@MatchasmMatt Avatar @MatchasmMatt Matt Smith

Matt Smith posts on X about tesla, $tsla, elon musk, tsla 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 automotive brands celebrities finance technology brands countries social networks cryptocurrencies us election travel destinations

Social topic influence tesla, $tsla, elon musk, tsla, $eose, $lmnd, investment, ai, money, model

Top assets mentioned Tesla, Inc. (TSLA) Eos Energy Enterprises, Inc. (EOSE) Lemonade, Inc. (LMND) Rivian Automotive, Inc. (RIVN) NVIDIA Corp. (NVDA) Bloom Energy Corporation (BE) Uber Technologies, Inc. (UBER) GrokCoin (GROKCOIN) Bitcoin (BTC) Optimus (OPTIMUS) Netflix Inc (NFLX)

Top Social Posts

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

"@GrrlAcid @PoetBones Or as I suggested FSD works reasonably well. Combined with better output from lines already completed or under construction $TSLA can become significantly more profitable per unit than any other manufacturer even with lower volumes. If volumes approach GM levels watch out"
X Link 2020-01-03T19:33Z 44.1K followers, [--] engagements

"@Kristennetten Boring Co should be either $BORE or $ZZZZ"
X Link 2020-06-13T01:27Z 44.2K followers, [--] engagements

"It's been over a week since the split and my brokerage still can't calculate my unrealized gains correctly"
X Link 2020-09-08T19:12Z 44.2K followers, [--] engagements

"Steel production alone is responsible for 7% of global carbon emissions. We can't unwind climate change just with solar and EVs - we need to invent new industrial processes electrify heating and innovate in a lot of areas that are off the radar of most folks"
X Link 2020-10-09T19:54Z 52.2K followers, [---] engagements

"$TSLA Volumes surprisingly low again today"
X Link 2020-10-22T13:48Z 52.2K followers, [--] engagements

"Here's a chart of what I was referring to with that cryptic tweet. This is the best proxy we have for FSD deferred revenue. The rate at which it is increasing suggests take rate is strong and that a TON of FSD revenue is going to hit the income statement in the next [--] months. Spotted something interesting in the 10-Q. Spotted something interesting in the 10-Q"
X Link 2020-11-23T20:01Z 44.2K followers, [--] engagements

"Today is the day that Mark Spiegels infamous option bet would have come to maturity. The options he sold for $3.40 (split-adjusted) expired in-the-money by $688. If hed instead gone long with $100000 that investment would be worth $20M"
X Link 2021-01-15T22:45Z 44.3K followers, [---] engagements

"at $244 $GME's AH high is now 3X it's intraday low of $80 set just hours ago. 🤯"
X Link 2021-01-26T21:41Z 44.2K followers, [---] engagements

"Valuation Series Part II is now live: https://youtu.be/AAEsx-gpBeg https://youtu.be/AAEsx-gpBeg"
X Link 2021-03-26T16:03Z 50.9K followers, [--] engagements

"In case you needed another reason to lack confidence in the Federal Government this thread is pretty shocking. Id like to hear the SECs perspective. 1/ Some really sketchy behavior coming out of the SEC recently. Story time 1/ Some really sketchy behavior coming out of the SEC recently. Story time"
X Link 2021-09-09T12:05Z 44.3K followers, [--] engagements

"I'm live with @EmmetPeppers now and we'll be discussing Polestar the FSD Beta button and much more https://www.youtube.com/watchv=jqG4ES5-8rQ https://www.youtube.com/watchv=jqG4ES5-8rQ"
X Link 2021-09-28T16:34Z 44.2K followers, [--] engagements

"@freshjiva @Ajax777 Auto bidder is one of many services which can be offered which will be small relative to the upfront sale price of the hardware. So Im the early days margins on hardware and software will be unimpressive. But the recurring revenue from Energy as a Service will be high"
X Link 2021-11-13T23:23Z 45.7K followers, [--] engagements

"@freshjiva @Ajax777 margin and importantly they will be on the cumulative deployed base of hardware (subject to availability of such services within each local market). So as hardware deployments grow exponentially the recurring rev will increase even faster and margins will slowly lift"
X Link 2021-11-13T23:25Z 45.7K followers, [--] engagements

"Great earnings by $GOOG. This is very bullish for an overall market recovery"
X Link 2022-02-01T21:09Z 44.2K followers, [---] engagements

"Today was my first time experiencing the frozen door handle of doom. @elonmusk can we add an option to open the door from the app"
X Link 2022-02-05T18:47Z 55.8K followers, 23.7K engagements

"Great report on $PTON here I 100% agree that they should sell the company to a strategic acquirer. @MatchasmMatt Heres a link to Blackwells Capital $PTON presentation posted yesterday. https://t.co/cq6ivKrXUQ @MatchasmMatt Heres a link to Blackwells Capital $PTON presentation posted yesterday. https://t.co/cq6ivKrXUQ"
X Link 2022-02-08T14:20Z 44.2K followers, [--] engagements

"@jasondebolt @heydave7 @elonmusk I dont think external pressure on parents is the issue so much. Most peers of mine who dont have kids are hesitant or unwilling to make the lifestyle sacrifices necessary for being a good parent"
X Link 2022-08-26T13:29Z 44.2K followers, [---] engagements

"@saifedean You made a claim about EV profitability which is wildly untrue. Thats fine we all make mistakes and Im sure Id get some stuff wrong if I started talking about the details of BTC. But dont pretend you got it right then move the goal posts and start talking about climate"
X Link 2022-09-04T21:54Z 45.2K followers, [---] engagements

"@WholeMarsBlog But 100GWh is probably more than those applications would yield annually"
X Link 2023-02-09T23:39Z 44.2K followers, [----] engagements

"Inflation just wont die.🧟♂ Jan PCE deflator came in hotter than expected (MoM +0.6% vs +0.5%E Core MoM +0.6% vs +0.4%E). This will punish growth stocks today as it increases odds of a 50bp int rate hike at the March 21-22 FOMC meeting and a higher terminal rate in the dot plot. https://t.co/ynafq1lO21 Jan PCE deflator came in hotter than expected (MoM +0.6% vs +0.5%E Core MoM +0.6% vs +0.4%E). This will punish growth stocks today as it increases odds of a 50bp int rate hike at the March 21-22 FOMC meeting and a higher terminal rate in the dot plot. https://t.co/ynafq1lO21"
X Link 2023-02-24T14:28Z 44.2K followers, [----] engagements

"I was really impressed by the quality of the questions at the $TSLA shareholders meeting. It would seem logical that questions would be the best method to get good quality but Id say the group at the mic today bested both say and the Wall Street Analysts"
X Link 2023-05-16T23:30Z 36.5K followers, [---] engagements

"Elons warning about a rough [--] months has got me thinking about the potential of $TSLA hitting double digits. I think thats unlikely but if it does I will be looking under the couch cushions to make sure I can pile in"
X Link 2023-05-18T11:07Z 36.5K followers, [---] engagements

