#  @PhilFox43249797 Phil Fox Phil Fox posts on X about tesla, elon musk, inflation, china the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1487997055243010048/interactions)  - [--] Week [-----] -39% - [--] Month [------] +197% - [--] Months [-------] -1.80% - [--] Year [-------] -79% ### Mentions: [--] [#](/creator/twitter::1487997055243010048/posts_active)  - [--] Months [---] +42% - [--] Year [---] -38% ### Followers: [-----] [#](/creator/twitter::1487997055243010048/followers)  - [--] Week [-----] +0.80% - [--] Month [-----] +2.60% - [--] Months [-----] +16% - [--] Year [-----] +51% ### CreatorRank: [---------] [#](/creator/twitter::1487997055243010048/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [automotive brands](/list/automotive-brands) [finance](/list/finance) [stocks](/list/stocks) [celebrities](/list/celebrities) [us election](/list/us-election) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [currencies](/list/currencies) **Social topic influence** [tesla](/topic/tesla) #3459, [elon musk](/topic/elon-musk), [inflation](/topic/inflation), [china](/topic/china), [rivian](/topic/rivian), [fed](/topic/fed), [spacex](/topic/spacex), [$tsla](/topic/$tsla), [dems](/topic/dems), [money](/topic/money) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [StarShip (STARSHIP)](/topic/starship) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Optimus (OPTIMUS)](/topic/optimus) [Dogecoin (DOGE)](/topic/doge) [GrokCoin (GROKCOIN)](/topic/grok) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAMP (RAMP)](/topic/ramp) [StarLink (STARL)](/topic/starlink) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) ### Top Social Posts Top posts by engagements in the last [--] hours "@TeslaBoomerMama @TeslaBoomerPapa Ha ha. Incredible life story. Thank you Alexandra. 50yrs ago proposed to my wife 30min after met on Pensacola beach. Navy pilot leaving town didnt know each other well enough to write so we married & left town together. Best life partner ever" [X Link](https://x.com/PhilFox43249797/status/1644385546863509521) 2023-04-07T17:04Z [----] followers, [----] engagements "@4Mischief FBI Gestapo was recognized Why is FBI promoting racism w US tax funds Defund the FBI" [X Link](https://x.com/PhilFox43249797/status/1658309371900882946) 2023-05-16T03:12Z [----] followers, [----] engagements "@LordPente Hope you are right At some point market will realize 80% of global auto sales being divided between Tesla & Chinese OEMs we see it now in China Europe [----] America [----] BUT zero confidence in market awareness & timing we continue to put every penny in $TSLA & wait . . " [X Link](https://x.com/PhilFox43249797/status/1662779819816304646) 2023-05-28T11:16Z [----] followers, [--] engagements "@alex_avoigt BMW has its head in the sand wasting precious transition resources in chasing rainbows world-wide new auto sales 98% EVs by [----] biggest transition in auto industry in [---] yrs legacy companies will be marginalized by Tesla & Chinese OEMs to share 25% of the TAM" [X Link](https://x.com/PhilFox43249797/status/1678447219215671300) 2023-07-10T16:52Z [----] followers, [--] engagements "@DillonLoomis22 Never bet against Elon will these ppl never learn LIDAR & Radar advocates Cruise Waymo et. al. wasted Billions & are all doomed Tesla FSD V12 w only Cameras + AI solves autonomy & will eliminate 80-90% fatal accidents caused by human error" [X Link](https://x.com/PhilFox43249797/status/1695463112684572986) 2023-08-26T15:48Z [----] followers, [--] engagements "@DerektheCleric @WholeMarsBlog OEMs will be forced to license AI FSD from Tesla Google/Microsoft have AI talent but they lack: - 100s Petabyte RW database - 4M & exponentially growing global collectors - multiB RW AI infrastructure Tesla scales AI infrastructure [--] $B / yr Noone will catch up this decade" [X Link](https://x.com/PhilFox43249797/status/1695824262047653970) 2023-08-27T15:43Z [----] followers, [--] engagements "@TickerSymbolYOU Haha $NVDA is a great company but their growth is already priced in and hw gains will level off in2 yrs w competition $TSLA will soar exponentially for over a decade on FSD & Optimus growth well beyond $AAPL& $NVDA" [X Link](https://x.com/PhilFox43249797/status/1695924148218855910) 2023-08-27T22:20Z [----] followers, [---] engagements "@mitchellvii Kemp is a good governor Really Has corruption been normalized What are you smoking" [X Link](https://x.com/PhilFox43249797/status/1697586497266778570) 2023-09-01T12:25Z [----] followers, [--] engagements "@Sprinter99800 Ukraine = WWI like war of human attrition on front lines Russia has more young ppl to genocide than Ukraine perhaps Zelensky realizing he has been scammed by the Western Uniparty After all Ukrainian youth are sacrificed & Russia still occupies Ukraine then WHAT COMES NEXT" [X Link](https://x.com/PhilFox43249797/status/1701148407660691645) 2023-09-11T08:19Z [----] followers, [--] engagements "@EvasTeslaSPlaid @elonmusk Elon offers hope for the future of humanity" [X Link](https://x.com/PhilFox43249797/status/1701331710514757995) 2023-09-11T20:27Z [----] followers, [--] engagements "@alex_avoigt Hi Alex Nice chart illustrates plummeting EV battery costs accelerating exponential death of ICE age justifies Elons strategy passing lower Tesla COGS to consumers to build 10X market share in [--] yrs 20M Tesla sales in [----] looks more likely great time to be all-in $TSLA" [X Link](https://x.com/PhilFox43249797/status/1703746566995992852) 2023-09-18T12:23Z [----] followers, [---] engagements "@KanekoaTheGreat Ensures key Deep State players have access & security clearances thru upcoming election Should we expect global online activities during this US election like the last" [X Link](https://x.com/PhilFox43249797/status/1704466251353890857) 2023-09-20T12:03Z [----] followers, [--] engagements "@KReichley By mid-decade Gen3 will accelerate death of the ICE AGE who will buy an old ICE design @ 2X cost of a compelling futuristic automated Tesla EV Do the math 80% EV market share by [----] Legacy OEMs are [--] yrs behind & falling further behind" [X Link](https://x.com/PhilFox43249797/status/1704481126620762251) 2023-09-20T13:02Z [----] followers, [--] engagements "@GerberKawasaki Good question Ross 1/3 of the national debt coming to refi Govt will overprint/overspend what it needs Big [--] tech will survive but small bus screwed & Consumers squeezed Definitely NOT a soft landing Scary" [X Link](https://x.com/PhilFox43249797/status/1705610662116815264) 2023-09-23T15:50Z [----] followers, [---] engagements "@DavidSacks McConnell trading young Ukrainian lives for US foreign policy w China Isnt that genocide Do we need a war crimes tribunal" [X Link](https://x.com/PhilFox43249797/status/1705649622713094175) 2023-09-23T18:25Z [----] followers, [--] engagements "@GuntherEagleman Bush clan has destroyed DeSantis chances Paul Ryan didnt help either Why did DeSantis ever connect with these wierdos is it just money" [X Link](https://x.com/PhilFox43249797/status/1706585885150531685) 2023-09-26T08:25Z [----] followers, [--] engagements "@ManicContrarian People know that DeSantis is supported by Neocon Warmongers like the Bushes & Paul Ryan For those who dont support genocide of young people in Ukraine that makes DeSantis a nonstarter" [X Link](https://x.com/PhilFox43249797/status/1706590748164882943) 2023-09-26T08:45Z [----] followers, [--] engagements "@SawyerMerritt Hi Sawyer UAW signed their own death warrant Tesla 1st Optimus mfg BOTs in [----] Can replace 300K Big [--] workers w 100K BOTs Save $25B/yr Big [--] salary/benefits Big [--] survive w Optimus Jim Farley will be 1st Tesla add $10B/yr revenue @ 80% profit Tesla wins Unions lose" [X Link](https://x.com/PhilFox43249797/status/1707012247346618704) 2023-09-27T12:40Z [----] followers, [---] engagements "@SawyerMerritt If Tesla employees unionize they lose stock options that would not end well" [X Link](https://x.com/PhilFox43249797/status/1707423542273327130) 2023-09-28T15:54Z [----] followers, [--] engagements "@simonateba @elonmusk @RepTonyGonzales @AOC liberals dont want anything done about the border crisis why is that" [X Link](https://x.com/PhilFox43249797/status/1708011492564435325) 2023-09-30T06:50Z [----] followers, [--] engagements "@SawyerMerritt Haha JPMorgan ignores Tesla exponential growth & guided Q3 retooling to misextrapolate nonfactual blind analysis Perhaps JPMs investment analysis skills are better suited for pedophile islands than technology growth companies" [X Link](https://x.com/PhilFox43249797/status/1709510111058682345) 2023-10-04T10:05Z [----] followers, [--] engagements "@TSLAFanMtl Truth Ignorance is no excuse for misleading investors BYD is growing fast but nowhere close to Tesla any comparison must include mkt segments pricing leverage profits/margins cash flow tech vs labor intensive mfg global vs Cina centric automation etc" [X Link](https://x.com/PhilFox43249797/status/1709513281193247140) 2023-10-04T10:18Z [----] followers, [---] engagements "@TheWifesBF @TSLAFanMtl Everyone but Tesla is VERY FAR BEHIND Tesla pricing power dominates the global EV industry Tesla market share is only limited by their production ramp bc they control global pricing w COGS/profitability dominance All others competing for #2" [X Link](https://x.com/PhilFox43249797/status/1709627991267987665) 2023-10-04T17:54Z [----] followers, [---] engagements "@piloly and with significantly lower margins than Tesla Tesla = technology intensive mfg BYD = labor intensive mfg BYD low price EV mfg does well in regions where labor is cheap not as well in US & EU" [X Link](https://x.com/PhilFox43249797/status/1709682837090144531) 2023-10-04T21:32Z [----] followers, [---] engagements "@hikingskiing So are you saying Tesla will only license FSD to survivors" [X Link](https://x.com/PhilFox43249797/status/1709895826942628295) 2023-10-05T11:38Z [----] followers, [--] engagements "@garyblack00 Agree Gary but price cuts are LINEAR NEGATIVE MARGIN whereas TAM = EXPONENTIAL POSITIVE MARGIN price cuts & advertising are both needed & enabled by Tesla COGS reductions suspect Elon plans to balance cuts @ limit 18% margin for continued mkt share growth @ max prod ramp" [X Link](https://x.com/PhilFox43249797/status/1710233623591268656) 2023-10-06T10:00Z [----] followers, [---] engagements "@NorthernCow_Boy Hope you are right Saudis have kept $LCID alive to-date as they seem stuck in increasingly competitive high-end mkt niche & miniscule production Tesla investor faces seem safe as MS & MX price cuts & new EV entries further squeeze the $LCID mkt niche" [X Link](https://x.com/PhilFox43249797/status/1710238813446979976) 2023-10-06T10:21Z [----] followers, [---] engagements "@TSLAFanMtl Price cuts = LINEAR NEGATIVE margins resulting TAM EXPONENTIAL POSITIVE margins Prices will continue to drop w massive COGS savings Do the math Think longer term Watch Elon & learn" [X Link](https://x.com/PhilFox43249797/status/1710240551444824273) 2023-10-06T10:28Z [----] followers, [--] engagements "@TripleDTrader $TSLA compelling upgrades & pricing pwr (w higher margins & low COGS) compensate for increased loan interest rate Teslas Total Addressable Market (TAM) is increasing exponentially w linear price cuts Consumer wins - Tesla continued 50% growth 60% US mkt share 20% global ms" [X Link](https://x.com/PhilFox43249797/status/1710574233204490652) 2023-10-07T08:34Z [----] followers, [--] engagements "@TSLAFanMtl Reasonable skepticism as an optimist see poss small Optimus TAM/CAP contrib in [----] IF Optimus on Tesla mfg line In past Tesla retail beat WS by factoring risky $TSLA future bf WS Long term view & 1% of multiTrillion BOT TAM could yield big win for retail over WS skeptics" [X Link](https://x.com/PhilFox43249797/status/1710600943127933180) 2023-10-07T10:20Z [----] followers, [--] engagements "Nice runup on $TSLA today market starting to realize inflation & rate hikes are over upcoming Cybertruck launch time for $TSLA to fly again [---] in Jan" [X Link](https://x.com/PhilFox43249797/status/1711774641432174718) 2023-10-10T16:04Z [----] followers, [--] engagements "@alojoh Tesla profitability = 22X greater than #2 EV maker BYD What competition Tesla will become the largest auto OEM globally by [----] Tesla will become the largest company globally by 2030" [X Link](https://x.com/PhilFox43249797/status/1712024063260967226) 2023-10-11T08:35Z [----] followers, [---] engagements "@ConservativesSo @IanJaeger29 Great idea Saudi should host Hamas in their cities After all they are all Arabs" [X Link](https://x.com/anyuser/status/1712212431211032995) 2023-10-11T21:03Z [----] followers, [----] engagements "@k_guber @AllApol90253644 @IanJaeger29 SUPERB PLAN Obama3 er . . . Biden admin redirect 6Billion$ intended for Iran terrorists to instead help Palistanians since Texas has superb transportation to NYC Texas governor [--]. bus Palistinians fm Gaza to Saudi Arabia [--]. fly Hamas baby murders to GITMO Problem solved" [X Link](https://x.com/PhilFox43249797/status/1712217151782748321) 2023-10-11T21:22Z [----] followers, [---] engagements "@MarioNawfal Israel is allowing Palestinian citizens to leave Gaza for Saudi Arabia or other Arab states Israel is NOT the problem Problem: Arabs are using Palestinians as a shield for Hamas Solution: [--]. Arab states host Palestinian civilians [--]. Israel exterminate Hamas Problem solved" [X Link](https://x.com/PhilFox43249797/status/1712492676036039025) 2023-10-12T15:37Z [----] followers, [----] engagements "@garyblack00 @WholeMarsBlog @elonmusk Haha $LCID couldnt count them because it was such a big number of Q3 sales . . " [X Link](https://x.com/PhilFox43249797/status/1712812953710346381) 2023-10-13T12:50Z [----] followers, [---] engagements "Why is Biden delaying Spacex Starship orbital launch Is Biden getting kickbacks from Putin to delay Starship to Moon & Mars" [X Link](https://x.com/PhilFox43249797/status/1712948380215677143) 2023-10-13T21:48Z [----] followers, [--] engagements "@MarioNawfal Did Ismail move his family to Qatar before Hamas rained barbaric aggression & horrific violations on Israel & Gaza" [X Link](https://x.com/PhilFox43249797/status/1713181853207642148) 2023-10-14T13:15Z [----] followers, [--] engagements "@Zapaman @alex_avoigt Unfortunately Ford GM Toyota are in the roundoff error perhaps cant see them on the chart Hoped they would take off by [----] but Tesla & Chinese global market dominance will be final before that date" [X Link](https://x.com/PhilFox43249797/status/1713217385342132377) 2023-10-14T15:37Z [----] followers, [--] engagements "@naishtot @alex_avoigt Tesla is THE DOMINANT GLOBAL EV PLAYER #2 BYD superb strength in China likely wont scale to Europe & America BYD relies on ultracheap Chinese labor to barely achieve breakeven profits US import tariffs force new mfg plants in US Europe may follow suit to protect industry" [X Link](https://x.com/PhilFox43249797/status/1713219270270738510) 2023-10-14T15:44Z [----] followers, [--] engagements "@aramatev @alex_avoigt BYD has immense growth but ONLY IN ULTRA LOW-COST LABOR REGIONS LIKE CHINA That dog cant hunt in Europe & America BYD is NOT a global player as yet & lack Pricing Power/profitability to make that transition" [X Link](https://x.com/PhilFox43249797/status/1713220806799458328) 2023-10-14T15:50Z [----] followers, [--] engagements "@Travis_in_Flint How can a President screw up Americas foreign policy so badly in so few years without intending to do so" [X Link](https://x.com/PhilFox43249797/status/1713222577177448884) 2023-10-14T15:57Z [----] followers, [----] engagements "@carsonight @naishtot @alex_avoigt Waiting for Tesla Gen3 entry into global mass market If Tesla can beat BYD on COGS & automation then Tesla could capture 80% of global EV profits by 2027" [X Link](https://x.com/PhilFox43249797/status/1713518317934088303) 2023-10-15T11:32Z [----] followers, [--] engagements "@MarioNawfal Missed the line from the Crown Prince where he will host 1M Gaza civilians in Saudi Arabia while humanity erases Hamas" [X Link](https://x.com/anyuser/status/1713526562174197771) 2023-10-15T12:05Z [----] followers, 13.7K engagements "@KimDotcom Or Americans can carry a gun & drive the BULLETPROOF CYBERTRUCK" [X Link](https://x.com/PhilFox43249797/status/1713527121291722823) 2023-10-15T12:07Z [----] followers, [----] engagements "@tlake11 @thejefflutz @Tesla Taxpayers wont cover anything they are broke to the tune of $33+ Trillion$ funding forever wars overseas Legacy will be bankrupt this decade union workers unemployed except Fain w a show in late night comedy" [X Link](https://x.com/PhilFox43249797/status/1714125546731241750) 2023-10-17T03:45Z [----] followers, [--] engagements "@TeslaBoomerMama Inspite of immense debt Toyota may survive the EV transition Nissan will not" [X Link](https://x.com/PhilFox43249797/status/1714442992000631194) 2023-10-18T00:47Z [----] followers, [---] engagements "@EvasTeslaSPlaid If they wait till late [----] GM & UAW will be irrecoverable with [--] EV generations lag behind Tesla & Chinese OEMs Massive layoffs will be inevitable US taxpayers cannot be expected to save GM & unions from incompetence or greed" [X Link](https://x.com/PhilFox43249797/status/1714458547101073601) 2023-10-18T01:49Z [----] followers, [--] engagements "@MarioNawfal STOP REPEATING HAMAS LIES hospital was clearly hit by a Hamas missile perhaps previously intercepted THIS WAS NOT AN ISRAELI PRECISION JDAM BOMB THE TRUTH IS OBVIOUS" [X Link](https://x.com/PhilFox43249797/status/1714593407614468440) 2023-10-18T10:44Z [----] followers, [----] engagements "@KimDotcom Your opinion My opinion = If US projects weakness & allows Iran to have Nuclear weapons Then expect Iran to step up decades of global terrorism to Nuclear terrorism incl inside continental US Strength against Iranian terror is the only acceptable US option" [X Link](https://x.com/PhilFox43249797/status/1714620178569257420) 2023-10-18T12:31Z [----] followers, [---] engagements "@SeketAanru No Spacex cant get to Mars bc Biden is blocking their Starship launches from Texas" [X Link](https://x.com/PhilFox43249797/status/1714812333577424909) 2023-10-19T01:14Z [----] followers, [----] engagements "@AvivaKlompas Both parents have now been confirmed dead God bless these children" [X Link](https://x.com/PhilFox43249797/status/1715017986472350125) 2023-10-19T14:52Z [----] followers, [----] engagements "@ErikHensema @FelixSchlang @GroundTruthPics Great tech companies need to take some risks Spacex did a good job on launch [--] noone died noone hurt much learned timely scrutiny is OK political blockage/corruption is NOT Unsat alternative = taxpayers bilked $2B / SLS launch Humanity needs Starship ASAP for Moon & Mars" [X Link](https://x.com/PhilFox43249797/status/1715060881917095961) 2023-10-19T17:42Z [----] followers, [--] engagements "@ByronDonalds Great choice for Speaker - Byron Donalds" [X Link](https://x.com/PhilFox43249797/status/1715536757058306464) 2023-10-21T01:13Z [----] followers, [---] engagements "@TSLAFanMtl Read Teslas Master Plan Reducing prices is part of the exponential EV transition Patience Grasshopper" [X Link](https://x.com/PhilFox43249797/status/1716129462897537463) 2023-10-22T16:28Z [----] followers, [--] engagements "@charliekirk11 These people were directed to leave Gaza why didnt they leave" [X Link](https://x.com/PhilFox43249797/status/1716523174915891257) 2023-10-23T18:33Z [----] followers, 12.4K engagements "@FrontlineBJ Newsom is threatening to open US market to BYD by raving about a BYD NEV NOT a BEV BYD NEVs would destroy Ford & GM ICE profits needed for EV transition So Newsom is promoting: [--]. Big Oil over clean energy [--]. Chinese OEMs over US OEMs [--]. Cheap Chinese labor over US unions" [X Link](https://x.com/PhilFox43249797/status/1716790563393941907) 2023-10-24T12:15Z [----] followers, [--] engagements "@WallStreetApes Should have driven a Tesla for good cross country driving experience pure joy Let the car drive you with FSD Have never seen a bad Tesla supercharger in [-----] miles of cross country driving" [X Link](https://x.com/PhilFox43249797/status/1717264814936834176) 2023-10-25T19:40Z [----] followers, [----] engagements "@SawyerMerritt Buy a cybertruck instead for that price" [X Link](https://x.com/PhilFox43249797/status/1717278570865639596) 2023-10-25T20:34Z [----] followers, [---] engagements "@TeslaBoomerMama @GavinNewsom video reveals Americas leadership plan [--]. DC Globalist Elites = China puppets [--]. Biden has become TOXIC [--]. Xi bait & switch: Biden to Newsom [--]. Obviously no election interference by China & US Intel [--]. Media = enthusiastic cheerleaders [--]. Nothing to see folks move along" [X Link](https://x.com/PhilFox43249797/status/1717495489384390699) 2023-10-26T10:56Z [----] followers, [--] engagements "@farzyness Tesla is rapidly dominating all aspects of transportation Tesla TAM 4X Apple This does not include new trillion $$ opportunities: [--]. automation/robotaxi [--]. energy [--]. Optimus AI Bots [--]. DOJO AI supercomputing" [X Link](https://x.com/PhilFox43249797/status/1717655397295649004) 2023-10-26T21:32Z [----] followers, [---] engagements "@SawyerMerritt @elonmusk @Tesla Most encouraging words from Ford in years Jim Farley gets it [--]. COGS [--]. Scale Ford will be very late to in EV transition w Gen2/3 Perhaps slow US transition China tariffs & teaming w Tesla will help Hope they succeed" [X Link](https://x.com/PhilFox43249797/status/1717977161359909007) 2023-10-27T18:50Z [----] followers, [----] engagements "@IanJaeger29 If they do this Other states may remove ALL DEMOCRAT PRESIDENTIAL CANDIDATES due to that partys insurrection against America on the southern border" [X Link](https://x.com/PhilFox43249797/status/1719782865653629306) 2023-11-01T18:26Z [----] followers, [----] engagements "@DriveTeslaca SEC pls investigate Jim Cramer uses weasel-worded FALSE MEDIA STATEMENTS to manipulate $F & $TSLA stocks Jims fund owns a lot of Ford stock Obvious concerned w Cybertruck impact on F150 sales Fords biggest cash cow Superb Stevenmarkryan video This will not end well for Jim" [X Link](https://x.com/PhilFox43249797/status/1720357419220402476) 2023-11-03T08:29Z [----] followers, [---] engagements "@seanmdav Of course Biden wont support Israel-only support Israel doesnt launder 10% to the big guy like Ukraine" [X Link](https://x.com/PhilFox43249797/status/1720371085168824631) 2023-11-03T09:23Z [----] followers, [--] engagements "@alex_avoigt Huge announcement Tesla will build $25K model in Berlin Tesla will dominate Europe in [--] years with products built in Berlin" [X Link](https://x.com/PhilFox43249797/status/1720569594853605629) 2023-11-03T22:32Z [----] followers, [----] engagements "@AdamG620 @jacobhelberg @SpaceX Charlie likes to promote the stocks he owns So how does he explain massive -$7B QoQ cash flow drop in Q3 & why is he selling BYD stock" [X Link](https://x.com/PhilFox43249797/status/1721173982542475613) 2023-11-05T14:33Z [----] followers, [--] engagements "@tesla4k Wow not a good track record if you let emotions drive investing Does this bode well for investors if Ross moves investment $$ out of Tesla into Rivian" [X Link](https://x.com/PhilFox43249797/status/1725472098770935822) 2023-11-17T11:13Z [----] followers, [---] engagements "@CuriousPejjy Same here with all the media attacks on Elon expected tesla stock to plunge This is very positive for $TSLA" [X Link](https://x.com/PhilFox43249797/status/1726707350315336017) 2023-11-20T21:01Z [----] followers, [--] engagements "@the_antrik @thejefflutz @garyblack00 @MartinViecha Tom Zhu is integrating Model [--] now I believe M2 begin early prod at GigaTexas late2024 w significant ramp thru [----] at several sites By late [----] M2 will be produced on at least [--] continents and exceed production volume of all other Tesla models" [X Link](https://x.com/PhilFox43249797/status/1727285687911948355) 2023-11-22T11:19Z [----] followers, [--] engagements "@garyblack00 Hi Gary Nice list of catalysts Agree with all but share buybacks Tesla needs cash to finance near term growth" [X Link](https://x.com/PhilFox43249797/status/1727507086097908121) 2023-11-23T01:59Z [----] followers, [---] engagements "@s_noronha @garyblack00 Haha People will either love it or hate it but Cybertruck effect will NOT WEAR OUT in this decade We estimate it will eventually ramp tp [------] in [--] yrs Revenue: $30B Margin: $5B" [X Link](https://x.com/PhilFox43249797/status/1727817059923538330) 2023-11-23T22:31Z [----] followers, [--] engagements "@CollinRugg I believe Eric Adams" [X Link](https://x.com/PhilFox43249797/status/1727862527105671177) 2023-11-24T01:31Z [----] followers, [--] engagements "@Teslaconomics and Rivian seriously flunked the towing competition ALL RIVIANS SHOULD BE PAINTED PINK" [X Link](https://x.com/PhilFox43249797/status/1730769394572075385) 2023-12-02T02:02Z [----] followers, [--] engagements "@thejefflutz @Tesla Rivian is the only US EV seriously trying to ramp besides Tesla but its hard to imagine Rivian achieving BE after Cybertruck intro" [X Link](https://x.com/PhilFox43249797/status/1730772963518017673) 2023-12-02T02:16Z [----] followers, [---] engagements "@CathyKichler @thejefflutz @Tesla Nice list Cybertruck just took 4-5 yrs off the advanced technology timeline & reduced risk/cost for high-volume Model [--] - Drive by wire w nonlinear steering response - Brake by wire - [--] volt network - Tesla [----] batteries/packs - Less weight - Advanced SW" [X Link](https://x.com/PhilFox43249797/status/1730776570015428942) 2023-12-02T02:31Z [----] followers, [---] engagements "@CathyKichler Where did WS get the fantasy idea CT will be low volume Why would Tesla spend $ on full automation then limit ramp to 20% w exceptional demand increasing margins Only [--] remaining questions for investors: [--]. how fast can Tesla ramp CT [--]. how high can Tesla push CT margins" [X Link](https://x.com/PhilFox43249797/status/1732044497029054581) 2023-12-05T14:29Z [----] followers, [---] engagements "@TSLAFanMtl Patience grasshopper [----] is built inhouse cheaper higher margins/subsidies than panasonic [-----] Note: building new industry leading battery prod capab requires multiple generations Next gen high vol $20k market will require inhouse battery prod to meet cost/margin goals" [X Link](https://x.com/PhilFox43249797/status/1732066016216129581) 2023-12-05T15:54Z [----] followers, [---] engagements "@DeborahHodder1 @SeketAanru I believe Spacex will beat everyone to Mars w Starship & Optimus AI BOTS this decade then humans early 2030s Fusion is not needed until later Starship trips w more humans perhaps late 2030s" [X Link](https://x.com/PhilFox43249797/status/1733086672277885003) 2023-12-08T11:30Z [----] followers, [--] engagements "Grok are you there" [X Link](https://x.com/PhilFox43249797/status/1733098808970543164) 2023-12-08T12:18Z [----] followers, [--] engagements "@grok what is 4+5" [X Link](https://x.com/PhilFox43249797/status/1733099220112925138) 2023-12-08T12:20Z [----] followers, [--] engagements "@4Kpodcast Mexica bureaucrats may be too little too late Tesla can simultaneously ramp Gen3 in Texas Shanghai & Berlin while they dawdle" [X Link](https://x.com/PhilFox43249797/status/1733909194414194819) 2023-12-10T17:59Z [----] followers, [--] engagements "@Jason @DavidSacks @AlexJones Hi Jason do you intend to use liberal media attacks and all-in podcast to censor Alex because you dont like him Will you also encourage FBI & CIA censorship" [X Link](https://x.com/PhilFox43249797/status/1734079034714169475) 2023-12-11T05:13Z [----] followers, [--] engagements "@cvalente28 HI Ross Elon actions appeal to half of Americans that make up the multi-Billion$ Gen3 TAM i.e. Middle Americans Perhaps he feels your opinion doesnt really matter bc you have been clear are buying a Rivian" [X Link](https://x.com/PhilFox43249797/status/1734087199082058073) 2023-12-11T05:46Z [----] followers, [--] engagements "@vikramvi_ @TeslaBest @Tesla Tesla is supply constrained in Europe Note the rapid mkt share shift as Tesla ramps production Legacy OEMs with ICE/hybrids & unprofitable BEVs are doomed" [X Link](https://x.com/PhilFox43249797/status/1736714672013766935) 2023-12-18T11:46Z [----] followers, [--] engagements "@garyblack00 As you know In [--] yrs TSLA has risen 1000% RIVN declined 80% since IPO RIVN = just a car company that we HOPE WILL SURVIVE BUT STILL NOT PROFITABLE