Share this page!

James Stephenson Profile picture
Twitter logo
19 Aug, 5 tweets, 2 min read
You can watch ⁦⁦@elonmusk⁩ ‘s AI Day presentation (live) here:

It’s scheduled to start at 8 p.m. Eastern, 5 p.m. Pacific.
$TSLA
How late will the presentation be?
While you’re waiting, here’s a whole bunch of Tesla charts to look at. 😇
This evening’s overture was composed and performed by AI.
Well, sure, @karpathy. Any fool could’ve told you. 🤯 Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with James Stephenson

James Stephenson Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @ICannot_Enough

James Stephenson Profile picture
9 Sep
A hardcore smack down to gas cars:
$TSLA
Here’s a look at some of the cars the Model S Plaid beat.

Nurburgring record times per autocar.co.uk/car-news/anyth…

First up, this roomy and roofless number from Toyota:
Looks like the Plaid Model S beat this AMG by 26 seconds!

I wouldn’t want to try cramming 4 friends in it tho.
Read 7 tweets
James Stephenson Profile picture
25 Aug
What’s new in $TSLAQ Shortville?

A discussion of:
“Endless ignorance”
“Lack of understanding”
“A joke”
“Profoundly stupid commentary”
“A complete moron”

Were they apologizing for their past tweets?? (See thread)

No, they were attacking a guy helping people flee Afghanistan. 👀
Here’s a tweet from @economicmanblog in July 2019 (when Tesla was trading at a split-adjusted $50).
Here are some tweets from the self-described “Great” Paul Smith from one year ago.

“Solvency is still a concern for Tesla”
“They can never escape the lack of demand”
“They can never grow out of their declining ASP and sales”
“They can’t grow demand”
Read 8 tweets
James Stephenson Profile picture
15 Aug
Who's ready for a 69-tweet Tesla forecast thread?

This slide is an overview of my latest revision
The next 16 tweets in the thread are updated charts
The next 3 slides are executive summary tables
The final 49 tweets show my detailed forecast assumptions

🤓 $TSLA
/1
Here's how Tesla's revenue has grown over the years.

These are *actuals*, not my forecast.

2021 is looking very good.

/2
Here's a S3XY chart showing global vehicle deliveries by model and quarter.

I am projecting just over 850K deliveries for the full year 2021, which would make 70% year-over-year growth. 👀
/3
Read 69 tweets
James Stephenson Profile picture
11 Jul
Here is my latest $TSLA forecast thread (20 tweets), updated to include actual Q2 deliveries & other forecast changes.

4 tweets summarizing my forecast
11 tweets with updated charts
5 tweets with charts that didn't change, for those who haven't seen them

/1 Image
I expect Tesla to deliver over ~863K vehicles in full year 2021, which would be nearly a 73% increase over 2020. 👀🎉🥳🥂

/2 Image
I expect >$10B of Automotive Revenue in Q2: a first for Tesla (but certainly not for the last time).

The $0.1B charge to Restructuring & Other is the Bitcoin impairment I'm expecting.

SG&A should decline significantly due to less CEO bonus.

Both are non-cash expenses.

/3 Image
Read 20 tweets
James Stephenson Profile picture
26 Jun
The Allegory of The Hot Tub
[a thread]

A popular American company builds sexy luxury homes in 4 different floor plans ranging from large to medium size, the smallest having 3 bedrooms.
All models have various interior and exterior option trims as well as a pool (once merely an option, pools are now a standard feature) and an optional next-gen hot tub.
The homes are all very high tech, very safe, run on solar power, and have fun and unique features that make owners rate them the #1 most loved brand.
Read 14 tweets
James Stephenson Profile picture
15 Jun
Happy 3-year tweetversary, @DMC_Ryan !

Note: the vehicle pictured was not Ryan’s multi-coat red Performance Model 3, but @elonmusk obviously got his built eventually. 😜

Cc: @Model3Owners Image
The tweet that launched the Terrible TSLAQ Tent Tantrum of 2018. 😂🤣
A sampling of the tantrum, for those who missed it. 😂🤣 ImageImageImageImage
Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @ICannot_Enough has new unrolls!

Check out other threads from @ICannot_Enough!

Read all threads by @ICannot_Enough

:(