"Thoughts on $EOSE - A Long Post I have seen many people talking about $EOSE lately and was asked by @stonksreddit and @brynkahrl to look into it. This is a very preliminary take based mostly on a spaces Bryn held last night to discuss the bull case. Im open to being wrong and changing my mind but from what I see so far it doesnt have me very excited about the risk/reward tradeoff. Heres why: Long Duration Energy Storage (LDES) One of the primary advantages EOSE touts is that its tech can steadily discharge overnight rather than the 2-4 hours you might get from a lithium ion battery. If we"
X Link 2023-05-22T00:56Z 46.8K followers, 102K engagements

"@RyanTHawks @bradsferguson My original point was that most of the tweets that came across my feed were talking about how $EOSE was going to moon once the DOE loan came through so it seemed pumpy to me. I understand that people who did more work might take offense to my tweet which is why I deleted it"
X Link 2023-05-22T14:48Z 34.4K followers, [--] engagements

"This $NVDA guidance of 50% sequential revenue growth is a very very big deal. Not just for Nvidia but for AI and the broader economy. The age of AI is here. Right now"
X Link 2023-05-25T00:26Z 36.5K followers, [---] engagements

"Wild that $NVDA has added over $225B to it's market cap and is now flirting with the $1T mark. How many people had that outcome on their bingo card for this week"
X Link 2023-05-25T12:19Z 36.5K followers, [--] engagements

"@farzyness @DanMack51 @LimitingThe I'm [--]. Jeans and no shirt. Also socks and mittens though"
X Link 2023-05-25T20:13Z 36.5K followers, [--] engagements

"$PTON is now down to a $2.5B market cap after a series of blunders. Recalls revenue declines endless cash flow burn etc. As a user I can say that I love this product and it'd be a shame for the company to go bankrupt. Would be a great candidate for a buyout by $AAPL imo"
X Link 2023-05-26T02:02Z 42.1K followers, [----] engagements

"GM's first vehicle with the NACS built-in will be in [----]. I like the decision but can't we do any better on execution"
X Link 2023-06-08T20:34Z 34.5K followers, 29.7K engagements

"I never thought Mary leading would be such a big $TSLA catalyst"
X Link 2023-06-09T12:33Z 36.5K followers, [--] engagements

"$TSLA short sellers this past month. https://t.co/a4kITBxvcb https://t.co/a4kITBxvcb"
X Link 2023-06-15T00:17Z 44.2K followers, [----] engagements

"@WholeMarsBlog Who could have possibly guessed this was a bad idea"
X Link 2023-06-28T02:48Z 36.5K followers, [----] engagements

"Join me and others live now to discuss $TSLA and markets"
X Link 2023-06-27T16:04Z [--] followers, 11.9K engagements

"@StonksReddit $EOSE bulls blocked me too"
X Link 2023-06-27T19:30Z 36.5K followers, [--] engagements

"@bradsferguson @heyitsyashu I'm hoping this is just the first "dipping of the toe" into advertising. If it ends with this and Elon says "we tried it and it didn't work" I'd be disappointed"
X Link 2023-06-27T20:38Z 36.5K followers, [--] engagements

"Entergy had multiple () errors when trying to simply add two numbers together. This is in their official Integrated Resource Plan filed with state regulators I thought perhaps I'd been too critical of utilities on this platform but perhaps it's the opposite"
X Link 2023-06-29T14:55Z 36.5K followers, [----] engagements

"@PaperBagInvest @investor_daddy I was modeling this out earlier today and if the economics are anything close to what @daschreiber described it's a fantastic way to accelerate growth. That said: 1) It's at least very debt-like even if it's not technically debt 2) Calling this arrangement Synthetic Agents"
X Link 2023-06-30T00:37Z 36.6K followers, [--] engagements

"@investor_daddy @PaperBagInvest @daschreiber Which is also debt-like imo. Anyway I support this move. Daniel and Shai have painted a very clear vision of the future and Im in. Now we wait to see the execution"
X Link 2023-06-30T01:24Z 36.5K followers, [--] engagements

"For those of you who want a quick primer on the $LMND investment thesis check out this video I made with @bradsferguson. It covers the basics as well as @daschreibers recent Synthetic Agents announcement"
X Link 2023-07-01T16:48Z 34.5K followers, [--] engagements

"@brynkahrl @WOLF_Financial Not sure why they werent before Congrats on the $EOSE run btw"
X Link 2023-07-02T01:14Z 35.4K followers, [--] engagements

"This is one of the single best pieces of $TSLA research Ive ever seen. Its original in depth and balanced but it also challenges some of the claims made by @elonmusk. Jordans videos have an extremely high work-to-viewers ratio so please consider supporting him on Patreon"
X Link 2023-07-08T15:12Z 36.5K followers, [---] engagements

"@TSLAFanMtl @TeslaLarry Same actually"
X Link 2023-07-09T06:16Z 36.5K followers, [----] engagements

"@the_tuolomee @PaperBagInvest @PicturesFoIder In that case it's very accurate. I pretended to be a bird of paradise tonight and got right up in my wife's grill to show off my amazing dance moves"
X Link 2023-07-10T02:16Z 44.2K followers, [---] engagements

"@elonmusk @imPenny2x Never stop thrusting"
X Link 2023-07-10T05:45Z 36.5K followers, [----] engagements

"These are great ads from @Lemonade_Inc which get to the heart of the value proposition for customers. I can't wait to see @tesla do something similar soon"
X Link 2023-07-11T00:48Z 36.5K followers, 12.8K engagements

"@elonmusk @farzyness Do you think the first paid Tesla robotaxi ride will happen in 2024"
X Link 2023-07-11T02:37Z 36.5K followers, 10.1K engagements

"FSD Beta failed the Wife Test yet again today. Its getting better but still has a ways to go before she prefers its driving to mine"
X Link 2023-07-11T01:02Z 44.2K followers, 12K engagements

"Can any of the $RIVN bulls explain to me how the company gets from -81% gross margins to something (anything) positive I would love to see the commentary on how they do this coupled with a reasonable DCF which shows the company is undervalued"
X Link 2023-07-11T17:24Z 45.1K followers, 90.3K engagements

"I suspect this is an impossible task unless resorting to an overly-simplistic model. So much of the commentary I've heard around the upside potential for $RIVN relies on $TSLA being a good comp. This ignores the fact that $TSLA never had anything near -81% gross margins"
X Link 2023-07-11T18:49Z 36.5K followers, [----] engagements

"@sameershaik_1 In Q2 [----] (the 1st qtr of Model S deliveries) $TSLA posted automotive gross margin of 8.6%. In Q4 [----] (1st qtr of R1T deliveries) $RIVN posted -709% gross margins. This is not something to be glossed over lightly. How specifically does $RIVN slash unit COGS in half from here"
X Link 2023-07-11T20:09Z 36.5K followers, [----] engagements

"@theschnell3 The designs of the R1S and R1T are amazing and I love those cars. But those designs are also why the company is miles away from profitability even at the gross margin level"
X Link 2023-07-11T21:44Z 36.5K followers, [----] engagements

