Emmet Peppers
@EmmetPeppers
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Following
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Media
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Fallibilist | Founder - Good Soil Investment Management | @GoodSoilInvest | Interests: Investing, Tesla, New Tech, Ketosis, Podcasts
San Francisco, CA
Joined June 2009
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Last Seen Profiles
Pinned Tweet
With all of us 'retail' shareholders holding 30% of $TSLA shares for this vote to get Elon back his comp plan, it is IMPERATIVE to not only vote yourself, but to actively ask friends and family who have shares to go to asap to put their votes in
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My
@elonmusk
$TSLA "Product Roadmap Update" Interpretation:
Demand is off the hook for existing models so it doesn't make sense for us to introduce new vehicle models until all supply constraints can first catch up to that ever-increasing demand
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Here’s example of
#1
reason to own and drive a Tesla:
A very close family member was T-boned bad in her 1-2 year old Model Y the other week, thank goodness she walked away unharmed…the driver that T-boned her in Ford Expedition left in ambulance…pictures and description below:
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1/An old friend from upstate NY sent me this video of his
@Tesla
AWD Model Y spinning out on black ice, says “pretty sure the car took over as I spun out and pulled off the road so I didn’t get hit from behind…”
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I believe $TSLA will be very widely accepted as “the stock of all time” by the end of this decade
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Picked up Cybertruck Tuesday, didn’t tell my kids, and then this happened…
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I am using full self driving beta for first time. It is life changing. $TSLA
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ASTONISHES me how many folks on Twitter think
@elonmusk
is disingenuous or deceitful...one interesting “signal” is that an unusually high proportion of these views hide behind anonymous Twitter handles
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Twitter can be like getting cheat codes for life when used properly
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I’m convinced the most self-less person alive combined with the person with the greatest problem solving/engineering skillset is Mr. Elon Musk.
It’s bizarre that at the same time so many in press/media and politics try to make him a villain.
It’s like if you programmed a
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I’ve never seen $TSLA investors as divisive as they are now
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For good reason, almost no one wants a non-Tesla EV
Soon enough, almost no one will want a non-Tesla car
$TSLA
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So bizarre how the one individual who is helping the world the most is getting so much hate from media and Twitter Mobs for trying to do his best to help prevent increasing/escalating chances of Nuclear War
Thank you
@elonmusk
Please know: # people grateful >> # vocally hateful
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The most obvious “planted” question I’ve ever seen…takes out note card on queue to read specific stats given to him to answer it with with his clever planned punchline at the end is my guess
“Lots of luck on his trip to the moon.”
— President Biden responds to Elon Musk saying he has a “super bad feeling” about the economy
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Tesla stock will split again, just a matter of when $TSLA
A split does not change fundamentals but I am in favor sooner bc it does give opportunity for more people to buy shares who do not have easy access to fractional shares
@elonmusk
@hiromichimizuno
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@elonmusk
Time to increase security dramatically. Worst case is it’s extra money not necessary and a bit of extra friction to travel, best case is it saves your life from assassination attempt
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When the Batmobile’s in the shop, the Cybertruck steps up.
Batman’s latest ride for picking up Catwoman for the ultimate superhero party date
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@ZelenskyyUa
@madmanx89
@elonmusk
how about one that wants to minimize human life being lost, that is the choice you are missing
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Will be seen as controversial take/fanboy, but I am definitely MORE bullish than I already was on $TSLA stock right now after learning
@Elonmusk
just sold more shares
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I can't help but wonder if today and coming days drop in $TSLA might be the last great buying oppty
I can't imagine Q2 delivery numbers not being way better
I can't imagine FSD take rate not inching up already
I can't imagine FSD not getting better still from here
I can't
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Some bears say
@elonmusk
is just a good “salesman”
I actually don’t think his language is especially persuasive like a typical salesman, I think they say it bc most of us believe him when they don’t bc we’ve learned that Elon actually delivers on what he says
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My buddies I raced against last videotaped it, they got a 4-5 second head start
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I’ve been told bc of this recent Tesla China price drop:
"the Website of Tesla China is down now without access…showroom is exploded with customers in"
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Merry Christmas to all!
I got an early Cybertruck surprise!
