Simon_Hale 🇨🇦
@SimonHale007
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Senior Portfolio Manager, Wellington Altus Private Wealth
Westmount, Québec
Joined March 2020
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When you’re rolling in from the club early in the morning, and Papa is waiting for you. 🤣
$TSLA
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Three days in a row, we have high volume end of day close on a rally on $TSLA. Classic, Institutional traders are using Algo to accumulate throughout the day, and then making large fills end of day. This is not bearish behaviour.
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Roughly 1 year ago $TSLA was 10% in our portfolio and $NVDA was at 4%. As of last week $NVDA 15% and $TSLA 6%. We are fortunate to have such a profit on $NVDA, but we had to trim and brought $TSLA back to 10%.
We still like $NVDA but consider $TSLA has more upside from here.
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Well done $TSLA team! Just took my kids to the grocery store and played with ASS in the parking lot a few time. By the end of my 4th trial, employees were out in the parking lot applauding! My kids decided to stay in the car and were over the moon. How cool is that to watch a
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Rich Ross is the best technical analysts on Wall Street. Been following him for some time. When his technicals and our fundamentals lign up, watch out.
This should not be ignored. Please pay attention when he says $TSLA is going to new all time highs.
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$NVDA should lead the market higher.
Note this morning from the best analyst on the street.
We are long $NVDA and $TSLA.
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$TSLA community. For those with ASS concerns. Its solid. Been playing with it all day with my kids.
Some cool videos we did just now at the lake.
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Been obsessing about buying a sports car for over a year now. A little OCD like.
After much due diligence, I finally pullled the trigger.
Just came back from the PPF shop. 🔥
What an amazing piece of art and engineering.
Well done $TSLA engineers!
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Looks like Wall Street is starting to wake up to the fact that $TSLA is an AI company. And possibly the real world AI leader.
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Our chief strategist is banging on the table.
$TSLA is about to break out.
My team is all about fundamentals. I leave the technicals up to Jim. He’s made some great calls.
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We’ve been managing portfolios for HNW clients for over 20 years. Our equity returns are some of the best in the country. (Canada) We were early to Apple when people said why? We’ve been in $MSTF since 2011. $AMZN 2013 and $NVDA since 2015.
$TSLA is now our largest holding.
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Big volume on $TSLA today. There’s an old saying in our industry, volume follows trend.
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At Wellington Altus, our chief strategist is doing his best to encourage all our PMs to own $TSLA.
Morning note firm wide.
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Yahoo Finance asked me to comment on yesterday’s $TSLA earnings.
Here are my thoughts.
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Random thoughts on $TSLA from our Chief Strategist, Dr. Jim Thorne
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Why do I post about $TSLA?
Not to get clients. I have enough.
Not for add rev. I make enough.
We’re sick of hiding our thesis when we know it’s accurate. We have a good track record. We’ve done well for clients and only plan to do better.
It’s the right thing to do.
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@Concern70732755
I agree. If you want to come to Canada and be Canadien, then try to fit in. Otherwise, go home to your own country. There is a reason this country was made great and people want to come here. If we change those ways, we will eventually develop into the countries that people are
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Why did $TSLA not display the full capabilities of Optimus at the Beijing robot conference? Instead they put Optimus in a glass box on display.
1) Tesla is in a league of their own. Others will only copy. Especially the Chinese.
2) Tesla has the best
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My logic?
I’m fine giving a few extra bucks to a company I’m heavily invested in. I suspect they will invest it well. 👀
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This is an email we received from a loyal client today. Someone who is highly educated. See screenshot below.
As portfolio managers, we’ve done exceptional work, protecting and growing our clients wealth over the years.
We believe that owning $TSLA in a diversified portfolio
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Told my wife today the good news!
Cybertruck is exempt from Canada luxury tax, 😂 and I’ll receive mine in a month.
She says; change cars as much as you like, just don’t change your wife.
I say; I love you honey.
Now I just need to find a place to park it.
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Who ever said the $TSLA model S is getting old and needs a refresh never drove the Plaid and has poor taste.
What a masterpiece. Well done
@Tesla
Team!
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@elonmusk
@SawyerMerritt
Publicity stunt IMO. Who in their right mind would trade their Tesla in for a Kia. Kia knows this but are jumping on the bandwagon of “Elon BAD” therefore $TSLA bad.
