#  @garyblack00 Gary Black Gary Black posts on X about $tsla, elon musk, tesla, $twtr the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1161703589942878208/interactions)  - [--] Week [-------] -62% - [--] Month [---------] +77% - [--] Months [----------] -58% - [--] Year [----------] -45% ### Mentions: [--] [#](/creator/twitter::1161703589942878208/posts_active)  - [--] Week [--] -23% - [--] Month [---] +28% - [--] Months [---] -9% - [--] Year [-----] -40% ### Followers: [-------] [#](/creator/twitter::1161703589942878208/followers)  - [--] Week [-------] +0.19% - [--] Month [-------] +1.10% - [--] Months [-------] +6% - [--] Year [-------] +15% ### CreatorRank: [-------] [#](/creator/twitter::1161703589942878208/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 80.68% [automotive brands](/list/automotive-brands) 59.66% [celebrities](/list/celebrities) 30.68% [finance](/list/finance) 28.98% [technology brands](/list/technology-brands) 26.14% [social networks](/list/social-networks) 5.68% [countries](/list/countries) 4.55% [cryptocurrencies](/list/cryptocurrencies) 3.41% [musicians](/list/musicians) 0.57% [products](/list/products) 0.57% **Social topic influence** [$tsla](/topic/$tsla) #359, [elon musk](/topic/elon-musk) 25.57%, [tesla](/topic/tesla) #1862, [$twtr](/topic/$twtr) 8.52%, [$goog](/topic/$goog) #153, [investment](/topic/investment) 6.25%, [strong](/topic/strong) 5.68%, [business](/topic/business) 5.68%, [$uber](/topic/$uber) #1458, [twitter](/topic/twitter) 5.11% **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@martinviecha](/creator/undefined) [@bizoptimizer](/creator/undefined) [@randywkirk1](/creator/undefined) [@thejefflutz](/creator/undefined) [@ak6146x](/creator/undefined) [@teslarati](/creator/undefined) [@ghostman709](/creator/undefined) [@theteslabull](/creator/undefined) [@android_actions](/creator/undefined) [@lucianonocente](/creator/undefined) [@diunn28](/creator/undefined) [@itsapotsickedu1](/creator/undefined) [@matthewdr](/creator/undefined) [@zacharykaplan6](/creator/undefined) [@assetinvestorr](/creator/undefined) [@republicdi1776](/creator/undefined) [@topgunfp](/creator/undefined) [@dkhos](/creator/undefined) [@justloo29511234](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [Twitter Inc (TWTR)](/topic/$twtr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Pony AI Inc. (PONY)](/topic/$pony) [NVIDIA Corp. (NVDA)](/topic/$nvda) [WeRide Inc. (WRD)](/topic/$wrd) [Bitcoin (BTC)](/topic/bitcoin) [Novo-Nordisk (NVO)](/topic/$nvo) [PepsiCo, Inc. (PEP)](/topic/$pep) [Hims & Hers Health, Inc. (HIMS)](/topic/hims-hers) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [GM (GM)](/topic/$gm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Strategy (MSTR)](/topic/$mstr) [Spotify Technology (SPOT)](/topic/$spot) ### Top Social Posts Top posts by engagements in the last [--] hours "$HIMS -13% and $NVO (the maker of the Wegovy oral GLP-1 pill) +5% post-market after the U.S. FDA announced its intent to take action to restrict GLP-1 active ingredients in non-FDA-approved compounded drugs that are being mass-marketed by companies - including Hims & Hers (HIMS) and other compounding pharmacies - as alternatives to FDA-approved drugs. These actions are aimed to safeguard consumers from drugs for which the FDA cannot verify quality safety or efficacy the FDA said. The FDA is also taking steps to combat misleading direct-to-consumer advertising and marketing following warning" [X Link](https://x.com/garyblack00/status/2019914115725013069) 2026-02-06T23:20Z 558.2K followers, 24.3K engagements "Some basic lessons for new investors to live by: 1/ Ignore the crowd. You make money by going against the consensus. 2/ Always pick stocks where you feel you have a research edge. 3/ You rarely go wrong investing in the company with the best product. 4/ Dont listen to management. They are paid to be bullish. 5/ Study competitors suppliers and customer behavior. Be a product junkie. 6/ Have in your mind what you think a stock is worth which is different from price. 7/ Be able to articulate in one sentence why you own a stock. 8/ Develop specific downside scenarios that would cause you to sell" [X Link](https://x.com/garyblack00/status/2016172784741650546) 2026-01-27T15:33Z 558.2K followers, 54.8K engagements "I see a buying opportunity in big tech names that have been hammered because of outsized [----] capex forecasts. Here are some charts from todays FT showing whats happened. I see a buying opportunity because: 1/ Now is the beginning of the year and capex budgets always start high and then shrink as the year progresses as companies decide they dont need all that investment; 2/ Unlike normal operating costs Capex gets amortized normally over [--] years and so the expenditure doesnt hit the P&L all at once. Most of the companies shown packaged their FY26 capex forecasts with FY26 profit forecasts so" [X Link](https://x.com/garyblack00/status/2019811315871547490) 2026-02-06T16:31Z 558.2K followers, 40.9K engagements "$RIVN (not owned) +15% post-mkt after reporting lower than exp 4Q loss and guiding to higher than exp FY26 delivs. RIVNs lower-priced R2 midsized SUV will start shipping in 2Q as planned. 4Q results: - Revs $1.29B vs $1.26B est - Adj EBiTDA -$465M vs -$568M - Adj loss -$.54 vs -$.69 exp FY26 guidance: - Delivs 62K-67K vs 63.4K exp - Adj EBITDA -$1.8B to -$2.1B vs -$1.8B est R2 lower-priced midsize EV still set to go on sale in 2Q. https://twitter.com/i/web/status/2022062804375671198 https://twitter.com/i/web/status/2022062804375671198" [X Link](https://x.com/garyblack00/status/2022062804375671198) 2026-02-12T21:38Z 558.2K followers, 23.2K engagements "For those who believe great products just sell themselves through word-of-mouth here is the famous Google Parisian Love search ad that ran in the [----] Super Bowl. In January [----] Google's search market share in the U.S. was 65% according to comScore's monthly rankings. $GOOGL US search share in early [----] is 85%. $TSLA https://youtu.be/0j1uKsvlu24si=gjkxLlVxKETyg_1E https://youtu.be/0j1uKsvlu24si=gjkxLlVxKETyg_1E" [X Link](https://x.com/garyblack00/status/2021155104678686936) 2026-02-10T09:31Z 558.2K followers, 39.3K engagements "In todays pre-mkt summary for Subscribers: Stocks slipped modestly ahead of todays delayed January non-farm payrolls report which Trump officials have talked down citing tougher immigration policies and AI-driven productivity gains as reasons for continued sub-100K job growth; 10yr Treasury yields eased and precious metals rose while Bitcoin continued to fall (-47% from Oct [----] peak). We remain bullish on equities making new highs as cooling job growth and inflation raise odds of quicker Fed rate cuts; money markets price in two Fed rate cuts by year-end while [----] S&P [---] EPS growth of +12%" [X Link](https://x.com/garyblack00/status/2021537028291154098) 2026-02-11T10:49Z 558.2K followers, 11.7K engagements "$SHOP the e-commerce platform for online and retail businesses +11% pre-mkt on stronger than expected holiday sales and 1Q rev guidance above expectations. 4Q EPS missed and 1Q FCF margin guidance was below consensus. 4Q actual: - Revs $3.67B +31% y/y vs $3.59B est - GMV $123.8B +31% y/y vs $120.8B est - Monthly recur rev $205M vs $201.2M est - Oper inc $631M +36% y/y vs $577M est - Adj EPS $.48 vs $.51 exp 1Q guidance: - Expects revs to grow at a low-thirties percentage rate vs +25% expected - Expects FCF margin in the low-to-mid teens below 16.6% est and 15.4% last year" [X Link](https://x.com/garyblack00/status/2021572973786759564) 2026-02-11T13:12Z 558.2K followers, [----] engagements "$DKNG -15% post-mkt after its FY26 Rev forecast fell short of ests even with continued expected deployment of its new Predictions app that competes with Kalshi and Polymarket predictions products. FY26 guidance: - Revs $6.5B - $6.9B vs $7.32B est - Adj EBITDA $700M-$900M vs $998M est 4Q Results: - Rev $1.99B vs $1.98B est - Adj EBITDA $343.2M vs $271M est - EPS $.25 vs $.18 est - Monthly Unique Players 4.8M vs 5.43M est To date DKNG Predictions has launched in [--] states incl CA FL and TX where traditional sports betting isnt legal. SEC Chair Paul Atkins has called prediction markets a huge" [X Link](https://x.com/garyblack00/status/2022081413009322234) 2026-02-12T22:52Z 558.2K followers, 11.5K engagements "In todays pre-mkt summary for Subscribers: Stocks fluctuated as the recent AI-driven selloff lost steam while traders awaited todays Jan CPI data; 10yr Treasury yields rose and precious metals and bitcoin rebounded; Detroits Big Three have announced over $50B in combined EV write-downs while scaling back future EV investments amid a 30% drop in 4Q U.S. EV sales following the Sept [--] expiration of the $7500 federal EV tax credit. We remain bullish on equities extending their run to new highs as cooling inflation and slowing employment growth raise odds of quicker Fed rate cuts with money" [X Link](https://x.com/garyblack00/status/2022264845844758599) 2026-02-13T11:01Z 558.2K followers, 14.9K engagements "Getting asked by a few followers today. Posted on Subscribers early this morning. Yesterday we sold the remainder of our $TSLA position at $358/share. This is the first time since [----] we have not owned TSLA. As in late-November which is the last time we reduced our TSLA position after TSLAs post election run-up we believe TSLAs valuation has become disconnected from underlying fundamentals. Our main concern is that TSLA now sells at a [----] P/E of 188x as earnings estimates continue to fall (-5% in the past week -40% YTD) driven by weak YTD deliveries including weak April results. We expect" [X Link](https://x.com/garyblack00/status/1927776666308296955) 2025-05-28T17:19Z 557.8K followers, 638.3K engagements "$TSLA +6% pre-mkt to $420 after Elon Musk bought $1B in TSLA shares on Friday per a Form [--] filing putting the stock on track to erase its year-to-date decline. Elon bought approximately 2.57M shares. Per Grok this marks Elons first open-market buy in TSLA shares since February [----] signaling confidence in Tesla's future amid a November shareholder vote on Elons proposed $1 trillion compensation package. All we can say is WOW. https://www.sec.gov/Archives/edgar/data/1318605/000110465925089693/xslF345X05/tm2526050-1_4seq1.xml" [X Link](https://x.com/garyblack00/status/1967549326244155899) 2025-09-15T11:21Z 557.9K followers, 241K engagements "One cant compare legacy auto players $F $GM and $STLA to specialized AI players $GOOG $BIDU and $PONY who are already completing [------] paid robotaxi rides per week. Its apples vs oranges" [X Link](https://x.com/garyblack00/status/2000691902966812735) 2025-12-15T22:18Z 557.5K followers, 19.9K engagements "Everyone scoffed when I suggested a few years ago that others would solve for unsupervised autonomy around the same time as TSLA but with five competitors already completing 750K paid unsupervised autonomous ride-hailing trips per week and a half-dozen OEMs likely to launch L4 autonomous driving options as part of their own EV offerings using $NVDA chips and software stack in [----] investors are starting to understand that unsupervised autonomy is about to become table stakes for every automobile manufacturer and $TSLA will not be the only one who solves for it. With $UBER (+9.6% this week)" [X Link](https://x.com/garyblack00/status/2008960649066602822) 2026-01-07T17:55Z 557.3K followers, 95.5K engagements "If $TSLA has such an insurmountable moat why are there five unsupervised autonomous ride hailing platforms already completing 750K paid robotaxi rides per week ( $GOOG $BIDU $PONY $WRD $AMZN) and $NVDA about to democratize unsupervised autonomy for several others while $TSLA is still struggling to complete its first paid robotaxi ride without a safety monitor TSLA bulls love the story but keep ignoring the reality. https://twitter.com/i/web/status/2010316411340562647 https://twitter.com/i/web/status/2010316411340562647" [X Link](https://x.com/garyblack00/status/2010316411340562647) 2026-01-11T11:42Z 558.2K followers, 16.5K engagements "$TSLA (+3.7%): Ive long maintained that removal of safety monitors in Austin robotaxis is a key positive catalyst since it signals imminent scale up of unsupervised autonomy elsewhere. Caveat: Others will get there too - $GOOG $BIDU $WRD $PONY $AMZN already completing 750K paid unsupervised autonomous rides per week without safety monitors. Robotaxi rides without any safety monitors are now publicly available in Austin. Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors and the ratio will increase over time. Robotaxi rides without any" [X Link](https://x.com/garyblack00/status/2014401733254951242) 2026-01-22T18:16Z 558.2K followers, 81.2K engagements "Unlike $TSLA bears weve always believed TSLA would solve for unsupervised autonomy and at some point remove safety monitors from its robotaxis (see my 12/24 post below). That day is here with todays announcement that TSLA has started to remove safety monitors in its robotaxis in Austin. Our issue has long been TSLAs valuation - and specifically how does TSLA trade at a [----] P/E of 200x+ when five other EV manufacturers ( $GOOG $BIDU $PONY $WRD $AMZN) are already completing 750K paid robotaxi rides per week without safety monitors and $NVDA - no slouch - is launching its own unsupervised" [X Link](https://x.com/garyblack00/status/2014409986244296849) 2026-01-22T18:49Z 558.2K followers, 12.1K engagements "@MatthewDR $TSLA currently has [---] robotaxis in operation. Waymo has [----]. has [----]. $BIDU has [----]. WeRide has [----]. All are operating L4 unsupervised autonomous ride hailing platforms. http://Pony.ai http://Pony.ai" [X Link](https://x.com/garyblack00/status/2014802557428711443) 2026-01-23T20:48Z 558.2K followers, [----] engagements "The Fed voted 10-2 to leave interest rates unchanged and offered little clarity on when the decline in int rates will resume. The Fed pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments. Governors Christopher Waller and Stephen Miran dissented in favor of a 0.25% reduction. Policymakers described the pace of growth as solid and said job gains have remained low and the unemployment rate has shown some signs of stabilization dropping language pointing to increased downside risks to employment. Here is how todays Fed statement" [X Link](https://x.com/garyblack00/status/2016590607842463963) 2026-01-28T19:14Z 557.2K followers, 15K engagements "@zacharykaplan6 No they dont need additional equity with $44.0B cash and positive free cash flow" [X Link](https://x.com/garyblack00/status/2016639164188422629) 2026-01-28T22:26Z 557.2K followers, 11.1K engagements "$TSLA +3.4% after beating WS adj eps ests ($.50 vs $.44 est) on much better than expected EV profits. Auto gross profits were $3613M vs $2761M est. Auto gross margin ex-reg credits 17.9% vs 14.3% est. Energy revs +25% YoY vs +23% YoY exp. TSLA delivered $.50 adj eps without pushing any accounting levers. TSLA quality of earnings was excellent with R&D spend +40% YoY (vs +24% exp). SGA +26% YoY (vs +12% YoY exp). Tax rate 27.5% (vs 22% exp) and a -$592M other expense charge. ZEV credits came in higher than expected ($542M vs $329M exp). Adj EBITDA was $4.2B vs $3.5B exp. FCF was $1.4B and TSLA" [X Link](https://x.com/garyblack00/status/2016647360005222412) 2026-01-28T22:59Z 558.2K followers, 38.7K engagements "All things considered I expect $TSLA to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative as is discontinuation of TSLAs profitable S/X models but favorable comments about robotaxi scaling Optimus timing and strong 4Q EV auto gross margins should carry the day. https://twitter.com/i/web/status/2016668557778587769 https://twitter.com/i/web/status/2016668557778587769" [X Link](https://x.com/garyblack00/status/2016668557778587769) 2026-01-29T00:23Z 557.2K followers, 76.3K engagements "Attached are Mag [--] stocks ranked by market cap and showing 1-year performance [----] CY P/Es and forward EPS growth. $GOOG was the best performer over the past year (+72%) followed by $AVGO (+61.5%) while $MSFT was the worst-performing (-4%). $META continues to look cheapest on [----] CY P/E (22.2x) and also on forward P/E/G (1.3x). $TSLA is the most expensive of the Mag [--] on [----] CY P/E (200x) but also offers the most forward growth (+43% [----] forward P/E/G of 4.7x). The S&P [---] trades at a CY [----] P/E of 22.4x (4.46% earnings yield) vs a current 10-year treasury yield of 4.23% (+23bp premium vs" [X Link](https://x.com/garyblack00/status/2016978179517296923) 2026-01-29T20:54Z 557.3K followers, 39.2K engagements "Stocks fell and bond yields rose as President Trump prepared to nominate Kevin Warsh as the next Federal Reserve chair a choice viewed as more hawkish than other contenders. The pick goes against Trumps push for the Fed to lower int rates given Warshs past hawkish position on monetary policy and inflation. Warsh's nomination may face a complicated path to confirmation in the US Senate with Senator Thom Tillis vowing to block any of Trump's Fed nominees until an investigation into the central bank's renovation is resolved. Trump is expected to announce his choice for Fed chair on Friday" [X Link](https://x.com/garyblack00/status/2017154306160415116) 2026-01-30T08:33Z 557.5K followers, 27.5K engagements "Trump Picks a Reinvented Kevin Warsh to Lead the Federal Reserve (Bloomberg) -- Stock futures fell with Treasuries after President Trump nominated Kevin Warsh as the next Federal Reserve chair a pick investors view as less supportive of deep interest-rate cuts. The dollar advanced and gold was 5% lower as Trump made his announcement on Truth Social. The moves suggest traders are dialing back bets on policy easing under Warsh who as a policymaker from [----] to [----] often emphasized inflation risks even as others focused on supporting growth and jobs during the financial crisis. Tighter monetary" [X Link](https://x.com/garyblack00/status/2017210528540627191) 2026-01-30T12:17Z 557.3K followers, 11.7K engagements "Jeff - Respectfully investors do not think of $TSLA as just a car company. The proof in the pudding is that TSLA trades at a [----] P/E of 210x vs $GM at 6.9x and $F at 8.9x. The anticipated dilution is why TSLA investors did not support the non-binding proposal for a potential investment in xAI at the [----] annual meeting. Vote results were: - For: [----------] shares - Against: [---------] shares - Abstained: Approx [---] million shares More shares voted in favor than against but the proposal did not pass since Tesla's bylaws treat abstentions as votes against for approval purposes. Tesla noted the" [X Link](https://x.com/garyblack00/status/2017322709466874227) 2026-01-30T19:43Z 557.4K followers, [---] engagements "Gold fell -9% and silver crashed -26% today after Trump nominated Kevin Warsh a longtime inflation hawk as the new Fed Chair today. I have to think through the implications of this but what melts up (gold +75% over the past year silver +170% on fears of monetary debasement) can just as easily melt down. https://twitter.com/i/web/status/2017384947611537794 https://twitter.com/i/web/status/2017384947611537794" [X Link](https://x.com/garyblack00/status/2017384947611537794) 2026-01-30T23:50Z 557.4K followers, 50.3K engagements "The Fed held rates steady on Wednesday but President Trumps curious pick of Kevin Warsh as the next Fed Chair shifted the narrative about future monetary policy to a more hawkish path. In the FOMC two dissenting votes in favor of a rate cut suggested a process of ongoing internal debate but the message conveyed by outgoing Fed Chair Powell was one of order discipline and patience. Economists dont suddenly change their stripes and if new Fed Chair Warsh winds up being as hawkish as his past record indicates long rates will likely move higher as the Fed prioritizes controlling inflation over" [X Link](https://x.com/garyblack00/status/2017677716997193762) 2026-01-31T19:13Z 557.4K followers, 30.9K engagements "A $TSLA/SpaceX merger