First Principle Investor, Not CFA Profile Banner
First Principle Investor, Not CFA Profile
First Principle Investor, Not CFA

@1stPrincipleInv

6,286
Followers
1,277
Following
6,695
Media
22,233
Statuses

@warrenbuffett showed me the way, @elonmusk gave me the gains. All-in TSLA @ $14 since mid 2019

Earth
Joined October 2019
Don't wanna be here? Send us removal request.
Pinned Tweet
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
These three gentlemen directly and indirectly contributed to my financial success ๐Ÿ˜Š
@elonmusk
Elon Musk
1 year
@SawyerMerritt Appreciate the kind words from Warren & Charlie
508
802
21K
5
3
46
@1stPrincipleInv
First Principle Investor, Not CFA
2 years
Global Best Selling Cars in 2022 1. Toyota Corolla: 1.12m (-2%) 2. Toyota RAV4: 870k (-14%) 3. Ford F-Series: 787k (-9%) 4. Tesla Model Y: 759k (+88%) 5. Toyota Camry: 675k (-3%) 6. Honda CR-V: 601k (-18%) 7. Tesla Model 3: 596k (+4%) Source: @elonmusk
105
572
3K
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
Bezos: I have tons of cash and I can buy my way into making reusable rockets SpaceX: ๐Ÿ˜‚ Apple: we have tons of cash and we can buy our way into mass producing autonomous EVs Tesla: ๐Ÿ˜‚ @elonmusk : ๐Ÿ•บ๐Ÿ•บ๐Ÿ•บ
61
309
3K
@1stPrincipleInv
First Principle Investor, Not CFA
4 months
@HumansNoContext I literally donโ€™t have TikTok installed
47
7
2K
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
I have been all-in on $TSLA since mid-2019. My investment thesis on Tesla is largely focused on autonomy. Tesla's business strategy revolves around achieving autonomy. Although they are running behind schedule, they are on track to deliver one of the largest asset value
112
141
1K
@1stPrincipleInv
First Principle Investor, Not CFA
7 months
Almost nobody on ๐• knows who I am and where am I from. Today is a special day so Iโ€™m revealing my face and my whereabouts Today is the first delivery day of Tesla Model Y in Malaysia, and Iโ€™m super delighted to be selected as one of the first customers to get my car As a
Tweet media one
Tweet media two
Tweet media three
131
48
1K
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
So youโ€™re telling meโ€ฆ In 2021, $TSLA earned ~$5B in FCF w/ 2 operational factories (limited by supply chain crisis) This year, $TSLA will double the # of op. factories and FSD will be going for wide release โ€ฆ and Wall St is selling stocks bc @elonmusk talks about the bot?
59
71
1K
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
What JB Straubel has to say about so many OEMs announcing their plans to go fully into EV "They haven't, I think, really done the math fully?" ๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚ @elonmusk @jason
37
169
1K
@1stPrincipleInv
First Principle Investor, Not CFA
4 months
Ok I now officially want Tesla to do advertising and they MUST put up this video @elonmusk please ๐Ÿ™๐Ÿป
32
117
926
@1stPrincipleInv
First Principle Investor, Not CFA
6 months
Kinda surprise that itโ€™s been 2 months since @TeslaPodcast ended Tesla Daily and still nobody steps in to takeover what it was doing, given the high demand for such daily news media and good money to be made It proves that Rob was really doing Godโ€™s work. Heโ€™s irreplaceable
Tweet media one
114
28
828
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
Tweet media one
15
67
726
@1stPrincipleInv
First Principle Investor, Not CFA
2 years
Tesla Model Y was the world's #1 best selling car in revenue in 2022 It will most likely be #1 in volume in 2023 Buckle up!
20
73
711
@1stPrincipleInv
First Principle Investor, Not CFA
4 months
@SawyerMerritt @elonmusk Surely heโ€™s taking my idea
@1stPrincipleInv
First Principle Investor, Not CFA
4 months
29
8
326
23
15
696
@1stPrincipleInv
First Principle Investor, Not CFA
10 months
@LimitingThe Itโ€™s quite sad that a YouTube channel known for explaining engineering hates Elon Musk, the very guy who makes engineering cool again
24
13
661
@1stPrincipleInv
First Principle Investor, Not CFA
2 years
Don't say @elonmusk didn't warn us
Tweet media one
17
74
635
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
When do you ever see a billionaire engineer signing autographs like a sports superstar?
