[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Snowball_Equity](/creator/twitter/Snowball_Equity) "Elon is so bullish on Robotaxi today. $TSLA reacting nicely as we kick off earnings week. Speaking of $TSLA earnings: I fully expect pretty disappointing financial results Wednesday after the bell. Like the deliveries number I believe this is largely priced in and the stock will continue to move on commentary surrounding robotaxi scaling and real world AI in addition to an update on more affordable models that have the now infamous tagline of starting production by 1H 2025"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1947090194760646768) 2025-07-21 00:24:12 UTC XX followers, XXX engagements "Portfolio Update Week of 7/13: Total Value of $95941 after a week that included a $XXX infusion and $XXX received in $MO dividends. Portfolio Holdings remain: X - $TSLA - XX% X - $MO - XX% X - $CELH - XX% X - $AMD - XX% X - $HTGC - XX% X - $SBUX - X% X - $UNH - X% X - $NKE - X% Cash remaining 1%"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1944528722910126080) 2025-07-13 22:45:49 UTC XX followers, XXX engagements "@m23nyc It feels like $META X years ago where the sky is falling but in reality its just a cash printing machine that only prints cash"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948388359480512754) 2025-07-24 14:22:38 UTC XX followers, XX engagements "$CMG Reported a bit of a stinker on the top line in Q2 Earnings: SRS -X% Miss on Revenue: $3.06B vs est $3.11B❌ X% total revenue growth with opening XX restaurants in the quarter. Stock down over X% AH and I think it is tough to own at a 40+ PE multiple with dissipating SRS growth"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948133573875081276) 2025-07-23 21:30:13 UTC XX followers, XX engagements "$CELH INITIATED AT BUY AT CITI AT $XX TARGET $CELH up XXX% in the premarket. This is one of several upgrades / price targets raised in the last month"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1947987514213487042) 2025-07-23 11:49:49 UTC XX followers, XX engagements "$HGTC - Has outperformed $SPX the last month as interest rates have ticked higher and it became more apparent the FED will not be cutting rates. $HTGC is a private creditor with most of its loan book containing variable rates. Fed cutting would have led to lower interest income hence the price action"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1946243949645168647) 2025-07-18 16:21:31 UTC XX followers, XX engagements "@TeslaBoomerPapa Yawn Weiss went basically all in on $MRNA at XXX lmfao"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1947360423725989953) 2025-07-21 18:17:59 UTC XX followers, XXX engagements "Is $TLSA more likely to be trading at $XXX or $XXX after todays earnings call"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948080178728476950) 2025-07-23 17:58:02 UTC XX followers, XX engagements "@daveydo2000 @WholeMarsBlog Yeah I love using FSD and would pay $XX a month but there is a hurdle there where it is at least a third of your actual car payment each month. Maybe a usage feature that charges per mile driven But I dont think that would be well received"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948172408910991645) 2025-07-24 00:04:32 UTC XX followers, 12.4K engagements "$UNH - X% holding formally acknowledged it is facing a DOJ investigation over Medicare billing. This is largely priced in I believe but the depth of how far this goes can push the stock lower. Regardless $UNH is in good shape over the next X years but further uncertainty remains that will hopefully start to be cleared next week during the call"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948380905698971913) 2025-07-24 13:53:01 UTC XX followers, XXX engagements "$TSLA is a XX% position in the portfolio and I continue to plan on holding my shares through this AI revolution"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1947090198853996824) 2025-07-21 00:24:13 UTC XX followers, XX engagements "$CMG - Down XX% late into trading Thursday following earnings with a pretty horrendous SRS Number of -X% YoY. Company is a cash machine at this point and at its current $65Bn market cap (near XX week lows) has a FCF yield of 3%. We also saw Op Margin compress as a result of losing leverage at restaurant sites. $CMG is still building restaurants aggressively with the updated outlook ranging from XXX to XXX new restaurants this year"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948459692063424815) 2025-07-24 19:06:05 UTC XX followers, XX engagements "No Im saying that at $XXX a month a lot of people arent going to pay for supervised or be incentivized to try it. If your car payment is $XXX a month not including insurance charging registration and everything else. $XX a month would see a serious increase in the take rate Id imagine that can long term convert to a higher monthly rate. This is about getting people to try it and make it a product they HAVE to have in their day to day"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948174089908085022) 