Bradford Ferguson
@bradsferguson
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Rebellionaire | World-first, unique, balanced Tesla research | AI & Technology | NVIDIA, Lilly, & others $TSLA $NVDA | 🔋🕵🏻♂️
Teslanaires check this out…
Joined June 2009
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Pinned Tweet
Elon clarifies...
Tesla is spending half a BILLION this year to build out new Superchargers.
Who is even 2nd place? $TSLA
Just to reiterate: Tesla will spend well over $500M expanding our Supercharger network to create thousands of NEW chargers this year.
That’s just on new sites and expansions, not counting operations costs, which are much higher.
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Boeing gave Bernie $227,000
Bernie is opposed to SpaceX taking 🇺🇸 on a 🚀 to the 🌛 even though SpaceX can do it for much less than Boeing
Do you want to know why Bernie is bickering about Elon? Elon didn't bribe him. That's why
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😔This Model Y hit a deer at high speed. 4 occupants, no human injuries.😍
Safest cars on the road. This matters.
📸From a friend
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Tesla has sold over 2,600,000 cars without a single advertisement.
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It’s only acceptable if American taxpayers pay Boeing three times as much as SpaceX to get to the moon.
Sen. Bernie Sanders: "It is not acceptable that the two wealthiest people in this country, Mr. Musk and Mr. Bezos, take control of our space efforts to return to the Moon, [...]This is not something for two billionaires to be directing."
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Elon Musk may be have gained over $200 billion in value on Tesla…
… but he also CREATED $800 billion in value for others, including everyone who owns an index fund.
Elon Musk minted a lot of new millionaires - Tesla employees who bought stock. Not to mention retail investors and 401k.
People don’t talk about that often enough.
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From head to toe, $TSLA has all the ingredients to make a very successful human-like robot.
The batteries? They're the heart. They pump energy around the robot, keeping everything running smoothly.
What about the muscles, you ask? Well, that's where Tesla's expertise in…
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With the introduction of the Tesla Bot, the landscape of manufacturing is shifting, not gradually, but with deliberate and purposeful strides.
Consider the timeline. In 2024, the Tesla Bot becomes more than a vision; it becomes a valuable asset. The cost savings start to…
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ELON DRIVES V12 LIVE ON X
Game Set Match. $TSLA will blast through all local maxima with v12 FSD Beta.
This is truly MIND BLOWING. Amazing nothing is hard-coded. All through data curation. End-to-end, video to neural network to controls.
imo Tesla is on the path to solve…
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This shouldn’t be controversial. Germany MoD admits they cannot defend against Russia.
Let’s recap.
Russia invaded Ukraine.
All Russia wants is Crimea.
All Russia wants is Donbas.
All Russia wants is Ukraine’s entire coastline.
All Russia wants is Kiev.
All Russia wants is…
German Defense Minister Pistorius:
We do not have an armed force capable of defending against an aggressor like Russia.
The German Army does not have the strength to defend its NATO allies as well.
Bundeswehr does not have enough personnel, ammunition, equipment and weapons.
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Having a Tesla Model 3 is like having a gas card where you only pay $0.99 per gallon and you can refuel at home.
I don't think the public understands. Literally $1 in electricity can take you 25 miles, but people ask,
"Doesn't your electricity bill go up?" Yes that's the point!…
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BREAKING: Carvana selling used 2019 Tesla Model 3s with more than 10,000 miles for more money than Tesla is selling NEW 2021 Model 3. $TSLA
If this isn't an indication of strong demand, I don't know what is. 👀
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Who’s the freeloader and who earned it through blood, sweats, and tears? 🩸😅😭
This is the person talking about Elon Musk paying his fair share of taxes as she and her Entourage deplane from their private jet while sticking up for the little guy…
Elon’s paying $15 billion in taxes, Lizzy paid $5k on her $12 million..
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Here’s a note we sent out last week about $TSLA
“Seeing is Believing”
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NEW $TSLA STOCK REPORT 🧵
Our
@Tesla
valuation with Megapack breakdown is now available for free download. In this analysis, Matt Smith
@MatchasmMatt
values the car, FSD, and Megapack for Tesla.
