Deep Throat (TOTALLY A PARODY)

So....a $TSLA price target of $700 EOY 2026 ....after you were 20% short on your 2025 target ($575 vs an actual of $450)... A 55% gain on declining revenues and earnings... I'm going to pin this... Hope you don't mind....

@EricTrump So.. $ABTC has a market cap of $837 million.. buying $BTC is all they do....that puts the value of the $BTC they own at $119,000 ($837m/7k) $BTC Is currently at $66,000 So the inIntrinsic value of this company Is that they can buy bitcoin really high prices? What am I missing?

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Retail exit liquidity secured!!

@BullTheoryio "You are welcome..." Sincerely, Xi

BREAKING: Bitcoin dumped -$1,700 from $66,710 to $65,000 and liquidated over $185 million worth of longs in 60 MINUTES. But then it pumped +$1,400 from $65,000 to $66,400 in 15 MINUTES and liquidated nearly $14 million worth of shorts. All this happened in the last 75 minutes. This is another example of manipulation on the low-liquidity weekend to wiped out both leveraged longs and shorts.

@garyblack00 @wholemars Generally, I value any stonk on a ttm p/e (reality) once I determine that the fwd p/e (fantasy) is proven to be unreasonably pumpy... H/T macrotrends.net

No investment professional values $TSLA on trailing P/E. Everyone uses forward P/E or its close cousin DCF. But let's be honest: The use of forward or trailing P/E is not the reason TSLA has underperformed NDX for five years. TSLA has underperformed because it has never lived up to the hype that its vehicles will drive themselves unsupervised and autonomously by next year, or for 50% of the population by year-end, or for 25-50% of the U.S. by year-end as promised today. Despite all the assertions that Teslas drive autonomously today without supervision, TSLA still has only 9 robotaxis in operation without safety monitors (2.1% of fleet). TSLA results have never matched the hype.

A rather pedestrian take you hear often in markets is “Why is Tesla trading at this valuation when their revenue was down 3% in 2025?“ Longtime Tesla investors take a broad view on this. We believe that eventually the vast majority of cars will be fully battery powered, and that the grid will need a lot more battery packs as well. There may be periods of very rapid EV adoption, like the early 2020s, or periods of weaker growth like we’ve been seeing in recent years, depending on oil prices, interest rates, regulations, incentives and other factors. But in the view of Tesla bulls, that doesn’t change the long term trajectory. When you look at the market from that perspective, we are still in the very early days. You’re laughing at Tesla’s contracting earnings and missing the fact that at least they HAVE earnings. Meanwhile the competition is shutting down their EVs and even Chinese giants like BYD are struggling. Creating an EV company that is actually profitable was an incredible engineering feat that has been difficult for legacy auto, competing EV startups, and even the Chinese to replicate. It took incredible engineering talent to achieve that. What do you think that engineering team is worth as the market continues to grow? The short thesis a few years ago was that “the competition is coming”. Well, they’ve come and they’ve gone. Meanwhile Tesla is still here and isn’t going anywhere, isn’t wavering in its dedication to full battery electric vehicles as legacy auto carelessly cancels their EVs right ahead of a major oil supply shock. Valuing a company like Tesla that is poised for long term secular growth based on trailing PE is not going to be helpful. Trailing PE is a useful metric for companies that are mature, stable, and have predictable growth trajectories. When Google first IPO’d in 2004, it had GAAP net income of $105 million. If you gave them 20 times trailing earnings you’d get a market cap of around $2 billion. Instead it opened with a market cap around $23 billion, a trailing PE of 220. Was the market nuts? You certainly had people who argued that at the time. But trying to value GOOGLE based on trailing PE in the early days of the internet, before most people had smartphones, was a fools errand. A value investors analysis would have suggested the company was overvalued. But the market was nascent and poised for massive growth. Now Google is worth more than $3 trillion. If you invested based off trailing PE, you missed life changing growth. Now Tesla is expanding their focus well beyond EVs. They have the most powerful self-driving tech in the world, tech that will dramatically expand the availability of self-driving. They are mass producing millions of self-driving cars. And they are extending that expertise building self driving cars into building humanoid robots, space based data centers, and whatever crazy idea elon dreams up next time he smokes a joint with Joe Rogan. Tesla is the most disruptive company in the Mag 7 and is just getting started. That they have maintained profitability as others have died has been a stunning achievement. Don’t underestimate Elon Musk and his team. Go try the product for yourself. They give free test drives. If you’re blown away, buy the stock. When I do the math on the US transport opportunity alone, it still looks damn cheap.

