Mat

@Mr_Derivatives Oh wow so cool much troll let’s be a dick and be difficult when being asked legitimate questions that affect my shareholders - so cool $GME

$GME Ryan be trolling CNBC lol…

@Mr_Derivatives Just your standard pump and dump - guess Cohen was hoping for a $GME meme pump but that didn’t materialise lol

$GME $EBAY “End goal is to compete against Amazon.” -Ryan Cohen This is gonna be the greatest deal in the world. Or the worst deal in the world. Feel like no inbetween with this one… Rooting for them though!

@Jeffsusan1012 @donewithlogic @WSJ It is still dwarfed by $EBAY 2bn net income; not really sure why the $GME hodlers seem to think eBay needs any help lol

@itsthetej @donewithlogic @WSJ Have you looked beyond the headline? Why is top line declining? They closed thousands of stores in the past 4 years. They went crazy on efficiency. SG&A is down by a factor of 4. You can't ignore 597 million in income last year.

GameStop is preparing a takeover offer for the online marketplace eBay. If the videogame retailer succeeds, it won’t be buying your dad’s eBay. on.wsj.com/4daldCa

@donewithlogic @WSJ $GME top line is declining and eBay is the more profitable of them two

@itsthetej @WSJ what dying meme company? the profitable one with 9+ billion cash on hand?

@pepemoonboy Ah yes, $EBAY - a healthy growing company is desperate to be acquired by a dying meme stock $GME with a bunch of grifters

$GME acquiring $EBAY would an amazing move. $EBAY is benefitting heavily from the ongoing Pokemon craze, and will continue to do so for the foreseeable future. Imagine if $GME announced a Bitcoin reserve as well...their stock would fly. Ryan Cohen, hire this frog!

@MoneyPrinter “Sleepy management” which managed to turn around the company to grow ~20%, while $GME continues to decline lol

sleepy management with no skin in the game $EBAY

@OisinBollwerk @benedictk__ Sounds like an amazing plan

@benedictk__ Codex pro user here based in Zurich, keen to join. @itsthetej will help us with wine selection I'm sure!

Ok hear me out - wine and codex. We can set this up. Vienna, Munich, Zurich - who be keen? We (that is OpenAI) take over a wine bar and invite you (codex / coding power users) to talk codex and coding.

$SPY so basically we are where we were last night?

@AuclairsDad I am pretty sure there has already been a lot of friction with Trump’s constant attacks on NATO members; it was only a few months ago when he was talking about invading a fellow NATO member, Denmark

How my expired $UVXY calls look at me right now

@investingluc $TSLA of 2026 is very different than the one of 2013 - sure, he made the electric cars possible, but since then has lost the plot

@itsthetej They’ve been saying this for a decade man. “Electric vehicles are impossible” etc etc. Just keeps going up

I do think we are fast approaching the end of $TSLA's days ...under $500 Betting against Elon Musk has been financial suicide for over a decade. 2026 feels like a major "inflection point" for Elon. - merges xAI + SpaceX (maybe Tesla soon?!) - SpaceX goes public - becomes world's first trillionaire? - ai, autonomy, humanoid robotics, and space scaling at the *same time* - bought $1B worth of $TSLA stock personally (largest ever) Tesla is the cleanest public-market exposure to all of it...currently trading at $420. Hard to imagine $TSLA not seeing $500 at some point this year.

@investingluc Has the stock gone up though because the fundamentals have improved, competition situation got better or there has been a breakthrough? Or is it simply just fanboys buying into and hyping the stock

@randomARK95 @BonkDaCarnivore Many other automakers are growing - with the Chinese EV manufacturers growing like crazy and they don’t have the valuation Tesla has

@itsthetej @BonkDaCarnivore Almost every auto manufacturer has been in decline the last two years friend. That doesn’t mean they are failing and going to 0 like you all think.

I get asked this a lot. Almost every time I do an economic space, in fact. "Why do you hate $TSLA so much?" It's all a scam, from every angle. Anyone who has access to Tesla insiders will hear the same story from them: The whole Optimus experiment is largely a fraud. Every notable executive on the project has left the company, and the vast majority of the engineers took off, too. Every demo of Optimus was telecontrolled by a human in a nearby room - the robots themselves have absolutely no autonomous capabilities and are years behind their competitors. This isn't "inside information", this is something various engineers have said and Tesla has admitted; what I've heard from former executives largely just serves to validate what has been said publicly as "understating the problem". Nobody wants their cars. Robotic taxi service is going to become a commodity service, and Tesla is way behind its competition there with no path to close the gap. The solar roofs were a great idea executed terribly (I have the solar roofs on multiple properties, and they're great, but I'd never buy another one because of the Tesla factor). The only interesting vertical in the entire company is the power delivery unit. It's growing at a VERY healthy clip, but the margins aren't there and at best help wipe away some of the NEGATIVE value of the company in other verticals. Tesla is a stock that is buoyed by nothing more than dumb money that keeps piling in to it and a CEO that gets away with making fraudulent claim after fraudulent claim with no repercussions. It has a useless board that won't keep him in check, and instead allows him to continue consolidating power when he's run the company terribly over the last few years. And THAT'S why I shorted it heavily at the end of 2024 (and made a fortune doing so) and why I again shorted it at the end of 2025. It's simple: I don't go long on bad companies with bad prospects.

@randomARK95 @BonkDaCarnivore Sales numbers tell a very different story.

Brother, all a scam from every angle is absolutely absurd. Everybody that I talk to that owns a $TESLA loves it and tells EVERYBODY about it. I haven’t had someone tell me about their Honda or Toyota in 20+ years. You short and I long and we meet up in a decade and compare. Best of luck

@themarketradar Hörnli Hütte is top tier - try the ribs!

gm fellas

@donerkebab7 @gnoble79 $META and $GOOG P/E is 27, $TSLA is 261 - I.e. almost 10x more expensive + both of them grow, while Tesla keeps declining. Seems like you don’t have your facts straight

@itsthetej @gnoble79 It is not, you need to get accurate data before asking questions.

$TSLA revenues $98B vs $2.244T for the other 20 automakers combined. $TSLA EBIT $7B vs $144B for the other 20 combined. So let me get this straight. $TSLA is worth more than the other 20 automakers combined. However the other 20 companies combined generate 23x in revenues and 20x in EBIT. Sounds about right. @RealJimChanos @BradMunchen @GordonJohnson19 @fallacyalarm @amitisinvesting

@donerkebab7 @gnoble79 But why is it valued more than better-performing software companies that actually grow, like $META or $GOOG?

@gnoble79 It’s cute when they don’t understand that Tesla isn’t a car maker.

@MichaelAArouet create a cult-like following of brainwashed people believing all the hype Musk spreads, and once it is obvious he lied they jump on the next set of obvious lies. Rinse and repeat. Like FSD in 2017, Semis, Roadster or Optimus that will never happen