Dan Octane

Leveraged Credit and Equities. Mobile Alpha. Fascinated with $TSLA and $TSLAQ. Not investment advice.

[Ross Gerber @GerberKawasaki]

The next 12 months for tesla will be epic. We expect close to 2 mil vehicles produced from four factories. We expect FSD to be wide released by year end. We expect a Cybertruck early next year. Going to be a huge growth year. $tsla

[Dan Octane @dan_octane]

@Teslaconomics Unfortunately I bet against $TSLA at $488. I'm such a fool.

[Dan Octane @dan_octane]

$TSLA got McConnelled today

[Dan Octane @dan_octane]

@fly4dat Selling a $25K $TSLA to buy a $100k $RIVN R1S. America's premier Financial Advisor on display.

[Dan Octane @dan_octane]

@alojoh

[Dan Octane @dan_octane]

@greggertruck Disruption! $TSLA

[Dan Octane @dan_octane]

@GerberKawasaki @TQInvestor Have you seen the valuations of LA Real Estate? You think that makes sense? The impact of ZIRP has been so profound and it's clear that some have not fully understood that or been able to adjust to a positive real interest rate world.

[Dan Octane @dan_octane]

@GerberKawasaki Says the guy with 118k posts. Are you kidding?

[Dan Octane @dan_octane]

@farzyness @Sammy_Swagner What does "earlier than most people think" mean in actual time? Otherwise it's a statement with no meaning.

[Dan Octane @dan_octane]

@ValueAnalyst1 Energy gross margins are over 50%? That's an incredible accomplishment for $TSLA!

[Dan Octane @dan_octane]

@garyblack00 $TSLAQ was very wrong. In Jan 21, two years ago you we're forecasting 2.8MM deliveries in 2023. It is tracking to be approximately 1MM deliveries too high. Let's put that in the "very wrong" category for $TSLA as well.

[Dan Octane @dan_octane]

@garyblack00 Can you quantify huge in terms of volume? Thanks.

[Dan Octane @dan_octane]

@wholemars So what is the disconnect? Why is it rated this way?

[Dan Octane @dan_octane]

@BradMunchen TESLA MODEL 3 DOES NOT DEPRECIATE! Take that Brad.

[Dan Octane @dan_octane]

The first six months have been epic so far, but mostly for $TSLA stock price.

[Ross Gerber @GerberKawasaki]

The next 12 months for tesla will be epic. We expect close to 2 mil vehicles produced from four factories. We expect FSD to be wide released by year end. We expect a Cybertruck early next year. Going to be a huge growth year. $tsla

[Dan Octane @dan_octane]

@GerberKawasaki @WilliamJamesL As much as tweeting?

[Dan Octane @dan_octane]

@montana_skeptic @GordonJohnson19 @StanphylCap @CathieDWood I wonder if there is a single company in their portfolios that has come even close to their growth projections. I only know of $TSLA and judging by that, shouldn’t the insurance business be worth $1 Trillion? Hoping to finish this tweet before my robotaxi picks me up.

[Dan Octane @dan_octane]

@JonBryant421 FUD, Haterade, Heresy!

[Dan Octane @dan_octane]

@gwestr @flyingfox44 @jasonsbishop @ArkadiuszKula Don’t forget to throw in First Principles

[Dan Octane @dan_octane]

Rates higher, VIX higher, stocks higher. Got it.