[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.] #  @garyblack00 Gary Black Gary Black posts on X about $tsla, tesla, eps, $uber the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1161703589942878208/interactions)  - X Week XXXXXXXXX +103% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +62% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1161703589942878208/posts_active)  - X Week XX +34% - X Month XXX +7.70% - X Months XXX -XXXX% - X Year XXXXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::1161703589942878208/followers)  - X Week XXXXXXX +0.33% - X Month XXXXXXX +1.30% - X Months XXXXXXX +8.70% - X Year XXXXXXX +20% ### CreatorRank: XXXXXX [#](/creator/twitter::1161703589942878208/influencer_rank)  ### Social Influence [#](/creator/twitter::1161703589942878208/influence) --- **Social category influence** [stocks](/list/stocks) #803 [automotive brands](/list/automotive-brands) #406 [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [celebrities](/list/celebrities) XXXX% [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% [events](/list/events) XXXX% **Social topic influence** [$tsla](/topic/$tsla) #3, [tesla](/topic/tesla) #33, [eps](/topic/eps) #291, [$uber](/topic/$uber) #30, [told](/topic/told) #130, [china](/topic/china) #1631, [elons](/topic/elons) 1.54%, [elon musk](/topic/elon-musk) #640, [happened](/topic/happened) 1.54%, [market cap](/topic/market-cap) XXXX% **Top accounts mentioned or mentioned by** [@cyber_trailer](/creator/undefined) [@teslaboomermama](/creator/undefined) [@alialagheband](/creator/undefined) [@thejefflutz](/creator/undefined) [@talesftf](/creator/undefined) [@garyandthe62949](/creator/undefined) [@grok](/creator/undefined) [@algotrendies](/creator/undefined) [@thomasd93551983](/creator/undefined) [@deanorousselle](/creator/undefined) [@farzyness](/creator/undefined) [@freshjiva](/creator/undefined) [@putnam1421](/creator/undefined) [@volo3000](/creator/undefined) [@juanmsantos17](/creator/undefined) [@piloly](/creator/undefined) [@tacosdetony](/creator/undefined) [@axdf8768](/creator/undefined) [@android_actions](/creator/undefined) [@pbtyrrell](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Apple, Inc. (AAPL)](/topic/$aapl) [Netflix Inc (NFLX)](/topic/$nflx) [Artificial Intelligence (AI4)](/topic/$ai4) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [On Holding AG (ONON)](/topic/$onon) ### Top Social Posts [#](/creator/twitter::1161703589942878208/posts) --- Top posts by engagements in the last XX hours "$TSLA 2Q earnings are due next Wed 7/23. X of the past X TSLA earnings releases have been met with positive surprise - not because of great numbers (earnings have pretty much sucked - see below) but because of managements upbeat commentary about unsupervised autonomy. This quarter is likely to be no different with Elon likely to talk up the Austin robotaxi experience and serve up likely expansion to Arizona and California regulators permitting. The one downer may be an announcement about the new more affordable model which is likely to be a stripped down version of Model Y which absent a new"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1946278352773403115) 2025-07-18 18:38:14 UTC 521.6K followers, 65.6K engagements "Per Grok: Trump cant just fire Fed Chair Powell. The Federal Reserve Act of 1913 stipulates that members of the Feds Board of Governors including the chair can only be removed for cause typically interpreted as misconduct inefficiency or malfeasance not policy disagreements. No president has ever successfully removed a Fed chair and the laws for cause requirement is supported by the 1935 Supreme Court ruling in Humphreys Executor v. United States which upheld protections against firing independent agency officials for policy differences. While some legal scholars suggest that while removing"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1945505019341525218) 2025-07-16 15:25:17 UTC 521.5K followers, 35.5K engagements "Whats the main reason $TSLA stock has significantly underperformed Nasdaq year-to-date (TSLA -XX% NDX +10%)"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1946141614730072432) 2025-07-18 09:34:53 UTC 521.6K followers, 75.8K engagements "$TSLA now trades at a forward P/E of 180x. In the history of the stock market we cant find a single $1T market cap company that traded at a forward P/E of 180x (we even asked Grok with no success). Why not The long-term growth rate needed to justify a 180x P/E would cause TSLA market cap to be bigger than $AAPL and $MSFT which seems insane since both have huge TAMs unassailable brands and highly predictable future cash flow streams. TSLA bulls who pretend they understand finance dismiss my argument that TSLAs valuation looks stretched by saying the 2025 P/E is irrelevant. Rule #1 in investing"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1928866265117941880) 2025-05-31 17:28:48 UTC 521.6K followers, 636.2K 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 2021 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 2025 P/E of 188x as earnings estimates continue to fall (-5% in the past week -XX% YTD) driven by weak YTD deliveries including weak April results. We expect"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1927776666308296955) 2025-05-28 17:19:08 UTC 521.6K followers, 629.9K engagements "@DavidKempers Both would be positives but my big issue is still valuation. Below $XXX I would consider $TSLA"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1949109899733897264) 2025-07-26 14:09:47 UTC 521.6K followers, 2482 engagements "$TSLA WS 2Q ests are now below 2024/2Q ests (439K -XXX% YoY) but WS FY25 ests still seem way too high (WS FY25 1829K +2.2% YoY) given the TSLA brand taint lower odds the more affordable vehicle to be launched in 3Q will be a new form factor that expands TAM and increased odds of recession caused by the tariffs uncertainty. My FY25 TSLA delivs est is now 1720K (-4% YoY) and my FY25 Adj EPS is now $XXXX (vs WS $2.66). We doubt we will get much clarity on FY25 deliveries and the more affordable model on next weeks TSLA earnings call but we think odds favor the stock going lower after the call"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1912232257785389357) 2025-04-15 19:51:12 UTC 521.6K followers, 43.4K engagements "@TeslaHype @jinsyu No an iPad is a different form factor (tablet) than an iPhone (phone). In the customers eyes a 6-seat configuration is not a different form factor than a 7-seat option - they are both Model Ys"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1947852295263465557) 2025-07-23 02:52:31 UTC 521.2K followers, XXX engagements "From Grok: Baidus Apollo Go robotaxi service is projected to achieve profitability in 2025 driven by cost reductions from its sixth-generation robotaxi (priced at $28000 XX% cheaper than its predecessor) and operational efficiencies such as fully autonomous operations and automated depot processes. Expansion plans including deploying 1000 vehicles in Wuhan and entering new markets like Southeast Asia are expected to further support profitability in 2026"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1947866975566172296) 2025-07-23 03:50:51 UTC 521.3K followers, 2514 engagements "@Putnam1421 lol why would I be angry We got out at $XXX and $TSLA now at $XXX and NDX +8% higher. I post about TSLA because many of my 510K followers want to know when to get back into $TSLA. A lot lower from here"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1946961118187942378) 2025-07-20 15:51:18 UTC 521.5K followers, XXX engagements "$NFLX -XXX% post-market after reporting 2Q rev ($11.08B vs $11.06B est) and adj eps ($7.19 vs $7.08) that topped estimates. NFLX mgmt guided to higher than expected 3Q and FY25 rev and eps but given the stocks recent strength (YTD +43%) some profit-taking is occurring. 