I'll be honest...for years I never really used Twitter and had no plans to When Elon bought it I figured I'd log back in and see what he does with it Fast forward to today and I now have a strong conviction that if we don't start encouraging more people to regularly use 𝕏 to get informed without a middle man spinning a narrative or leaving things out completely (or flat out lying), we're in trouble I just keep thinking about all of the videos and first hand accounts of what's really happening that will never ever make it to the legacy media or the nightly news where so much of the older population still gets their "news" and has their worldviews shaped As someone who values the truth, I'm disgusted by the blatant lying and acting that's taking place and then it's even worse seeing how many people are still just eating it all up and buying in without questioning anything 𝕏 needs its own cable TV network/show to disseminate the truths on 𝕏 that don't make it into the mainstream public conversation
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Note the difference between Wikipedia's first paragraph on George Floyd compared to the first paragraph from Grokipedia. The nuance and detail on Grokipedia is FAR superior to Wikipedia and is clearly not pushing any ideologies, unlike Wikipedia. Corrections like this are critical to our AI future. Thank you Elon and @xai
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Here are some of the most insane statistics about the waste and inefficiency of the US government and why Elon and Vivek's new DOGE is such an incredible and crucial development for America: • The CBO revealed at least 1,264 federal programs and bureaus have expired authorizations, but they still received $516B in funding for FY2024 • The Government Accountability Office estimates the federal government wastes $247B in taxpayer money each year • The Department of the Treasury reported $24.5B in "unreconciled transactions" in the past meaning it spent ~$25B on unknown items • Department of Agriculture employees misused government issued credit cards spending millions on personal purchases like concert tickets, tattoos, lingerie and car payments • $33.2M was spent on transgender monkey research • The NIH spent part of a $2.7M grant to study Russian cats walking on a treadmill • The DoD ruined $170M of military equipment by leaving it outside • The US Agency for International Development spent $6M to promote tourism in Egypt • The SBA gave over $200M to music artists like Post Malone, Chris Brown and Lil Wayne through the Covid Paycheck Protection Program • The US military bought soap dispensers for aircraft at over 80 times the commercial price The importance of the Department of Government Efficiency cannot be overstated
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Looks like these Tesla protests by the left are going to backfire in a huge way Trump publicly buys a Tesla to show support Many Republicans doing the same Elon announces a doubling of vehicle output Life comes at you fast. Tesla can't be stopped. Thanks haters $TSLA
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This is exactly what I've been talking about! This man is asked one simple question: What has Elon done that really bothers you? His "answer" is HILARIOUS 🤡 Just more proof, these people are brainwashed and fed narratives with ZERO understanding of anything that's actually happening
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For years, @FEMA has bragged about giving billions of dollars to migrants Now the Homeland Security secretary said that FEMA has insufficient funds to last through hurricane season Oh and that whopping $750 for the hurricane victims? You have to apply and qualify for it Even worse, people that are trying to help are being forced to apply for permits...TO HELP OTHER PEOPLE. If needing a permit to save a life isn't a sign of government overreach, I'm not sure what is Even worse, FEMA is actively blocking shipments and seizing goods and services claiming them as their own. Why? If donations are not from companies on a "preferred vendor list" they won't accept them or give them to those impacted. The preferred vendors get part of the money being handed out by the government and in return they give kickbacks Not to mention all of the illegal immigrants across the country that are getting free rent, free food and free insurance - people that are not even working and are not supposed to be here in the first place! Our government is so mismanaged and backwards right now it makes me sick
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Sam Altman wants to talk about Elon and X's alleged behavior? Lol. Ok, Sam Remember when a former OpenAI board member said you were ousted because "you were lying so much that we just couldn't believe the things Sam was telling us" Or when Ilya and Mira raised concerns about your history of manipulative behavior Or when a former employee described you as "a person of low integrity who had directly lied to employees" Or what about OpenAI's restrictive NDA's that forfeit employees' equity if they criticized the company? Or when ChatGPT tried to influence the election? I could continue... There's always been something off about Sam, he can't be trusted. People who live in glass houses shouldn't throw stones
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No idea how things would have gone if Elon didn't buy X and go all in on red pilling millions and mobilizing voters It's wild to think that Judge Kathaleen McCormick (yes, that one) - who forced Elon to close the Twitter acquisition - has unknowingly played such a large role in the outcome of this election Had Twitter remained under the prior ownership, the FBI would have certainly continued censoring whatever they deemed to be "election related misinformation" There's no telling how many accounts would have been shadow banned and/or suspended altogether 𝕏 becoming the primary platform for people to get news direct from the source and to hear opinions without being suppressed has been critical Politics aside, I have incredible respect for those that take risks to stand up for what they believe in, especially those that have much to lose Congrats, @elonmusk. On behalf of everyone that was rooting for Trump, free speech, common sense, secure borders, protecting children and American exceptionalism...thank you 🫡 Not sure how many times it needs to be said... Don't. Bet. Against. Elon America First 🇺🇸
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I'll just say it... "Judge" Kathaleen McCormick needs to be investigated ASAP To stick to her ruling rejecting Elon's pay package AFTER the extensive reports and disclosures Tesla spent hundreds of hours putting together AND after ANOTHER overwhelming majority shareholder vote in SUPPORT of the pay package is INSANE There is no other explanation other than she is corrupt or completely inept $TSLA
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Mid 2023: Elon endorses Trump's border wall idea Late 2023: Pundits begin declaring the death of Tesla as Elon was "alienating millions of target demo EV buyers" Early 2024: FUD reaches all-time high that Tesla sales are doomed thanks to Elon's politics Late 2024: Elon starts winning over those on the right rather than just upsetting some on the left by campaigning and giving speech after speech, answering people's questions, dedicating incredible amounts of his time and advocating for common sense Now: A maxed out Madison Square Garden in a Democratic stronghold of New York City is chanting Elon's name I think it's safe to say any sales Tesla may have lost will most certainly be balanced out by new supporters of Elon and eventually, of Tesla The future is going to be awesome $TSLA
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I've been keeping my mouth shut about this but I can't anymore...I genuinely cannot believe what I'm watching unfold This has to be one of the most egregious cases of gaslighting I've ever seen in my 36 years on this planet Right now, Trump is no different than any other self serving politician that cares of nothing more than power and protection All along I knew we'd never get the full truth when it comes to the Epstein files, but this 180 from Trump and the cover up by his cult members is truly out of control How stupid do they think we are? I've never liked politics, but my disgust for this situation is beyond words America deserves to fall if we continually elect leaders that are cowards and liars Trump just said, "Only bad people, including fake news want to keep something like that going" when talking about the files, implying anyone demanding the files be released is a bad person I'm just beside myself understanding how this is real life. The event with the influencers and the "Epstein binders" will forever be one of the most absurd and embarrassing stunts in American political history given that the same administration is now calling it the "Epstein hoax" And before you come at me with the "you voted for this" bull sh**, the other option wouldn't be releasing anything either and we'd still be in this same exact situation with no justice and no accountability
