Stanphyl Capital @StanphylCap
Value investor with some opinions. Registered Independent. Beware of copycat scammers using my profile! My name is Mark B. Spiegel. https://t.co/iVzhUmkFI8 Joined October 2020-
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Tesla's deal with Baidu isn't new, the mapping data Tesla will collect likely can't leave China, and Full Self Driving can't compete with the more advanced Chinese alternatives. trib.al/FlGo2rk
Now confirmed with data. Forbes surveyed managers with hiring authority. When asked whether more/less likely to hire vs 5 years ago: Ivy League: 7% more likely; 33% say less likely Public univs: 42% more likely; 5% less likely Selective privates: 37% more likely; 5% less likely
Now confirmed with data. Forbes surveyed managers with hiring authority. When asked whether more/less likely to hire vs 5 years ago: Ivy League: 7% more likely; 33% say less likely Public univs: 42% more likely; 5% less likely Selective privates: 37% more likely; 5% less likely
Within China, Tesla is really just joining a bunch of Chinese automakers that already offer self-driving features using an array of lidar, radar, and camera systems. BYD, XPeng, Nio, Li Auto, Chery, etc.
Lol, such nonsense. Jonas has turned Morgan Stanley into the world's biggest bucket shop!
Lol, such nonsense. Jonas has turned Morgan Stanley into the world's biggest bucket shop!
Also, all of $TSLA's major China competitors already have systems similar to (and sometimes better than) what Tesla just got approved, and they ALSO have much cooler, newer and/or less expensive cars. So why would this cause any ADDITIONAL people to buy Teslas???
Also, all of $TSLA's major China competitors already have systems similar to (and sometimes better than) what Tesla just got approved, and they ALSO have much cooler, newer and/or less expensive cars. So why would this cause any ADDITIONAL people to buy Teslas???
It's hilarious to see $TSLA bulls & sell-side hos treat today's Baidu license as if it's financially meaningful. ALMOST NO ONE buys so-called "FSD" here in the U.S... How many people do they think will buy China's much less enabled version in a far more price-sensitive market?
Lol, as if he pays any attention to this requirement anyway! The SEC is TERRIFIED of Musk, and thus only PRETENDS to enforce securities laws against him!
Lol, as if he pays any attention to this requirement anyway! The SEC is TERRIFIED of Musk, and thus only PRETENDS to enforce securities laws against him!
Guess who wasn't there despite being in Beijing, because he's embarrassed by his company's trailing edge, dated product line? $TSLA
Guess who wasn't there despite being in Beijing, because he's embarrassed by his company's trailing edge, dated product line? $TSLA
US SUPREME COURT DECLINES TO HEAR ELON MUSK’S BID TO NARROW HIS SECURITIES FRAUD SETTLEMENT WITH SEC
And as everyone gets excited about $TSLA having to license Baidu’s software in China, the out year estimate cuts keep happening. Over the weekend ISI cut their 2027(!) Adjusted EPS estimate to $4.50-5.00. The Street is currently at $6.00.
Last time 10y Treasury yield (blue) was hovering around its current level in 2007, S&P 500's forward P/E (white) was in the 14-15 range ... today, it's at 20.2
About that $TSLA FSD adoption in China (Source: @TroyTeslike)
So if $TSLA is forced to license the same Baidu system that many competitors use in China, where exactly is the competitive advantage? Oh, that's right-- there is none. We now return you to your regularly scheduled programming of declining Tesla sales & continual price-cutting.
"The deals highlight how multinationals believe the only way to catch up w/🇨🇳 carmakers now is to incorporate the tech they use in their own models" Remind me again how this is any kind of proprietary win for $TSLA, lol.
"The deals highlight how multinationals believe the only way to catch up w/🇨🇳 carmakers now is to incorporate the tech they use in their own models" Remind me again how this is any kind of proprietary win for $TSLA, lol.
This is the most accurate headline about this that I've seen. There is NOTHING proprietary about this for $TSLA, nor is it anything more than "driver assistance"...
"When asked Monday if China will allow $TSLA FSD...Foreign Ministry spokesperson...replied only that 'China attaches great importance to concerns of foreign enterprises'&'China expects foreign companies to comply with Chinese laws & regulations & fulfill their safety commitments"
"When asked Monday if China will allow $TSLA FSD...Foreign Ministry spokesperson...replied only that 'China attaches great importance to concerns of foreign enterprises'&'China expects foreign companies to comply with Chinese laws & regulations & fulfill their safety commitments"
Tesla later responded that there is currently no timetable for the FSD to enter China, according to local media outlet The Beijing News.
