
Robert Puklin
4.5K posts

Robert Puklin
@robertpuklin
- I'm here to chew bubblegum and kick ass, and I'm all out of bubblegum
Katılım Aralık 2021
261 Takip Edilen251 Takipçiler

@Chris38131924 @GuntherEagleman How dare they, develop companies that offer services for which european customers are willing to shell out billions!
English

@GuntherEagleman LOL How stupid people like you are. You should start with stopping to rip off your own people with all the corruption in your country. Your system is at fault. The US Tech companies making billions in the Europe and basically pay no tax. Lucky you, Europe allows this...
English

🚨 GERMANY VS SANITY: America funds 45% of ALL global pharmaceutical research, yet Germany and the EU keep screwing us with socialist price controls, forcing Americans to pay the highest prices while they freeload.
We rebuilt Europe, bankroll NATO, and subsidize their drugs… and they still want more. Enough!
Trump’s team is done with the freeloading. Time for reciprocity, no more one way alliances. Section 301 should be used to end this rip off and bring fairness for American taxpayers.
Germany’s chancellor can talk big, but the gravy train stops now.

English

@astronomy89 @tyler_digital @FT @grok @grok how long after the IPO was Amazon included into S&P500 and other benchmark indexes?
English

@tyler_digital @FT @Grok, was Amazon profitable when it went public? How many years did it take Amazon to become profitable after it went public?
English

SpaceX and the ‘enshittification’ of markets ft.trib.al/Eg8jmJA
English

In three weeks, Tesla’s Robotaxi ride-hailing service turns one.🥳
It launched in Austin, Texas, on June 22, 2025. Since then, we have come a long, long way. It is easy to forget how early this still is, but also how much has already changed in just one year.
@Tesla
English

@wolfejosh You misspelled unethical. Funds contain pensions, life savings... those are not gambling chips for exit liquidity.
English

Robert Puklin retweetledi

@Hedgeye As I said from day 1, it's a manufactured squeeze, aka scam. It's the greatest heist in stock market history.
English
Robert Puklin retweetledi

Rule changes for the SpaceX $SPCX IPO:
Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5.
This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations.
Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months.
Russell 1000 and Nasdaq 100 funds will absorb 24%.
The rules built to protect passive investors:
1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived.
2. Nasdaq cut its inclusion window from 90 trading days to 15.
3. FTSE Russell cut its to 5.
All three benchmarks are now structured to buy SpaceX at IPO pricing.
English

Was aware of the timing. Jameson omitting there were 6 other companies with the same licence was just a confirmation of influencer reality bending.
Whatever the moat Tesla had, is being constantly eroded and narrowed.
austintexas.gov/transportation…
I like the company and the products, but I'm not placing all my eggs in Elon's basket.
May reconsider a partial reentry post SpaceX IPO / Merge shenanigans.
English

600+ investors are now paying $500/month for our research.
We launched on March 16.
On May 13, we crossed 500.
Today, less than three weeks later, we crossed 600.
No marketing budget.
No paid promotion.
No growth hacks.
Nothing.
This has grown entirely organically, mostly by word of mouth and investors sharing the work with other serious investors.
Appreciate everyone who saw the vision early and everyone who joined since.
The goal was never to build another noisy stock account. The goal was to build a serious research operation for investors who value depth, independent thinking, accurate forecasts, and the willingness to change our mind when the facts change.
No victory lap.
Just grateful.
Back to work.

