CVC.ai @CVCResearch Twitter profile | Pikagi

Pikagi

CVC.ai

@CVCResearch

10,197

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Value investor. CFA. Debunked Bloomberg's bogus $SMCI spy chip story. Ran a $100M+ L/S solar book. Semicap enthusiast. Princeton. 1st amendment champion.

San Diego, CA

Joined February 2015

Don't wanna be here? Send us removal request.

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@CVCResearch

CVC.ai

2 years

The street’s $SHLS revenue estimates…lmao, no chance 😭 Cool product, but do these analysts not understand that there’s a major TAM issue here and these numbers are impossible to hit? Folks buying this at a $5B EV here smh…love to pay 40x gross profit for electrical wiring 👍

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@Penggemarstw0

@CVCResearch

CVC.ai

3 years

Remembering a legend. “clocked an annualized 10.2% loss for the past 10 years” “When asked about his best stock pick in the past year, he says “I don’t know if I have any best picks.”

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CVC.ai

4 years

LMFAO $NIO is using $957M of the offering $$ to cash out Hefei gov't! Hefei only put in ~$700M...just a couple months ago! They'll also keep much of their $NIO stake! We're in the US equity offering cash being funneled directly to local Chinese governments stage of the bull mkt

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CVC.ai

3 months

@hassankhan Wait until you learn about the US banning chip sales to China, precipitating this.

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CVC.ai

3 years

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CVC.ai

4 years

HFs: We get 2&20 for our original, idiosyncratic ideas and uncorrelated returns The returns:

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CVC.ai

5 months

$tsla 😬

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CVC.ai

4 years

sharing a few lolz from r/wallstreetbets $GME

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@CVCResearch

CVC.ai

6 years

Can’t wait for all the dumb $TSLAQ bears to be shut up when @elonmusk finally proves that British pedo is a pedo and, *therefore*, all the $tsla vendor liens, debt covenants, and Moody’s just go away

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CVC.ai

6 months

@committeeonccp @tiktok_us @CongressmanRaja 'fighting communism' by fighting free market capitalism with the iron hand of the state 🤣 US congress everybody, they're beyond parody, everyone pls clap for these geniuses

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CVC.ai

4 years

muh $gme channel checks lookin good

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@CVCResearch

CVC.ai

3 years

Now that you mention it, this top holders list does seem a bit unusual $gsx

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@CVCResearch

CVC.ai

3 years

the world's worst meme doesn't exis-

@SunDevilAZ99

SunDevil 🌵

3 years

Happy International Womans Day @CathieDWood $ARKK $TSLA

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CVC.ai

4 years

“Alameda County...Health Officer Dr. Erica Pan...does not consider Tesla to be an Essential Business, but rather, considers Tesla’s manufacturing plant in Fremont to be a public health risk.” $TSLAQ

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CVC.ai

4 years

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CVC.ai

5 years

Why doesn’t anyone care that $tslaq revenue was down 8% y/y? (Auto -12%) What is this? A cyclical auto company or something? Like not a tech growth stock? Wtf is wrong w investors these days. Get off my lawn.

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CVC.ai

2 years

average SaaS company stock based comp enjoyer Look at this. If all I looked was Revenue & FCF I would actually think this looks like a good/great business. But look at how they've shifted the mix of comp away from cash towards SBC over time! 1/

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CVC.ai

4 years

hey @elonmusk , maybe you should *pay* them?

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CVC.ai

6 years

PSA to all recently laid off @Tesla and @SpaceX employees in CA: you cannot be forced to sign an NDA in order to get 60 days of notice/severance. It’s the law. $tsla $tslaq

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CVC.ai

4 years

Zach just got an $88M option grant...normal $tslaq

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CVC.ai

3 years

$FB down -22% on 2/2/22 🤯 in hindsight, shoulda seen it coming

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CVC.ai

4 years

Wow, essentially all manufacturing employees at @Tesla have just been laid off without pay. “Employees who cannot work at home and have not been assigned to critical work onsite will be furloughed. Under furlough, you remain an employee of Tesla (without pay)” $TSLA $TSLAQ

@ElectrekCo

Electrek.co

4 years

Tesla announces pay cuts, furloughs, and aims to get back to production by May 4 by @fredericlambert

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CVC.ai

4 years

The @Tesla ventilator #fraud has now run its course, with cumulative production and deliveries totaling zero. #ThanksElon

@elonmusk

Elon Musk

4 years

@PPathole @Robotbeat @ghotiing @CruizVinicius @josh119872 @SweetINXS @voteLabonte @Erdayastronaut @Tesla The way things are looking right now, the world will soon be flooded with excess ventilators. Even NY is giving them away!

