Pabst Street Capital Management @PBRStreetGang7 Twitter profile

Pinned Tweet

Pabst Street Capital Management

9 months

Let’s talk about how our emotions intersect with our investment behavior. And learn about the behavior of others at the same time. Thread! 🧵

4

0

17

Last Seen Profiles

@BandarStw

@samant_uday

@CortezZOfficial

@shinosspo

@___Labwa

@CigDreamboat

@0_7_user

@TSwiftFTC

@Carnival_Poe

@mohammadalamry1

@tino_lindeman

@Olofepence

@spes_man

@fionaclairema

@KenzPicknava

@Ceemulaa_0

@N1c0t3r4

@swk0108

@NaranjaSanfer

@snymanphilip

@KimBuish

@i_was_splitted

@SurvivingCardii

@kappa_koubou

@RikkeHeidemann

@heymamb9

@MAXISPOTENTIAL

@LIFE47482463

@TGallery_NFT

@stw_pdg

@JaycBru

@AzahraMevy27423

@Armire

@alfhd72105

@KaiaGerber

@phpbservices

Pabst Street Capital Management

@PBRStreetGang7

9 months

This is a big deal. $TSLA

316

110

671

Pabst Street Capital Management

@PBRStreetGang7

2 years

Everything’s better with fire 🔥

8

26

588

Pabst Street Capital Management

@PBRStreetGang7

2 years

The sexual misconduct allegations involve SpaceX. Why is *Tesla* lawyering up? $TSLA

34

27

320

Pabst Street Capital Management

@PBRStreetGang7

1 year

New short thesis just dropped $TSLA

53

32

315

Pabst Street Capital Management

@PBRStreetGang7

10 months

Read the CNBC Story again. And then again. I don’t expect much from the bulls (and I have not been disappointed!) but even Tesla’s bears are missing the finer points. $TSLA

12

38

312

Pabst Street Capital Management

@PBRStreetGang7

2 years

As Musk tanks his own share price his cult of followers will begin to turn on him. This is generally what happens with messianic leaders, obviously we have seen it before. $TSLA

28

30

283

Pabst Street Capital Management

@PBRStreetGang7

10 months

Extremely serious allegations here. $TSLA

33

44

284

Pabst Street Capital Management

@PBRStreetGang7

10 months

@OldMateEngineer You either haven’t read the story or you don’t understand what you’re reading.

6

0

275

Pabst Street Capital Management

@PBRStreetGang7

1 year

Okay, so, he’s a liar. We can all agree these are lies. $TSLA

43

23

279

Pabst Street Capital Management

@PBRStreetGang7

2 years

You can even call it Full Self Driving!

7

26

268

Pabst Street Capital Management

@PBRStreetGang7

10 months

Let’s go through the Tesla whistleblower allegations as reported today by CNBC: 1. Scrap classified as WIP 2. Used car deliveries potentially reported as new car deliveries 3. Poor internal controls 4. Frequent changes&bugs in tracking system 5. Conflicted Auditor

20

59

265

Pabst Street Capital Management

@PBRStreetGang7

1 year

I fail to understand how this thing still trades at $165. $TSLA

67

11

259

Pabst Street Capital Management

@PBRStreetGang7

1 year

LOL

13

23

247

Pabst Street Capital Management

@PBRStreetGang7

9 months

Musk must be hurting $TSLA

68

20

244

Pabst Street Capital Management

@PBRStreetGang7

1 month

This seems right to me $TSLA

22

32

251

Pabst Street Capital Management

@PBRStreetGang7

6 months

It’s a cult $TSLA

44

20

241

Pabst Street Capital Management

@PBRStreetGang7

8 months

LOL $TSLA

25

24

231

Pabst Street Capital Management

@PBRStreetGang7

2 years

Musk proposed buying $TWTR to get his money *out* of $TSLA. Musk will IPO the “new & improved” Twitter in a year or two. That’s all this is. Musk wants his money out of Tesla.