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I have never been more confident in
@Tesla
the business and its future
$TSLA the stock in the long term will align with the business, but over any given time period the stock can do seemingly crazy things
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$RIVN indicated opening at $125 per share?!?!?!? That’s close to $120bn valuation (1/8th of $TSLA)
Am I living in a different reality?
😱
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Hooray! 🙌 for
@elonmusk
agreeing to do interview with the likes of
@heydave7
and
@TeslaPodcast
, but sad he will no longer be on $TSLA earnings calls 😢
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I will argue that if there is any entrepreneur who should NOT have to pay taxes, it is
@elonmusk
.
He already deploys capital SO MUCH more efficiently than any govt ever could to better the world.
The pressure for, him in particular, to give X capital to govt feels very tragic
@elonmusk
You have a historic ability to generate ROI vs. govt waste
Why not instead donate 10% of your $TSLA capital to some higher cause the govt fails at? (Eg. Help evolve our educational system)
U could coordinate, or even delegate, use of that capital MUCH more efficiently than govt
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"Tesla will be most valuable company in the world"
@elonmusk
I believe this to be the case too
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$17m per year for top $TWTR censorship lawyer? Wow!
Twitter's 'chief censor' making $17M per year could be fired by Elon Musk
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Not investment advice and could be very wrong:
I believe greater than 50% chance that a significant rally in $TSLA stock (back towards and above $1 trillion market cap) will occur once there are solid indications of increasing FSD take rates. This actual increased take rate I
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Dave is killing it with his in depth interviews with all the top TSLA community folks, soon there will only be one left...
@elonmusk
when will you agree to an in depth interview with
@heydave7
?
Feed us!
Doing a livestream today at 4pm ET with
@SawyerMerritt
. Should be fun!
Where Is Tesla Headed in 2021? w/ Sawyer Merritt (Ep. 294)
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It is a top life skill to be able to identify the smartest person in the room vs those trying to be the smartest in the room.
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@JLynn2k22
@charliesheen
@elonmusk
While in line for that $9 green tea matcha Mocha Frappe -Rainbow sprinkles Starbucks drink
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many folks who follow me have seen plenty of $TSLA pumping so I won't add to that now, but what about the true benficiary of this deal? the company now in line to become the biggest Robotaxi fleet operator in the world
🤔
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Not investment advice:
In my personal IRA I had some cash available and bought Jan 2024 1500 strike calls for under $100.
Stocks could dip further over coming days/weeks, but sooner or later when volatility subsides I believe TSLA will trade up again on its fundamentals
$TSLA
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Crazy world we live in where Chinese govt is friendlier to top American company of our time than the US govt.
As an American and $TSLA investor/fan, it is bittersweet to realize Tesla may have brighter future in China than USA.
#ShameOnPOTUS
@POTUS
Qin Gang is current Chinese ambassador in the US. He shall never meet with any private sector entrepreneur without prior approval. I bet White House is fully aware of this matter too.
Something very big is going to happen!
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47.7k signed, let’s get it to 50k! Super easy to sign if you haven’t yet
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Maybe I’m biased as a long term $TSLA investor for over 12 years now but I believe this is the best $RIVN will ever look for investors at $23bn valuation and it’s all downhill from here so beware
Once Cybertruck is officially out demand of their top product will drop.
If it
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My interepretation of what
@Elonmusk
just said:
$TSLA stock buyback is coming...board is just waiting a bit to make sure recession isn't worse than 2009
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These Tesla price cuts in US are clearly a step back for margins in Q1 (maybe Q2 too?) and my gut says $TSLA stock may drop significantly, anywhere from 5-20% tomorrow/Monday as either one day or two day drop
Just another week in the life of being a $TSLA shareholder
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In 10 years $TSLA will be largest company in world but Starlink will also be one of largest. Advent of real-world AI in coming years I believe will make this more clear.
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Today is a big win in my book for $TSLA being close to flat. It was the largest drop in ~2 years for tech stocks (Nasdaq) down ~4.5%
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Most people binge watch a Netflix series on a free night, i binge a ton of new
@Tesla
FSD beta videos…every new release going forward will be like a new season to binge watch
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Whether it’s 190k or 210k Q2 deliveries it’s a historic success for $TSLA
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How the heck is the general public not knowledgeable enough to know Tesla is the no-brainer choice here for 90% of current millions of Camry/Accord/RAV4 buyers?
