Gene Munster @munster_gene Twitter profile

Last Seen Profiles

@focus_west

@stw_pdg

@AbwZyz7883

@boladevoley

@ytmr_8

@HeckSpawn

@strevtch

@Cyprian_Edits

@nishikin01

@LupoldSava79605

@OliBClarke

@gmibran

@sol_cb

@bonsai_crew

@Th4t0n3Dude

@Hotboyyy14

@DennisHongRobot

@Whoonhak

@ITSPAKEEZACH

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@ennaportela

@stw_pdg

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@Pitt_WBB

@capuccini666

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@prodkori

@FierroGossman

@Hideonblock

@TyBandz363725

@realflint_bman

@kirai

@NimmoJan

@RosieOGrady9

@mindykuromi

@pengen_stw

Gene Munster

@munster_gene

3 months

I still believe $TSLA is on the right track and this storm will pass. EV’s are a better way to move a car and autonomy is a better way to get around. Tesla is investing in that future while other car makers are slowing their investment.

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Gene Munster

@munster_gene

2 years

After giving the $TSLA earning call a second read, it hit me that Tesla actually could reinvent more than EV and autonomy.

Tesla Is Putting Way More Than Traditional Auto in Trouble | Deepwater

It’s no surprise that my attention has been focused on the potential downfall of traditional auto as I’ve studied Tesla’s ascent. Why? Because the company has grown 4-5x faster than the traditional...

deepwatermgmt.com

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Gene Munster

@munster_gene

2 years

$META down almost 15% on results. Initially shares were up 8%, then tanked with Zuckerberg commentary that they are increasing investments in the metaverse. Bottom line is Zuckerberg is saying to investors get onboard with the metaverse or go away. Jumping on the call now.

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Gene Munster

@munster_gene

4 months

It’s getting more clear. @elonmusk is 80% genius, 20% master of good luck. In a decade, his purchase of Twitter will power #XAI to rival $TSLA and #SpaceX as his greatest source of wealth creation. The reason is Twitter’s data is powerful (best source of real time intention),…

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Gene Munster

@munster_gene

30 days

I've been thinking more about the $TSLA's campaign video released yesterday, and what sticks out is the concept "a deal is a deal." Recall Elon purchased Twitter even though he wanted out because a deal is a deal. 1) The video showcases both Elon's Tesla accomplishments over the…

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Gene Munster

@munster_gene

2 years

Despite $TSLA stock being down, the long term investment thesis is on track.

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Gene Munster

@munster_gene

4 years

Tesla is crushing the auto industry.

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Gene Munster

@munster_gene

2 months

I was blown away today at the number of ways high school students are using AI. Cheating has always been around, but the efficiency of cheating is exponentially increasing with generative AI. While my insights came from a sample of one, they were so convincing that I believe the…

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Gene Munster

@munster_gene

3 years

Tesla FSD Beta 10 took measurable step forward based on seeing Rob Maurer's ( @TeslaPodcast ) test drive. My take; while it's far from perfect its more clear Tesla full autonomy is on the horizon. I had been thinking 2025, and now believe that estimate is conservative.

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Gene Munster

@munster_gene

11 months

Three takeaways from the $TSLA quarter: 1. They’re investing more than any other car maker and eventually that’s good for margins. 2. Over the next five years two new models will drive growth. 3. Traditional auto will become more dependent on Tesla.

Tesla Is Making the Right Decision to Invest in the Business | Deepwater

deepwatermgmt.com

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Gene Munster

@munster_gene

1 year

$TSLA price cut bottom line is near term pain for the companies long term gain.

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Gene Munster

@munster_gene

7 months

Lost in the Cybertruck “price is too high” conversation is the reality that $TSLA continues to pull ahead of the competition.

Cybertruck Is a Niche Product Today that Reinforces Tesla’s Lead | Deepwater

deepwatermgmt.com

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Gene Munster

@munster_gene

2 months

$TSLA up 13% in pre-market based on news that FSD took one step closer to approval in China. All signs point to FSD will eventually be available in China, the largest EV market in the world. Timing is unknown. I was shocked to hear the news given the progress that $BIDU's…

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Gene Munster

@munster_gene

28 days

$TSLA's Robotaxi unveiling on August 8th is going to be one of the top 5 biggest tech stories this summer. I believe they'll make good on that expectation and announce 3 new vehicles.