24

26

229

Pabst Street Capital Management

@PBRStreetGang7

2 years

Amateur “all-in” investors never take responsibility for their losses. It is always someone else’s fault. $AMC $TSLA

37

17

222

Pabst Street Capital Management

@PBRStreetGang7

2 years

Tell me you don’t understand financial markets without telling me… $TSLA

17

11

207

Pabst Street Capital Management

@PBRStreetGang7

1 year

Listed US Model Y inventory has doubled since start-of-Quarter. Listed US Model 3 inventory has more than doubled. Despite the price cut. Folks, there’s a demand problem. $TSLA

48

32

209

Pabst Street Capital Management

@PBRStreetGang7

1 year

This account should be banned Seriously Stalking & harassment incidents should result in a permanent ban @lindayacc

Alex Rosen

@iFightForKids

1 year

I confronted @PeterHotez and asked why he is too scared to debate @RobertKennedyJr on the @joerogan podcast! W/ @merissahansen17

14K

3K

18K

42

19

204

Pabst Street Capital Management

@PBRStreetGang7

11 months

It fascinates me that Tesla’s Online Grifters have largely avoided tweeting about the DOJ news. Sawyer, for example, regularly tweets *BREAKING* headlines. Not this time! BoomerMama? Nope TeslaHerbert? Nope Bizarre. $TSLA

71

36

199

Pabst Street Capital Management

@PBRStreetGang7

8 months

Anyone who has followed Tesla for any length of time already knew this, but I am happy to see it in writing. $TSLA

30

44

204

Pabst Street Capital Management

@PBRStreetGang7

2 years

Amusing thought for the day.

21

39

193

Pabst Street Capital Management

@PBRStreetGang7

1 year

FSD works great if you . . . manually reduce the speed

34

9

198

Pabst Street Capital Management

@PBRStreetGang7

1 year

Another price cut. LOL $TSLA

34

27

198

Pabst Street Capital Management

@PBRStreetGang7

1 year

Tesla Autonomous Driving employees, fearing retribution, said Tesla’s FSD was susceptible to basic errors that would cause crashes. Musk overruled them and fired those who spoke up. Employees, fearing retribution, said there was an immediate uptick in FSD crashes. $TSLA

34

35

193

Pabst Street Capital Management

@PBRStreetGang7

9 months

I do feel sympathy for Tesla's volunteer stock promoters. They cannot sell now because to sell is to admit they were wrong, and pain of public embarrassment is greater than pain of losing money. So they stay It's a stock cult, and the fundamentals of a stock cult are behavioral.

41

21

198

Pabst Street Capital Management

@PBRStreetGang7

11 months

A new $TSLA Bull Case.

19

18

196

Pabst Street Capital Management

@PBRStreetGang7

2 years

Rob Mauer broke news on his Friday podcast that TeslaChina was reducing production 20%. On Monday’s podcast, Mauer revealed that he received significant backlash for breaking that news, including strongly-worded DMs and longtime patreon subscribers stopping their support. $TSLA

17

31

194

Pabst Street Capital Management

@PBRStreetGang7

2 years

$TSLA Bulls have extrapolated from Peak Margins, and the company is now set to face much lower margins at the same time it’s warranty accounting & lease accounting begin to unwind. The “E” in your “P/E” is a pipe dream.

11

17

188

Pabst Street Capital Management

@PBRStreetGang7

9 months

Folks. It’s a stock cult. $TSLA

61

14

191

Pabst Street Capital Management

@PBRStreetGang7

2 years

Tesla pumpers have created an all-in & buy-more culture, and they have harmed themselves and their friends.

26

12

186

Pabst Street Capital Management

@PBRStreetGang7

1 year

Tesla “bulls” returning their lemons due to quality issues is always fun. As are the comments.

25

21

182

Pabst Street Capital Management

@PBRStreetGang7

1 year

This platform has become totally unsafe for Musk critics.

40

15

183

Pabst Street Capital Management

@PBRStreetGang7

9 months

Two big takeaways from Troy: 🧵 1. Tesla is demand limited everywhere. This was obvious in the new order data a year ago, and now it’s obvious to everyone. And, 2. Tesla’s profits & free cash from the previous three years have been generated from underinvestment in R&D. 🧵 $TSLA

25

22

186

Pabst Street Capital Management

@PBRStreetGang7

8 months

I’ve followed ShitCo’s for long enough to offer a template of how this plays out: Phase 1: 1. ShitCo sues critic 2. Critic fights back, demands discovery 3. ShitCo offers to settle for an apology from critic 4. Critic refuses, demands discovery 5. ShitCo drops lawsuit $TSLA

