[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, $nflx, $wbd the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1161703589942878208/interactions)  - X Week XXXXXXX +645% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1161703589942878208/posts_active)  - X Week XX +71% - X Month XXX -XX% - X Months XXX -XX% - X Year XXXXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::1161703589942878208/followers)  - X Week XXXXXXX +0.18% - X Month XXXXXXX +0.84% - X Months XXXXXXX +6.80% - X Year XXXXXXX +18% ### CreatorRank: XXXXXXX [#](/creator/twitter::1161703589942878208/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3952 [automotive brands](/list/automotive-brands) #3632 [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$tsla](/topic/$tsla) #23, [tesla](/topic/tesla) #226, [$nflx](/topic/$nflx) #54, [$wbd](/topic/$wbd) #23, [wbd](/topic/wbd) #53, [autonomy](/topic/autonomy) #12, [$bidu](/topic/$bidu) #48, [$nvda](/topic/$nvda) 7.14%, [investment](/topic/investment) #3242, [in 2026](/topic/in-2026) #540 **Top accounts mentioned or mentioned by** [@halldj00](/creator/undefined) [@naveenb92258671](/creator/undefined) [@betitallontesla](/creator/undefined) [@lookwhatatomato](/creator/undefined) [@dino95177184](/creator/undefined) [@mdannhorn](/creator/undefined) [@beagleinvesting](/creator/undefined) [@james95113983](/creator/undefined) [@eudemokrat](/creator/undefined) [@bedurion](/creator/undefined) [@fees75](/creator/undefined) [@tslafanmtl](/creator/undefined) [@gfilche](/creator/undefined) [@herbertong](/creator/undefined) [@teslaboomermama](/creator/undefined) [@elonmusk](/creator/undefined) [@topshelfrocket](/creator/undefined) [@lewiswithrow5](/creator/undefined) [@sawyermerritt](/creator/undefined) [@xdaily](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Bitcoin (BTC)](/topic/bitcoin) [Metadium (META)](/topic/$meta) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last XX hours "Other $TSLA story on Bloomberg this morning pushing TSLA lower. Tesla humanoid robot Optimus' actions during an event in Miami have raised fresh questions about the robot's autonomy. Optimus appears to take off headset during Teslas autonomy visualized event in Miami on Saturday. An Optimus robot can be seen standing behind the counter with bottles of water for the patrons of the event in a video that has surfaced on social media. The video showcases an Optimus robot mimicking a gesture of taking off a headset except the robot wasn't wearing any headsets or headgear. The robot then falls to" [X Link](https://x.com/garyblack00/status/1997987058640437495) 2025-12-08T11:10Z 547.2K followers, 590.8K engagements "$NFLX has emerged as the buyer of $WBD with a cash/stock offer valued at $27.75/share. We believe dilution to $NFLX will be minimal given the XX% cash/15% stock mix financing the deal. NFLXs after-tax cost of debt is likely just XXX% and we estimate rhe current after-tax cash return on the assets being purchased is 5.0-5.5% before cost synergies which management estimated at $2-$3 billion per year and any subscription price increases assuming WBD content purchased is bundled together with NFLX content. To offset the cost of a $27.75/share stock acquisition and assumption of net debt ($82.7B" [X Link](https://x.com/garyblack00/status/1996951695331352947) 2025-12-05T14:36Z 547.2K followers, 30.9K engagements "@BetitallonTesla @TSLAFanMtl I have argued for years that $TSLA would achieve unsupervised autonomy but others would master it as well. That prediction has proven correct as $GOOG $BIDU $PONY and $WRD are already operating unsupervised autonomous ride hailing platforms and $TSLA is getting close" [X Link](https://x.com/garyblack00/status/1997468444137275830) 2025-12-07T00:49Z 547.2K followers, XXX engagements "2/ $WBD CEO David Zaslav says the company is open to receiving higher offers from the Ellisons" [X Link](https://x.com/garyblack00/status/1998149711719501941) 2025-12-08T21:56Z 547.3K followers, 12.5K engagements "In early Jan $TSLA M-Y