Hoping it will promote their brand and new EV buyers will buy their cars.
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I just excepted delivery of an S plaid. I know the model 3P is a ridiculous value, but I couldn’t help myself and wanted the fastest production car in the world. I’ve been obsessing about a sports car for years and this was my final decision. Don’t judge or hate, Appreciate! 😁
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It appears Wall Street is waking up to the facts, and $TSLA is in the process of being revalued as an AI play.
The key for Tesla's stock looking ahead is the Street recognizing that Tesla is the most undervalued AI play in the market in our view with a historical Robotaxi Day ahead for Musk and Tesla on August 8th that will lay the yellow brick road to FSD and an autonomous future🔥🐂🍿🏆
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Great note from our chief strategist Dr. Jim Thorne this weekend on $TSLA.
Unlike the large bank own firms here in Canada, Wellington-Altus is forward thinking and tries to understand where the puck is going. Jim gets it.
Thanks for this note
@DrJStrategy
Glad we’re on the
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Thanks for having me on
@herbertong
Always good to chatting with you.
$TSLA is such a dynamic and ever evolving company.
🚨 EXCLUSIVE: $TSLA SOLVED Robotaxi, BULL RUN Ahead
w/
@SimonHale007
• Piper Sandler reversed its stance, now believing Tesla may have solved the robotaxi puzzle.
• Institutional investors are getting more interested in Tesla's robotaxi tech potential.
• Hale thinks
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@thejefflutz
@realMeetKevin
He’s just upset because he tried to time the market sold a bunch of growth stocks in his PP ETF to buy double short ETF, then switcched to purchased treasuries. It has been under performing the market ever since and missing out on the recent rally.
Not as easy as it looks, eh
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@SawyerMerritt
I don’t buy it.
$TSLA will hold the event, even if prototypes are not sufficient. This is the playbook.
Buy the dip.
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For those concerned about $TSLA short term.
8/8 has been move to 10/10.
$TSLA rally into event.
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@smdcapital88
@herbertong
To be clear.
We are not trying to pump $TSLA stock. I don’t believe we even have the ability to pump a stock of this size in any way. And I do not care if the stock moves up or down in the short term. What matters most is if the company is executing.
We believe they are.
And
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Agreed.
@herbertong
is an absolute beast in $TSLA content creation. He’s a real asset to the Tesla community.
Nice guy too!
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Thought I’d share our monthly client letter with the $TSLA community. First time doing this. Not sure what the interest is, however if it helps a few investors, that’s a good thing.
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Speaking to a client today. “If $TSLA gets back to what I payed for it I’ll be a wealthy man”.
He has no idea…
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@SawyerMerritt
@elonmusk
Not to mention his knowledge of financial and capital markets. There is no better ceo.
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@TSLAFanMtl
James. Stop this nonsense. If you were so smart you would be super rich and could afford a Tesla. Instead you make smart comments on X to supplement your income renting an apartment in Montreal.
Please show us all, that you know better and have profited tremendously from your
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This is a big deal.
Now the world’s largest training cluster, and will double size in the next few months. Just let that sink in for a moment.
This weekend, the
@xAI
team brought our Colossus 100k H100 training cluster online. From start to finish, it was done in 122 days.
Colossus is the most powerful AI training system in the world. Moreover, it will double in size to 200k (50k H200s) in a few months.
Excellent
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It’s unfortunate. I’m driving a 2022 model X plaid and a 2024 model S plaid. And neither have received the new 12.5 FSD update.
However, my brother is driving a model Y long range and his dropped today. He is much more sceptical than I am and always has been.
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Looks great beside her big brother.
😃
Both are magnificent.
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To be clear, I do not pretend to know where $TSLA will go over the short term. Nor do I care really.
Obviously we all feel good and smart when the stock goes up. And less so, when the stock goes down.
I reached out to Dr. Jim Thorn today after the market closed…. Buy the dip!
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@herbertong
What do you think if we started a fund to support the cause. Personally I’d rather spend my resources on this worthy cause. Could go down in the history books as a fist. And imagine the press it would get.
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Thank you Herbert for encouraging me to get involved. Love you guys.
🚨 Check out our very own Simon Hale, Portfolio Manager and Senior Wealth Advisor at Wellington Altus, absolutely kill it in this Yahoo Finance interview!
Simon explains really well how $TSLA analysts should be viewing the stock!
