[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 $tsla, tesla, affordable, stocks the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1161703589942878208/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +12% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1161703589942878208/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX -XX% - X Year XXXXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::1161703589942878208/followers)  - X Week XXXXXXX +0.30% - X Month XXXXXXX +1.10% - X Months XXXXXXX +7% - X Year XXXXXXX +20% ### CreatorRank: XXXXXXX [#](/creator/twitter::1161703589942878208/influencer_rank)  ### Social Influence [#](/creator/twitter::1161703589942878208/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [automotive brands](/list/automotive-brands) XXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [celebrities](/list/celebrities) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [events](/list/events) XXXX% [luxury brands](/list/luxury-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$tsla](/topic/$tsla) #68, [tesla](/topic/tesla) #474, [affordable](/topic/affordable) #1883, [stocks](/topic/stocks) #2813, [$nvda](/topic/$nvda) #631, [$2413t](/topic/$2413t) #530, [has been](/topic/has-been) 0.46%, [over the](/topic/over-the) #3171, [asml](/topic/asml) #68, [cuts](/topic/cuts) #1269 **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@thejefflutz](/creator/undefined) [@farzyness](/creator/undefined) [@piloly](/creator/undefined) [@wholemarsblog](/creator/undefined) [@teslaboomermama](/creator/undefined) [@tslachan](/creator/undefined) [@garyandthe62949](/creator/undefined) [@tesla](/creator/undefined) [@randywkirk1](/creator/undefined) [@android_actions](/creator/undefined) [@sawyermerritt](/creator/undefined) [@nicholasta64669](/creator/undefined) [@grok](/creator/undefined) [@teslalarry](/creator/undefined) [@theteslabull](/creator/undefined) [@troyteslike](/creator/undefined) [@freshjiva](/creator/undefined) [@tslafanmtl](/creator/undefined) [@pbtyrrell](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Oracle Corporation (ORCL)](/topic/$orcl) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [DAOLaunch (DAL)](/topic/$dal) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Netflix Inc (NFLX)](/topic/$nflx) [Apple, Inc. (AAPL)](/topic/$aapl) ### Top Social Posts [#](/creator/twitter::1161703589942878208/posts) --- Top posts by engagements in the last XX hours "@Schultzyyy421 @grok We sold $RIVN stock over a year ago. Why talk about it now" [X Link](https://x.com/garyblack00/status/1975656879335612566) [@garyblack00](/creator/x/garyblack00) 2025-10-07T20:18Z 538.5K followers, XXX 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 538.5K followers, 43.1K 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 538.5K followers, 20.7K 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 538.5K followers, 426.3K 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 538.5K followers, 73.4K 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 538.5K followers, 71.3K engagements "@MorganHammar Without an affirmative answer $TSLA stock has gotten ahead of itself. You cant have it both ways" [X Link](https://x.com/garyblack00/status/1978944401842811175) [@garyblack00](/creator/x/garyblack00) 2025-10-16T22:01Z 538.5K followers, 2019 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 538.2K followers, 50K engagements "My $TSLA outlook from 9/14 still intact. TSLA -X% after big 3Q delivery beat (vs NDX flat). I dont view FSD XX (1-2 critical disengagements per month) or launch of the more affordable Model Y (very high cannibalization of base Model Y) as catalysts. Removal of safety monitors from Austin and SFO by year-end would be a catalyst" [X Link](https://x.com/garyblack00/status/1974428049656434735) [@garyblack00](/creator/x/garyblack00) 2025-10-04T10:55Z 538.2K followers, 104.4K engagements "The likely $TSLA product news tomorrow is a new lower-priced Model Y variant. Many X investors forget Ive been an advocate of a less expensive $TSLA form factor (e.g. Model 2) since 2020. Im a huge supporter of brand leverage (broadening a premium brands appeal by bringing out lower-priced flanker products as Apple Louis Vuitton and some auto manufacturers have done successfully). But