Pedantic A-hole. Not investment advice. Not any kind of advice. All tweets/posts/replies are my opinion only. Do your own due diligence.
Time wasters: GFY.
With the $TSLA Cybertruck you don't get a spare tire, the battery is undersized unless you also haul a backup in the bed, the frunk is puny, and the second row cramped—but at least you've got all this usable space right up front!
Wired: The End of Elon Musk
“Musk hasn't given the voiceless a voice, he's just dragged us all down into the swamp, and the only people who truly benefit are shameless grifters.”
Why do I think $TSLA's balance sheet is bogus?
1. Advertising works. If $TSLA had its stated cash a $1B ad campaign would be a drop in the bucket.
2. Last CFO exited suddenly and unexpectedly.
3. They sold $3B in bonds the last two quarters.
4. Elon Musk is a pathological liar.
I never expected Zach to quit suddenly. The case for $TSLA was extremely BEARISH before that development. Most $TSLA stans and Musk simps are young and have limited investment experience. CFO's don't suddenly depart on a Friday afternoon when things are going well.
This is huge! $TSLA.
The $328M in Q2 "other income" is likely fake. Why does $328M matter? It was the difference between a QoQ decline and a QoQ increase in EPS:
($2703M net income in Q2 - fake $328M) / 3171M shares = $0.75 EPS
Q2 reported EPS $0.85
Q1 EPS $0.80
@WSJ
@SECGov
For all the $TSLA bulls concerned about Elon's unhinged behavior clearly hurting Tesla's brand value: it's not new, you're just awakening to it now. Buying Twitter was an unforced error that's revealed his real nature to a much wider crowd. Like many here, I've known since 2018:
Anybody considering buying a Tesla, please don't be fooled by the low price and slick UI. $TSLA aspires to be a tech company and iterates like one. Unreliable hardware and buggy software are rushed out. Would you fly on an airplane from a co like that? Your life is worth more.
$TSLA has been engaging in accounting shenanigans for years. In Q2 23 they were so brazen as to just invent $328M of income from nowhere. Their earnings calls are not open so nobody asked about this and it still remains unexplained. 2.5 weeks later the long-time CFO is out. 🤔
Watch this
@Tesla
FSD Beta v12 try to run a red light, forcing Elon Musk to take over. "Intervention!"
@ElonMusk
your defective and dangerous software has no place on our public roads and should be banned immediately.
Omar just said on Yaman's $TSLA space that people in China can't read Musk's tweets so they think he's a genius. LOL. I agree. Reading Elon's tweets clears that up very quickly.
@TESLA_winston
You're not driving 2 hours on the highway though and only using 38%. For local driving charging an EV is a non-issue. For long trips it's still a legit issue if time matters to you.
CRIMINAL fanboy
@WholeMarsBlog
blows through a stop sign on FSD while he's trying to explain the supposed benefits of FSD being a cheap vision-only system.
These guys are trying to prove that Tesla FSD is better than Waymo and their car attempts to murder them no less than 3 separate times lmfao
You gotta see the ending too
$TSLA
❖ NHTSA OPENS PROBE ON TESLA'S AUTOPILOT UPDATES
NHTSA opened a probe into Tesla's Autopilot system to assess if the software updates to address driver safety concerns were "adequate," a filing made public on Friday showed.
The NHTSA expressed doubts about the
So $TSLA is a capital intensive car co with major geopolitical risk, mounting domestic enemies, soon to face huge civil and possible criminal liability for lies and negligence for FSD, SUA, and inflated range, with decreasing margins and phantom income. And it trades at 82x GAAP.
So
@theliamnissan
found Elon’s (Adrian Dittmann) sock puppet account praising his lame jokes telling himself how funny he is- Super cringe embarrassing stuff. Now Apartheid Clyde is big mad, so he’s holding Twitter’s favorite Japanese car hostage.
#SissySpaceX
#FreeLiamNissan
The split second the stock market opens on Monday, any fund manager who still owns $TSLA and cares about their fiduciary responsibility should fully divest.
The split second court opens on Monday, X Corp will be filing a thermonuclear lawsuit against Media Matters and ALL those who colluded in this fraudulent attack on our company
This is exciting! Volkswagen Group CEO Oliver Blume and I are thrilled to announce the formation of a joint venture between our two companies. This partnership brings Rivian’s software and zonal electronics platform to a broader market through Volkswagen Group’s global reach and
Female $TSLA shareholder: "can you setup an overnight parking lot for Musk superfans to car camp?"
Musk: "shoot me your number and later you can father some new children for me."
Every decision at $TSLA has to be approved by this guy—including decisions that impact the safety of your family. If you or your family has been injured in or by a Tesla vehicle, he has a message for you: F*CK YOU!
Community Notes about anything related to Musk or $TSLA is a farce.
The source of this note that attempts to refute criticism of Tesla's Autopilot is in fact Tesla itself. 🤡
This is a moment of truth for any fund manager holding $TSLA. Do you believe the news organization with the receipts or the pathological liar CEO who has been promising "full autonomy next year" for nearly a decade. Remember, you have a fiduciary duty to your clients.