Early Robotaxi Event Preview | Deepwater

deepwatermgmt.com

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Gene Munster

@munster_gene

3 years

Tesla more than delivered on the most important metric. Automotive gross margin ex-credits of 28.8%. Street was expecting 25.1%. Thats also better than June at 25.8%.

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Gene Munster

@munster_gene

23 days

Thrilled to report that Deepwater is an investor in xAI's recent round. Despite the lofty $24B valuation for what is effectively a startup, we are confident in the investment for four reasons: 1) We believe there will be about four primary proprietary foundation models that will…

xAI

@xai

24 days

xAI is pleased to announce..

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Gene Munster

@munster_gene

4 years

Bad news for the auto industry. Musk says operating margin goal is to be slightly profitable and maximize market share.

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Gene Munster

@munster_gene

3 years

$TSLA delivery numbers are further evidence the company's entering the growth segment of its S-Curve.

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Gene Munster

@munster_gene

3 years

Three broad strokes to take away from #Tesla AI day: 1. Tesla is the leader in autonomy… and it’s not close. 2. Tesla is more than just a car company. Storage, solar, insurance, HVAC, and bots.

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Gene Munster

@munster_gene

3 months

I have a different explanation than $TSLA about why March deliveries were ugly. Big picture; I believe this will pass because Tesla is making the right decisions for the long-run.

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Gene Munster

@munster_gene

2 years

Tesla just gave the auto industry a clinic on how to power through supply chain headwinds. Dec delivery numbers up 71% vs consensus of up 48% says it all.

Loup TV 116: Tesla’s Impressive December Delivery Numbers

Gene and Doug discuss Tesla's December-21 quarter delivery numbers and conclude that results fall between impressive and insanely good.Takeaways:• Tesla deli...

www.youtube.com

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Gene Munster

@munster_gene

2 years

* $TSLA AI Day starts at 8p ET tonight. No other company holds an analyst event on a Friday night. I love it. Another example of Elon's first principles approach. I'll be watching.

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Gene Munster

@munster_gene

2 months

$TSLA stock is up 7% because new vehicles (could be Model 2 or Robotaxi) will come sooner than investors were expecting. Likely starting production mid 2025, instead of second half of 2025. From the shareholder letter" We have updated our future vehicle line-up to accelerate…

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Gene Munster

@munster_gene

9 months

As we approach the UAW strike deadline (midnight ET tonight), what's clear to me is $TSLA is the winner.

Tesla’s the Winner in Big Auto Labor Talks | Deepwater

deepwatermgmt.com

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Gene Munster

@munster_gene

7 months

Elon is raising $1B for . A week ago he raised $135m from investors. Bottom line, he wants to compete with OpenAI and Anthropic.

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Gene Munster

@munster_gene

4 years

Tesla S&P inclusion prep kit: internet access, $TSLA quotes, popcorn, and Tesla short shorts. Showtime starts around 3:30 PM ET.

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Gene Munster

@munster_gene

11 months

Musk on the call says $TSLA is in discussion with a major OEM to license FSD. That's new and could be meaningful.

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Gene Munster

@munster_gene

2 months

Elon's talked a lot about autonomy over the past 8 years. His comments yesterday that $TSLA is "going balls to the wall" to solve autonomy reminds me of a comment he made in 2022. At the time he said in an interview with @teslaownersSV "The overwhelming focus is solving…

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Gene Munster

@munster_gene

1 year

It's going to be a tough reporting for $TSLA on January 25th. I'm bracing for an ugly earnings number due to the discounting. The company is down in the near term, but not out in the long term.

Tesla’s Down but Not Out | Deepwater

Tesla has had a horrible four months, highlighted by shares being down about 65%. While several factors played into the stock’s free fall, I believe the biggest reasons were expectations for slowing...

deepwatermgmt.com

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Gene Munster

@munster_gene

1 year

$TSLA is up because the outlook wasn't as bad as people were expecting. More importantly, they've got the right game plan to get through what will be a tough 2023 for the auto industry.

Tesla Is Well Positioned to Navigate an Economic Storm | Deepwater

deepwatermgmt.com

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Gene Munster

@munster_gene

9 months

As the UAW strike wraps up its fourth day, it's more clear that $TSLA is the winner. I want to warn you there are a lot of numbers to follow:

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Gene Munster

@munster_gene

6 months

Shares of $TSLA down almost 3% when the NASDAQ is flat. Reason is Tesla is issuing a software update for 2m vehicles to add more alerts and controls to Autopilot. While the software update is defined as a "recall" by NHTSA, in reality I see it as just a software update.

