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You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA China reported a modest 14.1K insured registrations for the week of June 24-30, the final week of the quarter. Through Week 13, China 2Q was +9.8% QoQ and -8.4% YoY. Source: @piloly, @Tslachan https://t.co/ZLNhBigb4N
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: $TSLA China’s modest week 13 registrations; all eyes on TSLA 2Q deliveries pre-mkt (IR-compiled consensus 438K; whisper # 420K); ECB policy makers suggest reduced odds of int rate cut in July; 10yrTY rising with odds of Trump presidency reflecting worries of higher deficits...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA 2Q delivs 443,956 -5% YoY vs IR-compiled consensus 438K and whisper # 420K. 2Q production 411K. Fantastic result.
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
As I posted on Friday, sentiment was so poor going into the $TSLA 2Q delivery print that even a number (444K) +1.1% above consensus (Bloomberg 439K) is viewed as a big beat. Strong result increases odds that TSLA will extend favorable low interest financing into 3Q, rather than additional price cuts. Big positive is ...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Sure, with the benefit of hindsight we could have owned more $TSLA than 3.3% of our portfolio. But the stock that replaced $TSLA as our #2 position - $NVDA - is up +146% YTD vs TSLA still -8% YTD and NDX +18% YTD. At $229, $TSLA now trades at 94x FY’2024 EPS of $2.42 - a 2-year high. On FY’2025 EPS of $3.27, TSLA tr...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Anyone short $TSLA needs to have their head examined. - EVs are a great business (15% EV adoption today, going to 60% by 2030). - TSLA will launch a $25K vehicle in 2025, significantly expanding its TAM. - TSLA will solve generalized autonomy first, worth potentially $5T. - TSLA will use all its learnings from Robota...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Professional money managers keep asking why $TSLA ripping higher (+23% last three days vs NDX +2%). I keep reiterating what I’ve said here: EV fundamentals matter most (EVs account for 86% of TSLA profits) and after 18 months of declining eps ests we are likely to get a turn as TSLA stops cutting EV prices and relies...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In 3Q, $TSLA should be able to beat 2023 3Q deliveries of 435K, reversing the two quarter downtrend (1Q -8.5%, 2Q -4.8%) which was unprecedented in TSLA’s history. Many growth PMs look at acceleration and deceleration as well as changes in direction. Clearly 3Q could mark a change in direction - especially if follow...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA Summary - 07/03/2024Upside:1/ EV adoption +20%-25% per yr2/ EPS est trend likely to turn positive3/ Fed starts cutting int rates in 20244/ Higher FSD take rates/licensing deal5/ $25K-$30K Next Gen launch6/ Optimus production begins FY’25Downside:1/ Judge McCormick may not ratify comp plan2/ FY’24 and FY’25 earnin...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Our sell discipline kicks in when:1/ Stock reaches our price target2/ Investment thesis changes3/ Near-term expectations get too high4/ Strategy change/CEO leavesWe stand by our decision to trim $TSLA from a 12.2% position (#1) in Sept 2022 to 3.6% today (#6). During that period, $TSLA -11% vs NDX +64%, and $NVDA has ...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA Summary - 07/04/2024Upside:1/ EV adoption +20%-25% per yr2/ EPS est trend likely to turn positive3/ Fed starts cutting int rates in 20244/ Higher FSD take rates/licensing deal5/ $25K-$30K Next Gen launch6/ Energy profits could 10x by 20307/ Likely first to market with unsupervised generalized robotaxi 8/ Optimus ...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
We have been asked many times over the past week what would cause us to increase our $TSLA position. We don’t trade. And we don’t blindly change our position size (TSLA currently #6 at 3.6%) just because the stock price is up. Our disciplines have served us well over time. We constantly evaluate position sizes based...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Previously announced tariffs on Chinese-made EVs sold into Europe will go into effect starting today. The new tariffs range from 17-21% for cooperating manufacturers (up to 38% for non-cooperating manufacturers) and are on top of existing 10% tariffs on Chinese-made EVs into Europe. IMO the new tariffs are unlikely to...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: $TSLA powers higher; new tariffs on Chinese-made M-3s in Europe; other than Korea, no new price cuts; why #btc is plunging; all eyes on today’s June employment #s.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Despite the 2Q delivs beat, $TSLA 2Q adj eps ests have barely budged, in keeping with the sell-side norm of not changing estimates after the end of a quarter until the earnings print, unless there is a pre-announcement. In reality, Adj EPS should rise with a delivs beat given better auto gross margins with higher volu...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
