Musk - "I would never lie to shareholders".
-Funding secured at $420.
-10k a week Model 3 in 2018.
-No going concern warning.
-Semi in 2019, Roadster 2020, Cybertruck 2021.
Shall I go on?
Okay, so $TSLA does $4.5 BILLION more in revenue sequentially, and SG&A expenses are EXACTLY the same?
Also, $2.7 billion more in revenues than Q1, and pre-tax income just $10 million different, but also lower tax rate...
This $TSLA FSD fail tweet is up to 9.2 million views. It's been tested multiple times with the same result. Now if only
@NHTSAgov
would do its job.
Let's get over 10 million on Monday.
In my ride along with Ross Gerber,
@Tesla
Full Self-Driving ran a stop sign at 35mph. If Ross hadn't slammed on the brakes, FSD would have T-boned a car obeying the rules.
FSD tried to kill us in an hour of city driving! Everyone should demand it be banned immediately.
@NHTSAgov
Those $TSLA bulls that laugh at $LCID and $RIVN get very quiet when you remind them that Tesla was supposed to do a million vehicles in 2020 and have a Semi, Roadster 2, and Cybetruck on the road NOW.
So just a reminder: $TSLA used inferior chips to meet deliveries, now recalling vehicles because of major safety issue.
Seems like a big deal, but for Tesla nobody really cares. Elon Musk can do whatever he wants, whenever he wants, with no repercussions.
A Hyundai Santa Fe starts at $27,400 and gets 26 mpg combined. At an average of 12,500 miles per year, the gasoline cost is just over $2,000 a year at current US average around $4.30.
Tell me why you should by a $60,000 $TSLA Model Y to save on gas.
Congrats to
@CathieDWood
on the greatest trade of all time - selling 10% of the ENTIRE COMPANY of $FATE - a billion dollar plus market cap firm - in 4 trading days - then a day later it announces terrible news after the bell, leading to a 60% fall the next day. $ARKK $ARKG
Hey $TSLA analysts - nice of you to ask for an update on the $HTZ deal. Or the Semi. Or the Roadster. Or the Robo-taxi network. Or why interest income declined.
So $TSLA is about to solve FSD, with the stock about to become the most valuable on earth, and the CFO steps down?
Very odd. Also not good for Elon if ZK decides to flip and head to the SEC. I'm sure he would have plenty to spill if he wanted to.
$TSLA shares up $6 on news that it cut corners to meet sales targets, likely under reserved its warranty provision thus improperly inflating margins, and that CEO Elon Musk lied again on the recent conference call.
Normally, a stock would fall if it was announced that its CEO and brother of the CEO board member were being investigated for insider trading by the SEC.
At $TSLA, stock up 1%.
Hey
@PwC
- if $TSLA can't properly count roughly 12,000 cars in Australia, how can we be confident they counted nearly a million deliveries for the year?
Just a reminder everyone, Cathie Wood went on a CNBC morning show, claimed $TSLA shares were undervalued and going to $3,000, and sold over $40 million worth of Tesla shares THAT SAME DAY.
Thanks to Elon’s ingenuity and dogged determination, Tesla hit our bull case target price in 2021, two years earlier than we anticipated. Since then, many shareholders have shared stories with us about how our research inspired their investment in $TSLA and changed their lives.
Fun fact: $TSLA has made more money in its history on Bitcoin than it has cumulatively since going public, despite reaching a nearly trillion dollar fully diluted market cap.
In my ride along with Ross Gerber,
@Tesla
Full Self-Driving ran a stop sign at 35mph. If Ross hadn't slammed on the brakes, FSD would have T-boned a car obeying the rules.
FSD tried to kill us in an hour of city driving! Everyone should demand it be banned immediately.
@NHTSAgov
There it is. ZERO $TSLA buying from Cathie Wood after the earnings fall.
Congrats again to CNBC for having Cathie and Tasha on this week to pump and dump the stock.
It's going to $2,000, but she's selling for $250 and won't buy at $212.
If only
@SECGov
@SEC_Enforcement
cared.
In 4 hours since this was posted, the tweet of $TSLA FSD blowing a stop sign at 35 mph has garnered over 187,000 views. Wouldn't surprise me if Elon Musk somehow has it taken down or adds community notes.
