Co-Founder of @TwinBirchUSA (coming soon). My tweets aren't financial/investment advice. Co-host @OfficialXPod. BREAKING news. $TSLA investor.
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May 6 • 5 tweets • 2 min read
BREAKING: Elon Musk pitch deck for Twitter promises:
• Quintuple revenue to $26.4B by 2028
• Create $10B subscription business
• 69M users of Twitter Blue by 2025
• $15M in revenue from a payments business in 2023, $1.3B by 2028
• Hire 3,600 employees (after shedding hundreds)
• Raise free cash flow to $9.4 billion
• Twitter will add about $13B of debt as part of Elon's buyout plan. But he expects to pay that debt down as free cash flow is set to grow to $3.2 billion in 2025 and $9.4 billion in 2028.
May 5 • 4 tweets • 2 min read
BREAKING: According to RBB, @Tesla plans to massively expand its property around Giga Berlin.
Tesla reportedly wants to buy approx. 100 hectares (247 acres) of land located directly east of the Tesla site. Construction could roll as early as next year.
The land is between the RE1 railway line and the L23 and L38 country roads. rbb24.de/studiofrankfur…
May 5 • 6 tweets • 2 min read
NEWS: Elon Musk is expected to serve as a temporary CEO of Twitter for a few months after he completes his $44B takeover.
An SEC filing on Thursday revealed Musk secured approx $7.14B in equity commitments from friends & other investors to buy Twitter. cnbc.com/2022/05/05/elo…
Faber said Musk handpicked the investors. Commitments range from $1 billion from Oracle co-founder Larry Ellison to $5 million from Honeycomb Asset Management, which invested in SpaceX.
May 2 • 4 tweets • 2 min read
Here's a thread of some great @SpaceX & Starship related videos (some newer, some older) via Primal Space that I highly recommend watching. They do a good job of educating while keeping it simple.
How SpaceX Mastered Starship’s Welding
SpaceX’s Genius New Satellite Launcher
Apr 29 • 6 tweets • 3 min read
BREAKING: Elon Musk has filed two Form 4s tonight confirming he sold $TSLA worth a few billion 2 days ago on April 26th.
Filing 2: archive.fast-edgar.com/20220428/ARZDT…
The form says: This Form 4 is the second of five Form 4s being filed by the Reporting Person (Elon Musk) relating to the same event. The Form 4 has been split into five filings to cover all 138 individual transactions that occurred on two consecutive Transaction Dates.
Mar 30 • 4 tweets • 2 min read
Not Tesla related, but this is the craziest thing I’ve seen in a while 😂
Dyson has introduced Air-purifying headphones with active noise cancellation. They’ve been working on it for 6 years. It’s called the Dyson Zone.
Mar 24 • 5 tweets • 3 min read
BREAKING: All Tesla estimated delivery dates have changed in the US for new orders to the following:
• Model Y Long Range: Jan 2023-April 2023
• Model Y Long Range (with induction wheels): Oct 2022 - Jan 2023
• Model Y Performance: Jun - Jul 2022
Model 3 estimated times have changed to the following:
• Model 3: Jun - Aug 2022
• Model 3 Long Range: Jun - Aug 2022
• Model 3 Performance: Jun - Jul 2022
Mar 23 • 4 tweets • 1 min read
Just click the link and hit yes. You don't even need to sign anything.
Should Tesla and other car companies be allowed to sell directly to consumers in Connecticut? YES!
The yes vote is losing. Hit the link and click yes!
Mar 15 • 4 tweets • 2 min read
Tesla should have a site where Tesla owners can request features & all owners can upvote their favorite requests/features. Similar to Teslas earnings call questions process on SAY where the top voted questions get asked, every quarter the top owner voted feature would be made.
Obviously the feature requests would have to be within reason and not too take away too much from Teslas other projects, but think it could be a cool concept and something Tesla could do. Thoughts @elonmusk?
