Cefu
@Cefu_0804
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Following
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Supply Chain Manager & Investor | Posts on Stocks, Crypto, Investing & Savings | Opinions, not financial advice | I help simplifying investing | 📈 𝕏 |
Heart of Europe
Joined October 2021
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@SawyerMerritt
@Tesla
Imagine you're one of the richest persons the whole world has ever seen, yet you need to "Wallstreetbets-Yolo" into a $TSLA short position.
🤣
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1
110
@unusual_whales
I say it again: OpenAI will be incorporated into $MSFT completely within the next ~6 months.
We will have Microsoft AI, just like we have Microsoft Gaming. Phil Spencer is CEO of $MSFT Gaming. Sam will be CEO of $MSFT Ai.
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2
83
@unusual_whales
Calling him Roaring Kitty “of” GameStop sounds like bro is an emperor or something and owns a kingdom 😅
7
0
88
@AltcoinDailyio
It’s been obvious.
Will we experience a Spot etf in 2023?
I don’t think so.
The breakout once the first etf goes live together with the imminent halving is going to create the biggest god candle we’ve ever seen.
6
1
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@unusual_whales
As soon as company starts paying dividends, it’s not great anymore. Top is in.
$META
11
1
80
@DillonLoomis22
Am a Supply Chain Manager myself. I can tell.
A container from Shanghai —> Hamburg Germany was at around ~18K in late 22/early 22.
We’re back at around ~3-5K rn. Reason why I keep shouting we don’t need rate hikes. The economy already heals itself. We good.
3
3
80
@Teslaconomics
This is the one puff that made Elon even more iconic than he already was.
Good to see a normal dude winning.
$TSLA
4
2
66
@alex_avoigt
That's basically confirming that $TSLA feels confident enough to roll out FSD Beta outside of the US.
If FSD can handle the German Autobahn, we're ready.
🫡
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0
64
@sashayanshin
I guess most of us can agree that
@X
has never been more important than today.
Stay strong brothers and sisters. Bless. 🤝
0
0
56
@SawyerMerritt
All I say is that it'll be cheaper in every Trim than people expect it to be.
We know negative Margins for the foreseeable future are priced in. Tesla needs to stick to a price range to be eligible for the tax credits.
Y'all ain't ready for tomorrow.
$TSLA
3
0
49
@SawyerMerritt
@RedwoodMat
I Hope JB IPO’s this beauty of a company. Few understand what he’s doing. Redwood Materials can become one of the most important green energy companies besides Tesla. I won’t say this will happen if they keep executing because it’s certain they will. After all JB runs it.
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@SawyerMerritt
Ventilated seats are IMO the biggest upgrade of all.
Nice list, Sawyer. Thank you!
$TSLA
0
0
46
@Teslaconomics
Dude, i love you but please stop acting like WE were able to invest into Twitter in the first place. We were not.
3
0
43
@WholeMarsBlog
I say it again: OpenAI will be incorporated into $MSFT completely within the next ~6 months.
We will have Microsoft AI, just like we have Microsoft Gaming. Phil Spencer is CEO of $MSFT Gaming. Sam will be CEO of $MSFT Ai.
2
1
38
Since we’ve broke the DMA on $TSLA the way for $290 is now free/open.
Major resistance level afterwards. Will we break $290 this week?
1
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35
@alex_avoigt
All right. Can we stop? All he said was „is the German public aware“ that’s it.
No problem whatsoever and I am German. He did nothing wrong. Yet the media tries to frame him. It’s sad. Germany loves Elon.
Calm.
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5
36
@mikealfred
@elonmusk
Fake news. He’s busy running the most advanced companies on planet earth.
1
0
37
@unusual_whales
Let's say what every Analyst would say:
"It's yet to be seen how the market reacts. This can pay out in both directions. Long term we think investors should be in the market."
Imagine making 6-figures for saying stuff like that.
🫠
2
1
35
@lexfridman
@sama
On Elon he said:
“In terms of what elons real motivations are, I don’t know.”
Referring to why he got sued from him.
4
2
35
@teslaownersSV
Wait for the new roadster is all I'm going to tell you.
If the MS Plaid with track package already loses just by some milliseconds to that Bugatti, I don't want to know what's going to happen to see a roadster.
3
0
36
@TicTocTick
Cringe. Keep trading.
Don’t mistake fundamental analysis with a 200 DMA.
