THE ACCOUNTANT @CPAinNYC
Providing Tesla Financial Data & Analysis. $TSLA Shareholder Joined August 2021-
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THE ACCOUNTANT retweeted
Ok, now that everyone calmed down, lets appreciate how amazing FSD v12.3.5 is, no drooling please, ok maybe a little bit: Full video - youtu.be/GiSJQAqUofM
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Elon visits China . . . $TSLA up 15%. When is he visiting India?
THE ACCOUNTANT retweeted
Great exposé on the economics of Robotaxi! Obviously the CNBSer doesn't get it !
THE ACCOUNTANT retweeted
FSD Release Cycle Cadence: Below is a quick analysis of the # of days between version updates for v12 specifically (based on the last 6 months of data) AND for all previous FSD versions. Using these insights, we may be able to get a sense of the projected timelines for upcoming…
Perhaps a solid Q2 earnings release in July and grand eye-opening robotaxi reveal in August could bring what's needed to move this stock much higher.
Perhaps a solid Q2 earnings release in July and grand eye-opening robotaxi reveal in August could bring what's needed to move this stock much higher.
Housing impacting PCE: PCE Goods: +0.1% YoY PCE Food: +1.5% YoY PCE Services: +4.0% YoY Services include housing costs
People complaining Baglino sold $180m of stock? He's not trying to get to Mars folks. $180m is enough.
Tesla employees must exercise within 3 months of exit. The cash to exercise (including tax burden) is so huge, that almost all employees need to sell to obtain cash to buy and pay taxes. $TSLA
Tesla employees must exercise within 3 months of exit. The cash to exercise (including tax burden) is so huge, that almost all employees need to sell to obtain cash to buy and pay taxes. $TSLA https://t.co/VBvEF4SW0A
Musk: "(Energy) looks likely to continue to increase in the qtrs & yrs ahead. It will increase". Elon corrected (from "looks likely" to "it will") b/c growth is certain, Tesla has a Megapack backlog exceeding 1 yr year, perhaps longer. Backlog so long, $TSLA shut down on-line…
Musk: "(Energy) looks likely to continue to increase in the qtrs & yrs ahead. It will increase". Elon corrected (from "looks likely" to "it will") b/c growth is certain, Tesla has a Megapack backlog exceeding 1 yr year, perhaps longer. Backlog so long, $TSLA shut down on-line…
We're seeing (and I'm experiencing) many of these one hour zero-intervention rides. This is with v12.3; I'm excited to see what v12.4 and v12.5 bring us. $TSLA #Tesla
We're seeing (and I'm experiencing) many of these one hour zero-intervention rides. This is with v12.3; I'm excited to see what v12.4 and v12.5 bring us. $TSLA #Tesla
Confession: I often underestimate the speed of tech advancements. I never included robotaxi in my Tesla valuation because I thought it could be a decade out. FSD v12 has changed my thinking. As @PanDan02216285 states, "We're almost there".
Confession: I often underestimate the speed of tech advancements. I never included robotaxi in my Tesla valuation because I thought it could be a decade out. FSD v12 has changed my thinking. As @PanDan02216285 states, "We're almost there".
THE ACCOUNTANT retweeted
@TeslaBoomerPapa He is one of Gary’s mates isn’t he? You can’t have it both ways. He thinks the problem is so hard to solve that it is five years away, but then reckons the competition will be right behind Tesla. I don’t think he realises that Tesla has all the data. Other manufacturers can’t…
THE ACCOUNTANT retweeted
@BloombergTV @CommunityNotes SEC filed document stated that the production of cheaper vehicle line-up (multiple) has been accelerated @larsmoravy quote: "we built these new vehicles on existing lines" 1) plural, multiple cheaper vehicle(s) 2) past tense, test production already happened
THE ACCOUNTANT retweeted
updated personal outlook after last night's earnings call
Purchased Apple. Sold it when it doubled. Missed 10 bagger. Purchased Amazon. Sold it when it doubled. Missed 10 bagger. Purchased Tesla. Held it. Got my 10 bagger. Sold some to enjoy life. There may be another 10 bagger from here. $TSLA
THE ACCOUNTANT retweeted
Sacconaghi at Bernstein today ‘Even if FSD does turn out to be a winner-take-all market, it is not clear that Tesla will be a winner’. This is the same analyst that in 2007 said iPhones were gathering dust .. There is not an industry in the world, where people can make a career…
Hopefully some investors today: $TSLA
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