it cant just be a cheaper Model Y trim. There has to be a marketing benefit that allows TSLA to enter a new product category (e.g. hatchback) to drive incremental TAM beside price or the volume generated will be" [X Link](https://x.com/garyblack00/status/1975335202781307076) [@garyblack00](/creator/x/garyblack00) 2025-10-06T22:59Z 538.2K followers, 98.2K engagements "@farzyness Youre conflating value and price again Farzad" [X Link](https://x.com/garyblack00/status/1978114129014448605) [@garyblack00](/creator/x/garyblack00) 2025-10-14T15:02Z 538.2K followers, 2435 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 538.5K followers, 79.2K 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 538.5K followers, 12.6K 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 $1000/month today" [X Link](https://x.com/garyblack00/status/1979104739653497252) [@garyblack00](/creator/x/garyblack00) 2025-10-17T08:38Z 538.5K followers, 26.9K engagements "Yeah I voted for Trump but I never thought hed be so foolish to actually move forward with XX% tariffs given the well-documented history of how the Smoot-Hawley Tariff Act of 1930 triggered the onset of the Great Depression as global trade flows dried up" [X Link](https://x.com/garyblack00/status/1896662860014690759) [@garyblack00](/creator/x/garyblack00) 2025-03-03T20:43Z 538.4K followers, 8.9M engagements "$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 538.3K followers, 150.7K engagements "This reiterates what Ive said previously about the more affordable $TSLA Model Y due out in 4Q and which may be unveiled tomorrow. $TSLA +2.9% in early trading. I view the new more affordable ($35K) Model Y as a non-catalyst as it seems to be a stripped down version of the existing Model Y. Unless the cheaper Model Y turns out to be a new form factor (e.g hatchback) sufficiently differentiated from the existing Model Y to generate incremental volume net of cannibalization it is likely to be a repeat of 2023-2024 when TSLA cut prices (and costs) earnings ests plunged by XX% and TSLA got zero" [X Link](https://x.com/garyblack00/status/1975194538835624340) [@garyblack00](/creator/x/garyblack00) 2025-10-06T13:40Z 538.3K followers, 104K engagements "@squawksquare $NFLX has outperformed $TSLA all year (NFLX +34% vs TSLA +9%) despite its wokeness" [X Link](https://x.com/garyblack00/status/1975597909858005374) [@garyblack00](/creator/x/garyblack00) 2025-10-07T16:23Z 538.4K followers, 2207 engagements "$TSLA has introduced new lower-priced M-3 and M-Y trims at -XX% and -XX% discounts off the premium M-3 and M-Y trims respectively. These are not new models or form factors. They are merely lower-priced trims of the current models using the moniker standard. The standard M-3 is priced at $36990 (vs $42490 for the premium M-3). The standard M-Y is priced at $$39990 (vs $44990 for the M-Y premium). Given that this is just a new trim and does not offer news our conviction is higher this will not lead to incremental volume growth but instead cannibalize the higher priced trims" [X Link](https://x.com/garyblack00/status/1975630337259761979) [@garyblack00](/creator/x/garyblack00) 2025-10-07T18:32Z 538.5K followers, 117.5K 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 538.4K followers, XXX engagements "@typemark Since we exited TSLA: TSLA +19% Mag X +24% NVDA +36%" [X Link](https://x.com/garyblack00/status/1976037512247427352) [@garyblack00](/creator/x/garyblack00) 2025-10-08T21:30Z 538.4K followers, XXX engagements "For years Ive argued $TSLA needs a 1-2 person PR staff to fight off regulatory efforts like this. Of course new director of NHTSA Jonathan Morrison is going to try to make a name for himself with this initiative. NHTSA filing: Tech Crunch summary:" [X Link](https://x.com/garyblack00/status/1976280459932750139) [@garyblack00](/creator/x/garyblack00) 2025-10-09T13:35Z 538.3K followers, 45.6K engagements "Attorneys representing $TSLA and CEO Elon Musk argued in Delaware Supreme Court yesterday that the court should overturn a 2023 Chancery Court decision that rescinded Musk's $XX billion pay package after a 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. 