Alejandro Chavez @aletechview Twitter profile

Pinned Tweet

Alejandro Chavez

1 year

For 5 months I've been trying to build the best $TSLA dashboard, with the best charts, that would update instantly after earnings for free. If you like $TSLA charts without tens of excel hours, give it at try at

43

40

396

Last Seen Profiles

@therealzoe180

@LibrosCIDE

@EricSkaar

@Daily_DefiCN

@sinasijk

@MARQUEE_info

@OceanisLost

@TerreAriya

@IndoAbgme

@fukuoka00000001

@b_olgado

@Farah

@elkaya_

@i__see__star

@melenthropy2

@gothspiiit

@midatlanticfta

@Mocchachinocat

@dustinwmesser

@AmirDemokrat

@HotwifeLissett

@Domyork8

@albalushi_ka

@beaariis

@So444dzi

@avenina4

@Heather__K24

@Themukesharma

@PbsKidsArchives

@auroradishes

@alayyal2011

@jungchanisms

@69evermore

@papmantan69_

@diaz_hottie

@GeorgeNicholasK

Alejandro Chavez

@aletechview

2 years

I broke down how @ElonJet hacked his way to @elonmusk location time and time again. Spoiler alert, it was NOT just public data. 👇🏻 Whole video:

209

515

2K

Alejandro Chavez

@aletechview

2 years

$TSLA is trading at it's biggest disconnect ever between stock price and EPS trend. Bigger delta than "Funding Secured" and "Covid Lockdown" sagas. Use that information appropriately.

93

201

1K

Alejandro Chavez

@aletechview

1 year

$TSLA operating leverage since they went public in 2010. I don’t know if we’re gonna witness something like this ever again 👇🏻

52

164

1K

Alejandro Chavez

@aletechview

2 years

IS THIS WHAT I THINK IT IS? I PAID FOR $TSLA FSD in 2018! WAITED YEARS FOR THIS MOMENT cc: @WholeMarsBlog

55

40

1K

Alejandro Chavez

@aletechview

1 year

For the first time ever, $TSLA Energy Margins surpassed Auto Margins! Auto margins ex credits came at 18.14%, versus energy margins at 18.42%. This means that Tesla's energy business is starting to become more profitable than auto. I did NOT expect that! 👇

46

152

1K

Alejandro Chavez

@aletechview

9 months

People have NO IDEA! $TSLA non auto business contributed $510 MILLION to gross profit last Q. This is Apple all over again!

27

100

714

Alejandro Chavez

@aletechview

1 year

$PYPL quarterly revenues are right in the middle of Visa & Mastercard. What is the problem with this? Visa $V is worth $460B Mastercard $MA is worth $380B PayPal $PYPL is worth $67B I understand net margins for Visa and Mastercard are higher, but they're NOT 6x higher. More

109

83

624

Alejandro Chavez

@aletechview

1 year

$TSLA is slowly becoming a robotics and energy company. The gross margins prove it. Soon, the non-auto part of the business will be Tesla's biggest profit source 👇

39

82

558

Alejandro Chavez

@aletechview

1 year

Around 17% of Total Net Income for $TSLA was non-auto (energy + services) Which means that $444M out of $2,614M reported for Net Income came from Megapack, FSD, Insurance, and Supercharging! Tesla is MORE than just an auto company!

25

71

510

Alejandro Chavez

@aletechview

10 months

$PYPL latest quarterly revenues landed right in the middle between Visa and Mastercard. Yup, once again! Why is this worth noting? Well, the market cap situation has gotten worse. Visa $V is worth $451B Mastercard $MA is worth $351B PayPal $PYPL is worth $56B In case you

67

66

502

Alejandro Chavez

@aletechview

8 months

$TSLA cash & debt better than ever!

15

79

497

Alejandro Chavez

@aletechview

1 year

Cheapest stocks right now: 1. $HOOD Enterprise Value of near zero 2. $PYPL Forward P/E 12, P/S 2.28 3. $ENPH 3-Year PEG of 0.4 4. $HIMS P/S of 1.94, Rev growth 83% Did I miss any? 🤔

70

62

464

Alejandro Chavez

@aletechview

5 months

People are NOT paying attention to superchargers, this is an underappreciated asset $TSLA

15

53

461

Alejandro Chavez

@aletechview

2 months

When the most profitable segment for $TSLA does this in a quarter... The stock will naturally explode. No idea how this happened, but I'm happy it did. Energy is at 25% gross margins while auto is at 18%, so the profits could be VERY meaningful.

