Don Bowler

"Okay, so they have the best selling car in the world. So what?"

@BNONews This guy wont ever see the sky again. Good riddance.

NEW: Cole Allen wrote a manifesto saying he was targeting Trump officials: "I am no longer willing to permit a pedophile, rapist, and traitor to coat my hands with his crimes."

@patientinvestor What if I bought 9 years ago?

If you bought Tesla 5 years ago, you’d be down 7%. Valuations do matter! $TSLA

@TexasTSLA @robotaxi Oh, the humanity!!!

😞 Tesla @robotaxi in Dallas fails to read the sign correctly and refuses to turn on red 😖 Angry driver honks 4 times and finally goes around! 🤬🤬🤬 It turned on red at other lights but I think this sign confused it 😭

@StephenFleming I ABSOLUTELY LOVE THIS. When the time is right, ELON can JACK THE PRICES UP on non-tesla vehicles at super charger stations and completely RULE THE MARKET

Had a conversation last night with a neighbor who just bought a new (non-Tesla) EV. He really wanted the Tesla’s self-driving but couldn’t write a check to Elon Musk. So he is driving an inferior vehicle, and telling himself the other vendors will catch up in a few years.

Checkmate, assholes

@elonmusk Don't forget G.M. hired NAZI soldiers after the war to work in their Michigan factories.

The fact that I wasn’t funded by the SPLC proves I’m not a Nazi

@realannapaulina @SenateGOP Not that simple, sweetheart. Yes, voter i.d. but WHAT i.d.? Here in Georgia they ask for a driver license. Well, SAA ain't taking that, babe. That means it makes it HARDER to vote. And to eliminate what? 50 fraudulent votes?

In this week’s edition of “pretending to legislate,” the @SenateGOP has decided to blatantly lie to the American people on the Save America (again). Btw they are about to go on Recess.

@JCChristopher Musk slow rolling robotaxi and sandbagging performance to keep stock down before SPACEX IPO and merger.

After my last Tesla Unsupervised Robotaxi for the day dropped me back off at Willowbrook Mall, I had some young folks come up and ask questions about it. They were intrigued and thought it was really cool! And the Robotaxi performed a really good maneuver to leave the Uber/Lyft/Rideshare parking area to get around an Uber driver who had done a poor curbside parking job.

@Ravious101 So, credit card tips will eventually be paid out on your paycheck and taxed. Most places won't let you take them home as cash anymore. Enjoy that while it lasts.

Brynnleytaylur Picked up a double tomorrow, let’s hope it goes as good as today 💃💅🏻 #fyp #server #tips

@gnoble79 Nice try. Not selling.

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC

@GrindeOptions @ThomAquinas77

@ThomAquinas77 Sandbagging

How are we feeling about the $TSLA earnings call and the future for the stock this year? 🤔

NEWS: Elon Musk has confirmed that HW3 can't achieve Unsupervised FSD. "For customers that have bought FSD on HW3, we are offing a discounted trade-in for cars that have AI4, and also offering the ability to upgrade the cars computer and cameras. We're going to have to set up micro factories in major metro areas. I do think over time it will make sense for us to convert all HW3 cars to HW4."

@JuddadiahJohnsn @ThrillaRilla369 Lol. Okie dokie.

@don_bowler @ThrillaRilla369 I don't drink. It's bad for your health

You're eating out and the bill is $74 - what are you tipping? Be honest, I'm trying to prove a point.

Happy Tesla Earnings Day How is everyone feeling?! $TSLA

@BangerTickerz @BestTrader01 The lady doth protest too much, methinks.

@BestTrader01 Tesla retail deserve it , if a herd of sheep embodied human qualities u would end up with Tesla shareholders

$TSLA - $1.27 Billion Dollar Outflow when Tesla was above $400! 2 Days Ago! Elon Probably SOLD his $390 Buy from Last Year! 😂

@BoBbyPleWniaK @grok

Not sure how I feel about tomorrow. Overall bullish on $TSLA. @grok, has Tesla $TSLA ever traded over 350 heading into earnings and closed green the next day after the report and call? It seems like we only get a big run after earnings if we are sub 250. I'm not sure what Grok will say, but it feels like every time we are over 300, at least the next day after earnings the move is just under the expected move. So likely down 15-18 points.

@MarketRebels @petenajarian @jonnajarian Humans suck at driving. And they are NOT getting better. They are getting WORSE. It doesn't matter if you "ENJOY" it or like to see other humans with their hands on the wheel. 40,000 American die in car accidents EVERY year.

Tesla $TSLA is scheduled to announce its first-quarter results after the market closes tomorrow @petenajarian @jonnajarian #ITSNOTANOPTION 📙

@Hoopss Guilty as charged.

Have to ask again, who drinks wine while playing games with kids?

@PolitiReality Cope.

The $TSLA cash burn this Q could be material and only the beginning. You have to believe the pumping last 30 days can only be to inflate to rescue what will be a clear declining business with unmet promises almost a decade old and really no further along than they were when 1MM Robotaxis in 2020 were promised in 2019.