Wow. Shameless plug at a critical moment for the company. Morgan Stanley is obviously worried about their personal loans to Musk collateralized by $TSLA stock. Pretty reprehensible if you ask me. Morgan Stanley are true stans.
These mass layoffs are generating a lot of bad press. Would Elon really risk doing them before the shareholder meeting if Tesla wasn't severely cash constrained?
$TSLA investors are the ones who will be hurt by this desperate and despicable robotaxi "unveiling" stock pump. This is a cautionary tale for anyone thinking about buying the stock. 👇🏻
These "world's richest" titles are dumb—Musk was never anywhere close to the richest because liquidity matters: assets don't count at par if they're locked up in shares of a shitco you can't sell without collapsing the house-of-cards valuation.
Anyway, congrats to Jeff!
Instead of thanking Elon and the Tesla team, Andrew owes a debt of gratitude to Whole Mars and rest of the "all-in" Musk simps for buying every dip and allowing him to take out hundreds of millions of dollars. 🤝
Washed-up auto "expert" and current Musk simp Sandy Munro is advocating for other auto brands to remove turn signal stalks like $TSLA's boneheaded decision, because stalks are "remnants of the past." Sandy is a remnant of a respectable human being.
We’re starting the week off strong with a Sandy video! When we had the
@GenesisUSA
GV60 in our office a few weeks ago,
@teardowntitan
took it for a spin, and he had some high praise to give afterwards! Check out today’s video to see what he liked, what he’d change, and how he
In case anyone forgot, Musk needs to sell shares of $TSLA this year or next year at the latest. He can't afford to be the last one out—and he's got a lot of shares to sell.
Elon Musk is pathetic. This isn't the first time he's resorted to using an argument in court that essentially boils down to "I'm a known liar... so everyone should have known I was lying... so I'm not liable for my lies."
Okay hold up. Defendants argued that when Musk filed a 13G - the form for passive interest - he did not in fact make a false statement/intend it, bc he deleted required language certifying a lack of intent to control Twitter, which signaled to the market that he was lying.
This video is hilarious and expertly done. Every Musk simp and $TSLA stan on this platform needs to watch it. Also entertaining but nothing new for $TSLAQ.
@heyitsyashu
I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned.
Unless that is the case, I would prefer to build products outside of Tesla. You don’t seem to understand
Musk's behavior lately makes more sense in light of the most recent leak about the DOJ investigation. Misleading investors about FSD is the only thing holding $TSLA stock up. If Musk doesn't "solve autonomy" this year he might actually end up in prison.
❖ CATHIE WOOD RAISES HER BITCOIN PREDICTION BY $2.3 MILLION
According to Wood, Bitcoin could go as high as $3.8 million if institutional investors were to begin investing heavily in it. While the analysis is likely correct, it is unlikely that institutions would put 5% of their
Musk just said in the U.S. that $TSLA can release products without explicit approval by taking liability for what they deploy—but earlier in the call he complained that $TSLA hasn't been let off the hook on the liability for deploying FSD.
Fun lines from $TSLA 10-K:
"We record inventory write-downs for excess or obsolete inventories based upon assumptions about current and future demand forecasts. If our inventory on-hand is in excess of our future demand forecast, the excess amounts are written-off."
1/2
We should not, for example, impose draconian laws on farmers or make citizens uncomfortable by limiting air-conditioner usage!
Keep tax revenue constant, but shift it to tax what is probably bad (CO2), just like alcohol & cigarettes are taxed more than fruits & vegetables.
Walter admits the revised account of the 2022 events is based on what Musk "now says" which confirms there WAS a frantic text message from Musk to Isaacson. Walter you've sullied your reputation by not making it more clear that Elon is insisting you change your original story.
@TimFernholz
@kairyssdal
Hi, Tim. Based on my conversations with Musk, I mistakenly thought the policy to not allow Starlink to be used for an attack on Crimea had been first decided on the night of the Ukrainian attempted sneak attack that night. He now says that the policy had been implemented
Musk really believes he can brute-force his way to "full autonomy" by racking more H100's at Giga Texas. The layoffs and delaying of new factories are needed because they don't have the cash flow to do both. The guy who's been wrong about FSD for nearly a decade just went all-in.
Another $887M in cash for $TSLA provided by financing activities in Q4. Why does a company with this much supposed liquidity need to keep going back to the well every quarter when rates are high?
Wester has giant f*cking balls for speaking out publicly using his actual identity and standing up to a maniacal cult. He is a true $TSLAQ hero. History will remember him fondly.
I made the difficult decision to move on from Tesla after 18 years yesterday. I am so thankful to have worked with and learned from the countless incredibly talented people at Tesla over the years.
I loved tackling nearly 🤣 every problem we solved as a team and feel gratified
@teslaownersSV
He was not on FSD. The software had unfortunately never been downloaded. I say “unfortunately”, because the accident probably would not have happened if FSD had been engaged.
We issued this as a recommendation to NHTSA after the same type of crash occurred in Williston, Florida, in 2016. Tesla has yet to respond to any of our recommendations from Williston, Delray, or Mountainview.