nico

What the fuck is wrong with you? You have no idea who this woman was. You have no idea what she believed. You have no idea what an actual investigation might show. A 37-year-old American citizen was killed. Her 6-year-old son has been orphaned. Her family and friends are going through the worst moment of their lives. And all you can do is call her a "deranged leftist"? Seriously what the fuck is wrong with you?

@Mr_Derivatives That Brk is the only one with a higher Fwd P/E than P/E

Every company with a market cap over $500B sorted by highest Forward P/E. What do you notice outside Tesla? $WMT..

@iamnoblefx @unusual_whales The full effect of the tariffs haven’t hit the entire supply chain due to hedging. It’s nasty out here in my industry and we’re only really affected by the aluminum tariffs. My whole bean coffee has gone up 30% since the tariffs went into effect

@unusual_whales So basically… the U.S. slapped tariffs on everything, realized half of it doesn’t even exist in America, and is now quietly backpedaling like nothing happened. Classic “tough on trade” until reality hits the supply chain.

BREAKING: The US is rolling back tariffs on “products that cannot be grown, mined, or naturally produced in the United States," per WSJ

@x_facts_matter @TroyTeslike I believe it’s around 1-3%. He’s consistently the best.

@TroyTeslike What is your error rate compared to other mainstream analysts?

Here are my final Tesla delivery estimates for this quarter. I’m aiming for a lower error rate than my 3.0% average over the last 12 quarters. Tesla Delivery Estimates for Q2 2025: • My estimate: 356,000 • Analyst consensus: 385,086 • Q2 2024 deliveries: 443,956 The analyst consensus is based on Tesla's survey of 29 analysts, also known as the company-compiled consensus. It was released on 27 June.

@jtreble_deriv @GrindeOptions @garyblack00 Just wait until that fwd PE factors in Q2….-20% YoY decline in deliveries

@GrindeOptions @garyblack00 “I see $TSLA vehicles everywhere I go. I see superchargers everywhere I go. I see free marketing everywhere I go. I see infrastructure being built worldwide. I see energy products everywhere online.” I see Tesla’s batshit crazy high forward price/earnings of ~175. 😂

When investors start saying current sales and profits no longer matter, I usually exit a stock. I’ve seen it happen a dozen times in my career where the future hype becomes more important than the current economics and each time it ends badly. EV/FSD sales still make up 70%+ of $TSLA profits and so $225/share in TSLA valuation is at risk if EV sales continue to slide. Meanwhile the upside opportunity associated with TSLA robotaxis is highly speculative and dependent on technical and competitive dynamics that can’t be sized appropriately. TSLA robotaxi may get to one critical disengagement per year and scale quickly, and it may not. That’s not the typical asymmetrical upside/downside return distribution we seek for our clients.

@StonkKing4 @TroyTeslike Troy is projecting both a decline YoY and QoQ He will publicly share his forecast soon. Have to pay his Patreon to get the data now. He has the best track record of any public analyst.

@TroyTeslike "production running higher than deliveries" How does production compare YoY , QoQ? Are they producing more / less vehicles due to limited demand?

Tesla's Global inventory increased from 77,000 at the end of Q4 2024 to 101,000 at the end of Q1 2025. A similar increase is expected this quarter, with production running higher than deliveries because of limited demand.

@GerberKawasaki Current 2x Tesla owner and we will never buy one again. If I wasn't so underwater on my car due to the declining aftermarket prices, I would have already offloaded my X. Spoke to all of my friends who own a Tesla and they feel the EXACT same way.

It’s only going to get worse. This is only the start. Tesla has become the target for all the anti Elon anger out there. I’ve been warning of this for a long time. But the anger is growing and very real. $tsla

@ResilientRei Is this the same guy who didn’t know how 401k vesting worked?

For those of us who are blocked by the brilliant ‘Finance Guy’ I present to you a piece I call: ‘Man vs. Insurance’

However, if you’ve had GI issues for the last three years and you live and Cleveland but you occasionally visit Akron and Dayton, I have a free and confidential study you can enroll in to find out if this is you. 21/ x.com/SolidEvidence/…

@notthreadguy It's hard to bring a new generation into watching sports when tickets and concessions are so damn high for seeing it in person.

sports are slowly dying and becoming less culturally relevant every year. it just doesn’t feel the same grew up a hardcore fan and still a die hard nba enjoyer don’t hate me. it’s just the truth internet capital markets are too interesting and attention is zero sum

@IterIntellectus Serious answer? Learn a trade. Look into what a skilled carpenter or electrician makes. I was absolutely shocked to see what some woodworkers are pulling.

serious question what should a CS student (or any knowledge worker for that matter) do at this point? even if the model is $2000/month, it’s still cheaper than a graduate employee what’s the plan now？

@dallairedemers This is why I believe there is still the potential for another 2-4x over the coming weeks. For whatever reason, QBTS and QUBT seem to be trading as the almost same company, but they are WILDLY different in patents, approach, and commercial viability.

imo the dwave claim still standing explains in part the recent $qbts action

@jrouldz Going to buy back into QBTS once a little more silliness has worked itself out (cough QUBT cough)

As my recent stock picks have skyrocketed, I started gaining an enthusiastic following on X But as a long term holder, I intend to hold through massive downtrends if they come as well You may all see what real diamond hands look like with quantum stocks now - I hope you all stay for the ride! 😅 $RGTI $QBTS $SKYT $IONQ

@LocalThunk The real reason it’s 18+

Delete this

@bennpeifert Would you bet against a moron doing something stupid? Of course shorting fartcoin is idiotic.

1) fartcoin is inherently worthless 2) trying to short something like fartcoin is very dangerous and massively negatively asymmetric Its ok to just have a laugh about it and not try to be a hero of the next Big Short

@jrouldz Used to consult in OR and went "huh, this seems game changing". Best non-option trade I've ever made.

@wnicholas That’s insane congrats We had the vision 🫡

The implications of quantum computing are still poorly understood This may present the investment opportunity of a lifetime The computer used by the researchers is D Wave $QBTS - a quantum company with a $300mm market cap $IONQ and $RGTI are doing similarly groundbreaking work

@joelgaines Vermont

I want to buy 160 acres. No hurricanes. Has to at least have a summer. Remote but accessible. Not 43 bajillion dollars. Where?

@HulkCapital Just closed out 43k shares and kept my 100x calls. Hope I don’t regret this!

$QBTS hits 8 premarket 🤯