Neil 𝕏 Profile Banner
Neil 𝕏 Profile
Neil 𝕏

@Neil_X10

3,549
Followers
843
Following
341
Media
7,169
Statuses

Investor | Analysis, Diligence and Commentary | Financial Markets 20+ years | Tech. & AI-fanatic | 10X+ Investments | 🇺🇸 Expatriate | More info below

Joined June 2016
Don't wanna be here? Send us removal request.
Pinned Tweet
@Neil_X10
Neil 𝕏
5 months
Thrilled to share* my 2-hour deep-dive with @Lemonade_inc Co-Founder & Co-CEO, Daniel Schreiber. 🍋 A must watch for those keen on understanding the Lemonade ( $LMND ) investment thesis, and why I believe it represents one of the best opportunities in the market right now. We…
47
49
216
@Neil_X10
Neil 𝕏
7 months
@stillgray College definitely isn’t what it used to be. But this girl not wanting to take an entry level job for less than $150-200k is entitlement and/or laziness.
52
36
3K
@Neil_X10
Neil 𝕏
11 months
@MarioNawfal Among all the tragedies in the world, I can’t help but wonder why this one is getting so much attention…
310
70
3K
@Neil_X10
Neil 𝕏
7 months
Wow. Elon fucks the $TSLA earnings call again. Another quarter, another massive failure in messaging. I swear at times he was even trying to talk over Vaibhav (their interim CFO). This call felt like yet another disaster. My initial thoughts below were noted before the call and…
265
122
1K
@Neil_X10
Neil 𝕏
6 months
The Tesla / Elon Faithful Need to Wake Up. A year has passed since Elon closed on his acquisition for Twitter/X. Who can forget his marching into their offices with a literal kitchen sink and going on an almost comical firing spree with the PayPal crew in tow? I don’t think…
Tweet media one
382
127
893
@Neil_X10
Neil 𝕏
5 months
@BillAckman Very glad you are being relentless on this. Thank you.
5
11
808
@Neil_X10
Neil 𝕏
2 months
Just finished the Don Lemon interview. The guy threw as many talking points and gotcha questions at @elonmusk as he could squeeze into an hour (even tried to go after his kid in a slimy underhanded way). Truly shameful performance by Don. Had an amazing opportunity to build…
57
18
714
@Neil_X10
Neil 𝕏
2 months
Anyone else really missing Tesla Daily? @TeslaPodcast $TSLA
87
8
686
@Neil_X10
Neil 𝕏
4 months
@stillgray This guy is a loser. Any woman who thinks a man can’t serve as a provider will (rightfully) walk.
28
3
550
@Neil_X10
Neil 𝕏
10 months
My (highly critical) take on the $TSLA earnings call... Overall, earnings were fine. But they weren't amazing. And, unfortunately, what I heard on the call was a lot of walking things back and throwing cold water on expectations. My key take-away: the company is doing just…
142
50
444
@Neil_X10
Neil 𝕏
2 months
Likely close to a bottom. $TSLA
Tweet media one
43
13
414
@Neil_X10
Neil 𝕏
1 year
@Charlesrat74 @ClownWorld_ I had to look this up…
10
22
352
@Neil_X10
Neil 𝕏
4 months
It's amazing to me how many $TSLA "investors" continue talking down those of us who are critical about what's happening with the business because of what they're seeing happening with the share price. Guys... (1) Elon's political crusades are unlikely to be a net positive for…
146
23
356
@Neil_X10
Neil 𝕏
1 year
@EndWokeness This woman has no idea of the second and third-order consequences of her words.
7
0
312
@Neil_X10
Neil 𝕏
2 months
@WholeMarsBlog I think you’re having difficulty separating yourself as a Tesla fan, a TSLA investor, and a fan of Elon. You may or may not be aware of this, but all of the gaslighting you’ve been doing dismissing legitimate TSLA investor concerns has very likely contributed to billions of…
140
25
319
@Neil_X10
Neil 𝕏
3 months
$TSLA Q4 earnings and call: Meh. It was good, but it wasn't great. And it's not because the business isn't performing well, but because expectations have been sky-high for some time, and I'm just not getting the sense that they're firing on all cylinders. Quarter after…
65
28
276
@Neil_X10
Neil 𝕏
1 month
@EndWokeness Seems high time for some good ol’ fashion vigilante justice.
