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EdwarDiGi

@EdwardDiGi

Followers
1,096
Following
712
Media
1,262
Statuses
18,800

⚡️☀️🌻 hydrogen pioneer (not so cool anymore 😞), against the idea of 💯% electrification🔋🚫 Cheap energy⛽️ ☢️ is the 🔑 to global prosperity 🌍🌱

Joined January 2010
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@EdwardDiGi
EdwarDiGi
6 months
People should realise that companies in a desperate need of cash usually do three things: - drastically cut production ✅ - fire white collar workers ✅ - try to increase prices wherever possible ✅ $TSLA might be in trouble 🚨
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@EdwardDiGi
EdwarDiGi
2 months
@ylecun Nuclear energy
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@EdwardDiGi
EdwarDiGi
9 months
Is it me or the CFO of $TSLA just said that they reached the limits of cost reductions ? 🚩🚩🚩🚩🚩🚩🚩 @Tesla
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@EdwardDiGi
EdwarDiGi
1 year
$TSLA $TSLQ @Tesla , finally in the 🇺🇸 a major 🗞️📰 like the @nytimes covers the biggest automotive scandal in corp history, reported by @handelsblatt last May. Major crimes claimed include: - GDPR violations - accounting fraud - unreported FSD defections
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@EdwardDiGi
EdwarDiGi
7 months
So @elonmusk is hiring engineers from $TSLA for his AI private venture xAi ⁉️ WTF 😳 and people still think that he is discussing a new compensation plan? Does the BoD know about this? @GerberKawasaki
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@EdwardDiGi
EdwarDiGi
3 months
- Oct 2022: “Optimus launched” - Apr 2023: “ $TSLA is aiming to start production of Optimus in 2023” - Apr 2024: “ Tesla will be able to perform tasks in the 🏭 by 2024, production in 2025” - Jul 2024: “ Tesla will implement Optimus in its 🏭 in 2025, production in 2026” 🤡🤡🤡
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@EdwardDiGi
EdwarDiGi
6 months
I am struggling to find a reason why the stock should recover, I don’t find any.. but I am open to suggestions 😇 $TSLA
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@EdwardDiGi
EdwarDiGi
6 months
🧵 on the reasons why $TSLA might be preparing for a capital raise (and yes, they need cash): - FCF in Q1 must be bad, given the huge pile up of inventories - new 🏭 won’t be an issue, as plans are scrapped, but $NVDA GPUs are expensive - new narrative, car sales don’t matter
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@EdwardDiGi
EdwarDiGi
1 year
From the @tesla Motor-Club 🇬🇧&🇮🇪 forum section, it seems a FSD former customer sued $TSLA for the failure to deliver on its autonomy promises, settling for £8k. What if this is a precedent? Why $TSLA settled? He bought the software in 2019, posted this last Saturday H/t @beyerch
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@EdwardDiGi
EdwarDiGi
1 year
$TSLA $TSLQ 2023 GAAP EPS Estimates are at 2.78, from 2.88 before Q3 ER. 2024 GAAP EPS Est still are at 3.80 (!!!) from 4.06 before ER. For the bulls, can someone explain to me how @tesla EPS can grow 33% in 2024 if: - MY is still being discounted - CT is still a loss center
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@EdwardDiGi
EdwarDiGi
6 months
So let’s recap: - Elon is firing everyone - DoJo is not $TSLA DoJo (surprise surprise) but expensive $NVDA GPUs, Datacenter not ready (‼️) - FSD is the only thing that matters In conclusion, another $TSLA victim is the DoJo narrative 🥲
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@FredericLambert
Fred Lambert
6 months
Full story on @ElectrekCo
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@EdwardDiGi
EdwarDiGi
7 months
@elonmusk @WholeMarsBlog What??? Ahahah Elon please, avoid be fraudulent. The automotive market is going very well in the 🇺🇸. $TSLA had a horrible quarter because the US market refused to buy your cars. BYD has NO presence yet in the 🇺🇸. $HTZ is fire selling used @tesla , because they hate the cars…
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@EdwardDiGi
EdwarDiGi
6 months
The first post after firing 30k people 👀 $TSLA …
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@EdwardDiGi
EdwarDiGi
10 months
$TSLA 🇪🇺 2023 sales in the six daily reporting countries 🇬🇧🇳🇴🇸🇪🇩🇰🇳🇱🇪🇸 : - Q1 39.3k - Q2 39.6k - Q3 35.6k - Q4 35.4k (estimating the missing 3 days of 🇬🇧 sales, 1 day for 🇳🇱 & 🇪🇸) So how are we supposed to believe that 2024 will grow from here without further price cuts⁉️
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@EdwardDiGi
EdwarDiGi
7 months
