Gary Black🚀 @gary_black_OO
Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. https://t.co/FaOYjbSi4j garydblack. Disclosure: https://t.co/qsirMmZ4as thefuturefund.com Chicago, IL Joined March 2011-
Tweets44
-
Followers66
-
Following3K
-
Likes222
@WholeMarsBlog Expect more analysts to cut $TSLA 1Q and FY’24 delivery and EPS forecasts. TSLA YoY auto rev growth likely to go negative for only the second time in TSLA history (only other period 2020 2Q - Covid).
Another $TSLA 1Q and FY’24 delivs cut - UBS.
@AEONde Late-2025 production which implies early-2026 first delivs.
What ails $TSLA? It’s increasingly difficult to justify a 55-60x P/E on a company with single-digit YoY sales growth until next gen 25K vehicle delivs start in 2026.
@thejefflutz @Oneil1B China 1Q insured registrations are +2.8% YoY but have to avg 15,500/week over the last three weeks to beat 2023 1Q.
Lead $TSLA story on Bloomberg tonight: “Tesla Investors Sound Off to Judge Who Voided Musk Mega-Pay Plan” @TeslaBoomerMama
@thejefflutz My 2025 $TSLA eps is +37% above 2024 EPS based on my 2025 TSLA delivs forecast that is +12% YoY vs 2024.
Let’s be real. $TSLA now trading at 44x forward eps - it’s lowest P/E since the 2023 1H lows (median 58x). We (and others) have been talking about 1Q WS deliv ests being too high for two weeks now so buy side consensus could already be discounting a 425-440K 1Q result. The San…
Let’s be real. $TSLA now trading at 44x forward eps - it’s lowest P/E since the 2023 1H lows (median 58x). We (and others) have been talking about 1Q WS deliv ests being too high for two weeks now so buy side consensus could already be discounting a 425-440K 1Q result. The San… https://t.co/8H4b3RLRNp
Alternate view of $TSLA China Ins registrations. Source: @Tslachan.
$TSLA China posted a relatively modest 13K insured registrations for the week of Mar 4-10. With three weeks left in 1Q, TSLA insured registrations are 90K, -24.7% QoQ and +2.3%YoY. Source: @piloly
@JPSartre_NoExit If you bought $TSLA in the past three years you likely do not have have capital gains.
Many investors get confused about long term value vs near term sell discipline. Every stock you own has a current price and what you think it’s worth based on future earnings or cash flows. $TSLA is currently a $175 stock that we think is worth $250. That doesn’t mean we think…
@grifjef @sspencer_smb Our strategy as growth investors is to buy low, sell high. Unfortunately we’ve been wrong on $TSLA, which has been one of our worst performing positions since we first bought it in Aug 2021 at around $240. Since then we’ve trimmed on two occasions - once before 2023 1Q earnings…
@lysdahllars Wrong.
@Xil_llix Wrong. You obviously haven’t been following $TSLA for long. Elon said $TSLA wasn’t working on a $25K car as recently as Jan 2022. Our asks for advertising over price cuts and a $25K vehicle since at least 2020 were focused on the long term. Price cuts are a short term…
@bradsferguson As you know, I’m not one to take managements at their word, especially after Elon’s many promises over the years about timing of L4/L5 autonomy (which I didn’t buy into and have so far been right), new product launches, etc. That said, RJ and his team have consistently guided to…
Is $RIVN courting $AAPL as a potential partner?
2/ 10yrTYs now dropping after an initial surge (4.06% -2.5bp) and NDX now higher after falling sharply (+0.2%).
Feb non-farm payrolls were above expectations (+275K vs +200K exp) but Jan jobs were revised down (+229K vs +353K), Feb unemployment came in higher (3.9% vs 3.7% exp), and avg hourly income came in low (+0.1% vs +9.2%E). This data supports the bulls’ soft landing scenario, and…
Here is our updated forecast of $TSLA delivs, margins, and earnings vs WS ests. We have reduced our TSLA PT to $250, from $290. We’ve reduced our $TSLA 2024 Adj EPS to $2.70 (from $3.10). Our 2024 volume forecast is now 2,000K (+11% YoY), down from 2,100K. We are now below WS…
Mae ware @MaeWare3138
6 Followers 38 Following
Teasheigh @Teasheigh130318
4 Followers 83 Following In fact, people are all the same They spend a lot of time in confusion, and then grow up in a few moments
Bryan Broomfield @BryanBroomfield
260 Followers 613 Following
Queena Dalton @QueenaDalt75553
4 Followers 115 Following
Alexa Laprairie @ALaprai
47 Followers 5K Following
eleven @AubreyKitty12
973 Followers 891 Following Golf⛳️Tennis🎾Swimming🏊♀️ Enjoy Life and Achieve Brilliance Medical Beauty Center
Francis Henrique Ferr.. @FHjoiasemusica
11 Followers 110 Following
Carlos Ordoñez @Carlo5Enrique
1 Followers 100 Following
Lilyana Sobers @lilya_sob
47 Followers 5K Following
DAWKINS DAILY..ASTROS.. @fayemdonna
53 Followers 325 Following
Lenie @Lenie_1234
6 Followers 35 Following
Georgis Zacharidis @GZacharidis
76 Followers 2K Following Driving EV's since 2018 Europe First! Catholic Contrarian
Guglielmo @Hispanico64
707 Followers 911 Following dal 2019 che entro ed esco dalla Neurochirurgia e Riabilitazione mi piace lo Sport la Musica , Food ,Pesca https://t.co/QmR8M3yLC1
