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So Fain
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So Fain
@sofain
I'm probably drunk and not in the mood for criticism.
Atlanta, GA Katılım Aralık 2008
3.9K Takip Edilen6.8K Takipçiler
So Fain retweetledi

This is awesome, Elon has a has a fully autonomous floor cleaner at Giga Texas.
Elon Musk@elonmusk
Nice work, Giga Texas team!
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Tesla owners... “I traveled 1,421 miles to the Tesla Shareholders’ Meeting - from LA to Austin - without ever touching the wheel.”
ICE drivers... “I cAN pUMp GaS in 5 MiNuTeS”
Whole Mars Catalog@wholemars
I’ve just arrived in Austin, Texas. And my Tesla brought me here from Los Angeles without any human ever touching the steering wheel. @Tesla_AI team is absolutely cooking. That’s 1,420 miles driven entirely by the car’s AI. The future is here.
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@garyblack00 Am I the only one thinking from the start that the "Safety Monitors" are there also to insure that there is no violence against the Tesla Robotaxi after all that happen since january and now just in the past week... ! @Micro2Macr0
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Let’s not kid ourselves: $TSLA has been strong the past few days NOT because of progress on robotaxi but because every hedge fund has come to the realization that $TSLA will crush 3Q delivery estimates in two weeks (my 3Q deliv est 470K vs WS est 432K) as a result of buyers trying to get in front of the expiring $7,500 EV credit on 9/30 as volume is pulled forward from 4Q. This will very likely reverse in 4Q, and we expect FY’25 delivs will be down -10% YoY. Year-to-date $TSLA stock is still down -2% vs S&P500 +12% and NDX +15%.
The two key TSLA investment controversies remain:
1/ Will the new more affordable TSLA model to be introduced in 4Q be a new form factor sufficiently differentiated from Model Y to generate incremental volume net of cannibalization, or will it be a repeat of 2023-2024 when TSLA cut prices and costs and TSLA earnings ests plunged by 50%?
2/ Will TSLA remove safety monitors from its 150 or so robotaxis in Austin and SFO by year-end as Elon has promised, which would allow TSLA to expand its Robotaxi operations to other markets in early 2026, which would propel future earnings estimates higher? If so, TSLA likely goes higher from here, despite the likely 4Q volume reversal.


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In tears after riding in a Tesla "robotaxi" with a driver behind the wheel, just like an Uber with a Model Y, but a much longer wait time. 🥲
$TSLA $UBER
JoshWest247 ⚡️@JoshWest247
A message to the @robotaxi Team. You know what you did 🫶
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@sofain Find me a more sure short stock which has the potential for 3 to 5x in 5 years.
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@daltonbrewer You are not going to be remembered fondly by the people that fall for your schtick.
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@alex_avoigt Ah yes…the kind of “problem” every automaker wishes they had.
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A few days ago, a gang of about a dozen young men tried to assault a woman in her car at night in DC.
A @Doge team member saw what was happening, ran to defend her and was severely beaten to the point of concussion, but he saved her.
It is time to federalize DC.

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@teslacarsonly So you are thinking that they are going to make a stainless steel exoskeleton vehicle that cost less than the model y? Come on.
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