So nobody is worried that Musk had a conversation with its 8th most important shareholder and never mentioned the most controversial announcement of the year related to $TSLA ? Not even a word on robotaxi ? 👀
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@EdwardDiGi
EdwarDiGi
9 months
🚨 ‼️ Dear @elonmusk fanboys, if this is true, this is basically treason. There is not any fairy 🧚 dust to spin it.. and the 💊 addiction, and bad financial metrics of $TSLA @tesla should do the rest
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@EdwardDiGi
EdwarDiGi
3 years
@zerohedge The Iran deal renewal looks closer than ever
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@EdwardDiGi
EdwarDiGi
1 year
THIS IS I N S A N E🤯😱 @SECGov staff have never spoken with the people who filed the complaint, those people say, & have never taken them up on their offer to review about 18k files they say they have for review, including internal $TSLA 📧 , spreadsheets, screenshots, recording
@CNBC
CNBC
1 year
Tesla whistleblowers filed a complaint to the SEC in 2021, but the agency never interviewed them. Here's what the complaint said
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@EdwardDiGi
EdwarDiGi
10 months
$TSLA list of negative catalyst Q1-24 edition: - 🇧🇪🇫🇷 At-cost sales - 🇺🇸 inventory price ✂️ - salary increase in the 🇺🇸 - $HTZ dumping 20k @tesla 🚗 - Giga🇩🇪 closed for low demand - DoJo/ai employees leave 🛶 - Panasonic sees no 🇺🇸 growth - @wsj @elonmusk is a drug addicted”
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@EdwardDiGi
EdwarDiGi
6 months
$TSLA 10-Q SEC filing is out in record time. Since I remember, it was always posted 48-72h after ER. This time it is the day after. Either Elon will sell (unlikely) or the company is preparing for a massive capital raise, as stated below. Expect the news tonight AH or tomorrow..
@EdwardDiGi
EdwarDiGi
6 months
🧵 on the reasons why $TSLA might be preparing for a capital raise (and yes, they need cash): - FCF in Q1 must be bad, given the huge pile up of inventories - new 🏭 won’t be an issue, as plans are scrapped, but $NVDA GPUs are expensive - new narrative, car sales don’t matter
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@EdwardDiGi
EdwarDiGi
7 months
$TSLA 🚨 China 🇨🇳 weekly sales last week less than 2000 units ❗️despite: - persistent inventory discounts - super favorable financing rates - listing price cuts at the start of 2024 - paint & insurance bonus - plenty of supply ‼️ No surprise that Shangai reduced the output..
@EdwardDiGi
EdwarDiGi
7 months
🧵🚨 $TSLA Q1-2024 delivery update & FSD considerations: - 🇨🇳 is in deep trouble with declining volumes & deep negative sales margins - 🇺🇸 & 🇪🇺 can be bad too - FSD is now the narrative spin to avoid a complete disasters, but its financials are simply NOT ENOUGH ‼️
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@EdwardDiGi
EdwarDiGi
3 months
I can’t believe he just posted this
@elonmusk
Elon Musk
3 months
Should Tesla invest $5B into @xAI , assuming the valuation is set by several credible outside investors? (Board approval & shareholder vote are needed, so this is just to test the waters)
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@EdwardDiGi
EdwarDiGi
6 months
Read carefully guys, this is not a $TSLQ forum, these are the comments on an @ElectrekCo article. Send this to your friend @garyblack00 please, we shall see if there is any halo effect $TSLA 🚨 ah, the best will come when the compensation package is rejected 🍿
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@ElectrekCo
Electrek.co
6 months
Elon Musk is throwing his weight around Tesla, comes in like a wrecking ball by @fredericlambert
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@EdwardDiGi
EdwarDiGi
6 months
Say adieu adios addio adeus goodbye to $TSLA in 🇨🇳 ☠️
@yicaichina
Yicai 第一财经
6 months
The extent of #Tesla 's layoffs in China is much deeper than Elon Musk's stated 10%, as some departments face cuts of 30% to 40% and others up to 50%, with the sales department hit hardest, Chinese NEV information website Gasgoo reported yesterday, citing sources. @Tesla
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@EdwardDiGi
EdwarDiGi
8 months
Not here to destroy the dreams of anyone, but I don’t see any change $TSLA -> ELON DID NOT BUY @tesla shares
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@EdwardDiGi
EdwarDiGi
1 year
🇹🇷 It was quick... 👀 $TSLA $TSLQ @Tesla
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@EdwardDiGi
EdwarDiGi
6 months
Super SCOOP ‼️ so: - Reuters was right - Elon manipulated the stock lying ! - $TSLA scrapped plans for the cheap M2 🚨 please reshare!