이명헌 @hunny_x_
5 Followers 37 Following
william ames @whameskid
257 Followers 352 Following
Patrick Mahomes @PatrickMah36813
46 Followers 433 Following
Marília Nable @MarliaNable
184 Followers 316 Following O burro é aquele que vê seu preconceito violento como sabedoria..
BoldBrokerBoutique @shibra488138
38 Followers 630 Following Your key to unlocking the perfect home_ let's turn your dreams into addresses!
Mat @D1ssoluti0ng0v
4K Followers 5K Following As the market falls and retail hangs in the balance, a broader understanding of corruption emerges. Retail isn't leaving until change is witnessed.
Victor omar @omarvic1278
711 Followers 1K Following
Loko Ono @FlokiInuMexico
502 Followers 2K Following "Para el bien de todos, primero los pendejos." - Andrés Manuel López Obrador
Steven Tsang @RoadmanTsang
2 Followers 15 Following
Jamie Rolewicz @rolewiczjamie
142 Followers 254 Following
Valy Morsalpoor @Vmpoor
158 Followers 431 Following I am here because of Elon Musk. I love X because of Elon Musk. Why? Because he is a symbol of humanity, genius, good work, success, wealth, wow, he is a humane
Eddiesan @eddiesanable
5 Followers 77 Following
Adrian Gregory @Forward73190
12 Followers 18 Following
조민우 @hy4fk9bvrv
3 Followers 26 Following
alan baly @baly_alan53687
5 Followers 38 Following
no clue @InvestITherapy
140 Followers 220 Following unemployed. nothing I say is investment advice and I’m very serious, I literally know nothing
X @elonmurssk
553 Followers 4K Following CEO of space X Tesla founder Elon professional account help 10 thousand people’s a day to found there success
Reza @RezaLadj
43 Followers 499 Following
Crozz Trade 🇺🇸 .. @CrozzTrade
294 Followers 692 Following Business Leader Venture Capitalist Swing Trader Innovator/Problem Solver Christian Husband Father Defender Patriot Sarcasm/Charisma No Financial Advice. DYODD
Nicky_love_financial_.. @nickyadvisor33
57 Followers 2K Following .SERIOUS INQUIRIES ONLY📉 .FINANCIAL GAME CHANGERS📌 .INVEST TO RECEIVE💰 .TRUST WORTHY💲 .FREE STOCKS 📈& BET💳
elomusk spacex , Tesl.. @elomuskglobal
195 Followers 4K Following
Prabhjeet Singh @Singh74451
2 Followers 39 Following
Justice Delivered @JoshuaDavi94625
474 Followers 2K Following Christian Patriot, Time for the Light to Unite. MAGA
ASIF WAHAB @AsifWahab36
169 Followers 833 Following
Ken Shipley @KenShipley11
227 Followers 373 Following I'm a very happy go lucky person Christian, I was a surfer in So CA.I love ❤️ honesty MEGA I support the office of the Pres. I Pray for all our leaders ✝️🙏
Mauricio Corpas @MauricioCorpas
5 Followers 95 Following “It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so.” Mark Twain
Parsing the Simulatio.. @BrianKennethCl1
730 Followers 3K Following Stable Genius. Sexy Beast. Financial Ninja. Leveling Up with TSLA since 2016. A Dude who Abides.
canvas @god2use4VPN
25 Followers 306 Following
Dave .Andrew @DaveAndrew44
119 Followers 148 Following
Gajanan Sirsat @gajananrsirsat
70 Followers 156 Following
MICHAEL Sperlinga @mikesperlinga
45 Followers 150 Following
Victor Demydov @drglitch
111 Followers 313 Following
A.bolovis @abolovis
136 Followers 235 Following
Larry T @LarryTal101
165 Followers 199 Following
Aidan Corr @aidancorr
380 Followers 660 Following Chartered Educational Psychologist working with #disabilities #autism | committee member @PSIDOEP
Ed Lindsay @irishtipiman
336 Followers 1K Following Scandi Tipis @magnakata Farming & diversification @finnebroguewoods Irish Rugby, LFC, Love golf, appallingly bad at it; Politics of a centrist nature
Brandon Clemmer @vashtehstampde
418 Followers 736 Following Drums, Guitar, Computers, Games, ENFP https://t.co/Tk5K69HPwf
Eric Hunsinger @TLCINSEric1
71 Followers 519 Following Owner of Hunsinger Insurance Services and Seniors Medicare Info. We specialize in Medicare and Life Insurance. Licensed in FL, OH, ME, TX, IN TENN and MI.
