Ryan @4TheLifeOfMe20
Data OVER Emotions, Autodidact Investor/Trader, Economic & Geopolitically Focused, Techno Optimist, Non Fiction Enthusiast, Bourbon, Sports, Husband, Dog Dad 2x Falls Church, VA Joined January 2014-
Tweets4K
-
Followers386
-
Following561
-
Likes11K
"...economic growth remains strong when you consider the most important parts of the economy – household consumption, investment, and yes, even government spending. What’s amazing is that the economy has grown at a faster pace than the Congressional Budget Office (CBO) forecasted…
"...economic growth remains strong when you consider the most important parts of the economy – household consumption, investment, and yes, even government spending. What’s amazing is that the economy has grown at a faster pace than the Congressional Budget Office (CBO) forecasted…
GDP slowing👇. If PCE comes in soft tomorrow those 3 rate cuts may just happen.
Get details about how the U.S. economy performed in the first quarter of 2024 by reading our latest blog: bea.gov/news/blog/2024…
What is happening to America?
x.com/i/grok/share/7… ‼️Almost 4 years‼️ $msos #safebanking $gtbif $curlf $tcnnf $vrnof $crlbf
Kudos to @TeslaLarry. His estimates came in damn close to Q1 '24 earnings. This tells me he's a conservative numbers guy and I like that. Cooler heads always prevail. Great job Larry and thanks for sharing. $TSLA #Tesla #Teslaearnings
Kudos to @TeslaLarry. His estimates came in damn close to Q1 '24 earnings. This tells me he's a conservative numbers guy and I like that. Cooler heads always prevail. Great job Larry and thanks for sharing. $TSLA #Tesla #Teslaearnings
Interesting take that can't be ignored. Specifically, with the $nvda Blackwell & $amd chiplet architecture comparison. Worth the read. #semiconductors $soxx $smh $sox
Interesting take that can't be ignored. Specifically, with the $nvda Blackwell & $amd chiplet architecture comparison. Worth the read. #semiconductors $soxx $smh $sox
Merrill $TSLA #TSLA Updated Research Report. PO:$220 Est.(Dec)(US$)2022A 2023A 2024E 2025E 2026E EPS 4.07, 3.13, 2.60, 3.40, 4.15 GAAP EPS 3.62, 2.60, 2.09, 2.87, 3.60 EPS Change (YoY) 80.1%, -23.1%, -16.9%, 30.8%, 22.1% Consensus EPS (Bloomberg) 2.77, 3.68, 4.62 Valuation…
Elon of FSD licensing: “Good chance we sign more than one deal with another automaker to license FSD this year. But will probably be at least 3 years before that automaker can integrate it.”
Compare costs & get back to me!
So far, S&P 500’s selloff since late March has been all multiple contraction (forward P/E, blue) as forward EPS (orange) have moved higher
$tsla
Will Friday’s PCE be the catalyst needed to stop the bleeding or will it crush our rate cut hopes and kick us while we’re down?
Will Friday’s PCE be the catalyst needed to stop the bleeding or will it crush our rate cut hopes and kick us while we’re down?
New York Playoffs. Fight. That’s What We Do! 🏀
New York Playoffs. Fight. That’s What We Do! 🏀
Why You Can’t Be An Iran Hawk And A Russia Dove | Critical Threats criticalthreats.org/analysis/why-y…
Imagine making this as silent as a Ninja. What an amazing tool that would be for crime control. Bad guys in an ally way doing bad guy stuff and this machine drops down from the roof top behind them eliminating the threat. Game Over!
Imagine making this as silent as a Ninja. What an amazing tool that would be for crime control. Bad guys in an ally way doing bad guy stuff and this machine drops down from the roof top behind them eliminating the threat. Game Over!
