Emperors Without Clothes
@ClothesTesla
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Corporate Lawyer | Auto / Cycling Enthusiast | Not a financial advisor | Not investment advice | Do your own research
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If you showed you these closeups 15 years ago, people would have said it’s a makeshift vehicle welded together from scrap by the Taliban. $TSLA
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Have this rental Tesla Model 3 for weekend. Did 250 mile trip with 2 friends. Honestly don’t know why fans like this car. The ride and road noise is terrible. The interior is poverty spec, with uncomfortable seats. Vaunted UI a cumbersome and inconvenient while driving. $TSLA
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$TSLA up 8.5% adding ~$105 billion in market cap is a really healthy sign for the markets and shows that investors are finding deep value in previously under-appreciated companies.
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I can only imagine how much it has pained engineers to try to bring this asinine concept to being a production vehicle. It is simultaneously hideous & impractical. It’s a real achievement bringing those two elements together. $TSLA
Tesla Cybertruck will be the absolute coolest toy for adults…
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Pretty sure this is securities fraud. $TSLA
$TSLA has invented horizontal gravity.
(25% speed, at about 0:0:40 in the original video)
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Oh Boy. Senior business person at client just told me how great Chat GPT is and how it's going to replace lawyers. Says he's been using it to write contracts... This belief in technology as a religion is going to destroy us all.
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I can’t believe it’s taken me this long, but I just realized what it is that makes me dislike most $TSLA bulls so much. It’s that they’re supremely confident despite (in most cases) minimal knowledge of what they’re talking about. Not an ounce of humility.
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Text from my friend in Bay Area. Everyone is banking on the pivot.
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My 7-yo son is at cub scouts painting pumpkins and just explained to the other kids that Elon Musk tried to back out of the deal to buy $TWTR, tried to back out, got taken to court and now has to buy it. Parents were looking around like WTF. I’m so proud.
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Who could have predicted this with Tesla's innovative gigacastings and all? $TSLA
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Tesla Model 3 Highland significantly underperforms on range. In Motor Trend test at 70mph, with 95% SOC, the RWD covered 211 miles, and LR returned 250 miles. $TSLA
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"At this point, I think I know more about windshield wiper design than anyone currently alive on earth." - Elon Musk $TSLA
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I’m going to start closing $TSLA puts. You don’t short fraud, especially by world’s richest man, as it can go on indefinitely & no regulator in this corrupt cesspit will stop it. They’ll make up whatever
#s
they have to & every shitbag analyst & pumper will pretend to believe it.
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Greatest beta move of all time. Steel ball to baseball in 4 years. $TSLA
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Text from friend in Bay Area. This thinking will crush $TSLA.
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I now have my very own Tesla ADAS fail video. I'd call Tesla's system a novelty, but in my experience, it doesn't work long enough to impress anyone. It is incredibly dangerous. $TSLA
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Great article by Russ Mitchell at LA Times about the Tesla data leak detailing Autopilot complaints. Wish I could send this to every Tesla customer. I may print it and staple it to wall of local Tesla showrooms. $TSLA
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Tesla Cybertruck is automotive cosplay for strange nerds who love obscure 70s sci-fi movies. $TSLA
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I’m calling it. Tesla has topped. All the lies are about to crash in on them and Musk ends up in jail.
#tslaq
$tsla
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Apparently France and Poland paid for the Starlink equipment SpaceX sent to Ukraine. So NOT donated by Musk or SpaceX.
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$TLSA Cybertruck looks like a clumsy tech-elephant as it traverses this... ugh... dirt road?
CyberTruck Off-Roading testing with raised air suspension. Hold on tight Tesla CyberTruck reservation holders.
Source: YouTube MuddyRutttzz
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@TaylorOgan
@WA_DOL
Please have a look at the dangerous experiments
#Tesla
is running on your public roads. Here, Tesla's FSD almost runs down some pedestrian's in Seattle.
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Broken down $TSLA Cybertruck. This is a Tesla’s natural state.
