Expect t*ump to go nuclear any moment now. I think he will pull the "Elon was an illegal immigrant" card and try to revoke his citizenship.

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC

RT @ValueAnalyst1: @freshjiva $TSLA Biased Influencers cannot be fully open and honest about Elon Musk, Tesla, or FSD because if they are,…

If someone put the required deposit on a Tesla Roadster when pre-orders opened in 2017 into Tesla stock instead, they’d have made over $800,000.

We're bringing @Waymo to more places, faster than ever. This reflects years of building foundational AI tech behind the Waymo Driver and operations that enable us to scale safely and efficiently to major U.S. and global cities.

We’re bringing Waymo to more people, sooner 🚙 If you see us driving in your city, it’s because we’re working hard to serve you in the future. Learn more about our expansion plans: waymo.com/blog/2025/07/bring…

Wake up, America.

Over $6 million dollars and 200,000 donations in one week. California and the nation are ready for this fight. Look out, Donald Trump. Your election rigging scheme is about to fall apart.

You stayed classy, San Diego. Thank you to the thousands who demonstrated peacefully today. No arrests, and no incidents. #SanDiegoStrong #OneTeamOneMission

Just for the record - Over the past 10 years he's said the same thing about Hardware 1, Hardware 2, Hardware 3, and now Hardware 4. All without ever releasing FSD Unsupervised. Hey @elonmusk - Why did you delete the tweet about @realDonaldTrump being in the Epstein Files.

This is a possibility. It could happen.

Time to unmute @elonmusk again 😃. After months of useless nonsense, finally something entertaining.🍿🥳

This is an incredible video. A complete and total takedown of Elon by Scot Galloway. Both Piers Morgan and Mr. Horrible were speechless. Share if you agree.

Minutes after King Charles torched Trumpism in Parliament... PM Mark Carney stood up and detonated decades of military dependence on America. 💣 His declaration? Canada is out. Out of NORAD’s shadow. Out of Washington’s grip. Read more here: 2/ open.substack.com/pub/deanbl…

But Trump has said over and over again that foreign countries pay tariffs, not US businesses or consumers. If that's true, why would Walmart have to eat anything?

Watch this.

An American pope who fights with JD Vance on Twitter? I am so in

Buffett once famously said that he will retire five years after he is dead. Now he is retiring a year and half after his best friend Charlie Munger passed. The loss of his best friend must have meant so much to Buffett!

Buffett: "You get resentment when a nation that just won the game tries to tell everyone else how to play. A few hundred years ago, it was other countries running the world. Now it’s us, and suddenly we’re offering advice. I think that's a real mistake in communication & persuasion"

What??