We have increased our $TSLA PT to $270 from $200. Attached is our updated forecast of $TSLA delivs, margins, and earnings vs WS ests. We’ve increased our $TSLA 2024 Adj EPS to $2.40 (from $2.20). Our 2024 volume forecast is now 1,707 (-6% vs 2023). We are slightly below WS 2024 Adj EPS of $2.46 and 2024 WS deliveries...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA Summary - 07/05/2024Upside:1/ EV adoption +20%-25% per yr2/ EPS est trend likely to turn positive3/ Fed starts cutting int rates in 20244/ Higher FSD take rates/licensing deal5/ $25K-$30K Compact launch FY’256/ Energy profits could 10x by 20307/ Likely first to market with unsupervised generalized robotaxi 8/ Opt...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Worth watching: Sen. Mark R. Warner (D-Va.) is attempting to assemble a group of Democratic senators to ask President Biden to exit the presidential race, according to two people with direct knowledge of the effort. Reminiscent of Republican senators pressuring Nixon to resign 50 years ago. https://t.co/gZYMXZk9DRWar...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Our sell discipline kicks in when:1/ Stock nears our price target2/ Investment thesis changes3/ Near-term expectations get too high4/ Strategy change/CEO leavesWe stand by our decision to trim $TSLA from a 12.5% position (#1) in Sept 2022 to 3.8% today (#5). During that period, $TSLA -9% vs NDX +66%, and we significant...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Avg $TSLA WS PT now $196, up +6% from a week ago. Huge difference between price and avg PT (price +28% higher) suggests more PTs hikes coming in weeks ahead. Given the normal cadence of WS, analysts will likely wait until earnings to revise ests and PTs. We jumped ahead because we expect TSLA 2Q earnings to beat (2Q $...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
This is pure BS Brad. We didn’t trim $TSLA in front of the shareholder vote. We cut our TSLA position from Sept 2022 through early 2024 out of concern the continuous price cuts would destroy TSLA earnings power. Which happened. We repeatedly expressed our strong opinion that shareholders would OVERWHELMINGLY approve E...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
From my upcoming Disciplined Growth Investing book: A stock’s price target is the same as its valuation. The price target should equal the present value of all future cash flows discounted back at the firm’s cost of capital, less debt, plus cash, divided by the number of fully-diluted shares outstanding. The price targ...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
I’ve long argued that to get $TSLA institutional investors to attach a value to TSLA’s AI efforts, TSLA should break out AI as a separate line item with relevant metrics in their financial statements, in the same way TSLA breaks out Automotive, Energy, and Services today. TSLA could provide fleet size, FSD take rates, ...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
I said last week that those who short $TSLA should have their heads examined. The fundamentals of the EV business are too strong and $TSLA is too well positioned to take advantage of the secular megatrends favoring EVs over ICE vehicles. https://t.co/PZBkcuiupc https://t.co/9vhHtRAKsD
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
It’s hard to predict whether $TSLA can make it 9 consecutive up days tomorrow. During this amazing 8-day run, $TSLA +36% vs NDX +4%. All Mag 7 stocks are up over this period: $AAPL +7%, $META +7%, $AMZN +7%, $GOOG +5%, $MSFT +4%, $NVDA +1%. At $251, TSLA now trades at 102x 2024 Adj EPS and 76x 2025 Adj EPS, their hig...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: What’s next for $TSLA stock; Fed Chair Powell’s two-day Congressional testimony Tues and Wed; June CPI Thursday; French election result creates hung political process; 2Q earnings season kicks off Friday with major banks’ results.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
The last time @elonmusk talked about obliterating $TSLA shorts was 2019-2020. From July 2019 through Dec 2020 TSLA increased 15x. https://t.co/iUGkYB8MG2
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
I spoke to DE Chancellor McCormick’s assistant this morning. She told me today’s hearing on attorney fees in the Tornetta v Musk case was not being live-streamed and was scheduled to run all day. She also told me the hearing on the June 13 $TSLA shareholder vote that approved Elon’s comp plan by a 72% majority had no...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
As expected, Judge McCormick adjourned the Tornetta vs Musk plaintiff fee hearing today after a full day of expert witness testimony and gave no indication when she would issue a ruling. $TSLA https://t.co/EfvmUvHI2M