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This car is insanely awesome I'd venture to guess many of the people crying about Tesla have never owned one or even been in one. It's a shame because the Tesla ownership experience is unmatched Put the politics aside. These cars are special Elon was right ⤵️
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If you actually read the entire court case you come across some points that encapsulate who Elon really is After receiving a proposal from Tesla's general counsel and in-house attorney for the compensation plan, Elon responded saying: "That is more than intended. Let's go with 10% of the current FDS (fully diluted shares), so 20.915M" This was over 8M shares less than a prior proposal. When asked about this Elon said it "was, I guess, me negotiating against myself" Elon sent another email to Tesla's general counsel: "Given that this will all go to causes that at least aspirationally maximize the probability of a good future for humanity, plus all Tesla shareholders will be super happy, I think this will be received well. It should come across as an ultra bullish view of the future, given that this comp package is worth nothing if 'all' I do is almost double Tesla's market cap" The creation of this compensation plan was taking place during the Model 3 ramp (production hell). In response to this, Elon sent Todd Maron (Tesla's GC) an email asking him to put the discussion of his compensation "on hold for a few weeks" stating that he "just wanted to make sure Tesla interests come first" This will all get sorted out one way or another with the majority of shareholders supporting Elon getting paid. While I strongly disagree with the verdict I also didn't read the document as a veiled attack on capitalism that was politically motivated to harm $TSLA It's easy to score social media clout by bashing the ruling but I'd venture to guess less than 1% of people yelling about the outcome actually read the full court case to understand the merits and legal basis of the arguments I think the more important takeaway is the fact that Elon isn't like other billionaires. He's not seeking self preservation or comfort. He's not after wealth to enjoy and spend on himself His only real desire for wealth is to reinvest it in endeavors that benefit humanity and it sounds crazy and unbelievable to most people because it's entirely foreign to how most people are wired. When you look at his actions though, he walks the walk more than anyone I've ever seen I know this may come off as just some Elon fanboy take, but having followed the man and his endeavors for years, based on all of the evidence we have, this really is where I land
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People don't actually hate Elon and Trump They hate the made up caricatures the legacy media has created of them It's all misplaced anger. They just can't see they should be mad at mainstream media for lying to them all these years
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Alright, this Elon prediction from Master Plan Part Deux in 2016 is about to be eerily accurate. This is wild People love to give Elon a hard time for his timelines but always leave out things like this: when he's right or even ahead of schedule Elon predicted worldwide regulatory approval for autonomy would require something on the order of 6 billion miles Tesla AI just shared the Tesla fleet is at 3.6 billion miles cumulatively and did 2.16B in 2024 alone. Doing some simple math and using Tesla's graphic from Q4, Tesla is likely to do another ~3.5B+ miles on FSD in 2025 alone At the end of 2025, Tesla should be at ~7B+ miles cumulatively with Unsupervised approval in key global markets closer than many think We're not there yet, but given this prediction was in 2016 when self driving was still in its infancy...this is crazy $TSLA
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Gentleman asks why he should invest in Tesla instead of Mercedes (lol) @elonmusk then drops the 🎤 "No one is even close to Tesla for solving generalized autonomy, no one is even close"
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Unpopular opinion but I'd take a 5 year period of $TSLA going sideways or down in exchange for decades of US government corruption getting exposed and corrected so America can be back on a path to prosperity for decades to come 🇺🇸
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This may go down as one of Elon's most prophetic quotes and is the bet of the decade $TSLA List of companies relying on lidar: • Cruise (GM) • Waymo • Ford • Polestar • Lyft • Mercedes • BMW • Nissan • Stellantis • Volkswagen • Volvo "Anyone relying on lidar is doomed...you'll see" - @elonmusk
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Replying to @elonmusk
gotchu dawg
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For the past four years, Elon was given the cold shoulder by the past administration. Never recognized publicly, not invited to events and criticized for being successful It's incredibly refreshing to see him get the respect and recognition he deserves now. Where his talents for eradicating waste are being put to great use. Where he's relied on for his business acumen that's already created trillions in value. Where he's given a seat at the table as one of the most brilliant operators of this era Exactly as it should be. There's just something special about seeing good people winning
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It still amuses me to watch so many people dogmatically proclaim they know better than Elon and Tesla Now listen, I'm all for feedback and sharing ideas - no person or company gets it right all the time... But at some point we need to deploy some humility and understand we're working with a fraction of the data that Tesla has We're also working with crumbs in terms of Tesla's internal 5 year goals, pipeline, plans and reasoning The strategy Elon and Tesla have used so far has produced ridiculous results: • $TSLA up over 19,800% • Dominating full EV sales globally • On the verge of solving for autonomy (which will then be followed by Optimus) • Market leader in energy storage hardware and software • Staple in the top 10 global companies by market cap on its way to #1 All of this despite a decade of opposition, people rooting for Tesla to fail and critics shouting about what Tesla should be doing Are there things Tesla could do better? Sure, but that's the case with any company If you pay attention, you can see who is a Tesla fan supporting the long term mission and who is more concerned with short term $TSLA stock movements But at the end of the day, preaching like we know better has always felt hubristic to me. Part of investing in a company is putting faith in the management team, it's part of the game I just happen to be a believer given the track record, and I believe they will continue leading Tesla to unprecedented levels of success, even if there are missteps along the way With Tesla, it's always been about the long game ⏳
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Replying to @charliekirk11
Where's the empathy for the cyclist that was killed? Disgusting
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You can believe whatever you want to about Elon Musk, but there are some things that are just facts He could have taken his billions and rode off into the sunset years ago, but he chooses to sacrifice for the greater good of humanity daily He could have leaned into the dark side and been a negative to society given his brutal childhood, but he chose to harness it and overcome it, using it as fuel He didn't have to risk his personal fortune on numerous occasions to start companies that very few believed in that millions are now benefitting from today $TSLA He didn't have to buy Twitter to empty out the cesspool and put an end to censorship, fighting for free speech He doesn't have to internalize the burden of the risks of AI to humanity, but he spends time, money and emotional energy figuring out ways to ensure AI is safe and does not become the downfall of humanity It seems clear to me that Elon was built for such a time as this, and despite wrestling with demons and having flaws (like all of us), to not appreciate or at least recognize the sacrifices he's made is disingenuous Just want to say thanks, @elonmusk for fighting to make the world a better place and inspiring many others to do the same 🫡