makes no sense mathematically for TSLA shareholders unless there are huge cost or revenue synergies for $TSLA. The 35% dilution is just too great given the relative P/E differences. This is the same reason the idea of a combined enterprise with all of Elons businesses didnt fly last time. The math is pretty straightforward: If TSLA contributes its $1.5T market cap at a 200x P/E and SpaceX contributes its $800B market cap equity at a 400x P/E the combined company would have $2.3T market cap To make the math work TSLA would dilute its shareholders by issuing 35% new shares" [X Link](https://x.com/garyblack00/status/2018005354735448486) 2026-02-01T16:55Z 557.8K followers, 12.1K engagements "A $TSLA/SpaceX merger makes no sense mathematically for TSLA shareholders unless there are huge cost or revenue synergies for $TSLA. The 35% dilution is just too great given the relative P/E differences. This is the same reason the idea of a combined enterprise with all of Elons businesses didnt fly last time. The math is pretty straightforward: If TSLA contributes its $1.5T market cap at a 200x P/E and SpaceX contributes its $800B market cap equity at a 400x P/E the combined company would have $2.3T market cap. To make the math work TSLA would dilute its shareholders by issuing 35% new" [X Link](https://x.com/garyblack00/status/2018016608615039352) 2026-02-01T17:40Z 557.8K followers, 64.3K engagements "@AssetInvestorr @thejefflutz How is it that $GOOG $BIDU $PONY $WRD and $AMZN are completing 750K paid robotaxi rides per week $NVDA is telling its customers their tech package will be available in 2Q - not [--] years from now. No one ever said the tech had to be vision only" [X Link](https://x.com/garyblack00/status/2018047656963010830) 2026-02-01T19:43Z 558.2K followers, [---] engagements "Im not the delusional one. I warned five years ago that TSLAss forecast of delivering 20M EVs per year by [----] was absurd since it would represent 25% of the entire auto market. Here we are now with expected [----] $TSLA deliveries of 1.6M which will be down for a third consecutive year. In [----] I warned repeatedly that TSLA will not be the only auto manufacturer that solves for unsupervised autonomy. TSLA bulls simply gloss over that $GOOG $BIDU $WRD $PONY and $AMZN no slouches are already completing 750K paid unsupervised autonomous rides per week without safety monitors and $NVDA is on the" [X Link](https://x.com/garyblack00/status/2018183989639463243) 2026-02-02T04:45Z 557.7K followers, 202.4K engagements "@RandyWKirk1 No kidding. The plan changed because the 20M/year # was fantasy. Robotaxi math doesnt justify a $1.5T valuation unless $TSLA owns 100% share of ride hailing which is equally absurd" [X Link](https://x.com/garyblack00/status/2018206121324929083) 2026-02-02T06:13Z 557.5K followers, [----] engagements "Elon Musk in advanced talks to combine SpaceX and xAI. - Bloomberg $TSLA" [X Link](https://x.com/garyblack00/status/2018312328584876322) 2026-02-02T13:15Z 557.8K followers, 110.6K engagements "$TSLA wont make $30K per year on each Cybercab unless it bought 1.79M vehicles for itself which would cost $50 BILLION. The appropriate construct is to sell Cybercabs to customers and fleet owners and earn a take rate (25%) on vehicles sold and placed into service similar to the $ABNB and $UBER business models. Unfortunately that cuts your profit ests by 75%. https://twitter.com/i/web/status/2018378922497601546 https://twitter.com/i/web/status/2018378922497601546" [X Link](https://x.com/garyblack00/status/2018378922497601546) 2026-02-02T17:40Z 557.3K followers, 13.4K engagements "$PYPL (-15% pre-mkt) replaced CEO Alex Chriss after missing 4Q revs and earnings ests and guiding to much weaker than expected 1Q and [----] results. PYPL remains one of my least-liked online payments providers despite strong megatrends favoring digital payment platforms. 4th Qtr results: - Adj EPS $1.23 vs. $1.28 est. - Net Rev $8.68B vs $8.79B est. - Total payment volume $475.1B vs $471.5B est - Adj operating income $1.55B vs $1.59B est 1st Qtr forecast: - Mid single digit decline Adj EPS growth vs +4% YoY exp. - Flat transaction margin dollars vs +2% exp. FY2026 forecast: - Sees low-single" [X Link](https://x.com/garyblack00/status/2018677865940766971) 2026-02-03T13:28Z 557.6K followers, 27.4K engagements "$PYPL s disadvantage is that it is very expensive for sellers vs other online payment providers: PayPal generally charges 3.5% of a transaction vs Venmo at 1.9% Visa at 1.5-2.2% Square at 2.9% Amex at 2.5%-3.25%. BNPL providers Affirm and Klarna charge the seller 5-6%" [X Link](https://x.com/garyblack00/status/2018728528024375495) 2026-02-03T16:49Z 557.3K followers, [----] engagements "$MTCH +8% post-mkt despite guiding to FLAT FY26 rev guidance YoY vs +3% YoY exp. and FY26 EBITDA $1303M at the midpoint vs $1350M est. 4Q results beat expectations: - Revs $878M vs $871M est - EBITDA $370M vs $341M est - Adj EPS $.83 vs $.71 FY26 - SSS flat vs +3% exp - EBITDA $1280-$1325M vs $1350M est 1Q - SSS +3% vs +3% est - EBITDA $315-$320M vs $299M est In 4Q Hinge revs came in light ($187M vs $190M est) while Tinder beat ($464 vs $459M est). https://twitter.com/i/web/status/2018804334704972081 https://twitter.com/i/web/status/2018804334704972081" [X Link](https://x.com/garyblack00/status/2018804334704972081) 2026-02-03T21:50Z 558.1K followers, 11.2K engagements "$CMG (not owned) down -5% post-market after beating on 4Q results but guiding to flat FY26 SSS vs +1.8% est. This seems like an overreaction to normal beginning of the year conservative guidance. 4Q: - SSS -2.5% vs -2.9% - Revs $2.98B vs $2.96B - EPS $.25 vs $.24 FY26 - SSS flat vs +1.8% exp https://twitter.com/i/web/status/2018804387078930555 https://twitter.com/i/web/status/2018804387078930555" [X Link](https://x.com/garyblack00/status/2018804387078930555) 2026-02-03T21:50Z 558.2K followers, 11K engagements "$AMD (short position) fell -8% post-market after offering a disappointing 1Q outlook which investors took as a signal that AMD is not making the kind of AI inroads some had expected. - 1Q sales are expected to be $9.8B +/- $0.3B vs $9.4B est - 4Q sales were $10.3B vs $9.7B est. - 4Q EPS $1.53 vs $1.32 est - 4Q data center sales were $5.4B vs $5.0B est. - 4Q PC sales were $3.1B vs $2.9B est - AMD generated $390M in 4Q sales by selling its older MI308 chips to China which added to sales but suggested the company is now navigating trade restrictions that weighed on profit margins. - AMD expects" [X Link](https://x.com/garyblack00/status/2018829553125269749) 2026-02-03T23:30Z 558.1K followers, 38K engagements "Youre missing that a combined $TSLA / SpaceX + xAI stock would likely trade at a lower P/E than the two pieces on their own. Why A 200x P/E TSLA (55%) and a 400x P/E SpaceX + xAI (45%) combo will sell at the least common denominator P/E which makes the dilution math unattractive unless there are synergies. In addition TSLA owners today who dont want to make a bet on space exploration/comms would sell their shares. So assuming a 200x combined P/E on what we assume will be $10B in combined net income (TSLA $7B Space X $8B xAI -$5B) is worth $2.0T = 200x $10B or -27% below the combined $2.75T a" [X Link](https://x.com/garyblack00/status/2018834879849369922) 2026-02-03T23:51Z 558K followers, 64.3K engagements "@RepublicDI1776 @DiverJim42 The difference is I pay no attention to Elon. Always do your own research. Rule #4: Dont listen to management. They are paid to be bullish. $TSLA" [X Link](https://x.com/garyblack00/status/2018897584329306462) 2026-02-04T04:01Z 557.2K followers, [---] engagements "$LLY +9% pre-mkt to $1092 and near record high after reporting 4Q results that surpassed WS expectations and offered strong [----] guidance fueled by its GLP-1 drugs Zepbound and Mounjaro. This was in sharp contrast to rival $NVO results and guidance yesterday which missed expectations and fell -15% (down another -5% pre-mkt). FY26 forecast: - Revs $80B - $83B vs $77.7B est - Adj EPS $33.50 - $35 vs $33.00 est 4Q results: - Adj EPS $7.54 vs. $6.90 est - Rev $19.3B vs $18.0B est - Zepbound rev $4.26B vs $3.8B est - Mounjaro rev $7.41B vs $6.75B est Commentary: - 4Q rev +43% YoY to $19.3 billion" [X Link](https://x.com/garyblack00/status/2019032785843798416) 2026-02-04T12:58Z 557.9K followers, 15.3K engagements "$UBER -2% premarket after providing 1Q Adj EPS guidance that fell short of ests. 1Q gross bookings guidance was above expectations. 4Q revs and bookings beat expectations. The company also promoted outspoken driverless-vehicle executive Balaji Krishnamurthy as its new CFO signaling further investment in the autonomous ride-hailing business. 1Q guidance - Gross bookings $52B-$53.5B vs $51.4B est - Adj EBITDA $2.37B-$2.47B vs $2.45B est - Adj EPS $0.65-$0.72 vs $0.76 est 4Q results - Gross bookings $54.1B vs $53.1B est - Mobility bookings $27.44B vs $27.14B est - Revs $14.37B vs $14.30B est -" [X Link](https://x.com/garyblack00/status/2019040387482935761) 2026-02-04T13:28Z 558.1K followers, 19.7K engagements "From $UBER conf call (now +2% pre-mkt). CEO Dara Khosrowshahi: We view the introduction of AVs as an overall growth driver in the markets in which we operate. AVs in the marketplace are turning out to be net positives in growing the overall economic pie. This is not the kind of technology that is going to replace. Its going to augment. We are seeing AVs on our platform at significantly higher utilizations than one piece standalone platforms based on the publicly available data. And the trips per vehicle are 30% higher. ETAs are better as well. And then if you look at the partnerships that we" [X Link](https://x.com/garyblack00/status/2019046388944744659) 2026-02-04T13:52Z 558.1K followers, 96.5K engagements "@TopGunFP @dkhos $TSLA bulls dont get the ride-hailing business and how full autonomy will drive costs down and increase $UBER TAM" [X Link](https://x.com/garyblack00/status/2019073975712666024) 2026-02-04T15:42Z 558.1K followers, 14.2K engagements "The debate is not about lower vs higher rates. The debate is about how long will the Fed leave rates where they are before reducing them given the underlying sticky inflation pressures. TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES" [X Link](https://x.com/garyblack00/status/2019126268793676001) 2026-02-04T19:09Z 557.7K followers, 23.7K engagements "@JustLoo29511234 @AustinCooper90 @TopGunFP @dkhos $GOOGL $WRD and $AMZN already there. And $NVDA knocking at the door with a handful of OEMs" [X Link](https://x.com/garyblack00/status/2019153770643411247) 2026-02-04T20:59Z 558.2K followers, [---] engagements "$GOOG -2.4% after hours to $325 after 4Q results largely beat ests driven by Search and Cloud revs but [----] Capex guide of $180B vs $120B est. We expect GOOG to recover as investors realize Capex budgets always start high in the beginning of the year and GOOG showing they are keeping up with everyone else In the Capex arms race. 4Q: - Revs $113.8B vs $111.4B est - Adj EPS $2.82 vs $2.64 est - Search/Other revs $63.1B vs $61.4B est - Services $95.9B vs $94.9B est - YouTube $11.4B vs $11.8B - miss - Cloud $17.7B vs $16.7B - Oper income $35.9B vs $36.9B est - miss - Gemini 750M MAUs vs 650M MAUs" [X Link](https://x.com/garyblack00/status/2019159063133843947) 2026-02-04T21:20Z 558K followers, 37.4K engagements "@elonmusk Rules for happiness: Something to do someone to love something to hope for. Immanuel Kant German philosopher" [X Link](https://x.com/garyblack00/status/2019229271039046064) 2026-02-05T01:59Z 557.5K followers, 46.8K engagements "With #btc down 43% since October $MSTR bitcoin strategy underwater and now faces do-or-die choice with its #btc holdings" [X Link](https://x.com/garyblack00/status/2019369031782854963) 2026-02-05T11:14Z 558K followers, 45.9K engagements "$UBER +4% today after falling -5% yesterday as investors starting to understand that $UBER is likely the biggest beneficiary as automobiles go autonomous. As in [----] when UberX was added to the UBER platform and fares fell 30-35% thereby expanding UBER TAM adding a self-driving option to the UBER platform from a dozen or so manufacturers will similarly lead to a lower cost alternative and expand UBER TAM. This is no different than $TSLA adding a RWD option to its Model Y lineup. Its classic brand leverage. https://twitter.com/i/web/status/2019469589915037997" [X Link](https://x.com/garyblack00/status/2019469589915037997) 2026-02-05T17:54Z 558.1K followers, [----] engagements "@osarood 1Q OI #s weak and [----] capex too high. $AMZN likely to be down 8-10% tomorrow" [X Link](https://x.com/garyblack00/status/2019545142362009608) 2026-02-05T22:54Z 557.2K followers, [----] engagements "Bloomberg: $TSLA Stock Down Over 11% So Far In [----]. Investor Gary Black Suggests Elon Musk Should Take These Actions To Reverse The Slide" [X Link](https://x.com/garyblack00/status/2019707155205779904) 2026-02-06T09:38Z 557.3K followers, [----] engagements "@BizOptimizer Yes of course. But Elons new comp plan is tied to [--] market cap tranches starting at $2T and three of my four suggestions would help satisfy operational targets in his plan" [X Link](https://x.com/garyblack00/status/2019762097333088695) 2026-02-06T13:16Z 557.3K followers, [---] engagements "@joakesonu $UBER is 100% focused on embracing the coming autonomous transition which makes perfect sense" [X Link](https://x.com/garyblack00/status/2019762481166496156) 2026-02-06T13:17Z 557.3K followers, [---] engagements "@BizOptimizer 1% inspiration 99% perspiration - Thomas Edison" [X Link](https://x.com/garyblack00/status/2019772614479163421) 2026-02-06T13:58Z 557.3K followers, [---] engagements "I see a buying opportunity in big tech names that have been hammered because of outsized [----] capex forecasts. Here are some charts from todays FT showing whats happened. I see a buying opportunity because: 1/ Now is the beginning of the year and capex budgets always start high and then shrink as the year progresses as companies decide they dont need all that investment; 2/ Unlike normal operating costs Capex gets amortized normally over [--] years and so the expenditure doesnt hit the P&L all at once. Most of the companies shown packaged their FY26 capex forecasts with FY26 profit forecasts so" [X Link](https://x.com/garyblack00/status/2019809503118500075) 2026-02-06T16:24Z 557.4K followers, [----] engagements "Best [----] Super Bowl commercials. I like the Pepsi The Choice polar bear commercial. https://youtu.be/majQX7wiSvYsi=yMa58AlPquhy7BCF https://youtu.be/majQX7wiSvYsi=yMa58AlPquhy7BCF" [X Link](https://x.com/garyblack00/status/2019878108418175460) 2026-02-06T20:57Z 558.1K followers, 30.8K engagements "$HIMS -13% and $NVO (the maker of the Wegovy oral GLP-1 pill) +5% post-market after the U.S. FDA announced its intent to take action to restrict GLP-1 active ingredients in non-FDA-approved compounded drugs that are being mass-marketed by companies - including Hims & Hers (HIMS) and other compounding pharmacies - as alternatives to FDA-approved drugs. These actions are aimed to safeguard consumers from drugs for which the FDA cannot verify quality safety or efficacy the FDA said. The FDA is also taking steps to combat misleading direct-to-consumer advertising and marketing following warning" [X Link](https://x.com/garyblack00/status/2019906479986241537) 2026-02-06T22:50Z 557.3K followers, [----] engagements "@Teslarati Without strong marketing skills and investment $TSLA $100T market cap is unthinkable" [X Link](https://x.com/garyblack00/status/2020494329735995726) 2026-02-08T13:46Z 558.1K followers, 45.1K engagements "Two of the greatest Super Bowl halftime shows of all time: [----] Prince show; [----] Michael Jackson show. Prince - Super Bowl XLI 🏈 Halftime Show [----] FULL SHOW HD via @YouTube Michael Jackson [----] Super Bowl XXVII Show [----] Enjoy the game https://youtu.be/EsopN7JKUVs https://youtu.be/-WYYlRArn3gsi=5hASl-CCwVdlF0U6 https://youtu.be/EsopN7JKUVs https://youtu.be/-WYYlRArn3gsi=5hASl-CCwVdlF0U6" [X Link](https://x.com/garyblack00/status/2020541502082961421) 2026-02-08T16:53Z 558.1K followers, 29.1K engagements "Wrong. I agree completely that $TSLA future value will be driven by unsupervised autonomy and humanoid robots. Where we disagree: TSLA cant take 70-80% share of unsupervised autonomy because 1/ others are just as far along as TSLA in autonomous technology and 2/ TSLA has no marketing. The lessons learned from TSLA in EVs (TSLA has a 12% global share of industry BEVs not 40-50% as widely predicted 3-5 years ago) shouldnt be forgotten" [X Link](https://x.com/garyblack00/status/2020566693412843782) 2026-02-08T18:33Z 557.5K followers, [---] engagements "In todays pre-mkt summary for Subscribers: U.S. stocks lower after reports that Chinese regulators urged financial institutions to reduce U.S. Treasury holdings due to concentration risks; Japan markets rallied after PM Takaichis strong election win supporting continued stimulus; We remain bullish near-term with two Fed rate cuts expected in [----] amid slowing job growth but no recession; S&P [---] likely to hit new highs as earnings season wraps with [----] EPS growth 12% to $310 implying 22.4x P/E (4.5% earnings yield = 30bp premium to treasuries vs historical premium 50bp). Rotation into small" [X Link](https://x.com/garyblack00/status/2020818278478737642) 2026-02-09T11:13Z 558.1K followers, 17.6K engagements "@BizOptimizer @farzyness @Teslarati Everyone knows how $UBER works. Nobody knows how FSD / unsupervised autonomy works and more importantly what are the core benefits. FSD has a low-teens take rate for a reason" [X Link](https://x.com/garyblack00/status/2021008734013853939) 2026-02-09T23:50Z 557.9K followers, [---] engagements "In todays pre-mkt summary for Subscribers: Stocks edged higher pre-market as investors awaited key economic data including January retail sales today and the delayed U.S. non-farm payrolls report tomorrow. Treasury yields dipped precious metals and Bitcoin declined while oil held steady. Taiwan Semiconductor moved higher on strong January sales growth signaling sustained AI chip demand. A sharp divide has emerged in tech with memory chip producers soaring amid surging prices while consumer electronics firms like HP Dell and Nintendo have slumped. We remain bullish on equities as cooling" [X Link](https://x.com/garyblack00/status/2021171097001947340) 2026-02-10T10:35Z 558.1K followers, [----] engagements "$SPOT (+11% pre-mkt long position) after reporting much higher than exp 4Q MAUs and strong 1Q gross margin guidance supported by price hikes. This could change the investment narrative on the stock with $SPOT -40% (vs SPX +9%) over the past [--] months as investors grew concerned about competitive positioning unit economics and user purchase habits given the potential disruption from AI. 1Q guidance: MAUs 759M vs 752.5M est Oper income 660M vs 645M est Revs 4.5B vs 4.58B est Premium subs 293M vs 293.2M est Gross margin 32.8% vs 32.3% est 4Q results: - MAUs 751M 11% y/y vs 745.2M est - EPS 4.43" [X Link](https://x.com/garyblack00/status/2021214368520618488) 2026-02-10T13:27Z 557.9K followers, [----] engagements "Steve - I never suggested that a single [----] Super Bowl ad ad caused $GOOG market share growth over the past [--] years. I was pointing out that other great products with strong word of mouth still invest in advertising to educate consumers about product benefits. You still havent explained why $TSLA FSD take rate is stuck in the mid-teens. https://twitter.com/i/web/status/2021216643083292791 https://twitter.com/i/web/status/2021216643083292791" [X Link](https://x.com/garyblack00/status/2021216643083292791) 2026-02-10T13:36Z 557.9K followers, [---] engagements "Its the opposite. Advertising is a long-term investment - it rarely works short term. $TSLA needs to educate consumers why they should want FSD. FSD will never be in high demand unless TSLA invests the time to teach consumers what they can do with unsupervised autonomy. If TSLA doesnt