Author & advocate for social, economic, & environmental betterment through technological and scientific advance and champion of the futurist perspective. $TSLA
People out there talking about
@elonmusk
being pretty rich at $230b… dude hasn’t even IPO’d SpaceX, Starlink, Boring Co, or Neuralink yet. He’s just getting started. Many will hate this. Most will benefit from this. $TSLA
And...I’m retired! Officially! I’m no longer tied to the burden of bartering my time for money. Thanks $TSLA. I can now follow my passions, and pursue the goal of furthering my positive impact on Tesla’s mission. And bonus, all my covered calls closed out for 90%+ premiums today!
Always remember that the HODLING road always looks easy for those watching you from the finish line. The reward comes with trials and tribulations and conviction. $TSLA
$TSLA Feb $2500+ Thread: 1/16- If you think the $TSLA rally is over, or there’s no more catalysts until Q4 earnings report, here’s a thread about evidence for a scenario (only somewhat conspiratorial and not too far fetched) of how
@Tesla
could hit $2500+ by February.
@elonmusk
@TSLAFanMtl
You mentioned the resistance line above, but you forgot to address this support line below. Would seem the Earnings Report is a bit of a make or break moment. $TSLA
The person at
@Reuters
who reported that
@Tesla
is considering reducing Model Y production by 20% (untrue according to Tesla itself) is the same person that reported this false information below. There’s a track record here. Don’t buy the FUD folks. $TSLA
Exclusive: Tesla is considering exporting China-made electric cars to the U.S., a reversal that would reflect the automaker's deepening cost advantage at its Shanghai plant and slower demand from Chinese consumers
Yahoo Finance: “If Elon wants to play with the big boy CEOs in the S&P he’ll have to start acting more like one...”
Haha! The big boys are about to find out who’s playing with who.
$TSLA
@elonmusk
IMPORTANT (lengthy) $TSLA POST!! 🚨
If you don’t think
@elonmusk
firing the supercharging team had anything to do with the 8/8 Robotaxi event… I think you might be wrong. I suspect this could be part of the big 8/8 reveal. Consider the following timeline carefully:
March 1st
Holy cow! CNBC calling for $TSLA at potentially $2500 in the “next quarter or two”! Even
@timseymour
put $2500 more likely than $500 in the future! Never thought I’d see the day! Eyes $TSLA
@Tesla
@elonmusk
🧵 1): Is a $TSLA stock split happening? Here’s a conspiratorial thread to help you all see what I see. I think the answer is yes. Let’s start with exhibit
#1
: Elon Tweets “Stock Price Too High” at 8:11am (The split was announced Aug 11th), on May 1st (was a 5:1 split).
2 years ago my wife and I got married and had $30k between the two of us. Today, if we sold our $TSLA (we’re not) we would officially have a million dollars after taxes. We still live the same way in the same crappy rental with the same crappy cars. But we’re happy.
I met
@elonmusk
once randomly in an elevator at the Four Seasons Hotel in East Palo Alto in 2013. Just said, “Thanks for everything you’re doing. I’m a shareholder.” He responded, “Of course. Thank you.”
I regret not getting a picture with him. $TSLA
People often predict that
@Tesla
may own their own vehicles and operate their own robotaxi fleet. Well, then why couldn’t they own their own semis and operate their own freight shipping fleet/business? Is anyone modeling this?
@ARKInvest
? $TSLA
I have been a fan of Volvo for not trying to be a “Tesla Killer” and quietly executing. Now I think they need to execute their marketing executive. $TSLA
Wow,
@CalPERS
this is disgraceful! Pay
@elonmusk
what he earned. Vote how you admittedly knowingly voted in 2018. Vote in a way that is ACTUALLY going to benefit MY pension! $TSLA
Just now on CNBC, Marcie Frost
@CalPERS
CEO says they will be voting against Elons comp package even though they voted for it in 2018. Cool cool Marcie loves to reneg on signed contracts.
