Forward Cap @forwardcap
Joined October 2021-
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Elon’s reluctance to educate consumers at scale has hurt Tesla’s mission and earnings power. Likely a reason for some exec departures too In FY23, Operating Income fell -35% YoY and will decline again in FY24 Cutting prices every 2-3 months doesn’t work
Elon’s reluctance to educate consumers at scale has hurt Tesla’s mission and earnings power. Likely a reason for some exec departures too In FY23, Operating Income fell -35% YoY and will decline again in FY24 Cutting prices every 2-3 months doesn’t work
Just when I thought we had lost all touch with reality, Google shows there is still hope No room for these pro Hamas fools
Just when I thought we had lost all touch with reality, Google shows there is still hope No room for these pro Hamas fools
$RIVN raised $13.5B during its IPO Current market cap = $9B
YoY growth in vehicle sales - Ford +7% (EV sales +86%) - GM +6% - BYD +13% (EV sales +36%) - Rivian +71% - Tesla -9%
So deliveries -9% YoY while ASPs also down significantly. Brutal for a stock trading at >60x earnings
So deliveries -9% YoY while ASPs also down significantly. Brutal for a stock trading at >60x earnings
People using $TM outperformance of $TSLA over the past year to justify that hybrids are the future. Very short-sighted I mean, Tesla was founded 20 years ago and still had a higher market cap than Toyota which was founded 90 years ago
Saudi PIF has now invested $6.4B into Lucid over the past six years. $LCID entire market cap is just $7B
Saudi PIF has now invested $6.4B into Lucid over the past six years. $LCID entire market cap is just $7B
Tesla spent years developing FSD, writing 300k lines of C++ code. In the past year, they changed approach to video training only (no code) & it’s already better 🤯 & will scale/improve much faster from here I don’t see how Waymo or Cruise compete with their current architectures
Tesla spent years developing FSD, writing 300k lines of C++ code. In the past year, they changed approach to video training only (no code) & it’s already better 🤯 & will scale/improve much faster from here I don’t see how Waymo or Cruise compete with their current architectures
Businesses and real estate create no economic value but memecoins do. Got it
Businesses and real estate create no economic value but memecoins do. Got it
$TSLA China wholesale (domestic + export) unit sales down -6% YTD (Jan + Feb) while ASPs also down from last year US and Europe volumes not looking great either
Another Tesla killer acquitted of all charges
Another Tesla killer acquitted of all charges https://t.co/QFj78rG3pa
James Stephenson @ICannot_Enough
203K Followers 720 Following @ElonMusk and I own Tesla (along with several other people).
Ale𝕏andra Merz @TeslaBoomerMama
116K Followers 5K Following 𝗗𝗮𝗶𝗹𝘆 𝘂𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 $𝗧𝗦𝗟𝗔 𝗶𝗻 𝗘𝗧𝗙𝘀. Fangirl of Elon. 💙 of my life @TeslaBoomerPapa. Proud Mom of 5 exceptional humans. Waiting for my bot.
James Cat @TSLAFanMtl
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Mathias Føns @FonsDK
32K Followers 336 Following Strategy @Shift4. Passionate about Space, EVs & Integrated Commerce. Opinions are my own, NFA
JPR007 @jpr007
49K Followers 7K Following Global Citizen Providing Intelligent Information Please use the JPR Library to support our activity Go to https://t.co/dye7rb3Z8k
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Matt Smith @MatchasmMatt
39K Followers 518 Following Equity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 6 young kids. Catholic. Tweets are not financial advice.
Mayur मयूर Th.. @freshjiva
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The Limiting Factor @LimitingThe
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Warren Redlich - Chas.. @WR4NYGov
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Dillon Loomis @DillonLoomis22
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Tesla Facts @truth_tesla
49K Followers 398 Following Spreading Tesla facts, countering disinformation. Tesla fan account.
THE ACCOUNTANT @CPAinNYC
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Herbert Ong @herbertong
49K Followers 3K Following “The $TSLA Milestones Guy” | Follow me for lists of catalysts for $TSLA, Robotaxi, Bot etc. | $TSLA since 2012 |
Larry Goldberg @TeslaLarry
21K Followers 444 Following Serial entrepreneur, angel investor, co-inventor/co-author of the book “The Decision Model”, a normalized, business-friendly model of logic.
