Fabio Formisano

[Fabio Formisano @FF_8]

Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From. https://t.co/FfACuwVJlF

[Fabio Formisano @FF_8]

@theallinpod @chamath easyyyy

[Ross Gerber @GerberKawasaki]

Tesla model 3 math. I bought my car in 18’ for $60k total with FSD. Got $7.5k back tax credit. ($2.5k in cal I didn’t qualify for) so $50k net. Sold the car for $46k 40 months of ownership $4k net cost. Never needed any service or cost. That’s $100 a month to drive a tesla. $tsla

[Fabio Formisano @FF_8]

@skysoldier93 @SawyerMerritt or he just want to cash out after [x] years of hard work and enjoy the life with 90m in his pocket

[Fabio Formisano @FF_8]

@stoolpresidente @KingJames @KDTrey5 Hahahahah

[Dave Portnoy @stoolpresidente]

Everyone is at the $amc party and I’m outside in the snow staring through the glass #DDTG https://t.co/ek1JSK7hOF

[Fabio Formisano @FF_8]

@ParikPatelCFA What about @chamath

[Gary Black @garyblack00]

On 2025 EPS of $30, $TSLA should be valued at no less than a 2025 P/E of 50x = $1,500 by 2025.

Discounting $1,500 to the present at 11.6% rate (assumes 10 yr Treas yld of 2.0%, 6% equity risk premium and 1.6x TSLA beta) implies a TSLA $1,000 PT within 6-12 mo ~50% upside.

[Gary Black @garyblack00]

5/ Biden EV tax credit will reduce $TSLA US prices by $7.5K/$10K
6/ Berlin opening will reduce TSLA prices in Europe by 15-20%
7/ Model A hatch will launch next year in Europe/China, which gets TSLA into <€25K segment
8/ 2022 FSD approval changes everything; ICE becomes obsolete

[Gary Black @garyblack00]

Retweeting. Why $TSLA remains my top position:
1/ $TSLA vols will grow 70%+ this year as Model Y ramps in China
2/ EV adoption is exploding, from 3% now to 25% by 2025
3/ TSLA prod’n capacity will double between now and 2022
4/ Cytruck launch in 2022 will add $2/sh+ to core EPS.

[Dave Portnoy @stoolpresidente]

Miami office coming along.....I told ya I was gonna fuck around and make some Sangria. @FrancisSuarez

[Fabio Formisano @FF_8]

@stoolpresidente Do you know that pizza is from Naples?

[Fabio Formisano @FF_8]

@chamath And what about Twitter?

[Marques Brownlee @MKBHD]

You can now BUY a depreciating asset with an appreciating asset 🤑

(This is genius from Tesla though, and I’d expect no other car company to do it first)

[Fabio Formisano @FF_8]

@chamath This is what we need 🚀

[Fabio Formisano @FF_8]

@stoolpresidente The suits are attacking $PENN

We all know that

[Dave Portnoy @stoolpresidente]

Hey @TheRoaringKitty what we doing here. Tell me when to go. #ddtg

[Dave Portnoy @stoolpresidente]

I am not a financial advisor. Don’t trust me. But $penn is on sale. Would I buy the dip and laugh and laugh and laugh? Yes. But what do I know 😏

[Fabio Formisano @FF_8]

@zerohedge Is this the reason why the market went red?

[Dave Portnoy @stoolpresidente]

Thank god they can’t swear during wet ass pussy. Kids may get the wrong idea.