was $65990. Today its $49900. After the $7500 EV credit the new cost is $42400 or XX% lower. Why isnt TSLA demand elasticity higher" [X Link](https://x.com/garyblack00/status/1649138631007764481) 2023-04-20T19:51Z 547K followers, 296.4K engagements "$NVDA +4.5% post market after reporting 3Q results that exceeded expectations and posting 4Q rev guidance that also beat expectations. NVDAs beat and raise will help offset concerns that the global surge in AI spending is slowing down. Other AI names moved higher in sympathy: $AVGO +2.2% $AMD +3.2% $MRVL +2.6% all post-mkt. NVDA 3Q: - Revs $57.0B (+62% YoY) vs $55.2B (+57% YoY) exp - Adj EPS $XXXX vs $XXXX exp - Adj operating margin XXXX% vs XXXX% est 4Q guide: - Revs $65B vs $62B est CEO Jensen Huang: AI is going everywhere doing everything all at once" [X Link](https://x.com/garyblack00/status/1991281219125014726) 2025-11-19T23:03Z 547K followers, 29.3K engagements "The S&P XXX logged its biggest intraday reversal at XXX% since the height of the tariff turmoil in April. Fed speakers continue to talk down another 25bp rate cut in December as the relatively strong Sept employment # today (+119K adds highest # since April) cemented the no rate cut outlook" [X Link](https://x.com/garyblack00/status/1991652550840303980) 2025-11-20T23:39Z 547.1K followers, 35.4K engagements "Long-time followers know weve never been fans of #btc given no industrial uses no cash flow and therefore no way to determine intrinsic value. This week has been the worst week for crypto since the April tariff tantrums and Bitcoin is on track for its worst monthly performance since 2022 having shed about a quarter of its value in November. Driving cryptos decline has been Fed policy uncertainty and fading hopes of further interest rate cuts. We have no idea where it ends and been wrong before in predicting its demise but #btcs volatility and lack of cash flow make it anything but a safe" [X Link](https://x.com/garyblack00/status/1991835978319720465) 2025-11-21T11:47Z 547.1K followers, 35.8K engagements "$NVDA down -XXX% pre-mkt on reports that $META is in talks to spend billions on Googles new TPU (tensor processing units) AI chips in its data centers in 2027. An agreement would help establish TPUs as an alternative to Nvidias chips the gold standard for big tech firms and startups from Meta to OpenAI that need computing power to develop and run artificial intelligence platforms. Last month $GOOG (+4.2% pre-mkt) announced a deal to supply up to X million of its chips to Anthropic PBC drawing attention to the potential for long-term challenges to Nvidias dominant market position" [X Link](https://x.com/garyblack00/status/1993297333786656991) 2025-11-25T12:34Z 547.2K followers, 35.3K engagements "Ive often said there could be one ir more legacy auto companies that sign a licensing deal with $TSLA and I have in the past included it as a positive $TSLA catalyst. That said I continue to believe unsupervised autonomy is too important strategically for any auto manufacturer to just cede to TSLA; hence virtually all auto manufacturers will continue to invest in autonomous vehicles just as they continue to invest in EVs despite their current lack of profitability" [X Link](https://x.com/garyblack00/status/1993372864381145417) 2025-11-25T17:35Z 547.2K followers, 15.9K engagements "@naveenb92258671 We are long $NFLX. We are long $GOOGL and $BIDU. We have no position in $TSLA which is an implied bet given its weight in the benchmark" [X Link](https://x.com/garyblack00/status/1996165741255561247) 2025-12-03T10:32Z 547K followers, XXX engagements "$TSLA (+6% YTD) has significantly underperformed SPX (+16%) NDX (+22%) and its Mag X peers (+23% avg) this year despite clear evidence that TSLA and a handful of competitors are close to achieving unsupervised autonomy. The major catalyst for TSLA is now removal of safety monitors in all Robotaxis which would signal an imminent scale up and which Elon has targeted in Austin by year-end" [X Link](https://x.com/garyblack00/status/1995963070993301536) 