Verified account Protected Tweets ; Suggested users. Relative to WS&x27;s long-term EPS growth forecast of 25, NVDA looks attractive at 1. Topics likely to come up in. No change in our long term thinking about the stock. 0 in 1Q). After 11 consecutive days of gains (TSLA 34, NDX 6) TSLA now sells at 51x WS 2024 adj eps of 4. Please join me for a Twitter Space with. We started a position in RIVN on Friday. Nearly every major asset class has moved higher in 2023 - the opposite of 2022. Pictures Appearing on "The Drew Barrymore Show" earlier in December, the 65-year-old actor said starring in franchises like "Harry. At even 5,000 units per year 2M rev per megapack thats 10B increm revyear. Sign up. With an opportunity cost of cash at 2-3, stocks look cheap both as buyouts and buybacks, which would be judged on IRR (15). <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . I suggest you ask Gary for clarification on Twitter rather than telling me to leave. Aqu&237; nos gustar&237;a mostrarte una descripci&243;n, pero el sitio web que est&225;s mirando no lo permite. Beside Adj EPS (. That&x27;s the kind of person you want to listen to for advice, regardless of subject matter, so take heed whenever you come across someone like that. But there are many pickup truck owners who want a more traditional truck (note Rivian&x27;s success), or want something smaller or at a lower price point. We would like to show you a description here but the site won&x27;t allow us. Tesla will recover back to 800 where it should have been. Gary Black. errorContainer background-color FFF; color 0F1419; max-width. In this conversation. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . Three days later, Johnson succumbed to the stab wound and died. TSLA is still our top position. Gary Black on Twitter. Gary Black. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . 4 is the lowest in 60 years. They no longer trust Musks forecasts after yet another year of no FSD, no robotaxis no Cybertruck; after his lies about not selling Tesla stock and then selling at peak, his Twitter antics 1 Show replies. Rather than let cash build at 4,. Log in. Today everything works together - we tweet or re-tweet on Twitter and the blue bird reinforces that Twitter is the best platform to announce big events. Dec 15, 2022 Gary Black, Future Fund managing partner, joins Squawk on the Street to discuss whether the Tesla brand has been negatively impacted by whats happening in Twitter. I love the title 'The Technology Revolution', it's time we need to talk about it. We continue to believe the Fed is done raising rates for". Will you be updating your PT in light of the new info we got in the past few days Shanghai expansion. If true, other NDX names would be. With 2Q China delivs expected at 150K 9 QoQ in what is the worlds most. He was a candidate for the Republican nomination for U. 348 PM &183; Oct 30, 2021 &183; Twitter for iPhone. Sign up. With an opportunity cost of cash at 2-3, stocks look cheap both as buyouts and buybacks, which would be judged on IRR (15). btc has no cash flows or earnings so there&x27;s no intrinsic value. Sign up. ET by virtual appearance. Gary Black&x27;s Tweets. In equities, bad news has become good news again. TSLA catalysts - 492023 1 1Q EPS likely to beat 419 2 Energy revs double YoY 419 3 7,500 EV credit clarity 419 4 New GF announcement 2Q 5 TWTR CEO. Managing Partner, The Future Fund LLC, SEC registered investment adviser. But Twitter is a whole different ISE Blank Space X and Bourne, which he built from scratch. Senate to represent Georgia. Apr 9, 2023 TSLA catalysts - 492023 1 1Q EPS likely to beat 419 2 Energy revs double YoY 419 3 7,500 EV credit clarity 419 4 New GF announcement 2Q 5 TWTR CEO. The companys profits. The EV maker had a terrible fourth quarter because of Twitter "noise" and the impact of lower production output from its. Black (Republican Party) ran for election to the U. The latest Tweets from Gary Black (garyblack22) "goodbye taxdisc httpt. yokoquinton88 Yes, but I sell calls against my position every week. Where before EV buyers were proud to drive their Teslas to their friends or show off Teslas in their driveways, now the Twitter controversy is hurting Tesla&x27;s brand equity. "TSLA -4 lower today vs NDX 1 with 176M volume almost 2x normal. For now the run appears to have been contained even as deposit pressures created by tight monetary conditions remain. Didnt the same thing happen with Amazon and Apple. 