Rector
2.4K posts
@kiiLkenny It's insane to me how many of these millionaires don't have their own personal drivers. Especially when knowingly going to be getting wrecked SMH
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🚜 Curious how American farmers are benefiting right now — or exactly how much each state has saved?
👀📲 ONLYFARMS.GOV
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TRUMP: I told you about a present. Steve, can I reveal the present?
WITKOFF: You can do anything you want, sir
TRUMP: They said to show you the fact that we're real and solid and we're there, we're gonna let you have eight boats of oil. Eight big boats of oil. I think they were Pakistani flagged
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🚨#BREAKING: President Donald Trump’s signature is set to be added to U.S. dollar banknotes as part of a redesign commemorating the 250th anniversary of American independence.
Under this change, his signature would replace that of the U.S. Treasurer, whose signature has appeared on all U.S. currency since 1861
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Just landed in Newark and stopped to thank some ICE agents 👍🏽 thanks you, gentlemen 🫡
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Great job guys, $75 BILLION well spent
DO THE DEMS EXPECT WATER TO HAND ITSELF OUT??
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We went from Zuckerberg for Prison to Zuckerberg now being appointed to President Trump’s White House Tech panel.
So much for accountability! Zuckerberg deplatformed President Trump, censored his supporters and then helped steal an election.
What a slap in the face to MAGA!
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@mikepat711 @Ricky_Retard0 @gnoble79 Mod s plaid… have nothing against their cars. It’s their valuation and timeline to deliver vs. claimed in prototype…
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@RectorCPA @Ricky_Retard0 @gnoble79 If you’re sitting in a HW4 Tesla and have witnessed the last 2 years of updates, the trajectory is so blindingly obvious that statements like this are infinitely close to worthless
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Tesla is a $1.3 trillion company that sold fewer cars this year than last year.
And fewer last year than the year before.
That should tell you everything you need to know.
2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history.
And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets.
France down 42%. Netherlands down 67%. Norway down 88%.
BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month.
The brand is in FREEFALL.
Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%.
And the stock trades at 365 times trailing earnings.
Let me say that differently:
Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns.
The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service."
So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday.
Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE.
The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight.
And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure.
So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale.
On 365 times earnings.
Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards.
I think this stock goes down 90% from here.
Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects.
A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists.
I know that sounds extreme. But 45 years of doing this has taught me something:
When you can see the seams on the fastball, you SWING.
I can see the seams.
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@Njbeacbum45 Framed by a biased Judge and a corrupt Jury Forewoman stonecoldtruth.com/p/the-special-…
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Did my wife and I deserve the 6 am raid on our home by 29 heavily armed FBI Agents complete with CNN camera crew only to learn 18 months later the Mueller hid exculpatory evidence that proved I had committed no crime?
You are nothing but a pompous ass kisser devoid any particular talent or understanding of politics
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It has been an honor and a privilege to serve as the 8th Secretary of the Department of Homeland Security.
I want to thank President Trump for entrusting me to lead the department leading the fight to Make America Safe Again. In one year, the patriots at DHS delivered the MOST secure border in American history, 3 million illegal aliens have left the U.S., located 145,000 unaccompanied children, delivered disaster relief at a 100% faster rate, ushered in the golden age of travel, saved the American taxpayer $13 billion, and revitalized the U.S. Coast Guard.
As Special Envoy for the Shield of the Americas, I will build on the years of national security expertise I forged during my time as Secretary of Homeland Security, Governor of South Dakota, and Congresswoman on the House Armed Services Committee.
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The entire row is alllllll yours.
Welcome to United Relax Row, three adjacent United Economy seats with adjustable leg rests that can each be raised or lowered to create a cozy lie-flat space for stretching out...
You'll also get a mattress pad, blanket and two pillows. If you’re traveling with kids, a plushie too! United Relax Row will be available starting next year on more than 200 of our 787s and 777s, each with up to 12 of these brand-new rows.
united.com/Elevated
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@jimcramer Well they went up on presidential bullshit just minutes before open yesterday…. Let’s not get too far ahead of ourselves, we’re not sure if Barron and Eric are long or short yet this am…
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It is always intriguing to me to see the futures turn down sharply based on no new information as has happened this morning
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You can’t make this stuff up!!
ICE agents show up at airports, and suddenly TSA wait times in Minneapolis drop to less than five minutes!
Called it!! 😂😂😂
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The crash that happened last night at LGA is a reminder that a new air traffic control system needs to be a TOP PRIORITY.
We need more money from Congress to finish the job. It’s not about politics. It’s about SAFETY.
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Rector retweetet
@LauraLoomer Her some noise canceling over the ear headphones and quit whining. Everyone listens to you cry daily already…
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Not in Business or First class. People pay to have comfort in Business and First class so they can work, not listen to crying babies.
I don’t want to listen to crying babies when I’m traveling for work and paying more for comfort while I work.
Isabel Brown@theisabelb
Babies belong in public & on airplanes
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