@ElectrekCo
Electrek.co
6 months
Tesla puts '$25,000 electric car' codenamed NV9 on back burner despite what Elon Musk said by @fredericlambert
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@EdwardDiGi
EdwarDiGi
5 months
$TSLA 🇩🇪 sales for May are out, and here below the rolling sum of the sales in Europe. Houston we have a big problem 🚨 For Q2-24 we should expect 60-65k from Europe vs 86k in Q1, unless big big big inventories discounts happen again. Yearly growth anyone?
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@piloly
Roland Pircher
5 months
Germany reported 1,896 Tesla sales and 0.8% market share for May. 🇩🇪 • -64% vs. May last year • Last three months -43.8% vs. December - February • Year-to-date -41% over same period last year • Year-to-date is 26% or 3.1/12 of last year's total
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@EdwardDiGi
EdwarDiGi
7 months
$TSLA big 🧵 on 🇨🇳 competition | why things can only get worse or very worse: - Q1-24 sales -3% YoY despite massive price ✂️ - Q2-24❓A wave of new models is coming ➡️ Troy will be forced to stop being “moderately bullish” just because “everyone is”. Here a comparison vs BYD:
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@EdwardDiGi
EdwarDiGi
6 months
$TSLA 🇨🇳 weekly sales: 5200 vs 10500 last year.. what I have to say? 😅🥲
@SignalsUSA
R_R
6 months
$NIO Unconfirmed Weekly delivery #NIO 3k Xpev 2.5k Li 4.5k Tsla 5.2k
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@EdwardDiGi
EdwarDiGi
6 months
$TSLA & $BIDU map deal has no relationship with FSD in 🇨🇳. Source: Baidu
@OracleNYSE
Oracle
6 months
$BIDU A source close to Baidu told China Daily that he didn't see "any new deal related to FSD functions" between the Tesla and Baidu... that it has no direct relations with its FSD function.
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@EdwardDiGi
EdwarDiGi
3 months
@FredericLambert She also implied that Adrian Dittman is Elon. If that is the case, this would be an immense breach of security law and Elon might not be to serve as a public director ever, or go to jail and lose great part of his net worth
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@EdwardDiGi
EdwarDiGi
5 months
🚨 $TSLA layoffs in 🇳🇴 Norway ‼️ 10% workforce in what was once a big market for Tesla; now it has become another weak spot ❌ Bullish / Elon-demon-mode / $55 b package 💵/ 📦 Elon-packing-soon 🧳/ bye-bye-Elon
@tweetmyinbox
Thomas Hansen  @thomashansen.bsky.social
5 months
Tesla is to cut 10 percent of the workforce in Norway, and now all employees have been offered severance package - regardless of function. And a lot people want to take the offer: $TSLA $TSLAQ
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@EdwardDiGi
EdwarDiGi
6 months
Who turns off the lights⁉️ $TSLA 🚨🪫🇨🇳‼️ Zhu is going back to China for what exactly? I guess no MY update if you fire everyone. What if Tesla is just retreating from the Chinese market?
@Sino_Market
CN Wire
6 months
TESLA ESCALATES CHINA JOB CUTS WITH MORE LAYOFFS THIS WEEK. #China #Tesla $TSLA
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@EdwardDiGi
EdwarDiGi
9 months
Notice the followings: - he’s not negating the 💊 abuse whatsoever - the response is weak & badly framed as the “2nd” section is not even a compliment, but it should be a fact - in these 2.5 days he has addressed this big issues only in a limited way, instead of suing the @WSJ
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@EdwardDiGi
EdwarDiGi
6 months
This is Gary's comment about Elon denying the intention to raise capital for xAi. Today we heard the confirmation that xAi is raising $6 billion
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@EdwardDiGi
EdwarDiGi
10 months
Ok but that happened on Sept 2018, the three years expired in Oct 2021 and we are today in January 2024 👀
@elonmusk
Elon Musk
10 months
@WholeMarsBlog After that one puff with Rogan, I agreed, at NASA’s request, to do 3 years of random drug testing. Not even trace quantities were found of any drugs or alcohol. @WSJ is not fit to line a parrot cage for bird 💩
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@EdwardDiGi
EdwarDiGi
3 months
$TSLA spent on AI capex in Q2-2024 … check notes…. $0.6 billion ….. ZERO POINT SIX BILLION 🤡
@gurgavin
GURGAVIN
3 months
JUST IN : GOOGLE TO INVEST ANOTHER $5 BILLION DOLLARS INTO ITS SELF DRIVING CAR BUSINESS WAYMO $GOOGL $GOOG
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@EdwardDiGi
EdwarDiGi
6 months
