Political Reality @PolitiReality
Investor and trader. Have owned 20+ EVs. Focused on value both long/short. Love all people!! NEVER INVESTMENT ADVICE - ALWAYS OPINIONS ONLY 🇺🇸🇮🇱🇺🇦 Joined September 2019-
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I’m not at all surprised. I believe the one piece casting process leads to sky high crash repair rates and soaring insurance. And they probably can’t do it reliably or cost effectively either
I’m not at all surprised. I believe the one piece casting process leads to sky high crash repair rates and soaring insurance. And they probably can’t do it reliably or cost effectively either
Wheels falling off the train? Typically in layoffs the entire senior team doesn’t bolt…something’s seriously amiss it would appear. $TSLA
Wheels falling off the train? Typically in layoffs the entire senior team doesn’t bolt…something’s seriously amiss it would appear. $TSLA
FSD or Fantasy of Self Driving is just that. Even if we assume Robotaxi by anybody becomes a thing at scale here are all the headwinds for $TSLA 1. User adoption 2. Multiple, possibly far better competitors. 3. Small TAM for many many years 4. Accidents could dampen for years
$TSLA PE 64.5x as of yesterday’s close. Based on current estimates, PE will climb to ~75x after the Q2 post. Average auto industry multiple is ~ 9x which would put $TSLA at ~$22. Which of course not my PT which is quite a bit higher at $47.
First they told you the reasons for $TSLA valuation 1/ Vols growing at 50% 2 GM climbing @ 30…now ~16x 3/ Mexico Giga 4/ Semi 5/ Robot 6/ FSD over & over $ over and the list goes on 7/ No competition 8/ Huge EPS growth 9/ SC Network huge profit center Not a one happened…
$TSLA in the $170s and dropping. $160s today or tomorrow? Maybe punch through lows next week…
@garyblack00 @piloly Gary, neither solid nor sufficient. $TSLA had to offer zero down and zero interest rate to get this number. This deal likely wipes out nearly 100% of gross margin if not more. Really bad situation IMHO.
Agree 💯
I know the competition is coming 😂 Except they have arrived and are crushing $TSLA growth in China. This isn’t a short term issue, it’s likely a permanent problem for Tesla growth. Zeekr delivers record 16,089 cars in Apr - CnEVPost. $TSLA cnevpost.com/2024/05/01/zee…
I suspect we will blow through the $138 low like a hot knife through butter next few weeks. $TSLA.
If you want to know what a real powerhouse of a company looks like - see $AMZN. Forward PE is ~35 vs 71 for $TSLA and the 71 is assuming earnings actually grow from here - to which I say no effing way. Based on my est., the forward is 170x. $TSLA
Now $AMZN is going after $TSLA in Robotaxi. Can you say race to the bottom with no payback? They all spend billions and 💥 nothing.
I’d be downright frightened right now if I were a fanboy or fangirl! $TSLA is going to be relegated to low single digits in China & imagine how f*d they’ll be when Trump cuts the IRA Lest we not forget the battery restrictions get even more difficult in 2025
With $TSLA RSI at 65, we are set up for a really nice down leg from here.
Given the current cash burn we saw in Q1, if this continues, when do you think $TSLA will come close to using all its cash?
The fundamentals are so bad in $TSLA right now that we could easily hit my PT by late summer. Y’all going to miss me dissing on your lover once I cover!! Still all in on $LRDC !!
Might we just see the $170s by the close??? $TSLA
Remember the nonsensical pumps about the "billions in profits" $TSLA would make by letting other cars use its Superchargers? If last night Musk fired almost the entire Supercharger group in order to cut costs, what does that tell you about the profitability of Superchargers?
Breaking: Laredo Oil Announces Permit Issuance for Midfork Well - PR Newswire $LRDC Long this puppy with a PT of $5 stocks.apple.com/AVBFRSX7BSDua_…
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
fly4dat @fly4dat
11K Followers 247 Following Will cover $TSLAQ short @ $0 fly4dat on Threads, Bluesky and Mastodon
Gordon Johnson @GordonJohnson19
49K Followers 602 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
Rick Bomstein @BomsteinRick
11K Followers 1K Following Took the red pill. BTW this is purely a Matrix reference. Get your mind out of the gutter. Rick Bomstein does not exist.
Felonious Musk @FeloniousMusk
2K Followers 186 Following An honest musk. Handjob absolutist. Parodies nuts. $TSLAQ
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Emperors Without Clot.. @ClothesTesla
2K Followers 1K Following Corporate Lawyer | Auto / Cycling Enthusiast | Not a financial advisor | Not investment advice | Do your own research![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.