Baidu earnings call 3/26/22. They will sell their leading auto solution to anyone who pays. Tesla should have done this years ago
$TSLA's China crisis is the result of EV glut that can't be exported away. When GF3 was built in late 2010s and later expanded multiple times, TSLA had assumed that what cant be sold in China could be exported away, a reasonable proposition then but not any more. Worsening…
Quoth the Raven @QTRResearch
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Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Montana Skeptic @Mont.. @montana_skeptic
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B Graham Disciple @bgrahamdisciple
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JC Oviedo @JCOviedo6
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RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Gordon Johnson @GordonJohnson19
48K Followers 600 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
Rick Bomstein @BomsteinRick
11K Followers 1K Following Took the red pill. BTW this is purely a Matrix reference. Get your mind out of the gutter. Rick Bomstein does not exist.
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
fly4dat @fly4dat
11K Followers 247 Following Will cover $TSLAQ short @ $0 fly4dat on Threads, Bluesky and Mastodon
Michael Kao @UrbanKaoboy
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E.W. Niedermeyer @Tweetermeyer
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CommonSenseSkeptic @C_S_Skeptic
10K Followers 2K Following An award-winning YouTube channel, reminding people how important critical-thinking skills are, at a time when some common sense and logic is desperately needed.
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Taylor Ogan @TaylorOgan
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Simon Ree @simon_ree
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Suspected Saboteur @ShortingIsFun
5K Followers 2K Following My Finance work experience was being a runner at the CBOT in HS...in other words: None. Entertainment only. Automotive focused. On Threads, same username.
Hyper Loopz ⭕ @hyper_loopz
55 Followers 378 Following AI Enigma | Formerly @InfluencerJuice | Suspended by Elon Musk | Innovator | Cultural Influencer | God of the Internet | Can't Stop, Won't Stop, Get it! Get it!
MistyYoung @MistyYoung
1K Followers 3K Following Gary Lover. Seek. Learn. Teach. Encourage. Happy. Kriya. Hatha. Chant. Piano. Ocean Lover. Tesla. Retired. Advocate. Birds. Wife. Mom. 5X Grandma. Serve Elders.
Andreas Liemen @LiemenAndreas
57 Followers 257 Following Drehzahl TS 96%, PPL-A, Quad Squad, always start up
Commodities MacGruber @GoForGrubes2
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Official 1353 Elon Mu.. @Teslainvestmen0
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Tom 🦘 @Van_Diemen90
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Ava @chytessychi
74 Followers 276 Following Clothing store Admin| US Stock Market Enthusiast 📈. stocks $NVDA
⚡William H Bonney�.. @WilliamBon19846
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For Overcomers @ForOvercomers
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Quoth the Raven @QTRResearch
260K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6f
Montana Skeptic @Mont.. @montana_skeptic
23K Followers 853 Following Annoying Elon since 2016. https://t.co/pu3GyHmdmF…
JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since Enron
Nate Anderson @NateHindenburg
57K Followers 1K Following Personal account. Check @hindenburgres for the research, come here for the color commentary. All opinions, all opinions my own.
MuddyWatersResearch @muddywatersre
240K Followers 816 Following Activist short seller, skeptic, First Amendment advocate, foot soldier in the Global War to Defend Truth
Dan O'Dowd @RealDanODowd
32K Followers 2K Following Green Hills Software CEO and Founder of The Dawn Project. I am running a campaign to make computers safe for humanity and ban Tesla Full Self-Driving.
Porter Collins @Seawolfcap
41K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Ritchie Torres @RitchieTorres
192K Followers 9K Following A personal account in which I speak for myself rather than for the federal government. For official announcements, please follow @RepRitchie.
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350K Followers 905 Following Conversations w/Coleman Podcast | Forbes 30 Under 30 | Contributor at @theFP | Analyst at @CNN https://t.co/cwLQsfPK19
Jim Bianco @biancoresearch
395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
ΔS(r-δ)+0.5ΓS^2σ^.. @SapientPaul
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StopAntisemitism @StopAntisemites
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StockWonk @StockWonk
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95K Followers 761 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
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Troy Teslike @TroyTeslike
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61K Followers 197 Following Activist short selling focused on frauds and promotes. Presume all tweets reflect short positions and biased opinion. Verify independently. Not inv advice.
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129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
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Mark B. Spiegel @markbspiegel
22K Followers 127 Following Investor @ Stanphyl Capital. I now Tweet from @StanphylCap
Paul Dellegatto⚡️.. @PaulFox13
95K Followers 1K Following Chief meteorologist at FOX13 in Tampa. Tweeting about weather ⛈ - sports 🏈 - Brody 🐕 Natick, MA native. Fluent in sarcasm.