While the $TSLA fanboys mourn the loss of the 🇨🇳 market (-56% QTD vs '23), I want to point out that the daily reporting countries, with an est. for the last days of Apr, are not performing any better 🇬🇧🇮🇹🇪🇸🇳🇱🇩🇰🇳🇴🇸🇪 - Apr 2023: 6'289 - Apr 2024: 4'902 That's -22% YoY 🚨‼️
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@EdwardDiGi
EdwarDiGi
1 year
@lorakolodny @JCOviedo6 @CNBC Basically we know that they cheated on 🔋 range, and thanks to @handelsblatt we know that they cheated on the number of crashed and sudden unintended accelerations. This is by far a greater scandal than the VW one
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@EdwardDiGi
EdwarDiGi
6 months
I wish all the bulls that follow me can see this. It’s a scam. Retweet this as much as you can so that Gary, Jamescat, etc sees it for what it is. A fraud at the expense of the ones who think that an aged idealistic dream ( $TSLA) of future can be their path to prosperity
@birdhustle
Bird Hustle
6 months
Four months ago, Elon Musk discussing Model 2 with Sandy Munro: "We're quite far advanced in that work" "The revolution in manufacturing represented by that car will blow people's minds" "Far in advance of any automotive plants on Earth"
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@EdwardDiGi
EdwarDiGi
6 months
@FredericLambert Elon is next, quite possible he is fired soon. the fact that Drew resigned and did not mention Elon even once TELLS YOU EVERYTHING YOU NEED TO KNOW
@EdwardDiGi
EdwarDiGi
1 year
When the stock was spiralling down at the end of 2022 this came out “ $TSLA board member J. Murdoch said in Nov. the company had recently identified a potential successor to Musk without naming the person. Murdoch did not respond to a request for comment”
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@EdwardDiGi
EdwarDiGi
7 months
$TSLA giga 🏭 announcements, choose your country & you can be a happy shareholder‼️ in the last year I counted 🗞️ for at least 11 countries: 🇲🇽🇮🇩🇮🇳🇲🇾🇪🇸🇮🇹🇫🇷🇬🇧🇹🇷🇸🇦🇰🇷 | here below a 🧵 on all the 📰 we got, waiting for the next 🇮🇳 before ER! What a chance 😆
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@EdwardDiGi
EdwarDiGi
8 months
Bye bye Elon, your days as CEO of $TSLA are numbered 🚨‼️
@squawksquare
squawksquare
8 months
Should the $TSLA BOD take immediate action against @elonmusk and appoint a new CEO who will be more focused on the company rather than on X posts and political rants every day of the week? After all, a CEO's primary focus is shareholders and it's obvious that isn't Elon's
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@EdwardDiGi
EdwarDiGi
8 months
@ElectrekCo @FredericLambert Could you please specify that both the wife and the best friend of the victim said that he was a regular user of FSD? So it is basically impossible that FSD was not downloaded on the car as @elonmusk said. Guess what, he lied again!
@grantbelden
grant
8 months
“Von Ohain used Full Self-Driving nearly every time he got behind the wheel, (his wife) said” Seems clear to me Elon is lying here Wild stuff. I don’t see how this doesn’t create problems for him / Tesla. If I’m a former friend who listened to him talk FSD I’d go on the record
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@EdwardDiGi
EdwarDiGi
10 months
‼️in July 2022 a man in 🇸🇪 sounded the alarm about $TSLA suspensions failure through his YouTube. @Tesla threatened to sue him. But we know from the whistleblower ( @handelsblatt , @CNBC with @lorakolodny ) that the company knew since forever about the issue
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@EdwardDiGi
EdwarDiGi
7 months
Musk is a known liar. Do people really expect him to confirm this ? He could have said that a new M2 line is under consideration for months, with the real plan being obsolete..
@mrwgreig
Matthew Greig
7 months
Hit piece confirmed
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@EdwardDiGi
EdwarDiGi
3 months
Spot the difference: BYD vs $TSLA 🇨🇳 weekly sales
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@EdwardDiGi
EdwarDiGi
11 months
🚨🚨🚨 $TSLA cash burn alert! After $7 b credit line in January, $2.5 b ABS (leasing contracts), here $1 b of ABS by autoloans. These heavy discounts are becoming cash expensive 💸 $TSLQ
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@BradMunchen
Motorhead
1 year
$TSLA looking to raise $1.8bn from an ABS offering? I thought they had so much cash that they could do a $5bn share buyback. And this is on top of raising their credit facility from $2.4bn to up to $7bn in January.
