Claus Møller 🇺🇦 @ClausMller17
Trying to be rational in an irrational world. Also I have a rule of blocking morons. Denmark Joined July 2019-
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@Ac64940893 Oh, no. NHTSA did everything but write the complaints. In six pages, they made a devastating case. They also go out of their way to point out that Tesla was uniquely negligent. This is so, so bad.
NHTSA's $tsla ODI on Autopilot/FSD is out, and it is devastating. It's short: static.nhtsa.gov/odi/inv/2022/I… If you go outside and cup your ear in urban areas, you will hear a loud ka-ching, ka-ching. That is the sound of personal injury lawyers experiencing a mass orgiastic event. 1/X
California DMV accuses Tesla of making false claims about Autopilot and Full-Self Driving - The Verge Tesla sued over FSd and Autopilot indeed Tesla has been sued over the Autopilot issue @sallepierrelamy $tsla $tslaq #Tesla #scam #fraud theverge.com/2022/8/6/23294…
$TSLA - No comments needed really. EBIT per car down an estimated 40% q-o-q despite the better Auto gross margin. Regulatory credits was $1,143 per car in 1Q or ~50% of EBIT per car. 2-3% further price custs and EBIT goes negative.
So: "A cheaper @Tesla that isn't a Model 2 and isn't build in a revolutionary new way to reduce costs......" Consensus is that it is just a stripped down Model 3. "Revolutionary" "Worth $50Bn in market cap" 🤡 Those who bought on earnings rise will regret it. $TSLAQ
So: "A cheaper @Tesla that isn't a Model 2 and isn't build in a revolutionary new way to reduce costs......" Consensus is that it is just a stripped down Model 3. "Revolutionary" "Worth $50Bn in market cap" 🤡 Those who bought on earnings rise will regret it. $TSLAQ
I worked extremely hard for Elon on the Twitter Research project for his takeover. Quite frankly, he has had zero plans & action with this platform. In addition, the same with #TSLA Over the past (4) years many of us have had to work very hard to navigate challenges........
It is curious that @Tesla added 66k cars to inventory YoY. Yet value of inventory only increase 1.65B. This is $25K for each car. At the same time, accounts payable has increased 1B (with same days outstanding), so inventory of supplies hasn't decreased notably.
@ClausMller17 @Tesla Did he answer a single question? In the few moments that I listened to. A question about licensing out FSD to other companies. Lead to Musk talking about flip phones. I don't understand, how are educated people accepting this level of fraud? Tesla doesn't need to sell like GM?
Good point. @Tesla $TSLAQ
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
Little wonder @Tesla cut prices in China, again. Another poor week of 5.160 deliveries in the biggest EV market in the world. A drop from last week, which was also really bad. And a significant drop from last year. I wonder how Fraud-boy will spin this on earnings call. $TSLAQ
Devastatingly good stuff, as always, from @Tweetermeyer: niedermeyer.io/2024/04/22/no-…
Robbery in most of America is out of control
Robbery in most of America is out of control https://t.co/D5A8ZSDo3Q
so, is the world trying to tell Elon something?
6 years, 6 weeks and 6 days ago... .... it was already past the date Elon first promised FSD would be feature complete.
6 years, 6 weeks and 6 days ago... .... it was already past the date Elon first promised FSD would be feature complete.
Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTU
Montana Skeptic @Mont.. @montana_skeptic
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Rick Bomstein @BomsteinRick
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JC Oviedo @JCOviedo6
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CommonSenseSkeptic @C_S_Skeptic
10K Followers 2K Following An award-winning YouTube channel, reminding people how important critical-thinking skills are, at a time when some common sense and logic is desperately needed.
Suspected Saboteur @ShortingIsFun
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.
Taylor Ogan @TaylorOgan
23K Followers 6K Following CEO at @snowbullcapital // In China for investment opportunities // Boston to Shenzhen // Grammar nut // Disclaimer: https://t.co/CYiDT5xlML
![Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice.](https://pbs.twimg.com/profile_images/1022255534911700992/vmNRWBcf.jpg)
TalesFromTheFuture @talesftf
3K Followers 4K Following Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice.