41
4
254
@Neil_X10
Neil 𝕏
17 days
I have never seen a more delusional person with such a large following.
@alex_avoigt
Alex
18 days
Laying off employees in a fast-growing company is a positive and, for Tesla, a regular measure that has nothing to do with market conditions, but with efficiency and productivity. Tesla is the industry cost leader for a reason. $tsla
136
49
408
39
6
198
@Neil_X10
Neil 𝕏
4 months
We clearly live in a bubble here on Twitter/X. Yet people still refuse to believe @Tesla needs to advertise, educate consumers, and raise awareness in order to move product. After this whole compensation fiasco, I find myself asking whether Elon is genuinely oblivious to the…
Tweet media one
71
6
191
@Neil_X10
Neil 𝕏
27 days
$10 billion in FSD costs $250 billion (so far) on the fleet Not counted: years of training data collected from *paying* customers. No other company has or can replicate this edge. @Tesla has one of the most massive proprietary training data sets in the world.
@elonmusk
Elon Musk
27 days
@sobieski902 Pretty much. It has been staggeringly difficult to make generalized self-driving work, requiring all that you describe above and more. The investment in training compute, gigantic data pipelines and vast video storage will be well over $10B cumulatively this year. But that…
216
640
5K
12
17
175
@Neil_X10
Neil 𝕏
2 months
@WholeMarsBlog The tragedy of your account (and the Twitter purchase in general) is that you and others through the monetization system have created an echo chamber where you all pander to Elon for engagement. Instead of providing valuable feedback to the company we are all fans of, the fanboy…
31
8
174
@Neil_X10
Neil 𝕏
3 months
Unpopular opinion: Step 1: @elonmusk should redirect his focus back to @Tesla and ACTUALLY DELIVER on his promise of Full-Self Driving (FSD), thereby facilitating the largest ever value creation for $TSLA shareholders that he’s been talking up for over half a decade. Step 2:…
73
15
168
@Neil_X10
Neil 𝕏
30 days
“Tough quarter for everyone” is a cop out when @Tesla : - has the best product on the market - consumer awareness languishes - misinformation flourishes - the company CEO alienates some # of its core customer base Guess it doesn’t really matter as long as the company has a fat…
@elonmusk
Elon Musk
30 days
@WholeMarsBlog He’s such an idiot that he can’t even tell he’s an idiot. BYD sales dropped by 42% from last quarter. This was a tough quarter for everyone.
634
544
6K
57
16
161
@Neil_X10
Neil 𝕏
11 months
No other company has shareholders and fans as committed as @Tesla $TSLA — and you can’t put this in a spreadsheet.
@chazman
Chuck Cook
11 months
The things we to for the #FSDBeta program so we all learn more together! Thanks for your help Charlie! The data: White lines are 10 feet, space between is 30 feet, three lines and two gaps is 90 feet. Now we can measure vehicle speed from overhead! @elonmusk @aelluswamy
106
62
999
6
9
156
@Neil_X10
Neil 𝕏
17 days
I don’t buy it. Drew and Rohan’s departures seem different in nature to previous exec. level departures. It feels different, and it doesn’t feel good. @Tesla may very well be on the cusp of solving autonomy, but the auto business — its core business — is suffering, and I…
@elonmusk
Elon Musk
17 days
@farzyness @baglino @rohanspatel About every 5 years, we need to reorganize and streamline the company for the next phase of growth
408
558
5K
67
12
161
@Neil_X10
Neil 𝕏
6 months
@RadioGenoa They’re likely arresting him for his own safety.
15
0
149
@Neil_X10
Neil 𝕏
11 days
It is a literal tragedy for @Tesla and $TSLA shareholders that this person* has Elon’s ear, and for over a year has been leading people astray into believing that Elon has done no brand damage and that advertising was done but it simply didn’t work. He has made it unequivocally…
50
7
159
@Neil_X10
Neil 𝕏
1 month
Received a few messages over the last couple of days from friends / former colleagues (those who know I've long been a @Tesla fan and $TSLA investor) who are also long-time $TSLA investors asking: - what's going on with Elon - why is he attacking democrats - is he having his…
84
17
153
@Neil_X10
Neil 𝕏
6 months
This post wasn’t meant to be directed at anyone. I’m simply expressing my frustration with how it can feel at times to voice any sort of critical / dissenting opinion.