17

53

417

Alejandro Chavez

@aletechview

2 years

$TSLA disconnect between stock price and EPS trend continues to hit all-time records. These two trends can't continue forever or LBO happens. Regardless of Elon stock sales. Use that information appropriately.

27

68

382

Alejandro Chavez

@aletechview

2 months

$TSLA is an energy company now! JK JK but wow! $740M in energy profits is INSANE!

17

48

399

Alejandro Chavez

@aletechview

5 months

$TSLA energy is now SIGNIFICATLY more profitable than autos. Energy gross margin: 24.65% Auto gross margin: 18.48% Services gross margin: 3.54% But "Tesla is just a car company!" 😅

13

57

390

Alejandro Chavez

@aletechview

2 years

$TSLA will be able to recognize $1.09 billion in deferred revenue for Q4 if FSD is released next month. There’s now rumors pointing to mid December. This could mean a 25% surprise on Q4 EPS consensus 👇🏻

11

41

355

Alejandro Chavez

@aletechview

5 months

Current Portfolio: 1. $HOOD avg. cost: $9.01 (+106%) 2. $TSLA avg. cost: $16.51 (+981%) 3. $ABNB avg. cost: $93.42 (+72%) 4. $SOFI avg. cost: $7.83 (-6.18%) 5. $ENPH avg. cost: $177.74 (-36%) 7. $HIMS avg. cost: $6.38 (+126%) 8. $PLTR avg. cost: $8.21 (+179%) 9. $DLO (+26%)

40

13

352

Alejandro Chavez

@aletechview

1 month

$PYPL Operating Leverage. Do you see what I see? 💸

11

35

349

Alejandro Chavez

@aletechview

1 year

The $PLTR dashboard is finally ready! This one took a lot of work because Palantir reports are extremely inconsistent in terms of format. Anyway, as always you can check it out for free at: Enjoy!

29

39

340

Alejandro Chavez

@aletechview

8 months

IT FINALLY HAPPENED! Auto Margins ex credits came back! Small improvement from 16.3% to 17.2% but it broke a 2 year drown trend! Lets go! $TSLA

14

55

326

Alejandro Chavez

@aletechview

4 months

$PLTR Customer Count, this is the most important chart from today's earnings.

12

42

322

Alejandro Chavez

@aletechview

6 months

Quick reminder that $TSLA inventory levels just fell for the first time since Q1'22 And we know what typically happens to Tesla's Net Income when inventories fall. Imagine when FED rates actually drop.

15

24

315

Alejandro Chavez

@aletechview

1 month

$PLTR Customer count! Holy!

3

41

310

Alejandro Chavez

@aletechview

6 months

$SOFI revenues have gone from $94M to $600M in 5 years. In case people have forgotten 👇🏻

14

30

300

Alejandro Chavez

@aletechview

4 months

$CLSK just became the best capitalized bitcoin miner out there. Not sure how this even happened!

21

39

284

Alejandro Chavez

@aletechview

10 days

$SOFI has been an obvious winner to anyone who has been paying attention. We don't even need to use complicated charts, just the basic ones scream higher. Valuation wise, anything under P/S ratio of 5 is a gift, and we're still at 3.6 😂

13

43

288

Alejandro Chavez

@aletechview

4 months

$CLSK Short Interest is the perfect storm! Many will get run over.

21

30

270

Alejandro Chavez

@aletechview

10 months

And just like that $NVDA's P/E drops from 120 to 60, that's what happens when EPS growths 400% YoY.

10

24

269

Alejandro Chavez

@aletechview

2 years

First drive on FSD, damn. This is so cool, and the visualization is unreal. It’s one thing to see it in a video, and a completely different thing in real life. It sees more than I do, even at night!

10

14

251

Alejandro Chavez

@aletechview

1 month

$HOOD P/E just dropped from 162 to 49! Forward P/E in the 20's. Revenue Growth YoY 40% Profits Growth YoY 675% These numbers almost look fake!

22

24

255

Alejandro Chavez

@aletechview

2 months

If $SOFI is just a bank, how come 150 million people are being served by Galileo? Tons of companies are being powered by $SOFI, in one way or another. Including our darling $HOOD (for debit card, bank account, fraud, etc) API services like these are very sticky.

