heychul

Breaking News: Dr. Marty Makary resigned as commissioner of the FDA, according to an administration official, after weeks of pressure and rumors that President Trump was planning to fire him. nyti.ms/3Pjpfjp

@pdicarlotrader Now worth 1/3 as much as $tsm Wow.

This $INTC bull cycle has been insane. Price is up over 170% since the cycle started in July 2025. In this video I walk through how you could have spotted the cycle early and, more importantly, how far this rally is most likely to run from here.

@pdicarlotrader I really enjoy your analysis. I think we’re headed to $620 a share but with the way Tesla moves, I could see an over shoot to $666

$TSLA coming into a key level 🚨 Strong bounce off the $330 low last month, but price is now pressing into heavy resistance. For a real shot at new highs, I want to see the 33FVB flip green. My plan: watch $430–$440 for rejection. If FVB flips green through that zone, bulls take back control.

@BoBbyPleWniaK Weird feeling that the merger is going to take place at that price

Sorry everyone. I did not sell calls today at 400. It’s all my fault. I will next time and we will go to 420.69. I take all the blame. $TSLA

@NotA_Bull I should have picked Jensen

You have to bet your entire portfolio on ONE CEO for the next 10 years. Who are you picking? Elon Musk $TSLA Jensen Huang $NVDA

@HinrichsZane @JoeTegtmeyer Please don’t do this

Is this the top-secret vehicle that will be built in the Giga Semi factory (SFNF) in Nevada? Is the entrance the Easter egg?

@elonmusk Protect these people! instagram.com/reel/DXEC1bCEz…

@USGS West Virginia here is come!

A new USGS assessment estimates that the Appalachian region of the eastern U.S. contains 2.3 million metric tons of undiscovered, economically recoverable lithium. That's enough lithium to replace 328 years of imports! Lithium is essential for batteries that power EVs, energy storage systems, electronics, and military technologies. The U.S. still relies heavily on foreign supply, and this research shows that the Appalachians contain enough lithium to help meet the nation's growing needs. Read more about what this geologic assessment means for U.S. supply: ow.ly/V73e50YRhJg 📸: Lithium in pegmatite, with tantalum (black)

@JamesTate121 Clown show is on point!

The 2026 Met Gala — scheduled for May 4 — is struggling to sell out, with ticket prices falling from last year's $75,000 per seat and $350,000 per table. Insiders say designers are pulling back, with one source stating bluntly: "The demand just isn't there." The crisis is driven by two forces: the appointment of Jeff Bezos and wife Lauren Sánchez as honorary co-chairs and primary sponsors, and the fading authority of Anna Wintour following her exit as Vogue editor-in-chief, replaced by Chloé Malle. Boycott posters have appeared across New York City targeting Bezos over Amazon's labor practices, tax avoidance, and ties to the Trump administration. Insiders describe the event as having lost its cultural cachet — "It stopped feeling aspirational and started feeling like a billionaire circus." NYC mayoral candidate Zohran Mamdani declined his invitation publicly. With Wintour's industry power waning, observers note the gala's leverage over fashion careers has diminished significantly. Sources: Irish Star, The Mirror, RadarOnline — April 2026

I’m just talking my book here. Being or getting long,$tsla here seems like a no-brainer. Cyber cab seems on schedule to roll out second half of this year and Robotaxi should start operating even if supervised. At that point, even have to stock price gets depressed towards $330 lvl, there is the looming merger or more likely takeover of Tesla by SpaceX, which will happen at a premium to whatever price is likely about 20%. That’s the downside. The upside is Robotaxi is released in conjunction with cyber cab ramp up with unsupervised full self driving and the stock cost through the roof. All a while, the possibility of a 20% premium takeover of $ TSLA lurks in the background. Any thoughts?

If memory serves me right, Elon has a restriction to be able to sell any shares for at least 5 years. Whoever is paying the shorts today is just spewing fake news. $tsla

@squawksquare You know they could push this down all they want, but if and when the merger occurs they’re still gonna be a 20% premium to the stock price so this is popping back up!

$tsla back to being…

@flntwd @smdcapital @DanBTC916 If you follow the $ it usually shows the path. Indeed this is exactly what I’ve been thinking since the merger idea became popular. Some of the bulls on X are obviously compromised in Elons favor. You can tell by their gymnastic feats in defense of what’s happening.