17
1
151
@Neil_X10
Neil 𝕏
4 months
Why $LMND is my top pick for 2024 & 2025 This thesis is predicated on a detailed examination of @Lemonade_Inc 's business model, growth potential, and market dynamics. I've noted below a high-level view of some of the key business drivers. And I've followed this up with my…
Tweet media one
Tweet media two
Tweet media three
Tweet media four
22
25
151
@Neil_X10
Neil 𝕏
1 year
Investing in @Tesla is like buying a disruptive innovation ETF. @LimitingThe
Tweet media one
6
26
136
@Neil_X10
Neil 𝕏
6 months
@RadioGenoa Who is "us" ?
3
2
131
@Neil_X10
Neil 𝕏
6 months
The best potential 50X return I'm aware of: Lemonade Insurance ( $LMND ) I’m typically a holder of large-cap stocks. At the same time, I'm a strong advocate for most people having at least one high-risk/high-reward early-stage company in their portfolio. I was introduced to…
20
14
133
@Neil_X10
Neil 𝕏
2 months
@WholeMarsBlog I didn't say he's doing it because of you or that you're giving him permission. To be clear - I said you're contributing to an environment where he thinks there's absolutely no harm to Tesla because of what he's doing. And you're further contributing to creating an…
28
1
130
@Neil_X10
Neil 𝕏
1 year
Tesla is likely to remain flat (at best) or sell off in the coming days and weeks. I hope to be wrong, but my impression after earnings and the conference call is that $TSLA is going to be a “boring” stock until ~2024, and it now has more near-term valuation risk. - Cars will…
33
15
120
@Neil_X10
Neil 𝕏
16 days
The auto business was perfectly healthy (simply needed greater consumer awareness). The energy business was/is ramping. The introduction of a lower cost model would have decimated competitors, and provided @Tesla with ample funding to pursue and perfect its many ambitions: -…
@jasondebolt
Jason DeBolt ⚡️
17 days
This is another massive transition period for Tesla which increasingly appears to be another “bet the company” moment on FSD. There’s no guarantee that robotaxi will work out the way we all expect, but it’s more likely than not. All of this hinges on a small team of AI engineers…
184
164
2K
40
8
120
@Neil_X10
Neil 𝕏
3 months
@jasondebolt Sorry, Jason, but none of this will change the fact that they likely could have offset the margin compression with effective educational / awareness / marketing campaigns.
33
3
115
@Neil_X10
Neil 𝕏
4 months
I hope all $TSLA investors are mentally prepared for a very volatile year. Elon is not going to let up on politics or his war on the mainstream media, and we are all along for the ride.
42
3
116
@Neil_X10
Neil 𝕏
9 days
Everyone that panic sold $TSLA at the bottom is now scrambling to buyback. Elon is nailing this call so far.
24
17
388
@Neil_X10
Neil 𝕏
9 months
@MikeGeorgeCBS @NYPDnews Watching this makes my blood boil. Why is no one stepping in to help again? Why did that man sit back down?
20
2
110
@Neil_X10
Neil 𝕏
4 months
@TeslaBoomerMama "Elon is how he is. Take it or walk, there is no in between." Why is this more often than not the default response Alexandra? Shouldn't Twitter/X in fact be the town square and a place that is open for debate where we can maintain our holdings and still express our perspectives?…
23
3
110
@Neil_X10
Neil 𝕏
2 months
A must read for $TSLA investors … the broken feedback loop is real. It is very obvious and very noticeable for those of us that have been (1) following Elon as close as a person can for over a decade, and (2) are not already a part of the sycophantic group that are…
@FredericLambert
Fred Lambert
2 months
A defense of Elon Musk and the impact of social media addiction I'm stuck in an airport in Athens this morning, so I decided to do what the Greeks have been doing so well for so long and put some of my thoughts together - specifically after chatting with a few people who could…
125
45
375
25
8
103
@Neil_X10
Neil 𝕏
7 months
@IranembassyDam Try it and see what happens.
21
1
97
@Neil_X10
Neil 𝕏
6 months
Lemonade ( $LMND ) has soared over 50% since marking a new all-time low just a week ago. What has driven its surge? And what do I think is likely to happen next? As we approached last week’s earnings, @Lemonade_inc was facing a lot of skepticism from the investor community. That…
Tweet media one
10
16
101
@Neil_X10
Neil 𝕏
3 months
Hello fellow $LMND investors! Finally connected with Shai yesterday and we managed to speak for nearly 2 hours. Full debrief on our spaces tomorrow at noon!
