Matthew Greig Profile
Matthew Greig

@mrwgreig

718
Followers
646
Following
160
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2,562
Statuses

Long/trading $TSLA since 2015. One of the first model 3 owners in Canada. #1600 cybertruck reso. Former 2x startup founder. My posts are not financial advice.

Vancouver, B.C.
Joined May 2011
Don't wanna be here? Send us removal request.
@mrwgreig
Matthew Greig
5 months
@SawyerMerritt The biggest blunder here is when Cook could’ve bought $TSLA around $20 a share back during crisis days as @elonmusk has mentioned himself that Cook never even picked up the calls from him
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@mrwgreig
Matthew Greig
7 months
@JoePompliano @SquawkCNBC Not surprised. My wife bought this for herself and all her mommy friends. Good product (but heavy af). Doubles as a defence weapon.
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@mrwgreig
Matthew Greig
19 days
@ProducerDrew_ In order: 1) Mackinnon 2) McDavid 3) Barkov 4) Crosby 5) Matthews And if we’re talking complete overall, Barkov easy #1 . The omission of his name to include Draisaitl or Matthews is hysterical
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@mrwgreig
Matthew Greig
2 years
@realMeetKevin @WholeMarsBlog The curse of Michael Burry. Extremely right once in his life, wrong for the rest 😂
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@mrwgreig
Matthew Greig
1 month
@BigHeadHcky This shit deserves a @netflix movie
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@mrwgreig
Matthew Greig
1 year
@spittinchiclets Worst finals reffing I’ve seen since 2011
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@mrwgreig
Matthew Greig
1 month
@19_Toews @BigHeadHcky Those points were mostly when Barkov wasn’t matched against him lol.. home ice advantage..?
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@mrwgreig
Matthew Greig
13 days
@flpanthersmuse This was the most epic comeback of comebacks in the history of NHL playoffs. 'Best' team in NHL history giving up a 3-1 series lead into G7 with a 6-on-5 goal into forced OT
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@mrwgreig
Matthew Greig
1 month
@BigHeadHcky Top 3 and should be the Smythe winner
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@mrwgreig
Matthew Greig
3 months
This is awful news. $TSLA growth not only slowing, but going in reverse. Xiaomi SU7 is the epitome of what's wrong with $TSLA in China and how they misunderstand what the local consumer wants in their EV.
@Tslachan
Tsla Chan
3 months
$TSLA 🇨🇳 NEWS: Tesla China insured units <Apr 2024> 1-7 : 1,907 8-14 : 6,212 15-21 : 5,168
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@mrwgreig
Matthew Greig
2 months
@BigHeadHcky When Pettersson signed, countless argued with me that it was a good contract. That aged like milk. Barkov is $10m and Tkachuk/Kuch $9.5. Tax free states making these other signings look bad.
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@mrwgreig
Matthew Greig
1 month
@tommykippes2 What a trash call in game 7 my god. And it was delayed so the ref wasn’t sure
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@mrwgreig
Matthew Greig
3 years
Having been working retail smartphone sales at the time, I can attest that the industry was blindsided entirely by $AAPL. I remember the $BB regional manager telling me the iPhone was a joke and won’t survive when I raised concern about consumer iPhone interest 🤣
@TrungTPhan
Trung Phan
3 years
When Steve Jobs unveiled the iPhone in Jan 2007, the maker of BlackBerry — Research in Motion (RIM) — had a market cap near Apple's ($60B vs. $75B). Now, it’s $5B vs. ~$3T. While Jobs positioned iPhone perfectly, RIM made 5 decisions that led to its fall. Here's a breakdown🧵
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@mrwgreig
Matthew Greig
1 month
@SportsnetSpec +12 when 2 series were vs VAN LAK. Give me a break. Edmonton homer bias. Barkov had to play against Kuch Pastrnak Panarin. Simplifying your bias by using plus/minus and point totals misses the forest for the trees. There are many things Barkov does that do not show up on paper.