3Q guidance: - Rev $11.53B vs $11.28B est - Adj eps $XXXX vs $XXXX est FY25 guidance: - Rev $44.8B - $45.2B vs prior guide of $43.5B - $44.5B and vs $44.6B est Cautionary comment: The majority of the increase in our revenue forecast reflects recent depreciation of the dollar vs most other currencies. The 2H Netflix program"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1945942866745852043) 2025-07-17 20:25:07 UTC 521.5K followers, 24.3K engagements "I was there with you all in 2020 when the $TSLA Model Y came out and crushed the shorts. But that was a new form factor (CUV) and this is an entirely different situation"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948599169129590992) 2025-07-25 04:20:19 UTC 521.6K followers, 17.9K engagements "Ive always been a huge advocate for Model Y. When the shorts bashed Model Y as an overgrown Model X in 2020 I told everyone who would listen Model Y was a different form factor (CUV) vs the Model X (small sedan) and predicted Model Y would be a huge success. I also made $TSLA by far our largest position in our portfolio. Today is a totally different situation. Think like a consumer"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948257398122037558) 2025-07-24 05:42:15 UTC 521.6K followers, 74.5K engagements "@future_yas A 6-seat $TSLA Model Y L will not increase sales. Sure they can make a shorter Model Y at cheaper cost and price but mgmt should only do it if it increases sales. Absent a new form factor (hatchback smaller pickup) I dont see it. Think like a customer not like an engineer"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948378507551093007) 2025-07-24 13:43:29 UTC 521.5K followers, 1037 engagements "Tesla Braces for Rough Quarters Ahead as US Ends EV Incentives By Kara Carlson 07/24/2025 03:31:39 (Bloomberg) -- Elon Musk warned of difficult times ahead for $TSLA after one of the automakers worst quarters in over a decade. Tesla will be in a transition period for the next year or more losing electric vehicle incentives in the US and needing time to roll out autonomous vehicles the chief executive officer said. We probably could have a few rough quarters Musk said. But once you get to autonomy at scale in the second half of next year certainly by the end of next year I would be surprised"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948329246461436259) 2025-07-24 10:27:45 UTC 521.6K followers, 28.3K engagements "Ive always been a huge advocate for Model Y. When the shorts bashed Model Y as an overgrown Model X in 2020 I told everyone who would listen Model Y was a different form factor (CUV) vs the Model X (small sedan) and predicted Model Y would be a huge success. I also made $TSLA by far our largest position in our portfolio. Today is a totally different situation. Think like a consumer"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948256454080696388) 2025-07-24 05:38:30 UTC 521.4K followers, XXX engagements "I have long argued that a more affordable $TSLA Model Y thats a new form factor that expands TSLA TAM to a new category (hatchback or compact segments) would be a huge positive for TSLA stock. Unfortunately that does not appear to be where TSLA is headed as Ive been told time and time again by both suppliers and former TSLA employees. See Lars and Elons comments on this topic from the 2Q earnings call. If TSLA instead adds a new Model Y trim that reduces Model Y costs (smaller battery smaller screens cloth seats less expensive sound system smaller wheels etc) but doesnt reduce the size and"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1949088098857496600) 2025-07-26 12:43:09 UTC 521.6K followers, 221.5K engagements "2/ That income is expected to drop sharply as the Trump administration eliminates penalties for automakers that fail to meet federal fuel economy standards. Trump and Musk have clashed since last quarter when the Tesla CEO said he would be significantly reducing his time in Washington. Affordable Vehicle Tesla also reported the first builds of a more affordable model in June. The company had previously said production of its long-awaited more-affordable model would begin in the first half of this year. The model which Musk said would resemble a Model Y is seen as a key factor to helping"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948329249691070535) 2025-07-24 10:27:45 UTC 521.6K followers, 13.9K engagements "$TSLA putting a potential TSLA/xAI (which includes X) merger to a shareholder vote is the fairest way to resolve this. Institutions would generally oppose it on dilution grounds (12-15% dilution; uncertain incremental earnings; conglomerate discount) while retail investors would likely support it. Not sure why Elon would want to sell xAI now since xAI likely to grow much faster than TSLA over next X years. Acquisition by TSLA would allow Elons stake in TSLA to increase to 20%"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1945085196425933047) 2025-07-15 11:37:03 UTC 521.6K followers, 117.9K engagements "@NIOSwitzerland I realized after I posted this that TSLA now excludes crypto gains and losses in their Non-GAAP EPS calculation (see page X footnote X in their earnings deck). So the $.40 Non-GAAP EPS they printed is actually a clean #"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948265921161674915) 2025-07-24 06:16:07 UTC 521.4K followers, 2079 engagements "@thejefflutz @TheTeslaBull Jeff - your numbers are incorrect. I believe youre looking at US prices only. Europe and China prices were stable to declining throughout Covid. The price cuts of 2023-2024 were global"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1949331286029439480) 2025-07-27 04:49:30 UTC 521.6K followers, 1135 engagements "Some $TSLA bulls are hilarious. No worries if the new more affordable vehicle isnt a new form factor - just cut costs and price and make it another Model Y trim and it will sell like hotcakes. Too bad any new volume will cannibalize higher-priced Model Y trims rather than add incremental volume. Remember what happened in 2023-2024 when TSLA cut prices: Volumes stagnated as competitors all matched the price cuts avg price per unit sank 15-20% and earnings were decimated. I know lets not confuse everyone with numbers. On autonomy TSLA stock has performed poorly since the Austin robotaxi launch"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948542391624872048) 2025-07-25 00:34:42 UTC 521.6K followers, 122K engagements "$TSLA (+0.5% post market) achieved 2Q Adj EPS ($.40 vs $.39 IR-consensus and vs $.41 est per Bloomberg) and beat on auto gross margin ex-reg credits (15.0% vs XXXX% Bloomberg est). About +$.07/share of adj eps came from other income which is likely mark-to-market appreciation on crypto holdings. More important than earnings will be management commentary on the conf call at 530pm ET of when safety drivers can come out of autonomous robotaxis so that TSLA can attest to L4 autonomy and expand to other markets and commentary on the more affordable vehicle due out in 2H. A cheaper lower priced"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948127491484254529) 2025-07-23 21:06:03 UTC 521.6K followers, 47.4K engagements "@farzyness ITS SUPERVISED Farzad. Are you ok"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948811395547758922) 2025-07-25 18:23:38 UTC 521.6K followers, 14.1K engagements "To investors I spoke with the biggest negative (and as Ive warned for months) is that the new affordable vehicle will be nothing more than a stripped down Model Y at a lower price point. Absent a new form factor (e.g. hatchback smaller pickup truck) a lower priced trim within the Model Y family will earn TSLA no incremental volume as any volume