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[@garyblack00](/creator/twitter/garyblack00)
"In early Jan $TSLA M-Y was $65990. Today its $49900. After the $7500 EV credit the new cost is $42400 or XX% lower. Why isnt TSLA demand elasticity higher"  
[X Link](https://x.com/garyblack00/status/1649138631007764481) [@garyblack00](/creator/x/garyblack00) 2023-04-20T19:51Z 539.2K followers, 296.4K engagements


"In todays pre-mkt summary for Subscribers: Traders await Jay Powells Jackson Hole speech tomorrow; Xiaomi (1810 HK) surged +9% after its EV unit delivered 2Q auto gross margins of XXXX% well ahead of expectations; $BIDU Apollo robotaxi offered 899K rides in 2Q +26% YoY now XXX% driverless in Wuhan expects to be breakeven in Wuhan in 2025; $TSLA likely to remain in recent $200-$250 range until Oct XX robotaxi event"  
[X Link](https://x.com/garyblack00/status/1826566580861358326) [@garyblack00](/creator/x/garyblack00) 2024-08-22T10:26Z 539.1K followers, 32.5K engagements


"$BYDDY -XXX% in Asia (1211 HK) after announcing temporary price cuts on XX different EV models within its Dynasty and Ocean franchises that will run through June XX. The price cuts range from 6-20% and will likely be matched by Chinese EV competitors. This could weigh down $TSLA when it resumes trading Tuesday although SPX and NDX futures were +1% on Trumps decision to extend a proposed XX% increase in EU tariffs until July X. We view Elons announcement that he will return 24/7 to $TSLA X and xAI as a non-event since it wont likely change TSLAs declining delivery trajectory (FY25 WS"  
[X Link](https://x.com/garyblack00/status/1926863139594817712) [@garyblack00](/creator/x/garyblack00) 2025-05-26T04:49Z 539.1K followers, 230.4K engagements


"$UBER continues to hit new highs as $TSLA struggles. YTD $UBER is now +58% vs $TSLA -18%. Since TSLAs Austin robotaxi unveil on 6/22 $UBER +12% vs $TSLA -6%. Investors continue to take the view that UBERs partnerships with Waymo and other autonomous players will accelerate UBER TAM as drivers are removed from cars reducing cost per mile while TSLAs nascent robotaxis continue to require a safety monitor in every vehicle at least initially. A recent report from Atlanta highlighted a new trend where UBER passengers are reportedly canceling multiple rides with human drivers in an effort to be"  
[X Link](https://x.com/garyblack00/status/1957923409020453346) [@garyblack00](/creator/x/garyblack00) 2025-08-19T21:51Z 539.2K followers, 150.7K engagements


"Its hard to get behind $ORCL after yesterdays +36% move on a tripling in RPO to $455B (vs $149B est). A handful of large cloud customers with AI roots accounted for the surging backlog including OpenAI and xAI. The normally conservative Oracle CFO gave aggressive Cloud Infrastructure rev forecasts based on this rapidly expanding backlog including $18B in 2026 growing to $144B by 2030 (vs $124B est). If this is all too much for a software company that now trades at a FY26 P/E of 45x (vs 5-year avg forward P/E = 20x) and vs 5-year forward EPS growth of +24% youre not alone"  
[X Link](https://x.com/garyblack00/status/1966204450898432111) [@garyblack00](/creator/x/garyblack00) 2025-09-11T18:17Z 539K followers, 50K engagements


"I agree with @bradsferguson that $TSLA should use its $XX billion in excess cash to buy back stock rather than let it build up as more excess cash. Those who say TSLA should re-invest its cash organically (robotaxi humanoid robots) are also correct but thats irrelevant since were talking about what to do with TSLAs EXCESS cash after all internal investments have been fully satisfied. Financial theory tells you there are only five things a company can do with EXCESS cash: Pay down debt pay dividends buy back stock make acquisitions or let cash build up (see William Priests excellent book Free"  
[X Link](https://x.com/garyblack00/status/1968976187926925696) [@garyblack00](/creator/x/garyblack00) 2025-09-19T09:51Z 538.9K followers, 51.1K engagements


"For $5000 less you get lower battery range less acceleration cloth seats no exterior light bars smaller wheels no 2nd row touch screen and cheaper sound system. And they covered up the glass sunroof The sub-$40K price may get buyers into the stores but I dont see these selling. $TSLA"  
[X Link](https://x.com/garyblack00/status/1975647859216150658) [@garyblack00](/creator/x/garyblack00) 2025-10-07T19:42Z 538.8K followers, 426.4K engagements