14

44

256

Alejandro Chavez

@aletechview

7 months

$PYPL continues to buyback baby! Look at those shares! 👇

29

16

249

Alejandro Chavez

@aletechview

2 years

$TSLA Cash vs Debt over the last 5 years. Incredible that this company fell 75% to $100, and still all these people surprised at the fast reversal 😂

10

41

242

Alejandro Chavez

@aletechview

3 months

$SOFI is obviously a dying company b/c the stock price is down 🤡

23

17

245

Alejandro Chavez

@aletechview

1 month

Give me a good reason why JPowell shouldn't be fired right this second. Together with all the other FED idiots. 2 recessions and 4 market crashes under their watch, is this the most incompetent FED ever?

53

21

246

Alejandro Chavez

@aletechview

6 months

$CLSK institutional ownership is a thing of beauty, damn! 🤩

13

23

241

Alejandro Chavez

@aletechview

1 year

$HOOD is now trading at 1.64 EV-to-Revenue. For some comparison: $TSLA at 9.91 $SOFI at 6.95 $PLTR at 15.51 $ABNB at 8.21 $PYPL at 2.74 All really great companies. My strategy here is simple. I see silly prices, I buy silly prices.

22

19

230

Alejandro Chavez

@aletechview

10 days

I know it sounds crazy but $SOFI is still way under its fair value. Anything under $10 is obscene. Anything under $14 is undervalued. I’ve been saying for months that $SOFI right now is what $HOOD was a year ago.

11

16

245

Alejandro Chavez

@aletechview

1 year

$TSLA dip is already being bought in the overnight market. Everybody and their grandma is waiting to buy the dip on this one. Very interesting 🧐

39

12

235

Alejandro Chavez

@aletechview

3 months

Smart money is absolutely buying $SOFI, it’s retail that’s dumping. Retail almost completely missed the $HOOD move from $7 to $17. History repeats itself.

35

15

239

Alejandro Chavez

@aletechview

10 months

$PYPL Buyback baby! Look at that float! 👇

9

20

234

Alejandro Chavez

@aletechview

4 months

$PYPL Buyback baby! Look at those shares evaporate! 👇

14

29

236

Alejandro Chavez

@aletechview

1 month

$SOFI financial services! The growth here is just insane as always.

11

29

228

Alejandro Chavez

@aletechview

10 months

How long until $TSLA energy gets priced into the stock? 🤔

38

21

226

Alejandro Chavez

@aletechview

6 months

A lot of insider buys for $PYPL in the last year. Insiders only buy for one reason 😁

8

10

228

Alejandro Chavez

@aletechview

3 months

Every time I've invested in a big winner, someone has called me an idiot along the way. Specially near the bottoms. $TSLA 18X (imminent bankruptcy) $HOOD 3X (no moat, GME) $HIMS 4x (just a dick pill company, low P/S) $ABNB 2x (regulations, airbnbust, overvalued) Without

24

14

224

Alejandro Chavez

@aletechview

1 year

$TSLA and $ENPH are in a similar situation regarding high interest rates. But both have decided to respond in different ways to this more challenging sales environment. $TSLA has chosen to give up some margins in exchange for better revenue growth. $ENPH has chosen to give up

12

24

215

Alejandro Chavez

@aletechview

4 months

$CLSK Net Income all time high! Enough said! 🫡

10

20

217

Alejandro Chavez

@aletechview

6 months

I was shouting about $HOOD at $8. I was telling you all how zero Enterprise Value was NOT sustainable. Today I'm seeing something similar with $SOFI. And if they keep executing, P/S of 3 will NOT be sustainable.

17

18

217

Alejandro Chavez

@aletechview

4 months

$PLTR net income growth 426% YoY Profits have gone from $17M to $106M in 12 months

6

25

212

Alejandro Chavez

@aletechview

1 month

$PLTR just reached 4 BILLION in cash! This is obviously a new all-time record. The breakdown is ~513M liquid, and ~3,486M in marketable securities. And 659M in receivables, in case you were wondering.

6

22

206

Alejandro Chavez

@aletechview

5 months

$SOFI short interest just jumped to 23% That is 210M shares held short out of 912M float, and that my friends is CRAZY!

36

14

206

Alejandro Chavez

@aletechview

2 months

Kinda wanna double my $SOFI position after Noto's interview today. 🤔

27

2

202

Alejandro Chavez

@aletechview

1 year

$PYPL operating leverage is setting up for a VERY profitable 2024. Since Q4'21 opex has been slowly falling, and sales have slowly increased. This is the perfect recipe for printing money.