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@EdwardDiGi
EdwarDiGi
6 months
The Sovereign Fund ( @NicolaiTang1 ) from 🇳🇴 $2.2 trillion AuM is worried about human rights violation from $TSLA as it fights unionisation. But the fund isn’t worried about the $TSLA 🇳🇴 whistleblower who accused the company of consumer & financial frauds?
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@EdwardDiGi
EdwarDiGi
7 months
$TSLA price targets cut: - from $185 to $165 by Jefferies, '24 EPS 1.87. Same PT as last year, when the stock's EPS estimated growth was much higher - from $225 to $205 by Piper Sandler ‼️ Both expect vol sales in 2024 to be lower vs 2023 -> wen Cybertruck Halo effect⁉️
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@EdwardDiGi
EdwarDiGi
3 months
How is possible we got so many regulatory credits sales when other OEMs Bev sales are at ATHs ?! $TSLA this is not possible
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@EdwardDiGi
EdwarDiGi
7 months
$TSLA ☄️💥🌎 can someone call Omar (WholeMars) and ask him how bullish is for $TSLA if the subprime auto loans market implodes? Robotaxi can solve that too? Best Meme ever HT: @bgrahamdisciple
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@DeItaone
*Walter Bloomberg
7 months
DIMON: THERE ARE SOME CRACKS IN SUBPRIME AUTO
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@EdwardDiGi
EdwarDiGi
9 months
🚨🧵 $TSLA Q4-23 earnings call remarks: If $TSLQ 🧸 could imagine the best cc for a short set up, with the most absurd & foolish focus remarks from @tesla mgmt, he could not do a better job that the 🎪🤡 we listened yesterday In 4️⃣ words: low growth & 0️⃣ margins 🚩🚩🚩
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@EdwardDiGi
EdwarDiGi
6 months
So we are now at 20% of the workforce easily, and it is clear that production will be massively affected by the decision. But yes, $TSLA cheap models are coming, believe Elon! 😅🤣
@MacroEdgeRes
MacroEdge
6 months
Tesla is reportedly undergoing another massive round of layoffs - potentially affecting another 10,000+ employees #MacroEdge
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@EdwardDiGi
EdwarDiGi
6 months
🚨 For the disappointed $TSLA FSD buyers, in 🇺🇸 & abroad, there is the precedent of a refund in 🇬🇧. Please reshare this whenever you see the post of a disappointed (Supervised now) FSD customer ‼️ Reshare 👇🔂
@EdwardDiGi
EdwarDiGi
1 year
From the @tesla Motor-Club 🇬🇧&🇮🇪 forum section, it seems a FSD former customer sued $TSLA for the failure to deliver on its autonomy promises, settling for £8k. What if this is a precedent? Why $TSLA settled? He bought the software in 2019, posted this last Saturday H/t @beyerch
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@EdwardDiGi
EdwarDiGi
5 months
Another Ai-robotics from $TSLA leaves the company. Bullish. Tesla solved autonomy, is clear, trillions in future revenue are certain but I go founding my own 🤖 startup. Make sense, I don’t care about my stock options, I gift them to Elon, he needs it.
@micaelccarvalho
Micael Carvalho
5 months
I'm excited to share that I joined @kvogt , @pariljain , and @lukeholoubek , as part of the founding team at @thebotcompany (join us at )! Tesla will achieve self-driving and have the biggest autonomous fleet in the world. This became obvious to us internally
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@EdwardDiGi
EdwarDiGi
7 months
$TSLA catalyst list à la @garyblack00 - disastrous q sales report - inventories rising by 500 units per d (see charts by @TeslaInfoCom ) - key AI exec leaving - key AI employees who leave for @OpenAI or @xai (not $TSLA?) - Xiaomi taking mrkt share - distracted CEO - Q2 price ✂️
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@EdwardDiGi
EdwarDiGi
8 months
🚨‼️ $TSLA “Is there a threat of production stopping now?” Is it possible to open Twitter without finding each time 10 reasons to not short @tesla more ? 😅 am I asking too much?
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@sternde
stern
8 months
Die Tesla-Fabrik in Brandenburg soll bis zu sechs Mal so viel Gefahrenstoffe ins Abwassersystem eingeleitet haben wie zulässig und die Trinkwasserversorgung Berlins dadurch gefährden. Droht jetzt der Produktionsstopp? #tesla #Brandenburg
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@EdwardDiGi
EdwarDiGi
7 months
@NicolaiTang1 @elonmusk It could be nice if you could ask about this major $TSLA Norwegian 🇳🇴whistleblower scandal, with alleged frauds including financial ones (the CFO left in August for no apparent reason). Is the money of Norwegian citizens well invested in a company with these pending accusations?