"Thats BS on multiple levels. We exited $TSLA in May at $XXX. Since then TSLA +19% Mag X +24% and $NVDA (our largest position) is +36%. Even when we owned TSLA we were negative about the more affordable strategy clearly under wraps since it was obvious then there was no new form factor and Elon would against just cut price to try to stimulate more volume. In 2023-2024 when we owned TSLA we were critical of the price cutting strategy that got TSLA zero incremental volume. We call them as we see them regardless"  
[X Link](https://x.com/garyblack00/status/1975686002028257736) [@garyblack00](/creator/x/garyblack00) 2025-10-07T22:13Z 539.2K followers, XXX engagements


"$TSLA s new more affordable M-3 and M-Y are unlikely to move the needle on TSLA sales since at $36990 and $39990 respectively they are priced higher than the premium versions before Sept XX including the $7500 EV credit. All the talk by TSLA social media influencers about 10-15% higher TAMs is pure nonsense since these vehicles are not new form factors or new models that expand TAM in any sense; they are cheaper trims of the existing models with big sacrifices to range performance exterior aesthetics and interior features (no glass sunroof no rear display cloth seats no AM/FM radio no ambient"  
[X Link](https://x.com/garyblack00/status/1975882038021443991) [@garyblack00](/creator/x/garyblack00) 2025-10-08T11:12Z 538.9K followers, 62.5K engagements


"2/ There is a direct correlation between declining EPS and valuation. By definition when future earnings ests come down valuation (and stock price) drops. Over the past year $TSLA FY2025 -FY2028 EPS estimates have dropped significantly as TSLA EV delivery estimates have been slashed. FY25 eps ests are down -XX% over the past year FY26 eps ests are down -XX% vs a year ago and FY28 eps ests are down -XX% from a year ago"  
[X Link](https://x.com/garyblack00/status/1978102635409346748) [@garyblack00](/creator/x/garyblack00) 2025-10-14T14:16Z 538.9K followers, 10.3K engagements


"TSLAs new more affordable vehicles are not new models or form factors - theyre cheaper trims with trade-offs vs higher-priced trims so by definition do not create new TAM. According to my industry sources TSLAs new more affordable vehicles are unlikely to add incremental volume as the give-ups by customers to save $5000 (lower range slower acceleration exterior not as stylish fewer interior aesthetics) will simply cannibalize higher-priced trims. Nearly every person I spoke with told me the below-$40K price would bring potential buyers in the door and then TSLA salespeople will try to up-sell"  
[X Link](https://x.com/garyblack00/status/1976923315966013501) [@garyblack00](/creator/x/garyblack00) 2025-10-11T08:10Z 539.2K followers, 43.3K engagements


"To grow its business $TSLA needs to invest in great marketing. TSLA has the best product but the product wont just sell itself. And social influencers posting videos of vehicles driving themselves on X is not great marketing since it reaches audiences who already own Teslas"  
[X Link](https://x.com/garyblack00/status/1976923504852537531) [@garyblack00](/creator/x/garyblack00) 2025-10-11T08:11Z 539.2K followers, 73.3K engagements


"First eVTOL ads Ive seen for $JOBY / $DAL partnership"  
[X Link](https://x.com/garyblack00/status/1978785372348776819) [@garyblack00](/creator/x/garyblack00) 2025-10-16T11:29Z 539.2K followers, 13K engagements


"I know many are bulled up about $TSLA going into 3Q earnings and the annual meeting but Im still not certain Elon will answer the important question about when the safety monitor will come out of robotaxis to make them truly unsupervised autonomy on par with Waymo Zoox and Baidu in China. Until that happens TSLA is still supervised autonomy and shouldnt trade at a 177x P/E on 2026 EPS. Meanwhile the disconnect between TSLA earnings revisions and TSLA stock price continues"  
[X Link](https://x.com/garyblack00/status/1978939040142627313) [@garyblack00](/creator/x/garyblack00) 2025-10-16T21:40Z 539.2K followers, 49.9K engagements


"In todays pre-mkt summary for Subscribers: Stocks extended declines as doubts over the credit health of regional US banks drove traders to reduce risk. Gold and bonds were major beneficiaries as investors rushed for havens; $NVDA and $TSLA remained weak as investors fretted about a speculative bubble in AI-related names; $LLY and $NVO fell after President Trump said blockbuster GLP-1 weight loss drugs could come down to $150/month out of pocket from $1000/month today"  
[X Link](https://x.com/garyblack00/status/1979104739653497252) [@garyblack00](/creator/x/garyblack00) 2025-10-17T08:38Z 539.2K followers, 28.5K engagements