FSD won’t happen just like cybertruck and everything else won’t happen, right?
$TSLA
1
1
35
@WholeMarsBlog
His last post spoke for itself yes. Sad to see. Crazy to think that there are really people out there who think the company would be better off without Elon.
Say goodbye to your easy 10X within the next couple of years if that happens.
I said years ago: the only thing that
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32
@garyblack00
$TSLA investors will continue to argue with you Gary because most of us understand you have to put more into a spreadsheet than just the measurable revenue.
I know this is hard for WS.
But, this was the reason retail was not shocked about the movement in price in 2021.
This
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@SawyerMerritt
@Tesla
What a cool dude Jay still is.
One of the few who understood
@Tesla
long ago. Can’t wait to see him set a record with
#cybertruck
soon.
$TSLA
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33
@invest_answers
We switching sats from weak to diamond hands. Nothing to see here, move on and enjoy your day fam. $BTC
1
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19
$TSLA Optimus Valuation
So I've been adjusting my Tesla Optimus Bot valuation.
It contains current numbers, estimates, and figures.
YTD --> 2033.
Because these numbers completely blow my mind, I need the $TSLA community to fact-check and question me.
8
2
19
@lexfridman
That lady in the bakery? Wish her a happy day.
That silent co-worker who never talks with others and stays secluded? Talk to him. Maybe he’s just shy and socially inexperienced.
That girl in the last row in class that’s looking like she’s always uncomfortable with herself? Talk
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@SawyerMerritt
Let's just say:
- cool
- check back in a year
- check sales and customer feedback
Until then, kudos to them for trying it!
1
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@SimplyBitcoinTV
How many times will see this old article on our timelines again? $BTC
At least 50 times
9
At least 21.000.000x
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@garyblack00
Do you really think Elon’s new compensation plan is going to be a done deal in Q1? I hope so though. Would be the most bullish thing in the short term for me.
I want Elon as CEO & be focused.
$TSLA
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@DirtyTesLa
Some random new analyst with a high success rate at least if we look at tipranks, started covering $TSLA
Now he's crashing the stock price to load up cheap before announcing an outperformance rating next year.
We've seen this before.
1
1
25
@farzyness
That's an interesting perspective, but I'm uncertain if it's a viable long-term plan for Fremont. Both of us have experience in logistics, and we know that utilizing floor space is crucial for profitability. However, it's important to consider the capital that has already been
3
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26
@DillonLoomis22
@brandenflasch
I asked the same. It’s easy to throw out a post into the void but hard to undermine it with facts.
Let’s see what the next electrified episode has in store for us. 🫡😅
1
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25
@Teslaconomics
Imagine you bought the dip all those weeks because you already knew that Elon won’t ever step down as CEO like I did.
$TSLA
1
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25
Following scenario:
You’ve been stacking money on your brokerage account while being well aware that there’s an upcoming market correction.
(S&P saw over 30 new ATH‘s in 2024)
Let’s say market corrects by 30% over the course of a couple of weeks. Which companies would you buy
0
0
22
@thomas_fahrer
Wen Dell earnings call? Need to make myself a reminder and check that release immediately.
If that’s not him, it’s quite likely that we will see him buy rather soon. I think he understood it and doesn’t want to miss that train.
$BTC
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0
17
@invest_answers
Is $ETH desd as a Long Term *Investment*?
I think so. Lost a lot of faith. Just $BTC and $SOL for me.
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19
@ICannot_Enough
This can't be true James.
Demand is plunging.
No one wants EVs.
The competition is coming.
Automaker XYZ is the Tesla killer. $TSLA
😉
6
1
24
@elonmusk
@JonErlichman
We should also not forget that in 2015 $TSLA was still bleeding money.
Despite this, Elon continued to pursue his other goals and showed the whole world that cheap internet is possible for everyone.
Thanks Elon!
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@Teslaconomics
RIP pearl white multi-coated Tesla. Your life's been way too short and we're thankful you this one for the team.
Not every owner has respect for his own car. It is what it is.
It hurts watching this. 🤣
$TSLA
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22
@ModernInvest
Who cares? $BTC is the only thing your grandchildren will be happy to inherit.
You’re not even at level 0 bro, keep studying.
1
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22
@garyblack00
@elonmusk
If they don’t, you can say goodbye to the most innovative company on the planet.
You should understand that as well, Gary.
$TSLA
1
1
22
@SawyerMerritt
I honestly can't understand their issue, building great cars with the best features/functionality is easy.
