Hamid
@hamids
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Founder/CEO of Savvy Trader & Earnings Hub Earnings Calendar:
Scottsdale, AZ
Joined September 2008
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29 months since my stock portfolio has been public. The results:
- Up 122% (compared to S&P being up 37%)
- Every transaction is tracked
- Notifications sent to all subscribers the moment a trade is made
- $10,000 invested on April 26th is now worth $22,200
- Relatively few
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I've been using FSD in my Tesla Model X for nearly a year. Here's the Good, the Bad and the Ugly on
@Tesla
's FSD...
The Good:
- FSD is bar far, the most advanced driving technology I've ever experienced in any vehicle.
- I use it every day, on every drive. Why? Because it
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@fintwit_news
Losing money is not the problem.
Lying, committing fraud, and pretending that a medical device that doesn't work, is giving real results and causing major medical issues, is why Elizabeth Holmes will likely go to jail.
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As I hear pundits on
@CNBC
and
@YahooFinance
talk about the doom of
@Tesla
and
@elonmusk
, I always remember this graph of Tesla revenues crushing it, year after year. None of these people sitting on the sidelines ever expected this. Remember that!
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After
@Tesla
’s
#AutonomyDay
for investors I wrote up a summary of thoughts on what I saw at the event, $TSLA stock and short sellers $TSLAQ:
cc
@elonmusk
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Up close the
@Tesla
Truck is MASSIVE. I have a Ford Raptor and the
#cybertruck
is definitely bigger!
#teslatruck
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I don’t get it. Why would
@SenSanders
or
@IlhanMN
or
@AOC
, people who are all about the environment, pick on
@elonmusk
?
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Like most people, I wasn't a fan of Mark Zuckerberg...
But then I started listening to his interviews. The two deep-dive interviews he's done with
@lexfridman
are fantastic! The latest one just came out yesterday and Lex does an awesome job of diving into everything...
I gotta
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Despite the missteps and mistakes, my bet is that a year from now Twitter will be undeniably stronger both as a company and as a product!
Foundation of a smaller, leaner, more dedicated team, with rapid iterations of fail, fix, improve and take risks will pay off huge.
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I listened to the 3-hour long interview of Joe Rogen & RFK Jr. (and you should too)
I have to say, I was surprised...
I started thinking RFK Jr. is a whack job conspiracy theorist, but RFK backed most of his arguments with scientific studies and often pointed out why you
This is a non answer. I challenged you publicly because you publicly quote tweeted and agreed with that dogshit vice article. If you’re really serious about what you stand for, you now have a massive opportunity for a debate that will reach the largest audience a discussion
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Lots of chatter about Tesla Model X issues…I’ve had none. Most amazing car ever! My Review:
@elonmusk
@TeslaMotors
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Making mistakes, quickly correcting and iterating is 10x better than making no decisions or taking too long to make a decision. People who haven't built companies often don't realize that. They think mistakes will cause a company to crash or go bankrupt. No. Indecision does that!
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With Tesla FSD V12.3.1:
- Phantom Breaking
- Random lane changes
- Random blinker for no reason
- Slowing down for no reason
- Stuttering and indecisiveness
- Stopping mid-turn with sudden traffic
- Non-reaction to lane ending
- Being in the wrong lane for a turn
- Freaking out
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@longzheng
@elonmusk
No NDA. I did a demo ride, fully autonomous drive. It was really really good. Parking lot to city streets, to freeway, to city streets back to parking lot, ~10 mile drive, 100% autonomous. Tesla is light years ahead.
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@fattyfatman
@Tesla
The accident statistics of Teslas on FSD seem to suggest I'm making you all safer, but thanks for your concern Vivian.
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If you're wondering why $RIVN stock is up 75% in the last couple of weeks, this might have something to do with it...Monday they announced Q2 delivery numbers.
It's the only EV company I know of that has beat $TSLA deliveries for the first 7 Qs. And it's by a substantial margin!
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This video of
@InsideEVs
data on plug in car sales made by
@masegoslin
is pretty incredible and visually shows the disruption that
@Tesla
and
@elonmusk
have been having:
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I don't get it. Seems like legit journalists from
@nytimes
,
@latimes
,
@WSJ
etc. were screaming warning/caution against
@elonmusk
and $TSLA for years, even though Tesla customers were telling them they were wrong.
Same people gave pass to
@nikolatrevor
and $NKLA's house of cards.
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Yesterday was the first time I had heard
@elonmusk
predict doom for Rivian $RIVN in as little as 6 quarters. Historically, he only said positive things about Rivian who shares Tesla's mission in transitioning the world to clean energy.
Then it occurred to me...
Rivian now has
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Let’s see...
- $TSLA is trading at ~4.5x conservative 2020 revenue, and is profitable
- Has higher margins & profits & growth than both $UBER (which trades at ~5x revenue) and $NFLX (8x)
- MUCH larger market and moat
And
@Tesla
is overvalued?