"@freshjiva I'm pretty sure they designed the thing to be way too complex and are building it in a factory which is significantly underutilized"
X Link 2023-07-11T18:11Z 44.2K followers, [----] engagements

"@hamids But how does that translate to them being profitable let alone undervalued Here's what I think is a pretty generous set of assumptions around [----] volumes and gross margins but still they can't cover their current O&M run rate. I'm genuinely curious in the bull case"
X Link 2023-07-11T19:56Z 36.5K followers, [---] engagements

"@hamids I excluded the R1 line because we both seemed to agree it would not be a source of profit. Adding it in at a 5X revenue multiple when the gross margin is negative strikes me as wishful thinking. But even adding it in at positive gross margins and giving a [---] P/E ratio results"
X Link 2023-07-11T20:45Z 36.5K followers, [---] engagements

"@hamids I called $TSLA in [----] using a PE ratio. The thing that made Tesla rise at that precise time was that they flipped to profitability in Q3 [----] had a path to improve gross margins and also had outstanding operating leverage & FCF generation. I don't see how $RIVN pulls off"
X Link 2023-07-11T22:03Z 36.5K followers, [---] engagements

"Redemption in the works with pulled pork tonight"
X Link 2023-07-13T17:56Z 36.5K followers, [----] engagements

"@TesObs @WholeMarsBlog @bradsferguson @WR4NYGov @Zerosumgame33 @TeslaBoomerMama He deleted his absurdly optimistic projections which I called out (1st screenshot). He also claims he wasn't wrong about $TSLA. When I gave some thoughtful but mild pushback on $EOSE I was personally attacked with a lot of this kind of stuff (2nd screenshot)"
X Link 2023-07-14T19:38Z 35.2K followers, [--] engagements

"@TesObs @WholeMarsBlog @bradsferguson @WR4NYGov @Zerosumgame33 @TeslaBoomerMama $EOSE may or may not pan out I agree that there is some stuff to like with the company (in addition to heaps of risk). But when a community lashes out so aggressively against anyone with thoughtful mild criticism it is a big red flag to me"
X Link 2023-07-14T19:41Z 36.5K followers, [--] engagements

"So @elonmusk sounds extremely confident on this xAI call that they've actually figured out the FSD problem. It will take time for this to roll forward into great public builds but his use of past-tense in reference to this problem is very noteworthy imo"
X Link 2023-07-14T20:51Z 55.8K followers, 653.7K engagements

"$TSLAQ is coming out of the woodwork to reply to this tweet The irony of them bashing @elonmusk for being wrong on his FSD timelines is pretty rich; this is the group that has been wrong on everything for the past five years"
X Link 2023-07-14T22:28Z 36.5K followers, 53.1K engagements

"@stevenmarkryan @farzyness Ok I'll give it a go. But I'm going to use your referral code not Farzad's"
X Link 2023-07-15T07:06Z 36.5K followers, [----] engagements

"Whooooaa Tesla in discussions to license FSD Absolutely huge news"
X Link 2023-07-19T22:40Z 34.2K followers, 18.2K engagements

"@TSLAFanMtl If your bear case has assumptions for robotaxi revenue its probably not all that bearish"
X Link 2023-07-20T13:03Z 36.5K followers, [----] engagements

"If I were running @Ford I'd be looking at the EV business' -102% EBIT margin coupled with rising inventory and realize the current plan is most likely unsustainable. Buying / licensing the entire powertrain + autopilot system from @tesla would deliver the lowest cost and maximum customer value. From there Ford could design iterations which are well suited to their current customer base and focus more of their attention around areas which are more in line with their core competency - design and final assembly. Trying to play catch up to Tesla on powertrain efficiency and software is a losing"
X Link 2023-07-21T13:24Z 34.5K followers, 182.9K engagements

"Is $DOGE coming to X soon"
X Link 2023-07-27T00:05Z 36.5K followers, [----] engagements

"Much credit to Bryn for his transparency and willingness to change his mind on $EOSE. While many of the bulls on this trade resorted to petty personal attacks on me when I pushed back on their thesis Bryn was always focused on the risk/reward"
X Link 2023-08-07T00:18Z 36.5K followers, 23.1K engagements

"$EOSE Managements response is worth a read. The excerpted bit below is the key bit imo. At this point its likely not fraud from their management team but I would be highly skeptical of their customers ability to finance this project"
X Link 2023-08-07T00:20Z 36.5K followers, 14.7K engagements

"Project finance lenders absolutely loathe risk of any kind including technological. Getting funding for new batteries which dont have a commercial operating history is a big ask so a key question for me is how much of the rest of the EOSE pipeline is subject to financing risk"
X Link 2023-08-07T00:19Z 36.5K followers, [----] engagements

"What is @CorySteuben going to do next Wrong answers only"
X Link 2023-08-01T21:17Z 34.4K followers, 100K engagements

"This seems like the right take wrt LK-99. Ive seen lots of takes on how this will discovery will change everything with a common example of lossless energy transmission. I have two problems with this. First energy losses as a % of total delivered energy cost are quite small. Second the cost to fabricate this material will almost certainly be higher than the cost of conventional transmission. This is certainly a big discovery and I am excited to follow the progress. But I suspect many of the use cases will have similar cost/benefit trade offs (not to mention significant time to"
X Link 2023-08-03T00:00Z 35K followers, 36.3K engagements

"@jonathandevice @jamesdouma I was aware of this issue long before Elon made the comment. Interconnection in general is possibly the biggest hurdle we're facing right now"
X Link 2023-08-07T02:29Z 36.5K followers, [---] engagements

"I appreciate the fact that you're sharing your personal story in such an honest way. I went through a similar journey a few years ago and found somewhat surprisingly that achieving goals that previously seemed impossible was not on its own a source of meaningful fulfillment. Doing work you're passionate about is a good way to keep meaning in your life but pouring yourself into that (to the extremes you have) can understandably lead to burnout. I'm confident you'll find the right balance as you work through this. I went back to our first conversation recently and it was interesting to hear how"
X Link 2023-08-10T18:50Z 44.2K followers, [----] engagements

"Hopefully FERC will mandate a more holistic approach than the current system which is inherently piecemeal planning for most ISOs. but that will take a very long time to implement even if they do issue a new rule. Honestly this looks to me like a new reality which will lengthen project development timelines and therefore increase the risk these players have to eat"
X Link 2023-08-12T01:36Z 36.5K followers, [---] engagements

"Thoughts and prayers. $EOSE"
X Link 2023-08-14T20:20Z 41.9K followers, 40.6K engagements

"This $EOSE price action after hours has been wild. The company will release earnings any minute and I assumed their results were dropped when I initially tweeted this. Now it's up 5%. I have no position but this kind of price action is inherently interesting"
X Link 2023-08-14T20:42Z 36.5K followers, 13.5K engagements

