Remember the $TSLA will “grow 50% annually for the foreseeable future” comments in 2022? And that it would deliver 20 million cars by 2030? 2025 actuals: - Revenue DOWN 3% - Deliveries of 1.6M, DOWN 8% 2026 doesn’t appear to be much better. No new roadster demo (as was promised most recently for April and then silence), no semi still, super slow Robotaxi rollout, -0- Optimus deliveries, and even the energy business growth has slowed. Tesla proponents were expecting 2026 to be “the year” when Robotaxis and Optimus would add meaningful revenue. Robotaxi and Optimus appear as though they will be 0% of 2026 Tesla revenues. Now it’s “pump $SPCX” time. “$1 trillion in revenue by 2030.” Cool! Why was Q1 2026 growth just 15%? Why is Twitter revenue down 40% since acquisition? Why does XAI’s main source of revenue come from renting data centers it made for its own use? I say this as someone who believes SpaceX will achieve a trillion dollars in revenues, some day, but it’s just not gonna happen in 4 years! 10-15, maybe! That’s a big delta. SpaceX investors who might be new to “Elon time” and the huge number of Elon promises that he simply abandons over time, should keep this in mind. Starship was supposed to put humans on mars by 2020, “2022 at the latest.” We’re no longer even talking about Mars anymore! And 6 years later, Starship still hasn’t had a successful flight. And one thing that’s made it more difficult for him to achieve any of these goals is that he’s eliminated access to AT LEAST 1/2 of the talent pool with his hyper-criticism of anyone who disagrees with his politics, often painting those people as wanting to end civilization. I happen to agree with a lot of Elon’s political views, but if I didn’t, I certainly wouldn’t want to go work for someone who thought my views were intended to end humanity. This is the equivalent of shooting yourself in the foot. To some, it might seem wrong to criticize Elon, who is one of the most accomplished humans in history. His vision and drive have brought so much to life that was often thought to be impossible. To me, despite Elon’s accomplishments, it would be wrong to avoid criticizing someone, no matter what they did or said. His constant pumping of stock, completely irresponsible public timelines, and the never ending new promises of what his companies will do, but without realistic timeframes, and abandoning past promises with no explanation, are all worthy of criticism. Nobody should be beyond reproach!

RT @InOneScoop: @alojoh Tesla. In hindsight Elon knew holding up the stock price at that valuation required endless carrots. 1. Cybertruc…

I didn’t post about this before the S-1 was filed because I didn’t want to be a Negative Nancy, and I hoped my intuition was wrong. But now that we’re getting details this is actually exactly what I expected. No tangible benefit for retail, zero benefit for LT $TSLA holders.

hold up. elon massively overpays for Twitter, after tanking tesla’s stock via selling in the open market for months - right before a tech bear market twitter is knee-high in shit (debt), so he makes up a lie about bots to boost subscriptions etc all advertisers leave the platform, dropping revenues while interest eats up whatever is left of the profits he then creates a fake AI startup out of nowhere, raises billions in months then he acquires the failed Twitter company with the fake AI startup years worth of lying about FSD progress is catching up, and tesla’s market cap goes nowhere for five years as a result. in 2024, tesla tanks toward multi-year lows - until he makes a new lie: a new compact car stock rallies. he bets the farm on helping trump win the election he crashes out on christmas ranting about H1B’s - tesla’s stock crashes for months thereafter, as DOGE also fails to do anything useful. still no FSD. but wait - let’s have a car drive itself to a customer. then, let’s release 1 robotaxi in austin and say we’ll scale to 50% of the population by the end of the year. that’ll help buy some time. he then looks at spacex, which only does a few billion in revenue and has an idea: data centers in space bro. bc space is cold af! and unlimited free energy! he has spacex acquire his fake ai startup and prepare it for IPO in record speed amidst peak AI euphoria. “we can ipo this shit for $2T and then buy tesla so i can have my target % ownership. i just wont scale robotaxis or optimus until spacex is ready to acquire it” -master plan 5

The problem with $tsla uber bulls who are blinded by the stock & Elon are ignoring the "fundamental value" of the company. All these uber bulls talk about the Elon effect how Elon is the "true" value and FSD and Optimus right around the corner. If you zoom out and take your blinders off for a more than a second, you may realize that $tsla today is not a great investment. There is much more risk than potential upside. It doesn't mean that one day it won't shoot up like it did in 2020 but with SX IPO and potential merger diluation, its best to stay away IMO. I was one of the uber bulls that was blinded and all-in $tsla. However after I sold 3/4 of my position recently and looking to sell the rest, I was able to take a unbiased view of my situation and realized that I was betting pretty much everything on Elon. Of course the bulls will say never met against Elon, but selling your shares to diversify or reduce your concentrated risk is not betting against Elon. If your an $tsla investor, I challenge you to step back and take a very close look at many other opportunities in the market and be honest with yourself, do you truly believe $tsla will be the best company(risk/return) in the next 5-10 years and if you do, are you willing to wait in the "hope" that this comes true sooner than later? Its almost June and it will be 1 year since the robotaxi launch in Austin. As an $tsla investor you have to question why its taking so long? What happened to all the promises/predictions from Elon and how can they be so far off? You've been waiting almost 5 years now for the stock to take off but what if it takes another 5 years? IMHO "hope" is not a strategy and I challenge the uber bulls to re-evaluate your thesis or you may be waiting much longer than you think and missing out on all the other potential AI opportunities that are out there. "AI" is a once in a lifetime generation opportunity, don't get blinded by $tsla's "hope" and miss out!