Tesla = highly profitable diverse MegaCAP tech/AI EV BOT & energy company with many massive growth options BIG DIFFERENCE" [X Link](https://x.com/PhilFox43249797/status/1736887309176353132) 2023-12-18T23:12Z [----] followers, [----] engagements "@BassonBrain @NicklasNilsso14 Long Tesla investors happy to see these investors go away Tesla should not fund Nordic union grift or create foothold for unions to destroy Tesla innovation as they have legacy auto" [X Link](https://x.com/PhilFox43249797/status/1737058448045470101) 2023-12-19T10:33Z [----] followers, [--] engagements "@alojoh Very informative AJ I didnt realize the incredible advantage Tesla has in China until your post Thank you" [X Link](https://x.com/PhilFox43249797/status/1737061999035527677) 2023-12-19T10:47Z [----] followers, [---] engagements "@alojoh Hi AJ Superb data We see regional death of ICE in China But legacy OEMs Big Oil & dealers propping up ICE in NA & EU I claim (wo proof) in 24mo Tesla Gen3 & China BEVs will exponentially dominate massive $12K-30K TAM NA & EU ICE OEMs (new & used) will collapse soon after" [X Link](https://x.com/PhilFox43249797/status/1738165062865469462) 2023-12-22T11:50Z [----] followers, [---] engagements "@thejefflutz Wow already below 2% deflation coming" [X Link](https://x.com/PhilFox43249797/status/1738206223495811076) 2023-12-22T14:33Z [----] followers, [--] engagements "@keith_dorschner @BillAckman @Harvard I understand Obama wanted Gay to replace Biden" [X Link](https://x.com/anyuser/status/1739353904607887422) 2023-12-25T18:34Z [--] followers, [--] engagements "@RepMTG Guess that means they feel threatened & you are doing a good job Merry Christmas Marjorie" [X Link](https://x.com/PhilFox43249797/status/1739354788402258425) 2023-12-25T18:37Z [----] followers, [--] engagements "Hi Brian Great question Starlink technology will grow exponentially w Starship In [--] yrs Starship will enable low cost launches of larger Starlink replacement satellites with - 10X weight - 1000X wider bandwidth (bw) supported by: - 10X power - larger 2D apertures - more 2D subarrays in each aperture supporting more independent high bw beams per aperture (# beams correlates w # subarrays) - larger multibeam footprint on the surface to lower grazing angles - wider frequency coverage w higher freqs (w higher bw) more power/bw on low freq handheld cell phones etc. - more robust inter-satellite" [X Link](https://x.com/anyuser/status/1739378708727623953) 2023-12-25T20:12Z [--] followers, [---] engagements "@BreannaMorello @lsferguson Bidens America" [X Link](https://x.com/anyuser/status/1739457053142208850) 2023-12-26T01:24Z [--] followers, [--] engagements "@DavidSacks Hi David cant rethink defense budget wo changing entire structure of military-defense complex esp. CIA Too much corruption no competition/disruption Too many senior officers get cushy jobs in industry e.g. look at Spacex vs Boeing America needs more Elons" [X Link](https://x.com/PhilFox43249797/status/1740101358261256701) 2023-12-27T20:04Z [----] followers, [--] engagements "@alojoh Haha Lidar is a fools errand Tesla does everything Lidar does but better with multiple high res cameras & algorithms" [X Link](https://x.com/PhilFox43249797/status/1740102396225933764) 2023-12-27T20:08Z [----] followers, [--] engagements "@marc_benton $80K AWD 48V & steer-by-wire Cybertruck w $7500 IRA rebate is 10X better than Rivian" [X Link](https://x.com/anyuser/status/1741103406243012750) 2023-12-30T14:26Z [--] followers, [--] engagements "@garyblack00 Need better info on $RIVN negative margins & high volume van business propping up cash flow In flying we call this behind the power curve situation seen before many fatal crashes IMO $RIVN is NOT A SAFE INVESTMENT ATT Hope $RIVN is successful but VERY HIGH RISK" [X Link](https://x.com/PhilFox43249797/status/1742279815493779938) 2024-01-02T20:20Z [----] followers, [----] engagements "@WholeMarsBlog Investing in $RIVN = proven way to change $100 bills into $20 bills" [X Link](https://x.com/anyuser/status/1742283151798411530) 2024-01-02T20:34Z [--] followers, [---] engagements "@BillAckman But still paid 900000/yr at Harvard to copy others work DEI Racists are getting rich by stealing the work of others" [X Link](https://x.com/anyuser/status/1742654473175212058) 2024-01-03T21:09Z [----] followers, 56.7K engagements "@TSLAFanMtl @elonmusk It hasnt swung that much Gay still makes $900000/yr to promote racist DEI policies" [X Link](https://x.com/PhilFox43249797/status/1742656713801552173) 2024-01-03T21:18Z [----] followers, [--] engagements "@CernBasher Great post Cern Wondering what happens in [--] yrs when [--] Million illegal immigrant jobs are filled by Optimus AI BOTS Will they all go on lifetime welfare as paid voting slaves" [X Link](https://x.com/PhilFox43249797/status/1743042937976483986) 2024-01-04T22:53Z [----] followers, [--] engagements "@elleonCEOTK Haha God Bless You Tarik" [X Link](https://x.com/anyuser/status/1743077437658009904) 2024-01-05T01:10Z [--] followers, [--] engagements "@realchrisrufo Thank you Chris for your moral courage to hang tough thru their attacks Your work is vital to rid humanity of this racist DEI cult that destroys institutions & moral integrity in America albeit with some pain to yourself God bless" [X Link](https://x.com/anyuser/status/1743221010151755875) 2024-01-05T10:40Z [--] followers, [---] engagements "@RadioGenoa @lsferguson DEI 101" [X Link](https://x.com/anyuser/status/1743351614868443405) 2024-01-05T19:19Z [--] followers, [---] engagements "@WuWei113 @ElijahSchaffer @TheRabbitHole84 @hodgetwins Hi Wei Wu Mavericks have been severely racist & sexist in their hiring policies Since @mcuban says he supports DEI he will gladly hire you for the low salary of $15 Million to correct for his past racist & sexist hiring mistakes Good luck in your new MBA career" [X Link](https://x.com/PhilFox43249797/status/1743691363357503744) 2024-01-06T17:49Z [----] followers, [--] engagements "@alx Sooo . . . DOJ is now targeting Americans who peacefully stood on the lawn" [X Link](https://x.com/PhilFox43249797/status/1743714958867648533) 2024-01-06T19:23Z [----] followers, [----] engagements "@robbystarbuck @MythinformedMKE @elonmusk DEI = RACISM" [X Link](https://x.com/PhilFox43249797/status/1743827416718467442) 2024-01-07T02:50Z [----] followers, [--] engagements "@4TaxFairness Unrealized gains = no gains Pls try not to be an idiot" [X Link](https://x.com/anyuser/status/1744103319281266908) 2024-01-07T21:06Z [--] followers, [--] engagements "@PaulHPowell13 @ShrimpTeslaLong Good point but BOT training from video enables rapid assimilation of Millions of tasks these programs copied from Tesla AP Store to millions of BOTs Rate of progress only limited by AI compute BW & production ramp both of which Tesla is the global leader" [X Link](https://x.com/PhilFox43249797/status/1744391930685878304) 2024-01-08T16:13Z [----] followers, [--] engagements "@wendyp4545 FAA should focus on unsafe passenger aircraft instead of political block of Starship launches" [X Link](https://x.com/anyuser/status/1744435905966784902) 2024-01-08T19:08Z [--] followers, [---] engagements "@TeslaBoomerMama Hi Alexandra If you have time pls see recent X video by Herbert & Larry SUPERB summary of Tesla business next [--] mo based on Morgan Stanley note @380 PT wo Optimus Appreciate everything you & Papa do for the Tesla community" [X Link](https://x.com/anyuser/status/1744485452378210309) 2024-01-08T22:25Z [--] followers, [---] engagements "@RepClayHiggins Thank you Clay While you are there pls ask Mike how much he is being paid to undermine the Republican party" [X Link](https://x.com/anyuser/status/1744541569892405298) 2024-01-09T02:08Z [--] followers, [--] engagements "@JoeTegtmeyer With all of these critical path milestones its a shame Bidens FAA keeps delaying Starship launches" [X Link](https://x.com/PhilFox43249797/status/1744888076143403099) 2024-01-10T01:05Z [----] followers, [--] engagements "@elonmusk @SawyerMerritt Hi Elon Pls ignore the Old Media FUD X will soon replace it with truth WE LOVE YOU & truly appreciate everything you are doing for Humanity" [X Link](https://x.com/PhilFox43249797/status/1745148391431004164) 2024-01-10T18:19Z [----] followers, [--] engagements "@alex_avoigt Supercharger power or $TSLA price" [X Link](https://x.com/PhilFox43249797/status/1745283203785503014) 2024-01-11T03:15Z [----] followers, [---] engagements "@farzyness Hi Farzad Big Dem donors think Nikki Haley can undermine Trump Like sending a water pistol to a gunfight" [X Link](https://x.com/anyuser/status/1745473279375077880) 2024-01-11T15:50Z [--] followers, [----] engagements "@GerberKawasaki Last time I checked VW doesnt own ChatGPT either Who cares if Tesla owns Grok" [X Link](https://x.com/PhilFox43249797/status/1745477320943579304) 2024-01-11T16:06Z [----] followers, [---] engagements "@giftgab538 @EndWokeness Thank you Judge Moses All Americans appreciate your integrity" [X Link](https://x.com/PhilFox43249797/status/1745640029794300256) 2024-01-12T02:53Z [----] followers, [----] engagements "@alex_avoigt Superb chart Alex Shows amazing BYD ramp Tesla needs Gen3 ASAP to match BYD since higher ASPs saturating In [----] Tesla delay in ramping lower ASP is matched by BYD globilization delay By early [----] it will be over Dont see how legacy & startups can survive after 2026" [X Link](https://x.com/PhilFox43249797/status/1745730070491127932) 2024-01-12T08:50Z [----] followers, [--] engagements "@amuse @AliBradleyTV @GovAbbott @TexasBorderCzar @TxDPS @LtChrisOlivarez @TXMilitary At least Biden cant use F22s against the State of Texas He has them all busy starting wars in the middle east" [X Link](https://x.com/PhilFox43249797/status/1745813416063742084) 2024-01-12T14:22Z [----] followers, [---] engagements "@TulsiGabbard You are correct Tulsi Obama & Biden funded the Houthis thru Billion$ gifts & removing sanctions on their funding sponsor Iran Now they are at war with them" [X Link](https://x.com/PhilFox43249797/status/1745986932977397778) 2024-01-13T01:51Z [----] followers, [--] engagements "@RobGouveiaEsq Documents point to the WH Liz Chaney et al behind the corruption of local Dem DAs & courts against Trump Are Cheney & others making Million$ from big donors to corrupt America Who is orchestrating & funding this political corruption of Americas legal system" [X Link](https://x.com/PhilFox43249797/status/1746163486508409119) 2024-01-13T13:33Z [----] followers, [---] engagements "Is Tucker right Is Bidens attack on Houthis a prelude to full scale WWIII against Iran" [X Link](https://x.com/PhilFox43249797/status/1746164562460655789) 2024-01-13T13:37Z [----] followers, [---] engagements "@TeslaBoomerMama TRUTH Wish we had cash to buymore $TSLA at amazing price" [X Link](https://x.com/PhilFox43249797/status/1746172674680795335) 2024-01-13T14:09Z [----] followers, [--] engagements "@daltybrewer BINGO Actually enjoy when this happens because the big $TSLA bounce is so sweet" [X Link](https://x.com/PhilFox43249797/status/1746175175727472797) 2024-01-13T14:19Z [----] followers, [--] engagements "@TeslaBoomerMama Agree Alexandra [----] is the time for Tesla to explosively expand market share in bots DOJO & EVs as interest rates drop Elons multiBillion moves with DOJO & India are examples" [X Link](https://x.com/PhilFox43249797/status/1746554142917636345) 2024-01-14T15:25Z [----] followers, [--] engagements "@CernBasher Superb post Cern WS is clearly ignoring most of Teslas probable future value Another factor in assessing Tesla value: consider the founder CEO track record NEVER BET AGAINST ELON In my mind the Elon factor likely boosts the probability of Robotaxi & Optimus success to 50%" [X Link](https://x.com/PhilFox43249797/status/1746562573531582549) 2024-01-14T15:59Z [----] followers, [----] engagements "@GranTorinoDSA Perhaps DeSantis doesnt have as much Dem support as Haley" [X Link](https://x.com/PhilFox43249797/status/1746566650848059448) 2024-01-14T16:15Z [----] followers, [---] engagements "@VivekGRamaswamy Vivek has the truth Noone thinks Haley can beat Biden she is an expendable pawn funded by Dem donors to weaken Trump" [X Link](https://x.com/PhilFox43249797/status/1746567395945202075) 2024-01-14T16:18Z [----] followers, [--] engagements "@NikkiHaley Hi Nicki How much are the big Dem donors paying you to sacrifice yourself against Trump" [X Link](https://x.com/PhilFox43249797/status/1746568324111028239) 2024-01-14T16:21Z [----] followers, [--] engagements "@TeslaLarry SUPERB work Larry Will this wake up WS to exploding market With a DecaTrillion TAM how long until all but Tesla are gobbled up by AI powerhouses Nvidia Google etc. Production scale & Billion$ ramp will define winners expect [--] final DecaTrillion players one of which = Tesla" [X Link](https://x.com/anyuser/status/1746595275165057179) 2024-01-14T18:08Z [--] followers, [---] engagements "Houthi Red Sea games have NOTHING to do w America This largely impacts Chinese shipments to Europe Houthis are funded by Iran w gratuitous gifts & relaxed sanctions by Obama & Biden Why is America jumping head first into another middle east war we cannot afford & cannot win" [X Link](https://x.com/PhilFox43249797/status/1746598942765126048) 2024-01-14T18:23Z [----] followers, [--] engagements "@Gwynne_Shotwell @elonmusk God bless you Gwynne Thank you for everything you do" [X Link](https://x.com/PhilFox43249797/status/1746730082226307174) 2024-01-15T03:04Z [----] followers, [---] engagements "@elonmusk @heyitsyashu Hi Elon Concur with a scaled compensation plan to achieve 2-10 Trillion Capitalization Concur w 25% $TSLA ownership at the high end for the following reasons: [--]. Your control of Tesla AI is essential for Humanity [--]. Provides Trillion$ seed funding for Mars & Beyond" [X Link](https://x.com/PhilFox43249797/status/1747226241998999976) 2024-01-16T11:56Z [----] followers, [---] engagements "@garyblack00 Buyback does have near term benefits to shareholders but $26B is miniscule (1% est future cap) if we consider $TSLA growth w new AI projects Having run a business & considering political/economic volatility of US govt not in a million years would I give up that cash right now" [X