#  @gabrielgalcer Virus Virus posts on X about $tsla, tsla, $imsr, tesla the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: undefined [#](/creator/twitter::2701867884/interactions)  - [--] Week [-----] +118% - [--] Month [-----] +15% - [--] Months [------] +645% - [--] Year [------] -12% ### Mentions: undefined [#](/creator/twitter::2701867884/posts_active)  - [--] Week [--] -17% - [--] Month [--] -4.60% - [--] Months [---] +188% - [--] Year [---] -30% ### Followers: [-----] [#](/creator/twitter::2701867884/followers)  - [--] Week [-----] +0.26% - [--] Month [-----] +0.92% - [--] Months [-----] -2.80% - [--] Year [-----] +6.80% ### CreatorRank: undefined [#](/creator/twitter::2701867884/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [automotive brands](/list/automotive-brands) [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [exchanges](/list/exchanges) **Social topic influence** [$tsla](/topic/$tsla), [tsla](/topic/tsla), [$imsr](/topic/$imsr), [tesla](/topic/tesla), [$oklo](/topic/$oklo), [china](/topic/china), [fsd](/topic/fsd), [ai](/topic/ai), [bullish](/topic/bullish), [shanghai](/topic/shanghai) **Top accounts mentioned or mentioned by** [@sawyermerritt](/creator/undefined) [@tslafanmtl](/creator/undefined) [@ctinv50](/creator/undefined) [@farzyness](/creator/undefined) [@grantbelden](/creator/undefined) [@wholemarsblog](/creator/undefined) [@troyteslike](/creator/undefined) [@tesla](/creator/undefined) [@curiouspejjy](/creator/undefined) [@backedbyalex](/creator/undefined) [@cybercabdavid](/creator/undefined) [@teslaai](/creator/undefined) [@squawksquare](/creator/undefined) [@howardlutnick](/creator/undefined) [@terrestrialmsr](/creator/undefined) [@teslayoda](/creator/undefined) [@chazman](/creator/undefined) [@robotaxiking](/creator/undefined) [@kevdinny](/creator/undefined) [@aleabitoreddit](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [Oklo Inc. (OKLO)](/topic/$oklo) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [ROBOTAXI (ROBOTAXI)](/topic/robotaxi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [UnitedHealth Group (UNH)](/topic/$unh) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Basis Cash (BAC)](/topic/$bac) [NuScale Power Corporation (SMR)](/topic/$smr) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bank of America (BAC)](/topic/bank-of-america) [GrokCoin (GROKCOIN)](/topic/grok) [Uber Technologies, Inc. (UBER)](/topic/uber) [Optimus (OPTIMUS)](/topic/optimus) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) ### Top Social Posts Top posts by engagements in the last [--] hours "I missed a Quad on MW3" [X Link](https://x.com/gabrielgalcer/status/1009864273827426304) 2018-06-21T18:22Z [----] followers, [--] engagements "@AlloyLauncher @WholeMarsBlog Tesla has more than two front cameras though watch a few FSD videos by AI Driver Im been completely autonomous even on the bad builds for the last [--] years its cool look more into it" [X Link](https://x.com/gabrielgalcer/status/1828463959831113738) 2024-08-27T16:05Z [----] followers, [--] engagements "@boneIesswater I like the front profile and I appreciate the boldness it takes to create something like that dont think Id buy one though" [X Link](https://x.com/gabrielgalcer/status/1839024501868085454) 2024-09-25T19:29Z [----] followers, [--] engagements "@teslascope @Tesla Will users be able to see how much time they spend driving with FSD" [X Link](https://x.com/gabrielgalcer/status/1844159501362221450) 2024-10-09T23:34Z [----] followers, [---] engagements "@AIDRIVR Where is this from" [X Link](https://x.com/gabrielgalcer/status/1846989015968342403) 2024-10-17T18:57Z [----] followers, [----] engagements "The capital and belief in AI will occur slowly and then all at once. Nividia and Tesla will be the biggest winners in the AI race. Additionally there are too many good side effects from this race like the acquisition of nuclear power plants to supplement energy demands to facilitate further development" [X Link](https://x.com/gabrielgalcer/status/1859941914239242344) 2024-11-22T12:48Z [----] followers, [---] engagements "@CuriousPejjy 100% agreed however its too hard to accurately add a hype multiple. That being said Im estimating $475 NOT including the potential for FSD to be 99% ready with V13/V14 etc. [----] will be a very telling year" [X Link](https://x.com/gabrielgalcer/status/1859943304122794083) 2024-11-22T12:53Z [----] followers, [---] engagements "@CyberCabDavid Theyre a chill guy they were just on the wrong side of the fence lol. Picked the worst company to short" [X Link](https://x.com/gabrielgalcer/status/1859974451762454964) 2024-11-22T14:57Z [----] followers, [--] engagements "Any shot $TSLA blasts to $400 before December" [X Link](https://x.com/gabrielgalcer/status/1859987233119596632) 2024-11-22T15:48Z [----] followers, [---] engagements "@SawyerMerritt This is huge. When gas stations are replaced with charging sites the sentiment from non-EV buyers will change. Making slight changes while allowing some level of familiarity is key to convince skeptics" [X Link](https://x.com/gabrielgalcer/status/1859991183298097346) 2024-11-22T16:03Z [----] followers, [---] engagements "Tesla will go vertical that day. Proof of concept is what WS is looking for. When they get their first hit of EPS from autonomy it will be like crack to them lol. Robotaxi revenue hitting the bottom line will cause the stock to exceed valuation the likes of no one has ever seen before" [X Link](https://x.com/gabrielgalcer/status/1860113195530076306) 2024-11-23T00:08Z [----] followers, [---] engagements "@MrTeslaTom Hell be fully onboard once the first hit of Robotaxi revenue hits the bottom line" [X Link](https://x.com/gabrielgalcer/status/1860127368184234319) 2024-11-23T01:04Z [----] followers, [--] engagements "@teslayoda 85-90% the remaining 10% is for times where its not practical to use FSD like driving somewhere close by not have the exact address of a place finding parking in a parking garage etc" [X Link](https://x.com/gabrielgalcer/status/1860403643809182011) 2024-11-23T19:22Z [----] followers, [---] engagements "Best demonstration thread Ive ever seen for FSD capabilities. Well done. Every FSD release is rigorously tested including rare and adversarial scenarios on closed courses Here's [--] examples: [--]. Reverse Cut-in (Occluded) https://t.co/VWBKDgVuUc Every FSD release is rigorously tested including rare and adversarial scenarios on closed courses Here's [--] examples: [--]. Reverse Cut-in (Occluded) https://t.co/VWBKDgVuUc" [X Link](https://x.com/gabrielgalcer/status/1860865835557847156) 2024-11-25T01:59Z [----] followers, [---] engagements "@SawyerMerritt VW is losing on all fronts. VW is currently the largest and first major OEM loser in the EV industry. Herbert Diess was truly their best shot and they fired him. What an oversight" [X Link](https://x.com/anyuser/status/1861072315397644501) 2024-11-25T15:39Z [----] followers, [----] engagements "Close it. It's not about wanting the company to fail or succeed or even about trying to make some extra money for yourself. Short selling is very risky. You could lose so much more than what you've put in. Don't give in to your greed keep buying and holding there's other ways to make money" [X Link](https://x.com/gabrielgalcer/status/1861080115377037751) 2024-11-25T16:10Z [----] followers, [--] engagements "Its a must. After my initial investment in [----] I decided to buy a Tesla in [----] and FSD to see first hand how the tech was progressing. If you have anything over 100k in the company I think its a must to actually own a vehicle with FSD to determine if youd like to continue to add to the position" [X Link](https://x.com/gabrielgalcer/status/1861484979886162403) 2024-11-26T18:59Z [----] followers, [---] engagements "@farzyness @grok I have high hopes for Grok [--]. I expect it to be a clear leap ahead of GPT and to be the undisputed leader in LLMs" [X Link](https://x.com/gabrielgalcer/status/1861781543221436701) 2024-11-27T14:38Z [----] followers, [---] engagements "@elonmusk Lets delete it and see what happens. Nice flat tax over 50k earned per year. No loopholes. Sounds like fun" [X Link](https://x.com/gabrielgalcer/status/1861786008901071185) 2024-11-27T14:55Z [----] followers, [--] engagements "@SawyerMerritt Nissan has suffered a lot. I genuinely have not heard anyone mention Nissan in a while. Nissan is truly one of the less desirable brands out right now based on a lack of competitive advantages and a lack of separation from the pact" [X Link](https://x.com/gabrielgalcer/status/1861793121241112697) 2024-11-27T15:24Z [----] followers, [----] engagements "Wow just received some incredible news. Might be a homeowner sooner rather than later. Considering the price of the home that I might lock in and Teslas recent rally I will be looking to install Tesla Solar Roof and Powerwall if possible. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1861843672750276719) 2024-11-27T18:44Z [----] followers, [---] engagements "$TSLA Q4 Delivery Estimates Tesla is likely to deliver over 500k vehicles for Q4 [----]. This would be at least a 2.66% beat on current analyst estimates (487000). Here's How: (1/3)" [X Link](https://x.com/gabrielgalcer/status/1862513880716476793) 2024-11-29T15:08Z [----] followers, [---] engagements "I am predicting Tesla will deliver [------] vehicles for Q4 [----]. Many numbers are yet to be released from now until the end of Q4 therefore adjustments will be made when necessary as I'm very early in conducting estimates. Light blue numbers are sourced numbers. Yellow numbers are my own assumptions. I'm very optimistic towards CT deliveries this quarter as we have seen high VIN numbers (51324) as recently as Nov. 11th up from [-----] in June. Currently expecting [-----] deliveries from CT in Q4. I believe CT is supply limited this quarter as I suspect Tesla will sell every CT they make (excluding" [X Link](https://x.com/gabrielgalcer/status/1862514003655741733) 2024-11-29T15:08Z [----] followers, [--] engagements "Current delivery estimates for China Europe and North America: China Deliveries - [------] Europe Deliveries - [-----] North America Deliveries - [------] (Excluding CT deliveries) I believe China will outperform my estimates (currently expecting [-----] new insured units per week until the last week of December) however delivery numbers from Europe and North America may neutralize it. I believe Tesla will cross the 500k deliveries mark and is likely to widen the gap due to outperforming China sales and CT ramp up. Any feedback is appreciated. (3/3)" [X Link](https://x.com/gabrielgalcer/status/1862514177199280305) 2024-11-29T15:09Z [----] followers, [--] engagements "@SBZung @WholeMarsBlog He's going to nuke his own portfolio while everyone else makes generational gains" [X Link](https://x.com/gabrielgalcer/status/1862599622050349423) 2024-11-29T20:48Z [----] followers, [---] engagements "With V13 coming out well finally see what this Cortex cluster can do. $TSLA BREAKING: Here are the release notes for the FSD V13 we're looking for Take a look ✅FSD (Supervised) v13 upgrades every part of the end- to-end driving network. - Includes: ✅36 Hz full-resolution AI4 video inputs ✅Native AI4 inputs and neural network architectures https://t.co/dTQwxl1Wgq $TSLA BREAKING: Here are the release notes for the FSD V13 we're looking for Take a look ✅FSD (Supervised) v13 upgrades every part of the end- to-end driving network. - Includes: ✅36 Hz full-resolution AI4 video inputs ✅Native AI4" [X Link](https://x.com/gabrielgalcer/status/1863001392928932253) 2024-11-30T23:25Z [----] followers, [--] engagements "@DirtyTesLa @WholeMarsBlog @WifeDirtyTesla @gamestop This definitely gives a feeling of magic to the customer. Also for only $99 a month" [X Link](https://x.com/gabrielgalcer/status/1863352730426671538) 2024-12-01T22:41Z [----] followers, [---] engagements "@TSLAFanMtl Hey by any chance do you keep your sources for Tesla delivery estimates handy Looking to get good sources to cross reference my assumptions as the end of the quarter approaches. Thank you" [X Link](https://x.com/gabrielgalcer/status/1863425409502650479) 2024-12-02T03:30Z [----] followers, [--] engagements "As @chazman pointed out while FSD V13 still has its bugs its driving capabilities have seen significant improvement across the board. With 25% of the remaining H100s set to be installed in the Cortex cluster by the end of December we can expect the snowball effect on FSD's performance enhancements to really begin on January 1st [----]. $TSLA FYI Tesla FSD V13 which is rolling out to customers right now is the first fully new version of FSD to use this Cortex supercomputer training cluster in Giga Texas. This is going to use 5X training computer scaling with this version https://t.co/OoMejvNX3a" [X Link](https://x.com/gabrielgalcer/status/1863593022627188949) 2024-12-02T14:36Z [----] followers, [---] engagements "Everyone is excited for FSD V13.2 however I'm most excited for the upcoming improvements. This is FSD V13 "Mini". The 3x Model increase alone will definitely prove that FSDs driving capabilities are past the average humans capabilities. All other improvements are a bonus. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1863594525987369106) 2024-12-02T14:42Z [----] followers, [---] engagements "@WholeMarsBlog FSD is the only licensable software of its kind. Ford can't license Waymo technology. Once Ford licenses FSD Ford vehicles will also gather data along with Tesla" [X Link](https://x.com/gabrielgalcer/status/1863656425332891955) 2024-12-02T18:48Z [----] followers, [---] engagements "Tesla's FSD software is absolutely groundbreaking and their lead is unassailable. Tesla produces around [----] vehicles per day (10x of Waymo's current fleet) and all are capable of running FSD but more importantly all of them will gather data for FSD. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1863658928485126644) 2024-12-02T18:58Z [----] followers, [---] engagements "@SawyerMerritt Being "too much under the influence" of Elon was not a disadvantage. The pay package was too good of a deal to pass up and it was backed by Elon's character. What a terrible decision by the judge" [X Link](https://x.com/anyuser/status/1863706753029861849) 2024-12-02T22:08Z [----] followers, [----] engagements "@Tslachan Looks like $TSLA in China is killing it. Surpassing my expectation so far" [X Link](https://x.com/gabrielgalcer/status/1863793037765185868) 2024-12-03T03:51Z [----] followers, [----] engagements "@piloly $TSLA in China is killing it. Expecting deliveries at [------] for Q4 [----] at the moment" [X Link](https://x.com/gabrielgalcer/status/1863794904322691314) 2024-12-03T03:58Z [----] followers, [---] engagements "The two biggest catalysts for Tesla in the medium term is FSD take rate and Energy profit margins. Im expecting FSD take rate to hover around 25-30% until wide release of V13. After V13 wide release I can see FSD take rate moving up to 35%. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1863931065980555632) 2024-12-03T12:59Z [----] followers, [---] engagements "Tesla is holding their ground very well in China considering how cheap and affordable domestic China EVs are. Legacy will not last much longer. $TSLA The figure below shows how competitive the Chinese electric carmaker is. Legacy seems to lack even a long-term vision. https://t.co/Tyk5Dq2dgy The figure below shows how competitive the Chinese electric carmaker is. Legacy seems to lack even a long-term vision. https://t.co/Tyk5Dq2dgy" [X Link](https://x.com/gabrielgalcer/status/1863947379184894017) 2024-12-03T14:04Z [----] followers, [---] engagements "@farzyness If Tesla cant win the appeal in the Delaware Supreme Court then the solution is to solidify themselves in Texas and re-do the pay package in Texas which I dont think will cause any issues. Overall everything will be okay for Tesla not for Delaware" [X Link](https://x.com/gabrielgalcer/status/1863952931638190206) 2024-12-03T14:26Z [----] followers, [---] engagements "@TroyTeslike Hey Troy Im assuming they are but are U.S. sales including CT deliveries Im optimistic and estimating [-----] CT deliveries for Q4 netting NA sales to be around 240k" [X Link](https://x.com/gabrielgalcer/status/1863965761879842902) 2024-12-03T15:17Z [----] followers, [----] engagements "@AydenMMiller Next year we will see V14 HW5 and potentially early builds of V15 using HW5. Exciting" [X Link](https://x.com/gabrielgalcer/status/1863970694394003549) 2024-12-03T15:36Z [----] followers, [--] engagements "@chazman @Tesla_AI Perfect reaction time and the way FSD handled it looked incredibly smooth and calm" [X Link](https://x.com/gabrielgalcer/status/1863975604862824850) 2024-12-03T15:56Z [----] followers, [---] engagements "@chazman @Tesla_AI Holy crap Chuck. This is the worst FSD will ever be. Every iteration after this will build up and who knows what FSD will look like in [--] more years" [X Link](https://x.com/gabrielgalcer/status/1863978203401892178) 2024-12-03T16:06Z [----] followers, [----] engagements "Im really excited to see new FSD updates for HW3. HW4 was trained on HW3 data up until FSD V13 however moving forward Id like to know if Tesla would entertain the idea of training HW3 vehicles with HW4 data. Im very curious to see how HW3 would handle these new updates. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1863980772836692075) 2024-12-03T16:17Z [----] followers, [---] engagements "I wonder if the quality of data gathered from FSD V13 will be better than the quality of the data gathered from FSD V12 and prior. If so we might all be underestimating the speed in which we see improvements in subsequent dot updates. