Claude Hammond

CONFIRMED: Trump’s DOJ has settled Trump’s own lawsuit against his own IRS by creating a $1.776 billion taxpayer-funded “anti-weaponization” fund for people who claim they were politically targeted. Trump sued the government he controls, then his DOJ agreed to create a billion-dollar fund that can benefit his political allies, paid for by the American people. If spread across American households, that is roughly $14 per household to fund this disgusting program. So while families are being told there is no money for health care, schools, child care, disaster relief, or lowering costs, Trump’s government somehow found $1.776 billion to compensate the people in his political orbit. This is CORRUPTION!

007 or 0047?🤣

Just a reminder for every blind $TSLA shareholder daydreaming daily and unable to see the BS that Elon Musk has caused the company since 2021: here's a list of facts, you dipshit—all of which happened to Tesla while he was boosting SpaceX by 20X and enriching himself with a net worth that quadrupled from $220B to $840B: 1. Sold $22B in Tesla stock to pay taxes. 2. Sold $26B in Tesla stock to acquire another publicly traded company, crashing $TSLA from $414.5 to $101.7. 3. Destroyed the Tesla brand with political rhetoric against half of his customer base. 4. Stole Tesla xAI and claimed no one would work for the new company if involved with Tesla (there's a lawsuit against him). 5. Threatened to leave Tesla if he didn't regain voting power after losing it due to stock sales—then blamed Tesla. 6. Broke all promises and lied to Wall Street. 7. Failed to deliver on every promise since 2020: no meaningful Robotaxi or unsupervised FSD—completely stalled. 8. The balance sheet is disastrous, yet he announced over $30B CapEx that will push the company into negative cash flow for the TerraFab fantasy (no guarantee). 9. Zero PR, zero press, zero marketing—instead he uses his yes-man to drip-feed news to investors—while Starlink gets full support and marketing to reach bigger markets. All by design to keep Tesla's valuation suppressed, with sales and revenue deteriorating. 10. Entertained a merger idea using his yes-man team to brainwash retail investors so he could rob long stockholders before unlocking unsupervised FSD and Robotaxi value (taking the company to over $4 trillion) and letting SpaceX assume the valuation instead. This is beyond theft and criminal manipulation. This is not what $TSLA shareholders signed up for or voted for.

🇺🇸 Thomas Massie said that the US government is "under siege" by foreign lobbyists.

You've heard about this story. Now you get to see it. I traveled to Columbus, Ohio, and witnessed the most egregious government waste I've seen in my 20 years as an investigative reporter. This has been going on for years, and you've been paying for it. Take a look⬇️

Wow - Good job Jason.

🚨Must Read🚨 In short, for as long as Elon doesn’t have control over $TSLA (13-20% owned no voting power yet) like he does with SpaceX (42%+ voting power), don’t expect $TSLA to move out of its 6-year range ($100-$450). It’ll continue in the same range until Elon somehow gets the majority of voting power over Tesla! And guess what! The easiest way is to lower its valuation (bad earnings, missing deadlines, broken promises) while boosting SpaceX valuation (by going IPO), then merge them together and BINGO, he gets the majority while you get diluted. And no, he doesn’t care about his holdings in Tesla because it doesn’t matter since he’s owning over 50% of the newly merged company! And now you know why I have been calling out Elon dishonesty and shady intent — look at jury conclusion about him for Twitter Shares manipulation during his acquisition- he found guilty !! Public record ! Every year there’s something to worry about in Tesla investment - every year! Is this how it supposed to be ?! Nah.. BS!! @elonmusk

Please don’t arrest me.

@SawyerMerritt They had to eat their own dog food with using this on the cyber taxi. That caused the improvement.

This weekend, I spent about an hour total riding in the back seat of my Model Y while using the updated Actually Smart Summon, across four different parking lots, some of them very busy. The car handled everything very well. Its behavior felt so natural that hardly anyone even noticed it was driving itself lol. The improvements with Actually Smart Summon in FSD V14.3.2 are notable. Tesla recently unified the model between Actually Smart Summon, FSD, and Robotaxi for more capable and reliable behavior. The car now pulls over in a much more natural and robotaxi like way, and responds instantly to app input. When you initiate the summon, it starts driving immediately. If you lift your finger off the button, it stops immediately. If someone is backing out, the car will recognize that and react before you could. Also, zero connection issues. You can feel Tesla laying the ground work for banish in the future. I'd like to see the max operating speed increased above 6 MPH. If you get FSD V14.3.2, definitely go try out the updated Actually Smart Summon. Here's some of my testing:

Wow Waymo crashes and just bounces. I bet this won’t even be covered by any major news outlet but if this was Tesla it would never end

Now try doing this same bit with a 2021 Tesla Investor vs a 2026 investor. 2021 investor: wow we must be so close to selling 20M vehicles per year, crazy you’re only four years away from hitting that! 2026 investor: actually we don’t care about deliveries anymore. 2021 investor: oh that must be because robotaxis are so dominant, is that driving all the earnings growth now? 2026 investor: ummm, not exactly… 2021 investor: well how’s the energy business doing, we must be installing 10K solar roofs per week now right? 2026 investor: no but we’re going to have the roadster unveil soon!