Mar 4 • 12 tweets • 3 min read
BREAKING: @TroyTeslike sources have told him the following info (he gave me permission to share on Twitter). There's a lot of new info so buckle up for a long thread!
Giga Berlin News:
• Test production is going well and has reached 100 units per day on some days. That suggests 500/week run rate when they start regular production.
• The aim is to get to 1,000/week run rate by the end of April 2022.
Mar 3 • 7 tweets • 3 min read
BREAKING: The Oklahoma House has passed bill 3994 tonight, with all 11 members voting in favor of it.
The passing of this bill is unfortunately expected to not only force Tesla to close their service centers, but also stop Tesla from being able to sell in the state.
Tesla had sent out a mass email about 2 weeks ago encouraging Tesla fans to contact their local officials to vote no, but it looks like those efforts were ultimately unsuccessful.
This presumably blocks everyone like Canoo, Lucid, Rivian, Fisker and Polestar as well.
Mar 2 • 4 tweets • 1 min read
Polls show more than half of Rivian customers are cancelling their reservations. driveteslacanada.ca/news/polls-sho…
In a poll of more than 3,400 customers on the Rivian subreddit, more than half (1.8k) said they are also not going to follow through on their orders.
Feb 3 • 6 tweets • 2 min read
NEWS: Kia Recalls 410,000-Plus Vehicles for Faulty Airbags
NEWS: Meta Platforms (Facebook) stock plunged 18.4% after-hours on weaker-than-expected earnings, forecast. cnbc.com/2022/02/02/fac…
Feb 2 • 4 tweets • 2 min read
BREAKING: SpaceX has introduced Starlink Premium.
• Bigger, more rugged antenna, more throughput
• Download speeds of 150-500 Mbps & latency of 20-40ms (similar to wired fiber optic)
• Q2 2022 launch
• Cost: $500 deposit, $2,500 for hardware & $500/month for the service.
Starlink currently has more than 145,000 users in 25 countries worldwide. This user base generates about $15 million in reoccurring revenue every month for @SpaceX.
BREAKING: Ford is planning a major reorganization to prepare for the electric future, using Tesla Inc.’s success as a road map and accelerating EV spending by $20 billion.
The effort is led by a former Apple and Tesla executive.
The plan is for Ford to spend an additional $10 billion to $20 billion over the next five to 10 years converting factories worldwide to electric-vehicle production from making gasoline-powered cars, according to people familiar with the plan.
Feb 1 • 4 tweets • 1 min read
NEWS: Daiwa Capital Markets has cut their $TSLA price target to $980 (from $1,150).
Daiwa Securities Group Inc is a Japanese investment bank that is the second largest securities brokerage after Nomura Securities. They have assets totaling ~$200 Billion en.wikipedia.org/wiki/Daiwa_Sec…
Jan 9 • 4 tweets • 1 min read
NEWS: Goldman Sachs analyst Mark Delaney has raised his price target on $TSLA to $1,200 per share.
Jan 8 • 4 tweets • 1 min read
BREAKING: Tesla internally targeting massive 48GWh Megapack production in 2023. That would be about $22B in Megapack revenue just in 2023!
BREAKING: Tesla's made several changes to the Model 3/Y that were highlighted in a new internal post. Some of these were previously reported. These changes apply to both Fremont & Shanghai built 3/Y models, & will be phased into new regions. Transition completed by Q2 2022.
• AMD Processor
• Li-ion Low voltage battery: Lighter than the outgoing lead-acid battery and is easier to replace.)
• Heated Wiper Park: Helps un-freeze wiper from lower section of the windshield. Feature can be activated from mobile app or center display.
Dec 20, 2021 • 9 tweets • 2 min read
A source has informed me of the following regarding Teslas Giga Berlin factory:
• Giga Berlin has built about 240 Model Y’s so far, with another 25 or so planned to be built this week.
Some of the cars are for crash tests, weather toughness and watertightness stuff (for example in Norway) and some are for testing the recycling processes in the factory. Some of those already built are being used for internal transportation inside the factory.