Gary Black Private  @garyblackprv

I'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @garyblack00 Joined August 2013

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Gary Black @garyblack00

3 months ago

$TSLA catalysts - 01/31/2024 1/ Cybertruck halo effect 1Q 2/ Stable auto gross margins 1Q 3/ $7,500 EV instant rebate 1Q 4/ M-3 Highland US launch 1Q 5/ New Elon Musk comp plan 1Q 6/ Fed’s pivot on int rates 2Q 7/ FSD OEM licensing deal FY’24 8/ TSLA $10B share buyback FY’24 9/…

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Gary Black @garyblack00

3 months ago

Rapidly declining residual values may also hurt new $TSLA sales.

Charlie Bilello @charliebilello

3 months ago

Rapidly declining residual values may also hurt new $TSLA sales.

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Gary Black @garyblack00

3 months ago

Seems to me that the $15 billion hit today on $TSLA valuation is a bit much for a 2-month price cut of $1,000 on US M-Y - which might cost TSLA $65M in lost profits in 2024 - so 230x? Unless the market is assuming $TSLA mgmt will repeat this short-term promo every quarter.

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Gary Black @garyblack00

3 months ago

At $7M for a 30 second Super Bowl ad, $TSLA would have to sell 875 incremental cars (@$8k gross profit per car) to justify the cost of the ad. And the follow up interest from TSLA paying for a Super Bowl ad would be huge. Instead $TSLA cuts price by $1,000 per Model Y in the US…

Mayur मयूर Thaker ठाकर @freshjiva

3 months ago

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Gary Black @garyblack00

3 months ago

Many $TSLA bulls who cling to the notion $TSLA shouldn’t advertise because they’ve done just fine without it point to failed EV companies like $LCID who advertise as proof advertising doesn’t work. Advertising can’t overcome a bad product/pricing strategy. $LCID launched in…

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Gary Black @garyblack00

3 months ago

Drake’s leaked video has inspired my proposed X tagline: “Everything starts on X.” Thank me later. @elonmusk @lindayaX

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Gary Black @garyblack00

3 months ago

Advertising can’t overcome a bad product/pricing strategy. Apple iPhone a much better analogy for $TSLA. We’ve been short $LCID all the way down.

Dalton Brewer @daltybrewer

3 months ago

Advertising can’t overcome a bad product/pricing strategy. Apple iPhone a much better analogy for $TSLA. We’ve been short $LCID all the way down.

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Gary Black @garyblack00

3 months ago

In today’s pre-mkt summary for Subscribers: $DIS beats and raises FY’24 guidance; US Treasury bond auctions; Is $TSLA finding a bottom amid declining FY’24 volume and eps estimates?

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Gary Black @garyblack00

3 months ago

See our latest thoughts on $CMG $UBER $LLY and $TSLA on Subscribers.

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Gary Black @garyblack00

3 months ago

In today’s pre-mkt summary for Subscribers: Market waits for more Fedspeak; odds of May/June int rate cut rise; $TSLA cuts price on M-Y Perf in Canada.

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Gary Black @garyblack00

3 months ago

Investors increasingly view TSLA as no longer part of the Magnificent 7. First, $BERK and $LLY have now passed $TSLA in market cap, dropping $TSLA to #9 in market cap. Second, the Mag 7 ex-TSLA are up an avg +14% this year (NDX +4%) while TSLA is -26%, making it the odd man out.…

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Gary Black @garyblack00

3 months ago

As @SawyerMerritt suggests, the highest return use of $TSLA ad $ is to educate non-EV users who don’t know how cheap TSLA EVs are (are not aware of the $7,500 EV credit), how convenient they are to charge, how long in miles a full charge lasts, how incredible the OTA updates and…

Sawyer Merritt @SawyerMerritt

3 months ago

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Gary Black @garyblack00

3 months ago

$GM $TM and now $F all providing strong FY’24 guidance despite “high interest rates.” Other auto manufacturers seem to be executing just fine. What ails $TSLA?

James Cat @TSLAFanMtl

3 months ago

$GM $TM and now $F all providing strong FY’24 guidance despite “high interest rates.” Other auto manufacturers seem to be executing just fine. What ails $TSLA?

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Gary Black @garyblack00

3 months ago

Top U.S. market cap companies: 1/ MSFT $3,002B 2/ AAPL $2,915B 3/ GOOG $1,795B 4/ AMZN $1,745B 5/ NVDA $1,646B 6/ META $1,165B 7/ BRK $851B 8/ LLY $660B 9/ TSLA $582B 10/ AVGO $572B

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Gary Black @garyblack00

3 months ago

I still don’t get why @elonmusk refuses to educate non-EV owners on the benefits of EVs (lower costs, easy to charge, better tech, autonomy, superior performance, good for the environment). Great creative EV comms is fully consistent with Tesla’s mission of accelerating the…

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Gary Black @garyblack00

3 months ago

$LLY (+4.4% pre-mkt) blew away 4Q rev and eps ests led by Mounjaro and provided strong initial FY’24 guidance. 4Q: - Revs $9.35B vs $8.93B exp - Adj EPS $2.49 vs $2.19 exp - Mounjaro revs $2.21B vs $1.75B exp - Zepbound revs (4Q launch) $176M vs $141M exp - Trulicity $1.67B vs…

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Gary Black @garyblack00

3 months ago

$TSLA really needs to hire some marketing experts who get consumer behavior. This is critical to TSLA accelerating the world’s transition to sustainable energy. No amount of price cutting can educate ICE owners how cheap EVs are today, how easy they are to charge, the…

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Gary Black @garyblack00

3 months ago

In today’s pre-mkt summary for Subscribers: $TSLA increases M-3 LR price in the US, likely reflecting low Fremont M-3 production; Fed Chair Powell’s 60 Minutes interview; more fallout from Judge McCormick’s ruling on Elon’s 2018 comp plan.

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Gary Black @garyblack00

3 months ago

What ails $TSLA? My current TSLA earnings and valuation snapshot are posted on Subscribers.

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Gary Black @garyblack00

3 months ago

Posting my views on Subscribers is not about the money which is trivial. It’s so I can post both positive and negative views on $TSLA while remaining a TSLA bull without controversy and pressure from uberbulls who want to squash any negative news.