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CVC.ai

5 years

So Elon Musk is now selling his depreciating cars as investments that will increase in value...is that legal @SEC_Enforcement ? Or just more blatant securities fraud via twitter? I thought you had a settlement with him to stop committing securities fraud like this or am I wrong?

@elonmusk

Elon Musk

5 years

@SnazzyQ @PhenomenalPoto @aaronjleonard @tailosivetech Straw man fallacy. To appreciate, your car just needs to be worth more than you paid for it, so probably ~$75k is enough if you bought a 3. FSD will be bundled in all cars (important point). Something is not a commodity if you can’t make enough of them & we won’t be able to.

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CVC.ai

4 years

“Who’s retarded now?” 😂 $GME

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CVC.ai

5 years

CVC research is now selling solar panels and EVs that are guaranteed to increase in value. cc: @SEC_Enforcement Please prosecute me for an obvious violation of securities laws you fucking pussies.

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CVC.ai

3 years

@rsandler21969 @chamath chamath update

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CVC.ai

4 years

Updated 13D filing from Ryan Cohen Took his $GME stake up from 10% to 13%

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CVC.ai

4 years

@TheRoaringKitty bought 50k shares @ 38.70 ($1.9M) today from what I can tell No perjury detected when telling Congress he likes the stock $GME

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CVC.ai

5 years

@mhagemann @ValueExpected @DevinNunesHouse @elonmusk Agree, It’s an unfair comparison for several reasons: 1) $gpro had many years they were highly profitable 2) $gpro has never burned the type of cash that $tsla does 3) $gpro CEO never agreed w SEC he committed fraud The comparison is silly. $tslaq

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CVC.ai

5 years

$NIO BREAKING: NIO GLOBAL REPORTS DISASTROUS QUARTER, CANCELS CONFERENCE CALL, APPEARS INSOLVENT BASED ON Q2 ENDING BALANCE SHEET $NIOQ

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@CVCResearch

CVC.ai

4 years

$GSX discloses SEC investigation...which begs the obvious question: how much do ya'll think it'll be up tomorrow?

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CVC.ai

6 years

@elonmusk You do what you gotta do Elon...godspeed $TSLA

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CVC.ai

6 years

umm, this is an effing disaster... $tsla has not made some new lower priced car this is a firesale getting rid of excess (dusty) RWD models We're only ~1/6 of the way through the quarter and the price cuts are already coming? #bullish 🤪

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CVC.ai

4 years

Melvin Capital 🔻 15% YTD per @WSJ $GME

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CVC.ai

6 years

That's a lot of money you owe there, bro. $TSLA has $2.5B in debt maturities by YE19 ($2.0B if I exclude the warehouse/ revolver). >Half in next 6 mos. The idea (promoted by the former alpha male @elonmusk ) that becoming FCF+ obviates the need for a capital raise is just so dumb

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CVC.ai

5 years

Accounting manipulation 201: Earnings are much easier to manipulate than Revenue. But earnings beat and Rev (-8% y/y) miss for $TSLA 🎉 $tslaq

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CVC.ai

5 years

The year is 2025. $TSLA just opened GF 12 in Brazil w proceeds from its $5B equity raise done earlier in the year. WW capacity for $TSLAQ is now 7mm cars/year. Last year they sold just over 300k and lost over $10B. $TSLA stonk has just eclipsed $4000.

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Tesla Scouting Sites for Possible Factory in Germany's NRW: Rheinische Post

money.usnews.com

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CVC.ai

4 years

pour one out for a real one $GME #GerbersLifeBetCountdown

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CVC.ai

3 years

Elon gonna be like… $tsla

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CVC.ai

1 year

@Keubiko 🚀

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CVC.ai

5 years

Thanks Elon. @tesla ’s 17 different sets of pricing are much clearer to me now. I’m rushing out to buy one! $tsla $tslaq

@elonmusk

Elon Musk

5 years

To be clear, this doesn’t affect Tesla website order prices. Existing inventory prices are currently slightly lower than on website. This will bring them in line.