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If you've been disappointed with Tesla lately, take a look around: VW: • Invested $700M into Xpeng to jointly develop EVs in an attempt to counteract losing market share in China (you only team up with competition when you cannot do it yourself) • VW was once the biggest automaker in China (its biggest market) - from 2008 to 2020 it held ~15% market share...that's now down to ~10% • Cancelled the Trinity EV project facility ($2B) citing "complex industry challenges" - instead they will move production to Zwickau • Terminated three-shift production at the Zwickau plant due to muted demand for EV's (this is where VW makes cars like the ID.3, ID.4 and Audi Q4) • VW's net cash flow was $11B in 2019 and it was down to $5B in 2022 • Porsche Macan and Audi Q6 EV models delayed due to software issues Ford: • Recalled 35k Mach-E's to replace faulty battery components that were resulting in lost power while driving • Recalled ~1,500 F-150 Lightning EV's to replace the cabin coolant heaters that were not manufactured correctly • Cut a shift from F-150 Lightning production due to lagging demand • Warned it would lose $4.5B on EV business this year • Delayed EV target production rate of 600k/year to 2024 from '23 and its goal of 2M prod. rate by the end of 2026 is now "we don't know when" • Facing material cost increases from UAW negotiations GM: • Delayed higher volume production of electric pickup trucks (Silverado and Sierra) from 2024 to late 2025 due to flattening demand • Set to end production of its best selling EV (Chevy Bolt) at the end of this year • Cadillac Lyriq has only sold 5,334 units YTD (through Q3) in the US in 2023 • GM's market share in China (its top market for more than a decade) has dropped from 15% in 2015 to 9.8% in 2022, the first time below 10% since 2004 and its earnings from operations there are down 70% since 2014 • Facing material cost increases from UAW negotiations • GM's autonomous project Cruise forced to take 50% of its fleet off the roads due to accidents, one with a fire truck • Cruise lost $560M in Q1 this year and is being investigated by NHTSA over pedestrian injuries from Cruise vehicles Meanwhile, Tesla refreshes Model 3 and (partially) Model Y, announces Cybertruck deliveries, posts record Energy margins, is still generating positive FCF, has $26B in cash, doubled AI compute q/q which helps alleviate main FSD bottleneck, increased 4680 prod. 40% q/q, invested record amounts in CapEx and R&D for the future, and responsibly prepared investors for a potential slowdown Yet we have people absurdly calling Tesla "leaderless" and calling for a new $TSLA CEO (Technoking) despite everything @elonmusk has done and all of the evidence pointing to the fact that building compelling EV's profitably at scale is incredibly difficult (as is solving for autonomy) Taking a look around the industry should be a loud reminder that despite a slowdown, Tesla is like a USS Zumwalt and legacy OEM's are like dinghy boats. One is prepared and positioned to weather any storm (and come out stronger) and the rest are in serious trouble with no guarantees of making it through ⛈️
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I hope everyone learned their lessons as of late: • Never sell $TSLA after a 3 year consolidation period • Never sell $TSLA before robotaxis launch • Don't doubt Elon Musk, he makes the impossible merely late • Don't believe everything you read • Just because someone has an audience or runs a fund doesn't mean they get everything right • It doesn't matter how convicted you are, you don't know what the market is going to do in the short term (unexpected things happen and move markets) • Financials matter in the long-term but can be overruled in the short-term • Tesla is 100% an AI company, one of the best in the world and people are slowly waking up to that fact • This is still just the warm up from a long-term perspective • @lopezlinette is still a joke and should be ignored (along with many other legacy media "reporters") • Executives leaving Tesla and selling shares does not mean it's the end of Tesla • Elon's not back because he never left • Tesla is the most exciting company on earth and it's not particularly close
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The 3 camps after $TSLA Investor Day 1) asleep, not interested in engineering or the mission, just here for products and/or ST stock moves 2) most of Wall St. - realizing they have no idea how to model any of what was just said, internally questioning career adequacy 3) long-term investors enjoying the ride with ultimate conviction Tesla is taking over the world before our eyes knowing no one can stop them while they make the world a cleaner, brighter, safer place understanding it's only a matter of time before $TSLA is the most valuable company on earth Which camp are you? 😂
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To every outlet that's reporting on Tesla's y/y sales decline without ONE WORD about its global changeover to the new Model Y... You're all disgusting. Looking at you Financial Times Reuters The Guardian Sick of this horrendous "reporting" $TSLA
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Millions of people are only now realizing Charlie Kirk was brilliant and wise beyond his years. @AndrewKolvet just shared how Charlie really felt about Elon: "Charlie was a bit of an Elon Musk fanboy. Like he really loved that Elon built things in America. He didn't just make his money by selling financial instruments or pieces of paper or hedging bets. He builds beautiful things, well-designed things" What someone thinks about Elon really is a glaring litmus test for their values. Support Elon. Make manufacturing great again. America first 🇺🇸
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Here's why when I hear someone say they won't buy a Tesla because of Elon's politics or that FSD is a danger for everyone on the roads I just laugh bc I know they've been programmed. Look around, people: • Toyota, Honda and Mazda submitted faulty data during pedestrian safety tests and were found to have falsified and manipulated safety data while applying for certification. They fabricated test results. Toyota separately has paid $1.2B to avoid criminal wire fraud charges after emails circulated that the company limited a recall despite knowing that additional cars were impacted and they hid the problem from NHTSA and the public • VW famously promoted "Clean Diesel" for years while behind the scenes they were cheating on diesel-emissions tests. VW installed defeat devices - software that could detect when the vehicles were being tested, changing the performance to falsify test results. VW got caught and had to pay a $14.7B settlement. Mercedes and Stellantis were also found guilty of the same thing and years later, BMW is being investigated for using defeat devices • For 13 years GM botched the handling of its defective ignition-switch debacle thanks to internal disfunction delaying or ignoring key safety problems. GM ended up paying a $900M penalty and was forced to set up an "independent monitor" to review the company's safety policies. Separately, GM is currently being sued for collecting data from its customers and selling that info to insurers without consent • Ford devised a scheme to avoid higher duties by misclassifying cargo vans. For four years, Ford imported Transit vans from Turkey into the US and presented them to Border Protection with fake rear seats and other temporary features to make them appear to be passenger vehicles to avoid tariffs. They settled for $365M The truth is this: Tesla is one of if not the only auto company that actually cares about doing the right thing and making the safest vehicles on the road. Tesla is doing everything in its power to solve for FSD to save lives. Tesla's entire mission is to transition the world to sustainable energy so we can all breathe cleaner air and future generations will be set up for success and will have access to incredibly low energy prices You choosing not to support Tesla because Elon has different political views than you is a ridiculous decision when you actually understand the landscape of the other companies you will ultimately support instead $TSLA
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Great quick summary of $TSLA Investor Day It's simple. You either understand and appreciate engineering and manufacturing or you wanted the short-term shiny toy I just prefer the former because that's *how* Tesla gets to 20M at ridiculous margins Most just don't appreciate this. Others do 🫡 @CorySteuben @live_munro @teardowntitan Tell em, @elonmusk Btw for everyone, the shiny toys are coming, but patience is required. You can't change the world overnight. The team Tesla had on stage tonight knows *exactly* what it's doing
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The year is 2030 All $TSLA holders are gathered celebrating Tesla becoming the most valuable company in the 🌏 We're all laughing about that time in 2022 when everyone thought @elonmusk was going to bankrupt Tesla over a few political tweets --- Hope to see you all there 🍾🎉
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Replying to @kaitrump
Elon is part of the squad now...you can't tell me this isn't a welcome sign!