Tesla’s lack of public education efforts greatly disappoint me…instead they will continue to cut prices I believe
Starting prices:
• Tesla Model 3 RWD (with federal incentive): $36,240
• Toyota Camry XSE V6: $36,645
• Honda Accord Touring Hybrid: $37,890
• Toyota RAV4 Hybrid Limited: $39,030
• Honda CR-V Sport Touring Hybrid: $39,100
• Tesla Model Y AWD (with fed incentive): $39,490
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Tough week to be $TSLA retail investor…these type of downward moves happened many times in past…
But zoom out and the stock is still over 100x bigger than ~10 years ago though.
I have faith it will be many multiples bigger in another 10 years from now
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@elonmusk
You have a historic ability to generate ROI vs. govt waste
Why not instead donate 10% of your $TSLA capital to some higher cause the govt fails at? (Eg. Help evolve our educational system)
U could coordinate, or even delegate, use of that capital MUCH more efficiently than govt
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@jasondebolt
Very true, best companies’ stock always feel expensive as they ascend into greatness, $TSLA is on its way to becoming king of all the greatest companies we’ve ever known
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I’m not in GME, but think free market price discovery should be allowed, ‘market forces’ should be judge if GME market cap at this time should be 3bn or 30bn or 300bn. Anyone shorting anything should be held responsible and accountable for their tail risk IMO
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Here's an interesting question: IF $TSLA somehow guaranteed convincingly that it will NEVER issue more TSLA shares, why couldn't TSLA shares become a better proxy for digital gold than $BTC?
@elonmusk
(it does take away whole mining aspect)
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@AOC
@ShawnFainUAW
I’d be ok with this celebration if there wasn’t such an obvious double standard going on:
Why can’t you congratulate Tesla and it’s 100k+ workforce for being the first to make millions of electric cars attractive and affordable?
Why can’t you congratulate Tesla for being the
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@elonmusk
seemed interested to speak directly with Jerome Powell
@federalreserve
when asked
Please retweet this if you think this should happen
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Bloomberg reporting that new updated Model 3 to be showcased be Elon in China
$TSLA
👀👀👀👀
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@elonmusk
I find your openness and sincerity refreshing. Just continue to be you and don’t worry about stepping on toes of people who will disagree with you on X or Y.
Free speech and free thinking for the win!
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@TeslaPodcast
@elonmusk
Instead of thinking of it as an EXTRA interview being asked of you
@elonmusk
, it’s more like if/when you decide to do any further interviews, please consider Rob and Dave’s channels to be near top of list.
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My initial Tesla's FSD Beta 12 review: A Quantum Leap Towards Full Autonomy
I was thrilled when my wife's Model X received the FSD Beta 12 update last night, without any special request on social media or to Tesla. As a data point for wide release, this is a promising sign.
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@chamath
the average American kids eats more sugar by the time they are 8 years old today than a American did in their whole lifetime 100 year ago
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ROFLMAO! Am I in some parallel universe
@Tesla
doesn’t exist in? Is govt run by commercials??? Felt sort of like one of those games where the card says: “Start timer and have detailed 5 minute conversation about EVs Made in America and Solar without mentioning the word “Tesla””
Folks, I’m a car guy – and I firmly believe the future is electric. Gina McCarthy and Secretary Granholm hit the road to talk about the Bipartisan Infrastructure Framework’s historic investments in electric vehicles and how we’re going to ensure the future is made in America.
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What happens when a non-Tesla mass-produced-EV inevitably has a problem like this?…wait, we got a preview with the Bolt recall recently.
Yikes! Bad news for all other EVs
$TSLA
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Elon is a recruitment machine, love it as a long term $TSLA investor!
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More and more investors are starting to see the path for $TSLA to become largest company in world by profits and revenue… largest stock market cap in word will precede that by X years
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"Bulls make money, Bears make money, but Pigs get slaughtered" I have closed ~80% of my remaining Jan 15 calls from S&P trade...kept ~20% with intention to take assignment of shares adding to my core TSLA long-term share position
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Let’s remember that
@tim_cook
hasn’t taken any meaningful risk ever, Jobs took all the risks and Cook reaped the rewards...Car from ground up would be a big risk, not Tim’s style
@wintonARK
During the darkest days of the Model 3 program, I reached out to Tim Cook to discuss the possibility of Apple acquiring Tesla (for 1/10 of our current value). He refused to take the meeting.