@WholeMarsBlog
Whole Mars Catalog
3 years
A wild @elonmusk was spotted on the streets of New York City
195
427
3K
16
45
560
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
$TSLA is really making me a lazy investor these day No motivation to look into other investment ideas whatsoever (which I shouldn't) No companies come close in terms of payout and odds
38
22
518
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
Ron Baron put a $2T future value on $TSLA
18
25
456
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
$TSLAQ: the demand of Teslas come from only the cult/fanbois Also $TSLAQ: (block fanbois then conduct pollsโ€ฆ wait wut)
Tweet media one
Tweet media two
27
51
429
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
But Tesla is just a car company. All legacy carmakers can build this with a snap of finger. Tesla will be toast in the next millisecond. AI Day will be pointless because the other carmakers have hired all the AI talents
Tweet media one
29
27
390
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
Here, that's the tweet $TSLA
Tweet media one
10
44
379
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
โ€œIf you look at the future value of Tesla, it will be total vehicles produced multiplied by the value of autonomy.โ€ - @elonmusk
12
23
365
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
$TSLA At 180, it's valued as a company that is going bust At 250, it's valued as a struggling EV company At 350, it's valued as a sustainable EV company At 500, it's valued as a profitable EV company At 1,000, it's valued as a leading auto company
9
58
356
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
Translation: $TSLA is deeply undervalued at the current valuation
@elonmusk
Elon Musk
4 years
@WholeMarsBlog Tesla AI, both hardware & software, is deeply underestimated
442
810
7K
9
29
341
@1stPrincipleInv
First Principle Investor, Not CFA
4 months
@SawyerMerritt Low cost AND YET world-class technology
10
4
359
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
$TSLA performs incredibly well in one of Buffett and value investors' favorite financial metrics -- ROE Tesla scored 21% ROE in 2021, which factored in Fremont's legacy inefficiencies, and before Giga Texas and Berlin coming online Imagine 2023, 2024, 2025 and beyond
Tweet media one
9
52
346
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
2021 Automotive Free Cash Flow of US Automakers $TSLA: $5.0B $GM: -$2.4B (excluded the $3.4B dividend from GM Financial, which is left pocket to right pocket) $F: -$5.7B Now you know why two of them panic and dying to have the POTUS to shut up on the other one
Tweet media one
Tweet media two
Tweet media three
5
59
341
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
@RWMaloneMD Remdesivir: $500 per vial, patented Ivermectin: $80 per 20 tablets, generic If you know, you know
14
45
320
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
Ladies and gentlemen, I give youโ€ฆ the genius analyst, Gordie Jokeson ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ
Tweet media one
36
13
328
@1stPrincipleInv
First Principle Investor, Not CFA
4 months
29
8
326
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
Tesla, one of the most valuable American brands China: Weโ€™re breaking our convention to allow Tesla owning 100% of their capital investments here. Welcome ๐Ÿค— US: Weโ€™re going big into EVs! (Donโ€™t mention Tesla. Donโ€™t mention Tesla. Donโ€™t mention Tesla.)
12
23
318
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
Just to provide some perspective. #NotSellingAShareBefore5000
Tweet media one
16
53
320
@1stPrincipleInv
First Principle Investor, Not CFA
6 months
Lots of Tesla drama today but itโ€™s the least important event to me today We welcome our lovely daughter to the Simulation today ๐Ÿง‘โ€๐Ÿง‘โ€๐Ÿง’โ€๐Ÿง’ Doing our part to prevent population collapse ๐Ÿ˜Š
Tweet media one
47
4
321
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
My 2022 $TSLA Production and Delivery Estimate: FREMONT Model 3 & Y: 480-520k Model S & X: 70-90k SHANGHAI Model 3 & Y: 980-1,080k BERLIN & TEXAS Model Y: 300-400k TOTAL Bull case: ~2.1M Bear case: ~1.8M I assume deliveries = production
15
36
313
@1stPrincipleInv
First Principle Investor, Not CFA
11 months
Honest question to people like Eli: practically speaking, why is 500 miles so crucial to you guys? If you answer is tesla must deliver what they promised, you can ignore my question
@EliBurton_
Eli Burton
11 months
@marc_benton I just canโ€™t justify purchasing the current CyberTruck Offering. Iโ€™ll be back when there is a single pack 500 mile range version ๐Ÿ“
Tweet media one
83
1
56
315
3
313
@1stPrincipleInv
First Principle Investor, Not CFA
23 days
@levelsio @elonmusk Not that @elonmusk need it, but given that he co-founded OpenAI, shouldnโ€™t Elon be entitled for some shares if theyโ€™re going for for-profit structure?
