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James Stephenson Profile picture
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18 Dec, 5 tweets, 2 min read
Strange how upset Elizabeth Warren got when— rather than “freeloading” (by just quietly accepting her public insults)— @elonmusk gave them right back to her.

Almost as though she didn’t want anyone accusing her of being… Image
For those unfamiliar with what’s happening:
And Elon’s replies referenced in the ads, from 3 days ago:
You may wonder how a humble multimillionaire U.S. a Senator can afford to spend huge $$$ on Facebook ads, but if they drive enough campaign donations, you can afford to pay for not just the ads but also a private jet…
… especially if you can target those ads to be seen only by the people least likely to recognize them as untrue and most likely to donate, which is a feature Facebook provides based on its incredible depth of information on individual users.

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More from @ICannot_Enough

James Stephenson Profile picture
17 Nov
@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.
Read 6 tweets
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

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