@EdwardDiGi
EdwarDiGi
1 year
$TSLA $TSLQ @Tesla , finally in the 🇺🇸 a major 🗞️📰 like the @nytimes covers the biggest automotive scandal in corp history, reported by @handelsblatt last May. Major crimes claimed include: - GDPR violations - accounting fraud - unreported FSD defections
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@EdwardDiGi
EdwarDiGi
6 months
$TSLA PT cut by UBS from $160 to $147
@EdwardDiGi
EdwarDiGi
6 months
$TSLA GAAP EPS & delivery estimates: Q2-24: 0.54, 467k Q3-24: 0.60, 492k Q4-24: 0.66, 524k We should see these measure going down over the next weeks, with PE fwrd going up in the mean time in the 75-100x
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@EdwardDiGi
EdwarDiGi
6 months
$HTZ accelerating their used $TSLA sales by 10’000 units. Not good for 🇺🇸 $TSLA market 🚨‼️ wonder why Hertz is selling ?
@knowledge_vital
Vital Knowledge Media
6 months
Don't tell Tesla Hertz: "In the first quarter, the Company upsized its EV disposition plan by 10,000 vehicles, for a total of 30,000 EVs intended for sale in 2024"
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@EdwardDiGi
EdwarDiGi
10 months
@Tesla @handelsblatt @CNBC @nytimes @BBC @zsk @Telegraph In the #teslafiles reported by @handelsblatt & @CNBC , article of @lorakolodny here above, the whistleblower reported evidence of $TSLA used cars reported as new sold vehicles. How accountable is the @tesla quarterly delivery report? 🤔 here a @Reddit post
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@EdwardDiGi
EdwarDiGi
7 months
$TSLA Adam Jonas PT lowered to $310: - est EPS for 2024: $1.12 - est EPS for 2025: $2 Present fwrd PE: 170x ‼️
@BradMunchen
Motorhead
7 months
Jonas is going a bit overboard with his pumping of $TSLA while he reduces estimates. It's as if he's being "incentivized" to do this.
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@EdwardDiGi
EdwarDiGi
6 months
So the cheap M2 is indeed scrapped. But the existing platform will be used to design and sell cheaper vehicles ⁉️🥲 my god.. how they spin this during the call?
@FredericLambert
Fred Lambert
6 months
Furtermore, Tesla announced a change of plan regarding cheaper vehicles. While it appears to finally confirm the cheaper model based on the "unboxed" system, which we reported as NV9, is canceled, the automaker says it will build new cheaper vehicles on its existing production
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@EdwardDiGi
EdwarDiGi
6 months
Capitulation is getting close, with Eva, Gary, Gerber who sold already $TSLA
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@EdwardDiGi
EdwarDiGi
6 months
A few thoughts to navigate this storm ⛈️ of lies & deceptions from $TSLA earning call: 1 - production outlook 2 - deliveries & FCF 3 - new Frankenstein models (new & old together) 4 - Uber competition 5 - FSD & Robotaxi 1) production was cut by 30% in 🇨🇳, by 10-15% in 🇺🇸 & 🇪🇺
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@EdwardDiGi
EdwarDiGi
6 months
@squawksquare Elon resigning or being fired might be the big news actually
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@EdwardDiGi
EdwarDiGi
8 months
$TSLA 🚨 For the joy of Adam Jonas, another key $TSLA executive abandoned the ship of the #TeslaAi department: - Senior ML Scientist AI Vision team, building FSD (Full Self Driving) Little 🧵 below to revise all the key people who left in the last months: H/T: @Adam_and_EVs
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@bowenc0221
Bowen Cheng
8 months
Today is my last day @Tesla autopilot. It was a pleasant one and a half years: working with talented people, learning how to build good product, etc. But my journey to AGI will not stop, I will soon join @OpenAI post-training team to build multimodal models.
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@EdwardDiGi
EdwarDiGi
1 year
When the stock was spiralling down at the end of 2022 this came out “ $TSLA board member J. Murdoch said in Nov. the company had recently identified a potential successor to Musk without naming the person. Murdoch did not respond to a request for comment”
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@EdwardDiGi
EdwarDiGi
9 months
🚨 $TSLA 10-k - Was not @elonmusk supposed to never sell shares of @tesla ever again? "Further, Musk from time to time may commit to investing in significant business or other ventures, and as a result, be required to sell shares of our stock in satisfaction of such commitments"
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@EdwardDiGi
EdwarDiGi
7 months
‼️🚨 $TSLA so it begins the downfall of $TSLA in 🇨🇳
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@EdwardDiGi
EdwarDiGi
7 months
🚨 $TSLA - Austin, we have a China 🇨🇳 problem ‼️ The BAD: assuming 10-12k sales in the next 2 weeks, YoY should be in the -3 to -6%, despite price ✂️ in the range of -15 to -20% The UGLY: 🇨🇳 can only get worse The GOOD: 🇪🇺 are less terrible than anticipated. See 🧵 ⬇️
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@EdwardDiGi
EdwarDiGi
6 months
Why Elon does not comment on this? Any thoughts?
