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East Bay G
68.2K posts

East Bay G
@BaronBlitz
Union Member. Politically Progressive because, I care about People over Corporations. My opinions are mine alone. Excuse my typos. I tweet on the fly.
East Bay, California. Katılım Eylül 2009
6.7K Takip Edilen2.4K Takipçiler
East Bay G retweetledi

We have a year’s worth of economic data since Liberation Day, when President Trump announced much higher tariffs on most imported goods and countries, and the data are definitive; the tariffs have done significant damage to the economy. Since that day, job growth has come to a standstill, with only the non-traded healthcare industry adding meaningfully to payrolls. Also, since that day, inflation has accelerated, with the consumer expenditure deflator increasing at a 3% year-over-year pace, up from 2.5% before the tariffs and well above the Federal Reserve’s target of 2%. And the trend lines don’t look good, especially as the economic fallout from the Iran War hits with full force. The higher energy and other commodity prices caused by the war threaten to do even more economic damage than the tariffs, further undermining growth and pushing inflation higher. The U.S. economy is resilient, but just how resilient is set to be tested.

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East Bay G retweetledi

East Bay G retweetledi

Another day, another f^cking MAGA Trumper pervert and pedophile arrested! Joel Lyons Jr of Chauvin, Louisiana was arrested and faces serious charges of distributing child abuse material of victims under 13 and sexual abuse of animals. 😡 kqkinews.com/chauvin-man-ar…

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East Bay G retweetledi
East Bay G retweetledi

We are celebrating May the 4th by giving away the Darth Sidious™ (Special Edition) Sixth Scale Figure by Sideshow. For a chance to win:
LIKE this post
FOLLOW us
Reply w/ your fav dark side moment
Use #SWD2026
Tag 1 friend in reply
Ends 5/1 @ 8 PM PT T&C side.show/contest

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East Bay G retweetledi

‼️GIVEAWAY: Win any game of your choice...
It can be💿Physical 🖥️Digital🎮Any Platform
Even Pre-Orders! To enter:
👍Like + Retweet
🏃Follow @imgamehunter
💬COMMENT: Game choice, Platform, Country

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Happy Star Wars day to all who celebrate! #MayTheFourthBeWithYou
What's your favourite Star Wars game?
Do you have any installed right now? 🌌

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Trump Is Making Khrushchev’s “We Will Bury You” Real for Putin. Why? open.substack.com/pub/thomhartma…
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East Bay G retweetledi

HAPPY MAY THE 4TH YA GEEKS!!!
And what better what to celebrate STAR WARS but with a STAR WARS CLASSIC COLLECTION giveaway?
1 winner! 9 games!
Like & Repost ❤️🔁
Leave an optional comment of your favourite Star Wars quote or character.
Steam key, winner picked this Sunday! (10/05... that's european dating for you confused yanks out there 😜)
Good luck, and (obligatory) may the force be with you!

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East Bay G retweetledi

Tesla is the most successful CON in the history of capital markets.
Not because the cars are bad.
But because the entire business is engineered to impress on first glance and collapse under scrutiny. And the culture around it has made facts completely IRRELEVANT.
I've never seen a company where the gap between what is promised and what is delivered is this wide, for this long, with this little accountability.
Tesla's Full Self-Driving system is marketed as autonomy. But it is not autonomy. It is a camera-only system running probabilistic inference.
The car is making statistical guesses about what it sees, thousands of times per second, with no redundancy when those guesses are wrong.
Probabilistic inference controlling a two-ton vehicle at highway speed with your family inside.
NHTSA has two open investigations covering 3.2 million Tesla vehicles. One was escalated to a formal Engineering Analysis in March after 9 crashes, including a fatality, where the system FAILED to detect sun glare, fog, and dust. The cameras went blind and the car kept driving.
In Austin, Tesla's robotaxi fleet has reported 15 crashes across roughly 800,000 miles. One crash every 57,000 miles.
The average American driver has a police-reported crash every 500,000 miles. Tesla's robotaxis crash at roughly 4x the human rate, WITH a safety monitor sitting in the car whose only job is to prevent crashes.
Waymo operates over 2,500 fully driverless vehicles across multiple cities with no human backup and maintains a crash rate 85% below human drivers across 127 million autonomous miles. Tesla has ONE unsupervised vehicle in a tiny section of Austin.
But here's what really makes Tesla different from every overvalued company I've ever analyzed:
The facts do not matter to the people who own this stock.
Every missed deadline, every broken promise gets filtered through the same response: attack the messenger.
Call them a short seller. Call them a hater. Anything to avoid looking at the actual numbers.
It's an online ecosystem that has made itself completely immune to facts. And Musk baked that dynamic into the culture from the beginning.
Every time the fundamentals deteriorate, the faithful don't sell. They double down.
When your shareholder base treats every dip as a buying opportunity regardless of the data, the stock becomes untethered from reality entirely.
That's literally a religion with a ticker symbol.
I highly suggest you read Edward Niedermeyer's book Ludicrous on this.
And now it even gets WORSE...
CapeFearAdvisors published a piece this week that should be required reading.
Tesla's 2025 CEO Performance Award contains a change-of-control provision:
In the event of a change of control, ALL operational milestones are disregarded.
No million robotaxis, Optimus robots, or $400 billion EBITDA.
NONE of it.
So if SpaceX acquires Tesla at $8.5 trillion, every tranche of Musk's 423 million share award vests immediately. A single acquisition at that price triggers the full vesting of both plans at once, with no way to claw them back.
The milestones everyone argues about are just a distraction. The mechanism is the change-of-control language buried in the SEC filing.
This is about engineering the largest personal wealth transfer in modern financial history and using the narrative machine to keep the price elevated long enough to execute it.
I've seen every bust of the last four decades.
But this one is different because the cult of personality is stronger than anything I've witnessed. The movement around this stock cannot be touched by facts, and that is what makes it so dangerous.
But the math always wins. ALWAYS.
It just takes longer when the con is this good.
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@bennyjohnson Trump cheered the DEATHS of Reiner and Mueller. Get out of here with your phony outrage.
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@RymeyyTv I'm truly sorry to hear that you're going through a rough patch. I hope it all gets better soon.
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@JeffreyHartmann I feel your pain, brother. Keep plugging away and they'll realize you have talent.
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