Elon's talked a lot about autonomy over the past 8 years. His comments yesterday that $TSLA is "going balls to the wall" to solve autonomy reminds me of a comment he made in 2022. At the time he said in an interview with @teslaownersSV "The overwhelming focus is solving…
Angel🇺🇲 @Beautiful_Erin_
1K Followers 285 Following I only do things I completely understand - Warren BuffettELON MUSK X @ElonMusk066111
50 Followers 1K Following 🚀ISpacex •CEO •СТО • 🚗Tesla •CEO and Product architect | Hyperloop • Founder | OpenAl • Co- founder 41 Build A 7-figlG https://t.co/Plb9vd8TY3goAI88 @goAI88
203 Followers 1K Following AI and Tech Enthusiast. Like researching disruptive tech companies and consumer products.Lereshe @Lereshe146072
1 Followers 257 FollowingBryony Boehmer @BoehmerBry
65 Followers 5K FollowingAntonio Linares PRIVA.. @alc2022PRI
174 Followers 4K Following only private elite here‼️I will mainly talk about stock market, price action analysis etc. 🎯ONLY FOR A FEW PEOPLE. MAINPAGE:@alc2022Daisy Gautam @daisy_gau
40 Followers 5K FollowingDana Chandler 🇨�.. @nursedanakay
3K Followers 2K Following Mom of 4, wound nurse, clinical informatics specialist, Trekkie, Tesla owner/investor/supporter, excited about the future!Stephanie Renae @RahRahRenae
81 Followers 4K Following Guiding @ElonMusk's vision for a better future through SpaceX, Tesla, Neuralink, and more. & | Tech enthusiast, dream chaser, and innovation advocate.Gibril jarju @GibrilJarj90726
29 Followers 1K FollowingELON MUSK @EMusk66137
6 Followers 407 Following Entrepreneur 🚀| Spacex • CEO & CTO 🚔| Tesla • CEO and Product architect 🚄| Hyperloop • Founder 🧩| OpenAI • Co-founder 👇🏻| Build A 7-fig IG9r1o1oj7oz @tyt7qie7hl82x
8 Followers 120 Followingangry big cat @AnnalisaLuck
2K Followers 2K Following “The greatest glory in living lies not in never falling, but in rising every time we fall.”🚫Porn Photos🚫Annette Ollivierre @OllivierAnnet
48 Followers 5K FollowingPeach🪽 @hwbdu
339 Followers 934 Following Be kind to yourself. Your life is not to please others but to be kind to yourself. Studying seriously, eating seriously and sleeping seriously are all the loveLayla Fonte @lay_font
63 Followers 5K Followingblake @blakestonks
95K Followers 3K Following trackin my journey with the stock market & sports bets // swing, momentum & day trader // not financial advice // THIS IS MY ONLY ACCOUNT / patreon = service𝓚𝓔𝓔𝓝𝓐 @iamkeenasciara
1K Followers 3K Following Your fave creative bimbo and provocative poetry 💕 Song writer 📝 🎶 #Crypto📊 https://t.co/VB7K30dBVwMichelle Kisch @KiscMichel
73 Followers 5K FollowingArlah Padua @ArlahPadua97264
95 Followers 5K FollowingSarah G @g1487121
0 Followers 405 FollowingDan Priestley @DanPristley
463 Followers 6K Following Network Engineer @Tesla & SpaceX perpetually curiousKsenija @MultiverseCentr
605 Followers 6K Following God oversees Tense- less Time, Space, Matter & Life Do not attempt to trick !StaticSignal @Static1964
233 Followers 2K FollowingMaci Chafins @MaChafins
34 Followers 5K FollowingCassidy Korewdit @CassidyKor69512
70 Followers 5K FollowingMariela Vangorp @marie_vango
35 Followers 5K FollowingElon Musk @EMusk68890
11 Followers 2K Following Elon Musk CEO - SpaceX Tesla A Founder - The Boring Company Co-Founder - Neuralink, OpenAl @elonmusk Stay away from scammers.Dan Ives Private @DivesTechPvt
8K Followers 8K Following I'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @DivesTechLarry Shwa @ShwaLarry
6K Followers 5K Following Active Cannabis advocate and Investor. "JUST SAY NO" to willful ignorance. Make LOVE not war. GREEN is GOOD #climate #enviro #cannabisinfluencer #hempinfluencerKimbal Musk _Official.. @Kimbalmuskfg01
1K Followers 2K Following Entrepreneur, Chef, Philanthropist | board @tesla | Founder @TheKitchen 🥘 @BigGreen🌿 @NovaSkyStories ✨ Pre-order my cookbook! ⤵️🙏Stacey @marystacey395
36 Followers 413 FollowingGeorgetta Etcitty @etci_georget
39 Followers 5K FollowingBoomerBiohacker @WmBrackbill
2K Followers 2K Following Please use my Tesla referral link for discounts and benefits. https://t.co/OvpkKDuvNx USAF Veteran, Homebuilder, Tesla Y owner w/ FSD 12.3.4 Supervised,olivia @olivia1460737
