crippdaddy91

@DobberMcLouder @LamarMK Tesla service has been phenomenal for me. My understanding is it used to be awful but I've been amazed at how good it has been for my two Tesla family

The HORRIBLE SERVICE! What use is a great car with service SO BAD you'd rather drive the thing with serious issues than make a service appointment with the FUCKWITS running Tesla Service Centers? Read Google reviews of Tesla Service. You can't trust Tesla Service reviews because they don't allow anything but positive feedback.

What’s stopping you from experiencing a Tesla? Tesla offers self-serve demo drives in many areas where you can schedule it, unlock the car with the app, and experience it by yourself for up to 2 hours. No pressure. No salesperson. Just you, the car, the tech, and the full Tesla experience. If you’ve been curious about making the switch, this is one of the easiest ways to see what the hype is about. Have you tried a Tesla demo drive yet?

@gnoble79 @odd_angry_shot Amazon didn't have profits for how long? Maybe the investment world you grew up in isn't as relevant anymore?

@odd_angry_shot Show me the profits asshole. I will wait. You are a special kind of stupid.

Presented without comment.

@BCorr_AI @gnoble79 And the most recent quarterly earnings negate his narrative. Look at the explosion higher in FSD subscriptions that drop straight to the bottom line

@shimp_tom @gnoble79 That is irrelevant. FSD is great. Lots of Elon’s technology is amazing. What Noble is arguing against is the breakdown of financial fundamentals and the bastardization of the index inclusion process for this IPO - only to satiate the current cap table owners of SpaceX.

What's happening right now in our capital markets is going to DESTROY the retirement savings of millions of Americans. Anyone of good conscience needs to rise up and say enough. This must be stopped. I don't say that lightly. I've been doing this for 45 years, and what's happening right now to the integrity of our capital markets is unlike anything I have ever seen. This is not about Elon Musk or Donald Trump. This is not about whether you like rockets or hate rockets. This is about the systematic CORRUPTION of the financial system that every American depends on for their retirement. In the entirety of its existence, Tesla has generated approximately $36 billion in cumulative profit. That includes over $20 billion in government emission credits and tax subsidies. The company is valued at $1.7 trillion and its CEO is the richest man on the planet. I'm not talking about the stock price. I know the stock has made people money. That's the popularity contest. I'm talking about whether this company creates enough economic value to JUSTIFY the capital invested in it. And it doesn't. The returns on invested capital have been chronically below what any serious investor would demand. That's not wealth creation. So the product here isn't the car. The product is the STOCK PRICE. Elon Musk is selling hopium and an entire generation of investors is buying it without even knowing what a PE ratio is. I posted two pieces recently on Tesla and SpaceX. Each got over 1.5 million impressions. Thousands of hate replies but NOT ONE response with an actual argument. Not one. It was all "Libtard" and "Elon derangement syndrome." You would not get past a first-round interview at Fidelity thinking this way. But Tesla is just the opening act... SpaceX just filed for a $1.75 TRILLION IPO. $15 billion in revenue but no profit in sight. The private valuation was walked up from $200 billion to $400 billion to $800 billion to $1.75 trillion in two years. And Reuters has confirmed that SpaceX made early inclusion in the Nasdaq-100 a necessary condition for listing on the exchange. Nasdaq obliged by adopting a "Fast Entry" rule in March that lets mega-cap IPOs join the index after just 15 trading days, completely exempt from the normal seasoning and liquidity requirements every other company had to meet. And this matters because over $600 billion in passive funds track the Nasdaq-100. Unlike the S&P 500, which still requires months of seasoning and stricter float thresholds, the Nasdaq-100 is now a 15-day on-ramp for trillion-dollar IPOs. Every ETF and mutual fund benchmarked to that index will be FORCED to buy SpaceX within weeks of it going public regardless of whether the valuation makes any sense. Your 401(k) is literally the exit liquidity. You don't even get a choice. The structure of the market makes you a participant whether you want to be or not. That's what makes this different from every other bubble in history... You can't opt out. And the agencies that were supposed to protect you from exactly this? They're doing NOTHING. Peter Lynch would always say the product is not the stock and the stock is not the product. Show me one Hall of Fame investor who ever made his fortune chasing hype. Lynch, Druckenmiller, Soros, Buffett, Griffin, Cohen. Not one of them managed money this way. It's only the cult on X who thinks momentum and greater fool is an investment strategy. As Buffett said, in the short run the market is a popularity contest. In the long run it's a weighing machine. This popularity contest has gone on longer than any I've witnessed in my career. But gravity always wins. And when it does, the people who forced your pension fund into a money-losing rocket company at 120x revenue will have a lot of explaining to do. This must stop. And it WILL stop. The only question is how much damage gets done first. Are you listening?

