Political Reality
@PolitiReality
Investor and trader. Have owned many EVs. Focused on value both long/short. NEVER INVESTMENT ADVICE - ALWAYS OPINIONS 🇺🇸🇮🇱🇺🇦
I doubt he makes it at $TSLA through the end of the year. If he can get enough runway for xAI and SpaceX in the current funding exercises, he will be gone. Proud of you for jumping on the realist bandwagon. It takes a real leader to recognize when they are wrong, pivot and make…
$TSLA CEO Elon Musk is unlikely to get the control that he demands to have over Tesla before he fulfills his CEO duties. It’s despicable that he’s holding his investors hostage for more money and power, and I suspect that Elon Musk will fuck off & leave Tesla in the coming years.
I don’t believe Musk will make it till the end of year without announcing he’s leaving $TSLA He knows it’s time. You could tell from the call!
A little less than 3 years ago I heard all the pumper analysts like Jonas, @DivesTech and @munster_gene tell us how $TSLA had superior margins because of its advanced production techniques and even heard all this bullshit gobbligook about “unboxed” and “exoskeleton” form the…
This has been a MARKETING STUNT from the beginning. How can you have billions of miles of data and then not know how safe or unsafe your autonomy package is? Because you do know. So you keep speeds down, limit miles travelled, add chaperones and remote operators and make sure…
1/2 So... based on comments from $TSLA's own CFO last night, since launching its assisted "FSD" vaporware in Austin, TX, $TSLA has averaged JUST 23.33mi driven per day (THIS IS NOT A TYPO - math below). Based on these numbers, this is not a robotaxi service.
$TSLA "Energy" dropped year-over-year too. Remember when THAT was "the new growth story"?
Another $20 down next few days puts Mimi’s in gamma squeeze / margin call territory…and you know what happens from there… $TSLA
This only proves that Austin is nothing more than a MARKETING STUNT!!!
7000 miles of robotaxi testing in a month? 11 cars, 30 days. Roughly 21 miles per car a day. 18 operating hours per day, so with some slack it is 1,5 miles per hour. It just does not make any sense even for Testing. This is a mega flop.. $tsla
I think we could easily see another 10-20% down in the next few days. $TSLA
My preliminary estimates for Q3 and Q4 are as follows: Q3 GAAP .02 Non-GAAP .09 FCF ($1.1B) Q4 GAAP (.09) Non-GAAP .00 FCF ($1.9B) $TSLA
Oh boy…@realDonaldTrump says he didn’t remove the subsidies to get Elon 😝 This means something really bad could be coming and Trump in his masterful way, will be able to say, I’ve said I want Elon to succeed…BUT if he did something wrong... Trump is a master of leaving…
$TSLA is $330/share and had an EPS of 40c, as a car maker, with rev *down* YoY. At a 10 PE (no growth, automaker, loses money after subsidies go away) it's $16/share.
$GOOGL beats earnings - goes red. $TSLA double miss - goes green. STONKS. 📈
$TSLA robotaxi stats a month in: Miles - 7,000 Vehicles - a handful Targets - “expanding” Elon’s appetite for fielding this Q - 0
It was the most painful call I've heard in a while. They just keep pushing everything out a year. Doesn't matter what product. They admitted there will be drivers in all the robo taxis and other places. Didn't say anything about getting rid of safety drivers in Austin. Didn't…
Not even the X paid pumper simps can save $TSLA sentiment now. Reality is taking hold, and when it bites, it could take many years to heal.
Won't be at all surprised to see $TSLA close down $40-50 tomorrow.
I think we need to add @SawyerMerritt and @FredericLambert to the cast!! $TSLA
Breaking: $TSLA announces that it’s funding a new TV series to compete with The Bear! It’s going to be called The Simps and feature such stars as @ICannot_Enough @WholeMarsBlog @EvasTeslaSPlaid and none other than @thejefflutz. The antagonist @GordonJohnson19 will have a lead…
Breaking: $TSLA announces that it’s funding a new TV series to compete with The Bear! It’s going to be called The Simps and feature such stars as @ICannot_Enough @WholeMarsBlog @EvasTeslaSPlaid and none other than @thejefflutz. The antagonist @GordonJohnson19 will have a lead…
Frustrated with Tesla FSD 13.2.9 (HW-4) bug! Display shows green lights, but photo proves all are red due to sun glare. This misjudgment is DANGEROUS—could lead to accidents. Tesla must fix this ASAP! #Tesla #FSD #Safety