In my ride along with Ross Gerber,
@Tesla
Full Self-Driving ran a stop sign at 35mph. If Ross hadn't slammed on the brakes, FSD would have T-boned a car obeying the rules.
FSD tried to kill us in an hour of city driving! Everyone should demand it be banned immediately.
@NHTSAgov
Hey
@lindayaX
- you OWN this now.
Hey
@Tesla
- here's your CEO.
Hey Robyn Denholm - is Elon using Twitter wisely?
Hey
@TeslaBoomerMama
- send this to Gary and Ross for their thoughts!
Congrats to
@SEC_Enforcement
on letting another year of Elon Musk fraud go completely unchecked.
@GaryGensler
you should be really proud.
And congrats to
@Tesla
on the 1-year anniversary of deploying a million robo-taxis.
BREAKING: Ross Gerber continues to trim $TSLA position in $GK, sells another 400 shares or 8.8% of holding.
Tesla holding down to 4,144 shares, almost cut in half since late February.
Breaking: $ARKK down more than 3% just 13 minutes into the trading day after
@jimcramer
turns positive on it. (He was negative through the recent pop).
The $TSLA / SolarCity lawsuit comes down to this - Elon and Tesla could have picked up all the pieces for pennies on the dollar if SC went bankrupt. But in the short-term, it would have hurt him financially and crippled his relatives. It was a bailout, pure and simple.
For $ARKK to get the 40% compounded annual return over 5 years Cathie Wood talked about on 12/17/21 for "innovation stocks", she now needs a 60.06% annualized return moving forward to get there.
Yesterday,
@ARKInvest
CEO
@CathieDWood
went on CNBC saying $TSLA is undervalued and reiterated a $3,000 price target.
She then sold nearly 41,000 shares, putting Tesla at an 8.29% weight in $ARKK, 23 bps lower than the prior daily minimum from the past 45 trading days.
And that's it. $TSLA call over. No concluding remarks from Elon, who obviously checked out.
Key takeway: Semi, Cybertruck, FSD were just fraud to continue the narrative. Not coming anytime soon.
Certainly an interesting $TSLA call. Lots of pumps, many of which were recycled, and
@SEC_Enforcement
does absolutely nothing.
Elon Musk has done things a million times worse than Trevor Milton.
Hey
@GaryGensler
- are you proud of these markets? $TSLA up 8% on stock split pump to cover lots of bad news, $AMC up 18% / $HYMC up 55% as
@jimcramer
/
@CEOAdam
pump a financially strapped movie theater pumping a microcap with massive amount of suspicious before hand trading.
@BLKMDL3
@elonmusk
@Tesla
A 2015 Sonata has ventilated seats, can go 700 miles on the highway on a tank that only takes 5 minutes to refill, and costs 1/3 of your poor build quality Tesla.
If
@SEC_Enforcement
doesn't charge Elon Musk after all of this Milton stuff, it will be the greatest example of hypocrisy (or perhaps bribery) the world has ever seen. $TSLA
Strange, the press release for Hertz buying 100,000 $TSLA vehicles can no longer be found.
I guess it's fine then that Elon Musk started heavily selling Tesla shares just a few weeks later.
If you are hoping the $TSLA board will do something about this latest bombshell, just remember that one of the board members is the Uncle of those two kids.
Left - Gary Black $TSLA free cash flow prediction October 2022.
Right - Gary Black current prediction.
So in roughly 15 months the 2023-2026 period went from $162 billion in FCF to $29 billion.
The $TSLA 10-K said that Elon was granted options for ~ 304 million shares for the pay package that was just knocked down.
As of the latest proxy in early 2023, Musk had 411 million shares, plus options for those nearly 304 million. Pledges for loans were 238.4 million shares.
At $37.44, $ARKK now needs to compound 86.86% per year until 12/17/26 to return the 40% annualized that
@CathieDWood
said innovation strategies could return over 5 years.
Time for
@CathieDWood
to explain to her bagholders how Wright's Law justifies missing a $227 rally in $TSLA. I'm sure $ARKK investors love seeing red today with the top holding up more than 4.30%.
Wow, not only did Silver Lake completely exit $AMC, they sold EVERY single share at least roughly 60 cents above conversion price, some more than $10 higher!
@TESLAcharts
@Keubiko
@zerohedge
@Fxhedgers