@RobertC43556505 @gnoble79 Okay then explain how I've done multiple thousand mile trips door to door without touching the steering wheel? I'm at 99% FSD. I'm sorry you're one of the people that spent $10k on FSD when it wasn't ready. It is now.

I have used FSD since the first day beta testing was allowed. A day one operator. On my HW3 and on my HW4 vehicles. What’s your point? It’s gotten much better and is pretty decent in many situations, but it by no means sufficient or safe enough to operate without constant oversight. It also is not improving at a rate that is even noticeable anymore, despite the hype. FSD has peaked well short of promises or expectations.

@gnoble79 And if you're so financially literate are you going to ignore the explosion higher in FSD service revenue that's dropping straight to the bottom line? I'm not a financially illiterate Tesla fan boy. I'm legitimately trying to get you to see things that I don't think you realize

@gnoble79 Keep throwing around childish insults - that's the sign of someone making a strong case. I'm a CFA and CPA with over 15 years on the street. Once again I ask, HAVE YOU EVER USED HARDWARE 4 FSD? Is it even possible in your mind that you're wrong?

@wholemars Frankly idc. As long as it's under $5k to upgrade I would do it without hesitation

Damn! I had a subscriber who bought a Model 3 for $14,000 with the old Nvidia computer and got an estimate for $1,065 to upgrade to AI3 so the car could run FSD. A few of my subscribers and I chipped in to cover the upgrade cost, but Tesla Orlando-Eatonville keeps finding other issues with the car that they say are essential and safety critical, making the upgrade cost almost 3x what they originally forecast. If this is any sign of what's to come, upgrading all these cars to AI4 is going to be a lot more expensive than expected...

@300aacblackout @elonmusk @Tesla @tesla_na Teach him

@shimp_tom @elonmusk @Tesla @tesla_na My father cannot even use an iPhone.

For a driver born without arms, FSD Supervised is life-changing accessibility “I was born without arms and have driven with my feet my entire life. I’m a fully licensed driver, and traditionally I drove with my left foot on the steering wheel and my right foot handling the gas and brake. My only legal restrictions are automatic transmission and power steering. Over the years, though, the strain from my congenital birth defects has led to significant arthritis in my hips. I drove a Model 3 for the past seven years, and it honestly helped extend my independence in a huge way. Recently upgrading to the Model Y – along with Full Self-Driving – has been a complete game changer for me. It dramatically reduces the physical pressure and fatigue of driving and has helped preserve a level of freedom and mobility that means a great deal to me. Most people understandably think of Tesla in terms of innovation or sustainability, but for some of us, this technology truly becomes life-changing accessibility.” – John F.

@elonmusk @Tesla @tesla_na @elonmusk how do we get the accessibility narrative out to the masses? The elderly and disabled need to know how game changing FSD has become and I'd wager to bet only a small handful know. (Coming from someone who is getting their wife's grandma a Tesla this week)

@Tesla @tesla_na ❤️

@allen_crai34305 @HighyieldHarry Okay? And what % of college kids entering corporate now will ever make "serious money"? Almost none...

@shimp_tom @HighyieldHarry The percentage of people making serious money in the trades is still extremely slim

I'm extremely interested in what higher education looks like in 10 years. Pretty obvious you will need to go to school to be a Doctor, Dentist, etc - but what about white collar degrees? Do people either 1) try to spend as little as possible on college (go State schools) going forward or 2) does College attendance become more "elite" because prices still rise & the barrier becomes your parents wallet? College has always been a risk/reward trade that propels some ppl into high-earning careers, while leaving others saddled with debt that's hard to get out of. The risk side of the equation feels like its going to get even more unfavorable as there's fewer white collar jobs to go around but higher education costs. Grades, choices, and your family circumstances going into college is going into exacerbate outcomes even more than it has historically. But at a minimum it seems like more students studying white collar roles are going to be wondering what the hell they spent all this money for in the next 5-10 years. And on the grad school side, why leave the workforce and get an MBA in the future? Many of you on here are parents who are probably spending a lot of time thinking about this.

@HighyieldHarry In fact, this is why you see the most hyperbolic anxiety fron higher up white collar workers. The connections they created over an entire career mean nothing for protecting Tommy and Susie in a world of AI where all that matters is competency and output. It's a beautiful thing.

@HighyieldHarry Entrepreneurship and trade schools. Typical corporate gigs are a dead end. Why would you go into a career where 80% of the employees are obsolete and entire departments are slowly eliminated? Why use daddy's connections to get into that?

