Does a 🐻 poop on the Gigglefactory floor? @gls_energy
Ex-CFA charterholder. Still waiting on $tslaq. Buyer of sh*t calls and puts. No investment advice, just opinions. youtu.be/iik25wqIuFo Mom's Basement, USA Joined May 2009-
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Dude how bad is this earnings call gonna be lol
Musk giving a preview of the $TSLA call tonight.
Frustrating that Cyrus Reed can hijack sensible grid planning in favor of serving unachievable climate change goals. Stopping a gas plant only hurts Austinonians. It won't meaningfully change carbon emissions. @austinenergy kut.org/energy-environ…
CyberTruck suicide machine. Short video by @thunderf00t. $tsla $tslaQ youtu.be/eSl-2GMe-n8?si…
Lmao he couldn't figure out the Roadster 2 mileage spec was b.s. during his interview with Musk about the announcement?
Lmao he couldn't figure out the Roadster 2 mileage spec was b.s. during his interview with Musk about the announcement?
Man-sized baby can't figure out who to bribe or threaten to make problems go away. $tsla $tslaQ
Man-sized baby can't figure out who to bribe or threaten to make problems go away. $tsla $tslaQ
If Binance and CZ are willing to take this settlement, how much looting has occurred to make it worth it? 10x the $4.3b? Even more? #crypto
Has SBF actually done one good thing? #crypto #effectivealtruism
Crickets when it comes to the safety and reporting violations regarding a contractor death at Tesla Austin. $tsla $tslaQ
Crickets when it comes to the safety and reporting violations regarding a contractor death at Tesla Austin. $tsla $tslaQ
Has Wood done an ex-post review of all her predictions and forecasts for the last 5 years? 😂 $tsla $tslaq
Has Wood done an ex-post review of all her predictions and forecasts for the last 5 years? 😂 $tsla $tslaq
I have many questions. $TSLA
Oh this is interesting. It is indeed mighty suspicious that Musk hasn't released a video of Tesla spraying the Cybertruck with the Tommy Gun. $TSLA
Contact Sequoia, their due diligence team loves stories just like this.
Contact Sequoia, their due diligence team loves stories just like this.
@whatisgives @HiddenPivots @AlderLaneEggs @Cryptadamist @Bitfinexed We had him dead to rights, but our work isn't done. His parents, Dan Friedberg and others need to be brought to justice. CZ of #Binance, Barry Silbert, the Winklevoss twins, the enablers at $SI and $SBNY plus the #Tether fraud cartel players all need to be rounded up soon.
In case anyone is ever tempted to take Ackman seriously again…
Motorhead @BradMunchen
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13K Followers 202 Following I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules.fly4dat @fly4dat
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260K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6fStanphyl Capital @StanphylCap
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5K Followers 2K Following My Finance work experience was being a runner at the CBOT in HS...in other words: None. Entertainment only. Automotive focused. On Threads, same username.Bag Holder @BagholderQuotes
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140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzKuppy @hkuppy
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31K Followers 3K Following Author of Ludicrous: The Unvarnished Story of Tesla Motors. Co-host @TheAutonocast. Not sure how much more mobility innovation I can take. YMMV.Doomberg @DoombergT
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18K Followers 685 Following Volatility, VIX products, options, ETPs and random musings about wine, music, travel, life, etc. Not investment advice. https://t.co/dO8lFhLFTaEric Yeung 👍🚀�.. @KingKong9888
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41K Followers 6K Following Working on book no. 3 The Naked Emperor podcast AM Quickie newsletter [email protected] Signal: 1-310-713-2739Penn Alumni @Pennalumni
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725 Followers 561 Following i like our planet but i like money even more tesla target price 4000. Also a big fan of DIP financingJared Broad @jaredbroad
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69K Followers 455 Following creator of the Iv flush 🚽Acta Non Verba 🍃 Not financial advice ; Twitter is my journal -🐸 EDUCATION ; over everythingFacts Chaser 🌎 �.. @Factschaser
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51K Followers 2K Following defi threads ELI5 // crypto patriot otter investigates anything that smells fishy // not financial advice(((The Daily Shot))) @SoberLook
149K Followers 273 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).😈 Spawny | spawny... @hellspawncrypto
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130K Followers 1 Following tracking only some of the many disasters happening in crypto, defi, NFTs, and other blockchain-based projects since 2021 • created by @molly0xfffarjun⚡️murti @ArjunNMurti
15K Followers 546 Following energy macro/equities/policy⚡️ un-retired at Veriten ⚡️ publish @SuperSpiked, about the messy energy transition era ⚡️ pro capitalism, anti socialismBarnabe @BarnabeBearBull
2K Followers 72 Following Don't f**k w/Trend, Fed, Breadth etc. Here to reach data-driven ppl (Yes, f**king w/my Groucho-Marxist banner) Here & other platforms @BarnabeBearBullI am 5 for 5 on having write ups of Giants picks this is the best day of my life
Theo Johnson ✅ Tyrone Tracy Jr. ✅ #Giants #NFLDraft
My #Giants Day 3 wishlist (rough order) RB Audric Estime IOL Mason McCormick TE Theo Johnson IDL Brandon Dorlus RB Tyrone Tracy RB Jaylen Wright WR Troy Franklin WR Johnny Wilson RB Ray Davis RB Will Shipley LB Jeremiah Trotter! TE Ja'T Sanders S Malik Mustapha IDL Mehki Wingo
I really enjoyed how Musk announced an entirely new business model for the robotaxis, where Tesla becomes an Uber or Lyft, but using your Tesla. A business plan nowhere in writing, of course. Half-baked & completely confected on the fly.
