Dillo Sol

Gm

@worldclassd3gen That's the world we live in. We don't make the rules.

NGL, I feel disgusted by this for two disgusting reasons A) I should have double checked when price fell to 10c if the news was real or fake, which meant I would have put in a bigger bet at 10c, missing out on a 5x B) I'm winning a bet because people might die, gross

@realpatriotM I bet this hits her different after his assassination

Charlie Kirk responding to a girl who produces pornography: “You’re trying to cope with the suppression of your soul” Agree or not with everything Kirk had said, his commentary is sorely missed.

I just won on @Polymarket. #qH09H0U" target="_blank" rel="nofollow noopener">polymarket.com/share/eyJwcm94…

@gnoble79 Makes sense to me. I’d love to see it tank.

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

@Neon__Midnights @GigaBeers No. They were asking exactly where she was bc they were sending help without telling her.

@GigaBeers So the 911 caller didn't try to talk her down, but basically helped her do it?

Mica Miller’s Final 911 Call: What We Know 💔 On April 27, 2024, 30-year-old Mica Miller from Myrtle Beach, South Carolina, made a devastating 911 call from Lumber River State Park in North Carolina. She told the dispatcher: “I’m about to kill myself and I just want my family to know where to find me.” She had purchased a handgun earlier that same day. Authorities later ruled her death a suicide by self-inflicted gunshot wound. Mica was the wife of South Carolina pastor John-Paul Miller. Her family has publicly questioned the official ruling, citing years of alleged harassment, control, and abuse in her marriage. They continue to fight for more answers and justice. This heartbreaking case is a painful reminder of how domestic struggles and mental health crises can end in tragedy. Rest in peace, Mica. May her story encourage anyone struggling to reach out for help. If you or someone you know is in crisis, please contact the 988 Suicide & Crisis Lifeline (U.S.)

@PumaChairo She got in trouble for the bomb joke not Netanyahu. Stupid click bait title.

The land of the free.

@tradergeo_yt Based take

$BTC GTF

@CoinGuideWW What happened to 50k

Kind of a weird day..... but I'll take bitcoin being above the 200 week EMA any way I can lol

@thisisomid_tc @CoinGuideWW Where did you get this info? Good comment imo.

@CoinGuideWW bear flags on BTC have like a 60% failure rate above the 200d MA... everyone calling capitulation is usually the liquidity the next leg up needs

The bear flag channel keeps rejecting bitcoin, it's only a matter of time before we start capitulating again imo

@DuBoseDefense I like him

Speaking as a private citizen and voter, this is not normal behavior. It must be stopped. Judge Milliron uses the authority of the bench to threaten people with jail for merely doing their jobs.

@CoinGuideWW Good correction sir. It’s good you aren’t married to your last position/video. Respect.

Would be cool if you make this bearish break a fakeout bitcoin! but as of right now, we still need to look at this as a bearish setup

@CoinGuideWW This isn’t aging well.

Bitcoin has confirmed our bear flag pattern, and now we look to see how this 3 month candle closes!

@AdinUpdate The problem is there is a due date and if neither happens before the date it gets resolved 50/50. The game isn’t going to come out and Jesus isn’t coming back.

Adin Ross was left in SHOCK after finding out he could make $60,000 if Jesus Christ DOESN’T return before GTA 6 releases 😳 “Nah that’s gotta be a glitch… so if Jesus Christ doesn’t return before GTA 6, I make $60,000? that’s a literal LOCK”

@Cryptotea The war was already priced in.

By the time this war is priced in, bitcoin will be well over 300k

@KookCapitalLLC Trump is dev

trump says he's having talks with iran iran says they haven't talked to him who is lying????

@yoshi_v1 Why bc you can’t use it to scam?

i don’t think polymarket is healthy for the world

@CounselingJK @HansAmato That doesn’t add up to me. I wonder if you need electrolytes.

@HansAmato Creatine gave me heart palpitations. Do you know of any explanation for this? Or any work-arounds?

You didn't "lose your edge" in your 30s. Your methylation broke down and nobody told you it was even a thing That sharpness you had at 24 where you could work all day, go out at night, sleep 5 hours, and still think clearly the next morning wasn't youth. It was a body that could process and recycle neurotransmitters efficiently. Dopamine got made. Serotonin got made. They got used and cleared and rebuilt in a loop that ran clean Then your B12 started dropping because your stomach acid declined from years of stress and coffee on an empty stomach. Your folate utilization shifted because you've got an MTHFR variant you've never been tested for. Your homocysteine crept up quietly. Your SAMe production fell off. And now you can't focus. You're irritable for no reason. You have this low-grade brain fog that never fully clears. Caffeine used to sharpen you up and now it just makes you anxious. You forget why you walked into rooms. You used to read for hours and now you can't finish a paragraph You went to your doctor and he said "that's just getting older." Maybe prescribed something for focus or anxiety. Probably didn't test homocysteine. Definitely didn't test methylmalonic acid or run a functional B12 panel You're running a cofactor bottleneck in the one-carbon metabolism cycle that controls how your brain makes, uses, and clears every neurotransmitter you rely on to function. Actually fixing it: Get homocysteine tested. If it's above 8 you have a methylation issue whether you "feel" it or not Active B vitamins (methylfolate + methylcobalamin + P5P). Not the cheap cyanocobalamin garbage in your CVS multivitamin that your body can barely convert Creatine. Handles roughly 40% of your methylation burden and takes pressure off the whole system Eat enough protein. Methionine from animal protein feeds the cycle. Vegans and undereaters run dry here first Glycine and collagen. Glycine is the biggest consumer of methyl groups in the body. Supplementing it directly reduces demand on the cycle Fix the gut (obviously). B12 absorption requires intrinsic factor and adequate stomach acid. If your gut is wrecked, oral B12 barely touches it Your biochemistry is running on empty and every doctor you've seen has mistaken a nutrient bottleneck for time passing. I break down the full methylation pathway, what to test, and exactly how to restore it on my substack. link in bio

@meekrose @BRICSinfo Where can I see what the pentagon said directly?

@BRICSinfo The Pentagon just made it clear this isn’t posturing, it’s boots on the ground, mission until victory energy. Things are about to get extremely intense.

JUST IN: 🇺🇸 Pentagon says US soldiers have been unleashed to destroy the enemy and "will not stop" until the mission is completed.

@barneyxbt They never forced anyone to use it. Hope this helps.

pumpfun extracted close to a billion dollars from the trenches and gave absolutely nothing back. not one useful product. not one innovation just an endless slot machine that drained liquidity from every corner of the market every dollar that went into their fee machine is a dollar that didn’t flow into projects actually building something. and they know it the entire market would be significantly higher right now if pumpfun never existed. instead of capital rotating through the ecosystem it got funneled into a platform designed to extract as much as possible as fast as possible bloodsucking parasites of the crypto industry. that’s not even an exaggeration that’s just what happened

@Canissolana He bought the first dip. Then it dipped again.

He was so early man