@radigancarter @kofinas I read it twice.... Check out the author's credentials... as well as the acknowledgements/endorsements ..3 pages of Silicon Valley, AI, government/regulatory and business leaders all signing off on a warning of frightening, likely inevitable, consequences....

@DeepThroatIPO @kofinas Haven’t read it, you recommend?

“Someone decided that deliberation was latency. Someone decided to build a system that produces 1,000 targeting decisions an hour and call them high-quality. Someone decided to start this war. Several hundred people are sitting on Capitol Hill, refusing to stop it. Calling it an “AI problem” gives those decisions, and those people, a place to hide.”

@radigancarter @kofinas

There is something deeply unhuman and evil about this system being built this way on purpose. Where compliance, not competency, is the end goal. Where by design no one is responsible and everyone has plausible deniability. Felt sick to my stomach reading that article. "when the US military and American manufacturers automated their factory floors, they consistently chose systems that were slower and more expensive but which moved decision-making away from workers and into management. The point was not efficiency – it was frequently extremely wasteful – but control. A worker who understands what they are doing can exercise judgment the institution cannot govern. Move that understanding into the system, and the worker has nothing left to do but follow instructions."

@elonmusk One thing politicians can always always agree on... is printing and spending massive amounts of money to stay in office.... We have the best government money can buy...

The uniparty in action

@SantiagoAuFund We have a plan....it just seems to be a really bad plan ...that isn't going very well... I might suggest that having no plan (and recognizing it) would have been much better than having an ill-conceived, bad plan...and implementing it...at least in this particular case...

For those who think the U.S. does not have a plan with regards to Iran, pls answer this one question: If the U.S. has no plan, then why did Iran spend the last 40 years preparing to counter the U.S.'s plan...?

This would be much funnier if it wasn't true...

@mikethomas361 My FDIC insured CDs don't have nearly as much, seemingly random, "typical volatility".....and they pay 4% like clockwork...

If there is a surprise it’s that bitcoin hasn’t dropped farther. Typical volatility.

Another big client post this weekend: Countdown To A Global Energy Crisis & Recession 💫The AI Bubble Is Bursting 💫Liquidity Is Leaving. Semis Are Done Going Up 💫Higher Oil, Dollar & Yields As Tech Wrecking Ball 💫Tail Risk Is Still Rising 💫Countdown To A Global Energy Crisis & Recession You will not want to miss it.

Makes perfect sense....I guess when analyst consensus Q1 unit sales are down to 365,645 ....26% lower than the 497,120 vehicles delivered in Q3 of 2025... You almost have to talk about something other than plummeting car sales...

Warren Buffett after spending his last years as CEO doubling Berkshire Hathaway’s cash pile to ~$400B and tying 25% of the conglomerate’s market cap to energy (Chevron, Occidental, BH Energy) on the eve of a recession and global shortage in oil and natural gas

@DowdEdward "That's really awesome!" Sincerely, Dude living in his car

I watched it: Apparently we have never seen such a great economy in the history of America.

So are we back to this being Biden's stock market again?

@scottmelker "If you liked it at $66k....you'll love it at $33k..." Sincerely, Xi

$66,000 bitcoin is a gift

@bisht_sushant $250k per individual $500k for a married couple...per bank...

Is it 100%? I. Doubt though

@depression2019 "..it was no accident... You're welcome..." Sincerely, Xi

Guys did we accidentally elect a complete retard