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
For hedge funds still short $TSLA, here’s why it’s a really really dumb idea:1/ EV adoption growing at +20%-25% per yr2/ TSLA EPS revisions trend likely turning positive after 18 months of declines3/ EPS could grow +30% YoY in FY’25 after falling -24% YoY in FY’23 and -23% YoY in FY’244/ TSLA appears to be favoring use...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Good summary of today’s Tornetta vs Musk fee hearing before DE Chancellor Judge McCormick. $TSLA https://t.co/YyToHoKSjn
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA China reported 6.5K insurance registrations for the week of July 1 - 7, a strong Week 1 showing (+103% YoY and +240% QoQ). Given TSLA’s overall 2Q volume beat and TSLA China’s relatively modest registrations in 2Q Week 13, TSLA China may have held back some delivs last week to get 3Q off to a strong start.Source:...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-market summary for Subscribers: Fed Chair Powell kicks off two days of Congressional testimony; yesterday’s hearing on plaintiff attorney’s fees before DE Chancellor McCormick and our view of the likely outcome; $TSLA China strong 3Q Week 1 registrations followed last week’s modest 2Q Week 13 China reg...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
On buybacks vs the need for more equity, @TeslaLarry and I are diametrically opposed. If we polled 100 institutional PMs who own TSLA today (current TSLA shareholders) and asked which would they prefer: A) Raise $20B of new equity, or B) Buy back $20B in $TSLA stock, I would bet 90% would answer “B”. It’s not that w...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Tide starting to turn in Biden’s favor - for now. https://t.co/ZUTU7CHHev
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Elon promised Optimus robot design will be complete later this year. Recall at the 6/13 $TSLA AGM Elon suggested Optimus could add $20-$25T market cap to $TSLA, where he posited that Tesla may one day make $1 trillion of profit annually from the product, without offering a time frame. The $1T profit estimate came from...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Goldman Sachs analyst Mark Delaney has increased his $TSLA price target to $248 from $175 (+42%), while maintaining a Neutral rating. Delaney increased his TSLA FY’2024 GAAP EPS to $2.05 from $1.90 primarily due to higher delivery estimates. https://t.co/fnkSdPoSCo
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
We don’t see this as a big story that Elon’s autonomy development team gave special treatment to VIP promoters of $TSLA FSD Beta who posted FSD videos on-line, since everyone already knew this. The story was first posted yesterday around mid-day in Electrek, an EV trade publication.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: $TSM 2Q revenues blew past expectations, and is on the verge of becoming 8th company to reach $1T market cap; Powell acknowledges risks of slowing job growth fueled by high interest rates without signaling timing of first rate cuts; $TSLA goes for 11th consecutive positive ...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
The setup for $TSLA 2Q earnings is quite attractive, similar to the setup prior to the 2Q deliveries beat that has propelled TSLA +41% in 10 trading days. 1/ 2Q Adj EPS is still $.59, and has only moved +3% since last week’s delivery beat, largely because analysts typically don’t update their models after quarter-end u...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
WSJ: Heard on the Street: In China Everyone Is Making Self Driving Cars. $TSLA https://t.co/JzrjuSd3bP
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: $TSLA notches its 11th consecutive daily gain; DJIA and NDX hit fresh all-time highs yesterday with Powell incrementally dovish in two days of Congressional testimony; all eyes on June US CPI today - Core MoM of +0.2% supports odds of Sept cut.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
June CPI cooler than expected. Headline CPI -0.1% actually deflationary. https://t.co/5iwUkhY8DJ
{ "data":{ "Sentiment":"Negative"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
As I discussed last week. $TSLA “We continue to view TSLA’s 8/8 robotaxi unveil as a non-event, since we doubt TSLA will launch an unsupervised robotaxi that operates at 99.99% efficacy and assume liability for any injury or damage. Anything less than that is essentially no change from investors’ current expectations...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
To be fair, other than that $TSLA just went up +40% in 10 days on an unexpected 2Q deliveries beat, TSLA shouldn’t be down -6% today on news it’s delaying its Robotaxi unveil from Aug to October. FSD continues to improve at an accelerating pace and at some point will be at L4 (unsupervised) autonomy.