15
3
313
@1stPrincipleInv
First Principle Investor, Not CFA
1 month
@naval Tesla will be reaching the โ€œiPhone momentโ€ soon, Google/Waymo is at โ€œfoldable phone momentโ€, high hardware costs for features that most people donโ€™t need
13
3
312
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
This is why @Tesla doesn't need advertising Why do you need one when your competitor promote your product? ๐Ÿ˜Ž
11
20
299
@1stPrincipleInv
First Principle Investor, Not CFA
7 months
Iโ€™m actually surprised that TSLA isnโ€™t down like 15% today
58
5
270
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
Traditional investors say itโ€™s crazy for the Tesla stocks to be worth more than all the other carmakers combined, but they didnโ€™t know that even if you combine all the other carmakers they still canโ€™t produce a technology thatโ€™s even close to this today.
6
38
263
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
$TSLA should have been +10% pre-market on this tweet, but what do I know
@elonmusk
Elon Musk
4 years
@cleantechnica Limited FSD beta releasing on Tuesday next week, as promised. This will, at first, be limited to a small number of people who are expert & careful drivers.
585
678
5K
14
14
255
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
Despite Tesla potentially posting a record earnings quarter on Monday, strangely I quite donโ€™t care about the numbers this time round (I didnโ€™t even attempt to estimate the earnings this time) All I care are the progress of FSD beta V9, 4680-cell pilot line, and Dojo.
15
7
253
@1stPrincipleInv
First Principle Investor, Not CFA
2 years
>200k Tesla owners are using this tech safely in real life, and growing and improving exponentially But y'all tell me you put zero value on FSD for $TSLA's valuation?
19
24
241
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
Just to provide some perspective. #NotSellingAShareBefore10000
Tweet media one
14
58
245
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
@MorpheusCentral B. Not because of the look, but the mentality. Likely to be more fun to hang around
3
0
238
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
Ok so here's the math... Giga Shanghai has produced 362,111 Model 3s and Ys in the first 10 months So another 137,889 to go in the final 2 months So that's ~69,420 per month (nice), equivalent to ~830,000 annual run rate And this is before the production optimization project
@DKurac
Moneyball
3 years
Tesla VP: Current GF3 localization rate at >90%, #EV maker expected to reach 500K unit production target this year. (SINA)
Tweet media one
1
14
96
9
19
239
@1stPrincipleInv
First Principle Investor, Not CFA
6 months
@elonmusk @WholeMarsBlog AI got hyped since last year but Tesla has been putting inference chips in the Teslas since 2019
8
8
239
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
It's happening!
Tweet media one
@thirdrowtesla
Third Row Tesla Podcast
5 years
BREAKING: Reuters is reporting that the batteries Tesla is purchasing from CATL contain 0 cobalt Another promise @elonmusk kept
21
153
890
4
34
231
@1stPrincipleInv
First Principle Investor, Not CFA
11 months
@gurgavin I love how you always arbitrarily choose an period to narrate something. Most of the time, they are pointless Let me show you guys the other periods: YTD: +100% 1-year: +35% 5-year: +965% My unrealized gain: 1,657% (first bought in May 2019)
28
7
234
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
$TSLAQ going all out to spread misinformation $TSLA has already impaired its cost-basis BTC holdings to the Q1 bottom price, as required by GAAP, of $28.7k At the current price of $33k, Tesla has not lost a single cent yet, let alone exceeding the Q1 earnings
@Fxhedgers
FXHedge
3 years
TESLA BITCOIN HOLDINGS MARKET-TO-MARKET LOSS EXCEEDS Q1 2021 PROFIT $TSLA
1
698
4K
18
29
210
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
$TSLA Q1 Deliveries +40% yoy Raised $2B w/ only 1.5% in equity Shanghai Giga expanding at full swing $GM Q1 Sales -7% yoy Raised $16B in debts Delayed launching of new SUV $F Q1 Sales -13% yoy Raised $15B in debts Credit rating cut to junk Suspended dividend Who's Q?