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Streetinsider.com @Street_Insider
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(((The Daily Shot))) @SoberLook
149K Followers 273 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
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15K Followers 4K Following Market news. Tweets not recommendations, do your own research.
ISABELNET @ISABELNET_SA
52K Followers 18K Following Advanced Stock Market Forecast for Professional & Individual available on https://t.co/BINsAzHa69 • 96% Correlation since 1970 • R² = 0.92 • Tweets ≠ Advice
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2K Followers 516 Following Columnist, The New York Post; contributing editor, City Journal; Retired editorial-page editor, The New York Post; Once-upon-a-time submarine sailor.
Citron Research @CitronResearch
344K Followers 450 Following Citron Research has been publishing columns for over 20 years, making it one of the longest-running independent online stock commentary sources.
Kerrisdale Capital (T.. @KerrisdaleCap
79K Followers 222 Following We tweet investment ideas. Please read our legal disclaimer at https://t.co/k1zDkqVQtF…
Prescience Point Capi.. @PresciencePoint
22K Followers 675 Following Prescience Point Capital Management is a research-focused, catalyst-driven investment firm founded by Eiad Asbahi in 2009. Read disclaimer on our website.
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610K Followers 0 Following Popping bubbles as we see them. We express strong opinions. Not investment advice.
Paul Huettner, CFA @Paul_M_Huettner
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@StanphylCap @RealDanODowd @AdrianDittmann @chazman Elon is the only one that believes he’s fooling anyone- BTW, how long has the Twitter Sitter been in a coma?
@StopAntisemites @RabbiNoah @JFedLA He should have pushed through the tall guy. The call guy was there for intimidation and was probably a big baby.
@StopAntisemites @RabbiNoah @JFedLA I would just push through and then start knocking people out.
@StopAntisemites @RabbiNoah @JFedLA Why do they cover their faces? they are such cowards.
Strength is required now, not placation @jfederations @ericfingerhut Demand arrests. Demand suspensions. Demand expulsions. Enough is enough.
@StanphylCap It is meaningful… instead of income , it is an expense.
America spent the last half century embedding Marxist professors in our schools. Not a shock they are acting like Marxist professors. Sad but not a shock.
NOW: Columbia University faculty link arms and form a wall in front of the entrance to the ‘Gaza Solidarity Encampment’ as hundreds of students encircle the both lawns Students remaining in the encampment were told they could face disciplinary action after 2PM
@StanphylCap It's a grift to pump the stock. The news is 4 months old. Lane navigation - that's what we're talking about. Lol x.com/mojo_flyin/sta…
Somebody is going to get hurt when the mkt realises the $TSLA #Baidu news is 4 months old. It's lane. $TSLA themselves came out today and said there is no line of sight to FSD being released in China. Retail gonna bag hold - institutional exit ROFL pandaily.com/tesla-is-testi…
Every. Single. Day. $TSLA
$TSLA How many crashes and fatalities will the CCP tolerate? jalopnik.com/tesla-s-autopi…
Which provision of the US Constitution expressly confers criminal immunity—much less absolute criminal immunity—upon the President of the United States? If you’re an “originalist” or a “textualist,” no such provision exists. In fact, the Impeachment Judgements Clause…
@StanphylCap Some forget that Tesla has to sell cars first and as far as China is concerned the competition has much better and cheaper cars.
@StanphylCap This stock and the dishonest analysts behind it are something else. We have a huge jump on no real news. This is not what $TSLA bulls think.
And as everyone gets excited about $TSLA having to license Baidu’s software in China, the out year estimate cuts keep happening. Over the weekend ISI cut their 2027(!) Adjusted EPS estimate to $4.50-5.00. The Street is currently at $6.00.
@StanphylCap This partnership with Baidu for maps and lane navigation is also a week a old. This is a coordinated pump.
Didn’t visit Shanghai factory Didn’t attend Beijing Auto show
@StanphylCap How is this anything but admitting that the Baidu automated driving is better than FSD? This seems incredibly bearish, but I’m waiting for retail to wake/show up and finish this pump before sizing up a short. It’s also convenient how this buries the FSD investigation report, huh?
@StanphylCap There is zero chance they’ll let TSLA export training data. They are partnering with Baidu because they have no choice if they want to keep up.
Guy who bitches about the degradation and dislocation of the working man at the hands of modern technology, belittles a heroic anti-totalitarian dissident for not being as good at his original profession as his big tech made phone. It’s a choice, I guess.
Credit to Elon Musk for this: Besides being slightly worse than my iPhone at chess, Kasparov is just not that bright. The idea that Ukrainian corruption is a "myth" is laughable. I'll continue serving my own country, despite the insults of the hysterics.
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