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Gene Munster

@munster_gene

2 years

$LCID is making Tesla look good. Lucid just cut its full year production number to 6k from its original 20k estimate. Stock is down 12%. It doesn’t matter if they blame it on supply chain, or blame it on the rain — $TSLA is doing a better job of navigating this mess.

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Gene Munster

@munster_gene

2 years

$TSLA deliveries for September miss estimates by 4%. Company said more vehicles were in transit than normal at the end of the quarter and they’ll show up in December deliveries. Given they’re clear the missed deliveries will show up in the December quarter, I buy the explanation.

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Gene Munster

@munster_gene

3 years

Tesla numbers are out. Gross margin excluding credits was a record at 25.8%, ahead of the Street at 22.5%. The average over the past year was 21.3%. Rising margins are important for investors to see Tesla as a tech company.

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Gene Munster

@munster_gene

3 months

I believe “Model 2” is on hold and at this time $TSLA will only pursue the Robotaxi. @elonmusk said Reuters is lying but who knows what lie Elon is referring to. Bottom line: This is the right move for Tesla. Being the first to do full autonomy at scale is huge first mover…

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Gene Munster

@munster_gene

3 months

Buckle up: @elonmusk says xAI will open source Grok this week. Many will see this as a swing at OpenAI. I see it as evidence that xAI is rapidly progressing and is the hottest private company. Musk reports that xAI has not and is not raising money, but I believe that will…

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Gene Munster

@munster_gene

9 months

Elon says that Twitter now has about 550 million daily active users. That compares to about 325 million when he acquired the company in Oct of 2022.

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Gene Munster

@munster_gene

2 years

2020 was the year of EV's led by $TSLA up ~ 800%. 2023 will be the year of the battery because the light will go on for long term investors.

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Gene Munster

@munster_gene

2 years

Elon is in attack mode.

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Gene Munster

@munster_gene

2 months

Elon talks for the first time about an AWS like opportunity. Elon says its car owners (with hardware 4) will be able to rent the cars compute power to an AWS like service that is used for AI inference.

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Gene Munster

@munster_gene

5 months

I expect shares of $TSLA to drift lower tomorrow. That said, they are making the right decisions for the long term.

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Gene Munster

@munster_gene

3 months

Walter Isaacson's book on Elon gives some helpful context on today's event: Two years ago Elon said why make a small $TSLA because if they solve Robotaxis it will be irrelevant. So he told his execs to only make a Robotaxi model from ground up without steering wheel, etc. The…

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Gene Munster

@munster_gene

3 months

Shares of $TSLA are up 5% (vs. Nasdaq up 0.4%) on the news that all new Teslas come with 1-month of free FSD. Yet another datapoint that while traditional automotive is backing away from electrification and autonomy, Elon is doubling down. The news today is the latest evidence…

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Gene Munster

@munster_gene

3 months

@elonmusk is going for it. Yet another reason why traditional auto is in trouble long-term.

Elon Musk

@elonmusk

3 months

Tesla Robotaxi unveil on 8/8

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Gene Munster

@munster_gene

3 years

Demand for Tesla cars is rapidly accelerating. December quarter deliveries were 61% yy compared to 44% in September 2020, and 23% in December 2019. Other automakers will report deliveries in the coming days.

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Gene Munster

@munster_gene

7 days

Happy Elon, happy investor. Shares of $TSLA are up 7%, which makes sense given it's highly likely Musk's revised pay package gets approved. While existing investors will be diluted by about 9% given the shares that will be issued to Elon, it’s the right thing to approve the pay…

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Gene Munster

@munster_gene

3 years

1) $TSLA Great top line and free cash flow (FCF of $1.9B was double what the Street was looking for). While EPS looked bad, $0.80 vs. $1.01 expected, it was due to stock-based compensation which went from $400m to $633m quarter over quarter.