earned by cutting costs and price will simply cannibalize higher priced trims. This is marketing XXX but Im not sure anyone in senior mgmt gets this. Part of TSLAs -X% haircut after hours is the realization that FY25 Adj EPS estimates despite their"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948183769971675263) 2025-07-24 00:49:40 UTC 521.6K followers, 110.6K engagements "$TSLA Earnings Are Going To Be Wild. Heres Why. Barron's -- Al Root It feels as if every quarterly earnings report is a big deal for Tesla. And yes the coming second-quarter report due Wednesday is important for the electric-vehicle maker. A lot has happened. Investors want to know about artificial intelligence car sales CEO Elon Musk's time his political ambitions and how changing U.S. policy might impact the auto maker. Tesla shares closed last week just under $XXX a share and traded as high as $XXX on Monday but closed down XXX% at $XXXXXX. Shares bounced back Tuesday rising XXX% and"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1947822292077006988) 2025-07-23 00:53:17 UTC 521.6K followers, 94.4K engagements "Jeff - Do you really believe that if $TSLA shrinks the Model Y wheelbase 6-7 inches calls it TSLA Model Y S and prices it at $39990 it will add incremental sales Too soon to tell how Model Y L (announced in China on 7/16) orders are ex-cannibalization. Here is hypothetical Model Y lineup and pricing starting 4Q once the $7500 EV credit rolls off: Y RWD S - $39990 Y RWD - $44990 Y AWD - $48990 Y AWD L - $54990"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1949146508831408399) 2025-07-26 16:35:15 UTC 521.6K followers, 6431 engagements "@universalchiro1 What if I believe the stock is fundamentally overvalued I can still have a view"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948895858977833104) 2025-07-25 23:59:16 UTC 521.6K followers, XXX engagements "Not sure why launching a second supervised robotaxi test in San Francisco excites $TSLA investors. Until the safety driver comes out TSLA FSD is not fully autonomous so cant be scaled nationally. Meanwhile UBER continues to trade just off its all-time high (YTD $UBER +50% TSLA -22%) as the biggest beneficiary of the industry going autonomous"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948809119672000654) 2025-07-25 18:14:35 UTC 521.6K followers, 324.6K engagements "Guess well find out. My strong instinct is this will be a repeat of 2023-24 when $TSLA cut prices by 15-20% and many TSLA bulls lined up behind Elon in thinking the price cuts would drive more volume. Which of course didnt happen and earnings estimates got decimated. We have seen this movie before Jeff"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1949219143431107070) 2025-07-26 21:23:53 UTC 521.6K followers, 2564 engagements "Despite a rough 2Q earnings call $TSLA still belongs to the $X Trillion Market Cap Club. Source: Barrons"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1949078058436083881) 2025-07-26 12:03:15 UTC 521.6K followers, 48.2K engagements "Tomorrows $TSLA 2Q deliveries could be a buy the news event given low expectations going into the release. That said I believe TSLA will miss expectations (my est 370K -XX% YoY vs WS 385K -XX% YoY) but Im not sure it matters as everyone is focused on if and when TSLA robotaxi can scale given that the Austin test still had a safety driver in the passenger seat and there were a few disengagements. $TSLA -XX% YTD vs NDX +7% so market already knows 2Q deliveries will be bad plus Omead Afshars departure right before quarter end confirmed it"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1940125596438454506) 2025-07-01 19:09:22 UTC 521.6K followers, 124.6K engagements "@minwageinvestor I was the original champion of Model Y on 2020 as an entirely new form factor (CUV). This new affordable model is anything but"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948593768988283165) 2025-07-25 03:58:52 UTC 521.6K followers, 2380 engagements "You know I love you Farzad but you obviously dont understand the $UBER business model or sources of competitive advantage. Im not sure how often you use UBER as you have some common misconceptions about how it operates. First UBER is in the business of selling its 170M MAUs to drivers/owners willing to provide ride hailing and delivery services from point A to point B. There is only one UBER X rate one UBER Comfort rate one UBER black rate and one UBER black SUV rate at any given time for a given location. Second UBER does not own any of the vehicles in its network. Individual owners and"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1893134550487965699) 2025-02-22 03:03:44 UTC 521.6K followers, 13.6K engagements "Alexandra - Put your consumer hat on. If a new cheaper model y trim is launched in 4Q with smaller battery smaller screens cloth seats and other changes to reduce costs and the price is reduced by $5000 - $7500 do you really think this lower priced trim is going to add incremental volume Or will the new trim volume come at the expense of higher priced model Y trims Youre not looking at this the way $TSLA consumers will"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948248704093225384) 2025-07-24 05:07:42 UTC 521.4K followers, 7118 engagements "$TSLA Summary - 7/15/2025 Positive Catalysts: 1/ Trump streamlines federal process allowing TSLA to secure general unsupervised autonomy license nationally 2/ FSD licensing deal with X or more OEMs 3/ TSLA removes safety drivers from robotaxis expands to states outside TX as critical disengagements fall to one per 10000 miles by FY25 YE. 4/ DE Supreme Court overturns Chancellor McCormicks 2018 comp ruling late-2025 5/ Cybercab production begins early-2026 6/ Optimus production begins late-2026 Negative Catalysts: 1/ Trump admin restricts state efforts to control carbon emissions which could"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1945085458385367509) 2025-07-15 11:38:05 UTC 521.6K followers, 84K engagements "$TSLA will report 2Q earnings tomorrow 7/23 after the close. We expect TSLA to achieve WS 2Q consensus Adj EPS of $.39 and auto gross margin ex-reg credits of 13.3%. More important will be management commentary during the conference call of when safety drivers will be taken out of robotaxis in Austin which would allow TSLA to attest that its robotaxis are at L4 autonomy and expand its network beyond Austin pending regulatory approvals. X of the past X TSLA earnings releases have been positive surprises - not because of great numbers (earnings have largely missed - see below) but because of"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1947628417530171478) 2025-07-22 12:02:54 UTC 521.6K followers, 57.9K engagements "$NVDA +4.5% pre-mkt after announcing plans last night to resume exports of its H20 AI chip to China after securing Washington's assurances that such shipments would get approved. This is a significant reversal from the Trump administrations earlier stance on measures designed to limit Beijings AI ambitions and could add billions to NVDAs revenue this year restoring its ability to fulfill orders it had written off due to government restrictions. US government officials told Nvidia they would green-light export licenses for the H20 artificial intelligence accelerator the company said in a blog"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1945043017863221392) 2025-07-15 08:49:27 UTC 521.2K followers, 27.5K engagements "@TeslaBoomerMama @thejefflutz I certainly dont need visibility and I talk to very few journalists"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948891976759476372) 2025-07-25 23:43:50 UTC 521.6K followers, 1599 engagements "@jeepers58 I need to see Teslas that can drive themselves with X critical disengagement per year and