2025-12-02T21:07Z 547.2K followers, 48.1K engagements "Ive argued this for years. Legacy auto will allow its EVs to be charged at TSLAs superchargers but would never allow $TSLA to take control of their full-self driving capabilities. EVs and unsupervised autonomy are table stakes for remaining in the automotive business. Every manufacturer will develop their own EV and autonomous capabilities" [X Link](https://x.com/garyblack00/status/1993306354581197014) 2025-11-25T13:10Z 547.3K followers, 331.6K engagements "$BYDDY -XXX% in Asia (1211 HK) after announcing temporary price cuts on XX different EV models within its Dynasty and Ocean franchises that will run through June XX. The price cuts range from 6-20% and will likely be matched by Chinese EV competitors. This could weigh down $TSLA when it resumes trading Tuesday although SPX and NDX futures were +1% on Trumps decision to extend a proposed XX% increase in EU tariffs until July X. We view Elons announcement that he will return 24/7 to $TSLA X and xAI as a non-event since it wont likely change TSLAs declining delivery trajectory (FY25 WS" [X Link](https://x.com/garyblack00/status/1926863139594817712) 2025-05-26T04:49Z 547.4K followers, 230.4K 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) 2025-08-08T19:29Z 547.3K followers, 488K engagements "The market attaches a XX% probability to a Fed funds rate cut of 25bp on Wednesday to 3.5-3.75%. The market expects two additional 25bp rate cuts in 2026 in March and June. To appease inflation hawks on the FOMC Powell is expected to lean hawkish at the news conference but it may not even matter after this meeting with the next Fed chair National Economic Council Director Kevin Hassett is the frontrunner likely to join the Fed as soon as February rendering Powell essentially a lame duck for the last few months of his chairmanship. Hassett is a well-known dove and his appointment would likely" [X Link](https://x.com/garyblack00/status/1997671432520712399) 2025-12-07T14:15Z 547.2K followers, 34.2K engagements "In todays pre-mkt summary for Subscribers: Traders putting XX% odds on Fed rate cut of 25bp this Wednesday and dot plot showing two more int rate cuts in 2026; $NFLX recovering somewhat pre-mkt after President Trump suggested on Sunday that Netflixs bid to buy Warner Bros Discoverys TV and film assets could be a problem amid concerns over the streaming giants increased market dominance; $TSLA -XXX% pre-market after new Morgan Stanley analyst Andrew Percoco downgraded the EV maker to equal-weight from overweight saying non-auto catalysts were already priced into the stock and a new Optimus" [X Link](https://x.com/garyblack00/status/1997996289208746363) 2025-12-08T11:46Z 547.3K followers, 15.8K engagements "As expected Paramount has launched a hostile $30/share cash offer for all of $WBD which would have far fewer regulatory issues than the $NFLX offer of $27.75/share ($23.25/share cash plus $4.50/share NFLX stock). Specifically the $PSKY offer which is backed by the Ellison family offers $XX billion more in cash than the NFLX offer and would likely close much quicker than the NFLX offer. Importantly the $PSKY offer is for all of WBD including the global networks being spun off while the NFLX offer imputes $3/share of value to spinoff of the WBD global networks business. We expect this to cause" [X Link](https://x.com/garyblack00/status/1998044380821639197) 2025-12-08T14:57Z 547.3K followers, 36.5K engagements "Many long-time $TSLA investors do not understand $TSLA stock. I offered two reasons for yesterdays -XXX% decline: 1/ MS downgraded $TSLA to a hold from a buy which was the dominant reason and 2/ Investors now questioning whether Optimus technology is truly as far along as many suggest if TSLA has to tele-operate them from afar. If Optimus is predominantly tele-operated rather than AI-driven they are not scalable. This is the same issue with Robotaxis and safety monitors. If a safety monitor is needed for every Robotaxi then