8
45
213
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
UPDATED GUIDE FOR $TSLA INVESTORS Care only about - Battery cell capacity (GWhโ†’TWh) - Battery pack cost/kWh - Unit capacity per footprint/capex - EPA Range/kWh/kg - Cumulative FSD-capable cars sold - FSD feature complete - Dojo Supercomputer - Regulatory approvals for robotaxi
5
42
216
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
$TSLA's share in China's total passenger-vehicle market was up almost 2.5 fold in 2020 Its BEV market share was up almost 2 fold And this is BEFORE the launch of Model Y 2021 looks yummy ๐Ÿ˜‹
Tweet media one
6
33
212
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
In light of @davidein shorting $TSLA again, let's us revisit his LONG-TERM track record as a professional investor If you have invested $1,000 with David in 12/31/2011, your money would have grown to $1,075 in 12/31/2021 (Fun fact: 2021 was a breakeven year ๐Ÿ˜‚)
Tweet media one
@SawyerMerritt
Sawyer Merritt
3 years
NEWS: Longtime Tesla bear Greenlightโ€™s David Einhorn is shorting $TSLA....again.
236
56
801
17
22
215
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
I dont know about u guys, but a huge portion of my high conviction on Tesla stock came exactly from Sandy. Guys like Ron Baron and Cathie Wood were just confirmation bias for the fans like us, but when the compliments come from an old-school Detroit guy like Sandy, it means biz
@stevenmarkryan
stevenmarkryan
4 years
- Can Anyone Catch Tesla? (feat. @MunroAssociates ) NEW $TSLA
Tweet media one
16
22
167
12
13
208
@1stPrincipleInv
First Principle Investor, Not CFA
7 months
The timing of FSD breakthrough clashing with the Q1 financial weakness is uncanny Quite a few prominent short-term TSLA traders (also FSD bears) have either reduced exposure or been totally out or even started shorting the stock due to a likely weak Q1 quarter FSD progress is
16
17
212
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
@SawyerMerritt @WalterIsaacson @elonmusk Cruise and Waymo learn how to fry chicken; Tesla learns how to cook everything, and it has millions of chefs around the world learn collectively every and feed back to the master chef Tesla probably has no problem frying chicken by now, but it doesnโ€™t wanna start a restaurant
16
16
204
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
When the market finally realizes that $TSLA is not merely an automaker but a battery+software company that happens to make cars, the market value will explode beyond Toyota.
6
28
192
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
Tesla Q2 2021 Earnings Call Highlights "It also seems that public sentiment towards EVs is at an inflection point. And at this point, I think almost everyone agrees that electric vehicles are the only way forward." - @elonmusk
6
30
193
@1stPrincipleInv
First Principle Investor, Not CFA
7 months
@historyinmemes The following yearโ€™s speech was equally funny
2
12
190
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
I regret that I have never factored in the earnings of FB into my valuation model of $TSLA
9
8
187
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
Twitter: ๐Ÿ—ฏ๏ธ โ€œBYD is killing Teslaโ€ ๐Ÿ—ฏ๏ธ โ€œNo, Tesla is killing BYDโ€ Reality: Tesla & BYD: โ€œLetโ€™s accelerate the worldโ€™s transition to sustainable energy togetherโ€ ๐Ÿค
@teslamag
TeslaMag.de
1 year
Exklusiv: Produktion von #Tesla Model Y RWD in Deutschland gestartet, Struktur-Akku von BYD
5
35
213
10
13
191
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
I see a lot of Tesla bulls saying "I dont care about S&P 500 inclusion anymore" after the S&P's snub. Thats rather salty and irrational. We've been talking for months about the effect of the inclusion but everybody now wanna cast it aside It is still a significant catalyst, imo
46
3
178
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
fsdbeta expansion Wall Street:๐Ÿ™‰ Mainstream media:๐Ÿ™Š Competitors:๐Ÿ™ˆ
6
19
179
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
If you are to hodl TSLA to at least 2028, the PRESENT VALUE of the company is >$4T, i.e. 5x upside in terms of intrinsic value So it doesnโ€™t really matter whether youโ€™re buying at 100, 200, 300 or even 400 Time value money is the first principles of investing Bookmark this
9
11
175
@1stPrincipleInv
First Principle Investor, Not CFA
2 months
Tweet media one
7
12
181
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
Other than calculating the present value of future cash flows, one of the other ways to make sense Tesla's $380-billion valuation today is to perform a thought experiment like the following:
17
33
175
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
$TSLA Civil War
Tweet media one
14
8
169
@1stPrincipleInv
First Principle Investor, Not CFA
4 months
@SawyerMerritt @elonmusk when the fan is down
Tweet media one
4
6
174
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
"He (Elon) said a phrase, โ€˜Thereโ€™s a small but growing possibility that Tesla could be the largest company in the world,โ€™โ€ Mr. (James) Anderson (of Baillie Gifford) recalled."
