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@neothehackerV2

#juve_ #ferrari_

Germany Katฤฑlฤฑm Aralฤฑk 2010
586 Takip Edilen383 Takipรงiler
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Dr. Simon
Dr. Simon@goddekยท
And just like thatโ€ฆ everybody stopped talking about the Epstein Files.
Dr. Simon tweet mediaDr. Simon tweet mediaDr. Simon tweet mediaDr. Simon tweet media
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Vaxxed Wegovy
Vaxxed Wegovy@VaxxedWegovyยท
Not at all. LOL My car has been improved on range, radar interface, smarter way to auto lock and close windows, dog and baby mode. The legacy automakers just accepted that their product kills babies, when they could avoid it. Are you still using the quality german Simens-nixdorf PCs LOL
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TeslaXander
TeslaXander@teslaxanderยท
Wรคhrend sich mein vier Jahre altes Model 3 jetzt gerade verbessert, fragt Chris im Skoda-Forum nach, ob er mit seinem gleichaltrigen Wagen (BJ 2022) รผberhaupt noch Updates bekommt. Er hรคngt auf Version 3.7 fest. Die aktuelle Software 5.4 wird er nie sehen, nur, weil er sich damals gegen Tesla entschieden hat.
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TeslaXander
TeslaXander@teslaxanderยท
Kritischer Rรผckruf bei Audi. Weltweit mรผssen 96.000 und in Deutschland 14.000 Fahrzeuge der Q8 e-Tron Baureihe wegen sicherheitsrelevanter Mรคngel an der Bremsanlange in die Werkstatt. ยปEine fehlerhafte Verbindung im Bereich des Bremspedals kann die Bremsleistung beeintrรคchtigen.ยซ
TeslaXander tweet media
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Ronny ใƒ„
Ronny ใƒ„@RonnyGolischยท
๐Ÿ‡ณ๐Ÿ‡ฑ Niederlande: Teslas Full Self-Driving (FSD) ist UNECE-konform! Auf Autobahnen max. 130 km/h einstellbar, hรถher gehtโ€™s in FSD nicht. Die Grenze folgt internationalen Vorschriften fรผr automatisiertes Fahren. Sicherheit zuerst. โœ…
Tesla Inside@TSLA_inside_

In the Netherlands, Full Self-Driving (FSD) is aligned with UNECE regulations. Maximum set speed on highways: 130 km/h It is not possible to set a higher speed within FSD This limit follows international automated driving regulations