Robotaxis are not truly scalable and TSLA stock shouldnt trade at a" [X Link](https://x.com/garyblack00/status/1998331395500814720) 2025-12-09T09:58Z 547.2K followers, 56.5K engagements "@mdannhorn The difference is: Im not naive. Recall I never bought into the former investment narrative that $TSLA would sell 20M EVs/year by 2030. My math: That would have represented XX% global market share which seemed preposterous at the time - and it was" [X Link](https://x.com/garyblack00/status/1998344211360289258) 2025-12-09T10:49Z 547.4K followers, 1323 engagements "@BeagleInvesting Sorry we dont trade. Youre conflating valuation discipline and trading. Fundamental to our investment process: When a stock like $TSLA reaches our price target we trim or exit. You dont seem to care about valuation. Thats risky investing" [X Link](https://x.com/garyblack00/status/1998381847450096103) 2025-12-09T13:18Z 547.4K followers, XXX engagements "3/ $NFLX comments from UBS conference yesterday (Dec 8). $WBD" [X Link](https://x.com/garyblack00/status/1998450497548951780) 2025-12-09T17:51Z 547.3K followers, 5343 engagements "In China $BIDU $PONY and $WRD are completing 450K paid unsupervised autonomous rides per week without safety monitors. In the U.S. $GOOG (Waymo) is completing 250K paid unsupervised autonomous rides per week without safety monitors. For $TSLA bulls who keep asking who are the handful of competitors" [X Link](https://x.com/garyblack00/status/1996162856593600704) 2025-12-03T10:21Z 547.4K followers, 9630 engagements "2/ Paramount Weighs Higher Bid for Warner Brothers CNBC reports. 12/5/2025 1:09pm ET If $PSKY increases its bid for $WBD from $30/share all cash to $32/share all cash both $WBD ($25.75) and $NFLX ($99.70) should move higher - the latter as investors discount lower odds of NFLX winning. Paramount Skydance ( $PSKY) is likely not done with its pursuit of Warner Bros. Discovery ( $WBD) despite the deal this mooring with Netflix ( $NFLX) Alex Sherman of CNBC reports. Paramount has accused Warner Bros. of failing to properly consider its offer of $XX per share in all cash the website notes." [X Link](https://x.com/garyblack00/status/1997010174301856166) 2025-12-05T18:28Z 547.2K followers, 12K engagements "3/ How Warner Bros. Discoverys CEO decided to sell to Netflix and why the media giants auction may not be over 12/5/2025 4:43pm ET Charles Gasparino" [X Link](https://x.com/garyblack00/status/1997062821381566633) 2025-12-05T21:57Z 547.2K followers, 7472 engagements "$TSLA Falls as Morgan Stanley Downgrades on Valuation Concerns By Subrat Patnaik 12/08/2025 04:54:33 (Bloomberg) -- Tesla shares fall XXX% in premarket trading as Morgan Stanley downgrades the electric-car maker to equal-weight from overweight saying non-auto catalysts are priced into the stock. Analyst Andrew Percoco assumes coverage from his peer and longtime Tesla analyst Adam Jonas who has moved on to cover AI-related stocks at the brokerage firm. Percoco notes that downgrade reflects downside to consensus estimates coupled with a non-auto catalyst path that appears broadly priced As such" [X Link](https://x.com/garyblack00/status/1997985121383690499) 2025-12-08T11:02Z 547.2K followers, 87.1K engagements "Funny how $TSLA bulls trash anyone who posts anything negative about the company. Its not about being intellectually honest or not; its just a deep-seated reluctance to admit anything negative about a company that has significantly underperformed the S&P XXX NDX and Mag X all year as TSLA 2026-2030 earnings estimates have been slashed. These same bulls wont show their valuation analyses which makes me wonder how serious they are about investing. For the record we wont short great companies like TSLA just because they sell at rich valuations (2026 P/E of 200x vs 2026-2030 EPS growth of +35%;" [X Link](https://x.com/garyblack00/status/1998180590000951385) 2025-12-08T23:59Z 547.2K followers, 75.3K engagements "Sorry to burst your bubble Jeff but many professional investors who closely follow $TSLA can