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”
2 years ago this month, @contrapositiv3 tweeted that $TSLA was:
“Still way overvalued”
(at a split-adjusted $45)
and
“Looking for another -$180 from here”
(split-adjusted -$36, to $9)
That is a large oof.
And I have saved the worst for last.
For reasons known only to this anonymous Twitter troll, he likes to spend his free time verbally assaulting a young woman for (among other things) wishing @elonmusk a happy birthday. 😳
For those wondering if Paul was right that “solvency is still a concern for Tesla”, I won’t leave you in suspense:
Hello, friends. I have updated my Tesla charts and quarterly earnings forecast through 2025 and will post videos publicly over the next 2 weeks (subscribe if you want early access).
Let's see some pretty charts for the first 34 slides.
1/69 $TSLA
Tesla may yet break all previous production & delivery records in 2024, as they've done for many years now. ... and I expect they'll do it again in 2025, 2026, 2027...
🚀 The S3XY growth story is really just getting started...
2/69
Tesla makes the two best-selling luxury vehicles in the world: Model 3 and Model Y.
Model 3 sales are still growing, but not by as much as Model Y, which continues ramping production up at both of Tesla's newest factories (Austin and Berlin).
3/69
Hello, friends. I have updated my Tesla charts and quarterly earnings forecast through 2025 and will make some videos tomorrow and post them publicly over the next 10 days (subscribe if you want early access).
Let's see some pretty charts for the first 30 slides.
1/69 $TSLA
Tesla will break all previous production & delivery records in 2024, by a wide margin, as they've done for many years now.
... and then they'll do it again in 2025, and 2026, and 2027... 🚀
The growth story is really just getting started...
2/69
Tesla makes the two best-selling luxury vehicles in the world: Model 3 and Model Y.
Model 3 sales are still growing, but not by as much as Model Y, which continues ramping production up at both of Tesla's newest factories (Austin and Berlin).
Hello, friends. I have updated my Tesla charts and quarterly forecast through 2025 and will make a bunch of videos about what's changed (subscribe for early access).
Q3 may not break many records, because factory upgrades limited production, but Q4 probably will. 📈
1/69 $TSLA
Tesla will break all previous production & delivery records in 2023, by a wide margin, as they've done for many years now.
... and then they'll do it again next year, and the year after that, and the year after that... 🚀
The growth story is really just getting started...
2/69
Tesla makes the two best-selling luxury vehicles in the world: Model 3 and Model Y.
Model 3 sales are still growing, but not by as much as Model Y, which continues ramping production up at both of Tesla's newest factories (Austin and Berlin).
Now that Ford, GM, and Tesla have all reported their first half of 2023 earnings results, I have updated my charts comparing the trailing 12 months' actuals against each other and the prior 7 years.
Despite selling less than half as many vehicles:
🧵 $F $GM $TSLA
... and collecting barely more than half as much revenue:
... Tesla is earning more profit: 🤓
(GAAP Net Income)
I have updated my earnings forecast model and charts with the record production & deliveries already reported for Q2.
Here's a chart showing the deliveries by model and production location in my forecast model:
Tesla doesn't report actual deliveries by model and production… https://t.co/knGxjzdKjMtwitter.com/i/web/status/1…
If you're used to seeing my forecast threads, this one's going to flow a bit differently.
I decided to lead off with the same 4 familiar delivery charts, but next I'm skipping straight to my EPS estimate and income statement forecast table, for those only interested in the… https://t.co/RyM8apPQu4twitter.com/i/web/status/1…
Here's a chart of the Adjusted EBITDA I'm forecasting for Tesla alongside the history of this profit metric going back to 2018.
I don't have any robotaxi fare or autonomous robot revenue in my forecast, but I do assume that FSD Beta performance will gradually but steadily… https://t.co/0LqPuzeuODtwitter.com/i/web/status/1…
I will record a series of videos tomorrow discussing these charts and my detailed forecast model, making 1 video Public per day at youtube.com/jrs97t (my subscribers will have early access).
The growth story continues. 📈
1/69
Earlier today, a notorious short seller claimed Tesla will never sell more than 400,000 vehicles in a quarter again... 🤣
Meanwhile, Tesla continues expanding global production of its S3XY lineup, and record deliveries will follow in 2023 and into the future.
2/69
Tesla makes the two best-selling luxury vehicles in the world: Model 3 and Model Y. Model 3 sales are still growing, but not by as much as Model Y, which continues ramping production up at both of Tesla's newest factories (Austin and Berlin).