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/1978775037415919633) [@garyblack00](/creator/x/garyblack00) 2025-10-16T10:48Z 538.4K followers, 4680 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 538.5K followers, 178.3K engagements "I expect $TSLA stock to remain strong through the end of 3Q (9/30) as analysts scramble to raise 3Q delivery estimates (my est 470K vs consensus 432K). This should reverse in 4Q as hedge funds unwind their bullish bets geared to a 3Q delivery beat. The bigger catalyst remains removal of robotaxi safety monitors at year-end which if successful would allow TSLA robotaxi to expand from XXX cars now in Austin/SFO to potentially thousands as TSLA scales up its autonomous ride hailing business. At even a 5000 vehicle robotaxi fleet I anticipate little 2026 TSLA incremental earnings impact" [X Link](https://x.com/garyblack00/status/1967390840310956540) [@garyblack00](/creator/x/garyblack00) 2025-09-15T00:51Z 538.5K followers, 335.1K 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 538.5K followers, 430.1K engagements "$TSLA bulls keep echoing Elons mantra that if Teslas EV prices were lower TSLA would sell more EVs. That certainly wasnt true in 2023 and 2024 when TSLA cut ASPs by -XXXX% per year and 2024 TSLA deliveries fell -XXX% vs industry global EV volumes +25%. The reason Competitors matched TSLAs price cuts and would llkely do the same today. Per Grok:" [X Link](https://x.com/garyblack00/status/1975616448148951108) [@garyblack00](/creator/x/garyblack00) 2025-10-07T17:37Z 538.5K followers, 42.4K engagements "In todays pre-market summary for Subscribers: Gold smashed through $4000/oz and is on track for its best yearly gain since 1979; Investors continue to shrug off the U.S. govt shutdown lofty valuations and AI investment frenzy; Investors reacted skeptically to $TSLA s new more affordable vehicles with lowered price points that are unlikely to move the sales needle" [X Link](https://x.com/garyblack00/status/1975873786814636204) [@garyblack00](/creator/x/garyblack00) 2025-10-08T10:39Z 538.5K followers, 22.4K 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 538.5K followers, 62.4K engagements "@thejefflutz Its why $TSLA will likely never pass $AAPL in market cap" [X Link](https://x.com/garyblack00/status/1976283482197520816) [@garyblack00](/creator/x/garyblack00) 2025-10-09T13:47Z 538.5K followers, 1936 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 538.5K followers, 73.1K 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 538.5K followers, 10.2K 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 538.5K followers, 22.2K 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 538.5K followers, 68.8K 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 538.5K followers, 48.3K 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 538.5K followers, 31.9K 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 538.5K followers, 1631 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, affordable, stocks the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +12%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.30%
- X Month XXXXXXX +1.10%
- X Months XXXXXXX +7%
- X Year XXXXXXX +20%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% automotive brands XXXX% finance XXXX% technology brands XXXX% celebrities XXXX% cryptocurrencies XXX% events XXXX% luxury brands XXXX% fashion brands XXXX% countries XXXX%
Social topic influence $tsla #68, tesla #474, affordable #1883, stocks #2813, $nvda #631, $2413t #530, has been 0.46%, over the #3171, asml #68, cuts #1269
Top accounts mentioned or mentioned by @elonmusk @thejefflutz @farzyness @piloly @wholemarsblog @teslaboomermama @tslachan @garyandthe62949 @tesla @randywkirk1 @android_actions @sawyermerritt @nicholasta64669 @grok @teslalarry @theteslabull @troyteslike @freshjiva @tslafanmtl @pbtyrrell
Top assets mentioned Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Rivian Automotive, Inc. (RIVN) Oracle Corporation (ORCL) Joby Aviation, Inc. (JOBY) DAOLaunch (DAL) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Uber Technologies, Inc. (UBER) Netflix Inc (NFLX) Apple, Inc. (AAPL)
Top Social Posts #
Top posts by engagements in the last XX hours
"@Schultzyyy421 @grok We sold $RIVN stock over a year ago. Why talk about it now"