usually (but not always) tell you why the stock is rising or falling. Stock is up +2% today on Alex Potters reiteration of his Buy rating and $XXX price target and very positive FSD community tracker data he posted yesterday" [X Link](https://x.com/garyblack00/status/1998483509480919504) 2025-12-09T20:02Z 547.2K followers, 4337 engagements "In todays pre-mkt summary for Subscribers: Equities slipped in front of todays almost certain 25bp Fed rate cut and new dot plot showing X additional rate cuts in 2026; $WBD continues to move higher as investors expect bidding to go above the current $30/share cash offer by $PSKY; $NVDA wavered as the Chinese govt considered whether to allow its tech companies to buy Nvidia's H200 chips after President Trump's decision to resume their export to the country; $AVAV fell after the 43-day U.S. govt shutdown shifted order activity until later in 2026 even as demand remained strong; $TSLA rose" [X Link](https://x.com/garyblack00/status/1998714112142885290) 2025-12-10T11:19Z 547.2K followers, 12K engagements
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@garyblack00 Gary Black
Gary Black posts on X about $tsla, tesla, $nflx, $wbd the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +645%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX +71%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXXXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.18%
- X Month XXXXXXX +0.84%
- X Months XXXXXXX +6.80%
- X Year XXXXXXX +18%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #3952 automotive brands #3632 finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% celebrities XXXX% countries XXXX%
Social topic influence $tsla #23, tesla #226, $nflx #54, $wbd #23, wbd #53, autonomy #12, $bidu #48, $nvda 7.14%, investment #3242, in 2026 #540
Top accounts mentioned or mentioned by @halldj00 @naveenb92258671 @betitallontesla @lookwhatatomato @dino95177184 @mdannhorn @beagleinvesting @james95113983 @eudemokrat @bedurion @fees75 @tslafanmtl @gfilche @herbertong @teslaboomermama @elonmusk @topshelfrocket @lewiswithrow5 @sawyermerritt @xdaily
Top assets mentioned Tesla, Inc. (TSLA) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) NVIDIA Corp. (NVDA) Paramount Skydance Corporation Class B Common Stock (PSKY) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Marvell Technology Inc (MRVL) Bitcoin (BTC) Metadium (META) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last XX hours
"Other $TSLA story on Bloomberg this morning pushing TSLA lower. Tesla humanoid robot Optimus' actions during an event in Miami have raised fresh questions about the robot's autonomy. Optimus appears to take off headset during Teslas autonomy visualized event in Miami on Saturday. An Optimus robot can be seen standing behind the counter with bottles of water for the patrons of the event in a video that has surfaced on social media. The video showcases an Optimus robot mimicking a gesture of taking off a headset except the robot wasn't wearing any headsets or headgear. The robot then falls to"
X Link 2025-12-08T11:10Z 547.2K followers, 590.8K engagements
"$NFLX has emerged as the buyer of $WBD with a cash/stock offer valued at $27.75/share. We believe dilution to $NFLX will be minimal given the XX% cash/15% stock mix financing the deal. NFLXs after-tax cost of debt is likely just XXX% and we estimate rhe current after-tax cash return on the assets being purchased is 5.0-5.5% before cost synergies which management estimated at $2-$3 billion per year and any subscription price increases assuming WBD content purchased is bundled together with NFLX content. To offset the cost of a $27.75/share stock acquisition and assumption of net debt ($82.7B"
X Link 2025-12-05T14:36Z 547.2K followers, 30.9K engagements
"@BetitallonTesla @TSLAFanMtl I have argued for years that $TSLA would achieve unsupervised autonomy but others would master it as well. That prediction has proven correct as $GOOG $BIDU $PONY and $WRD are already operating unsupervised autonomous ride hailing platforms and $TSLA is getting close"