@SimonHale007
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@MissJilianne
@Tesla
@MissJilianne
Before you start trashing
@TSLA
, because “Elon bad” get your facts straight or loose credibility.
We drove an Audi Q7 for 5 years and spent $4000/ year on gas.
Now we drive a Tesla model X. And spend $500/year on electricity.
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Finally! 12.5.2.1 downloading to my model X. It’s been stuck on 12.3 for a few months now. While my model S had 12.5. let’s just say I have not been driving the model X very much. From my experience, FSD is now improving exponentially.
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Correction.
Now it’s our largest holding.
As of last month.
We were too underweight and conservative in the past with our highest conviction. We will not make the same mistake again.
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We do the work and come up with our own fundamental business analysis and value. We leave the technicals up to Jim.
Dr. Jim Thorn is having fun with $TSLA charts again. Projecting large breakout.
7. “Using this basic technique one can project a price target of close to $500.”
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I am finally eligible to configure my Cybertruck! Been waiting for many years and was one of the first reservation holders.
I’m torn. 🤔
In Canada we have a 20% luxury tax and 15% sales tax.
If I take it now it will cost me 166k tax in.
If I wait for a non foundation series
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👀 this is not nothing. Early stages.
The Cybertruck has generated close to $2 billion in revenue for Tesla so far this year.
Tesla said in its Q2 earnings report last month that Cybertruck is on track to achieve profitability by the end of 2024.
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For those trying to figure out what’s been moving $TSLA the last two days. Pay attention to the bond market and interest rates.
The bond market is much larger than the stock market and has far greater influence.
Don’t overthink it.
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Great interview Alexandra. You nailed it.
$TSLA an end to end AI company.
Qualified investment expert.
All in on $TSLA and reasons why.
👏 calm, composed.
Well done.
Great fun discussing all things
@Tesla
with
@BrianSozzi
on Yahoo Finance's (
@YahooFinance
) Opening Bid this morning.
Thanks for having me.
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Yahoo finance and Alex Canal have done a good job of articulating our analysis and thesis. Despite a volatile quarter for the stock. Hats off to Yahoo Finance and team.
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Agreed. Retail Investors/ analyst have done tremendous work understanding $TSLA.
Our thesis only came AFTER doing our best to disprove the $TSLA retail investors.
Despite our best efforts, we could not prove them wrong.
Top Analysts: $TSLA Is The ONE, Here’s Why 🚀
Insights from
@TeslaLarry
!
• Simon Hale from Wellington-Altus believes Tesla will achieve 50% earnings growth by 2025, driven by FSD approval in Europe and China.
• Tesla Energy reported nearly $900 million in profits in the last
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1/
Hey Andrew,
@andrewrsorkin
, You've done some great interviews recently with large institutional shareholders of
#tesla
. Could you do a piece on from the retail perspective? Roughly 40% of the shares are owned by retail investors and they deserve a voice as well
@SquawkCNBC
.
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Top story on $TSLA today. Apparently this is what seems to be moving the stock.
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Well said Cern. A great message to all $TSLA investors.
A Message to Tesla Investors
Recently, I received this reply to one of my posts:
"I don't think I can mentally or emotionally deal with it anymore. Maybe foolishly waiting for 10/10 to make a move, though at this point I'm sick of predictions and missed timelines."
As someone
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Morning folks, happy Friday!
Morning note from our chief strategist.
What’s going to drive markets?
$NVDA earnings are more important than Jackson Hole.
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So I was listening again to some highlights of $TSLA Q2 earning call. Some key takeaways that most WS analysts overlooked.
1 Demand is so high for $NVDA GPU hardware
2 Often difficult to get
3 Elon is quite concerned
= Sense of urgency.
A few weeks later Elon and Larry Ellison
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In our opinion, the Fed is late. Jim's been calling for 50bp cute. Now it's happened and the market was caught offside. Expect much lower rates to come. Growth assets do well in this environment.
And no better positioned then $TSLA and $NVDA.
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WTF!
@TeslaBoomerMama
just got canceled by YouTube.
I���m speechless..
YouTube demonetized the TeslaBoomerMama channel (not that it ever was much, lifetime it was exactly $2,874.91), and I still have no clue why.
No problem, I'll just publish my videos exclusively on X now.
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Chicago fed confirms. Many more rate cuts are imminent. We have the trade.
Long term growth does well in this environment.
