Cormac McCarthy's 401k

There is no such joy in the tavern as upon the road thereto or triple levered ETFs.

[Cormac McCarthy's 401k @401kCormac]

"When the lambs is lost in the mountain, he said. They is cry. Sometime come the mother. Sometime the wolf" @garyblack00 @haralabob

[Dave Portnoy @stoolpresidente]

I bought at the absolute high on $amc $nok and $nakd and sold at the exact bottom. I lost 700k and people are calling me a suit and a pussy. I may be a pussy but I’m def not a suit

[Cormac McCarthy's 401k @401kCormac]

@futurefund Congrats, Gary! How is the book coming along? I look forward to buying a few copies.

[Cormac McCarthy's 401k @401kCormac]

lol. @garyblack00

[Gene Munster @munster_gene]

$TSLA's Monster Move; Sum of the Parts

Since TSLA reported earnings on April 22nd, the stock is up 46% (adding $350B in mkt cap). Here's my "sum of the stock rip" math:

• 10% of the move came today. News that Tesla's Board is working on a contingency plan in case Elon Musk’s 2018 pay package remains voided reminded investors that the Board is actively planning on him sticking around.

• 25% of the move was driven by the pause on China tariffs on May 10th, which made it more likely that Tesla can maintain current pricing. This suggests that part costs are less likely to spike by 145%, as previously feared.

• 65% of the move can be attributed to two key updates from the quarter: first, automotive gross margin came in slightly better than expected, signaling that profitability isn’t in free fall despite a 13% YoY decline in deliveries; second, Tesla reiterated the timeline for launching its ride-hailing service in Austin.

Ride-hailing is a massive opportunity. This year in the U.S., Uber and Lyft are expected to generate about $90 billion in gross bookings across roughly 4 billion rides. It's a winner-takes-most market. For context, Tesla is projected to generate approximately $100 billion in total revenue this year. In other words, ride-hailing could materially move the needle—especially considering its high operating margin (50–70%) compared to Tesla’s current sub-10% margin.

[Cormac McCarthy's 401k @401kCormac]

@garyblack00 long 89x? how do you manage all this?

[Cormac McCarthy's 401k @401kCormac]

@squawksquare stfu, you voted for this guy. ead

[Cormac McCarthy's 401k @401kCormac]

@garyblack00 https://t.co/l1NZszKOLM

[Cormac McCarthy's 401k @401kCormac]

@garyblack00 https://t.co/l1NZszLmBk

[Cormac McCarthy's 401k @401kCormac]

@garyblack00 gary is this good or bad for tech stocks? i assume very good.

[Cormac McCarthy's 401k @401kCormac]

@MuldoonMartin @garyblack00 @TeslaBoomerMama b4 the problem was "elon insisting on not needing p.r. or advertising." now the problem is just "elon" & "no advertising or p.r." p.r. wont fix the garbage that comes out of elon's mouth

[Cormac McCarthy's 401k @401kCormac]

@robpollard45 @consequence per kurt cobain, he was paid $2M

[Cormac McCarthy's 401k @401kCormac]

@consequence steve was paid $2M for his work on in utero. Kurt Cobain has said this publicly in widely viewed interviews and steve has also.

[Cormac McCarthy's 401k @401kCormac]

@MaryTilesTexas your one classy lady, mary. your handle is based on a porno (debbie does dallas) and you think using the word "retarded" is clever. please don't have kids. thanks

[Cormac McCarthy's 401k @401kCormac]

@mcuban please buy this stuff and destroy, https://t.co/mHKWPknhhe

[Cormac McCarthy's 401k @401kCormac]

@EmmetPeppers in the end, will your whole life be following tesla? isn't there something you want to do with it? do you ever feel like you are really doing nothing but wasting it?

[Cormac McCarthy's 401k @401kCormac]

@garyblack00 this guy literally lives in a trump building in chicago. what do you expect him to say???

[Cormac McCarthy's 401k @401kCormac]

@RealNickMugalli @garyblack00 Registrations of Tesla cars in California fell 24% in the April to June period, marking the third consecutive quarter that the company posted a sales drop in its key market, indicating mounting challenges for the EV maker, according to industry data on Thursday.

[Cormac McCarthy's 401k @401kCormac]

@garyblack00 @RobertVisse Registrations of Tesla cars in California fell 24% in the April to June period, marking the third consecutive quarter that the company posted a sales drop in its key market, indicating mounting challenges for the EV maker, according to industry data

[Cormac McCarthy's 401k @401kCormac]

@garyblack00 thanks for keeping it real, gary. reagan republican here who had to vote against trump once & will do so again.

[Cormac McCarthy's 401k @401kCormac]

@TSLAFanMtl Registrations of Tesla (TSLA) cars in California fell 24% in the April to June period, marking the third consecutive quarter that the company posted a sales drop in its key market, indicating mounting challenges for the EV maker, according to industry data.

[Cormac McCarthy's 401k @401kCormac]

@garyblack00 @orlandolorenzo @SaltasticTakes @TSLAFanMtl From January to June, Tesla saw its registrations in California slump 17%, even as distant rivals such as Hyundai, Kia Motors , BMW, Mercedes-Benz , Ford , and Rivian increased sales by double-digit percentage points

[Cormac McCarthy's 401k @401kCormac]

@garyblack00 @orlandolorenzo @SaltasticTakes @TSLAFanMtl Registrations of Tesla (TSLA) cars in California fell 24% in the April to June period, marking the third consecutive quarter that the company posted a sales drop in its key market, indicating mounting challenges for the EV maker, according to industry data.