1 Followers 268 FollowingÉric @BeyondSpace21
905 Followers 3K Following IT Security researcher. Tesla FSD beta tester. AI enthusiast. Tech problem solver. Embracing innovation daily! My thoughts are my own.Elon reeve musk @Elon_musk_xx65
42 Followers 2K FollowingPearline Naugher @p_naugh
31 Followers 5K FollowingEva 🍀beautiful �.. @HAMPEV2211
288 Followers 931 Following The beauty inside me is lazy and has nothing but her beauty and intelligence. The pet mom who loves taking photosThomas Thornton @TowmyThornton
53 Followers 2K Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund managerElon Musk @EMusk3597
88 Followers 3K FollowingThomas Thornton @ToommyThornton
17 Followers 1K Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund managerAide Alfera @aide_alfe
14 Followers 2K FollowingNicole’s buds🌿 @buds_nicole
1K Followers 2K Following Your most reliable plug 🔌 for Medical and recreational marijuana, shrooms etc. Dm for Fast and discreet shipping🚚🌿🔥. Back up account for @nicolegriffith0AJ @alojoh
13K Followers 173 Following Early Apple, Amazon, Tesla investor (100x returns). Interest in AI,technology,auto industry,other. Ex investment banker, C-suite corporate finance advisor.goAI88 @goAI88
203 Followers 1K Following AI and Tech Enthusiast. Like researching disruptive tech companies and consumer products.Tesla Ted @tslatedd
973 Followers 166 Following I TALK ABOUT A LOT OF STUFF. Heavily skews towards Tesla. Opinions are my own. $TSLA since 2012. AMA on Tesla/Rivian/Lucid/CarsWhat the media hides. @narrative_hole
421K Followers 0 Following Dismantling Western propaganda serving geopolitical & military power plays. People over ideas.POLITICAL HEDGE @politicalHEDGE
72K Followers 61K Following ELON IS MY NEW BOSS Sharing Hot Takes on: Business + Political News.The Chart Report @TheChartReport
28K Followers 992 Following The newsletter with no news, just charts.H.L. Mencken @HenryLuMencken
837 Followers 1K Following 50% shade grown connecticut + 50% Cali grown Kush The first “ #Joe6Pack of Cannabis™️ “ Amateur investor: nothing I post is advice. Weed Stock Scholar👨🎓Tank Abbott @TankAbbott420
216 Followers 219 Followingsierra catalina @sierracatalina1
5K Followers 3K Following training @grok @xAI. decentralization enthusiast. advocate for: accessible connectivity, self-sovereignty and ethical AI. RF obsessed.Headset @headset_io
4K Followers 1K Following Inform your business strategy with real-time cannabis consumer trends & market intelligence.Peach🪽 @hwbdu
339 Followers 934 Following Be kind to yourself. Your life is not to please others but to be kind to yourself. Studying seriously, eating seriously and sleeping seriously are all the loveangry big cat @AnnalisaLuck
2K Followers 2K Following “The greatest glory in living lies not in never falling, but in rising every time we fall.”🚫Porn Photos🚫Kayla Cardillo @kaylacardillo
7K Followers 2K Following voted #1 most interesting human by the robots I train. committed to making a tangible difference in society with tech enrichmentPomp 🌪 @APompliano
1.7M Followers 8K Following Entrepreneur, investor, and lifelong learner. I write a daily letter to 250,000+ investors at https://t.co/tpCu2xhIBxEd Ludlow @EdLudlow
22K Followers 5K Following Hosting @technology and covering tech/autos for @business from San Francisco. Brit in the USA. DM for Signal!U.S. Senate Updates @SenateFloor
520K Followers 11 Following A @GovTop Project. #US #Senate updates. https://t.co/TutIwprZwtBoston Dynamics @BostonDynamics
315K Followers 0 FollowingAd31 @acole6154
998 Followers 753 FollowingPhil Rosen @philrosenn
7K Followers 1K Following Award-Winning Financial Journalist • Co-Founder, Editor @ReadOpeningBell • Creator @JournalistsClub • 2x Author • Bylines: Business Insider, Fortune, Yahoo etc.Smart & Safe Florida @SmartandSafeFl
920 Followers 102 Following Vote Yes on Amendment 3 this November on your Florida ballot.Dana Chandler 🇨�.. @nursedanakay
3K Followers 2K Following Mom of 4, wound nurse, clinical informatics specialist, Trekkie, Tesla owner/investor/supporter, excited about the future!Fundamental Research .. @fundam_inv