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
The reason Waymo is the standard because it has been approved to offer Robotaxi rides for fees in multiple cities. For $TSLA to be approved by regulators to offer robotoaxi rides it has to a/ show efficacy (1 per 17K miles per intervention) at least as good as Waymo; and b/ be willing to assume liability for damage or ...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Reposting from yesterday. Other than that $TSLA just went up +40% in 10 days on an unexpected 2Q deliveries beat, TSLA shouldn’t have be down -8% on news it’s delaying its Robotaxi unveil from Aug to October. FSD continues to improve at an accelerating pace and at some point will be at L4 (unsupervised) autonomy. A...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: Trump gains momentum after failed shooting attempt; Trump curve steepener trade favors financials and cyclicals that benefit from lower taxes and higher GDP growth; $TSLA +4.0% pre-mkt after Musk endorses Trump; 2Q US industry EV sales surge +11% YoY vs +3% YoY in 1Q.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA China reported a strong 11.4K insured registrations for the week of July 8-14. After two weeks, 3Q is +36% YoY, +121% QoQ and the best start to a quarter since 2023 2Q. Source: @piloly @Tslachan https://t.co/gFmx0N1V6A
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre- mkt summary for Subscribers: $TSLA China weekly registrations strong, best quarterly start since 2023 2Q; Fed Chair Powell signaled yesterday that inflation is heading toward the Fed’s 2% goal, paving the way for likely interest-rate cuts later this year; Today we get U.S. retail sales data and earnin...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Retail June retail sales much better than expected. https://t.co/Qc9riUNFqr
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA still offers a good setup into 2Q earnings next week. 2Q adj eps ests have barely moved ($.60 vs $.58 before 2Q delivs surprise) and 2024 P/E (102x) and 2025 P/E (76x) while elevated not out of line with recent history. Most important variable remains auto gross margin ex-reg credits (WS 16.2%E vs 16.4% in 1Q) ...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
One of the strongest bullish $TSLA storylines is TSLA EV strength so far in 3Q. After two weeks, TSLA China is +36% ahead of last year’s 3Q, and +121% ahead of 2Q. The momentum likely reflects $TSLA zero int rate financing deals in China.
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA China M-3 delivery wait times have been extended again to 3-5 weeks, up from 2-4 weeks. This is up from 1-4 weeks at the beginning of July. We believe this reflects success of 0% financing rates. https://t.co/pUhsfF12uK
{ "data":{ "Sentiment":"Negative"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: Tech stocks recovering after $TSM beats on 2Q rev and EPS and guides higher for 3Q rev and operating margin; yesterday’s NDX -2.9% sell-off was its worse day since Dec 2022; ECB rate decision and Lagarde press conference today; $TSLA earnings next Tues 7/23 - IR surveyed c...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
The case for $NFLX: - New cheaper ad tier - Crackdown on password sharing - Bridgerton- Your Honor- NFL gamesNFLX reports 2Q tonight - WS ests:- Net adds +4.9M- Revs $9.5B- EPS $4.74WS analysts are forecasting 2Q subscriber net adds of +4.9 million. That would follow estimate-trouncing additions of more than 9 million ...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$NFLX (-0.5% AH) beat on 2Q net adds (+8.0M vs +4.9M est), revs ($9.56B vs $9.51B est), and EPS ($4.88 vs $4.74 est). NFLX gave 3Q rev guidance below current WS ests $9.73B vs $9.8B but offered a 3Q EPS guide of $5.10 vs $4.74 est. NFLX also indicated 3Q net adds (5.2M est) would be less than 3Q year ago net adds of ...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
As I suggested two weeks ago: Those betting on a second Trump Presidency in an easy victory over Biden need to be re-thinking the election as Trump vs Harris, Newsom, Whitmer, Clinton, or another Dem. Increasingly it looks like Biden will step down, perhaps by this weekend.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA raised U.S. prices on Model S and X by $2,000 last night. The annualized P&L impact on 50K est units is $100M, or +$.02/share incremental EPS. https://t.co/ZAE3HnlVAQ
