Ed Carson
@IBD_ECarson
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IBD News Editor by day, write about #stockmarket at night. On #IBDLive in a.m. Gen X pop culture. @IBDInvestors | Threads: edcarson1971 | @edcarson .bsky.social
Joined June 2013
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Pinned Tweet
My reaction to at least one-third of all tweets.
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Going to be hard to paint parent frustration as 100% right-wing nut jobs after San Francisco overwhelmingly recalled 3 school board members.
Early results are the San Francisco school board is going to be recalled and it’s not going to be close.
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Fact check: True, this is crazy.
Seems crazy that California is about to shutdown a nuclear power plant that supplies 15% of the state's non-carbon energy, even as its phase-out of fossil fuel plants (+ too slow build-out of renewables) is poised to cause electricity shortages
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Profiles in Keurig
It’s snowing in
#NewYork
. I need coffee. The closest cafe is inside Trump Tower. This is me walking to an alternative.
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So proud of our son Gray, who graduated from UCLA this weekend.
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Wendy's will make self-order kiosks available nationwide as minimum wage hikes hit $WEN $MCD
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Seconds after Tesla FSD Beta tries to run over a pedestrian, driver says "big improvement though."
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If I sold a product called "100% Milk" but in small print on the back the product disclosed it's only 20% milk - would that be OK? What if the CEO repeatedly says by the time I get home, it will be 100% milk - but it isn't?
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I'm sure
@elonmusk
will initiate litigation with the same thoughtfulness and due diligence with which he made his $44 billion Twitter takeover bid.
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Bold move ... declaring Taiwan to be its own country.
Russia has approved a list of foreign states commit unfriendly actions against Russia, including:
Australia, UK, EU countries, Iceland, Canada, Liechtenstein, Monaco, New Zealand, Norway, SKorea, San Marino, Singapore, USA, Taiwan, Ukraine, Montenegro, Switzerland, Japan
— RIA
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This stuck out: "Nearly a third of used Teslas for sale in August were 2022 models up for resale, a sign that original buyers were aiming to flip, analysts said. That compares with about 5% of other brands on the used market, research firm Edmunds said."
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Reminder that Tesla doesn't use its much-hyped Full Self-Driving in its own short, one-way tunnel - the ultimate geofenced environment.
I’m in Las Vegas. Really want to see the LVCC Boring loop. Does anyone have any tips, suggestions? How to get tickets?
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I'll take "things
@CNN
should have done during the 2016 GOP primary season" for $1000, Alex.
CNN cuts away from Trump speech after seven minutes, returns to Harvey:
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So ... Schumer's rebuke to Manchin will be to force vulnerable Dem Senators to vote on massive legislation even though BBB won't pass - at least not anything like its current form?
SCHUMER, throwing some shade at Manchin, says the Senate will still vote on BBB early next year “so that every Member of this body has the opportunity to make their position known on the Senate floor, not just on television.”
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In honor of Asian American and Pacific Islander Heritage Month, California will make it easier to prevent Asian Americans from attending top UC schools.
@Noahpinion
Percent of students in 2020 with total SAT score of 1400 to 1600:
Asian 24%
White 7%
That is why they’re ditching the SAT.
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It's a big, much-anticipated milestone for
@IBDinvestors
. That's right, I started working at IBD 27 years ago today!
Meanwhile, IBD's MarketSmith is now
@MarketSurge
, with a lot of new features - the ANTS indicator, earnings line, forward estimates and more. 1/2
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A vision-only system that can't tell the front of a stationary van from the back.
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Dow futures fall, Nasdaq futures tumble as the 10-year Treasury yield rises to a fresh 2-year high. The stock market rally, which ultimately didn't give up too much ground last week, is set to undercut key levels Tuesday morning.
$AAPL $QCOM $DE $XPEV $SM
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Elon: "Tesla is an AI/robotics company."
Also Elon: I won't pursue actual AI/robotics products unless actual AI/robotics products at Tesla unless I'm given another massive compensation package.
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Can carry loads of up to 2/3rds of a mountain bike
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Twitter, which is definitely not a "hellscape," welcomes advertisers to promote their brands next to this content.
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Tesla Full Self Driving is 100% complete except for hardware and software.