Does anyone remember the last time Tesla filed a K or Q the morning after an earnings call and what happened next? I am too lazy to check manually.
So $TSLA revenue plunged >$4 billion sequentially, but payables went UP by almost $300 million? How badly is Tesla f'ing over its suppliers?
These Q1 numbers at $TSLA are massively inflated by deferred FSD revenue recognition. No one will know that all of these numbers are bunk until the 10-Q comes out next week & by then, everyone will have forgotten. What a classic Musk sleight of hand. Someone needs to finance.
Think about it: $TSLA had 3%-5% price cuts, a 2-week shutdown at Giga "Berlin" & 20% lower deliveries vs Q4'23. Why was Q1 gross margin of 17.4% only 20bps lower than Q4'23 gross margin of 17.6%?
These Q1 numbers at $TSLA are massively inflated by deferred FSD revenue recognition. No one will know that all of these numbers are bunk until the 10-Q comes out next week & by then, everyone will have forgotten. What a classic Musk sleight of hand. Someone needs to finance.
$TSLA avg prices are up 1.5% QoQ despite 4%-6% price cuts globally. This is a sure sign of $TSLA recognizing deferred FSD revenues. Seems like they booked $700m-$900m in deferred revenues out of plans for $926m to be recognized in 2024. We'll know more when the 10-Q is out.
Am I the only one to get this blind right? Blind Items Revealed "The celebrity CEO doesn't want to announce it, but his company is going to stop producing the much ballyhooed truck. No one is buying it." Elon Musk / Cybertruck $TSLA $TSLAQ crazydaysandnights.net/2024/04/blind-…
“By the end of last year, ARK funds had destroyed more wealth than any other asset manager over the previous decade, losing investors a collective $14.3 billion, according to Morningstar.” stocks.apple.com/An-5UFEz9SSq0E…
I usually don't comment on $TLSA China weekly insured, as the numbers fluctuate wildly due to export priority. Here are 4 reasons why I think this time it's different. h/t @Tslachan
I find it amusing that you still idolize Karpathy. He got FSD into this mess with his pseudo-scientific machine learning cargo-culting. @Waymo has swarms of commercial driverless cars in LA, SF, Phoenix & Silicon Valley and is expanding rapidly. Tesla hasn’t even applied for a…
Dano Doodoo didn't digest Karpathy's pseudo-Lidar presentation
ButT muH CyBeRtrUCk is SoLD oUt fOR tHe NExT 2 yeARs $TSLA $TSLAQ
$TSLA TESLA LAYOFFS TO INCLUDE 2,688 TEXAS WORKERS, WARN NOTICE SAYS
Humans necks allow us to correctly position two 500MP binocular vision cameras. @Tesla has 1.2MP cameras, fixed in wrong position, with no depth perception. LiDAR does depth for real robotaxis. Humans also have intelligence, while Tesla is stuck with Dojo's Artificial Stupidity.
@gfodor Humans don’t shoot lasers out of their eyes to drive, although that would be kinda cool
@Thepadre13 first lp distribution scheduled for 2038
Robbery in most of America is out of control
@kings_pawns1984 I think the opposite. They're at 3 and may not be in position to draft a top QB talent for a while. No guarantees. Next year could be picking 6. Also, you could stumble into another Kenny Pickett class. NFL GMs don't wait.
2023: Hertz stopped, sold all Teslas after 35,000 'experience' : "twice the cost of petrol cars" (Despite $14k tax advantage per Tesla) German TÜV: "Tesla the most unreliable car of all 111 models we track. 14x more wheel suspension problems. Worse even than the cheapest car"