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!
Tesla is a fraud @TeslaFraud
4K Followers 784 Following $TSLAQ - Tesla is a worthless accounting fraud pumped up by fake narratives, lies, and phony numbers. It will go the way of $ENE $WCOM $WDI and Madoff.
Rob Schmied @rschmied
4K Followers 1K Following Investor, Trader, Former Investment Banker and CFO. Skeptical about most things. Threads: https://t.co/rbkIiJHPoP
Claus Møller 🇺�.. @ClausMller17
2K Followers 1K Following Trying to be rational in an irrational world. Also I have a rule of blocking morons.
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
🐶 Earl of FrunkPup.. @28delayslater
121K Followers 5K Following #FrunkPuppyFriday 🫎 #Floki #TokenFi $Doge #RivianR2 #ProtectTransKids 🏳️⚧️
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
Sari Not Sari Dr. Elo.. @xenomorpher1
1K Followers 2K Following $TSLAQ. Quite Smart. Very Mean. Musk is everything BUT Sari. Exec VP of FUD. Hater of the Planet. Thks to Trish @theshockmarket for the beautiful profile pic!
Marchelle Shulenberge.. @MarchelleS98619
23 Followers 5K Following
NickMcPick @NickMcPickem
30 Followers 51 Following
Michael @WildMoments1
2K Followers 1K Following Photographer & Author | The Ohio State University | MA - Mass Communications ASU
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33 Followers 5K Following
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271 Followers 633 Following
one kc chiefs fan @canamx3driver
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Lkp411 @anonlkp
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26 Followers 33 Following
Hyper Loopz ⭕ @hyper_loopz
125 Followers 524 Following Wartime CEO 😵💫 AI Enigma 👽 Formerly @InfluencerJuice (suspended @ 2.5k) | Innovator | Cultural Influencer | Master of the Social Media | Next Level Thinker
Michael @letsgomike888
25 Followers 80 Following I'm a retired CFO with an engineering background. My passions revolve around economics, investment, science & technology, history, and travel.
yingyangyao @yingyangyao1
3 Followers 8 Following
Eri1991✝️ @gr_1941
31 Followers 71 Following
Qi Chen @QiChen84009626
53 Followers 173 Following
Silas Lee @Silas9363
185 Followers 575 Following
Tarun Kateja @tarunkateja
196 Followers 1K Following Data Scientist & AI Enthusiast | Business, Market & Economy Passion | Stock Trading 📈 | Tesla Owner 🚗 | Exploring the dynamics of successful products.
Gab Lock @lock_gab
0 Followers 107 Following
Atul Jain @atuljain55
172 Followers 3K Following Passionate Investor and would like to learn from everyone..
Richard Nguyen @RnguyenRichard
64 Followers 220 Following
Michael G Holland @DellmyPickle
169 Followers 749 Following
Andrew Ma @Andrewiphone3
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zachee karimi @KarimiZach99012
5 Followers 39 Following
Shaftster303 (HABU/sl.. @Shaftster7
132 Followers 361 Following Battle Rapper. I identify as an SR-71. My pronouns are HABU/Sled. The word democracy does not appear once in the constitution.
Paul Brandeis @pbrandeis
153 Followers 1K Following
One Bubble to Rule Th.. @shortl2021
17K Followers 1K Following CFA, veteran former hedge fund manager, analyst, economist. Back to trade "everything" bubble. Sister site @NRWLondon: EconTwit/FinTwit/HistTwit walking London.
James Rothnie @Germsnot1966
626 Followers 4K Following
Leora Joseph @leoradenver
257 Followers 618 Following Join me as I work to make Denver safer for all. Together we can embrace a vision that unites public safety and human dignity.
Sharp Shotta @sharp_shotta
182 Followers 730 Following active investor | geopolitical analyst | hodler | le bujwa
Put Zeller @damon_zi
133 Followers 165 Following
Rhett Robinson @rrhett
311 Followers 1K Following Math, politics, maybe other stuff. Still masking. @[email protected]
Christopher @Christo38886665
159 Followers 629 Following Some day I'm gonna get off Twitter. Maybe tomorrow...
Tim Dowd @Timbala
69 Followers 466 Following
John Österlund @johnosterlund
228 Followers 636 Following IT consultant. Interested in finance, entrepreneurship, sustainable development and minimalism. Long term $TSLA investor.
