Father Thyme

@alex_avoigt Good for him… gets the Tesla experience without having to actually buy a Tesla.

What VW customers have to go through: A good friend of mine has just leased a new VW, although he would love to have a Tesla but can't afford it. He told me today that the first thing he had to do was switch off the lane assist, as this function simply doesn't work and he's ping-ponging across the lane. Also, his iPhone couldn't connect to the hands-free kit via Bluetooth, so he had to switch off the Bluetooth function as well. He can't say anything good about the navigation either, and all off that athough we're still talking about an ICE and not even a BEV. When he went to the VW dealer and told him that it was incredibly bad that the first thing he had to do after getting a new VW was switch off a lot of features because they didn't work, the salesman smirked, and nodded, indicating it was something all customers do. He's desperate to get away from VW and buy a Tesla, and I don't think that's just an outlier, but rather the standard. I wonder why people still buy a VW.

@NUCLRGOLF @sam_rock_stone I have the full video of the incident if you want to see it

🚨#NEW: Scottie Scheffler has been charged with the following per new records (via @sam_rock_stone) - 2nd Degree assault of Police officer - Criminal Mischief 3rd degree - Reckless driving - Disregard signals from officer directing traffic

I hate to break it to $TSLAQ, many all-in Tesla investors have withdrawn more from their $TSLA than they ever put in.

@TeslaZuseHsnbrg If they were actually in a cash crunch they have a 5B revolver they can tap; could issue debt and claim it’s to repatriate cash stuck in China a la Apple maneuver; or simply do an at the money offering like they have before. This thread is nonsense.

@BradMunchen 🫡

I'm trying to make up a list of $TSLAQ OGs. Can you reply if you've been $TSLAQ before 2020 or if you have any recommendations for the list I'm compiling? Thank you in advance. 🙏 $TSLA

@Phil_PHX @alex_avoigt Elon is his source which means it’s 100% not credible

@alex_avoigt Oh really? Who’s that? What’s your source?

1 Large Automaker is in discussion with Tesla about licensing FSD!

@TeslaBoomerMama You…. Knew FCF was going to go upside down but yet continued with you full tilt conviction that the stock was cheap?!?

All those anal-ysts calling for Share BuyBacks, see what we told you months ago:

@jasondebolt You were swindled and she’s trying to protect you from the swindler. At this point it may be helpful to you to research what “Stockholm Syndrome” is.

Just a friendly reminder that the Delaware chancery court effectively has more corporate voting power than millions of $TSLA shareholders. This was a huge slap in the face for all of us who have worked our entire lives to earn this voting power. I worked 15 years to acquire these shares, so I shouldn’t have my voice silenced like this. This voting power was stolen from us. It’s as undemocratic as it gets.

@markbmd @munster_gene Stock is down over 50% the past 3 years while this doofus maintained a buy rating the entire time but “he sees the future better” gtfo

@munster_gene Thanks for your notes Gene. You and ARK among other Tesla Bulls see the future much better than most Wall-street analysts. As a Tesla owner (car and stocks), I love those dips to put some cash to work.

Three takeaways from $TSLA Cybertruck recall: 1. They've delivered about 4k trucks since it launched in Dec-23. As a point of reference, $RIVN delivered 13,588 trucks in the Mar-24 quarter. These deliveries of Cybertruck suggest they are on track to meet my full-year 2024 estimate of 35k deliveries. I think the Street is at 50k. 2. As for the cost of the recall, I put it at $775k. ($200/truck to change the glue on the accelerator pedal pad). 3. TSLA is down 0.4% today vs. Nadaq down 1.4%. This tells me investors are becoming numb to negative Tesla news.

@dampedspring It’s bc we all moved over to threads.

Strong disagree. The quantity of activity may be slowing but the breadth, depth and quality is skyrocketing.

@SawyerMerritt You lost me at “This isn’t about enriching Elon” when describing his insane ask for 50 billion dollars.

