Gary Black engagement report
@garyblack00 - 580K followers on X
Measured over 22 original posts from a 30-day window, last computed on August 26, 2026.
Engagement
A typical post picks up 82 interactions against 580K followers, an engagement rate of 0.014%. Measured over 22 original posts, its engagement rate beats 38% of 3,774 tracked accounts of a similar size, which puts it in the middle of its size range rather than at either end. Posts are seen about 21K times each, and 0.385% of those impressions turn into an interaction. That is about 3.68% of the follower count, which is the gap between an audience on paper and an audience in a timeline. Posting runs at about 1.1 post a day over the last 30 days, with activity on roughly 53% of days. Most posts go out around 09:00 UTC, and Tuesday is the busiest day of the week. Of the 22 posts sampled, 36% carry an image or video, 9% are part of a thread and 9% link out. The account's strongest tracked post pulled 1.0K interactions, about 13x its own typical post.
Measured over 22 original posts from a 30-day window, last computed on August 26, 2026.
Compared with accounts its own size
Gary Black's engagement rate beats 38% of the tracked X accounts closest to it in follower count (3,774 accounts, accounts of similar size (decile 8 of 10)). A percentile is spread evenly by construction, so 50 really is the middle of that group and 90 really is its top tenth.
On engagement per impression rather than per follower it beats 29% of the same group. When those two numbers disagree, the gap is about how far its posts travel rather than how people react to them.
Where this sits in the catalog
At 0.014%, Gary Black sits above the 25th percentile of the 36,521 accounts in this comparison. That places it in the below the median band, which runs 0.012% to 0.08%.
Show the percentile table
| Percentile | Engagement rate |
|---|---|
| 10th percentile | 0.002% |
| 25th percentile | 0.012% |
| 50th percentile | 0.08% |
| 75th percentile | 0.434% |
| 90th percentile | 2.10% |
| 99th percentile | 160.7% |
This ruler is the whole measured catalog, not a size-matched group: it shows where the raw rate falls across every account we can measure, all of which are large. For a like-for-like comparison, read the size-band percentile above instead. See how the bands are built
Posting timing
This account posts most often around 09:00 UTC, and Tuesday is its busiest day of the week. The bars below are the catalog-wide pattern, with this account's own busiest slot marked. They do not show how this account performs at each hour: we keep one aggregate per account, not one per hour, so that measurement does not exist in our data.
Show engagement by hour posted, utc as a table
| Hour (UTC) | Vs author median | Posts |
|---|---|---|
| 00:00 UTC | -1% | 50K |
| 01:00 UTC | -2% | 51K |
| 02:00 UTC | -3% | 50K |
| 03:00 UTC | -4% | 53K |
| 04:00 UTC | -6% | 43K |
| 05:00 UTC | -4% | 42K |
| 06:00 UTC | -4% | 48K |
| 07:00 UTC | -5% | 52K |
| 08:00 UTC | -4% | 60K |
| 09:00 UTC | -3% | 69K |
| 10:00 UTC | -2% | 72K |
| 11:00 UTC | -3% | 78K |
| 12:00 UTC | -2% | 86K |
| 13:00 UTC | -2% | 94K |
| 14:00 UTC | -4% | 97K |
| 15:00 UTC | -2% | 100K |
| 16:00 UTC | -3% | 97K |
| 17:00 UTC | -2% | 90K |
| 18:00 UTC | -1% | 84K |
| 19:00 UTC | -2% | 79K |
| 20:00 UTC | -1% | 74K |
| 21:00 UTC | -1% | 66K |
| 22:00 UTC | -2% | 57K |
| 23:00 UTC | -2% | 51K |
Show engagement by day of week as a table
| Day | Vs author median | Posts |
|---|---|---|
| Sunday | +4% | 230K |
| Monday | 0% | 286K |
| Tuesday | -2% | 276K |
| Wednesday | -1% | 251K |
