LONGTSLA

@Geniustechw Looks like you are eating well.

Should stay at home moms get a salary from their husbands? 🤔

@iampolaris1069 @DrAlmarielao It wasn't her - it was the three guys.

One chick, 3 dudes, the bartender was protecting you. You had already had enough tha your judgement was impaired and he wasn’t going to allow you to be overserved and end up being raped.. I guarantee that’s what he was doing. You being butt hurt about it is your problem. Also , there might be more to the story with regard to one of the dude you were with. The bartender might have knowledge about some shit that you don’t know and he can’t tell you because of legal issues. In Totality though, that bartender probably saved your ass and you need to be thankful

She thought it was the perfect date, mini golf, drinks, laughter at PopStroke, the kind of night that feels easy and fun. They even made new friends, kept the energy going, and decided to head to another bar nearby to continue the night. Everything felt smooth… until they walked in and the mood shifted instantly. IDs checked. One question asked: “Have you been drinking?” She said yes and just like that, the bartender shut it down. No drinks. No debate. “You need to leave.” Confusion hit fast. She wasn’t causing a scene. She had a valid ID. Nothing felt out of control. So why her? Why now? She even went back to test it again, different company, same answer. Still refused. No explanation. Just a firm “not tonight.” And suddenly, what felt like a fun night turned into a moment she couldn’t stop replaying. Was she being judged… or was something else going on? The internet had its own take, and it wasn’t what she expected. Sometimes the moments that feel unfair in real time might actually be someone stepping in for a reason you don’t see yet. If you were denied service like this… would you be offended, or stop and wonder if they saw something you didn’t?

Do you tip 25% or go to the next restaurant?

@R0BBIE @Tesla Much better than any traditional dealership by a factor of 10.

Sad it’s come to this. If buying a car feels like fighting a chatbot, something’s broken. @tesla

Short the stock - we will see you on the other side. HW3 cars aren't the issue; you had to have bought the software to qualify for a processor upgrade. The take rate was 9% overall - many of those vehicle customers have already taken over the upgrade option. The others can and will be retrofitted (like they did with my HW2.5). My 20K shares have an ASP of $12. If you think I'm selling at the finish line, you are mistaken. Let the company cook - they are close.

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

Hell yes.

@Dr_Crossroads I like the stock

$TSLA I've sold the last of my Tesla position. Tesla has been in a weird place for me for a while. I love the product. I am enamored with how amazing FSD (in a HW4 stack) is, and how excellent the vehicle is. My wife and I aren't likely to buy any vehicle that isn't a Tesla, and I'm already thinking of that nice upgrade (3-4 years from now) for my '22 Model 3. I also would love to own an Optimus at some point. I love the vision, the vertical integration, and wouldn't bet against Elon. Yet the stock is not the company. Tesla has always traded at a premium, but that premium is increasing over time. That's fine if it's in anticipation of significant future acceleration, but it's questionable when that happens. On the call, they stated, “over time, we expect our hardware-related profits to be accompanied by an acceleration of AI, software and fleet-based profits,” but were effusive on the dates. That's probably for the best, as Elon timelines usually need to be extended. Gross margins have improved, and the P/FCF looks like it's improving, but with the CapEx they're needing to do, this ratio will soon be negative. I don't mind buying a stock with extreme multiples, but I see easier opportunities with clearer runways for acceleration elsewhere. Tesla hasn't been a meaningful position for me for over a year, but I'm out for now. I'll still be rooting for the company (and shareholders) even while hoping the stock comes down to more reasonable levels where the R/R fits my portfolio better.

@CuriousPejjy 10 - no BS, just put it out there and get to work. Street might not like it, but they can place their bets. Owners know what's up.

From a scale from 1-10, what would you rate $TSLA's earnings call..?

@LucidI28702 @LucidMotors Painful, but a good move. Take the tax benifits and move forward.

I sold my 115000 $LCID stocks this morning for nearly 1.2 MILLION LOSS! Despite my high optimism & patience, fear continued to grow, esp as it dropped 25% to below 7 in 1 week!! It has been very painful & stressful 24x7 to watch this stock crash from 18 to 6 @LucidMotors

@RealJimChanos Amazon= Just a bookstore.

Always important to read the fine print with $TSLA. There were “one time benefits” in the 1Q from tariffs (Rebates?) and warranty expense.

@Mindset4Money_X Amazon = They will never compete with Barnes and Noble.

$TSLA: "Our revenue is down over 3 years." Market: "Sounds like you deserve to be worth 3x more!"

@business The only thing that is slow is your reporting. Elon's not going to date you, Mike Bloomberg. Get over it.

Tesla’s sales of batteries big enough to power data centers or the electric grid saw rapid growth, until an unexpected slowdown this year. bloomberg.com/news/articles/…

@business Why not report on the destroyed manufacturing plant that was supposed to build the R2? You know, reporting the news instead of just bashing Tesla and praising Rivian and Blue Origin? THIS IS WHY NOBODY LISTENS TO THE NEWS ANYMORE.

Rivian is betting its next-generation R2 SUV will do more than boost sales. The higher-volume vehicle is key to unlocking the EV maker’s autonomous driving future. bloomberg.com/news/articles/…

It just keeps getting WORSE?! This is the dating hellscape. Should men STILL have to pay for the date if the woman is going on 2 dates in 1 night?

@dunnde @IfindRetards

that is a horrendous earnings report from $tsla record stock based comp; no idea hwo they magically still ahve 380 of regulatory credits??? look at the stretch on account payables and accrued liabilities smfh i mean fine rip it its numbers on a screen but this report is bad

@Medline recalls-rappels.canada.ca/en/alert-recal…

Medline announced a Prime Vendor agreement with LifeBridge Health, providing access to its medical-surgical products, including custom surgical instruments trays, and distribution capabilities to help streamline ordering and provide timely delivery. ms.spr.ly/6018QIRWr

@Medline Great yahoo.com/news/articles/…

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@business How is this a SpaceX thing again, Bloomberg?

The failed launch of the New Glenn rocket from Blue Origin raises doubts about the Jeff Bezos-backed startup’s ability to be an alternative to SpaceX. bloomberg.com/news/newslette…

@Reuters Look, are Reuters giving these idiots airtime instead of actually covering newsworthy events. What a waste of energy.

Protesters gathered outside SpaceX's Starbase facility in South Texas as the company hosted Wall Street analysts ahead of a highly anticipated IPO

@business @opinion Stop smoking crack Bloomberg. You need to go to bed.

The SpaceX IPO is about Elon Musk Elon Musking the Elon Muskiest of Elon Musk. (via @opinion) bloomberg.com/opinion/newsle…