do it someone else ( likely $GOOG) will spend the time educating consumers and then they will own unsupervised autonomy. https://twitter.com/i/web/status/2021227882933096927 https://twitter.com/i/web/status/2021227882933096927" [X Link](https://x.com/garyblack00/status/2021227882933096927) 2026-02-10T14:20Z 557.9K followers, [---] engagements "@RandyWKirk1 Hundreds of $TSLA robotaxis operating without safety monitors in new cities beyond Austin and the Bay area. Why Demonstrates TSLA can scale up unsupervised autonomy anywhere in the world" [X Link](https://x.com/garyblack00/status/2021250477879365682) 2026-02-10T15:50Z 558.2K followers, 15.8K engagements "@ghostman709 @RandyWKirk1 No. All operating without safety monitors. Outside of Austin and the Bay Area" [X Link](https://x.com/garyblack00/status/2021458318116651191) 2026-02-11T05:36Z 558K followers, [---] engagements "@tesla_archive Thats not what I said. @RandyWKirk1 asked what would it take to get $TSLA back to $500. My response: https://x.com/garyblack00/status/2021250477879365682s=46 @RandyWKirk1 Hundreds of $TSLA robotaxis operating without safety monitors in new cities beyond Austin and the Bay area. Why Demonstrates TSLA can scale up unsupervised autonomy anywhere in the world. https://x.com/garyblack00/status/2021250477879365682s=46 @RandyWKirk1 Hundreds of $TSLA robotaxis operating without safety monitors in new cities beyond Austin and the Bay area. Why Demonstrates TSLA can scale up unsupervised" [X Link](https://x.com/garyblack00/status/2021459252204929195) 2026-02-11T05:40Z 557.9K followers, [---] engagements "I have never understood why rich guys get off on being with underaged women. As an adult male I have never EVER wanted to be with a woman below the legal age who looks or acts like a child. Any rich guy can go into a restaurant / bar and using his wit charm and wallet can pick up just about any girl of legal age he wants. Why go after an underaged girl I really dont get the appeal. Someone please explain" [X Link](https://x.com/garyblack00/status/2021699334404804903) 2026-02-11T21:34Z 557.9K followers, 16.7K engagements "@NounaNunu2050 So its not the sex - its the adrenaline rush from breaking the law" [X Link](https://x.com/garyblack00/status/2021700530062406043) 2026-02-11T21:39Z 558.1K followers, [----] engagements "I have never understood why rich guys get off on being with underaged women. As an adult male I have never EVER wanted to be with a woman below the legal age or who looks or acts like a child. Any rich guy can go into a restaurant / bar and using his wit charm and wallet can pick up just about any girl of legal age he wants. Why go after an underaged girl I really dont get the appeal. Someone please explain" [X Link](https://x.com/garyblack00/status/2021709542375964895) 2026-02-11T22:14Z 557.9K followers, 77.7K engagements "If @elonmusk were to come out today and announce that $TWTR was now cash flow positive after the 50%+ decline in cash costs and expenses all the criticism of Elon Musk and Twitter would stop immediately. Let the genius work his magic. $tsla" [X Link](https://x.com/anyuser/status/1597628575125245953) 2022-11-29T16:28Z 558.2K followers, [----] engagements "$MSTR s stock price makes no sense to me. MicroStrategy owned [------] bitcoins at last count worth $31.2 billion at #BTC =$100K and has about $4.2 billion of net debt which equates to $27B equity value. By comparison MSTRs stock market value is $106 billion using the company's most recent share count. The software business isnt worth much. I estimate $MSTR shares should be worth about $105/share or about 75% lower than where they are trading this morning. Unless MSTRs bitcoins are worth 4x what everyone elses bitcoins are worth" [X Link](https://x.com/anyuser/status/1859962141509292182) 2024-11-22T14:08Z 558.2K followers, 1M engagements "The $TSLA investment debate is NOT about whether TSLA will solve for unsupervised (L4/L5) autonomy or scale it quickly. The vast majority of investors believe TSLA has already solved for generalized unsupervised autonomy and now its just executing on the promise. The debate is whether others ( $GOOG $BIDU $PONY $WRD $AMZN and now $NVDA) will be able to solve for unsupervised autonomy and scale as well and what market share of the autonomous ride hailing market TSLA will take vs others given the regulatory obstacles and its lack of marketing muscle. IMHO the reason FSD has just a 15% take rate" [X Link](https://x.com/garyblack00/status/2015103799619158450) 2026-01-24T16:45Z 558.2K followers, 67.6K engagements "@DrDahl Lol have you been asleep under a giant rock for the past [--] months $GOOG $BIDU $PONY $WRD $AMZN already completing 750K paid unsupervised autonomous rides per week and $NVDA about to democratize unsupervised autonomy with a handful of OEMs in 2Q" [X Link](https://x.com/garyblack00/status/2018041512966111394) 2026-02-01T19:19Z 558.2K followers, [----] engagements "@FutureAZA $GOOG had and still does have a monopoly on search. $TSLA has no such monopoly on unsupervised autonomy. Most consumers have no clue about TSLA FSD" [X Link](https://x.com/garyblack00/status/2020511853298762063) 2026-02-08T14:55Z 558.2K followers, 12.6K engagements "$UBER: I dont get why investors dont see that adding a self-driving option will have the same effect as when Uber added UberX (30-35% cheaper fares) in [----] to its Uber black car fleet on which the Uber business was founded in [----]. Its classic brand leverage as Uber removes the cost of the driver (in 4Q UBER earned a 29.9% take rate of bookings in its mobility segment which means the driver kept 70.1% of the fare) which will greatly expand UBER TAM. From $UBER conf call (now +2% pre-mkt). CEO Dara Khosrowshahi: We view the introduction of AVs as an overall growth driver in the markets in" [X Link](https://x.com/garyblack00/status/2019133523978833963) 2026-02-04T19:38Z 558.2K followers, 52.9K engagements "$TSLA continues to underperform in [----] despite all its seemingly positive developments in unsupervised autonomy. So far in [----] $TSLA -12% vs NDX -2% extending its underperformance from [----] when TSLA +11% vs NDX +20%. The bulls narrative that only TSLA can solve for generalized unsupervised autonomy has fallen apart as $GOOG and others continue to scale up their robotaxi operations as we have long predicted. $GOOG $BIDU $WRD $PONY and $AMZN are already completing 750K paid unsupervised autonomous rides per week without safety monitors. $NVDA has announced it will make its AI chips and" [X Link](https://x.com/garyblack00/status/2019436194589815003) 2026-02-05T15:41Z 558.2K followers, 22.2K engagements "$AMZN -9% after hours after offering 1Q guidance below consensus and forecasting FY2026 capex well above expectations (same as other hyper scalers). 4Q actuals - Sales $213.4B vs $211.4B est - AWS Sales $35.6B vs $34.8B est - Operating income $25.0B vs $24.8 est - Adj EPS $1.95 vs $1.97 est 1Q outlook: - Sales $173.5-$178.5B vs $175.6B - Operating income $16.5-$21.5B vs $22.2B est FY26 outlook - Capex $200B vs $146B est and +50% vs $130B in [----]. https://twitter.com/i/web/status/2019526973173710940 https://twitter.com/i/web/status/2019526973173710940" [X Link](https://x.com/garyblack00/status/2019526973173710940) 2026-02-05T21:42Z 558.2K followers, 32.6K engagements "Bloomberg: $TSLA Stock Down Over 11% So Far In [----]. Investor Gary Black Suggests Elon Musk Should Take These Actions To Reverse The Slide" [X Link](https://x.com/garyblack00/status/2019709792542171331) 2026-02-06T09:48Z 558.2K followers, 24.4K engagements "$SPOT (+11% pre-mkt long position) after reporting much higher than exp 4Q MAUs and strong 1Q gross margin guidance supported by price hikes. This could change the investment narrative on the stock with $SPOT -40% (vs SPX +9%) over the past [--] months as investors grew concerned about competitive positioning unit economics and user purchase habits given the potential disruption from AI. 1Q guidance: MAUs 759M vs 752.5M est Oper income 660M vs 645M est Revs 4.5B vs 4.58B est Premium subs 293M vs 293.2M est Gross margin 32.8% vs 32.3% est 4Q results: - MAUs 751M 11% y/y vs 745.2M est - Premium" [X Link](https://x.com/garyblack00/status/2021214954490052714) 2026-02-10T13:29Z 558.2K followers, [----] engagements "For those who dont see the value in $TSLA advertising its full-self driving technology how does TSLA increase the FSD take rate which is still in the low teens despite years of Elon promoting it There is a case to be made for waiting for FSD to be essentially perfect (99.999%+ efficacy) but that opens the door for competitors most likely $GOOG to own unsupervised autonomy in the minds of consumers similar to how $GOOG took ownership of search. https://twitter.com/i/web/status/2021310913031307654 https://twitter.com/i/web/status/2021310913031307654" [X Link](https://x.com/garyblack00/status/2021310913031307654) 2026-02-10T19:50Z 558.2K followers, 11.9K engagements "$F +1% AH after reporting stronger than exp 4Q revs and better than expected 1Q EBIT and margin. 4Q adj eps fell short of expectations due to a higher than expected Trump [----] tarriff impact ($900M hit worth -$.17/share). 4Q results: - Revs $45.9B vs $42.4B exp - Adj OI $1.04B vs $1.16B est - Adj EPS $.13 vs $.18 exp (EPS would have been $.30/share ex-additional tariff hit). FY26 - EBIT $8-$10B vs $8.86B est - Adj FCF $5-$6B vs $3.9B exp - Capex $9.5-$10.5B vs $8.9B est Fords EV business is expected to lose -$4.0B to -$4.5B in [----] after losing -$4.8B in [----]. Ford expects its EV business to" [X Link](https://x.com/garyblack00/status/2021344287577764002) 2026-02-10T22:03Z 558.2K followers, 12.2K engagements "In this video I recap the markets as we entered [----] - slowing job growth cooling inflation a new Fed chair further interest rate cuts coming equity valuations that seem reasonably priced and how our long portfolios are positioned to outperform. https://t.co/2VruGIcgXT https://t.co/2VruGIcgXT" [X Link](https://x.com/garyblack00/status/2021405623376805902) 2026-02-11T02:07Z 558.2K followers, 28.4K engagements "I dont think a strategy that leads with a discounted price for a premium brand like $TSLA is very smart. The comms strategy should be to show how Tesla EVs offer the greatest benefits to consumers (charging ease range performance lowest operating costs self-driving) of any automotive brand. Both Model [--] & Y start at under $40k & can drive themselves under supervision https://t.co/dLHXiOfA79 Both Model [--] & Y start at under $40k & can drive themselves under supervision https://t.co/dLHXiOfA79" [X Link](https://x.com/garyblack00/status/2021611554202874290) 2026-02-11T15:45Z 558.2K followers, 49.1K engagements "All these nervous $TSLA bulls running around warning that shareholders may not approve Elons [----] comp plan which could cause Elon to leave the company. This is insane fear-mongering at its worst. IMHO TSLA SHs will overwhelmingly approve Elons comp plan in [----] just as 73% approved it in [----] before the 8x TSLA value creation of 2018-2024 vs 1.6x for NDX. Just pay the man what is due him" [X Link](https://x.com/garyblack00/status/1792617814974443906) 2024-05-20T18:06Z 558.2K followers, 276.4K engagements "Yeah I voted for Trump but I never thought hed be so foolish to actually move forward with 25% tariffs given the well-documented history of how the Smoot-Hawley Tariff Act of [----] triggered the onset of the Great Depression as global trade flows dried up" [X Link](https://x.com/garyblack00/status/1896662860014690759) 2025-03-03T20:43Z 558.2K followers, 8.9M engagements "A new era is starting. $tsla FIRST DRIVERLESS $TSLA NOW HITTING THE ROADS IN AUSTIN 👀 https://t.co/KmKHKrbLmK FIRST DRIVERLESS $TSLA NOW HITTING THE ROADS IN AUSTIN 👀 https://t.co/KmKHKrbLmK" [X Link](https://x.com/garyblack00/status/1932486972112875539) 2025-06-10T17:16Z 558.2K followers, 364.2K engagements "January non-farm payrolls grew by +130K (+65K exp) up from +48K in Dec. January new jobs were the highest in more than a year. The unemployment rate fell to 4.3% (4.4% exp) from 4.4% in Dec. The DOL revised [----] avg monthly job gains down to +15K from +49K. 10yrTY +3.8bp to 4.18% SPX +0.48% NDX +0.55% Money markets still discounting two Fed rate cuts in [----] starting in June. https://twitter.com/i/web/status/2021595821469261860 https://twitter.com/i/web/status/2021595821469261860" [X Link](https://x.com/garyblack00/status/2021595821469261860) 2026-02-11T14:42Z 558.2K followers, [----] engagements "@TheTeslaBull The $TSLA catalyst is and always has been scale up of unsupervised robotaxis BEYOND Austin" [X Link](https://x.com/garyblack00/status/2022315130222944527) 2026-02-13T14:21Z 558.2K followers, [---] engagements "Why give Ford a bigger EV credit to build electric vehicles in Mexico than Tesla in CA or TX If Congress is serious about addressing climate change as well as its goal of building electric vehicles in America it should treat all EVs made by U.S. auto workers equally. $TSLA $F" [X Link](https://x.com/anyuser/status/1438091158329208837) 2021-09-15T10:43Z 558.2K followers, [----] engagements "Thanks everyone for your amazing support on this incredible journey. Most of all thanks to @elonmusk for having the vision never giving up and creating great wealth for all who believed. $tsla" [X Link](https://x.com/anyuser/status/1463914232508993545) 2021-11-25T16:55Z 558.2K followers, [----] engagements "Congrats @elonmusk Amazing. $tsla Elon Musk (@elonmusk) is TIME's [----] Person of the Year #TIMEPOY https://t.co/8Y5BhIldNs https://t.co/B6h6rndjIh Elon Musk (@elonmusk) is TIME's [----] Person of the Year #TIMEPOY https://t.co/8Y5BhIldNs https://t.co/B6h6rndjIh" [X Link](https://x.com/anyuser/status/1470380318423240712) 2021-12-13T13:09Z 558.2K followers, [----] engagements "Merry Christmas to the entire $TSLA Twitter community Thank you for all of your support in [----]. See you all next week" [X Link](https://x.com/anyuser/status/1474448259418574851) 2021-12-24T18:33Z 558.2K followers, [----] engagements "@elonmusk completed his 10b5-1 program tonight exercising the last 1.554M tranche of options expiring Aug [----] and selling 934090() shares. As stated in the Form [--] footnote: This Rule 10b5-1 trading plan was completed on December [--] [----]. Yes Elon is done selling $TSLA" [X Link](https://x.com/anyuser/status/1476012895070826496) 2021-12-29T02:11Z 558.2K followers, [----] engagements "In a word $TSLA 4Q delivs of 308.6K are insane. With the Street at 266K a +16% volume beat will cause analysts to leapfrog each other to boost 4Q EPS ests from $1.97 to $2.40 [----] delivs ests to increase from current 1.3M to 1.5M and [----] EPS from $8.70 to $10 (my est $12)" [X Link](https://x.com/anyuser/status/1477677614714306563) 2022-01-02T16:26Z 558.2K followers, [----] engagements "$TSLA will be delivering [--] pre-production Semis to Pepsi for testing by end of Jan at Pepsis Modesto CA FritoLay facility. The TSLA Semis were built in Giga Nevada and will use new [----] cells. Pepsi is installing several Megachargers at the facility. https://www.teslarati.com/tesla-semi-first-customer-deliveries-date-pepsico/ https://www.teslarati.com/tesla-semi-first-customer-deliveries-date-pepsico/" [X Link](https://x.com/anyuser/status/1479438691655462917) 2022-01-07T13:04Z 558.2K followers, [----] engagements "I post $TSLA research and articles I believe can impact TSLA valuation or stock price - both positive and negative stuff. If you dont want to read negative articles about $TSLA however realistic you can mute or unfollow me. My Twitter is free after all" [X Link](https://x.com/garyblack00/status/1498292901289373697) 2022-02-28T13:43Z 558.2K followers, [----] engagements "Ban Russian oil. Buy a $TSLA" [X Link](https://x.com/garyblack00/status/1501347006802903068) 2022-03-08T23:59Z 558.2K followers, [----] engagements "$TSLA not on the Time [---] most influential company list but $F and $RIVN are Very sus. https://time.com/collection/time100-companies-2022/ https://time.com/collection/time100-companies-2022/" [X Link](https://x.com/garyblack00/status/1509294396285624325) 2022-03-30T22:20Z 558.2K followers, [----] engagements "The $TWTR boards interests arent waligned with TWTR shareholders. The board serves to represent shareholders. If they refuse to act in the best interest of SHs they should be removed and replaced by new board members who understand their fiduciary obligations. Elon Musk is in for a bad time. Im not sure hes prepared to take on a couple PhDs a few MBAs and a Baroness who use Twitter once a year (to reset their passwords) and collectively own [--] shares of the company. https://t.co/sJmKwHbzVh Elon Musk is in for a bad time. Im not sure hes prepared to take on a couple PhDs a few MBAs and a" [X Link](https://x.com/garyblack00/status/1515729653280952334) 2022-04-17T16:31Z 558.2K followers, [----] engagements "Let me point out something obvious: If @elonmusk takes $TWTR private the TWTR board members dont have jobs any more which pays them $250K-$300K per year for what is a nice part-time job. That could explain a lot" [X Link](https://x.com/anyuser/status/1515735061852733451) 2022-04-17T16:52Z 558.2K followers, [----] engagements "Ive rarely seen a company founder rip his own hand-selected board as being dysfunctional. Speaks volumes about $twtr board. Good for @jack. https://nypost.com/2022/04/18/jack-dorsey-rips-twitter-board-over-dysfunction-in-elon-musk-battle/ https://nypost.com/2022/04/18/jack-dorsey-rips-twitter-board-over-dysfunction-in-elon-musk-battle/" [X Link](https://x.com/garyblack00/status/1516069940880683012) 2022-04-18T15:03Z 558.2K followers, [----] engagements "Most informative chart in the 1Q earnings deck: The day after the [----] Super Bowl $TSLA orders surged which validates our long held view that competitors advertising their new EVs helps TSLA as EV market leader the most. @elonmusk @MartinViecha" [X Link](https://x.com/garyblack00/status/1516885940064731137) 2022-04-20T21:06Z 558.2K followers, 20.9K engagements "Financial Times Op-Ed piece: Tesla: After Netflix the sober reliable world of Elon Musk. @elonmusk $TSLA $TWTR" [X Link](https://x.com/anyuser/status/1517070873269841920) 2022-04-21T09:20Z 558.2K followers, [----] engagements "@elonmusk - Huge congrats on buying Twitter. Its only been a few hours but will public $TWTR shareholders be able to roll their shares into the private company" [X Link](https://x.com/anyuser/status/1518688091329990656) 2022-04-25T20:27Z 558.2K followers, [----] engagements "@elonmusk @AOC @AOC needs a puppy" [X Link](https://x.com/anyuser/status/1520155288996880385) 2022-04-29T21:37Z 558.2K followers, [----] engagements "Apparently 49% of President Bidens 22M $twtr followers are fake. @elonmusk https://www.tweaktown.com/news/86256/twitter-followers-have-been-audited-and-the-results-seem-fake/index.html https://www.tweaktown.com/news/86256/twitter-followers-have-been-audited-and-the-results-seem-fake/index.html" [X Link](https://x.com/anyuser/status/1526822793614073856) 2022-05-18T07:11Z 558.2K followers, 17.3K engagements "I dont get the counter argument. If the founder and CEO of the company wants folks in the office at least [--] hours/week leads by example gives everyone stock and $TSLA is growing at 50% per year employees should follow the CEOs directive or work somewhere else. @elonmusk" [X Link](https://x.com/garyblack00/status/1532477765676589079) 2022-06-02T21:42Z 558.2K followers, [----] engagements "Media incorrect in saying $TSLA will lay off 10% of its workers. Probably 60% of TSLAs 100K workers are Mfg/AI/FSD which are off limits. So maybe 4-5% of workers will exit. Media also ignoring last line that hourly headcount will increase which means production will increase" [X Link](https://x.com/anyuser/status/1532750097024487426) 2022-06-03T15:44Z 558.2K followers, [----] engagements "$TWTR virtual meeting has ended. @elonmusk set a goal of [--] billion Twitter mDAUS said he doesnt have to be CEO (wants to drive