Owlish

5.7K posts

Owlish

Owlish

@DJL2U

Woodbridge, CT Katılım Mart 2009
14 Takip Edilen43 Takipçiler
Owlish
Owlish@DJL2U·
@itstruthbitch @LeadingReport Thank you for recognizing my superior intelligence. Legitimate airlines hedge their fuel purchasing. Spirit's inability to do so plagued them in the past also. For your argument to be correct, all of the airlines would have gone out of business too. But go ahead.
English
0
0
1
9
Leading Report
Leading Report@LeadingReport·
Airlines for America President blames Elizabeth Warren and Pete Buttigieg for destroying lower air fares and thousands of jobs by annihilating Spirit Airlines.
English
164
1.3K
15.6K
282.1K
Owlish
Owlish@DJL2U·
@itstruthbitch @LeadingReport They already went bankrupt TWICE before fuel went up. War had nothing to do with it. Why’d they bankrupt TWICE? 👀
English
1
0
1
115
ItsTruthBitch
ItsTruthBitch@itstruthbitch·
@LeadingReport he can shut his bitch ass up… spirit literally said they cannot continue with jetfuel prices this high and that’s the reason they are shutting down… a merger with jetblue would not have solved that… it’s something directly caused by the unnecessary war with iran
ItsTruthBitch tweet media
English
25
2
49
5.8K
Owlish
Owlish@DJL2U·
@AnnCoulter They went bankrupt twice prior to this. They were gone long ago. Fuel prices don’t kill a legitimate airline. But go ahead, Ann.
English
0
0
0
2
Ann Coulter
Ann Coulter@AnnCoulter·
It was high fuel costs that was the final death knell for Spirit -- caused by a pointless war that has left everyone worse off.
Yogi@Houseofyogi

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren She must be so proud to add another casket to her achievements. Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service. JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes. The combined company would have held 9% of the US market against a Big 4 that already owned 80%. For anyone who understands numbers: 9% isn’t a monopoly against 80%. Warren said no. She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024. Her argument: the merger would cost consumers $1 billion a year. Now look at her collateral damage she dusts under the rug. 510 pilots gone in the months after. 1,800 flight attendants furloughed in December. 14,000 jobs in 2023. 7,500 last week. Zero tonight. And that’s just the people in Spirit uniforms. Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back. 40,000 people out of work because of one woman’s moronic crusade against the market. And the math ain’t mathing. Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%. That’s reality. Not some BS number from a “study.” So @SenWarren tell me how this saves the consumer money? Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years. Warren killed it. That’s what moronic politicians led by socialism do. Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.” A win. 14,000 people are reading termination letters tonight. And she’s taking credit. This is socialism in 2026. A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company. She saved you a billion on imaginary paper. She cost you ten times that in real life. She didn’t protect consumers from anything. 14,000+ will go from working to welfare. She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed. Higher taxes. Fewer jobs. More expensive everything. She called it a win. I hope you enjoy winning.