| Thursday | -1% | 244K |
| Friday | -3% | 252K |
| Saturday | +3% | 227K |
Best tweets
- Jan 27, 202613x their median
Some basic lessons for new investors to live by: 1/ Ignore the crowd. You make money by going against the consensus. 2/ Always pick stocks where you feel you have a research edge. 3/ You rarely go wrong investing in the company with the best product. 4/ Don’t listen to management. They are paid to be bullish. 5/ Study competitors, suppliers, and customer behavior. Be a product junkie. 6/ Have in your mind what you think a stock is worth, which is different from price. 7/ Be able to articulate in one sentence why you own a stock. 8/ Develop specific downside scenarios that would cause you to sell the stock. 9/ The highest quality of growth is unit growth, then pricing, then margin expansion, then cash reinvestment. 10/ Be wary of companies that grow by buying other companies. 11/ Sell discipline is selling a stock once it exceeds your price target, or if your investment thesis changes. 12/ Short stocks that have bad businesses, and not because they trade at high P/Es. 13/ Two big value creators are brand extension and TAM expansion stories. 14/ High P/Es are a function of high future growth rates, and not the industry. 15/ When investing in growth stocks always look for a controversy (“fight”). 16/ Buy stocks that can leverage key secular megatrends, and avoid those that will be hurt by them. 17/ Always consider cannibalization of existing products when sizing up new product opportunities. 18/ Be wary of “hockey stick” sales forecasts absent new products or expansion to new distribution channels. 19/ Stock buybacks are accretive if the E/P ratio exceeds the after tax cost of debt or return on cash. 20/ Price cuts rarely add value since they often create a race to the bottom. 21/ Stocks are cheap if price is less than the present value of future cash flows. A high P/E does not make a stock expensive.
- Aug 16, 20267.5x their median
I rarely see $TSLA bulls on X posting on whether TSLA is cheap or expensive. It seems that since they love the products and leadership team they don’t care about the valuation. But at a 2026 P/E of 200x and long-term expected growth of +35%, it will be hard for an investor buying today to make money at TSLA’s current valuation (5.7x PEG; avg Mag 8 stock 2.4x PEG). For those who say valuation doesn’t matter, remember this basic rule of investing: Loving the product doesn’t mean you should love the stock.
- Aug 18, 20266.4x their median
Watching $TSLA bulls on X is like watching a table of college students at a bar whooping it up as they down Tequila shots. As my wife observing them recently said to me: “They think they’re doing something.” And so it is with $TSLA bulls. Despite no evidence the new Cybercab can drive itself flawlessly without safety monitors, bulls are again whooping it up as if TSLA has alone solved for unsupervised autonomy and the Cybercab now drives itself at 99.999% efficacy (1 critical disengagement per 10,000 miles). I fully believe TSLA will be one of the first to solve for generalized (go anywhere) unsupervised autonomy, but so will others ( $GOOG, $BIDU, $AMZN, $WRD, $NVDA). As anyone with an X account can clearly see from the videos where autonomous Teslas still require supervision and disengagement, until @elonmusk puts on the road Cybercabs without safety monitors and scales it to cities not already mapped out, TSLA stock will remain moribund as it has been for the past five years ($TSLA +51%, NDX +98%) despite bulls cheering it on every chance they get.
