James D

@EchoWhiskey12 @gnoble79 Tesla is building rockets?

@gnoble79 they aren't a car company you're missing the point you have to see what Elon is building: Rockets xAi X Robots Cars Solar Powerbanks Chargers You're missing the forest from the trees

Tesla is a $1.3 trillion company that sold fewer cars this year than last year. And fewer last year than the year before. That should tell you everything you need to know. 2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history. And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets. France down 42%. Netherlands down 67%. Norway down 88%. BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month. The brand is in FREEFALL. Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%. And the stock trades at 365 times trailing earnings. Let me say that differently: Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns. The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service." So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday. Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE. The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight. And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure. So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale. On 365 times earnings. Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards. I think this stock goes down 90% from here. Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects. A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists. I know that sounds extreme. But 45 years of doing this has taught me something: When you can see the seams on the fastball, you SWING. I can see the seams.

@VoiceInYourHea5 @Arkasiraee @unusual_whales more like a ChatGPT

@Arkasiraee @unusual_whales Guy took a tweet and turned it into a essay

BREAKING: Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market. In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold. These orders were 4–6x larger than anything else at the time. The trader seemingly made huge gains. Unusual.

@wholemars @DillonLoomis

@DillonLoomis I don’t see how anyone can argue FSD isn’t solved when there are Teslas operating without any driver or safety monitor.

I'm one of the biggest Tesla fans around. But can we stop saying FSD is solved. Please We have one Unsupervised Robotaxi in one small geofence in a geofence with limited operating hours. That is not "solved" Ashok helping to oversee Macrohard to get things sorted out does not mean FSD is solved. It means Elon wants his brilliant mind to speedrun getting xAI back on track and integrated with Tesla's team, structure and tools Does Tesla internally have 14.3 waiting in the wings to launch with Cybercab next month that will scale and "solve" it? Possibly Do I think Tesla is going to "solve" FSD soon. Of course But until that actually happens and we move beyond one Unsupervised Robotaxi, let's relax and not exaggerate data points for clicks $TSLA

@SpeedAmbassador @optionscjp “This year” 😂

@editjames @optionscjp Semi factory is done. Production imminent. Megapack exists and makes tons of money and new version end of year. Optimus product starts this year Cybercabs are literally rolling off the line

I could see this year end up being a really bad year for $TSLA stock I’m just calling it like I see it so don’t get mad at me. -P/E of 360 (all other mag7 around 20-30) -xAI failing massively compared to other AI companies (going to draw more of elons attention) - 8 of 12 of the og people who started XAI with Elon have left -SpaceX IPO will likely create selling pressure on $TSLA as investors dump TSLA to get into Elon’s new shiny object - Tesla car sales down, Rivian releasing a Model Y competitor - FSD becoming a commodity in the next 1-2 years based on what we’ve seen from $NVDA and other companies - Cybertruck showing to be a big flop - Optimus is the Hail Mary but even at Optimus there are 1000 other AI companies working on producing a humanoid robot as well

@PhilippEffkema1 @optionscjp

@optionscjp Could be $300-1500 Cybercab in a few weeks Optimus unveil + production ramp Rivian is a nothing burger

@JoeBusLife @Glove1Jonathan @optionscjp I can order a Waymo and it will be at my house in 10 minutes. I dont think they’ll have an issue scaling up. Their technology actually works.

@Glove1Jonathan @optionscjp They are not profitable and won't get better scaled up.

@SpeedAmbassador @optionscjp I’ll take things that have been promised but don’t exist for 500

@optionscjp Semi Mega pack Optimus Robotaxi has very low capital cost to produce one

@barrese_chris @optionscjp Except I can order a Waymo right now 😂

From someone who understands the technology, FSD will in no way become a commodity. The tech is such that it is easy to create a compelling demo, but incredibly hard to create something that can scale. It’s not even clear Tesla has been able to do that yet really. Like everything Elon does, if he is right about the assumptions it is pretty much game over for anyone trying to replicate it. If he is wrong, then the question is what can be cobbled together via remote operators and geofenced maps to make a viable business, and there will likely be many competitors in that space.

@Aidan_Wolf @AutismCapital

@AutismCapital you used to get stuck in nowhere, USA and the internet was the only place you could escape now were all stuck in nowhere dot COM and real life is the only place to escape to

The new internet might just be being outside.

@rotoworld_fb 🔥🔥

Official check-in if you’re a Fantasy Champion! 🏆 Let’s see those championship squads 👇

@Patriots @mackhollins He’s still doing the bit huh

.@mackhollins built for this 🌨️

Alright #Patriots nation out of these 3 rookies who would you like to see get more playing time? TreVeyon Henderson (most likely will with Gibson being out for the season) Kyle Williams Efton Chism III #NEpats For me I’ll go with Kyle, I love Efton but I’m curious to see what Kyle can do.

@Aidan_Wolf @kevando_ WHAT IS IN THE BOX?

@ dreampark HQ

@PatriotsCLNS @CLNSMedia Put in Chism

DeMario Douglas on if he thought he had a first down on the final play: “I was somewhere by it. I knew I was somewhere by it because we only had 2 yards.” - @CLNSMedia

@BenGoessling Probably better off without Skule that guy is the reason JJ McCarthy got sacked every single time.

#Vikings injury updates from Kevin O’Connell: J.J. McCarthy came in sore with an ankle sprain. He likely won’t start on Sunday. Ryan Kelly and Justin Skule are in the concussion protocol. Both “came in with some positive early signs,” but it’s in the medical team’s hands. Aaron Jones is likely to be out this week; Vikings are still evaluating his hamstring. Gabe Murphy avoided a serious knee injury.

@AdamSchefter They are sleeping on Luke Lachey

Texans placed TE Cade Stover on injured reserve and promoted TE Harrison Bryant to their active roster from their practice squad.

@nick_underhill gross

Kellen Moore announced that Spencer Rattler will start at QB.

@AdamSchefter McKee getting traded to the….?

Trade terms: Minnesota receives 5th in 2026 and a 7th in 2027 Philly gets QB Sam Howell and a 6th in 2026.

@985TheSportsHub unfortunate youtube thumbnail situation

Patriots begin roster cuts with 14 players 985thesportshub.com/2025/08/22/mik…

@JonesandKeefe Efton Chism was making the team regardless of Polk's injury

The Ja’Lynn Polk injury brings a lot of clarity to the Patriots’ WR room and who is sticking around: 1.) Stefon Diggs 2.) Kayshon Boutte 3.) Pop Douglas 4.) Kyle Williams 5.) Mack Hollins 6.) Efton Chism