Andrew Hughes

[Andrew Hughes @AndrewHHughes]

@anthony_ward @Glinner @JNHanvey The Ministry for the One True Narrative. Pathetic.

[Andrew Hughes @AndrewHHughes]

@alojohhardcore Maybe you could cover Bloom rather than EOSE since you have warned us all off EOSE?

[Andrew Hughes @AndrewHHughes]

@alojohhardcore The AJ investment memos, including this one, are for me the most valuable resource available for informing investment decisions.

[Andrew Hughes @AndrewHHughes]

@alojohhardcore Thanks. Makes total sense. Am trying to resist buying even more $TSLA 🤪

[Andrew Hughes @AndrewHHughes]

@alojohhardcore For those of us who stayed in $AMZN, would you recommend exiting now at $254 or do you think it will run in this current upbeat mood about the Iran conflict?

[Andrew Hughes @AndrewHHughes]

$TSLA is obviously a very divisive topic. It should be possible for HC subscribers to listen to your views on the name and make their own decisions. I value your input greatly, consider all of it and act on some of it (which is why I subscribe). Whilst recognising my lack of expertise, I do not agree with you on all matters and certainly not on all matters related to Tesla. But that is normal and healthy. People need to own their own decisions. Your input is very helpful, but we need all to be grown ups. As you say, peace.

[Andrew Hughes @AndrewHHughes]

@alojohhardcore And we continue to hold our $NVDA right up to earnings?

[Andrew Hughes @AndrewHHughes]

@alojohhardcore Should we be thinking about trimming $AMZN AJ? It has done extremely well.

[Andrew Hughes @AndrewHHughes]

@alojohhardcore I see Bloom Energy has popped on the announcement of an Oracle deal. Is there any expectation of including BE in your coverage in due course?

[Andrew Hughes @AndrewHHughes]

@alojohhardcore The tool is very useful. Do you publish your models underpinning your earnings forecasts?

[Andrew Hughes @AndrewHHughes]

@DillonLoomis Do you think that the share price related milestones in Elon’s comp plan would have to be revised (and revoted on) if the business is restructured in the way discussed?

[Andrew Hughes @AndrewHHughes]

@thejefflutz Jeff - presumably the share price related milestones in Elon’s comp plan would have to be completely redone (and voted on again) if the business is restructured as per the current rumours. Do you agree?

[Andrew Hughes @AndrewHHughes]

@alojoh Could you help me understand this point?

[Andrew Hughes @AndrewHHughes]

@alojoh AJ - If the reverse merger was to happen, presumably the market capitalisation milestones in the 2025 Elon comp plan would need to be materially adjusted? If that is right, surely Elon would not want to reopen all of that saga again.

[Andrew Hughes @AndrewHHughes]

@SawyerMerritt How about people who have bought FSD outright in UK (twice!) but never been able to use it!

[Andrew Hughes @AndrewHHughes]

@Gfilche @chamath @SpaceX @TeslaLarry How would the market capitalisation milestones operate if the business contained in the Tesla corporate structure is expanded to include SpaceX? All the numbers would be off:

[Andrew Hughes @AndrewHHughes]

@Gfilche @chamath @SpaceX @TeslaLarry What would a merger mean for Elon’s recently approved comp package? All the share price related milestones would need to be redone. Surely he doesn’t want to put that all back up for debate and a vote?