11
0
97
@Neil_X10
Neil 𝕏
5 months
Just wrapped on an in-depth 2-hour discussion with @Lemonade_Inc Co-founder & Co-CEO Daniel Schreiber. @daschreiber Have some post editing work to do, but this one (I hope!) is going to be worth the wait. $LMND
@Neil_X10
Neil 𝕏
5 months
Something special on the way… $LMND 👀
Tweet media one
9
0
31
15
3
96
@Neil_X10
Neil 𝕏
6 months
I’ve been raising concerns about the need for @Tesla to separate its brand from that of @elonmusk ’s personal brand for some time. This is another clear example of why Tesla needs its own consumer facing brand.
106
15
94
@Neil_X10
Neil 𝕏
7 months
@Osinttechnical This killed 500 people?
15
2
90
@Neil_X10
Neil 𝕏
3 months
@WholeMarsBlog Please stop pretending like you know what you’re talking about. You may have a lot of followers but you don’t seem to know a lot about business, and it’s likely your constant pandering to Elon with these dumb tweets in the hopes of maintaining your engagement has contributed to…
22
7
91
@Neil_X10
Neil 𝕏
11 days
@WholeMarsBlog You’re actually a newb who doesn’t know anything about business, but you get to pretend like you do because you’re good at social media, have hundreds of thousands of followers, and you have Elon’s ear. But please for once do us all a favor and shut up, and instead try to…
14
2
90
@Neil_X10
Neil 𝕏
7 months
@RadioGenoa Is that a girl?
17
1
79
@Neil_X10
Neil 𝕏
12 days
Here are some very simple questions for $TSLA investors to ask themselves: (1) Will the below tweet help or hurt Tesla’s sales? (2) Will the below tweet help or hurt Tesla’s brand? (3) Do you think more people will see Tesla ads over the next week than will see the below…
Tweet media one
@TeslaLisa
Lisa #TeslaTruth
12 days
Congrats for again boosting stuff like this @ElonMusk ! Horrible. And folks want to pay yet another $50 BILLION for this #BrandDamage sitting on X 24/7 which is clearly what he really cares about? Are there ANY rules? ANY CEO posting such things would be let go instantly. $TSLA
Tweet media one
104
58
389
26
9
88
@Neil_X10
Neil 𝕏
4 months
The everything is bullish $TSLA crowd is once again showing their true colors.
15
3
83
@Neil_X10
Neil 𝕏
7 months
Ouch. $TSLA is down 13% since @elonmusk took the reigns of @Tesla 's Q3 2023 conference call. Great for dip buyers and long-term investors who are still accumulating. Not so great for those who may already have established position sizes. No one likes to see their asset values…
Tweet media one
24
2
84
@Neil_X10
Neil 𝕏
3 months
@elonmusk So you’re ok with more voting control, without additional shares / money? Also new comp. plan has to be tied to selling conditions. No open market transactions to intentionally nuke the share price.
13
2
76
@Neil_X10
Neil 𝕏
1 month
Hate being that guy, but while everyone is very bullish on FSD I can’t help but call out that we’re now entering even higher risk territory with $TSLA. The risk has always been a very public accident that sees significant blowback from lawmakers / regulators. This has always…
25
4
82
@Neil_X10
Neil 𝕏
6 months
@CollinRugg Good. I hope they throw the book at him and have him serve his time under the max sentence. Let that be a lesson to anyone else who might try something similar in the future.