Rosie Daniel's @doyan46
10 Followers 59 Following Invest in Yourself. Talent is God given. Be humble. Learner, Explorer $TSLA and $AAPL.
Tom Hearden @folowtheeh
17 Followers 121 Following Hedge Fund trader and manager. Former sell side and NYSE. Views are my own and not my employer's or investment advice. 10 billion shares traded. #FINTWIT 50
JennyJenny @Jenny072NYC
44 Followers 270 Following
a @a73087
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sean miller @seanpmiller72
72 Followers 183 Following
R22748 @R22749
203 Followers 596 Following
atticusbeale @atticusbeale
98 Followers 835 Following
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
fly4dat @fly4dat
11K Followers 247 Following Will cover $TSLAQ short @ $0 fly4dat on Threads, Bluesky and Mastodon
Stanphyl Capital @StanphylCap
34K Followers 54 Following Value investor with some opinions. Registered Independent. Beware of copycat scammers using my profile! My name is Mark B. Spiegel. https://t.co/iVzhUmkFI8
Troy Teslike @TroyTeslike
145K Followers 27 Following Tesla Delivery Estimates: Data-driven & free. Early access on Patreon. My average error rate is 1.2% for Tesla's production and 2.7% for deliveries.
Gordon Johnson @GordonJohnson19
49K Followers 602 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
Montana Skeptic @Mont.. @montana_skeptic
24K Followers 853 Following Annoying Elon since 2016. https://t.co/pu3GyHmdmF…
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.
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.
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Facts Chaser 🌎 �.. @Factschaser
9K Followers 125 Following Majordomo. Professional explainer. Humanitarian. Made stuff at Apple, Google, Twitter.🚨 **Turn on notifications so my “controversial” posts are not silenced**
Emperors Without Clot.. @ClothesTesla
2K Followers 1K Following Corporate Lawyer | Auto / Cycling Enthusiast | Not a financial advisor | Not investment advice | Do your own research
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!
James Stephenson @ICannot_Enough
203K Followers 720 Following @ElonMusk and I own Tesla (along with several other people).
Dan O'Dowd @RealDanODowd
32K Followers 2K Following Green Hills Software CEO and Founder of The Dawn Project. I am running a campaign to make computers safe for humanity and ban Tesla Full Self-Driving.
Tesla is a fraud @TeslaFraud
4K Followers 784 Following $TSLAQ - Tesla is a worthless accounting fraud pumped up by fake narratives, lies, and phony numbers. It will go the way of $ENE $WCOM $WDI and Madoff.
The Naked Caller @CallerNaked
2K Followers 520 Following Big $TSLAQ fan! Former owner of S85D. Survivor of the $TSLA burning of the shorts. #TeslaFraudIsBiggerThanWirecardFraud
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
🐶 Earl of FrunkPup.. @28delayslater
121K Followers 5K Following #FrunkPuppyFriday 🫎 #Floki #TokenFi $Doge #RivianR2 #ProtectTransKids 🏳️⚧️
Alphanso @Alphanso_AI
4K Followers 15 Following AI-powered stock research and portfolio recommendations. SEC-registered. Get the app: https://t.co/0mq299QVr5 Limited offer: Save 20% with code TWALPHA ⚡️
Moytoy @AlessaCaye
3K Followers 5K Following 🟦,🔯,♍️,🇺🇲,🇮🇱,🐈⬛,⛈️,🌹 ProAmerica,ProIsrael,Jewish, former media spox, NativeAmerican heritage, NFL,NASCAR. RightLeaning IND.
sierra catalina @sierracatalina1
5K Followers 3K Following training @grok @xAI. decentralization enthusiast. advocate for: accessible connectivity, self-sovereignty and ethical AI. RF obsessed.
🚨 Katherine Brodsk.. @mysteriouskat
99K Followers 434 Following 🇨🇦 Writer (Newsweek, Variety, Wired...) powered by free thought™, mischief, humor & reason. Advocate for curiosity. My writing: https://t.co/VH4tkEmoyR
𝘾𝙚𝙧𝙧𝙖 @Cerra__
150K Followers 3K Following I only love dogs. I often express my opinions in Spaces. ♥️Copper Bear Forever ♥️ Co-Hostess with the Mostest!