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Kees Roelandschap
Kees Roelandschap@KRoelandschapยท
UNPOPULAR OPINION: A car without FSD belongs in a museum. Period.
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AlphaFox
AlphaFox@alphafoxยท
Center tire cap fading? Life hack solution: ๐Ÿ˜…
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Tesla Aaron L
Tesla Aaron L@TeslaAaronLยท
FSD has already started boosting productivity. it is undervalued.
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stekkerauto ๐Ÿš—โšก๏ธ
After holding for well over half a decade โ€“ and accumulating through dollar-cost averaging over the years โ€“ I have sold the vast majority of my 6k $TSLA shares in recent weeks. I purchased my first few shares after Model 3 was presented, as its possible impact was (almost) obvious. I'm still bullish on the company long term, but in the short to medium term Iโ€™ve lost confidence in meaningful upside. Even if Robotaxis were to scale tomorrow, much of that success is already priced in, given the sky-high P/E ratio. The potential downside now seems much larger, as we are running on fumes. Producing and selling cars appears to have become an afterthought, as Elon has bet everything on autonomy โ€“ which may well prove to be the right call in the long run. But as of now, I see too many indicators that the Robotaxi software simply isnโ€™t ready. I donโ€™t want to see piles of Cybercabs sitting on Tesla lots while the share price evaporates into thin air โ€“ and management stays traditionally mum. Optimus has yet to prove it's for real, and competitive. I'm tired of empty promises and dangling carrots. Risk-adjusted, TSLA is way too hot for me now. Weโ€™ve been through variations of this before, but it didn't fazed me as much because the trajectory was clear and I believed Elon had shareholdersโ€™ backs. That trust, however, has taken a major beating over the past few years. Elonโ€™s shenanigans โ€“ selling Tesla stock on the open market to buy Twitter, funneling money to xAI while granting Tesla only a tiny stake at a sky-high valuation โ€“ are just two examples. Then thereโ€™s the apparent desire to merge @SpaceX with Tesla, for reasons that are certainly good for Elon, but doubtful for Tesla shareholders. Elonโ€™s utter lack of enthusiasm on the recent earnings call sealed the deal for me. Trust is hard to gain and easy to lose. And even though I canโ€™t fully articulate it, Iโ€™ve lost confidence in Elonโ€™s willingness to make Tesla shareholders whole. Honorable mention to the ever-bullish $TSLA accounts on X, whose opinions are based on pure fantasy, utterly unmoored from market realities. These guys have blood on their hands, misleading retail investors, and they know it. Any pushback gets the standard response, โ€œok sell your shares then!โ€ Alright. I hope this is temporary and things work out in the end anyway. I still hold a few hundred Tesla shares and will continue to do so for nostalgic reasons โ€“ maybe things will work out after all. Iโ€™m still rooting for the team, and I might buy in again later. I still love the cars, even though the model range, too, could use some attention. Iโ€™ll also continue to hold a few hundred shares in a family portfolio I manage. This might turn out to be a stupid call of epic proportions right before a wide Robotaxi launch โ€“ akin to selling Apple before it went parabolic โ€“ but at my age I want to sleep without too much worry. Over recent months, Tesla has given me more worry than pleasure, so itโ€™s time to reallocate. Holding Tesla was fun when it felt like we were a band of visionary pirate underdogs, with Elon as our lead cheerleader. But something has changed. @elonmusk has new toys, and maybe weโ€™re now part of the establishment โ€“ and anyway, thereโ€™s no need to be married to a stock. For what itโ€™s worth, itโ€™s been an interesting ride. And anyway, isnโ€™t it all about the friends we made along the way? ๐ŸŸ๐Ÿ ๐Ÿก๐Ÿฆˆ๐Ÿ ๐ŸŸ
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BigOElectrify
BigOElectrify@BigOElectrifyยท
๐Ÿคฏ Unglaubliche Zustรคnde auf der StraรŸe - so kann das doch nicht weitergehen!
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Jamie Bonkiewicz
Jamie Bonkiewicz@JamieBonkiewiczยท
Just a reminder Trump raped a 13-year old child. Itโ€™s on record.
Jamie Bonkiewicz tweet media
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BonkDaCarnivore
BonkDaCarnivore@BonkDaCarnivoreยท
The disaster that is $TSLA's earnings, pt 1: There was so much wrong with Tesla's Q1 earnings tonight that I have to break it into smaller bits, and it could very well take up every queued post slot today. Let's dive in, shall we? Their Q1 print, at a glance, was "respectable enough" - EPS of .41 on just under 22.4B in revenue on the top line - good for a 17% and 1% beat of the ankle-high already reduced expectations of the street. YoY EPS of 52% and 16% on rev. QoQ numbers looked bad, but they couched it as the result of their aggressive sales promotion drive in Q4 to clear inventory (read: To make sure Elmo cleared the gates for his equity based compensation). Stock initially popped ~5% on the release. The only problem? It's all BS. If you look under the hood, you'll see that a whopping 480 million of their top line revenue was 1 time. Excluding that alone would knock their EPS to .31, an 11.4% miss. How did they do it and generate so much "free cash"? A big part was the age-old trick of *checks notes* simply not paying their bills. They had a quarterly revenue decline of 2.5B, papered by a 1.3B increase in payables with declining receivables of 617M. Oh, and they dumped their pre-paid expensive levels to 1B. They pushed supplier payments by 10 days - from 61 to 71. For the record, 6 months ago it was only 52 days, so they've stretched out their payments by 30%. Another way they did it was by - somehow, and I'm not sure how they did this or why it would pass audit - counted their tariff receivables twice (they booked the refunds both as income in auto and energy), and then cooked the books on how they calculate warranty flow. On that same vein of "simply don't pay": The expectation was they were going to report -1.8B in free cash and "surprised" with +1.4. Remember that 20 billion in capex they said they were going to spend on AI in FY26? Well, they upped that projection to 25B...but didn't spend ANY of that additional capex they said they were going to spend, in an attempt to frame their "hypergrowth" tale - they're implying they're going to backload it onto Q4 26 to drag out impact. Matter of fact, they only paid for 2.5B worth in Q1 - less than half of their previously claimed run rate. Meaning, if they hadn't delayed their previous stated expenditures, they would have missed by 300 million. And I don't even want to go into how they issued 4.5B in new debt. TL:DR: Literally everything about this earnings call, from a numbers perspective, is either outright fake or depressingly bad. If you don't see that, then you aren't an investor, you're a cultist.
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Kim Dotcom
Kim Dotcom@KimDotcomยท
Trump raped kids with Epstein
Kim Dotcom tweet media
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Food Hub
Food Hub@F0ODHubยท
What drink goes best with this?
Food Hub tweet media
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Yolotaxi Fool Self Driving Fleet Management LLC
$TSLA NEGATIVE FCF FOR THE REST OF THE YEAR
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Fred Lambert
Fred Lambert@FredLambertยท
$TSLA CFO confirms negative free cash flow going forward
Fred Lambert@FredLambert

Tesla $TSLA earnings might look good on the surface, but they are in complete shambles if you dig even a little: - Tesla Listed "one-time warranty and tariff benefits" as the #1 driver of profitability โ€” refused to disclose the dollar amount - Seemingly Booked IEEPA tariff refunds as income in both auto AND energy segments after the Supreme Court ruling โ€” a one-quarter windfall - Stretched supplier payments from 61 to 71 days โ€” up from 52 days two quarters ago โ€” adding $1.3B to payables to juice cash flow - Issued $4.3B in new debt (3x last quarter) to keep the cash position flat after a $2B SpaceX investment Meanwhile: deliveries missed, inventory piling up to 27 days of supply, energy storage down 15%, and GAAP net margin was just 2.1%

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Motorhead
Motorhead@BradMunchenยท
Kudos to the $TSLA Accounting Dept. ๐Ÿ‘ +7% QoQ in ASPs despite 0% loan deals & px cuts ATH Energy gross margin of 40% despite px war & tariffs +FCF by only using 12% of 2026 capex budget Rival carmakers should be envious. But, what's the deal with driverless robotaxis? Wen?
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