I continue to think about next steps in the $TWTR vs @elonmusk battle. Elon sold $6.9B $TSLA shares at an avg price of $869 from 8/5-8/7 to guard against the “hopefully unlikely” event Judge McCormick forces the $TWTR deal to close after the trial 10/17-10/21.
2/ $TSLA released FSD 10.69 to high praise among 1,000 FSD beta testers, and raised the N. America FSD price from $12K to $15K effective 9/5/2022. This could add $.30/share to 2023 EPS, assuming no reduction in take rate. TSLA stock splits 3:1 after market close Wed.
Great chart from @nerdalert. Each year since 2020 my EPS starts 40%+ higher than Street EPS, and every year WS takes up ests throughout the year, fueling outperformance. 2022 has been an exception, where YTD ests are again +43%, but $TSLA P/E compressed due to macro and $TWTR.
$PANW (+8.5% AH) beat on 4th quarter results and raised guidance for 2023:
4Q (July):
Rev $1.6B vs $1.55B E
Adj EPS $2.39 vs $2.28E
Billings $2.69B vs $2.34B E
RPO $8.2B vs $7.8B E
FY’23:
Rev $6.85B- $6.9B vs $6.76B E
EPS $9.40-$9.50 vs $9.30 E
Release notes for @Tesa update 2022.24.5 in 2022 LR Model X Refresh
Profile is in the cloud!
Disable sentry sounds
Navagation stuff is saved per profile
Auto tear climate (I thought we had that? Lol)
I highly recommend reading this great new article by @MmeAlexandraS, who breaks down why Tesla is overdue for an important credit rating upgrade, and what might happen when $TSLA does get an investment grade rating.
https://t.co/GCM93oKzPT
Full video coming 🔜🎥
@F_Gregaard & @_dirkhh discuss the similarities between #blockchain and #opensource & examine how knowledge from these two spaces can help improve the social & financial systems of the world.
🔔 Subscribe & get alerted when live!
➡️ https://t.co/b09NFhgFC0
It's Friday, #Cardano🍻
✅ Time to load insights from #ProjectCatalyst & #Governance. Voting period was pushed back by ~2 weeks but there are plenty of events to catch up on! QA results & festivals? Read more via
🔗 https://t.co/S2oLTvT2rc
Have a grand weekend ahead 💙 #ada
Join the webinar tomorrow to hear about:
🔷The latest releases to the #Cardano#blockchain
🔷What’s up next on the project roadmap
🔷What sets Cardano apart from other platforms
🔷@UpholdInc's new integration with Cardano which allows for deposits, withdrawals, and staking
🔨🥞 Farm Auction #28 starting now!
21 projects join the bidding for Farms this week, bidding $CAKE to win.
Watch the auction in progress:
👉 https://t.co/dlRpSurFZl
📝📢 Introducing our proposed tokenomics with a max supply cap of 750M $CAKE! With a teaser into locked cake benefits.
It is very important that all $CAKE holders vote 🗳👉 https://t.co/v5blniZiO5
Read more here: https://t.co/zk3bjEeyrq
🎓STABLECOINS 101🎓
We believe stablecoins like #USDC can be the foundation for innovation in a new era of financial services.
But what are stablecoins? Why do they matter? Let's dive in...🤿🧵👇
#DYK +50% of prospective #NFT owners would only purchase them for functional reasons?
Explore NFT use cases like season ticket programs for sports teams or carbon credit tokens & learn the benefits of creating and distributing #NFTs on the #XRPL. https://t.co/PIHEoKGJCC
@F_Gregaard & @_dirkhh talk about the fundamental principles of #blockchain & #opensource & their crucial role in anchoring blockchain as a financial & social system.
📃Full article: https://t.co/wLueym4Z1L
Follow the thread for short video clips of the key topics discussed 🧵..