- Aug 15, 20263.4x their median
$UBER Stock Looks Cheap. Here's Why. By Andrew Bary 08/14/2026 - Barron's Robo-taxis make up just 1% of U.S. rides. But the disruption threat of autonomous vehicles to Uber Technologies has become an obsession on Wall Street -- and has depressed the value of the company's stock. Investors, however, seem to be overreacting to the robo risk -- and an apparent fraying in Uber's relationship with Waymo, the leader in autonomous vehicles. The fact is that Uber remains dominant in ride-hailing, is the market leader in food delivery, and has an autonomous-vehicle strategy that doesn't rely on Alphabet's Waymo. Uber's stock, now trading around $76, looks appealing at nearly its lowest valuation since going public in 2019. "Valuation is increasingly disconnected from its fundamentals," wrote investor Bill Ackman last week in an investor letter, noting that the company's earnings are expected to rise 35% this year. Uber is one of Ackman's largest holdings. His firm, Pershing Square, owned over $2 billion of Uber on March 31. The stock is down 7% year to date, and up 69% since its initial public offering at $45 a share. That's way below the returns on the S&P 500 index and technology leaders like Apple, https://t.co/m3sN3qQTUX, and Alphabet. Uber now trades at about 17 times projected 2027 earnings and for about 12 times expected 2027 free cash flow of $13 billion. The disruption risk to Uber, which dominates the market for ride-sharing involving drivers, is far off. It's probably going to take years for robo-taxis to account for a significant share of U.S. rides. They're now in about seven cities, and will rise to 15 by year end. The rollout of robo-taxis has been far slower than proponents anticipated. They face technology, regulatory, and political obstacles, plus the reluctance of many Americans to trust driverless cars. Uber, to be sure, is positioning itself to be a major participant in the robo market even if Waymo, the leader in autonomous vehicles, moves away from its Uber partnership. But it is facing another threat in the form of Tesla and its robo-taxi strategy, which is now in the early stages. That all aside, there's a good case to be made for Uber. Why? Uber amounts to a technology utility that dominates the ride-hailing ecosystem with eight times the revenue of No. 2 Lyft. It takes a cut of the fares paid to drivers and has a growing ad business. Uber is valued at a discount to both the electric utility sector and S&P 500 index with faster growth. Utilities and the S&P trade for about 20 times next year's projected earnings. "The market sentiment and stock market valuation of Uber imply greater robo-taxi roadkill than I think is warranted," says Mark Mahaney, an analyst at Evercore ISI. "The market underappreciates the structural advantage of Uber as a massive demand aggregator and underestimates its ability to get robo-taxis into its fleet," he says. The company, Mahaney adds, has over 200 million active customers who use its services each month. He has an Outperform rating on Uber and an admittedly ambitious price target of $150 a share. Mahaney calls Uber a "dislocated high quality" stock, meaning it's out of favor with investors. (He puts depressed Netflix and Meta Platforms in the same category.) Uber's recent second-quarter earnings report highlighted its still-robust growth. Revenue was up 11%, to $14 billion, and gross bookings rose 22%, to $58 billion -- both adjusted for currency -- while adjusted earnings rose 35%, to 81 cents a share. The company guided to similar growth in the third quarter in bookings and adjusted earnings. Free cash flow totaled $10 billion over the past 12 months and is expected to hit $13 billion in 2027, resulting in an 8% free-cash-flow yield. Uber doesn't pay a dividend but aims to use half of its free cash flow for stock repurchases.
- Aug 24, 20263.0x their median
I expect $META to continue to underperform the S&P 500 near-term as the outcome of a $1 trillion trial in Northern CA overhangs the stock. Like tobacco litigation 30 years ago, $META is being sued by California and a multi-state coalition of attorneys general who have argued that $META designed Facebook and Instagram to be addictive to children and teens, improperly collected their data, and misled the public about the platforms' safety. The trial in federal court in Oakland before U.S. Judge Yvonne Gonzalez Rogers who was appointed by Barack Obama is likely to overhang the stock until the advisory jury renders a verdict in October. The advisory jury is hearing the evidence and issues a verdict; the judge is the ultimate decision-maker on liability, penalties, and remedies. On appeal, the case would go to the Ninth Circuit Court of Appeals, which is widely viewed as one of the more liberal circuits in the U.S. federal court system. In the spring, Meta (along with $GOOGL ‘s YouTube) lost a landmark social media case in California, in which a jury found the companies liable for harming a young user with certain design features in their apps and awarded her $6 million. Then, earlier this month, $META was ordered to pay more than $940 million in the state of New Mexico for being a public nuisance and causing psychological harm to children. In the current state AG case in Oakland the plaintiffs are asking for compensatory and punitive damages which could total $1.4 trillion, essentially equal to META’s market cap. While $META remains cheap at 15.6x 2026 Adj EPS vs +15% long-term EPS growth, the potential for a trillion dollar initial judgment and an unfavorable appellate process before the liberal Ninth Circuit Court of Appeals could overhang the stock just like tobacco litigation impacted tobacco stocks for years until investors realized the tobacco companies could price future ligation costs into each pack of cigarettes and addicted smokers would pay it. Unlike tobacco stocks there is no pricing mechanism that $META can use to offset the risk of litigation. $META could settle this case for a few hundred billion dollars and the stock could rise but other litigation will surely follow.
