Patrol Mars

Recreating my best summer job - just on Mars 😀 Pilot a utility spacecraft on planet Mars in an impactful VR experience. #PatrolMars #MUL3000 #indiedev #ue4 #unrealengine #screenshotsaturday #VRflight #mars #vr

@donlee9292 @GWestr Too bad the accounts here were deleted. @heikki_bear, the one you told to short it I believe, made a charity bet that Tesla would NOT deliver 3.5 million vehicles. Tesla delivered 1.63 vehicles. Down from 2025 but also from 2024. Stock is high but fundamentals are worse.

@gwestr Short it!

@farzyness I was told they are appreciating assets!

But I was told the Cybertruck was the least safe car ever.

@FudKim @chicosueco @funwithnumberz @RealDanODowd @FredLambert You sound like 2021 to me.

@chicosueco @funwithnumberz @RealDanODowd @FredLambert V14 data set will only further strengthen Teslas safety data. FSD has proven incredibly safe at global scale in all weather conditions 😂

Breaking: $TSLA reported another accident with a safety driver between October 15th and November 17th, according to NHTSA. 8 accidents in total now. @RealDanODowd @FredLambert

@FudKim @funwithnumberz @RealDanODowd @FredLambert because A) they compare to all fleet, which includes high risk demographics, old ill-maintained vehicles etc. B) FSD categorically is not on in many high risk situation like bad weather (+other situations where sane owners switch it off) They never compare so same class peers.

@funwithnumberz @RealDanODowd @FredLambert The robotaxi is not driving the same miles as the average human. The FSD data which is a much more robust data set proves that you are 7x less likely to be in an accident with FSD. Robotaxi will show similar data over large sample size

@funwithnumberz @CathieDWood @TashaARK hah! On my "other" account that is gone (I try to stay away with this one too) I had made a charity bet of $250 whether Tesla will deliver 3.5 million vehicles in 2025. Unfortunately the counterparty has been kicked out of X.

Last month of 2025. Can $TSLA get to 9.286 million deliveries at a 40% margin, $150 billion in robo-taxi revenue, $497 billion in total revenue, or $1,000 per share? @CathieDWood / @TashaARK

@Exogynous @ElectrekCo @fredlambert 2020 Roadster and 10k per week solar roofs would like to have a chat.

@ElectrekCo @fredlambert I note you can't even use a picture with the latest release of the bot. Because that would show progress you don't want to admit. Time destroys all articles like this.

Tesla Optimus is in shambles as head of program exits, production delayed electrek.co/2025/07/03/tes… by @fredlambert

@jbulltard1 @elonmusk *not so free* otherwise: yup!

Last tweet on the topic but @elonmusk is not smart at all. He got used and abused so now he's running this high school campaign of trying to troll the most narcissistic human in history who happens to be the leader of the free world. It won't end well for subsidy boy.

@DoxMeIfYouCan @SynapticAxon @DoyougrokGary @elonmusk @SpaceX I am craving? You mistake my comments on how things work and how current admin operates with my wishes. Are you twelve?

@PatrolMars @SynapticAxon @DoyougrokGary @elonmusk @SpaceX Not to mention they wouldn't have anyone to work there. Unless they are going to enslave them in addition to all the other unconstitutional actions you are craving.

@DoxMeIfYouCan @SynapticAxon @DoyougrokGary @elonmusk @SpaceX Haha, whatevs. Elon fans will not be a big group and have you noticed that Trump gets away with insane stuff without a civil war. You are making fundamental psychological error in thinking others think like you. Most don’t.

@PatrolMars @SynapticAxon @DoyougrokGary @elonmusk @SpaceX If they want to start a civil war sure...

@DoxMeIfYouCan @SynapticAxon @DoyougrokGary @elonmusk @SpaceX * like 1.5 trillion….

@DoxMeIfYouCan @SynapticAxon @DoyougrokGary @elonmusk @SpaceX Do you think current admin is big on constitution? TARP was 700bn. Over 15 years ago. That’s like a trillion in today’s money. But as I said government can take over assets by force. No need to pay market price.

@LinkN01 @StonkKing4 @DOGE Lying is the same thing as being a liar though.

@StonkKing4 @DOGE Having a goal and missing that is not the same as being a liar. $TSLAQ have had the goal of destroying Tesla for years without success. So i guess you are all liars as well with that logic.

$TSLA cybertruck achieved 2% of what it claimed @DOGE achieved 3% of what it claimed Elon is a pathological liar 🤡

@DoxMeIfYouCan @SynapticAxon @DoyougrokGary @elonmusk @SpaceX A) they absolutely could afford it (as in buy it) B) they (the gov) wouldn’t need to buy it. They write a paper that says “national interests, yada yada…” and take it. And we have seen that Donny boy (or Elon when he was playing there) aren’t exactly worried about the rules.