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Gene Munster

@munster_gene

4 months

$ARM up 23% in the after-hours. Six months ago there was talk we were at the peak of an AI bubble. Since then: $MSFT up 27% $META up 50% $AMD up 55% $NVDA up 56% And now $ARM up 48% (after-hours) I still believe we're at the start of 3-5 year tech run that will end with an AI…

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Gene Munster

@munster_gene

5 months

The biggest question re $TSLA is do you believe in EV’s and autonomy? If the answer is no, it will take 20 years to get to 35% market share, then the stock is going lower. If the answer is yes, we will have 65% plus market share in 20 years, then this dampened outlook for…

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Gene Munster

@munster_gene

3 years

Chip shortage is top of mind for tech and non-tech companies alike. In three years, I expect those chip shortage headlines to be replaced with battery constraints. Advantage $TSLA given they're the only automotive company building this capacity in-house.

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Gene Munster

@munster_gene

3 years

We've done a little more work on $TSLA's March deliveries. With 109% growth #Tesla appears to be hitting the vertical portion of its S-curve. Accelerating growth is the signature sign of a growth company.

Tesla Defines Growth Story | Deepwater

Tesla’s March deliveries are representative of a true growth story. The company appears to be entering into the slope of its growth S-curve. We believe the reason this is happening is a combination...

deepwatermgmt.com

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Gene Munster

@munster_gene

1 year

$TSLA didn’t waste anytime taking advantage of the new higher tax credit price cap. Today they raised the price of the Model Y Long Range in the US by $1k, from $54k to $55k. I was expecting a $3.5k bump.

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Gene Munster

@munster_gene

1 year

$TSLA's price cuts are working in a big way.

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Gene Munster

@munster_gene

2 years

Is Elon spreading himself too thin? The simple answer is no.

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Gene Munster

@munster_gene

3 months

The biggest factor in the timing of Robotaxi is out of $TSLA's hands, state approvals. Crazy to think the hardest part of autonomy is getting past lawmakers.

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Gene Munster

@munster_gene

4 years

Tesla Is Crushing the Auto Industry

Tesla Is Crushing the Auto Industry | Deepwater

This year is going to be ugly for the auto industry, and Tesla is showing signs that it has a powerful demand advantage over its competitors. March quarter delivery numbers were up 40% year over year...

deepwatermgmt.com

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Gene Munster

@munster_gene

5 months

The critical metric, auto gross margins ex credits, came in at 17%, compared to the Street at 17.3%. I was expecting 16.7%. While this missed the Street, it marks the end of four consecutive quarters of margin decline, up from 16.3% in the Sep-23. Over this is a positive.

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Gene Munster

@munster_gene

3 years

Now that Panasonic is no longer a Tesla shareholder after selling its $3.6B stake, it opens the door for Tesla to build more proprietary battery tech.

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Gene Munster

@munster_gene

3 years

$TSLA September quarter delivery numbers keep getting better. It's 73% yy growth compares to an average of down 27% yy for GM, Ford, Honda and Toyota.

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Gene Munster

@munster_gene

4 years

Another negative data point for traditional auto. Ford, GM, Fiat Chrysler September quarter deliveries down on average 7% compared to Tesla up 43%.

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Gene Munster

@munster_gene

2 years

Tesla's key metric. Auto gross margin ex credit was 30%. There’s a debate where consensus was, I believe it was 27.6%. Some think it was 28.5%. Either way they beat it.

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Gene Munster

@munster_gene

4 years

Tesla's in. It's addition to the S&P 500 is now official. Well earned recognition from the investing community that Tesla will be part of the foundation of the future.

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Gene Munster

@munster_gene

28 days

The $NVDA party is turning into a rager. We're just getting started, and it will last longer than most think. This will be the underpinnings of a 3-5 year tech bull market that will end in a bubble burst.

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Gene Munster

@munster_gene

2 months

I continue to brace for $TSLA's earnings tomorrow night. The latest price cuts over the past few days include a 33% reduction in the upfront FSD option for the US. Additionally, select models got 5% and less in price cuts in the US, China, and Europe. Bottom line: Street…

Gene Munster

@munster_gene

2 months

I’m bracing for shares of $TSLA to go lower after they report because consensus deliveries for 2024, 2025 and 2026 are likely too high. My long-term positive view is unchanged.

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Gene Munster

@munster_gene

4 years

Tesla's latest 10-Q is further evidence traditional auto is in a tight spot. New today: between 2020 and 2022, the company plans to spend ~$15B in capex. This is more than double what they've spent over the previous 10 yrs.