Dean Grubl @dean_grubl
854 Followers 65 Following
L chow @Lchow3243119299
52 Followers 29 Following
Steve @SteveVergenz
32 Followers 46 Following
CION ROLE @sceneofwill
61 Followers 91 Following
Eric Chen @ehchen88
37 Followers 240 Following
Observant Trader @Pattern_Trader1
60 Followers 117 Following Sharing E/R ideas from my system. Let the odds be your friend. Results are only as good as the method. Posts are ideas, not recommendations.
EdwarDiGi @EdwardDiGi
995 Followers 626 Following ⚡️☀️🌻 hydrogen pioneer (not so cool anymore 😞), against the idea of 💯% electrification🔋🚫 Cheap energy⛽️ ☢️ is the 🔑 to global prosperity 🌍🌱
Andrew Hung @raikk61
1K Followers 542 Following 美股探路客 Investing is a trial of knowledge about the world. Entrepreneur & venture capitalist. Stanford PhD, Chip design & 3D sensing. https://t.co/HHpY1MzATH
Brian @Smouse156
72 Followers 321 Following
Seeing the Forest @ThruTheTreez
297 Followers 634 Following TESLA: Going to $1 Trillion market cap and WELL BEYOND. The truth will either 1. Set you free, or 2. Highlight your continued idiocy. (Written in 2018)
futureman @futureman1977
463 Followers 842 Following
millomentao @EmilianoLausell
32 Followers 223 Following Engineer, get my news from Twitter, Tesla investor
Scott Allaire @scott_allaire
160 Followers 165 Following
Jake Ruth @JakeMRuth
500 Followers 153 Following CoFounder building @stock_unlock 🚀 YC W22 @ycombinator 🎓 Ex Rubik's Speed Cuber 🧩 I build things with code 🤓
Ben Reeve @BDReeve
62 Followers 118 Following
Emanuil @EmanuilIvanov72
589 Followers 109 Following
Jeff Kuehle @teslabsession
37 Followers 42 Following Excited to live and watch the gassers evaporate!
Ove.1Knobody @overton_stephan
165 Followers 176 Following The world is my country and to do good is my religion
Joshua Segeren @JoshuaSegeren
302 Followers 334 Following Founder @shopcierge.ai & @fluidcomputer | @Microsoft Alum | Exploring the future of AI & technology. *All in* on $TSLA $BTC. 🇨🇦 🇺🇸
EV Evangelist UK @EvEvangelist
2K Followers 2K Following UK PLC Director, IPO + Trade Sale Exit experience . Non Exec . Mensa . Tesla Model S & 3 Owner +FSD. Viable alternative to Tesla Cars ? $ All In $TSLA 2019
Allen 🌎 @Symbology
287 Followers 239 Following Solving the puzzle... one person at a time AI Programmer, Tesla Investor, CyberTruck on reserve, Part Time Trader, Welles Wilder Enthusiast
MaryAnn @MaryAnn2747
588 Followers 2K Following
Pamela Hays @PamelaH64738606
144 Followers 69 Following
Liz Gibson @LizRockstdy
987 Followers 659 Following 🌊& 🧘♀️ ❤️,🌳 hugger, addicted to laughter 🎼and kind people. Leave everything better then I found it.
sam @riverwalk99
65 Followers 64 Following
Andrew Young @iamandrewryoung
527 Followers 181 Following
Sampo Kosonen @samkos81
561 Followers 1K Following
Blueroots @Bkerroot
92 Followers 263 Following
I love the REO Brothers... youtube.com/watch?v=mGRW8s…
Saw the REO Brothers in Chicago last year... youtube.com/watch?v=t50sXx…
@munster_gene Where are you getting your comps? This is before dealer premiums !
@garyblack00 Still trying to figure out why the price is high compared to F 150 lightning when these are real prices of them in Florida
@Jenniferhochsc2 This you? You dragged them alright!
Woaaaaah! $0 ITEMS! Can you accept my invitation so that I can get 6 free gifts. temu.com/s/wT87Pps0vR5d…
@ChipotleTweets playin games Got a notification for limited time free delivery. I go to checkout and my Bag Total is now $4 more 🤕 Left: Pickup Right: “Free Delivery”
FOMC Minutes notes via WSJ -Officials Said Further Rate Increases Would Be Necessary -Officials Agreed Rate Cuts Shouldn't Happen in 2023 -Officials Emphasized Need for 'Flexibility and Optionality' in Policy Decisions
Fuck I missed hunnid🍔s !! Are we back lads?!
"FC are tight" #JPOW - my question to the #FederalReserve why this dovish tone, why this cheeky lie, what do you anticipate? transitory disinflation, #inflation panic and hard landing? is that the reason?
unpopular opinion: CPI will be a non-event, no significant rash, not up (due to PE ratio - the air up is very thin) and especially not down (too many putts in the system - the market makers will not pay us retail) 403ish by end of week #StockMarket #CPI #crash
The markets are celebrating the better than expected CPI data but don't price in the reason for disinflation, which is the cool off in economic activity this will be reflected in earnings and therefore in equity prices.
Trends for United States
You might like