4
12
171
@1stPrincipleInv
First Principle Investor, Not CFA
2 years
@hubermanlab @lexfridman @elonmusk Tell the truth! Donโ€™t get bullied and held hostage! ๐Ÿ˜œ
Tweet media one
6
3
167
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
Interestingly, the most important info from the article is... "With (Tesla's) annual production capacity set to exceed *1 MILLION* vehicles next year, the capacity for battery production is also likely to increase, Panasonic officials say."
5
26
163
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
Not only they will not go bankrupt, they will be two of the largest corporations in the world.
@elonmusk
Elon Musk
5 years
If Tesla & SpaceX go bankrupt, so will I. As it should be.
2K
6K
112K
7
7
157
@1stPrincipleInv
First Principle Investor, Not CFA
6 months
For those whoโ€™s gonna vote against reinstating @elonmusk โ€™s 2018 comp, I wonder who in the right mind would wanna partner them in anything in the future Itโ€™s a simple ethics test
12
7
163
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
$TSLA should be +20% pre-market on this. But what do I know?
@DriveTeslaca
Drive Tesla ๐Ÿ‡จ๐Ÿ‡ฆ
4 years
Mind blown ๐Ÿคฏ
6
57
416
7
14
154
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
No oneโ€”I repeatโ€”not even fucking one $TSLA shareholder Iโ€™ve seen on my Twitter feed talked about considering to sell one fucking shares in the past 24 hours despite reaching the historic trillion-dollar valuation Well done ๐Ÿ’Ž๐Ÿ™Œ
18
4
156
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
@buitengebieden Close enough
3
2
151
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
GUIDE FOR $TSLA INVESTORS Care only about: - No. of Gigafactories - Battery cell capacity (GWhโ†’TWh) - Battery pack cost per kWh - EPA Range per kWh per kg - Cumulative no. of FSD-capable cars sold - FSD feature complete - Dojo Supercomputer - Regulatory approvals for robotaxi
13
25
156
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
JB Straubel thought all automakers would immediately copy the technology of Tesla Model S 2012 and Tesla had to move fast to carve out a niche But that didn't happen ๐Ÿคทโ€โ™‚๏ธ And here we are today, Tesla, still, the best and largest EV producer, by far, in the world @elonmusk @jason
5
27
157
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
My heart rate increases everytime I see Tasha talking about Tesla, EV and autonomy ๐Ÿ˜
@YahooFinance
Yahoo Finance
4 years
Highlight: @ARKInvest Analyst @TashaARK on $TSLA: โ€œItโ€™s a leader in electric vehicles, in full autonomy, and we think itโ€™s three to four years ahead of the competition on that front.โ€ Full interview:
14
83
315
7
16
151
@1stPrincipleInv
First Principle Investor, Not CFA
9 months
@TSLAFanMtl Iโ€™m a shareholder too and you donโ€™t speak for me
11
1
155
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
How far ahead is $TSLA of others? @live_munro summed it up and @stevenmarkryan visualizes it for us Check out
Tweet media one
1
22
153
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
@thirdrowtesla @elonmusk Does it come with Full Self Wiping (FSW) features?