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I dunno, I heard Teslas don’t require service…
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I confirmed this applies to both Model 3 & Y - you are directed to (abundant) local inventory immediately. Do you know what happens when a fad blows up? What was previously snapped up at absurdly high prices becomes unsellable at any price. $TSLA
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Tesla is run by criminals and Wall St and regulators don’t care. It doesn’t matter what they say in their little dog and pony show. Stock price isn’t coming back to reality anytime soon. It’s the greatest long con of all time. $TSLA
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@TaylorOgan
@Rivian
@RJScaringe
Embarrassing for Rivian, but I'm unfortunately not surprised. I was on chat with a Rivian rep about my reservation last week, and he was pretty obviously lying. Buying a car from a startup is asking for poor customer service.
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WaPo article on Tesla 'Autopilot' contradicting Musk’s claims. “the vast majority of the 807 automation-related crashes have involved Tesla, the data show”. And NHTSA likely misses many others per the Handelsblatt leak. $TSLA
#tslaq
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Been watching the most recent Tesla FSD fail play out on Twitter. I applaud
@RealDanODowd
& other Tesla critics, but what I see is a losing battle against bots & cultists deeply motivated by stock price. It’s difficult for justice & truth to prevail in a corrupt system. $TSLA
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Glorious. Musk ‘spiraled’ after being booed at comedy show, locked himself in office. Imagine having such thin skin. $TSLA
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Bad news for $TSLA.
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@ZoeSchiffer
@mknz
@CaseyNewton
This tweet could be revised, in full sincerity, to say “Twitter is working on a plan to alienate and drive away 50% of its users.”
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I see an unrepairable pickup, disposable after even the most minor workplace fender bender. $TSLA
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Now they want a reverse $TSLA split. Elon, just do something to manipulate the stock!
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Some filthy short stole the wheels off this brand new Cybertruck. Prolly to pay rent in his mom’s basement. $TSLA
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Suspicious code suggests Tesla may send specially modified cars to crash testing authorities to game the tests. If true, this could be as big a scandal for Tesla as Dieselgate was for Volkswagen. Hopefully the authorities investigate. $TSLA
#tslaq
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One last pic of the interior of the Tesla Model 3 I've had before I return it. $TSLA
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F-150 Lightning embarrasses Tesla Cybertruck off road. $TSLA
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Dinner with friends last night, wife works in PE on investment side, formerly CTO at big finance She loves what Musk is doing at Twitter, seems focused on his stricter work policies. Believes he founded PayPal & understands IT. We have a bet that Twitter will be bankrupt in 9 mo
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I think what they mean is “were definitely manipulated” to sell cars and obtain tax credits. $TSLA
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Amazing that a company that always had such awful panel fit decided to make an angular, geometric design that draws attention to every misaligned panel. $TSLA
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Thank you for making the safest car out there that survived minor dings after the traction and stability controls failed to prevent the accident. 🤦 This stupid cult… $TSLA
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Regardless of what happens with Twitter when this ignorant coward slithers off, remember that he exposed himself to be ignorant, hateful and petulant. He has no business being CEO of any company, nor commanding any attention or respect.
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At doctor friend’s house who I haven’t seen in a while. Tells me they’re considering a Tesla Model X & PowerWall. I went to work shutting that crazy idea down… At this rate, I’m killing one Tesla sale a week!
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It’s incredible what can fool Tesla FSD, and what it misses that is obvious to a human child. FSD should be banned from public roads. $TSLA
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Good article about
#Tesla
’s “deliver now, fix it later” approach to car making. Tesla rushes these designs out without inadequate testing and makes its customers deal with the repercussions. $TSLA
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I told my wife about our gains on $TWTR and she’s like “great.” I don’t think she realizes the work that went into this or that I’m running a hedge fund over here…
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Damning WaPo article about Tesla FSD, its deeply flawed approach & capability and Musk’s negligent management. $TSLA
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Many are questioning the purpose Tesla Investor Day. Let me explain: the purpose was to prop the stock price (BACK IN EARLY JANUARY) when it was just above $100/share. Musk announced Investor Day then without any plan as to what to say. It worked. $TSLA
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Given the latest price action in $TSLA, I believe all fundamental & fact-based arguments justifying any given stock price are out the 🪟. At this point, $TSLA is purely a study in human psychology & social mania. Phds in history, sociology & human behavior are best price guide
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Text exchange I just had with good friend who lives in Bay Area. Professional in trendy neighborhood. Sounds bad for Tesla. $TSLA
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I look at this market, and I'm seeing many of the frauds giving up the ghost. But the greatest of them all still stands tall, still holding a ~$1 trillion market cap. $TSLA's time with the grim reaper will come.