2025-07-24 00:11:13 UTC XX followers, XX engagements "@CindySMBS @WholeMarsBlog @daveydo2000 It is a mind-blowing product and $TSLA should be getting as many people addicted to it as possible"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948176336721215713) 2025-07-24 00:20:08 UTC XX followers, XXX engagements "Their G&A is way too high as a % of revenue and it is killing them. I think if they cut G&A and you see restaurant margin improve from further automation the stock has pop potential. But with bad SRS in Q1 and $CMG down X in Q2 it doesnt look great from a risk reward perspective for me"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948466981742469218) 2025-07-24 19:35:03 UTC XX followers, XX engagements "@TomerHacohen 🎯 The long-term 5+ year $TSLA thesis and Outlook has never looked so obtainable"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948463351715049489) 2025-07-24 19:20:38 UTC XX followers, 1778 engagements "Other brands like $CAVA $SG $SBUX are down 5-11% off of this $CMG report as well. A stock I think may continue to be in trouble is $SG which was having SRS issues in Q1 and the company is not currently profitable. I did a deep dive on $SG last month and had a hard time justifying the stock price even today"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948459696618090904) 2025-07-24 19:06:06 UTC XX followers, XXX engagements "$TSLA Down X% at midday trading following mixed results and a not too well received earnings call. Elon & Co provided some optimistic robotaxi expectations surrounding expansion with the most notable being extended expansion of Austins service area in a few weeks and that half the US population will be in range of a robotaxi by end of year. (Feels incredible optimistic here considering it is almost August). What really turned the stock red after hours during the call was Elon went out of his way to say that there may be a rough few quarters coming up before there is material financial impact"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948416713713680843) 2025-07-24 16:15:19 UTC XX followers, XX engagements "@MillinBear @WholeMarsBlog @daveydo2000 Would love that. I frankly only drive 4-5k miles a year and the XXX a month is just not worth it for supervised in my situation. I would imagine that those who already bought would be grandfathered in to unlimited mileage"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948177329798119663) 2025-07-24 00:24:05 UTC XX followers, XX engagements "Definitely could have worded it better. But if you have a $XXX car payment or lease payment (like many) not including insurance or anything else a $XXX FSD subscription is as much as a third of the payment. A lot of people obviously have much higher payments but my point is its just expensive when you are looking at it from the perspective of converting skeptics to try FSD especially supervised"  [@Snowball_Equity](/creator/x/Snowball_Equity) on [X](/post/tweet/1948180322648048029) 2025-07-24 00:35:59 UTC XX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Snowball_Equity
"Elon is so bullish on Robotaxi today. $TSLA reacting nicely as we kick off earnings week. Speaking of $TSLA earnings: I fully expect pretty disappointing financial results Wednesday after the bell. Like the deliveries number I believe this is largely priced in and the stock will continue to move on commentary surrounding robotaxi scaling and real world AI in addition to an update on more affordable models that have the now infamous tagline of starting production by 1H 2025"
@Snowball_Equity on X 2025-07-21 00:24:12 UTC XX followers, XXX engagements
"Portfolio Update Week of 7/13: Total Value of $95941 after a week that included a $XXX infusion and $XXX received in $MO dividends. Portfolio Holdings remain: X - $TSLA - XX% X - $MO - XX% X - $CELH - XX% X - $AMD - XX% X - $HTGC - XX% X - $SBUX - X% X - $UNH - X% X - $NKE - X% Cash remaining 1%" @Snowball_Equity on X 2025-07-13 22:45:49 UTC XX followers, XXX engagements
"@m23nyc It feels like $META X years ago where the sky is falling but in reality its just a cash printing machine that only prints cash" @Snowball_Equity on X 2025-07-24 14:22:38 UTC XX followers, XX engagements
"$CMG Reported a bit of a stinker on the top line in Q2 Earnings: SRS -X% Miss on Revenue: $3.06B vs est $3.11B❌ X% total revenue growth with opening XX restaurants in the quarter. Stock down over X% AH and I think it is tough to own at a 40+ PE multiple with dissipating SRS growth" @Snowball_Equity on X 2025-07-23 21:30:13 UTC XX followers, XX engagements
"$CELH INITIATED AT BUY AT CITI AT $XX TARGET $CELH up XXX% in the premarket. This is one of several upgrades / price targets raised in the last month" @Snowball_Equity on X 2025-07-23 11:49:49 UTC XX followers, XX engagements
"$HGTC - Has outperformed $SPX the last month as interest rates have ticked higher and it became more apparent the FED will not be cutting rates. $HTGC is a private creditor with most of its loan book containing variable rates. Fed cutting would have led to lower interest income hence the price action" @Snowball_Equity on X 2025-07-18 16:21:31 UTC XX followers, XX engagements
