Andrea S. James
@AndreaSJames
Followers
14,091
Following
284
Media
285
Statuses
5,500
Finance exec & growth advisor | 3 kids & family life | stocks nerd | tech optimist | space & EVs | early: foster kid, 80s/90s NJ | LinkedIn andreajames123
Seattle
Joined February 2007
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
PayPay
• 243871 Tweets
Jokic
• 101721 Tweets
Joker
• 65388 Tweets
#PLEDIS_PROTECT_JOSHUA
• 51357 Tweets
Portable
• 46618 Tweets
Gobert
• 43411 Tweets
PROTECT YOUR ARTIST
• 42088 Tweets
ロッキン
• 39178 Tweets
アニメ化
• 36410 Tweets
$FURY
• 34739 Tweets
花ざかりの君たち
• 21164 Tweets
PRABOWOsiapkan KerjaTERBAIK
• 19620 Tweets
DPOY
• 19323 Tweets
KitaDUKUNG KitaSUPPORT
• 18911 Tweets
カエルの為
• 14630 Tweets
結束バンド
• 13394 Tweets
障害発生
• 11892 Tweets
San Isidro
• 11863 Tweets
#darbe
• 11494 Tweets
ペイペイ
• 11038 Tweets
坂本勇人
• 10790 Tweets
Pinned Tweet
A principle that I’ve been meditating upon for the past five years is that of non-dualism, non-binary, both-and, third-path thinking. It’s of looking for the path that reconciles seemingly opposing viewpoints. 1/
40
35
380
If Tesla cured cancer, the headlines would be, “Elon Musk puts oncologists out of business.”
164
380
6K
@WholeMarsBlog
They laughed at him and called him a clown and said it was impossible and then when he did it, they are trying to void his compensation. It is so unjust. It is wrong.
70
249
5K
@jimmybuffett
♥️ Some of it’s magic, and some of it’s tragic, but I had a good life all the way ♥️
rest in peace, Mobile son
36
131
4K
People work better with a deadline. 🌈
@xkcdComic
Could be very close call. Earth is ~4.5B years old & sun will expand to heat Earth beyond livable temp in ~0.5B years, so if advent of civilization took 10% longer, it wouldn’t have happened at all.
268
805
9K
34
204
3K
Quick fun $TSLA story thread, which speaks to
@elonmusk
’s leadership style. So, I’d been a stock analyst on TSLA since the 2011 IPO, and I knew that it was a get-it-done culture, where “it can’t be done” is a banned phrase. 1/14ish
63
327
2K
Of course
@elonmusk
treated going private like an engineering problem. No surprises there! TSLA knows now it is public b/c it wants to be, not b/c there’s no choice. Glad us little guys get to stay on board! Onward.
49
130
1K
Thank you! 🥰
- The *Actual* Smartest Tesla Stock Analyst Of ALL TIME
NEW
$TSLA
#Tesla
#TeslaStock
#ElonMusk
#Stocks
19
31
194
87
46
1K
Yay! Back to aliens, Mars, tunnels, snails, AI singularity, brains with computer chips, harnessing reusable energy, first principles and evolving humanity to the next level! 👏🏻
At risk of stating the extremely obvious, I am against threats of violence & abusive epithets in any forum. Please do not use them in my name or at all.
1K
3K
47K
17
57
1K
Up about 15x since this tweet.
Yesterday: Personal financial advisor: “Do you want to trim back on $TSLA? I figured you might have an emotional connection to Tesla.”
Me: “I have an emotional connection to making money. No selling $TSLA.”
25
56
531
46
63
1K
I love how fast information moves on X. There’s no filter between actors and their communication. The fact that the OpenAi team coordinated responses here highlights the leadership of this platform versus others. If you’re not on here, you’re behind.
31
77
1K
For $Tsla stock research, I phoned up some folks at Daimler in 2010 to ask them why they invested in Tesla. “Because they have technology no one else has,” they said.
27
52
897
Tesla Cybertruck can take a beating at attractive price. Bet they sell >250k units in 1st year of AWD, making it 4th most popular truck brand in US. General contractors will put logos on it. Park at trailhead or in city & relax. Popularity spreads from there. Gonna be awesome.
29
73
885
I recorded this 45 minute video about borrowing concepts from business and science to design a thriving life, both at home and at work. It might particularly resonate with working moms, and especially anyone coming back from maternity leave and feeling overwhelmed.
