etc) the Chinese competitors (even while under computing limitations) will be able to reach SOTA not long after the leading US competitors. There's zero reason to believe FSD will be any different. So at most 1-2 years after Tesla whatever Tesla achieves will be achieved and sold by others"
@ThinkFinance999 on X 2025-07-24 07:24:05 UTC 3378 followers, XXX engagements

"@FrankLeeSG In XX years such a service would be chock-full of competitors even if $TSLA gets there first so what's the point"
@ThinkFinance999 on X 2025-07-24 06:55:36 UTC 3378 followers, XXX engagements

"A $TSLA robotaxi launch in San Francisco is highly irrelevant considering it will come with a safety driver. The signal in that is exactly zero (the same as countless customers in San Francisco driving around supervising their Teslas under FSD). Seemingly this is being done to save the stock"
@ThinkFinance999 on X 2025-07-25 12:22:15 UTC 3383 followers, 13.6K engagements

"No it's because the system isn't ready as well. Of course $TSLA would prefer to do like in Austin and move the safety monitor to the passenger seat to give the impression of "no driver" and that difference IS because of regulatory matters. However the need for realtime safety monitoring is simply because the system isn't yet reliable enough"
@ThinkFinance999 on X 2025-07-26 11:46:45 UTC 3383 followers, XX engagements

"@JoshWinger6 @thejefflutz It's a failure the best hype for them is already down to "most competitive in the US in the future" and even that will be false because soon $F will have automotive LFP batteries. You'll see the new models will not have the 4680 in them"
@ThinkFinance999 on X 2025-07-24 14:41:08 UTC 3379 followers, XX engagements

"That's just wishful thinking. I'm married to a Russian woman I spend substantial time in Russia. There's exactly zero collapse in Russia and interest rates (plus inflation) will even go down from here. This war needs a negotiated peace. And it's not realistic to think Russia is going to give away any of the "new territories" considering the war's dynamics. People need to wake up to reality"
@ThinkFinance999 on X 2025-07-27 08:35:50 UTC 3383 followers, XX engagements

"Btw $NIO is going to have a lot of trouble in selling EVs. The Chinese market is just too competitive. However it could ramp up its efforts to license this self-driving solution and the chip it's already producing to power it. That would be a much easier business for NIO though even that will become very competitive quickly"
@ThinkFinance999 on X 2025-07-26 14:02:47 UTC 3383 followers, XXX engagements

"@carnivoregymguy @BastianBraun121 $TSLA already said California will launch with a safety monitor though"
@ThinkFinance999 on X 2025-07-25 08:19:50 UTC 3379 followers, XXX engagements

"There's the obvious lie of the day. Elon says $TSLA will probably have ride hailing in half of the US population by the end of the year. This is an obvious lie even by Tesla standards as it's not even compatible with what it's saying for the robotaxi itself - where if anything it's already walking back the promises it made (regarding the number of active cars)"
@ThinkFinance999 on X 2025-07-23 21:36:31 UTC 3378 followers, 5496 engagements

"@BillyInParis @EdLudlow And the California regulators are waiting for $TSLA to file for such approval oddly"
@ThinkFinance999 on X 2025-07-25 20:54:07 UTC 3383 followers, XXX engagements

"The California regulator has already come out and said $TSLA doesn't have a license to operate such service with or without a driver. So at most what Tesla will do is use a few cars to move people around while calling it "robotaxi" to the public and "charter with a driver" to the regulators"
@ThinkFinance999 on X 2025-07-25 20:41:48 UTC 3383 followers, XXX engagements

"@BobWils18392921 @lucagrecoita It's magnesium alloy hard to tell how it behaves in terms of flammability and Xiaomi isn't stupid"
@ThinkFinance999 on X 2025-07-26 11:28:44 UTC 3383 followers, XX engagements

"@FrankLeeSG They don't lack the data because $TSLA isn't using an amazing amount of data (it recently quantified what it used and it was minimal a few minutes per car). Plus some of the competition like BYD is larger (more than 2x more deliveries approaching 3x)"
@ThinkFinance999 on X 2025-07-24 09:03:46 UTC 3379 followers, XXX engagements

"@ojblanchard1 European politicians are dumb and don't understand they have an easy path to X% tariffs. Just tell the US "it's either X% tariffs or we ship advanced semiconductors and semiconductor fabrication equipment to China". Somehow they don't use this very obvious card"
@ThinkFinance999 on X 2025-07-26 15:58:47 UTC 3383 followers, 2019 engagements

"@RipTslaq @DividendDude_X No other large cap in history traded at 100-120x revenues"
@ThinkFinance999 on X 2025-07-26 14:32:23 UTC 3379 followers, XX engagements

"@rustydish2331 @jbella $TSLA is using them because the cars go for too few miles between needed interventions though. Around a couple to a few hundred in urban environments. This needs to go up to 20000+ before the safety monitors can be done away with"
@ThinkFinance999 on X 2025-07-26 11:37:32 UTC 3383 followers, XX engagements

"Something crazy like that and the things will probably be close to worthless in X years. So any deals with $TSLA etc would have to finance $20bn (say X% $1bn per yeas) plus at least pay for the chips ($4bn per year if X years). So that would be $5bn in opex on top of Tesla if Tesla was to support it. That's not something Tesla can pay"
@ThinkFinance999 on X 2025-07-23 18:13:31 UTC 3371 followers, XX engagements