I’m not saying that both companies don’t have promising prospects, I’m saying that Tesla uniquely has a massively ramped assembly line already that pumps out cars at a one-time $7K profit. “With the push of a software update”, those will now produce 30K+ recurring annual profit. That is a step change. The others are new products with that have promising prospects, not a step function like robotaxi. One cannot believe that we are very close to “the biggest asset appreciation event in history” (Elon’s words) AND advocate for a merger right before it happens. Doesn’t make sense

Waymo is not scaling if we are being honest. They are too slow, if Tesla hits the scale button in Jan 2027 they will pass them in a month. Waymo is cooked they just don't know it yet. Nvidia technology stack is not a service, reference tech for others. It is meant to sell chips. It is not for a Robotaxi network, it is for autonomous driving. None of the operational aspects that Tesla is experiencing is 'solved' magically by Nvidia, its still a door that someone would have to go through. You should be comparing Nvidia's offering to the existing 14.3 in consumer hands.

Robotaxi Ground Game Investors appeared to hear a different story than I did on Wednesday’s Q1 earnings call. Here’s my grounded take on what Tesla actually communicated. Tesla will continue expanding Robotaxi service within its existing cities while adding new ones in the coming months. Current cities include the SF Bay Area, Austin, Dallas, and Houston. Planned expansions include Phoenix, Miami, Orlando, Tampa, and Las Vegas (with the possibility of a few surprises). Cybercab will soon begin deploying in some of these cities and join the unsupervised fleet. Over time, I expect Cybercab to become the dominant unsupervised Robotaxi platform, replacing the Model Y in that role. We’re likely looking at hundreds to thousands of Cybercabs entering service as production ramps. The current Robotaxi fleet is running a variant of FSD 14.3. Tesla will keep iterating on the v14 pipeline to meet the operational and safety requirements of a commercial network. This includes targeted reinforcement learning (RL) on real-world edge cases that address both safety and operational gaps. Those learnings will transfer directly into Version 15— there’s no fundamental rework then, simply rerunning the already established library of RL use cases in the new model. Version 15 is expected later this year (potentially by year-end) and will feature both architectural changes and a larger model. It will run on existing AI4 hardware as well as upgraded AI4 configuration with increased memory and bandwidth. Tesla made clear that it is primarily facing operational challenges rather than safety issues. You could argue the company has deliberately over-indexed on safety (the correct long-term tradeoff) which is now showing up as operational friction. To date, there have been no widely reported serious safety incidents, either through NHTSA or in the press. Most operational issues are likely being identified and resolved in the field by safety observers before they become visible externally. That may explain the relative lack of public failure cases. That said, we do see well-documented examples of operational friction across the industry (e.g., Waymo) such as vehicles getting stuck, entering loops, or struggling with pickup/drop-off scenarios. These are not safety failures, but they highlight how difficult the “last mile” operational layer really is. The operational issues themselves are familiar: overly cautious behavior (hesitation), navigation inefficiencies (loops or suboptimal routing), and pickup/drop-off friction. “Scale” in the context of Robotaxi means operating with minimal constraints— geographic, operational, and human. Today, deployments are intentionally limited to geofenced areas where Tesla has extensively validated roads and intersections. Even as the network expands in 2027, practical constraints will remain— driven by regulation and the need to support operations like charging, cleaning, and staging. Robotaxi cannot operate where it isn’t legally permitted or where service infrastructure doesn’t exist. Tesla is clearly setting a high bar for this service and building toward ultimate scale. Unlike some competitors, it appears unwilling to accept common operational limitations as “good enough.” More importantly, it recognizes that true scale requires autonomy not just in the vehicle, but across the entire operational stack, with minimal human involvement end-to-end. Investors should not expect meaningful Robotaxi revenue in 2026. True scale likely begins in 2027.

@ICannot_Enough Yes it was foreign exchange. He said on the call that it was high.

Tesla just reported Non-GAAP Earnings of $1.45B vs. my forecast of $1.92B. Every quarter, I post a waterfall chart showing the differences by P&L account line item that walk you from my forecast to the actual earnings Tesla reported. This time, most of my line item variances were pretty small- the miss can be explained by the Other (Expense)/Income line alone. We'll have to wait for the 10-Q to tell us what that is- sometimes it's foreign currency exchange impacts. 🤓

@squawksquare @TeslaAlien @elonmusk With this administration you can just buy some Trump coin and get it approved. Right?

@TeslaAlien @elonmusk That's not happening. Regulators would never approve any SpaceX and Tesla acquisition. Period.

Why does @elonmusk not understand you just don't say certain things as a CEO of a (what was) $1.5T company? We know the guy is smart but sometimes he says the dumbest things not even realizing the impact. I literally gave the guy a script to use which would have put Tesla at $420 if he stuck to the script. $TSLA

@AIDRIVR What year is the car?

82% battery health at 30,000 miles seems a bit excessive 😬

I took coach for an FSD experience. It was his first time in a Model Y and first time with FSD. @Tesla @Tesla_AI @elonmusk

Two days before Hungary’s election, Trump pledges to buy votes for Viktor Orban with US taxpayer dollars.