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After watching an unhealthy amount of Tesla's FSD v14 videos, there's one thought I keep having: Anyone that still thinks Tesla won't solve Unsupervised FSD, and soon, is an idiot. Their opinion is based solely on emotion rather than empirical evidence $TSLA
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"At Tesla, we really try to do the right thing, you know. We want to be a company you can believe in with your heart and soul. In order to do that, we must be the company that does the right thing." - Elon at the Berlin Delivery Event 💚⚡️
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JerryRigEverything is one of my least favorite people on the internet Which is it Zack? "RIP to FSD" or "FSD doesn't exist" Can't wait to put him on blast when Unsupervised launches $TSLA 🤡
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I'm sick of reading comments online about how Elon is bad for Tesla and the company needs a more stable or traditional CEO No, it actually doesn't. If anything, you need to go invest in a different company Tesla would not be anywhere close to where it is today if it had some risk-averse leader calling the shots the past decade + $TSLA has always been a high beta, risk-on stock with the mission of transitioning the world to sustainable energy. Doing so requires a bit of "crazy" This doesn't mean you need to agree with everything Elon does, but if you don't like where the company is going, no one is forcing you to be a part of the ride You can go invest in an ETF or a bond fund if you can't handle the ups and downs and uncertain times The "Elon bad" programming is out of control and people have lost the ability to see the bigger picture One thing I know for sure, it's going to be even more rewarding when Tesla is a multi-trillion dollar company selling robotaxis and robots at scale profitably If you're in the camp that thinks that will never happen: 1) you should not own $TSLA 2) you're going to be on the wrong side of history in the end When this happens is less important than knowing that it's going to happen. This is a conviction you're only rewarded with after following/studying the company for years. Not reading Reddit forums and legacy media headlines Tesla's market cap ceiling with a vanilla, play-it-safe, don't rock the boat CEO would be significantly lower than what it is with Elon steering the ship (even if the direction at times in the short-term doesn't make sense with the limited information we have)
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People can boycott whatever they want, it's their choice The rationale however is insane Elon exposes government + media corruption and people want to boycott $TSLA VW outright lies for years, cheats on emission tests + pollutes harmful toxins that kill people + no one cares
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I just got back from a trip with 15 guys in their early 30's. Many of them are highly successful, smart and some are tech savvy I rented a Model 3 and drove a lot of us around all weekend. Only 1 or 2 of them knew how to open the doors 😂. Naturally, $TSLA stock came up Only 1 person owns $TSLA and he is more of a swing-trader than a long-term investor. Keep in mind, these are some of my close friends that know what I do with Electrified. Despite that, even they are SEVERELY overlooking the $TSLA opportunity this decade It's a combination of being misled by the media, a lack of time to research, and a lack of interest in EV's and sustainability. Either way, they really have NO grasp of Tesla's mfg. prowess and tech/software dominance, nor of Tesla's absurd depth and breadth of talent All of this to say, we have plenty of work to do to keep spreading the message and educating the public. The fact that $TSLA is still overlooked by smart, successful, tech-forward people is CRAZY to me and a reminder of how early we still are in this transition
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Situation: wife is sick. Power is out. Her phone is dead I went to get her ice cream. She's now eating it in her Model Y watching Netflix while she charges her phone Reason 42,069 why the Tesla ownership experience is unmatched
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What legacy media thinks Elon meant when saying Tesla dug its own grave with Cybertruck: It will flop and they'll never make money on it What he really meant: The design, engineering and manufacturing work to create this technologically marvelous beast was and is incredibly challenging For the end consumer though it's going to mean a product unlike anything else that people love and enjoy driving/owning so much they can't help but to share passionately with others In time, once the manufacturing at scale challenges are surmounted, Tesla will make money hand over fist with Cybertruck (directly and indirectly drawing attention to Tesla) Perhaps even more importantly it will cement Tesla as one of, if not the most innovative manufacturing companies on the planet You know how everyone is saying how much more impressive the Cybertruck is in person? Just wait until more people start riding in and driving it, getting to feel the engineering masterclass first hand The Cybertruck is going to take the Tesla "butts in seats" magic to an entirely new level I said it on YT and I'll say it here, @live_munro and @teardowntitan nerding out on this truck is going to be epic - a word I rarely ever use You don't have to like the design, but you will have to respect the engineering, risk taking, problem solving and first principles thinking that was required to create the Cybertruck $TSLA I mean air bending?! Pretty sure that just scratches the surface too @larsmoravy @woodhaus2 📸 @artsimage @Kristennetten
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The year is 2025: • Cybertruck is selling in volume at a profit and disrupting the pickup market • Giga Mexico begins production and deliveries of a $25k Tesla globally (that also sells at a profit) • Optimus is doing real work at Giga Mexico • Demand for $TSLA Megapack is out to 2028 as people wake up to the proven economics and benefits of Autobidder, selling at 25% margins • Model Y is the best selling car in the world by units and revenue • Tesla begins the rollout of its robotaxi fleet thanks to Dojo and $F announces it will license Tesla's FSD -> FSD sales skyrocket • Tesla rolls out an app store in tandem w/ robotaxi launch and captures 20% rev. share • New home developers sign a deal to use Tesla's Solar Roof on high end community builds • Tesla unveils a van • $TSLA goes back above $1T market cap, never to dip below again. Ht @elonmusk and team
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With the puppets thing trending it's a great time for this clip of Nancy Pelosi At the time she framed it as a Republican tactic (lol) If you needed more evidence that today's Democrat leaders are lying propaganda pushers... And they wonder why the party has imploded
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The situation: • $TSLA now double investment grade • Tesla is devouring Chinese market share in a tough environment • Cybertruck production is looming • Giga Mexico is about to break ground to produce the car that will bring Tesla within reach of the masses • FSD v11 rolling out to a wider release • Magic Dock SuC's bringing more people into the Tesla realm • Megapack is scaling w/ a ridiculous TAM • This list only scratches the surface and leaves out all the struggles of "the competition" Don't even care what the stock is doing. It's always a great time to be a Tesla fan, but now feels extra exciting. Thanks @elonmusk 👊🏻
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I'm considering doing something stupid Seriously considering buying a new Model 3 Performance The thing is, below is the view from one of our security cameras this morning. I live in an area that can get a lot of snow ~4 months/year and potholes are not uncommon But the 3P looks so aggressive (my style) and I've always been a sucker for acceleration. Launching in this with friends and family would be awesome I'm aware I'd have to deal with changing out the summer tires each winter but for some reason that's not giving me any pause right now Please tell me how dumb this idea is :)
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Replying to @Tesla @elonmusk
Time to investigate "Judge" McCormick. Insanity
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The last time $TSLA stock was at this price: Nov. 2020 Then: operating margin = 5.6% Now: 17.2% Then: net income = $270M Now: $3.3B Then: deliveries = 180k Now: 344k
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Replying to @stats_feed
Elon's buddy
DogeDesigner
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Anyone else not even considering taking $TSLA profits until 2028 and beyond?