Link](https://x.com/PhilFox43249797/status/1747519991459492288) 2024-01-17T07:23Z [----] followers, [----] engagements "@farzyness @elonmusk Thank you Farzad Excellent analysis believe Tesla BOT COGS much lower driven by exponential gains in [--] Bs (Brains & Batteries) Exp Battery COGS reduction driven by EVs but Exp Brains COGS reduction soon driven by 10s Millions Optimus & DOJO chips @ 2-3mic fab fm Taiwan & SK" [X Link](https://x.com/PhilFox43249797/status/1748021368346558685) 2024-01-18T16:35Z [----] followers, [---] engagements "@OpenskiesX Wishful thinking but NOT TRUE China will be a dominant player in Real World AI Robotaxis & Humanoid Robots esp after take over of Taiwan chip fabs Many global LLM players but Tesla will be dominant US firm w Humanoid Robots FSD & RW AI being 90% vertically integrated" [X Link](https://x.com/PhilFox43249797/status/1748027886982811958) 2024-01-18T17:01Z [----] followers, [---] engagements "@SpeakerJohnson CLOSE THE US BORDER STOP WASTING TIME & MONEY ON THE RED SEA" [X Link](https://x.com/PhilFox43249797/status/1748047796500848801) 2024-01-18T18:20Z [----] followers, [--] engagements "@daltybrewer Nice post Dalton thank you Why are WS analysts such blind followers of the past Its vision like yours in the Tesla retail investor community that help us see the real future I am all-in $TSLA could care less what the stock price does next week bc we see whats coming" [X Link](https://x.com/PhilFox43249797/status/1749016733870956853) 2024-01-21T10:30Z [----] followers, [---] engagements "@CernBasher Everyone pls see Herberts latest interview with Figure CEO Brett Adcock This interview accelerates the Humanoid timeline & TAM in my mind Brett talks about a Billion humanoid bots starting w mfg Figure will integrate humanoid bots into BMW mfg in [----] using AI autonomy" [X Link](https://x.com/PhilFox43249797/status/1749155992670011530) 2024-01-21T19:44Z [----] followers, [---] engagements "@TSLAFanMtl Strong correlation when $TSLA went sideways in last [--] yrs IS IRRELEVANT for long term investors What about periods when $TSLA 10X suspect EPS does NOT strongly correlate w periods of $TSLA hypergrowth in stock price but happy to be proven wrong" [X Link](https://x.com/PhilFox43249797/status/1749912974012076301) 2024-01-23T21:52Z [----] followers, [---] engagements "Hi Cern Great vision thanks I like $20/day better than earlier pticing demand = Billions in [--] yrs w 100M/yr supply Big question: Tesla MOAT Actuators cameras Nvidia hw/sw = CHEAP & AVAIL Figure is $100M startup can dozens of startups copy Figure Tesla MOATS [--]. DOJO TRAINING [--]. TESLA JOB AP STORE [--]. TESLA INFERENCE ENGINE [--]. TESLA REAL WORLD DATA" [X Link](https://x.com/PhilFox43249797/status/1750181507333841345) 2024-01-24T15:39Z [----] followers, [--] engagements "@CernBasher Hi Cern It seems to me the real business MOAT isnt the bot but rather JOB TRAINING & JOB AP STORE (like Apple) Therefore suggest Customers will purchase Optimus BOT APs from a Tesla AP STORE Tesla AP STORE = MOAT" [X Link](https://x.com/anyuser/status/1750189583189381384) 2024-01-24T16:11Z [--] followers, [--] engagements "@TroyTeslike @garyblack00 You are looking at short term earnings seen in a rear view mirror limited to period price was flat/down Great strategy for gamblers Bad for long term investors $TSLA investors care about FUTURE VALUE Largely driven by - GEN3 - FUTURE RAMP - ENERGY - OPTIMUS - FSD - AI" [X Link](https://x.com/PhilFox43249797/status/1750194732037231074) 2024-01-24T16:31Z [----] followers, [---] engagements "Tesla guided to start delivering new products (Optimus Humanoids) IN [----] that address a larger TAM (human labor) than any product in history (TAM US GDP in 10s of Trillion$) resulting in Tesla stock -12% ON WHAT PLANET DOES THIS MAKE SENSE" [X Link](https://x.com/PhilFox43249797/status/1750807209573798098) 2024-01-26T09:05Z [----] followers, [--] engagements "@heydave7 Hi Dave Gross margins are 2nd order for a company that will deliver Optimus Humanoids & Gen3 in [----] TAM = US GDP Tesla = worlds best growth company & will become largest in world Pls dont pander to whiny WS analysts extrapolating w one eye closed from a rear view mirror" [X Link](https://x.com/PhilFox43249797/status/1750933446896050212) 2024-01-26T17:27Z [----] followers, [---] engagements "All-in $TSLA Investor propose: New $500 BILLION$ comp plan for Elon covering [----] thru [----] to $10 TRILLION$ CAP [--]. Move Tesla incorporation to TX [--]. $TSLA investors file class action lawsuits against Investor behind anti-Elon lawsuit Lawyers Judge" [X Link](https://x.com/PhilFox43249797/status/1752636974140113238) 2024-01-31T10:16Z [----] followers, [--] engagements "@JTLonsdale Suggested response: [--]. Move $TSLA incorporation to TX [--]. New $500B 2018-2030 comp plan to hit $10T [--]. Investor lawsuits against all political activists" [X Link](https://x.com/PhilFox43249797/status/1752640272163332206) 2024-01-31T10:29Z [----] followers, [---] engagements "@charliekirk11 Suggest new $500 BILLION comp plan (2018-2030) to $10 TRILLION CAP retaining $55B from 2018-present AFTER moving $TSLA incorporation to TX $TSLA investors must double down support for Elon against political attacks" [X Link](https://x.com/PhilFox43249797/status/1752643376015364525) 2024-01-31T10:41Z [----] followers, [--] engagements "@alojoh Suggested response: [--]. Move $TSLA incorporation to TX [--]. New $500 BILLION comp plan (2018-2030) up to $10 TRILLION CAP retain $56B for 2018-present [--]. Class action $TSLA lawsuits against anti-Elon political activists that undermine investor majority decisions" [X Link](https://x.com/PhilFox43249797/status/1752647556155191449) 2024-01-31T10:58Z [----] followers, [---] engagements "@_SFTahoe @kimbal @IraEhrenpreis @robyndenholm @jgebbia @elonmusk Hi Amy New Elon comp plan = $500B for $10 Trillion CAP by [----] with Tesla incorporation in TX Shareholders will overwhelmingly pass another aggressive growth plan for Elon & Tesla employees THIS IS TESLA NOT GM" [X Link](https://x.com/PhilFox43249797/status/1752744584474447920) 2024-01-31T17:24Z [----] followers, [--] engagements "Dont mess with Texas & DONT MESS WITH ELON" [X Link](https://x.com/PhilFox43249797/status/1752745037593534550) 2024-01-31T17:25Z [----] followers, [--] engagements "RIVIAN IS A CASH INCINERATOR Superb financial analysis by Wall Street Millenial on YT Rivian COGS are leveling out about $30K above ASP NOT LOOKING GOOD" [X Link](https://x.com/PhilFox43249797/status/1752822441842205092) 2024-01-31T22:33Z [----] followers, [--] engagements "@alex_avoigt Only if Tesla moves state of incorporation from DE to TX" [X Link](https://x.com/PhilFox43249797/status/1752822994135642545) 2024-01-31T22:35Z [----] followers, [---] engagements "Truflation rate just plummeted to 1.44% Lowest rate in company history FED is driving America into deflation/recession" [X Link](https://x.com/PhilFox43249797/status/1753100553423589731) 2024-02-01T16:58Z [----] followers, [--] engagements "@alojoh @NIONordics Interesting chart also shows Rivian falling off a cliff bc they cant get variable costs under control Rivian isnt seeing expected COGS leverage with volume production Not a good sign for Rivian investors" [X Link](https://x.com/PhilFox43249797/status/1753825793963180111) 2024-02-03T17:00Z [----] followers, [--] engagements "@TeslaBoomerMama @elonmusk @Tesla Thank you Alexandra Your rapid response clearly indicates that Tesla investors are loyal to Elon" [X Link](https://x.com/PhilFox43249797/status/1754420074843095047) 2024-02-05T08:21Z [----] followers, [---] engagements "@TSLAFanMtl @elonmusk Obviously Tesla has made the right moves in reducing prices to increase the TAM & make EVs more affordable during a period of high interest rates" [X Link](https://x.com/PhilFox43249797/status/1754421021728268778) 2024-02-05T08:25Z [----] followers, [---] engagements "@alojoh Hi AJ FED has their foot on the neck of the auto industry w rates Tesla is fine but hard to see how legacy can survive as ICE mkt collapses Legacy waited too long to finance the transition" [X Link](https://x.com/PhilFox43249797/status/1754618646616224173) 2024-02-05T21:30Z [----] followers, [---] engagements "@IngrahamAngle @elonmusk Hahaha Lankford is taking a water pistol into a gun fight Never bet against Elon" [X Link](https://x.com/PhilFox43249797/status/1754672536246264288) 2024-02-06T01:05Z [----] followers, [--] engagements "@daltybrewer Superb summary Dalton Thank you. long term $TSLA investor who will never sell at any price but it still helps when you share the truth so eloquently. $TSLA is severely undervalued & this too shall pass" [X Link](https://x.com/PhilFox43249797/status/1754817490029248915) 2024-02-06T10:41Z [----] followers, [---] engagements "@TeslaBoomerMama FAKE NEWS - Musk & Tesla BOD are NOT under scrutiny Sour grapes bc noone wants Ross on the Tesla BOD Ross however IS UNDER SCRUTINY for his political rants wish he would just sell his miniscule $TSLA position go away & try to politicize Rivian instead" [X Link](https://x.com/PhilFox43249797/status/1754821521501999428) 2024-02-06T10:57Z [----] followers, [--] engagements "@jasondebolt Superb assessment Jason Fun to ride this mkt wave w smart investors like yourself FED will be forced to consider cuts NLT March 1st cut NLT May perhaps sooner a year ago Elon advised us to avoid leverage thru 2Q [----] Elon & you are brilliant thought leaders" [X Link](https://x.com/PhilFox43249797/status/1754826878307746278) 2024-02-06T11:18Z [----] followers, [---] engagements "@mitchdeg @alojoh Superb insight by AJ (FCF) X TIME = PAY THE PIPER High debt & abysmal FCF define this industry that needs Trillion$ + time to catch Tesla & China 3rd Gen" [X Link](https://x.com/PhilFox43249797/status/1754925298221547760) 2024-02-06T17:49Z [----] followers, [--] engagements "@alojoh Ford is trying to design good 1st Generation EVs & preserve their truck brand GM hasnt figured out diff between ICE & electric motor South Korea is working on 2nd Generation EVs Tesla & Chinese are building 3rd Gen EVs & mfg (50% lower COGS than Gen2)" [X Link](https://x.com/PhilFox43249797/status/1754945283434201584) 2024-02-06T19:08Z [----] followers, [--] engagements "@dannycheng2022 Only God can time bottom & sometimes he misses Cathy is DCA thru bottom Tesla will bottom when FED indicates cut Truflation = 1.45% dropping FED says no MAR cut but unfathonable they wont hint considering Guess: Cathy is right weeks til FED hint & $TSLA bottom Not advice" [X Link](https://x.com/PhilFox43249797/status/1754953634389893134) 2024-02-06T19:42Z [----] followers, [---] engagements "@Elzenpjm @alojoh Understand exuberance w BYD but NOT TODAY perhaps in a few years Toyota has broad luxury-lowend models over a GLOBAL FOOTPRINT today BYD is largely low-mid models & 90% CHINA SALES TODAY w pending tariff issues building a global footprint e.g. Tesla or Toyota takes years" [X Link](https://x.com/PhilFox43249797/status/1754989123088089595) 2024-02-06T22:03Z [----] followers, [--] engagements "@SawyerMerritt Hi Sawyer Thanks for $F summary Cant think of worse job than Legacy CEO Tesla pricing engineering & COGS reductions are killing survivable legacy EV niches Perhaps Fords best hope is Tesla Inside volume models spinoff scaling w Gen3 Otherwise doesnt look good for $F" [X Link](https://x.com/PhilFox43249797/status/1755001416995782904) 2024-02-06T22:51Z [----] followers, [---] engagements "@DanielOakleyy @alojoh Tesla & a couple of China OEMs FED pushing Legacy underwater by delaying rate cuts China situation is also driving weak OEMs underwater CASH IS KING Tesla is lucky to have a CEO who prepares for hard times" [X Link](https://x.com/PhilFox43249797/status/1755051285785555244) 2024-02-07T02:10Z [----] followers, [--] engagements "@mattgaetz Another RINO for RNC chair Really" [X Link](https://x.com/PhilFox43249797/status/1755253038527263228) 2024-02-07T15:31Z [----] followers, [--] engagements "@alojoh Hi AJ if the FED doesnt wake up & cut rates soon we will join China in a deflationary spiral of our own" [X Link](https://x.com/PhilFox43249797/status/1755603747512983644) 2024-02-08T14:45Z [----] followers, [---] engagements "@alojoh Thank you AJ FCF = best leading indicator of corporate financial health" [X Link](https://x.com/PhilFox43249797/status/1755665539282731337) 2024-02-08T18:50Z [----] followers, [---] engagements "@TeslaBoomerMama @dunne_insights Wow great post Now see the wisdom in preemptive Tesla price cuts before Chinese dominate global markets esp Europe Only Tesla appears able to compete globally w low price Chinese invasion assuming global Gen3 Legacy will collapse as they did in mainland China" [X Link](https://x.com/PhilFox43249797/status/1755679342485536823) 2024-02-08T19:45Z [----] followers, 27.6K engagements "@DanaEn803 @TeslaBoomerMama When Tesla Gen3 hits the market global competition with BYD will be intense" [X Link](https://x.com/PhilFox43249797/status/1755703448698265771) 2024-02-08T21:21Z [----] followers, [--] engagements "@charles74116938 @TeslaBoomerMama China is in a serious deflation spiral Truflation shows US at 1.4% inflation & dropping sharply If the FED doesnt cut rates soon US may race China into a serious deflationary recession" [X Link](https://x.com/PhilFox43249797/status/1755705072699507199) 2024-02-08T21:28Z [----] followers, [--] engagements "@TroyTeslike The FED raised rates during [--] meetings one at [--] basis points two at [--] basis points four at [--] basis points Fastest rate increase in history Tesla did a superb job using pricing power to balance demand/supply during this difficult period as new car payments exploded" [X Link](https://x.com/PhilFox43249797/status/1755774819684041124) 2024-02-09T02:05Z [----] followers, [---] engagements "@Factschaser Silly FUD Tesla has more employees per car bc vertical integration Ford & GM outsource @ high cost low margin due to unions Thus Tesla = BEST FREE CASH FLOW ($2B in Q4) & MARGINS in industry Legacy cannot produce profitable EVs until they vertically integrate like Tesla" [X Link](https://x.com/PhilFox43249797/status/1755966463595192540) 2024-02-09T14:46Z [----] followers, [--] engagements "@theschnell3 @alojoh Wow Concerned about Rivian since Ross is now pumping it so hard" [X Link](https://x.com/PhilFox43249797/status/1755971823752077799) 2024-02-09T15:08Z [----] followers, [--] engagements "@theschnell3 @alojoh Agree Rivian has a chance to survive but Rivian has troubling inability to reduce variable costs with scale indicating an apparent lack of COGS discipline Contrast Rivians COGS issues w Tesla which consistently reduced COGS by 2% per Qtr almost 10% per year" [X Link](https://x.com/PhilFox43249797/status/1756052861287272539) 2024-02-09T20:30Z [----] followers, [--] engagements "@Woodland_00 @DanaEn803 @MaanMooney @TeslaBoomerMama @dunne_insights @elonmusk Agree China competitive globally barring trade barriers poss exception BYD mfg is labor-intensive & 90% China may not scale in Eur & US perhaps mfg in E. Eur & Mex Expect Tesla Gen3 mfg 100% automation (unboxed) w 50% COGS & continued Pricing Power How can Legacy survive" [X Link](https://x.com/PhilFox43249797/status/1756057256150368454) 2024-02-09T20:47Z [----] followers, [--] engagements "@WholeMarsBlog Long term $TSLA investors ignore short term stock moves Fickle investors sell $TSLA & buy GM Mary leads or Rivian bleeding cash Tesla = 30-40% growth in bad times When FED cuts expect 50% growth w Gen3 FSD/Robo Megapacks Cyber Semi Optimus DONT BET AGAINST ELON" [X Link](https://x.com/PhilFox43249797/status/1756784864483836410) 2024-02-11T20:58Z [----] followers, [---] engagements "@GenFlynn Guess Kelce is lucky to be a radical lefty jerk If he were conservative or MAGA and behaved like that . . " [X Link](https://x.com/PhilFox43249797/status/1757079127956328818) 2024-02-12T16:28Z [----] followers, [----] engagements "@farzyness Grok says he came to XAI" [X Link](https://x.com/PhilFox43249797/status/1757601605031977304) 2024-02-14T03:04Z [----] followers, [---] engagements "@karpathy Hi Andrej Us Tesla investors love you Grok says you are going to XAI Hoping Grok is correct Either way GOOD LUCK" [X Link](https://x.com/PhilFox43249797/status/1757602514789171362) 2024-02-14T03:07Z [----] followers, [----] engagements "@jasondebolt @JoshEakle @elonmusk Putin wanted to sign a peace deal in Istanbul but US UK & Ukraine refused peace Now US Neocons incl Biden Haley Congressional Democrats RINOs & Zelensky want to escalate the war Conservative Republicans want to negotiate peace" [X Link](https://x.com/PhilFox43249797/status/1757764951240818906) 2024-02-14T13:53Z [----] followers, [--] engagements "@BelannF Anyone interested in class action lawsuit against CIA for stealing [----] US election from site in Germany" [X Link](https://x.com/PhilFox43249797/status/1758144987101892809) 2024-02-15T15:03Z [----] followers, [----] engagements "@GerberKawasaki Hi Ross How do you know the CIA didnt murder Navalny to shut him up abt their activities & push Ukraine funding" [X Link](https://x.com/PhilFox43249797/status/1758575680453812249) 2024-02-16T19:34Z [----] followers, [---] engagements "@garyblack00 Hi Gary Tesla is competing in upcoming AI Humanoid Bot business w TAM in many $10s Trillion$ Anyones guess what this will require but could easily involve acquisition(s) Any CEO knows you hoard cash in this situation" [X Link](https://x.com/PhilFox43249797/status/1758577039408267582) 2024-02-16T19:40Z [----] followers, [--] engagements "@SenTomCotton Navalny was a CIA puppet Did CIA kill him to motivate US taxpayers to fund Ukraine or did Putin kill him" [X Link](https://x.com/PhilFox43249797/status/1758624209633149182) 2024-02-16T22:47Z [----] followers, [--] engagements "@HeatherThomasAF How do you know Navalny wasnt murdered by CIA like they destroyed the pipeline & blamed it on Putin Challenge everything Trust noone" [X Link](https://x.com/PhilFox43249797/status/1758672863920283731) 2024-02-17T02:00Z [----] followers, [--] engagements "@haveigotnews After who murdered him CIA" [X Link](https://x.com/PhilFox43249797/status/1758673433842385317) 2024-02-17T02:03Z [----] followers, [---] engagements "@Jason Hi Jason Many Americans believe Navalny was just another CIA FALSE FLAG event to secure Ukraine funding for Biden Does your post suggest you disagree with this opinion" [X Link](https://x.com/PhilFox43249797/status/1758855862280400945) 2024-02-17T14:08Z [----] followers, [--] engagements "@amuse @JRobFromMN How can they not worry when NY illegally targets & bankrupts businesses of political opponents Predict many businesses will move from NY to FL NY taxes will climb thru the roof" [X Link](https://x.com/anyuser/status/1759225860387746280) 2024-02-18T14:38Z [----] followers, 17.8K engagements "@KanekoaTheGreat Elon must move his $500M Tesla data center out of NY No rational CEO can invest in NY or DE in the future it increases legal risk/liability from many directions" [X Link](https://x.com/PhilFox43249797/status/1759673249909063703) 2024-02-19T20:16Z [----] followers, [----] engagements "@munster_gene @elonmusk Hi Gene Love your post but believe Tesla Optimus labor @ $10s Trillion$ TAM will dwarf everything for a decade Innovative geniuses do seem to have a lot of Good Luck whereas us mere mortals . . " [X Link](https://x.com/PhilFox43249797/status/1760667582498005421) 2024-02-22T14:07Z [----] followers, 18.5K engagements "@elonmusk Looks like an orthogonal polarity shift Truthseeking=Left Woke Racist=Right (Hitler) BUT Grok says these paths are not mutually exclusive. Perhaps there is truthseeking along both paths. Hope Grok is right" [X Link](https://x.com/PhilFox43249797/status/1760672320212107549) 2024-02-22T14:26Z [----] followers, [--] engagements "@garyblack00 @elonmusk @darewecan @SawyerMerritt $RIVN GM will not turn positive until they get variable costs under control which doesnt happen quickly" [X Link](https://x.com/PhilFox43249797/status/1760694178378395983) 2024-02-22T15:52Z [----] followers, [---] engagements "Wow Rivian down -28% midday Glad I didnt take the bait when Ross recently pumped $RIVN Considering a new investment vehicle: INVERSE Ross ETF NIA" [X Link](https://x.com/PhilFox43249797/status/1760701789706309925) 2024-02-22T16:23Z [----] followers, [---] engagements "Anyone else think Rivian $RIVN wishes they were ramping Cybertruck instead of R1T w declining demand $RIVN stock down -28% midday" [X Link](https://x.com/PhilFox43249797/status/1760703610365542719) 2024-02-22T16:30Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PhilFox43249797 Phil FoxPhil Fox posts on X about tesla, elon musk, inflation, china the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence countries automotive brands finance stocks celebrities us election technology brands cryptocurrencies social networks currencies
Social topic influence tesla #3459, elon musk, inflation, china, rivian, fed, spacex, $tsla, dems, money
Top assets mentioned Tesla, Inc. (TSLA) StarShip (STARSHIP) Uber Technologies, Inc. (UBER) Optimus (OPTIMUS) Dogecoin (DOGE) GrokCoin (GROKCOIN) Alphabet Inc Class A (GOOGL) RAMP (RAMP) StarLink (STARL) Rivian Automotive, Inc. (RIVN)
Top posts by engagements in the last [--] hours
"@TeslaBoomerMama @TeslaBoomerPapa Ha ha. Incredible life story. Thank you Alexandra. 50yrs ago proposed to my wife 30min after met on Pensacola beach. Navy pilot leaving town didnt know each other well enough to write so we married & left town together. Best life partner ever"
X Link 2023-04-07T17:04Z [----] followers, [----] engagements
"@4Mischief FBI Gestapo was recognized Why is FBI promoting racism w US tax funds Defund the FBI"
X Link 2023-05-16T03:12Z [----] followers, [----] engagements
"@LordPente Hope you are right At some point market will realize 80% of global auto sales being divided between Tesla & Chinese OEMs we see it now in China Europe [----] America [----] BUT zero confidence in market awareness & timing we continue to put every penny in $TSLA & wait . . "
X Link 2023-05-28T11:16Z [----] followers, [--] engagements
"@alex_avoigt BMW has its head in the sand wasting precious transition resources in chasing rainbows world-wide new auto sales 98% EVs by [----] biggest transition in auto industry in [---] yrs legacy companies will be marginalized by Tesla & Chinese OEMs to share 25% of the TAM"
X Link 2023-07-10T16:52Z [----] followers, [--] engagements
"@DillonLoomis22 Never bet against Elon will these ppl never learn LIDAR & Radar advocates Cruise Waymo et. al. wasted Billions & are all doomed Tesla FSD V12 w only Cameras + AI solves autonomy & will eliminate 80-90% fatal accidents caused by human error"
X Link 2023-08-26T15:48Z [----] followers, [--] engagements
"@DerektheCleric @WholeMarsBlog OEMs will be forced to license AI FSD from Tesla Google/Microsoft have AI talent but they lack: - 100s Petabyte RW database - 4M & exponentially growing global collectors - multiB RW AI infrastructure Tesla scales AI infrastructure [--] $B / yr Noone will catch up this decade"
X Link 2023-08-27T15:43Z [----] followers, [--] engagements
"@TickerSymbolYOU Haha $NVDA is a great company but their growth is already priced in and hw gains will level off in2 yrs w competition $TSLA will soar exponentially for over a decade on FSD & Optimus growth well beyond $AAPL& $NVDA"
X Link 2023-08-27T22:20Z [----] followers, [---] engagements
"@mitchellvii Kemp is a good governor Really Has corruption been normalized What are you smoking"
X Link 2023-09-01T12:25Z [----] followers, [--] engagements
"@Sprinter99800 Ukraine = WWI like war of human attrition on front lines Russia has more young ppl to genocide than Ukraine perhaps Zelensky realizing he has been scammed by the Western Uniparty After all Ukrainian youth are sacrificed & Russia still occupies Ukraine then WHAT COMES NEXT"
X Link 2023-09-11T08:19Z [----] followers, [--] engagements
"@EvasTeslaSPlaid @elonmusk Elon offers hope for the future of humanity"
X Link 2023-09-11T20:27Z [----] followers, [--] engagements
"@alex_avoigt Hi Alex Nice chart illustrates plummeting EV battery costs accelerating exponential death of ICE age justifies Elons strategy passing lower Tesla COGS to consumers to build 10X market share in [--] yrs 20M Tesla sales in [----] looks more likely great time to be all-in $TSLA"
X Link 2023-09-18T12:23Z [----] followers, [---] engagements
"@KanekoaTheGreat Ensures key Deep State players have access & security clearances thru upcoming election Should we expect global online activities during this US election like the last"
X Link 2023-09-20T12:03Z [----] followers, [--] engagements
"@KReichley By mid-decade Gen3 will accelerate death of the ICE AGE who will buy an old ICE design @ 2X cost of a compelling futuristic automated Tesla EV Do the math 80% EV market share by [----] Legacy OEMs are [--] yrs behind & falling further behind"
X Link 2023-09-20T13:02Z [----] followers, [--] engagements
"@GerberKawasaki Good question Ross 1/3 of the national debt coming to refi Govt will overprint/overspend what it needs Big [--] tech will survive but small bus screwed & Consumers squeezed Definitely NOT a soft landing Scary"
X Link 2023-09-23T15:50Z [----] followers, [---] engagements
"@DavidSacks McConnell trading young Ukrainian lives for US foreign policy w China Isnt that genocide Do we need a war crimes tribunal"
X Link 2023-09-23T18:25Z [----] followers, [--] engagements
"@GuntherEagleman Bush clan has destroyed DeSantis chances Paul Ryan didnt help either Why did DeSantis ever connect with these wierdos is it just money"
X Link 2023-09-26T08:25Z [----] followers, [--] engagements
"@ManicContrarian People know that DeSantis is supported by Neocon Warmongers like the Bushes & Paul Ryan For those who dont support genocide of young people in Ukraine that makes DeSantis a nonstarter"
X Link 2023-09-26T08:45Z [----] followers, [--] engagements
"@SawyerMerritt Hi Sawyer UAW signed their own death warrant Tesla 1st Optimus mfg BOTs in [----] Can replace 300K Big [--] workers w 100K BOTs Save $25B/yr Big [--] salary/benefits Big [--] survive w Optimus Jim Farley will be 1st Tesla add $10B/yr revenue @ 80% profit Tesla wins Unions lose"
X Link 2023-09-27T12:40Z [----] followers, [---] engagements
"@SawyerMerritt If Tesla employees unionize they lose stock options that would not end well"
X Link 2023-09-28T15:54Z [----] followers, [--] engagements
"@simonateba @elonmusk @RepTonyGonzales @AOC liberals dont want anything done about the border crisis why is that"
X Link 2023-09-30T06:50Z [----] followers, [--] engagements
"@SawyerMerritt Haha JPMorgan ignores Tesla exponential growth & guided Q3 retooling to misextrapolate nonfactual blind analysis Perhaps JPMs investment analysis skills are better suited for pedophile islands than technology growth companies"
X Link 2023-10-04T10:05Z [----] followers, [--] engagements
"@TSLAFanMtl Truth Ignorance is no excuse for misleading investors BYD is growing fast but nowhere close to Tesla any comparison must include mkt segments pricing leverage profits/margins cash flow tech vs labor intensive mfg global vs Cina centric automation etc"
X Link 2023-10-04T10:18Z [----] followers, [---] engagements
"@TheWifesBF @TSLAFanMtl Everyone but Tesla is VERY FAR BEHIND Tesla pricing power dominates the global EV industry Tesla market share is only limited by their production ramp bc they control global pricing w COGS/profitability dominance All others competing for #2"
X Link 2023-10-04T17:54Z [----] followers, [---] engagements
"@piloly and with significantly lower margins than Tesla Tesla = technology intensive mfg BYD = labor intensive mfg BYD low price EV mfg does well in regions where labor is cheap not as well in US & EU"
X Link 2023-10-04T21:32Z [----] followers, [---] engagements
"@hikingskiing So are you saying Tesla will only license FSD to survivors"
X Link 2023-10-05T11:38Z [----] followers, [--] engagements
"@garyblack00 Agree Gary but price cuts are LINEAR NEGATIVE MARGIN whereas TAM = EXPONENTIAL POSITIVE MARGIN price cuts & advertising are both needed & enabled by Tesla COGS reductions suspect Elon plans to balance cuts @ limit 18% margin for continued mkt share growth @ max prod ramp"
X Link 2023-10-06T10:00Z [----] followers, [---] engagements