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@mrwgreig
Matthew Greig
4 months
@gurgavin $NVDA - split coming this summer-ish
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@mrwgreig
Matthew Greig
14 days
@BigHeadHcky Boston would have 1-2 more cups if it wasn’t for Panthers/lightning that match up well vs them
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@mrwgreig
Matthew Greig
6 months
@CheddarFlow 1.6m is tiny for TSLA leap premium. Meaningless click bait. During 2020-2022 we’d regularly see $10-100m premium leaps
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@mrwgreig
Matthew Greig
3 months
@GerberKawasaki I sold a large position above $280 after holding sub $40 for 8 years. I might re-enter gradually $108-130. The growth narrative is not nearly as clear/strong as it was 2018-2022 and I’m not sure the current price is offsetting enough risk to a level I am comfortable with.
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@mrwgreig
Matthew Greig
6 months
@CuriousPejjy If your thesis to buy is because others are selling, that's a terribly weak thesis
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@mrwgreig
Matthew Greig
3 months
@cassieloves1013 3 years in a row he’s gone on LTIR for trade deadline and returned game 1
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@mrwgreig
Matthew Greig
1 month
@SportsnetSpec What do you say to this?
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@mrwgreig
Matthew Greig
6 months
@EmmetPeppers Awesome reaction from the kids. Not sure if just me - l the video quality is like 240p?
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@mrwgreig
Matthew Greig
4 months
@pakpakchicken This is actually the truth. I didn’t like the way $TSLA guidance and outlook was for 2023+ and my investment thesis was showing weakness cracks so I trimmed/hedged in 2021-22 and eventually sold in 2023. I originally bought sub $40 and sold my condo to go all in in 2019. I
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@mrwgreig
Matthew Greig
3 months
@Tslachan I'll say this again, as I've said for 6+ months: $TSLA China is in serious trouble. It's a bloodbath. Xiaomi SU7 was the killing blow.
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@mrwgreig
Matthew Greig
2 months
@nucks0 Living in their heads rent free for life
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@mrwgreig
Matthew Greig
1 month
@spittinchiclets Should’ve been Barkov or Bob
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@mrwgreig
Matthew Greig
4 months
@garyblack00 Disastrous print. No way to spin this. China is a real concern for TSLA. We’re on a fast track to 130s. Q1 EPS might even be negative.
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@mrwgreig
Matthew Greig
8 months
@Sportsnet According to rules it’s a no goal. However, if the stick hits the puck while in motion from shooting it should be an exemption to the rule.
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@mrwgreig
Matthew Greig
2 months
@saxena_puru You’re way off here Puru. I find it questionable that you sold $NVDA and bought $TSLA (before the dip) - with respect, it seems like your fundamental tech understandings aren’t polished
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@mrwgreig
Matthew Greig
8 days
@TrendSpider More trash leading posts by Trendspider. Tell me, do bubbles typically involve the poster boy’s forward PE compressing as the stock rises? If not, why post this irrelevant garbage?
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@mrwgreig
Matthew Greig
3 months
@nhlspotlight Joshua A+ in my books, exceeding his role exceptionally. Also Hoglander A.
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@mrwgreig
Matthew Greig
3 months
@BizNasty2point0 Hard agree here. I see MacK or Kuch taking it. But if I had to choose with a gun to head, Kuch. His point gap among teammates, 50% contribution to overall team goals is astounding.
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@mrwgreig
Matthew Greig
1 month
@spittinchiclets Pretty sure most Van fans are cheering for Luongo and the cats
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@mrwgreig
Matthew Greig
3 months
@TickerSymbolYOU Let's not forget $NVDA products are essentially int. rate immune while $TSLA products are int. rate sensitive
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@mrwgreig
Matthew Greig
2 months
@Sportsnet FLA in 6. Trocheck playing his former team in back to back series
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@mrwgreig
Matthew Greig
2 months
@Buccigross Swap Fox and Shesterkin
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@mrwgreig
Matthew Greig
2 months
@NHL @CanadianTire DAL vs FLA - FLA wins first cup and Barkov for Smythe
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@mrwgreig
Matthew Greig
1 year
@walsha He's the most biased I've heard among many different NHL feeds
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@mrwgreig
Matthew Greig
5 months
@SawyerMerritt $TSLA was replaced by $NVDA as the #1 stock traded by capitalization and among retail and the trend started around Sep 2023. $BTC is also hot among retail. Doesn’t take a genius to figure out what’s going on.
