Mister_B (@canon2nikon) 's Twitter Profile
Mister_B

@canon2nikon

Family, friends, cigars, whiskey, golf, stocks options, and $TSLA $AMD $NVDA

ID: 1243732431066124288

calendar_today28-03-2020 02:51:54

454 Tweet

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Beth Kindig (@beth_kindig) 's Twitter Profile Photo

Global chip sales increased 5.3% YoY and 2.9% MoM to $48 billion in November. This marked the first YoY increase since August 2022 and a MoM increase in every month since February 2023. $NVDA $AMD $INTC $QCOM $AVGO

Global chip sales increased 5.3% YoY and 2.9% MoM to $48 billion in November. 

This marked the first YoY increase since August 2022 and a MoM increase in every month since February 2023.

$NVDA $AMD $INTC $QCOM $AVGO
Gary Black (@garyblack00) 's Twitter Profile Photo

Despite the significant improvement in FSD v12, it’s still hard for FSD to move the needle on incremental TSLA earnings. Assuming 45M cumulative TSLA EV delivs between 2020-2030, a 12.5% global take rate @ $199/mo, 80% incremental margin, 20% tax rate, and 4.2B fully diluted

The AI Investor (@the_ai_investor) 's Twitter Profile Photo

Interesting, so Elon confirmed Tesla will buy more than $500M worth of H100s from Nvidia this year alone. Tesla has more than $20B in cash, and is also buying from $AMD -> Elon cant get enough of $NVDA GPUs. This isnt about cost saving anymore. $TSLA

Interesting, so Elon confirmed Tesla will buy more than $500M worth of H100s from Nvidia this year alone.

Tesla has more than $20B in cash, and  is also buying from $AMD -> Elon cant get enough of $NVDA GPUs.

This isnt about cost saving anymore. $TSLA
Eric Jhonsa (@ericjhonsa) 's Twitter Profile Photo

$AMD says it now expects more than $3.5B in data center GPU sales (driven by MI300X) this year, up from an October forecast of $2B+. Stock is down 6.3% AH (MI300X expectations had grown a lot since the Q3 call).

Sawyer Merritt (@sawyermerritt) 's Twitter Profile Photo

Legacy media wrote 82 articles about Cybertruck "rust." Wes is a Cybertruck lead engineer, so he actually knows what he's talking about. Go give him a follow.

Rowan Cheung (@rowancheung) 's Twitter Profile Photo

AI Video has officially disrupted Hollywood. Tyler Perry just stopped his $800M film studio expansion due to OpenAI's Sora. The details and the 14 most mindblowing Sora videos since launch (100% AI-generated):

BD (@bd_dumptruck) 's Twitter Profile Photo

This is how confident I am in my work and my ability to transfer my knowledge - Im gonna give away 3 free spots for a month inside my mentorship and then ill post their reviews and results here to see for yourself - To enter like + retweet this, picking winners tomorrow 🍻

Evan (@stockmktnewz) 's Twitter Profile Photo

Tesla $TSLA last night lowered the starting price for all trims of the Model Y, S, and X by $2,000 according to Sawyer Merritt Elon Musk also postponed his trip to India 🇮🇳 saying "very heavy Tesla obligations require that the visit to India be delayed, but I do very much look

Tesla $TSLA last night lowered the starting price for all trims of the Model Y, S, and X by $2,000 according to <a href="/SawyerMerritt/">Sawyer Merritt</a> 

Elon Musk also postponed his trip to India 🇮🇳 saying "very heavy Tesla obligations require that the visit to India be delayed, but I do very much look
Sawyer Merritt (@sawyermerritt) 's Twitter Profile Photo

NEWS: Oil giant BP wants to buy Tesla Supercharger sites in the U.S. BP “is aggressively looking to acquire real estate to scale our network, which is a heightened focus following the recent Tesla announcement.” It plans to spend $1 billion by 2030, half of it within the next

Insider Tracker (@trackinsiders_) 's Twitter Profile Photo

🚨Rep. Pete Sessions has just sold $100K of $NVDA prior to earnings today This is his first time selling Nvidia since buying the stock in 2017 Interesting

🚨Rep. Pete Sessions has just sold $100K of $NVDA prior to earnings today

This is his first time selling Nvidia since buying the stock in 2017

Interesting
DogeDesigner (@cb_doge) 's Twitter Profile Photo

Tesla shareholders, remember to cast your vote in support of Elon Musk's compensation package. No Elon = No Tesla. It's as simple as that.

Tesla shareholders, remember to cast your vote in support of Elon Musk's compensation package.

No Elon = No Tesla. It's as simple as that.
Elon Musk (@elonmusk) 's Twitter Profile Photo

zerohedge Yeah, this is not cool. If they actually surveyed their constituents, they would discover overwhelming support in favor. So far, roughly 90% of retail shareholders who have voted have voted in favor of both resolutions. The public sentiment is unequivocally supportive.