product and be listened to) will tolerate pretty outrageous tweets will allow excellent staff to work from home and has never seen an alien. $tsla" [X Link](https://x.com/garyblack00/status/1537482649253593088) 2022-06-16T17:10Z 558.2K followers, [----] engagements "Hallelujah Skeptics said @elonmusk had no legal grounds to walk away. Misrepresentation of financial statements is sufficient grounds. Delaware Court will decide. $tsla https://www.reuters.com/technology/elon-musk-terminating-twitter-deal-2022-07-08/ https://www.reuters.com/technology/elon-musk-terminating-twitter-deal-2022-07-08/" [X Link](https://x.com/garyblack00/status/1545521430045102087) 2022-07-08T21:33Z 558.2K followers, [----] engagements "No doubt in my mind that @elonmusk still very interested in acquiring and fixing $TWTR. And Im very happy he isnt going anywhere anytime soon" [X Link](https://x.com/garyblack00/status/1555334833454596098) 2022-08-04T23:28Z 558.2K followers, [----] engagements "Probably the [--] most important charts from a fundamental standpoint that show $TSLA can grow volumes at 50%+ for the foreseeable future. @MartinViecha @elonmusk Source: http://EV-volumes.com http://EV-volumes.com" [X Link](https://x.com/anyuser/status/1556672827629207552) 2022-08-08T16:04Z 558.2K followers, [----] engagements "Important thread. - Elon done selling. - If the $TWTR deal doesnt go through Elon will put the money back into $TSLA" [X Link](https://x.com/anyuser/status/1557205662370877440) 2022-08-10T03:22Z 558.2K followers, [----] engagements "I like the use of this authorized and verified Tesla Twitter account to fight FUD. @elonmusk @MartinViecha $tsla @business This Bloomberg article is false. David Searle has not left Tesla. @business This Bloomberg article is false. David Searle has not left Tesla" [X Link](https://x.com/garyblack00/status/1560016255754686464) 2022-08-17T21:30Z 558.2K followers, [----] engagements "$TSLA is our largest position. I have a 6-12 mo PT of $550 which is higher than any WS analyst. When I try to explain why TSLA is down (China sales TWTR overhang) S/T traders come out and attack me for spreading FUD. I own TSLA for the long term. Markets arent always rational" [X Link](https://x.com/garyblack00/status/1579158524688728064) 2022-10-09T17:15Z 558.2K followers, [----] engagements "An open letter to Teslas Board of Directors - see attached. With $TSLA selling at its lowest forward P/E (37x on WS [----] EPS) since Covid with $18.9B in cash and no debt and an investment grade rating now seems an ideal time for Teslas BOD to consider a $10B+ share buyback" [X Link](https://x.com/anyuser/status/1580657694616084481) 2022-10-13T20:32Z 558.2K followers, [----] engagements "The media who made such a big deal of the China price cut yesterday (egged on by hedge funds short $TSLA) must be asking hey what happened Answer: The price cut is accretive since it means demand secured. With the $TWTR overhang lifting theres nothing to hold back the stock" [X Link](https://x.com/garyblack00/status/1584946780990758913) 2022-10-25T16:35Z 558.2K followers, [----] engagements "We may never know how Elon funded the remaining equity to close the $TWTR deal. As a community lets rejoice that the deal closed and look forward to $TSLA s bright future and robust catalyst list ahead. Congrats @elonmusk on getting the deal done and setting the bird free" [X Link](https://x.com/anyuser/status/1586022455700688903) 2022-10-28T15:49Z 558.2K followers, [----] engagements "Ron Barons $4.5T $TSLA valuation over the next decade is quite realistic. He assumes 20M cars @ $50K ASP @ 30% operating margin = $300B operating income x 15x EV/OI = $4.5T. That excludes robotaxi bots batteries everything except EVs. @elonmusk https://www.tesmanian.com/blogs/tesmanian-blog/tesla-will-grow-to-a-4-5-trillion-valuation-over-the-next-decade-says-ron-baron https://www.tesmanian.com/blogs/tesmanian-blog/tesla-will-grow-to-a-4-5-trillion-valuation-over-the-next-decade-says-ron-baron" [X Link](https://x.com/garyblack00/status/1588845832782381057) 2022-11-05T10:49Z 558.2K followers, [----] engagements "Can you imagine if instead of @elonmusk selling $TSLA shares he bought $TSLA shares That would change the sentiment real quick. Or $TSLA could announce it was buying its own shares because they appear to be too cheap" [X Link](https://x.com/anyuser/status/1589991453421637633) 2022-11-08T14:41Z 558.2K followers, [----] engagements "At $178 $TSLA now trading at the lowest 1yr forward P/E (42x) since at least [----]. A $10B buyback would be hugely accretive here and change the awful sentiment since the $TWTR deal. @MartinViecha @elonmusk" [X Link](https://x.com/anyuser/status/1590495182340120577) 2022-11-10T00:02Z 558.2K followers, [----] engagements "@elonmusk 1/ Please hire a marketing-driven CEO who complements your engineering and tech skills to send a message to advertisers that you value them. 2/ Stop the noise. Higher engagement is worthless if your advertisers leave due to the noise. You shouldnt have to pay the bills" [X Link](https://x.com/anyuser/status/1593662799569305600) 2022-11-18T17:49Z 558.2K followers, [----] engagements "With great uncertainty theres great opportunity. It was true of $TSLA in mid-2019 Spring [----] and most likely now. At $170 $TSLA now trades at 24x my [----] EPS of $7.20 vs 40% long-term unit growth as EV adoption explodes. Thats too cheap" [X Link](https://x.com/anyuser/status/1594759139900948481) 2022-11-21T18:26Z 558.2K followers, [----] engagements "Id be surprised if $TWTR has any advertisers left after todays shit show (tweets showing guns on the end table not disavowing Pepe the frog declaring war on AAPL). This is not about freedom of speech. Its about brand safety. $TSLA" [X Link](https://x.com/anyuser/status/1597413087514353666) 2022-11-29T02:12Z 558.2K followers, [----] engagements "Theres been almost no hype about tomorrows $TSLA Semi delivery event at TSLA GigaNevada plant. I expect Pepsi to take delivery of 5-10 trucks with 500mi range. We assume 50K delivs in [----] ($.50/sh EPS). Elon could confirm Cytruck final design and epic 4Q comments tomorrow" [X Link](https://x.com/anyuser/status/1598027299995385857) 2022-11-30T18:52Z 558.2K followers, [----] engagements "My [--] cents: The market voted today that the $TSLA brand has been negatively impacted by the Twitter drama. Where before EV buyers were proud to drive their Teslas to their friends or show off Teslas in their driveways now the Twitter controversy is hurting Teslas brand equity" [X Link](https://x.com/anyuser/status/1602434691725918211) 2022-12-12T22:46Z 558.2K followers, [----] engagements "I have utmost respect for @elonmusk as a manager leader and visionary. Just wish hed hire someone to fix Twitter and focus on $TSLA as CEO with all its opportunities and challenges and which could be a $3T market cap company in [--] years" [X Link](https://x.com/anyuser/status/1602732264185536512) 2022-12-13T18:28Z 558.2K followers, [----] engagements "@elonmusk is a brllliant business leader. He will realize soon (if not already) that his polarizing political views are hurting customer perceptions of $TSLA EVs. Customers dont want their cars to be controversial. They want to be proud as hell to drive them - not embarrassed" [X Link](https://x.com/garyblack00/status/1603049580517629953) 2022-12-14T15:29Z 558.2K followers, [----] engagements "As global EV adoption soars from 10% in [----] to 60% by [----] there is no mega cap company that can put up 40%-45% volume growth 50% earnings growth 20% operating margins whose stock is selling at 27x [----] consensus earnings (21x my [----] EPS). $TSLA stands alone. @elonmusk" [X Link](https://x.com/anyuser/status/1604149207589392385) 2022-12-17T16:19Z 558.2K followers, 289.9K engagements "Some $TSLA bulls just feel the need to personally attack other $TSLA bulls. Insecurity Jealousy Debate is healthy. The personal attacks have to stop" [X Link](https://x.com/anyuser/status/1604299789138624512) 2022-12-18T02:17Z 558.2K followers, 401K engagements "@elonmusk Thank you for putting this to a vote @elonmusk" [X Link](https://x.com/anyuser/status/1604629405220982788) 2022-12-19T00:07Z 558.2K followers, 788.8K engagements "@elonmusk @GerberKawasaki Elon - you cant compare a very short duration bank account with long duration $TSLA stock. The proper compare is the 10yrTY which has dropped from 3.92% to 3.65% today. Since you closed on TWTR TSLA -38% vs NDX -1%. If it was all int rates NDX would be down a similar amount" [X Link](https://x.com/anyuser/status/1605306549085392897) 2022-12-20T20:58Z 558.2K followers, 339.7K engagements "It takes a lot for me to block someone. If you accuse me of spreading FUD (we dont; we try to explain how the market is interpreting data and news) or accuse us of bashing @elonmusk (why would we TSLA is our largest position) or attack me personally I will block you" [X Link](https://x.com/anyuser/status/1606009570123317248) 2022-12-22T19:31Z 558.2K followers, 301.7K engagements "Merry Christmas to everyone and their families. Lets all be thankful for what we have and look forward to an amazing 2023" [X Link](https://x.com/anyuser/status/1606756565020712962) 2022-12-24T20:59Z 558.2K followers, 188.3K engagements "The attacks of $TSLA bulls on other bulls has to stop. $TSLAQ is the only one who benefits from this and they are laughing all the way to the bank. There is some warped belief that if youre a TSLA bull you have no right to criticize anything mgmt says or does. Cmon get real" [X Link](https://x.com/anyuser/status/1607110163110195200) 2022-12-25T20:24Z 558.2K followers, 395.4K engagements "@elonmusk @ElGrecoSF Advertisers will be lined up to come back after that response" [X Link](https://x.com/anyuser/status/1608077961818775552) 2022-12-28T12:30Z 558.2K followers, 411.6K engagements "@elonmusk has single-handedly transformed the auto industry to go electric. He has pushed $TSLA into all market segments (Cybertruck Semi and M-$30K on deck). FSD is transforming self-driving. He attracts the best talent. We need Elon as $TSLA CEO to take us to $3T valuation" [X Link](https://x.com/anyuser/status/1608831356766916609) 2022-12-30T14:24Z 558.2K followers, 374.5K engagements "$TSLA has to file a protest with the IRS for the inconsistencies in IRA EV cap - M-Y 5-seat and 7-seat are same size truck. Other 5-seat SUVs of similar or smaller size (VW ID.4 AWD Pro) have $80K cap. @MartinViecha - Model Y 185L x 75.5W x 64H - ID.4 AWD Pro 181L x 73W x 65H" [X Link](https://x.com/garyblack00/status/1609602488398757892) 2023-01-01T17:28Z 558.2K followers, 410.9K engagements "If analysts actually run the $TSLA volume/pricing/margin math theyll see these price cuts dont materially impact TSLAs valuation" [X Link](https://x.com/anyuser/status/1613923543598919680) 2023-01-13T15:38Z 558.2K followers, 541K engagements "So much good news for $TSLA stock this week: - China Jan sales stronger than expected ($66K +18% vs Dec; NEV industry -45%) - All Model Y trims now eligible for $7500 EV credit; TSLA likely to adjust M-Y prices higher - @elonmusk found not liable in SFO funding secured trial" [X Link](https://x.com/garyblack00/status/1621650893602000902) 2023-02-03T23:24Z 558.2K followers, 261.1K engagements "$CELH (+8% AH) blew away 1Q Rev ($260M vs $219M E) and Adj EPS ests ($.40 vs $.20E) driven by increased North American distribution points as CELH transitioned further to Pepsis best-in-class distribution network. https://www.celsiusholdingsinc.com/wp-content/uploads/2023/05/Q123EarningsSuppDraftFINAL-REVIEW5.9.23.pdf https://www.celsiusholdingsinc.com/wp-content/uploads/2023/05/Q123EarningsSuppDraftFINAL-REVIEW5.9.23.pdf" [X Link](https://x.com/garyblack00/status/1656043097598378012) 2023-05-09T21:06Z 558.2K followers, 49.9K engagements "The three big takeaways from todays $TSLA Annual Mtg and live interview between @elonmusk and CNBCs David Faber: 1/ @elonmusk committed to try advertising which is hugely bullish since TSLA will add a second variable beside affordability to accelerate EV adoption. Weve long held the biggest $TSLA value driver is to educate the 90% of Americans who dont currently drive EVs why an EV. Elon appears to have realized EV adoption is not just about affordability. We were stuck by how loud the applause was today when Elon said well try advertising and see how it goes. 2/ Elon said it aint so" [X Link](https://x.com/anyuser/status/1658625792421535749) 2023-05-17T00:09Z 558.2K followers, 547.9K engagements "TSLAs NVDA moment will be when everyone realizes megapacks is a $20B/year business (2023 Energy revs $10B). Well get a quarter where Energy revs explode due to megapack installs and $TSLA soars 10% or more" [X Link](https://x.com/anyuser/status/1661733603368390657) 2023-05-25T13:58Z 558.2K followers, 361K engagements "Cry more $TSLAQ. Wait til Cybertruck delivs start" [X Link](https://x.com/anyuser/status/1667178209903800320) 2023-06-09T14:33Z 558.2K followers, 283.1K engagements "My read on Zachs resignation: $TSLA has made him very wealthy and Zach likely told Elon it was time for him to move on and suggested he leave at year-end. Elon likely asked him to reconsider Zach reconsidered and told him he still wanted to leave Elon took it badly and said lets make it effective immediately. I dont see this as Zach disagreeing with Elons vision product or pricing strategy which have all been well telegraphed. @elonmusk @MartinViecha" [X Link](https://x.com/anyuser/status/1688557479469223938) 2023-08-07T14:27Z 558.2K followers, 1.4M engagements "I talked to my $TSLA sales contact here in Chicago this morning. He told me M-Y RWD orders are huge and most buyers dont care about 0-60 taking [---] sec. The big questions are about range how long it takes to charge cost of charging and maintenance costs. He told me he gets almost no questions about autonomy" [X Link](https://x.com/anyuser/status/1709964950658064810) 2023-10-05T16:13Z 558.2K followers, 550.3K engagements "$TSLA Cybertruck in Chicago store on Rush Street. Arrived this morning. Nothing else compares. This can provide massive halo effect to $TSLA sales in [----]. @MartinViecha @elonmusk" [X Link](https://x.com/anyuser/status/1727416851636826341) 2023-11-22T20:00Z 558.2K followers, 495.2K engagements "When Cybertruck comes out next week it will be the biggest people magnet vehicle weve ever seen. Wherever Cybertruck goes people will surround it take selfies of themselves on it next to it and inside it and post them on social media for all the world to see. If you cant see that Cybertruck will spark a huge halo effect of interest in the entire $TSLA franchise unlike any vehicle weve seen in years you really dont have a clue about how social media works. @MartinViecha @elonmusk" [X Link](https://x.com/anyuser/status/1727695046730793303) 2023-11-23T14:26Z 558.2K followers, 328.1K engagements "$TSLA halo effect. This isnt a line for the next iPhone this is a line forming for the Cybertruck https://t.co/i9l83Te53L This isnt a line for the next iPhone this is a line forming for the Cybertruck https://t.co/i9l83Te53L" [X Link](https://x.com/anyuser/status/1728559001548316949) 2023-11-25T23:39Z 558.2K followers, 596.4K engagements "Merry Christmas to all $TSLA bulls" [X Link](https://x.com/anyuser/status/1739059497564258489) 2023-12-24T23:04Z 558.2K followers, 171.4K engagements "Doesnt it feel better when $TSLA fights back A little PR goes a long way. Reuters published an article that leads with a wildly misleading headline and is riddled with incomplete and demonstrably incorrect information. This latest piece vaguely and nonsensically suggests there are thousands upon thousands of disgruntled Tesla customers. Its Reuters published an article that leads with a wildly misleading headline and is riddled with incomplete and demonstrably incorrect information. This latest piece vaguely and nonsensically suggests there are thousands upon thousands of disgruntled Tesla" [X Link](https://x.com/garyblack00/status/1740131468779929811) 2023-12-27T22:04Z 558.2K followers, 267.3K engagements "If the $TSLA board packaged together a path for Elon to get to 25% voting control with a multi-year buyback plan it would a win-win for Elon and $TSLA shareholders" [X Link](https://x.com/anyuser/status/1747316544294547766) 2024-01-16T17:55Z 558.2K followers, 295.9K engagements "Lets be honest: Most WS analysts are used to being spoon-fed. And most CEOs hate providing guidance. They do it because their competitors do it. $TSLA not providing guidance just means WS has to do its own research which is how it should be anyway. @elonmusk is wired differently than most CEOs. TSLAs mission is to accelerate the worlds transition to sustainable energy. Providing WS guidance doesnt further that mission in any way. TSLAs 4Q results were actually better than WS expected stripping out accounting adjustments and non-cash tax rate changes going forward. Gross margins ex-reg credits" [X Link](https://x.com/garyblack00/status/1750852852275143092) 2024-01-26T12:07Z 558.2K followers, 473.4K engagements "Amazing that $TSLA Model Y an electric car with a starting price of $45K could be the best selling vehicle in the world in [----]. Congrats $TSLA team" [X Link](https://x.com/garyblack00/status/1752306430818889796) 2024-01-30T12:23Z 558.2K followers, 215.1K engagements "Outstanding BREAKING: Tesla shareholders have officially re-approved Elon Musk's [----] compensation package and approved Tesla's reincorporation to Texas according to @elonmusk. Let's goooooo https://t.co/BwbCKKr7PS BREAKING: Tesla shareholders have officially re-approved Elon Musk's [----] compensation package and approved Tesla's reincorporation to Texas according to @elonmusk. Let's goooooo https://t.co/BwbCKKr7PS" [X Link](https://x.com/anyuser/status/1801086199043375423) 2024-06-13T02:56Z 558.2K followers, 172.8K engagements "Anyone short $TSLA needs to have their head examined. - EVs are a great business (15% EV adoption today going to 60% by 2030). - TSLA will launch a $25K vehicle in [----] significantly expanding its TAM. - TSLA will solve generalized autonomy first worth potentially $5T. - TSLA will use all its learnings from Robotaxi to launch Optimus robots which could by itself be worth $20-$25T market cap. Autonomous vehicles: 100M vehicles market x 10% share = 10M veh/year x $50K price $30K cost = $200B profit/year x 25x P/E = $5T value Optimus: Market demand for robots [--] billion per year TSLA captures 10%" [X Link](https://x.com/garyblack00/status/1808258527678681300) 2024-07-02T21:56Z 558.2K followers, 695.4K engagements "$RH missed on 2Q Revs ($899M vs $905M est) and Adj EPS ($2.93 vs $3.22 est) and guided to lower 3Q revs (+8-10% YoY vs +11% est) and FY26 revs (+9-11% YoY growth vs prior est of +10-13% YoY growth). Remarkably RH is down just -3% AH perhaps because mgmt blamed the FY Rev guidance cut on new tariffs that caused a seasonal catalogue to be delayed by [--] weeks so the company could finalize pricing which will cause $40M in revs to be pushed to next year. We expect $RH stock to trend lower after the earnings call which begins at 5pm ET. No position." [X Link](https://x.com/garyblack00/status/1966246586759131253) 2025-09-11T21:04Z 558.2K followers, 33K engagements "$TSLA bulls say it doesnt matter that TSLA Oct global volumes are down -30-35% YoY since the business is transitioning to unsupervised autonomy and humanoid robots. Thats a fools narrative with 70%+ TSLA profits from EVs. With EVs TSLA had first mover advantage and clearly had the best product on the market at a price that was also highly profitable. Nobody else except BYD has made money on EVs. TSLA bulls refuse to acknowledge that automous ride-sharing is a commodity business where TSLA is behind the Chinese manufacturers ( $BIDU $PONY and $WRD) who are already completing 450K paid fully" [X Link](https://x.com/garyblack00/status/1988326178592292864) 2025-11-11T19:21Z 558.2K followers, 161.8K engagements "Just suggesting that investors consider a risk