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@mrwgreig
Matthew Greig
6 months
@BizNasty2point0 Yup. Canucks homer but I find the cats one of the most entertaining to watch for past 5+ years
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@mrwgreig
Matthew Greig
10 months
@SawyerMerritt This is not the refreshed Y project Juniper. Likely a minor change before the refresh. My guess Q1 2024
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@mrwgreig
Matthew Greig
3 months
@GerberKawasaki Ross you don't know how to screenshot?
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@mrwgreig
Matthew Greig
1 year
@garyblack00 @ECcoupling @GerberKawasaki @realMeetKevin @TSLAFanMtl @EmmetPeppers @elonmusk @stevenmarkryan He’s busy deleting his anti-ad tweets. He blows whichever way the (Elon) wind blows.
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@mrwgreig
Matthew Greig
1 year
@TSLAFanMtl Team Advertising for consumer education gets a big win today 🏆
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@mrwgreig
Matthew Greig
1 month
@BizNasty2point0 Been saying this for years. Mcdavid Mack best offensive but most complete forward is easily Barkov. He has shut down Kuch Panarin Pastrnak McDavid Mackinnon (reg season) and Drai. Obviously having Bob in net helps but he’s still the best.
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@mrwgreig
Matthew Greig
3 months
@TSLAFanMtl So roughly $2.20 2024 EPS. A fair multiple is 50. Some argue that’s too high given recent margin/growth trends. That’s $110 fair value. How far we’ve fallen. I remember 2024 EPS was supposed to be over $7.00 not even a few years ago.
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@mrwgreig
Matthew Greig
3 years
@garyblack00 $TSLA shorts also never understood software advantages thinking legacy auto can suddenly switch their platoons of mechanical engineers into software engineers
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@mrwgreig
Matthew Greig
4 months
@TSLAFanMtl Worst take I've seen on the Q1 print lol. Inventory +46k this Q and likely around 130-150k globally now. Attributing this to supply issues is hilarious
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@mrwgreig
Matthew Greig
6 months
@DaleDMedia @Rainmaker1973 It was their best selling feature. I was a sales rep for them in 2007-09 and know this first hand. This case can do well if the keyboard is as tactile as the BB.
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@mrwgreig
Matthew Greig
6 months
@Barchart *on the daily charts. Let’s not ignore weekly and monthly.
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@mrwgreig
Matthew Greig
9 days
@Howlingmutant0 @VigilantFox If only I screenshotted all the arguments he got into online with the gaming community (teamliquid forums) back in early 2010s, his ‘credibility’ would instantly plummet. Universally disliked and hated
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@mrwgreig
Matthew Greig
9 months
@garyblack00 Again, while this news definitely contributes, $TSLA printed a very bearish diamond top formation and a bearish pennant in past 2 months. Price targets are 160-175. We are oversold in short term but do not be surprised if we see sub 175 by Jan.
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@mrwgreig
Matthew Greig
2 years
@DivesTech Time to replace FAANG with a new acronym - FB and NFLX out - TSLA NVDA in? TAANG?
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@mrwgreig
Matthew Greig
6 months
@SawyerMerritt @elonmusk I have a feeling Soros is behind at least some of this
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@mrwgreig
Matthew Greig
1 month
@Thursday_4 This game in Japanese seems way more entertaining
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@mrwgreig
Matthew Greig
4 months
@DivesTech @SquawkStreet Surprised you didn't call this a black eye print Dan. On a scale of 1-10, this is a 0. China is a major problem for Tesla. Xiaomi SU7 sells 100k+ in ~60 hours. It's a M3 killer. There are multiple of potential MY killers coming too. I hope you take a realistic approach to this
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@mrwgreig
Matthew Greig
3 months
Today's $TSLA price cuts say more than it seems. It looked like $TSLA was going for the path of maximum earnings, throttled production and remove price cuts. However, it looks like it's decided to go down the other path: maximum user base for FSD. This means price cuts will
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@mrwgreig
Matthew Greig
22 days
@Barchart Yup but not on the log charts. Also weekly and monthly.