"@MariusFabry @dmottco The first rule of investing $EOSE is that you can't criticize $EOSE Honestly it reminds me a bit of the "Lunatics" who were extremely tribal and aggressive with promoting Terra Luna as an investment. Bit of a pink flag for me as an investor"
X Link 2023-08-14T20:47Z 34.1K followers, [----] engagements

"@RsnblAssurance @JordanSolace I thought it was pretty obvious that I was doing it 1) for the lulz and 2) because that kind of movement is inherently interesting. But given the feedback a lot of people thought it was some kind of posturing"
X Link 2023-08-14T22:50Z 36.5K followers, [---] engagements

"@pwallmann5 @StonksReddit And btw one of the reasons I keep coming back to this name is because so many of the bulls seem absurdly unreasonable. Ive been pretty thoroughly bashed for what I think is a pretty mild tweet. Meanwhile folks in the $EOSE camp are posting things like this"
X Link 2023-08-14T23:48Z 36.5K followers, [--] engagements

"Apparently getting older means having nasty looking bruises on a regular basis from gently bumping into things"
X Link 2023-08-15T01:52Z 36.5K followers, [----] engagements

"Wow real-time prices for electricity in ERCOT are now at around $2000/MWh in most locations. For reference a normal price is more like $20-$50"
X Link 2023-08-17T19:08Z 44.3K followers, 412.5K engagements

"The @Tesla Megapack XL is [---] MWh meaning in an event like this discharging fully is worth $7800. That means that just one full discharge is worth 0.3% of the total capital cost of a Megapack. That's pretty bonkers"
X Link 2023-08-17T19:18Z 36.5K followers, 325.7K engagements

"Texas Hub prices in MISO are in the normal $27 range. Meanwhile ERCOT is 100x higher than this right now. Probably a good indication that more transmission is needed"
X Link 2023-08-17T19:26Z 36.5K followers, [----] engagements

"@BradMunchen @bbm010 How would changing the useful life impact FCF"
X Link 2023-08-18T13:55Z 42.3K followers, [----] engagements

"@bsdpdx @brollbenny Thats your delivered cost. I was comparing wholesale prices to wholesale prices it really is 100x normal"
X Link 2023-08-18T16:06Z 36.5K followers, [---] engagements

"Ive caught a ton of flak from the $EOSE crowd for poking fun when their stock went down. I dont have a position but this is a great rebuttal to my previous jokes"
X Link 2023-08-19T03:16Z 36.5K followers, 10.8K engagements

"@schun001 If I was a bull youd have no issue with the amount of research Ive done. I dont like the round trip efficiency I dont think the market is big enough for medium duration and I dont like the risk / reward of trying to ramp up new manufacturing at the current price"
X Link 2023-08-19T09:04Z 36.5K followers, [---] engagements

"@compulyze At a minimum it prompts some self censorship on topics which can easily detract from the fruitfulness of a conversation"
X Link 2023-08-19T23:49Z 44.2K followers, [---] engagements

"Ive seen variants of this argument from lots within the $EOSE community but I hope its not an earnest criticism because it doesnt make any sense. The hours of storage is the maximum length you can sustain the maximum discharge. So a [--] MWh / [--] MW Li-ion 🔋 can do [--] hours of [--] MW but it can also do [--] hours at 0.4MW. Lithium ion can do all the things MDES like Z3 can do but the reverse is not true"
X Link 2023-08-21T11:15Z 36.5K followers, [----] engagements

"Name that company:"
X Link 2023-08-21T15:32Z 53.5K followers, 12.9K engagements

"Theres an annual event in Detroit where a bunch of classic cars drive down Woodward Ave. Its pretty cool to see these cars but the smell is unbearable. Im looking forward to a future where it isnt normal for our kids to breathe in these fumes"
X Link 2023-08-23T11:00Z 36.5K followers, [----] engagements

"The $EOSE community expects that a DOE loan award will lead to a gamma squeeze and then the moon. But what happens if there is no additional buying of the underlying Market makers will sell to stay delta neutral and all the capital in those ST call options will vanish. NFA"
X Link 2023-08-23T13:38Z 36.5K followers, 19.5K engagements

"Are there parts of the $TSLA investment thesis that you used to believe but don't anymore For me it's solar roof. I thought this would be driving tens of billions in rev by later this decade but now I have little confidence that they'll figure out the installation cost"
X Link 2023-08-24T01:29Z 36.5K followers, 32.2K engagements

"Shameless plug time: I have never attended a @tesla event and Im trying to get to the Cybertruck delivery event so that I can crush @farzyness in a hot wing showdown. If youre buying a new Tesla soon please consider using my referral code"
X Link 2023-08-24T14:38Z 36.5K followers, 13K engagements

"Is FSD basically solved And how much more time/data is needed before this becomes a widely accepted fact"
X Link 2023-08-26T02:28Z 36.5K followers, 30.3K engagements

"@ilscorcho @Cluster_6 @AlPutino @x_times_1 The point is that this is bad news for companies like $EOSE though it certainly isnt great news for Tesla"
X Link 2023-08-26T22:07Z 36.6K followers, [--] engagements

"I've been diving into the issues on the grid in a fair amount of detail lately. The implications for new load like data centers seem pretty drastic particularly if interconnections drag out the process at a time when compute demand is increasing exponentially. I heard a quote on this topic from @shaylekann which I've been thinking about quite a bit lately: "Data centers generally speaking are somewhat price insensitive but time sensitive". I'm pretty confident there's a good investment thesis here. Trying to pin it down with the @Rebellionair3 team"
X Link 2023-08-28T01:45Z 36.5K followers, [----] engagements

"No need @jamesdouma I already know all that I need to know"
X Link 2023-08-28T02:01Z 36.5K followers, 10.3K engagements

"My wife tried driving FSD Beta for the first time today. While she didnt hate it she also didnt love it. It was a good reminder for me adoption of FSD is a very complex equation that incorporates more than just safety and convenience"
X Link 2023-08-29T22:44Z 36.7K followers, 34.3K engagements

"@farzyness @YouTube @elonmusk @RobertKennedyJr YT really hates @RobertKennedyJr for some reason"
X Link 2023-08-31T15:32Z 36.5K followers, [----] engagements

"$EOSE is up 50% after hours after receiving their expected DOE loan this afternoon. While I wouldnt short the stock here I also really dont want to own it. As Ive said publicly before I thought the loan was likely to come through and that it would be a meaningful catalyst. The reason Im cautious is that 1) Im skeptical of the sustainability of this pop 2) Im also skeptical that the economics of their battery make sense for a sustained GW-scale deployments in the long term and 3) even if the demand is there scaling profitably is incredibly hard. I wish the company and its investors every"
X Link 2023-08-31T23:29Z 36.5K followers, 16.9K engagements

"I've been working with @bradsferguson on high-level valuation for the Tesla Bot opportunity. Our Base Case is for incremental value of $11.9T or $3415 per share. This is on a present value basis"
X Link 2023-09-01T17:48Z 36.5K followers, 211.2K engagements