scenario where $TSLA China delivs drop from 625K/year in [----] to 525K/year (15% haircut) in [----] which could cut TSLA earnings by $.20/share (100K x $37.5K ASP x 22% GM x (1-15% tax rate)/3.5B shares). At a 200x P/E that could be worth $40/share to $TSLA stock to the extent EV earnings still matter. https://twitter.com/i/web/status/2015938099428393381 https://twitter.com/i/web/status/2015938099428393381" [X Link](https://x.com/garyblack00/status/2015938099428393381) 2026-01-27T00:01Z 558.2K followers, [----] engagements "This has to be bullish. $tsla" [X Link](https://x.com/garyblack00/status/1483727913925160961) 2022-01-19T09:07Z 558.2K followers, [----] engagements "There appears to be a strong chance Austin opens next week. $tsla" [X Link](https://x.com/garyblack00/status/1494762496347066369) 2022-02-18T19:55Z 558.2K followers, [----] engagements "Its always better to have a friend than an enemy in the White House. Im glad to see @elonmusk taking proactive steps to fix his relationship with Biden. I still think an olive branch is to invite Biden a self-professed car guy to the GigaAustin opening party on 4/7. $tsla" [X Link](https://x.com/garyblack00/status/1496527448892227590) 2022-02-23T16:48Z 558.2K followers, [----] engagements "What Putin didnt count on: - Europeans united in banning Russia from SWIFT - Russian flights banned from Europe airspace - Russians emptying ATMs and protesting in streets - Russian tanks running out of gas & supplies - Kyiv and Kharkiv havent fallen - Zelensky still in charge" [X Link](https://x.com/garyblack00/status/1497967524788543488) 2022-02-27T16:11Z 558.2K followers, [----] engagements "@elonmusk $twtr https://www.newsweek.com/half-joe-biden-twitter-followers-are-fake-audit-elon-musk-1707244 https://www.newsweek.com/half-joe-biden-twitter-followers-are-fake-audit-elon-musk-1707244" [X Link](https://x.com/garyblack00/status/1526824688541962241) 2022-05-18T07:19Z 558.2K followers, 22.9K engagements "If Elon stops talking about autonomy until it works near flawlessly and focuses on his amazing existing businesses - EVs where TSLA dominates everyone (what competition) and Energy where profits just tripled and gross margins are now higher than on EVs - $TSLA stock would be higher. Imagine if Tim Cook said $AAPL is going to cut price on iPhones and make it up on cloud storage and Apple Music and other services - that would never happen. TSLA fundamentals are outstanding but that fact gets lost in all the noise. @MartinViecha" [X Link](https://x.com/garyblack00/status/1682052277496848388) 2023-07-20T15:38Z 558.2K followers, 938.8K engagements "When Cybertruck comes out in a few weeks it will be the biggest people magnet vehicle weve ever seen. Wherever Cybertruck goes people will surround it take selfies of themselves on it next to it and attached to it and post them on social media for all the world to see. If you cant see that Cybertruck will spark a huge halo effect of interest in the entire $TSLA franchise unlike any vehicle weve seen in years youre not thinking clearly. @MartinViecha @elonmusk" [X Link](https://x.com/garyblack00/status/1718234944042942551) 2023-10-28T11:55Z 558.2K followers, 570.4K engagements "I asked my $TSLA contacts in Chicago about Cybertruck pricing. No one is saying a word until after the 11/30 delivery event. I agree with @wholemars that @elonmusk wouldnt create a huge Cybertruck delivery event in Austin only to disappoint the crowd on price. Affordability is important. With that in mind I predict CT base prices as follows: - Single Motor $49990 - Dual Motor $59990 - Tri Motor $79990 Only the dual and tri-motor versions will be available initially. All trims will qualify for the $7500 EV credit that goes off-invoice starting 1/1" [X Link](https://x.com/garyblack00/status/1727686612732023210) 2023-11-23T13:52Z 558.2K followers, 968.5K engagements "Ive been wrong on $TSLA for three years now. TSLA has been my worst performing long during this time frame: down -19% vs +32% for NDX overall. On the positive side I got FSD right: That it would not to get to L4 for many years after Elon predicted FSD would drive itself and so I always assumed zero value for Robotaxi in my valuation. And FSD take rates have remained in the low teens even as FSD has improved significantly as a driver assist tool. I estimate FSD currently adds $.14/share to [----] eps assuming a 12.5% global take rate which is likely too rich. Where I was wrong was on sharply" [X Link](https://x.com/garyblack00/status/1760464579803635888) 2024-02-22T00:40Z 558.2K followers, 417K engagements "$TSLA - Wow" [X Link](https://x.com/garyblack00/status/1855794946525065228) 2024-11-11T02:09Z 558.2K followers, 335.9K engagements "Just after midnight President Trump said he would buy a new Tesla this morning to show his support for Elon Musk. Trumps endorsement could get millions of Republican supporters proud of Elons work on DOGE to follow Trumps lead. Thank you President @realDonaldTrump https://t.co/3kqZObTixi Thank you President @realDonaldTrump https://t.co/3kqZObTixi" [X Link](https://x.com/garyblack00/status/1899398033885798513) 2025-03-11T09:52Z 558.2K followers, 210.4K engagements "@teslayoda SU7 is directly targeted at $TSLA model [--]. Im not sure why other $XIACY models are relevant" [X Link](https://x.com/garyblack00/status/2015891888809677294) 2026-01-26T20:57Z 558.2K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@garyblack00 Gary Black
Gary Black posts on X about $tsla, elon musk, tesla, $twtr the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] -62%
- [--] Month [---------] +77%
- [--] Months [----------] -58%
- [--] Year [----------] -45%
Mentions: [--] #
- [--] Week [--] -23%
- [--] Month [---] +28%
- [--] Months [---] -9%
- [--] Year [-----] -40%
Followers: [-------] #
- [--] Week [-------] +0.19%
- [--] Month [-------] +1.10%
- [--] Months [-------] +6%
- [--] Year [-------] +15%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 80.68% automotive brands 59.66% celebrities 30.68% finance 28.98% technology brands 26.14% social networks 5.68% countries 4.55% cryptocurrencies 3.41% musicians 0.57% products 0.57%
Social topic influence $tsla #359, elon musk 25.57%, tesla #1862, $twtr 8.52%, $goog #153, investment 6.25%, strong 5.68%, business 5.68%, $uber #1458, twitter 5.11%
Top accounts mentioned or mentioned by @elonmusk @martinviecha @bizoptimizer @randywkirk1 @thejefflutz @ak6146x @teslarati @ghostman709 @theteslabull @android_actions @lucianonocente @diunn28 @itsapotsickedu1 @matthewdr @zacharykaplan6 @assetinvestorr @republicdi1776 @topgunfp @dkhos @justloo29511234
Top assets mentioned Tesla, Inc. (TSLA) Twitter Inc (TWTR) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) Pony AI Inc. (PONY) NVIDIA Corp. (NVDA) WeRide Inc. (WRD) Bitcoin (BTC) Novo-Nordisk (NVO) PepsiCo, Inc. (PEP) Hims & Hers Health, Inc. (HIMS) Rivian Automotive, Inc. (RIVN) GM (GM) PayPal Holdings Inc (PYPL) Strategy (MSTR) Spotify Technology (SPOT)
Top Social Posts
Top posts by engagements in the last [--] hours
"$HIMS -13% and $NVO (the maker of the Wegovy oral GLP-1 pill) +5% post-market after the U.S. FDA announced its intent to take action to restrict GLP-1 active ingredients in non-FDA-approved compounded drugs that are being mass-marketed by companies - including Hims & Hers (HIMS) and other compounding pharmacies - as alternatives to FDA-approved drugs. These actions are aimed to safeguard consumers from drugs for which the FDA cannot verify quality safety or efficacy the FDA said. The FDA is also taking steps to combat misleading direct-to-consumer advertising and marketing following warning"
X Link 2026-02-06T23:20Z 558.2K followers, 24.3K engagements
"Some basic lessons for new investors to live by: 1/ Ignore the crowd. You make money by going against the consensus. 2/ Always pick stocks where you feel you have a research edge. 3/ You rarely go wrong investing in the company with the best product. 4/ Dont listen to management. They are paid to be bullish. 5/ Study competitors suppliers and customer behavior. Be a product junkie. 6/ Have in your mind what you think a stock is worth which is different from price. 7/ Be able to articulate in one sentence why you own a stock. 8/ Develop specific downside scenarios that would cause you to sell"
X Link 2026-01-27T15:33Z 558.2K followers, 54.8K engagements
"I see a buying opportunity in big tech names that have been hammered because of outsized [----] capex forecasts. Here are some charts from todays FT showing whats happened. I see a buying opportunity because: 1/ Now is the beginning of the year and capex budgets always start high and then shrink as the year progresses as companies decide they dont need all that investment; 2/ Unlike normal operating costs Capex gets amortized normally over [--] years and so the expenditure doesnt hit the P&L all at once. Most of the companies shown packaged their FY26 capex forecasts with FY26 profit forecasts so"
X Link 2026-02-06T16:31Z 558.2K followers, 40.9K engagements
"$RIVN (not owned) +15% post-mkt after reporting lower than exp 4Q loss and guiding to higher than exp FY26 delivs. RIVNs lower-priced R2 midsized SUV will start shipping in 2Q as planned. 4Q results: - Revs $1.29B vs $1.26B est - Adj EBiTDA -$465M vs -$568M - Adj loss -$.54 vs -$.69 exp FY26 guidance: - Delivs 62K-67K vs 63.4K exp - Adj EBITDA -$1.8B to -$2.1B vs -$1.8B est R2 lower-priced midsize EV still set to go on sale in 2Q. https://twitter.com/i/web/status/2022062804375671198 https://twitter.com/i/web/status/2022062804375671198"
X Link 2026-02-12T21:38Z 558.2K followers, 23.2K engagements
"For those who believe great products just sell themselves through word-of-mouth here is the famous Google Parisian Love search ad that ran in the [----] Super Bowl. In January [----] Google's search market share in the U.S. was 65% according to comScore's monthly rankings. $GOOGL US search share in early [----] is 85%. $TSLA https://youtu.be/0j1uKsvlu24si=gjkxLlVxKETyg_1E https://youtu.be/0j1uKsvlu24si=gjkxLlVxKETyg_1E"
X Link 2026-02-10T09:31Z 558.2K followers, 39.3K engagements
"In todays pre-mkt summary for Subscribers: Stocks slipped modestly ahead of todays delayed January non-farm payrolls report which Trump officials have talked down citing tougher immigration policies and AI-driven productivity gains as reasons for continued sub-100K job growth; 10yr Treasury yields eased and precious metals rose while Bitcoin continued to fall (-47% from Oct [----] peak). We remain bullish on equities making new highs as cooling job growth and inflation raise odds of quicker Fed rate cuts; money markets price in two Fed rate cuts by year-end while [----] S&P [---] EPS growth of +12%"
X Link 2026-02-11T10:49Z 558.2K followers, 11.7K engagements
"$SHOP the e-commerce platform for online and retail businesses +11% pre-mkt on stronger than expected holiday sales and 1Q rev guidance above expectations. 4Q EPS missed and 1Q FCF margin guidance was below consensus. 4Q actual: - Revs $3.67B +31% y/y vs $3.59B est - GMV $123.8B +31% y/y vs $120.8B est - Monthly recur rev $205M vs $201.2M est - Oper inc $631M +36% y/y vs $577M est - Adj EPS $.48 vs $.51 exp 1Q guidance: - Expects revs to grow at a low-thirties percentage rate vs +25% expected - Expects FCF margin in the low-to-mid teens below 16.6% est and 15.4% last year"
X Link 2026-02-11T13:12Z 558.2K followers, [----] engagements
"$DKNG -15% post-mkt after its FY26 Rev forecast fell short of ests even with continued expected deployment of its new Predictions app that competes with Kalshi and Polymarket predictions products. FY26 guidance: - Revs $6.5B - $6.9B vs $7.32B est - Adj EBITDA $700M-$900M vs $998M est 4Q Results: - Rev $1.99B vs $1.98B est - Adj EBITDA $343.2M vs $271M est - EPS $.25 vs $.18 est - Monthly Unique Players 4.8M vs 5.43M est To date DKNG Predictions has launched in [--] states incl CA FL and TX where traditional sports betting isnt legal. SEC Chair Paul Atkins has called prediction markets a huge"
X Link 2026-02-12T22:52Z 558.2K followers, 11.5K engagements
"In todays pre-mkt summary for Subscribers: Stocks fluctuated as the recent AI-driven selloff lost steam while traders awaited todays Jan CPI data; 10yr Treasury yields rose and precious metals and bitcoin rebounded; Detroits Big Three have announced over $50B in combined EV write-downs while scaling back future EV investments amid a 30% drop in 4Q U.S. EV sales following the Sept [--] expiration of the $7500 federal EV tax credit. We remain bullish on equities extending their run to new highs as cooling inflation and slowing employment growth raise odds of quicker Fed rate cuts with money"
X Link 2026-02-13T11:01Z 558.2K followers, 14.9K engagements
"Getting asked by a few followers today. Posted on Subscribers early this morning. Yesterday we sold the remainder of our $TSLA position at $358/share. This is the first time since [----] we have not owned TSLA. As in late-November which is the last time we reduced our TSLA position after TSLAs post election run-up we believe TSLAs valuation has become disconnected from underlying fundamentals. Our main concern is that TSLA now sells at a [----] P/E of 188x as earnings estimates continue to fall (-5% in the past week -40% YTD) driven by weak YTD deliveries including weak April results. We expect"
X Link 2025-05-28T17:19Z 557.8K followers, 638.3K engagements
"$TSLA +6% pre-mkt to $420 after Elon Musk bought $1B in TSLA shares on Friday per a Form [--] filing putting the stock on track to erase its year-to-date decline. Elon bought approximately 2.57M shares. Per Grok this marks Elons first open-market buy in TSLA shares since February [----] signaling confidence in Tesla's future amid a November shareholder vote on Elons proposed $1 trillion compensation package. All we can say is WOW. https://www.sec.gov/Archives/edgar/data/1318605/000110465925089693/xslF345X05/tm2526050-1_4seq1.xml"
X Link 2025-09-15T11:21Z 557.9K followers, 241K engagements
"One cant compare legacy auto players $F $GM and $STLA to specialized AI players $GOOG $BIDU and $PONY who are already completing [------] paid robotaxi rides per week. Its apples vs oranges"
X Link 2025-12-15T22:18Z 557.5K followers, 19.9K engagements
"Everyone scoffed when I suggested a few years ago that others would solve for unsupervised autonomy around the same time as TSLA but with five competitors already completing 750K paid unsupervised autonomous ride-hailing trips per week and a half-dozen OEMs likely to launch L4 autonomous driving options as part of their own EV offerings using $NVDA chips and software stack in [----] investors are starting to understand that unsupervised autonomy is about to become table stakes for every automobile manufacturer and $TSLA will not be the only one who solves for it. With $UBER (+9.6% this week)"
X Link 2026-01-07T17:55Z 557.3K followers, 95.5K engagements
"If $TSLA has such an insurmountable moat why are there five unsupervised autonomous ride hailing platforms already completing 750K paid robotaxi rides per week ( $GOOG $BIDU $PONY $WRD $AMZN) and $NVDA about to democratize unsupervised autonomy for several others while $TSLA is still struggling to complete its first paid robotaxi ride without a safety monitor TSLA bulls love the story but keep ignoring the reality. https://twitter.com/i/web/status/2010316411340562647 https://twitter.com/i/web/status/2010316411340562647"
X Link 2026-01-11T11:42Z 558.2K followers, 16.5K engagements
"$TSLA (+3.7%): Ive long maintained that removal of safety monitors in Austin robotaxis is a key positive catalyst since it signals imminent scale up of unsupervised autonomy elsewhere. Caveat: Others will get there too - $GOOG $BIDU $WRD $PONY $AMZN already completing 750K paid unsupervised autonomous rides per week without safety monitors. Robotaxi rides without any safety monitors are now publicly available in Austin. Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors and the ratio will increase over time. Robotaxi rides without any"
X Link 2026-01-22T18:16Z 558.2K followers, 81.2K engagements
"Unlike $TSLA bears weve always believed TSLA would solve for unsupervised autonomy and at some point remove safety monitors from its robotaxis (see my 12/24 post below). That day is here with todays announcement that TSLA has started to remove safety monitors in its robotaxis in Austin. Our issue has long been TSLAs valuation - and specifically how does TSLA trade at a [----] P/E of 200x+ when five other EV manufacturers ( $GOOG $BIDU $PONY $WRD $AMZN) are already completing 750K paid robotaxi rides per week without safety monitors and $NVDA - no slouch - is launching its own unsupervised"
X Link 2026-01-22T18:49Z 558.2K followers, 12.1K engagements
"@MatthewDR $TSLA currently has [---] robotaxis in operation. Waymo has [----]. has [----]. $BIDU has [----]. WeRide has [----]. All are operating L4 unsupervised autonomous ride hailing platforms. http://Pony.ai http://Pony.ai"
X Link 2026-01-23T20:48Z 558.2K followers, [----] engagements
"The Fed voted 10-2 to leave interest rates unchanged and offered little clarity on when the decline in int rates will resume. The Fed pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments. Governors Christopher Waller and Stephen Miran dissented in favor of a 0.25% reduction. Policymakers described the pace of growth as solid and said job gains have remained low and the unemployment rate has shown some signs of stabilization dropping language pointing to increased downside risks to employment. Here is how todays Fed statement"
X Link 2026-01-28T19:14Z 557.2K followers, 15K engagements
"@zacharykaplan6 No they dont need additional equity with $44.0B cash and positive free cash flow"
X Link 2026-01-28T22:26Z 557.2K followers, 11.1K engagements
"$TSLA +3.4% after beating WS adj eps ests ($.50 vs $.44 est) on much better than expected EV profits. Auto gross profits were $3613M vs $2761M est. Auto gross margin ex-reg credits 17.9% vs 14.3% est. Energy revs +25% YoY vs +23% YoY exp. TSLA delivered $.50 adj eps without pushing any accounting levers. TSLA quality of earnings was excellent with R&D spend +40% YoY (vs +24% exp). SGA +26% YoY (vs +12% YoY exp). Tax rate 27.5% (vs 22% exp) and a -$592M other expense charge. ZEV credits came in higher than expected ($542M vs $329M exp). Adj EBITDA was $4.2B vs $3.5B exp. FCF was $1.4B and TSLA"
X Link 2026-01-28T22:59Z 558.2K followers, 38.7K engagements
"All things considered I expect $TSLA to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative as is discontinuation of TSLAs profitable S/X models but favorable comments about robotaxi scaling Optimus timing and strong 4Q EV auto gross margins should carry the day. https://twitter.com/i/web/status/2016668557778587769 https://twitter.com/i/web/status/2016668557778587769"
X Link 2026-01-29T00:23Z 557.2K followers, 76.3K engagements
"Attached are Mag [--] stocks ranked by market cap and showing 1-year performance [----] CY P/Es and forward EPS growth. $GOOG was the best performer over the past year (+72%) followed by $AVGO (+61.5%) while $MSFT was the worst-performing (-4%). $META continues to look cheapest on [----] CY P/E (22.2x) and also on forward P/E/G (1.3x). $TSLA is the most expensive of the Mag [--] on [----] CY P/E (200x) but also offers the most forward growth (+43% [----] forward P/E/G of 4.7x). The S&P [---] trades at a CY [----] P/E of 22.4x (4.46% earnings yield) vs a current 10-year treasury yield of 4.23% (+23bp premium vs"
X Link 2026-01-29T20:54Z 557.3K followers, 39.2K engagements
"Stocks fell and bond yields rose as President Trump prepared to nominate Kevin Warsh as the next Federal Reserve chair a choice viewed as more hawkish than other contenders. The pick goes against Trumps push for the Fed to lower int rates given Warshs past hawkish position on monetary policy and inflation. Warsh's nomination may face a complicated path to confirmation in the US Senate with Senator Thom Tillis vowing to block any of Trump's Fed nominees until an investigation into the central bank's renovation is resolved. Trump is expected to announce his choice for Fed chair on Friday"