"@NorthernCow_Boy Hope you are right Saudis have kept $LCID alive to-date as they seem stuck in increasingly competitive high-end mkt niche & miniscule production Tesla investor faces seem safe as MS & MX price cuts & new EV entries further squeeze the $LCID mkt niche"
X Link 2023-10-06T10:21Z [----] followers, [---] engagements
"@TSLAFanMtl Price cuts = LINEAR NEGATIVE margins resulting TAM EXPONENTIAL POSITIVE margins Prices will continue to drop w massive COGS savings Do the math Think longer term Watch Elon & learn"
X Link 2023-10-06T10:28Z [----] followers, [--] engagements
"@TripleDTrader $TSLA compelling upgrades & pricing pwr (w higher margins & low COGS) compensate for increased loan interest rate Teslas Total Addressable Market (TAM) is increasing exponentially w linear price cuts Consumer wins - Tesla continued 50% growth 60% US mkt share 20% global ms"
X Link 2023-10-07T08:34Z [----] followers, [--] engagements
"@TSLAFanMtl Reasonable skepticism as an optimist see poss small Optimus TAM/CAP contrib in [----] IF Optimus on Tesla mfg line In past Tesla retail beat WS by factoring risky $TSLA future bf WS Long term view & 1% of multiTrillion BOT TAM could yield big win for retail over WS skeptics"
X Link 2023-10-07T10:20Z [----] followers, [--] engagements
"Nice runup on $TSLA today market starting to realize inflation & rate hikes are over upcoming Cybertruck launch time for $TSLA to fly again [---] in Jan"
X Link 2023-10-10T16:04Z [----] followers, [--] engagements
"@alojoh Tesla profitability = 22X greater than #2 EV maker BYD What competition Tesla will become the largest auto OEM globally by [----] Tesla will become the largest company globally by 2030"
X Link 2023-10-11T08:35Z [----] followers, [---] engagements
"@ConservativesSo @IanJaeger29 Great idea Saudi should host Hamas in their cities After all they are all Arabs"
X Link 2023-10-11T21:03Z [----] followers, [----] engagements
"@k_guber @AllApol90253644 @IanJaeger29 SUPERB PLAN Obama3 er . . . Biden admin redirect 6Billion$ intended for Iran terrorists to instead help Palistanians since Texas has superb transportation to NYC Texas governor [--]. bus Palistinians fm Gaza to Saudi Arabia [--]. fly Hamas baby murders to GITMO Problem solved"
X Link 2023-10-11T21:22Z [----] followers, [---] engagements
"@MarioNawfal Israel is allowing Palestinian citizens to leave Gaza for Saudi Arabia or other Arab states Israel is NOT the problem Problem: Arabs are using Palestinians as a shield for Hamas Solution: [--]. Arab states host Palestinian civilians [--]. Israel exterminate Hamas Problem solved"
X Link 2023-10-12T15:37Z [----] followers, [----] engagements
"@garyblack00 @WholeMarsBlog @elonmusk Haha $LCID couldnt count them because it was such a big number of Q3 sales . . "
X Link 2023-10-13T12:50Z [----] followers, [---] engagements
"Why is Biden delaying Spacex Starship orbital launch Is Biden getting kickbacks from Putin to delay Starship to Moon & Mars"
X Link 2023-10-13T21:48Z [----] followers, [--] engagements
"@MarioNawfal Did Ismail move his family to Qatar before Hamas rained barbaric aggression & horrific violations on Israel & Gaza"
X Link 2023-10-14T13:15Z [----] followers, [--] engagements
"@Zapaman @alex_avoigt Unfortunately Ford GM Toyota are in the roundoff error perhaps cant see them on the chart Hoped they would take off by [----] but Tesla & Chinese global market dominance will be final before that date"
X Link 2023-10-14T15:37Z [----] followers, [--] engagements
"@naishtot @alex_avoigt Tesla is THE DOMINANT GLOBAL EV PLAYER #2 BYD superb strength in China likely wont scale to Europe & America BYD relies on ultracheap Chinese labor to barely achieve breakeven profits US import tariffs force new mfg plants in US Europe may follow suit to protect industry"
X Link 2023-10-14T15:44Z [----] followers, [--] engagements
"@aramatev @alex_avoigt BYD has immense growth but ONLY IN ULTRA LOW-COST LABOR REGIONS LIKE CHINA That dog cant hunt in Europe & America BYD is NOT a global player as yet & lack Pricing Power/profitability to make that transition"
X Link 2023-10-14T15:50Z [----] followers, [--] engagements
"@Travis_in_Flint How can a President screw up Americas foreign policy so badly in so few years without intending to do so"
X Link 2023-10-14T15:57Z [----] followers, [----] engagements
"@carsonight @naishtot @alex_avoigt Waiting for Tesla Gen3 entry into global mass market If Tesla can beat BYD on COGS & automation then Tesla could capture 80% of global EV profits by 2027"
X Link 2023-10-15T11:32Z [----] followers, [--] engagements
"@MarioNawfal Missed the line from the Crown Prince where he will host 1M Gaza civilians in Saudi Arabia while humanity erases Hamas"
X Link 2023-10-15T12:05Z [----] followers, 13.7K engagements
"@KimDotcom Or Americans can carry a gun & drive the BULLETPROOF CYBERTRUCK"
X Link 2023-10-15T12:07Z [----] followers, [----] engagements
"@tlake11 @thejefflutz @Tesla Taxpayers wont cover anything they are broke to the tune of $33+ Trillion$ funding forever wars overseas Legacy will be bankrupt this decade union workers unemployed except Fain w a show in late night comedy"
X Link 2023-10-17T03:45Z [----] followers, [--] engagements
"@TeslaBoomerMama Inspite of immense debt Toyota may survive the EV transition Nissan will not"
X Link 2023-10-18T00:47Z [----] followers, [---] engagements
"@EvasTeslaSPlaid If they wait till late [----] GM & UAW will be irrecoverable with [--] EV generations lag behind Tesla & Chinese OEMs Massive layoffs will be inevitable US taxpayers cannot be expected to save GM & unions from incompetence or greed"
X Link 2023-10-18T01:49Z [----] followers, [--] engagements
"@MarioNawfal STOP REPEATING HAMAS LIES hospital was clearly hit by a Hamas missile perhaps previously intercepted THIS WAS NOT AN ISRAELI PRECISION JDAM BOMB THE TRUTH IS OBVIOUS"
X Link 2023-10-18T10:44Z [----] followers, [----] engagements
"@KimDotcom Your opinion My opinion = If US projects weakness & allows Iran to have Nuclear weapons Then expect Iran to step up decades of global terrorism to Nuclear terrorism incl inside continental US Strength against Iranian terror is the only acceptable US option"
X Link 2023-10-18T12:31Z [----] followers, [---] engagements
"@SeketAanru No Spacex cant get to Mars bc Biden is blocking their Starship launches from Texas"
X Link 2023-10-19T01:14Z [----] followers, [----] engagements
"@AvivaKlompas Both parents have now been confirmed dead God bless these children"
X Link 2023-10-19T14:52Z [----] followers, [----] engagements
"@ErikHensema @FelixSchlang @GroundTruthPics Great tech companies need to take some risks Spacex did a good job on launch [--] noone died noone hurt much learned timely scrutiny is OK political blockage/corruption is NOT Unsat alternative = taxpayers bilked $2B / SLS launch Humanity needs Starship ASAP for Moon & Mars"
X Link 2023-10-19T17:42Z [----] followers, [--] engagements
"@ByronDonalds Great choice for Speaker - Byron Donalds"
X Link 2023-10-21T01:13Z [----] followers, [---] engagements
"@TSLAFanMtl Read Teslas Master Plan Reducing prices is part of the exponential EV transition Patience Grasshopper"
X Link 2023-10-22T16:28Z [----] followers, [--] engagements
"@charliekirk11 These people were directed to leave Gaza why didnt they leave"
X Link 2023-10-23T18:33Z [----] followers, 12.4K engagements
"@FrontlineBJ Newsom is threatening to open US market to BYD by raving about a BYD NEV NOT a BEV BYD NEVs would destroy Ford & GM ICE profits needed for EV transition So Newsom is promoting: [--]. Big Oil over clean energy [--]. Chinese OEMs over US OEMs [--]. Cheap Chinese labor over US unions"
X Link 2023-10-24T12:15Z [----] followers, [--] engagements
"@WallStreetApes Should have driven a Tesla for good cross country driving experience pure joy Let the car drive you with FSD Have never seen a bad Tesla supercharger in [-----] miles of cross country driving"
X Link 2023-10-25T19:40Z [----] followers, [----] engagements
"@SawyerMerritt Buy a cybertruck instead for that price"
X Link 2023-10-25T20:34Z [----] followers, [---] engagements
"@TeslaBoomerMama @GavinNewsom video reveals Americas leadership plan [--]. DC Globalist Elites = China puppets [--]. Biden has become TOXIC [--]. Xi bait & switch: Biden to Newsom [--]. Obviously no election interference by China & US Intel [--]. Media = enthusiastic cheerleaders [--]. Nothing to see folks move along"
X Link 2023-10-26T10:56Z [----] followers, [--] engagements
"@farzyness Tesla is rapidly dominating all aspects of transportation Tesla TAM 4X Apple This does not include new trillion $$ opportunities: [--]. automation/robotaxi [--]. energy [--]. Optimus AI Bots [--]. DOJO AI supercomputing"
X Link 2023-10-26T21:32Z [----] followers, [---] engagements
"@SawyerMerritt @elonmusk @Tesla Most encouraging words from Ford in years Jim Farley gets it [--]. COGS [--]. Scale Ford will be very late to in EV transition w Gen2/3 Perhaps slow US transition China tariffs & teaming w Tesla will help Hope they succeed"
X Link 2023-10-27T18:50Z [----] followers, [----] engagements
"@IanJaeger29 If they do this Other states may remove ALL DEMOCRAT PRESIDENTIAL CANDIDATES due to that partys insurrection against America on the southern border"
X Link 2023-11-01T18:26Z [----] followers, [----] engagements
"@DriveTeslaca SEC pls investigate Jim Cramer uses weasel-worded FALSE MEDIA STATEMENTS to manipulate $F & $TSLA stocks Jims fund owns a lot of Ford stock Obvious concerned w Cybertruck impact on F150 sales Fords biggest cash cow Superb Stevenmarkryan video This will not end well for Jim"
X Link 2023-11-03T08:29Z [----] followers, [---] engagements
"@seanmdav Of course Biden wont support Israel-only support Israel doesnt launder 10% to the big guy like Ukraine"
X Link 2023-11-03T09:23Z [----] followers, [--] engagements
"@alex_avoigt Huge announcement Tesla will build $25K model in Berlin Tesla will dominate Europe in [--] years with products built in Berlin"
X Link 2023-11-03T22:32Z [----] followers, [----] engagements
"@AdamG620 @jacobhelberg @SpaceX Charlie likes to promote the stocks he owns So how does he explain massive -$7B QoQ cash flow drop in Q3 & why is he selling BYD stock"
X Link 2023-11-05T14:33Z [----] followers, [--] engagements
"@tesla4k Wow not a good track record if you let emotions drive investing Does this bode well for investors if Ross moves investment $$ out of Tesla into Rivian"
X Link 2023-11-17T11:13Z [----] followers, [---] engagements
"@CuriousPejjy Same here with all the media attacks on Elon expected tesla stock to plunge This is very positive for $TSLA"
X Link 2023-11-20T21:01Z [----] followers, [--] engagements
"@the_antrik @thejefflutz @garyblack00 @MartinViecha Tom Zhu is integrating Model [--] now I believe M2 begin early prod at GigaTexas late2024 w significant ramp thru [----] at several sites By late [----] M2 will be produced on at least [--] continents and exceed production volume of all other Tesla models"
X Link 2023-11-22T11:19Z [----] followers, [--] engagements
"@garyblack00 Hi Gary Nice list of catalysts Agree with all but share buybacks Tesla needs cash to finance near term growth"
X Link 2023-11-23T01:59Z [----] followers, [---] engagements
"@s_noronha @garyblack00 Haha People will either love it or hate it but Cybertruck effect will NOT WEAR OUT in this decade We estimate it will eventually ramp tp [------] in [--] yrs Revenue: $30B Margin: $5B"
X Link 2023-11-23T22:31Z [----] followers, [--] engagements
"@CollinRugg I believe Eric Adams"
X Link 2023-11-24T01:31Z [----] followers, [--] engagements
"@Teslaconomics and Rivian seriously flunked the towing competition ALL RIVIANS SHOULD BE PAINTED PINK"
X Link 2023-12-02T02:02Z [----] followers, [--] engagements
"@thejefflutz @Tesla Rivian is the only US EV seriously trying to ramp besides Tesla but its hard to imagine Rivian achieving BE after Cybertruck intro"
X Link 2023-12-02T02:16Z [----] followers, [---] engagements
"@CathyKichler @thejefflutz @Tesla Nice list Cybertruck just took 4-5 yrs off the advanced technology timeline & reduced risk/cost for high-volume Model [--] - Drive by wire w nonlinear steering response - Brake by wire - [--] volt network - Tesla [----] batteries/packs - Less weight - Advanced SW"
X Link 2023-12-02T02:31Z [----] followers, [---] engagements
"@CathyKichler Where did WS get the fantasy idea CT will be low volume Why would Tesla spend $ on full automation then limit ramp to 20% w exceptional demand increasing margins Only [--] remaining questions for investors: [--]. how fast can Tesla ramp CT [--]. how high can Tesla push CT margins"
X Link 2023-12-05T14:29Z [----] followers, [---] engagements
"@TSLAFanMtl Patience grasshopper [----] is built inhouse cheaper higher margins/subsidies than panasonic [-----] Note: building new industry leading battery prod capab requires multiple generations Next gen high vol $20k market will require inhouse battery prod to meet cost/margin goals"
X Link 2023-12-05T15:54Z [----] followers, [---] engagements
"@DeborahHodder1 @SeketAanru I believe Spacex will beat everyone to Mars w Starship & Optimus AI BOTS this decade then humans early 2030s Fusion is not needed until later Starship trips w more humans perhaps late 2030s"
X Link 2023-12-08T11:30Z [----] followers, [--] engagements
"Grok are you there"
X Link 2023-12-08T12:18Z [----] followers, [--] engagements
"@grok what is 4+5"
X Link 2023-12-08T12:20Z [----] followers, [--] engagements
"@4Kpodcast Mexica bureaucrats may be too little too late Tesla can simultaneously ramp Gen3 in Texas Shanghai & Berlin while they dawdle"
X Link 2023-12-10T17:59Z [----] followers, [--] engagements
"@Jason @DavidSacks @AlexJones Hi Jason do you intend to use liberal media attacks and all-in podcast to censor Alex because you dont like him Will you also encourage FBI & CIA censorship"
X Link 2023-12-11T05:13Z [----] followers, [--] engagements
"@cvalente28 HI Ross Elon actions appeal to half of Americans that make up the multi-Billion$ Gen3 TAM i.e. Middle Americans Perhaps he feels your opinion doesnt really matter bc you have been clear are buying a Rivian"
X Link 2023-12-11T05:46Z [----] followers, [--] engagements
"@vikramvi_ @TeslaBest @Tesla Tesla is supply constrained in Europe Note the rapid mkt share shift as Tesla ramps production Legacy OEMs with ICE/hybrids & unprofitable BEVs are doomed"