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1864042256333693259) 2024-12-03T20:21Z [----] followers, [---] engagements "@TSLAFanMtl Germany has accounted for about 70% of Teslas decline in Europe sales this year not sure why" [X Link](https://x.com/gabrielgalcer/status/1864314089083715728) 2024-12-04T14:21Z [----] followers, [---] engagements "@caufield1225 @TSLAFanMtl They liked it more last year though crap or not what changed Product did improve since [----] so it has to be external factors" [X Link](https://x.com/gabrielgalcer/status/1864348761054482678) 2024-12-04T16:39Z [----] followers, [--] engagements "@farzyness It takes a lot for me to dislike something but I can confidently say that the new Photo app has to be the most frustrating experience Ive ever had with an update" [X Link](https://x.com/anyuser/status/1864355019597795441) 2024-12-04T17:04Z [----] followers, [----] engagements "We'll know final EU sales numbers by Dec. 7th. Germany is no longer a big seller for Tesla. Will make revisions to my delivery estimates if necessary. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1864519176762556426) 2024-12-05T03:56Z [----] followers, [---] engagements "@WholeMarsBlog do you think its likely that data recorded from FSD V13 will be of higher quality than data gathered from FSD V12 If so I think well see a rate of improvement no one will expect" [X Link](https://x.com/gabrielgalcer/status/1864580098734633260) 2024-12-05T07:58Z [----] followers, [--] engagements "FSD V13 is the new floor. This is the worst its ever going to be. Let that sink in. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1864820013070156146) 2024-12-05T23:51Z [----] followers, [---] engagements "Currently there have been [-------] Teslas delivered worldwide. Currently only North America has access to FSD. As soon as Q1 of [----] China and Europe will contribute to Tesla's massive dataset. The progress we will see for FSD in [----] will be incomprehensible. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1864852725806027169) 2024-12-06T02:01Z [----] followers, [---] engagements "$TSLA is now at $377.03 based on continued momentum from yesterday. Expecting $400 either today or next week" [X Link](https://x.com/gabrielgalcer/status/1865019835349946586) 2024-12-06T13:05Z [----] followers, [---] engagements "Im very bullish on China numbers coming in next week. Ill redo this chart once we get the new numbers for first week of December. $TSLA Tesla China sales per week [----] Vs. [----]. My estimates imply a 7.23% increase in YoY sales in China. I believe upcoming China numbers will outpace my estimates which would set up Tesla to beat 500k vehicles in Q4 [----]. 🔴 - My estimate 🔵 - Current Sales YTD 🟡 - [----] https://t.co/FD3FXxZKUq Tesla China sales per week [----] Vs. [----]. My estimates imply a 7.23% increase in YoY sales in China. I believe upcoming China numbers will outpace my estimates which" [X Link](https://x.com/gabrielgalcer/status/1865170823935295498) 2024-12-06T23:05Z [----] followers, [---] engagements "Current WS analyst EPS estimates of [----] seems a bit high for me. Record incentives are available inventory is up CT still not qualified for EV tax credit etc. Im bullish on Tesla but unless COGS have another massive decrease like they did in Q3. This might be a miss. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1865173665341440064) 2024-12-06T23:17Z [----] followers, [---] engagements "@JohnChr08117285 VW is the first in line" [X Link](https://x.com/gabrielgalcer/status/1865175092310712696) 2024-12-06T23:22Z [----] followers, [--] engagements "I currently own over [----] shares of $TSLA. At what price should I stop buying 🤔" [X Link](https://x.com/gabrielgalcer/status/1865447755268673579) 2024-12-07T17:26Z [----] followers, [---] engagements "@CuriousPejjy I heard that CyberCab has only [--] parts in total. Crazy" [X Link](https://x.com/gabrielgalcer/status/1865448240289608066) 2024-12-07T17:28Z [----] followers, [---] engagements "Test drove the Cybertruck with my gf. Crazy vehicle steer by wire is insane the turning radius and handling is unbelievable. FSD 12.5.5.3 plus HW4 is amazing. I could see myself buying the truck in a few years. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1865836954773762482) 2024-12-08T19:12Z [----] followers, [---] engagements "Robinhood Morningstar analysts need to get with the program. - $210 PT - 1/5 rating - Narrow Economic Moat What a joke $TSLA" [X Link](https://x.com/gabrielgalcer/status/1866106214976778405) 2024-12-09T13:02Z [----] followers, [--] engagements "For now I dont think Ill add to my $TSLA position until price comes back under $400" [X Link](https://x.com/gabrielgalcer/status/1866838317855056210) 2024-12-11T13:31Z [----] followers, [---] engagements "I think China will love the CT. $TSLA Tesla's Cybertruck has successfully met the requirements set by China's Ministry of Industry and Information Technology and is anticipated to be introduced to the Chinese market soon. $TSLA https://t.co/ouU6uYT8Hj Tesla's Cybertruck has successfully met the requirements set by China's Ministry of Industry and Information Technology and is anticipated to be introduced to the Chinese market soon. $TSLA https://t.co/ouU6uYT8Hj" [X Link](https://x.com/gabrielgalcer/status/1866868984190242927) 2024-12-11T15:33Z [----] followers, [---] engagements "$TSLA will launch FSD unsupervised in a geofenced location next year. I know many skeptics will point to the fact that it's geofenced and will claim its once again an unfulfilled promise from Elon. FSD supervised vs. unsupervised won't be much of a difference practically speaking as many commutes for individuals will be solved long before unsupervised becomes nationwide" [X Link](https://x.com/gabrielgalcer/status/1866941630579630445) 2024-12-11T20:22Z [----] followers, [---] engagements "To all $TSLA owners. Would it matter to you if Full Self-Driving (FSD) unsupervised is never officially achieved but the system becomes so flawless you never have to intervene Essentially if you never need to touch the wheel again does it still matter if FSD isn't 'solved'" [X Link](https://x.com/gabrielgalcer/status/1866942767131189696) 2024-12-11T20:26Z [----] followers, [--] engagements "@robotaxiking I don't believe Tesla can gather enough data for all of Texas or California to launch unsupervised statewide. I think they will launch unsupervised in select locations where Tesla is confident enough that they agree to take liability for any damages. At least for now" [X Link](https://x.com/gabrielgalcer/status/1866943264143651041) 2024-12-11T20:28Z [----] followers, [--] engagements "To all $TSLA owners. Would it matter to you if Full Self-Driving (FSD) unsupervised is never officially achieved but the system becomes so flawless you never have to intervene Essentially if you never need to touch the wheel again does it still matter if FSD isn't 'solved' Yes I would care. Wouldn't bother me. See Results. Yes I would care. Wouldn't bother me. See Results" [X Link](https://x.com/gabrielgalcer/status/1867226997014909245) 2024-12-12T15:16Z [----] followers, [---] engagements "Everything that Tesla has ever built has been for the goal of autonomy since day [--]. "Oh I don't like the interior" - When you have nothing to do a big screen will be the thing you want the most. "It drives like a golf cart" - Doesn't matter if you ain't driving. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1867317758418878620) 2024-12-12T21:17Z [----] followers, [--] engagements "I dont expect Tesla to meet their 515k delivery guidance however I expect them to get pretty close. Best case expecting 512k deliveries for Q4 [----]. Worst case 495k. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1867548506736779385) 2024-12-13T12:33Z [----] followers, [---] engagements "HW5 will be such an insane leap that it will not seem real. Imagine the model HW4 can handle then 10x it. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1867586600689185197) 2024-12-13T15:05Z [----] followers, [---] engagements "FSDs final bottleneck is navigation. Driving capabilities are solved in FSD V13. All thats left is much needed improvements in planning and routing and FSD disengagements would drastically decrease. Tesla mapping accuracy will be the final step. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1867588882793214312) 2024-12-13T15:14Z [----] followers, [---] engagements "After buying $TSLA for years Ive only been able to accumulate [--] seconds of Teslas annual production capacity. Crazy to think of it like that. Credit to @teslayoda for providing that perspective" [X Link](https://x.com/gabrielgalcer/status/1867599654755741834) 2024-12-13T15:57Z [----] followers, [--] engagements "I wonder if FSD V13 data is more valuable to the @Tesla_AI team than FSD V12 data and all FSD data prior. There might be a difference in the quality of data. FSD might improve tremendously once FSD V13 goes wide and that data if fed back to the Cortex Cluster in Texas. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1868298673479667828) 2024-12-15T14:14Z [----] followers, [---] engagements "FSD V13.2.1 seems to be rolling out to early access vehicles. Wide release is imminent. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1868308676253270242) 2024-12-15T14:54Z [----] followers, [---] engagements "FSDs impact on the nation is imminent. As more CEOs think like this and automakers adopt FSD the consumers and societal norms will follow. $TSLA Google CEO on who is the leader in self-driving space: "I think obviously @Tesla is a leader in the space. It looks to me like Tesla and Waymo are the top two." https://t.co/T0hlSICm8V Google CEO on who is the leader in self-driving space: "I think obviously @Tesla is a leader in the space. It looks to me like Tesla and Waymo are the top two." https://t.co/T0hlSICm8V" [X Link](https://x.com/gabrielgalcer/status/1868340850155303011) 2024-12-15T17:02Z [----] followers, [---] engagements "What's your all-time investment line look like For context I sold my Tesla stock and held cash from June 5th [----] to January 22nd [----]. Was able to get Tesla at a 13% discount from the price at the time ($240 - $208.80). $TSLA" [X Link](https://x.com/gabrielgalcer/status/1868478422139424861) 2024-12-16T02:09Z [----] followers, [---] engagements "With FSD V13.2.1 going wide its been over [--] years since FSD V8.2 was released. Thats [--] FSD versions released in the past [---] years. Thats roughty [---] versions released per year. With the cortex cluster turning on Im confident we will see FSD V14 in [----]. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1868496407470264498) 2024-12-16T03:20Z [----] followers, [---] engagements "I may be very wrong on this but I don't expect $TSLA to hit $500 per share without some sort of pullback" [X Link](https://x.com/gabrielgalcer/status/1868710655358050338) 2024-12-16T17:31Z [----] followers, [---] engagements "What price does $TSLA have to be at for you to quit your 9-5" [X Link](https://x.com/gabrielgalcer/status/1868720798019747840) 2024-12-16T18:12Z [----] followers, [--] engagements "Worth noting Vijay Rakesh is #653 out of [----] WS analysts with an average of 11.60% avg. return per year. Raised price target from $230 to $515. Moving neutrals towards the bullish side will cause many to price chase. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1868772058534215728) 2024-12-16T21:35Z [----] followers, [--] engagements "I think its a telling sign that $TSLA is working on [----] for HW3 and not on FSD [--]. I think it might take longer than expected to get [--] on HW3. I know many think HW3 might get FSD V13 once its stable on HW4 however FSD V13.2.1 has gone wide already. Something to think about" [X Link](https://x.com/gabrielgalcer/status/1868875759034810750) 2024-12-17T04:27Z [----] followers, [---] engagements "@PseudoAdult Interesting. I think they may develop HW5 with the intention of an easy swap out of HW3. Would make things easier to build out that system with a retrofit in mind from the start. Well see but I think they might run into some trouble with these model and context sizes" [X Link](https://x.com/gabrielgalcer/status/1868880002277908742) 2024-12-17T04:44Z [----] followers, [--] engagements "This number is only [---] units below my expectations for this week. Still on track for 508k deliveries this quarter. $TSLA $TSLA BREAKING: Tesla China insured units Dec [----] 2-8 : [-----] 9-15 : [-----] Tesla China's Push https://t.co/Ym4BkwbWSw $TSLA BREAKING: Tesla China insured units Dec [----] 2-8 : [-----] 9-15 : [-----] Tesla China's Push https://t.co/Ym4BkwbWSw" [X Link](https://x.com/gabrielgalcer/status/1868985019500577243) 2024-12-17T11:42Z [----] followers, [---] engagements "Im assuming HW5/AI5 will be made from the ground up with the intention of swapping out HW3. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1869139530575745060) 2024-12-17T21:56Z [----] followers, [--] engagements "Sold 5% position at $487 on $TSLA. The price can't continue without some sort of pull back. Will take advantage of the opportunity to have more cash" [X Link](https://x.com/gabrielgalcer/status/1869426566188675420) 2024-12-18T16:56Z [----] followers, [--] engagements "$TSLA Q4 Deliveries outcome: Worst case scenario (which is already off the table IMO): 485k Disappointing results: 500k Below analysts consensus: 515k Above expectations: 515k Im currently at 508k. Last few weeks will be close" [X Link](https://x.com/gabrielgalcer/status/1869454850817507808) 2024-12-18T18:49Z [----] followers, [---] engagements "Bought back 5% of my position at $431. Looks like it wasn't a bad move to hedge myself. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1869490914445742361) 2024-12-18T21:12Z [----] followers, [---] engagements "LFG A bit of love from Gordan even if its not $TSLA related its a start. I'm beginning to like @DOGE. This spending bill is a disaster for regular Americans (b/c it creates more inflation). The enemy of my enemy is my friend. I'm beginning to like @DOGE. This spending bill is a disaster for regular Americans (b/c it creates more inflation). The enemy of my enemy is my friend" [X Link](https://x.com/gabrielgalcer/status/1869492758203003288) 2024-12-18T21:19Z [----] followers, [---] engagements "@CuriousPejjy Sold about 5-10% of my $TSLA position this week needed cash and thought $470s was a good place to lock in any returns. Bought the dip after Powells speech and will buy anything under $400" [X Link](https://x.com/gabrielgalcer/status/1869832334197059839) 2024-12-19T19:49Z [----] followers, [---] engagements "Are you buying $TSLA above $400 Yes No Yes No" [X Link](https://x.com/gabrielgalcer/status/1870086953074323689) 2024-12-20T12:40Z [----] followers, [---] engagements "I do think Tesla will deliver less than 515k vehicles this quarter (analyst consensus). $TSLA may drop on this news which would create a nice enough dip" [X Link](https://x.com/gabrielgalcer/status/1870087543695294543) 2024-12-20T12:43Z [----] followers, [---] engagements "I really dont understand how people can be disappointed with FSD progress. Ofc when a new version goes wide we find out it still has issues. No software on earth can be perfect everywhere geographically (yet). The most important part is how consistent is it becoming. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1870125772263805299) 2024-12-20T15:15Z [----] followers, [--] engagements "$TSLA is at a turning point. I will gladly accept any negative news published as it will provide infinite opportunities to buy at a great price. Overall Tesla is set as a company whether or not its daily valued is another matter but Tesla will continue to improve FSD forever" [X Link](https://x.com/gabrielgalcer/status/1870166531977461789) 2024-12-20T17:57Z [----] followers, [---] engagements "What is information is more valuable to you $TSLA Delivery+Production Est. EPS Est. Tesla growth/data charts Price Target Predictions Delivery+Production Est. EPS Est. Tesla growth/data charts Price Target Predictions" [X Link](https://x.com/gabrielgalcer/status/1870167853690958036) 2024-12-20T18:02Z [----] followers, [--] engagements "@AndersReiche @grantbelden Bears will argue that its only due to supervision by the driver and that the software is not the reason for the safety. Miles per intervention is the biggest metric needed in order to get bears to flip" [X Link](https://x.com/gabrielgalcer/status/1870203534873895240) 2024-12-20T20:24Z [----] followers, [--] engagements "The biggest reason FSD fails is because it goes through every single location as if its the first time its been there. Once FSD is given the ability to remember miles per intervention will crash to near [--]. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1870318706661703979) 2024-12-21T04:01Z [----] followers, [--] engagements "@darewecan @Tslachan Im expecting it to come sooner than advertised. Exact announcement of AI5 release would cannibalize sales from loyal consumers" [X Link](https://x.com/gabrielgalcer/status/1870611806508757215) 2024-12-21T23:26Z [----] followers, [--] engagements "Expecting AI5 to release sooner than expected. If robotaxis are going great in [----] (which they should be) I can see Tesla advancing the timeline and start to release AI5 to build out a data foundation for V14. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1870616044462624980) 2024-12-21T23:43Z [----] followers, [---] engagements "I really dont understand how people expect nationwide unsupervised within the next [--] years. In select locations yes. Absolutely. Unsupervised across the U.S. Im skeptical. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1870930217491165573) 2024-12-22T20:31Z [----] followers, [--] engagements "@farzyness We'll see the ramp of that insane change take affect in late [----] early [----]. By the time Cybercab is produced at a 2M per year run rate the U.S. will already be a different country" [X Link](https://x.com/gabrielgalcer/status/1871217593736163647) 2024-12-23T15:33Z [----] followers, [---] engagements "China production looking very strong. If China is already producing a few Model Y Junipers (which they should be) it doesnt seem to be slowing down production numbers at all. I expect this to be because of excess capacity at Shanghai. $TSLA $TSLA Tesla China produced [-----] vehicles in November. The figure is the third highest this year. https://t.co/pNMti4bRwL $TSLA Tesla China produced [-----] vehicles in November. The figure is the third highest this year. https://t.co/pNMti4bRwL" [X Link](https://x.com/gabrielgalcer/status/1871222132551929946) 2024-12-23T15:51Z [----] followers, [---] engagements "Will be adding my delivery estimates here this time around. Should be fun to participate. Will most likely upload predictions before December is over. $TSLA Tesla deliveries season is almost here we're stoked to introduce TSLA st (https://t.co/ftDqCjlMvl) our TSLA predictor platform built by a small team with a low budget. Spread the word to other TSLA fans for some prediction excitement. Final submissions for Q4 deliveries are Tesla deliveries season is almost here we're stoked to introduce TSLA st (https://t.co/ftDqCjlMvl) our TSLA predictor platform built by a small team with a low budget." [X Link](https://x.com/gabrielgalcer/status/1871223203789750285) 2024-12-23T15:55Z [----] followers, [---] engagements "What's funny to me is that in [----] the bears will still be bears but they'll be arguing that Tesla is ONLY worth [---] Trillion. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1871230089427341537) 2024-12-23T16:23Z [----] followers, [--] engagements "According to the $TSLA FSD tracker % of drivers with no critical DE is increasing with every major release. FSD 10.x - 83.9% FSD 11.x - 90.7% FSD 12.x - 93.4% FSD 13.x - 95.3% Slowly reaching 100%. Top Cuasations for Disengagement for FSD [--] is Lane issues which should be solved with the addition of more map data in select locations. FSD currently still arrives at every intersections as if its the first time its driven there. Much like a human driver I expect FSD to remember entire areas as a future functionality improvement" [X Link](https://x.com/gabrielgalcer/status/1871238680754479283) 2024-12-23T16:57Z [----] followers, [---] engagements "@teslaownersSV One step closer to LLM integration in Tesla vehicles. Can't wait to have insane levels of voice assistance features in the Model Y" [X Link](https://x.com/gabrielgalcer/status/1871245028615717347) 2024-12-23T17:22Z [----] followers, [--] engagements "@SawyerMerritt Already seeing the speed in which these updates are coming out. V14 will be here sooner than we think" [X Link](https://x.com/gabrielgalcer/status/1871320245857620325) 2024-12-23T22:21Z [----] followers, [---] engagements "@squawksquare I dont think well reach the 515k Tesla guided for unfortunately. Not sure how the market will react to it" [X Link](https://x.com/gabrielgalcer/status/1871322727409184813) 2024-12-23T22:31Z [----] followers, [----] engagements "Im bullish on the companys future the stock may do something else though. I think this is a when question. When looking at valuation timing seems very important but valuation aside yes I think these numbers show consistent improvement that Tesla will have a scalable low cost general solution to autonomy. If they cant get it to 99.99% till [----] then so be it but with a bit of map data and focus I think FSD can be robotaxi ready sooner than we think. What do you think" [X Link](https://x.com/gabrielgalcer/status/1871605738486857927) 2024-12-24T17:15Z [----] followers, [--] engagements "5 days max until AI3 gets [----] and E2E on highways. Looking forward to it. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1872266930830397792) 2024-12-26T13:03Z [----] followers, [---] engagements "@SawyerMerritt I think we will miss this target. Last estimate was 508k but will do one final revision before the end of Dec" [X Link](https://x.com/gabrielgalcer/status/1872363936743591985) 2024-12-26T19:28Z [----] followers, [----] engagements "Itll be interesting to see how much FSD revenue $TSLA recognizes this quarter based on V13s new functionalities" [X Link](https://x.com/gabrielgalcer/status/1872427488980221954) 2024-12-26T23:41Z [----] followers, [---] engagements "@tunguz @farzyness Legal immigration is the concern. Im fine with immigrants immigrants are usually very hard working and self-sufficient. I myself am an immigrant as well. I would just like them to come legally thats all" [X Link](https://x.com/gabrielgalcer/status/1872428619810889859) 2024-12-26T23:45Z [----] followers, [---] engagements "Looking like we might get a sub $400 dip before going anywhere near $500. I expect delivery numbers to serve as a catalyst in either direction. A decline is most likely according to my estimates. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1872663505465458871) 2024-12-27T15:19Z [----] followers, [---] engagements "Model Y Juniper will be revealed in the first two weeks of January. Maybe even the first week of January with how many are being produced at a [---] per day run rate in Shanghai. If Tesla doesnt reveal it Im confident well at least see a leak. $TSLA $TSLA Giga Shanghai's New Model Y Daily Production Capacity Approaches [---] One-third Production Capacity New Version. $TSLA Giga Shanghai's New Model Y Daily Production Capacity Approaches [---] One-third Production Capacity New Version" [X Link](https://x.com/gabrielgalcer/status/1873001903988326761) 2024-12-28T13:43Z [----] followers, [----] engagements "Me and Gary are pretty close. My last estimate was 508k after revising might be closer to 506k. Either way over 500k but Tesla will have missed their guidance by 1.5%. EPS may suffer due to record incentives. $TSLA I continue to believe yesterdays $TSLA weakness was more a function of the market (TSLA beta is = 2.0x NDX) than anything fundamental. That said TSLA 4Q deliv ests are all over the place (Im at 505K the IR-compiled consensus is 507K and Bloomberg shows 512K). Frankly Im https://t.co/E0B4jE8Z2b I continue to believe yesterdays $TSLA weakness was more a function of the market (TSLA" [X Link](https://x.com/gabrielgalcer/status/1873036886618591415) 2024-12-28T16:02Z [----] followers, [---] engagements "If Trump does not do away with the $7500 federal tax credit I expect Tesla production and deliveries to grow minimum 15% next year. Compact + Robotaxis in Texas + Juniper refresh will allow a return to vehicle growth in [----]. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1873045670334255507) 2024-12-28T16:37Z [----] followers, [---] engagements "Final $TSLA Delivery and Production Forecast for Q4 [----]. Total Deliveries: [------] (Up 9.89% QoQ/Up 5% YoY) North America: [------] Europe: [-----] China: [------] ROW: [-----] Production: [------] (Down 1.12% QoQ/Down 6.16% YoY) M3/MY: [------] CT/S/X: [-----] Wall street is expecting [------] vehicles delivered this quarter and my estimates imply a 0.37% beat. Unfortunately Tesla guided for slight growth this year implying 515k deliveries which would mean Tesla missed guidance by -1.24%. US and Europe sales were slow this year luckily Tesla has sold a majority of their inventory in the US before [----] which" [X Link](https://x.com/gabrielgalcer/status/1873518524494455238) 2024-12-29T23:56Z [----] followers, [----] engagements "@bull2035 Model Y is more popular for a few reasons. The most popular car category sold globally is SUVs and the model Ys cabin and optional 3rd row seat are more family friendly than the M3. I think M3 is better atm but MY is much more practical" [X Link](https://x.com/gabrielgalcer/status/1873710143671861319) 2024-12-30T12:38Z [----] followers, [--] engagements "Can definitely see more of the light bar locations. Juniper is looking sick asf. $TSLA Model Y Juniper spotted 👀 $TSLA 🔥🚀 https://t.co/WvWkLhI7kz Model Y Juniper spotted 👀 $TSLA 🔥🚀 https://t.co/WvWkLhI7kz" [X Link](https://x.com/gabrielgalcer/status/1873730781140693158) 2024-12-30T14:00Z [----] followers, [---] engagements "Expecting FSD [----] to release for AI3 tonight or tomorrow night. Anything to release the version before Jan 1st to recognize some revenue for Q4. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1873734772733960575) 2024-12-30T14:15Z [----] followers, [---] engagements "Dont know how to feel about this. Why so bullish Might be hype over new AI tech but otherwise I dont see things going as well as the market expects. $TSLA Americans are the most bullish on stocks they have ever been: https://t.co/J9qm6GsW0C Americans are the most bullish on stocks they have ever been: https://t.co/J9qm6GsW0C" [X Link](https://x.com/gabrielgalcer/status/1873738048745423282) 2024-12-30T14:28Z [----] followers, [---] engagements "Im expecting China insured units to come at over [-----] units this last week of December. Anything lower will be a bad sign as China is the sole reason that Tesla will achieve over 500k in deliveries. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1873738794194850063) 2024-12-30T14:31Z [----] followers, [---] engagements "I dont think Tesla will give up production in Fremont in [----]. Assuming lots are empty due to upgrades done on the production line. Would be very interesting to see if they really will leave California. $TSLA BREAKING: FREMONT FACTORY CLOSING PRODUCTION IN [----] $Tsla BREAKING: FREMONT FACTORY CLOSING PRODUCTION IN [----] $Tsla" [X Link](https://x.com/gabrielgalcer/status/1873739358412603655) 2024-12-30T14:34Z [----] followers, [---] engagements "FSD V12.6 will release tonight or tomorrow night for AI3. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1873825718590988604) 2024-12-30T20:17Z [----] followers, [---] engagements "FSD V13 on the FSD Tracker is going very well so far. Almost 97% no critical DE on a NATIONWIDE standard. No geofence. No Lidar. No bubble. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1873859477948293357) 2024-12-30T22:31Z [----] followers, [---] engagements "FSD V13 on the FSD tracker shows that 13/17 of the states recorded have 100% of drives with no critical DE and an aggregated [----] miles driven with [--] critical DEs. Bullish. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1873861411321024828) 2024-12-30T22:39Z [----] followers, [---] engagements "Not great results this week. I accounted for at least [-----] insured units. Maybe the U.S. can exceed expectations. $TSLA $TSLA BREAKING: Tesla China insured units Dec [----] 2-8 : [-----] 9-15 : [-----] 16-22 : [-----] 23-29 : [-----] (Don't forget there are [--] days and [--] days) Tesla China has been great this year😍 https://t.co/NuBfhL6Kex $TSLA BREAKING: Tesla China insured units Dec [----] 2-8 : [-----] 9-15 : [-----] 16-22 : [-----] 23-29 : [-----] (Don't forget there are [--] days and [--] days) Tesla China has been great this year😍 https://t.co/NuBfhL6Kex" [X Link](https://x.com/gabrielgalcer/status/1873936619503575190) 2024-12-31T03:38Z [----] followers, [---] engagements "@mak1234509 Yes. I accounted for at least [-----] units insured this week. 508k might still be possible if the U.S. exceeds expectations" [X Link](https://x.com/gabrielgalcer/status/1873937042285236366) 2024-12-31T03:39Z [----] followers, [--] engagements "Called it. FSD V12.6 releasing before Jan 1st. $TSLA Its been awhile. https://t.co/rPb5zerrd7 Its been awhile. https://t.co/rPb5zerrd7" [X Link](https://x.com/gabrielgalcer/status/1873949074069872902) 2024-12-31T04:27Z [----] followers, [---] engagements "@eliasmrtnz1 @CYBRLFT Went out with a buddy to test V13 on his HW4 and immediately felt the difference. Cant wait to see Kazs initial impressions lol. Hopefully AI3 gets V13 in February at the latest" [X Link](https://x.com/gabrielgalcer/status/1874071334197854248) 2024-12-31T12:33Z [----] followers, [--] engagements "Importantly we saw high gross-margins for energy in Q3 (50%). Mega packs made in Shanghai will not only double Teslas capacity and ramp up to double Teslas global output but it will also REDUCE COGS. $TSLA BREAKING: Tesla has just officially announced that they have started trial production at their new Shanghai Megapack factory just [--] months after construction began. The new factory successfully passed completion inspection on Dec 27th. Mass production will start in early [----]. https://t.co/3g6LQ3GszR BREAKING: Tesla has just officially announced that they have started trial production at" [X Link](https://x.com/gabrielgalcer/status/1874074096776208529) 2024-12-31T12:44Z [----] followers, [---] engagements "@TSLAFanMtl Where you expecting China to insure 18.6k units this week" [X Link](https://x.com/gabrielgalcer/status/1874074531549364235) 2024-12-31T12:46Z [----] followers, [---] engagements "Me and Pejjy are less than 1k units apart delivery wise. Seems like the community and WS are in agreement of what we will see on Jan 2nd. $TSLA Here is my final $TSLA Q4 delivery/production #'s: Production: [------] Deliveries: [------] What's yours 🤔 Here is my final $TSLA Q4 delivery/production #'s: Production: [------] Deliveries: [------] What's yours 🤔" [X Link](https://x.com/gabrielgalcer/status/1874091667630018989) 2024-12-31T13:54Z [----] followers, [---] engagements "The uber bulls are really showing themselves this time around predicting 525k+ deliveries this quarter. We wont see anything close to that unfortunately. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874092311254356260) 2024-12-31T13:56Z [----] followers, [---] engagements "You can copy my homework but dont make it obvious. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874115680678838672) 2024-12-31T15:29Z [----] followers, [---] engagements "@GuyDealership @WholeMarsBlog I think everyone would like to see Teslas data rather than the crowdsourcing thats done by the Tesla community atm" [X Link](https://x.com/gabrielgalcer/status/1874130471195730005) 2024-12-31T16:28Z [----] followers, [---] engagements "I was expecting Juniper release in the next [--] weeks however if customers are already putting orders in then we might see the reveal before Monday. $TSLA China is now [----]. Some people are placing orders to buy the new Model Y. It would be nice if the vehicle was unveiled on January 2nd (Beijing time). It's time for the whole world to be in 2025.(IMO) https://t.co/vqabqlfGoe China is now [----]. Some people are placing orders to buy the new Model Y. It would be nice if the vehicle was unveiled on January 2nd (Beijing time). It's time for the whole world to be in 2025.(IMO) https://t.co/vqabqlfGoe" [X Link](https://x.com/gabrielgalcer/status/1874131813570142584) 2024-12-31T16:33Z [----] followers, [---] engagements "Still crazy to me that Optimus was only using neural nets to control balance and had no vision input. $TSLA Tesla is where real-world AI is happening. These runs are on mulched ground where Ive myself slipped before. Whats really crazy here is that for these Optimus is actually blind Keeping its balance without video (yet) only other on-board sensors consumed by a neural net Tesla is where real-world AI is happening. These runs are on mulched ground where Ive myself slipped before. Whats really crazy here is that for these Optimus is actually blind Keeping its balance without video (yet) only" [X Link](https://x.com/gabrielgalcer/status/1874151571745104308) 2024-12-31T17:52Z [----] followers, [---] engagements "@grantbelden @a_meta4 You both are a riot. Actually made my day. 😂" [X Link](https://x.com/gabrielgalcer/status/1874165104021037126) 2024-12-31T18:45Z [----] followers, [--] engagements "@kkiran @SawyerMerritt It will launch globally roughly around the same time for sure" [X Link](https://x.com/gabrielgalcer/status/1874190136751345953) 2024-12-31T20:25Z [----] followers, [---] engagements "@JoeyV1117 Logistic lots in Fremont and Texas are also empty for the past [--] days. Im expecting production to be behind deliveries by about 40-50k units. Tesla needs to launch Juniper ASAP" [X Link](https://x.com/gabrielgalcer/status/1874191378504388816) 2024-12-31T20:30Z [----] followers, [---] engagements "@vFad1v Exactly. Logistics lots in Fremont and Texas have been empty for [--] days. All factories are working on upgrades to the line. Im forecasting 40-50k units of production loss. Tesla needs Juniper to launch ASAP" [X Link](https://x.com/gabrielgalcer/status/1874196700958757276) 2024-12-31T20:51Z [----] followers, [---] engagements "Lets see how long it takes for Tesla to reach 3B miles driven. $TSLA No road rage no distractions In detail we rolled out . Actually Smart Summon (allowing your Tesla to come to you from anywhere in the parking lot) FSD Supervised V13 (enabling your Tesla to exit the parking spot drive to your destination & park itself) Tesla Vision https://t.co/ARnFMyVIKR No road rage no distractions In detail we rolled out . Actually Smart Summon (allowing your Tesla to come to you from anywhere in the parking lot) FSD Supervised V13 (enabling your Tesla to exit the parking spot drive to your destination &" [X Link](https://x.com/gabrielgalcer/status/1874201012975902722) 2024-12-31T21:08Z [----] followers, [---] engagements "If Troy is spot on the market won't appreciate a miss imo. $TSLA Hi everyone. Here are my final Tesla production and delivery estimates for Q4. I'm aiming for less than 3% error. We'll find out the actual numbers on Jan 2nd at 9:00 a.m. Eastern Time. Tesla Delivery Estimates for Q4 2024: My estimate: [------] Analyst consensus: [------] https://t.co/PRWmk5f6xR Hi everyone. Here are my final Tesla production and delivery estimates for Q4. I'm aiming for less than 3% error. We'll find out the actual numbers on Jan 2nd at 9:00 a.m. Eastern Time. Tesla Delivery Estimates for Q4 2024: My estimate:" [X Link](https://x.com/gabrielgalcer/status/1874204292900680150) 2024-12-31T21:21Z [----] followers, [---] engagements "I see only [--] LR Model Ys available for pick up today within a [---] mile radius. SR/LR Model Ys are almost out of stock entirely. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874218287422464334) 2024-12-31T22:17Z [----] followers, [---] engagements "@JoeyV1117 Just hard to sell atm. Range anxiety is still a prevalent worry for consumers and the MY Performance ha77 miles of range" [X Link](https://x.com/gabrielgalcer/status/1874235777653367120) 2024-12-31T23:26Z [----] followers, [--] engagements "Would have been a huge help in Q4 but better late than never I suppose. $TSLA A very big BREAKING NEWS to now share The Cybertruck now qualifies for the $7500 IRA credit as of today January 1st [----] https://t.co/qW09N2Qxwy https://t.co/LQFpnuFFn2 A very big BREAKING NEWS to now share The Cybertruck now qualifies for the $7500 IRA credit as of today January 1st [----] https://t.co/qW09N2Qxwy https://t.co/LQFpnuFFn2" [X Link](https://x.com/gabrielgalcer/status/1874468459096265006) 2025-01-01T14:51Z [----] followers, [---] engagements "In all fairness even as a Tesla bull.wtf were they thinking. Auto margins peaked at 30% in Q1 of [----] Robotaxis wont be operational until Q2 of [----] [--] million deliveries by [----] doesnt seem likely anymore 500B in revenue for [----] would have just been too insane. $TSLA As [----] starts here is a recap of the Tasha Keeney / Cathie Wood / Ark Invest $TSLA model for [----] made in [----]. Average Monte Carlo simulation: almost [---] million deliveries at 40% margin $150 billion robo-taxi revenue $497 billion total revenue $2.93 trillion market cap. https://t.co/LQra7Cb1YP As [----] starts here is a recap" [X Link](https://x.com/gabrielgalcer/status/1874504573546840539) 2025-01-01T17:14Z [----] followers, [---] engagements "Europe sales didnt take as big of a hit as many expected. Germany lead the decline in sales. $TSLA The Netherlands reported [----] Tesla sales and 15.9% market share in December. BEV penetration reaches new record of 46.3% and Tesla has 34.4% of this segment. Market share is [---] basis points or 94% above the 3-month trailing average of 8.2% Tesla best-selling brand https://t.co/EfsdDvFCgb The Netherlands reported [----] Tesla sales and 15.9% market share in December. BEV penetration reaches new record of 46.3% and Tesla has 34.4% of this segment. Market share is [---] basis points or 94% above" [X Link](https://x.com/gabrielgalcer/status/1874544656710828434) 2025-01-01T19:54Z [----] followers, [---] engagements "Looks like I'm slightly more optimistic than the list below. $TSLA $TSLA's Q4-2024 delivery/production numbers will dropped in less than [--] hours Here are the EST of deliveries for Q4: [------] - @CuriousPejjy [------] - @FutureAZA [------] - @TSLAFanMtl [------] - @garyblack00 [------] - @TeslaLarry [------] - @TroyTeslike [------] - $TSLA's Q4-2024 delivery/production numbers will dropped in less than [--] hours Here are the EST of deliveries for Q4: [------] - @CuriousPejjy [------] - @FutureAZA [------] - @TSLAFanMtl [------] - @garyblack00 [------] - @TeslaLarry [------] - @TroyTeslike [------] -" [X Link](https://x.com/gabrielgalcer/status/1874566391686427126) 2025-01-01T21:20Z [----] followers, [---] engagements "May the best estimate win 🏆 $TSLA We received [--] deliveries estimates for Q4 [----]. - 90th percentile: 530k - Median: 509k - 10th percentile: 474k Wall St consensus: 507k Thanks to everyone who joined https://t.co/tT3O6qClps in Q4. You can also submit your earnings estimates for Q4. For those who missed the Q4 https://t.co/LC0u5ogmie We received [--] deliveries estimates for Q4 [----]. - 90th percentile: 530k - Median: 509k - 10th percentile: 474k Wall St consensus: 507k Thanks to everyone who joined https://t.co/tT3O6qClps in Q4. You can also submit your earnings estimates for Q4. For those who" [X Link](https://x.com/gabrielgalcer/status/1874661736177185062) 2025-01-02T03:39Z [----] followers, [----] engagements "I think $TSLA will only react positively if delivery results are above the 515k that Tesla guided for. Even if I'm correct I don't think the stock will rise on the news. The stock will fall based on deliveries not being "good enough". Personally I'll be happy with 508k. Final $TSLA Delivery and Production Forecast for Q4 [----]. Total Deliveries: [------] (Up 9.89% QoQ/Up 5% YoY) North America: [------] Europe: [-----] China: [------] ROW: [-----] Production: [------] (Down 1.12% QoQ/Down 6.16% YoY) M3/MY: [------] CT/S/X: [-----] Wall street is https://t.co/6FjzUWkQ3h Final $TSLA Delivery and Production" [X Link](https://x.com/gabrielgalcer/status/1874803430692377048) 2025-01-02T13:02Z [----] followers, [----] engagements "U.S sales dragged delivery results into the dirt. [--] Gwh is very solid though. In [----] energy can take a much bigger piece of the revenue pie. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874820664198353096) 2025-01-02T14:10Z [----] followers, [---] engagements "11 GwH deployed not including the new Shanghai factory. [----] will be huge for the energy business. This might be the year analysts will have to pivot a bit off delivery numbers. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874821141648564700) 2025-01-02T14:12Z [----] followers, [---] engagements "Delivery results made one thing very clear. The U.S. market for new Tesla's is very tough. These incentives were absolutely amazing from lifetime supercharging to $10000 inventory discounts. The market just didn't respond well enough. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874822515899732240) 2025-01-02T14:18Z [----] followers, [---] engagements "Really believed that 500k was guaranteed. EPS will take a massive hit this quarter. Record incentives China VS. ROW vehicle distribution and lower production. Tesla's energy business is not big enough to offset these numbers. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874823456573014134) 2025-01-02T14:21Z [----] followers, [---] engagements "$TSLA in [----] relies on: - Tesla energy ramp - Juniper launch and production ramp - Compact launch and production ramp - FSD reaching "superhuman" levels by Q2 [----] - Robotaxi in a select district or two" [X Link](https://x.com/gabrielgalcer/status/1874824074679251128) 2025-01-02T14:24Z [----] followers, [---] engagements "Congrats Troy another solid estimate. $TSLA Tesla just released their Q4 [----] production and delivery numbers. My error rate was 0.3% for production and 1.1% for deliveries which is well within my goal of staying under 3% so Im happy with that. I had good data for Cybertruck production but not much for Cybertruck https://t.co/kmVQNmy0z1 Tesla just released their Q4 [----] production and delivery numbers. My error rate was 0.3% for production and 1.1% for deliveries which is well within my goal of staying under 3% so Im happy with that. I had good data for Cybertruck production but not much for" [X Link](https://x.com/gabrielgalcer/status/1874824265134170199) 2025-01-02T14:25Z [----] followers, [---] engagements "@squawksquare Eyes will shift to Energy Compact car ramp up and FSD progress for [----]. U.S sales are too tough atm" [X Link](https://x.com/gabrielgalcer/status/1874825128149946549) 2025-01-02T14:28Z [----] followers, [----] engagements "I wonder at what point the "car" company narrative while change. I'm assuming it'll be when another side of the business generates more revenue than the car business. Exciting. $TSLA Tesla Energy on 🔥 and Shanghai factory about to add to this. See how Q4 is often the strongest quarter of the year. https://t.co/g5I5DHUTrV Tesla Energy on 🔥 and Shanghai factory about to add to this. See how Q4 is often the strongest quarter of the year. https://t.co/g5I5DHUTrV" [X Link](https://x.com/gabrielgalcer/status/1874831406674870399) 2025-01-02T14:53Z [----] followers, [---] engagements "Don't really understand why Tesla's lease rates are so low compared to the industry standard of around 20-30%. With how Tesla's operate leasing a Tesla ensures you can get the latest car without committing and be left behind temporarily like HW3. Very cheap to lease a M3. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874835509413109877) 2025-01-02T15:09Z [----] followers, [---] engagements "@grantbelden CT price needs to scale down for it have a meaningful TAM. By a lot" [X Link](https://x.com/gabrielgalcer/status/1874840149424808339) 2025-01-02T15:28Z [----] followers, [---] engagements "I'm disappointed in these delivery numbers. Not because of revenue not because of stock price and not because of profit. I'm disappointed because the products are genuinely amazing and yet with these amazing incentives its not enough to push the needle past expectations. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874842704053776576) 2025-01-02T15:38Z [----] followers, [---] engagements "@grantbelden Rightfully so I think peak margins were too inflated. MY price + multi-month long wait times + FSD at 15k was not sustainable" [X Link](https://x.com/gabrielgalcer/status/1874843239574053119) 2025-01-02T15:40Z [----] followers, [--] engagements "I'm satisfied with top [--]. EPS estimates will be different. $TSLA The first ever TSLA st quarterly rankings are out https://t.co/UW4IXSpgTc Congrats to @simon_sl for almost nailing it to the dot TOP [--] of Q4 [----] [--]. @simon_sl 494k (0.3%) [--]. @TMSP85 492k (0.7%) [--]. @mfeng77 500k (0.9%) [--]. @TeslaStars 501k (1.0%) [--]. @vFad1v 504k (1.6%) [--]. https://t.co/nGa3PbCeyu The first ever TSLA st quarterly rankings are out https://t.co/UW4IXSpgTc Congrats to @simon_sl for almost nailing it to the dot TOP [--] of Q4 [----] [--]. @simon_sl 494k (0.3%) [--]. @TMSP85 492k (0.7%) [--]. @mfeng77 500k (0.9%) [--]. @TeslaStars" [X Link](https://x.com/gabrielgalcer/status/1874847618532278473) 2025-01-02T15:57Z [----] followers, [---] engagements "Lets look back at what the Tesla Model [--] was SUPPOSED to be VS. what we have today. [--] years ago during the Model [--] unveiling Elon promised the model [--] would be: - $35000 ✅ - 0-60 MPH in lass than [--] seconds ✅ - [---] Miles of Range (People clapped for this) ✅ - Autopilot Hardware ✅ - Fits [--] Adults Comfortably ✅ - Supercharging Capabilities ✅ The Tesla team has OVERDELIVERED on the Model [--]. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874859488731136255) 2025-01-02T16:45Z [----] followers, [---] engagements "Jeez Fred. Maybe dial it back a bit. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1874860285355585997) 2025-01-02T16:48Z [----] followers, [--] engagements "Don't know if its just the $TSLA community but it looks like the majority of the participants are not fazed by the Q4 delivery results. Good. Long term outlook is not changed market is down on short term execution risk. Will $TSLA ever see $480 again in [----] If so when Will $TSLA ever see $480 again in [----] If so when" [X Link](https://x.com/gabrielgalcer/status/1874867937410200062) 2025-01-02T17:18Z [----] followers, [---] engagements "Badass. Get it right back on the road. $TSLA @BillyM2k The battery pack never even caught fire and the tires are still inflated Once we get this Cybertruck back to Tesla well buff out the scratches and get it back on the road. @BillyM2k The battery pack never even caught fire and the tires are still inflated Once we get this Cybertruck back to Tesla well buff out the scratches and get it back on the road" [X Link](https://x.com/gabrielgalcer/status/1874933912285425928) 2025-01-02T21:40Z [----] followers, [---] engagements "@grantbelden @thejefflutz Noted. Ideally it becomes larger than auto relatively soon. I'm expecting the new Shanghai factory to account for at least 50% of global megapack production. Obviously at better margins. We'll see" [X Link](https://x.com/gabrielgalcer/status/1874958344433320307) 2025-01-02T23:17Z [----] followers, [--] engagements "With all due respect there is a 0% chance Tesla commercially sells and delivers [--] Optimus in [----]. No financial models should include Optimus as a cash producing asset for [----]. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1875157680714809398) 2025-01-03T12:30Z [----] followers, [---] engagements "@TSLAFanMtl Fremont and Texas logistic lots have been pretty empty for a few days. I thought Tesla would be close to revealing the new Model Y in order to limit how much time these lots remain empty. Launch in February seems much further than ideal no" [X Link](https://x.com/gabrielgalcer/status/1875161839195332748) 2025-01-03T12:46Z [----] followers, [---] engagements "Tesla is in a tough spot. Execution risk is very high. Inventory levels for Model Y are low meaning that Tesla will have to find a way to produce the old Model Y while ramping Juniper prior to the reveal. The production lines can only produce one of the models at a time. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1875178976655876302) 2025-01-03T13:54Z [----] followers, [---] engagements "Im 100% confident that Juniper will not look this bad. $TSLA This is the spy photo of the facelifted Model Y with the least noticeable Photoshop traces Ive ever seen. https://t.co/odGOzcaj2S This is the spy photo of the facelifted Model Y with the least noticeable Photoshop traces Ive ever seen. https://t.co/odGOzcaj2S" [X Link](https://x.com/gabrielgalcer/status/1875204256455922131) 2025-01-03T15:35Z [----] followers, [---] engagements "This would be a travesty. Needs the light bar to be more aggressive at least. Im confident Juniper will look much better than this. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1875212791067668919) 2025-01-03T16:09Z [----] followers, [---] engagements "@robotaxiking Why Because TSLA gave amazing returns from 2019-present I ask because my assumption is we might not get that same level of return this time around. Still good returns but nothing that would make me regret diversifying into rental properties" [X Link](https://x.com/gabrielgalcer/status/1875960558656397697) 2025-01-05T17:40Z [----] followers, [--] engagements "If it wasnt for Germany sales being down 30% YoY and the U.S. market being so tough Tesla would have had positive YoY growth. China and ROW sales went well in [----]. $TSLA The UK reported [----] Tesla sales and 6.1% market share in December. BEV penetration reaches new record of 31% and Tesla has 19.8% of this segment. Market share is [---] basis points or 187% above the 3-month trailing average of 2.1% Tesla second best-selling brand https://t.co/vQ99udng2l The UK reported [----] Tesla sales and 6.1% market share in December. BEV penetration reaches new record of 31% and Tesla has 19.8% of this" [X Link](https://x.com/gabrielgalcer/status/1876261646488010822) 2025-01-06T13:36Z [----] followers, [---] engagements "This is interesting by $NVDA Jensen. Didnt include Optimus in the leadership position. I wonder where he thinks Optimus is at $TSLA" [X Link](https://x.com/gabrielgalcer/status/1876678506551050470) 2025-01-07T17:13Z [----] followers, [---] engagements "@teslayoda I thought Robotaxi would be operational in Cali/Texas locations in Q2 of [----] Or am I mixing up my timelines" [X Link](https://x.com/gabrielgalcer/status/1876727235844911520) 2025-01-07T20:26Z [----] followers, [--] engagements "How long do you think it will take until the vast majority of the world is comfortable with being driven by a self-driving vehicle Ive met too many people who claim theyll never trust a computer to drive them. $TSLA $NVDA 1-3 years from now 3-5 years from now 10-20 years from now 5-10 years from now 1-3 years from now 3-5 years from now 10-20 years from now 5-10 years from now" [X Link](https://x.com/gabrielgalcer/status/1877010374370767044) 2025-01-08T15:12Z [----] followers, [---] engagements "With deliveries expected in March Juniper will be produced throughout February instead of the old Model Y. This will put a lot of pressure on the production numbers for Q1 [----]. March is less than ideal as the reduction in deliveries might push down YoY delivery numbers. $TSLA The worlds best-selling vehicle just got even better. EV consumers will like the more tailored look and interior improvements of the refreshed $TSLA Model Y and IMO it will sell very well. As summarized by Electrek: The front-end includes a Cybercab light bar rather than https://t.co/OkCyuVOIYJ The worlds best-selling" [X Link](https://x.com/gabrielgalcer/status/1877698698181750970) 2025-01-10T12:47Z [----] followers, [---] engagements "@bull2035 If they can transition as well as Shanghai did for the M3 highland then we are good. If they transition as bad as Fremont did for the M3 highland then we are in a bad spot" [X Link](https://x.com/gabrielgalcer/status/1877705544745558317) 2025-01-10T13:14Z [----] followers, [--] engagements "@tahreem57 Im expecting internal AI5 trials by end of this year and production mid-2026. I think end of [----] will be the perfect time to buy a Juniper will all the crazy incentives and AI5" [X Link](https://x.com/gabrielgalcer/status/1877712071489413404) 2025-01-10T13:40Z [----] followers, [--] engagements "We will be lucky to get [--] rate cut this year. $TSLA Dec non-farm payrolls of +256K was much stronger than exp (+165K exp) although avg hourly earnings came in at +0.3% MoM same as expected. 10yrTY 4.77% +8.8bp. SPX -1.0% NDX -1.2% pre-mkt. Rise in 10yrTY will punish long duration (high P/E) equities most. $TSLA -1.1% Dec non-farm payrolls of +256K was much stronger than exp (+165K exp) although avg hourly earnings came in at +0.3% MoM same as expected. 10yrTY 4.77% +8.8bp. SPX -1.0% NDX -1.2% pre-mkt. Rise in 10yrTY will punish long duration (high P/E) equities most. $TSLA -1.1%" [X Link](https://x.com/gabrielgalcer/status/1877713854706176177) 2025-01-10T13:47Z [----] followers, [---] engagements "@grantbelden Jeff Bezos sucks too but very very few people actually dont buy from Amazon just because of their dislike for him. I think in general many people dont boycott companies especially if its an inconvenience" [X Link](https://x.com/gabrielgalcer/status/1877737558374789517) 2025-01-10T15:21Z [----] followers, [--] engagements "@grantbelden These are all fair points but this is so far just about cars. Even if you were to mention Tesla powerwall something not as popular people will feel the need to through shade at Elon or the company. Nothing to do with the product. Ive never seen an image have this much pushback" [X Link](https://x.com/gabrielgalcer/status/1877740437873504678) 2025-01-10T15:33Z [----] followers, [--] engagements "Today we will get PPI and PCE data. Tomorrow we get CPI. Last time these numbers came worse than expected suggesting inflation is stickier than anticipated. If we get a non-positive read on any numbers today/tomorrow I'd expect this rally to crash. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1879136238331969917) 2025-01-14T11:59Z [----] followers, [---] engagements "Elon should not buy TikTok. $META is already under pressure and being accused of holding monopolistic power in the U.S. social networking market. This will just be another case of the same issue. Its unnecessary noise. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1879147781975363666) 2025-01-14T12:45Z [----] followers, [---] engagements "@squawksquare He also didnt deny the PoE rumors and those turned out to be true lmao" [X Link](https://x.com/gabrielgalcer/status/1879149714706436280) 2025-01-14T12:52Z [----] followers, [---] engagements "This is fucking sick. Id love to see the RoboVan do this sometime in the next [--] years. $TSLA Self-driving bus in China. The Future is here. https://t.co/S3s7S1ycel Self-driving bus in China. The Future is here. https://t.co/S3s7S1ycel" [X Link](https://x.com/gabrielgalcer/status/1879151775556743508) 2025-01-14T13:01Z [----] followers, [---] engagements "Its worth highlighting that $TSLA market share GREW in Norway in [----]. Norway is the country with the highest EV adoption rate and Tesla is doing very well in this market. Cherry on top for all EVs is that Norway is cold as fuck and the cars fit their lifestyle. Tesla market share change from [----] to [----]. Hong Kong 24.8% 24.7% 🔴 Norway 16.6% 18.4% 🟢 Ireland 9.8% 11.1% 🟢 Denmark 12.0% 8.9% 🔴 Sweden 6.4% 7.9% 🟢 Netherlands 5.5% 7.6% 🟢 Iceland 20.3% 6.4% 🔴 Singapore 3.5% 5.3% 🟢 https://t.co/LZEgMukPu5 Tesla market share change from [----] to [----]. Hong Kong 24.8% 24.7% 🔴 Norway 16.6%" [X Link](https://x.com/gabrielgalcer/status/1879154733212168421) 2025-01-14T13:12Z [----] followers, [---] engagements "PPI is MUCH better than expected. $TSLA 🚀🚀 Today we will get PPI and PCE data. Tomorrow we get CPI. Last time these numbers came worse than expected suggesting inflation is stickier than anticipated. If we get a non-positive read on any numbers today/tomorrow I'd expect this rally to crash. $TSLA Today we will get PPI and PCE data. Tomorrow we get CPI. Last time these numbers came worse than expected suggesting inflation is stickier than anticipated. If we get a non-positive read on any numbers today/tomorrow I'd expect this rally to crash. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1879162650086764893) 2025-01-14T13:44Z [----] followers, [---] engagements "@garyblack00 Juniper and Compact need a perfect ramp up to deliver on YoY vehicle growth. A slow ramp will be detrimental for forward PE and revenue growth" [X Link](https://x.com/gabrielgalcer/status/1879164090511479168) 2025-01-14T13:50Z [----] followers, [---] engagements "Will keep an eye on production this quarter. $TSLA 🚨JUNIPER GETS GERMAN: The first Model Y "Juniper" unit has rolled off of production lines at Gigafactory Berlin and will be signed by employees at the plant The Juniper Era is Here via @EFIEBER_ANDRE https://t.co/SeUXCXBQgR 🚨JUNIPER GETS GERMAN: The first Model Y "Juniper" unit has rolled off of production lines at Gigafactory Berlin and will be signed by employees at the plant The Juniper Era is Here via @EFIEBER_ANDRE https://t.co/SeUXCXBQgR" [X Link](https://x.com/gabrielgalcer/status/1879198809382908091) 2025-01-14T16:08Z [----] followers, [---] engagements "@teslascope Does it look like a wide release or a small wave" [X Link](https://x.com/gabrielgalcer/status/1879331393618231460) 2025-01-15T00:54Z [----] followers, [---] engagements "Is Grok better than GPT" [X Link](https://x.com/gabrielgalcer/status/1879575927484817527) 2025-01-15T17:06Z [----] followers, [--] engagements "In Q4 Tesla announced 0% financing for Model [--] and Model Y in the U.S without purchasing FSD. I'm expecting this to drop automotive revenue by around 10%. This loss might be offset depending on COGS and energy profit margins. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1879659921706463348) 2025-01-15T22:40Z [----] followers, [---] engagements "Im not expecting good Q1 delivery numbers. Juniper will not positively impact Q1 deliveries in the U.S and once a compact car is revealed it wont go into production for a few months AT BEST. Expecting Tesla energy to offset auto losses = flat revenue growth this year. $TSLA" [X Link](https://x.com/gabrielgalcer/status/1879860865740268005) 2025-01-16T11:58Z [----] followers, [---] engagements "@TroyTeslike By roughly how much do you expect the release of FSD in China to boost sales FSD is Teslas main competitive advantage Teslas holding up very well in China without it imo" [X Link](https://x.com/gabrielgalcer/status/1879878216107896960) 2025-01-16T13:07Z [----] followers, [---] engagements "@TroyTeslike By roughly how much do you expect the release of FSD in China to boost sales FSD is Teslas main competitive advantage Teslas holding up very well in China without it imo" [X Link](https://x.com/gabrielgalcer/status/1879883558845919259) 2025-01-16T13:29Z [----] followers, [----] engagements "@Factschaser @TroyTeslike Id like to know if this software is able to run on every Huawei vehicle purchased by a consumer today if its geo fenced and what their miles per intervention is at a global scale if you have those stats" [X Link](https://x.com/gabrielgalcer/status/1879929915627503633) 2025-01-16T16:33Z [----] followers, [--] engagements "Interestingly enough I dont see repeated winners of these tests. I think this is the first time the Polestar [--] wins. Tesla Model Y LR won [--] years ago Tesla Model S won in the summer in June [----] Model [--] fell short in Feb [----] and lost to the HiPhi Z sedan. Now the Polestar won. Seems like these winners are too inconsistent" [X Link](https://x.com/gabrielgalcer/status/1879931232441577599) 2025-01-16T16:38Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@gabrielgalcer Virus
Virus posts on X about $tsla, tsla, $imsr, tesla the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: undefined #
- [--] Week [-----] +118%
- [--] Month [-----] +15%
- [--] Months [------] +645%
- [--] Year [------] -12%
Mentions: undefined #
- [--] Week [--] -17%
- [--] Month [--] -4.60%
- [--] Months [---] +188%
- [--] Year [---] -30%
Followers: [-----] #
- [--] Week [-----] +0.26%
- [--] Month [-----] +0.92%
- [--] Months [-----] -2.80%
- [--] Year [-----] +6.80%
CreatorRank: undefined #
Social Influence
Social category influence stocks automotive brands finance countries technology brands travel destinations celebrities cryptocurrencies social networks exchanges
Social topic influence $tsla, tsla, $imsr, tesla, $oklo, china, fsd, ai, bullish, shanghai
Top accounts mentioned or mentioned by @sawyermerritt @tslafanmtl @ctinv50 @farzyness @grantbelden @wholemarsblog @troyteslike @tesla @curiouspejjy @backedbyalex @cybercabdavid @teslaai @squawksquare @howardlutnick @terrestrialmsr @teslayoda @chazman @robotaxiking @kevdinny @aleabitoreddit
Top assets mentioned Tesla, Inc. (TSLA) Oklo Inc. (OKLO) Eos Energy Enterprises, Inc. (EOSE) ROBOTAXI (ROBOTAXI) NVIDIA Corp. (NVDA) UnitedHealth Group (UNH) Alphabet Inc Class A (GOOGL) Metadium (META) Basis Cash (BAC) NuScale Power Corporation (SMR) Morgan Stanley (MS) Bank of America (BAC) GrokCoin (GROKCOIN) Uber Technologies, Inc. (UBER) Optimus (OPTIMUS) Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN) NANO Nuclear Energy Inc. (NNE)
Top Social Posts
Top posts by engagements in the last [--] hours
"I missed a Quad on MW3"
X Link 2018-06-21T18:22Z [----] followers, [--] engagements
"@AlloyLauncher @WholeMarsBlog Tesla has more than two front cameras though watch a few FSD videos by AI Driver Im been completely autonomous even on the bad builds for the last [--] years its cool look more into it"
X Link 2024-08-27T16:05Z [----] followers, [--] engagements
"@boneIesswater I like the front profile and I appreciate the boldness it takes to create something like that dont think Id buy one though"
X Link 2024-09-25T19:29Z [----] followers, [--] engagements
"@teslascope @Tesla Will users be able to see how much time they spend driving with FSD"
X Link 2024-10-09T23:34Z [----] followers, [---] engagements
"@AIDRIVR Where is this from"
X Link 2024-10-17T18:57Z [----] followers, [----] engagements
"The capital and belief in AI will occur slowly and then all at once. Nividia and Tesla will be the biggest winners in the AI race. Additionally there are too many good side effects from this race like the acquisition of nuclear power plants to supplement energy demands to facilitate further development"
X Link 2024-11-22T12:48Z [----] followers, [---] engagements
"@CuriousPejjy 100% agreed however its too hard to accurately add a hype multiple. That being said Im estimating $475 NOT including the potential for FSD to be 99% ready with V13/V14 etc. [----] will be a very telling year"
X Link 2024-11-22T12:53Z [----] followers, [---] engagements
"@CyberCabDavid Theyre a chill guy they were just on the wrong side of the fence lol. Picked the worst company to short"
X Link 2024-11-22T14:57Z [----] followers, [--] engagements
"Any shot $TSLA blasts to $400 before December"
X Link 2024-11-22T15:48Z [----] followers, [---] engagements
"@SawyerMerritt This is huge. When gas stations are replaced with charging sites the sentiment from non-EV buyers will change. Making slight changes while allowing some level of familiarity is key to convince skeptics"
X Link 2024-11-22T16:03Z [----] followers, [---] engagements
"Tesla will go vertical that day. Proof of concept is what WS is looking for. When they get their first hit of EPS from autonomy it will be like crack to them lol. Robotaxi revenue hitting the bottom line will cause the stock to exceed valuation the likes of no one has ever seen before"
X Link 2024-11-23T00:08Z [----] followers, [---] engagements
"@MrTeslaTom Hell be fully onboard once the first hit of Robotaxi revenue hits the bottom line"
X Link 2024-11-23T01:04Z [----] followers, [--] engagements
"@teslayoda 85-90% the remaining 10% is for times where its not practical to use FSD like driving somewhere close by not have the exact address of a place finding parking in a parking garage etc"
X Link 2024-11-23T19:22Z [----] followers, [---] engagements
"Best demonstration thread Ive ever seen for FSD capabilities. Well done. Every FSD release is rigorously tested including rare and adversarial scenarios on closed courses Here's [--] examples: [--]. Reverse Cut-in (Occluded) https://t.co/VWBKDgVuUc Every FSD release is rigorously tested including rare and adversarial scenarios on closed courses Here's [--] examples: [--]. Reverse Cut-in (Occluded) https://t.co/VWBKDgVuUc"
X Link 2024-11-25T01:59Z [----] followers, [---] engagements
"@SawyerMerritt VW is losing on all fronts. VW is currently the largest and first major OEM loser in the EV industry. Herbert Diess was truly their best shot and they fired him. What an oversight"
X Link 2024-11-25T15:39Z [----] followers, [----] engagements
"Close it. It's not about wanting the company to fail or succeed or even about trying to make some extra money for yourself. Short selling is very risky. You could lose so much more than what you've put in. Don't give in to your greed keep buying and holding there's other ways to make money"
X Link 2024-11-25T16:10Z [----] followers, [--] engagements
"Its a must. After my initial investment in [----] I decided to buy a Tesla in [----] and FSD to see first hand how the tech was progressing. If you have anything over 100k in the company I think its a must to actually own a vehicle with FSD to determine if youd like to continue to add to the position"
X Link 2024-11-26T18:59Z [----] followers, [---] engagements
"@farzyness @grok I have high hopes for Grok [--]. I expect it to be a clear leap ahead of GPT and to be the undisputed leader in LLMs"
X Link 2024-11-27T14:38Z [----] followers, [---] engagements
"@elonmusk Lets delete it and see what happens. Nice flat tax over 50k earned per year. No loopholes. Sounds like fun"
X Link 2024-11-27T14:55Z [----] followers, [--] engagements
"@SawyerMerritt Nissan has suffered a lot. I genuinely have not heard anyone mention Nissan in a while. Nissan is truly one of the less desirable brands out right now based on a lack of competitive advantages and a lack of separation from the pact"
X Link 2024-11-27T15:24Z [----] followers, [----] engagements
"Wow just received some incredible news. Might be a homeowner sooner rather than later. Considering the price of the home that I might lock in and Teslas recent rally I will be looking to install Tesla Solar Roof and Powerwall if possible. $TSLA"
X Link 2024-11-27T18:44Z [----] followers, [---] engagements
"$TSLA Q4 Delivery Estimates Tesla is likely to deliver over 500k vehicles for Q4 [----]. This would be at least a 2.66% beat on current analyst estimates (487000). Here's How: (1/3)"
X Link 2024-11-29T15:08Z [----] followers, [---] engagements
"I am predicting Tesla will deliver [------] vehicles for Q4 [----]. Many numbers are yet to be released from now until the end of Q4 therefore adjustments will be made when necessary as I'm very early in conducting estimates. Light blue numbers are sourced numbers. Yellow numbers are my own assumptions. I'm very optimistic towards CT deliveries this quarter as we have seen high VIN numbers (51324) as recently as Nov. 11th up from [-----] in June. Currently expecting [-----] deliveries from CT in Q4. I believe CT is supply limited this quarter as I suspect Tesla will sell every CT they make (excluding"
X Link 2024-11-29T15:08Z [----] followers, [--] engagements
"Current delivery estimates for China Europe and North America: China Deliveries - [------] Europe Deliveries - [-----] North America Deliveries - [------] (Excluding CT deliveries) I believe China will outperform my estimates (currently expecting [-----] new insured units per week until the last week of December) however delivery numbers from Europe and North America may neutralize it. I believe Tesla will cross the 500k deliveries mark and is likely to widen the gap due to outperforming China sales and CT ramp up. Any feedback is appreciated. (3/3)"
X Link 2024-11-29T15:09Z [----] followers, [--] engagements
"@SBZung @WholeMarsBlog He's going to nuke his own portfolio while everyone else makes generational gains"
X Link 2024-11-29T20:48Z [----] followers, [---] engagements
"With V13 coming out well finally see what this Cortex cluster can do. $TSLA BREAKING: Here are the release notes for the FSD V13 we're looking for Take a look ✅FSD (Supervised) v13 upgrades every part of the end- to-end driving network. - Includes: ✅36 Hz full-resolution AI4 video inputs ✅Native AI4 inputs and neural network architectures https://t.co/dTQwxl1Wgq $TSLA BREAKING: Here are the release notes for the FSD V13 we're looking for Take a look ✅FSD (Supervised) v13 upgrades every part of the end- to-end driving network. - Includes: ✅36 Hz full-resolution AI4 video inputs ✅Native AI4"
X Link 2024-11-30T23:25Z [----] followers, [--] engagements
"@DirtyTesLa @WholeMarsBlog @WifeDirtyTesla @gamestop This definitely gives a feeling of magic to the customer. Also for only $99 a month"
X Link 2024-12-01T22:41Z [----] followers, [---] engagements
"@TSLAFanMtl Hey by any chance do you keep your sources for Tesla delivery estimates handy Looking to get good sources to cross reference my assumptions as the end of the quarter approaches. Thank you"
X Link 2024-12-02T03:30Z [----] followers, [--] engagements
"As @chazman pointed out while FSD V13 still has its bugs its driving capabilities have seen significant improvement across the board. With 25% of the remaining H100s set to be installed in the Cortex cluster by the end of December we can expect the snowball effect on FSD's performance enhancements to really begin on January 1st [----]. $TSLA FYI Tesla FSD V13 which is rolling out to customers right now is the first fully new version of FSD to use this Cortex supercomputer training cluster in Giga Texas. This is going to use 5X training computer scaling with this version https://t.co/OoMejvNX3a"
X Link 2024-12-02T14:36Z [----] followers, [---] engagements
"Everyone is excited for FSD V13.2 however I'm most excited for the upcoming improvements. This is FSD V13 "Mini". The 3x Model increase alone will definitely prove that FSDs driving capabilities are past the average humans capabilities. All other improvements are a bonus. $TSLA"
X Link 2024-12-02T14:42Z [----] followers, [---] engagements
"@WholeMarsBlog FSD is the only licensable software of its kind. Ford can't license Waymo technology. Once Ford licenses FSD Ford vehicles will also gather data along with Tesla"
X Link 2024-12-02T18:48Z [----] followers, [---] engagements
"Tesla's FSD software is absolutely groundbreaking and their lead is unassailable. Tesla produces around [----] vehicles per day (10x of Waymo's current fleet) and all are capable of running FSD but more importantly all of them will gather data for FSD. $TSLA"
X Link 2024-12-02T18:58Z [----] followers, [---] engagements
"@SawyerMerritt Being "too much under the influence" of Elon was not a disadvantage. The pay package was too good of a deal to pass up and it was backed by Elon's character. What a terrible decision by the judge"
X Link 2024-12-02T22:08Z [----] followers, [----] engagements
"@Tslachan Looks like $TSLA in China is killing it. Surpassing my expectation so far"
X Link 2024-12-03T03:51Z [----] followers, [----] engagements
"@piloly $TSLA in China is killing it. Expecting deliveries at [------] for Q4 [----] at the moment"
X Link 2024-12-03T03:58Z [----] followers, [---] engagements
"The two biggest catalysts for Tesla in the medium term is FSD take rate and Energy profit margins. Im expecting FSD take rate to hover around 25-30% until wide release of V13. After V13 wide release I can see FSD take rate moving up to 35%. $TSLA"
X Link 2024-12-03T12:59Z [----] followers, [---] engagements