Yashu Sharma 🍊 @heyitsyashu
13K Followers 991 Following Host of Hit That Bid YouTube channel covering Tesla, EVs & Stocks. No financial advice given, Own $TSLA $QQQ
Connecting the Dots�.. @ConnectingODots
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Ezer @EzerRatchaga
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Thomas @Didymus36828385
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Charles Malone @horsedragon60
2K Followers 8K Following My daughter and I are learning as we go. I am going to ensure she has a good and safe life. If i follow you then you should follow me back. please be fair
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Ray @Raysliquidity
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James @Clawse_sL
12 Followers 223 Following Sharks with frickin' laserbeams https://t.co/FtP265wsKh https://t.co/jrnxGd5uHS
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mike017 @crypto_mike017
758 Followers 5K Following Me all in Crypto $KISHU 🐶 $ETH 🪙 Stock $TSLA 🚘 $MSFT 💻 NFT #ApeKidsClub 🐵 #KittyCryptoGang 😼
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Bruce Sisson🔋🔋 @sisson_bruce
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Tow Truck @blueskyflow
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Jeff Altman @JeffAltman10
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goAI88 @goAI88
215 Followers 1K Following AI and Tech Enthusiast. Like researching disruptive tech companies and consumer products.
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Teslon @teslaXandY
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Adam - @AJ_Jenko
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Mac @Maccyoss
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Zach @tslazach
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Ga @Gabi_csm
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AshEB @ash2eb
431 Followers 2K Following TSLA, MSTR, preventative health includes nature, vegan, organic, WFPB, fasting, yoga/cardio/pull-ups, living ex matrix. #BTC #Blockchain #Decentralize #HHO
Joe @Joe00416553
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rafal @rafalhehe
459 Followers 195 Following writing about zero-knowledge proofs and blockchain infra
James Stephenson @ICannot_Enough
203K Followers 720 Following @ElonMusk and I own Tesla (along with several other people).
Troy Teslike @TroyTeslike
145K Followers 26 Following Tesla Delivery Estimates: Data-driven & free. Early access on Patreon. My average error rate is 1.2% for Tesla's production and 2.7% for deliveries.
Rob Maurer @TeslaPodcast
293K Followers 106 Following Rob Maurer hosts Tesla Daily - news and analysis on Tesla, Inc., published every weekday.
Ale𝕏andra Merz @TeslaBoomerMama
116K Followers 5K Following 𝗗𝗮𝗶𝗹𝘆 𝘂𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 $𝗧𝗦𝗟𝗔 𝗶𝗻 𝗘𝗧𝗙𝘀. Fangirl of Elon. 💙 of my life @TeslaBoomerPapa. Proud Mom of 5 exceptional humans. Waiting for my bot.
Pierre Ferragu @p_ferragu
93K Followers 61 Following Commenting on technology - no investment recommendations.
James Cat @TSLAFanMtl
53K Followers 605 Following Life sciences and business background. Marketer. Tesla commentary & analysis. Use Twitter to feed my Tesla addiction. Next car will be a Tesla!
Emmet Peppers @EmmetPeppers
68K Followers 486 Following Fallibilist | Founder - Good Soil Investment Management | @GoodSoilInvest https://t.co/ZXVsLwZSTN | Interests: Investing, Tesla, New Tech, Ketosis, Podcasts
Mathias Føns @FonsDK
32K Followers 336 Following Strategy @Shift4. Passionate about Space, EVs & Integrated Commerce. Opinions are my own, NFA
Ray @ray4tesla
105K Followers 3 Following Tesla owner since 2015. TSLA holder since 2016. This account is about Tesla, EVs & other topics. To buy Tesla products, please use my referral code: ray9645
JPR007 @jpr007
49K Followers 7K Following Global Citizen Providing Intelligent Information Please use the JPR Library to support our activity Go to https://t.co/dye7rb3Z8k
FKA_Zero @Zerosumgame33
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Matt Smith @MatchasmMatt
39K Followers 518 Following Equity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 6 young kids. Catholic. Tweets are not financial advice.
Bradford Ferguson @bradsferguson
28K Followers 221 Following Rebellionaire | World-first, unique, balanced Tesla research | AI & Technology | Lightning in a bottle catcher x4 $TSLA NVIDIA, Aehr, Lilly ⚡️⚡️⚡️⚡️ | 🔋🕵🏻♂️
Mayur मयूर Th.. @freshjiva
27K Followers 698 Following Chartered Financial Analyst. Cycling. Eastern spirituality. Drumming. Veganism. ROIC investing. Indian classical music.
The Limiting Factor @LimitingThe
45K Followers 873 Following A mustache on a mission: What's next in battery and manufacturing technology? https://t.co/hN3JngjtC6
Dillon Loomis @DillonLoomis22
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Tesla Facts @truth_tesla
49K Followers 398 Following Spreading Tesla facts, countering disinformation. Tesla fan account.
THE ACCOUNTANT @CPAinNYC
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Ed Ludlow @EdLudlow
22K Followers 5K Following Hosting @technology and covering tech/autos for @business from San Francisco. Brit in the USA. DM for Signal!
Palmer Luckey @PalmerLuckey
219K Followers 2K Following I am a technology enthusiast, writer, and modder. Founder of ModRetro, @Oculus VR, and @Anduriltech. Keeping American superheroes safe with autonomous systems.