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@mrwgreig
Matthew Greig
4 months
@Cal1995I @kyleichan The west wanted cheap labor and got it from outsourcing and now you’re saying the west is crying foul play due to capitalism and efficient markets? If what you say is true, then China should be perpetually behind because copying inherently suggests being behind. China/Asia has
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@mrwgreig
Matthew Greig
20 days
@gabeeicholtz @westerosies Obviously. I can’t have an opinion?
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@mrwgreig
Matthew Greig
7 months
@CultureCrave Starts strong, finishes not so strong. Plot armor way too thick. Animation similar to Arcane which I found better. And I’m a huge fan of samurai history.
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@mrwgreig
Matthew Greig
5 months
@garyblack00 The way $AAPL convinced BlackBerry and RIM users was via the App Store. Tesla hasn’t pushed the equivalent so the comparison stops about there.
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@mrwgreig
Matthew Greig
4 months
@freshjiva @Tesla If you’ve read the book by Isaacson, this definitely happened. Too convenient to be a coincidence after the Reuters article
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@mrwgreig
Matthew Greig
4 months
@SawyerMerritt You know things aren’t good when the only bullish tweets from Sawyer in the past year are basically rappers and celebs posting their CTs
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@mrwgreig
Matthew Greig
3 months
Some people have been asking for my positioning. It hasn't changed for 3 months. Long $NVDA Long $PLTR Short $TSLA The rotation from $TSLA in Mag7 into $NVDA was only one thesis. $TSLA is in a demand-gap year. I've been saying this for 9+ months. I closed my $TSLA shares I
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@mrwgreig
Matthew Greig
6 months
@anyatrades Forward PE is sub 40? Looking at TTM PE is non-sensible for $NVDA
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@mrwgreig
Matthew Greig
4 months
@MARVELSNAP RIP my C4 deck with Cpt Marvel
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@mrwgreig
Matthew Greig
2 years
@stats_feed Japan?? I live in Canada but would put Japan above 🇨🇦
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@mrwgreig
Matthew Greig
4 months
@Sankew06 30% App Store seller fees
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@mrwgreig
Matthew Greig
19 days
@Awful_NHeller @ProducerDrew_ How many cups does he have? How many series have they won in his tenure? How many Selke wins? He’s the best finisher in NHL but not a top 4 center. Try again
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@mrwgreig
Matthew Greig
1 month
@ChurchOfMontour @solarbearfan Not impossible. If Rein signs 8.5-9m and Montour 5.5-6m. They’d have to take team friendly deals, just like Barky Tkachuk and Forsling.
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@mrwgreig
Matthew Greig
6 months
@Sportsnet Barkov over Kopitar easy
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@mrwgreig
Matthew Greig
2 months
@Sportsnet Coyle was in the crease on his own will. If Bennett didn’t shove him, he’d still be there in the crease. He’s still obstructing Swayman with or without the push. Therefore it’s a good goal.