"Tesla is holding their ground very well in China considering how cheap and affordable domestic China EVs are. Legacy will not last much longer. $TSLA The figure below shows how competitive the Chinese electric carmaker is. Legacy seems to lack even a long-term vision. https://t.co/Tyk5Dq2dgy The figure below shows how competitive the Chinese electric carmaker is. Legacy seems to lack even a long-term vision. https://t.co/Tyk5Dq2dgy"
X Link 2024-12-03T14:04Z [----] followers, [---] engagements
"@farzyness If Tesla cant win the appeal in the Delaware Supreme Court then the solution is to solidify themselves in Texas and re-do the pay package in Texas which I dont think will cause any issues. Overall everything will be okay for Tesla not for Delaware"
X Link 2024-12-03T14:26Z [----] followers, [---] engagements
"@TroyTeslike Hey Troy Im assuming they are but are U.S. sales including CT deliveries Im optimistic and estimating [-----] CT deliveries for Q4 netting NA sales to be around 240k"
X Link 2024-12-03T15:17Z [----] followers, [----] engagements
"@AydenMMiller Next year we will see V14 HW5 and potentially early builds of V15 using HW5. Exciting"
X Link 2024-12-03T15:36Z [----] followers, [--] engagements
"@chazman @Tesla_AI Perfect reaction time and the way FSD handled it looked incredibly smooth and calm"
X Link 2024-12-03T15:56Z [----] followers, [---] engagements
"@chazman @Tesla_AI Holy crap Chuck. This is the worst FSD will ever be. Every iteration after this will build up and who knows what FSD will look like in [--] more years"
X Link 2024-12-03T16:06Z [----] followers, [----] engagements
"Im really excited to see new FSD updates for HW3. HW4 was trained on HW3 data up until FSD V13 however moving forward Id like to know if Tesla would entertain the idea of training HW3 vehicles with HW4 data. Im very curious to see how HW3 would handle these new updates. $TSLA"
X Link 2024-12-03T16:17Z [----] followers, [---] engagements
"I wonder if the quality of data gathered from FSD V13 will be better than the quality of the data gathered from FSD V12 and prior. If so we might all be underestimating the speed in which we see improvements in subsequent dot updates. $TSLA"
X Link 2024-12-03T20:21Z [----] followers, [---] engagements
"@TSLAFanMtl Germany has accounted for about 70% of Teslas decline in Europe sales this year not sure why"
X Link 2024-12-04T14:21Z [----] followers, [---] engagements
"@caufield1225 @TSLAFanMtl They liked it more last year though crap or not what changed Product did improve since [----] so it has to be external factors"
X Link 2024-12-04T16:39Z [----] followers, [--] engagements
"@farzyness It takes a lot for me to dislike something but I can confidently say that the new Photo app has to be the most frustrating experience Ive ever had with an update"
X Link 2024-12-04T17:04Z [----] followers, [----] engagements
"We'll know final EU sales numbers by Dec. 7th. Germany is no longer a big seller for Tesla. Will make revisions to my delivery estimates if necessary. $TSLA"
X Link 2024-12-05T03:56Z [----] followers, [---] engagements
"@WholeMarsBlog do you think its likely that data recorded from FSD V13 will be of higher quality than data gathered from FSD V12 If so I think well see a rate of improvement no one will expect"
X Link 2024-12-05T07:58Z [----] followers, [--] engagements
"FSD V13 is the new floor. This is the worst its ever going to be. Let that sink in. $TSLA"
X Link 2024-12-05T23:51Z [----] followers, [---] engagements
"Currently there have been [-------] Teslas delivered worldwide. Currently only North America has access to FSD. As soon as Q1 of [----] China and Europe will contribute to Tesla's massive dataset. The progress we will see for FSD in [----] will be incomprehensible. $TSLA"
X Link 2024-12-06T02:01Z [----] followers, [---] engagements
"$TSLA is now at $377.03 based on continued momentum from yesterday. Expecting $400 either today or next week"
X Link 2024-12-06T13:05Z [----] followers, [---] engagements
"Im very bullish on China numbers coming in next week. Ill redo this chart once we get the new numbers for first week of December. $TSLA Tesla China sales per week [----] Vs. [----]. My estimates imply a 7.23% increase in YoY sales in China. I believe upcoming China numbers will outpace my estimates which would set up Tesla to beat 500k vehicles in Q4 [----]. 🔴 - My estimate 🔵 - Current Sales YTD 🟡 - [----] https://t.co/FD3FXxZKUq Tesla China sales per week [----] Vs. [----]. My estimates imply a 7.23% increase in YoY sales in China. I believe upcoming China numbers will outpace my estimates which"
X Link 2024-12-06T23:05Z [----] followers, [---] engagements
"Current WS analyst EPS estimates of [----] seems a bit high for me. Record incentives are available inventory is up CT still not qualified for EV tax credit etc. Im bullish on Tesla but unless COGS have another massive decrease like they did in Q3. This might be a miss. $TSLA"
X Link 2024-12-06T23:17Z [----] followers, [---] engagements
"@JohnChr08117285 VW is the first in line"
X Link 2024-12-06T23:22Z [----] followers, [--] engagements
"I currently own over [----] shares of $TSLA. At what price should I stop buying 🤔"
X Link 2024-12-07T17:26Z [----] followers, [---] engagements
"@CuriousPejjy I heard that CyberCab has only [--] parts in total. Crazy"
X Link 2024-12-07T17:28Z [----] followers, [---] engagements
"Test drove the Cybertruck with my gf. Crazy vehicle steer by wire is insane the turning radius and handling is unbelievable. FSD 12.5.5.3 plus HW4 is amazing. I could see myself buying the truck in a few years. $TSLA"
X Link 2024-12-08T19:12Z [----] followers, [---] engagements
"Robinhood Morningstar analysts need to get with the program. - $210 PT - 1/5 rating - Narrow Economic Moat What a joke $TSLA"
X Link 2024-12-09T13:02Z [----] followers, [--] engagements
"For now I dont think Ill add to my $TSLA position until price comes back under $400"
X Link 2024-12-11T13:31Z [----] followers, [---] engagements
"I think China will love the CT. $TSLA Tesla's Cybertruck has successfully met the requirements set by China's Ministry of Industry and Information Technology and is anticipated to be introduced to the Chinese market soon. $TSLA https://t.co/ouU6uYT8Hj Tesla's Cybertruck has successfully met the requirements set by China's Ministry of Industry and Information Technology and is anticipated to be introduced to the Chinese market soon. $TSLA https://t.co/ouU6uYT8Hj"
X Link 2024-12-11T15:33Z [----] followers, [---] engagements
"$TSLA will launch FSD unsupervised in a geofenced location next year. I know many skeptics will point to the fact that it's geofenced and will claim its once again an unfulfilled promise from Elon. FSD supervised vs. unsupervised won't be much of a difference practically speaking as many commutes for individuals will be solved long before unsupervised becomes nationwide"
X Link 2024-12-11T20:22Z [----] followers, [---] engagements
"To all $TSLA owners. Would it matter to you if Full Self-Driving (FSD) unsupervised is never officially achieved but the system becomes so flawless you never have to intervene Essentially if you never need to touch the wheel again does it still matter if FSD isn't 'solved'"
X Link 2024-12-11T20:26Z [----] followers, [--] engagements
"@robotaxiking I don't believe Tesla can gather enough data for all of Texas or California to launch unsupervised statewide. I think they will launch unsupervised in select locations where Tesla is confident enough that they agree to take liability for any damages. At least for now"
X Link 2024-12-11T20:28Z [----] followers, [--] engagements
"To all $TSLA owners. Would it matter to you if Full Self-Driving (FSD) unsupervised is never officially achieved but the system becomes so flawless you never have to intervene Essentially if you never need to touch the wheel again does it still matter if FSD isn't 'solved' Yes I would care. Wouldn't bother me. See Results. Yes I would care. Wouldn't bother me. See Results"
X Link 2024-12-12T15:16Z [----] followers, [---] engagements
"Everything that Tesla has ever built has been for the goal of autonomy since day [--]. "Oh I don't like the interior" - When you have nothing to do a big screen will be the thing you want the most. "It drives like a golf cart" - Doesn't matter if you ain't driving. $TSLA"
X Link 2024-12-12T21:17Z [----] followers, [--] engagements
"I dont expect Tesla to meet their 515k delivery guidance however I expect them to get pretty close. Best case expecting 512k deliveries for Q4 [----]. Worst case 495k. $TSLA"
X Link 2024-12-13T12:33Z [----] followers, [---] engagements
"HW5 will be such an insane leap that it will not seem real. Imagine the model HW4 can handle then 10x it. $TSLA"
X Link 2024-12-13T15:05Z [----] followers, [---] engagements
"FSDs final bottleneck is navigation. Driving capabilities are solved in FSD V13. All thats left is much needed improvements in planning and routing and FSD disengagements would drastically decrease. Tesla mapping accuracy will be the final step. $TSLA"
X Link 2024-12-13T15:14Z [----] followers, [---] engagements
"After buying $TSLA for years Ive only been able to accumulate [--] seconds of Teslas annual production capacity. Crazy to think of it like that. Credit to @teslayoda for providing that perspective"
X Link 2024-12-13T15:57Z [----] followers, [--] engagements
"I wonder if FSD V13 data is more valuable to the @Tesla_AI team than FSD V12 data and all FSD data prior. There might be a difference in the quality of data. FSD might improve tremendously once FSD V13 goes wide and that data if fed back to the Cortex Cluster in Texas. $TSLA"
X Link 2024-12-15T14:14Z [----] followers, [---] engagements
"FSD V13.2.1 seems to be rolling out to early access vehicles. Wide release is imminent. $TSLA"
X Link 2024-12-15T14:54Z [----] followers, [---] engagements
"FSDs impact on the nation is imminent. As more CEOs think like this and automakers adopt FSD the consumers and societal norms will follow. $TSLA Google CEO on who is the leader in self-driving space: "I think obviously @Tesla is a leader in the space. It looks to me like Tesla and Waymo are the top two." https://t.co/T0hlSICm8V Google CEO on who is the leader in self-driving space: "I think obviously @Tesla is a leader in the space. It looks to me like Tesla and Waymo are the top two." https://t.co/T0hlSICm8V"
X Link 2024-12-15T17:02Z [----] followers, [---] engagements
"What's your all-time investment line look like For context I sold my Tesla stock and held cash from June 5th [----] to January 22nd [----]. Was able to get Tesla at a 13% discount from the price at the time ($240 - $208.80). $TSLA"
X Link 2024-12-16T02:09Z [----] followers, [---] engagements
"With FSD V13.2.1 going wide its been over [--] years since FSD V8.2 was released. Thats [--] FSD versions released in the past [---] years. Thats roughty [---] versions released per year. With the cortex cluster turning on Im confident we will see FSD V14 in [----]. $TSLA"
X Link 2024-12-16T03:20Z [----] followers, [---] engagements
"I may be very wrong on this but I don't expect $TSLA to hit $500 per share without some sort of pullback"
X Link 2024-12-16T17:31Z [----] followers, [---] engagements
"What price does $TSLA have to be at for you to quit your 9-5"
X Link 2024-12-16T18:12Z [----] followers, [--] engagements
"Worth noting Vijay Rakesh is #653 out of [----] WS analysts with an average of 11.60% avg. return per year. Raised price target from $230 to $515. Moving neutrals towards the bullish side will cause many to price chase. $TSLA"
X Link 2024-12-16T21:35Z [----] followers, [--] engagements
"I think its a telling sign that $TSLA is working on [----] for HW3 and not on FSD [--]. I think it might take longer than expected to get [--] on HW3. I know many think HW3 might get FSD V13 once its stable on HW4 however FSD V13.2.1 has gone wide already. Something to think about"
X Link 2024-12-17T04:27Z [----] followers, [---] engagements
"@PseudoAdult Interesting. I think they may develop HW5 with the intention of an easy swap out of HW3. Would make things easier to build out that system with a retrofit in mind from the start. Well see but I think they might run into some trouble with these model and context sizes"
X Link 2024-12-17T04:44Z [----] followers, [--] engagements
"This number is only [---] units below my expectations for this week. Still on track for 508k deliveries this quarter. $TSLA $TSLA BREAKING: Tesla China insured units Dec [----] 2-8 : [-----] 9-15 : [-----] Tesla China's Push https://t.co/Ym4BkwbWSw $TSLA BREAKING: Tesla China insured units Dec [----] 2-8 : [-----] 9-15 : [-----] Tesla China's Push https://t.co/Ym4BkwbWSw"
X Link 2024-12-17T11:42Z [----] followers, [---] engagements
"Im assuming HW5/AI5 will be made from the ground up with the intention of swapping out HW3. $TSLA"
X Link 2024-12-17T21:56Z [----] followers, [--] engagements
"Sold 5% position at $487 on $TSLA. The price can't continue without some sort of pull back. Will take advantage of the opportunity to have more cash"
X Link 2024-12-18T16:56Z [----] followers, [--] engagements
"$TSLA Q4 Deliveries outcome: Worst case scenario (which is already off the table IMO): 485k Disappointing results: 500k Below analysts consensus: 515k Above expectations: 515k Im currently at 508k. Last few weeks will be close"
X Link 2024-12-18T18:49Z [----] followers, [---] engagements
"Bought back 5% of my position at $431. Looks like it wasn't a bad move to hedge myself. $TSLA"
X Link 2024-12-18T21:12Z [----] followers, [---] engagements
"LFG A bit of love from Gordan even if its not $TSLA related its a start. I'm beginning to like @DOGE. This spending bill is a disaster for regular Americans (b/c it creates more inflation). The enemy of my enemy is my friend. I'm beginning to like @DOGE. This spending bill is a disaster for regular Americans (b/c it creates more inflation). The enemy of my enemy is my friend"
X Link 2024-12-18T21:19Z [----] followers, [---] engagements
"@CuriousPejjy Sold about 5-10% of my $TSLA position this week needed cash and thought $470s was a good place to lock in any returns. Bought the dip after Powells speech and will buy anything under $400"
X Link 2024-12-19T19:49Z [----] followers, [---] engagements
"Are you buying $TSLA above $400 Yes No Yes No"
X Link 2024-12-20T12:40Z [----] followers, [---] engagements
"I do think Tesla will deliver less than 515k vehicles this quarter (analyst consensus). $TSLA may drop on this news which would create a nice enough dip"
X Link 2024-12-20T12:43Z [----] followers, [---] engagements
"I really dont understand how people can be disappointed with FSD progress. Ofc when a new version goes wide we find out it still has issues. No software on earth can be perfect everywhere geographically (yet). The most important part is how consistent is it becoming. $TSLA"
X Link 2024-12-20T15:15Z [----] followers, [--] engagements
"$TSLA is at a turning point. I will gladly accept any negative news published as it will provide infinite opportunities to buy at a great price. Overall Tesla is set as a company whether or not its daily valued is another matter but Tesla will continue to improve FSD forever"
X Link 2024-12-20T17:57Z [----] followers, [---] engagements
"What is information is more valuable to you $TSLA Delivery+Production Est. EPS Est. Tesla growth/data charts Price Target Predictions Delivery+Production Est. EPS Est. Tesla growth/data charts Price Target Predictions"
X Link 2024-12-20T18:02Z [----] followers, [--] engagements
"@AndersReiche @grantbelden Bears will argue that its only due to supervision by the driver and that the software is not the reason for the safety. Miles per intervention is the biggest metric needed in order to get bears to flip"
X Link 2024-12-20T20:24Z [----] followers, [--] engagements
"The biggest reason FSD fails is because it goes through every single location as if its the first time its been there. Once FSD is given the ability to remember miles per intervention will crash to near [--]. $TSLA"
X Link 2024-12-21T04:01Z [----] followers, [--] engagements
"@darewecan @Tslachan Im expecting it to come sooner than advertised. Exact announcement of AI5 release would cannibalize sales from loyal consumers"
X Link 2024-12-21T23:26Z [----] followers, [--] engagements
"Expecting AI5 to release sooner than expected. If robotaxis are going great in [----] (which they should be) I can see Tesla advancing the timeline and start to release AI5 to build out a data foundation for V14. $TSLA"
X Link 2024-12-21T23:43Z [----] followers, [---] engagements
"I really dont understand how people expect nationwide unsupervised within the next [--] years. In select locations yes. Absolutely. Unsupervised across the U.S. Im skeptical. $TSLA"
X Link 2024-12-22T20:31Z [----] followers, [--] engagements
"@farzyness We'll see the ramp of that insane change take affect in late [----] early [----]. By the time Cybercab is produced at a 2M per year run rate the U.S. will already be a different country"
X Link 2024-12-23T15:33Z [----] followers, [---] engagements
"China production looking very strong. If China is already producing a few Model Y Junipers (which they should be) it doesnt seem to be slowing down production numbers at all. I expect this to be because of excess capacity at Shanghai. $TSLA $TSLA Tesla China produced [-----] vehicles in November. The figure is the third highest this year. https://t.co/pNMti4bRwL $TSLA Tesla China produced [-----] vehicles in November. The figure is the third highest this year. https://t.co/pNMti4bRwL"
X Link 2024-12-23T15:51Z [----] followers, [---] engagements
"Will be adding my delivery estimates here this time around. Should be fun to participate. Will most likely upload predictions before December is over. $TSLA Tesla deliveries season is almost here we're stoked to introduce TSLA st (https://t.co/ftDqCjlMvl) our TSLA predictor platform built by a small team with a low budget. Spread the word to other TSLA fans for some prediction excitement. Final submissions for Q4 deliveries are Tesla deliveries season is almost here we're stoked to introduce TSLA st (https://t.co/ftDqCjlMvl) our TSLA predictor platform built by a small team with a low budget."