"@thejefflutz @loopholelifstyl @bradsferguson Well said. I really value input from others like you who have different skill sets and world views from my own. As an investor I want to digest the best possible bear case for any stock in which Im invested. Highlighting some areas that I found concerning was my primary aim"
X Link 2023-09-02T17:14Z [--] followers, [---] engagements

"True but Id argue thats a silly way to make the adjustment since it essentially assumes any amount of deferred FSD revenue should never hit the income statement. The better methodology would be to adjust the historical periods upward for the amount of FSD revenue which was deferred but is now recognizable going forward. Of course this is harder to do so I doubt any banks will do it this way"
X Link 2023-09-04T15:50Z 36.5K followers, [---] engagements

"@EtcheFabien @bguan69 Your point on my point #4 would be relevant if the OP had done a DCF but since he chose a P/E ratio you still have to account for GAAP taxes"
X Link 2023-09-04T22:38Z 36.5K followers, [---] engagements

"Just saw this banner ad for a Lucid. While I advocate for Tesla to try some educational advertising for the love of all things holy don't make it as soul-crushingly boring as this"
X Link 2023-09-05T17:03Z 36.5K followers, 10.9K engagements

"11.4.7 seems to be a significant step forward for most drivers. In my experience its neutral or maybe even [--] step back. Strange what a disparity we are seeing based on the location of the user. Im curious how @tesla will solve for this"
X Link 2023-09-06T17:34Z 35.5K followers, 15.3K engagements

"@StonksReddit @Rebellionair3 @bradsferguson I'm sorry but it's a bit silly to accuse others of a disconnect when $EOSE is checks notes 86% off your price target for this week. https://x.com/StonksReddit/status/1697392703426715797s=20 $EOSE to $20 by next week you're nuts if you understand the levers and actors involved and can't add it up. i'm sorry. this thing is juiced past conventional valuations. if you know the history of this stock you know. https://x.com/StonksReddit/status/1697392703426715797s=20 $EOSE to $20 by next week you're nuts if you understand the levers and actors involved"
X Link 2023-09-07T14:36Z 51.8K followers, [----] engagements

"This type of short-term focus was one of the things I found so off-putting from many commentators in the stock. I criticized this type of "pumping" and was in turn roundly accused by many $EOSE bulls of being condescending. I will not hesitate to criticize wildly optimistic short-term trading expectations because investors can and do get hurt by this level of over-optimism. As one concrete example there are still 145K call options expiring next week. These were touted by many bulls as a great play on the DOE loan. Well the loan came through but those options got torched. I think we have a"
X Link 2023-09-07T14:46Z 36.5K followers, [---] engagements

"hahaha alright that's great pushback To be clear my issue is primarily around short-term expectations that can push people to take risky bets on timing. If you think $EOSE (or $TSLA) can 10x in the medium or long term that's a much different claim than saying the stock will 4x in [--] trading days"
X Link 2023-09-07T15:28Z 34.1K followers, [----] engagements

"I found myself cracking up out of the blue the other day just when thinking about the fact that this meeting actually took place. This picture couldn't sum it up any better"
X Link 2023-09-07T17:59Z [--] followers, 82.3K engagements

"@Kristennetten @Xenius101 @WholeMarsBlog Well it was a genius move"
X Link 2023-09-07T18:27Z 44.3K followers, [---] engagements

"That's a great point. In a similar vein is the fact that GM announced a partnership with Nikola. It should have been extremely easy to do some basic diligence around their vehicles & technology claims. The fact that they didn't do this but were seemingly more interested in the PR is a huge knock against GM's reputation imo"
X Link 2023-09-07T18:38Z 36.5K followers, [----] engagements

"@eduw4rdo Its a coffin and it will hold all the dead ICE brands"
X Link 2023-09-07T20:49Z 43.6K followers, [---] engagements

"Do we have any info yet on the kWh specs of the Powerwall 3"
X Link 2023-09-08T13:12Z 36.5K followers, 137.2K engagements

"@MatthewDR @x_times_1 Ha Im very much not in $EOSE but Ive been interested in watching the story unfold"
X Link 2023-09-10T09:02Z 36.5K followers, [---] engagements

"Great report and I love the PT increase But I simply can't get past the fact that they chose this particular adjective: "Tesla's cars are sensor encrusted robots.""
X Link 2023-09-11T01:48Z 36.5K followers, [---] engagements

"@elonmusk @SystemUpdate_"
X Link 2023-09-11T12:57Z 34K followers, 27.4K engagements

"Imagine burning the midnight oil to read @WalterIsaacson's new book on @elonmusk just to find some ammo for a hit piece like this. Choosing this one anecdote to spread to your (tiny) audience tells much more about your bias than it does about Elon"
X Link 2023-09-12T13:13Z 34.4K followers, 30.6K engagements

"Really looking forward another CPI print tomorrow which shows inflation is dead. And also the comments from JPow next week about why we need both CPI and the economy to stay dead"
X Link 2023-09-12T20:58Z 36.5K followers, [----] engagements

"It's probably wise to be wary of wealthy socialists"
X Link 2023-09-13T12:55Z 35.2K followers, [---] engagements

"@TSLAFanMtl If the existing fleet can also become robotaxis then it makes a ton of sense to use Gen [--] for the bulk of rides which will be [--] passenger then use the M3 and MY to service multiple passenger requests"
X Link 2023-09-13T18:26Z 36.5K followers, [----] engagements

"@TeslaBotJournal @WalterIsaacson Fair though the fact that the least interesting challenge is still interesting is noteworthy"
X Link 2023-09-13T18:30Z 36.5K followers, [---] engagements

"@justin__irl @TSLAFanMtl This is the product that will make it uneconomical to even operate a fully paid-off ICE car. When the levelized total cost of a robotaxi ride is lower than the marginal cost of ICE the traditional OEMs will be dead and $TSLA will be worth trillions"
X Link 2023-09-13T18:45Z 36.6K followers, [---] engagements

"@SoCalEVs @DirtyTesLa @TeslaClubSoCal @FthePump1 @teslaownersmi Is it as empty as it looks there"
X Link 2023-09-13T20:04Z 36.5K followers, [---] engagements

"The DOE issued a great new report on VPPs this morning. VPPs are going to be a key mechanism for managing electricity supply and demand in a more intelligent way going forward. This will become increasingly important over time. For example just look at how the volatility of net load is expected to increase by [----] Electricity is already the single most volatile commodity price in the world (name another asset whose price regularly changes by +200% in a matter of hours and is frequently negative). If this chart is correct it stands to reason that price volatility could actually increase"
X Link 2023-09-14T12:30Z 36.5K followers, 14.6K engagements

"@bradsferguson @ARKInvest @garyblack00 If Tesla can actually solve this the implications are completely staggering. Also Im surprised by how much that thumbnail makes me laugh 😂"
X Link 2023-09-15T11:25Z 36.5K followers, [----] engagements

"@madmanx89 This is exactly right. People who have been talking about autobidder as some type of magic money printer got way too excited"
X Link 2023-09-15T11:26Z 36.5K followers, [---] engagements