I feel some $TSLA investors don’t fully understand the significance of Tesla's upcoming shareholder vote on reinstating Elon Musk's 2018 CEO compensation package. It’s a very important vote. This is a long post, but it needs to be. First, some background: Elon Musk's 2018 compensation package, initially approved by 73% of Tesla shareholders, was structured to align his incentives closely with the company's performance. It couldn’t be gamed. Elon was required to meet extremely challenging market cap and operational milestones. If he did hit those tough targets, he couldn't sell the shares from the package for 5 years once exercised, ensuring his interests remained tied to the company's long-term success. Tesla shareholders were well-aligned with Elon’s incentives. Despite nearly everyone saying those milestones would be impossible to achieve, Elon achieved them, and today Tesla's stock is still up 550%, and revenue 9x since the package was announced. Elon was sleeping on factory floors in 2018 to ensure Tesla didn’t fail. However, in January 2024, a Delaware judge invalidated Elon’s compensation package following a challenge by investor plaintiffs. This judgment sets a horrible precedent for various reason. One of them being that judge invalidated the 2018 vote of all those Tesla shareholders who voted for this. Soon after the ruling became public, Elon said that he is uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. He added that unless that is the case, he would prefer to build products outside of Tesla. Currently, Elon owns about 13% of Tesla outright, but reinstating his 2018 compensation package would bring him closer to ~20% ownership (maybe a little lower). Now that you all have some context, here is why the June 2024 Tesla shareholder vote is important. Failure to pass Elon’s 2018 compensation package again could weaken Tesla's position in appealing the judge's ruling. This would also make it more challenging to create a similarly structured new compensation plan to compensate for the lost package. Eric Talley, a professor at Columbia Law School, said that if the upcoming vote passes, it could make it easier for Elon/Tesla to win on appeal in the Delaware Supreme Court. The plaintiff's lawyers in the 2018 compensation case will walk away with around $5B dollars (in Tesla stock) if Elon/Tesla lose their appeal. Do you think they deserve that money over Elon? In my opinion, Tesla shareholders are shooting themselves in the foot if they don’t vote for this because If the vote doesn’t pass, it significantly increases the risk that Elon might step down as Tesla CEO and or create technologies elsewhere. This could very likely negatively impact $TSLA stock. Make no mistake, Elon is extremely valuable to Tesla and its shareholders, despite all the drama. I know a lot of people have concerns about Tesla's stock performance or Elon’s behavior in the last couple of years, and that’s valid, but it's essential to recognize that Elon’s leadership has been instrumental in Tesla's success and innovation, and will continue to be. Projects like FSD, Optimus, Cybertruck, etc., would not have existed without him. How did Apple do after Steve Jobs left in 1985? This shareholder vote isn't about enriching Elon. This is not a cash compensation package; it’s a stock option package. It's about acknowledging his contributions and ensuring his continued dedication to Tesla's future success. Failure to reinstate the package could have far-reaching consequences. Elon doesn’t want more Tesla stock to be able to buy houses, yachts, etc. He doesn’t buy that stuff. He wants this stock to increase his overall Tesla ownership to ensure that outsiders can’t negatively influence the company and dictate its future. After all, they weren’t the ones sleeping on the factory floor to ensure Tesla became successful. What do they know about AI, Self-driving, etc., compared to Elon? Given the gravity of the situation, it's crucial for all shareholders to participate in the vote, especially retail shareholders. Traditionally, retail shareholder participation in annual shareholder meeting votes hasn’t been as high as institutional investor participation. If there was one time to increase retail participation, it’d be now. Voting is simple and can be done through your brokerage, starting the week of April 29th. It only takes a minute or so. Contact your broker to make sure you get the voting documents. Could I be wrong in suggesting that if this upcoming vote to reinstate Elon’s 2018 compensation package doesn’t pass, Elon might leave Tesla or create technologies/products elsewhere? Sure. But do you want to take that chance? This isn’t a Steve Jobs/Tim Cook 2011 situation. It’s likely that this vote does pass, but I don’t think investors should get complacent and assume that. In my opinion, voting yes on reinstating Elon 2018 compensation package gives Tesla and its shareholders that best chance at seeing shareholder value increase in the future. In summary, supporting the reinstatement of Elon Musk's 2018 compensation package isn't just about past achievements; it's about securing Tesla's future and maximizing shareholder value. If you want to learn more, Tesla this week launched a new website in connection with its 2024 annual shareholder meeting. It in part goes over how much value @elonmusk has created at Tesla, and goes into depth about the proxy proposals. You can view that here: supportteslavalue.com