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Gene Munster

@munster_gene

22 days

My take is $AAPL outperforms $NVDA over the next year.

Last Call

@LastCallCNBC

22 days

“Investors are largely in denial about what Apple’s AI opportunity is going to be,” says @munster_gene on Apple's push into AI. $AAPL

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Gene Munster

@munster_gene

4 years

Musk continues to reference importance of solar and batteries. Reiterates Tesla's mission, accelerate the world's transition to sustainable energy. He's slowly shifting the investor focus away from cars to energy. Company will use battery day late in September to expand.

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Gene Munster

@munster_gene

5 months

Elon is onto something with Optimus. When I think about how the world works, we move around in vehicle's to get to and do work. These will be the two best robot form factors. 1. A car to navigate roads and 2. A humanoid because all of our work is designed around humans. Elon…

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Gene Munster

@munster_gene

2 years

The 343k deliveries were up 42% yy. I expect that growth will be 2x better than the rest of the industry. The Tesla growth story appears intact.

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Gene Munster

@munster_gene

2 months

Some context on the $TSLA 10% layoffs. 1. The business has slowed, and it makes sense to adjust headcount for 2024. I expect deliveries will be down around 3% this year. I believe the Street is looking for about 5% growth in deliveries. 2. Elon loves efficiency and is likely…

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Gene Munster

@munster_gene

4 months

I was wrong on the Apple Car, and even more wrong on the Apple Television (killed in 2017). Over the past three years, I'd put the odds at 50% that Apple Car would see the light of day. Most investors put the odds at 10%. Separately, before today's news, I had the odds at…

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Gene Munster

@munster_gene

3 years

Tesla deliveries for March exceeded the Street in print estimate by 6%, and further exceeded whisper numbers that they would fall 7% below expectations. In total 13% upside compared to expectations.

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Gene Munster

@munster_gene

28 days

$TSLA and get call outs on the $NVDA earnings call as big spenders. Sounds like Elon's a fan.

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Gene Munster

@munster_gene

3 years

I wrapped up my thoughts on Tesla's quarter. Bottom line, it was a better quarter than at first glance.

Tesla Makes it Look Easy | Deepwater

Tesla’s September quarter results reveal a company that is defying the odds around demand and profitability. Deliveries were up 73% while the top five automakers were down 27%. Gross margin ex-credit...

deepwatermgmt.com

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Gene Munster

@munster_gene

3 months

The AI bull market is just beginning. Most investors believe we're already in an AI bubble given $NVDA is up 103% over the last 3 months and 298% over the past year. By contrast, the NASDAQ is up 14% over the last 3 months and up 42% over the past year. Most of the 1-yr…

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Gene Munster

@munster_gene

7 months

Reviews on the Cybertruck are starting to make their way out and have been universally positive from a tech, design, and engineering perspective. The only rub continues to be price, which will be too expensive for the mainstream.

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@munster_gene

1 year

1. Demand (production) was up 44% yy to 439.7k. Expectations were for up around 40%. Tesla produces when they get an order. I consider that a win for Tesla and will most likely outpace the auto industry by a factor of 3x.

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Gene Munster

@munster_gene

3 years

Tesla is crushing deliveries despite supply chain headwinds.

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Gene Munster

@munster_gene

2 years

$TSLA is going to be fine even if Musk buys $TWTR. His true passions will still be Tesla and SpaceX, as evidence by him trying to get out of the deal.

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Gene Munster

@munster_gene

3 years

#Tesla 's gotten some heat lately for crashes potentially related to Autopilot. The facts should speak for themselves: Tesla reports 1 accident for every ~3.7m miles driven with Autopilot on, versus 1 accident per ~475k miles driven for all US vehicles.

Teslas Are Safer | Deepwater

Three recent crashes involving Tesla vehicles has put its Autopilot technology under scrutiny. This topic is outside of the recent wider (still limited) release of Full Self-Driving (FSD) beta. Back...

deepwatermgmt.com

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Gene Munster

@munster_gene

2 months

After Biden signs TikTok forced sale into law, I put the over-under at 2 days before China retaliates. If they go after $AAPL and $TSLA, the Tech Cold War is officially on.

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Gene Munster

@munster_gene

2 years

When you dig into the numbers, @Tesla 's growth and competitive lead appear to be increasing.