@baglino
Drew Baglino
6 months
I made the difficult decision to move on from Tesla after 18 years yesterday. I am so thankful to have worked with and learned from the countless incredibly talented people at Tesla over the years. I loved tackling nearly 🤣 every problem we solved as a team and feel gratified
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@EdwardDiGi
EdwarDiGi
2 years
@KyivIndependent It is like 6 months that we read this
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@EdwardDiGi
EdwarDiGi
9 months
Does any of the fanboys understand that he did a poll on Twitter (sorry, on @x ) without asking the BoDs what they thought on: - moving to Texas - he doing this poll With his actions, he is basically confirming that the present BoD is useless @garyblack00 @squawksquare @p_ferragu
@elonmusk
Elon Musk
9 months
The public vote is unequivocally in favor of Texas! Tesla will move immediately to hold a shareholder vote to transfer state of incorporation to Texas.
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@EdwardDiGi
EdwarDiGi
6 months
Do you remember when the market thought Elon bought shares? Similar situation, 10x larger in size: 1) $TSLA licensing from Baidu , so Tesla pays Baidu, for its Maps, old news but I bet that the crowds thought Baidu was an OEM and $TSLA licensed SFSD to them 2) SFSD or not FSD?
@StonkKing4
Stonk King ((((🌕))))
6 months
Wasn't aware that $TSLA 's future and China dominance depended on this old $BIDU article 🤡
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@EdwardDiGi
EdwarDiGi
6 months
$TSLA catalyst recap: - inventories at ATH - M3 Highland production in the 🇺🇸 halted - massive layoffs globally (15-20% likely of the workforce) - likely a drug addicted CEO - competition stronger than ever - EPS est going down Share price trades at the same level of last year
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@EdwardDiGi
EdwarDiGi
2 years
@WarMonitors Ukraine has nuclear weapons ?
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@EdwardDiGi
EdwarDiGi
6 months
we are all inpatients to read the bullish takes on $TSLA from: - Adam Jonas from $MS $310 PT - Dan Ives, Wedbush $300 - T. Narayan, RBC, $298 I will post here their comments if I find them
@DeItaone
*Walter Bloomberg
6 months
$TSLA TESLA JOB CUTS SAID TO REACH CLOSER TO 20% IN SOME DIVISIONS
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@EdwardDiGi
EdwarDiGi
10 months
@BradMunchen 🚨‼️booom! $TSLA “Originally it was supposed to be reduced in 2024 (to a maximum of 4,500 euros) and then expire at the end of the year.”
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@EdwardDiGi
EdwarDiGi
7 months
This was Elon around one month ago. He knew about Reuters reporting about the death of the M2 platform, he could dismiss it but he did not ‼️ $TSLA 🚨
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@seth1620
Seth LaQue
7 months
If nothing else this shows that $TSLA is nowhere close to shipping anything on the "next-gen platform." 2027 maybe. Not 2025.
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@EdwardDiGi
EdwarDiGi
1 year
@GerberKawasaki FSD = F U L L SELF DRIVING , so maybe time to change name ? What you think ?
