StillKickin @ValueExpected
Joined June 2016-
Tweets13K
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Followers1K
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Following38
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Likes29K
c: @icapulet
Tesla delivery lot in North Scottsdale is approximately 105% full.
I finally made the move to Threads, it is now available for desktops. My handle is jaberwock22 I have found many of my old Twitter contacts already, if you have a threads account follow me there. I will keep annoying people here for a few weeks, then its "Goodbye Musk"
After Tesla’s ER miss. If your takeaways from the Tesla call today are anything other than long time head of Investor Relations, @MartinViecha resigns, then you may want to reflect. $TSLA
Musk unequivocally just put Tesla in an even more precarious position today. The bottom is now even lower for the automaker. Seasoned executives know this and are fleeing en masse. He’s played his last over-promise and under-deliver hand. $TSLA
A known defect of “Autopilot”, @SecretaryPete!!
BBG, former Tesla cheerleader, sentiment shift.
Y's on Cargurus Tesla Price Trends Index now average <$35K. The rate of monthly decline has slowed, now 2.38%. Still, that's steep, given that Cargurus overall index is +1.1% over the past 30 days. Cargurus overstates sales prices; it's based on advertisers prices.
@mmmpcap @ValueExpected Just to add anecdotally, I noticed that multiple people made a point of saying that the *most experienced* techs at their service centers were laid off. That indicates that the cost of these workers trumped everything else.
Not really its lowest price ever. Inventory prices were lower, but still... electrek.co/2024/04/19/tes…
Tesla’s cash holdings were always suspect. It’s clear they are close to out of cash now.
Stating the obvious: Tesla employee options issued over the past 3 years are underwater.
How long until a CT can be rented for $100/day?
@ValueExpected @BradMunchen I buy used vehicles for dealers for a living on various dealer only auction sites, confirmed, they are 💯% falling in price.
h/t esg.hound on Threads Musk is Nero. supportteslavalue.com
Did not lay off expensive search ads on Google.
B Graham Disciple @bgrahamdisciple
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Ed McCabe @eddiemac3356
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Emperors Without Clot.. @ClothesTesla
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Ellen Musk 🇺🇦�.. @nastyteslaslut
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3K Followers 5K Following just retweetin. find the treasure within the trash. just here to provide some opposing and contradictory view points. $ brick by mfin bricks $$$hegie r fuk
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b r e n t @brent1223976104
13 Followers 157 Following im Zweifel Satire. Bookmark,RT und like nicht automatisch Zustimmung.
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112 Followers 342 Following I tweet about politics, investing and other random stuff. I take back all of those totally untrue mean things I said about our new overlord and savior Elon.
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333 Followers 2K Following That information is not relevant at this time.
Henrietta Rearden �.. @align_and
171 Followers 470 Following Still pursuing the integrity of capital markets...after @Integrity4mkts was cancelled by Elron Musk...for publishing research saying $TSLA is a crime scene🤦♂
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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.
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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
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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.
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I, Capulet @icapulet
831 Followers 822 Following ransom notes keep falling out your mouth. inarticulate, stuttering, corpulent. a bad human being. https://t.co/1FrSSttWUT https://t.co/XAUamWuquF
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LaTriLife @Latrilife
2K Followers 179 Following I Started this to share TslaQ sales, inventory & data. I wear short shorts. Short Burn of the Century survivor! Elon lied about the M3 reservations & much more
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phoenix10 (smartish) @phoennix10
3K Followers 503 Following Ex Auto, Ex Hitech, & Ex Owner of a 2017 Tesla Model Stesladeaths.com has been updated with the latest fatalities. 29 deaths so far in 2024. 44 verified Autopilot deaths. 523 recorded deaths in total. $TSLAQ @ElonBachman @NHTSAgov @Tesla
Toyota’s hybrids now account for over a third of sales for the company and growing. For the 2025 model year, its very popular and proven Camry will only be available with a hybrid powertrain. The starting price is below $29,000 without any incentives with 50mpg fuel efficiency.
@birdhustle 😏🙌🥂.... I was a primary subcontractor on the Sparks Giga, btw it looks nothing like that 😂
@ValueExpected No, just $2,000 less than the current Model 3
April 26, 2024 Despite Tesla's terrible Q1 2024 sales volume numbers, disastrous Q1 financial results, and it's deceitful superficial conference call, $TSLA only dropped about $7 from its close on April 1st. Must be an extended April fools joke.
Only 15 out of 94 M3 listed in inventory are local. The other 75 are "in transit", most likely on a boat, and most likely listed in multiple southern-European countries. So 5 units M3, or one third of local inventory in $TSLA Greece, are deep-discounted! $TSLAQ 3/3
@CoverDrive12 Thank you for this explanation. At least 3 ships sailed to Europe during March 2024. It is easy to "manage" inventory in China this way! But judging by the amount of "in transit" inventory listings in $TSLA Europe, it will be less easy to manage Q2 inventory in Europe.
@RHODIUMRAP Articles like this are missing the most important point: D Bag exercised call options expiring in 2030. Similar strike calls expiring in Dec 2026 are worth $76 a share. He is pissing away 9 figures of option premium, which is only rational if he knows all calls are worthless.
@BrianGitt They think that having the grid run for just over 1/3 of a day on renewables at a time when hydro is at its peak, solar is close to its peak and demand is at a minimum, somehow proves that renewables are viable.
In the $TSLA Earnings Call, I was surprised that nobody asked Elon about the earnings trajectory. It looks parabolic to me.
1/ Two years ago today, on 4/25/22, Twitter’s Board accepted Elon Musk’s offer to acquire the company at $54.20/share. As an ex-director for civic integrity at Twitter, I’ve watched what Musk has done since then. And today is my last post on this platform. I’m leaving. 🧵>>>
@TroyTeslike Boring company is paid to provide drivers for the Vegas loop, it makes money from the service, and it has no incentive to eliminate the drivers.
I finally made the move to Threads, it is now available for desktops. My handle is jaberwock22 I have found many of my old Twitter contacts already, if you have a threads account follow me there. I will keep annoying people here for a few weeks, then its "Goodbye Musk"
BYD has more people in R&D than the rest of the auto industry outside of China, COMBINED. And we are starting to see what they’ve been up to.
Dustin Moskovitz a few hours ago on Threads, re $TSLA...
🚨 Chart Update - $TSLA Regional Data These charts were created from regional data published in the 10-Q. I updated the charts to include "Services and Other" in Automotive Revenue. Big difference in revenue/car in China vs. rest of the world.
I should have mentioned that Uber's only profit came from unrealized gains on investment in other companies, the ride-hailing business has never made a profit.
Tesla VIEs lost a billion in equity during the quarter, ending with negative equity of $700m. Equity is down from almost $3 billion positive equity a year ago. Seems concerning. Fastow?
Elon Musk’s ability to just straight up lie to investors, over and over again, with literally zero repercussions, is such an incredible super power. $TSLA
$TSLAQ It is too early in the morning to find a 10Q with a new line item in PPE: AI infrastructure. $2.2B. They updated Q1 2023 to itemize $1.4B in AI. There ain't no new models (you are welcome for the grammar) when they go into PPE to prove they are an AI company. Pg 16.
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