0
3
81
@Neil_X10
Neil 𝕏
1 month
Nothing matters as long as you focus on the bigger picture, if even that means irreparable brand damage goes unmitigated for a year. 🤦🏻‍♂️ This is precisely the enablement that has gotten us to where we are today. Way to handicap the rest of the management team and board Farzad.…
@farzyness
Farzad
1 month
@TSLAFanMtl So it doesn't matter long term. Got it :)
211
8
328
21
9
80
@Neil_X10
Neil 𝕏
1 year
@VivekGRamaswamy @elonmusk This is not a well informed take. Shouldn’t you be taking the time to accurately understand context before making inflammatory statements? The new factory is for Megapacks, which are stationary energy storage units, not electric vehicles. What other topics might…
2
2
76
@Neil_X10
Neil 𝕏
3 months
Or maybe we can spend some of that $27B in cash and use it to … I don’t know… actually lead the EV transition, raise awareness, and educate consumers? 🫠🤞🏼
@teslaeurope
Tesla Europe & Middle East
3 months
Tell your friends
Tweet media one
Tweet media two
Tweet media three
Tweet media four
142
363
2K
10
7
75
@Neil_X10
Neil 𝕏
3 months
It is a downright travesty that we are not advertising that @Tesla makes the literal safest cars on the planet 😑
@TOCNewEngland
Tesla Owners Club of New England
3 months
@Tesla ⁩ owner Bill Eaton of Texas hydroplaned at 60mph, slammed into a guard rail, then flipped down an embankment. Bill got out pretty much without a scratch. Teslas are not only beautiful, but they safe. ⁦ @elonmusk
Tweet media one
Tweet media two
Tweet media three
87
139
1K
14
10
74
@Neil_X10
Neil 𝕏
2 months
@rohanspatel Rohan — I say this as a sincere and committed long term investor (here since 2013). Please consider doubling down and going full scorched earth on advertising / consumer education / awareness across the entirety of the US and Europe. The focused marketing efforts are not…
11
13
75
@Neil_X10
Neil 𝕏
3 months
@TSLAFanMtl In my eyes, this whole game now makes complete sense. Elon knows full well how Wall Street works, and what would happen to the stock if margins were compressed and EPS went lower, and he is playing the public markets like a fiddle.
25
2
73
@Neil_X10
Neil 𝕏
3 months
@TSLAFanMtl Blows my mind people aren't aware that profits in the near term matter for business in the long term
10
0
69
@Neil_X10
Neil 𝕏
2 months
$LMND Q4 Earnings @Lemonade_Inc General high-level thoughts (bearing in mind this reflects only my personal opinions) - The Letter - This was one of their longest earnings letters I can recall reading. While it did not have the same 'swag' and confidence that I think many…
18
7
68
@Neil_X10
Neil 𝕏
12 days
My suggestion to @Tesla and $TSLA “influencers” — you’re not going to sway people’s votes by attacking them, being patronizing, or threatening to sell if the vote doesn’t go the way you want. I would love to hear from more people on which way they are voting and why. So… Which…
39
2
67
@Neil_X10
Neil 𝕏
6 months
@KrassenCast @farzyness I can’t ever recall seeing a candidate as polished. “If you can’t talk to your fellow Americans, you don’t deserve to sit across the table from the likes of Xi Jinping.” Love this.
2
2
66
@Neil_X10
Neil 𝕏
3 months
Dave has always been another amazing rational $TSLA bull. His true long term perspective while being able to remain objective (and critical when needed) is rarer and rarer these days.
@heydave7
Dave Lee
3 months
TSLA stock a mess today. Here’s how I look at it. Two main issues: 1. Long limbo 2. Margins Long Limbo - With the next-gen low cost vehicle not starting production until 2nd half of 2025 we have a long period where Model Y has finished ramping and Tesla doesn’t have new products…
141
114
1K
6
1
63
@Neil_X10
Neil 𝕏
2 months
@elonmusk It would be amazing if you could consider offsetting the potential damage you’re doing to @Tesla ’s brand (by association with your own personal political views) with mass scale brand building, marketing, consumer awareness and educational efforts. The targeted ads don’t seem…
14
4
61
@Neil_X10
Neil 𝕏
3 months
$LMND Q4 Earnings Preview - Feb 27th @Lemonade_Inc @daschreiber @shai_wininger @tebixby @yaelwiss Lemonade is set to report earnings after market close on February 27th, with the conference call following on the morning of the 28th. I've been keeping a close eye on the…
Tweet media one
Tweet media two
Tweet media three
Tweet media four
11
4
62
@Neil_X10
Neil 𝕏
2 months
@TeslaLisa @elonmusk Really? What did Elon say that appalled you? I thought he handled himself reasonably well.