@elonmusk
@MartinViecha
📥Download the Full PDF here:
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Tesla CyberQuad for Kids in action at half speed (5 mph)
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💥BREAKING: Fremont is beginning to switch to producing Model 3 Highland THIS WEEK.
ANALYSIS: Model 3 Highland will allow Tesla to charge more📈 for Model 3 in 🇺🇸 while lowering costs 📉
💰WIN WIN: Lower costs plus higher revenues boosts profits.
BUT... there may be some spin…
Refreshed Model 3 image is now being shown when scheduling a demo drive 👀
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You know how we all get excited when a new, faster computer or smartphone comes out? That's exactly what's happening at Tesla right now. They've just announced they're going to start making their own supercomputer, the Dojo, this July.
Elon Musk said they'd only start when they…
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Life of a famous short-seller...
wrong
wrong
wrong
wrong
right (and they make a movie out of it)
wrong
wrong
wrong
wrong
wrong
wrong
wrong
wrong
wrong
wrong
wrong
wrong
then you bet against
@elonmusk
$TSLA
wrong
deletes Twitter
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Tomorrow, I take delivery on a Cybertruck 📐
My intention is to use the Cybertruck as a tool to educate the public 🌎
Here is the flyer I will share with the curious 👇
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Don’t be Adam Jonas.
Skeptics think Tesla Model Y won’t sell in huge numbers in Europe.
In May 2019, Adam Jonas estimated that $TSLA would only max out at ~70,000 per year in China.
In June 2022, Tesla sold 78,906 in China in ONE MONTH.
Don’t be Adam Jonas.
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I watched $TSLA Lathrop Megafactory for a week straight (literally) so you don’t have to.
I went to confirm the Lathrop
#Megapack
daily production numbers.
They ARE working 7 days a week. Sunday was busy when I was there. Clip👇 from Sunday
👉
STAKEOUT REVEALED. 7:15pm EST tonight
Results of my 24/6 stakeout of $TSLA Lathrop Megapack Factory. Megapack profits & timing, TAM & margin controversy.
Special Thanks🙏
@greenisgood
@TSLZfoundation
@CashMoneyLemon
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Haha! yes!
Ordered a Foundation series AWD Cybertruck (and reserved the range extender for $500).
Super Excited!!!
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📐Sentry Cam Chronicles
Man is so shook by the Cybertruck he opens the door of someone else's car!
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$TSLA GROSS MARGIN IN Q1?
@MatchasmMatt
did some hardcore math, backed into some great data, and what he found was quite shocking…
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Here is what Cybertruck steer-by-wire reminded me of from the angle below.
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What is super fucked up is now
@teslaeconomist
is encouraging his followers to sell at a 75% discount to an all-time high after encouraging them to sell their houses and buy $TSLA options at emotional highs (300% higher).
Buy high, sell low with Lee
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If $TSLA can get similar pricing for Megapack 2XL...
...we estimate when running at 80 GWh capacity, both MEGAPACKTORY SHANGHAI and Megapacktory Lathrop could add...
$12.8 billion/yr in NET profits to $TSLA at 40% EBITDA margin. (assuming 25% 🇨🇳 tax rate, and 15% 🇺🇸 min tax)
Breaking news, Tesla China's energy storage Megafactory Officially signed, which is said to have a production capacity of 40 GWh/year.
Tom Zhu, SVP of Tesla's automotive business, Wang Hao, general manager of Tesla China, and Tao Lin, VP of Tesla, attended the event.
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Elon Musk has $18 billion dollars in $TSLA stock options expiring soon. He must either borrow billions or sell shares to pay the tax. How many shares is it? When exactly do they expire? What is the decision that
@elonmusk
is facing? I found some answers.
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TESLA TSUNAMI:
The event that transforms Tesla’s trajectory
Understanding and perception surrounding Tesla cars and electric vehicles (EVs) are in their infancy. In the US, EVs only just crossed the 8% market share threshold. We're certainly in the "Early Adopter" phase of this…
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484,000 Teslas sold in 3 months.