X Link 2024-12-23T15:55Z [----] followers, [---] engagements
"What's funny to me is that in [----] the bears will still be bears but they'll be arguing that Tesla is ONLY worth [---] Trillion. $TSLA"
X Link 2024-12-23T16:23Z [----] followers, [--] engagements
"According to the $TSLA FSD tracker % of drivers with no critical DE is increasing with every major release. FSD 10.x - 83.9% FSD 11.x - 90.7% FSD 12.x - 93.4% FSD 13.x - 95.3% Slowly reaching 100%. Top Cuasations for Disengagement for FSD [--] is Lane issues which should be solved with the addition of more map data in select locations. FSD currently still arrives at every intersections as if its the first time its driven there. Much like a human driver I expect FSD to remember entire areas as a future functionality improvement"
X Link 2024-12-23T16:57Z [----] followers, [---] engagements
"@teslaownersSV One step closer to LLM integration in Tesla vehicles. Can't wait to have insane levels of voice assistance features in the Model Y"
X Link 2024-12-23T17:22Z [----] followers, [--] engagements
"@SawyerMerritt Already seeing the speed in which these updates are coming out. V14 will be here sooner than we think"
X Link 2024-12-23T22:21Z [----] followers, [---] engagements
"@squawksquare I dont think well reach the 515k Tesla guided for unfortunately. Not sure how the market will react to it"
X Link 2024-12-23T22:31Z [----] followers, [----] engagements
"Im bullish on the companys future the stock may do something else though. I think this is a when question. When looking at valuation timing seems very important but valuation aside yes I think these numbers show consistent improvement that Tesla will have a scalable low cost general solution to autonomy. If they cant get it to 99.99% till [----] then so be it but with a bit of map data and focus I think FSD can be robotaxi ready sooner than we think. What do you think"
X Link 2024-12-24T17:15Z [----] followers, [--] engagements
"5 days max until AI3 gets [----] and E2E on highways. Looking forward to it. $TSLA"
X Link 2024-12-26T13:03Z [----] followers, [---] engagements
"@SawyerMerritt I think we will miss this target. Last estimate was 508k but will do one final revision before the end of Dec"
X Link 2024-12-26T19:28Z [----] followers, [----] engagements
"Itll be interesting to see how much FSD revenue $TSLA recognizes this quarter based on V13s new functionalities"
X Link 2024-12-26T23:41Z [----] followers, [---] engagements
"@tunguz @farzyness Legal immigration is the concern. Im fine with immigrants immigrants are usually very hard working and self-sufficient. I myself am an immigrant as well. I would just like them to come legally thats all"
X Link 2024-12-26T23:45Z [----] followers, [---] engagements
"Looking like we might get a sub $400 dip before going anywhere near $500. I expect delivery numbers to serve as a catalyst in either direction. A decline is most likely according to my estimates. $TSLA"
X Link 2024-12-27T15:19Z [----] followers, [---] engagements
"Model Y Juniper will be revealed in the first two weeks of January. Maybe even the first week of January with how many are being produced at a [---] per day run rate in Shanghai. If Tesla doesnt reveal it Im confident well at least see a leak. $TSLA $TSLA Giga Shanghai's New Model Y Daily Production Capacity Approaches [---] One-third Production Capacity New Version. $TSLA Giga Shanghai's New Model Y Daily Production Capacity Approaches [---] One-third Production Capacity New Version"
X Link 2024-12-28T13:43Z [----] followers, [----] engagements
"Me and Gary are pretty close. My last estimate was 508k after revising might be closer to 506k. Either way over 500k but Tesla will have missed their guidance by 1.5%. EPS may suffer due to record incentives. $TSLA I continue to believe yesterdays $TSLA weakness was more a function of the market (TSLA beta is = 2.0x NDX) than anything fundamental. That said TSLA 4Q deliv ests are all over the place (Im at 505K the IR-compiled consensus is 507K and Bloomberg shows 512K). Frankly Im https://t.co/E0B4jE8Z2b I continue to believe yesterdays $TSLA weakness was more a function of the market (TSLA"
X Link 2024-12-28T16:02Z [----] followers, [---] engagements
"If Trump does not do away with the $7500 federal tax credit I expect Tesla production and deliveries to grow minimum 15% next year. Compact + Robotaxis in Texas + Juniper refresh will allow a return to vehicle growth in [----]. $TSLA"
X Link 2024-12-28T16:37Z [----] followers, [---] engagements
"Final $TSLA Delivery and Production Forecast for Q4 [----]. Total Deliveries: [------] (Up 9.89% QoQ/Up 5% YoY) North America: [------] Europe: [-----] China: [------] ROW: [-----] Production: [------] (Down 1.12% QoQ/Down 6.16% YoY) M3/MY: [------] CT/S/X: [-----] Wall street is expecting [------] vehicles delivered this quarter and my estimates imply a 0.37% beat. Unfortunately Tesla guided for slight growth this year implying 515k deliveries which would mean Tesla missed guidance by -1.24%. US and Europe sales were slow this year luckily Tesla has sold a majority of their inventory in the US before [----] which"
X Link 2024-12-29T23:56Z [----] followers, [----] engagements
"@bull2035 Model Y is more popular for a few reasons. The most popular car category sold globally is SUVs and the model Ys cabin and optional 3rd row seat are more family friendly than the M3. I think M3 is better atm but MY is much more practical"
X Link 2024-12-30T12:38Z [----] followers, [--] engagements
"Can definitely see more of the light bar locations. Juniper is looking sick asf. $TSLA Model Y Juniper spotted 👀 $TSLA 🔥🚀 https://t.co/WvWkLhI7kz Model Y Juniper spotted 👀 $TSLA 🔥🚀 https://t.co/WvWkLhI7kz"
X Link 2024-12-30T14:00Z [----] followers, [---] engagements
"Expecting FSD [----] to release for AI3 tonight or tomorrow night. Anything to release the version before Jan 1st to recognize some revenue for Q4. $TSLA"
X Link 2024-12-30T14:15Z [----] followers, [---] engagements
"Dont know how to feel about this. Why so bullish Might be hype over new AI tech but otherwise I dont see things going as well as the market expects. $TSLA Americans are the most bullish on stocks they have ever been: https://t.co/J9qm6GsW0C Americans are the most bullish on stocks they have ever been: https://t.co/J9qm6GsW0C"
X Link 2024-12-30T14:28Z [----] followers, [---] engagements
"Im expecting China insured units to come at over [-----] units this last week of December. Anything lower will be a bad sign as China is the sole reason that Tesla will achieve over 500k in deliveries. $TSLA"
X Link 2024-12-30T14:31Z [----] followers, [---] engagements
"I dont think Tesla will give up production in Fremont in [----]. Assuming lots are empty due to upgrades done on the production line. Would be very interesting to see if they really will leave California. $TSLA BREAKING: FREMONT FACTORY CLOSING PRODUCTION IN [----] $Tsla BREAKING: FREMONT FACTORY CLOSING PRODUCTION IN [----] $Tsla"
X Link 2024-12-30T14:34Z [----] followers, [---] engagements
"FSD V12.6 will release tonight or tomorrow night for AI3. $TSLA"
X Link 2024-12-30T20:17Z [----] followers, [---] engagements
"FSD V13 on the FSD Tracker is going very well so far. Almost 97% no critical DE on a NATIONWIDE standard. No geofence. No Lidar. No bubble. $TSLA"
X Link 2024-12-30T22:31Z [----] followers, [---] engagements
"FSD V13 on the FSD tracker shows that 13/17 of the states recorded have 100% of drives with no critical DE and an aggregated [----] miles driven with [--] critical DEs. Bullish. $TSLA"
X Link 2024-12-30T22:39Z [----] followers, [---] engagements
"Not great results this week. I accounted for at least [-----] insured units. Maybe the U.S. can exceed expectations. $TSLA $TSLA BREAKING: Tesla China insured units Dec [----] 2-8 : [-----] 9-15 : [-----] 16-22 : [-----] 23-29 : [-----] (Don't forget there are [--] days and [--] days) Tesla China has been great this year😍 https://t.co/NuBfhL6Kex $TSLA BREAKING: Tesla China insured units Dec [----] 2-8 : [-----] 9-15 : [-----] 16-22 : [-----] 23-29 : [-----] (Don't forget there are [--] days and [--] days) Tesla China has been great this year😍 https://t.co/NuBfhL6Kex"
X Link 2024-12-31T03:38Z [----] followers, [---] engagements
"@mak1234509 Yes. I accounted for at least [-----] units insured this week. 508k might still be possible if the U.S. exceeds expectations"
X Link 2024-12-31T03:39Z [----] followers, [--] engagements
"Called it. FSD V12.6 releasing before Jan 1st. $TSLA Its been awhile. https://t.co/rPb5zerrd7 Its been awhile. https://t.co/rPb5zerrd7"
X Link 2024-12-31T04:27Z [----] followers, [---] engagements
"@eliasmrtnz1 @CYBRLFT Went out with a buddy to test V13 on his HW4 and immediately felt the difference. Cant wait to see Kazs initial impressions lol. Hopefully AI3 gets V13 in February at the latest"
X Link 2024-12-31T12:33Z [----] followers, [--] engagements
"Importantly we saw high gross-margins for energy in Q3 (50%). Mega packs made in Shanghai will not only double Teslas capacity and ramp up to double Teslas global output but it will also REDUCE COGS. $TSLA BREAKING: Tesla has just officially announced that they have started trial production at their new Shanghai Megapack factory just [--] months after construction began. The new factory successfully passed completion inspection on Dec 27th. Mass production will start in early [----]. https://t.co/3g6LQ3GszR BREAKING: Tesla has just officially announced that they have started trial production at"
X Link 2024-12-31T12:44Z [----] followers, [---] engagements
"@TSLAFanMtl Where you expecting China to insure 18.6k units this week"
X Link 2024-12-31T12:46Z [----] followers, [---] engagements
"Me and Pejjy are less than 1k units apart delivery wise. Seems like the community and WS are in agreement of what we will see on Jan 2nd. $TSLA Here is my final $TSLA Q4 delivery/production #'s: Production: [------] Deliveries: [------] What's yours 🤔 Here is my final $TSLA Q4 delivery/production #'s: Production: [------] Deliveries: [------] What's yours 🤔"
X Link 2024-12-31T13:54Z [----] followers, [---] engagements
"The uber bulls are really showing themselves this time around predicting 525k+ deliveries this quarter. We wont see anything close to that unfortunately. $TSLA"
X Link 2024-12-31T13:56Z [----] followers, [---] engagements
"You can copy my homework but dont make it obvious. $TSLA"
X Link 2024-12-31T15:29Z [----] followers, [---] engagements
"@GuyDealership @WholeMarsBlog I think everyone would like to see Teslas data rather than the crowdsourcing thats done by the Tesla community atm"
X Link 2024-12-31T16:28Z [----] followers, [---] engagements
"I was expecting Juniper release in the next [--] weeks however if customers are already putting orders in then we might see the reveal before Monday. $TSLA China is now [----]. Some people are placing orders to buy the new Model Y. It would be nice if the vehicle was unveiled on January 2nd (Beijing time). It's time for the whole world to be in 2025.(IMO) https://t.co/vqabqlfGoe China is now [----]. Some people are placing orders to buy the new Model Y. It would be nice if the vehicle was unveiled on January 2nd (Beijing time). It's time for the whole world to be in 2025.(IMO) https://t.co/vqabqlfGoe"
X Link 2024-12-31T16:33Z [----] followers, [---] engagements
"Still crazy to me that Optimus was only using neural nets to control balance and had no vision input. $TSLA Tesla is where real-world AI is happening. These runs are on mulched ground where Ive myself slipped before. Whats really crazy here is that for these Optimus is actually blind Keeping its balance without video (yet) only other on-board sensors consumed by a neural net Tesla is where real-world AI is happening. These runs are on mulched ground where Ive myself slipped before. Whats really crazy here is that for these Optimus is actually blind Keeping its balance without video (yet) only"
X Link 2024-12-31T17:52Z [----] followers, [---] engagements
"@grantbelden @a_meta4 You both are a riot. Actually made my day. 😂"
X Link 2024-12-31T18:45Z [----] followers, [--] engagements
"@kkiran @SawyerMerritt It will launch globally roughly around the same time for sure"
X Link 2024-12-31T20:25Z [----] followers, [---] engagements
"@JoeyV1117 Logistic lots in Fremont and Texas are also empty for the past [--] days. Im expecting production to be behind deliveries by about 40-50k units. Tesla needs to launch Juniper ASAP"
X Link 2024-12-31T20:30Z [----] followers, [---] engagements
"@vFad1v Exactly. Logistics lots in Fremont and Texas have been empty for [--] days. All factories are working on upgrades to the line. Im forecasting 40-50k units of production loss. Tesla needs Juniper to launch ASAP"
X Link 2024-12-31T20:51Z [----] followers, [---] engagements
"Lets see how long it takes for Tesla to reach 3B miles driven. $TSLA No road rage no distractions In detail we rolled out . Actually Smart Summon (allowing your Tesla to come to you from anywhere in the parking lot) FSD Supervised V13 (enabling your Tesla to exit the parking spot drive to your destination & park itself) Tesla Vision https://t.co/ARnFMyVIKR No road rage no distractions In detail we rolled out . Actually Smart Summon (allowing your Tesla to come to you from anywhere in the parking lot) FSD Supervised V13 (enabling your Tesla to exit the parking spot drive to your destination &"
X Link 2024-12-31T21:08Z [----] followers, [---] engagements
"If Troy is spot on the market won't appreciate a miss imo. $TSLA Hi everyone. Here are my final Tesla production and delivery estimates for Q4. I'm aiming for less than 3% error. We'll find out the actual numbers on Jan 2nd at 9:00 a.m. Eastern Time. Tesla Delivery Estimates for Q4 2024: My estimate: [------] Analyst consensus: [------] https://t.co/PRWmk5f6xR Hi everyone. Here are my final Tesla production and delivery estimates for Q4. I'm aiming for less than 3% error. We'll find out the actual numbers on Jan 2nd at 9:00 a.m. Eastern Time. Tesla Delivery Estimates for Q4 2024: My estimate:"
X Link 2024-12-31T21:21Z [----] followers, [---] engagements
"I see only [--] LR Model Ys available for pick up today within a [---] mile radius. SR/LR Model Ys are almost out of stock entirely. $TSLA"
X Link 2024-12-31T22:17Z [----] followers, [---] engagements
"@JoeyV1117 Just hard to sell atm. Range anxiety is still a prevalent worry for consumers and the MY Performance ha77 miles of range"
X Link 2024-12-31T23:26Z [----] followers, [--] engagements
"Would have been a huge help in Q4 but better late than never I suppose. $TSLA A very big BREAKING NEWS to now share The Cybertruck now qualifies for the $7500 IRA credit as of today January 1st [----] https://t.co/qW09N2Qxwy https://t.co/LQFpnuFFn2 A very big BREAKING NEWS to now share The Cybertruck now qualifies for the $7500 IRA credit as of today January 1st [----] https://t.co/qW09N2Qxwy https://t.co/LQFpnuFFn2"
X Link 2025-01-01T14:51Z [----] followers, [---] engagements
"In all fairness even as a Tesla bull.wtf were they thinking. Auto margins peaked at 30% in Q1 of [----] Robotaxis wont be operational until Q2 of [----] [--] million deliveries by [----] doesnt seem likely anymore 500B in revenue for [----] would have just been too insane. $TSLA As [----] starts here is a recap of the Tasha Keeney / Cathie Wood / Ark Invest $TSLA model for [----] made in [----]. Average Monte Carlo simulation: almost [---] million deliveries at 40% margin $150 billion robo-taxi revenue $497 billion total revenue $2.93 trillion market cap. https://t.co/LQra7Cb1YP As [----] starts here is a recap"
X Link 2025-01-01T17:14Z [----] followers, [---] engagements
"Europe sales didnt take as big of a hit as many expected. Germany lead the decline in sales. $TSLA The Netherlands reported [----] Tesla sales and 15.9% market share in December. BEV penetration reaches new record of 46.3% and Tesla has 34.4% of this segment. Market share is [---] basis points or 94% above the 3-month trailing average of 8.2% Tesla best-selling brand https://t.co/EfsdDvFCgb The Netherlands reported [----] Tesla sales and 15.9% market share in December. BEV penetration reaches new record of 46.3% and Tesla has 34.4% of this segment. Market share is [---] basis points or 94% above"
X Link 2025-01-01T19:54Z [----] followers, [---] engagements
"Looks like I'm slightly more optimistic than the list below. $TSLA $TSLA's Q4-2024 delivery/production numbers will dropped in less than [--] hours Here are the EST of deliveries for Q4: [------] - @CuriousPejjy [------] - @FutureAZA [------] - @TSLAFanMtl [------] - @garyblack00 [------] - @TeslaLarry [------] - @TroyTeslike [------] - $TSLA's Q4-2024 delivery/production numbers will dropped in less than [--] hours Here are the EST of deliveries for Q4: [------] - @CuriousPejjy [------] - @FutureAZA [------] - @TSLAFanMtl [------] - @garyblack00 [------] - @TeslaLarry [------] - @TroyTeslike [------] -"
X Link 2025-01-01T21:20Z [----] followers, [---] engagements
"May the best estimate win 🏆 $TSLA We received [--] deliveries estimates for Q4 [----]. - 90th percentile: 530k - Median: 509k - 10th percentile: 474k Wall St consensus: 507k Thanks to everyone who joined https://t.co/tT3O6qClps in Q4. You can also submit your earnings estimates for Q4. For those who missed the Q4 https://t.co/LC0u5ogmie We received [--] deliveries estimates for Q4 [----]. - 90th percentile: 530k - Median: 509k - 10th percentile: 474k Wall St consensus: 507k Thanks to everyone who joined https://t.co/tT3O6qClps in Q4. You can also submit your earnings estimates for Q4. For those who"
X Link 2025-01-02T03:39Z [----] followers, [----] engagements