This is a long write-up but worth the read for Tesla investors who are interested in the prospect of a Tesla / SpaceX merger. @smdcapital @DanBTC916 As a former big law M&A attorney, I have been thinking about this potential transaction for many months now, trying to figure out how it would work, what the timing would be, mechanics, structure, etc. With the recent decline in TSLA stock and negative sentiment following last week’s call, many Tesla bulls (I won’t name names) are now working overtime to convince followers that a near-term merger following SpaceX’s IPO is the right path forward. Indeed, Elon seemed to be dropping some hints with his commentary about Terafab, particularly the inherent conflicts and the difficulty in parsing out rights and responsibilities between each company. And I do think Elon has had this thought in the back of his mind for the past few years, seeing the combination of his companies under a single structure as inevitable. I also think, through his actions and inactions (delays, missed deadlines, moving goal posts, divisiveness, politics, lack of enthusiasm on quarterly calls, etc.), he has kept the TSLA share price suppressed with that ultimate goal in mind. Occam’s razor. So here are the mechanics. SpaceX is expected to IPO at a $1.75-$2.0T valuation. It will have a dual-class share structure, where Elon retains the voting shares. Tesla has a single class share structure where each share has both voting and economic interests. For a near-term merger to be viable, Elon has to ensure SpaceX maintains or exceeds its IPO valuation, and Tesla valuation stays at or below current levels. Why? It is almost guaranteed that SpaceX would be the surviving entity in a merger scenario, so Elon can maintain the dual-class share structure and thus, maintain majority voting control. It is not legally possible to implement this type of structure at Tesla post-IPO, so the only way to keep it is if SpaceX is the surviving entity. And in order to convince Tesla shareholders to give up their voting rights in exchange for non-voting, economic shares in SpaceX (which is how such deals are commonly structured), SpaceX will have to offer a premium to Tesla holders — precedent is in the range of 20-40%. If Tesla is trading at a similar valuation to SpaceX, e.g., $2.0 trillion, and SpaceX has to pay a 20-40% premium to entice Tesla shareholders to approve the deal and give up their voting rights, then SpaceX shareholders would be diluted and are less likely to approve the transaction. If SpaceX is trading at $2.0 trillion and TSLA at its current $1.4 trillion market cap ($375/share), SpaceX can offer a 40% premium ($2.0 trillion valuation, $525/share, top-end of precedent) and avoid dilution. TSLA shareholders would almost certainly approve such an offer in light of current sentiment and Elon’s recent guidance (or lack thereof). Keeping the TSLA share price suppressed is the only way any near-term merger is viable in my opinion. I understand why Elon wants to combine the companies. It would significantly simplify governance and streamline his workload. And I ultimately think a combination of the two companies in the future makes sense. But the reality is, we have waited patiently for years now (with the stock trading lower today than it traded 5 years ago!), and we are finally on the cusp of a significant re-rating once robotaxi is scaled and Optimus goes into volume production. As a Tesla shareholder, I would prefer to consider a merger with SpaceX after the re-rating, when Tesla is trading at a much higher valuation. Why give it up now in the 11th hour when we’ve waited this long already? At the end of the day, what’s good for Elon isn’t necessarily good for Tesla shareholders.

@KirstenGrind @susannecraig What’s wrong with you? This is so desperate.

NEW: Elon Musk took $500 million in loans out at SpaceX, a move that would have been illegal at a public company. It's just one example of the years of financial engineering at the helm of his companies. Latest investigation with @susannecraig nytimes.com/2026/04/24/tec…

He is clever and even smarter. There is no world where he ramps the cybercab without being able to roll out robotaxi. I think it’s going to happen. He is gonna do it… Perhaps full unsupervised FSD won’t be made available to Tesla car owners until he can figure out how to control liability for those users. I’m pretty confident that he will roll out robotaxi along with full ramp on the factory line.

Can somebody explain to me why Tesla is going in full production of Cybercab ? Unsupervised FSD is , obviously, and sadly (at least) one more year away (Musk explained that he is waiting for it to be PERFECT , which will NEVER happen). So what is he going to do with all these "Cybercabs" ? Park them around Giga Austin ? Meanwhile the stock is lower , again, and will (sadly too) finish lower today !

Yeah they really drove prices down a lot. Bit worrisome back under $385 Well. If the cybercab ramps and they can’t be put them into service or they require supervision, it would be a tremendous hit to the company and I don’t think Elon could withstand that happening. He has a way of getting it done when it’s needed, With lots of drama of course.

@heychulkim If nothing changed, why did price react this hard? Do you think the Cybercab ramp actually becomes the real catalyst here?

This dip in $TSLA today is NOT capex spend. It's Elon's inability to articulate a confident road map for Tesla. That's it.

He has been off at all of them. He doesn’t care about stock price and it makes it impossible to be all in unless you don’t have real dependents and a future that relies on your investments. And although he will die trying to accomplish his objectives, you should know his is willing to take risks that often defy convention. I’m fucking exhausted from being an investor since 2017. Overall I’ve made some good money and I DO believe in the mission, but it’s been difficult being invested in $tsla. Additionally I do not align with him on many outside projects which seems to be part of the package that I can’t always support. I’ve since reduced my exposure from 140% to about 80%. And have decided to pay off debt rather than mortgage myself to support Tesla.

I’m not sorry if my comments offend anyone. Elon did horribly on the call. Nothing should get a pass just because he is changing the world. If he didn’t have time for this, he should have assigned someone else. Don’t just unfollow me, please just block next time @WR4NYGov As a shareholder, I expect more from our leader than the energy I got today. Tesla is a publicly traded company, and you should not be allowed to act this way just because you are the boss and everyone is afraid of you. Someone has to step in. Elon was in the best of moods leading up to the compensation vote. No one forgets that. He can act the part if he wants to. Clearly today he was off.

@losthorizen @TSLAFanMtl I wouldn’t call destroyed just about a $20 billion stumble That time of money could’ve been spent on at least two other options. I would’ve expanded TAM.

@heychulkim @TSLAFanMtl Yes, CT basically destroyed Tesla.

Only a matter of time before diner revenue > CT revenue.

instagram.com/reel/DW1a-hTz8… Not bad !!