That should be about 484,000 people that never buy a gas or diesel car again.
In just 3 months time.
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I used to buy into all the lies about
#Tesla
. Now I own the stock $TSLA, soon I will own a Model 3. I was wrong.
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🎂 I got a surprise Birthday party tonight and my wife had a
#Cybertruck
cake made! 📐
@woodhaus2
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My guess right now based on 12 hours at Lathrop & local info…
$TSLA is currently making up to 5 Megapack XL at Lathrop a day. Yesterday they trucked out 5 while I was there.
Today I caught a flurry where they trucked out 3. Doesn’t mean they are making 3-5 everyday. So… 1/2
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Thursday night Tesla cut the price of Model S & Model X by $20,000 each
$TSLA makes 20,000 S&X per quarter. The price cut costs Tesla $400 million per quarter or $1.6 ba-ba-ba-billion / year
Why not instead experiment with a $1 million retargeting advertising campaign b4…🤏🧵
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Tesla FSD V12.3 just drove my girls to school then drove me to work 😎😭
I'm not crying, you're crying.
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…AND Tesla Emotionalist buys back the stock 50% higher.
TE is all $TSLA stock price driven.
Do not listen to this guy. If you did, you just lost 1/3 of your shares.
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It’s avoidable.
Boycotts are just one cost of political posts and why I try my best to avoid them.
Politics are divisive.
Political posts turn off clients and end up reducing your total addressable market.
It’s a choice. And a _bit_ unaware to say not much “we” can do.…
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🤯NEW $TSLA GIGA BERLIN MATH🔣
(source: rumors)
Cost: $7B 😬
Initial Capacity: 500k (two Model Y lines)
Gross Margin: 25%+ 👍🏼
Gross Profit PER YEAR: $6.25B🚀
Rate of Return: 89% per year💖💕
💶Amazingly efficient use of capital imo. UNMATCHED
conservative assumptions 🔥
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After saying
@Tesla
was compute constrained about 17 days ago,
@elonmusk
says $TSLA is no longer compute constrained.
I wonder if $TSLA shareholders should be thanking
@MichaelDell
and if
@AMD
came to the rescue, Dojo went online, or if Tesla got an
@nvidia
allotment?
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If someone is a long-term shareholder of $TSLA, why are they talking about the share price on a daily basis?
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Univision is claiming they own the rights to Tesla’s Tesla Bot 2 video.
It’s a heinous act.
We will not stand for this and will go after Univision legally.
We will be suing Univision for their erroneous copyright claim.
In addition, we will share our legal documents with any YouTube creator that used Tesla’s “Tesla Bot 2” video in good faith.
Follow our account and DM us for a copy of our documents.
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🕵🏻♂️For 144 hours (6 days) straight we watched $TSLA Megapack Factory.
📊We counted EVERY Megapack that came out.
👇Below
@solomg
caught 2 Megapacks sneaking out late at night.
🥷🏼Tesla tried to sneak 6 by us that night as I slept. Nope!
Full video 👉
I watched $TSLA Lathrop Megafactory for a week straight (literally) so you don’t have to.
I went to confirm the Lathrop
#Megapack
daily production numbers.
They ARE working 7 days a week. Sunday was busy when I was there. Clip👇 from Sunday
👉
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Tesla is giving the backdoor treatment to 🇨🇦
These Teslas look like 300 Spartans lined up in formation
📸wuwa
NEWS: A batch of CA marked Teslas is preparing for export from Shanghai South Port -
@bentv_sh
Video:
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CONFIRMED There was panic buying in $TSLA yesterday as it broke $1 trillion. Call to put ratio was an unheard of 18:1.
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We just took delivery of this sweet Model X Plaid. Parking spot 42… it’s meant to be.
We took advantage of the FSD transferability to switch from a 2019 Model X Raven.
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Short-sellers are mistaken if they think legacy auto can just snap their fingers and “catch up.”