"@TotaLinsanity1 @ValueAnalyst1 It's a cheap model already for sale not CGI"
@ThinkFinance999 on X 2025-07-26 15:17:02 UTC 3382 followers, XX engagements

"@grambo1980 @FredericLambert They could phase them out in Austin if the thing was ready. They don't because it isn't"
@ThinkFinance999 on X 2025-07-25 15:07:56 UTC 3376 followers, XX engagements

"Why do I say "likely within X year" Because that's about as much as it took $TSLA to get its present abilities once it took the decision to change its approach to end-to-end AI networks driving the car. The Chinese are now overwhelmingly working on similar solutions as well some of which are already arriving like from $NIO with its World Model NWM which just launched on May 30"
@ThinkFinance999 on X 2025-07-26 14:00:51 UTC 3383 followers, XX engagements

"@jbella It's tied to the system being or not being ready. There are many indications the system isn't ready but since $TSLA doesn't disclose important intervention statistics the safety monitor is the most visible indication"
@ThinkFinance999 on X 2025-07-26 07:26:25 UTC 3382 followers, XXX engagements

"@mton1109 @FrankLeeSG I make two claims: * The number of hours is low so many competitors could replicate it with a much smaller fleet. * There is no indication that $TSLA has access to all videos from all cars (data transfers) so there's no indication those videos are distilled"
@ThinkFinance999 on X 2025-07-24 15:58:52 UTC 3379 followers, XX engagements

"@HSalemon The ruble has been strong not weak for a while (against the EUR now imagine against the USD). And there are Mars Snickers etc in the supermarkets even with the sanctions. Just so you know the actual reality"
@ThinkFinance999 on X 2025-07-25 08:19:23 UTC 3378 followers, XX engagements

"The influence from the propagandized anti-China western investors is falling quickly. This is good for HK stocks"
@ThinkFinance999 on X 2025-07-25 12:00:46 UTC 3378 followers, XXX engagements

"@mton1109 @FrankLeeSG $TSLA doesn't have access to all the driving in all the cars unlike what you might think. So it isn't distilled"
@ThinkFinance999 on X 2025-07-24 14:56:50 UTC 3379 followers, XX engagements

"The number of cars shows the actual expansion of the service unlike the irrelevant area. The miles per car considering what $TSLA said (7000 miles in XX days) are incredibly low btw if we consider just XX cars nevermind more. California will launch with safety drivers so that "soon" raises a lot of doubts"
@ThinkFinance999 on X 2025-07-24 15:56:18 UTC 3379 followers, XXX engagements

"I think Xiaomi's upcoming EREV a full-size SUV will have an EV range of 200+ km"
@ThinkFinance999 on X 2025-07-24 12:09:18 UTC 3379 followers, XXX engagements

"That applies to stocks because they represent interests in productive activities which gain in nominal terms both from inflation and increases in productivity. It doesn't necessarily apply to a fully speculative asset whose maximum NOMINAL amount that the aggregate of participants can withdraw from it is lower than the amount put in by the aggregate of participants"
@ThinkFinance999 on X 2025-07-26 21:14:21 UTC 3383 followers, XX engagements

"@grambo1980 @FredericLambert $TSLA in the earnings call said it did around 7000 miles in the Austin demos. Abd there are many documented interventions"
@ThinkFinance999 on X 2025-07-25 17:20:58 UTC 3381 followers, XX engagements

"@PalantirHotline The market isn't guessing. It's speculating. But not in the actual business only the direction of the stub"
@ThinkFinance999 on X 2025-07-25 16:11:21 UTC 3382 followers, XX engagements

"Because there are specific rules and permits to deploy ride hailing services using self-driving cars. $TSLA hasn't filed to get those permits. Even the permit Tesla has for conducting self-driving testing with a safety driver doesn't allow for passengers. And Tesla has claimed to the California DMV that it hasn't conducted any such testing (in the last few years) on public roads in California"
@ThinkFinance999 on X 2025-07-25 20:59:30 UTC 3384 followers, XX engagements

"@ThomasD93551983 @EdLudlow $TSLA has approval for self-driving testing with a safety driver but no passengers. Tesla has told the California DMV it HASN'T been conducting any such testing as its FSD system is level X and expected to remain level X. Odd yes"
@ThinkFinance999 on X 2025-07-25 20:56:57 UTC 3382 followers, XX engagements

"This looks VERY good for the segment (around $10000). $BYD is starting to face serious competition"
@ThinkFinance999 on X 2025-07-24 12:07:56 UTC 3384 followers, XXX engagements

"@ray4tesla They're new at it and so is BYD they haven't even yet picked up the low-hanging fruit"
@ThinkFinance999 on X 2025-07-26 13:50:58 UTC 3383 followers, XX engagements

"A reminder that the $TSLA Austin "robotaxi" service isn't actually open to the public and the San Francisco one won't be open either. They're just theater at this point"
@ThinkFinance999 on X 2025-07-25 17:56:00 UTC 3383 followers, 6258 engagements

"@grambo1980 @FredericLambert Waymo in 2017 was around 5000 miles between interventions in urban environments. $TSLA is not even at XX% of that"
@ThinkFinance999 on X 2025-07-25 16:44:56 UTC 3379 followers, XX engagements

"@bigolemand It's impossible to tell and Waymo is running at least 150x the cars over more hours and miles each and with no human fallback - and the videos are collected over months/years. It's not surprising you'll have videos to watch"
@ThinkFinance999 on X 2025-07-25 17:30:44 UTC 3379 followers, XX engagements