8

25

197

Alejandro Chavez

@aletechview

10 months

$PYPL once again posting a record total payment volume! They moved over 387 BILLION in commerce during Q3, let that sink in!

2

27

197

Alejandro Chavez

@aletechview

4 months

$CLSK Operating Leverage! Bruh!

7

21

190

Alejandro Chavez

@aletechview

10 days

Retail investors were -42% NET SELLERS of $SOFI yesterday, on a +10% day! You know how crazy that is? Retail is lost at this point, it’s all institutional investors pushing SoFi higher now. It’s a shame, but the little guys don’t deserve to win, it is what it is.

38

15

190

Alejandro Chavez

@aletechview

2 years

@LayahHeilpern High carbon concentration causes increases in temperature. It’s called “Greenhouse Effect” which John Tyndall discovered in 1859 (way before woke culture) How you deal with that is debatable, but Climate Change is an indisputable effect that you can measure with a thermometer.

36

5

179

Alejandro Chavez

@aletechview

10 months

$SOFI has a 3 year revenue CAGR of 67% The company is about to become profitable, with a P/S of 3.26 and P/B of 1.25 This selling is HIGHLY irrational.

20

9

179

Alejandro Chavez

@aletechview

1 month

Guys stop asking about $HOOD stock reaction after hours. Ya'll sounds like amateurs. We just had a 40% net profit beat. Don't form your opinions on stock price movement on thin volumes after hours.

16

9

184

Alejandro Chavez

@aletechview

1 year

Wall Street underestimated $HOOD Analysts predict $472M in Q2 revenues, but I believe the actual results will far exceed this for 3 simple reasons: 1. Proxy season: gains a $30M revenue boost during this period (Robinhood acquired them 2 years ago) 2.

13

20

181

Alejandro Chavez

@aletechview

1 year

The numbers we got for $SOFI tonight! As you can see if these numbers are true, the lending segment would come STRONG! Lending is by far the biggest segment for SoFi, so looking really good for Q2 on Monday. Should be an easy beat on revenues, we'll see for EPS 👀

6

17

174

Alejandro Chavez

@aletechview

1 year

The difference between $HOOD and the other big brokerage firms is NOT number of users. Even $SCHW which is the big dog in this industry doesn't have significantly more accounts than $HOOD. (both in the 20M - 35M range) The true difference is that Schwab's average client is 53

30

13

177

Alejandro Chavez

@aletechview

1 month

$SOFI at cheapest valuation ever. P/S of 2.85 and Forward P/E of 37 This disrespect will NOT continue forever!

27

10

182

Alejandro Chavez

@aletechview

2 months

$SOFI is trading like a bankrupt shitco at this point, I live for these moments. 😊

30

5

180

Alejandro Chavez

@aletechview

11 months

Around 27% of Total Net Income for $TSLA was non-auto (energy + services) Which means that $510M out of $1,878M reported for Net Income came from Megapack, FSD, Insurance, and Supercharging! Tesla is MORE than just an auto company!

4

37

179

Alejandro Chavez

@aletechview

8 months

Elon: I need 25% of $TSLA Also Elon: Sells his 21% stake down to 13% Bruh… 🤦🏻‍♂️

25

4

177

Alejandro Chavez

@aletechview

3 months

$PYPL P/E went from 110 to 15 in 3 years. Have we seen P/E compression this strong ever before? Specifically for a seemingly healthy company like PayPal? 🙂

21

15

178

Alejandro Chavez

@aletechview

1 month

$PYPL the buybacks continue! Look at those shares! 👇

6

12

175

Alejandro Chavez

@aletechview

4 months

The charge-off rate for $SOFI personal loans just dropped for the first time in 2 years. The biggest bear thesis just evaporated. $SOFI is so undervalued it's crazy.

7

16

170

Alejandro Chavez

@aletechview

3 months

One year from now people will think of $SOFi like they think of $HOOD today. This stock can’t stay over $7 atm, but that won’t last forever.

43

4

174

Alejandro Chavez

@aletechview

16 days

If you follow $SOFI fundamentals there’s only one direction this is going. Those who follow the business will win. Those who make decisions based on stock price movements will lose.

8

14

173

Alejandro Chavez

@aletechview

1 year

$SOFI average credit score is above 740 in EVERY loan category. It’s hard to find a higher quality loan portfolio than this 👇🏻

4

9

166

Alejandro Chavez

@aletechview

1 month

$SOFI just raised eps guidance to 4 cents for Q3, which means full year expectations HAVE to be raised again! The second half is where it’s at!

