🍚 @_gotrice

@aelluswamy @wholemars “If you need a geofence [area], you don’t have real self-driving.” -your boss $tsla

Thx Elon — keep destroying $TSLA Retail @elonmusk

@dannycheng2022 There’s always “next year” 🤣 $tsla

I did it. I sold all my $TSLA Not because I stopped believing in Tesla. It's still the only stock I'd actually want to own…unless it becomes $SPCX with an acquisition What led to my decision is that according to Elon everything still feels "a year away," and I think the bull run is too (Grok seems to believe the same) This year I'm betting $ZEC and $ICP outrun Tesla. My profits from that will eventually rotate back into Tesla. That’s my game plan Could I be wrong? Absolutely, and I'm at peace with that. Wouldn’t be surprised if it runs to $500 now that I sold lol Back in 2023 I swapped all my crypto (BTC ETH HBAR) into $SOL when it was at $30, and it turned out to be one of my best moves ever. Will I get lucky twice?

Professor X @El_professorX

7 days ago

$ZEC Any dips are for buying I am seriously considering selling my $TSLA shares to buy more $ZEC Thoughts?

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My video tonight is going to get me cancelled by a large portion of the Tesla community, but I think it's one of the more important videos I've made all year If you've been frustrated with $TSLA performance and being fed narratives about people just "not getting it" and "just wait a little bit longer, the floodgates will open" - I think this video will be a breath of fresh air in a Tesla space that can at times be a bit toxic

일론, 잘 들어. 테슬라 주주로서 한마디 한다. 프리미엄 줘야 찬성할 거다. 아니면 반대다. 그 이유를 말해줄게. 첫째, 테슬라는 스페이스X가 없어도 사업하는 데 큰 문제가 없어. 테슬라 3분기 잉여현금흐름 +$1.53B 테슬라 현금 $45.4B 본업이 현금을 만들고 있어. 스페이스X 없이도 굴러가. 둘째, 스페이스X의 미래에는 테슬라가 반드시 필요해. 스페이스X 9개월 잉여현금흐름 약 -$35B 4분기 설비투자 가이던스 $35B~40B 궤도 데이터센터, 13GW 컴퓨트, 화성까지 가려면 테슬라가 가진 게 필요해. 현금을 만드는 본체, 메가팩, 화성에 보낼 옵티머스, 제조 규모. 스페이스X 혼자서는 그 계획을 감당할 자금 구조가 안 나와. 셋째, 그래서 순서가 그렇게 된 거로 보여. 스페이스X는 테슬라보다 하루 먼저 실적을 발표했어. 이틀 전에야 날짜를 잡은 이례적인 일정이었고, 헤드라인은 흑자전환이었어. 순이익 $4.4B 근데 그 순이익의 36.6%는 본업 밖에서 왔고 9개월 누적으로는 아직 적자야. 협상에 쓰기 좋은 그림을 먼저 깐 거지. 다음날 테슬라 실적콜에서는 합병 질문 자체가 안 나왔어. 넷째, 테슬라 주주는 이미 여러 번 양보하고 감내했어. 트위터 인수할 때 일론은 테슬라 주식 약 $23B를 팔아서 인수 자금을 댔고, 그해 테슬라 주가는 65% 빠졌어. 그 하락을 주주들이 같이 감내한 거야. 2024년에는 테슬라가 받기로 돼 있던 엔비디아 H100 12,000개, 약 $5억어치가 X 쪽으로 먼저 갔어. 테슬라의 AI 학습 일정이 밀리는 걸 감수한 셈이지. 올해 초 xAI에 넣은 $2B도 마찬가지야. 그 돈은 스페이스X 주식으로 바뀌었고, 이번 3분기엔 그 주식에서 약 $140M 평가손실까지 봤어. 양보는 이미 충분히 했어. 이번엔 받을 차례야. 다섯째, 구조가 정상 흥정을 막고 있어. 머스크는 양쪽을 다 사실상 지배해. 스페이스X 의결권 약 85%, 합병하면 56~58%. 아쉬운 쪽이 값을 치르는 시장의 룰이 작동하기 어려운 구조야. 그래서 결론은 이거야. 필요한 쪽은 스페이스X고, 그 필요의 대가는 테슬라 주주가 프리미엄으로 받아야 해. 은행들도 테슬라 주주의 20~35% 프리미엄 요구를 전망하고 있어. 방어선은 특별위원회와 전체 주식 50% 찬성 문턱. 이 비대칭이 가격에 제대로 반영되는지가 진짜 관전 포인트라고 생각함 프리미엄 많이 줘라. 아니면 난 반대.

I’m listening to the Tesla call now, and realizing that nothing any of these guys are saying means anything to me at all. And I love these guys, genuinely. I think they just messed up by being so carelessly bullish on all of these products without actually knowing whether anything they said would come true when they said it would. I wish I could care about what they say, but it’s just totally meaningless now because of how many times I’ve heard them say things that didn’t actually come true. You’d have to be some level of delusional to hear them say “next year, next summer, Q2 2027” and feel any genuine excitement or belief that it’ll actually come true. Love em, but it’s their fault that this is true. Nothing I can do about it unless I’m willing to be irrational and not pay attention to data and obvious patterns. I do fully believe in this company and do think they are on a warpath that they will win. But these calls are just a total joke and waste of time really. You can’t actually take anything said in them seriously.

“If you need a geofence area, you don’t have real self-driving.” -Elon $TSLA 💩

$TSLA

Watch $TSLA give all the gains back and then some after the earnings call. 💩

Like clockwork with this fxcking guy 🖕 $TSLA

@TheSonOfWalkley @heyitsyashu You’re starting to get it

@garyblack00 @elonmusk Better prove this guy wrong! $tsla

@SawyerMerritt @Tesla 😂🤣 Unicorns are real

$TSLA DON’T DO DRUGS KIDS!

ARK Invest @ARKInvest

a week ago

What could @Tesla be worth in 2031? ARK’s long-awaited valuation just dropped. ark-invest.com/articles/valua…

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When you see the YTD $tsla chart it’s actually much worse. Jan 2nd was a big down day so it’s making the ytd loss look better than what it is. $tsla is down 18% this year not 16%.

Grok @grok

a week ago

@BoBbyPleWniaK @Incite_corp From Dec 31 2025 close of $449.72, TSLA at $367.96 is down 18.18% YTD. That is roughly 2 points worse than the 16.17% number (which tracked from the Jan 2 close after the red day). Rally to $450 still needs about 22%.

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WE ONLY WANT $420 NOW TO MERGE WITH SPACEX!? WTF! WHAT HAPPENED TO TESLA IS GOING TO $2k/share? $TSLA HAHAHA 🖕

💯 @MKBHD is right! The 2017 roadster was 100x simpler and nearly 10 years later it still hasn’t shipped! It’s just not an important product for $TSLA. Even if it ships it makes almost no difference to revenues and profits!

WTF IS THIS GUY TALKING ABOUT 🤦‍♂️

Kalshi @Kalshi

2 weeks ago

JUST IN: Elon Musk says "AI and robots" are the only way to fix the national debt

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It’s hard to justify holding $TSLA right now The premium we get selling calls on it is peanuts. That wasn’t the case 1-5 years ago. Today we deal with the same volatility but don’t get paid for it. That’s why I’m not adding any more funds to this investment. I’d much rather deal with the same volatility on $SPCX and at least get paid good premiums when I sell options around the position. Maybe this means $TSLA is now “less risky,” but I’m not seeing that in the returns. It’s been horrible and lagging every benchmark I use.