8K Followers 445 Following Ex-“Sell-side, M&A, FPA, Institutional money management @ $ DD Bil Funds” | All tweets are personal opinionsAmerican Cannabis Col.. @AmericanCCo
360 Followers 37 Following Pushing for patients, consumers, and the industry that serves them. 🇺🇸 by Don Murphy, Gretchen Gailey & Carl Cameron.✨Amy Ferguson @coskier61
3K Followers 856 Following SpaceX🚀✨ TSLA📈 Avid learner 📚 Enjoy the journey it can be as good or better than the destination. 🌻Damian Carroll @Damienfrroll
963 Followers 2K Following Investor and stock trader. No Financial advice. study and learn to become a consistent trader.Gloria Murphy @gmurph618
73 Followers 145 FollowingYuke Zhu @yukez
15K Followers 464 Following Assistant Professor @UTCompSci | Co-Leading GEAR @NVIDIAAI | CS PhD @Stanford | Building generalist robot autonomy in the wild | Opinions are my ownUNPLUGGED PERFORMANCE @UnpluggedTesla
23K Followers 498 Following The global leader of Tesla performance upgrades. Est.2013. We make bespoke complete cars and upgrade parts next-door to Tesla & SpaceX in Hawthorne, CAIsrael ישראל �.. @Israel
1.6M Followers 5K Following The State of Israel's official Twitter account managed by the @IsraelMFA's Digital Diplomacy team 🇮🇱. #BringThemHome 🎗️#LetThemGoNowIsrael War Room @IsraelWarRoom
316K Followers 6K Following Israel’s enemies do not sleep. Neither do we.Larry Shwa @ShwaLarry
6K Followers 5K Following Active Cannabis advocate and Investor. "JUST SAY NO" to willful ignorance. Make LOVE not war. GREEN is GOOD #climate #enviro #cannabisinfluencer #hempinfluencerTesla Charging @TeslaCharging
186K Followers 88 Following New Supercharger sites, announcements and all things charging.BoomerBiohacker @WmBrackbill
2K Followers 2K Following Please use my Tesla referral link for discounts and benefits. https://t.co/OvpkKDuvNx USAF Veteran, Homebuilder, Tesla Y owner w/ FSD 12.3.4 Supervised,i/o @eyeslasho
144K Followers 249 Following Independent and data-driven. Cognitive-decoupling radical centrist. Monitoring hyperpartisan thinking, blank slatism, culture and culture wars, and race.Greg @Greg40177611
256 Followers 95 FollowingHubSpot @HubSpot
817K Followers 41K Following Get in your *smart* CRM era. The AI-powered customer platform to scale your business.Wes Hicks @LetsTalkTesla
426 Followers 169 Following Founder Memphis Tesla Owner's Club, T$LA Bull, Information Technology and Employment industry professional.Éric @BeyondSpace21
905 Followers 3K Following IT Security researcher. Tesla FSD beta tester. AI enthusiast. Tech problem solver. Embracing innovation daily! My thoughts are my own.Yoshie Furuhashi @yoshiefuruhashi
4K Followers 4K Following Yoshie Furuhashi, Founder, Movement Translation ServiceDan Grover @DanGrover
11K Followers 4K Following Product guy, now working on robotics + AI @ @standardbots. Prev. Meta, Tencent.weweb.io @weweb_io
6K Followers 1 Following https://t.co/nPL3ggYvRf (YC W21) is a no-code front-end builder that helps you build production-grade applications 10x faster with no vendor lock-in.Tasha Keeney @TashaARK
206K Followers 535 Following Director of Investment Analysis & Institutional Strategies @ARKInvest. Also cover things that fly, roll, and manufacture. Disclosure https://t.co/CfmviBEuqwBuildShip @BuildShipApp
2K Followers 12 Following Visually build backend, instant APIs and AI workflows ✨ nocode ease + lowcode power + AI magic 🪄 Connect any database / tool / AI model - or custom nodes!FlutterFlow @flutterflow
23K Followers 83 Following Create beautiful UI, generate clean code, and deploy to the app stores or web in one click. The best part: fully extensible with custom code.Alex @TickerSymbolYOU
22K Followers 430 Following I break down high-tech companies to help you invest in volatile growth stocks | Former @MITLL rocket scientist turned full-time investor | $6M AUM (and growing)Ambitious Alim @alim_721
1K Followers 1K Following Founder, Ambitious Labs 🧪 FlutterFlow KING 👑 I want to build your app idea with you. 🤝 Former Head Mobile Engineer @prizepicks@ValueAnalyst1 I wonder if he’s going to reinvest it into Rivian?