@TeslaBoomerMama This woman has been so wrong for so long I don’t think it’s bullish to see her buying more.

And Ark continues to do it ! (probably for the last time for a while, as we are now exceeding 10% in ARKK and ARKQ) Today for roughly $13.3m. 🌋

@jbulltard1 The stink of being a Tesla shill will permamently stain the likes of Ives, Munster, and of course Wood. They will be the new crop of Meredith Whitneys and Peter Schiffs.

the saddest thing with $TSLA is only retail investors got hurt, its not even in the spectrum of popular names amongst hedge funds. Those of us who dared question this shitco were attacked for so long and now all these people at home are the only losers. Tesla gurus are the worst

@jbulltard1 Gulp of what

O MY GOD THE $TSLA BULLS ARE BROKEN look how many likes this got😂😂😂😂

@TeslaBoomerMama Please explain to me why any shareholder should vote yes on this for a guy who has destroyed value for the past two plus years posting hate content and works maybe 5 hrs a week for this company.

Martin confirming my best advice: As early as possible reach out to your broker/bank/fund manager for EVERY account in which you hold TSLA shares. Ask how you will be notified about the proxy vote in the week of April 29th. Then read the proxy to decide how you want to vote.

@ICannot_Enough I’ve noticed from watching your YouTube content lately that this drawdown has made you especially flustered with us short sellers. My hope is that mentally you’ll be ok once this is all over. ✌️

The worst investors in the world said $TSLA was a massively overvalued fraud that would go bankrupt without ever being profitable when it was valued at $30B. They said the same at $60B. “Massively overvalued”. They said the same at $120B. “Massively overvalued”. They said the same at $240B. “Massively overvalued”. Now, at $480B, they’re bragging about how right they’ve been all along. 👀 When it passes $1T, I fully expect the same knuckleheads to warn us that it’s “massively overvalued”. 🤣

@PlugInFUD Sometimes I think us living humans having 625x more lead in our blood than people who lived before leaded gasoline was used are really fucked up. But then I see how we can all ban together to fight 5G microchip viruses and breathe a sigh of relief.

Imagine thinking that turning your cell phone off would work when there are already trillions of 5g-receiving microchips in everyone's bloodstream (yes even if you didn't get the j@b they shedded from sheeple that did)

@jbulltard1 At this point, even if your bull thesis is their pivot to cyborgs and a real fsd product… you STILL need to account for the auto biz that is going to go to single digit margins and struggle from overbuilt capacity! No matter how great the sexbot does, it cannot make up this.

When I say I hope every $tsla bull loses everything I mean it. This company that allegedly is early in its s curve just missed deliveries by 20,000 units while basically firesaling cars to move units crushing margins and of course the “long term” investors took it green already

@PolitiReality @garyblack00 Crazy that even after all the discounts, shut downs, and fleet sales, they STILL have 100k of excess inventory!

I’ll bet @garyblack00 is scribbling as fast as he can to tell us why this doesn’t matter and all will be saved by the robots and trucks. 🤡

@PolitiReality @garyblack00 They’re gonna have to cut price to sub 20k on the 3 if they want to hit 500k in Q4