operating without s safety driver. I truly understand that safety is paramount but you cant have a 160x P/E with a safety driver"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948905674970464352) 2025-07-26 00:38:16 UTC 521.6K followers, 2610 engagements "$TSLA Stock is Down. A New Trim Isnt A New Model. Barrons - Al Root July XX 2025 7:47am"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948712891923722523) 2025-07-25 11:52:13 UTC 521.6K followers, 43.6K engagements "Not sure why launching another supervised robotaxi test in San Francisco excites $TSLA investors. Until the safety driver comes out TSLA FSD is not fully autonomous so cant be scaled nationally. Meanwhile UBER continues to trade just off its all-time high (YTD $UBER +50% TSLA -22%) as the biggest beneficiary of the industry going autonomous"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948808716440027191) 2025-07-25 18:12:59 UTC 521.6K followers, 2850 engagements "@thejefflutz And you know this based on what data Meanwhile actual TSLA deliveries YoY % change before and after the 2023-24 price cuts were: 2021 +87% 2022 +40% 2023 +38% 2024 -X% While global EV volumes increased +25% in 2024"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1949228989957935439) 2025-07-26 22:03:00 UTC 521.6K followers, 1489 engagements "Ive always been a huge advocate for Model Y. When the shorts bashed Model Y as an overgrown Model X in 2020 I told everyone who would listen Model Y was a different form factor (CUV) vs the Model X (small sedan) and predicted Model Y would be a huge success. I also made $TSLA by far our largest position in our portfolio. Today is a totally different situation. Think like a consumer"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948256873875919094) 2025-07-24 05:40:10 UTC 521.4K followers, 2433 engagements "Lexus and Camry have totally different brands and consumer positioning. Youre forgetting $TSLA doesnt advertise. The new vehicle will be perceived by consumers as just a cheaper trim Model Y. Youre also forgetting what happened in 2023 and 2024 when TSLA cut prices by 15-20%"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948255145105441152) 2025-07-24 05:33:18 UTC 521.3K followers, 1495 engagements "Yeah I voted for Trump but I never thought hed be so foolish to actually move forward with XX% tariffs given the well-documented history of how the Smoot-Hawley Tariff Act of 1930 triggered the onset of the Great Depression as global trade flows dried up"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1896662860014690759) 2025-03-03 20:43:58 UTC 521.4K followers, 8.9M engagements "@thejefflutz @TheTeslaBull Sorry Jeff but that argument makes no sense. $TSLA avg ASP ex-ZEV credits % YoY changes wasnt excessive during Covid which ran from March 2020 through end of 2021: 2020 -XXX% 2021 -XXX% 2022 +5.4% 2023 -XXXX% 2024 -7.3%"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1949251822490915096) 2025-07-26 23:33:44 UTC 521.6K followers, 2008 engagements "$UBER continues to outperform $TSLA (YTD $UBER +51% TSLA -21%) as the race for autonomy heats up. The investment thesis for $UBER is that UBER benefits most as autonomous tech advances since it allows UBER to eliminate the cost of a driver from the cost of ridership which could lower the price by half and significantly expand TAM. For $TSLA mastering unsupervised autonomy could allow it to expand its robotaxi fleet which given vertical integration and mnfg scale allow it to undercut the cost of every other ride hailing competitor if it can get to XXXXX% efficacy (one critical disengagement"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1945962122359259351) 2025-07-17 21:41:38 UTC 521.6K followers, 62.2K engagements "The fact that $BIDU is shifting their approach to vision only does not mean they havent succeeded. After 11M paid trips completed BIDU is trying to reduce expenses on their robotaxis which cost about $28K each to build ex-batteries. BIDU is the global leader in autonomous ride hailing with 11M paid trips completed next is Waymo at 10M paid trips completed vs $TSLA at less than 10K paid trips completed"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1947851183965507854) 2025-07-23 02:48:06 UTC 521.4K followers, 2421 engagements "@Sphere_Cubed Ive heard this argument for five years. As weve learned F GM STLA VW all have no choice but to invest in EVs and autonomy or they will go out of business. So they keep funding the losses and they have very deep pockets. Its a BS argument"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948770701608968259) 2025-07-25 15:41:56 UTC 521.6K followers, XXX engagements "$TSLA China reported just 3.1K insured registrations for the week of May X to XX. The week was down -XX% from a year ago and was the lowest week so far this quarter. After X weeks 3Q is -XXXX% QoQ and -XXXX% YoY. Source: @piloly @Tslachan"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1922211874940100703) 2025-05-13 08:46:38 UTC 521.2K followers, 99.6K engagements "$TSLA plans to roll out supervised robotaxi in San Francisco this weekend"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948714459691626640) 2025-07-25 11:58:27 UTC 521.6K followers, 167K engagements "@Gays4Tesla @GaryAndThe62949 @TeslaBoomerMama @jpr007 Stop listening to what mgmt says"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948456101873168789) 2025-07-24 18:51:49 UTC 521.5K followers, 1318 engagements "This is the most fascinating response to a poll Ive ever received. XX% of 8000 respondents believe either the market is inefficient or Elons political rhetoric are why $TSLA has underperformed YTD. My view: TSLA delivery and earnings estimates have been slashed and the Austin robotaxi launch with safety driver didnt live up to its hype. For TSLA stock to move higher TSLA needs to show its unsupervised autonomy is at XXXXX% efficacy (1 critical disengagement per 10K miles) and expand Robotaxi without a safety driver to other states which will take time"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1946595298526347380) 2025-07-19 15:37:39 UTC 521.6K followers, 15.9K engagements "@TeslaWoman @Tesla Then dont put a 160x P/E on $TSLA stock. You cant have it both ways"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948882047763972278) 2025-07-25 23:04:23 UTC 521.6K followers, 3482 engagements "Maybe but the videos posted on line with critical disengagements say otherwise. Youre correct that the supervisory driver is needed today but then dont tell me one can just flip a switch and the robotaxi network comes to life. $TSLA shouldnt have a 160x P/E until the supervisory driver comes out"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948881817219858653) 2025-07-25 23:03:28 UTC 521.6K followers, 2540 engagements "@thejefflutz @thejefflutz - Thats because youre tracking the wrong universe of competitors. The folks to watch are $NVDA Waymo ($GOOG) Zoox ($AMZN) Nuro ($UBER SoftBank) $BIDU $PONY.ai (Toyota) and WeRide"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1947632082454265925) 2025-07-22 12:17:28 UTC 521.6K followers, 4005 engagements "$DECK (+17% no position) blew away 1Q ests last night behind strength of HOKA running shoes and UGGS footwear. Deckers reported 1Q sales of $964.5M well above analysts avg ests of $901.4M. 1Q Adj EPS was $.93 vs $.68 expected. HOKA sales were $653M vs $611M expected. UGG sales were $265M vs $237M expected. Swiss sneaker maker On Holding ( $ONON) rose +3% in sympathy.DECK 2Q guidance was in line with expectations and viewed as conservative given the tariff uncertainty"  [@garyblack00](/creator/x/garyblack00) on [X](/post/tweet/1948739170299523559) 2025-07-25 13:36:38 UTC 521.6K followers, 19.8K 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.]