"@RussRiop lol. not sure how Ive missed the boat on $TSLA. YTD: $TSLA +9% Mag X +18% $NVDA +36%"  
[X Link](https://x.com/garyblack00/status/1980080238504951965) [@garyblack00](/creator/x/garyblack00) 2025-10-20T01:14Z 539.2K followers, 1535 engagements


"$NFLX (-6% AH) achieved 3Q rev guidance but missed on 3Q operating profit guidance because of a Brazilian tax dispute for 2022-2025 they had not forecasted. Absent what looks to be a largely one-time past tax dispute (20% applies to 2025) they would have beat on Rev OP and EPS metrics"  
[X Link](https://x.com/garyblack00/status/1980730068709306869) [@garyblack00](/creator/x/garyblack00) 2025-10-21T20:17Z 539.2K followers, 28.3K engagements


"@Teslaconomics You dont get portfolio management. Since we exited $TSLA on 5/28 SPX and NDX both +12%. So far our exit decision has been positive for our investors since TSLA would have to be above $XXX for us to regret our exit given reinvestment of proceeds"  
[X Link](https://x.com/garyblack00/status/1966470335332598135) [@garyblack00](/creator/x/garyblack00) 2025-09-12T11:53Z 539.2K followers, 79.2K 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/1953901411755757624) [@garyblack00](/creator/x/garyblack00) 2025-08-08T19:29Z 539.2K followers, 433.5K engagements


"Lets not kid ourselves: $TSLA has been strong the past few days NOT because of progress on robotaxi but because every hedge fund has come to the realization that $TSLA will crush 3Q delivery estimates in two weeks (my 3Q deliv est 470K vs WS est 432K) as a result of buyers trying to get in front of the expiring $7500 EV credit on 9/30 as volume is pulled forward from 4Q. This will very likely reverse in 4Q and we expect FY25 delivs will be down -XX% YoY. Year-to-date $TSLA stock is still down -X% vs S&P500 +12% and NDX +15%. The two key TSLA investment controversies remain: 1/ Will the new"  
[X Link](https://x.com/garyblack00/status/1966850717127184739) [@garyblack00](/creator/x/garyblack00) 2025-09-13T13:05Z 539.2K followers, 178.4K engagements


"Many $TSLA investors on X confuse valuation discipline with trading. Every sophisticated investor I know has a valuation estimate for each stock in their portfolio. When the price exceeds that sell valuation they trim or exit. When the price falls below their buy valuation (normally a price that offers a 2:1 risk-adjusted upside/downside) they tend to buy. Thats the institutional mindset. Price relative to value matters"  
[X Link](https://x.com/garyblack00/status/1978017303615648156) [@garyblack00](/creator/x/garyblack00) 2025-10-14T08:37Z 539.2K followers, 73.8K engagements


"In todays pre-mkt summary for Subscribers: Strong 3Q earnings/guidance from banks $ASML and $LVMH combined with increased conviction about another Fed rate cut on Oct XX have reignited investors risk appetite; 10yrTY seem likely to break below the XXX% barrier in the next few weeks as labor markets remain soft; stocks likely to price in a high probability of a U.S./China trade deal over the next few weeks; US govt shutdown enters its 15th day with no resolution in sight and investors apathetic; $TSLA continues to underperform broader benchmarks YTD as FY26-FY30 earnings ests come down and it"  
[X Link](https://x.com/garyblack00/status/1978388400680935534) [@garyblack00](/creator/x/garyblack00) 2025-10-15T09:12Z 539.2K followers, 22.5K engagements


"This is what I posted to my subscribers at 5am CT today. Subscribers only - Wed Oct XX pre-mkt: Global stocks rallied (SPX +0.5% NDX +0.7%) as strong earnings from ASML and banks and optimism about Fed interest-rate cuts reignited risk appetite. 10yrTY XXXX% -1.9bp. #btc $113.0K +0.1%. Gold futures +1.7% to $4234/oz. Brent crude -XXX% to $62.3/bbl. $NVDA +2.2% pre-mkt to $XXX after falling -XXX% yesterday. $TSLA +1.4% to $XXX after falling -XXX% yesterday. $ASML Holding NV +3.3% pre-mkt after posting stronger-than-expected third quarter orders and said 2026 sales would be at least on par with"  
[X Link](https://x.com/garyblack00/status/1978467333266870749) [@garyblack00](/creator/x/garyblack00) 2025-10-15T14:25Z 539.2K followers, 21K engagements


