Motorhead
@BradMunchen
Automotive Long/Short. I shit post about Musk & Tesla. More in-depth, weekly updates on Tesla & its rivals here: http://bradmunchen.substack.com
With generous estimates, Tesla's Q2 2025 EPS should be $0.35 or 20% below the Street's $0.44 (see details & earnings estimates in Figure 5). Musk is running out of runway for pumps on robotaxis & humanoid bots. Watch for egregious fraud. $TSLA open.substack.com/pub/bradmunche…
Tesla influencers have done some weird things before and I had a feeling the new diner would bring in some a-level weirdos. However, grabbing the seat of a public toilet with your bare hands is next level 🤣🤣🤣
The Tesla Diner bathroom is very fancy. But one little thing to improve 😂@elonmusk
When your earnings are down by 41% from their peak 2 years ago (12-month trailing basis). $TSLA
The market awards a $624 billion valuation ($194/share) for Tesla vaporware like 👇 & FSD. The EV & Megapack segments are only $138/share or a $445 billion valuation ($132 on Ferrari's 48x 2026 PER + 1.5x Tesla Energy 2026 revenues). Dotcom is blushing in its grave. $TSLA
$TSLA optimus froze and couldn't serve popcorn at Tesla diner 🍿 too many people using starlink wifi network 🍿 teleoperator couldn't connect to optimus
Wow! A closely held affiliate of $TSLA is now issuing earnings estimates? I asked ChatGPT if this could be a securities violation. Here’s what it says. Yes, it could be a serious securities violation for xAI or any closely controlled affiliate of Tesla to issue earnings…
x.com/WholeMarsBlog/…
Engineers on site told some people they were teleoperated
Once again, Tesla's "amazing tech" turns out to be fake. Tesla's "Full Self-Driving" software requires a supervisor Tesla's "Robotaxi" requires a safety monitor Tesla's "autonomous robot" requires a teleoperator $TSLA is a house of cards held together by lies.
At the Tesla diner you have to supervise the cook and if the food turns out poorly it’s your fault.
All of Musk's pumps are for vaporware that has unproven technologies (FSD, Starship, Optimus & Neuralink) with exaggerated data vs reality. $TSLA
“Mommy, how did daddy get so rich?” “He ran a low-beta spread trade, printed 2%, then told people without an ISDA to stay in their lane.”
people are dunking on chamath for bragging about a trade that only returned 2% but you have to give him some credit - that’s more than all his spacs combined
Tweet of the week. 🔥🔥🔥
Usually I wouldn’t chime in but this is just embarrassing. No Prime desk is giving your (being generous) $300MM family office leverage to fade the concentration trade a year late. You’re not Millennium, and your Prime broker was rescued by UBS…sit down boy
Ha ha when a Tesla influencer leaves the Tesla Diner in a Waymo .. CT must be in the shop…
Elon Musk launching his Supervised @Tesla "Robotaxis" in Austin is akin to competing in the Tour De France on a tricycle. Waymo's unsupervised robotaxis are so far ahead that they can't see Tesla's Supervised Robotaxis with a telescope.
When Elon said the Cybertruck would cost $39,000 he was obviously talking about its resell value.
Huge chance that you'll get food poisoned, knowing Tesla's lax quality control. $TSLA
We’re open! Come Eat, Charge, and Watch!
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This is very rich from someone working for the company that sells Tesla "Full Self-Driving" as a "hands-on feature", and has a disclaimer saying that "failure to follow these instructions could cause damage, serious injury or death." Tesla is also the company that took…
Why make a feature and then make a disclaimer that says you can't actually use the feature?
FSD definitely never saved my life. And Tesla doesn't disclose such data anyway (I wonder why). There are more incidents of Tesla FSD being saved by the driver from causing injuries or fatalities on the road. $TSLA
I wonder how many times FSD has saved you or someone you love without anyone ever knowing it. Hopefully, for your sake, as well as everyone else’s, this terribly dangerous company can manage to continue to struggle along despite how much people like you hate it. It’s so niche lol