@rbernier22
@70ChevyNova
I’m dead serious.People assume he’s smart because he’s made a lot of money. If you listen to him talk with an open mind &/or about a topic in your area of expertise, you will realize that he isn’t exceptionally smart. He says more idiotic things per minute of speaking than most.
True story: In my family, it is a running joke that I refuse to park near Tesla cars because they might ignite. My kids will often give me a hard time if there is a Tesla within 10 or 20 yards of my chosen parking spot.
I rolled up my sleeves & compiled this list of Tesla insiders who have taken advantage of the 40+% price drop & purchased Tesla stock in the open market in the past year. This list reflects the confidence management has in the company’s prospects.
@boriquagato
@TeslaCharts
Being short $TSLA is like living in a neighborhood where everyone thinks piles of dog shit are worth hundreds of dollars each, I keep saying that dog shit is worth zero, and all my neighbors keep saying the dog is a shitting genius and dog shit price bro. 💩
My 18 yo son recently opened his 1st trading account & bought a few stocks. Yesterday, I told him not to get discouraged. He responded: Last week, I sold all my positions and bought puts on 3xNasdaq etf. I am doing great. I can’t decide if I should be proud or terrified. 🤷🏻♂️
My Tesla/Elon Spidey senses are flashing a 🚨:
1. No Elon tweets for a few days.
2. Special K flight to Teterboro.
3. Weird layoffs.
4. Gigantic money furnace comment.
5. Berlin problems.
6. Q2 debacle.
7. Birth rate nonsense.
Fun fact: Elon Musk dumped billions in Tesla stock on Dec 12. Q4 deliveries were well below expectations, after numerous price cuts. Insider trading secured?
Elon Musk and Tesla are going to get smacked by the SEC. Time stamp it. IMO, Musk’s letter to the court today is meant to pre-empt an investigation by the SEC that is not going well for Musk and Tesla.
My translation of Elon’s tweets this morning: I can walk away from Twitter without paying breakup fee. If you sue me, I will show how your communications were fraudulent, and that was the reason I backed out. Lets do the deal at a MUCH lower price.
If Elon Musk wanted to make a clear and strong statement urging people not to abuse Tesla autopilot, he could easily do so. He has chosen not to to do so and has a lot of blood on his hands as a result.
Here is my analysis of SEC v Elon Musk and Tesla, in light of yesterday’s WSJ story. Truly extraordinary and unprecedented events. I have spent more than a couple of decades working as a securities lawyer, so I know a few things about how the SEC operates and thinks. Enjoy!
Elon sold a mere 4.7% of the volume traded over 3 days and the stock dropped by 12.3%. I assume he likely wanted to sell more, but the stock couldn’t handle it because the exit door was too crowded.
2/ Musk insists funding was secured when he announced that he planned to take $TSLA private. “I was forced to concede to the S.E.C., unlawfully,” Mr. Musk said. “I was forced to admit that I lied to save Tesla’s life, and that’s the only reason.”
Fun fact: When Elon loses the Twitter case and the judge orders him to close the deal, Elon will effectively end up paying Twitter’s enormous legal bills and will own a company that is much worse off because of his baseless attacks and tactics.
I am old enough to remember when Tesla supposedly had over 1 million Cybertruk reservations and was staffing up and building factories to manufacture them.
H/T to those who correctly concluded that Elon Musk’s anti-remote work email was an effort to get Tesla employees to quit in order to reduce severance costs.
Inspired by the SpaceX capsule docking with the ISS this weekend, a Tesla Model 3 uses its cutting edge autopilot software to dock with a tractor trailer.
I hadn’t paid much attention to Elon’s margin loan for a long time because he was so far from a margin call, but someone nudged me to take a look. Here is a quick analysis. Musk could be pretty close to a margin call.
Here is my list of Tesla catalysts for 2022:
Jan: Fraud
Feb: Fraud
Mar: Fraud
Apr: Fraud
May: Fraud
June: Fraud
July: Fraud
Aug: Fraud
Sept: Fraud
Oct: Fraud
Nov: Fraud
Dec: Fraud
This Tesla video is more fake than Tesla’s accounts receivable. Check out the self moving shirt (easily seen thanks to my pausing & rewinding). Did Tesla hire the claymation team from Wallace & Gromit?
I guess the lesson we are all supposed to learn from regulators is that rolling a truck down a hill for a promotional video is prohibited, but this crap is fine:
Elon: I want to buy your house.
[Owner]: Ok, but only if you waive the right to inspect for termites.
Elon: Done!
[Owner]: Great, we have a deal.
…
Elon: I THINK THIS HOUSE HAS TERMITES! I DEMAND TO DO A FULL AND COMPLETE TERMITE INSPECTION!
[Owner]: No. PS. You are a 🤡
March 14: Elon Musk acquires over 5% of TWTR. March 24: 13G filing was due. March 25: Musk poll about Twitter. Consequences “important.” Apr 4: Musk files 13G 11 days late. Claims he is passive despite clear intent to influence Twitter management.
@garyblack00
@elonmusk
How can you claim “As we expected” when you tweeted yesterday that it was “hard to fathom” that Elon would sell at this low valuation?
$TSLA -4% lower today vs NDX +1% with 176M volume almost 2x normal. Much speculation Elon selling TSLA shares again before 4Q trading window closes Fri until end of Jan. Hard to fathom Elon would sell $TSLA at near all-time low 28.8x forward P/E (record low 28.6x 1/25/2019).
Recap: Elon Musk filed his TWTR 13G 11 days late, it had the wrong # of shares, he failed to answer Item 3, & he was obligated to instead file a Form 13D. Other than that, he handled his obligations perfectly. I am sure Twitter’s Legal department can’t wait to work with Elon.
Great job this week everyone. Excellent FUD all around. It is now time to give out the weekly award for the most valuable member of team $TSLAQ. This week, the award goes to Elon Musk. 👏👏👏
For those amazed at the sight of LIQUID stocks getting blown out Friday due to the Hwang blowup, imagine what it would look like if Cathie Wood ever had to blow out of Ark’s large collection of illiquid positions.
Jerome Guillen knows. He has filed to sell over $100 million of Tesla stock in the past week. Remember that time someone sold $100 million of stock right before a massive technological breakthrough? Yeah, me neither.
Breaking News: Jonas raises his Tesla price target from $540 to whatever-it-takes-to-get-Morgan-Stanley-a-piece-of-next-cap-raise (or $810). Jonas values Tesla Insurance at $37 per share (🤣) and and non-existent 3d party battery supply business at $96 per share (🤣🤣).
Can someone please explain why production slowdowns hurt Tesla deliveries in the quarter during which Tesla had the largest inventory build in its history?