Seeing the Forest

TESLA: Going to $1 Trillion market cap and WELL BEYOND. The truth will either 1. Set you free, or 2. Highlight your continued idiocy. (Written in 2018)

[Seeing the Forest @ThruTheTreez]

So wait, $tslaq @WallStCynic saying that @elonmusk, the guy who invented THIS, can’t figure out a way to make $tsla profitable selling >80k cars per qtr at an averaging selling price of >$50k ($5k of which is added in for a 90% gross margin autopilot software)!? Stop it 😂

[SpaceX @SpaceX]

Video recap of last night’s launch and landing

[Seeing the Forest @ThruTheTreez]

@finkd @finkd live voice conversations for @Muse cannot come soon enough. Any timeline on this?

[Seeing the Forest @ThruTheTreez]

@oguzerkan Estimates are way too bearish. 20x exit multiple optimistic? That’s nowhere close. Assumes the business will not adapt/take advantage of its clear AI advantage. This is way off all around

[Elon Musk @elonmusk]

Does seem unfair

[Elon Musk @elonmusk]

This js the hard truth

[Nic Cruz Patane @niccruzpatane]

Elon Musk in 2019 on LiDAR:

“They’re all going to dump LIDAR; that’s my prediction. I should point out that I don’t actually super hate LIDAR as much as it may sound. But at SpaceX, SpaceX Dragon uses LIDAR to navigate to the space station and dock. Not only that, SpaceX developed its own LIDAR from scratch to do that, and I spearheaded that effort personally.

Because in that scenario, LIDAR makes sense.

In cars, it’s freaking stupid. Once you solve Vision, it’s worthless.”

[Seeing the Forest @ThruTheTreez]

@alc2022 This only amounts to a market cap of around 200-250b. Folks see the large $5k/share number and think it’s impossible given where $Duol trades today without considering the fact that it’s very much achievable and actually quite probable based on TAM and the overall opportunity

[Seeing the Forest @ThruTheTreez]

@RobinhoodApp Well hello there

[Seeing the Forest @ThruTheTreez]

@alc2022 @thisischenx I just started learning Mandarin on $Duol too (half for personal reasons, half to further my investment thesis). First few lessons I was ignoring the characters. Not gonna fly. They teach you the characters too. I literally spent 10 minutes this morning writing out the Shui Hanzi

[Seeing the Forest @ThruTheTreez]

@CMDarnton After your upstart analysis I’m very interested to see if there’s a difference in opinion regarding $lmnd

[Elon Musk @elonmusk]

https://t.co/Mg0oHBVoxf

[Seeing the Forest @ThruTheTreez]

@Gfilche @iamrocketmen $hims
Very contrarian. top CEO. Profitable. 5x p/s now w 2b in sales guiding 2030 to be >6.5b. Adding new verticals. now expanding internationally. Getting into at home lab testing for long term personalized healthcare vision. Huge short interest. 10b market cap. Huge upside imo

[Seeing the Forest @ThruTheTreez]

@jcchristopher Sometimes a coach’s tough decision can make all the difference. Good thing $tsla has the best coach in the world

[Evan @StockMKTNewz]

The first driverless Tesla’s $TSLA are now appearing on the roads in Austin, Texas 👀

[Jason DeBolt ⚡️ @jasondebolt]

I honestly did not expect us to get all the votes necessary to leave Delaware for Texas.

This is such a huge deal, I can’t believe it. So many problems simply vanished overnight.

There’s full retard alignment between shareholders, board members, Elon and employees now. We cannot be stopped, and a new AI tsunami of innovation is emerging out of Tesla.

All of this is now possible thanks to the democratic system of shareholder voting. Shareholders have spoken.

[Whole Mars Catalog @wholemars]

Suck a dick Fred Lambert, suck a dick Ross Gerber, suck a dick Leo Koguan, suck a dick CalPERS, suck a dick Norway’s sovereign wealth fund…

[Elon Musk @elonmusk]

Both Tesla shareholder resolutions are currently passing by wide margins!

♥️♥️ Thanks for your support!! ♥️♥️

[Elon Musk @elonmusk]

FSD 12.4.1 releases today to Tesla employees. If that goes well, then it will be released to a limited number of external customers this weekend.

There are a massive number of changes to this build. It should arguably be called v13, but we’re sticking to 12 😂

Two other versions are in earlier stages of testing: 12.5 and 12.6, which could be called v14 and v15. We are starting to get to the point where, once known bugs are fixed, it will take over a year of driving to get even one intervention.

[Gali @Gfilche]

would like to extend a genuine fuck you to every $TSLA shareholder voting No for the 2018 @elonmusk comp plan 🖕

[Seeing the Forest @ThruTheTreez]

@Ryan4Tesla7 @DeItaone @POTUS needs to go immediately.

[Seeing the Forest @ThruTheTreez]

@TeslaJoy Not sure but I just went straight from 12.3.4 to 12.3.6 yesterday while never getting 12.3.5