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CVC.ai

4 years

$GME numbers sucked...end of a 7 year console cycle, not surprising and doesn't really matter Almost $5/shr in net cash Have a material e-commerce biz now New consoles out in Nov, so they'll be comping positive starting in 2 months... Selling this "miss" seems short-sighted

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CVC.ai

6 years

This is sad on the part of both @elonmusk ( @mayemusk ) and @jack / $twtr. Unblock SA and stop letting SV fraudsters determine your content @jack !! $tsla 3/3

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CVC.ai

5 years

“News 4 Investigates has learned that Tesla used at least one temporary worker agency for employees. Neither Tesla nor ESD provided any data to support the job numbers and did not answer any additional questions.” 🙄 Criminals. All of them. $tslaq

@DanielTelvock

Dan T

5 years

Panasonic ends solar partnership with Tesla | News 4 Buffalo

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CVC.ai

2 years

@EpsilonTheory Not even the biggest this month! $AAPL has lost slightly more mkt cap than $TSLA in December, Ben! It's close: $AAPL -$291B $TSLA -$287B (calculated as of a minute ago)

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CVC.ai

6 years

Tesla statement: "We have not received a subpoena, a request for testimony, or any other formal process, and there have been no additional document requests about this from the Department of Justice for months." THEY DIDN'T SAY FBI WASN'T RAIDING THEIR HQ

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CVC.ai

6 years

cc: @BagholderQuotes $tsla Junk rating = "risk of default is near zero" This one's for widows and orphans.

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CVC.ai

4 years

35 companies tested #SelfDrivingCars in California in 2019. $TSLA isn't one of them.

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CVC.ai

5 years

From the $TSLAQ Q418 letter. The section I highlighted in RED 🔴is where the supply constraints on #Model3 production were discussed. The section I highlighted in BLUE 🔵 is where specifically battery cell constraints are mentioned as a reason. @SEC_Enforcement @SF_SEC $TSLAQ

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CVC.ai

4 years

Top 15 $GME longs now own 97% of shares outstanding

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CVC.ai

5 years

$TSLA bulls ask the smartest questions! cc: ⁦ @TeslaCharts ⁩ $tslaq

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CVC.ai

6 years

Blue checkmark journalist that didn’t even bother reading the SEC settlement weighs in. 👇🏻🙄 Will be fun to watch the rest of the world slowly wake up to the wide scale fraud that is $tsla. It’s just getting started.

@danprimack

Dan Primack

6 years

Just saying: If you were the private equity firms/banks willing to discuss a $TSLA buyout at $420 per share (you know, the ones he called later), are you not calling @elonmusk when the shares are down at $250?

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CVC.ai

4 years

got blown up trying to short $GME so now he’s suing lol big loser energy right here

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@Kr00ney

Kate Rooney

4 years

Keith Gill, aka "Roaring Kitty" and "Deep F-ing Value" sued for securities fraud over role in $GME rally. Mass Mutual named as a co-defendant. "At the time Gill was inciting the market frenzy with his fake persona".. he was also a licensed securities broker 👀

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CVC.ai

4 years

Imagine doubting @TheRoaringKitty smh

@CVCResearch

CVC.ai

4 years

@TheRoaringKitty bought 50k shares @ 38.70 ($1.9M) today from what I can tell No perjury detected when telling Congress he likes the stock $GME

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CVC.ai

5 years

I'm going as gaspipe @CGasparino for halloween. Easy costume. I just drink until I wet myself and then head out on the town. My partner is not a fan (yet). h/t @Keubiko

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CVC.ai

5 years

If this was a full trading day, $TSLA would have closed down. Don’t @ me

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CVC.ai

4 years

My first thought when I saw the size of the grant is it’s crazy enough to induce someone (Zach) to risk jail time 🤪 What CFO EVER has been given an $88M (annual?) option grant? I mean, they may as well just write “payment for fraud” in the footnotes of the Form 4 😬 $tslaq

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CVC.ai

3 years

🤔

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CVC.ai

4 years

these hackers...were they russian, @CitronResearch ? this could go deep $GME

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CVC.ai

5 years

Brings to mind again something that I’ve been hearing about recently. Bay Area banks (think SVB types) are lending 90%+ LTV against private stock. I know of multiple examples. And I’ve been hearing multiple examples of cracks in this system starting since Wework debacle.