X Link 2026-01-30T08:33Z 557.5K followers, 27.5K engagements
"Trump Picks a Reinvented Kevin Warsh to Lead the Federal Reserve (Bloomberg) -- Stock futures fell with Treasuries after President Trump nominated Kevin Warsh as the next Federal Reserve chair a pick investors view as less supportive of deep interest-rate cuts. The dollar advanced and gold was 5% lower as Trump made his announcement on Truth Social. The moves suggest traders are dialing back bets on policy easing under Warsh who as a policymaker from [----] to [----] often emphasized inflation risks even as others focused on supporting growth and jobs during the financial crisis. Tighter monetary"
X Link 2026-01-30T12:17Z 557.3K followers, 11.7K engagements
"Jeff - Respectfully investors do not think of $TSLA as just a car company. The proof in the pudding is that TSLA trades at a [----] P/E of 210x vs $GM at 6.9x and $F at 8.9x. The anticipated dilution is why TSLA investors did not support the non-binding proposal for a potential investment in xAI at the [----] annual meeting. Vote results were: - For: [----------] shares - Against: [---------] shares - Abstained: Approx [---] million shares More shares voted in favor than against but the proposal did not pass since Tesla's bylaws treat abstentions as votes against for approval purposes. Tesla noted the"
X Link 2026-01-30T19:43Z 557.4K followers, [---] engagements
"Gold fell -9% and silver crashed -26% today after Trump nominated Kevin Warsh a longtime inflation hawk as the new Fed Chair today. I have to think through the implications of this but what melts up (gold +75% over the past year silver +170% on fears of monetary debasement) can just as easily melt down. https://twitter.com/i/web/status/2017384947611537794 https://twitter.com/i/web/status/2017384947611537794"
X Link 2026-01-30T23:50Z 557.4K followers, 50.3K engagements
"The Fed held rates steady on Wednesday but President Trumps curious pick of Kevin Warsh as the next Fed Chair shifted the narrative about future monetary policy to a more hawkish path. In the FOMC two dissenting votes in favor of a rate cut suggested a process of ongoing internal debate but the message conveyed by outgoing Fed Chair Powell was one of order discipline and patience. Economists dont suddenly change their stripes and if new Fed Chair Warsh winds up being as hawkish as his past record indicates long rates will likely move higher as the Fed prioritizes controlling inflation over"
X Link 2026-01-31T19:13Z 557.4K followers, 30.9K engagements
"A $TSLA/SpaceX merger makes no sense mathematically for TSLA shareholders unless there are huge cost or revenue synergies for $TSLA. The 35% dilution is just too great given the relative P/E differences. This is the same reason the idea of a combined enterprise with all of Elons businesses didnt fly last time. The math is pretty straightforward: If TSLA contributes its $1.5T market cap at a 200x P/E and SpaceX contributes its $800B market cap equity at a 400x P/E the combined company would have $2.3T market cap To make the math work TSLA would dilute its shareholders by issuing 35% new shares"
X Link 2026-02-01T16:55Z 557.8K followers, 12.1K engagements
"A $TSLA/SpaceX merger makes no sense mathematically for TSLA shareholders unless there are huge cost or revenue synergies for $TSLA. The 35% dilution is just too great given the relative P/E differences. This is the same reason the idea of a combined enterprise with all of Elons businesses didnt fly last time. The math is pretty straightforward: If TSLA contributes its $1.5T market cap at a 200x P/E and SpaceX contributes its $800B market cap equity at a 400x P/E the combined company would have $2.3T market cap. To make the math work TSLA would dilute its shareholders by issuing 35% new"
X Link 2026-02-01T17:40Z 557.8K followers, 64.3K engagements
"@AssetInvestorr @thejefflutz How is it that $GOOG $BIDU $PONY $WRD and $AMZN are completing 750K paid robotaxi rides per week $NVDA is telling its customers their tech package will be available in 2Q - not [--] years from now. No one ever said the tech had to be vision only"
X Link 2026-02-01T19:43Z 558.2K followers, [---] engagements
"Im not the delusional one. I warned five years ago that TSLAss forecast of delivering 20M EVs per year by [----] was absurd since it would represent 25% of the entire auto market. Here we are now with expected [----] $TSLA deliveries of 1.6M which will be down for a third consecutive year. In [----] I warned repeatedly that TSLA will not be the only auto manufacturer that solves for unsupervised autonomy. TSLA bulls simply gloss over that $GOOG $BIDU $WRD $PONY and $AMZN no slouches are already completing 750K paid unsupervised autonomous rides per week without safety monitors and $NVDA is on the"
X Link 2026-02-02T04:45Z 557.7K followers, 202.4K engagements
"@RandyWKirk1 No kidding. The plan changed because the 20M/year # was fantasy. Robotaxi math doesnt justify a $1.5T valuation unless $TSLA owns 100% share of ride hailing which is equally absurd"
X Link 2026-02-02T06:13Z 557.5K followers, [----] engagements
"Elon Musk in advanced talks to combine SpaceX and xAI. - Bloomberg $TSLA"
X Link 2026-02-02T13:15Z 557.8K followers, 110.6K engagements
"$TSLA wont make $30K per year on each Cybercab unless it bought 1.79M vehicles for itself which would cost $50 BILLION. The appropriate construct is to sell Cybercabs to customers and fleet owners and earn a take rate (25%) on vehicles sold and placed into service similar to the $ABNB and $UBER business models. Unfortunately that cuts your profit ests by 75%. https://twitter.com/i/web/status/2018378922497601546 https://twitter.com/i/web/status/2018378922497601546"
X Link 2026-02-02T17:40Z 557.3K followers, 13.4K engagements
"$PYPL (-15% pre-mkt) replaced CEO Alex Chriss after missing 4Q revs and earnings ests and guiding to much weaker than expected 1Q and [----] results. PYPL remains one of my least-liked online payments providers despite strong megatrends favoring digital payment platforms. 4th Qtr results: - Adj EPS $1.23 vs. $1.28 est. - Net Rev $8.68B vs $8.79B est. - Total payment volume $475.1B vs $471.5B est - Adj operating income $1.55B vs $1.59B est 1st Qtr forecast: - Mid single digit decline Adj EPS growth vs +4% YoY exp. - Flat transaction margin dollars vs +2% exp. FY2026 forecast: - Sees low-single"
X Link 2026-02-03T13:28Z 557.6K followers, 27.4K engagements
"$PYPL s disadvantage is that it is very expensive for sellers vs other online payment providers: PayPal generally charges 3.5% of a transaction vs Venmo at 1.9% Visa at 1.5-2.2% Square at 2.9% Amex at 2.5%-3.25%. BNPL providers Affirm and Klarna charge the seller 5-6%"
X Link 2026-02-03T16:49Z 557.3K followers, [----] engagements
"$MTCH +8% post-mkt despite guiding to FLAT FY26 rev guidance YoY vs +3% YoY exp. and FY26 EBITDA $1303M at the midpoint vs $1350M est. 4Q results beat expectations: - Revs $878M vs $871M est - EBITDA $370M vs $341M est - Adj EPS $.83 vs $.71 FY26 - SSS flat vs +3% exp - EBITDA $1280-$1325M vs $1350M est 1Q - SSS +3% vs +3% est - EBITDA $315-$320M vs $299M est In 4Q Hinge revs came in light ($187M vs $190M est) while Tinder beat ($464 vs $459M est). https://twitter.com/i/web/status/2018804334704972081 https://twitter.com/i/web/status/2018804334704972081"
X Link 2026-02-03T21:50Z 558.1K followers, 11.2K engagements
"$CMG (not owned) down -5% post-market after beating on 4Q results but guiding to flat FY26 SSS vs +1.8% est. This seems like an overreaction to normal beginning of the year conservative guidance. 4Q: - SSS -2.5% vs -2.9% - Revs $2.98B vs $2.96B - EPS $.25 vs $.24 FY26 - SSS flat vs +1.8% exp https://twitter.com/i/web/status/2018804387078930555 https://twitter.com/i/web/status/2018804387078930555"
X Link 2026-02-03T21:50Z 558.2K followers, 11K engagements
"$AMD (short position) fell -8% post-market after offering a disappointing 1Q outlook which investors took as a signal that AMD is not making the kind of AI inroads some had expected. - 1Q sales are expected to be $9.8B +/- $0.3B vs $9.4B est - 4Q sales were $10.3B vs $9.7B est. - 4Q EPS $1.53 vs $1.32 est - 4Q data center sales were $5.4B vs $5.0B est. - 4Q PC sales were $3.1B vs $2.9B est - AMD generated $390M in 4Q sales by selling its older MI308 chips to China which added to sales but suggested the company is now navigating trade restrictions that weighed on profit margins. - AMD expects"
X Link 2026-02-03T23:30Z 558.1K followers, 38K engagements
"Youre missing that a combined $TSLA / SpaceX + xAI stock would likely trade at a lower P/E than the two pieces on their own. Why A 200x P/E TSLA (55%) and a 400x P/E SpaceX + xAI (45%) combo will sell at the least common denominator P/E which makes the dilution math unattractive unless there are synergies. In addition TSLA owners today who dont want to make a bet on space exploration/comms would sell their shares. So assuming a 200x combined P/E on what we assume will be $10B in combined net income (TSLA $7B Space X $8B xAI -$5B) is worth $2.0T = 200x $10B or -27% below the combined $2.75T a"
X Link 2026-02-03T23:51Z 558K followers, 64.3K engagements
"@RepublicDI1776 @DiverJim42 The difference is I pay no attention to Elon. Always do your own research. Rule #4: Dont listen to management. They are paid to be bullish. $TSLA"
X Link 2026-02-04T04:01Z 557.2K followers, [---] engagements
"$LLY +9% pre-mkt to $1092 and near record high after reporting 4Q results that surpassed WS expectations and offered strong [----] guidance fueled by its GLP-1 drugs Zepbound and Mounjaro. This was in sharp contrast to rival $NVO results and guidance yesterday which missed expectations and fell -15% (down another -5% pre-mkt). FY26 forecast: - Revs $80B - $83B vs $77.7B est - Adj EPS $33.50 - $35 vs $33.00 est 4Q results: - Adj EPS $7.54 vs. $6.90 est - Rev $19.3B vs $18.0B est - Zepbound rev $4.26B vs $3.8B est - Mounjaro rev $7.41B vs $6.75B est Commentary: - 4Q rev +43% YoY to $19.3 billion"
X Link 2026-02-04T12:58Z 557.9K followers, 15.3K engagements
"$UBER -2% premarket after providing 1Q Adj EPS guidance that fell short of ests. 1Q gross bookings guidance was above expectations. 4Q revs and bookings beat expectations. The company also promoted outspoken driverless-vehicle executive Balaji Krishnamurthy as its new CFO signaling further investment in the autonomous ride-hailing business. 1Q guidance - Gross bookings $52B-$53.5B vs $51.4B est - Adj EBITDA $2.37B-$2.47B vs $2.45B est - Adj EPS $0.65-$0.72 vs $0.76 est 4Q results - Gross bookings $54.1B vs $53.1B est - Mobility bookings $27.44B vs $27.14B est - Revs $14.37B vs $14.30B est -"
X Link 2026-02-04T13:28Z 558.1K followers, 19.7K engagements
"From $UBER conf call (now +2% pre-mkt). CEO Dara Khosrowshahi: We view the introduction of AVs as an overall growth driver in the markets in which we operate. AVs in the marketplace are turning out to be net positives in growing the overall economic pie. This is not the kind of technology that is going to replace. Its going to augment. We are seeing AVs on our platform at significantly higher utilizations than one piece standalone platforms based on the publicly available data. And the trips per vehicle are 30% higher. ETAs are better as well. And then if you look at the partnerships that we"
X Link 2026-02-04T13:52Z 558.1K followers, 96.5K engagements
"@TopGunFP @dkhos $TSLA bulls dont get the ride-hailing business and how full autonomy will drive costs down and increase $UBER TAM"
X Link 2026-02-04T15:42Z 558.1K followers, 14.2K engagements
"The debate is not about lower vs higher rates. The debate is about how long will the Fed leave rates where they are before reducing them given the underlying sticky inflation pressures. TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES"
X Link 2026-02-04T19:09Z 557.7K followers, 23.7K engagements
"@JustLoo29511234 @AustinCooper90 @TopGunFP @dkhos $GOOGL $WRD and $AMZN already there. And $NVDA knocking at the door with a handful of OEMs"
X Link 2026-02-04T20:59Z 558.2K followers, [---] engagements
"$GOOG -2.4% after hours to $325 after 4Q results largely beat ests driven by Search and Cloud revs but [----] Capex guide of $180B vs $120B est. We expect GOOG to recover as investors realize Capex budgets always start high in the beginning of the year and GOOG showing they are keeping up with everyone else In the Capex arms race. 4Q: - Revs $113.8B vs $111.4B est - Adj EPS $2.82 vs $2.64 est - Search/Other revs $63.1B vs $61.4B est - Services $95.9B vs $94.9B est - YouTube $11.4B vs $11.8B - miss - Cloud $17.7B vs $16.7B - Oper income $35.9B vs $36.9B est - miss - Gemini 750M MAUs vs 650M MAUs"
X Link 2026-02-04T21:20Z 558K followers, 37.4K engagements
"@elonmusk Rules for happiness: Something to do someone to love something to hope for. Immanuel Kant German philosopher"
X Link 2026-02-05T01:59Z 557.5K followers, 46.8K engagements
"With #btc down 43% since October $MSTR bitcoin strategy underwater and now faces do-or-die choice with its #btc holdings"
X Link 2026-02-05T11:14Z 558K followers, 45.9K engagements
"$UBER +4% today after falling -5% yesterday as investors starting to understand that $UBER is likely the biggest beneficiary as automobiles go autonomous. As in [----] when UberX was added to the UBER platform and fares fell 30-35% thereby expanding UBER TAM adding a self-driving option to the UBER platform from a dozen or so manufacturers will similarly lead to a lower cost alternative and expand UBER TAM. This is no different than $TSLA adding a RWD option to its Model Y lineup. Its classic brand leverage. https://twitter.com/i/web/status/2019469589915037997"
X Link 2026-02-05T17:54Z 558.1K followers, [----] engagements
"@osarood 1Q OI #s weak and [----] capex too high. $AMZN likely to be down 8-10% tomorrow"
X Link 2026-02-05T22:54Z 557.2K followers, [----] engagements
"Bloomberg: $TSLA Stock Down Over 11% So Far In [----]. Investor Gary Black Suggests Elon Musk Should Take These Actions To Reverse The Slide"
X Link 2026-02-06T09:38Z 557.3K followers, [----] engagements
"@BizOptimizer Yes of course. But Elons new comp plan is tied to [--] market cap tranches starting at $2T and three of my four suggestions would help satisfy operational targets in his plan"
X Link 2026-02-06T13:16Z 557.3K followers, [---] engagements
"@joakesonu $UBER is 100% focused on embracing the coming autonomous transition which makes perfect sense"
X Link 2026-02-06T13:17Z 557.3K followers, [---] engagements
"@BizOptimizer 1% inspiration 99% perspiration - Thomas Edison"
X Link 2026-02-06T13:58Z 557.3K followers, [---] engagements
"I see a buying opportunity in big tech names that have been hammered because of outsized [----] capex forecasts. Here are some charts from todays FT showing whats happened. I see a buying opportunity because: 1/ Now is the beginning of the year and capex budgets always start high and then shrink as the year progresses as companies decide they dont need all that investment; 2/ Unlike normal operating costs Capex gets amortized normally over [--] years and so the expenditure doesnt hit the P&L all at once. Most of the companies shown packaged their FY26 capex forecasts with FY26 profit forecasts so"
X Link 2026-02-06T16:24Z 557.4K followers, [----] engagements
"Best [----] Super Bowl commercials. I like the Pepsi The Choice polar bear commercial. https://youtu.be/majQX7wiSvYsi=yMa58AlPquhy7BCF https://youtu.be/majQX7wiSvYsi=yMa58AlPquhy7BCF"
X Link 2026-02-06T20:57Z 558.1K followers, 30.8K engagements
"$HIMS -13% and $NVO (the maker of the Wegovy oral GLP-1 pill) +5% post-market after the U.S. FDA announced its intent to take action to restrict GLP-1 active ingredients in non-FDA-approved compounded drugs that are being mass-marketed by companies - including Hims & Hers (HIMS) and other compounding pharmacies - as alternatives to FDA-approved drugs. These actions are aimed to safeguard consumers from drugs for which the FDA cannot verify quality safety or efficacy the FDA said. The FDA is also taking steps to combat misleading direct-to-consumer advertising and marketing following warning"
X Link 2026-02-06T22:50Z 557.3K followers, [----] engagements
"@Teslarati Without strong marketing skills and investment $TSLA $100T market cap is unthinkable"
X Link 2026-02-08T13:46Z 558.1K followers, 45.1K engagements
"Two of the greatest Super Bowl halftime shows of all time: [----] Prince show; [----] Michael Jackson show. Prince - Super Bowl XLI 🏈 Halftime Show [----] FULL SHOW HD via @YouTube Michael Jackson [----] Super Bowl XXVII Show [----] Enjoy the game https://youtu.be/EsopN7JKUVs https://youtu.be/-WYYlRArn3gsi=5hASl-CCwVdlF0U6 https://youtu.be/EsopN7JKUVs https://youtu.be/-WYYlRArn3gsi=5hASl-CCwVdlF0U6"
X Link 2026-02-08T16:53Z 558.1K followers, 29.1K engagements
"Wrong. I agree completely that $TSLA future value will be driven by unsupervised autonomy and humanoid robots. Where we disagree: TSLA cant take 70-80% share of unsupervised autonomy because 1/ others are just as far along as TSLA in autonomous technology and 2/ TSLA has no marketing. The lessons learned from TSLA in EVs (TSLA has a 12% global share of industry BEVs not 40-50% as widely predicted 3-5 years ago) shouldnt be forgotten"
X Link 2026-02-08T18:33Z 557.5K followers, [---] engagements
"In todays pre-mkt summary for Subscribers: U.S. stocks lower after reports that Chinese regulators urged financial institutions to reduce U.S. Treasury holdings due to concentration risks; Japan markets rallied after PM Takaichis strong election win supporting continued stimulus; We remain bullish near-term with two Fed rate cuts expected in [----] amid slowing job growth but no recession; S&P [---] likely to hit new highs as earnings season wraps with [----] EPS growth 12% to $310 implying 22.4x P/E (4.5% earnings yield = 30bp premium to treasuries vs historical premium 50bp). Rotation into small"
X Link 2026-02-09T11:13Z 558.1K followers, 17.6K engagements
"@BizOptimizer @farzyness @Teslarati Everyone knows how $UBER works. Nobody knows how FSD / unsupervised autonomy works and more importantly what are the core benefits. FSD has a low-teens take rate for a reason"
X Link 2026-02-09T23:50Z 557.9K followers, [---] engagements
"In todays pre-mkt summary for Subscribers: Stocks edged higher pre-market as investors awaited key economic data including January retail sales today and the delayed U.S. non-farm payrolls report tomorrow. Treasury yields dipped precious metals and Bitcoin declined while oil held steady. Taiwan Semiconductor moved higher on strong January sales growth signaling sustained AI chip demand. A sharp divide has emerged in tech with memory chip producers soaring amid surging prices while consumer electronics firms like HP Dell and Nintendo have slumped. We remain bullish on equities as cooling"
X Link 2026-02-10T10:35Z 558.1K followers, [----] engagements
"$SPOT (+11% pre-mkt long position) after reporting much higher than exp 4Q MAUs and strong 1Q gross margin guidance supported by price hikes. This could change the investment narrative on the stock with $SPOT -40% (vs SPX +9%) over the past [--] months as investors grew concerned about competitive positioning unit economics and user purchase habits given the potential disruption from AI. 1Q guidance: MAUs 759M vs 752.5M est Oper income 660M vs 645M est Revs 4.5B vs 4.58B est Premium subs 293M vs 293.2M est Gross margin 32.8% vs 32.3% est 4Q results: - MAUs 751M 11% y/y vs 745.2M est - EPS 4.43"
X Link 2026-02-10T13:27Z 557.9K followers, [----] engagements
"Steve - I never suggested that a single [----] Super Bowl ad ad caused $GOOG market share growth over the past [--] years. I was pointing out that other great products with strong word of mouth still invest in advertising to educate consumers about product benefits. You still havent explained why $TSLA FSD take rate is stuck in the mid-teens. https://twitter.com/i/web/status/2021216643083292791 https://twitter.com/i/web/status/2021216643083292791"