4
0
61
@Neil_X10
Neil 𝕏
4 months
@garyblack00 Worth remembering Tesla’s solar/glass division (the entire premise of the SolarCity acquisition) has essentially gone nowhere, and I can’t even remember the last time we got an update on the Buffalo factory. Not to mention a number of other products are still very late, and…
13
1
58
@Neil_X10
Neil 𝕏
6 months
Well now that’s interesting… h/t @EdwardPaprHands
Tweet media one
11
5
59
@Neil_X10
Neil 𝕏
2 months
@WholeMarsBlog You’ve indeed provided lots of constructive feedback. But I’ve lost count of the number of times you’ve denigrated those who have spoken up about the lack of consumer awareness / advertising for almost a year now. “Anyone who thinks it’s about lack of advertising is stupid”…
6
0
60
@Neil_X10
Neil 𝕏
1 month
Tesla desperately needs a consumer brand presence that isn't just represented by Elon / a bunch of engineers. We are well past the early adopter phase and the ads we're seeing could be so much better. My hope is proper marketing / advertising is not still treated as some taboo…
@TSLAFanMtl
James Cat
1 month
Tesla spending money on the media placement but not yet spending money on creative advertising, instead just using existing assets and editing them to fit whatever platform and format is required. Baby steps, still, but steps nonetheless!
20
20
319
11
4
59
@Neil_X10
Neil 𝕏
6 months
@garyblack00 Thanks for the repost, Gary. Indeed I have the best of intentions and genuinely want what’s best for @Tesla and (whether people want to believe it or not) the best for Elon as well. An echo chamber serves no one, least of all Elon. And I was struck by a recent quote of his:…
4
2
56
@Neil_X10
Neil 𝕏
3 months
@TeslaBoomerMama @Sphere_Cubed @elonmusk @Tesla I reject that assertion. And I don't know why you think I don't understand Elon. On the contrary, I understand him quite well and probably better than most folks realize. You may have a different view, and that view may line up with a lot of the TSLA cheerleaders who parrot the…
10
3
59
@Neil_X10
Neil 𝕏
6 months
Are the people that can make a difference paying attention? $TSLA investors are on the ground and know this to be a reality. It’s nice to see more data but we have been raising our voices about this because we can apparently see things management can’t. Please break the cycle of…
@ICannot_Enough
James Stephenson
6 months
80% of Americans surveyed admitted they did not know how affordable Teslas are today. EIGHTY. PERCENT. Car buyers who think Teslas aren’t affordable will not buy one, whether they can actually afford a Tesla or not. Source: Ipsos, DriveTeslaCanada
Tweet media one
Tweet media two
254
285
2K
10
8
58
@Neil_X10
Neil 𝕏
5 months
It has slowed the $TSLA mission down by at least a year. And for each day that passes without corrective action being taken, it slows it down for another 2-3 days. Foregone profitability has a knock on effect for EVERYTHING in the Tesla mission. At least you’re finally…
16
7
58
@Neil_X10
Neil 𝕏
1 month
@elonmusk @MatthewDR @Tesla Finally. A full year too late AFTER the damage has already been inflicted on the @Tesla brand. Far too much time listening to the fanboy echo chamber on Twitter/X and not enough time listening to perfectly valid criticisms from real shareholders who have been pressing for this.
19
5
58
@Neil_X10
Neil 𝕏
3 months
@freshjiva Corporate mismanagement all while the owner is publicly demanding more control over the company because he dumped his holdings to buy Twitter. Should we reward this behavior? Almost like we have no choice. Another interesting year for Tesla. It’s never boring, that’s for sure.
11
2
56
@Neil_X10
Neil 𝕏
7 months
Probably shouldn’t have cursed. Think I dented the reach on this post. Oh well.
16
1
54
@Neil_X10
Neil 𝕏
11 months
@TechCrunch @elonmusk Since when did TechCrunch weigh in on gender ideology? 🤔
4
0
56
@Neil_X10
Neil 𝕏
5 months
@WholeMarsBlog He didn’t just sell. He intentionally dumped them on the open market, allowing financial opportunists and short sellers to front run him and drive the stock down much, much further than it needed to go. All $TSLA holders continue paying for the haphazard nature of these sales…
12
4
53
@Neil_X10
Neil 𝕏
3 months
Note to the @Lemonade_Inc Team on 2024 Guidance Dear Daniel, Shai, Tim, Yael, and the rest of the Lemonade team, @daschreiber @shai_wininger @tebixby @yaelwiss As a long-term investor and a fervent believer in Lemonade's mission and potential, I write this note with a spirit…
13
8
53
@Neil_X10
Neil 𝕏
6 months
@elonmusk Please consider a “Tesla Ventures” arm. $20B+ in the bank, some of would be best put to use as investments in your many side ventures. This is best way I can think of such that resources (including capital) are used for the benefit of all $TSLA investors in you. We are…
7
4
52
@Neil_X10
Neil 𝕏
6 months
@StevenZWang Calling things out appropriately is being on the side of Elon and Tesla. He really needs to hear critical feedback, not positive reinforcement from sycophantic fanboys.