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The level of corruption in America's federal agencies is wild and something needs to change 🇺🇸 You know how Elon paid that fine to the SEC over the "funding secured" $TSLA situation? There was a big civil trial in San Francisco (the place Elon was most likely to lose) where the jury found Elon not guilty - unanimously However, if Elon did not agree to pay a fine, Tesla would have gone bankrupt. Tesla's CFO said the banks would have immediately suspended their lines of credit and Tesla would not have survived this at the time Effectively the SEC was saying, "pay $40M, or this is the end of Tesla" - a hostage negotiation Not only was the SEC up in arms over a tweet from Elon (Elon to this day says the funding was indeed actually secured), but they have completely turned a blind eye to the hedge fund manipulation that actually harms retail investors $TSLA has been shorted and distorted nonstop over the years, and not once has the SEC done anything about it These massive companies can freely take short positions in $TSLA and then either themselves or through media (that's bought and paid for) run negative publicity campaigns with disinformation and lies about Tesla to drive the stock price down and cash out Add derivatives to the mix, rinse and repeat There are other questionable trading tactics used like spoofing, but we'll save that for another post. It's basically fake orders to manipulate a stock price *The Justice Department did eventually investigate short sellers, but not the SEC. The Shortseller Enrichment Commission is a fitting name* Why? Follow the money. The incentive structure is broken The lawyers at the SEC are not paid well relative to what they could make practicing elsewhere. They often look for a "trophy" while at the SEC so they can parlay that accomplishment into a job at a high paying law firm So why don't these lawyers go after the hedge funds? The hedge funds often times employ these very lawyers. So, if they bring actions against the hedge funds, they are effectively harming their future career opportunities In recent days we've learned it's not just the incentive structure, but now Biden has given federal agencies the green light to go after Elon (ht @BrendanCarrFCC) The problem of regulatory capture in America is out of control and it needs to be exposed Unfortunately the attacks on @elonmusk are going to keep coming with his ownership of 𝕏. It's the only free speech platform at scale and the corrupt players hate losing control over this platform Support 𝕏 and Elon's companies where you can, the war runs far deeper than you may imagine. This only scratches the surface
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Everyone posting about what Elon should do with his $1T should be banned from the internet forever Please learn how to read beyond headlines and think before you speak. Signed, all of us
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The one time I let her drive my car 😂
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Before everyone moves on to the next thing, never forget Mary Barra told investors Cruise would be making $50B in revenue EVERY YEAR by 2030 FIFTY BILLION In reality, Cruise ended up losing over $10B and will now no longer exist as a robotaxi company It's stuff like this why it's hard for me to understand how Elon gets so much hate. He may be late with some things, but he ends up delivering in the end Meanwhile "leaders" like Mary Barra have provided precisely zero value to shareholders in decades while making reckless promises and no one in the media bats an eye $TSLA $GM
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Elon this week reposting anything at all about Grok Imagine 😂
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You can now get a Model Y for $39,490 after tax credits To the rest of the industry: good luck 🪦 $TSLA
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The legacy media coverage of Tesla's robotaxi launch today really pissed me off. It's even worse than I would expect - it's a bunch of clueless morons parroting nonsense They're so hyper fixated on safety monitors and so butthurt about not getting an invite they've doubled down on their stupidity. Actual quotes: "It was for paid influencers" "Waymo is in 8 cities without geofencing" "Waymo is lightyears ahead of Tesla" Absolutely zero understanding of the situation. Zero understanding of Tesla's cost structure. Pure uneducated garbage I did not think legacy media could get worse. I was wrong. They're despicable It was awesome to see them getting shut down by Tesla and everyone that got invited to the launch. Sleep in the bed you've made, clowns $TSLA
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Hey @mcuban - this is what putting your money where your mouth is actually looks like
Replying to @eoghan
I will contribute $1M
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Replying to @sama
You sure dude?