Alex Finn @AlexFinnX
198K Followers 7K Following Building an X empire. Live content every day at 4pm EST (turn on notifications) | My dope company: @1PercentBetterX
🚨Fud News @FudBos
2K Followers 642 Following Longtime $TSLA Bull since 2017. $TSLA will overtake Apple. 🍎 Newton’s 3rd law is true. I unfollow those those don’t follow back.
Christian Valente @cvalente28
9K Followers 533 Following Investor and lover of Stoicism. I study Macroeconomics and Markets. I trade and am fascinated by human behavior. I also am a humorist. Lover of freedom. 🇺🇸
Shay Boloor @StockSavvyShay
48K Followers 294 Following Host of @WOLF_Podcasts | Follow my journey of building a $100K portfolio into $1 Million | Not investment advice
Evan @StockMKTNewz
422K Followers 380 Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | Check out my Linktree ⬇️
Miss Jillybean @MissJilianne
12K Followers 2K Following Tesla Model S Plaid owner, Full Self-Driving tester sharing honest raw unedited videos and LIVE DRIVES with FSD.
Steven Spencer @sspencer_smb
38K Followers 3K Following prop trader in nyc. focus is intra-day&swing. long term $TSLA shareholder.
rare mfers @raremfers
2K Followers 1K Following Curated art project highlighting artists in Web 3 | Mfers 🌎-‘ |$mfer |Currently run by @Fadedalpha_ & @Parachicaa | OS: https://t.co/wJQ6nKYnf3
Brian Krassenstein @krassenstein
828K Followers 493K Following AI & Technology, Political commentary, https://t.co/QLFtPL7p3g cofounder @KrassenCast - Follow My Brother: @EdKrassen.
Mark Anthony @Muskstaycalm
6K Followers 908 Following 🎙️TESLA & FRIENDS HOST / TESLA TEAM MEMBER / MODEL Y OWNER / FUTURIST / AI & law of accelerating returns will bring pain free future for all. 🇨🇦
Yvonne Sayers @theyvonnesayers
10K Followers 2K Following Producer • Actress • Entrepreneur • Artist • Professional Coach 🔥 Business & Finance with a dash of Entertainment & Acting 😉🎭 + AI 🧡 No politics 🙅🏼♀️
World of Women @worldofwomennft
201K Followers 2K Following A membership club at the forefront of art, tech, and culture 💜 https://t.co/Lh4qweSzht
Jonathan Turley @JonathanTurley
663K Followers 418 Following Academic, legal analyst, author of "The Indispensable Right: Free Speech in an Age of Rage" (Simon & Schuster 2024). Blog: Res Ipsa https://t.co/cgZn5cirt1
Kelly 🌟 @SelfMadeMastery
21K Followers 1K Following Entrepreneurship, investing, growth mindset, sarcasm.
Kathy Hochul @KathyHochul
94K Followers 520 Following 57th Governor of New York. Fighting for a safer and more affordable state for all. Government updates: @GovKathyHochul. #GoBills
KirkOut @BoldlyGo__
1K Followers 928 Following The greatest discoveries await us in the space between perspectives. Let’s find our way together. 🖖
cypherdeez @shitanalyst_eth
5K Followers 2K Following 𓅔 𝚊𝚛𝚝𝚒𝚜𝚊𝚗 𝚜𝚑𝚒𝚝𝚙𝚘𝚜𝚝𝚎𝚛 || 𝙼𝙸𝚃 𝚛𝚎𝚓𝚎𝚌𝚝 || 𝚠𝚎𝚋9 𝚐𝚊𝚖𝚋𝚕𝚒𝚗𝚐 𝚛𝚎𝚑𝚊𝚋𝚒𝚕𝚒𝚝𝚊𝚝𝚒𝚘𝚗 𝚕𝚎𝚊𝚍𝚎𝚛 ⡷⠂𝟺𝟸𝟶𝟸𝟶𝟸𝟺⠐⢾
Andrew Jacob Sandman .. @AndrewRulnick
5K Followers 2K Following e/acc. x/acc. Former VP, Product & Partnership at Horizon Media. GoDaddy, TTEC, Google. Quantum Encryption Theory. Father of 3. Founder @DESIGNA_AI
wiggle @w1991e
5K Followers 373 Following Charts • Stats • Market • Tesla • Elon • SpaceX • X • Xai • Memes • Music • Science • Ceaseless Creativity • "We are basically evolved hydrogen..." - Elon Musk
Scott Walter, PhD @GoingBallistic5
13K Followers 465 Following Mechanical and Aerospace Engineer | Robot Offline Programming Pioneer | Factory Simulation Expert | Purveyor of Pungent Snark | Cancer Survivor
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71K Followers 876 Following Life is too short to worry about stupid things. Have fun. Fall in love. Regret nothing, and don't let people bring you down. Study, think, create, and grow.