@Linahuaa @TShirtnJeans2 Statically $5M is NOT middle class

@TShirtnJeans2 i said middle class. i didn't call anyone a loser

I would consider people with $5M middle class in big cities. I can't even find a high quality Shanghai apartment big enough for 3 kids at this price. $5M is okay if you want to live an unemployed ordinary life in bumfuckville leeching on interests. Otherwise you're just yet another random tech schmuck in the Bay area with this amount. Comfortably rich territory starts at $20-30M. It allows you to not worry about finances and open a fancy slightly loss-making restaurant to host your friends. If you want to build things, then you pretty much need to be a billionaire. And most billionaires nowadays got there by building (or investing in builders)

@gnoble79 Oh forgive me, he put the words in all CAPS...

@shimp_tom You are focusing on the wrong thing.

The market is truly broken. The lunatics are running the asylum.

@blackshark3 @SawyerMerritt Fad of the pandemic? Have fun with $6 a gallon gas

When I just got my drivers licence back in the 80s, Honda cars were hot tickets...the VTEC Civic hot hatch, the Accord with flip up headlights, good reliable engines and tranny. They ditched their well established technology and instead went into EV which is just a fad of the pandemic, not to mention they also retained someone who kept designing ugly cars. Ditch the useless Acura line, fire whoever that heads their styling, and keep making ICE cars

Honda is reportedly delaying five next-generation models for multiple years because it lost so much money on EVs (-$15.7B). These vehicle redesigns have been delayed: • Honda Odyssey (current design came out in 2017): Delayed to 2030 • Honda Accord: Delayed to 2030 • Honda HR-V: Delayed to 2032 • Acura MDX: Delayed to 2031 • Acura Integra: Delayed to 2032 Honda reportedly weighed cutting the Odyssey from its lineup for a brief period until the new hybridized model arrived, but decided against it to prevent customers from migrating to other brands. Honda is cancelling the Prologue EV in the US at the end of this year, just two years after it was introduced, which means that starting in January 2027, Honda will no longer have any new EVs for sale in its lineup in America. The company also recently announced that it is exiting the South Korean car business after 23 years because it can't figure out how to compete there. Tough times for Honda.

@Ross__Hendricks Chicken or the egg: all revenue is circular buddy

I repeat, the bubble is in the "e" not the "p" in today's PE ratios. The hucksters and talking heads will, as always, fail to realize until it's too late. But it's a very simple set up. Hyperscalers give OpenAI/Anthropic cash to pay for hyperscaler computing capacity. That cash then circles right back around into the "earnings" of the hyperscalers. Meanwhile, free cash flow for the group has officially gone negative and they're raising record amounts of debt (on and off balance sheet) to plug the gaping holes in their financial statements. So yes, please keep telling me about how $META $AMZN $GOOG and $MSFT are "cheap" on PE ratios where the E is a total mirage. Let us know how it ends (hint: not well, bob!)

@gnoble79 Oh give it a break, yields are barely up

Bonds have been a dead asset for four years. Inflation is back, oil is rising, rates aren't going where Wall Street keeps promising they will. And the income side of your portfolio is bleeding out while everyone obsesses over the same 7 AI names. That's why on May 20, we're hosting the BEST Income Ideas Online Summit. Our March Stock Picking Summit pulled in over 800 attendees and the alpha generated from the ideas presented has been extraordinary - subscribers have been compounding off it ever since. Just check the highlights on my profile and you'll get what I'm talking about. This conference in 16 days is going to be just as serious. Numerous experts. Macro thinkers like Michael Howell, David Hay, Luke Gromen, and Jay Pelosky. Charts from John Roque. And this all in collaboration with Seeking Alpha, a roster of income specialists led by Steven Cress: Sam Kovacs, J. Mintzmyer, Kirk Spano, Alex Pettee, Samuel Smith, and more. The whole point is uncorrelated ideas. The crowd only knows how to chase one thing at a time. Right now it's AI. Meanwhile, the REAL MONEY is being made in the corners of the market nobody's looking at. That's where we're going to be. One day. $99. Replays included. You won't find this content anywhere else. Register today: noble-capevents.com

@JonathanSeller @ChrisCamillo Well the stock is up 30% in the past month so I think you've already been proven wrong

@ChrisCamillo Doesn’t matter. Street doesn’t want to buy a stock massively disrupted by higher oil expenses. Amazon spends a ton on fuel. Until oil is resolved this dumb narrative will be a cloud over Amazon.

Unreal month. Everyone asking for the next trade. Still might be $AMZN