Share this page!

James Stephenson Profile picture
Twitter logo
17 Nov, 6 tweets, 2 min read
@elonmusk is expected to join (live in a few minutes) the National Academies of Science, Engineering, and Medicine to answer questions from the Space Studies Board and Board on Physics and Astronomy (SpaceX stuff).

Link to live stream below: livestream.com/NASEM/events/9…
The chat moderator provided the following link to submit questions from the public that Elon may be asked at the end, time permitting.
forms.gle/ZuKxXmCJAgQgZZ…
The event has started.
“Obviously you can tell I’m a big fan of stainless steel. Stainless steel and I should get a room!”
— @elonmusk

🤣🤣
“The list of things the human mind can do better than AI gets shorter every year.”
— @elonmusk
Somebody uploaded a video to YouTube, for those who missed it:

• • •

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
30 Oct
Here's my latest Tesla forecast. Several of you, after reading one of my 69-tweet threads, requested a "420" thread, so here it is:

🍀 The first tweet has 4 green charts
2⃣0⃣ tweets in total

The last 4 of 20 tweets contain previously unreleased detail on 2022-2023.
$TSLA
/1
This chart shows Tesla's actual revenue by quarter.

Please note that Q4 2021 has not happened yet. 👀
/2
Here are the deliveries I'm forecasting for Tesla by site, by model, by quarter.

Rather than assuming GF4 will never build Model 3, I have just pushed it out 2 more years, which means I actually have an unannounced European model starting production before Model 3 now.
/3
Read 20 tweets
James Stephenson Profile picture
27 Oct
I dedicate this tweet to the Tesla haters who-- when confronted with the fact that U.S. legacy sales are in steady decline-- reply, "Sure, but you just don't get it, dummy: *their strategy* is to sell less vehicles!"
$GM $TSLA
investor.gm.com/static-files/c…
GM total revenue and EV market share have both fallen to their lowest level in 5 years:
And Cruise is losing more money than ever and borrowing billions from GM Financial to purchase autonomous vehicles GM manufactures. 👀
Read 6 tweets
James Stephenson Profile picture
26 Oct
Days it took $TSLA to grow mkt cap by $100B:

Days | Mkt Cap | Date

6,049 | $100B | 1/22/2020
161 | $200B | 7/1
19 | $300B | 7/20
37 | $400B | 8/26
90 | $500B | 11/24
13 | $600B | 12/7
28 | $700B | 1/4/2021
4 | $800B | 1/8
287 | $900B | 10/22
3 | $1T | 10/25
1 | $1.1T | 10/26
Wi1d .1Tmes!
“Hey, look!, it just dropped billions and billions of dollars over the last few minutes! It’s working! Only another trillion dollars to go and everyone will know how right I was all along!”
—Jim Chanos, probably
Read 4 tweets
James Stephenson Profile picture
20 Oct
$TSLA has blown my Q3 2021 earnings expectations out of the water (more analysis to follow):
tesla-cdn.thron.com/static/TWPKBV_…
"Quarter-end cash & cash equivalents decreased to $16.1B in Q3, driven mainly by net debt and finance lease repayments of $1.5B, partially offset by free cash flow of $1.3B. Our total debt excluding vehicle and energy product financing has fallen to just $2.1B at the end of Q3."
Tesla here is shaming the major credit rating agencies into an upgrade.

As @garyblack00 argued yesterday, it's preposterous for them to consider leaving Tesla rated below investment grade.
Read 8 tweets
James Stephenson Profile picture
17 Oct
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.
Read 4 tweets
James Stephenson Profile picture
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

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

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

:(