It’s a tech company stupid!
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Turns out
@elonmusk
was right and the EPA was lying about their previous test that had given Model S a sub 400 mile range. EPA has now certified 402 mile range for Model S.
cc
@mslopatto
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Rivian has been on FIRE! 🔥 $RIVN
Q2 deliveries of 12,640 were up 183% year-over-year! They were up 57% from previous quarterly record! 📈
That's despite PRICE INCREASES! 🤯
The company has been firing on all cylinders (🤣). Interestingly, they have a near-identical strategy
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@luoxiaxia
@Apple
@elonmusk
@Tesla
Sam being a liar doesn’t negate Elon’s bs. What’s your point here?
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Just had an awesome chat about car industry and $TSLA stock with
@elonmusk
...he asked what’s your advice for me? I had to say it: “tweet as much as you want, but skip the public timelines!”
Thanks Elon for an awesome
#AutonomyDay
event and answering all my questions.
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Hey
@chrisidore
in your CNN article about Model Y, you say “While Tesla has yet to give any details on Model Y pricing...”
Not only has
@elonmusk
given pricing details on the Y, but you can go configure and pre-order one on
@Tesla
’s website:
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@profgalloway
Steve Jobs was a part time CEO of Apple and Pixar.
Elon Musk is a part time CEO OF
@Tesla
and
@SpaceX
.
None of the shareholders of these companies would agree with your assessment.
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Tesla is literally teaching a bunch of Wall Street analysts about how neural networks and computer vision works. Things they have to do to show analysts why Tesla is not just a car company. Insane!
#AutonomyDay
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Right or wrong, this is a very entrepreneurial mentality, to the extreme! Make no mistake about it, if people like Elon took "no" as a valid answer, there would be no Apple, no Microsoft, no Google, no Amazon, no [virtually any successful company]. It's an admirable trait.
Tesla is restarting production today against Alameda County rules. I will be on the line with everyone else. If anyone is arrested, I ask that it only be me.
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@stewart
Stewart, thanks for this incredible read. As a long-time customer (my company lives on Slack), investor and fellow Founder, I love this kind of candid share. I soaked up every word, including the Slack messages to your team. These are the moments that define us!
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I just preordered a Meta Quest 3 AND a pair of Meta Smart Glasses (with Meta AI), which look incredible btw! The combination of the two cost me $2,700 LESS than Apple's Vision Pro.
Vision Pro might be the biggest FLOP in Apple product history, maybe even beating out the Apple
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I think these
@Tesla
vehicles require the 4860 battery cells (announced at
#BatteryDay
) to be released before launching:
- Model S Plaid
- CyberTruck 500 mile range
- Tesla Semi
- Tesla Roadster 2
Is that right
@elonmusk
?
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You wanna know why
@Tesla
doesn’t advertise? Because it’s products are so freakin good that its fans create mind blowing videos like this...
No other car company has this kind of following!
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1) Elon has said specifically that he is not comfortable building new AI tech at Tesla without owning 25% of it or having at least 25% control.
2) Elon's other companies (such as xAI) are now hiring AI talent from Tesla. $TSLA
3) The combination of 1+2 is an example of Elon
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So here is a demo of what’s in
@Tesla
production cars today!
#AutonomyDay
(and thank you
@Tesla
for the ride to the airport!)
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@WajahatAli
@andersoncooper
I don’t know Tulsi, but her response in this clip is dead on. I honestly don’t know how this response disqualifies her or makes her an apologist for Assad. She doesn’t defend Assad one bit but talks about the huge cost of war which she has seen first hand.
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Lucid $LCID just released their Q2 delivery numbers (1,404 vehicles), making it their 7th quarter of vehicle deliveries. Here's how that compares to $TSLA and $RIVN's first 7 quarters of deliveries:
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This whole OpenAI fiasco got me to learn about Annie Altman's (Sam Altman's sister) allegations of sexual abuse by Sam Altman (See the details of her allegations as described by Sam's product, ChatGPT).
According to ChatGPT, Sam has never publicly responded to these allegations,
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@DonnaHWalker1
@fintwit_news
Another way to think of it is like this:
For Holmes and Neumann to be similar, Neumann would have had to sell or rent real estate that didn't exist, but pretend to everyone, including his investors that it was all real properties.
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I'm finally starting to go back into $TSLA again now that the price has come back to earth. Building up my position slowly as I've also learned that markets can be incredibly stupid and wouldn't be surprised to see Tesla in double-digits with a bad Q4 Earnings report.
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In June, just 6 mo ago, $TSLA tanked to $180 due to MAJOR misinformation & short selling of 43 Million shares that didn't exist causing ~$30 Billion value loss.