Hope is not a strategy.
The video below is a perfect example of incumbent thinking. The same is true today. This time is never different.
SpaceX primarily seems to be selling a dream. $50M launch is a dream. Reusability is a dream. How do you respond to a dream? You let people wake up on their own. They (SpaceX) are not supermen. What they can do, we can do. - Ariane space exec, 2013
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BIG CONFESSION time... a while back, I applied for a job with $TSLA Investor Relations 🧵SHOW MORE👇
I do IR for a living with my clients, but Tesla IR does far more than what we see. They prep the BoD for meetings, Earnings Deck, WS meetings & presentations... I can do all…
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$TSLA is a MONOPOLY
🧵show more👇
The essential qualities of a monopoly that grant monopolistic power are two-fold:
1️⃣producing the product at the lowest cost.
Tesla is the lowest cost producer and it’s not even close.
2️⃣delivering the most value to consumers.
Tesla has the…
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RUMOR: Cybertruck t-shirts going to Tesla Center staffers $TSLA
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Now is a crucial time to support Elon Musk and Tesla. Vote your $TSLA shares when voting opens. Try Tesla FSD V12 and show it to everyone in your life.
ALSO, with this in mind, I am switching my posts so only verified accounts can reply. This may hurt my reach, so if you value…
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FSD Beta starts in China tomorrow (4/30/2024) according to an email from Tesla to a Tesla FSD customer in China.
@TheSonOfWalkley
DON'T tell those bears, but I have some secrets for bulls.
"亲爱的特斯拉车主
感谢您对特斯拉的长期支持!我们很高兴地通知您，我们即将推出一项重要的测试活动，旨在为早期购买全自动驾驶软件(FSD)的车主提供特别体验。
您受邀参加我们的 FSD…
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💖💕Someone caught the moment I gave the Tesla Tequila to Sandy Munro & Cory Steuben
@live_munro
@MunroAssociates
This video is from my good side 😂 love seeing Sandy Munro’s stunned reaction to what I had to say. I was and am truly grateful for their leadership 🙏🏼
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JerryRigEverything sponsored by Ford...
...blindly compared Tesla's revolutionary self driving v12.3 to Ford's Blues Cruise 🤡
......does Cybertruck towing range test at max weight and cold weather.
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Breakfast and testing FSD V12 with James Douma was the highlight of our day.
👀 video tomorrow.
Productive testing today of Tesla FSD V12 with
@jamesdouma
Will wake up to sunrise over the Grand Canyon tomorrow.
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BMW’s Chief Engineering said it was “against the Laws of Physics”
Yet $TSLA made the impossible happen.
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Wall Street analysts have a hard time understanding why Tesla will grow beyond 3 million cars per year without introducing cheaper compact models. $TSLA
To them I ask… if a luxury carmaker such as BMW who makes 2.2M/yr goes bankrupt, who can grow to fill that gap? 🧵
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👀SNEAK PEEK Megapack Valuation👀
Here's our stock analyst report of $TSLA, rating Tesla as a "high conviction investment."
Matt Smith did a great job researching, and cross-checking for this report. He provides a "base case" valuation.
A prettier version coming next week 1/
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😭Most Teslanaires won’t read our $TSLA report, so…
🎙️We created an audio version of our report so you can listen to it (in 1.5x or 2x speed)🦻
New Report Values $TSLA Megapack at $1 Trillion
Some may argue our report is too conservative. We project that Tesla Megapack earns $54.2 billion in EBITDA in 2030 and assign a 20x EBITDA multiple to get a $1 trillion valuation in 2030. imo nfa dyor 1/2
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🤩New WS high $TSLA price targets
✅ $1,298 ⏪ $900 by New Street
✅1100⏪1000 Wedbush ✅1040⏪940 Canaccord ✅1000⏪900 DB
✅1000⏪900 BoA
✅950⏪825 Mizuho
✅905⏪875 GS
✅888⏪764 Baird
✅860⏪660 WFC
✅830⏪800 CS
✅800⏪755 RBC
✅625⏪580 Cowen
✅250⏪150 Roth🤡
🎩
@jhall
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99% of the excuses I hear for being bearish on $TSLA are not fundamental to the business.