On 4/7, almost a month ago I sold 3/4 of my $TSLA to go into $MU. 4/7 Closed: $TSLA - $346.65 $MU - $377.58 Today's 5/5 Close: $TSLA - $389.36 ( 12%) $MU - $640.20 ( 69%) Only regret I have is not selling more $TSLA. The opportunity cost is tremendous holding on the $TSLA! At some point, I believe $TSLA's time will come but current $TSLA holders are missing out. Shoutout to Rebellionaire for bringing $MU to my attention!!! @bradsferguson @nerdalert

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To my fellow $tsla bulls who keep criticizing those who sell their shares before the robotaxi launch need to be more open minded and get their heads out of the bubble. I'm a long-term $tsla bull with significant shares and I'm not selling but people sell for many different reasons. Not necessarily a fan of Gary Black but nobody talking about gary making the "correct" move by selling last week. Obviously nobody could have predicted the fallout between Musk & Trump happening this week but signs were there and it shouldn't be a suprise this happened. What is clear and undisputable fact for $tsla investors is that this stock is absolutely brutal and volatile like no other and all it takes is a couple tweets and the stock falls 17% in a few hours. There is now more questions and FUD on how this plays out moving forward. We are also one tweet away from Trump saying he thinks that vision only approach for Tesla FSD may NOT be good and more dangerous for federal automonous framework approval for the stock to crash another 15-20%. Yes $tsla will eventually recover long-term but Tesla's manufacturing & scaling advantage gets significantly reduced when you have to accomodate every state regulatory requirements separately vs. having one nationwide regulatory framework. In that scenario, Waymo has a much bigger lead as they already have the approvals and tesla doesn't. Right now Elon and the $tsla community assumes profits from robotaxi & unsupervised FSD to materialize in the 2nd half of 2026, but that was based on assumption of federal automonous framework that would allow tesla to scale rapidly across many different states nationwide. If we had to do this state by state, how long would that take while the EV car business continues to decline where profits fell 40% in Q1? And if the BBB passes then the energy profits will take a hugh hit as well. In that scenario, there is no way $tsla stocks would maintain the current price and we could be looking at another $100-$150 price range in the next 3-12 months. And if you're being honest with yourself, no $tsla shareholder truly wants this to happen again. Elon has potentially caused some significant short-term damage to tesla and its shareholders. In the long-term we will recovery but that is always going to be a risk no matter what with Elon in charge so those who criticize other who sells; you are being short-sided and blind to the reality of the current state. @wholemars @CuriousPejjy @garyblack00 @WR4NYGov

FSD trying to go on Red light! WTF? In the past week, on 2 separate occasions, I’ve had FSD 12.6.4 on HW3 tried to go on red before the green light came on. I’m not sure why it’s trying to do this but can feel the car getting anxious wanting to go. Anyone else encounter this? This is a safety critical intervention that needs to get fixed asap. @aelluswamy @elonmusk

Lindy Li - Obama’s Third Term, Kamala Paying Beyoncé, Cardi B, and Oprah... youtu.be/ZHXVeLVHWuY?si=ZAhO… via @YouTube Anyone who still give the Democratic party, any benefit of doubt needs to watch this. Linda basically confirmed all the coverup and corruptions we all suspected.

Since its Dec. and I kind of know what my 2024 AGI will be, I'm thinking of doing a Roth Conversion of my $TSLA by end of year. I will convert only a certain number of shares to keep me in a certain tax bracket and have the cash to pay the tax bill in April which will be hugh. Main reason is that I want to convert now so it can grow tax free in Roth as opposed to when its like over $1K/share in a few years and then convert them. Anyone else thinking of doing this? NFA, as everyone's tax situation is different.

NEWS: Tesla has released a new video of its Optimus robot walking up and down a hill.

$BTC just touched $100k

Can you guys forward to Elon/Tesla so they can fix this? @farzyness @wholemars @SawyerMerritt

During the Senate GOP lunch today, Moran told colleagues that Rand was at the gym this morning, per two sources briefed on the lunch, and that he was swimming in the pool. Rand got his COVID-19 results back this morning.