That's why $TSLA is just another car company.
Right? 🤝
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23
@LimitingThe
If $TSLA can scale production of 4680 from 1 Million announced in January 2022 to 20 Million in October 2023 - I expect everything else they want to achieve is also possible.
Especially on costs.
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20
@JanWues
German government NGMI fam. And I say that as a German. Keep stacking these sats and let it be known. $BTC
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@WholeMarsBlog
🤣 Bruh. Okay. Let’s see.
Like figure says they have the best humanoid robots. $TSLA
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22
@garyblack00
There's no other fund manager like Gary out there.
Bearish in the morning
Bullish in the evening
And it's not even Monday yet.
0
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19
@jasondebolt
I love my $TSLA below $200 and I'm buying all the way down.
Doing this since first buying the Stock in 2019.
Hope you're proud Jason-Senpai.
🫡
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@SawyerMerritt
Listen closely to what he said:
"We continue to work on research into this company all the time."
+
"I met with 2 executives last week."
Only a few understand how important it is to be out there in the wild and actually sit down with the companies you're investing in. $TSLA
1
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18
@jasondebolt
Exactly Jason. My timeline is full of FUD and people speaking about that “now I changed my mind, the investmentcase has changed - I’ll sell.”
So do it. Nothing changed long term. Also, we’re looking at a ~2,8M run rate right now if we’re calculating 500K for Berlin + Austin and
2
1
19
@SawyerMerritt
@Tesla
While people measure their rig in Teraflops -
@Tesla
is already paving the way to Exaflops.
Only a small percentage of people understand why it matters, what it's going to mean in the long run, and how Tesla is going to benefit from it.
0
0
19
@invest_answers
James is the best in the game, I hope he and his team never stop with what they do - ever. Much love.
1
0
19
@heydave7
Essentially what Dave is saying is this:
- FSD 12 = Godlike
- Tesla will be the only company for a long time with a pure End-to-End NN approach
- Trust the process because Tesla has the best engineers in the world led by Elon
- Zero-shot learning enabled now, easily capable of
2
3
18
@garyblack00
Name a company that's able to raise prices in a high-interest rate environment while ramping production globally.
$TSLA
1
0
18
@SawyerMerritt
@Tesla
Imagine you're still thinking that EVs are inferior to ICE vehicles, just to discover that this Truck pulls harder than your AMG.
$TSLA
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0
16
@elektrotimmy
Every German automaker is scared to death right now.
Just wait what happens when FSD gets a wide release in Germany. Most important country by GDP in Europe. The heart of engineering as they say. It’s going to be bloody.
$TSLA
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19
@DillonLoomis22
While this is 100% accurate Dillon, we still have to listen to people on WS telling us that we're going to have lower deliveries in Q3 than Q2.
Why? Because of the sold-off MY inventory and the ramp of the refreshed M3.
While there is some truth in that, I think WS still
2
2
19
@DoctorJack16
Do y'all remember how many people turned bearish over night after Karpathy left?
Only a small fraction of people kept their cool, knowing that it's not a single person who works on groundbreaking technology
@Tesla
It's the team-effort and mentality.
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2
19
@p_ferragu
Yeah, I’ll miss him too just like most of us. In the end though we’ll be fine. I also think this has not been something out of the blue since Vaibhav has been named CFO immediately and not as an interim.
Will Zach be missed? Definitely
Will we be fine? Definitely
Do we wish
0
0
17
@MKBHD
Did somebody ever compile a list of things that have been introduced at the CES (pick a year) that really became a product consumers can actually buy?
CES turned into a type of Autoshow where carmakers show off their concept cars that will never see the light of day. At least
3
0
18
@pakpakchicken
No generational gains until 25 Ken.
It’s easy. 2023 still accumulation-phase.
2024 little bit of a pump due to halving, maybe little bit bigger pump combined with spot etf approval.
Huge pumps = historically always in the year after the halving.
25 is where it’s at.
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1
17
@Teslaconomics
I can't stop thinking about this beast since it was revealed in 2019.
Still, see Franz breaking the window before my eyes.
Good: It's finally coming soon
Good: We're at 2M pre-orders
Bad: We're at 2M pre-orders
When do y'all think you'll be able to take delivery of your
11
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17
@garyblack00
Cope harder.
There won’t be any market share left once $TSLA fires from all cylinders with FSD.
1
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