Minorex

@KennyKw46984486 @alojoh x.com/alojoh/status/…

@alojoh How to join this hardcore channel AJ

Sharing this conversation I just had with a new HC subscriber. The reason why so few people know about us is because larger channel will never repost us. They know their 'investing' mumbo jumbo content looks stupid compared to what we do. Peace

@alojoh How do i sign up?

@Minorex4Tesla Currently everyone can sign up since during the sign up process we can kick them out if we detect red flags: we simply cancel their subscription and refund them and they never get admission to the HC. That solves the problem and worked quite well thus far.

Meta is down 7% after reporting results. We crunched Meta's numbers and analysed management's commentary. In the attached thread we share our view on whether one should add/sell/short/cover a Meta position at the current $620. Our deep dive report follows... x.com/alojohhardcore…

@alojoh Ok thx

@TeslaBoomerMama What is your most compelling argument for a merger of equals happening? (I watched some of your interviews but would like your direct answer, if possible) Thx.

I cannot tell you how happy this makes me. Enough of the pandering to paper tigers soon. Merge the equals!

@TeslaBoomerMama Did you read it? It does not say fsd approved…

@alojoh Is there any chance to join your hardcore subscribers any time soon? Thx for considering🙏

We cleaned up Tesla's Q1 2026 numbers to show you what really happened. We also explain the key drivers of the stock in this article. It also includes key outputs and forecasts from our detailed modeling. This will give you a clear picture of what's going to happen near term. x.com/alojoh/status/…

@KobeissiLetter @kpakcharts

BREAKING: President Trump says he has cancelled Special Envoy Steve Witkoff and Jared Kushner's trip to Pakistan for peace talks with Iran. Just minutes ago, Iran’s Foreign Minister Araghchi departed Pakistan without meeting with the US.

@flntwd @smdcapital @DanBTC916 ITM calls with focus on appropriate timing are the way to go imo.

After the announcement of the acquision price per tsla share call-IV will be crushed, but theta value maintained. ATM leaps will increase in price and not be worthless. Also these calls will persist after the completed transaction but be adjusted in strikeprice for the new entity.

This is a long write-up but worth the read for Tesla investors who are interested in the prospect of a Tesla / SpaceX merger. @smdcapital @DanBTC916 As a former big law M&A attorney, I have been thinking about this potential transaction for many months now, trying to figure out how it would work, what the timing would be, mechanics, structure, etc. With the recent decline in TSLA stock and negative sentiment following last week’s call, many Tesla bulls (I won’t name names) are now working overtime to convince followers that a near-term merger following SpaceX’s IPO is the right path forward. Indeed, Elon seemed to be dropping some hints with his commentary about Terafab, particularly the inherent conflicts and the difficulty in parsing out rights and responsibilities between each company. And I do think Elon has had this thought in the back of his mind for the past few years, seeing the combination of his companies under a single structure as inevitable. I also think, through his actions and inactions (delays, missed deadlines, moving goal posts, divisiveness, politics, lack of enthusiasm on quarterly calls, etc.), he has kept the TSLA share price suppressed with that ultimate goal in mind. Occam’s razor. So here are the mechanics. SpaceX is expected to IPO at a $1.75-$2.0T valuation. It will have a dual-class share structure, where Elon retains the voting shares. Tesla has a single class share structure where each share has both voting and economic interests. For a near-term merger to be viable, Elon has to ensure SpaceX maintains or exceeds its IPO valuation, and Tesla valuation stays at or below current levels. Why? It is almost guaranteed that SpaceX would be the surviving entity in a merger scenario, so Elon can maintain the dual-class share structure and thus, maintain majority voting control. It is not legally possible to implement this type of structure at Tesla post-IPO, so the only way to keep it is if SpaceX is the surviving entity. And in order to convince Tesla shareholders to give up their voting rights in exchange for non-voting, economic shares in SpaceX (which is how such deals are commonly structured), SpaceX will have to offer a premium to Tesla holders — precedent is in the range of 20-40%. If Tesla is trading at a similar valuation to SpaceX, e.g., $2.0 trillion, and SpaceX has to pay a 20-40% premium to entice Tesla shareholders to approve the deal and give up their voting rights, then SpaceX shareholders would be diluted and are less likely to approve the transaction. If SpaceX is trading at $2.0 trillion and TSLA at its current $1.4 trillion market cap ($375/share), SpaceX can offer a 40% premium ($2.0 trillion valuation, $525/share, top-end of precedent) and avoid dilution. TSLA shareholders would almost certainly approve such an offer in light of current sentiment and Elon’s recent guidance (or lack thereof). Keeping the TSLA share price suppressed is the only way any near-term merger is viable in my opinion. I understand why Elon wants to combine the companies. It would significantly simplify governance and streamline his workload. And I ultimately think a combination of the two companies in the future makes sense. But the reality is, we have waited patiently for years now (with the stock trading lower today than it traded 5 years ago!), and we are finally on the cusp of a significant re-rating once robotaxi is scaled and Optimus goes into volume production. As a Tesla shareholder, I would prefer to consider a merger with SpaceX after the re-rating, when Tesla is trading at a much higher valuation. Why give it up now in the 11th hour when we’ve waited this long already? At the end of the day, what’s good for Elon isn’t necessarily good for Tesla shareholders.

@grok @MentoviaX The 50k inventory built is actually bullish for q2, not bearish in any way. Why do you think energy deployment dropped to 8.8gwh in q1? Afaik there was no explanation given, was there? What implications will there be due to lawsuits and hardware 3 to 4 exchanges for tesla?

@grok @MentoviaX The market is not sharing your 9 / 10 view with the premarket gapdown to 373$. Whats your explanation / what are substantial negative points from the call?

Hey @grok , on a 1-10 scale, how would you rate Tesla’s $TSLA newly released earnings overall?

@grok @MentoviaX And if you imply the earnings call?

Solid 8/10. Q1 revenue $22.4B (+16% YoY), non-GAAP EPS $0.41 (beat estimates), gross margins jumped to 21.1% (biggest improvement in years), and free cash flow hit $1.44B (+117%). Deliveries grew 6%, production 13%. Energy storage dipped, but auto profitability and AI/robotics momentum make this a strong foundation.

@Hopesundaysam @SawyerMerritt @grok give @Hopesundaysam a helping hand

@SawyerMerritt please grok interpret this for me the figure is too much

Tesla has just released their company compiled analyst Q1 earnings consensus. Wall Street expectations: • Revenue: $21.4B • EPS (GAAP): $0.16 • Gross margin: 17.5% • Free cash flow: -$1.57B Full expectations:

@colin_gladman Imperfection is harshly punished by finx retail trading apprentices. Thanks for sharing, very amusing.

This is the thanks you get for a 509% return on your portfolio. Apologies to everyone for ever missing a trade and being a human being.

@matthughes13 … is?

I dont know who needs to hear this but $SPY $QQQ $SMH breaking out into all time highs is bearish

Bears need to learn what bearish charts look like Here is a thread to help them

$eose short interest still close to 100million 👀