Rob Schmied @rschmied
Investor, Trader, Former Investment Banker and CFO. Skeptical about most things. Threads: https://t.co/rbkIiJHPoP Maui Joined July 2008-
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good thread on the recent NHTSA report (that Al Root has confirmed should not impact the stock)
good thread on the recent NHTSA report (that Al Root has confirmed should not impact the stock)
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?
Board meets on 2/4. Kathleen Wilson-Thompson files to sell 36% of her shares the NEXT DAY (claiming no MNPI). Five days later she is appointed as the special committee (of one) for a $50b vote. Extensive proxy makes no mention of her pending sales when discussing her independence
The Special Committee of One gearing up to dump shares….
Viecha was the glue holding all of the Reg FD violations together.
Baglino and Patel immediately warmed up to the concept of quitting after seeing Zach’s number in the draft proxy…….
Outstanding Equity Awards for the CFO of $TSLA is not correct on page 142 of the proxy. It is only off by about ~$120 million of value. If anyone wants to alert Viecha, feel free, he has me blocked.
🚨🚨🚨 March 2023?? I don't remember this from last year's proxy. Perhaps he didn't inform the board when he started the competing company? "Chief Executive Officer of Xai Corp, an artificial intelligence company, since March 2023"
revised.... "Special Committee comprised of one board member seeks approval for $55 billion pay package for part-time CEO of worst performing company in the S&P 500 who also laid off 15,000 people 48 hours ago and previously threatened to steal AI corporate opportunities".
revised.... "Special Committee comprised of one board member seeks approval for $55 billion pay package for part-time CEO of worst performing company in the S&P 500 who also laid off 15,000 people 48 hours ago and previously threatened to steal AI corporate opportunities".
I think I have this correct.... "Special Committee comprised of one board member seeks approval for $55 billion pay package for CEO of worst performing company in the S&P 500 who also laid off 15,000 people 48 hours ago".
I didnt think this headline would really happen, but alas it has. $56 billion is enough to give $4 million to each of the 14,000 laid off employees. Each.
I didnt think this headline would really happen, but alas it has. $56 billion is enough to give $4 million to each of the 14,000 laid off employees. Each.
hard to appreciate how deceptive this disclosure really is.....was it more than any other number? approximating the percentage would standard practice "On April 15, 2024, Tesla announced a company-wide restructuring that reduces our headcount by more than 10% globally"
So long ago.....grounds for termination, imo. Unlocking Tesla’s AI Mojo… Enter the Dojo: Upgrade to OW, PT $400, Top Pick September 10, 2023 11:28 PM GMT
New NHTSA report confirms this Model X was on autopilot and struck and killed a pedestrian. "Tesla may have been on auto-pilot at time of Dr. Donovan crash" hometownsource.com/union_times/co…
Base case is Baglino left due to disagreement about layoffs. Perhaps even a deeper senior level mutiny? CEO's first move is to remove their X badges. Even odds the board woke up this morning and learned about this in the news. Such a cluster of governance.
Looking forward to this headline… “CEO fights to keep $56 billion pay package while laying off 14,000 workers”
This is a big deal…..The Hidden Costs of Homeownership Are Skyrocketing - The Wall Street Journal apple.news/APwA5At_bTfu2Y…
TL;DR Robotaxis are 2030 or later and the core auto manufacturing business is terrible, but Overweight and $310 PT.
TL;DR Robotaxis are 2030 or later and the core auto manufacturing business is terrible, but Overweight and $310 PT.
Stanphyl Capital @StanphylCap
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Motorhead @BradMunchen
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Yolo𝕏ing of $TSLAQ.. @yoloption
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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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48K Followers 597 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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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.
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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@rschmied Gary thinks it should be a catalyst
Tesla is only receiving data from 18% of Autopilot crashes - it's hardly surprising that they claim it's "safer than a human driver"
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
Forget the Tesla Safety Report numbers they use to mislead the public: “Tesla is not aware of every crash […] because of gaps in telematic reporting,” NHTSA said after reviewing 956 crashes, Tesla is only collecting data on around 18% of crashes that are reported to the police!
@TSLAFanMtl @scidood @fly4dat @DavidZipper @NHTSAgov So if Tesla counts a crash only when an airbag deploys, as opposed to NHTSA's Crash Investigation Sampling System, which needs at least one passenger vehicle (i.e., passenger car, light truck, van 10,000 lbs or less) to be towed from the scene, this wasn't a countable accident ⬇️
This could be a (much) bigger risk than Lehman, and the @federalreserve can’t bail the world out of this one (your avg. smart investor doesn’t understand this, however). If carry trade investors are forced to unwind their long-duration assets, LOOK OUT BELOW.
YEN WEAKENS PAST 157 PER DOLLAR AS SLIDE ACCELERATES
Tesla is a criminal organization. Always has been.
$TSLA ❖ NHTSA OPENS PROBE ON TESLA'S AUTOPILOT UPDATES NHTSA opened a probe into Tesla's Autopilot system to assess if the software updates to address driver safety concerns were "adequate," a filing made public on Friday showed. The NHTSA expressed doubts about the…
Quantifying the environmental impact from EVs is a tricky subject that has a lot of nuance and requires a cradle-to-grave approach vs alternatives, but I tend to not pay much attention to copypasta from QAnon Grannies on the topic and neither should you
Ok kiddos...It's time for Environmental Class!! YAY !!!! This is a Tesla model Y battery. It takes up all of the space under the passenger compartment of the car. To manufacture it you need: --12 tons of rock for Lithium (can also be extracted from sea water) -- 5 tons of…
@rschmied Does war mode Elon remember what peace time Elon claimed?
xAI is not raising capital and I have had no conversations with anyone in this regard
‘Incest is a crime in all states, even if consensual by both parties.’ But not at the highest level of our Federal Government.
Greg Becker, the CEO of Silicon Valley Bank, was a director of the Federal Reserve Bank of San Francisco from 2019 until today reuters.com/markets/us/ceo… via @michaelsderby
$LUMN got smart Dividend fully eliminated, new buyback program launched, keeping leverage at mid-3x
If $LUMM doesn’t eliminate their dividend in favor of ongoing buybacks and accelerated debt reduction they deserve to trade much lower. And if they only cut halfway it’ll be a massive missed opportunity to finally get their capital allocation right. Time to get smart
We downgrade $GOTU from Buy to Neutral 12-month target price of US$20 (vs. US$60 prior) GSX Techedu Inc. (GOTU): Slower enrollment and revenue growth ahead; downgrade to Neutral Goldman Sachs Was a helluva an upgrade a month ago by Christine Cho lol
Legend Sam Zell ain’t got time to pay for Zoom!
Henry Blodget, Frank Quattrone, and Mary Meeker
Elon Musk, Cathie Wood and Chamath Palihapitiya are captains of the stock market now, says @chrismbryant. They're the new anti-establishment establishment trib.al/OtEyxWc
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