8

18

170

Alejandro Chavez

@aletechview

1 year

I didn't realize how high short interest was for some of these companies. If for whatever reason we get a crypto rally or even continue in this bull market, a lot of hedge funds will get DESTROYED! The short burn of the century part 2. $MARA $MSTR $FUBO $RIOT $SOFI $PLTR

31

24

159

Alejandro Chavez

@aletechview

11 months

Look at that CASH pile! Guys, buybacks anyone? $TSLA

37

32

166

Alejandro Chavez

@aletechview

1 month

$SOFI will DESTROY Q3! The guidance is INSANE! Shorts are so done!

20

9

169

Alejandro Chavez

@aletechview

1 month

$HOOD net deposits record! 13.2B! INSANE!

9

21

166

Alejandro Chavez

@aletechview

1 month

Unfortunately most people will buy $SOFI at $50 instead of $7. The same people talking smack rn.

stock goat

@KyleWhiteGOAT

1 month

$SOFI "Do the opposite of what the 99% are doing"

15

26

318

26

11

166

Alejandro Chavez

@aletechview

5 months

Just finished building my $SOFI position, now we just wait & hold the bags.

18

8

166

Alejandro Chavez

@aletechview

1 month

$HOOD just had the best beat I've ever seen in my entire life! Are you serious!!??

20

7

165

Alejandro Chavez

@aletechview

1 month

$HOOD is trading at 29 Forward P/E! All while growing revenues 40% YoY. Is this the most insane valuation ever?

16

9

166

Alejandro Chavez

@aletechview

1 year

$SOFI FICO Scores for Q2 just dropped! We got 745 on personal loans, 756 on home loans, and 768 on student loans. For an overall weighted average of 748. SoFi continues to have the most lucrative clientele out of any bank in the US.

6

16

160

Alejandro Chavez

@aletechview

2 months

$SOFI keeps getting dumped by retail. Imagine holding for years just to sell right before a multi year breakout. At that point just retire from investing.

33

7

163

Alejandro Chavez

@aletechview

4 months

$PLTR cash position getting NAUGHTY!

6

14

161

Alejandro Chavez

@aletechview

2 years

@WholeMarsBlog In the same period of time as $TSLA goes from $414 to $215 today, Tesla Inc earnings do this 👇🏻

12

23

147

Alejandro Chavez

@aletechview

3 months

Let's stop acting like $SOFI is a dying company. They are more profitable than ever, and forecasted to continue this way. Revenue is growing 20%+ YoY and will most likely pick up as rates come down. This will inevitably happen, or federal debt servicing causes a default.

18

10

156

Alejandro Chavez

@aletechview

4 months

$SOFI Net Income visualized. The stock being down is crazy!

12

158

Alejandro Chavez

@aletechview

20 days

$SOFI leading the fintechs in performance today, what a rare sight to see. 😅

8

10

157

Alejandro Chavez

@aletechview

3 months

Me arguing for $SOFI every day…

16

5

155

Alejandro Chavez

@aletechview

4 months

$CLSK parabolic revenue!

2

11

153

Alejandro Chavez

@aletechview

10 days

$SOFI institutional ownership continues to increase, now at 45% roughly. This is an all time high & will only continue to go up as we hit TTM profitability. Q3 will be super fun! 😁

1

22

153

Alejandro Chavez

@aletechview

11 months

For Q3 2023, $TSLA Energy Margins blows past Auto Margins! Auto margins ex credits came at 16.3%, versus energy margins at 24.4%. This means that Tesla's energy business is SIGNIFICATLY more profitable than auto. I did NOT expect this kind of blowout! 👇

9

40

152

Alejandro Chavez

@aletechview

5 months

$HOOD stopping the 24/hr trading is the stupidest thing I've ever heard. This moment is the reason why 24/hr trading was even created in the first place.

24

11

152

Alejandro Chavez

@aletechview

7 months

Yup it happened $SOFI The trend was real. GAAP profits 👇🏻

1

8

152

Alejandro Chavez

@aletechview

3 months

How is $SOFI not the most obvious multi year trade right now? Interests on US debt is above defense. The government NEEDS lower rates to fund itself, or default happens. I’m not sure $SOFI stays at P/S of 3 when rates start declining.

25

7

147

Alejandro Chavez

@aletechview

2 months

@Smartnetworth1 Argentina got me used to a big plate of asado for $12. Us prices are crazy.

14

5

148