Stormfly

Semi-professional dog-petter

[Stormfly @Aron_VR46]

Twitter is not an unfiltered, up to date source of truth. 🤦🏻‍♂️🤦🏻‍♂️ It’s a glorified message board, where people pretend they know shit about shit. The amount of unqualified idiots far outweigh people with any sense. #twitter

[Stormfly @Aron_VR46]

@IrasReal Basically the story of Tesla and SpaceX 😅🤦🏻‍♂️

[Stormfly @Aron_VR46]

@ItsBiggyBoy In no iteration of Batman was he a pale emo with mascara …

[Stormfly @Aron_VR46]

@autocar

[Stormfly @Aron_VR46]

@autocar Simple

[Stormfly @Aron_VR46]

@DUDENEVERQUITS @unusual_whales I feel bad for people who really think that while the global taxi market servicing 8billion customers is worth less than $250bn (including taxis, ride hailing, ride sharing me, apps - the lot) but somehow robotaxis in a handful of US cities will be worth 100x that 🤦🏻‍♂️😅🤦🏻‍♂️

[Stormfly @Aron_VR46]

@SansyzbayevDair @unusual_whales You can’t just use facts and math - that doesn’t align well with Tesla’s valuations. If logic or “why” or “how” is part of your thought process, you really shouldn’t be looking at Tesla 😅😉

[Stormfly @Aron_VR46]

@wholemars Regulations for autonomous ride hailing “taxis” might be fast tracked in the US, but I'm curious to see what type of licenses, approvals and insurances such a service would need to obtain in the EU for example. I doubt you can just buy a cybercab and run it like no tomorrow 🤷🏻‍♂️

[Stormfly @Aron_VR46]

@RodolfoYoshii @wholemars @garyblack00 Mostly agree. Small remark, that you need to look at cash (reserve or on hand) against current short term liabilities (cash imminently out) and the gap is around $7bn. Still huge, but they do have $30bn short term liabilities against that cash on hand

[Stormfly @Aron_VR46]

@JoeKnappMM @atrupar He is fundamentally wrong about “trade imbalance”—that isn't a loss. US companies import stuff in a fair exchange of money for products and services. Then, they sell imported goods at a profit to consumers. This global trade has benefited the US more than any country on Earth.

[Stormfly @Aron_VR46]

@BulwarkOnline The trillion dollars was used to buy goods from China that US companies sold with a profit. It wasn't a loss. Stuff was purchased in a fair exchange: money for products. When he talks about US manufacturing replacing this global trade, he is absurdly wrong. Impossibly stupid

[Stormfly @Aron_VR46]

@autosport Piastri never won 3 races back to back in his entire career before now in F1. He is good, but that McLaren is the dominant car. Lando chipped away at his lead and was faster 80% of the race. Piastri had some good luck, and he races hard, stretching the rules like Max. Good season

[Stormfly @Aron_VR46]

@LeadingReport Great! Now it’s only 3.31% down year to date. It was only 27% up between Jan 1 - Nov 1 last year before Trump. It’s proper winning this 🤦🏻‍♂️😅

[Stormfly @Aron_VR46]

@BGatesIsaPyscho the numbers are wrong, Africa east to west is 7400kms, but Russia is 9000kms east to west. The other part of it is the way we project flat maps. The countries closer to the poles get enlarged and Africa closer to the equator has less distortion and look smaller than true size

[Stormfly @Aron_VR46]

@AC_assettocorsa This is a post from January / but I still get the game offline only 90% of the time :) it’s great so far, but I can’t complete academy or special events because no matter what the game drops connection

[Stormfly @Aron_VR46]

@Ms_mimis_world @PronkDaniel Sure :) it’s a pity that this wishful thinking doesn’t translate particularly well into spreadsheets and earning reports. I’m obviously aware of the sensational narrative, only it sounds more like fiction than facts every time it’s used (repeatedly) to explain a clean miss. 🤷🏻‍♂️

[Stormfly @Aron_VR46]

@Ms_mimis_world @PronkDaniel The EV market is growing by at least 30% YOY, Tesla has lower earnings in 23 vs 22 and again lower in 24 vs 23 and again lower in Q1 25, with top line in flat 2yrs and now down. That’s decline, flat out. I have no doubt Tesla is standing in 5yrs, but hyper growth? I’m less sure

[Stormfly @Aron_VR46]

@Ms_mimis_world @PronkDaniel I agree, to an extent :) only during those years Amazon “exchanged” margins for rapid geographical expansion & significant revenue growth. Tesla is stagnant, declining in revenues combined with shrinking margins for 2+ years in a rapidly growing market. But let’s see how it goes

[Stormfly @Aron_VR46]

@Ms_mimis_world @PronkDaniel All this is true to an extent. But for an AI, robotics, energy, “not car company” - an operating margin of 2.1% this quarter is shocking, even if it’s the result of claimed investments into the future. Without the $595M regulatory credits, it would be likely negative.

[Stormfly @Aron_VR46]

@NickDecoteau4 @skier9900 @secretsqrl123 @MarioNawfal That’s wrong. If you import to the EU, you’ll first pay an import duty (if applicable) and when you sell that item to an end consumer - VAT is added which the customer (individual) pays. Exactly the same as if that product was made locally. VAT is a consumption based tax.

[Stormfly @Aron_VR46]

@MarioNawfal If you are a person with any serious economics background - at first you laugh, then you realise he is actually serious when describing how tariffs, VAT, or the economy at large works in his mind and you stop laughing. It’s embarrassing, cringe, stupid, and most of all scary.