@SynapticAxon @DoyougrokGary @elonmusk @SpaceX They can't afford it.

@Zlatko31311 @HemalParikh0 Robots are useful of course. Humanoid robots? Eesshh will be a long time. Humans are used in tasks where real decision making is needed. Talk of ramping optimus production is a joke. It’s not remotely useful. It’s a prototype. I believe in Waymo more than Tesla btw.

@PatrolMars @HemalParikh0 PatrolMars, I used to think Robots & RoboTaxis were fantasy, but having been in a Waymo, I see that it can work. Also, Amazon is planning on using Robots for delivery. Also, it looks like Elon is repairing the brand name again.

@HemalParikh0 @Zlatko31311 @garyblack00 Tesla is barely making any money. Sales falling and it's still a trillion dollar company - priced at most of its competition in auto combined. It's current price _already_ assumes all those robotaxis and robots will succeed.

I am not an analyst like Gary neither do I get paid like him. I manage my own money. I trade/invest technically and put the odds in my favor with fundamental research on growth stocks. I can compile numbers and thesis which will take a lot of time which I do not have. I have more at stake than what Gary divested. It is a genuine question and I do respect your question. I will be posting my moves on Tesla going forward. If you like Gary’s research and thesis you should definitely follow him like you do. I do not pay attention to any analyst and do my own research

Getting asked by a few followers today. Posted on Subscribers early this morning. Yesterday, we sold the remainder of our $TSLA position at $358/share. This is the first time since 2021 we have not owned TSLA. As in late-November, which is the last time we reduced our TSLA position after TSLA’s post election run-up, we believe TSLA’s valuation has become disconnected from underlying fundamentals. Our main concern is that TSLA now sells at a 2025 P/E of 188x as earnings estimates continue to fall (-5% in the past week, -40% YTD) driven by weak YTD deliveries including weak April results. We expect 2Q and FY’25 TSLA deliveries to decline by -12% YoY and -10% YoY respectively, vs WS ests of -7% YoY and -5% YoY. We believe the risk/reward associated with the Austin robotaxi test remain asymmetrical to the downside. Finally, we are concerned that the new more affordable vehicle due out in July will be a stripped down Model Y priced lower and funded by lower costs rather than a new form factor that expands TAM. This increases odds that FY’25 estimates decline further, risking a repeat of 2023-2024, when TSLA reduced EV prices supported by lower costs, and TSLA saw little or no incremental volume growth. Our $TSLA 6-12 month PT remains $310, based on our forecast of 2030 TSLA volumes of 5.4M and 2030 Adj EPS of $12.00. We apply a 2x PEG to our expected TSLA 2030-2040 EPS growth of 25%, which equates to a 2030 valuation of $600. Discounting back to the present at a 14.2% cost of equity (4% risk-free, 6% equity risk premium, 1.7x beta), we calculate a $310 present value, which remains our 6-12 mo. price target.

@CharltonBlake1 @fredlambert it's from an account with 800k followers. Not just random cherry picking.

@fredlambert Because the Tesla people are known for their violence 🙄 Come on Fred, You are smarter than to cherry pick stupid things off the internet.

Remind me, is it a cult or not?

@enL3X1 @fredlambert Can you list BEV manufacturer's whose sales are down YoY? (let's ignore small timers, so no companies that sell less than 50k cars a year)

@fredlambert If not for the dumbass caption this would just merchandizing. Lots of people in our sphere who are the Japanese soldier on the island in 1977, they never understood that we won. Tesla won. BEVs won. The war is over and they need to calm down. That side the Snow White sbr is sick

@maddass1218 @Tslachan Year to date (23 and 24 ~up to same date) 2023: 194.174 2024: 182,087 2025: 173,650 The tariff backlash might be factor but more likely the aging model line up and stiff competition. They have 5 year 0% finance offer...

@Tslachan Hope it isn’t backlash on USA companies because of Trump tariffs.

$TSLA 🇨🇳 BREAKING: Tesla China insured units <May 2025> 5-11: 3,070

@RacefanPat @Tslachan Year to date (23 and 24 ~up to same date) 2023: 194.174 2024: 182,087 2025: 173,650 Maybe it is not about a week or a month?

@Tslachan 3400 to Australia this week. Just announced fully ramped, why does one markets numbers matter over one week or month. While refilling all world markets??

@rajuvamsi007 @Tslachan Oh it's the opposites day! Everything you said is counter-factual.

@Tslachan The significant increase in retail sales in China (up 28.6% from 2023 and 21.6% from 2024 for Jan-Mar) during a period of reduced production highlights robust local demand.

$TSLA 🇨🇳 Tesla China exported 29,728 vehicles in April, the largest volume exported this year. And they delivered 28,731 vehicles to China's domestic market in April.