996 (6. While we were right about WS analysts increasing their TSLA PTs pre-earnings, we didnt expect analysts. "Latest Morgan Stanley TSLA research - approaching Adam Jonas&x27; 150share bear case. Quote Tweets. 0E) - UMich inflation expectations 5. He lost in the Republican primary on May 24, 2022. Here they control nothing, Tesla basically runs a 5b liquidity pool with full discretion. See new Tweets. errorContainer background-color FFF; color 0F1419; max-width. Gary Black garyblacki00 6h Sometimes the market doesnt get it in the short term for whatever reason. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . Thanks Gary for the consistent update and insight. Gary Black, Future Fund managing partner, joins &x27;Squawk on the Street&x27; to discuss his thoughts on Tesla and why he bought more of the stock. The latest Tweets from Dr. This time we&x27;re already in recession and valuations are cheap at 18x. Clients can issue their claim at the bank and due to knowing exactly what the cutoff times are the errors can be traced and solved. Verified account Protected Tweets ; Suggested users. TSLA -4 lower today vs NDX 1 with 176M volume almost 2x normal. Never drink the koolaid. When share falls, prices follow. I am going to be honest 4 a second. View the profiles of people named Gary Black. We would like to show you a description here but the site won&x27;t allow us. Sign up. errorContainer background-color FFF; color 0F1419; max-width. For a lot of viewers, their first time. 0 in 1Q and vs 26. In this conversation. As Black prepares to leave the Department of Agriculture, he says hes leaving from a different department than the one he joined 12 years ago. Gary Black. As Elon Musk continues his crusade to take over Twitter, he registered three new companies in the tax-friendly state of Delaware under variations of the name "X Holdings. farzyness ICannotEnough fly4dat For modeling purposes its easier to forecast EV adoption x EV share by market than forecasting one overall share number. Log in. Verified account Protected Tweets ; Suggested users. 996 (6. Gary Black on Twitter. But if the goal is to accelerate the transition to sustainable energy and not maximize shareholder value, Price reductions are paramount. makes a strong case for changing Twitter to X. Log in. Gary Black. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . "It&x27;s hard to argue we&x27;re in a severe recession when the April unemployment rate of 3. Gary Black strikes me as someone who has a generally solid BS filter and a willingness to act accordingly. Future Fund ETF, which was launched in. 16 base case but the upper range can be higher imo. Thu, Dec 15 20221113. And EV adoption is still low. I&x27;m just suggesting Tesla pursue more market". Try reloading. Oh mgmt knows EXACTLY what it is doing. Sign up. Sign up. Heres an updated summary sheet. Johnson to death outside of a convenience store in Joplin, Missouri. Beside Adj EPS (. Senate to represent Georgia. Tesla Cybertruck demand is "off the hook," Elon Musk said. As long as. Warner Bros. 2023-2025 volume and earnings estimates largely unchanged. coitGOAorulu black. The latest tweets from garyblack00. Beyond Twitter, you&39;ll find Gary Black making appearances on various traditional media, primarily CNBC. The latest Tweets from Dr. After fatally stabbing the 28-year-old college student, Black hopped back into his car. Managing Partner, The Future Fund LLC, SEC registered investment adviser. Gary Black. "I would expect TSLA to recognize one-time Def Rev of 1B in 4Q when FSD V11 is released broadly in the US at year-end. In this conversation. errorContainer background-color FFF; color 0F1419; max-width. (WTOC) - An era comes to an end next week as several new state leaders take office in Georgia. 2022 Twitter for iPhone. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . HOWEVER, uobsd92107 he started to be bullish back when Tesla reported its Q1 2021 report (not being optimistic o. Log in. Connect with GPB on Twitter; Connect with GPB on YouTube; Connect with GPB on Apple News; Footer. M-3 AWD has range of 325 mi and does 0-60 in 4. Another consideration is the amount of Musk&x27;s energy that Twitter is consuming. 