Tesla files to use new 'millimeter-wave radar' on its 'full self-driving' electric cars by
@fredericlambert
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If you invest in Tesla, your motives are pure, 100%. If you invest in other EV/AV companies (even if you also own $TSLA!), you are obviously biased against Tesla and lying.
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Tesla began Semi deliveries, but there's been very little buzz. The lack of key specs, price tag, cost, weight, production plans, likely played a role, but in years past Tesla's fan base would have gone wild. Ofc, part of that reflects Elon Musk quickly pivoting to Hunter Biden.
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Just "have to solve a huge part of AI" for self-driving says the man who presented a dancer in spandex in lieu of an actual Tesla Bot.
@teslaownersSV
@TheRealKeean
We have to solve a huge part of AI just to make cars drive themselves.
In retrospect, it was inevitable. The road system is designed for cameras (eyes) & neural nets (brains).
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Don't be fooled by Friday's final-hour rebound. The correction is getting worse. A confirmed uptrend was wiped in days as the major indexes suffered another week of big losses. Cash is still king. (1/4) $CVX $LLY $WWE $ZIM $TSLA
#BYD
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Wow,
@chamath
dumping his pro-genocide statement faster than he sells out of his SPACs.
Important issues deserve nuanced discussions. Some clarifying comments:
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@PBRStreetGang7
It's ridiculous. Tesla pushed prices as high as it could for as long as it could. It kept R&D very low, didn't roll out new EVs, ramp up service centers, etc. - all to maximize short-term profits. That let Musk extract value like a private equity parody via mass share sales.
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The China EV price war is on. Tesla just slashed all its Model 3/Y prices in China, The base M3 price is now 229,900 yuan ($33,454), only about $600 more than the
#BYD
Seal. When the Seal launched last fall, the M3 was ~$10K higher. $TSLA $BYDDF
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@matt_levine
Hmm, what if the U.S. govt lets the Twitter deal close, then forces Elon Musk to divest - fetching $15 a share?
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Really unfair to expect a $15,000 self-driving system to handle a stop sign if it's going the speed limit and heading straight.
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Interesting - Tesla offered no Semi delivery/production info for Q4.
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Great point,
@elonmusk
! Say someone tells you something that isn't true, and then repeats that statement every few months for several years - if you're tempted to give that person, say, $10,000 - perhaps you should go back to first principles and reboot your software.
@micsolana
The overarching problem is that we need better mental firewalls for the information constantly coming at us.
Critical & first principles thinking should be a required course in middle school.
Who wrote the software running in your head? Are you sure you actually want it there?
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A new $3K incentive two weeks after slashing prices 10%-15% is not a great sign.
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Shorter Tucker Carlson: I want to believe but ... Sidney Powell's election fraud claims are less credible than UFOs.
Here’s the clip. Tucker says his show is open minded — “we literally do UFO segments” — but Sidney Powell has produced no evidence of malicious software vote-switching and others in Trump campaign say they haven’t seen any evidence from her either.
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Why don't I put all my money in this one hot stock?!? $SMCI 1/2
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Thanks IBD! I have been so lucky. Love what I do and who I work with - so many have been at IBD for 15, 20, 30 years. It's even better now with the IBD Live and online community.
A big congrats to
@IBD_ECarson
on 25 years with IBD! Got a favorite Ed moment from IBD Live? Add it in the replies! If this gets 100 likes, we hear that Ed’s hero
@elonmusk
will retweet it and gift him 1 million dogecoin.
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But: The Tesla wouldn't have crashed into a stopped truck if the stopped truck wasn't there.
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Elon Musk is a master at *not quite* lying but giving people 100% the wrong idea, whether it's about FSD or his Jan. comment that orders were double production. But that 2016 self-driving video. I don't see how that's anything but fraud.
Just a reminder that Tesla faked a self driving video in 2016 and has since promised the features each year.
Blatant fraud.
$TSLA $TSLAQ
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Not teaching a hard subject because of disparities is both racist *and* lets schools off the hook, so you can see why this horrible idea is getting a lot of traction.
"Let's help poor Black kids by just not teaching anyone math" is the most fucking boneheaded idea I've ever heard. Those kids are behind in math because they get less parental help. And now you're going to give them less help at school, too? Fucking brain-dead!!!