26
78
819
Friend (if you see this, hi!) asked me what I thought about Tesla fires. I responded, honest question, “There are about 150,000 to 200,000 vehicle fires in the US each year. I’m curious what other friends / owners of other makes and models you’ve messaged about vehicle fires?”
58
50
815
Fun because you’re working alongside a team of dedicated, competent & committed people. You can bet on a team and a culture like that. /14
#VortexofCompetence
9
18
689
After being back on Twitter for a little over a month, for the first time in any meaningful way since 2009 . . . Here is my assessment ....
@elonmusk
23
44
660
@Cleavon_MD
Am normally private, but want to help. Once pregnant, we’re told no lunch meats, no soft cheese - hyper vigilance protects baby. Covid vax decision is in this context. I read a ton, talked w/2 docs, & made risk/reward & civic duty decision to vax at 12 wks. Now 27 wks — all good!
10
52
566
Cybertruck demand is going to be lit.
12
28
574
Tesla was a frequent buyer of capital all through quantitative easing. It also bought the Nummi factory in Fremont in 2010 for $42 million (likely less than the land value), and bought a lot of the equipment for pennies on the dollar. Tesla was buying capacity as the auto…
What companies would you put in a ZIRP MOAT ETF?
Companies who used cheap money to build a competitive advantage that is now prohibitively expensive to compete with
Certainly Netflix, Amazon, and Uber. Who else?
52
15
326
7
34
576
Elon leads by reasoning from first principles, meaning that the only laws everyone must follow are the ones set by the physical universe. This spoke to me as I have always loved physics and comp sci and had chosen to study those things in college. /4
4
30
551
No. But he didn’t say that he was out, despite the media attempts to misconstrue.
(Shown: Push alert from the Public app, which unfortunately discredits itself.)
Also: Bears can’t have it both ways — “Elon is a liability! Short Tesla.” and “Elon is leaving! Short Tesla.”
It’s…
30
39
554
Yesterday: Personal financial advisor: “Do you want to trim back on $TSLA? I figured you might have an emotional connection to Tesla.”
Me: “I have an emotional connection to making money. No selling $TSLA.”
25
56
531
Just used full self driving for the first time. My 2019 Model 3 did so well it was almost eerie. It seamlessly signaled lane changes, exited I-5, took all the right forks, stopped at every stop sign, managed to avoid curbs, and handled traffic circles with aplomb.
There were…
31
46
544
Is being a Tesla engineer the best because you just get to build cool stuff all the time? This video is worth a watch.
Aside: My two-year-old watched with me and said, “Dancing robots! No way!” But he won’t remember a world without them.
There’s a new bot in town 🤖
Check this out (until the very end)!
3K
7K
32K
16
30
523
In 2016, when helping them with investor relations, I got to experience the culture for myself. Working at Tesla was like stepping into a vortex of competence. /5
4
24
518
Driving my Model 3, listening to music from the 1990s and imagining what it would be like for my 13-year-old self to see that her future was going to be fun and awesome. Do you ever listen to your own way-back music? It’s the happiest thing!
43
14
513
What’s happening to $TSLA is called a re-rating — it’s not a short squeeze but a new reality and realization pricing in. It may sell off a bit, but barring a major Tesla-toe-stub, won’t go all the way back.
23
59
493
Best story I heard personally was from Peter Rawlinson, former chief engineer of the Model S. He said Elon wanted the cylindrical battery cells in the floor of the car, which presents so many challenges no one else would attempt it. But Elon just said, “do it.” And so, they did.
3
17
439
Peter teared up when he saw the Model S driving around the test track at a drive even in fall 2011. That was cool to experience. Aerospace engineers are the same way at sat launches & first airplane flights. Engineers all give birth to their babies, too. /3
2
16
428
“Oh,” says the Gigafactory on site manager, totally nonchalantly. “We’ll have to take the wall off.”
I was stunned. When we asked if we could have it delivered, answer was simply, yes, not “yes, but.”
Silly me asking about walls and doors big enough and stuff. /10
5
15
422
Thank you,
@herbertong
, for the opportunity to connect with your audience and cover so much in an hour! Toward the end, I hoped to normalize knowing thyself as a private investor — we all start where we start, and our risk tolerance is deeply personal to our circumstances.
Are you a $TSLA Bull?
Check out this clip of Andrea James, a Wall Street Analyst destroying a Tesla Short in 2013. Classic and will live on forever in Tesla's history.
@elonmusk
After watching the clip, see the full interview.