@garyblack00 Gary Black
Gary Black posts on X about $tsla, tesla, eps, $uber the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +103%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +62%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX +34%
- X Month XXX +7.70%
- X Months XXX -XXXX%
- X Year XXXXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.33%
- X Month XXXXXXX +1.30%
- X Months XXXXXXX +8.70%
- X Year XXXXXXX +20%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #803 automotive brands #406 finance XXXX% technology brands XXXX% celebrities XXXX% countries XXXX% exchanges XXXX% events XXXX%
Social topic influence $tsla #3, tesla #33, eps #291, $uber #30, told #130, china #1631, elons 1.54%, elon musk #640, happened 1.54%, market cap XXXX%
Top accounts mentioned or mentioned by @cyber_trailer @teslaboomermama @alialagheband @thejefflutz @talesftf @garyandthe62949 @grok @algotrendies @thomasd93551983 @deanorousselle @farzyness @freshjiva @putnam1421 @volo3000 @juanmsantos17 @piloly @tacosdetony @axdf8768 @android_actions @pbtyrrell
Top assets mentioned Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Netflix Inc (NFLX) Artificial Intelligence (AI4) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Deckers Outdoor, Corp. (DECK) On Holding AG (ONON)
Top Social Posts #
Top posts by engagements in the last XX hours
"$TSLA 2Q earnings are due next Wed 7/23. X of the past X TSLA earnings releases have been met with positive surprise - not because of great numbers (earnings have pretty much sucked - see below) but because of managements upbeat commentary about unsupervised autonomy. This quarter is likely to be no different with Elon likely to talk up the Austin robotaxi experience and serve up likely expansion to Arizona and California regulators permitting. The one downer may be an announcement about the new more affordable model which is likely to be a stripped down version of Model Y which absent a new"
@garyblack00 on X 2025-07-18 18:38:14 UTC 521.6K followers, 65.6K engagements
"Per Grok: Trump cant just fire Fed Chair Powell. The Federal Reserve Act of 1913 stipulates that members of the Feds Board of Governors including the chair can only be removed for cause typically interpreted as misconduct inefficiency or malfeasance not policy disagreements. No president has ever successfully removed a Fed chair and the laws for cause requirement is supported by the 1935 Supreme Court ruling in Humphreys Executor v. United States which upheld protections against firing independent agency officials for policy differences. While some legal scholars suggest that while removing" @garyblack00 on X 2025-07-16 15:25:17 UTC 521.5K followers, 35.5K engagements
"Whats the main reason $TSLA stock has significantly underperformed Nasdaq year-to-date (TSLA -XX% NDX +10%)" @garyblack00 on X 2025-07-18 09:34:53 UTC 521.6K followers, 75.8K engagements
"$TSLA now trades at a forward P/E of 180x. In the history of the stock market we cant find a single $1T market cap company that traded at a forward P/E of 180x (we even asked Grok with no success). Why not The long-term growth rate needed to justify a 180x P/E would cause TSLA market cap to be bigger than $AAPL and $MSFT which seems insane since both have huge TAMs unassailable brands and highly predictable future cash flow streams. TSLA bulls who pretend they understand finance dismiss my argument that TSLAs valuation looks stretched by saying the 2025 P/E is irrelevant. Rule #1 in investing" @garyblack00 on X 2025-05-31 17:28:48 UTC 521.6K followers, 636.2K 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 2021 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 2025 P/E of 188x as earnings estimates continue to fall (-5% in the past week -XX% YTD) driven by weak YTD deliveries including weak April results. We expect" @garyblack00 on X 2025-05-28 17:19:08 UTC 521.6K followers, 629.9K engagements
"@DavidKempers Both would be positives but my big issue is still valuation. Below $XXX I would consider $TSLA" @garyblack00 on X 2025-07-26 14:09:47 UTC 521.6K followers, 2482 engagements
"$TSLA WS 2Q ests are now below 2024/2Q ests (439K -XXX% YoY) but WS FY25 ests still seem way too high (WS FY25 1829K +2.2% YoY) given the TSLA brand taint lower odds the more affordable vehicle to be launched in 3Q will be a new form factor that expands TAM and increased odds of recession caused by the tariffs uncertainty. My FY25 TSLA delivs est is now 1720K (-4% YoY) and my FY25 Adj EPS is now $XXXX (vs WS $2.66). We doubt we will get much clarity on FY25 deliveries and the more affordable model on next weeks TSLA earnings call but we think odds favor the stock going lower after the call" @garyblack00 on X 2025-04-15 19:51:12 UTC 521.6K followers, 43.4K engagements
"@TeslaHype @jinsyu No an iPad is a different form factor (tablet) than an iPhone (phone). In the customers eyes a 6-seat configuration is not a different form factor than a 7-seat option - they are both Model Ys" @garyblack00 on X 2025-07-23 02:52:31 UTC 521.2K followers, XXX engagements
"From Grok: Baidus Apollo Go robotaxi service is projected to achieve profitability in 2025 driven by cost reductions from its sixth-generation robotaxi (priced at $28000 XX% cheaper than its predecessor) and operational efficiencies such as fully autonomous operations and automated depot processes. Expansion plans including deploying 1000 vehicles in Wuhan and entering new markets like Southeast Asia are expected to further support profitability in 2026" @garyblack00 on X 2025-07-23 03:50:51 UTC 521.3K followers, 2514 engagements
"@Putnam1421 lol why would I be angry We got out at $XXX and $TSLA now at $XXX and NDX +8% higher. I post about TSLA because many of my 510K followers want to know when to get back into $TSLA. A lot lower from here" @garyblack00 on X 2025-07-20 15:51:18 UTC 521.5K followers, XXX engagements
"$NFLX -XXX% post-market after reporting 2Q rev ($11.08B vs $11.06B est) and adj eps ($7.19 vs $7.08) that topped estimates. NFLX mgmt guided to higher than expected 3Q and FY25 rev and eps but given the stocks recent strength (YTD +43%) some profit-taking is occurring. 3Q guidance: - Rev $11.53B vs $11.28B est - Adj eps $XXXX vs $XXXX est FY25 guidance: - Rev $44.8B - $45.2B vs prior guide of $43.5B - $44.5B and vs $44.6B est Cautionary comment: The majority of the increase in our revenue forecast reflects recent depreciation of the dollar vs most other currencies. The 2H Netflix program" @garyblack00 on X 2025-07-17 20:25:07 UTC 521.5K followers, 24.3K engagements
"I was there with you all in 2020 when the $TSLA Model Y came out and crushed the shorts. But that was a new form factor (CUV) and this is an entirely different situation" @garyblack00 on X 2025-07-25 04:20:19 UTC 521.6K followers, 17.9K engagements