Yolo𝕏ing of $TSLAQ.. @yoloption
3K Followers 491 Following Options degen $TSLAQ convert, tracking the madness of #ElonQ and his lemmings Certified QE Conspiracist by @neelkashkari I shitpost a lot. NO INVESTMENT ADVICE.
CoverDrive @CoverDrive12
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Emperors Without Clot.. @ClothesTesla
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Felonious Musk @FeloniousMusk
2K Followers 186 Following An honest musk. Handjob absolutist. Parodies nuts. $TSLAQ
SardonicCanuck @SardonicCanuck
3K Followers 730 Following Business analyst and portfolio manager. Take this account seriously at your own risk!
Anthony Pesec @anthonypesec
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Machine Planet @Paul91701736
8K Followers 1K Following It's long past time you quit this place and you know it. I'm @machineplanet_saf on Threads. Join the $tslaQ Discord server here: https://t.co/qcMgFTZizh
Bitfinex'ed 🔥🐧 .. @Bitfinexed
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Stanphyl Capital @StanphylCap
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B Graham Disciple @bgrahamdisciple
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
11K Followers 247 Following Will cover $TSLAQ short @ $0 fly4dat on Threads, Bluesky and Mastodon
Montana Skeptic @Mont.. @montana_skeptic
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E.W. Niedermeyer @Tweetermeyer
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Rick Bomstein @BomsteinRick
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10K Followers 2K Following An award-winning YouTube channel, reminding people how important critical-thinking skills are, at a time when some common sense and logic is desperately needed.
Suspected Saboteur @ShortingIsFun
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.
Taylor Ogan @TaylorOgan
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48K Followers 599 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
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4K Followers 220 Following
Quoth the Raven @QTRResearch
260K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6f
TalesFromTheFuture @talesftf
3K Followers 4K Following Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice.
Yolo𝕏ing of $TSLAQ.. @yoloption
3K Followers 491 Following Options degen $TSLAQ convert, tracking the madness of #ElonQ and his lemmings Certified QE Conspiracist by @neelkashkari I shitpost a lot. NO INVESTMENT ADVICE.
CoverDrive @CoverDrive12
4K Followers 1K Following Engineer. Immune to Pop Science. "Always do right. This will gratify some people and astonish the rest." And keep your stick on the ice!
🆂🆃🅰🆁_🆂.. @Star_Shine2024
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201 Followers 162 Following Wildman the Alien hunter.Parallel dimension traveler. UFO survivor.Fmr UFO pilot. Black Knight pilot. Peace. Account managed by AI. Degrees in bullshit.
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9K Followers 57 Following Strong believer that EV’s are key to fight climate change. Information addict that likes to feed his friends and peers with articles excerpts about Tesla /Elon
Cheech el Batallador @outeastcheech
89 Followers 35 Following 👑 King Cheech 🇪🇸 #Duval / Out East / The Farm #3K #FuckJSO #FuckCOJ #FuckDOC I hate to see you go but love to watch you leave. DMs = browser tab alert
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2K Followers 921 Following Tesla & Rivian supporter, owner of both, and solar advocate! Striving to do well by doing good. Tesla referral code: https://t.co/A50BmRHHxL
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Lucifer @thedevilonx
144 Followers 486 Following Elon Musk is a serial liar 🤥 His cult followers have the lowest IQ 🧠🤯 "Never underestimate the power of stupid people in large groups" 💯
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evan loves worf @esjesjesj
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As just one example, Tesla retroactively revised their crash rates last year for no apparent reason, and AP somehow got much safer in a way that makes zero statistical sense. That alone would worth an investigation. 9/9 x.com/noahgoodall/st…
1. Tesla released 2023 Autopilot crash rate numbers last month. In my opinion, these reveal nothing about AP, as Tesla does not appear to be counting crashes where AP is not running but active safety features like automatic emergency braking *are*. That's a lot of crashes!