X Link 2025-12-07T00:49Z 547.2K followers, XXX engagements
"2/ $WBD CEO David Zaslav says the company is open to receiving higher offers from the Ellisons"
X Link 2025-12-08T21:56Z 547.3K followers, 12.5K engagements
"In early Jan $TSLA M-Y was $65990. Today its $49900. After the $7500 EV credit the new cost is $42400 or XX% lower. Why isnt TSLA demand elasticity higher"
X Link 2023-04-20T19:51Z 547K followers, 296.4K engagements
"$NVDA +4.5% post market after reporting 3Q results that exceeded expectations and posting 4Q rev guidance that also beat expectations. NVDAs beat and raise will help offset concerns that the global surge in AI spending is slowing down. Other AI names moved higher in sympathy: $AVGO +2.2% $AMD +3.2% $MRVL +2.6% all post-mkt. NVDA 3Q: - Revs $57.0B (+62% YoY) vs $55.2B (+57% YoY) exp - Adj EPS $XXXX vs $XXXX exp - Adj operating margin XXXX% vs XXXX% est 4Q guide: - Revs $65B vs $62B est CEO Jensen Huang: AI is going everywhere doing everything all at once"
X Link 2025-11-19T23:03Z 547K followers, 29.3K engagements
"The S&P XXX logged its biggest intraday reversal at XXX% since the height of the tariff turmoil in April. Fed speakers continue to talk down another 25bp rate cut in December as the relatively strong Sept employment # today (+119K adds highest # since April) cemented the no rate cut outlook"
X Link 2025-11-20T23:39Z 547.1K followers, 35.4K engagements
"Long-time followers know weve never been fans of #btc given no industrial uses no cash flow and therefore no way to determine intrinsic value. This week has been the worst week for crypto since the April tariff tantrums and Bitcoin is on track for its worst monthly performance since 2022 having shed about a quarter of its value in November. Driving cryptos decline has been Fed policy uncertainty and fading hopes of further interest rate cuts. We have no idea where it ends and been wrong before in predicting its demise but #btcs volatility and lack of cash flow make it anything but a safe"
X Link 2025-11-21T11:47Z 547.1K followers, 35.8K engagements
"$NVDA down -XXX% pre-mkt on reports that $META is in talks to spend billions on Googles new TPU (tensor processing units) AI chips in its data centers in 2027. An agreement would help establish TPUs as an alternative to Nvidias chips the gold standard for big tech firms and startups from Meta to OpenAI that need computing power to develop and run artificial intelligence platforms. Last month $GOOG (+4.2% pre-mkt) announced a deal to supply up to X million of its chips to Anthropic PBC drawing attention to the potential for long-term challenges to Nvidias dominant market position"
X Link 2025-11-25T12:34Z 547.2K followers, 35.3K engagements
"Ive often said there could be one ir more legacy auto companies that sign a licensing deal with $TSLA and I have in the past included it as a positive $TSLA catalyst. That said I continue to believe unsupervised autonomy is too important strategically for any auto manufacturer to just cede to TSLA; hence virtually all auto manufacturers will continue to invest in autonomous vehicles just as they continue to invest in EVs despite their current lack of profitability"
X Link 2025-11-25T17:35Z 547.2K followers, 15.9K engagements
"@naveenb92258671 We are long $NFLX. We are long $GOOGL and $BIDU. We have no position in $TSLA which is an implied bet given its weight in the benchmark"
X Link 2025-12-03T10:32Z 547K followers, XXX engagements
"$TSLA (+6% YTD) has significantly underperformed SPX (+16%) NDX (+22%) and its Mag X peers (+23% avg) this year despite clear evidence that TSLA and a handful of competitors are close to achieving unsupervised autonomy. The major catalyst for TSLA is now removal of safety monitors in all Robotaxis which would signal an imminent scale up and which Elon has targeted in Austin by year-end"
X Link 2025-12-02T21:07Z 547.2K followers, 48.1K engagements