"Ive always been a huge advocate for Model Y. When the shorts bashed Model Y as an overgrown Model X in 2020 I told everyone who would listen Model Y was a different form factor (CUV) vs the Model X (small sedan) and predicted Model Y would be a huge success. I also made $TSLA by far our largest position in our portfolio. Today is a totally different situation. Think like a consumer" @garyblack00 on X 2025-07-24 05:42:15 UTC 521.6K followers, 74.5K engagements
"@future_yas A 6-seat $TSLA Model Y L will not increase sales. Sure they can make a shorter Model Y at cheaper cost and price but mgmt should only do it if it increases sales. Absent a new form factor (hatchback smaller pickup) I dont see it. Think like a customer not like an engineer" @garyblack00 on X 2025-07-24 13:43:29 UTC 521.5K followers, 1037 engagements
"Tesla Braces for Rough Quarters Ahead as US Ends EV Incentives By Kara Carlson 07/24/2025 03:31:39 (Bloomberg) -- Elon Musk warned of difficult times ahead for $TSLA after one of the automakers worst quarters in over a decade. Tesla will be in a transition period for the next year or more losing electric vehicle incentives in the US and needing time to roll out autonomous vehicles the chief executive officer said. We probably could have a few rough quarters Musk said. But once you get to autonomy at scale in the second half of next year certainly by the end of next year I would be surprised" @garyblack00 on X 2025-07-24 10:27:45 UTC 521.6K followers, 28.3K engagements
"Ive always been a huge advocate for Model Y. When the shorts bashed Model Y as an overgrown Model X in 2020 I told everyone who would listen Model Y was a different form factor (CUV) vs the Model X (small sedan) and predicted Model Y would be a huge success. I also made $TSLA by far our largest position in our portfolio. Today is a totally different situation. Think like a consumer" @garyblack00 on X 2025-07-24 05:38:30 UTC 521.4K followers, XXX engagements
"I have long argued that a more affordable $TSLA Model Y thats a new form factor that expands TSLA TAM to a new category (hatchback or compact segments) would be a huge positive for TSLA stock. Unfortunately that does not appear to be where TSLA is headed as Ive been told time and time again by both suppliers and former TSLA employees. See Lars and Elons comments on this topic from the 2Q earnings call. If TSLA instead adds a new Model Y trim that reduces Model Y costs (smaller battery smaller screens cloth seats less expensive sound system smaller wheels etc) but doesnt reduce the size and" @garyblack00 on X 2025-07-26 12:43:09 UTC 521.6K followers, 221.5K engagements
"2/ That income is expected to drop sharply as the Trump administration eliminates penalties for automakers that fail to meet federal fuel economy standards. Trump and Musk have clashed since last quarter when the Tesla CEO said he would be significantly reducing his time in Washington. Affordable Vehicle Tesla also reported the first builds of a more affordable model in June. The company had previously said production of its long-awaited more-affordable model would begin in the first half of this year. The model which Musk said would resemble a Model Y is seen as a key factor to helping" @garyblack00 on X 2025-07-24 10:27:45 UTC 521.6K followers, 13.9K engagements
"$TSLA putting a potential TSLA/xAI (which includes X) merger to a shareholder vote is the fairest way to resolve this. Institutions would generally oppose it on dilution grounds (12-15% dilution; uncertain incremental earnings; conglomerate discount) while retail investors would likely support it. Not sure why Elon would want to sell xAI now since xAI likely to grow much faster than TSLA over next X years. Acquisition by TSLA would allow Elons stake in TSLA to increase to 20%" @garyblack00 on X 2025-07-15 11:37:03 UTC 521.6K followers, 117.9K engagements
"@NIOSwitzerland I realized after I posted this that TSLA now excludes crypto gains and losses in their Non-GAAP EPS calculation (see page X footnote X in their earnings deck). So the $.40 Non-GAAP EPS they printed is actually a clean #" @garyblack00 on X 2025-07-24 06:16:07 UTC 521.4K followers, 2079 engagements
"@thejefflutz @TheTeslaBull Jeff - your numbers are incorrect. I believe youre looking at US prices only. Europe and China prices were stable to declining throughout Covid. The price cuts of 2023-2024 were global" @garyblack00 on X 2025-07-27 04:49:30 UTC 521.6K followers, 1135 engagements
"Some $TSLA bulls are hilarious. No worries if the new more affordable vehicle isnt a new form factor - just cut costs and price and make it another Model Y trim and it will sell like hotcakes. Too bad any new volume will cannibalize higher-priced Model Y trims rather than add incremental volume. Remember what happened in 2023-2024 when TSLA cut prices: Volumes stagnated as competitors all matched the price cuts avg price per unit sank 15-20% and earnings were decimated. I know lets not confuse everyone with numbers. On autonomy TSLA stock has performed poorly since the Austin robotaxi launch" @garyblack00 on X 2025-07-25 00:34:42 UTC 521.6K followers, 122K engagements
"$TSLA (+0.5% post market) achieved 2Q Adj EPS ($.40 vs $.39 IR-consensus and vs $.41 est per Bloomberg) and beat on auto gross margin ex-reg credits (15.0% vs XXXX% Bloomberg est). About +$.07/share of adj eps came from other income which is likely mark-to-market appreciation on crypto holdings. More important than earnings will be management commentary on the conf call at 530pm ET of when safety drivers can come out of autonomous robotaxis so that TSLA can attest to L4 autonomy and expand to other markets and commentary on the more affordable vehicle due out in 2H. A cheaper lower priced" @garyblack00 on X 2025-07-23 21:06:03 UTC 521.6K followers, 47.4K engagements
"@farzyness ITS SUPERVISED Farzad. Are you ok" @garyblack00 on X 2025-07-25 18:23:38 UTC 521.6K followers, 14.1K engagements
"To investors I spoke with the biggest negative (and as Ive warned for months) is that the new affordable vehicle will be nothing more than a stripped down Model Y at a lower price point. Absent a new form factor (e.g. hatchback smaller pickup truck) a lower priced trim within the Model Y family will earn TSLA no incremental volume as any volume earned by cutting costs and price will simply cannibalize higher priced trims. This is marketing XXX but Im not sure anyone in senior mgmt gets this. Part of TSLAs -X% haircut after hours is the realization that FY25 Adj EPS estimates despite their" @garyblack00 on X 2025-07-24 00:49:40 UTC 521.6K followers, 110.6K engagements