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The Tesla delivery experience will never get old • Order online in < 5 minutes • Handle all "paperwork" digitally through the app • Talk to someone at Tesla for < 5 minutes on delivery day • Drive (or Supervise) your new robot on wheels home Better yet, stop at a Cheesecake Factory and/or a few shopping centers to celebrate Also, the new Model Y is ridiculously good. Yesterday was the first time I drove the new one. I wasn't expecting anything too noticeable. I was very wrong $TSLA Every aspect of the @Tesla experience is unmatched. Don't take it from me. If you've never driven one or tried FSD, this is your sign to go ASAP
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Let's recap: • Volvo backs off all EV goal by 2030 • Toyota cuts 2026 EV output by 1/3 • GM cuts EV production by 50k in North America • Ford cuts EV spending + delays/cancels some EV's • Honda + GM cancel plan to co-develop EV's • Mercedes cancels goal of all EV's by 2030 • BMW cancels battery contract + announces hydrogen projects But wait...I thought making compelling EV's was easy and that all of Tesla's competition would quickly do it better than Tesla? Turns out 9 years isn't enough for these "powerful rivals" $TSLA
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Who wants to know the *actual* daily production rate of the $TSLA Megapack factory in Lathrop right now? If 500 people like this tweet, I'll spill the tea on Electrified today 🍵 Given all of the speculation lately, what's your best guess? ⤵️
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Just talked to my Amazon delivery driver for ~10 minutes. He said I must really like Tesla after he noticed we now have two in our driveway. I laughed and confirmed his notion. He went on to say how he really wants a Tesla but can't yet afford one. He asked some questions and it concluded with me offering to let him get inside and check ours out since he had never been in an EV before. As a smart consumer, one of his first questions was how safe it was, so I got to explain how Tesla is the safeEST. During our entire conversation, not once did he bring up Elon's politics or culture wars. All this to say, Tesla's demand is greater than the current sales figures and there are still people that aren't consumed by infowars despite what the internet would have you believe $TSLA
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Maybe MKBHD should stay in his lane a bit more with Tesla stuff I'm a fan but we all have our limits
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👀 • Apple delays Project Titan (not feasible) • Ford/VW shut down Argo AI • Audi to shut down Artemis AV • VW delays Trinity EV project (software) • Toyota delays bZ4x to '25 • GM delays EV ramp to '24 (battery supply) Tesla's EV "competition" is in disarray $TSLA
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Just send this to your friends and family to let them know they can get a Model Y for $11,400 🚨 ...if you include the tax credit and 10 years of gas savings Feel free to include the context...or not 😏 $TSLA
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After watching the videos of Tesla's autonomous delivery and hearing about the engineers' reactions, I keep coming back to one thought... If you're rooting against Tesla, you're an idiot loser $TSLA
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Everyone seems to be glossing over this from the Megablock presentation: Tesla has deployed 36 GWh of Megapack battery storage cumulatively to date Tesla has ANOTHER 30 GWh coming online soon that has already been shipped The Megapack queue ALONE is nearly as big as Tesla's entire Megapack battery storage fleet We are entering the exponential growth phase $TSLA
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With Tesla's Q4 delivery number, this now marks 3 years achieving its 50% growth target that was set in 2020 You're going to hear a lot of noise throughout the year about Tesla failing to continue this pace in 2024 What Tesla actually said in 2020 was "over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries. The rate of growth will depend on our equipment capacity, factory uptime, operational efficiency and the capacity and stability of the supply chain.” Translation: even if Tesla misses the mark of 2.52M for 2024 given they're in an intermediate growth phase (before next-gen launches), they never said they would grow 50% every single year For long-term investors, what happens in 2024 is not nearly as important as what happens in the few years following We'll see what happens in '25-'28 as the $25k compact (and Cybertruck) scale Don't forget Tesla Energy is now more profitable on a gross margin basis than Tesla Auto and is growing faster $TSLA
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All these MAGA people begging for Elon to “come back” is insane Elon goes all-in to serve this country. Gets Trump elected. Makes significant sacrifices to give DOGE a chance at real reform And what does the administration do to thank him? Mocks and lies about him for calling out the CONTINUED government waste from yet another reckless spending bill Elon realized our government is beyond repair. So on behalf of everyone who understands our only hope is AI growing GDP to get out of this mess - to these MAGA folks now desperate for Elon’s help - please shut up $TSLA
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If you feel the need to insert "richest man alive" or "billionaire" before saying Elon's name I will immediately think you're a loser with no credibility and presume you're suffering from EDS
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Waymo will close its operations by 2028 Waymo is losing ~$1B/quarter and that's BEFORE Tesla reaches scale By 2028 Tesla will be in every city Waymo is in (and many more), with more vehicles, at a lower price point offering safer rides and a better user experience $TSLA
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Well, I was just reminded why Tesla's Solar Roof is not selling in high volume Had a consultation call with one of Tesla's certified installers (American Home Contractors) System size quoted: 12kW (12,000W) Two Powerwall 3's The cost range they provided for that was $180k - $200k! That's without any financing costs included We have a very basic roof structure, nothing complicated as you can see below Even if I were to subtract the cost for a premium roof in my area of $60,000 (which is very high, btw) and use the low end of AHC's quote and subtract $30k for the cost of the two Powerwalls (installed) that leaves a $90k cost for a 12kW solar system That's $7.50/Watt using very generous assumptions - the typical price for solar ranges from $2 - $4/Watt Remember, that $7.50 figure would be strictly for the solar portion - that's after removing the cost for a premium roof and the two Powerwalls AHC said the cost from Tesla has continually gone up each year they started installing the Tesla Solar Roof It's this type of thing I wish we got more communication from Tesla about... • What's the primary driver of this cost inflation? • What are the internal goals for this project now? • Is there a plan to drive costs down? Even if this system zeroed out our entire electric bill every year saving us ~$2,400 a year, that would still be a 50 year payback period. That's after subtracting $60k for the cost of a comparable premium roof! I'd gladly pay a slight premium to support Tesla and the product is awesome, but this pricing is pretty ridiculous $TSLA
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Can confirm. I won’t go back, I will always want this option available. Be careful, Tesla and FSD will ruin all other vehicles for you Spread the word $TSLA
FSD Supervised is effectively point-to-point autonomous transport in your own car
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There's a reason we all (and Tesla) keep saying "THE DRIVER IS STILL RESPONSIBLE AT ALL TIMES AND MUST BE READY TO TAKE OVER" To take one anecdote from one FSD drive (that is statistically already safer than a driver without these features) and then suggest banning it is the right call is ridiculous and disingenuous 40k people die annually from auto accidents, we need this technology to continue improving and Tesla is the best chance we have
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It's been a long road full of opposition, challenges and skeptics to get the Tesla Semi to this point Congratulations to *everyone* that played a part in making today possible Our future will be quieter, safer and cleaner because of you. Thank you $TSLA @elonmusk
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The new $TSLA Ultra Red in the wild 👀 $3,000. Worth it?