"Ive argued this for years. Legacy auto will allow its EVs to be charged at TSLAs superchargers but would never allow $TSLA to take control of their full-self driving capabilities. EVs and unsupervised autonomy are table stakes for remaining in the automotive business. Every manufacturer will develop their own EV and autonomous capabilities"
X Link 2025-11-25T13:10Z 547.3K followers, 331.6K engagements
"$BYDDY -XXX% in Asia (1211 HK) after announcing temporary price cuts on XX different EV models within its Dynasty and Ocean franchises that will run through June XX. The price cuts range from 6-20% and will likely be matched by Chinese EV competitors. This could weigh down $TSLA when it resumes trading Tuesday although SPX and NDX futures were +1% on Trumps decision to extend a proposed XX% increase in EU tariffs until July X. We view Elons announcement that he will return 24/7 to $TSLA X and xAI as a non-event since it wont likely change TSLAs declining delivery trajectory (FY25 WS"
X Link 2025-05-26T04:49Z 547.4K followers, 230.4K 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 2025-08-08T19:29Z 547.3K followers, 488K engagements
"The market attaches a XX% probability to a Fed funds rate cut of 25bp on Wednesday to 3.5-3.75%. The market expects two additional 25bp rate cuts in 2026 in March and June. To appease inflation hawks on the FOMC Powell is expected to lean hawkish at the news conference but it may not even matter after this meeting with the next Fed chair National Economic Council Director Kevin Hassett is the frontrunner likely to join the Fed as soon as February rendering Powell essentially a lame duck for the last few months of his chairmanship. Hassett is a well-known dove and his appointment would likely"
X Link 2025-12-07T14:15Z 547.2K followers, 34.2K engagements
"In todays pre-mkt summary for Subscribers: Traders putting XX% odds on Fed rate cut of 25bp this Wednesday and dot plot showing two more int rate cuts in 2026; $NFLX recovering somewhat pre-mkt after President Trump suggested on Sunday that Netflixs bid to buy Warner Bros Discoverys TV and film assets could be a problem amid concerns over the streaming giants increased market dominance; $TSLA -XXX% pre-market after new Morgan Stanley analyst Andrew Percoco downgraded the EV maker to equal-weight from overweight saying non-auto catalysts were already priced into the stock and a new Optimus"
X Link 2025-12-08T11:46Z 547.3K followers, 15.8K engagements
"As expected Paramount has launched a hostile $30/share cash offer for all of $WBD which would have far fewer regulatory issues than the $NFLX offer of $27.75/share ($23.25/share cash plus $4.50/share NFLX stock). Specifically the $PSKY offer which is backed by the Ellison family offers $XX billion more in cash than the NFLX offer and would likely close much quicker than the NFLX offer. Importantly the $PSKY offer is for all of WBD including the global networks being spun off while the NFLX offer imputes $3/share of value to spinoff of the WBD global networks business. We expect this to cause"
X Link 2025-12-08T14:57Z 547.3K followers, 36.5K engagements
"Many long-time $TSLA investors do not understand $TSLA stock. I offered two reasons for yesterdays -XXX% decline: 1/ MS downgraded $TSLA to a hold from a buy which was the dominant reason and 2/ Investors now questioning whether Optimus technology is truly as far along as many suggest if TSLA has to tele-operate them from afar. If Optimus is predominantly tele-operated rather than AI-driven they are not scalable. This is the same issue with Robotaxis and safety monitors. If a safety monitor is needed for every Robotaxi then Robotaxis are not truly scalable and TSLA stock shouldnt trade at a"
X Link 2025-12-09T09:58Z 547.2K followers, 56.5K engagements
"@mdannhorn The difference is: Im not naive. Recall I never bought into the former investment narrative that $TSLA would sell 20M EVs/year by 2030. My math: That would have represented XX% global market share which seemed preposterous at the time - and it was"
X Link 2025-12-09T10:49Z 547.4K followers, 1323 engagements