"@TeslaBoomerPapa Yawn Weiss went basically all in on $MRNA at XXX lmfao" @Snowball_Equity on X 2025-07-21 18:17:59 UTC XX followers, XXX engagements
"Is $TLSA more likely to be trading at $XXX or $XXX after todays earnings call" @Snowball_Equity on X 2025-07-23 17:58:02 UTC XX followers, XX engagements
"@daveydo2000 @WholeMarsBlog Yeah I love using FSD and would pay $XX a month but there is a hurdle there where it is at least a third of your actual car payment each month. Maybe a usage feature that charges per mile driven But I dont think that would be well received" @Snowball_Equity on X 2025-07-24 00:04:32 UTC XX followers, 12.4K engagements
"$UNH - X% holding formally acknowledged it is facing a DOJ investigation over Medicare billing. This is largely priced in I believe but the depth of how far this goes can push the stock lower. Regardless $UNH is in good shape over the next X years but further uncertainty remains that will hopefully start to be cleared next week during the call" @Snowball_Equity on X 2025-07-24 13:53:01 UTC XX followers, XXX engagements
"$TSLA is a XX% position in the portfolio and I continue to plan on holding my shares through this AI revolution" @Snowball_Equity on X 2025-07-21 00:24:13 UTC XX followers, XX engagements
"$CMG - Down XX% late into trading Thursday following earnings with a pretty horrendous SRS Number of -X% YoY. Company is a cash machine at this point and at its current $65Bn market cap (near XX week lows) has a FCF yield of 3%. We also saw Op Margin compress as a result of losing leverage at restaurant sites. $CMG is still building restaurants aggressively with the updated outlook ranging from XXX to XXX new restaurants this year" @Snowball_Equity on X 2025-07-24 19:06:05 UTC XX followers, XX engagements
"No Im saying that at $XXX a month a lot of people arent going to pay for supervised or be incentivized to try it. If your car payment is $XXX a month not including insurance charging registration and everything else. $XX a month would see a serious increase in the take rate Id imagine that can long term convert to a higher monthly rate. This is about getting people to try it and make it a product they HAVE to have in their day to day" @Snowball_Equity on X 2025-07-24 00:11:13 UTC XX followers, XX engagements
"@CindySMBS @WholeMarsBlog @daveydo2000 It is a mind-blowing product and $TSLA should be getting as many people addicted to it as possible" @Snowball_Equity on X 2025-07-24 00:20:08 UTC XX followers, XXX engagements
"Their G&A is way too high as a % of revenue and it is killing them. I think if they cut G&A and you see restaurant margin improve from further automation the stock has pop potential. But with bad SRS in Q1 and $CMG down X in Q2 it doesnt look great from a risk reward perspective for me" @Snowball_Equity on X 2025-07-24 19:35:03 UTC XX followers, XX engagements
"@TomerHacohen 🎯 The long-term 5+ year $TSLA thesis and Outlook has never looked so obtainable" @Snowball_Equity on X 2025-07-24 19:20:38 UTC XX followers, 1778 engagements
"Other brands like $CAVA $SG $SBUX are down 5-11% off of this $CMG report as well. A stock I think may continue to be in trouble is $SG which was having SRS issues in Q1 and the company is not currently profitable. I did a deep dive on $SG last month and had a hard time justifying the stock price even today" @Snowball_Equity on X 2025-07-24 19:06:06 UTC XX followers, XXX engagements
"$TSLA Down X% at midday trading following mixed results and a not too well received earnings call. Elon & Co provided some optimistic robotaxi expectations surrounding expansion with the most notable being extended expansion of Austins service area in a few weeks and that half the US population will be in range of a robotaxi by end of year. (Feels incredible optimistic here considering it is almost August). What really turned the stock red after hours during the call was Elon went out of his way to say that there may be a rough few quarters coming up before there is material financial impact" @Snowball_Equity on X 2025-07-24 16:15:19 UTC XX followers, XX engagements
"@MillinBear @WholeMarsBlog @daveydo2000 Would love that. I frankly only drive 4-5k miles a year and the XXX a month is just not worth it for supervised in my situation. I would imagine that those who already bought would be grandfathered in to unlimited mileage" @Snowball_Equity on X 2025-07-24 00:24:05 UTC XX followers, XX engagements
"Definitely could have worded it better. But if you have a $XXX car payment or lease payment (like many) not including insurance or anything else a $XXX FSD subscription is as much as a third of the payment. A lot of people obviously have much higher payments but my point is its just expensive when you are looking at it from the perspective of converting skeptics to try FSD especially supervised" @Snowball_Equity on X 2025-07-24 00:35:59 UTC XX followers, XX engagements