X Link 2026-02-10T13:36Z 557.9K followers, [---] engagements
"Its the opposite. Advertising is a long-term investment - it rarely works short term. $TSLA needs to educate consumers why they should want FSD. FSD will never be in high demand unless TSLA invests the time to teach consumers what they can do with unsupervised autonomy. If TSLA doesnt do it someone else ( likely $GOOG) will spend the time educating consumers and then they will own unsupervised autonomy. https://twitter.com/i/web/status/2021227882933096927 https://twitter.com/i/web/status/2021227882933096927"
X Link 2026-02-10T14:20Z 557.9K followers, [---] engagements
"@RandyWKirk1 Hundreds of $TSLA robotaxis operating without safety monitors in new cities beyond Austin and the Bay area. Why Demonstrates TSLA can scale up unsupervised autonomy anywhere in the world"
X Link 2026-02-10T15:50Z 558.2K followers, 15.8K engagements
"@ghostman709 @RandyWKirk1 No. All operating without safety monitors. Outside of Austin and the Bay Area"
X Link 2026-02-11T05:36Z 558K followers, [---] engagements
"@tesla_archive Thats not what I said. @RandyWKirk1 asked what would it take to get $TSLA back to $500. My response: https://x.com/garyblack00/status/2021250477879365682s=46 @RandyWKirk1 Hundreds of $TSLA robotaxis operating without safety monitors in new cities beyond Austin and the Bay area. Why Demonstrates TSLA can scale up unsupervised autonomy anywhere in the world. https://x.com/garyblack00/status/2021250477879365682s=46 @RandyWKirk1 Hundreds of $TSLA robotaxis operating without safety monitors in new cities beyond Austin and the Bay area. Why Demonstrates TSLA can scale up unsupervised"
X Link 2026-02-11T05:40Z 557.9K followers, [---] engagements
"I have never understood why rich guys get off on being with underaged women. As an adult male I have never EVER wanted to be with a woman below the legal age who looks or acts like a child. Any rich guy can go into a restaurant / bar and using his wit charm and wallet can pick up just about any girl of legal age he wants. Why go after an underaged girl I really dont get the appeal. Someone please explain"
X Link 2026-02-11T21:34Z 557.9K followers, 16.7K engagements
"@NounaNunu2050 So its not the sex - its the adrenaline rush from breaking the law"
X Link 2026-02-11T21:39Z 558.1K followers, [----] engagements
"I have never understood why rich guys get off on being with underaged women. As an adult male I have never EVER wanted to be with a woman below the legal age or who looks or acts like a child. Any rich guy can go into a restaurant / bar and using his wit charm and wallet can pick up just about any girl of legal age he wants. Why go after an underaged girl I really dont get the appeal. Someone please explain"
X Link 2026-02-11T22:14Z 557.9K followers, 77.7K engagements
"If @elonmusk were to come out today and announce that $TWTR was now cash flow positive after the 50%+ decline in cash costs and expenses all the criticism of Elon Musk and Twitter would stop immediately. Let the genius work his magic. $tsla"
X Link 2022-11-29T16:28Z 558.2K followers, [----] engagements
"$MSTR s stock price makes no sense to me. MicroStrategy owned [------] bitcoins at last count worth $31.2 billion at #BTC =$100K and has about $4.2 billion of net debt which equates to $27B equity value. By comparison MSTRs stock market value is $106 billion using the company's most recent share count. The software business isnt worth much. I estimate $MSTR shares should be worth about $105/share or about 75% lower than where they are trading this morning. Unless MSTRs bitcoins are worth 4x what everyone elses bitcoins are worth"
X Link 2024-11-22T14:08Z 558.2K followers, 1M engagements
"The $TSLA investment debate is NOT about whether TSLA will solve for unsupervised (L4/L5) autonomy or scale it quickly. The vast majority of investors believe TSLA has already solved for generalized unsupervised autonomy and now its just executing on the promise. The debate is whether others ( $GOOG $BIDU $PONY $WRD $AMZN and now $NVDA) will be able to solve for unsupervised autonomy and scale as well and what market share of the autonomous ride hailing market TSLA will take vs others given the regulatory obstacles and its lack of marketing muscle. IMHO the reason FSD has just a 15% take rate"
X Link 2026-01-24T16:45Z 558.2K followers, 67.6K engagements
"@DrDahl Lol have you been asleep under a giant rock for the past [--] months $GOOG $BIDU $PONY $WRD $AMZN already completing 750K paid unsupervised autonomous rides per week and $NVDA about to democratize unsupervised autonomy with a handful of OEMs in 2Q"
X Link 2026-02-01T19:19Z 558.2K followers, [----] engagements
"@FutureAZA $GOOG had and still does have a monopoly on search. $TSLA has no such monopoly on unsupervised autonomy. Most consumers have no clue about TSLA FSD"
X Link 2026-02-08T14:55Z 558.2K followers, 12.6K engagements
"$UBER: I dont get why investors dont see that adding a self-driving option will have the same effect as when Uber added UberX (30-35% cheaper fares) in [----] to its Uber black car fleet on which the Uber business was founded in [----]. Its classic brand leverage as Uber removes the cost of the driver (in 4Q UBER earned a 29.9% take rate of bookings in its mobility segment which means the driver kept 70.1% of the fare) which will greatly expand UBER TAM. From $UBER conf call (now +2% pre-mkt). CEO Dara Khosrowshahi: We view the introduction of AVs as an overall growth driver in the markets in"
X Link 2026-02-04T19:38Z 558.2K followers, 52.9K engagements
"$TSLA continues to underperform in [----] despite all its seemingly positive developments in unsupervised autonomy. So far in [----] $TSLA -12% vs NDX -2% extending its underperformance from [----] when TSLA +11% vs NDX +20%. The bulls narrative that only TSLA can solve for generalized unsupervised autonomy has fallen apart as $GOOG and others continue to scale up their robotaxi operations as we have long predicted. $GOOG $BIDU $WRD $PONY and $AMZN are already completing 750K paid unsupervised autonomous rides per week without safety monitors. $NVDA has announced it will make its AI chips and"
X Link 2026-02-05T15:41Z 558.2K followers, 22.2K engagements
"$AMZN -9% after hours after offering 1Q guidance below consensus and forecasting FY2026 capex well above expectations (same as other hyper scalers). 4Q actuals - Sales $213.4B vs $211.4B est - AWS Sales $35.6B vs $34.8B est - Operating income $25.0B vs $24.8 est - Adj EPS $1.95 vs $1.97 est 1Q outlook: - Sales $173.5-$178.5B vs $175.6B - Operating income $16.5-$21.5B vs $22.2B est FY26 outlook - Capex $200B vs $146B est and +50% vs $130B in [----]. https://twitter.com/i/web/status/2019526973173710940 https://twitter.com/i/web/status/2019526973173710940"
X Link 2026-02-05T21:42Z 558.2K followers, 32.6K engagements
"Bloomberg: $TSLA Stock Down Over 11% So Far In [----]. Investor Gary Black Suggests Elon Musk Should Take These Actions To Reverse The Slide"
X Link 2026-02-06T09:48Z 558.2K followers, 24.4K engagements
"$SPOT (+11% pre-mkt long position) after reporting much higher than exp 4Q MAUs and strong 1Q gross margin guidance supported by price hikes. This could change the investment narrative on the stock with $SPOT -40% (vs SPX +9%) over the past [--] months as investors grew concerned about competitive positioning unit economics and user purchase habits given the potential disruption from AI. 1Q guidance: MAUs 759M vs 752.5M est Oper income 660M vs 645M est Revs 4.5B vs 4.58B est Premium subs 293M vs 293.2M est Gross margin 32.8% vs 32.3% est 4Q results: - MAUs 751M 11% y/y vs 745.2M est - Premium"
X Link 2026-02-10T13:29Z 558.2K followers, [----] engagements
"For those who dont see the value in $TSLA advertising its full-self driving technology how does TSLA increase the FSD take rate which is still in the low teens despite years of Elon promoting it There is a case to be made for waiting for FSD to be essentially perfect (99.999%+ efficacy) but that opens the door for competitors most likely $GOOG to own unsupervised autonomy in the minds of consumers similar to how $GOOG took ownership of search. https://twitter.com/i/web/status/2021310913031307654 https://twitter.com/i/web/status/2021310913031307654"
X Link 2026-02-10T19:50Z 558.2K followers, 11.9K engagements
"$F +1% AH after reporting stronger than exp 4Q revs and better than expected 1Q EBIT and margin. 4Q adj eps fell short of expectations due to a higher than expected Trump [----] tarriff impact ($900M hit worth -$.17/share). 4Q results: - Revs $45.9B vs $42.4B exp - Adj OI $1.04B vs $1.16B est - Adj EPS $.13 vs $.18 exp (EPS would have been $.30/share ex-additional tariff hit). FY26 - EBIT $8-$10B vs $8.86B est - Adj FCF $5-$6B vs $3.9B exp - Capex $9.5-$10.5B vs $8.9B est Fords EV business is expected to lose -$4.0B to -$4.5B in [----] after losing -$4.8B in [----]. Ford expects its EV business to"
X Link 2026-02-10T22:03Z 558.2K followers, 12.2K engagements
"In this video I recap the markets as we entered [----] - slowing job growth cooling inflation a new Fed chair further interest rate cuts coming equity valuations that seem reasonably priced and how our long portfolios are positioned to outperform. https://t.co/2VruGIcgXT https://t.co/2VruGIcgXT"
X Link 2026-02-11T02:07Z 558.2K followers, 28.4K engagements
"I dont think a strategy that leads with a discounted price for a premium brand like $TSLA is very smart. The comms strategy should be to show how Tesla EVs offer the greatest benefits to consumers (charging ease range performance lowest operating costs self-driving) of any automotive brand. Both Model [--] & Y start at under $40k & can drive themselves under supervision https://t.co/dLHXiOfA79 Both Model [--] & Y start at under $40k & can drive themselves under supervision https://t.co/dLHXiOfA79"
X Link 2026-02-11T15:45Z 558.2K followers, 49.1K engagements
"All these nervous $TSLA bulls running around warning that shareholders may not approve Elons [----] comp plan which could cause Elon to leave the company. This is insane fear-mongering at its worst. IMHO TSLA SHs will overwhelmingly approve Elons comp plan in [----] just as 73% approved it in [----] before the 8x TSLA value creation of 2018-2024 vs 1.6x for NDX. Just pay the man what is due him"
X Link 2024-05-20T18:06Z 558.2K followers, 276.4K engagements
"Yeah I voted for Trump but I never thought hed be so foolish to actually move forward with 25% tariffs given the well-documented history of how the Smoot-Hawley Tariff Act of [----] triggered the onset of the Great Depression as global trade flows dried up"
X Link 2025-03-03T20:43Z 558.2K followers, 8.9M engagements
"A new era is starting. $tsla FIRST DRIVERLESS $TSLA NOW HITTING THE ROADS IN AUSTIN 👀 https://t.co/KmKHKrbLmK FIRST DRIVERLESS $TSLA NOW HITTING THE ROADS IN AUSTIN 👀 https://t.co/KmKHKrbLmK"
X Link 2025-06-10T17:16Z 558.2K followers, 364.2K engagements
"January non-farm payrolls grew by +130K (+65K exp) up from +48K in Dec. January new jobs were the highest in more than a year. The unemployment rate fell to 4.3% (4.4% exp) from 4.4% in Dec. The DOL revised [----] avg monthly job gains down to +15K from +49K. 10yrTY +3.8bp to 4.18% SPX +0.48% NDX +0.55% Money markets still discounting two Fed rate cuts in [----] starting in June. https://twitter.com/i/web/status/2021595821469261860 https://twitter.com/i/web/status/2021595821469261860"
X Link 2026-02-11T14:42Z 558.2K followers, [----] engagements
"@TheTeslaBull The $TSLA catalyst is and always has been scale up of unsupervised robotaxis BEYOND Austin"
X Link 2026-02-13T14:21Z 558.2K followers, [---] engagements
"Why give Ford a bigger EV credit to build electric vehicles in Mexico than Tesla in CA or TX If Congress is serious about addressing climate change as well as its goal of building electric vehicles in America it should treat all EVs made by U.S. auto workers equally. $TSLA $F"
X Link 2021-09-15T10:43Z 558.2K followers, [----] engagements
"Thanks everyone for your amazing support on this incredible journey. Most of all thanks to @elonmusk for having the vision never giving up and creating great wealth for all who believed. $tsla"
X Link 2021-11-25T16:55Z 558.2K followers, [----] engagements
"Congrats @elonmusk Amazing. $tsla Elon Musk (@elonmusk) is TIME's [----] Person of the Year #TIMEPOY https://t.co/8Y5BhIldNs https://t.co/B6h6rndjIh Elon Musk (@elonmusk) is TIME's [----] Person of the Year #TIMEPOY https://t.co/8Y5BhIldNs https://t.co/B6h6rndjIh"
X Link 2021-12-13T13:09Z 558.2K followers, [----] engagements
"Merry Christmas to the entire $TSLA Twitter community Thank you for all of your support in [----]. See you all next week"
X Link 2021-12-24T18:33Z 558.2K followers, [----] engagements
"@elonmusk completed his 10b5-1 program tonight exercising the last 1.554M tranche of options expiring Aug [----] and selling 934090() shares. As stated in the Form [--] footnote: This Rule 10b5-1 trading plan was completed on December [--] [----]. Yes Elon is done selling $TSLA"
X Link 2021-12-29T02:11Z 558.2K followers, [----] engagements
"In a word $TSLA 4Q delivs of 308.6K are insane. With the Street at 266K a +16% volume beat will cause analysts to leapfrog each other to boost 4Q EPS ests from $1.97 to $2.40 [----] delivs ests to increase from current 1.3M to 1.5M and [----] EPS from $8.70 to $10 (my est $12)"
X Link 2022-01-02T16:26Z 558.2K followers, [----] engagements
"$TSLA will be delivering [--] pre-production Semis to Pepsi for testing by end of Jan at Pepsis Modesto CA FritoLay facility. The TSLA Semis were built in Giga Nevada and will use new [----] cells. Pepsi is installing several Megachargers at the facility. https://www.teslarati.com/tesla-semi-first-customer-deliveries-date-pepsico/ https://www.teslarati.com/tesla-semi-first-customer-deliveries-date-pepsico/"
X Link 2022-01-07T13:04Z 558.2K followers, [----] engagements
"I post $TSLA research and articles I believe can impact TSLA valuation or stock price - both positive and negative stuff. If you dont want to read negative articles about $TSLA however realistic you can mute or unfollow me. My Twitter is free after all"
X Link 2022-02-28T13:43Z 558.2K followers, [----] engagements
"Ban Russian oil. Buy a $TSLA"
X Link 2022-03-08T23:59Z 558.2K followers, [----] engagements
"$TSLA not on the Time [---] most influential company list but $F and $RIVN are Very sus. https://time.com/collection/time100-companies-2022/ https://time.com/collection/time100-companies-2022/"
X Link 2022-03-30T22:20Z 558.2K followers, [----] engagements
"The $TWTR boards interests arent waligned with TWTR shareholders. The board serves to represent shareholders. If they refuse to act in the best interest of SHs they should be removed and replaced by new board members who understand their fiduciary obligations. Elon Musk is in for a bad time. Im not sure hes prepared to take on a couple PhDs a few MBAs and a Baroness who use Twitter once a year (to reset their passwords) and collectively own [--] shares of the company. https://t.co/sJmKwHbzVh Elon Musk is in for a bad time. Im not sure hes prepared to take on a couple PhDs a few MBAs and a"
X Link 2022-04-17T16:31Z 558.2K followers, [----] engagements
"Let me point out something obvious: If @elonmusk takes $TWTR private the TWTR board members dont have jobs any more which pays them $250K-$300K per year for what is a nice part-time job. That could explain a lot"
X Link 2022-04-17T16:52Z 558.2K followers, [----] engagements
"Ive rarely seen a company founder rip his own hand-selected board as being dysfunctional. Speaks volumes about $twtr board. Good for @jack. https://nypost.com/2022/04/18/jack-dorsey-rips-twitter-board-over-dysfunction-in-elon-musk-battle/ https://nypost.com/2022/04/18/jack-dorsey-rips-twitter-board-over-dysfunction-in-elon-musk-battle/"
X Link 2022-04-18T15:03Z 558.2K followers, [----] engagements
"Most informative chart in the 1Q earnings deck: The day after the [----] Super Bowl $TSLA orders surged which validates our long held view that competitors advertising their new EVs helps TSLA as EV market leader the most. @elonmusk @MartinViecha"
X Link 2022-04-20T21:06Z 558.2K followers, 20.9K engagements
"Financial Times Op-Ed piece: Tesla: After Netflix the sober reliable world of Elon Musk. @elonmusk $TSLA $TWTR"
X Link 2022-04-21T09:20Z 558.2K followers, [----] engagements
"@elonmusk - Huge congrats on buying Twitter. Its only been a few hours but will public $TWTR shareholders be able to roll their shares into the private company"
X Link 2022-04-25T20:27Z 558.2K followers, [----] engagements
"@elonmusk @AOC @AOC needs a puppy"
X Link 2022-04-29T21:37Z 558.2K followers, [----] engagements
"Apparently 49% of President Bidens 22M $twtr followers are fake. @elonmusk https://www.tweaktown.com/news/86256/twitter-followers-have-been-audited-and-the-results-seem-fake/index.html https://www.tweaktown.com/news/86256/twitter-followers-have-been-audited-and-the-results-seem-fake/index.html"
X Link 2022-05-18T07:11Z 558.2K followers, 17.3K engagements
"I dont get the counter argument. If the founder and CEO of the company wants folks in the office at least [--] hours/week leads by example gives everyone stock and $TSLA is growing at 50% per year employees should follow the CEOs directive or work somewhere else. @elonmusk"
X Link 2022-06-02T21:42Z 558.2K followers, [----] engagements
"Media incorrect in saying $TSLA will lay off 10% of its workers. Probably 60% of TSLAs 100K workers are Mfg/AI/FSD which are off limits. So maybe 4-5% of workers will exit. Media also ignoring last line that hourly headcount will increase which means production will increase"
X Link 2022-06-03T15:44Z 558.2K followers, [----] engagements
"$TWTR virtual meeting has ended. @elonmusk set a goal of [--] billion Twitter mDAUS said he doesnt have to be CEO (wants to drive product and be listened to) will tolerate pretty outrageous tweets will allow excellent staff to work from home and has never seen an alien. $tsla"
X Link 2022-06-16T17:10Z 558.2K followers, [----] engagements
"Hallelujah Skeptics said @elonmusk had no legal grounds to walk away. Misrepresentation of financial statements is sufficient grounds. Delaware Court will decide. $tsla https://www.reuters.com/technology/elon-musk-terminating-twitter-deal-2022-07-08/ https://www.reuters.com/technology/elon-musk-terminating-twitter-deal-2022-07-08/"
X Link 2022-07-08T21:33Z 558.2K followers, [----] engagements
"No doubt in my mind that @elonmusk still very interested in acquiring and fixing $TWTR. And Im very happy he isnt going anywhere anytime soon"
X Link 2022-08-04T23:28Z 558.2K followers, [----] engagements
"Probably the [--] most important charts from a fundamental standpoint that show $TSLA can grow volumes at 50%+ for the foreseeable future. @MartinViecha @elonmusk Source: http://EV-volumes.com http://EV-volumes.com"
X Link 2022-08-08T16:04Z 558.2K followers, [----] engagements
"Important thread. - Elon done selling. - If the $TWTR deal doesnt go through Elon will put the money back into $TSLA"
X Link 2022-08-10T03:22Z 558.2K followers, [----] engagements
"I like the use of this authorized and verified Tesla Twitter account to fight FUD. @elonmusk @MartinViecha $tsla @business This Bloomberg article is false. David Searle has not left Tesla. @business This Bloomberg article is false. David Searle has not left Tesla"
X Link 2022-08-17T21:30Z 558.2K followers, [----] engagements
"$TSLA is our largest position. I have a 6-12 mo PT of $550 which is higher than any WS analyst. When I try to explain why TSLA is down (China sales TWTR overhang) S/T traders come out and attack me for spreading FUD. I own TSLA for the long term. Markets arent always rational"
X Link 2022-10-09T17:15Z 558.2K followers, [----] engagements
