@nerdalert @TKamot Actually the question is what is $TSLA fair value today. Obv not 1.4 TN market cap, which is like ~1 TN+ of speculation baked in. The stock should drop by 2/3 to get into a sane zone.
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A Tesla Fan
3.3K posts
A Tesla Fan
@RevolutionTesla
Enjoys Tesla FSD road trips with dog mode.
Austin, TX Katılım Nisan 2018
901 Takip Edilen1.5K Takipçiler
@TKamot Yes I absolutely can. Yesterday’s delays are a sunk cost. The investor’s job is to figure out where to invest from here.
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Now try doing this same bit with a 2021 Tesla Investor vs a 2026 investor.
2021 investor: wow we must be so close to selling 20M vehicles per year, crazy you’re only four years away from hitting that!
2026 investor: actually we don’t care about deliveries anymore.
2021 investor: oh that must be because robotaxis are so dominant, is that driving all the earnings growth now?
2026 investor: ummm, not exactly…
2021 investor: well how’s the energy business doing, we must be installing 10K solar roofs per week now right?
2026 investor: no but we’re going to have the roadster unveil soon!
Whole Mars Catalog@wholemars
2026 Investor: Man I'm so PISSED! Fucking $TSLA! 2025: Why, what happened? Did protestors try and bomb another Tesla showroom? 2026: No, even worse! There are only 19 Robotaxis! 2025: ... You guys have Robotaxis?!? Someone must be supervising though right.... 2026: No, 19 is the number of unsupervised Robotaxis in Austin, Houston and Dallas. Including the supervised cars there's around 600 2025: Wow, we don't have even one robotaxi yet. Supervised or unsupervised. So what are you so upset about? 2026: The stock price! 2025: Ooof yeah, I know. Stock just hit $220 and Tim Walz celebrated it publicly. Has it gone even lower? 2026: Yeah, it's gone down all the way to $400! God damnit Elon, you idiot! I'm a brilliant investor, the only reason I keep losing money trading is because of Elon. 2025: So you're telling me the stock is almost double what it's trading at today and you guys have actual driverless Teslas Robotaxis? 2026: Yeah, it sucks. Massive disappointment!
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@TeslaXplored “Master Plan Part 3” now 100% memory holed. No one is even discussing or recalling what it was or observing Tesla pretends it never existed.
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The ten year plan included:
- 20M cars sold per year
- Expand product lineup with a family car and a compact car
- Achieve full autonomy with 1M robotaxis
- Expand solar integration with battery storage
We can safely say none of those things happened. Maybe hopefully unsupervised will happen soon “next year”. Everything else is way behind or abandoned $TSLA
Whole Mars Catalog@wholemars
Many Tesla investors became bears waiting for the thesis to play out. Very few people have the patience to invest in a ten year plan.
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@cburniske @andyyy Confirmed Saylor said “winter is not coming back” at 109K. 🤣
Trending Bitcoin@TrendingBitcoin
Michael Saylor said the bear market is not coming back and Bitcoin is going to $1 million 🚀
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@andyyy One can’t be back if they never left, just as a winter can’t be over if it hasn’t even started
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@FredLambert Having coined the term Model 2, it’s sad that 2S3XY is now a deprecated-before-inception meme, even if Elon capitulates and uses this name for a compact, which he won’t.
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If this is true, this is a major departure from the Musk doctrine at Tesla over the last two years.
If it's true, it's also a very recent development considering the 'transport as a service' response to new models coming to consumers just this last January.
It would be an admission that autonomy is not coming widely for the foreseeable future, and it still makes sense to bring human-driven vehicles to consumers.
It's going to be hard for the Musk bootlickers to frame this as a good decision while still maintaining that Musk made the right move by canceling the cheaper Tesla (Model 2 or whatever) 2 years ago.
Tesla is now two years behind on this program for no reason.
Electrek.co@ElectrekCo
Tesla (TSLA) reportedly developing new smaller, cheaper EV after killing Model 2 electrek.co/2026/04/09/tes… by @fredlambert
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@SawyerMerritt Tesla’s response to this question would carry implications for all HW4 and HW3 vehicles, which were promised to contain the necessary equipment for FSD, which can only be *actually full* if unsupervised.
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And obviously this question really pertains to AI4 vehicles since they can run the latest version of FSD.
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Hi @Tesla, can you please clarify whether buying FSD outright for $8k means owners won’t have to pay extra for FSD Unsupervised on that car later?
I’ve been getting a lot of DMs from people who are interested in buying FSD for $8k before February 14 but are worried if they will have to pay more on top of the $8k for FSD Unsupervised once it launches. @elonmusk
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@AutismCapital @2xdog SimulationCapital says:
BTC 69K 11/10/21 ➡️ BTC 43K 2/10/22 (-37%)
BTC 124K 10/6/25 ➡️ BTC 94K 1/6/26 (-24%)
Last cycle bottom: 16K, 11/21/22 (-76%, 376 days)
This cycle bottom: ~10/17/26, ~44K-62K (~-50-65%), ~376 days
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"Ya'll got any more of those regime changes?"