"I think $TSLA will only react positively if delivery results are above the 515k that Tesla guided for. Even if I'm correct I don't think the stock will rise on the news. The stock will fall based on deliveries not being "good enough". Personally I'll be happy with 508k. Final $TSLA Delivery and Production Forecast for Q4 [----]. Total Deliveries: [------] (Up 9.89% QoQ/Up 5% YoY) North America: [------] Europe: [-----] China: [------] ROW: [-----] Production: [------] (Down 1.12% QoQ/Down 6.16% YoY) M3/MY: [------] CT/S/X: [-----] Wall street is https://t.co/6FjzUWkQ3h Final $TSLA Delivery and Production"
X Link 2025-01-02T13:02Z [----] followers, [----] engagements
"U.S sales dragged delivery results into the dirt. [--] Gwh is very solid though. In [----] energy can take a much bigger piece of the revenue pie. $TSLA"
X Link 2025-01-02T14:10Z [----] followers, [---] engagements
"11 GwH deployed not including the new Shanghai factory. [----] will be huge for the energy business. This might be the year analysts will have to pivot a bit off delivery numbers. $TSLA"
X Link 2025-01-02T14:12Z [----] followers, [---] engagements
"Delivery results made one thing very clear. The U.S. market for new Tesla's is very tough. These incentives were absolutely amazing from lifetime supercharging to $10000 inventory discounts. The market just didn't respond well enough. $TSLA"
X Link 2025-01-02T14:18Z [----] followers, [---] engagements
"Really believed that 500k was guaranteed. EPS will take a massive hit this quarter. Record incentives China VS. ROW vehicle distribution and lower production. Tesla's energy business is not big enough to offset these numbers. $TSLA"
X Link 2025-01-02T14:21Z [----] followers, [---] engagements
"$TSLA in [----] relies on: - Tesla energy ramp - Juniper launch and production ramp - Compact launch and production ramp - FSD reaching "superhuman" levels by Q2 [----] - Robotaxi in a select district or two"
X Link 2025-01-02T14:24Z [----] followers, [---] engagements
"Congrats Troy another solid estimate. $TSLA Tesla just released their Q4 [----] production and delivery numbers. My error rate was 0.3% for production and 1.1% for deliveries which is well within my goal of staying under 3% so Im happy with that. I had good data for Cybertruck production but not much for Cybertruck https://t.co/kmVQNmy0z1 Tesla just released their Q4 [----] production and delivery numbers. My error rate was 0.3% for production and 1.1% for deliveries which is well within my goal of staying under 3% so Im happy with that. I had good data for Cybertruck production but not much for"
X Link 2025-01-02T14:25Z [----] followers, [---] engagements
"@squawksquare Eyes will shift to Energy Compact car ramp up and FSD progress for [----]. U.S sales are too tough atm"
X Link 2025-01-02T14:28Z [----] followers, [----] engagements
"I wonder at what point the "car" company narrative while change. I'm assuming it'll be when another side of the business generates more revenue than the car business. Exciting. $TSLA Tesla Energy on 🔥 and Shanghai factory about to add to this. See how Q4 is often the strongest quarter of the year. https://t.co/g5I5DHUTrV Tesla Energy on 🔥 and Shanghai factory about to add to this. See how Q4 is often the strongest quarter of the year. https://t.co/g5I5DHUTrV"
X Link 2025-01-02T14:53Z [----] followers, [---] engagements
"Don't really understand why Tesla's lease rates are so low compared to the industry standard of around 20-30%. With how Tesla's operate leasing a Tesla ensures you can get the latest car without committing and be left behind temporarily like HW3. Very cheap to lease a M3. $TSLA"
X Link 2025-01-02T15:09Z [----] followers, [---] engagements
"@grantbelden CT price needs to scale down for it have a meaningful TAM. By a lot"
X Link 2025-01-02T15:28Z [----] followers, [---] engagements
"I'm disappointed in these delivery numbers. Not because of revenue not because of stock price and not because of profit. I'm disappointed because the products are genuinely amazing and yet with these amazing incentives its not enough to push the needle past expectations. $TSLA"
X Link 2025-01-02T15:38Z [----] followers, [---] engagements
"@grantbelden Rightfully so I think peak margins were too inflated. MY price + multi-month long wait times + FSD at 15k was not sustainable"
X Link 2025-01-02T15:40Z [----] followers, [--] engagements
"I'm satisfied with top [--]. EPS estimates will be different. $TSLA The first ever TSLA st quarterly rankings are out https://t.co/UW4IXSpgTc Congrats to @simon_sl for almost nailing it to the dot TOP [--] of Q4 [----] [--]. @simon_sl 494k (0.3%) [--]. @TMSP85 492k (0.7%) [--]. @mfeng77 500k (0.9%) [--]. @TeslaStars 501k (1.0%) [--]. @vFad1v 504k (1.6%) [--]. https://t.co/nGa3PbCeyu The first ever TSLA st quarterly rankings are out https://t.co/UW4IXSpgTc Congrats to @simon_sl for almost nailing it to the dot TOP [--] of Q4 [----] [--]. @simon_sl 494k (0.3%) [--]. @TMSP85 492k (0.7%) [--]. @mfeng77 500k (0.9%) [--]. @TeslaStars"
X Link 2025-01-02T15:57Z [----] followers, [---] engagements
"Lets look back at what the Tesla Model [--] was SUPPOSED to be VS. what we have today. [--] years ago during the Model [--] unveiling Elon promised the model [--] would be: - $35000 ✅ - 0-60 MPH in lass than [--] seconds ✅ - [---] Miles of Range (People clapped for this) ✅ - Autopilot Hardware ✅ - Fits [--] Adults Comfortably ✅ - Supercharging Capabilities ✅ The Tesla team has OVERDELIVERED on the Model [--]. $TSLA"
X Link 2025-01-02T16:45Z [----] followers, [---] engagements
"Jeez Fred. Maybe dial it back a bit. $TSLA"
X Link 2025-01-02T16:48Z [----] followers, [--] engagements
"Don't know if its just the $TSLA community but it looks like the majority of the participants are not fazed by the Q4 delivery results. Good. Long term outlook is not changed market is down on short term execution risk. Will $TSLA ever see $480 again in [----] If so when Will $TSLA ever see $480 again in [----] If so when"
X Link 2025-01-02T17:18Z [----] followers, [---] engagements
"Badass. Get it right back on the road. $TSLA @BillyM2k The battery pack never even caught fire and the tires are still inflated Once we get this Cybertruck back to Tesla well buff out the scratches and get it back on the road. @BillyM2k The battery pack never even caught fire and the tires are still inflated Once we get this Cybertruck back to Tesla well buff out the scratches and get it back on the road"
X Link 2025-01-02T21:40Z [----] followers, [---] engagements
"@grantbelden @thejefflutz Noted. Ideally it becomes larger than auto relatively soon. I'm expecting the new Shanghai factory to account for at least 50% of global megapack production. Obviously at better margins. We'll see"
X Link 2025-01-02T23:17Z [----] followers, [--] engagements
"With all due respect there is a 0% chance Tesla commercially sells and delivers [--] Optimus in [----]. No financial models should include Optimus as a cash producing asset for [----]. $TSLA"
X Link 2025-01-03T12:30Z [----] followers, [---] engagements
"@TSLAFanMtl Fremont and Texas logistic lots have been pretty empty for a few days. I thought Tesla would be close to revealing the new Model Y in order to limit how much time these lots remain empty. Launch in February seems much further than ideal no"
X Link 2025-01-03T12:46Z [----] followers, [---] engagements
"Tesla is in a tough spot. Execution risk is very high. Inventory levels for Model Y are low meaning that Tesla will have to find a way to produce the old Model Y while ramping Juniper prior to the reveal. The production lines can only produce one of the models at a time. $TSLA"
X Link 2025-01-03T13:54Z [----] followers, [---] engagements
"Im 100% confident that Juniper will not look this bad. $TSLA This is the spy photo of the facelifted Model Y with the least noticeable Photoshop traces Ive ever seen. https://t.co/odGOzcaj2S This is the spy photo of the facelifted Model Y with the least noticeable Photoshop traces Ive ever seen. https://t.co/odGOzcaj2S"
X Link 2025-01-03T15:35Z [----] followers, [---] engagements
"This would be a travesty. Needs the light bar to be more aggressive at least. Im confident Juniper will look much better than this. $TSLA"
X Link 2025-01-03T16:09Z [----] followers, [---] engagements
"@robotaxiking Why Because TSLA gave amazing returns from 2019-present I ask because my assumption is we might not get that same level of return this time around. Still good returns but nothing that would make me regret diversifying into rental properties"
X Link 2025-01-05T17:40Z [----] followers, [--] engagements
"If it wasnt for Germany sales being down 30% YoY and the U.S. market being so tough Tesla would have had positive YoY growth. China and ROW sales went well in [----]. $TSLA The UK reported [----] Tesla sales and 6.1% market share in December. BEV penetration reaches new record of 31% and Tesla has 19.8% of this segment. Market share is [---] basis points or 187% above the 3-month trailing average of 2.1% Tesla second best-selling brand https://t.co/vQ99udng2l The UK reported [----] Tesla sales and 6.1% market share in December. BEV penetration reaches new record of 31% and Tesla has 19.8% of this"
X Link 2025-01-06T13:36Z [----] followers, [---] engagements
"This is interesting by $NVDA Jensen. Didnt include Optimus in the leadership position. I wonder where he thinks Optimus is at $TSLA"
X Link 2025-01-07T17:13Z [----] followers, [---] engagements
"@teslayoda I thought Robotaxi would be operational in Cali/Texas locations in Q2 of [----] Or am I mixing up my timelines"
X Link 2025-01-07T20:26Z [----] followers, [--] engagements
"How long do you think it will take until the vast majority of the world is comfortable with being driven by a self-driving vehicle Ive met too many people who claim theyll never trust a computer to drive them. $TSLA $NVDA 1-3 years from now 3-5 years from now 10-20 years from now 5-10 years from now 1-3 years from now 3-5 years from now 10-20 years from now 5-10 years from now"
X Link 2025-01-08T15:12Z [----] followers, [---] engagements
"With deliveries expected in March Juniper will be produced throughout February instead of the old Model Y. This will put a lot of pressure on the production numbers for Q1 [----]. March is less than ideal as the reduction in deliveries might push down YoY delivery numbers. $TSLA The worlds best-selling vehicle just got even better. EV consumers will like the more tailored look and interior improvements of the refreshed $TSLA Model Y and IMO it will sell very well. As summarized by Electrek: The front-end includes a Cybercab light bar rather than https://t.co/OkCyuVOIYJ The worlds best-selling"
X Link 2025-01-10T12:47Z [----] followers, [---] engagements
"@bull2035 If they can transition as well as Shanghai did for the M3 highland then we are good. If they transition as bad as Fremont did for the M3 highland then we are in a bad spot"
X Link 2025-01-10T13:14Z [----] followers, [--] engagements
"@tahreem57 Im expecting internal AI5 trials by end of this year and production mid-2026. I think end of [----] will be the perfect time to buy a Juniper will all the crazy incentives and AI5"
X Link 2025-01-10T13:40Z [----] followers, [--] engagements
"We will be lucky to get [--] rate cut this year. $TSLA Dec non-farm payrolls of +256K was much stronger than exp (+165K exp) although avg hourly earnings came in at +0.3% MoM same as expected. 10yrTY 4.77% +8.8bp. SPX -1.0% NDX -1.2% pre-mkt. Rise in 10yrTY will punish long duration (high P/E) equities most. $TSLA -1.1% Dec non-farm payrolls of +256K was much stronger than exp (+165K exp) although avg hourly earnings came in at +0.3% MoM same as expected. 10yrTY 4.77% +8.8bp. SPX -1.0% NDX -1.2% pre-mkt. Rise in 10yrTY will punish long duration (high P/E) equities most. $TSLA -1.1%"
X Link 2025-01-10T13:47Z [----] followers, [---] engagements
"@grantbelden Jeff Bezos sucks too but very very few people actually dont buy from Amazon just because of their dislike for him. I think in general many people dont boycott companies especially if its an inconvenience"
X Link 2025-01-10T15:21Z [----] followers, [--] engagements
"@grantbelden These are all fair points but this is so far just about cars. Even if you were to mention Tesla powerwall something not as popular people will feel the need to through shade at Elon or the company. Nothing to do with the product. Ive never seen an image have this much pushback"
X Link 2025-01-10T15:33Z [----] followers, [--] engagements
"Today we will get PPI and PCE data. Tomorrow we get CPI. Last time these numbers came worse than expected suggesting inflation is stickier than anticipated. If we get a non-positive read on any numbers today/tomorrow I'd expect this rally to crash. $TSLA"
X Link 2025-01-14T11:59Z [----] followers, [---] engagements
"Elon should not buy TikTok. $META is already under pressure and being accused of holding monopolistic power in the U.S. social networking market. This will just be another case of the same issue. Its unnecessary noise. $TSLA"
X Link 2025-01-14T12:45Z [----] followers, [---] engagements
"@squawksquare He also didnt deny the PoE rumors and those turned out to be true lmao"
X Link 2025-01-14T12:52Z [----] followers, [---] engagements
"This is fucking sick. Id love to see the RoboVan do this sometime in the next [--] years. $TSLA Self-driving bus in China. The Future is here. https://t.co/S3s7S1ycel Self-driving bus in China. The Future is here. https://t.co/S3s7S1ycel"
X Link 2025-01-14T13:01Z [----] followers, [---] engagements
"Its worth highlighting that $TSLA market share GREW in Norway in [----]. Norway is the country with the highest EV adoption rate and Tesla is doing very well in this market. Cherry on top for all EVs is that Norway is cold as fuck and the cars fit their lifestyle. Tesla market share change from [----] to [----]. Hong Kong 24.8% 24.7% 🔴 Norway 16.6% 18.4% 🟢 Ireland 9.8% 11.1% 🟢 Denmark 12.0% 8.9% 🔴 Sweden 6.4% 7.9% 🟢 Netherlands 5.5% 7.6% 🟢 Iceland 20.3% 6.4% 🔴 Singapore 3.5% 5.3% 🟢 https://t.co/LZEgMukPu5 Tesla market share change from [----] to [----]. Hong Kong 24.8% 24.7% 🔴 Norway 16.6%"
X Link 2025-01-14T13:12Z [----] followers, [---] engagements
"PPI is MUCH better than expected. $TSLA 🚀🚀 Today we will get PPI and PCE data. Tomorrow we get CPI. Last time these numbers came worse than expected suggesting inflation is stickier than anticipated. If we get a non-positive read on any numbers today/tomorrow I'd expect this rally to crash. $TSLA Today we will get PPI and PCE data. Tomorrow we get CPI. Last time these numbers came worse than expected suggesting inflation is stickier than anticipated. If we get a non-positive read on any numbers today/tomorrow I'd expect this rally to crash. $TSLA"
X Link 2025-01-14T13:44Z [----] followers, [---] engagements
"@garyblack00 Juniper and Compact need a perfect ramp up to deliver on YoY vehicle growth. A slow ramp will be detrimental for forward PE and revenue growth"
X Link 2025-01-14T13:50Z [----] followers, [---] engagements
"Will keep an eye on production this quarter. $TSLA 🚨JUNIPER GETS GERMAN: The first Model Y "Juniper" unit has rolled off of production lines at Gigafactory Berlin and will be signed by employees at the plant The Juniper Era is Here via @EFIEBER_ANDRE https://t.co/SeUXCXBQgR 🚨JUNIPER GETS GERMAN: The first Model Y "Juniper" unit has rolled off of production lines at Gigafactory Berlin and will be signed by employees at the plant The Juniper Era is Here via @EFIEBER_ANDRE https://t.co/SeUXCXBQgR"
X Link 2025-01-14T16:08Z [----] followers, [---] engagements
"@teslascope Does it look like a wide release or a small wave"
X Link 2025-01-15T00:54Z [----] followers, [---] engagements
"Is Grok better than GPT"
X Link 2025-01-15T17:06Z [----] followers, [--] engagements
"In Q4 Tesla announced 0% financing for Model [--] and Model Y in the U.S without purchasing FSD. I'm expecting this to drop automotive revenue by around 10%. This loss might be offset depending on COGS and energy profit margins. $TSLA"
X Link 2025-01-15T22:40Z [----] followers, [---] engagements
"Im not expecting good Q1 delivery numbers. Juniper will not positively impact Q1 deliveries in the U.S and once a compact car is revealed it wont go into production for a few months AT BEST. Expecting Tesla energy to offset auto losses = flat revenue growth this year. $TSLA"
X Link 2025-01-16T11:58Z [----] followers, [---] engagements
"@TroyTeslike By roughly how much do you expect the release of FSD in China to boost sales FSD is Teslas main competitive advantage Teslas holding up very well in China without it imo"
X Link 2025-01-16T13:07Z [----] followers, [---] engagements
"@TroyTeslike By roughly how much do you expect the release of FSD in China to boost sales FSD is Teslas main competitive advantage Teslas holding up very well in China without it imo"
X Link 2025-01-16T13:29Z [----] followers, [----] engagements
"@Factschaser @TroyTeslike Id like to know if this software is able to run on every Huawei vehicle purchased by a consumer today if its geo fenced and what their miles per intervention is at a global scale if you have those stats"
X Link 2025-01-16T16:33Z [----] followers, [--] engagements
"Interestingly enough I dont see repeated winners of these tests. I think this is the first time the Polestar [--] wins. Tesla Model Y LR won [--] years ago Tesla Model S won in the summer in June [----] Model [--] fell short in Feb [----] and lost to the HiPhi Z sedan. Now the Polestar won. Seems like these winners are too inconsistent"
X Link 2025-01-16T16:38Z [----] followers, [---] engagements
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