Savvy

just a simple man, trying to survive in the arena...

[Savvy @SavardLeo]

@_puckChirps @ger51047 Heard he's adding Vlad Guerrero junior to his team of advisors

[Savvy @SavardLeo]

@JOBhakdi Agree on the Buy mode, disagree completely on the Dems reason

[Savvy @SavardLeo]

@Selim095266881 So yes, right now uncertainty is bearish, but we have a similar growth as 2018-2025 plus we have a giant cloud business + a leader spot of the generational AI business.

Time will tell of course, and investing is not easy sadly, but I think this is a big overreaction.

[Savvy @SavardLeo]

@Selim095266881 (YoY) growth for Googl & Other revenue:
* 2018: +22.2%
* 2019: +15.0%
* 2020: +6.1%
* 2021: +43.1%
* 2022: +9.1%
* 2023: +7.7%
* 2024: +13.2%
* 2025: +13.4%
It's not like goog was growing 16%+ every year, but still was viewed a great biz.

Ppl were happy all these years

[Savvy @SavardLeo]

@danielnewmanUV I would rather say Hermes is full of bags...

[Savvy @SavardLeo]

@Michael96330365 @TSLAFanMtl I think there is an arbitrage to be made : if parking is too high, why not keep them on the road and charge a low fee to clients so revenue > park costs.long term, if 10k cars are always on the road ,transport cost could be so low ppl will get rid of 2nd car. Then it's a flywheel

[Savvy @SavardLeo]

@Fiscal_ai I think september sales in Hungary were under wall street expectations by 0.3% , that is what is disappointing the street.

Otherwise it was a stellar quarter and year but heck, wall street expected more....

[Savvy @SavardLeo]

@Core0f @Leonajardinho Exactly. I paid my mortgage at 40, now 52 and retired. All these years I had a stress free at work cause I had no debt , could go on jobs that I really liked without taking $$ into account, and I investes in stocks more aggressively cause at the end, it was money I could lose

[Savvy @SavardLeo]

@TSLAFanMtl They better

[Savvy @SavardLeo]

@TSLAFanMtl Question: if tesla want to move 300 robotaxis from Austin to Dallas, can they move unsupervised or do they need to be put on truck or with a supervising driver ?

[Savvy @SavardLeo]

@PremiumBlake @DillonLoomis Completely agree on the underperformance of tesla on the last few years.

Towards the end of the year: Elon said so many times that he expected xyz to be finish towards the end of the year, before the end of the year , etc it is the long version of the " in 2 weeks" statements

[Savvy @SavardLeo]

@PremiumBlake @DillonLoomis Blake, you're too impatient to wait "towards the end of the year" ? ;)

When they say long term investor, they really mean long term....

[Savvy @SavardLeo]

@DillonLoomis Don't worry Dillon. Those who will want to cancel you are of bad faith and against free speech ( Elon would not be proud of his puppies ).

Sane and pragmatic tesla investors can spot the blind fanboys from the analysts. You rose from Rob's shadow and became a rightful heir.

[Savvy @SavardLeo]

@frunkmonkeys @TSLAFanMtl Yeah it will take a long time before that but it would be freaking awesome for a cybercab to collect money while going to its long distance desrination

[Savvy @SavardLeo]

@farzyness @amitisinvesting " by the end of 2025 half of murica will have access to robotaxi" - Elon

"We are still on target to remain at 50% car sales CAGR for the foreseeable future." - Elon 2023

[Savvy @SavardLeo]

@MrPitbull07 The man is right of course. The woman prefer short term stimulation over long term quality of life.

Easy call. Red flag here. The guy has a short window to get out of this marriage......

[Savvy @SavardLeo]

@TSLAFanMtl I love tesla and what they bring to the world, and hopefully soon what they'll bring to their shareholders. But we need to stop thinking that every engineer s dream is to work at tesla SpaceX and that tesla can get everyone of the very best.

[Savvy @SavardLeo]

@TSLAFanMtl Tesla is way behind on batteries, in chip design, it is in the leader group in megapacks but is not able to grasp a big share of the megapacks explosion around the world, already the Chinese seem equal for this product.

Solar roof was a complete failure .

[Savvy @SavardLeo]

@TSLAFanMtl Tesla is a leader in physical AI until they can't bring Optimus to market soon, and I really hope they succeed.

Tesla is a leader in fsd until it is proven that the Chinese can't equal it in the next 12 month or until they can't scale their fleet, which I hope they do