"An open letter to Teslas Board of Directors - see attached. With $TSLA selling at its lowest forward P/E (37x on WS [----] EPS) since Covid with $18.9B in cash and no debt and an investment grade rating now seems an ideal time for Teslas BOD to consider a $10B+ share buyback"
X Link 2022-10-13T20:32Z 558.2K followers, [----] engagements
"The media who made such a big deal of the China price cut yesterday (egged on by hedge funds short $TSLA) must be asking hey what happened Answer: The price cut is accretive since it means demand secured. With the $TWTR overhang lifting theres nothing to hold back the stock"
X Link 2022-10-25T16:35Z 558.2K followers, [----] engagements
"We may never know how Elon funded the remaining equity to close the $TWTR deal. As a community lets rejoice that the deal closed and look forward to $TSLA s bright future and robust catalyst list ahead. Congrats @elonmusk on getting the deal done and setting the bird free"
X Link 2022-10-28T15:49Z 558.2K followers, [----] engagements
"Ron Barons $4.5T $TSLA valuation over the next decade is quite realistic. He assumes 20M cars @ $50K ASP @ 30% operating margin = $300B operating income x 15x EV/OI = $4.5T. That excludes robotaxi bots batteries everything except EVs. @elonmusk https://www.tesmanian.com/blogs/tesmanian-blog/tesla-will-grow-to-a-4-5-trillion-valuation-over-the-next-decade-says-ron-baron https://www.tesmanian.com/blogs/tesmanian-blog/tesla-will-grow-to-a-4-5-trillion-valuation-over-the-next-decade-says-ron-baron"
X Link 2022-11-05T10:49Z 558.2K followers, [----] engagements
"Can you imagine if instead of @elonmusk selling $TSLA shares he bought $TSLA shares That would change the sentiment real quick. Or $TSLA could announce it was buying its own shares because they appear to be too cheap"
X Link 2022-11-08T14:41Z 558.2K followers, [----] engagements
"At $178 $TSLA now trading at the lowest 1yr forward P/E (42x) since at least [----]. A $10B buyback would be hugely accretive here and change the awful sentiment since the $TWTR deal. @MartinViecha @elonmusk"
X Link 2022-11-10T00:02Z 558.2K followers, [----] engagements
"@elonmusk 1/ Please hire a marketing-driven CEO who complements your engineering and tech skills to send a message to advertisers that you value them. 2/ Stop the noise. Higher engagement is worthless if your advertisers leave due to the noise. You shouldnt have to pay the bills"
X Link 2022-11-18T17:49Z 558.2K followers, [----] engagements
"With great uncertainty theres great opportunity. It was true of $TSLA in mid-2019 Spring [----] and most likely now. At $170 $TSLA now trades at 24x my [----] EPS of $7.20 vs 40% long-term unit growth as EV adoption explodes. Thats too cheap"
X Link 2022-11-21T18:26Z 558.2K followers, [----] engagements
"Id be surprised if $TWTR has any advertisers left after todays shit show (tweets showing guns on the end table not disavowing Pepe the frog declaring war on AAPL). This is not about freedom of speech. Its about brand safety. $TSLA"
X Link 2022-11-29T02:12Z 558.2K followers, [----] engagements
"Theres been almost no hype about tomorrows $TSLA Semi delivery event at TSLA GigaNevada plant. I expect Pepsi to take delivery of 5-10 trucks with 500mi range. We assume 50K delivs in [----] ($.50/sh EPS). Elon could confirm Cytruck final design and epic 4Q comments tomorrow"
X Link 2022-11-30T18:52Z 558.2K followers, [----] engagements
"My [--] cents: The market voted today that the $TSLA brand has been negatively impacted by the Twitter drama. Where before EV buyers were proud to drive their Teslas to their friends or show off Teslas in their driveways now the Twitter controversy is hurting Teslas brand equity"
X Link 2022-12-12T22:46Z 558.2K followers, [----] engagements
"I have utmost respect for @elonmusk as a manager leader and visionary. Just wish hed hire someone to fix Twitter and focus on $TSLA as CEO with all its opportunities and challenges and which could be a $3T market cap company in [--] years"
X Link 2022-12-13T18:28Z 558.2K followers, [----] engagements
"@elonmusk is a brllliant business leader. He will realize soon (if not already) that his polarizing political views are hurting customer perceptions of $TSLA EVs. Customers dont want their cars to be controversial. They want to be proud as hell to drive them - not embarrassed"
X Link 2022-12-14T15:29Z 558.2K followers, [----] engagements
"As global EV adoption soars from 10% in [----] to 60% by [----] there is no mega cap company that can put up 40%-45% volume growth 50% earnings growth 20% operating margins whose stock is selling at 27x [----] consensus earnings (21x my [----] EPS). $TSLA stands alone. @elonmusk"
X Link 2022-12-17T16:19Z 558.2K followers, 289.9K engagements
"Some $TSLA bulls just feel the need to personally attack other $TSLA bulls. Insecurity Jealousy Debate is healthy. The personal attacks have to stop"
X Link 2022-12-18T02:17Z 558.2K followers, 401K engagements
"@elonmusk Thank you for putting this to a vote @elonmusk"
X Link 2022-12-19T00:07Z 558.2K followers, 788.8K engagements
"@elonmusk @GerberKawasaki Elon - you cant compare a very short duration bank account with long duration $TSLA stock. The proper compare is the 10yrTY which has dropped from 3.92% to 3.65% today. Since you closed on TWTR TSLA -38% vs NDX -1%. If it was all int rates NDX would be down a similar amount"
X Link 2022-12-20T20:58Z 558.2K followers, 339.7K engagements
"It takes a lot for me to block someone. If you accuse me of spreading FUD (we dont; we try to explain how the market is interpreting data and news) or accuse us of bashing @elonmusk (why would we TSLA is our largest position) or attack me personally I will block you"
X Link 2022-12-22T19:31Z 558.2K followers, 301.7K engagements
"Merry Christmas to everyone and their families. Lets all be thankful for what we have and look forward to an amazing 2023"
X Link 2022-12-24T20:59Z 558.2K followers, 188.3K engagements
"The attacks of $TSLA bulls on other bulls has to stop. $TSLAQ is the only one who benefits from this and they are laughing all the way to the bank. There is some warped belief that if youre a TSLA bull you have no right to criticize anything mgmt says or does. Cmon get real"
X Link 2022-12-25T20:24Z 558.2K followers, 395.4K engagements
"@elonmusk @ElGrecoSF Advertisers will be lined up to come back after that response"
X Link 2022-12-28T12:30Z 558.2K followers, 411.6K engagements
"@elonmusk has single-handedly transformed the auto industry to go electric. He has pushed $TSLA into all market segments (Cybertruck Semi and M-$30K on deck). FSD is transforming self-driving. He attracts the best talent. We need Elon as $TSLA CEO to take us to $3T valuation"
X Link 2022-12-30T14:24Z 558.2K followers, 374.5K engagements
"$TSLA has to file a protest with the IRS for the inconsistencies in IRA EV cap - M-Y 5-seat and 7-seat are same size truck. Other 5-seat SUVs of similar or smaller size (VW ID.4 AWD Pro) have $80K cap. @MartinViecha - Model Y 185L x 75.5W x 64H - ID.4 AWD Pro 181L x 73W x 65H"
X Link 2023-01-01T17:28Z 558.2K followers, 410.9K engagements
"If analysts actually run the $TSLA volume/pricing/margin math theyll see these price cuts dont materially impact TSLAs valuation"
X Link 2023-01-13T15:38Z 558.2K followers, 541K engagements
"So much good news for $TSLA stock this week: - China Jan sales stronger than expected ($66K +18% vs Dec; NEV industry -45%) - All Model Y trims now eligible for $7500 EV credit; TSLA likely to adjust M-Y prices higher - @elonmusk found not liable in SFO funding secured trial"
X Link 2023-02-03T23:24Z 558.2K followers, 261.1K engagements
"$CELH (+8% AH) blew away 1Q Rev ($260M vs $219M E) and Adj EPS ests ($.40 vs $.20E) driven by increased North American distribution points as CELH transitioned further to Pepsis best-in-class distribution network. https://www.celsiusholdingsinc.com/wp-content/uploads/2023/05/Q123EarningsSuppDraftFINAL-REVIEW5.9.23.pdf https://www.celsiusholdingsinc.com/wp-content/uploads/2023/05/Q123EarningsSuppDraftFINAL-REVIEW5.9.23.pdf"
X Link 2023-05-09T21:06Z 558.2K followers, 49.9K engagements
"The three big takeaways from todays $TSLA Annual Mtg and live interview between @elonmusk and CNBCs David Faber: 1/ @elonmusk committed to try advertising which is hugely bullish since TSLA will add a second variable beside affordability to accelerate EV adoption. Weve long held the biggest $TSLA value driver is to educate the 90% of Americans who dont currently drive EVs why an EV. Elon appears to have realized EV adoption is not just about affordability. We were stuck by how loud the applause was today when Elon said well try advertising and see how it goes. 2/ Elon said it aint so"
X Link 2023-05-17T00:09Z 558.2K followers, 547.9K engagements
"TSLAs NVDA moment will be when everyone realizes megapacks is a $20B/year business (2023 Energy revs $10B). Well get a quarter where Energy revs explode due to megapack installs and $TSLA soars 10% or more"
X Link 2023-05-25T13:58Z 558.2K followers, 361K engagements
"Cry more $TSLAQ. Wait til Cybertruck delivs start"
X Link 2023-06-09T14:33Z 558.2K followers, 283.1K engagements
"My read on Zachs resignation: $TSLA has made him very wealthy and Zach likely told Elon it was time for him to move on and suggested he leave at year-end. Elon likely asked him to reconsider Zach reconsidered and told him he still wanted to leave Elon took it badly and said lets make it effective immediately. I dont see this as Zach disagreeing with Elons vision product or pricing strategy which have all been well telegraphed. @elonmusk @MartinViecha"
X Link 2023-08-07T14:27Z 558.2K followers, 1.4M engagements
"I talked to my $TSLA sales contact here in Chicago this morning. He told me M-Y RWD orders are huge and most buyers dont care about 0-60 taking [---] sec. The big questions are about range how long it takes to charge cost of charging and maintenance costs. He told me he gets almost no questions about autonomy"
X Link 2023-10-05T16:13Z 558.2K followers, 550.3K engagements
"$TSLA Cybertruck in Chicago store on Rush Street. Arrived this morning. Nothing else compares. This can provide massive halo effect to $TSLA sales in [----]. @MartinViecha @elonmusk"
X Link 2023-11-22T20:00Z 558.2K followers, 495.2K engagements
"When Cybertruck comes out next week it will be the biggest people magnet vehicle weve ever seen. Wherever Cybertruck goes people will surround it take selfies of themselves on it next to it and inside it and post them on social media for all the world to see. If you cant see that Cybertruck will spark a huge halo effect of interest in the entire $TSLA franchise unlike any vehicle weve seen in years you really dont have a clue about how social media works. @MartinViecha @elonmusk"
X Link 2023-11-23T14:26Z 558.2K followers, 328.1K engagements
"$TSLA halo effect. This isnt a line for the next iPhone this is a line forming for the Cybertruck https://t.co/i9l83Te53L This isnt a line for the next iPhone this is a line forming for the Cybertruck https://t.co/i9l83Te53L"
X Link 2023-11-25T23:39Z 558.2K followers, 596.4K engagements
"Merry Christmas to all $TSLA bulls"
X Link 2023-12-24T23:04Z 558.2K followers, 171.4K engagements
"Doesnt it feel better when $TSLA fights back A little PR goes a long way. Reuters published an article that leads with a wildly misleading headline and is riddled with incomplete and demonstrably incorrect information. This latest piece vaguely and nonsensically suggests there are thousands upon thousands of disgruntled Tesla customers. Its Reuters published an article that leads with a wildly misleading headline and is riddled with incomplete and demonstrably incorrect information. This latest piece vaguely and nonsensically suggests there are thousands upon thousands of disgruntled Tesla"
X Link 2023-12-27T22:04Z 558.2K followers, 267.3K engagements
"If the $TSLA board packaged together a path for Elon to get to 25% voting control with a multi-year buyback plan it would a win-win for Elon and $TSLA shareholders"
X Link 2024-01-16T17:55Z 558.2K followers, 295.9K engagements
"Lets be honest: Most WS analysts are used to being spoon-fed. And most CEOs hate providing guidance. They do it because their competitors do it. $TSLA not providing guidance just means WS has to do its own research which is how it should be anyway. @elonmusk is wired differently than most CEOs. TSLAs mission is to accelerate the worlds transition to sustainable energy. Providing WS guidance doesnt further that mission in any way. TSLAs 4Q results were actually better than WS expected stripping out accounting adjustments and non-cash tax rate changes going forward. Gross margins ex-reg credits"
X Link 2024-01-26T12:07Z 558.2K followers, 473.4K engagements
"Amazing that $TSLA Model Y an electric car with a starting price of $45K could be the best selling vehicle in the world in [----]. Congrats $TSLA team"
X Link 2024-01-30T12:23Z 558.2K followers, 215.1K engagements
"Outstanding BREAKING: Tesla shareholders have officially re-approved Elon Musk's [----] compensation package and approved Tesla's reincorporation to Texas according to @elonmusk. Let's goooooo https://t.co/BwbCKKr7PS BREAKING: Tesla shareholders have officially re-approved Elon Musk's [----] compensation package and approved Tesla's reincorporation to Texas according to @elonmusk. Let's goooooo https://t.co/BwbCKKr7PS"
X Link 2024-06-13T02:56Z 558.2K followers, 172.8K engagements
"Anyone short $TSLA needs to have their head examined. - EVs are a great business (15% EV adoption today going to 60% by 2030). - TSLA will launch a $25K vehicle in [----] significantly expanding its TAM. - TSLA will solve generalized autonomy first worth potentially $5T. - TSLA will use all its learnings from Robotaxi to launch Optimus robots which could by itself be worth $20-$25T market cap. Autonomous vehicles: 100M vehicles market x 10% share = 10M veh/year x $50K price $30K cost = $200B profit/year x 25x P/E = $5T value Optimus: Market demand for robots [--] billion per year TSLA captures 10%"
X Link 2024-07-02T21:56Z 558.2K followers, 695.4K engagements
"$RH missed on 2Q Revs ($899M vs $905M est) and Adj EPS ($2.93 vs $3.22 est) and guided to lower 3Q revs (+8-10% YoY vs +11% est) and FY26 revs (+9-11% YoY growth vs prior est of +10-13% YoY growth). Remarkably RH is down just -3% AH perhaps because mgmt blamed the FY Rev guidance cut on new tariffs that caused a seasonal catalogue to be delayed by [--] weeks so the company could finalize pricing which will cause $40M in revs to be pushed to next year. We expect $RH stock to trend lower after the earnings call which begins at 5pm ET. No position."
X Link 2025-09-11T21:04Z 558.2K followers, 33K engagements
"$TSLA bulls say it doesnt matter that TSLA Oct global volumes are down -30-35% YoY since the business is transitioning to unsupervised autonomy and humanoid robots. Thats a fools narrative with 70%+ TSLA profits from EVs. With EVs TSLA had first mover advantage and clearly had the best product on the market at a price that was also highly profitable. Nobody else except BYD has made money on EVs. TSLA bulls refuse to acknowledge that automous ride-sharing is a commodity business where TSLA is behind the Chinese manufacturers ( $BIDU $PONY and $WRD) who are already completing 450K paid fully"
X Link 2025-11-11T19:21Z 558.2K followers, 161.8K engagements
"Just suggesting that investors consider a risk scenario where $TSLA China delivs drop from 625K/year in [----] to 525K/year (15% haircut) in [----] which could cut TSLA earnings by $.20/share (100K x $37.5K ASP x 22% GM x (1-15% tax rate)/3.5B shares). At a 200x P/E that could be worth $40/share to $TSLA stock to the extent EV earnings still matter. https://twitter.com/i/web/status/2015938099428393381 https://twitter.com/i/web/status/2015938099428393381"
X Link 2026-01-27T00:01Z 558.2K followers, [----] engagements
"This has to be bullish. $tsla"
X Link 2022-01-19T09:07Z 558.2K followers, [----] engagements
"There appears to be a strong chance Austin opens next week. $tsla"
X Link 2022-02-18T19:55Z 558.2K followers, [----] engagements
"Its always better to have a friend than an enemy in the White House. Im glad to see @elonmusk taking proactive steps to fix his relationship with Biden. I still think an olive branch is to invite Biden a self-professed car guy to the GigaAustin opening party on 4/7. $tsla"
X Link 2022-02-23T16:48Z 558.2K followers, [----] engagements
"What Putin didnt count on: - Europeans united in banning Russia from SWIFT - Russian flights banned from Europe airspace - Russians emptying ATMs and protesting in streets - Russian tanks running out of gas & supplies - Kyiv and Kharkiv havent fallen - Zelensky still in charge"
X Link 2022-02-27T16:11Z 558.2K followers, [----] engagements
"@elonmusk $twtr https://www.newsweek.com/half-joe-biden-twitter-followers-are-fake-audit-elon-musk-1707244 https://www.newsweek.com/half-joe-biden-twitter-followers-are-fake-audit-elon-musk-1707244"
X Link 2022-05-18T07:19Z 558.2K followers, 22.9K engagements
"If Elon stops talking about autonomy until it works near flawlessly and focuses on his amazing existing businesses - EVs where TSLA dominates everyone (what competition) and Energy where profits just tripled and gross margins are now higher than on EVs - $TSLA stock would be higher. Imagine if Tim Cook said $AAPL is going to cut price on iPhones and make it up on cloud storage and Apple Music and other services - that would never happen. TSLA fundamentals are outstanding but that fact gets lost in all the noise. @MartinViecha"
X Link 2023-07-20T15:38Z 558.2K followers, 938.8K engagements
"When Cybertruck comes out in a few weeks it will be the biggest people magnet vehicle weve ever seen. Wherever Cybertruck goes people will surround it take selfies of themselves on it next to it and attached to it and post them on social media for all the world to see. If you cant see that Cybertruck will spark a huge halo effect of interest in the entire $TSLA franchise unlike any vehicle weve seen in years youre not thinking clearly. @MartinViecha @elonmusk"
X Link 2023-10-28T11:55Z 558.2K followers, 570.4K engagements
"I asked my $TSLA contacts in Chicago about Cybertruck pricing. No one is saying a word until after the 11/30 delivery event. I agree with @wholemars that @elonmusk wouldnt create a huge Cybertruck delivery event in Austin only to disappoint the crowd on price. Affordability is important. With that in mind I predict CT base prices as follows: - Single Motor $49990 - Dual Motor $59990 - Tri Motor $79990 Only the dual and tri-motor versions will be available initially. All trims will qualify for the $7500 EV credit that goes off-invoice starting 1/1"
X Link 2023-11-23T13:52Z 558.2K followers, 968.5K engagements
"Ive been wrong on $TSLA for three years now. TSLA has been my worst performing long during this time frame: down -19% vs +32% for NDX overall. On the positive side I got FSD right: That it would not to get to L4 for many years after Elon predicted FSD would drive itself and so I always assumed zero value for Robotaxi in my valuation. And FSD take rates have remained in the low teens even as FSD has improved significantly as a driver assist tool. I estimate FSD currently adds $.14/share to [----] eps assuming a 12.5% global take rate which is likely too rich. Where I was wrong was on sharply"
X Link 2024-02-22T00:40Z 558.2K followers, 417K engagements
"$TSLA - Wow"
X Link 2024-11-11T02:09Z 558.2K followers, 335.9K engagements
"Just after midnight President Trump said he would buy a new Tesla this morning to show his support for Elon Musk. Trumps endorsement could get millions of Republican supporters proud of Elons work on DOGE to follow Trumps lead. Thank you President @realDonaldTrump https://t.co/3kqZObTixi Thank you President @realDonaldTrump https://t.co/3kqZObTixi"
X Link 2025-03-11T09:52Z 558.2K followers, 210.4K engagements
"@teslayoda SU7 is directly targeted at $TSLA model [--]. Im not sure why other $XIACY models are relevant"
X Link 2026-01-26T20:57Z 558.2K followers, [---] engagements
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