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Gene Munster

@munster_gene

2 months

Elon gives more context on the ride hail service. The approach is two fold. Some number that they own and some that are owned by the end user or third party business. The individual user can add and subtract the car to a fleet like an Airbnb. Elon is saying there could be…

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Gene Munster

@munster_gene

4 months

$AAPL is down 3% today because investors are voting they have limited confidence in their AI strategy. By now it's become clear that this June we will see their first foundation model, something that will compete with GPT, Gemini, xAI, Anthropic. The part that is not known is…

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Gene Munster

@munster_gene

7 months

Sam Altman out as OpenAI CEO. I'm shocked. He just hosted a great DevDay, everybody loved it. More importantly he has led the company to faster success than any other tech company. It doesn't feel that this decision is based on performance. There must be more to the story.

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Gene Munster

@munster_gene

3 years

I'm blown away by how big the global transportation market is. Simply taking three segments - new vehicle sales, trucking/logistics, and ride-hailing - yields an $8T plus market, compared to the smartphone market around $500B.

Sizing Up the Global Transportation Market | Deepwater

As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost...

deepwatermgmt.com

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Gene Munster

@munster_gene

4 years

Many were expecting a profit. The real news is Tesla hit profitable and free cash flow with sustainable measures. The company did not pull a one time lever to get to profitability.

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Gene Munster

@munster_gene

5 months

Musk says they are pursing $NVDA for autonomy chips and Dojo (Tesla's in-house chips in development) is more of a long shot. Looks like yet another upcoming win for Nvidia.

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Gene Munster

@munster_gene

4 months

My biggest thing I was looking for going into the $NVDA call was commentary about long-term growth rates. Jensen gave context on the topic when he wrapped up the earrings call. After his standard comment that the world is moving to AI powered by GPU’s, every company will be an…

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Gene Munster

@munster_gene

1 year

$AAPL has only missed 3 out of the almost 60 quarters I've followed the company. I'm happy to report, despite the shortfall, the core business is intact. The reason; Apple's customer base remains in love with and loyal to their products.

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Gene Munster

@munster_gene

2 months

$TSLA moving higher in the aftermarket, now up 10%, after Elon's comment that next gen vehicle could be out late this year or early in 2025. That would be 6-12 months ahead of the their previously stated plan. While it does not matter if it's late 2024 or late 2025, investors…

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Gene Munster

@munster_gene

3 years

Tesla continues to crush the auto industry in delivery growth. For Dec 20, the average automaker reported deliveries down 4.8% vs. Tesla up 61%. This gap is wider than Sep 20 when the average automaker was down 7% vs. Tesla up 43%.

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Gene Munster

@munster_gene

2 years

Elon’s headcount comments highlight the reality that a recession would have a small negative impact on Tesla.

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Gene Munster

@munster_gene

2 months

Toni Sacconaghi asked for more context about new models. Elon’s response: “we have said all we want to say on that”.

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Gene Munster

@munster_gene

1 month

$TSLA is the master at tweaking price to optimize demand (albeit demand has been soft over the last 5 months). The announcement this week that you can get 0.99% financing on a purchase of a Model Y in North America is the latest price adjustment. The cost savings of a 1%…

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Gene Munster

@munster_gene

2 years

I had my first ride in a $RIVN over the weekend (Launch Edition R1S). Three takeaways: 1. Rivian is going to survive and thrive. 2. Compared to the Model Y it feels a lot bigger. 3. Traditional auto needs to reinvent like $TSLA & $RIVN, not swap a gas powertrain for electric.

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Gene Munster

@munster_gene

5 years

We finished our updated Model 3 cost of ownership study and found that, over a 5-year period, the Model 3 is slightly cheaper to own than a Toyota Camry.

Tesla Model 3 Cost of Ownership Slightly Cheaper Than a Camry | Deepwater

We’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. The original...

deepwatermgmt.com

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Gene Munster

@munster_gene

4 months

$AAPL is killing Project Titian (reported by Bloomberg's Gurman) to focus on AI. I'm shocked. This ends almost a decade of investment into finding a way into a massive addressable market. While most investors were skeptical that Apple would actually coming out with a car, the…

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Gene Munster

@munster_gene

1 year

Ford provided details on their 2022 EV P&L. What jumped was $F lost $34k per EV delivery in 2022 and $TSLA made $10k per delivery.

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