"I did an internship in GMs Employment Cost Analysis group [--] years ago and spent a lot of time talking with people directly involved in the UAW negotiations around that time. The tales they told were bizarre. UAW reps giving intense staredowns when the GM reps were doing polite intros. Standing too close as if a physical altercation were possible. Even following folks out to the parking lot in a menacing way. I want to be clear that no actual physical contact ever occurred but these type of low-brow tactics put a sour taste in my mouth for the UAW. Not to mention the absurd and persistent"
X Link 2023-09-15T15:32Z 34.5K followers, 210.8K engagements

"For those who read @WalterIsaacsons new book on @elonmusk how did it impact your perception of Elon"
X Link 2023-09-16T03:26Z 36.5K followers, [--] engagements

"Im pretty disappointed that the conversation has resorted to personal attacks rather than debating the merits of each individual investment. That is a low-brow debate. You are absolutely correct that $LMND has sucked as an investment over the last two years. So has $EOSE over the last two weeks. But investors need to be forward looking. I like LMND at this valuation (trading at a discount to their cash balance) a lot more than I did two years ago so accordingly its a much higher allocation in my personal portfolio now than it was. Ive intentionally avoided trying to kick $EOSE investors when"
X Link 2023-09-17T16:43Z 34.7K followers, [---] engagements

"All-in doesnt mean 100% allocation to a single stock but it does mean concentration significantly higher than most financial advisors would think to be safe. Everyone has their own unique risk tolerance goals financial spending patterns etc. so one-size-fits-all approaches are unwise imo. Anyway thanks for taking a look but perhaps if you werent just trying to find a gotcha you might have come away with a different perspective"
X Link 2023-09-17T17:07Z 36.6K followers, [---] engagements

"@elonmusk @jamesdouma Human biological hardware and software inevitably degrade over time. Pretty nuts to imagine a future where the software and hardware improve perpetually and where production and use cases also scale exponentially. The implications are absolutely bananas"
X Link 2023-09-24T19:23Z 36.5K followers, [----] engagements

"@TeslaDiva99 @imPenny2x @TheTeslaHoe I try very actively to curate my feed to avoid that stuff that you find so cringe. Its true that people are trying to game the monetization now. Im mostly muting the worst offenders. But theres still plenty of good debate and independent thinking on X. I disagree with Elon on"
X Link 2023-09-25T02:07Z 36.5K followers, [--] engagements

"FSD Wins Two New Converts in [--] Hours Ive shared many stories recently about how FSD hasnt yet passed the wife test. That abruptly and unexpectedly changed this weekend. We had a [--] minute drive on Saturday morning and my wife wanted to drive the Tesla. She did and I suggested she try FSD on the highway. In her past experience with FSD she was the passenger and therefore only saw/felt the mistakes and the occasional jerky behavior (therefore her perception only picked up on the negative aspects). But now as the driver she was able to experience firsthand the stress-reducing abilities of FSD"
X Link 2023-09-25T12:43Z 55.8K followers, 428.9K engagements

"@Equilibrium_420 @SawyerMerritt Honda builds lawnmowers and also quantum supercomputers"
X Link 2023-09-25T17:00Z 35K followers, [--] engagements

"@elonmusk Way to go @Harvard thanks for leading the country in the suppression of free speech"
X Link 2023-09-26T14:20Z 36.5K followers, [----] engagements

"@freshjiva I think I was projecting $TSLA to hit $8 in EPS this year. Also long $LMND for years though I'm still extremely bullish on them tbh"
X Link 2023-09-26T17:17Z 34.3K followers, [----] engagements

"In a sane world the President would be trying to solve the border situation and the automotive CEO would be talking to striking workers. How is it that we ended up with the roles flipped"
X Link 2023-09-29T00:26Z 36.5K followers, 29.6K engagements

"Met Optimus today and tried to make a good first impression. But I think he was offended that I kept taking pictures of his body parts"
X Link 2023-09-29T14:20Z 36.6K followers, 34.8K engagements

"FSD Beta launch in Europe expected in Q2 [----]. This is a big catalyst imo but one which most people arent tracking closely"
X Link 2023-09-30T13:22Z 36.5K followers, 45.7K engagements

"@Strahlberger @bradsferguson It's a false dichotomy to assume we either need lower prices or ads"
X Link 2023-10-04T12:39Z 44.2K followers, [---] engagements

"Atlanta Fed is still estimating Q3 GDP growth to come in at 4.9%. What are they smoking and where can I get some"
X Link 2023-10-06T11:51Z 36.5K followers, [----] engagements

"The resistance to advertising reminds me of the story from Walter's book about @elonmusk insisting that the Gen [--] Platform be designed without a steering wheel. It makes sense in the long term and could be viewed as a sort of "burn the ships" strategy which really motivates the team to solve autonomy. But I'm sure as hell glad that Franz was able to argue for a compromise that would avoid an extremely costly design flaw in the event that Elon's timeline proves too optimistic"
X Link 2023-10-06T12:27Z 36.5K followers, 181.2K engagements

"You aren't really hearing my point if you think I don't understand why this could be better long term. Hence the "burn the ships" comment in my original post. But I've met soooo many people who have wild misconceptions about Teslas so I think trying out a serious campaign of educational advertising would be a wise thing to do for the mission and for the financial health of the company"
X Link 2023-10-06T14:18Z 36.5K followers, [---] engagements

"@Benditnan @elonmusk Educating the general public about the benefits of EVs is squarely in line with the mission of accelerating the transition to sustainable energy. I know a lot of people who bought an ICE car who could afford a Tesla but had misconceptions about the ownership experience"
X Link 2023-10-06T14:22Z 36.5K followers, [----] engagements

"People who think charging an EV is stressful also regularly do this. We need to educate the public"
X Link 2023-10-07T16:41Z 35.5K followers, 25.9K engagements

"Does anybody else find it a little bit gross that Northrup Grumman stock is up 11% today"
X Link 2023-10-09T15:24Z 36.5K followers, 25.3K engagements

"@DRK1610 I dont have a solution but I cant help but think its a horrible silver lining to have some investors benefit from tragedy like this"
X Link 2023-10-09T16:30Z 35.2K followers, [---] engagements

"@bradsferguson That's pretty interesting. I do think there's still a scalability and cost issue for many of these players"
X Link 2023-10-10T00:26Z 44.2K followers, [----] engagements

"@elonmusk @ThierryBreton Gotta love generic insinuations coupled with threats of enforcement action"
X Link 2023-10-11T13:05Z 55.8K followers, 341K engagements

"What other industry is so inept that they can fail to bill customers for [--] years while regulators opt not to enforce rules if the regulated entity says its too hard"
X Link 2023-10-12T11:59Z 36.5K followers, 11.3K engagements

"Join Bradford and I to discuss different views on the $TSLA buyback"
X Link 2023-10-12T12:24Z 36.5K followers, [----] engagements