“Look at the chart”
“Slow grind down”
“Twitter”
These 🤡🤡 don’t know what’s going on in the actual business (which is why you own the stock)
They didn’t see these charts👇
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This is VERY big news $TSLA. Now a visible path to getting the 4680 line in Giga Texas to 250-300k / year. 🕺🏻💃
Copy + paste for Giga Berlin (after a delay) and we are 🤟
Congrats to the 4680 cell team on achieving 868k cells built in the last 7 days—equal to 1k+ cars! 🔋
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🧬 Tesla Powerwall 3 is a substantial evolution from Powerwall 2. Smaller, lighter, more powerful, longer total life. $TSLA
Here are the main changes 🧵 1/6
📸 Andy92782 from TMC via
@SawyerMerritt
Do we have any info yet on the kWh specs of the Powerwall 3?
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Ross, you cannot have it both ways. You were FEEDING INTO the panic a month ago
.
Telling $TSLA investors 1️⃣‘Elon is selling everyday.’
2️⃣‘The board needs to stop Elon.’
3️⃣’Nothing is stopping Elon from selling more.’
.
Then your advisors tax loss harvesting $TSLA at a low…
This is why you can’t let volatility shake you out. It’s just manipulation to get you to trade. Between the evil Fed and Citadel, we are little ships in a stormy sea.
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I've mainly defended TroyTeslike while others were more critical. Over the years, I've given him over $1,000 for his analysis.
After this really bad take 👇, I decided to mute Troy and see he beat me to it. 🙄
Well played... well played. 👏
Do we need any more evidence that Troy went full blown anti-Tesla? He clearly doesn’t understand and/or pretends not to the role of the humans involved in the training of Optimus in the same way Tesla uses human drivers to improve the system.
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People who short Tesla stock or encourage others to short $TSLA and refuse to try Tesla's v12.3 self driving nor understand its tech is the epitome of ignorance and arrogance...
They deserve everything coming to them.
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👇This is what $TSLA "demand problems" look like in 🇪🇺European countries that report daily registration data.
The nattering naysayers point to end of quarter incentives or Tesla managing supply in China as negatives, but there are few other companies growing like this💃🕺🚀
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If you think you’re an investor and you watched $TSLA Investor Day and wasn’t provided a compelling reason to invest…
You’re not an investor. You need to go back to Economics & Finance 101
Being able to produce a superior good at the lowest cost is ALL that matters 4 investors
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IS CYBERTRUCK TOO BIG?
Bridging the gap. A number of Americans are intrigued by Tesla, but desire something larger than a Model Y and less costly than the $100,000 Model X. The Cybertruck could perfectly fit this void.
Breaking stereotypes. The Model Y is a crossover SUV, yet…
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NTSB is urging Tesla to change Full Self Driving name, calling it "Misleading And Irresponsible"
Waiting for NTSB to tell Ford that the use of “Hands Free” is dangerous b/c drivers must take over driving when the freeway bends more than a few degrees.
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BYD Lacks Scale. BYD needed 18 models to surpass $TSLA in units sold.
Tesla’s number of models: 4. This scale per model allows Tesla to have a MUCH lower cost profile and much higher profit per car.
BYD also has a shared platform between BEVs and hybrids which forces…
Charlie Munger on why he prefers an investment in BYD over $TSLA: "That's easy, Tesla last year reduced its prices in China twice while BYD increased its prices. BYD is so ahead of Tesla in China it's almost ridiculous. If you count all the manufacturing space BYD has in China to…
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If Morgan Stanley's $1,300 price target on $TSLA is based on $7.63 EPS in 2022 and Tesla achieves $15 of EPS in 2022...
...what will Morgan Stanley do with their price target?
Certainly they would not double their price target and come up with an excuse instead?
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Help me out
@WarrenBuffett
, which of these does $GM have an advantage over $TSLA?