Fractious @fractious4ever
753 Followers 295 Following “WITHOUT FSD - TEZLA IS WORTHLESS” ER MUSK PARTIME CEO $TSLA FULL TIME JUNKIE
Jennifer Campbell @jml_campbell
2K Followers 2K Following Partner at Founders Fund, Previously @tagomisystems, @usv
fewture @fewture
4K Followers 3K Following Many of us ride crypto winter and summer, but the ultimate thing for us would be to have an endless summer. 🏄♀️
Neil Bolton @NeilBoltonRSPL
2K Followers 959 Following Aussie, retired. Tesla bull. Fastest ever Big Lap of Australia without using an external inverter. I do like a drive😎
Greg Hart @GregHart_UAL
2K Followers 188 Following EVP & Chief Operations Officer at United Airlines | Thoughts are my own | For Customer Service, Tweet @United
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大趙 @zhongwen2005
7K Followers 505 Following Tesla owners, Tesla fans, loyal Tesla followers....... TESLA 2025 TESLA 2030 TESLA FOREVER
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Captain Zwingli 🍌�.. @ChrisJourdan
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308K Followers 420 Following Combining Social Media and Investment Research to Build your Wealth | Goldman Sachs Analyst → CEO | 5000+ Hours of Spaces Hosted
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384K Followers 519 Following TECH FOCUSED INVESTOR & EVENT DRIVEN TRADER ( THIS IS MY ONLY ACCOUNT I WILL NEVER REACH OUT FROM ANY OTHER ACCOUNT )
@PolitiReality entire exec team is gone. this is very, very, bad for Tesla
@PolitiReality they say it isn’t a car company yet they sell cars. 🤔
Blocking is for the weak. 💪 I welcome debate.
@PolitiReality The stock pump is his gift to shareholders to vote for his bonus/move to Texas. Classic Bill Hwang style pump and run
@Tylerp270 @PolitiReality I look forward to revisiting this post after $TSLA resumes its slow motion crash. The Bears have been nothing but right for a while now.
@PolitiReality During the '90s Dot-Com collapse I had @SECGov explain to our group of pump and dump impacted investors that they didn't investigate smaller scams because of resource issues. Seems they don't investigate the largest scams like $TSLA either.
@scidood @PolitiReality This surge is going to die out pretty soon. 190 new NEVs were launched at the Beijing Auto Show. Price cuts + 0 down / 0 interest loans provide a temporary uptick. But margins are being decimated as is the brand equity.
So if $TSLA is forced to license the same Baidu system that many competitors use in China, where exactly is the competitive advantage? Oh, that's right-- there is none. We now return you to your regularly scheduled programming of declining Tesla sales & continual price-cutting.
Breaking; JL Warren Capital CEO and Head of Research Junheng Li said on X that the rollout of a “supervised” version of FSD in China is “extremely unlikely.” She pointed to challenges for Tesla to support local operation of the software as a foreign entity in China. Li said…
@PolitiReality Where is Tesla level 3 autonomous driving in China, Mercedes, BMW, BYD are there electrek.co/2023/12/27/byd…
@PolitiReality Elon has very different preferences for free speech, they vary greatly and are based on the current position of his private jet:
@PolitiReality Haha! Licensing since 2020! Robotaxis since 2019! Battery swaps in 2013! I mean, up 12% means the circus is working! We underestimated the cult!
@PolitiReality @petepanic3 Well, Drew may know a lot about $TSLA, but fact is, Tesla is 10 up on premarket. Likely, it will not hold it till the regular session entirely, but 3% for sure.
The Baked Ziti was a SUCCESS!!! Made it to Church on time and had a wonderful message today! Our potluck was fantastic and just having a wonderful Sunday so far!
@alex_avoigt She’s wrong … she’s been wrong before and she’s been wrong a lot… this woman sold NVDA in January.
@alex_avoigt One important thing / You get likes n rallies only… End of Earnings Call? You missed it very likely … 10s of Mil of cars by End of Decade … NO CHANCE … It was clear what is happening is just a PUMP / to DUMP
News team for hire. Serious inquiries only.
Feels like a crossover episode of two TV shows Thanks for emceeing the @DenverPressClub Damon Runyon Award @KyleClark!
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