91 vs Street . Black, Ph. errorContainer background-color FFF; color 0F1419; max-width. Gary Black, Future Fund managing partner, joins Squawk on the Street to discuss whether the Tesla brand has been negatively impacted by whats happening in Twitter. Topics likely to come up in. Thanks Gary for the consistent update and insight. Sign up. You can confirm that by watching the video. "Since Investor Day TSLA -12 vs NDX 4. We would like to show you a description here but the site wont allow us. After fatally stabbing the 28-year-old college student, Black hopped back into his car. Please join me for a Twitter Space with. Gary Black. TSLA -2. 0 in 1Q). Im struggling with rebranding Twitter to X and losing the little blue birds brand equity. After fatally stabbing the 28-year-old college student, Black hopped back into his car. Gary Black, a Tesla bull, believes Musk will deliver on his major promises. The rolling list of catalysts for the stock. errorContainer background-color FFF; color 0F1419; max-width. Gary Oldman as Jim Gordon. In its latest earnings release, Tesla said it generated about 24. We would like to show you a description here but the site wont allow us. Gary - with everything you know now, days before Investor Day, do you still think Tesla should have bought back it&x27;s shares in 2022 Clue BRKAAPL have cash they don&x27;t know what to do with. The company&x27;s profits. 2 Some argue Shanghai shutdown causing TSLA decline relative to NDX, but that&x27;s unlikely. Gary Black. Wait buy the competition and supply line, issue low interest loans in some cases for rate disruption That uses 14 the cash and returns massive demand. Senate primary in 2022. With EV adoption in the US still just 10, there needs to be greater awareness among consumers why they should go EV. Gary Black. Log in. "Still think TSLA Cytruck production start is biggest TSLA 2023 catalyst since expands TSLA TAM by 20 pp and brings new EV customers into TSLA stores and TSLA. Gary Black, Future Fund managing partner, joins &x27;Squawk on the Street&x27; to discuss whether the Tesla brand has been negatively impacted by what&x27;s happening in Twitter. "TSLA is ramping up production at a 45-50 clip, while demand growth is running at 35 at best. 759 PM Jan 24, 2023. See the complete profile on LinkedIn and discover GARY&x27;s. Relative to WS&x27;s long-term EPS growth forecast of 25, NVDA looks attractive at 1. Gary Black on Twitter. I can&x27;t imagine how mgmt can maintain 2023 guidance. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . Normally the underwriters control key aspects of the offering, such as price andor time of sale of shares. Gary Black garyblack00 Former CEO Aegon Asset Mgmt US, Co-CIO Calamos, CIO Equities Goldman Sachs Asset Mgmt, CEOCIO Janus. Gary Black garyblack00 Now that the March Fed meeting is behind us, and the market has reacted largely as expected (sold on rumor, bought on news), the two factors that will drive equities forward are the Ukraine war, and whether the Fed can engineer a soft landing as it starts tightening. Sign up. would be better off building it from scratch. ajtourville elonmusk Respectfully, you need to think long-term about the competitive landscape in 2023, with 60 EV competitors investing billions on Lidar PLUS vision to scale L4 ADAS. garyblack00 &183; Sep 3, 2020. 2 With much talk of deals and buybacks, its helpful to review the math SPX at 16. errorContainer background-color FFF; color 0F1419; max-width. "In today&x27;s pre-mkt update for Subscribers, see why TSLA -3. Feb 8, 2021 Former Wall Street analyst and money manager Gary Black has exited his Tesla position, saying he is looking for a better entry point down the road. Gary Black garyblack00 7 Sep 2021 Follow Follow garyblack00 Following Following garyblack00 Unfollow Unfollow garyblack00 Blocked Blocked garyblack00 Unblock Unblock garyblack00 Pending Pending follow request from garyblack00 Cancel Cancel your follow request to garyblack00. See new Tweets. 3 today despite TSLA naming a Twitter CEO and raising prices again because of WSJ story that elonmusk may step down as CEO at TSLA and CFO Zach Kirkhorn. See new Tweets. Discounting M-Y is not helping affordability. thedooo, beyblade phantom orion
Revise those estimates AGAIN, Captain. . Gary black twitter