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How about Elon opening up Tesla Autopilot data?
New: Twitter’s board plans to comply with
@elonmusk
's demands for internal data by offering access to its full “firehose,” the massive stream of data comprising more than 500 million tweets posted each day, an inside source tells
@lizzadwoskin
.
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Fun ride in $SMCI. I sold my last chunk this morning. Also sold some overnight.
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@PatrickRuffini
A system that requires one person, chosen by birth, to be a good ruler does not seem like a great system
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I don't pretend to be an engineer like
@elonmusk
, but skipping a flame diverter for the massive Starship launch doesn't seem like it was rooted in science or safety.
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Tesla Semi hit by Lay's-offs
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It's crazy that Tesla can sell a product called Full Self-Driving, with Elon Musk constantly claiming Level 5 autonomy is *thisclose* ... and all of that's OK because the company says in legalese that "FSD" is not full self driving and will always be a Level 2 system.
California is reviewing Tesla’s ‘full self-driving’ feature after the company clarified its limits
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The last time someone questioned Musk directly - Parag Agrawal - he threw a takeover tantrum and agreed to buy Twitter for $44 billion. Who knows what Musk will do if he's grilled for hours.
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The bar has been raised on cities. At the margins, they have to do *better* than pre-Covid to attract people because of the Zoom economy. (They are not doing better.)
More Breed: “San Francisco is a city that believes in the value of big ideas, but those ideas must be built on the foundation of a government that does the essentials well.”
If Breed can say this, the part about government needing to do essentials well could be said by Biden.
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I don't see how Tesla avoids a sales collapse in China by 2026. No new vehicles while everyone else is getting better, cheaper. A Model Y refresh probably won't do much if the Model 3 update is any indication.
I recommend watching this video review of the Xiaomi SU7 to better understand the competition in China. This particular review is pretty good.
The Xiaomi SU7 competes directly with the Model 3 and seems to have its own strengths.
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Great moments in vaporware history.
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This is the first rule of business journalism.
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Why not build a tunnel that can move up to four people at a time?
Giga Berlin now has its own train shuttle, capable of moving 400 people per ride 🚆
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@radleybalko
You've got to admit,
@realDonaldTrump
has brought real transparency to his hiring decisions
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The 200-day looms large for the S&P 500 - after the big Aug. rebuff. Moving decisively above this level would suggest the current uptrend is more than just a bear market rally. It also would offer a chance for new buys to actually work. (1/2)
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The mega-emissions, super-luxury lifestyle while telling others to sacrifice is getting old. So old that I'm surprised Leo hasn't dumped it.
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It's amazing how much smarter investors got after 2:30 p.m. ET.
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BYD reports preliminary Q3 net profit up 334%-365%. Adjusted profit up 879%-1,015%. Deliveries are skyrocketing, vehicle prices rising significantly - and
#BYD
is just getting started with a massive international expansion.
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@exjon
They have a child's concept of fairness. If I win, it's fair. If I lose, that's NOT fair.
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If a hypothetical Tesla robotaxi business is worth several hundred billion dollars, GM's actual robotaxi business must be worth several trillion dollars.
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I'm no dummy, so I'm not a crash test expert. But this certainly doesn't seem optimal.
Is there a positive spin on the Tesla Cybertruck crash tests?
The cybertruck has such shit-poor crumple zones that the force of a 35mph front impact, after killing the fragile meatsacks inside, is still enough to snap the rear axle.
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Shutting down existing nuclear power plants is a massively bad idea on so many levels. 1/3
New York oil "peaker" power plants fire up to keep the lights on as electricity demand approaches the daily maximum. 250 MW so far. By comparison, Indian Point nuclear plant was putting out 2,000 emissions-free MW round the clock—before "green" activists got it shut it down.
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Tesla is down 5.5% and it doesn't even make $ARKK's 20 biggest losers today. $TSLA
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Unless the president's statement is worth 4-5 Senate votes, I'll take the under on the "significance" of Biden's frustration.
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Pity the $TSLA analysts staying up late tonight to find a bullish spin on Tesla's Q1 results AND Elon Musk saying he's willing to drive profits to zero because full autonomy will save the day.