"$TSLA Earnings Are Going To Be Wild. Heres Why. Barron's -- Al Root It feels as if every quarterly earnings report is a big deal for Tesla. And yes the coming second-quarter report due Wednesday is important for the electric-vehicle maker. A lot has happened. Investors want to know about artificial intelligence car sales CEO Elon Musk's time his political ambitions and how changing U.S. policy might impact the auto maker. Tesla shares closed last week just under $XXX a share and traded as high as $XXX on Monday but closed down XXX% at $XXXXXX. Shares bounced back Tuesday rising XXX% and" @garyblack00 on X 2025-07-23 00:53:17 UTC 521.6K followers, 94.4K engagements
"Jeff - Do you really believe that if $TSLA shrinks the Model Y wheelbase 6-7 inches calls it TSLA Model Y S and prices it at $39990 it will add incremental sales Too soon to tell how Model Y L (announced in China on 7/16) orders are ex-cannibalization. Here is hypothetical Model Y lineup and pricing starting 4Q once the $7500 EV credit rolls off: Y RWD S - $39990 Y RWD - $44990 Y AWD - $48990 Y AWD L - $54990" @garyblack00 on X 2025-07-26 16:35:15 UTC 521.6K followers, 6431 engagements
"@universalchiro1 What if I believe the stock is fundamentally overvalued I can still have a view" @garyblack00 on X 2025-07-25 23:59:16 UTC 521.6K followers, XXX engagements
"Not sure why launching a second supervised robotaxi test in San Francisco excites $TSLA investors. Until the safety driver comes out TSLA FSD is not fully autonomous so cant be scaled nationally. Meanwhile UBER continues to trade just off its all-time high (YTD $UBER +50% TSLA -22%) as the biggest beneficiary of the industry going autonomous" @garyblack00 on X 2025-07-25 18:14:35 UTC 521.6K followers, 324.6K engagements
"Guess well find out. My strong instinct is this will be a repeat of 2023-24 when $TSLA cut prices by 15-20% and many TSLA bulls lined up behind Elon in thinking the price cuts would drive more volume. Which of course didnt happen and earnings estimates got decimated. We have seen this movie before Jeff" @garyblack00 on X 2025-07-26 21:23:53 UTC 521.6K followers, 2564 engagements
"Despite a rough 2Q earnings call $TSLA still belongs to the $X Trillion Market Cap Club. Source: Barrons" @garyblack00 on X 2025-07-26 12:03:15 UTC 521.6K followers, 48.2K engagements
"Tomorrows $TSLA 2Q deliveries could be a buy the news event given low expectations going into the release. That said I believe TSLA will miss expectations (my est 370K -XX% YoY vs WS 385K -XX% YoY) but Im not sure it matters as everyone is focused on if and when TSLA robotaxi can scale given that the Austin test still had a safety driver in the passenger seat and there were a few disengagements. $TSLA -XX% YTD vs NDX +7% so market already knows 2Q deliveries will be bad plus Omead Afshars departure right before quarter end confirmed it" @garyblack00 on X 2025-07-01 19:09:22 UTC 521.6K followers, 124.6K engagements
"@minwageinvestor I was the original champion of Model Y on 2020 as an entirely new form factor (CUV). This new affordable model is anything but" @garyblack00 on X 2025-07-25 03:58:52 UTC 521.6K followers, 2380 engagements
"You know I love you Farzad but you obviously dont understand the $UBER business model or sources of competitive advantage. Im not sure how often you use UBER as you have some common misconceptions about how it operates. First UBER is in the business of selling its 170M MAUs to drivers/owners willing to provide ride hailing and delivery services from point A to point B. There is only one UBER X rate one UBER Comfort rate one UBER black rate and one UBER black SUV rate at any given time for a given location. Second UBER does not own any of the vehicles in its network. Individual owners and" @garyblack00 on X 2025-02-22 03:03:44 UTC 521.6K followers, 13.6K engagements
"Alexandra - Put your consumer hat on. If a new cheaper model y trim is launched in 4Q with smaller battery smaller screens cloth seats and other changes to reduce costs and the price is reduced by $5000 - $7500 do you really think this lower priced trim is going to add incremental volume Or will the new trim volume come at the expense of higher priced model Y trims Youre not looking at this the way $TSLA consumers will" @garyblack00 on X 2025-07-24 05:07:42 UTC 521.4K followers, 7118 engagements
"$TSLA Summary - 7/15/2025 Positive Catalysts: 1/ Trump streamlines federal process allowing TSLA to secure general unsupervised autonomy license nationally 2/ FSD licensing deal with X or more OEMs 3/ TSLA removes safety drivers from robotaxis expands to states outside TX as critical disengagements fall to one per 10000 miles by FY25 YE. 4/ DE Supreme Court overturns Chancellor McCormicks 2018 comp ruling late-2025 5/ Cybercab production begins early-2026 6/ Optimus production begins late-2026 Negative Catalysts: 1/ Trump admin restricts state efforts to control carbon emissions which could" @garyblack00 on X 2025-07-15 11:38:05 UTC 521.6K followers, 84K engagements
"$TSLA will report 2Q earnings tomorrow 7/23 after the close. We expect TSLA to achieve WS 2Q consensus Adj EPS of $.39 and auto gross margin ex-reg credits of 13.3%. More important will be management commentary during the conference call of when safety drivers will be taken out of robotaxis in Austin which would allow TSLA to attest that its robotaxis are at L4 autonomy and expand its network beyond Austin pending regulatory approvals. X of the past X TSLA earnings releases have been positive surprises - not because of great numbers (earnings have largely missed - see below) but because of" @garyblack00 on X 2025-07-22 12:02:54 UTC 521.6K followers, 57.9K engagements
"$NVDA +4.5% pre-mkt after announcing plans last night to resume exports of its H20 AI chip to China after securing Washington's assurances that such shipments would get approved. This is a significant reversal from the Trump administrations earlier stance on measures designed to limit Beijings AI ambitions and could add billions to NVDAs revenue this year restoring its ability to fulfill orders it had written off due to government restrictions. US government officials told Nvidia they would green-light export licenses for the H20 artificial intelligence accelerator the company said in a blog" @garyblack00 on X 2025-07-15 08:49:27 UTC 521.2K followers, 27.5K engagements
"@TeslaBoomerMama @thejefflutz I certainly dont need visibility and I talk to very few journalists" @garyblack00 on X 2025-07-25 23:43:50 UTC 521.6K followers, 1599 engagements