55
59
492
55
27
398
Imagine in 2018 you signed up for a meal plan with a Michelin star chef who would cook you a meal every night. You would only have to pay if the chef fulfilled all the meal obligations and you were made very satisfied. This was kind of cool, you only paid for performance and if…
45
62
407
When $TSLA is all promises & flashy lights, critics say there's no substance. Now we get substantive Q4 report & outlook, and critics say story is dead. Tesla's humming: Will prove out profitability on lower cost M3 variant, expand overseas, intro MY, and all will be well.
14
37
356
This argument is unfair to both management teams and employees of companies. It essentially confuses capital gains with income for effort -- which seems to be a logical flaw that is coming up a lot lately.
If I am an investor in a company, but I do not work at that company, then…
13
39
355
This is the thing. You can’t procure machines to make parts that never existed. Tesla has to make the parts to machines to make the parts to the vehicles. Invention is only the beginning. Innovation *at scale* is everything.
@ajtourville
Fiber is wound over rotor at high tension load. Machine to do this was made by Tesla Automation.
Carbon sleeve must put copper rotor in compression or it loosens at low temp due to differential thermal expansion.
Preload is also helpful for maintaining precise gap to stator.
362
330
6K
5
28
335
The events team had assembled with iPads to check people in and hand out badges. I marveled at how it all came together. We all worked over the holidays to put on that event, and it was a lot of hard work, but it was also fun. /13
2
10
345
This is well stated from Elon, and reasonable, and hits upon the exact challenge the comp committee faces: How to design comp that is fair to Elon and keeps him engaged and motivated at Tesla, while also designing something that shareholders will accept. (Remember these things…
@heyitsyashu
I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned.
Unless that is the case, I would prefer to build products outside of Tesla. You don’t seem to understand…
2K
1K
11K
22
32
330
Wait, I haven't been paying attention. People are still talking about hydrogen fuel cells? Why?
40
14
322
If Tesla hadn’t performed extraordinarily well, Elon wouldn’t have made any* money at all during that period. His whole comp package was tied to performance. This was a giant risk for him.
*He received minimum wage, I believe, per state law
6
20
324
I’d love to share some knowledge I have about
@FDICgov
. FDIC is an *independent* government agency — not funded by tax dollars. … I worked in the division of information resources management at FDIC (basically IT) from 2000 to 2003. /1
11
73
316
By the time my plane landed in Reno, and we arrived on site to welcome investors, the Model 3 was safely in place and folks were putting the finishing touches on the paint on the wall in the lobby. /12
1
9
315
We planned this thing over the winter holidays and at one point, the IR team asked if we could have the Model 3 show model on display in the Gigafactory lobby. The response we got within five minutes: “Sure. Done.” /7
1
10
315
Best story I experienced personally was: In Jan 2017, we were hosting a Gigafactory 1 investor event, in Sparks, NV. We timed it in conjunction with CES, and so investors flew up from Vegas to Reno to attend for the day. /6
1
12
313
Thank you
@ev_stock
for this summary of my stock calls on Tesla going back a decade! The look on my face at the 4:50 mark cracks me up. I have always had zero poker face.
43
20
301
Our family is making the leap today to being an electric vehicle only household. Donating our Jeep to the local office of
@DAVHQ
, our preferred charity.
#GoElectric
#TheFutureIsHere
#ZeroEmissions
#SupportVeterans
@Tesla
15
25
298
Tesla bulls in 2028: Enjoying our gains and reminiscing. “Remember that summer that ...” “Just stop. We don’t talk about summer 2018.” ...”Yeah, that was all weird.” Moment of silence. Change subject.
19
30
288
“You want a truck that’s really tough? Not fake tough?” —
@elonmusk
describing the Tesla Cybertruck made of the same steel alloy as SpaceX spacecraft. Also has armor glass. LOL How can you not love this company?
10
27
295
The car arrived within 12 hours of the start of the event, having crossed the mountains. It was raining and snowing and they got the car inside without getting it wet. /11
1
9
291
$3.02 in non-GAAP EPS annualizes to $12 in annual earnings power and an ability to generate cash and pay bills and add to cash on hand, and in a *snap,* $300 per share $TSLA doesn’t seem expensive. What a ride. 🎈🍾🎉
19
68
285
In the coming days, I learned what that entailed. The Model 3 show car was a $20mm model (or something like that.) It couldn’t get wet. It would need to be loaded into a covered truck and driven over the winter mountain passes from Calif. for our event. /8
2
10
287
At one point in Dec., preparing for the event, I was standing in the Gigafactory lobby and looked around and saw that there is no door wide enough to let a vehicle through. I go, “How will you get the car in the lobby?” /9
1
10
277
People knocking the Tesla
#CYBRTRK
cyberpunk design aesthetic. Do you even truck, bro? Target demo listens to synthwave, likes tough stuff, likely skews masculine. Tesla nailed it.