It paid my rent, my student loan payments, my car payment and beer on the weekend. Updated 1120 PM EDT May 24, 2022. MS&x27;s Adam Jonas provides a summary. 1Q Production was 440. Sign up. Tesla will recover back to 800 where it should have been. Verified account Protected Tweets ; Suggested users. Log in. He will realize soon (if not already) that his polarizing political views are hurting customer perceptions of TSLA EVs. errorContainer background-color FFF; color 0F1419; max-width. Log in. They just want us to sell off so they could buy. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . See new Tweets. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . Going back to Subscriptions only for this week rather than fight with TSLA cult intent on blaming. Highlights 1 TSLA market cap lowest since Nov 2020. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . Gary Black. Probably worth a discussion How Elons Master Plan Part 3 will be interpreted by TSLA investors. Could be up it was not worse than expected and stock is down a lot from previous Q1 that was spectacular plus June was best month ever in history. Verified account Protected Tweets ; Suggested users. kminder 2 months CLICK THIS LINK to also be reminded. I am going to be honest 4 a second. Log in. Dec 22, 2022 Jason O. At even 5,000 units per year 2M rev per megapack thats 10B increm revyear. The original one had a typo in the 2026 auto gross margin (picked up the wrong column off the underlying model) that doesn&x27;t change the earnings. elonmusk should stop blaming TSLA stock decline on the Fedeconomy (TSLA -37 vs NDX -2 since TWTR deal closed on 1027). 3E MoM headline and core) this would represent a major break in pattern two consecutive months of soft CPI. You don&x27;t always have to". 2022 Twitter for iPhone. Verified account Protected Tweets ; Suggested users. "TSLA 2Q solid beat on Adj EPS (. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . equity futures fell sharply in Asia (SPX -1. "We started a position in RIVN on Friday. 0E) - UMich inflation expectations 5. So much good news for TSLA stock this week - China Jan sales stronger than expected (66K 18 vs Dec; NEV industry -45) - All Model Y trims now eligible for. Sign up. Basically his call is for Tesla to maintain market share as the EV market grows. Topics likely to come up in. We started a position in RIVN on Friday. Gary Black. "I would expect TSLA to recognize one-time Def Rev of 1B in 4Q when FSD V11 is released broadly in the US at year-end. TSLA delivered 423K EVs in 1Q, ahead of WS ests of 421K and easily a new quarterly record (4Q 405K). Probably worth a discussion How Elons Master Plan Part 3 will be interpreted by TSLA investors. I&x27;m just suggesting Tesla pursue more market". Log in. 4 vs 4. Warner Bros. Managing Partner, The Future Fund LLC, SEC registered investment adviser. MS&x27;s Adam Jonas provides a summary. "Raising TSLA PT to 1,600 from 1,400, based on new 2025 EPS of 45 from 40. Gary Black. 0E) - UMich inflation expectations 5. "TSLA uberbulls criticizing advertising as not critical to the mission don&x27;t get the mission To accelerate the world&x27;s transition to sustainable energy. Managing Partner, The Future Fund LLC, SEC registered investment adviser. Most analysts will back it out of EPS as. We would like to show you a description here but the site won&x27;t allow us. Log in. Log in. Sign up. "Nearly every major asset class has moved higher in 2023 - the opposite of 2022. Log in. "TSLA sent out its IR-compiled consensus today, omitting arguably the most important metric Auto GM ex-RC (Bloomberg consensus 21. I like that RIVN plays in 60 of the US market with R1T and R1S. Guidance for vehicle gross margin plunging. Tesla only has Y and 3 while other companies are coming out with many new variants 2023 onwards. Gary Black. Gary Black. Log in. TSLA LCID elonmusk MartinViecha. 1 vs Street 18. While he admitted Sirius is one of his most popular roles, he doesn&x27;t think it&x27;s his best. If shares are held in an omnibus account and things go wrong. Despite that stellar forecasted growth - 1 among mega cap stocks. Sign up. jason12745 Gary is an idiot. Starting in 2024, GM EV owners will have access. There&x27;s no way to even put a comparable multiple of anything on it. 8 vs 27. Where before EV buyers were proud to drive. Gary W. A 10B buyback would be hugely accretive here and change the awful sentiment since. Log in. TSLA raised prices on Models SX last night by 2,500. <style> body -ms-overflow-style scrollbar; overflow-y scroll; overscroll-behavior-y none; . Sign up. Log in. By that time the current factories will have a capacity for 4M cars, never mind a couple of new factories that could ramp by then making capacity 6M. Sign up. Gary Black on Twitter. . bmo harris express loan pay