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All I wanted for Christmas was 10,000 Twitter followers! Thanks everyone. My teenage daughter told me, "You're a micro-influencer." Not sure if that's a compliment or insult. Twitter this year has been a lot of fun in a tough year overall.
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@NewsyNick
The baby name equivalents of small caps showing strong sales growth from a very low base.
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Jefferies says: Scrap the Cybertruck! $TSLA
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If schools won't use statistically valid entrance criteria, student loans should be dependent on outcomes (graduation rates, gainful employment etc.)
Columbia becomes first Ivy League school to permanently drop SAT/ACT testing requirement
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I know Tesla analysts are paid for fan fiction vs. research, but this is ridiculous. Clearly Q2 deliveries will take a major hit due to Shanghai shutdown/slow recovery.
Tesla delivery estimates were as follows on 10 May when I made this calculation:
• My estimate: 254K
• Analyst consensus: 308K
This calculation includes the April production number for Giga Shanghai which showed they were operating at 41% of capacity between 19-30 Apr.
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"I think as long as you don't drive it in the rain, or get it wet, it will be fine."
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Elon Musk still has a big technological edge in rendering.
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The market took a big step Friday, with the major indexes topping and/or moving up to key levels. A number of leading stocks flashed buy signals, with many others close. (1/7) $ELF $SLB $CAT $RIO $ATKR $KLAC $UTHR $PODD $TJX $TSLA $NIO
#BYD
$XPEV
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My wife's niece got married this weekend in a beautiful ceremony - after numerous Covid-related delays. She was the flower girl in our wedding. Here is a picture from that wonderful day in 1999.
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Over the weekend, it seemed like every CANSLIM/growth investor was tweeting about $BROS. I understand why various individuals were positive on Dutch Bros. but the chorus was a bit worrisome. I want to see growth stock breakouts/buy signals, not breakouts *by* growth investors.
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OK. Here we go. The Tesla Model Y is only eligible for U.S. tax credits if the prices is no more than $55,000 - except for the virtually non-existent, head-crushing 7-seat versions. The current U.S. MY base price is $65.9K. $TSLA
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Fact: Dead Chicago residents show up on Election Day, but don't sign recall petitions.
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Dry humor at its best.
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This could be a *very* big deal. The $TSLA 2023 bull case is centered on U.S. tax credits fueling booming, high-margin domestic sales (offsetting meh-to-weak China/Europe). If the Model Y faces a $55K cap vs. $80K...
Potential red flag for Tesla Model Y: Ford Mach E listed here are having a price cap of $55k. Mach E is very close to the Model Y in size…
This would force Tesla to drop ASP by $11k to get the Model Y LR to qualify.
Not great if this is true.
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Tesla tells regulators that FSD is/will always be Level 2, thus sidestepping testing/reporting rules, avoiding liability and fulfilling official capabilities to FSD owners. But many fans assume Tesla is lying and that FSD actually is/will be much better.
@SDElevator
💯 Per
@Tesla
#FSDBeta
aka City Streets will always be an ADAS and will never be a Robotaxi
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The market rally had another strong week, with the Nasdaq and small caps leading. Signs are growing that this uptrend is no bear market rally, but a pullback wouldn't be a surprise, and may already be starting. 1/7
$AAPL $TSLA $MSFT $PSTG $SQM $ALV $FCX
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Chinese EV makers/players, to my knowledge, have generally treated Tesla with respect. That may be changing as Tesla's brand starts to fade, with comments adding to that.
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My weekend stock market article is out, covering the sell-off and what to do next. It's long, but you've got an extra day.
Check out the embedded video:
@AlissaCoram
and I analyze last week's market action.
$TSLA $ETSY $TER $NVDA $AAPL $ADBE $CRM $ZM
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Apple, AMD, Intel, Nvidia lead Thursday's big-cap tech rally, but market rally warnings are growing louder, with the Nasdaq increasingly extended.
You don't have to run inside, but be ready for a storm.
$AAPL $INTC $AMD $NVDA $ISRG $CSX $IBM
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Ugh, this Ford F-150 Lightning reveal is starting on time. How unprofessional.
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U.S. should do this too.
More young Russians are reportedly trying to emigrate and European countries are discussing offering qualified Russian citizens passports to accelerate its brain drain
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