"@BeagleInvesting Sorry we dont trade. Youre conflating valuation discipline and trading. Fundamental to our investment process: When a stock like $TSLA reaches our price target we trim or exit. You dont seem to care about valuation. Thats risky investing"
X Link 2025-12-09T13:18Z 547.4K followers, XXX engagements
"3/ $NFLX comments from UBS conference yesterday (Dec 8). $WBD"
X Link 2025-12-09T17:51Z 547.3K followers, 5343 engagements
"In China $BIDU $PONY and $WRD are completing 450K paid unsupervised autonomous rides per week without safety monitors. In the U.S. $GOOG (Waymo) is completing 250K paid unsupervised autonomous rides per week without safety monitors. For $TSLA bulls who keep asking who are the handful of competitors"
X Link 2025-12-03T10:21Z 547.4K followers, 9630 engagements
"2/ Paramount Weighs Higher Bid for Warner Brothers CNBC reports. 12/5/2025 1:09pm ET If $PSKY increases its bid for $WBD from $30/share all cash to $32/share all cash both $WBD ($25.75) and $NFLX ($99.70) should move higher - the latter as investors discount lower odds of NFLX winning. Paramount Skydance ( $PSKY) is likely not done with its pursuit of Warner Bros. Discovery ( $WBD) despite the deal this mooring with Netflix ( $NFLX) Alex Sherman of CNBC reports. Paramount has accused Warner Bros. of failing to properly consider its offer of $XX per share in all cash the website notes."
X Link 2025-12-05T18:28Z 547.2K followers, 12K engagements
"3/ How Warner Bros. Discoverys CEO decided to sell to Netflix and why the media giants auction may not be over 12/5/2025 4:43pm ET Charles Gasparino"
X Link 2025-12-05T21:57Z 547.2K followers, 7472 engagements
"$TSLA Falls as Morgan Stanley Downgrades on Valuation Concerns By Subrat Patnaik 12/08/2025 04:54:33 (Bloomberg) -- Tesla shares fall XXX% in premarket trading as Morgan Stanley downgrades the electric-car maker to equal-weight from overweight saying non-auto catalysts are priced into the stock. Analyst Andrew Percoco assumes coverage from his peer and longtime Tesla analyst Adam Jonas who has moved on to cover AI-related stocks at the brokerage firm. Percoco notes that downgrade reflects downside to consensus estimates coupled with a non-auto catalyst path that appears broadly priced As such"
X Link 2025-12-08T11:02Z 547.2K followers, 87.1K engagements
"Funny how $TSLA bulls trash anyone who posts anything negative about the company. Its not about being intellectually honest or not; its just a deep-seated reluctance to admit anything negative about a company that has significantly underperformed the S&P XXX NDX and Mag X all year as TSLA 2026-2030 earnings estimates have been slashed. These same bulls wont show their valuation analyses which makes me wonder how serious they are about investing. For the record we wont short great companies like TSLA just because they sell at rich valuations (2026 P/E of 200x vs 2026-2030 EPS growth of +35%;"
X Link 2025-12-08T23:59Z 547.2K followers, 75.3K engagements
"Sorry to burst your bubble Jeff but many professional investors who closely follow $TSLA can usually (but not always) tell you why the stock is rising or falling. Stock is up +2% today on Alex Potters reiteration of his Buy rating and $XXX price target and very positive FSD community tracker data he posted yesterday"
X Link 2025-12-09T20:02Z 547.2K followers, 4337 engagements
"In todays pre-mkt summary for Subscribers: Equities slipped in front of todays almost certain 25bp Fed rate cut and new dot plot showing X additional rate cuts in 2026; $WBD continues to move higher as investors expect bidding to go above the current $30/share cash offer by $PSKY; $NVDA wavered as the Chinese govt considered whether to allow its tech companies to buy Nvidia's H200 chips after President Trump's decision to resume their export to the country; $AVAV fell after the 43-day U.S. govt shutdown shifted order activity until later in 2026 even as demand remained strong; $TSLA rose"
X Link 2025-12-10T11:19Z 547.2K followers, 12K engagements