English

@arner2500 @alojoh @stekkerauto You will feel an infinite relief after exiting.
Remember all the moments of Elon picking fights on X and thinking in yourself how you got screwed again by his lack of restraint.
English

I’m still in the process of reducing my position in the stock. It’s actually insane how many of us where (and still are) in the all in TSLA cult. Elon played us well. I was beginning to doubt him more and more this year and luckily AJ pushed me over the edge to abandon the cult. I’m not planning to go completely out of the stock, but my god I feel so much better already having sold 60% of it
English

@electricalfan @alojoh @stekkerauto The list is quite long. Wrote my comment in the moment, otherwise it would have been an essay on how to lose investor trust.
English

Completed my exit from TSLA today.
It all started with an optimistic vision of the future. EVs and green energy is a wonderful ideal. Some 20 years ago I cried after watching "Who killed the electric car".
My rational mind got clouded by the Tesla influencers. Confirmation bias at the finest. Swallowed every vague promise, bought every dip.
Started following your account some 2 years ago. Went down the rabbit hole. Re-assessed my believes about Tesla and Elon.
The unethical dealings of the Space X IPO and inter-company dealings (2B from T to xAI after the former got inflated in valuation) was the final straw.
Thank you for enlightening me @alojoh !
English

@stekkerauto Nice to see some gains after all these years in TSLA, isn't it?
English
Robert Puklin retweetledi

SpaceX S-1 word count:
→ "AI": 1,251x
→ "First principles": 27x
→ "Light of consciousness": 10x
More mentions of "AI" than the word "Jesus" gets in the Bible — and once you see the financials, you'll understand why. Find the full story below👇

Ed Elson@edels0n
English

@Realcoinforge This time it will be the 2nd half of the parabolic curve. The max altitude to ground level part.
English

🇺🇸 SOMETHING INSANE IS HAPPENING TO TESLA RIGHT NOW.
In 2020, $TSLA went on a parabolic run and expanded more than 3,300%.
Now in 2026, Tesla is repeating the exact same bull flag breakout, same trendline break, same outcome.
Will this be as aggressive as in 2020?
Probably not.
Will it make you a load of money?
Probably.
English

@robertpuklin @P_Kallioniemi @UnderSecPD No, in a free society I am entitled to pick a) over b). Which is precisely what I said in my comment.
You on the other hand wish me not to have this choice. I would call it opinion policing.
English

Europe claims that its lawsuit against X over bluechecks is about consumer deception: that if the ☑️ merely means “user paid,” the platform should not suggest some other imprimatur. But a key force at play, here, is foreign governments’ desire to control who commands credibility, even on American platforms.
Europa.com@europa
🇩🇪 Germany’s state media regulators are preparing new rules that could force platforms like X, Facebook, TikTok and Instagram to give greater visibility to “trusted” or “reliable” media outlets in their algorithms. The proposal is being framed as a way to combat “disinformation” and protect media plurality. The plans are unfolding alongside a broader EU drive for tighter online regulation under the Digital Services Act (DSA). Follow: @europa
English

@TalencoNews @P_Kallioniemi @UnderSecPD Maybe from your point of view, but each individuals world view depends on:
a) trust or distrust vs. the state
b) trust or distrust vs. media owners (Musk/Besos)
Therefore by forcing a) or b) you would be harming the freedom of the other group.
That's why I said "False Choice".
English

@robertpuklin @P_Kallioniemi @UnderSecPD How do you mean false? That is precisely the real choice right now.
In a utopian world it might work with well educated people deciding freely, in the this real world we're stuck in, that's hardly an alternative.
English

@TalencoNews @P_Kallioniemi @UnderSecPD Same, but that is a false choice.
We the people should be free to decide ourselves.
English

@robertpuklin @P_Kallioniemi @UnderSecPD I'd rather have the state decide than, say Elon Musk or Jeff Bezos.
English

cousin marriage was LEGAL in sweden?!
Visegrád 24@visegrad24
Sweden has just BANNED cousin marriage and close relative marriage! 🇸🇪
English

The number of people commenting on the SpaceX IPO talking like @elonmusk invented the Kardashev Scale.
There is a clue in the name, people. It isn’t called the Musk Scale!
English

@P_Kallioniemi @UnderSecPD The issue is that only state decides on which media is "trusted" or "reliable" .
English

@UnderSecPD I know this might be hard for you to understand, but European states are free to set their own laws on social media. And if American companies want to operate in these countries, they have to comply with those laws.
English




