Cleo

@EddieLasry72170 @smile2jannah Palestinians are the invading nation… the mosque in Palestine is built on the ruins of what religion?

@smile2jannah so to piers morgan, defending ones nation is a terrorist act, the palestinians are terrorist's because they have been fighting an invading nation since 1948, if russia invades britian and piers dies to defend his nation, would that be a terrorist act aswell?

Piers Morgan repeatedly asked Russel Brand to "condemn" October 7th. When he refused to play his game, Piers called him "intellectually dishonest".

@LACVictim @Garnet_2203 They’ve been conditioned to fear the USA like the plague so that they’ll accept the absurdity of their leadership… the amount of times I’ve heard Canadians be like “the USA is terrifying” blah blah blah meanwhile they’ve completely fallen into actual leftist dystopia.

@TheTransmatrix @Garnet_2203 We have multiple states that have better GOP growth than Canada. That place is not run great

Fuck you Joe Rogan. You want to talk about all that shit Canada did during covid? Fact: 1.23 million Americans died from Covid during the pandemic. Fact: 60,000 Canadians died from Covid during the pandemic. Americans were about 140% more likely to die from COVID than Canadians during the pandemic.🖕

@VITO_G_Wagon Instincts of a rage roiding retard

Bro is Pro-Active: 🔥🔥🔥 He realised he is about to be assassinated, he acted very fast.

@gnoble79 Waymo is the leader in FSD 🤣🤣🤣🤡🤡🤡

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC

@sneako 🤣🤣🤣

In America I get parking tickets from a camera but the man who pepper sprayed me 4k in my home city has still not been arrested.

@YFIHQ The kid was right. You don’t go flying under a bridge. Fuck this roid raging dork

A lovely relaxing day on the boat 😬

@actuallyajoke Right? I’ve never seen a used car hold its value like this meanwhile YouTubers are like “cybertrucks can sell” 🤣

Every Cybertruck on Carvana is getting purchased 😳 Some are going for the same price as new, absolutely wild

@HALALK0 Indonesia followed americas footsteps by developing entrepreneurial capitalism, you dimwit

SNEAKO was shocked at the development of Indonesia 🤯🇮🇩 🔥 "They convinced America's the only 1st world place so you don't look into the rest of the world. I feel like I'm waking out of the matrix."

@SStricklandMMA Lfg sean, you got this. If anyone can beat khamzat, it’s you… but even if you lose, you still win bc this shit ^^

Its not even AI.....

@Mike_M_Klotz There are millions of elderly getting behind the wheel everyday in their aging world that is getting fuzzier by the day, and they are reluctant to give up their freedoms to the point where they will endanger us without the assistance of FSD. This helps everyone.

This is a danger to society, not something to be lauded.

@JonathanGuito @Mike_M_Klotz There are millions of elderly getting behind the wheel everyday in their aging world that is getting fuzzier by the day, and they are reluctant to give up their freedoms to the point where they will endanger us without the assistance of FSD. This helps everyone.

It's flat out elder abuse. She might as well be using a defeat device. If she no longer felt safe driving, then it means she's a compromised driver. She cannot be trusted to faithfully and quickly take over in the event of an emergency situation. When Tesla achieves unsupervised, it'll be a game changer for the elderly, blind, disabled, etc. But not until then.

@DrNeilStone The evidence that ibogaine has anti-addiction qualities is overwhelming, especially utilized for opioid addiction.

Honestly I don't know anything about psychdelics and ibogaine treatments. Is this legit or is this more quackery from RFK Jr??

@EricDeBo183 @KAIROSMMA2 I personally like a lot of the stuff Trump is doing and a lot of it is stupid and corrupt. My belief is he is the better current alternative. Any all or nothing take seems based on group think.

@TheTransmatrix @KAIROSMMA2 1. These people have no clue what Rogan believes or even says on his podcasts. 2. These people can’t fathom someone disagreeing with Daddy Trump. Once they do, they’re labeled a traitor by these dolts.

Say what you want about Rogan but you gotta admit it’s pretty impressive to be a spineless little bitch who stands for nothing

@RapidResponse47 @joerogan @POTUS Ibogaine is amazing. This is a big win for addiction and consciousness in general.

.@joerogan says he sent @POTUS information on the extraordinary effects of ibogaine on veterans with TBI and PTSD: "The text message came back, 'Sounds great! Do you want FDA approval? Let's do it!' It was literally that quick."

@Hoopss “It’s the most amazing thing ever, I loved every second of it… cocaine doesn’t even compare. If you do it, you’ll ruin your life” thanks hunter, brb gonna go ruin my life

Hunter Biden breaks down the difference between crack & cocaine and why crack is so addictive

@7ussamNBA @Rightanglenews No but this take is

@TheTransmatrix @Rightanglenews You gay ?

Two gay men in Nashville are sparking nationwide outrage after recording a video of themselves mocking the baby they had via surrogacy as it cries for its mother for content. Man: “Who do you want, Dada or Pop?” Baby: “Mama” Man: “No, there is no mama.” Baby: cries

@RachelZader It was ghb, obvious by the 5 hour energy and him passing out

Drug counselor over here. So meth overdose is pretty hard to achieve, so it's likely there was either polydrug use or fentanyl contamination to blame here.