DM Trading

@blockchainfatty @BradMunchen I don’t know how long you’ve been around for, but this has been going on for six years. Elon observes the market promises that we’ll be doing that too and then never delivers, not late, never. CT cost both money and time. Semi same thing. FSD net of Nvidia chips probably lost $

@dartmonkeytrdg @BradMunchen Tesla valuation is way more than cars & batteries for sure. It’s hard for many investors to get around the current fundamentals, but everything is moving beyond it & they are scaling to bring it to life. Acting like it isn’t going to happen is pure ignorance. Successful? TBD.

Let that sink in. $TSLA

@BogartBoomer @BradMunchen Cheaper now. Likely a lot cheaperby May Could retest 360 but the relative weakness argues against that. Not putting on any new shorts but riding longer dated puts and shares.Sold the calls I bought yesterday afternoon for a minor profit after vega crush. Small ST call buys now

@dartmonkeytrdg @BradMunchen I’m not exiting I’m acquiring.

@GordonJohnson19 Interesting…

@dartmonkeytrdg I know why... b/c I cover the solar sector, thus talk to on-the-ground folks daily. Many, in the solar industry, know why. And, it's NOT a 1-qtr blip.

What many are missing on $TSLA is the collapse in its Energy Storage Biz. That is, at 8.8GWh in Q1, it's down -38% q/q & -15% y/y (first ever y/y fall) or the lowest since 3Q24; & this appears structural - i.e., due to “backyard solar” formats beginning to displace Powerwalls.

@alex_avoigt Or if you were to remove your Tesla Propaganda Brain Implant, you may come to the obvious conclusion that at that this price most of the interested customers have already adopted it… meaning it’s not as good as you think it is, and quite obviously not ready for RoboTaxi

Agreed. People who claim its too expensive underestimate the massive benefit the system has once its unsupervised.

@smdcapital The “slowly than all at once” narrative refers to Tesla Bulls realizing they’re in a dead end stock. Each bear market rally will trap more bulls. The TSLAQ bunch were never fundamentally wrong, just technically extremely wrong. At some point you can’t pump a bad business

yeah that november post was a load of bullshit 6 months later and v14.3 is literally a nothingburger. same shit as 14.2

@daltonbrewer Could 10x if it gets to $100 or 20x if it gets to $50 LFG!!!!!! Wait… what that’s staggeringly stupid and financial suicide? “Whatever boomer have fun staying poor!” Elon! Elon! Elon! Bro, he knows me Really not funny that you’ll personally destroy many strangers financially

What’s better than $490 to $1000? $340 to $1000 Why double when you can triple 😏 $TSLA

@BoBbyPleWniaK Seriously just stop. Maybe with luck you can save a shred of dignity or credibility (skip that, long gone). You are leading people to financial ruin. Do you think the gratitude if you’re right will outweigh the threats if you’re wrong?

TSLA is now down 160 points from the recent highs. But don’t worry everyone. I’m told to be thankful because the future is bright. By 2036 we will all be so rich that this little dip will be something we laugh about over dinner. Just keep adding shares with all that spare cash you have. And from when you timed the top and sold over 450, perfect — use those proceeds to buy even more on the way down. If you don’t have spare cash lying around, well… you’re a bum. Get back to work and buy more $TSLA. That’s what I keep hearing.

@GordonJohnson19 @SpaceX Another absolute banger from Gordon! @sec_enforcement bookmark this. When you finally subpoena Jared Birchall in the 2030’s ask him when the Russian options trader resigned and moved back to his Odessa mansion, bc we know Jared won’t take the fall. Elon trained him well

14/14 The TSLA gamma operator is gone. Capital rotated to @SpaceX. The synthetic bid that supported the stock for 12+ months has structurally unwound. IV is mispriced into earnings. The 0.72x OI level is your line in the sand. The smart $ appears to have found a better game.🎯

0/14 $TSLA Options Flow Thread 🧵

@C_S_Skeptic @JonBryant421 Inverse Musk

This. All of this. More of this.

@Floridagirl0850 @JonBryant421 Blame Zuckerberg… social media is the downfall of westerners ability to think for themselves or even entertain themselves. China is giggling its way to the top of the thought leader board. I’m not Chinese btw, just calling em like I see em

A brain surgeon who went to school for over a decade and touches people's brains daily will say something about the brain, and then some rando who got famous on Instagram will go on Joe Rogan and say "actually that's not true because XYZ." The masses will believe the Joe Rogan guest over the brain surgeon, and that's basically why society is failing. So thanks Joe

@external_idea @blockchainfatty @NicholasDClay @TeslaXplored Same mantra year after year. 0 Robotaxi competitors use camera only. What’s more likely? That the 7 live businesses and the next 5 launching in a yr are all stupid and wasteful entrepreneurs… or Elons full of 💩 It will be so obvious in hindsight. Don’t say no one told you

@blockchainfatty @NicholasDClay @TeslaXplored There are now lots of model Ys ready to dispatch as Robotaxi. It will remain slow, then all at once.