19
17
272
Love this series of essays in defense of
@elonmusk
. A lot covered. The only thing I'd add is his geeky sense of humor. As you can see on Twitter, he is really ironic and funny.
13
60
267
@elonmusk
Just back from 1,300 mile round trip in the X100D from Seattle to Sun Valley skiing with two wee ones. Better than flying!
11
11
250
@BillAckman
@SVB_Financial
To be sure I understand, your position is that there could be bank runs of folks withdrawing cash and putting it … where exactly? Overseas banks? Other US banks? Absent cash in physical form, I don’t see how your prediction comes true when dollar amounts are electronically…
133
5
255
When friends casually mention they’re in the market for a new car, I literally start laying out EV arguments in my head. 😂
9
23
241
I’ve been on this platform for 15 years now! Gosh, I remember turning from Twitter skeptic to fan in ‘08. Platform was very notfun for me in 2013ish, ppl gross and mean b/c of my TSLA bull position. Today, Teslaverse is amazing, supportive! Grateful to all the kind, witty people!
18
6
242
My one sentence summary is that the court believes that Elon’s compensation package — which tied pay to performance — was not “fair” because everyone around Elon genuinely likes him or has benefitted from Elon’s value creation, and that fact was not shared with shareholders at…
16
31
236
Have always appreciated Trip’s work! This is a great clip.
Trip Chowdhry tells Gordon that Waymo cars look like reindeers 🤣. “Which competition are you talking about?”
#tsla
#gordonclown
127
186
1K
11
8
237
@SquawkCNBC
@elonmusk
@SecretaryPete
“cars that you just use to zip around cities” 🤦🏼♀️ What company has deployed its capital to build a nationwide supercharging network and features vehicles that get the longest range per charge?
@Tesla
@elonmusk
7
11
232
@BaneOfCovid
I have no idea why this is popping up in my Twitter feed but I feel compelled to respond.
Disclaimer: I've been both a landlord and a tenant, and am unfamiliar with the laws in New York. Will assume your interpretation of the law is correct.
The matter has been escalated, it…
12
0
230
@AustenAllred
I share your frugality— traded in a 2000 Ford Focus for a Model X. The fact that u are statistically less likely to be injured in a Tesla vs any other car (per NHTSA) made me ask, “How much would I pay to keep my kids safe in an accident?” Conclusion: This is what money is FOR.
10
37
229
Goosebumps watching this. Wow, Tesla. The rate of change is increasing.
In the Harry Potter book published in 2003, Harry's godfather Sirius gave him a magic mirror and said they could use it to communicate when they were apart.
Imagine having something in your school bag…
14
16
225
It can feel weird if your personal fortunes are rising ($TSLA & BTC investors, ahem) and you see a lot of people tired or hurting. In 2009, I was a struggling journalist who was so financially fearful, I sold all my jewelry for cash. Today, I own a healthy portfolio. Dizzying. 1/
11
13
223
Anthropologist Edward Hall's 1976 book, Beyond Culture, was probably the single most helpful framework I've ever read in understanding the different ways people communicate. Specifically, his illumination of high context vs low context cultures. 1/13
15
37
215
Frak, does anyone else get goosebumps and tears in their eyes about everything
@SpaceX
does? I love how they make excitement about the cosmos accessible to everyone.
Tomorrow’s test will demonstrate Crew Dragon’s ability to separate from Falcon 9 and carry astronauts to safety in the unlikely event of an emergency on ascent
239
2K
18K
10
5
209
I tweeted this three months before $TSLA announced it would close many retail stores. All the hints were there.
Step 1: Separate inventory, service and sales functions and sell cars out of malls.
Step 2: Convert vehicles sales to Internet purchases. Relying more on user reviews than firsthand experience is totally where market is going. Same as shoes, clothes, furniture, and other gadgets.
8
9
115
10
20
206
TSLA to employees: Let’s all pitch in to deliver cars over the holidays!
Biased media outlet: “delivery staff has at times not been large enough to handle peak workloads”
Long investors & TSLA fans: Flexible staffing solution + customer experience training, yay!