$TSLA
It’s crazy thinking that all those times we asked
@elonmusk
to make an EVTOL and he said “he’s brain was too full” he was already also thinking about robots. $TSLA
Why
@elonmusk
’s CoViD rant was a brilliant marketing move (follow me on a little multi-tweet explanation): 1.) Elon is about to announce a new Terafactory likely in Texas (definitely middle America); 2.) Elon is preparing to launch a high volume “blue collar” vehicle competitor..
Imagine if
@Tesla
FSD Beta gets full wide release this year, Giga Berlin delivers 1st cars, Giga Texas produces/delivers 1st Cybertruck, 1st Plaid+ S delivers, next Giga factory location announced, 1st Semi delivered, $25k Model reveal date set, & AI Day date set by EOY? $TSLA
Just convinced my buddy with a Model Y to download the FSD free trial. He had no idea about it. He just took his first drive. It blew his mind. He called us “an overall amazing and baller experience”. New FSD customer ✅ $TSLA
$TSLA folks should notice that on all the trading sites, and Apple stocks, the China delivery beat isn’t news yet. 99% of people aren’t aware of this information. That’s what we call Alpha advantage folks.
@Tesla
Seeing lots of predictions about what the first Cybertruck configurations will be, but I’d recommend just listening the the man himself. He was pretty clear. $TSLA
@elonmusk
Frankly, the 4680 Model Ys coming later this year is a WAY bigger deal than plaid S. The very first cars Berlin and Texas are going to make? Model Y. The batteries Elon said are going in to those? 4680. So that’s like... right around the corner. $TSLA
1/7 (thread) Here’s my thinking on why $539 was pretty close to if not THE bottom of this recent $TSLA pull back:
1.) $TSLA (& broader market) fell ~60% during the CoViD pandemic scare. Bond yield/interest rate adjustments are not as scary/uncertain as a pandemic.
I bought another 100 shares of $TSLA today using some options premium. I love buying $TSLA shares. It’s my guilty pleasure. I was tempted to wait for a potential “sell the news” dip, but then I remembered I’m in for the long haul.
FSD Subscription goes live, Megapack pricing goes live, and Cali Virtual Power Plant is announced all in the same night. I know I haven’t been tweeting much folks… and I haven’t said this in a while… but… 👀 $TSLA
So, Cathie Wood and ARK Invest predicted Nikola would go BK. They’ve gotta be feeling vindicated right now. This continues to add legitimacy to ARK’s strategies and modeling. Let’s hope all their predictions keep coming true super early! $TSLA
Panel of people I want to see on CNBC this Friday, & first week of Aug after $TSLA S&P inclusion:
Mark Spiegel
Jim Chanos
David Einhorn
Gabe Hoffman
Andrew Left
Gordon Johnson
Tim Seymour
Bob Lutz
Montana Sceptic
Russ Mitchell
Edward Niedermeyer
Mark Travis
Linette Lopez
I’m CONSIDERING putting my money where my mouth is and buying a hundred or more shares on margin (in addition to the 500 I own) to ride out the $TSLA Production and Delivery report. I mean, what good is all this research and time if it doesn’t inform when to take risk? Thoughts?
Did Jim Varney just say on Fox News that Elon Musk is the most important CEO in the world, bar none!?!? Man, the blackjack table just got a little hotter... how the times are changing! $TSLA
I have a suspicion
@Tesla
may disrupt residential property ownership in the future. Imagine a world full of campers & trailers, sailboats & yachts & aircraft, that have 1-2 million mile batteries with solar and no maintenance. We may all become wandering Tesla explorers. $TSLA
@MirageWL8
@jasondebolt
@SawyerMerritt
@ValueAnalyst1
If you’re single and 30 you don’t need a home (plus real estate is expensive right now). I owned a house at 30, it was okay, but it wasn’t needed. You could buy 5 houses in 5 years if you HODL.
