Time to re-run this poll question from 2 years ago:

Answer *only if you own a Tesla*

(all may comment below)

2-part question:
1️⃣ Did you buy in the U.S. 🇺🇸 or Other country?
2️⃣ Have you ever spent more money? (on a non-Tesla vehicle)

$TSLA $TSLAQ
Here’s how “The Tesla Stretch” poll turned out when I ran it in 2019:
With 12 hours left to go on this 24-hour poll, here are the early results.
What I find remarkable is how similar these numbers are to when I first ran it 2 years ago.

Obviously-non-scientific-because-most-respondents-follow-me-on-Twitter-but-still-useful-for-measuring-change-relative-to-itself-over-time.

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More from @ICannot_Enough

14 Oct
The most common question on the forecast thread I posted last night is why I'm not forecasting Q3 earnings to be a lot higher than Q2's, given that the deliveries rose so much.

I created this waterfall chart to show why. It walks from Q2 Actuals to my Q3 forecast, by line item.
Yes, the volumes were up, and yes, I expect the volume increase to drive additional revenue, but the associated costs will also increase with the volume and higher rates Elon warned of recently (chip shortage, ship shortage, expediting and flying parts all over the world, etc.).
SG&A Expenses will also need to go up related to all of the hiring in Berlin, Austin, and elsewhere around the globe not directly related to the factories, so I'm forecasting that "fixed" expense higher by $0.1B.
Read 4 tweets
14 Oct
Here's my latest Tesla forecast, in the customary 69-tweet format.

Even with this score of charts, I cannot underscore enough: the $TSLA growth story will continue for many years to come.
/1
Here's how Tesla's revenue has grown over the years.

These are *actuals*, not my forecast.

In a week, we'll know the Q3 figure. I'm guessing it'll be a new all-time record over $14 billion.
/2
Here's a S3XY chart showing global deliveries per quarter.

This is the first time I'm tweeting my forecast through 2025.

I'm forecasting 896,024 deliveries in 2021 which would make *almost 80% Year-over-year growth*. 👀
/3
Read 69 tweets
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
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
19 Aug
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. 😇
Read 5 tweets
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

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