"@jeepers58 I need to see Teslas that can drive themselves with X critical disengagement per year and operating without s safety driver. I truly understand that safety is paramount but you cant have a 160x P/E with a safety driver" @garyblack00 on X 2025-07-26 00:38:16 UTC 521.6K followers, 2610 engagements
"$TSLA Stock is Down. A New Trim Isnt A New Model. Barrons - Al Root July XX 2025 7:47am" @garyblack00 on X 2025-07-25 11:52:13 UTC 521.6K followers, 43.6K engagements
"Not sure why launching another supervised robotaxi test in San Francisco excites $TSLA investors. Until the safety driver comes out TSLA FSD is not fully autonomous so cant be scaled nationally. Meanwhile UBER continues to trade just off its all-time high (YTD $UBER +50% TSLA -22%) as the biggest beneficiary of the industry going autonomous" @garyblack00 on X 2025-07-25 18:12:59 UTC 521.6K followers, 2850 engagements
"@thejefflutz And you know this based on what data Meanwhile actual TSLA deliveries YoY % change before and after the 2023-24 price cuts were: 2021 +87% 2022 +40% 2023 +38% 2024 -X% While global EV volumes increased +25% in 2024" @garyblack00 on X 2025-07-26 22:03:00 UTC 521.6K followers, 1489 engagements
"Ive always been a huge advocate for Model Y. When the shorts bashed Model Y as an overgrown Model X in 2020 I told everyone who would listen Model Y was a different form factor (CUV) vs the Model X (small sedan) and predicted Model Y would be a huge success. I also made $TSLA by far our largest position in our portfolio. Today is a totally different situation. Think like a consumer" @garyblack00 on X 2025-07-24 05:40:10 UTC 521.4K followers, 2433 engagements
"Lexus and Camry have totally different brands and consumer positioning. Youre forgetting $TSLA doesnt advertise. The new vehicle will be perceived by consumers as just a cheaper trim Model Y. Youre also forgetting what happened in 2023 and 2024 when TSLA cut prices by 15-20%" @garyblack00 on X 2025-07-24 05:33:18 UTC 521.3K followers, 1495 engagements
"Yeah I voted for Trump but I never thought hed be so foolish to actually move forward with XX% tariffs given the well-documented history of how the Smoot-Hawley Tariff Act of 1930 triggered the onset of the Great Depression as global trade flows dried up" @garyblack00 on X 2025-03-03 20:43:58 UTC 521.4K followers, 8.9M engagements
"@thejefflutz @TheTeslaBull Sorry Jeff but that argument makes no sense. $TSLA avg ASP ex-ZEV credits % YoY changes wasnt excessive during Covid which ran from March 2020 through end of 2021: 2020 -XXX% 2021 -XXX% 2022 +5.4% 2023 -XXXX% 2024 -7.3%" @garyblack00 on X 2025-07-26 23:33:44 UTC 521.6K followers, 2008 engagements
"$UBER continues to outperform $TSLA (YTD $UBER +51% TSLA -21%) as the race for autonomy heats up. The investment thesis for $UBER is that UBER benefits most as autonomous tech advances since it allows UBER to eliminate the cost of a driver from the cost of ridership which could lower the price by half and significantly expand TAM. For $TSLA mastering unsupervised autonomy could allow it to expand its robotaxi fleet which given vertical integration and mnfg scale allow it to undercut the cost of every other ride hailing competitor if it can get to XXXXX% efficacy (one critical disengagement" @garyblack00 on X 2025-07-17 21:41:38 UTC 521.6K followers, 62.2K engagements
"The fact that $BIDU is shifting their approach to vision only does not mean they havent succeeded. After 11M paid trips completed BIDU is trying to reduce expenses on their robotaxis which cost about $28K each to build ex-batteries. BIDU is the global leader in autonomous ride hailing with 11M paid trips completed next is Waymo at 10M paid trips completed vs $TSLA at less than 10K paid trips completed" @garyblack00 on X 2025-07-23 02:48:06 UTC 521.4K followers, 2421 engagements
"@Sphere_Cubed Ive heard this argument for five years. As weve learned F GM STLA VW all have no choice but to invest in EVs and autonomy or they will go out of business. So they keep funding the losses and they have very deep pockets. Its a BS argument" @garyblack00 on X 2025-07-25 15:41:56 UTC 521.6K followers, XXX engagements
"$TSLA China reported just 3.1K insured registrations for the week of May X to XX. The week was down -XX% from a year ago and was the lowest week so far this quarter. After X weeks 3Q is -XXXX% QoQ and -XXXX% YoY. Source: @piloly @Tslachan" @garyblack00 on X 2025-05-13 08:46:38 UTC 521.2K followers, 99.6K engagements
"$TSLA plans to roll out supervised robotaxi in San Francisco this weekend" @garyblack00 on X 2025-07-25 11:58:27 UTC 521.6K followers, 167K engagements
"@Gays4Tesla @GaryAndThe62949 @TeslaBoomerMama @jpr007 Stop listening to what mgmt says" @garyblack00 on X 2025-07-24 18:51:49 UTC 521.5K followers, 1318 engagements
"This is the most fascinating response to a poll Ive ever received. XX% of 8000 respondents believe either the market is inefficient or Elons political rhetoric are why $TSLA has underperformed YTD. My view: TSLA delivery and earnings estimates have been slashed and the Austin robotaxi launch with safety driver didnt live up to its hype. For TSLA stock to move higher TSLA needs to show its unsupervised autonomy is at XXXXX% efficacy (1 critical disengagement per 10K miles) and expand Robotaxi without a safety driver to other states which will take time" @garyblack00 on X 2025-07-19 15:37:39 UTC 521.6K followers, 15.9K engagements
"@TeslaWoman @Tesla Then dont put a 160x P/E on $TSLA stock. You cant have it both ways" @garyblack00 on X 2025-07-25 23:04:23 UTC 521.6K followers, 3482 engagements
"Maybe but the videos posted on line with critical disengagements say otherwise. Youre correct that the supervisory driver is needed today but then dont tell me one can just flip a switch and the robotaxi network comes to life. $TSLA shouldnt have a 160x P/E until the supervisory driver comes out" @garyblack00 on X 2025-07-25 23:03:28 UTC 521.6K followers, 2540 engagements
"@thejefflutz @thejefflutz - Thats because youre tracking the wrong universe of competitors. The folks to watch are $NVDA Waymo ($GOOG) Zoox ($AMZN) Nuro ($UBER SoftBank) $BIDU $PONY.ai (Toyota) and WeRide" @garyblack00 on X 2025-07-22 12:17:28 UTC 521.6K followers, 4005 engagements
"$DECK (+17% no position) blew away 1Q ests last night behind strength of HOKA running shoes and UGGS footwear. Deckers reported 1Q sales of $964.5M well above analysts avg ests of $901.4M. 1Q Adj EPS was $.93 vs $.68 expected. HOKA sales were $653M vs $611M expected. UGG sales were $265M vs $237M expected. Swiss sneaker maker On Holding ( $ONON) rose +3% in sympathy.DECK 2Q guidance was in line with expectations and viewed as conservative given the tariff uncertainty" @garyblack00 on X 2025-07-25 13:36:38 UTC 521.6K followers, 19.8K engagements