"This strikes me as a very important comment. Im not sure I fully believe that this is true but it certainly does make sense that it could be. And if it is the implications for both FSD and Optimus are I think rather staggering. Im sure glad to be long $TSLA and I would urge anyone who is short to think deeply about this topic if they havent yet done so"
X Link 2023-10-15T16:23Z 34.2K followers, 123K engagements

"$TSLA Q3 EPS Forecast Tesla will be reporting earnings in [--] hours and I am projecting the company to post Adj. EPS of $0.81 modestly higher than the $0.74 Wall Street Consensus forecast. Price cuts for the S/X were particularly steep this quarter. In combination with the more moderate price cuts in the Model 3/Y and the lower overall deliveries I'm projecting automotive revenues to decline to $19.69B. Included in this figure is an estimated $600M of Credits and $178M of deferred FSD revenue recognition. On the Energy side of the business I'm projecting storage deployments of [----] GWh and for"
X Link 2023-10-16T20:36Z 34.1K followers, 86K engagements

"@2weeksProbably Dude thinks CapEx impacts earnings ☠"
X Link 2023-10-17T10:37Z 44.2K followers, [---] engagements

"@thejefflutz Yes. Its a small impact but I do think theyll recognize some incremental deferred revenue due to the improvements on city streets"
X Link 2023-10-17T11:31Z 36.5K followers, [----] engagements

"@bradsferguson The other argument from here is that competition will come. That may be true eventually but for the time being there is not another great option especially at scale. CUDA is a huge advantage"
X Link 2023-10-17T13:54Z 36.5K followers, [---] engagements

"@thejefflutz @StockMKTNewz I think Cory may be on the job market again before too long"
X Link 2023-10-17T14:35Z 34.2K followers, [---] engagements

"Happy $TSLA Earnings Day to those who celebrate"
X Link 2023-10-18T12:45Z 36.5K followers, 16.6K engagements

"This strikes me as a bit of an overreaction. $TSLA"
X Link 2023-10-19T11:34Z 34.4K followers, 170.7K engagements

"If you believe in the multiverse then take comfort in knowing that there's a version of yourself out there which sold all your $TSLA yesterday to buy short term $NFLX call options"
X Link 2023-10-19T18:35Z 36.6K followers, [----] engagements

"Wow SolarEdge $SEDG guided for Q3 Revenue 20% below consensus and for Gross Margins to contract by over [----] bps sequentially Stock down 20% AH. This is more evidence of hard times for large consumer discretionary companies. $ENPH down 14% in sympathy"
X Link 2023-10-19T20:20Z 42.2K followers, 83.8K engagements

"@farzyness BREAKING: In a crushing blow to Tesla Toyota announces they will develop a new material which is capable of stopping 50mm machine gun fire. This innovative material is expected to be on all new Toyota trucks shipped in the [----] model year and beyond"
X Link 2023-10-20T18:24Z 34.2K followers, 15.8K engagements

"I recently asked @elonmusk whether he thought his tone was too negative on the Q3 call heres his unfiltered response:"
X Link 2023-10-21T14:45Z 55.8K followers, 582.8K engagements

"Funny how Elon changes his mind to something I've been advocating for a year yet people still think it's laughable to disagree with Elon on any topic whatsoever"
X Link 2023-10-23T16:25Z 34.1K followers, 40.7K engagements

"@WholeMarsBlog The reason people are still talking about it is because we've seen continued price cuts without any feedback from Tesla about what their plan is (at least until Elon's tweet this morning). It's exactly what I have been advocating - just test it out to see if it's helpful"
X Link 2023-10-23T16:49Z 34.1K followers, [----] engagements

"And as Elon pointed out in that tweet the advertising to date has been extremely small. So noting that "in Q3 the ads were run for the full quarter" just seems completely irrelevant in terms of expecting any meaningful sales volume from those tests. I'm just glad to know what they are doing now is for testing purposes and that a wider roll-out is planned. That seems like the right approach to me"
X Link 2023-10-23T16:54Z 34K followers, [----] engagements

"Would never have guessed that over two years later Elon and Kirkhorn would have been on the same number of calls"
X Link 2023-10-23T18:08Z 34.1K followers, [----] engagements

"I'm definitely not qualified to be prescriptive on their tactics so I'll happily defer to the Tesla team to "figure what works best" as Elon said. What I do think was obvious is that doing some small tests and then rolling out a bigger campaign (if the results from the test suggest it would be worthwhile) is needed in the face of the current level of demand"
X Link 2023-10-23T18:43Z 34.1K followers, [----] engagements

"@ekapobX @jamesdouma @WholeMarsBlog @bradsferguson Its much more the case that I believe the change in the companys fundamentals warrant the conversation not the change in stock price. Ive been advocating this on the way up as well"
X Link 2023-10-24T06:23Z 34.1K followers, [---] engagements

"@farzyness Couldn't agree more. In-n-out is not a good tasting burger and anyone who disagrees probably orders their steaks well done"
X Link 2023-10-25T23:29Z 34.1K followers, [----] engagements

"@farzyness Imagine if her comp package was directly tied to operational improvements and share price appreciation like @elonmusks. I suspect her decision-making would have been much different"
X Link 2023-10-26T14:06Z 34.2K followers, [----] engagements

"Cyber Beer deliveries have begun"
X Link 2023-10-27T19:16Z 34.3K followers, 10.7K engagements

"Does anyone out there still advocate for Modern Monetary Theory"
X Link 2023-10-28T01:15Z 34.2K followers, [----] engagements

"@WholeMarsBlog @herbertong found someone who made a coherent argument that Toyota would survive the transition to EVs"
X Link 2023-10-30T01:32Z 34.3K followers, [----] engagements

"Nick Colas' comments to @herbertong about $TSLA potentially needing to raise cash got @bradsferguson and I thinking. Just how bad would things need to get in order for $TSLA to actually be liquidity constrained Using Q3 results as a guide we calculated that @tesla would need to drop prices by $1500 in order to remain Free Cash Flow neutral. This assumes no changes to the COGS structure and that deliveries equal production (i.e. no cash flow impact of the P&D mismatch). In other words a $1500 price cut would allow Tesla to fund their current level of CapEx without drawing down their cash"
X Link 2023-10-30T20:44Z 34.7K followers, 97.4K engagements

"A lot of the depreciation / amortization on Tesla's income statement is related to vehicles and solar assets they own as well as operating leases so the analysis can get a bit wonky to adjust for those things. But if we just look at their PP&E disclosures in the 10-Qs we can see quarterly depreciation of about $750M related to true PP&E. That works out to be $1750 per car that gets plowed back into plant-related CapEx. You could cut the analysis another way and say total CapEx is $2B/Q so that works out to roughly $4700 per car but for a variety of reasons I'd argue that method doesn't really"
X Link 2023-10-30T21:12Z 34.5K followers, 11.3K engagements

"@xIronman777 @herbertong @bradsferguson @Tesla My view of the companys cash flow potential has changed drastically since then. I think its an asset to be able to change your mind in the face of new facts"
X Link 2023-10-30T23:55Z 34.4K followers, [----] engagements