- Aug 18, 20262.6x their median
Huge disconnect between $TSLA bulls’ over-the-top autonomy expectations and $TSLA stock price. which has underperformed for 5 years (TSLA +51%, NDX +98%). It’s not that $TSLA won’t some day solve for unsupervised autonomy. It’s just that everyone else in the auto industry will as well, so TSLA’s 2026 P/E of 200x and forward PEG of 5.7x make no sense.
- Aug 21, 20262.0x their median
Bitcoin continued its rally on Friday (+7%) putting the token on track for its best weekly gain (+22%) in more than three years. The surge started earlier this week after U.S. Treasury Secretary Scott Bessent announced the U.S. government would double the size of its purchase of longer-dated Treasuries from $2 billion to at least $4 billion. While minuscule compared to typical Fed-led QE programs which normally amount to multi-trillion-dollar buy programs, the Treasury action represents an important signal that the Administration is intent on coordinating policy to stop the rise in long dated treasury yields which remain near their highest levels since 2007. I would fade the bitcoin rally since this is not QE and the Treasury intervention ($2 billion) is tiny compared to Fed-driven QE buy programs where the Fed literally prints trillions in new money to buy treasuries. This isn’t that. Some argue Trump/Bessent will convince Fed chair Warsh to join in their campaign to reduce long-term rates but as in Trump’s battle to get Warsh to cut short-term rates, there is no crisis that warrants new QE (e.g. the last QE program by the Fed was Covid in 2020, which totaled $4-5 trillion). Warsh would lose huge credibility in their efforts to reduce inflation to 2% if the Fed were seen as following Trump’s directive in trying to bring down long-term rates.
- Aug 26, 2026
This would be positive to $META stock if there is a settlement with the state attorney generals even if several billions of dollars. Investors would treat it as a one-time non-recurring event. Meta, States Have Discussed Settling Teen Social Media Harm Case By Olivia Carville and Madlin Mekelburg 08/25/2026 20:22:22 (Bloomberg) ▪Meta Platforms Inc. and state attorneys general have discussed a possible mid-trial settlement of a case accusing the company of deliberately designing Facebook and Instagram to addict teens. ▪The trial poses an enormous risk for Meta as 29 states are seeking financial penalties and mandatory changes to how the platforms operate. ▪A loss at trial could result in penalties of as much as $1.4 trillion, according to Meta's own calculations, while a settlement would likely amount to a far smaller sum. Meta Platforms Inc. and state attorneys general have discussed a possible mid-trial settlement of a blockbuster case accusing the company of deliberately designing Facebook and Instagram to addict teens, according to people familiar with the matter who asked not to be identified due to its sensitivity. The trial, now in its second week in federal court in Oakland, California, poses an enormous risk for Meta as the top legal officers of 29 states are seeking both massive financial penalties on behalf of the public and mandatory changes to how the platforms operate. A spokesperson for Meta had no immediate comment. A representative of the attorney general’s office in California declined to comment. Representatives of the other three states leading the case, Colorado, Kentucky and New Jersey, didn’t immediately respond to requests for comment. The states have alleged violations of state consumer protection and federal privacy laws — which carry fines that add up quickly when multiplied by millions of young Instagram and Facebook users. Meta has denied the states’ allegations and accused the attorneys general of seeking unreasonable design changes and an “outlandish payout.” By Meta’s own calculations, a loss at trial could saddle it with penalties of as much as $1.4 trillion, an amount close to its market capitalization and unheard of in the annals of legal history. A settlement would likely amount to a far smaller sum. Lawyers have said they expect to call Meta founder and chief executive officer Mark Zuckerberg to testify. The case is People of the State of California v. Meta Platforms Inc., 23-cv-05448, US District Court, Northern District of California (Oakland).