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Posts like this just show how ignorant so many people are. They don't care at all about the truth...all they care about is pushing a narrative no matter how stupid it actually is The truth? Here's a quote from Kevin Watson who developed the avionics for Falcon 9 and Dragon: "Elon is brilliant. He’s involved in just about everything. He understands everything. If he asks you a question, you learn very quickly not to go give him a gut reaction. He wants answers that get down to the fundamental laws of physics. One thing he understands really well is the physics of the rockets. He understands that like nobody else. The stuff I have seen him do in his head is crazy. He can get in discussions about flying a satellite and whether we can make the right orbit and deliver Dragon at the same time and solve all these equations in real time. It’s amazing to watch the amount of knowledge he has accumulated over the years." Here's a quote from Garret Reisman, a former SpaceX engineer and now Senior Advisor: "What's really remarkable to me is the breadth of Elon's knowledge. I mean I've met a lot of super super smart people but they're usually super super smart on one thing and he's able to have conversations with our top engineers about the software, and the most arcane aspects of that and then he'll turn to our manufacturing engineers and have discussions about some really esoteric welding process for some crazy alloy and he'll just go back and forth and his ability to do that across the different technologies that go into rockets cars and everything else he does." Here's a quote from Josh Boehm, former head of Software Quality at SpaceX: "Elon is both the Chief Executive Officer and Chief Technology Officer of SpaceX, so of course he does more than just ‘some very technical work’. He is integrally involved in the actual design and engineering of the rocket, and at least touches every other aspect of the business (but I would say the former takes up much more of his mental real estate). Elon is an engineer at heart, and that’s where and how he works best." And none of this even gets to the crux of the stupidity of the take that Elon doesn't have anything to do with what his engineers produce... These companies would not exist at all if it wasn't for Elon's risk taking and unshakeable belief that these things can be done paired with a maniacal sense of urgency So to @metalgearobama and everyone that liked your post...maybe educate yourselves a bit before spewing nonsense
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This will always be my favorite $TSLA chart. The all time view. When in doubt, zoom out. Everything is right on track This is just how Tesla works. Years of consolidation -> aggressive move up. Repeat. We still have time in this consolidation period but the rip up is coming
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This is a real life $TSLA conversation from this weekend in a sauna w/ ~12 people I was asked what I do to have a flexible schedule and mentioned part of it was being a YouTuber talking about Tesla. Everyone got quiet and it was on 😂 In these situations I like to ask questions, get a feel for the room and try to understand how the general public really thinks One guy (20's) said he owns a few shares of $TSLA but that he is much more confident in other investments. Naturally I asked him what they were and he responded with "NextEra and Tellurian". Part of his hesitancy w/ Tesla was a new argument..."the competition is coming" 😉 I then asked him what he knows about Tesla's Energy division to which he said "nothing". Lesson: understand who you're talking to, some people with strong opinions on Tesla don't actually know what they're talking about Another gentleman (60's) chimed in and said he was going to buy a Model 3 last year but the wait was too long and he didn't like the price hikes so he bought something else. Lesson/reminder: long wait times and higher prices have tradeoffs Another guy was more interested in lithium stocks to play the sustainable energy movement. I told him it's not an area I study but I used this to talk about Tesla's ambition as a sustainable energy company and IMHO it's the best way to play the sustainable energy movement given Tesla's financials, talent, mfg. prowess, vertical integration, software lead etc. Outside of the guy in his 20's with a few "fun" shares, no one owned any $TSLA. I've also rarely (if ever) come across someone from the public who can articulate even part of the Tesla bull thesis There is still a *massive* disconnect between the truth of Tesla and the opportunity this decade and what normal everyday folks think (or don't think at all) about Tesla. If you think you missed the boat, think again. There is a great awakening coming where the masses realize what $TSLA really is I ended the convo by saying "NFA, but I've followed this company for a decade and studied it closely for three years. Tesla will be a multi-trillion dollar company sometime in the next 10 years. I told my friends and family to buy some $TSLA back in 2012 and no one did...go look how that worked out"
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BLUESKY IS A SERIOUS PROBLEM It’s in these dark circles of the internet where hatred festers unchecked, violence is the outcome, and it’s then celebrated and worshipped Get your children and anyone you know off this platform ASAP
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"Elon doesn't build anything. He'd be nothing without subsidies. He's a part time CEO. He's a greedy billionaire." - Everyone that shapes their opinion of Elon through legacy media "Elon is the hardest working person I've ever seen. His technical understanding is far better than he gets credit for. His ability to switch between tasks is entirely unmatched. Elon doesn't care about money, he's selfless and mission driven focused on impact and building a better future for humanity. He is 1/1." - Everyone that has worked closely with Elon or knows him personally See the difference? One of the greatest distortions of reality of our time
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Sex (when married) is great but have you ever watched @DOGE publicly obliterate egregious government overspending and corruption?
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Today I learned that Tesla is going to fail because it couldn't find a way to keep Drew Baglino there for more than two decades I also learned that Rohan wanting to spend time with his family means that $TSLA is headed to zero and will never recover I learned that Elon making tough decisions in a tough environment means this is now the end of Tesla (again) I learned that Tesla restructuring to stay lean and to double down on autonomy/AI/robotics (the best path Tesla has to a multi-trillion dollar valuation) is a sign that Elon isn't fit to run Tesla /s Seriously though, not everything needs to be the end of Tesla or something that's spun as bullish
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Am I the only one that actually still trusts Elon, the $TSLA board and the team to make the best decisions for the company at the right times? They know more than we do. They know better than we do
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To the 50% of Tesla owners that have never tried FSD...WHAT ARE YOU DOING?! Pay the $100 and try it for one month $TSLA
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I knew Trump can only handle yes men but this is the reaction of a 4 year old Of all the waste, you now want to cut from the man running the companies single handedly doing the most for America? IS HE SERIOUS?! Wow. This really is nuts it’s going down publicly like this
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In case anyone isn't able to cut through the noise, here's how all of this plays out The Tesla protests will accomplish nothing they set out to - $TSLA isn't going to crash and even if it did Elon would be fine given his other ventures. Tesla is too big and too advanced to fail The Tesla community and supporters are only going to double down. Just like the Tesla employees will be even more motivated to push. Tesla has the best of the best and you know what they say about when the going gets tough. Plus Tesla is earning new supporters daily as a counter protest to the nonsense All of the attention on Tesla ahead of the launch of Unsupervised and more affordable models is going to serve as a tailwind for demand. Just wait until Q3 and Q4 How do I know? Because most normal people understand these protests are an utter joke I saw signs like "Cybertruck sucks" - I guarantee they've never been in one Or my personal favorite - "Defund DOGE". Lol, you mean the advisory body made up of volunteers? Good one Save democracy? I'd bet most people holding these signs can't define democracy and don't know what they're trying to save it from. And no, "bc Elon's a Nazi" is not a valid answer A small part of me actually feels bad for some of these people. They're clearly lost, miserable, angry and likely still living in fear given how many are still wearing masks. They're not capable of accomplishing anything close to what they're aiming for. They'll realize and eventually move on to the next thing to hate once their leaders realize Elon and the current administration aren't the ones to play with Take solace knowing that in a few years when $TSLA is a multi-trillion dollar company, none of these people will own it and this will just be a footnote in Tesla's history that all the new Teslanaire's laugh about as they're vindicated for being on the right side of history
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If you pay for Bloomberg, cancel it. This is egregious on so many levels. Tell your friends and family. The faster legacy media dies, the better.