Good new for $TSLA, $NVDA, $QQQ investors.
Federal Reserve Bank of Chicago President Austan Goolsbee said interest rates need to be lowered “significantly” to protect the US labor market and support the US economy
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When investing, we focus on the long term fundamentals of a business.
We rely on our chief strategist, Dr. Jim Thorn for asset allocation guidance.
Always take with a grain of salt. Not investment advice.
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Past 10pm and ready for bed. My brother said i look tired and I should have done exercises before recording.
He doesn’t have 3 kids. 😂
🚨 3 Reasons to Buy $TSLA w/
@SimonHale007
• Tesla plans to license FSD in Europe and China by the end of the year, which could add $1-2 billion in profits next year.
• The Cybertruck aims to be profitable by the end of this year, with projections of up to $3 billion in
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I live in Canada and my wife grew up in Moscow. So we understand socialism and communism. Both are detrimental to our society.
Wall Street is waking up to the fact. This is a good thing.
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Dont over think is..
The Powell Pivot is complete, signaling a dovish stance. If you have excess cash, now is a good time to invest. Powell's remarks indicate that the labor market is not likely to drive inflation, and the Fed is focused on supporting it while progressing toward
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Holy moly! Scroll to bottom and see all responses of this post. I had no idea that the average person is clueless.
This is a first for me. I’m a person of logic, and I’m still trying to compute.
I don’t believe I’m the smartest person in the room. However, when I went to Austin
Why did $TSLA not display the full capabilities of Optimus at the Beijing robot conference? Instead they put Optimus in a glass box on display.
1) Tesla is in a league of their own. Others will only copy. Especially the Chinese.
2) Tesla has the best
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We were all prepared for a negative September. But it never came. The correction came early and was short lived.
Note from our chief strategist on the market statistics.
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What’s more sexy than a Tesla model x plaid with road bikes on the back? Having your beautiful wife in the photo. I call it the perfect trifecta. We drove down to Vermont today in the X to do some leave peeping and cycle. Beautiful day. $TSLA.
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So I received my new model $TSLA S Plaid over the weekend. Found a road with no driveways or homes, lots of turns and 10-15% incline. Then took my two eldest girls, 5-7 for a short drive.
Gave them my IPhone and told them to film the experience. And this is what they filmed.
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In this video with
@herbertong
and
@CernBasher
.
@CernBasher
does an excellent analogy of the volatility of stocks, and how $TSLA is no different from other disruptors in terms of stock volatility.
This is why we try to illustrate $NVDA As a great example and shareholder and it’s
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I believe most $TSLA shareholders should be made aware of this.
When Elon Musk sold $TSLA stock in order to fund his twitter acquisition, we do not believe his sales had very much affect on the stock price.
We did the analysis when a few of our clients complained at the time.
@JonathanVa50438
I respect your thought process.
Many $TSLA shareholders and Tesla Q believe that Elon buying X or formally Twitter affected the share price because Elon had to sell shares in order to purchase the company, and brought the share price down.
However, his selling 5 million or 10
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We invest for clients long term with a 5-10 year horizon. We don’t try to time the market. However. for those looking to make tactical trades in there portfolio. Our chief strategist thesis is similar to
@fundstrat
Tom Lee.
@realMeetKevin
Kevin, best take note.
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@TeslaBoomerMama
Rich Ross is the best technical analysts on Wall Street. Been following him for some time. When his technicals and our fundamentals lign up, watch out.
This should not be ignored. Please pay attention when he says $TSLA is going to new all time highs.
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Now that’s interesting. 👀
Can't remember the last time a $TSLA close was also the daily high!
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Great clip
@herbertong
Gives a true sense of how Elon approaches his days in order to have the most impact.
Can’t wait to watch the full 8 hour interview.
Both Lex and Elon are fabulous.
Thank you
@lexfridman
and
@elonmusk
for doing this pod and sharing with the world.
🙏
🚨 Elon Musk: Tesla, this year, will do over $100 billion in revenue
$TSLA 🚀
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I couldn’t help myself. This is great publicity 😂
Im not on X to get clients or get rich.
We have plenty of both.
I post on X to share with the $TSLA community our perspective as a Portfolio manager that invests in $TSLA.
