David

@dee_bosa The more diversified NDX tracks IGV, so why would you buy IGV when it has never surpassed NDX

this is a wild chart. 15 years of near-perfect correlation between the NDX and software (IGV)...now the widest divergence on record

@garyblack00 You’ve identified that the price cuts are negative, yet Tesla keeps cutting prices. Why do you think Tesla will change this strategy? If Tesla does not change, will you still hold your position in TSLA?

Funny how $TSLA bulls point to 2023 stock price gain of +102% as evidence that TSLA’s strategy of cutting prices last year worked. Even though $TSLA stock was down -65% in 2022 (mostly 4Q) as WS started cutting eps estimates for the discounts that preceded the price cuts. Math: $TSLA -65% decline in 2022 followed by +102% gain in 2023 still results in -29% decline over two years (vs NDX +3%). (1-65%) x (1+102%) = -29%

@garyblack00 @sagardeo Is TSLA still a hold if you make worst case assumptions that the price cuts continue until margins approach those of competitors? Would be helpful to get your take on the bear case.

@sagardeo I get the theory but cutting prices doesn’t stimulate more delivs to produce more training data. Communicating the advantages of EVs vs non-EVs would get more training data. Your logic is flawed.

Tesla’s mission is to accelerate the world's transition to sustainable energy. Price cuts on existing M-3/M-Y trims do little to advance that mission. $TSLA mgmt is again playing the short game of cutting prices to pull forward orders for a month or two. If we learned anything in 2023, once competitors match the price cuts, the acceleration in order flow reverses, and inventory discounts return and the process repeats. On the other hand, introducing a $25K next gen vehicle IS consistent with TSLA’s mission since it expands TSLA TAM to a whole new segment of buyers. Educating non-EV users why they should go EV (lower costs, charging convenience, OTA technology updates, superior performance, good for environment) will also accelerate EV adoption. IMHO TSLA should focus on its long term mission of accelerating EV adoption and spend less time managing short term order flow.

@munster_gene Who do you think is Tesla’s biggest competitor?

The base has now been set for my predication that Tesla will maintain its US EV market share in 2024.

@wintonARK Exit row seats cost more, and some passengers don’t qualify to sit in the exit row, so there could be a bias towards vacancy for those seats

ok it does seem very weird that the Alaska Air flight had 7 seat vacancies against 152(?) economy class seats and 2 vacancies were side-by-side adjacent to the breach. ~1 in 470 chance. Taking into account mid-plane rather than towards rear, probably higher unlikelihood.

@Fidelity I wasn't able to make a trade and now the market is closed! 😠

@4C_Blue Send an email to investor.relations@coherent.com to let them know that their website isn't working! If enough people email them, they'll know to fix it.

$COHR PR says financial results for its fourth quarter and full fiscal year 2023 have been posted as a letter to shareholders in the investor relations section of its website. Yet the website is down. Did everyone go home? Release the numbers. Where are you guys? MIA?

@slamcandie Send an email to investor.relations@coherent.com to let them know that their website isn't working!

Can't even access the $COHR earnings. Wish companies would just post normal press releases..

@BS_Cleveland Why are the weights flopping around if they’re so heavy?

Good lord, Nick Chubb…

@kchau I’m having the same issue. My +1 is a registered shareholder and didn’t get an email.

Wife just got the QR code ticket for the Tesla shareholder meeting. Doesn’t look like I (+1) got one yet.

@MartinViecha I received a confirmation email with QR code, but my +1 guest that is also a registered shareholder did not. She showed me registered status in her Tesla account. Can you help us with this? Thank you!

Most +1s that applied for Annual Meeting are not registered holders through the Shareholder Platform. Only registered holders will be able to attend. Anyone who's a +1, please register 👇

@teslafan_net @lovemesomemusk Same question here. How do I confirm that my guest can go?!

@lovemesomemusk Hi. Saw your video from 2022 Tesla shareholder meeting. Regarding my +1 guest I'm bring along, will Tesla send them a separate email to fill out the form to RSVP their spot? Does my guest need to have their separate QR code to enter the meeting? Thanks

happy thursday! how’s your week going? 😄

@BijanDMD9 @Tesla @elonmusk @wholemars My guest hasn’t received anything either. How do I confirm that my guest is on the list? @MartinViecha

Folks going to the @Tesla shareholder meeting, any idea how we can confirm the guest we listed? Just got my QR code ticket but it didn't say anything about the guest I entered. @elonmusk @wholemars

@SawyerMerritt @Tesla As much as Elon despises MBAs, both Zach, the CFO, and Tom have an MBA

BREAKING: Tom Zhu has been named Senior Vice President of Automotive at @Tesla, effective as of April 2023. "Tom Zhu has served as our Senior VP, Automotive since April 2023. Mr. Zhu joined Tesla in April 2014"

@SawyerMerritt @elonmusk How many consecutive days does Elon usually sell shares? It’s usually over 3-day blocks, right?

BREAKING: Elon Musk sold 21,995,000 shares of $TSLA Monday through Wednesday, worth ~$3.58B, according to a new Form 4 filing tonight. @elonmusk Filing: sec.gov/Archives/edgar…

@squawksquare TSLA filed form S-4 showing that Elon started selling on Friday, so you were right

This is 100% Elon selling some $TSLA shares. I'd bet my account on it. Why now? Nobody knows.

@rdassaly Twitter explains what the Curation team does here. Where does it say that this team tackles misinformation? help.twitter.com/en/rules-and-p…

Looks like Elon Musk fired the entire curation team. These were the folks who tackled misinfo, contextualized conversations via the 'Explore' page, and helped make Twitter an unmatched source for breaking news. This will make Twitter noisier, more dangerous & less interesting

Getting good M&A advice from the best @FunnyAsianDude #SiliconValley #CorpDev

Amazing week one. Humbled and honored to be leading @corp dev. What an amazing team!!!#LoveWhereYouWork.

Twitter volunteers for #TwitterForGood day at Stern Grove, helping to prep the park for the @sterngrovefest concert series beginning in June! Thanks for loving our parks & getting us ready for the #summer @TwitterForGood @Nonprofits #sf