X Link 2023-12-18T11:46Z [----] followers, [--] engagements
"@garyblack00 As you know In [--] yrs TSLA has risen 1000% RIVN declined 80% since IPO RIVN = just a car company that we HOPE WILL SURVIVE BUT STILL NOT PROFITABLE Tesla = highly profitable diverse MegaCAP tech/AI EV BOT & energy company with many massive growth options BIG DIFFERENCE"
X Link 2023-12-18T23:12Z [----] followers, [----] engagements
"@BassonBrain @NicklasNilsso14 Long Tesla investors happy to see these investors go away Tesla should not fund Nordic union grift or create foothold for unions to destroy Tesla innovation as they have legacy auto"
X Link 2023-12-19T10:33Z [----] followers, [--] engagements
"@alojoh Very informative AJ I didnt realize the incredible advantage Tesla has in China until your post Thank you"
X Link 2023-12-19T10:47Z [----] followers, [---] engagements
"@alojoh Hi AJ Superb data We see regional death of ICE in China But legacy OEMs Big Oil & dealers propping up ICE in NA & EU I claim (wo proof) in 24mo Tesla Gen3 & China BEVs will exponentially dominate massive $12K-30K TAM NA & EU ICE OEMs (new & used) will collapse soon after"
X Link 2023-12-22T11:50Z [----] followers, [---] engagements
"@thejefflutz Wow already below 2% deflation coming"
X Link 2023-12-22T14:33Z [----] followers, [--] engagements
"@keith_dorschner @BillAckman @Harvard I understand Obama wanted Gay to replace Biden"
X Link 2023-12-25T18:34Z [--] followers, [--] engagements
"@RepMTG Guess that means they feel threatened & you are doing a good job Merry Christmas Marjorie"
X Link 2023-12-25T18:37Z [----] followers, [--] engagements
"Hi Brian Great question Starlink technology will grow exponentially w Starship In [--] yrs Starship will enable low cost launches of larger Starlink replacement satellites with - 10X weight - 1000X wider bandwidth (bw) supported by: - 10X power - larger 2D apertures - more 2D subarrays in each aperture supporting more independent high bw beams per aperture (# beams correlates w # subarrays) - larger multibeam footprint on the surface to lower grazing angles - wider frequency coverage w higher freqs (w higher bw) more power/bw on low freq handheld cell phones etc. - more robust inter-satellite"
X Link 2023-12-25T20:12Z [--] followers, [---] engagements
"@BreannaMorello @lsferguson Bidens America"
X Link 2023-12-26T01:24Z [--] followers, [--] engagements
"@DavidSacks Hi David cant rethink defense budget wo changing entire structure of military-defense complex esp. CIA Too much corruption no competition/disruption Too many senior officers get cushy jobs in industry e.g. look at Spacex vs Boeing America needs more Elons"
X Link 2023-12-27T20:04Z [----] followers, [--] engagements
"@alojoh Haha Lidar is a fools errand Tesla does everything Lidar does but better with multiple high res cameras & algorithms"
X Link 2023-12-27T20:08Z [----] followers, [--] engagements
"@marc_benton $80K AWD 48V & steer-by-wire Cybertruck w $7500 IRA rebate is 10X better than Rivian"
X Link 2023-12-30T14:26Z [--] followers, [--] engagements
"@garyblack00 Need better info on $RIVN negative margins & high volume van business propping up cash flow In flying we call this behind the power curve situation seen before many fatal crashes IMO $RIVN is NOT A SAFE INVESTMENT ATT Hope $RIVN is successful but VERY HIGH RISK"
X Link 2024-01-02T20:20Z [----] followers, [----] engagements
"@WholeMarsBlog Investing in $RIVN = proven way to change $100 bills into $20 bills"
X Link 2024-01-02T20:34Z [--] followers, [---] engagements
"@BillAckman But still paid 900000/yr at Harvard to copy others work DEI Racists are getting rich by stealing the work of others"
X Link 2024-01-03T21:09Z [----] followers, 56.7K engagements
"@TSLAFanMtl @elonmusk It hasnt swung that much Gay still makes $900000/yr to promote racist DEI policies"
X Link 2024-01-03T21:18Z [----] followers, [--] engagements
"@CernBasher Great post Cern Wondering what happens in [--] yrs when [--] Million illegal immigrant jobs are filled by Optimus AI BOTS Will they all go on lifetime welfare as paid voting slaves"
X Link 2024-01-04T22:53Z [----] followers, [--] engagements
"@elleonCEOTK Haha God Bless You Tarik"
X Link 2024-01-05T01:10Z [--] followers, [--] engagements
"@realchrisrufo Thank you Chris for your moral courage to hang tough thru their attacks Your work is vital to rid humanity of this racist DEI cult that destroys institutions & moral integrity in America albeit with some pain to yourself God bless"
X Link 2024-01-05T10:40Z [--] followers, [---] engagements
"@RadioGenoa @lsferguson DEI 101"
X Link 2024-01-05T19:19Z [--] followers, [---] engagements
"@WuWei113 @ElijahSchaffer @TheRabbitHole84 @hodgetwins Hi Wei Wu Mavericks have been severely racist & sexist in their hiring policies Since @mcuban says he supports DEI he will gladly hire you for the low salary of $15 Million to correct for his past racist & sexist hiring mistakes Good luck in your new MBA career"
X Link 2024-01-06T17:49Z [----] followers, [--] engagements
"@alx Sooo . . . DOJ is now targeting Americans who peacefully stood on the lawn"
X Link 2024-01-06T19:23Z [----] followers, [----] engagements
"@robbystarbuck @MythinformedMKE @elonmusk DEI = RACISM"
X Link 2024-01-07T02:50Z [----] followers, [--] engagements
"@4TaxFairness Unrealized gains = no gains Pls try not to be an idiot"
X Link 2024-01-07T21:06Z [--] followers, [--] engagements
"@PaulHPowell13 @ShrimpTeslaLong Good point but BOT training from video enables rapid assimilation of Millions of tasks these programs copied from Tesla AP Store to millions of BOTs Rate of progress only limited by AI compute BW & production ramp both of which Tesla is the global leader"
X Link 2024-01-08T16:13Z [----] followers, [--] engagements
"@wendyp4545 FAA should focus on unsafe passenger aircraft instead of political block of Starship launches"
X Link 2024-01-08T19:08Z [--] followers, [---] engagements
"@TeslaBoomerMama Hi Alexandra If you have time pls see recent X video by Herbert & Larry SUPERB summary of Tesla business next [--] mo based on Morgan Stanley note @380 PT wo Optimus Appreciate everything you & Papa do for the Tesla community"
X Link 2024-01-08T22:25Z [--] followers, [---] engagements
"@RepClayHiggins Thank you Clay While you are there pls ask Mike how much he is being paid to undermine the Republican party"
X Link 2024-01-09T02:08Z [--] followers, [--] engagements
"@JoeTegtmeyer With all of these critical path milestones its a shame Bidens FAA keeps delaying Starship launches"
X Link 2024-01-10T01:05Z [----] followers, [--] engagements
"@elonmusk @SawyerMerritt Hi Elon Pls ignore the Old Media FUD X will soon replace it with truth WE LOVE YOU & truly appreciate everything you are doing for Humanity"
X Link 2024-01-10T18:19Z [----] followers, [--] engagements
"@alex_avoigt Supercharger power or $TSLA price"
X Link 2024-01-11T03:15Z [----] followers, [---] engagements
"@farzyness Hi Farzad Big Dem donors think Nikki Haley can undermine Trump Like sending a water pistol to a gunfight"
X Link 2024-01-11T15:50Z [--] followers, [----] engagements
"@GerberKawasaki Last time I checked VW doesnt own ChatGPT either Who cares if Tesla owns Grok"
X Link 2024-01-11T16:06Z [----] followers, [---] engagements
"@giftgab538 @EndWokeness Thank you Judge Moses All Americans appreciate your integrity"
X Link 2024-01-12T02:53Z [----] followers, [----] engagements
"@alex_avoigt Superb chart Alex Shows amazing BYD ramp Tesla needs Gen3 ASAP to match BYD since higher ASPs saturating In [----] Tesla delay in ramping lower ASP is matched by BYD globilization delay By early [----] it will be over Dont see how legacy & startups can survive after 2026"
X Link 2024-01-12T08:50Z [----] followers, [--] engagements
"@amuse @AliBradleyTV @GovAbbott @TexasBorderCzar @TxDPS @LtChrisOlivarez @TXMilitary At least Biden cant use F22s against the State of Texas He has them all busy starting wars in the middle east"
X Link 2024-01-12T14:22Z [----] followers, [---] engagements
"@TulsiGabbard You are correct Tulsi Obama & Biden funded the Houthis thru Billion$ gifts & removing sanctions on their funding sponsor Iran Now they are at war with them"
X Link 2024-01-13T01:51Z [----] followers, [--] engagements
"@RobGouveiaEsq Documents point to the WH Liz Chaney et al behind the corruption of local Dem DAs & courts against Trump Are Cheney & others making Million$ from big donors to corrupt America Who is orchestrating & funding this political corruption of Americas legal system"
X Link 2024-01-13T13:33Z [----] followers, [---] engagements
"Is Tucker right Is Bidens attack on Houthis a prelude to full scale WWIII against Iran"
X Link 2024-01-13T13:37Z [----] followers, [---] engagements
"@TeslaBoomerMama TRUTH Wish we had cash to buymore $TSLA at amazing price"
X Link 2024-01-13T14:09Z [----] followers, [--] engagements
"@daltybrewer BINGO Actually enjoy when this happens because the big $TSLA bounce is so sweet"
X Link 2024-01-13T14:19Z [----] followers, [--] engagements
"@TeslaBoomerMama Agree Alexandra [----] is the time for Tesla to explosively expand market share in bots DOJO & EVs as interest rates drop Elons multiBillion moves with DOJO & India are examples"
X Link 2024-01-14T15:25Z [----] followers, [--] engagements
"@CernBasher Superb post Cern WS is clearly ignoring most of Teslas probable future value Another factor in assessing Tesla value: consider the founder CEO track record NEVER BET AGAINST ELON In my mind the Elon factor likely boosts the probability of Robotaxi & Optimus success to 50%"
X Link 2024-01-14T15:59Z [----] followers, [----] engagements
"@GranTorinoDSA Perhaps DeSantis doesnt have as much Dem support as Haley"
X Link 2024-01-14T16:15Z [----] followers, [---] engagements
"@VivekGRamaswamy Vivek has the truth Noone thinks Haley can beat Biden she is an expendable pawn funded by Dem donors to weaken Trump"
X Link 2024-01-14T16:18Z [----] followers, [--] engagements
"@NikkiHaley Hi Nicki How much are the big Dem donors paying you to sacrifice yourself against Trump"
X Link 2024-01-14T16:21Z [----] followers, [--] engagements
"@TeslaLarry SUPERB work Larry Will this wake up WS to exploding market With a DecaTrillion TAM how long until all but Tesla are gobbled up by AI powerhouses Nvidia Google etc. Production scale & Billion$ ramp will define winners expect [--] final DecaTrillion players one of which = Tesla"
X Link 2024-01-14T18:08Z [--] followers, [---] engagements
"Houthi Red Sea games have NOTHING to do w America This largely impacts Chinese shipments to Europe Houthis are funded by Iran w gratuitous gifts & relaxed sanctions by Obama & Biden Why is America jumping head first into another middle east war we cannot afford & cannot win"
X Link 2024-01-14T18:23Z [----] followers, [--] engagements
"@Gwynne_Shotwell @elonmusk God bless you Gwynne Thank you for everything you do"
X Link 2024-01-15T03:04Z [----] followers, [---] engagements
"@elonmusk @heyitsyashu Hi Elon Concur with a scaled compensation plan to achieve 2-10 Trillion Capitalization Concur w 25% $TSLA ownership at the high end for the following reasons: [--]. Your control of Tesla AI is essential for Humanity [--]. Provides Trillion$ seed funding for Mars & Beyond"
X Link 2024-01-16T11:56Z [----] followers, [---] engagements
"@garyblack00 Buyback does have near term benefits to shareholders but $26B is miniscule (1% est future cap) if we consider $TSLA growth w new AI projects Having run a business & considering political/economic volatility of US govt not in a million years would I give up that cash right now"
X Link 2024-01-17T07:23Z [----] followers, [----] engagements
"@farzyness @elonmusk Thank you Farzad Excellent analysis believe Tesla BOT COGS much lower driven by exponential gains in [--] Bs (Brains & Batteries) Exp Battery COGS reduction driven by EVs but Exp Brains COGS reduction soon driven by 10s Millions Optimus & DOJO chips @ 2-3mic fab fm Taiwan & SK"
X Link 2024-01-18T16:35Z [----] followers, [---] engagements
"@OpenskiesX Wishful thinking but NOT TRUE China will be a dominant player in Real World AI Robotaxis & Humanoid Robots esp after take over of Taiwan chip fabs Many global LLM players but Tesla will be dominant US firm w Humanoid Robots FSD & RW AI being 90% vertically integrated"
X Link 2024-01-18T17:01Z [----] followers, [---] engagements
"@SpeakerJohnson CLOSE THE US BORDER STOP WASTING TIME & MONEY ON THE RED SEA"
X Link 2024-01-18T18:20Z [----] followers, [--] engagements
"@daltybrewer Nice post Dalton thank you Why are WS analysts such blind followers of the past Its vision like yours in the Tesla retail investor community that help us see the real future I am all-in $TSLA could care less what the stock price does next week bc we see whats coming"
X Link 2024-01-21T10:30Z [----] followers, [---] engagements
"@CernBasher Everyone pls see Herberts latest interview with Figure CEO Brett Adcock This interview accelerates the Humanoid timeline & TAM in my mind Brett talks about a Billion humanoid bots starting w mfg Figure will integrate humanoid bots into BMW mfg in [----] using AI autonomy"
X Link 2024-01-21T19:44Z [----] followers, [---] engagements
"@TSLAFanMtl Strong correlation when $TSLA went sideways in last [--] yrs IS IRRELEVANT for long term investors What about periods when $TSLA 10X suspect EPS does NOT strongly correlate w periods of $TSLA hypergrowth in stock price but happy to be proven wrong"
X Link 2024-01-23T21:52Z [----] followers, [---] engagements
"Hi Cern Great vision thanks I like $20/day better than earlier pticing demand = Billions in [--] yrs w 100M/yr supply Big question: Tesla MOAT Actuators cameras Nvidia hw/sw = CHEAP & AVAIL Figure is $100M startup can dozens of startups copy Figure Tesla MOATS [--]. DOJO TRAINING [--]. TESLA JOB AP STORE [--]. TESLA INFERENCE ENGINE [--]. TESLA REAL WORLD DATA"
X Link 2024-01-24T15:39Z [----] followers, [--] engagements
"@CernBasher Hi Cern It seems to me the real business MOAT isnt the bot but rather JOB TRAINING & JOB AP STORE (like Apple) Therefore suggest Customers will purchase Optimus BOT APs from a Tesla AP STORE Tesla AP STORE = MOAT"