Yet again I get schooled on how wrong I have been about Tesla, the previously successful auto company and now failing auto company pivoted to Taxi/AI/Robotics company. I was claiming that all their key metrics were in decline the quarter just passed. Boy was I wrong!
@paulben00158697 No, that's not how this works. A driver not looking at the road is criminally responsible, unless unconscious or in medical crisis. That's true. But Tesla is also responsible for the design, and thus bears liability. It's malpractice not to sue Tesla along with the driver.
@Ac64940893 Oh, no. NHTSA did everything but write the complaints. In six pages, they made a devastating case. They also go out of their way to point out that Tesla was uniquely negligent. This is so, so bad.
@BlazingHusky That widely reported fatality that just happened - a Tesla Model S on Autopilot running into a motorcycle and killing the motorcyclist? This report reads as if the motorcyclist's brother wrote it.
I probably will write more on Threads. I try to avoid Twitter now due to repulsion as to the Hitler-luvin', Jew-hatin' atmosphere. I don't want to pass that by, but I also don't want to waste my life arguing w/ fanatics. However, one last point - (cont)
Maybe Musk shouldn't have been hanging up on them? Just a thought. Because NHTSA is FURIOUS. Seriously enraged.
NHTSA was clearly really mad. Just to be helpful, they reminded everyone of the kid getting off the school bus who was severely injured by a Tesla driver. Hint, hint.
But it turns out that it gets even better, because FSD rears its head in this thing, with 75 crashes and 1 fatality. That's 75 crashes out 956 total, with a much smaller number of drives and miles. No wonder Tesla is pushing FSD to everyone - they have to obscure this. 5/X
I don't care how hardcore your defense team is, when all the plaintiff's lawyer has to do is repeat bits from the report like 35 times in the course of two days and throw up slides like this, you're doomed. 4/X
In particular, the analysis of frontal crashes is so awful that Tesla should really just settle every one of these cases. This is the sort of stuff that makes juries really mad. These are BAD stats. 3/X
This report could not be worse for $tsla, because it means that every lawyer filing an injury case for a non-driver involved w/ a Tesla crash involving Autopilot or FSD starts in a winning position w/ a jury. Tesla insurance just got a whole lot less profitable.
NHTSA's $tsla ODI on Autopilot/FSD is out, and it is devastating. It's short: static.nhtsa.gov/odi/inv/2022/I… If you go outside and cup your ear in urban areas, you will hear a loud ka-ching, ka-ching. That is the sound of personal injury lawyers experiencing a mass orgiastic event. 1/X
@kelseyhightower @Earl_Suminda @brainiac6996 big difference is that with waymo you’re not allowed to sit in the driver’s seat. with tesla FSD you must sit in the drivers seat and maintain responsibility for the vehicle’s actions the whole time tesla is not full self driving. don’t let the marketing confuse you
@Earl_Suminda @brainiac6996 Is it on par with Waymo?
@brainiac6996 The bet is where will things end up in 5 to 10 years. What Tesla is doing today maybe considered a dead end in relative terms to Waymo.
If autonomous cars are the future then why is Waymo not worth a trillion dollars?
Epic $TSLA baggie cope thread. Musk simps claiming Waymo is "a decade behind" Tesla when Waymo has real robotaxis on the road today and Tesla hasn't even launched their FSD (Simp-Supervised) ride hail network yet is comedic gold.
If autonomous cars are the future then why is Waymo not worth a trillion dollars?
Here's the "Construction in progress" line that @rschmied was commenting on when he wrote, Don't complete... don't depreciate." Schmied notes that despite $7B in capex, depreciation has been essentially flat for the past three quarters.
Why is $TSLA investing so much in Plants & Tooling when they ALREADY have so much CAPACITY and falling/flat volume?
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