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Tesla tire wear. Rapidly filling landfills, for the planet. $TSLA
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Joined a $TSLA bull space while working out. Nothing new here, but it is 💯% a cult stock. The things they were saying about FSD, 10Xing of production, dominating other automakers including Chinese, robotaxis, etc. were straight out of fantasyland. People with no grasp of reality
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Let’s make it happen. Would love to see another $50b in $TSLA liquidated.
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Hertz is doing a great job deterring customers from ever considering a Tesla. Imagine needing to stop every hour to 1.5 hours to charge for an hour… $TSLA
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Wanted to point out that the term "Musked" is included in the Urban Dictionary. It's time we all started using the term more liberally, outside of references to $TSLA / Musk company experiences. That is all.
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@RealDanODowd
@Tesla
Could be Tesla FSD cross checks trading logs and only avoids children of $TSLA longs. Non-investors get hit, shorts get accelerated into.
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I completely agree. Ed Niedermeyer exposed Musk and $TSLA years ago, and yet goes largely unrecognized outside our fairly small cadre of Tesla critics. It’s unfortunate and a sad marker of how broken our institutions and the 4th estate are at the moment.
@TaylorOgan
@CadeMetz
@nealboudette
@Tweetermeyer
Niedermeyer should've won a PULITZER for the work he did uncovering MULTIPLE blatant frauds at Tesla, but back then Musk was "the genius savior of humanity" and thus the mainstream media completely ignored his great work (as did ALL regulators).
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Completely makes sense to have $TSLA up 7% as Tesla's director of Autopilot reveals it as all staged and Nikola-like...
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$TSLA at $780, up 5%, because yesterday clearly demonstrates that they will never be hindered by legitimate accounting. Accurately reporting financials is an albatross about competing automakers’ necks.
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Oh this is interesting. It is indeed mighty suspicious that Musk hasn't released a video of Tesla spraying the Cybertruck with the Tommy Gun. $TSLA
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Still pumping FSD despite being mired in lawsuits where Tesla claims it has only marketed FSD as L2.
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Did some more digging re deadly $TSLA crash. Pic below shows site from Google. Truck pulled out of truckstop on right, across lanes. Observe that 2/3 of truck was able to make it to center crossover lane before Tesla struck the rear. No skid marks. Almost certainly Autopilot.
As Dr. Devo says, this has all the signs of a classic Tesla Autopilot crash into a white trailer crossing path of travel, which 1.2mp cameras can’t see. Contrary to $TSLA bull claims downthread, does not seem Tesla’s system is learning, as this is same as Josh Brown’s 2016 death.
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I’ve grown tired of fighting Musk, $TSLA. & the Cult. Between this & the Ukrainian Starlink shutdown news, it’s clear that 1) reality doesn’t matter & 2) Musk’s protectors, whether in the government or elsewhere, will not allow him to face justice or consequences for his lies.
This is hilarious. US taxpayer dollars at work, subsidizing rich people EV purchases so that they can charge at a tax subsidized EV charging location generating power from a diesel generator. It would be far more efficient to just send the tax dollars straight to Elon.
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@BomsteinRick
That right there is a Tesla employee who must be reporting to the office daily and chugging the kool-aid in the water cooler.
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@MrChrisJustice
@ClarityToast
@willchamberlain
Apart from not understanding the mechanics of the merger agreement, you’ve completely mischaracterized what happened. Perhaps refrain from sharing this ignorant view further.
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@meiselasb
@AthleteDefender
Wow, glad to hear your client made it out uninjured. Please do go after Tesla before they hurt more people.