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CVC.ai

5 years

"NASA is paying $BA $90m/seat to fly astronauts to the orbiting research lab, a cost that is 39% more than the $55m that SpaceX will bill NASA" What if, and hear me out, we pay both criminal orgs nothing and use tax $s for better purposes? $TSLAQ $BA.D

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Musk Rips Boeing’s $90 Million Space Trips as Cost Tops SpaceX’s

A fight may be brewing over how much Boeing Co. and Elon Musk’s SpaceX charge U.S. taxpayers for their planned shuttle services to the International Space Station.

www.bloomberg.com

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CVC.ai

2 years

imagine being elon and not waiting a week to make the $twtr offer on 4/20, smh ... huge gaffe ... this why $twtr stock is down imo

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CVC.ai

5 years

MTD daily #coronavirus new cases in South Korea: Mar 8: 93 Mar 7: 448 Mar 6: 309 Mar 5: 467 Mar 4: 435 Mar 3: 851 Mar 2: 599 Mar 1: 586 This thing is containable as China, and now SK, are showing. Take precautions but ignore the hysteria.

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CVC.ai

3 years

My Cuomo short finally started hitting bigly today...you truly do love to see it

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CVC.ai

5 years

I find the $PTON ad where the fit attractive woman gets it as a gift and a year later she’s still fit & attractive to be very compelling. Cc @Keubiko

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CVC.ai

3 months

@trinity1241 @hassankhan For now perhaps…but the US chip/equipment restrictions keep expanding. If you’re China, wouldn’t you want to lessen your exposure to future restrictions?

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CVC.ai

5 years

BREAKING: NIO STILL DESPITE BEING 3 WEEKS LATE STILL HAS NOT CLOSED THEIR $200M CONVERT (HALF FROM CEO). I'M NOT SAYING THIS COMPANY IS AN IMMEDIATE BK CANDIDATE BUT I'M ALSO NOT NOT SAYING IT $NIOQ $NIO

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CVC.ai

4 years

Ryan Cohen letter to $GME board

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CVC.ai

2 years

@TikTokInvestors bros r literally drinking the kool aid

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CVC.ai

5 years

$NIO Sees Q3 Revenues $232.0M-$242.2M vs $558.78M Est $NIOQ

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CVC.ai

4 years

$tlry CEO puking 1/8 of his once nearly $1B stake for just $2.5M, don’t do drugs kids cc: every EV company CEO

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CVC.ai

4 years

[Narrator]: There will be no city on the red planet in our lifetime

@elonmusk

Elon Musk

4 years

Good progress, but 18 years to launch our first humans is a long time. Technology must advance faster or there will be no city on the red planet in our lifetime.

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CVC.ai

5 years

JB dumping $4M...better at $264/shr than zero, amirite? $tsla $tslaq

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@CVCResearch

CVC.ai

5 years

“Shitty ICE automaker” Ford $F reports 2% y/y revenue decline. Growth tech company that also makes cars reports -8% y/y decline in revenue. You’ll never guess which one rallied. If it helps, $F trades at 7x CY20 ests, $TSLA trades at 70x but that will just mislead your further.

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CVC.ai

6 years

Has anyone else noticed that the @seekingalpha twitter account has been suspended? I seriously doubt SA went rogue with some racist rant (unless I missed it, would love to see), what the hell is going on here?!?

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CVC.ai

5 years

Too shy to hit on that girl sitting a row in front of you? Try Air New Zealand’s new not-at-all-creepy seat chat tinder platform!

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CVC.ai

1 year

Lol

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CVC.ai

4 years

From a Jefferies note last week highlighting the myriad interesting opportunities for $GME IMO the real home run scenario ($200+ stock) is the ad platform...note the analyst is only using a 20% OM here (could be 40%-50%) Can be a ~$1B annual FCF opportunity vs a $600M $GME EV

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CVC.ai

5 years

Facts I learned today; 1) Being production constrained while overall expanding production can still cause significant Y/Y revenue DECLINES. Who knew? 🤷‍♂️ 2) Growth STONKS go up 20% when revenues decline 8% y/y. Imagine if they actually grew! wut $tslaq $tsla