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: Mass IT outages impact travel, banks and media, adding to tech stock woes; $NFLX crushes 2Q net adds expectations, offers slightly weak 3Q revenue guidance; $TSLA raises prices on Model S/X by $2K; Biden likely to withdraw from Presidential race this weekend, reports sugges...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
IMO the vast majority of Elon’s political rants are irrelevant - i.e. do not impact $TSLA ‘s brand equity. Whether he endorses Trump or Biden or some other Dem at the top of the ticket does not impact TSLA brand equity or the customer purchase decision. What drives $TSLA stock price is earnings, and what drives earni...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
We posted detail on Subscribers supporting our $TSLA 2Q Adj EPS est of $.63 (Bloomberg WS consensus $.60, IR-compiled survey WS consensus $.62). TSLA reports 2Q Adj EPS on Tues 7/23 after the close.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
As expected, Biden has dropped out of the race for re-election as President. Biden endorsing Harris clearly favors Trump but don’t count Dems out yet. Even with Biden’s endorsement someone other than Harris may emerge as the Democratic nominee.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Those who think Trump/Vance will win by a landslide are getting ahead of themselves. The American public doesn’t trust Trump after the events of Jan 6th. I was no fan of Biden or Kamala but Dems could still nominate Newsom, Michelle Obama or another leading Dem to be their Presidential candidate. My point: It’s too ...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
The reason $TSLA hasn’t done well under the Biden Presidency has nothing to do with Biden. It’s because TSLA cut EV prices and got zero volume growth in return, which caused TSLA earnings to be cut in half (see chart below). Absent Biden’s $7,500 EV credit, TSLA would have done even worse.For the record I voted for Tru...
{ "data":{ "Sentiment":"Negative"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre- mkt summary for Subscribers: Implications of Biden’s exit from the Presidential race and continuation of the Trump trade; China cuts key short-term int rate; all eyes on $TSLA and $GOOG earnings Tuesday, 2Q GDP growth Thursday, and June PCE deflator Friday; big tech earnings and Fed meeting next week.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
As we discussed last week. Trump trade now on pause. Political uncertainty is now in the driver's seat - which is good for equities. https://t.co/eY19t7KD4d
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA China reported 10.5K insurance registrations for the week of July 15-21. After 3 weeks, 3Q is 28.4K units, +114% QoQ, +36% YoY, and the strongest start to a quarter in five quarters. Source: @piloly @Tslachan https://t.co/MR65H7B1yp
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$SPOT +14% to $339 pre-mkt after matching 2Q ests for premium subs adds and Revs, beating on 2Q Operating Income, GM% and EPS, and blowing away 3Q GM% and operating income ests with guidance, reflecting the favorable impact of the June 2024 price hike. 3Q subs guidance was light.2Q:Premium subs adds +6M (+6M est)Total...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: Markets cheer growing odds of stalemate in DC as Dems coalesce behind Harris as Dem Presidential nominee; $TSLA and $GOOG earnings tonight after the bell; we expect a $TSLA beat although much depends on one-time items like deferred rev recognition, Other income, and restruc...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
@TroyTeslike Here’s the $TSLA 10-Q wording: https://t.co/XoEfiMSF93
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Most $TSLA analysts will back out the $350M restructuring charge ($.08-$.10/share hit to 2Q Adj EPS) as one-time, as long as $TSLA clearly communicates that it is a one-time severance charge. This is how it was presented in the 1Q 10-Q. https://t.co/NuO77yo8pb
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA 2Q Adj EPS of $.66 (reported Adj EPS $.52) beat WS estimates of $.62 excluding the $622M restructuring charge (-$.14/share). Auto gross margin ex-reg credits was 14.6%, below WS consensus of 16.2%. Total revs of $25.5B beat ests of $24.6B.
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA -7% AH after reporting 2Q auto gross margins ex-reg credits of 14.6% vs 16.2% expected. TSLA 2Q Adj EPS of $.52 came in light vs WS $.62 est, but excluding the -$.14/share one-time charge associated with $622M in 2Q severance costs for TSLA’s 10% layoff, TSLA non-GAAP diluted EPS would have been $.66 vs $.62 cons...