🤓Elon Musk
🚀Performance
🔧Engineering
🛠Innovation
🛞Autopilot
🤖Bot
🔋Megapack
🥋Dojo
🛡️Insurance
🧻Battery
⚡️Supercharging
📐Cybertruck
💎Brand
🔗Ecosystem
📡Connectivity
🔭Vision
❤️Passion
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Hating on Elon Musk is a billion dollar industry.
Accounts hate on Elon all day every day. Then they realize they can monetize and then buy a blue checkmark from Elon so they can monetize more🫣
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V12 has nearly perfected roundabouts.
Tesla self driving V12 has fixed nearly every issue in my neck of the woods Carmel, Indiana.
I am super excited to share the videos ASAP.
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TESLA TROJAN HORSE
@Tesla
is on to something big, something that reimagines the very notion of what a car is.
In the traditional sense, cars have been tools for transportation, objects that move us from point A to point B. But $TSLA, with its audacious ingenuity, has…
Elon is betting that FSD will be in such high demand within a few years that Tesla could practically give the cars away and still make a boatload of recurring SaaS revenue on the back end.
The price wars are absolutely the correct strategy to drive the competition into economic…
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$TSLA Lathrop Megapack Factory
(1) Megapack loaded onto flatbed
(2) Megapack hanging out on the straddle carrier
(3) EIGHTY SIX (86) Megapack hanging out in the yard‼️
📸Thank you
@Hydrophilic55
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SO MUCH FOR $TSLA PRICE CUTS
In April 2020, I got about one of the first few thousand Model Y ever made. Model Y Performance with FSD. $71,000 or so.
The cost today of Red Model Y Performance with FSD? $74,000.
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Tesla ‘only’ grew production +20% quarter over quarter.
Annualized, that would be a +108% increase*
This is “EPIC” execution on the part of $TSLA
*Annualizing the quarter doesn’t mean they will grow 108% over a full year… but 2021 they grew 87% over a full year. AMAZING
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imo, people who are worried with how they look are selling $TSLA.
They don't wanna be seen with what has become one of the most unpopular stocks right now.
Me? I generally don't care about appearances.
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There WILL be CT deliveries outside of Texas tomorrow:
“Just went to the Xxxx store and got confirmation that there are delivery appointments for tomorrow for the Cybertruck. So not just deliveries at the event but also at most likely all the stores that have them on display…”
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LATHROP RUMOR 🧵 $TSLA
“Talked to someone that is a supplier for mega pack factory
Says there is so much more room for expansion, most of the inside of the building is current empty space!!”
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$TSLA down -8.9% on news that Elon Musk doesn’t think Tesla can exceed the mass of the known universe… and is not intending to build a Dyson Sphere to harness the Sun’s power.
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@MediaRedyns
@RedMetalGiraffe
No Elon would not use FIFO, Elon’s first in shares have the lowest cost basis and would cause further tax to be triggered and make it worse.
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CAPTION THIS
Did Ross Gerber really say he spends all day talking his clients OUT of $TSLA stock?
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There is ZERO chance $TSLA will acquire UBER. Tesla would need to pay a buyer's premium, so it would cost Tesla $210 billion.
At MOST, all the lessons that Uber has learned are worth $10 billion.
Tesla can get the data they need, and is already getting it from Tesla rideshares
Not sure why $TSLA just doesn’t buy $UBER to get into autonomous ride hailing, and get all the data from its platform of 137M consumers who take 25M trips PER DAY.
@elonmusk
@MartinViecha
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$TSLA MEGAPACK
I am planning to visit Tesla's Lathrop Megapack factory for a week-long stretch to see what current production is, but I probably won't share my findings for three reasons.
(1) Capacity has been stated by Tesla to be 22-27 Megapacks per day, but Tesla is not…
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Praise for
@Tesla_Megapack
as it became the world’s largest supplier of energy storage systems in the first half of 2023, passing BYD💨
But where does $TSLA get most Megapack 2XL batteries from? That’s right 😉
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Backseat of a...
BMW.........vs...........Tesla Model 3
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