Oh look a poster, it must say “ceasefirenow” he seems peaceful. Oh, it calls for Genocide of Jews. That’s awkward
Sent from @GWtweets: a man at the encampment carrying a sign that says “Final Solution”
$SOFI dropped an 8-K yesterday about redeeming the preferred shares. Not too much to cover that we didn't already know. CEO Anthony Noto Ashley had preferred shares and was paid just like all other note holders when they were redeemed.
Over the past 10 years, those 'worst six months' of the year you are about to hear a lot about have been higher 8 times.
🇨🇦 $2 of every $5 spent on legal #cannabis enter government coffers: Federal and provincial governments received $1.9 billion from the control and sale of recreational cannabis in 2022/2023, up by almost one-quarter (+24.2%) from a year earlier. statcan.gc.ca/o1/en/plus/609…
#DEMOCRATS like @SenBooker prefer pandering to their base rather than promoting real business tools for minority owned businesses. #SAFERbanking #SAFEbanking #marijuana #cannabis @VP @SenateDems @WhiteHouse @HouseDemocrats @elonmusk @SenBooker @SenFettermanPA @SenWarren @DEAHQ
@RyanDetrick More perspective on the Q1 GDP report in my latest blog 👇 Sign up there for more from @CarsonResearch @RyanDetrick. We send a weekly newsletter now! carsongroup.com/insights/blog/… /End
Inflation ran hot in Q1 😓 Headline PCE: 3.1% Core: 3.7% Also means nominal GDP ran hot (and that's directly related to profit growth) Q1: +4.8% 2010-'19: +4% Inflationary growth is why we have managed futures with equity overweight. @RyanDetrick carsongroup.com/insights/blog/… 4/
Excluding volatile inventories & net exports gives you real final demand, i.e. underlying growth 👇 Q1: +2.8% 2010-2019 trend: 2.4% Ex govt, real private demand was +3.1% in Q1 💪 Services consumption is powering the economy Q1: +4% (fastest since Q3 '21) 2010-2019: 1.8% 2/
Headline GDP just +1.6% in Q1, but underlying growth is strong. Highlights 🧵 - Consumption eased, but services expanded - Investment grew - Govt spending eased Big drag was from Inventories: -35 bps Net exports: -86 bps Total: -121 bps 🤦♂️ @CarsonResearch @RyanDetrick 1/
The British Royal Navy yesterday conducted their First ever Shoot Down of a Ballistic Missile during a Combat Situation as the Type 45 Destroyer, HMS Diamond (D34) utilized its Principal Anti-Air Missile System (PAAMS) also known as “Sea Viper” to Down a Anti-Ship Ballistic…
FWIW, there would be no need for the DEA to cite "including an opportunity for a public comment period" in its previously unreported response (earlier this month) to lawmakers if it wasn't intending to reschedule. H/T: @c2412345
👀👀👀 Notably, the lawmakers' letter cites a previously unreported recent response from DEA in which the agency indicated that its marijuana review will include "opportunity for a public comment period and a hearing." marijuanamoment.net/congressional-…
Pay close attention to the wording used here. DEA is trying to do the process 100% by the book to avoid a decision being overturned. This is pretty bullish IMO.
It makes sense to me that the DEA would hold both an (extended) comment period and a hearing given the public interest in cannabis. That could easily be 90-120 days based on precedent. Assuming they want it announced in Oct, May-June seems reasonable for a proposed ruling $msos
“Our company makes $4B a quarter” What.
Always enjoy reading the @YahooFinance Morning Brief email, but enjoy it a little more when I see a chart of mine in there. Thanks @SPYJared for sharing this one. It shows that big starts to an election year (like '24) tend to see chop and weakness into June.…
The Beer Industry will have to focus on a new vertical ….
The craft beer industry saw negative production for the second straight year in 2023, continuing a downward trend for independent, small brewers, per Axios.
$PLTR shocks the @NHS ex Lead Data Architect: " Why have we spent so much for @PalantirTech ? We spent many times as much trying to build FDP 5x in the last 20y. TAKE MY MONEY NOW!" 🙌 Thanks @PLTRs_Palantir.
I think I figured out what must have happened to Tesla's deliveries in Q1 2024. This thread explains in detail where Tesla's must have lost deliveries. Of course, this assumes that the reported industry data is correct.