@SimonHale007
@REALABCHICAGO
I also looked at your “focused total return” fund which is tech heavy but underperforms compared to a tech index fund like Van Guard’s VGT
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@MissJilianne
@Tesla
@MissJilianne
Before you start trashing
@TSLA
, because “Elon bad” get your facts straight or loose credibility.
We drove an Audi Q7 for 5 years and spent $4000/ year on gas.
Now we drive a Tesla model X. And spend $500/year on electricity.
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We invest with the intention of 5-10 years.
However, for those who tactfully trade short term…
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Market insight from our chief strategist Dr. Jim Thorn.
Every time
@CNBC
has a “let’s panic” special.
Here are the results.
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The Fed is late and owns this once again.
"I'm calling for a 75 basis point emergency cut in the Fed funds rate, with another 75 basis point cut indicated for next month at the September meeting - and that's minimum," says Wharton's Jeremy Siegel:
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Thank you Herbert for having me on your show. You asked some great questions. Glad to share our perspective with the community.
EXCLUSIVE: $TSLA Investor w/ 300k Shares?? | Simon Hale
@SimonHale007
• Simon Hale manages over 300,000 $TSLA shares as a portfolio manager for Wellington Altus Private Wealth.
• He emphasizes the importance of firsthand experience and analysis, such as actually owning a
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Tesla Drops NEW Model 3, Cybertruck in China and MAJOR Toyota Move! via
@YouTube
@herbertong
once again, thank you for publishing another informative video.
As a wealth advisor and portfolio manager, I listen and read a tremendous amount of data that
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@TeslaBoomerMama
@Tesla
@elonmusk
@travisraxelrod
@TeslaBoomerPapa
So cool. Hoping for an invite as well.
I used to check my Tesla app on a daily basis waiting for 12.5 on my hardware three vehicle. Now that I have it, I check my emails on the daily basis for an invite to the Rotax event. 🤣.
I love $TSLA. Like no other company. 💕
And I just
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@smdcapital88
Even our Chief strategist is talking $TSLA breakout.
Our firm, Wellington Altus Private Wealth is now quite bullish on TSLA.
A note today from our Chief Strategist. He’s made some brilliant calls in the past. When he makes calls its unusually wise to pay attention.
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Bespoke Research does great work analyzing historical market movements.
They say history never repeats itself but it usually rhymes.
At Wellington Altus, we’re of the belief that we are early stages in a AI driven cyclical bull market that should last until the end of the
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Thanks $TSLA! Love me some ASS. Can’t wait to dive in tomorrow and try it out.
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Note from our chief strategist. Not investment advice. We are long $NVDA in our portfolios and have been for many years.
$NVIDIA's Q2 revenue of $29.94B exceeded its guidance range of $27.44B-$28.56B by $1.5B, marking a beat over the previous three quarters. For Q3, it guided
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Why do I have a funny feeling that this has more significance to today’s rally than the Tesla AI team laying out a roadmap for the next six months. And naysayers were saying that a Trump election win would be negative for $TSLA. Think again.
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Great interview Alexandra. Was interesting to see the
@Bloomberg
tone on Elon and $ TSLA starting to pivot. They also asked some great questions.
Thanks for all that you do. 🙏
📺
It was great to be on
@BloombergTV
this morning, discussing all things
@Tesla
with
@EdLudlow
and
@CarolineHydeTV
for their
@technology
channel.
Last time was 19 years ago, gosh, coming full circle. 🔁
Thanks for having me, Ed and Carolina.
YT link:
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@TeslaPodcast
In my opinion, Rob Mauer is the GOAT of all Tesla retail analysts. Glad see you put that talent to more profitable endeavours. You deserve much success.
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@stevenmarkryan
Such BS.
Elon Starts a company as a not for profit, and Sam becomes a Decca billionaire while everyone is abandoning ship?
🤯
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💯
Tesla has mastered the ability to produce the best cars in the world that people can afford. And now they are moving on to the next phase of growth.
Dominate the space, suivant next! Rinse wash repeat.
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@TeslaBoomerMama
Alexandre, I woke up this morning and read the great news. Brought tears to my eyes. What you did for shareholders and Tesla will have so much impact for so many stakeholders. Amazing work. Thank you for your tireless unwavering commitment.
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@MxJ61
Great question Mark. When we are buying large blocks of shares and don’t want to move the market, we use algorithms to hide our hand and pick up shares in the open market throughout the day. Many times at the end of day if we did not get our fill, we will place open orders, which
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