18

33

182

Pabst Street Capital Management

@PBRStreetGang7

8 months

LOL

11

13

174

Pabst Street Capital Management

@PBRStreetGang7

5 years

Tesla Fremont on track to build 108K vehicles this quarter. 🔥 Sales likely to be 104-106K. These numbers represent substantial increases vs our earlier estimates. In particular we are tracking higher than expected S/X production. This is big! $TSLA

6

22

171

Pabst Street Capital Management

@PBRStreetGang7

11 months

Tesla’s Grifters have a lot of tweets this morning about the benefits of cutting prices. That fascinates me. A year ago when I told them Tesla would need to cut prices due to demand problems, they didn’t believe me. Now it’s their bull case. LOL. $TSLA

61

8

170

Pabst Street Capital Management

@PBRStreetGang7

1 year

Running Red Lights on FSD. Twice. On one drive. In these two pictures one can observe that a slow-moving Tesla in FSD had plenty of time to stop for yellow *and* time to stop for the red, but did not stop. 🧵 h/t @UnicornR_Real

20

22

173

Pabst Street Capital Management

@PBRStreetGang7

2 years

The Chancery Daily is correct. Musk wants to stay But is unable to pay Until the 10-Q is away This filing is a tell That before he can sell Musk must ring the 10-Q bell I am here to boast Your call options are toast $TSLA $TWTR @chancery_daily

8

22

167

Pabst Street Capital Management

@PBRStreetGang7

8 months

Dozens (if not hundreds) of similar stories in the forums from ‘23 Model Y owners. $TSLA

28

41

170

Pabst Street Capital Management

@PBRStreetGang7

7 months

Tesla dropping their range estimates. Following a Reuters report that Tesla lied about vehicle range. $TSLA

21

30

171

Pabst Street Capital Management

@PBRStreetGang7

3 years

Started / Going

23

9

161

Pabst Street Capital Management

@PBRStreetGang7

1 year

Tesla’s Bulls do not understand their own company. They make no attempt to understand it. They do not want to understand it. They just want the stock price to go up. $TSLA

34

14

158

Pabst Street Capital Management

@PBRStreetGang7

1 year

Tesla has cut prices to make Teslas competitive with Used Teslas. And it’s a race to the bottom. $TSLA

20

16

161

Pabst Street Capital Management

@PBRStreetGang7

10 months

There is a real “don’t sell” pressure campaign from Tesla’s stock promoters forming now. Fascinating stuff, for anyone who missed AMC, GME, BBIG, & GTAT. $TSLA

26

14

159

Pabst Street Capital Management

@PBRStreetGang7

1 year

Why would Tesla the corporation respond to a lawsuit settlement that does not involve Tesla. $TSLA

Tesla

@Tesla

1 year

@latimes This article is biased and misleading. Mr. Hothi accepted a “998” offer under California law. These offers are used to shift the cost of litigation to the losing party. If Mr. Hothi had not accepted it, he could have been on the hook for significant legal costs when he eventually

194

295

2K

31

16

161

Pabst Street Capital Management

@PBRStreetGang7

2 years

The $TSLA bull case used to be fun! It used to be 20 Million cars sold each year. And *fun* cars like Roadster2. The Tesla bulls used to talk about RoboTaxis and full autonomy. Now the bull case is relative margins. It’s, “we can cut prices more than competitors!” LOL

26

23

159

Pabst Street Capital Management

@PBRStreetGang7

2 years

Signs of stress among retail holders & traders of Tesla. $TSLA

28

14

155

Pabst Street Capital Management

@PBRStreetGang7

1 year

All proceeds go to creators* *except the money Twitter keeps.

15

8

159

Pabst Street Capital Management

@PBRStreetGang7

2 years

Rob Mauer said yesterday on his podcast that GigaShanghai would slow production by 20% beginning a week from Sunday, December 11. Mauer claims to have a reliable source for this information, and Rob is a credible guy, so for the moment let’s assume it’s true. $TSLA