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@p_ferragu Your most flawed prior argument was that Tesla cannot beat Uber or Lyft with availability of short wait times, which is easy IF the FSD software is polished. Tesla can flood streets with cheap-to-manufacture vehicles driving in loops. Look fwd to this report.
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We published this today. Phenomenal analytical work to understand how things could play out. give us 1,000 retweets and 5,000 likes, and we make it publicly available and do a space to discuss findings first week of Jan.
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@jeremyjudkins_ Sending so much care and empathy to you, Jeremy. You’re a nice guy and this loss isn’t deserved for you and him. I hope you two reunite in a better place.
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At the hospital on Thanksgiving. I am thankful for 16 years of memories.
This is likely the last full day my husband, Don will be alive. We have made the decision to proceed with comfort related care beginning tomorrow.
Some of you know he had a stroke in 2019. It slowly progressed and got worse. It’s been a struggle to juggle my life, happiness, and also be his caregiver.
He recently fell in his memory care facility a few days ago and it has quickly progressed from ER to hospital admission to ICU after a code blue. I was told he went without oxygen to his brain for 20 minutes.
I don’t know how to process this right now but the best I can do is be with him on Thanksgiving. It was his favorite holiday. He called it “Fat Boy Christmas.”
I don’t know if he can hear me but I have told him I will be okay and he can pass peacefully. I will play the Macy’s Thanksgiving parade for him. Perhaps it will bring back some really good happy memories.
Please enjoy this video of Don singing. He was an amazing singer and sang until the very end. He never forgot the lyrics to his favorite songs.
His brother passed away around the time this video was recorded and it made him realize life was too short. We fast tracked our life together and the rest was history. I moved to Florida to be with him and we had an amazing life together full of love and happy memories I will cherish forever.
I love you Don.
♥️♥️♥️
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@cburniske Pal’s “FY Higher” t-shirt was this cycle’s max-cringe WAGMI Zuck-sis top signal.
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The unfortunate truth is many alts are likely to revisit their 10/10 wick lows before this is all said and done.
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@cburniske @Divergent_XBT You posted it repeatedly over the past 4-10 weeks, but almost no one wanted to understand.
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@Divergent_XBT "common investing mistakes" - big win not posted :)
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Common investing mistakes through the eyes of a surfer…
1. Quality asset selection, good entry, rekt on exit — KO.
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But note that we've been in the current top range for months for $BTC, $ETH and $SOL.
Chris Burniske@cburniske
Top ranges often last for a while, as do bottom ranges.
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@cburniske From deceptively low vol mere weeks ago, we’re now in Dec 2017, late Jan 2018, Nov 2021… or uncharted territory? Buckle up.
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MS will now advise normies add a 2-4% crypto allocation, hope they’re strapped in bc this roller coaster goes both ways
Hunter Horsley@HHorsley
This is huge. New Special Report from Morgan Stanley GIC: "we aim to support our Financial Advisors and clients, who may flexibly allocate to cryptocurrency as part of their multiasset portfolios." GIC guides 16,000 advisors managing $2 trillion in savings and wealth for clients. We're entering the mainstream era —
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@draecomino Regardless of the accuracy of your most infamous tweet, you were also right when you pointed out (I believe you did?) how unusable for most consumers Ethereum L1 is. Onboarding to L2 is too complicated for the masses. Ethereum L1 needs a new micro-gas fee model or it stagnates.
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time to dust off my most infamous tweet
James Wang@draecomino
Ethereum can be the last investment of your life.
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@QwQiao Blow off tops are neither automatic, owed, nor entirely predictable. This cycle already experienced one in Dec 2024.
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@sassal0x Ethereum Layer 1 is unusable for most consumers, and onboarding to Layer 2 is too complicated for the masses. Unless Layer 1 capitulates into a new minuscule-gas-fee model, Ethereum will drift sideways as a stranded technology with at-best moderate adoption.
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The latest strategy of competitor chains using lawfare to try and get Ethereum L2's heavily regulated/made illegal is one of the most desperate things I've ever seen.
It should be very clear to everyone now that competitor ecosystems are extremely scared of layer 2's on Ethereum.
They also clearly believe that they can't compete in the free market and on merit so they have to use nation state governments to kill their competition. All the fud that they spread hasn't worked to slow down L2 adoption so now they are getting very desperate.
This is what weak and pathetic ecosystems do and the Ethereum ecosystem needs to ensure that we fight back against this as much as we can.
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@cburniske Also, note to future @cburniske self: no bag deserves to be endorsed if holding it requires going beyond the current crypto cycle.
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@cburniske An apology is owed on $TIA. The coming bear will surely take it sub-$1. Charts like SUI:TIA indicate this was the wrong SOL-ALT barbell pick this cycle.
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