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🤴🏾 CoJo
6.2K posts
🤴🏾 CoJo
@KingCodjoe
Never Financial Advice ~ ₿ITCOIN IS KING 🇯🇲 $DOG
Katılım Ekim 2011
135 Takip Edilen1.7K Takipçiler
Final 24 hours to claim WL
> planetslog.xyz
Boxes open every 15 minutes and there are 3 new tasks for the final day.
Enjoy the blitz and collect as many shells as you.
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🤴🏾 CoJo retweetledi
The doors are open now.
Everyone has the opportunity to become part of the story.
Choose your side before the wave passes.
thecolossal.xyz
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Unknown structures are beginning to form.
Leave your EVM wallet below.
Signal window closes in 36 hours ↓
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Don't ask why,
Just drop your $ETH address & RT ♻️
Every wallet gets 150,000 $BULL 🪂
First 500 wallets ⬇️⬇️
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Seismic NFT is Coming on @opensea
Date - April 30, 2:00 PM UTC
Supply - 1111
Mint Page — opensea.io/collection/sei…
Join us on Discord — discord.gg/GpuKjQVNE
More about us — seimicnft.gitbook.io/seismicnft-doc/
NOTE - Wallets are being updated and final check would be in 48hrs.
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Tragic Eden “@MagicEden” was the real cancer of our beloved Bitcoin ecosystem
Good to seee Satflow step up and do things right
We go higher!
Satflow@Satflow
🔥 NEW FEATURE 🔥 DMT-NAT has a bid side - Bid any amount in sats/token - Watch live demand stack up in the orderbook - Sell straight into the best bids Now on Satflow!
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@blknoiz06 Damn, What are u buying that u speculate will go higher? Still bullish on Hype?
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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
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FREE MINTS for the entire Ordinals community and everyone.
No WL needed, No collabs needed.
Anyone can join, everyone’s welcome!
Launch date, mint platform and supply are still in the works.
Operation: MOFA (Make Ordinals Fun Again) & Push Ordinals culture on Bitcoin.
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From a tiny leap to a whole new world… sometimes all it takes is one tweet from @Tma_420 to change your scale
I hope you like it @D3lMundos
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If you have $70 that you can gamble with in this market you should go to stablewhel.xyz and buy a Whel.
Why?
It’s the top asset on Tempo and is only at $233k MC.
Thesis:
Tempo will onboard hundreds of large companies to crypto & their employees via stablecoin payouts (Partnered with DoorDash today).
They also will be the premier place for agent commerce, given the elegance of the design of their Machine Payments Protocol. It’s not a coincidence that Anthropic + OpenAI are design partners.
Though their onchain ecosystem is not prioritized at the moment, when you have millions of agents and thousands of humans transacting on the chain in the future, liquidity will flow to the traditional crypto assets like NFT’s.
The top NFT on each chain gets the liquidity, in this case that will be Whel for Tempo.
R/R is sky high & the community is awesome.
Cheers🥂
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Just signed up for BuildAnything and got my student card 🎓
Join me to start building anything! 🚀 buildanything.so
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