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CVC.ai

4 years

👀 $gme

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CVC.ai

2 years

cheer up $tsla longs, just remember you're changing the world & it was never about the money

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CVC.ai

5 years

$NIO burned ~$440M in Q2. Ending Q2 cash balance was ~$480M. What's the cash balance look like now (end of Q3)? I'm sure they would have answered that question had they not cancelled their earnings call previously scheduled for this morning. $NIOQ

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CVC.ai

6 years

Comparing to past $TSLA updates, it stood out that today's release excluded anything resembling this part from Q218 on M3 reservation count. Either 1) current resv # is bad, or 2) they've been scared straight: knowing their resv # is BS, they stopped talking about it, or both.

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CVC.ai

2 years

$CVNA now has a negative TBV (for the first time as a public co, I believe)...negative ($65M) TBV 🙌

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CVC.ai

2 years

narrator: $TWTR did $5.1B in revenue last year…what point is he trying to make here ?

@Downtown

Downtown Josh Brown

2 years

Twitter does $3.5 billion a year in revenue, a business roughly the size of the Olive Garden. You have to admit today is hilarious.

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CVC.ai

5 years

Days after quarter end it took $NIO to announce a reporting date: Q318: 19 Q418: 49 Q119: 45 Q219: 62 Q319: now 74 days & counting - IR confirmed to me this week: no date yet Days after quarter end it took $NIO to earnings: Q318: 37 Q418: 64 Q119: 58 Q219: 86 Q319: Never? $NIOQ

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CVC.ai

4 years

$GME's current EV ~$800M $GME estimated net income over the next 5 quarters (Q420->Q421) ~$800M

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CVC.ai

4 years

It would have been sufficient saying that Tesla is not an Essential Business and leaving it at that, i.e. that would been enough to justify a forced shutdown. Obviously Dr. Pan didn’t think that alone was enough in describing Tesla’s plant! #HealthRisk $TSLAQ

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CVC.ai

4 years

how it started / how it's going 11 mins later $gme

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CVC.ai

3 years

??? $dpz

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CVC.ai

6 years

The 3 stages of being a #Model3 owner: - Unbridled slobbering praise of Elon - Some helpful suggestions for improvement - Whiny little bitch who doesn't even deserve a @tesla $tsla

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CVC.ai

4 years

@ryancohen go in king

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CVC.ai

4 months

Big guidance raise from $CLS. At $46, it trades at 14x adj EPS...not particularly expensive given mid teens top line growth & datacenter tailwinds. $goog & $amzn are customers here.

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CVC.ai

5 years

I’m no expert technical analyst, but I can say with confidence that both $TSLA & $NIO are breaking down hard today on their short road to 0. $TSLAQ $NIOQ

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CVC.ai

5 years

Do you think you'll enjoy prison Fred? $tslaq

@FredericLambert

Fred Lambert

@FredericLambert

5 years

@mdubs17 Oh shit, did the news hurt your short position? I am so sorry. Peace be with you.

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CVC.ai

5 years

Wow, how times have changed. They don't even have 1 (one) month's worth on backlog for the Y! Is this why we never got Y reservation pumps @elonmusk ? You'd think there would be enough idiot fanboys to at least buy a month's worth...but guess not. yikes. $tslaq

@markbspiegel

Mark B. Spiegel

5 years

"they don’t expect to have enough confirmed orders for the volume they can deliver in March." $TSLA

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@CVCResearch

CVC.ai

4 years

i guess we now know why $GSX delayed the earnings report by almost a month... A virtually identical announcement in April basically zeroed out $LK overnight...dunno what's different here

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@CVCResearch

CVC.ai

5 years

There must be something shady going on somewhere within this mess. $TSLAQ Tesla leasing partner sells 60% stake to tech company

Tesla leasing partner sells 60% stake to tech company

MUSA Auto Finance, a tiny leasing company that abruptly halted new business last fall after a partnership with Tesla overwhelmed its capital resources, has been purchased.

www.autonews.com

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@CVCResearch

CVC.ai

4 years

$EHTH sure isn't doing anything to disprove @muddywatersre . Beat and raise, but cut CF guidance. Also, it appears extending customer lifetime assumptions may be driving most of the revenue "growth." Note the huge growth in noncurrent commissions receivable. Very sus.

Tweet media one

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