X Link @garyblack00 2025-10-07T20:18Z 538.5K followers, XXX 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 @garyblack00 2025-10-11T08:10Z 538.5K followers, 43.1K 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 @garyblack00 2025-10-15T14:25Z 538.5K followers, 20.7K 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 @garyblack00 2025-10-07T19:42Z 538.5K followers, 426.3K 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 @garyblack00 2025-10-14T08:37Z 538.5K followers, 73.4K 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 @garyblack00 2025-10-16T10:57Z 538.5K followers, 71.3K engagements
"@MorganHammar Without an affirmative answer $TSLA stock has gotten ahead of itself. You cant have it both ways"
X Link @garyblack00 2025-10-16T22:01Z 538.5K followers, 2019 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 @garyblack00 2025-09-11T18:17Z 538.2K followers, 50K engagements
"My $TSLA outlook from 9/14 still intact. TSLA -X% after big 3Q delivery beat (vs NDX flat). I dont view FSD XX (1-2 critical disengagements per month) or launch of the more affordable Model Y (very high cannibalization of base Model Y) as catalysts. Removal of safety monitors from Austin and SFO by year-end would be a catalyst"
X Link @garyblack00 2025-10-04T10:55Z 538.2K followers, 104.4K engagements
"The likely $TSLA product news tomorrow is a new lower-priced Model Y variant. Many X investors forget Ive been an advocate of a less expensive $TSLA form factor (e.g. Model 2) since 2020. Im a huge supporter of brand leverage (broadening a premium brands appeal by bringing out lower-priced flanker products as Apple Louis Vuitton and some auto manufacturers have done successfully). But it cant just be a cheaper Model Y trim. There has to be a marketing benefit that allows TSLA to enter a new product category (e.g. hatchback) to drive incremental TAM beside price or the volume generated will be"
X Link @garyblack00 2025-10-06T22:59Z 538.2K followers, 98.2K engagements
"@farzyness Youre conflating value and price again Farzad"
X Link @garyblack00 2025-10-14T15:02Z 538.2K followers, 2435 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 @garyblack00 2025-09-12T11:53Z 538.5K followers, 79.2K engagements
"First eVTOL ads Ive seen for $JOBY / $DAL partnership"
X Link @garyblack00 2025-10-16T11:29Z 538.5K followers, 12.6K 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 @garyblack00 2025-10-17T08:38Z 538.5K followers, 26.9K 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"
X Link @garyblack00 2025-03-03T20:43Z 538.4K followers, 8.9M 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 @garyblack00 2025-08-19T21:51Z 538.3K followers, 150.7K engagements
"This reiterates what Ive said previously about the more affordable $TSLA Model Y due out in 4Q and which may be unveiled tomorrow. $TSLA +2.9% in early trading. I view the new more affordable ($35K) Model Y as a non-catalyst as it seems to be a stripped down version of the existing Model Y. Unless the cheaper Model Y turns out to be a new form factor (e.g hatchback) sufficiently differentiated from the existing Model Y to generate incremental volume net of cannibalization it is likely to be a repeat of 2023-2024 when TSLA cut prices (and costs) earnings ests plunged by XX% and TSLA got zero"
X Link @garyblack00 2025-10-06T13:40Z 538.3K followers, 104K engagements
"@squawksquare $NFLX has outperformed $TSLA all year (NFLX +34% vs TSLA +9%) despite its wokeness"
X Link @garyblack00 2025-10-07T16:23Z 538.4K followers, 2207 engagements
"$TSLA has introduced new lower-priced M-3 and M-Y trims at -XX% and -XX% discounts off the premium M-3 and M-Y trims respectively. These are not new models or form factors. They are merely lower-priced trims of the current models using the moniker standard. The standard M-3 is priced at $36990 (vs $42490 for the premium M-3). The standard M-Y is priced at $$39990 (vs $44990 for the M-Y premium). Given that this is just a new trim and does not offer news our conviction is higher this will not lead to incremental volume growth but instead cannibalize the higher priced trims"
X Link @garyblack00 2025-10-07T18:32Z 538.5K followers, 117.5K 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 @garyblack00 2025-10-07T22:13Z 538.4K followers, XXX engagements
"@typemark Since we exited TSLA: TSLA +19% Mag X +24% NVDA +36%"