- Aug 14, 2026
U.S. stocks were muted after Trump officials vowed economic isolation and a port blockade of Iran. 10-year treasury yields rose +1.6bp to 4.66% and Brent crude +0.7% to $88/bbl. Korean chipmakers SK Hynix and Samsung surged again on renewed AI demand, lifting the Kospi, which is now +31% from end of July. S&P 500 2026 EPS estimates reached $361 (+30% YoY) on AI and energy strength, implying a 21.4x P/E and 4.7% earnings yield, matching the Treasury yield for the first time since early 2024 (normal equity premium +50-100bp) and before that the 2000 Internet bubble. I remain cautious on $TSLA amid declining long-term estimates, likely commoditization of unsupervised autonomy, and a lofty 195x 2026 P/E vs +35% forward EPS growth. For more detail, please see my daily pre-mkt summary for Subscribers.
- Aug 24, 2026
Tech stock pressure pulled U.S. equities lower (SPX -0.1%, NDX -0.6%) amid a risk-off start to a week featuring $NVDA earnings and July PCE inflation Wednesday and Fed Chair Warsh’s Jackson Hole speech Friday. Brent crude fell 1.6% to $93/bbl, lowering the 10-year yield to 4.71%; BTC held near $77.3K while gold rose. Chipmakers declined led by SK Hynix and Samsung Electronics in Korea and $MU and $MRVL in the U.S. pre-mkt. S&P 500 2026 EPS estimates have continued to climb to $364 (+31% y/y) on AI and energy strength, equating the S&P earnings yield to the 10-year treasury yield for the first time since early 2024 and before that the 2000 internet bubble. I remain cautious on $TSLA given declining forward long-term earnings estimates, rising unsupervised AV competition, and an extended valuation. For additional detail, please see my daily pre-mkt summary for Subscribers.
Ranked by total interactions across everything we have tracked for this account, which is a longer history than the 30-day window the rates above use. The multiple compares each post to this account's own median.
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Reading these numbers
A typical post picks up 82 interactions against 580K followers, an engagement rate of 0.014%. Measured over 22 original posts, its engagement rate beats 38% of 3,774 tracked accounts of a similar size, which puts it in the middle of its size range rather than at either end. Posts are seen about 21K times each, and 0.385% of those impressions turn into an interaction. That is about 3.68% of the follower count, which is the gap between an audience on paper and an audience in a timeline. Posting runs at about 1.1 post a day over the last 30 days, with activity on roughly 53% of days. Most posts go out around 09:00 UTC, and Tuesday is the busiest day of the week. Of the 22 posts sampled, 36% carry an image or video, 9% are part of a thread and 9% link out. The account's strongest tracked post pulled 1.0K interactions, about 13x its own typical post.
- What is Gary Black's engagement rate on X?
- Gary Black (@garyblack00) has an engagement rate of 0.014%, based on the median interactions across 22 original posts from the last 30 days against 579,737 followers. Replies, reposts and quote-posts of other people are excluded from that sample.
- Is that a good engagement rate?
- At 0.014%, Gary Black sits above the 25th percentile of the 36,521 accounts in this comparison. Those comparison accounts are all large ones, because our scanning cadence is weighted towards big accounts, so this is a ranking among peers of similar scale rather than a ranking across X.
- Does @garyblack00 have real engagement?
- Its engagement rate beats 38% of the tracked X accounts closest to it in follower count (3,774 accounts), which puts it in the middle of its size range group. Ranking inside a size band matters because engagement rate falls as accounts grow, so a raw rate would mostly re-measure the follower count. It is a starting point for a look at follower quality, not a verdict on it.
- When does @garyblack00 post?
- Most posts go out around 09:00 UTC, and Tuesday is its busiest day, at roughly 1.13 posts per day across the measured window.