9
16
201
As I continue to put my friends into Tesla vehicles, one thing that gas-car people have trouble wrapping their heads around is that *where you sleep is the refill station* with an EV. We need more charging ports in apartments, condos and homes — not necessarily on highways.
17
17
202
Y’all. Helped convince my bff to buy a Model Y. Her husband just pranked her with fart mode on a road trip, and she was convinced her tooting toddler so. was about to have a big 💩 accident. 😂 💀 I’m dying laughing. 💨
9
8
197
Cylindrical li-ion battery cells with tabs are *so* last century. As excited about Tesla as ever. The cost per kilowatt-hour equation is the key one to solve — so no surprise that battery day focused on that. It was an excellent update showcasing continued long term potential.
8
12
200
🤜 🤛 Go Tesla.
Been looking forward to this day, when $TSLA would
@AndreaSJames
's price target of $500! Congrats to my fellow longs 😎
3
5
59
8
16
192
$TSLA down 10% on job cuts and commentary about reduced Q4 profitability. This company is so mission-focused -- this is to support a $35k Model 3 variant -- I'm encouraged by the constant course correcting. (8-K link: )
19
25
185
This isn't like a, "whose team are you on?" type of thing. This is a laws of physics thing. It's not efficient to isolate, store, and deliver hydrogen. If you want zero emissions, direct EV charging via solar power is the best answer.
16
14
185
@elonmusk
Maintaining your ownership stake gives you more freedom to take risks, guide Tesla forward. Prefer you to not sell down your percentage. Taxing unrealized gains doesn’t make sense. Also, tax gain since when? Marked to cost basis? Marked annually? Suspect it won’t be implemented.
11
7
184
Want to highlight this tweet reply by Elon. In 2016, Tesla took a risk and rolled out full self driving *hardware* to all cars ahead of its ability to fully monetize it. 2.5 years later, Tesla has a fleet of 400k vehicles and leads the world in training data for the software.
@Erdayastronaut
@kneibert
Your interventions do train the NN, but we first verify that the training doesn’t cause other issues, so expect step rather than continuous changes in capability
50
51
1K
3
24
180
Lost Mom at 12, but two pieces of advice stuck with me. “Did you try your best? Then that’s all that we can ask for.” And, “You have to take the good with the bad, with people.” ...She also said future boyfriends had to come to the door. Not allowed to sit out front and honk.
10
5
168
I believe
@elonmusk
means everything he says, but doesn't layer in tons of context. Is truthful as he sees it and defiantly believes that should be enough. Wall Street constantly probing for 3 levels of meaning and TSLA is like, "What 🤷♀️we're just being honest (or funny.)" 12/13
5
13
164
@Austen
@LambdaSchool
I remember when
@elonmusk
sent an email about you to the whole company. Thank you for starting Lambda School, an incredible company that solves the real problem of higher education cost bloat.
1
0
167
1) People asking me what I think about TSLA going private. Thought I’d share here:
11
36
157
@SteveWiesnerSMB
In summer 2018, I hired a health coach. I try not to post about it too much because I don’t want to sound too preachy about it. And people can get super tribal quickly over food.
That said, I am compelled to respond because online communities are great for making healthier…
18
11
166
PSA:
@Tesla
Model X 100D can do Seattle to gorgeous Cannon Beach, Ore., on a single charge. Plug it into a normal outdoor outlet, stay a few days, drive back. Electric cars make for magical road trips.
6
13
157
In my corner of X, there’s a lot of chatter about the backgrounds of Harvard extension school grads compared with the “real” degrees. 🍿
It highlights a truth we all must contend with: There are people who will see themselves as superior to you and others for some reason or…
17
18
152
In an insane world, the most sane will appear mad. What would we do without our visionaries? ❣️
6
17
157
@elonmusk
Elon’s brain: “Hey wouldn’t it be hysterical if one influential billionaire business magnate trolled another billionaire business magnate? ...Oh wait, I can make this happen.” ...whips out phone...
1
5
144
Man, it’s exhausting leaving the house and treating every surface like it’s raw chicken.
8
8
144
Never assume conspiracy when mere incompetence will do.
5
22
144
@graceclarke
Speaking only for myself, I am deeply fulfilled being a mom. And it gets better and better as they grow up. Having kids didn’t bring me happiness, it brought me peace of purpose and personal growth.
In 2011, my husband and I were in Mexico on a yoga retreat at the beach and we…
6
9
138
1
3
140