It's taken 6 months for
@Tesla
to recover from short lies...but go ahead, tell me how short selling should be legal!
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Elon is listening...raising $2 Billion at ~$750/share without any debt means another gigafactory for about 1.5% dilution which will help production output by 20%! This is a huge and improves cash position even more.
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@JoeManna
@lexfridman
This kind of nonsense attack is trying to imply Zuck is allowing or even encouraging it to happen. These type of attack vectors are common and usually target Elon. So it’s surprising Elon is promoting this BS when he’s usually the recipient.
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For my $TSLA friends who don't get why
@Tesla
is down today despite record production/deliveries:
1) On Q4 earnings call, Elon specifically said "Orders are at 2x the rate of production!" Considering in Q4, Tesla had already built a big inventory (by producing way more cars than
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@WholeMarsBlog
The original headline “The EV no one has ever heard of that influenced no one” didn’t work so well. They hired an SEO expert.
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I think $NVDA has got to have the most incredible Revenue and EPS growth and BEAT that I have ever seen in the market. This might be the biggest in history of the market. Anybody know of a more crazy story than this?
Q2 earnings in 6 days!
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I miss
@elonmusk
's tweets about
@Tesla
,
@SpaceX
,
@neuralink
and
@boringcompany
. Remember when he would act as Tesla tech support and even take in product tweaks/ideas? Where is that guy!?
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Tesla's strategy is like Steve Jobs' when he returned to Apple in 1996...Create 1 awesome product in each product category. Jobs axed more than 100 Apple products and replaced it with this 4-product chart. Look familiar?
By comparison, Toyota (like Dell) has at least 33 models!
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This is laughable: the same analysts who have "strong sell" ratings on
@Tesla
at $33 Billion valuation (
@MorganStanley
, BofA, others) think
@Waymo
is worth between $57 Billion - $175 Billion.
Waymo 2018 Revenue: near $0
Tesla 2018 Revenue: $21 Billion
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"In 10 years,
@Tesla
is well positioned to be one of, if not THE largest company in the world..."
Watch the full video here:
$TSLA
#ClimateAction
#ClimateCrisis
#ClimateChange
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If you are recommending…
- A phone, it's an iPhone $AAPL
- A laptop, it's a MacBook $AAPL
- A Search anything, it's Google $GOOG
- Where to learn anything, it's YouTube $GOOG
- Email tool, it's GMail $GOOG
- A browser, it's Chrome $GOOG
- An "ask anything" tool, it's ChatGPT
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@sa_gibson
@virtuousur
@elonmusk
The thing is that a lot of people view everything musk does with a negative lens. To them he’s never done anything. And from them, I am uninterested in their thoughts.
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And
@GitKraken
now has support for
@GitHub
Actuons in both our Git Client and Glo Boards...check it out:
Cc
@chrisrpatterson
@natfriedman
@ParthDhingreja
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Ok,
@Tesla
just announced 97,000 deliveries & ~96,000 production in Q3. That's:
1) 10,000 More production (~800/week) than Q2 from the SAME facilities! WOW!
2) They can sell more than they make!
3) All new orders - demand is HUGE!
These results are incredible! It means...
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Iraq war was a mistake:
- Over 4,400 US Soldiers died (over 30,000 casualties)
- More than 500,000 Iraqis died
- It cost the US over $1 Trillion (that's 1 Million Million dollars!)
- There is no Stable Government after 15 years of war!
Let's NOT do it again!
#NoWarWithIran
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I couldn't agree more with
@CathieDWood
in this video: - her arguments is exactly what my article is all about. My best conversation at
#AutonomyDay
was with Ark's
@TashaARK
. ARK people get it! I'm baffled by the arguments from CNBC's anchors in this video
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On Thursday Rocket Lab $RKLB released its Q2 numbers, beating expectations, which was rewarded with a +12.5% stock price bump on Friday.
What's interesting about this company is that despite the fact that it's the 2nd best Rocket company, after SpaceX, most of its revenue comes
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That's ~1,500% increase since last year. And by the way, now that $TSLA is priced at ~15x higher, many of those SAME analysts that had SELL ratings on Tesla at $35/share (split adjusted) have BUY ratings at $521/share. Brilliant!
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1) Dude insults Elon
2) Elon insults dude
3) Dude sues Elon
Then we get greatest explanation of how insults work from
@elonmusk
:
“If you called someone a motherf'er I don't think you would have to clarify you don't actually commit incest. It would sound disingenuous."
Tesla CEO Elon Musk says that when he called one of the rescuers of the boys' soccer team trapped in a Thai cave a "pedo guy", he intended it to be an insult rather than a statement of fact
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Over the past year, as I've taken some profits from my $TSLA investment, I've invested heavily into Arcimoto. A few weeks ago, I bought one. This article is a quick review of my FUV as well as making the case for $FUV's growth potential of 20-60x!
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