"For Halloween I'm going out as "Depressed Elon Musk". My plan is to complain at every house that the candy hasn't seen any meaningful innovation in the last [---] years"
X Link 2023-10-31T17:04Z 34.3K followers, 16.8K engagements

"$LMND appears to have finally tamed their loss ratio Beats posted top and bottom line. Stock up 6% after hours"
X Link 2023-11-01T20:39Z 34.4K followers, [----] engagements

"@bradsferguson I dug into their coverage quite a bit after this and external flooding is excluded which would have been the biggest issue with the hurri-quake. CAT events were more or less "normal" in Q3 so this was a pretty clean quarter which shows how strong their underwriting has become"
X Link 2023-11-02T13:58Z 35.1K followers, [---] engagements

"Possibly the most important chart from the $LMND Q3 letter is this one. A fair knock on the company to date has been that predicted loss ratios are useless (and probably their AI sucks) if we don't see the predicted improvements translate to actual results of the business. With their "LTV 6" AI model predicting first-year loss ratios right in line with expectations we now have solid evidence that the company's claimed AI chops are in fact rooted in an actual structural advantage. I've always clearly understood the bull thesis on $LMND to be their ability to scale with phenomenal operating"
X Link 2023-11-02T18:27Z 34.4K followers, [----] engagements

"Possibly the most important chart from the $LMND Q3 letter is this one. A fair knock on the company to date has been that predicted loss ratios are useless (and probably their AI sucks) if we don't see the predicted improvements translate to actual results of the business. But we now know that the "LTV 6" AI model predicted first-year loss ratios with an incredible degree of accuracy. This is solid evidence that the company's claimed AI chops are in fact rooted in an actual structural advantage. And as with any good AI model the bleeding edge from last year is already outdated. I'm"
X Link 2023-11-02T18:36Z 34.6K followers, 11.9K engagements

"@x_times_1 FYI I initiated a small personal position in $EOSE over the last few weeks. My prior comments had primarily been around execution risk and an unfavorable risk/reward. At $1.55 the execution risk was well baked in IMO and I think the sentiment grew unnecessarily negative"
X Link 2023-11-02T19:21Z 43.5K followers, 11.5K engagements

"I meant it when I said I always try to be neutral on this stuff. Not to take a victory lap or anything (well maybe just a little bit) but I think the risks I highlighted mostly materialized. Point is - we should be debating facts and listening to counterarguments rather than yelling at people with whom we disagree"
X Link 2023-11-02T20:15Z 34.4K followers, [---] engagements

"@TeslaJLP @x_times_1 @RektTargaryen @Zerosumgame33 Did Zero actually bail or something I'm blocked and don't know what he's been saying"
X Link 2023-11-02T20:18Z 34.4K followers, [---] engagements

"@RektTargaryen @TeslaJLP @x_times_1 @Zerosumgame33 That's extremely good of you to say. Respect meter from me through the roof. As a Catholic I'm a big fan of reconciliation and of course I'm happy to forgive you and move on towards the more interesting stuff of debating the merits of the investment"
X Link 2023-11-02T20:42Z 34.7K followers, [---] engagements

"@StonksReddit May [--] EOSE was around $2.20 per share. I added between $1.55 and $1.78. Average basis is $1.69 which is a healthy amount lower than when I first looked at it plus the DOE loan has come through additional customer wins etc"
X Link 2023-11-03T11:18Z 34.4K followers, [--] engagements

"I think its kind of funny that you continuously assume Im talking about $EOSE to get internet exposure. Lets not forget that I initially took a look because you asked for my opinion TBH talking about EOSE has led to a lot of personal frustration and stress from all the crap that got thrown at me. Its fine if you dont believe me but the reality is that Ive commented about it and remain interested because 1) its a very interesting story 2) Im always looking for interesting investments and 3) I have experience in energy that leads me to be bullish on storage in general"
X Link 2023-11-03T12:59Z 34.7K followers, [----] engagements

"I'm not sure there is a company out there which has a more comprehensive approach to AI than $LMND. It obviously impacts their topline and loss ratios but they are also leveraging it exactly as ALL companies should be doing right now on the expense side. Automating processes building for scale etc. I've never been more bullish. Glad I added LEAPs before earnings"
X Link 2023-11-03T13:50Z 34.4K followers, [----] engagements

"Drew I'd love to have another conversation about the landscape. With regards to the claims in this video: 1) Tesla did not in fact "indicate a significant drawdown in their global production capacity". That statement is utterly false. 2) I'm honestly disappointed in the slowdown of the Giga Mexico plant but to say that it's "maybe even canceled" is pure conjecture. 3) His claims about EVs needing to be charged by a pure renewable mix in order to be actually environmentally positive were rebuked thoroughly like [--] years ago. I'm happy to provide sources if you think this point is reasonable"
X Link 2023-11-04T01:44Z 34.5K followers, [----] engagements

"I did see that. I think the inverse Zerosumgame might be a legit investment strategy In all seriousness I'm sad that so many people have lost money in some cases large sums. My commentary on the stock has been to try to provide some balance to what seemed to me to be an overly bullish take. I'm admittedly not nearly as deep into the investment thesis as the whole $EOSE crowd here but the algebra seems pretty straightforward to me. Either they have liquidity issues and are forced to dilute (or maybe even go bankrupt) or they can eventually get their manufacturing ramped up and it's a serious"
X Link 2023-11-08T01:00Z 36.5K followers, [---] engagements

"@bradsferguson @zerosumgame33 made the exact same mistake with $TSLA as he did with $EOSE - assuming the ramps and cash flows would happen immediately"
X Link 2023-11-08T13:11Z 34.8K followers, [----] engagements

"@Neil_X10 @Lemonade_Inc The headline says LMND did not disclose CAT losses and one of the Analysts actually asked that question on the call. I was pretty shocked by that; do these people not know how to read an earnings deck"
X Link 2023-11-08T19:33Z 34.7K followers, [----] engagements

"Market sentiment is at a very interesting point right now. Are you bullish or bearish over the next [--] months"
X Link 2023-11-10T12:33Z 34.7K followers, 46.4K engagements

"Two years ago today 🤣"
X Link 2023-11-10T20:00Z 34.6K followers, [----] engagements

"Im no lawyer but does Tesla actually have legal grounds to prohibit the resale of someone elses private property"
X Link 2023-11-12T01:33Z 34.8K followers, 266.9K engagements

"Do you think @elonmusk's "about [--] weeks" tweet regarding FSD V12 rollout is just a joke or serious timeline estimate"
X Link 2023-11-13T13:00Z 34.7K followers, 19.7K engagements

"Drove FSD beta at night tonight. It slowed down and veered unexpectedly then I noticed a pedestrian dressed all in black walking down the shoulder. It saw him before I did and therefore handled it better than I wouldve. Teslas perception is already superhuman and its planning will become so"
X Link 2023-11-14T23:58Z 34.9K followers, 111.8K engagements

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