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Was a great Space by
@TeslaBoomerMama
We get to glimpse into the mind of
@RealDanODowd
as he further positions himself to be Tesla FSD Beta critic
#1
.
I believe he is genuine in that he’s convinced himself he is trying to help save lives. However, after listening to him for
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I have never been more excited about the future of Social Media in general now knowing
@elonmusk
will be able to unlock Twitter to become the most useful version of whatever Social Media news/info/discourse evolves into from here
$TWTR
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Legendary investor
@JimBreyer
on
@CNBC
interview just now talking how Tesla has at least 5 year lead on manufacturing vs. anyone else. Says he’s walked the manufacturing lines of various car companies to see for himself $TSLA
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Update on my TSLA thesis going into the weekend:
I keep thinking, WHAT TSLA BULLs will sell 120mm+ shares of $TSLA over these next few weeks on the eve of record-breaking 4th quarter deliveries, 4th quarter results, 2021 guidance, and new factories coming online ⚡️
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Consumers get a new car every 4-5 years on avg
Consumers get new phone every 1-2 years
-iPhone introduced 2007, how long did it take to dominate?
-Model 3 introduced 2017, now think about how much further we still have to go in curve of Model 3/Y domination
$TSLA
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I’ve never met a market bottom where there was not a ton of panic at the lows right before the markets turned back upwards. Maximum fear tends to be where the bottom lies…not sure if we’re there yet, but there’s certainly a lot of fear in the air
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Best quote of the day by Adam Jonas just now on
@CNBC
interview:
"our message to investors is you have to take your medicine and get that Tesla vaccine in your portfolio to be able to take risks elsewhere"
$TSLA
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What you need to do:
Email pra.comments
@irs
.gov
Put “OMB Control No. 1545-2137” in subject line
Type in that you think tesla Model Y 5 seater should be included and silly that it’s not from the beginning
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Forest from the trees view:
Tesla will become largest company in world by both total revenue and profits by end of this decade (if not sooner).
This means they should become largest company in world in terms of market cap several years before that.
$TSLA
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@elonmusk
@DavidSacks
Why not invite
@georgesoros
for a respectful debate/discussion.
I assume he’s not an evil person, let’s try and figure out why from his perspective doing these things are the right thing to do.
Open discourse
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Same politician 100-150 years ago: “instead of supporting Edison and Ford build light bulbs and cars we should be get more candles and and horse stables”
What if instead of helping billionaires fund their space hobby, we invested in working people here on Earth?
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Super bullish!
Hope some of us on on here were able to load up the truck with more $TSLA last 3 days as Elon gave us one last great fire sale opportunity here
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Sucks for CA but probably best for Tesla long-term anyways as it grows into biggest company world has ever seen $TSLA
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I think 20:1 or even higher $TSLA split would be best.
Why?
Just do it once if possible so share price is low enough for all, or 2 times over 10 years vs 5+ times over 10 years.
In the end, stock market cap will be worth the value investors give its fundamentals
@elonmusk
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Could AI day show a humanoid robot driving a Tesla and stopping to get out and deliver a package to someone’s front door? Then get back in car and drive off? 🤔 $TSLA
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I’m feeling very good about how market is digesting major $TSLA overnight price cuts…to me it says we are moving out of “growth stock expectations” mode (infinite demand expectations, etc.) and Tesla can once again surprise market to upside in future
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I’ll bite, my guess is $TSLA goes up $50ish tomorrow. Would be very surprised if it’s a down day but it HAS gone down after other historic unveilings (Battery Day, Autonomy Day, Cybertruck)
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FACT: new car sales in US are ~14 million per year at ~$48k avg price
FACT: Tesla will sell well under 1 million new cars in US in 2023 (13 million+ ICEs)
VERY IMPORTANT FACT: Tesla has lowered prices multiple times in 2023 and pulled unorthodox grass roots ‘demand levers’ in
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