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Replying to @Tesla
• cheaper labor • Sonora lithium mine next door • Mexico w/ many free trade agreements • production qualifies for Inflation Reduction Act • Monterrey is business + economic hub for Northern Mexico • Mexico pushing for renewable + sustainable energy economy Makes perfect sense! $TSLA
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Elon said Tesla is a month or two away from allowing people to text while the car drives itself and yet 95% of people have no idea this is coming Tell everyone you know Tesla is running good lease deals right now and new vehicles start at $37k before state incentives. If you're going to spend ~$40k on a car and you're not considering a Tesla, you're making a mistake
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$TSLA's accumulated deficit reached $6.3B (ATH) in Q2 2019. We'll see if $RIVN and $LCID go deeper into the red in the future. Tesla is now cumulatively profitable (as of Q4 2021). An incredible feat in the face of unprecedented opposition this decade. Well done! 🇺🇸
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Waymo launched its early rider program (vetted, invite only, NDAs) in Phoenix in 2017 with a safety driver It wasn't until 2020 when Waymo started offering rides without a safety driver. Three years of testing So everyone criticizing Tesla for starting out with a safety driver can relax. Tesla has always been safety first. It will be truly "driverless" soon enough $TSLA
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Look around the #ElectricVehicle space 👀 • Rivian retroactively raises prices ~$15k • Lucid cuts production forecast ~40% • Jim Farley admits Ford lacks EV talent • GM sells 26 EV's in Q4 The difficulty of what @Tesla and @elonmusk have done is NOT well understood ⚡️
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Tesla has told us the metric they're optimizing for is operating margin - it's important to understand this KPI well and it's essential for anyone invested in $TSLA This also happens to be one metric I think Wall St. is on the fence about, which is building in upside to $TSLA stock IMHO Oftentimes people use EBIT (earnings before interest and taxes) interchangeably with operating margin (or profit), but that's usually not accurate EBIT includes "other" revenue (investment income) whereas operating margin only focuses on profitability generated from core business operations As Tesla's cash balance (and thus investment income) grows, this is an important distinction Op. margin shows us how efficient Tesla is at generating profit from its fundamental business given each dollar of revenue Operating margin formula: operating profit/revenue * 100 Operating profit is found by taking revenue - COGS (cost of goods sold) to get gross profit Then we substract operating expenses from the gross profit (R&D, SG&A, depreciation etc.) to get to our operating profit number People also erroneously say "Tesla's margins are suppressed now due to the Austin/Berlin/Lathrop factory ramps" implying these will go away Yes, they will, but only to be replaced with new factory ramps as Tesla progresses to 20m units/year. Same on the energy side with Megapack factories and continued R&D (home HVAC, van, etc.) Tesla is also moving some R&D costs like 4680 production into COGS as these cells are directly used in vehicles being sold and if/when Elon gets a new compensation package any CEO SBC (stock based compensation) would be a drag on Tesla's operating profit However, here's where things get interesting Tesla's operating margin the past 5 years: 2023 (1H): 10.5% 2022: 16.8% 2021: 12.1% 2020: 6.3% 2019: -0.3% 2018: -1.8% Wall St. is now faced with a conundrum: what will the "new normal" be for Tesla's operating margin? After years of low interest rates, high demand, low supply and early adopters, we're now in a world with restrictive (high) interest rates and we're in the chasm between early adopters and the mainstream Despite all of these headwinds, each time Tesla gets a new factory through the ramping phase, it builds a new profit base (like stacking legos), so the next cycle of new factories ramping over time will have less of a negative impact on operating margin But the real magic lies in two places • Tesla's relentless COGS reduction • SaaS margins looming (FSD, app store, upgrades) as the fleet grows So while we'll have op. margin compression in '23, I think much of Wall St. has been lulled into thinking this is the "new normal" When in reality we're about a year away from Austin, Berlin and Lathrop being through the ramp (and drag on margins phase), serving as more "profit legos" stacked up Eventually we'll see a world with less restrictive interest rates and it may just align (after a lag) with the timing of a robotaxi release from Tesla where operating margins could take off from the current expectations thanks to FSD sales and Tesla's continued efforts to reduce COGS better and faster than anyone else (thanks in part to incredibly strong supply chain relationships built over a decade) In summary: we should all be watching Tesla's operating profit because it's what Tesla is optimizing for in this stage of growth. While compression is expected this year relative to the past few years, I do not believe this is a "new normal". Tesla still has to earn the upside here (volume production and solving FSD are very hard), but it really does feel like a matter of when, not if, Tesla surpasses its record high for operating margin (19.2% - Q1, 2022) Patience should be rewarded 🚀
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If I wasn't married I'd sell my house and buy $TSLA NFA
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Remember when all of the Tesla haters were up in arms about Tesla taking a $465M loan over a decade ago? That they paid back early, with interest? Arguing that Tesla has no business success without taxpayer money and subsidies... Well, now $F is getting $9.2B and $GM got $2.5B last year. Billions. Those haters haven't said much, if anything, about these loans. Crickets. $TSLA
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Let's recap: • Chevy Bolt ending production this year • Cadillac Lyriq: 122 sales in Q4 (software issues) • Ford F150 ⚡️: defective battery cells -> 🔥 and production stopped • Toyota bZ4X: wheels falling off, 1,600 Q1 🇺🇸 sales • GM sells 2 Hummer EV's in Q1 (water damage to battery packs) • VW: well known software issues (Cariad) I see so many "analysts" continually talking about the competition being here. I'd like to remind them - a car being announced is NOT equivalent to a car being produced and working properly At this point, until an EV is being produced and sold to the tune of at least a few thousand per month, I don't want to hear about it being "competition" $TSLA
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I've watched more FSD content than 99% of people and I've never seen someone talk about this. Is anyone else experiencing stuff like this? $TSLA
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Mind is all over the place but I keep coming back to two thoughts 1) The far left is satanic. Celebrating the death of anyone is beyond words. Legacy media has radicalized this group. Something needs to be done about it ASAP 2) It’s beyond time to bring back public executions
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Trump just said Trevor Milton did nothing wrong and is a good person THIS IS INSANE Is engaging in securities and wire fraud now "nothing"? Trevor Milton belongs IN PRISON for misleading investors continuously. What a joke
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The best part about Tesla’s Robotaxi launch today is that 99% of people still don’t know you can go online and buy this exact car for $37.5k (w/ credit) And this exact software branch and an even better model will be sent to your car later this year for free WAYMO CANNOT DO THIS $TSLA
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