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@mrwgreig
Matthew Greig
1 month
@FriedgeHNIC But but the panthers are the dirty team
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@mrwgreig
Matthew Greig
6 years
Haven’t felt this type of human advancement in my lifetime. What a time to be alive! Thanks for restoring faith @elonmusk @spacex #falconheavy
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@mrwgreig
Matthew Greig
1 year
@garyblack00 @GerberKawasaki @realMeetKevin @TSLAFanMtl @EmmetPeppers @elonmusk I’m not as famous as those $TSLA personalities but I’ve been a proponent for TSLA consumer education ‘ad spend’ before this debate resurfaced (since 2018). Anyways, the outcome is what matters. Glad we can all move forward in unison now
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@mrwgreig
Matthew Greig
5 years
@petey_ohh @gwestr Just as Nokia claimed all the smartphone profits right? There’s a funny email that leaked Nokia laughing at Apples “no-button” phone.. wonder where those execs are now
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@mrwgreig
Matthew Greig
4 months
$TSLA company compiled consensus is at 431k. I estimated 430k as the whisper number several weeks ago - now I wonder if it's actually lower (~420k). Regardless, any number below 423k is a YoY decline and will result in a negative reaction to the stock. How much depends on what
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@mrwgreig
Matthew Greig
9 months
@CultureCrave Mistook the gas for the break. Happens way too often with EVs
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@mrwgreig
Matthew Greig
5 months
@TSLAFanMtl Sub 450k likely and never seen Tesla sales so desperate. They’ve called me literally for Model 3 Y S and X despite knowing I have an early CT reso
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@mrwgreig
Matthew Greig
6 months
@ray4tesla This post makes little sense when forward earnings are compressing. We said look at forward earnings for years when PE was sky high (and we were right), can’t conveniently look at trailing PE now while still a growth stock
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@mrwgreig
Matthew Greig
2 years
@JilianneParker What’s the point of this tweet? Clickbait city. It’s quite common knowledge that there’s 2 computers controlling Teslas - you can’t shut off the drive computer
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@mrwgreig
Matthew Greig
4 months
@garyblack00 I believe the whisper number is around 430k as well. However, I do not think the bad news is ‘nearly fully’ priced in. A YoY decline below 423k would be a very negative headline and send the stock down 5-10%. A number below 400k would be a nose dive down 10-20%.
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@mrwgreig
Matthew Greig
5 months
@saxena_puru @RayDalio Comparing these two is hilarious. One is on the edge of parallel compute with a large moat and the other was a network hardware provider with a thin moat.
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@mrwgreig
Matthew Greig
5 months
@The_AI_Investor Berkshire isn’t founded on a model of identifying visionary leaders. They know their strengths and weaknesses and stick in their lanes. That’s why they’re so successful. By ignoring these two, they found success elsewhere. Nothing wrong with that.
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@mrwgreig
Matthew Greig
6 months
@PatrickLac007 @garyblack00 @elonmusk If you think $TSLA is anywhere near distributing dividends you own the wrong stock
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@mrwgreig
Matthew Greig
3 years
@SawyerMerritt This is the result of panic from imposters at the executive level pretending to adapt to survive to please shareholders - eerily similar to Nokia/Blackberry's attempts to stay relevant with the iPhone
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@mrwgreig
Matthew Greig
23 days
@gurgavin That food looks as bad as your $PYPL $BABA
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@mrwgreig
Matthew Greig
2 years
@kchau @WholeMarsBlog While it’s true this is being underreported, I think if the chip shortage wasn’t a thing, they’d still be cell constrained
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@mrwgreig
Matthew Greig
4 months
@SawyerMerritt Meaningless. They been buying since $256+.
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@mrwgreig
Matthew Greig
1 month
@dstaples Barkov knows the line for slashes. He doesn’t cross it often. Look at 5 years of historical penalty data. He is one of the bottom 3 least penalized players.
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@mrwgreig
Matthew Greig
5 months
@SawyerMerritt No.. it’s forming a huge bear flag which points to $155 and $108-123
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@mrwgreig
Matthew Greig
3 months
@SawyerMerritt Can’t believe they chose those rims. Feels like every year the rim design gets worse
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@mrwgreig
Matthew Greig
2 years
@kylaschwaberow @RonBrownstein I hope my cybertruck makes all these people extra angry when they see it
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@mrwgreig
Matthew Greig
2 months
@MoneyPuckdotcom EDM will matchup poorly against FLA
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@mrwgreig
Matthew Greig
24 days
@BigHeadHcky Nyquist??
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@mrwgreig
Matthew Greig
20 days
@westerosies Tyrion?! Tywin? The hound?
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@mrwgreig
Matthew Greig
4 months
Today's $TSLA movement (7%+ at high) from bullish FSD news sets up an interesting inverse h/s pattern going into Apr 2 delivery print. I expected ~165 into the print, but this bumps my expectation up to ~171-175. I still expect a -5-10% drop on Apr 2 although unsure how much
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