English
4.1K
2.5K
20.5K
1.3M
Owlish
Owlish@DJL2U·
@Houseofyogi You missed the biggest problem. This means that Spirit customers will be flying with the general population from now on.
English
0
0
0
5
Yogi
Yogi@Houseofyogi·
Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren She must be so proud to add another casket to her achievements. Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service. JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes. The combined company would have held 9% of the US market against a Big 4 that already owned 80%. For anyone who understands numbers: 9% isn’t a monopoly against 80%. Warren said no. She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024. Her argument: the merger would cost consumers $1 billion a year. Now look at her collateral damage she dusts under the rug. 510 pilots gone in the months after. 1,800 flight attendants furloughed in December. 14,000 jobs in 2023. 7,500 last week. Zero tonight. And that’s just the people in Spirit uniforms. Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back. 40,000 people out of work because of one woman’s moronic crusade against the market. And the math ain’t mathing. Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%. That’s reality. Not some BS number from a “study.” So @SenWarren tell me how this saves the consumer money? Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years. Warren killed it. That’s what moronic politicians led by socialism do. Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.” A win. 14,000 people are reading termination letters tonight. And she’s taking credit. This is socialism in 2026. A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company. She saved you a billion on imaginary paper. She cost you ten times that in real life. She didn’t protect consumers from anything. 14,000+ will go from working to welfare. She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed. Higher taxes. Fewer jobs. More expensive everything. She called it a win. I hope you enjoy winning.
English
5.9K
33.5K
124.2K
6.5M
TaraBull
TaraBull@TaraBull·
Describe Jimmy Kimmel in one word
TaraBull tweet media
English
27.8K
684
3.7K
849.2K
Defiant L’s
Defiant L’s@DefiantLs·
Jimmy Kimmel: Stephen Miller is “so racist. Stephen Miller puts the ‘cist’ in white supremacist. He’s like if baby Hitler traveled in time to kill us.”
English
571
970
17.8K
2.7M
MLFootball
MLFootball@MLFootball·
🚨🚨THIS IS INSANE🚨🚨 #Chiefs 29th overall pick Peter Woods purchased multiple Maserati SUVs for his mother & sister last night after he was drafted. Woods spent $200,000+ on the cars. Peter will only make 2.4 million per year after taxes. 😳😳😳
English
5.3K
619
14.2K
5.2M
George Noble
George Noble@gnoble79·
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
English
1.2K
2.6K
10.5K
1.2M
Owlish
Owlish@DJL2U·
@imPenny2x There’s always going to be the nicest house on the street. If we’re all loaded, who gets it?
English
0
0
0
3
Penny2x
Penny2x@imPenny2x·
99% of people really do not understand abundance as Elon describes it. The fundamental reason is that they don’t understand compound growth. Same people who would probably pick 1 million dollars today over a penny that doubles in value every day for 30 days. It’s a bad choice by the way. You lose out on millions. Imagine if that doubling object was a labor producing robot instead of a penny. Compounding labor. It’s actually crazy if you try and wrap your mind around it. So Elon mentions Universl High Income and the midwits flip a lid. “The elites won’t share” You don’t get it. They won’t need to share. They will make everything so cheap, it is effectively free. Charities will have immense resources to distribute. Unfathomable intelligence will exist to help optimize production and distribution. An unfathomably large labor pool will exist that operates on solar power exclusively. The public work projects that are erected will be unseen before levels of breathtaking. I think we are incredibly blessed to steward this new age of abundance. Can you see it now? Can you see the future?
English
5.1K
2.5K
18.5K
45.7M
ick
ick@ick_real·
I'm looking for a ridiculously old-fashioned girl's name for our new born . Think great-grandma name. Very old and rare. Any suggestions asap pls?
English
33.5K
774
22.1K
7M
Vince Langman
Vince Langman@LangmanVince·
What's the first thing that comes to mind when you see this guy 👇
Vince Langman tweet media
English
5.7K
229
1K
118.5K
Hypnotic
Hypnotic@HalcyonHypnotic·
Hot take but SpaceX is probably the best civil engineering company in the world. Somehow they are able to make these insanely complex ground system and building designs and find the perfect contractors and technicians to build out their ideas in months or 1-2 years. I feel like we need the SpaceX methodology and their contractors across many projects. If we did we could probably have gotten so much done and in a much higher quality. They say you can’t have fast, cheap, and good, but somehow SpaceX always manages to deliver on all 3.
Max Evans@_MaxQ_

SpaceX's Gigabay in Florida is coming along pretty well, ain't it? 😉 📸 - @NASASpaceflight

English
858
1.5K
16.1K
22.9M
Owlish
Owlish@DJL2U·
@offgriddesigner Just let Spacex do it all — this was hard to watch. Both for the extraction and the piss poor camera work. No 6 minute blackout w/ Starlink.
English
0
0
5
2.5K
Ryan
Ryan@offgriddesigner·
NASA do themselves zero favours
English
329
102
2.6K
3.1M
Owlish
Owlish@DJL2U·
@l__a10 I’m not out on this yet.
English
0
0
0
50
مَيساء | Miysa
مَيساء | Miysa@l__a10·
لا عاد يـ أبل تراكم مصختوها وش ذا بعد ؟؟؟؟
العربية
470
364
3.6K
3.4M
Owlish
Owlish@DJL2U·
@DKH013 There HAD to something in some of those Covid shots. What makes people lose their minds like this?
English
0
0
0
5
Emily Austin
Emily Austin@Emilyaustin·
Congrats on a very successful “No Kings” protest! Here are the results:
English
187
50
3.9K
2.9M
American AF 🇺🇸
American AF 🇺🇸@iAnonPatriot·
Liberal white woman says if Republicans are the majority, why’s there never counter protesters at the No Kings protests.. 👀
English
6.2K
296
3K
3M
Fighting Sullivan
Fighting Sullivan@dansullivandc·
@w_terrence It was a show of electoral force, and at 8 million protesters, not a shabby one. What does any protest accomplish other than to display the power of multitudes standing behind a movement?
English
80
0
21
4.7K
Terrence K. Williams
Terrence K. Williams@w_terrence·
What did the No Kings protesters accomplish? Serious Question
English
3.3K
292
4.3K
165.8K
Owlish
Owlish@DJL2U·
@AidanSimardone They left a ton of trash behind in our village, leaving us with a huge cleanup bill. Appalling.
English
0
0
1
168
Aidan Simardone
Aidan Simardone@AidanSimardone·
A thread of everything No Kings has achieved:
English
94
487
10.3K
882.3K