{ "data":{ "Sentiment":"Negative"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt sumnary for Subscribers: $TSLA misses on auto gross margins ex-reg credits and suggests margin pressures will persist into 3Q; $GOOG matches ests but YouTube revs light; $LVMH lower on plunging China sales; $F $CMG $T $IBM $NOW $LVS all report earnings today; New Reuters/Ipsos poll shows Harris le...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA Summary - 07/24/2024Upside:1/ EV adoption +20%-25% per yr2/ EPS est trend likely to bottom 4Q3/ Fed starts cutting int rates in 20244/ Higher FSD take rates/licensing deal5/ $25K-$30K Compact launch FY’256/ Energy profits could 10x by 20307/ Likely first to market with unsupervised generalized robotaxi FY’25 8/ O...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Here are the positive reasons investors should consider buying $TSLA -10% today:1/ Elon reaffirmed that the more affordable ($25-$30K) TSLA vehicle will start deliveries in 2025/1H. This is classic TAM expansion by leveraging a premium brand to lower-price segments. Elon was deliberately vague to prevent Osborne effe...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Fair point by @TSLAFanMtl . TSLA’s EV business is huge, growing, and easy to value. $TSLA has a huge competitive advantage vs peers on brand, performance, cost, and price vs value. On robotaxi, TSLA may or may not get to unsupervised FSD at 99.99% efficacy. 95% efficacy isn’t good enough. And supervised FSD adds very ...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
I try to offer balance on $TSLA. When everyone is screaming buy, I try to stay measured. When everyone is selling, like yesterday, I try to offer reasons to buy. Here is my constructive feedback on TSLA’s 2Q earnings call. Rather than offer 10-20x TSLA market cap projections without analytical support, the focus shou...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: Investors pull back on AI trade; Why $TSLA stock may be stuck until management offers a plan to stabilize margins going forward; waiting for DE Chancellor McCormick to again rule on Elon’s 2018 comp plan; all eyes on 2Q GDP today, PCE tomorrow, and next week’s Fed meeting; ...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
China doubles cash subsidies (to ¥20M, roughly $2,770) for consumers who convert to EVs. $tsla https://t.co/frQVe1NqzS
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
At 100x P/E, the market is clearly not valuing $TSLA as just a car company. But for $TSLA to go higher the main driver of earnings - the EV business which accounts for 80% of profits - has to stabilize and most importantly auto gross margins have to stabilize. Only then will investors look to the incremental contribut...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Footwear industry leadership continues to shift rapidly, with $NKE losing share, and $ADS, $ONON, and $DECK gaining share.$DECK +8% AH after beating 1Q ests and guiding higher for FY’25. The HOKA brand (+30% YoY vs +26% YoY exp) continued to drive the upside surprise. Hoka (46% of revs) and Uggs (49% of revs) make up...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: Equities rebounding in front of today’s June PCE, with $NVDA, $MU, and $AMD all up more than 2%; Powell likely to signal a Sept rate cut at next week’s Fed meeting; Polls continue to show Trump and Harris in a dead heat in the Nov election; $TSLA likely to remain in the $2...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$DECK +12% pre-mkt after beating 1Q ests and guiding higher for FY’25. The HOKA brand (+30% YoY vs +26% YoY exp) continued to drive the upside surprise. HOKA (46% of revs) and Uggs (49% of revs) are 95% of $DECK revs.1Q:- Revs $825M vs $808M est- Adj EPS $4.52 vs $3.48 est- Hoka +30% YoY vs. +26% YoY est- Uggs +14% Y...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Senator Tim Scott (R-SC) on 2024 election: “We have two choices for President in November: One who wants to make America great, and one who wants to make America more like San Francisco.” 💯
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Many $TSLA bulls who are focused on the amazing progress of FSD are missing the key driver of the stock, which remains auto gross margins ex-reg credits and which hit a new 36-month low in 2Q. Until mgmt addresses the gross margin issue (they spent all of 30 seconds on it on the 2Q earnings call) TSLA stock is likely ...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
If $TSLA auto gross margins drop to zero and Elon tries to make it up on FSD sales and licensing fees, TSLA stock will drop to <$100. You got a taste of that Wednesday when $TSLA -12%. I and other institutions would of course be out. Seems like a better TSLA strategy would be to leverage a lower priced FSD with 99.9...