5

24

154

Pabst Street Capital Management

@PBRStreetGang7

1 year

Here it is: The Perfect Tweet

10

30

158

Pabst Street Capital Management

@PBRStreetGang7

2 years

One more time for those in the back $TSLA

33

11

146

Pabst Street Capital Management

@PBRStreetGang7

1 year

LOL oh Geeze I can’t anymore $TSLA

17

5

154

Pabst Street Capital Management

@PBRStreetGang7

8 months

If a bear said this . . . $TSLA

20

15

153

Pabst Street Capital Management

@PBRStreetGang7

2 years

Vindman is, of course, Jewish. And this tweet from Tesla & Twitter’s CEO is incredibly anti-Jewish. The people who support him, whether in their purchase decisions, advertising decisions, or investment decisions, are supporting this. $TSLA

107

22

136

Pabst Street Capital Management

@PBRStreetGang7

9 months

You know I am not into technical trading and chart analysis, but if you are, you may want to consider that $TSLA has respected resistance at the 5 day EMA. Goodbye to TeslaGrifterMama, who is down about 50% since going “all-in” a couple years ago.

30

5

144

Pabst Street Capital Management

@PBRStreetGang7

5 months

Is this a . . . recall? $TSLA

34

13

146

Pabst Street Capital Management

@PBRStreetGang7

1 year

Musk’s Ship of Theseus There’s a new scam in the Used Tesla market, and it highlights a bigger and potentially fast-growing problem. Thread 🧵

26

27

143

Pabst Street Capital Management

@PBRStreetGang7

1 year

Another price cut. $TSLA

25

9

143

Pabst Street Capital Management

@PBRStreetGang7

9 months

This idiot wants to doxx people now. She links to a VIC pitch, short $TSLA. The author makes the case that margins will continue to decline, which has proven true. GrifterMama tells her followers this is “vile” and, again, the doxxing problem. She is down ~50% and Papa more.

18

10

141

Pabst Street Capital Management

@PBRStreetGang7

1 year

The Starlink reports are true. Sad. $TSLA

37

17

137

Pabst Street Capital Management

@PBRStreetGang7

5 years

Tesla factory unlikely to lose power *even if most of Fremont does* because of agreement with PG&E (Subscribers have asked - and now you know, too!) $TSLA

7

50

130

Pabst Street Capital Management

@PBRStreetGang7

5 years

We believe the first Model Y vehicles ready for sale to the public have already been produced in Fremont, and we will see mass production begin very soon. Possibly this week or next! $TSLA

6

14

132

Pabst Street Capital Management

@PBRStreetGang7

1 year

What on earth

37

3

138

Pabst Street Capital Management

@PBRStreetGang7

1 year

Another Price Cut 🚨 $TSLA

3

28

131

Pabst Street Capital Management

@PBRStreetGang7

2 years

There were 51 reported Tesla Autopilot/FSD crashes in July, and airbags deployed in 46 of those crashes. $TSLA

35

21

125

Pabst Street Capital Management

@PBRStreetGang7

2 years

Tesla’s accounting is geared to unit deliveries growth. Without that growth the numbers turn very quickly. No longer a high-margin growth story, but a very-low-margin capital-intensive stagnation story. $TSLA

12

17

125

Pabst Street Capital Management

@PBRStreetGang7

1 year

FSD didn’t run the stop sign. FSD is safer than a human driver. LOL (Screenshot credit @TaylorOgan )

20

12

126

Pabst Street Capital Management

@PBRStreetGang7

6 months

Don't worry about Elon Musk's $55 Billion Package. He was always going to leave, anyway. $TSLA

6

12

120

Pabst Street Capital Management

@PBRStreetGang7

2 years

My strongest support. I think this is a great idea. $TSLA

21

12

122

Pabst Street Capital Management

@PBRStreetGang7

6 months

Nobody earns points for pointing out Musk’s lies or bigotry. But, wow. It’s unreal to me that anyone would associate themselves with Musk. $TSLA

48

3

123

Pabst Street Capital Management

@PBRStreetGang7

1 year

I wonder the extent this recent push for Tesla Advertising was a planted narrative. Advertising allows Musk to transfer Tesla shareholder money to privately-owned Twitter. Similar dynamic to buying Solar City.