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17K Followers 962 Following Known Pioneer of the LBO, VP Barista @ Cap One Cafe, Forbes 30u30 Most Ran Thru Men. Lover of Shareholders. Fintwit’s Dog. Coastal Elite. In the Arena. Sox Fan.
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crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Alfred Lin @Alfred_Lin
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4K Followers 1K Following Time Magazine Person of the Year 2006. Forbes 46 Under 46. Puns are the last remaining alpha. Personal account. Not investment advice.
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12K Followers 931 Following Here to learn. Mauboussin, Rochon, and ABBA Stan. Durable advantages, long runways, intelligent managers. Passive retail shareholder. Permanently locked.
Libs of TikTok @libsoftiktok
3.1M Followers 853 Following News you can’t see anywhere else. 📧 [email protected]. DM submissions. Bookings: [email protected]. ⬇️Subscribe to our newsletter
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tyler hogge @thogge
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X Daily News @xDaily
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大趙 @zhongwen2005
7K Followers 505 Following Tesla owners, Tesla fans, loyal Tesla followers....... TESLA 2025 TESLA 2030 TESLA FOREVER
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TTI @TikTokInvestors
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immad @immad
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LaoZhu @tomzhu_nz
16K Followers 80 Following
JV @AyyouEm
5K Followers 754 Following Leverage is the Beverage. TMT, Healthcare & misc generalist deathtraps. Credit of all flavors.if elon wants to be in wrecking ball mode, why doesn’t he take it to the entire tesla solar division instead. it’s been a completely worthless division since the $SCTY bankruptcy bailout.
Carbon capture lets heavy industries use their fuel of choice. That's why we're advancing CCS projects around the world.
@elonmuskADO X should be the holding company that owns Twitter and Twitter should be Twitter.
Can’t decide whether it is funny, ridiculous or sad that the CEOs of Occidental Petroleum and Delta Airlines are on the new AI safety board. Less than half of the 22 members have any real AI knowledge. Also odd that it’s not even vaguely bipartisan, has zero open source AI…
Battery recycling shatters the myth of electric-vehicle waste. The upfront emissions from making a battery are paid back after driving just 15,000 miles.
Words are just words. The only thing that can save $TSLA is a stabilization and reacceleration of earnings. I am not seeing any of that for years to come. I consider the share price reaction mostly a short squeeze because shorts got greedy. I have no idea how long and how far…
Things I didn't like from Tesla earning call: 1. Elon claiming Tesla is doing better than its Chinese competitors. That is simply not true. Tesla shrunk -7% YoY in China while NEV market rose +33% and BEV market grew +15% YoY. 2. Elon pumping FSD hard during the call, but…
Short term 1-3 years, Tesla’s growth looks dismal and I don’t buy the new vehicles within 1 year talk (hey, anyone see that flying Roadster?). BUT: long term if they solve robotaxi with regulatory approvals and/or Optimus scales or even if they just reduce COGS through unboxed…
Tesla is the lowest cost car to maintain
@forwardcap @MurphyLavin This is such a key point. There’s so much they could do here. The supercharging network is completely unknown to normies. The cost savings from home charging and no oil changes alone is thousands annually vs the avg 25 mpg suv
@WholeMarsBlog @Tesla it has to be a meaningful budget for it to work. Google AdWords and a few ads on X isn’t enough. hire a seasoned marketing executive, build a team around them, and give them a serious budget to work with. I’d say $1 billion per year is a good start. Toyota blankets TV, radio,…
@WholeMarsBlog “We tried to the strategy of focusing on advertising while raising prices” — what world do you live in? There’s a difference between effective and ineffective advertising, and clearly what we have seen has been mediocre quality (and this is being generous) and totally…
the religious resistance to mass advertising within the $tsla community has ended up harming the company and slowed down the transition to renewable energy.
$TSLA as of July 2023: 1) $260/share. 2) 51x expected 2024 earnings. 3) 60% Y/Y 2024 EPS growth expected. Now: 1) $150/share 2) 55x expected 2024 earnings. 3) -12% Y/Y 2024 EPS growth expected. Lower price doesn't always mean cheaper... & vice versa.
Tesla is not an auto company, it's an AI / robotics company. That's why the stock price is dependent on auto loan interest rates
$GOOG just nuked 28 employees involved in the sit-in protests, stating clearly it will fire future disrupters: “Their behavior was unacceptable, extremely disruptive, and made co-workers feel threatened.” “If you’re…tempted to think we’re going to overlook conduct that…
As much as I have criticized Elon for his decisions and actions from 2021 on, he clearly earned his comp package. A deal's a deal, imo. How is this even a question?
now I’m actually living the *exact* life that I dreamed about few years ago. I work in my dream firm, in my dream role, and live in my dream city. back then I would’ve given up my thumbs if that’s what it would take. my finances are great. before this I would eat a heap of…
OK the new Full Self Driving from Tesla is very very good. Definitely a better driver than I am at this point.
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