{ "data":{ "Sentiment":"Negative"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Reposting our reasons to buy $TSLA from Wednesday. For the record, $TSLA remains our fifth largest position in FFND. We maintain a TSLA PT of $270 vs an avg WS price target of $213.
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
I am clearly a $TSLA bull or we wouldn’t own $TSLA as our #5 position at a 3.6% weight. Those who try to paint us as $TSLA bears because we’re not bullish enough or because we try to explain why TSLA stock fell -12% on Wednesday after 2Q earnings (due to lower than expected auto gross margins ex-reg credits) do not un...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
To increase our $TSLA position we need to see: 1/ A path to stabilizing and ultimately increasing auto gross margins; 2/ Evidence that TSLA volume growth can return to 25%+ as TSLA launches a $25K-$30K vehicle to expand its TAM; 3/ Data that shows $TSLA FSD can get to 99.99% efficacy (% drives without disengagement) ...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
As pointed out by @thejefflutz, $TSLA may be targeting production of around 2,770K units (+50% above 2023 production of 1,846K), vs 2,350K current installed capacity today, including new affordable TSLA vehicles, scheduled for first deliveries in 2025/1H. Mgmt indicated in the 2Q earnings release “a current expected ma...
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt summary for Subscribers: Equities rebounding in front of tech earnings this week and 2-day Fed meeting concluding Wednesday; #btc higher after Trump endorses the digital currency at #btc 2024 conference in Nashville; BOE likely to cut rates for first time since 2020 on Thursday; $TSLA likely to tre...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
We’ve noticed a surge in posts on X that $TSLA FSD is nearing the point of “no critical disengagements” with the rollout of FSD 12.5 to Model Y owners with HW4 this past weekend. @eliasmrtnz1 community FSD tracker shows FSD 12.5 with 95.5% efficacy based on % drives with no critical disengagements, and 84.8% efficacy b...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$TSLA China reported another strong 13.5K insurance registrations for the week of July 22 to 28. After 4 weeks of 3Q, TSLA China is now +49% QoQ and +33% YoY vs 2023/3Q. This appears to be $TSLA China’s best start to a quarter ever. Sources: @piloly @Tslachan https://t.co/W1AiNlmP2d
{ "data":{ "Sentiment":"Positive"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
We expect $SBUX to again miss when it reports 3Q results tonight, and guide down FY’24 revs (current guide +7-10%, WS +2%). We are usually wary of hockey stick type revenue trajectories (current rev growth 0% and resuming +8% growth in 2025) absent new products or merchandising. We expect comps to be pressured in the ...
{ "data":{ "Sentiment":"Negative"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
Harris was backed by 48% of voters to 47% for Trump — a statistical dead heat — in the swing states that will likely decide November’s election. That’s a stronger showing than the two-point deficit for President Biden in those swing states before he dropped out of the race. The Democratic VP overtook Trump in polls in ...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
In today’s pre-mkt trading summary for Subscribers: $BOJ raises interest rates, underscoring determination to normalize monetary policy. $AMD beats and raises, leading AI stocks higher; Powell likely to signal rate cuts starting in Sept following today’s Fed meeting; $META earnings tonight after $MSFT Azure cloud re...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
The Fed held rates steady but signaled the first cut is nearer given changes in the statement vs their prior statement.Specifically, the Fed:- Added that the FOMC was “attentive to the risks to both sides of its dual mandate” rather than the previous language of being “highly attentive to inflation risks.”- Tweaked lan...
{ "data":{ "Sentiment":"Neutral"} }
You are a Tesla stock analyst, responsible for sentiment analysis of Twitter tweets provided by users. # User input may include the following JSON format: ## 1. Tweet: tweet # For the user input, you need to complete the following tasks: Determine the overall sentiment of the tweet, considering both Tesla (company an...
$META (+7% AH) beat across all 2Q metrics, and guided to higher than expected 3Q Rev. The gains were in META’s core ad business (+22% YoY vs +20% YoY est), and it was a clean beat. We expect analysts to raise FY’24 META ests by ~5% tonight and tomorrow. While up +34% YTD, META still trading at a very reasonable 2024 P...
{ "data":{ "Sentiment":"Positive"} }
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