CHRISTINE ANNE LANZA (@christlne_lanza) 's Twitter Profile
CHRISTINE ANNE LANZA

@christlne_lanza

Entrepreneur - Tesla owner - TSLA INVESTOR Success is a journey, not a destination

ID: 1510198771

calendar_today12-06-2013 10:54:07

41 Tweet

213 Takipçi

0 Takip Edilen

Rob Maurer (@teslapodcast) 's Twitter Profile Photo

While Tesla cut list prices on Model 3/Y tonight, inventory discounts appear to have been removed for the time being. There isn’t a single vehicle near me that is discounted (excluding demo vehicles).

Rob Maurer (@teslapodcast) 's Twitter Profile Photo

Here we go, just got production numbers for Giga Shanghai in September... Tesla produced 18,104 Model 3 during the month. Highland was announced on September 1, so it would seem likely that these are all updated Model 3s and Tesla is already hitting 4,200 per week. Looks like

Rob Maurer (@teslapodcast) 's Twitter Profile Photo

Automakers are losing money on EVs, delaying investments, calling the EV market "brutal". They would've given up by now if it weren't for Tesla showing them (and more importantly, their stakeholders) what is possible. We are so fortunate for this. Thanks, Tesla

Gary Black (@garyblack00) 's Twitter Profile Photo

$TSLA raised prices on China M-Y LR by ¥1,500 (~$206) and M-3 LR by ¥2,500 (~$344). We est this will increase TSLA FY’2024 revs by $200M and TSLA FY’2024 Adj EPS by $.05/share. We assume this only applies to TSLA China volumes.

Gary Black (@garyblack00) 's Twitter Profile Photo

$TSLA US price changes almost always happen on Thurs nights. TSLA raised prices on M-Y LR and M-3 LR last night in China, citing higher costs. If costs are rising in China, they are likely rising in the US as well. That said, TSLA raised the price of M-Y LR in the US by $500

Gary Black (@garyblack00) 's Twitter Profile Photo

New $TSLA research initiated by HSBC with the equivalent of a Sell rating getting blame for TSLA’s -5% decline today. Most bearish part is his $146 PT, of which 40% comes from FSD, Dojo, and Optimus, which leaves just $90/share in value for the traditional EV business. For

New $TSLA research initiated by HSBC with the equivalent of a Sell rating getting blame for TSLA’s -5% decline today.  Most bearish part is his $146 PT, of which 40% comes from FSD, Dojo, and Optimus, which leaves just $90/share in value for the traditional EV business.  For
Gary Black (@garyblack00) 's Twitter Profile Photo

I’ve posted my full summary of the 108-page HSBC $TSLA research report which contributed to today’s -5% TSLA decline on Subscribers. There are (at least) three fatal flaws in the analysis that experienced investors will surely pick up on as they go through the report. I will

Gary Black (@garyblack00) 's Twitter Profile Photo

Yesterday’s HSBC $TSLA report that carries a Reduce (Sell) rating and a $146 PT relies on classic reversion-to-the-mean analysis, and seems more like how one would value a slow-growth legacy auto company than a high growth tech stock like $TSLA. The research team uses two common

Yesterday’s HSBC $TSLA report that carries a Reduce (Sell) rating and a $146 PT relies on classic reversion-to-the-mean analysis, and seems more like how one would value a slow-growth legacy auto company than a high growth tech stock like $TSLA.

The research team uses two common
Gary Black (@garyblack00) 's Twitter Profile Photo

One misperception I want to clear up: I hear many comments that because institutions get judged every day on results, we tend to overlook the huge value creation inherent in long-term initiatives like FSD licensing, DoJo, and Optimus. Nothing could be further from the truth. The

One misperception I want to clear up: I hear many comments that because institutions get judged every day on results, we tend to overlook the huge value creation inherent in long-term initiatives like FSD licensing, DoJo, and Optimus. Nothing could be further from the truth. The
Gary Black (@garyblack00) 's Twitter Profile Photo

I continue to view a $25K $TSLA “Model 2” as the game changer that causes ICE competitors to capitulate. While autonomy L4 could potentially produce a similar impact, TSLA’s unique advantage to mass produce a high quality $25K EV at a profit will crush ICE viability.

Gary Black (@garyblack00) 's Twitter Profile Photo

I’ve been wrong and humbled by $TSLA for two years now. Over the last two years $TSLA -38% vs NDX -4%. I try to incorporate my best rev and earnings forecasts for each TSLA business into my estimated TSLA value, but I’ve been wrong in my assumption that $TSLA wouldn’t cut prices

I’ve been wrong and humbled by $TSLA for two years now.  Over the last two years $TSLA -38% vs NDX -4%. I try to incorporate my best rev and earnings forecasts for each TSLA business into my estimated TSLA value, but I’ve been wrong in my assumption that $TSLA wouldn’t cut prices
Gary Black (@garyblack00) 's Twitter Profile Photo

I continue to believe $UBER has an excellent chance of being added to the S&P 500 in the next few months: 1/ $UBER has the largest market cap ($107B) of any company not currently in the S&P 500; and 2/ UBER has 4 cumulative quarters of GAAP positive earnings (+$.49) including

I continue to believe $UBER has an excellent chance of being added to the S&P 500 in the next few months: 

1/ $UBER has the largest market cap ($107B) of any company not currently in the S&P 500; and 
2/ UBER has 4 cumulative quarters of GAAP positive earnings (+$.49) including
Teslaconomics (@teslaconomics) 's Twitter Profile Photo

All long-term $TSLA investors, enthusiasts, product owners, I raise my glass today in celebration of our shared journey. Today, let's toast to a company that stands & truly fights for a brighter, sustainable future. This company’s vision & relentless pursuit of innovation inspire

All long-term $TSLA investors, enthusiasts, product owners, I raise my glass today in celebration of our shared journey. Today, let's toast to a company that stands & truly fights for a brighter, sustainable future. This company’s vision & relentless pursuit of innovation inspire
Teslaconomics (@teslaconomics) 's Twitter Profile Photo

Always be yourself and don’t let anyone let you be something else bc you are beautiful the way you are. That’s what makes each of us special.

Tesla Energy (@teslaenergy) 's Twitter Profile Photo

Excited to be working with the AER to bring Tesla Electric to homes across Australia in 2024—connecting solar panels, Powerwall & EVs to share clean energy & reduce energy prices → tesla.com/energy-updates