X Link 2024-01-24T16:11Z [--] followers, [--] engagements
"@TroyTeslike @garyblack00 You are looking at short term earnings seen in a rear view mirror limited to period price was flat/down Great strategy for gamblers Bad for long term investors $TSLA investors care about FUTURE VALUE Largely driven by - GEN3 - FUTURE RAMP - ENERGY - OPTIMUS - FSD - AI"
X Link 2024-01-24T16:31Z [----] followers, [---] engagements
"Tesla guided to start delivering new products (Optimus Humanoids) IN [----] that address a larger TAM (human labor) than any product in history (TAM US GDP in 10s of Trillion$) resulting in Tesla stock -12% ON WHAT PLANET DOES THIS MAKE SENSE"
X Link 2024-01-26T09:05Z [----] followers, [--] engagements
"@heydave7 Hi Dave Gross margins are 2nd order for a company that will deliver Optimus Humanoids & Gen3 in [----] TAM = US GDP Tesla = worlds best growth company & will become largest in world Pls dont pander to whiny WS analysts extrapolating w one eye closed from a rear view mirror"
X Link 2024-01-26T17:27Z [----] followers, [---] engagements
"All-in $TSLA Investor propose: New $500 BILLION$ comp plan for Elon covering [----] thru [----] to $10 TRILLION$ CAP [--]. Move Tesla incorporation to TX [--]. $TSLA investors file class action lawsuits against Investor behind anti-Elon lawsuit Lawyers Judge"
X Link 2024-01-31T10:16Z [----] followers, [--] engagements
"@JTLonsdale Suggested response: [--]. Move $TSLA incorporation to TX [--]. New $500B 2018-2030 comp plan to hit $10T [--]. Investor lawsuits against all political activists"
X Link 2024-01-31T10:29Z [----] followers, [---] engagements
"@charliekirk11 Suggest new $500 BILLION comp plan (2018-2030) to $10 TRILLION CAP retaining $55B from 2018-present AFTER moving $TSLA incorporation to TX $TSLA investors must double down support for Elon against political attacks"
X Link 2024-01-31T10:41Z [----] followers, [--] engagements
"@alojoh Suggested response: [--]. Move $TSLA incorporation to TX [--]. New $500 BILLION comp plan (2018-2030) up to $10 TRILLION CAP retain $56B for 2018-present [--]. Class action $TSLA lawsuits against anti-Elon political activists that undermine investor majority decisions"
X Link 2024-01-31T10:58Z [----] followers, [---] engagements
"@_SFTahoe @kimbal @IraEhrenpreis @robyndenholm @jgebbia @elonmusk Hi Amy New Elon comp plan = $500B for $10 Trillion CAP by [----] with Tesla incorporation in TX Shareholders will overwhelmingly pass another aggressive growth plan for Elon & Tesla employees THIS IS TESLA NOT GM"
X Link 2024-01-31T17:24Z [----] followers, [--] engagements
"Dont mess with Texas & DONT MESS WITH ELON"
X Link 2024-01-31T17:25Z [----] followers, [--] engagements
"RIVIAN IS A CASH INCINERATOR Superb financial analysis by Wall Street Millenial on YT Rivian COGS are leveling out about $30K above ASP NOT LOOKING GOOD"
X Link 2024-01-31T22:33Z [----] followers, [--] engagements
"@alex_avoigt Only if Tesla moves state of incorporation from DE to TX"
X Link 2024-01-31T22:35Z [----] followers, [---] engagements
"Truflation rate just plummeted to 1.44% Lowest rate in company history FED is driving America into deflation/recession"
X Link 2024-02-01T16:58Z [----] followers, [--] engagements
"@alojoh @NIONordics Interesting chart also shows Rivian falling off a cliff bc they cant get variable costs under control Rivian isnt seeing expected COGS leverage with volume production Not a good sign for Rivian investors"
X Link 2024-02-03T17:00Z [----] followers, [--] engagements
"@TeslaBoomerMama @elonmusk @Tesla Thank you Alexandra Your rapid response clearly indicates that Tesla investors are loyal to Elon"
X Link 2024-02-05T08:21Z [----] followers, [---] engagements
"@TSLAFanMtl @elonmusk Obviously Tesla has made the right moves in reducing prices to increase the TAM & make EVs more affordable during a period of high interest rates"
X Link 2024-02-05T08:25Z [----] followers, [---] engagements
"@alojoh Hi AJ FED has their foot on the neck of the auto industry w rates Tesla is fine but hard to see how legacy can survive as ICE mkt collapses Legacy waited too long to finance the transition"
X Link 2024-02-05T21:30Z [----] followers, [---] engagements
"@IngrahamAngle @elonmusk Hahaha Lankford is taking a water pistol into a gun fight Never bet against Elon"
X Link 2024-02-06T01:05Z [----] followers, [--] engagements
"@daltybrewer Superb summary Dalton Thank you. long term $TSLA investor who will never sell at any price but it still helps when you share the truth so eloquently. $TSLA is severely undervalued & this too shall pass"
X Link 2024-02-06T10:41Z [----] followers, [---] engagements
"@TeslaBoomerMama FAKE NEWS - Musk & Tesla BOD are NOT under scrutiny Sour grapes bc noone wants Ross on the Tesla BOD Ross however IS UNDER SCRUTINY for his political rants wish he would just sell his miniscule $TSLA position go away & try to politicize Rivian instead"
X Link 2024-02-06T10:57Z [----] followers, [--] engagements
"@jasondebolt Superb assessment Jason Fun to ride this mkt wave w smart investors like yourself FED will be forced to consider cuts NLT March 1st cut NLT May perhaps sooner a year ago Elon advised us to avoid leverage thru 2Q [----] Elon & you are brilliant thought leaders"
X Link 2024-02-06T11:18Z [----] followers, [---] engagements
"@mitchdeg @alojoh Superb insight by AJ (FCF) X TIME = PAY THE PIPER High debt & abysmal FCF define this industry that needs Trillion$ + time to catch Tesla & China 3rd Gen"
X Link 2024-02-06T17:49Z [----] followers, [--] engagements
"@alojoh Ford is trying to design good 1st Generation EVs & preserve their truck brand GM hasnt figured out diff between ICE & electric motor South Korea is working on 2nd Generation EVs Tesla & Chinese are building 3rd Gen EVs & mfg (50% lower COGS than Gen2)"
X Link 2024-02-06T19:08Z [----] followers, [--] engagements
"@dannycheng2022 Only God can time bottom & sometimes he misses Cathy is DCA thru bottom Tesla will bottom when FED indicates cut Truflation = 1.45% dropping FED says no MAR cut but unfathonable they wont hint considering Guess: Cathy is right weeks til FED hint & $TSLA bottom Not advice"
X Link 2024-02-06T19:42Z [----] followers, [---] engagements
"@Elzenpjm @alojoh Understand exuberance w BYD but NOT TODAY perhaps in a few years Toyota has broad luxury-lowend models over a GLOBAL FOOTPRINT today BYD is largely low-mid models & 90% CHINA SALES TODAY w pending tariff issues building a global footprint e.g. Tesla or Toyota takes years"
X Link 2024-02-06T22:03Z [----] followers, [--] engagements
"@SawyerMerritt Hi Sawyer Thanks for $F summary Cant think of worse job than Legacy CEO Tesla pricing engineering & COGS reductions are killing survivable legacy EV niches Perhaps Fords best hope is Tesla Inside volume models spinoff scaling w Gen3 Otherwise doesnt look good for $F"
X Link 2024-02-06T22:51Z [----] followers, [---] engagements
"@DanielOakleyy @alojoh Tesla & a couple of China OEMs FED pushing Legacy underwater by delaying rate cuts China situation is also driving weak OEMs underwater CASH IS KING Tesla is lucky to have a CEO who prepares for hard times"
X Link 2024-02-07T02:10Z [----] followers, [--] engagements
"@mattgaetz Another RINO for RNC chair Really"
X Link 2024-02-07T15:31Z [----] followers, [--] engagements
"@alojoh Hi AJ if the FED doesnt wake up & cut rates soon we will join China in a deflationary spiral of our own"
X Link 2024-02-08T14:45Z [----] followers, [---] engagements
"@alojoh Thank you AJ FCF = best leading indicator of corporate financial health"
X Link 2024-02-08T18:50Z [----] followers, [---] engagements
"@TeslaBoomerMama @dunne_insights Wow great post Now see the wisdom in preemptive Tesla price cuts before Chinese dominate global markets esp Europe Only Tesla appears able to compete globally w low price Chinese invasion assuming global Gen3 Legacy will collapse as they did in mainland China"
X Link 2024-02-08T19:45Z [----] followers, 27.6K engagements
"@DanaEn803 @TeslaBoomerMama When Tesla Gen3 hits the market global competition with BYD will be intense"
X Link 2024-02-08T21:21Z [----] followers, [--] engagements
"@charles74116938 @TeslaBoomerMama China is in a serious deflation spiral Truflation shows US at 1.4% inflation & dropping sharply If the FED doesnt cut rates soon US may race China into a serious deflationary recession"
X Link 2024-02-08T21:28Z [----] followers, [--] engagements
"@TroyTeslike The FED raised rates during [--] meetings one at [--] basis points two at [--] basis points four at [--] basis points Fastest rate increase in history Tesla did a superb job using pricing power to balance demand/supply during this difficult period as new car payments exploded"
X Link 2024-02-09T02:05Z [----] followers, [---] engagements
"@Factschaser Silly FUD Tesla has more employees per car bc vertical integration Ford & GM outsource @ high cost low margin due to unions Thus Tesla = BEST FREE CASH FLOW ($2B in Q4) & MARGINS in industry Legacy cannot produce profitable EVs until they vertically integrate like Tesla"
X Link 2024-02-09T14:46Z [----] followers, [--] engagements
"@theschnell3 @alojoh Wow Concerned about Rivian since Ross is now pumping it so hard"
X Link 2024-02-09T15:08Z [----] followers, [--] engagements
"@theschnell3 @alojoh Agree Rivian has a chance to survive but Rivian has troubling inability to reduce variable costs with scale indicating an apparent lack of COGS discipline Contrast Rivians COGS issues w Tesla which consistently reduced COGS by 2% per Qtr almost 10% per year"
X Link 2024-02-09T20:30Z [----] followers, [--] engagements
"@Woodland_00 @DanaEn803 @MaanMooney @TeslaBoomerMama @dunne_insights @elonmusk Agree China competitive globally barring trade barriers poss exception BYD mfg is labor-intensive & 90% China may not scale in Eur & US perhaps mfg in E. Eur & Mex Expect Tesla Gen3 mfg 100% automation (unboxed) w 50% COGS & continued Pricing Power How can Legacy survive"
X Link 2024-02-09T20:47Z [----] followers, [--] engagements
"@WholeMarsBlog Long term $TSLA investors ignore short term stock moves Fickle investors sell $TSLA & buy GM Mary leads or Rivian bleeding cash Tesla = 30-40% growth in bad times When FED cuts expect 50% growth w Gen3 FSD/Robo Megapacks Cyber Semi Optimus DONT BET AGAINST ELON"
X Link 2024-02-11T20:58Z [----] followers, [---] engagements
"@GenFlynn Guess Kelce is lucky to be a radical lefty jerk If he were conservative or MAGA and behaved like that . . "
X Link 2024-02-12T16:28Z [----] followers, [----] engagements
"@farzyness Grok says he came to XAI"
X Link 2024-02-14T03:04Z [----] followers, [---] engagements
"@karpathy Hi Andrej Us Tesla investors love you Grok says you are going to XAI Hoping Grok is correct Either way GOOD LUCK"
X Link 2024-02-14T03:07Z [----] followers, [----] engagements
"@jasondebolt @JoshEakle @elonmusk Putin wanted to sign a peace deal in Istanbul but US UK & Ukraine refused peace Now US Neocons incl Biden Haley Congressional Democrats RINOs & Zelensky want to escalate the war Conservative Republicans want to negotiate peace"
X Link 2024-02-14T13:53Z [----] followers, [--] engagements
"@BelannF Anyone interested in class action lawsuit against CIA for stealing [----] US election from site in Germany"
X Link 2024-02-15T15:03Z [----] followers, [----] engagements
"@GerberKawasaki Hi Ross How do you know the CIA didnt murder Navalny to shut him up abt their activities & push Ukraine funding"
X Link 2024-02-16T19:34Z [----] followers, [---] engagements
"@garyblack00 Hi Gary Tesla is competing in upcoming AI Humanoid Bot business w TAM in many $10s Trillion$ Anyones guess what this will require but could easily involve acquisition(s) Any CEO knows you hoard cash in this situation"
X Link 2024-02-16T19:40Z [----] followers, [--] engagements
"@SenTomCotton Navalny was a CIA puppet Did CIA kill him to motivate US taxpayers to fund Ukraine or did Putin kill him"
X Link 2024-02-16T22:47Z [----] followers, [--] engagements
"@HeatherThomasAF How do you know Navalny wasnt murdered by CIA like they destroyed the pipeline & blamed it on Putin Challenge everything Trust noone"
X Link 2024-02-17T02:00Z [----] followers, [--] engagements
"@haveigotnews After who murdered him CIA"
X Link 2024-02-17T02:03Z [----] followers, [---] engagements
"@Jason Hi Jason Many Americans believe Navalny was just another CIA FALSE FLAG event to secure Ukraine funding for Biden Does your post suggest you disagree with this opinion"
X Link 2024-02-17T14:08Z [----] followers, [--] engagements
"@amuse @JRobFromMN How can they not worry when NY illegally targets & bankrupts businesses of political opponents Predict many businesses will move from NY to FL NY taxes will climb thru the roof"
X Link 2024-02-18T14:38Z [----] followers, 17.8K engagements
"@KanekoaTheGreat Elon must move his $500M Tesla data center out of NY No rational CEO can invest in NY or DE in the future it increases legal risk/liability from many directions"
X Link 2024-02-19T20:16Z [----] followers, [----] engagements
"@munster_gene @elonmusk Hi Gene Love your post but believe Tesla Optimus labor @ $10s Trillion$ TAM will dwarf everything for a decade Innovative geniuses do seem to have a lot of Good Luck whereas us mere mortals . . "
X Link 2024-02-22T14:07Z [----] followers, 18.5K engagements
"@elonmusk Looks like an orthogonal polarity shift Truthseeking=Left Woke Racist=Right (Hitler) BUT Grok says these paths are not mutually exclusive. Perhaps there is truthseeking along both paths. Hope Grok is right"
X Link 2024-02-22T14:26Z [----] followers, [--] engagements
"@garyblack00 @elonmusk @darewecan @SawyerMerritt $RIVN GM will not turn positive until they get variable costs under control which doesnt happen quickly"
X Link 2024-02-22T15:52Z [----] followers, [---] engagements
"Wow Rivian down -28% midday Glad I didnt take the bait when Ross recently pumped $RIVN Considering a new investment vehicle: INVERSE Ross ETF NIA"
X Link 2024-02-22T16:23Z [----] followers, [---] engagements
"Anyone else think Rivian $RIVN wishes they were ramping Cybertruck instead of R1T w declining demand $RIVN stock down -28% midday"
X Link 2024-02-22T16:30Z [----] followers, [---] engagements
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