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@EdwardDiGi
EdwarDiGi
1 year
More on $TSLA @Tesla a u t o p i l o t criminal cases: If the 👨‍⚖️ goes against the driver, which driver will ever use these softwares ? Bad for Tesla. If the 👨‍⚖️ goes against Tesla, well.. it is bad
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@EdwardDiGi
EdwarDiGi
7 months
@JaguarAnalytics It is not just Xiaomi, you have also Avtr, Zeekr, and Huawei that launched a M3 competitor
@EdwardDiGi
EdwarDiGi
7 months
$TSLA MY competitor, while Xiaomi SU7 is a M3 competitor 🇨🇳🚨
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@EdwardDiGi
EdwarDiGi
6 months
Apr-24 $TSLA sales in 🇪🇺, Austin, we have a problem 🚨‼️ 14.2k vs 14.7k in Apr-23, -4% despite price cuts being close to -15-20% 😱 if the q keeps performing like this, Q2 sales for the continent might be at 70k vs 85.5k in Q1-24. But don't worry, $TSLA does not need to sell 🚘
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@EdwardDiGi
EdwarDiGi
4 months
@Junheng_Li Musk made it transparent? He invented the robotaxi day straight away, to compensate that indeed the cheap platform was cancelled. His engineers went crazy and now admitted that there is not any robotaxi by the 8/8 date Please don’t use “transparent” & “Musk” in the same sentence
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@EdwardDiGi
EdwarDiGi
7 months
Elon Musk ( $TSLA CEO) retweeting a video of Steve Jobs discussing the reasons whyhe was fired 🔥 from being $AAPL CEO 🤔 | Here below a 🧵 on the growing speculation of Elon leaving $TSLA | So far, no appeal for the compensation dilemma, and no new compensation package 🤷‍♂️
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@EdwardDiGi
EdwarDiGi
1 year
When the stock was spiralling down at the end of 2022 this came out “ $TSLA board member J. Murdoch said in Nov. the company had recently identified a potential successor to Musk without naming the person. Murdoch did not respond to a request for comment”
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@EdwardDiGi
EdwarDiGi
6 months
$TSLA GAAP EPS & delivery estimates: Q2-24: 0.54, 467k Q3-24: 0.60, 492k Q4-24: 0.66, 524k We should see these measure going down over the next weeks, with PE fwrd going up in the mean time in the 75-100x
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@EdwardDiGi
EdwarDiGi
11 months
Here the latest article from the @washingtonpost on the many $TSLA autopilot issues. Underlying the fact that @NTSB , led by @JenniferHomendy , tried multiple times to convince the @NHTSAgov to act against @Tesla . See 🧵 below & the link to the article 🗞️
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@EdwardDiGi
EdwarDiGi
1 year
The National Transportation Safety Board @NTSB can eventually investigates civil accidents on US roads, and if it finds evidence of criminal evidence, it relinquish the investigation to the @FBI , but it can still provide technical assistance
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@EdwardDiGi
EdwarDiGi
6 months
I can’t believe they fired Ashok.. it must be a Twitter mistake. Without him, who can keep developing SFSD ?
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@EdwardDiGi
EdwarDiGi
10 months
@zerohedge It is selling mostly @tesla $TSLA for their poor performance and high maintenance costs
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@EdwardDiGi
EdwarDiGi
7 months
$TSLA global inventories chart aiming for new highs, with the latest MY bounce caused by excess MY in the 🇺🇸. Will $TSLA cut listing prices again in the second week of the quarter, as they have been doing for the last 5 quarters? 🤔
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@EdwardDiGi
EdwarDiGi
10 months
@Tesla @handelsblatt @CNBC @lorakolodny @faizsays @BradMunchen @bayamaya68120 @Presserom @Reuters @specialreports @StanphylCap From the recent @Reuters whistleblower report we got confirmation of the $TSLA suspension claims reported by @tesla drivers over the yrs. The last confirmation we need’s the one of accounting fraud, related to scrap parts misreporting. Here🧵 from 2018 ‼️
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@BradMunchen
Motorhead
4 years
1/n) The depositions in the @tripp_martin lawsuit vs $TSLA highlight a chaotic ramp-up of the Model 3 in 2018 & possible dodgy accounting at $TSLA. Items that weren't disclosed: $398m of battery scrappage $100m of lost materials $319m of Panasonic cell orders Total = $817m
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@EdwardDiGi
EdwarDiGi
3 years
@JekyllCapital Did you see that Sweden already banned uranium coming from Russia ?
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@EdwardDiGi
EdwarDiGi
6 months
Yesterday, when Adrian/Elon was speaking, someone tried to say that the Cybertruck is a total failure. Adrian quite evidently felt it personal.. I am not sure he is Elon, but this recordings like the one below really don’t help the drama to fade itself
@grantbelden
grant
6 months
Tesla bulls: well that settles it, 1000% not Elon 🤣🤣🤣 @JamesVictorino2 @BradMunchen @GordonJohnson19
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@EdwardDiGi
EdwarDiGi
6 months
This sentence might be in the dictionary under the word: FEAR
@elonmusk
Elon Musk
6 months
@MartinViecha @KimCJorgensen @mathieu_gillion @alex_avoigt Which brokers aren’t allowing shareholders to vote?
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@EdwardDiGi
EdwarDiGi
5 months
In this space Adrian Dittman AKA Elon Musk refers to Elon Musk as “me” 👀
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@EdwardDiGi
EdwarDiGi
10 months
@jaberwock2 @montana_skeptic @CernBasher Not wanting to take sides here, but this is the best description so far of our favorite Space-Karen
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