"Attorneys representing $TSLA and CEO Elon Musk argued in Delaware Supreme Court yesterday that the court should overturn a January 2024 Chancery Court decision that rescinded Musk's $XX billion pay package after the judge ruled the pay process didn't fully inform TSLA shareholders and was shaped by board members beholden to Musk. TSLA shareholders twice overwhelmingly approved the 2018 pay package including once in June 2024 after the court voided the pay package. We expect the DE Supreme Court to overturn the DE Chancery judges 2024 ruling. A decision is expected before year-end"  
[X Link](https://x.com/garyblack00/status/1978777201655927177) [@garyblack00](/creator/x/garyblack00) 2025-10-16T10:57Z 539.2K followers, 72K engagements


"Here is $TSLA 3Q IR-compiled consensus for next Wed 10/22 earnings. While Elon has every incentive to be as bullish as possible in front of the 11/6 Annual Meeting WS consensus Adj EPS of $.59 has been marked up considerably from the $.49 consensus on 9/30 before the big 3Q delivery beat. That said there are many levers TSLA can use to manufacture an earnings beat (Reg credit sales SG&A Other inc./exp. tax rate) if TSLA wants to. Elons forward comments on timing of removal of safety monitors and expansion of robotaxi to other states can also boost the stock and cement support for approval of"  
[X Link](https://x.com/garyblack00/status/1979344641792070086) [@garyblack00](/creator/x/garyblack00) 2025-10-18T00:31Z 539.2K followers, 122.5K engagements


"@golazzo3 I try to buy low sell high. I have zero interest in buying $TSLA up here at $XXX vs my TSLA valuation of $310"  
[X Link](https://x.com/garyblack00/status/1979351867353371009) [@garyblack00](/creator/x/garyblack00) 2025-10-18T01:00Z 539.2K followers, 2803 engagements


"In a sign of continuing strong demand $TSLA China reported 16.5K insured registrations for the week of Oct XX to XX. This was the highest 3rd week of a quarter ever and highest week of the quarter so far. After X weeks the 4th quarter is +20.7% QoQ and +39.6% YoY. Source: @piloly"  
[X Link](https://x.com/garyblack00/status/1980509007107244354) [@garyblack00](/creator/x/garyblack00) 2025-10-21T05:38Z 539.2K followers, 53.2K engagements


"Re-posting. I expect a bullish Elon on Wednesdays $TSLA earnings call in front of the Annual Meeting vote on Elons new comp plan in two weeks (11/6). We expect overwhelming (70-75%) approval for Elons new comp plan at the Annual Meeting"  
[X Link](https://x.com/garyblack00/status/1980568624621580307) [@garyblack00](/creator/x/garyblack00) 2025-10-21T09:35Z 539.2K followers, 8692 engagements


"$NFLX continues to move up (+0.4% pre-mkt +3.3% yesterday) in front of likely strong 3Q earnings after market close today as a result of growing advertising sales excellent 3Q content and foreign currency tailwinds. Two monster hits sent viewing higher in the 3Q: KPop Demon Hunters and Squid Game X. They were released late in June and drove strong audience engagement into the 3rd quarter"  
[X Link](https://x.com/garyblack00/status/1980571892068041029) [@garyblack00](/creator/x/garyblack00) 2025-10-21T09:48Z 539.2K followers, 12.7K engagements


"Re-posting. I expect a bullish @elonmusk on Wednesdays $TSLA earnings call in front of the Annual Meeting vote on Elons new comp plan in two weeks (11/6). We expect overwhelming (70-75%) approval for Elons new comp plan at the Annual Meeting"  
[X Link](https://x.com/garyblack00/status/1980573135931048148) [@garyblack00](/creator/x/garyblack00) 2025-10-21T09:53Z 539.2K followers, 96.7K engagements


"$TSLA 3Q earnings call questions are actually very good for once. I still see next Wednesdays earnings report as a non-catalyst (WS consensus Adj EPS $XXXX up +$.04 since 3Q deliveries posted; auto gross margin ex-ZEV 15.4%) but if answered the questions can give us a good view of the road ahead"  
[X Link](https://x.com/garyblack00/status/1978908453641822512) [@garyblack00](/creator/x/garyblack00) 2025-10-16T19:38Z 539.2K followers, 70.2K engagements


"My $TSLA 3Q Adj EPS est is $.64 above WS 3Q consensus adj eps of $.59 likely because my auto gross margin ex-reg credits est is XXXX% vs WS est of 15.4%. @piloly @CuriousPejjy"  
[X Link](https://x.com/garyblack00/status/1980758662156001506) [@garyblack00](/creator/x/garyblack00) 2025-10-21T22:10Z 539.2K followers, 7752 engagements