Funny how I was so naive and took Elons claims at face value. Should’ve known better since I’ve been following Tesla since 2019!! Yet, I’m still called a Tesla hater. When I’m just a Tesla realist. $tsla

@blockchainfatty @NicholasDClay @TeslaXplored The inconvenience is the cost. You might not believe this but stock prices always (eventually) reflect earnings. Very slow sell off so far, wait until earnings CC when faithful start questioning their beliefs. Or keep buying. Just bot calls for a bounce myself, very ST trade

@NicholasDClay @TeslaXplored Exactly what inconvenience does a person sitting a passenger watching a car drive seat cause? A same service Waymo did for years and still does remotely. Robotaxi is now over 550 cars and hiring for rapid expansion. Waymo has scaled 3000 cars in 20yrs of business.

@KookCapitalLLC …or it’s all BS, and old and new Musk fans keep believing the same lies of dominating new industries when they don’t have first mover advantage. TsLA has succeeded twice - EVs and Utility scale backup batteries. Both times, first to market - well done. The rest - all failures

tesla is the easiest bet on long term growth that exists today > physical ai / robotics = largest tam in history > $tsla will dominate robotics w optimus > terafab will revolutionize chip design + manufacturing > autonomous driving will reshape global transportation > data centres in space solves energy scaling its so simple yet so few see it on top of everything above, its likely that space x buys $tsla at some point following the ipo imo that likely happens in 2027 which will be after the initial cybercab and robotaxi ramp, thus after a re-rating of $tsla stock 1. robotaxi ramp 2. $tsla up 3. space x buys for a premium (40%???) 4. elon conglomerate becomes $x imo hard to lose if you dca $tsla ultimately you will be able to hold $x for decades it will be the new berkshire hathaway for the 21st century all elon companies that exist now and in the future will roll into it even the haters will read this post and know everything im saying will happen so whats the bear case?????? there isnt one, just timeframe patience wins here weekly chart below for reference $tsla

@TheSonOfWalkley Anyone with an IQ over 50 would have stopped long before.

BREAKING: $TSLA SELF-DRIVING “AVOIDS” CRASH DESPITE SMOKE AND DUST 👀 This is incredible !

@teslayoda Correct.

Probably nothing.

@ResearchPulse1 Yeh that’s done, I guess try again but there was nothing stopping them because I had they on pretty high level

UAE just approved Foundayo - Orforglipron! Will launch in May How the…… did that happen so fast. I doubt they have filed in other countries than US as the first. Middel east could likely be the area with the highest share of GLP1 users will prefer oral over injection. If priced reasonably. I have not seen prices mentioned yet $LLY $NVO $VKTX zawya.com/en/press-relea…

@RealJimChanos Sadly (for The Faithful) 20-25 cents annual EPS will be significant this year. After price cuts, cost rises, ZEV disappearance, GHG elimination and any remaining global carbon credits becoming nearly worthless, core business could be around breakeven. FCF… much worse.

(2) Accordingly, annual FSD revenues are probably running at $1.3B to $1.4B right now, or about 1.5% of Tesla total revenues. The annual EPS from FSD software is probably 20-25 cents per share. Not material after ten years. $TSLA

Tesla annual global car sales have plateaued at below 2% market share, with FSD adoption a fraction of that. After ten years. As the other automotive OEM’s catch-up w/their own autonomous platforms. $TSLA

@mikepat711 You don’t need to be an engineer to figure out that during 20 hours of any day cameras will be compromised 1%+. Shade, glare, dust or just confusing a black motocycle on a dark background for nothing at all. NO ONE else does camera only - bc they’re not stupid.

Tesla Self-Driving sucks and doesn't work. This compressed video shows 90 minutes of Tesla's V14.2.2.5 moving through the heart of Philadelphia, and back to the suburbs for some errands. As you watch this clip, you'll start to realize that Tesla's goal of autonomy at-scale is very far from here, and probably won't ever actually happen. The entire charade is nonsense. Tesla cars have level 2 ADAS just like SuperCruise and BlueCruise. Yes, your Chevy Silverado does do this. More music by the homie @StainlessOne

@FictionJohnny @GordonJohnson19 Can’t tell if this is sarcasm - if it is it’s funny , if not you prove that all a con artist needs is enough trusting people to succeed.

@GordonJohnson19 Tesla bears are delusional! Just watch Elon's latest presentation. Cars and energy don't matter. Robotaxis don't matter either. $TSLA is now the leading intergalactic AI chip company with Optimus robots building data centers in space powered by solar energy!

🧵 THREAD: What truly sucks about being a $TSLA skeptic/bear is that you can spend literally hundreds of hrs building detailed delivery models, triangulating regional registration data, parsing supplier checks, & modeling qtrly earnings — get the fundamental call exactly right — & watch the stock drop 5-10% on the print. Victory, right? Hold that thought. (1/16)

@OptionsSurgery @GordonJohnson19 @GLJ_Research You’re right but you need to understand exactly 0 about stock valuation to have gotten long Tesla at any point after the 2020 pump. Any rational person would consider it stupid. Until even pros learned he was manipulating the hell out of the stock… so you right, sort of.

@GordonJohnson19 @GLJ_Research I’m not a $TSLA fan but instead of researching it to the death you would have been far better if invested all this time.