11
5
52
@Neil_X10
Neil 𝕏
2 months
Snowden’s take 👇🏼
@Snowden
Edward Snowden
2 months
Look, I've been in the "controversial interview" seat. What @DonLemon came after @ElonMusk with felt like malice. Elon—in clear discomfort—opens up in good faith about intensely private struggles; Lemon picks precisely that moment to begin emptying an entire drawer of knives. 1/
968
5K
33K
1
0
53
@Neil_X10
Neil 𝕏
2 months
@TeslaLisa @elonmusk That’s not the impression I got from what he said. I don’t think he has “zero issues” but instead that he’s not going to take stuff down unless it’s illegal). That was pretty clear, and it was surprising (or maybe not) that 🍋 couldn’t even process his answer.
4
0
52
@Neil_X10
Neil 𝕏
2 months
@TeslaBoomerMama @WholeMarsBlog Yes, I absolutely and unequivocally think that people post for engagement pandering to Elon. And yes I do think that some of the pandering, specifically around brand damage, consumer education and awareness has created an environment where Elon’s own management team and board…
6
0
52
@Neil_X10
Neil 𝕏
2 months
Pumps up investors, employees, customers (current and potential), and all stakeholders and partners involved. Who ever tells you advertising isn’t necessary is lying to you.
@Tesla
Tesla
2 months
Tesla manufacturing is building the machine that builds the machine
1K
3K
18K
9
6
51
@Neil_X10
Neil 𝕏
7 months
@XJRFANATIC Agreed - the best call we’ve had in recent memory was when Elon was NOT on the call and Zach and Drew spoke directly and to the point.
2
2
51
@Neil_X10
Neil 𝕏
6 months
@TeslaBoomerMama I take all of your points on board, I genuinely do. But the concerns I've been speaking up about aren't really short-term. I haven't done a very good job of specifying the nature of my concerns -- that ultimately Elon is distracted with Twitter and much of Tesla's initiatives…
12
4
49
@Neil_X10
Neil 𝕏
1 month
Seeing more and more clips of @Tesla FSD progress and it's looking very good. Pace of innovation really matters, but if v12.3 is as good as it appears, I wouldn't be surprised to see this get rapid uptake from Uber and other rideshare-type drivers.
@chazman
Chuck Cook
1 month
Railroad day highlight number two. This one blew my mind. @Tesla_AI and the ADAS drivers are killing it if this is a product of training E2E neural nets.
54
126
1K
9
0
49
@Neil_X10
Neil 𝕏
10 months
@BillAckman @POTUS Perhaps this doesn’t sit well with me because I’m among those who diligently paid off his loans, but I don’t think it makes sense to give a massive handout to some portion of society at the expense of others this way. There aren’t enough good arguments to overcome this.
23
2
46
@Neil_X10
Neil 𝕏
9 months
@stillgray I nearly cheered out loud watching this. Where’s the rest of the video?
1
2
46
@Neil_X10
Neil 𝕏
4 months
@garyblack00 Keep speaking the truth Gary.
2
0
47
@Neil_X10
Neil 𝕏
3 months
@heydave7 Dave do you ever get the impression they’re being as vague as possible because Elon wants to run Tesla as closely as possible in style to a private company?
13
1
46
@Neil_X10
Neil 𝕏
15 days
Perfectly fine voting for this on the condition that the compensation package is tied to share sale conditions: - No open market dumping of $TSLA shares from the toilet / his mobile phone - Every predatory hedge fund in the world took advantage of this and front ran all of…
@SawyerMerritt
Sawyer Merritt
15 days
NEWS: Tesla has filed its annual proxy statement. The annual shareholder meeting will be on June 13, 2024. Tesla is asking $TSLA shareholders to once again approve Elon Musk's $56 billion pay that was set in 2018, but was rejected by a Delaware judge in January.
Tweet media one
177
190
2K
9
4
47