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1) Astounding thing to me is that market continues to believe Musk on vaporware pumps despite a consistent history of failing to deliver. Reality is all $TSLA has given us is 2 sedans & 2 crossovers (sedan derivatives) w/ mediocre L2 ADAS. Never delivered solar roof, Optimus,
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Tesla Model Y plows into restaurant critically injuring woman. How many Teslas have crashed through storefronts and walls? I lost count long ago. $TSLA
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@BriannaWu
He’s been this way his entire life. I’ve followed him closely and explained to everyone I knew a decade ago. It seems his flaws were always brushed aside for some sort of hope in a more important outcome. You can’t make an omelette without…
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Omar on $TSLA bull call claiming Model 3 has more room than Toyota Camry. Blatant lie. I literally rode in back-to-back Ubers in these models, 2 hours apart, this week. I’m tall & Model 3 had much less headroom (my head hard against roof glass) & foot room. Omar is a lier.
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Sometimes, when I think about Tesla, I think Musk overpromised. Maybe lied. Like when I think about Cybertruck. Or Semi. Roadster too. And FSD and robotaxi. Oh, and solar roof. Have I mentioned Tesla Energy? I dunno. Sometimes. $TSLA
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Cybertruck is a half-assed Kickstarter campaign, with all of the false promises, staged product placement and computer generated renderings.
I hadn't realized until a friend pointed it out today that Tesla claims this completely fraudulent price & range (100 miles more & $15,000 less than the new Model S) for the Tri-Motor Cybertruck. This fraud is no different from those of Theranos or Nikola.
That is all.
$TSLA
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This is pure embarrassment gold. Musk literally being laughed at by software engineers - even more of a burn than the Chappelle booing. Time for $TSLA bulls to acknowledge that their supposed genius is an emperor with no cloths.
How it started:
Ex-Twitter engineer asks Elon about new features to which Elon replied “to have high velocity features, there needs to be a total rewrite of the stack”
Elon Musk claims to be an engineer, but he can’t even answer simple tech question & attacks REAL engineers
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1/ The wild fantasy about $TSLA Optimus / bit circulated around social media by the
#Tesla
bulls is fascinating. It reveals their utter naïveté as to design, engineering & manufacture of complex hardware & software & current state of “AI”.
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@bgrahamdisciple
I’d say all accurate except for the “let’s do a deal at a much lower price”. Doubt he ever had any intention of doing a deal. He got to be in the spotlight again and sell $TSLA shares. Mission accomplished
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Goon could have said to me "I used WebMD to diagnose & treat myself" - it's going to replace doctors.
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One of the most deplorable behaviors of $TSLA bulls is promoting Autopilot / FSD as leading autonomous technology to boost the stock price, but then immediately disparaging the victims of crashes involving this technology as recklessly inattentive phone surfers to avoid liability
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@lopezlinette
@elonmusk
@BusinessInsider
Thanks for the great work. At some point all of this will matter and people will ask, where were the signs. They were right here.
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Tesla is literally a joke in the autonomous vehicle space. The criminal cabal of Musk, influencers, financial media and bankers / analysts promoting it all deserve to be in jail. $TSLA
Seriously, I wish I could share exactly who said what; Tesla comes up in EVERY conversation (no exaggeration) in this industry, and always ends in laughter. Seriously, NO ONE respects ANY decision Tesla has made with respect to autonomy. I cannot stress this more.
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Finally the California DMV begins to act about Tesla’s false advertising & claims with respect to Autopilot & FSD. How many lives were damaged or lost due to their failure to act sooner? $TSLA
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I'm back from vacation. These markets are nauseating. Garbage like $CVNA is ripping and $TSLA is over $900 for no good reason. It's sad to see what the US has become.
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Tesla single-vehicle crash leaves two dead. One of several stereotypical Tesla crashes that don’t happen to other brands. You’d imagine
@NHTSAgov
would want to know why. $TSLA
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Gotta say, Musk & $TSLA investors deserve credit for realizing this country has devolved into a lawless cesspit populated by degen gamblers and opportunistic parasite influencers.
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