17

15

119

Pabst Street Capital Management

@PBRStreetGang7

1 year

Today’s FSD Update: A Story $TSLA @NHTSAgov @SecretaryPete

14

15

123

Pabst Street Capital Management

@PBRStreetGang7

2 years

In time, the hard core of Tesla-the-Stock enthusiasts will come to resent Musk & Tesla. And, indeed, their previous selves for not recognizing signs of a bubble’s peak, and particularly the massive insider selling. $TSLA

16

14

121

Pabst Street Capital Management

@PBRStreetGang7

1 year

Firstly, LOL Secondly, Tesla’s “Autonomy” systems are designed as Open Loop systems, which will either be shot by a regulator or else competed to zero by Closed Loop systems. Thirdly, LOL $TSLA

28

15

118

Pabst Street Capital Management

@PBRStreetGang7

7 months

Reality: 120,000 cars needing the same safety-related repair should lead to a recall. $TSLA

19

20

121

Pabst Street Capital Management

@PBRStreetGang7

2 years

Hello, police? I would like to report a murder.

24

18

121

Pabst Street Capital Management

@PBRStreetGang7

1 year

That is a really key point from Dan. Either Tesla has worked on these safety-critical problems for months and failed, or Tesla hasn’t tried.

17

11

118

Pabst Street Capital Management

@PBRStreetGang7

10 months

“Those who sell will regret it later.” Folks. It’s a stock cult. Those who sell are heretics. You’re not a heretic, are you? $TSLA

28

11

118

Pabst Street Capital Management

@PBRStreetGang7

2 years

I won a contest. I am very excited to receive my prize as well as the recognition & adoration that follow with it. $TSLA

8

119

Pabst Street Capital Management

@PBRStreetGang7

1 year

Weaker margins, as a bull case $TSLA

22

4

116

Pabst Street Capital Management

@PBRStreetGang7

8 months

Tesla knowingly misled NHTSA during the suspension failure investigation, if this reporting from Reuters is true. $TSLA @SenBlumenthal @SenMarkey

12

32

115

Pabst Street Capital Management

@PBRStreetGang7

9 months

I am excited for Media Matters. They will have discovery, and a chance to depose Musk.

22

10

115

Pabst Street Capital Management

@PBRStreetGang7

1 year

They’re just the world’s dumbest people aren’t they $TSLA

18

5

114

Pabst Street Capital Management

@PBRStreetGang7

2 years

Used Tesla / New Tesla Used models are carried on the books at . . . $TSLA

18

13

113

Pabst Street Capital Management

@PBRStreetGang7

8 months

It doesn’t matter. Tesla acknowledged that autosteer was defective. That’s what matters. $TSLA

25

24

115

Pabst Street Capital Management

@PBRStreetGang7

1 year

Troy’s delivery estimate pre-price cut was 426k. After massive price cuts & sales incentives actual deliveries was 422k. Another inventory build & the backlog is gone. $TSLA

15

12

114

Pabst Street Capital Management

@PBRStreetGang7

1 year

A little too on-the-nose, Ray.

12

16

113

Pabst Street Capital Management

@PBRStreetGang7

2 years

Musk lies often. His fans don’t mind, they think he is *their* liar. $TSLA

23

8

111

Pabst Street Capital Management

@PBRStreetGang7

2 years

Funny. $TSLA

20

7

110

Pabst Street Capital Management

@PBRStreetGang7

1 year

Holy crap that’s a bad number $TSLA

23

4

115

Pabst Street Capital Management

@PBRStreetGang7

5 years

Our Tesla Numbers: Q4 sales - 112.5k Q4 production - 106k Fremont Only Usually Tesla begins producing for subsequent quarter sales in last week/ten days of current quarter. Not so in Q4 2019! $TSLA

6

17

106

Pabst Street Capital Management

@PBRStreetGang7

3 years

I won’t be the first to point this out, but numbers matter and accuracy matters. Tesla said nearly 60k cars had FSD Beta, and in fact the number is 53k. Tesla said 15k Model 3 in Australia, making it the best selling car in Australia, and in fact it was 12k.

43

7

109

Pabst Street Capital Management

@PBRStreetGang7

2 years

Last Thoughts on Tesla $TSLA is a risky stock to own, let’s dive into what’s going on (before I delete my account!) A thread 🧵

36

17

110

Pabst Street Capital Management

@PBRStreetGang7

4 years

For those of my Tesla followers not located in the Bay, it’s hard to overstate the bad rep Tesla is getting over refusing to shut down. Whether you agree or not, locals want the factory closed and the workers paid, as other businesses here are doing.

14

18

108

Pabst Street Capital Management

@PBRStreetGang7

2 years

Simply stunning. New Tesla Model Z. 🔥 $TSLA

43

4

112