7
1
151
@1stPrincipleInv
First Principle Investor, Not CFA
5 months
@elonmusk @MKBHD The legendary Sony XM4
Tweet media one
5
0
154
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
Honestly, the Iโ€™ll-believe-it-when-I-see-it thinking is the dumbest thing ever in investing As an investor, we predict the future by extrapolating the existing data, do some abstract thinking, and value the company by discount back the future earnings to present value. By the
@WholeMarsBlog
Whole Mars Catalog
1 year
Bring a Tesla investor that doesnโ€™t believe in FSD in 2023 is like being a Tesla investor who didnโ€™t believe in the Model 3 in 2017
60
23
459
6
12
152
@1stPrincipleInv
First Principle Investor, Not CFA
7 months
Everybody at Tesla except @elonmusk is hyping up FSD ๐Ÿ˜‚
@aelluswamy
Ashok Elluswamy
7 months
It is the beginning of the end!
475
524
4K
17
2
152
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
@Reed_Wolfpack Before you try to pretend like a smart person, be sure to check out the 3rd-party sources like Experian US registration numbers, CPCA sales numbers and the European registration numbers, so you donโ€™t look like a fool
5
4
151
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
I'm setting up a @TashaARK Fan Club
@ARKInvest
ARK Invest
5 years
ICYMI: Analyst @TashaARK joined @jchatterleyCNN this morning to discuss $TSLA, autonomous driving, 3D printing, ARKโ€™s Big Ideas and more! Watch โฌ‡๏ธ
24
108
555
14
16
147
@1stPrincipleInv
First Principle Investor, Not CFA
3 years
Why isnโ€™t you taking your victory lap @RBReich ? Oh I get it, itโ€™s never about the tax money, itโ€™s all about cheap political attack on the guy whoโ€™s changing the world
@RBReich
Robert Reich
3 years
Call me a radical Lefty, but billionaires shouldnโ€™t be setting tax policy by Twitter polls.
Tweet media one
531
1K
6K
14
9
146
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
One thing for sure, the Q4 13F filings of institutional investors for $TSLA is gonna be interesting. From Monday to Thursday, ~59m shares or ~$22b worth being bought up, share price up ~13%. Some big boys are sweeping the market. It's clearly not short-covering driven.
18
10
140
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
@DisruptResearch I guess this answers your earlier question of why Tesla having the Battery Day. Elon was essentially trying to force everybody's hand to accelerate their efforts of electrifying the world, from R&D labs to miners, from battery makers to automakers, and whatnot.
3
12
142
@1stPrincipleInv
First Principle Investor, Not CFA
6 months
@WorldWideWob Same vibe
Tweet media one
0
2
142
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
I'm just gonna leave this here. $TSLA
Tweet media one
8
15
140
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
For the first time in awhile, ALL the Tesla bulls look like a bunch of idiots
10
4
141
@1stPrincipleInv
First Principle Investor, Not CFA
2 years
One of $TSLAQโ€™s criticism was that Tesla only make money outside US, especially in China 2022 put another bear case to rest Tesla US generated $5.5B pre-tax income in 2022, despite being the house to most Tesla cost centres, e.g. FSD/AI team, 4680 pilot team, etc. @elonmusk
Tweet media one
9
19
142
@1stPrincipleInv
First Principle Investor, Not CFA
3 months
@niccruzpatane Improvements for track days: - better thermal management for battery - better handling (not just win by straight line acceleration) - better stock brakes
5
1
143
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
Iโ€™m never deleting this app
Tweet media one
5
11
142
@1stPrincipleInv
First Principle Investor, Not CFA
2 years
Free Cash Flow of US Carmakers Last week I posted an erroneous table of FCFs (stating that Tesla is the only FCF-positive US carmaker in TTM), reposting here. Turns out Ford actually generated pretty strong FCF too, but GM is a giant cash furnace.
Tweet media one
7
15
139
@1stPrincipleInv
First Principle Investor, Not CFA
4 years
What's your dream(s) that you want to realize via your gain from $TSLA?
124
4
137
@1stPrincipleInv
First Principle Investor, Not CFA
1 year
@SamuelGavin I know Matrix Reloaded is super unpopular, but itโ€™s my favorite, and it all started from this scene
5
2
137
@1stPrincipleInv
First Principle Investor, Not CFA
5 years
@kaputsky @spectatorindex @elonmusk "Elon actually earned $0 in total compensation from Tesla in 2018, and any reporting otherwise is incorrect and misleading. Unlike other CEOs, Elon receives no salary, no cash bonuses, and no equity that simply vests by the passage of time...
5
6
125