I officially moved in to my new house last night and Tesla beat their Production and Deliveries expectations SIGNIFICANTLY. I will be sipping my Tesla Tequila today. Video to come. $TSLA
I remember buying $TSLA in 2018 at ~$250 & watching it shoot up to $350 & hearing people say it’s valuation was way too high & was going BK, then watching it collapse 50% to $178. I HODLED. Same story today, except it’s profitable & has an amazing balance sheet & more factories.
$TSLA 🧵1/ In the 70’s a new vehicle cost ~10% of the average person’s annual salary. In 2023 it’s closer to 30%+.
@Tesla
is demonstrating the deflationary power of tech & EVs by beginning to drop the general cost of vehicles back to 70’s ratios. They will continue to do this…
The craziest thing in my world right now is watching
@garyblack00
@FrankPeelen
@truth_tesla
and others (
@MatchasmMatt
@jpr007
et al) debate the S&P inclusion fall out. All of my trusted sources are getting... buggy and conflicted. I expect reconciliation by Christmas. $TSLA
Exhibit
#6
.)
@elonmusk
just sold all of the stock he had to sell for taxes (I’m confident we’ll get Form 4s over the next days confirming this). Which means his stock can now rise with the effects of the split. And he will have trapped the shorts for a 🔥 while helping us bulls!
It’s wild to think that
@elonmusk
sold an entire May 2019
@Tesla
total company valuation worth of $TSLA in the last year, and I’m still not scared and am HODLING sure as ever.
(FINAL BONUS FOR THE STUDIOUS READERS): But, ultimately, I’d say $2500+ is a <10% likelihood, $2000+ is a 20% likelihood, $1750+ is a 40% likelihood, $1500+ is a 60% likelihood,
And $1280+ I feel is about 88% likely. $TSLA
@pakpakchicken
Dropping Commodity prices + IRA $7500 + volume ramping of Austin and Berlin = Tesla being able to drop prices significantly below competitors and still maintain margins.
@TSLAFanMtl
Yup, technicals allow us to find the pattern we’re looking for. But, I suspect with the right guidance from Tesla/Elon we could see a big bounce.
There still appears to be 16 billion in $TSLA short interest... so for those wondering, no, a short squeeze has not happened. I suspect the S&P inclusion might do it, and/or battery day. If those don’t do it, then I’ll begin to suspect that whoever owns those shorts has died.
As a veteran, and a massive Tesla fan and investor, I get irritated when Ford or GM try to lay sole stake to patriotism in manufacturing and engineering. Like... come on, Tesla has been leading the charge. But, happy to have you along.
11/16: Now, let’s discuss the
@elonmusk
breadcrumbs. The following are screenshots of Elon tweets (some he has since deleted) from the last few months that lead me to believe Elon is thinking about the stock valuation, and the coming massive price discovery (part deux). 👀 $TSLA
@elonmusk
Everyone should chill. Elon selling 10% of his shares (17M shares) to pay taxes is a 1-2 day event, handled by GS or MS as a block trade (which they hedge). Elon selling shares is not dilutive (already counted in fully diluted shares outstanding). $TSLA avg volume is 35-40M/day.
4/16: Then we discover the week of Nov 8th that Giga-Austin is producing Model Ys (I’m hearing unconfirmed rumors to this effect) causing the stock to further run to $1300 by EOW. The following week a stock split is announced for early Dec. (Elon said “not yet” at annual meeting)
In closing,
@elonmusk
likes to leave us $TSLA Twitter Ride-or-Die folks bread crumbs. I think this trail is pretty strong. I may be proven to be an absolute nutcase conspiracy theorist, but, if I’m not, and a split does get announced soon, you might want to read my other thread:
$TSLA Feb $2500+ Thread: 1/16- If you think the $TSLA rally is over, or there’s no more catalysts until Q4 earnings report, here’s a thread about evidence for a scenario (only somewhat conspiratorial and not too far fetched) of how
@Tesla
could hit $2500+ by February.
@elonmusk
$TSLA now down 11% from from the $695 high.
@garyblack00
predicted a 10%-20% pull back... before an eventual rise to $830+. So... this looks like great buying territory... if you’re interested in 30%+ annual returns.