X Link @garyblack00 2025-10-08T21:30Z 538.4K followers, XXX engagements
"For years Ive argued $TSLA needs a 1-2 person PR staff to fight off regulatory efforts like this. Of course new director of NHTSA Jonathan Morrison is going to try to make a name for himself with this initiative. NHTSA filing: Tech Crunch summary:"
X Link @garyblack00 2025-10-09T13:35Z 538.3K followers, 45.6K engagements
"Attorneys representing $TSLA and CEO Elon Musk argued in Delaware Supreme Court yesterday that the court should overturn a 2023 Chancery Court decision that rescinded Musk's $XX billion pay package after a 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. We expect the DE Supreme Court to overturn the DE Chancery judges 2024 ruling. A decision is expected before year-end"
X Link @garyblack00 2025-10-16T10:48Z 538.4K followers, 4680 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 @garyblack00 2025-09-13T13:05Z 538.5K followers, 178.3K engagements
"I expect $TSLA stock to remain strong through the end of 3Q (9/30) as analysts scramble to raise 3Q delivery estimates (my est 470K vs consensus 432K). This should reverse in 4Q as hedge funds unwind their bullish bets geared to a 3Q delivery beat. The bigger catalyst remains removal of robotaxi safety monitors at year-end which if successful would allow TSLA robotaxi to expand from XXX cars now in Austin/SFO to potentially thousands as TSLA scales up its autonomous ride hailing business. At even a 5000 vehicle robotaxi fleet I anticipate little 2026 TSLA incremental earnings impact"
X Link @garyblack00 2025-09-15T00:51Z 538.5K followers, 335.1K engagements
"Some basic lessons for new investors to live by: 1/ Ignore the crowd. You make money by going against the consensus. 2/ Always pick stocks where you feel you have a research edge. 3/ You rarely go wrong investing in the company with the best product. 4/ Dont listen to management. They are paid to be bullish. 5/ Study competitors suppliers and customer behavior. Be a product junkie. 6/ Have in your mind what you think a stock is worth which is different from price. 7/ Be able to articulate in one sentence why you own a stock. 8/ Develop specific downside scenarios that would cause you to sell"
X Link @garyblack00 2025-08-08T19:29Z 538.5K followers, 430.1K engagements
"$TSLA bulls keep echoing Elons mantra that if Teslas EV prices were lower TSLA would sell more EVs. That certainly wasnt true in 2023 and 2024 when TSLA cut ASPs by -XXXX% per year and 2024 TSLA deliveries fell -XXX% vs industry global EV volumes +25%. The reason Competitors matched TSLAs price cuts and would llkely do the same today. Per Grok:"
X Link @garyblack00 2025-10-07T17:37Z 538.5K followers, 42.4K engagements
"In todays pre-market summary for Subscribers: Gold smashed through $4000/oz and is on track for its best yearly gain since 1979; Investors continue to shrug off the U.S. govt shutdown lofty valuations and AI investment frenzy; Investors reacted skeptically to $TSLA s new more affordable vehicles with lowered price points that are unlikely to move the sales needle"
X Link @garyblack00 2025-10-08T10:39Z 538.5K followers, 22.4K engagements
"$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 @garyblack00 2025-10-08T11:12Z 538.5K followers, 62.4K engagements
"@thejefflutz Its why $TSLA will likely never pass $AAPL in market cap"
X Link @garyblack00 2025-10-09T13:47Z 538.5K followers, 1936 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 @garyblack00 2025-10-11T08:11Z 538.5K followers, 73.1K 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 @garyblack00 2025-10-14T14:16Z 538.5K followers, 10.2K 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; $TSLA continues to underperform broader benchmarks YTD as FY26-FY30 earnings ests come down and it"
X Link @garyblack00 2025-10-15T09:12Z 538.5K followers, 22.2K engagements
"$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 @garyblack00 2025-10-16T19:38Z 538.5K followers, 68.8K 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 @garyblack00 2025-10-16T21:40Z 538.5K followers, 48.3K 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 @garyblack00 2025-10-18T00:31Z 538.5K followers, 31.9K 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 @garyblack00 2025-10-18T01:00Z 538.5K followers, 1631 engagements