Cliff Auerswald

@BitcoinPulseX Go home you’re drunk

Bitcoin will retest the $80,000 bull trap zone within the next 48 hours. If this structure plays out: BTC could drop to $44,000 within a few days. Save this chart. Don’t be the exit liquidity.

@GovPressOffice It feels a little fake and gay

IN HONOR OF CALIFORNIA’S 175TH ANNIVERSARY, WE WILL BE ROLLING OUT A VERY SPECIAL DRIVER’S LICENSE FOR EVERY CALIFORNIAN THIS SUMMER! IT WILL FEATURE A HANDSOME, HIGH-QUALITY PHOTO OF ME, GAVIN C. NEWSOM. MANY PEOPLE ARE SAYING IT’S THE BEST LICENSE EVER MADE IN THE HISTORY OF THE WORLD. THIS IS ABOUT CELEBRATING OUR BEAUTIFUL STATE (IT IS NOT ABOUT ME, DESPITE THE VERY HANDSOME PHOTO!). ENJOY! — GOVERNOR GCN

Tesla said something very important today: "We have evolved our vehicle sales strategy, where we now emphasize FSD as a product and the vehicle as only the delivery mechanism." Welcome to a new era of Tesla. 🤖

@munster_gene 🤚 from <50% to >80%

FSD subs grew 16% q/q (reported). FSD miles driven grew 93% q/q (looking at the chart in the deck). My take: Hard to believe. Looking for confirmation on the call that FSD miles driven grew that much quarter over quarter. If true, that shows existing subs are using FSD a lot more. $TSLA

Half the West calls him a villain. History will call him the only person alive who has simultaneously rebuilt transportation, energy, space, telecom, AI, neuroscience, and robotics. The gap between today’s noise and tomorrow’s verdict is wider than it was for Jobs, Edison, or Rockefeller. *** thanks to @DavidCarbutt_ and team for the edit.

@antibearthesis Evaluations are forward looking and P/E is not. Therefore you are missing the future. It’s technically that simple. Cheers

@CliffAuerswald lol great thesis

Unpopular opinion: $TSLA is the most overvalued stock on earth Last 3 years performance: - 0% revenue CAGR - Constant earnings misses - Profit margin 15% → 3% - 50,000 unsold cars Meanwhile: P/E has gone from 34x to 365x Same company, 10x multiple What am i missing?

@wholemars A bakers dozen!

it’s so gorgeous I want one. or ten

@elonmusk @BLKMDL3 Please bring us one to Orange County, CA. 🙏

More Tesla Diners coming

@TiffanyFong Love BPC-157 for recovery, it’s also like the gateway drug to peptides.

what the fuck are peptides? should i be taking them??

@DividendTalks $TSLA

You get ONE of these for the next 10 years. No selling. $GOOGL 26x $MSFT 20x $AMZN 26x $META 20x Most people will get this wrong.

@Jason @grok Would love to support and move away from Spectrum, but not at less than half the bandwidth. ( Not yet anyway! )

Starlink will be the largest subscription product ever created. Bigger than windows (400m) Netflix (300m) and Spotify (260m) — combined. @grok remind me of this is ten years @grok build a model that shows the path of a 1B subscriber product globally

Blasphemy! Retarded post.

The story of life

@wholemars How about just advertising?! We’re in the echo chamber on x hyping each other up while the average household has no idea what they’re missing. Gas prices are near all time highs and Tesla isn’t running a single ad - Such the missed layup IMO.

Send everyone an FSD free trial with 14.2 But don’t make it a 30 day trial. Make it a 1,000 mile trial. It expires after you’ve actually used it.

@wholemars They say the sky’s the limit- but that’s literally not true with Tesla / SpaceX / xAI convergence. Gonna be NVDIA cash flows on roids!

Because the market (and I) expects massive future cash flows.

@FinanceJack44 Because $TSLA is the only company that has the infrastructure and advanced manufacturing to bring real world Ai together.

For the $TSLA bulls out there, can you please explain to me why it deserves to trade at 330x earnings? $PLTR I can understand at 226x because it is growing revenue 70% with margin expansion. Tesla has no revenue growth over the past 2 years... I'm genuinely listening here, bring your best stuff.

@squawksquare @JoJoWrightxbrba As do I, still-get a life.

@JoJoWrightxbrba I live on an island and go to the beach almost every day. I think I do have a life. 🤣

$TSLA needs a new CEO.

Three perfect products: A car that drives you. A robot that serves you. An asset that pays you.

No Queens