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@SahilPunamia @SawyerMerritt Why isn’t this the new model?

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North Carolina wants to legalize murdering women who have abortions. https://t.co/Wc4KxNvlh7

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Unboxing !

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@chiky_handlr Hey, Cuban you're gonna stand there and say nothing to this ridiculous vengeance game? Speak up man!

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@kirawontmiss Read the room you clown!

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Westfield’s Folly, and the Billion‑Dollar Datacenter Mirage .

A data center was planned, $4B in costs, permitted and then the developers ghosted the town and vanished.

https://t.co/QvlOT9uSa4

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@BTnewsroom @AndreaT2303 Tone deaf asshole billionaire can’t imagine what is the problem.

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@ClarksonsFarm1 When is the show coming back?

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https://t.co/Breuybovun

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Check out this post on Nextdoor: https://t.co/8QEYCiPPiL

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Look at our fit, ready and vigorous president.

https://t.co/uLxBkQlg5P

[George Noble @gnoble79]

Elon Musk is the Ivar Kreuger of our time, and the OpenAI trial is PROVING it in real time.

If you don't know who Kreuger was, you should:

In the 1920s he was the most admired businessman in the world. The "Match King."

He controlled 90% of global match production, lent money to sovereign governments, and his securities were the most widely held in America.

But after his death in 1932, auditors spent 5 years untangling over 400 subsidiary companies and discovered the whole thing was held together with fictitious assets, forged bonds, and the unquestioning loyalty of people too dazzled to ask questions.

Investors lost $750 million (~$17 billion in today's money). His deficits exceeded Sweden's national debt.

Doesn't this sound familiar?

The Musk playbook is the most DANGEROUS house of cards I've witnessed in my career.

This week in federal court, Musk took the stand to argue that Sam Altman stole a charity. 3 days later he'd contradicted himself under oath so many times that the judge told his lawyers she suspected plenty of people don't want to put the future of humanity in Mr. Musk's hands.

OpenAI's attorney asked if Tesla is pursuing AGI. Musk said no. The attorney then pulled up Musk's OWN post from March 4 where he wrote Tesla will be one of the companies to make AGI.

His own words entered into evidence against him. BY HIM.

Then the attorney asked if xAI used OpenAI's models to train Grok (which violates OpenAI's terms of service).

Musk called it a general practice among AI companies. Pressed for a direct answer, he said "partly."

Think about that: Musk is in court accusing OpenAI of betrayal while admitting under oath that xAI violated the very same company's terms of service to build Grok.

Then came the credibility test:

Musk was asked to name his companies that benefit society. He listed Tesla, SpaceX, Neuralink, and X without hesitation. Every one of them is an uncapped for-profit enterprise.

Then why did xAI start as a benefit corporation and quietly flip to a for-profit C-corp? No clean answer.

This is someone who repeatedly launches entities with noble-sounding charters and converts them into for-profit corporations once the money gets serious.

Then his money manager Jared Birchall took the stand:

OpenAI's lawyer asked about the donor-advised funds at Vanguard and Fidelity that Musk used to send his $38 million. Did Musk have any legal right to direct where the money went once it entered the DAF?

Birchall couldn't answer. Said the legal question was beyond his expertise.

The entire lawsuit hinges on that donation creating enforceable obligations. But the man who managed Musk's money just told a federal jury he can't confirm Musk had any enforceable claim over those funds.

Now step back...

This is a man who promised full autonomy by 2018, a million robotaxis by 2020, and unsupervised FSD by June 2025.

EVERY deadline was missed.

He claimed he invested $100 million in OpenAI. The real number was $38 million. His defense? His "reputation" made up the difference.

Kreuger had 400 subsidiaries and used one entity to prop up another through structures nobody could follow. Musk has Tesla, SpaceX, xAI, Neuralink, the Boring Company, and X.

He shifts AI talent from Tesla to xAI, has xAI building the brains for Tesla's Optimus robot, and uses X as a megaphone while the algorithm amplifies his narrative to 200 million followers.

Kreuger's investors trusted the man, NOT the math.

They loved the confidence. They stopped asking questions because the aura of genius made questioning feel foolish.

The same psychology applies to Musk's empire today.

Kreuger's reckoning took 5 years of forensic auditing after his death. But Musk is providing his in REAL TIME: contradicting his own posts under oath, admitting to the practices he's suing others for, watching his logic collapse under cross-examination.

Different decade.
Different industry.
Same ending.

The truth always catches up.

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@ThanosdaMad @billionairedad5 he just died.

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Check out this post on Nextdoor: Medicare is free in Massachusetts if you make under $29,000 a year
https://t.co/I0vxPGY2Ky

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Free Medicare? Really?

https://t.co/762xhIRQZK

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Travel with Max: The rails are humming: 2026 marks a new era for Massachusetts transit https://t.co/jfnrFRH5p2

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Check out this post on Nextdoor: https://t.co/EobFMO39JZ

[George Noble @gnoble79]

More than 800 comments.

Plenty of people agreeing and bringing up even more points.

But look at the ones disagreeing.

Not one argument. Not one number. Not one counter-thesis.

Just insults and recycled claims I literally debunk in the post.

That's the entire case for Tesla in 2026.

I spent 45 years on Wall Street. I worked as Peter Lynch's assistant at Fidelity. I ran the #1 mutual fund in the country in 1984. I founded two hedge funds that each crossed a billion dollars. I've watched the Nifty Fifty, the 1987 crash, the Japan bubble, the dot-com mania, and 2008 play out in real time.

And the most sophisticated response the Tesla cult can bring up is a slur.

But what NO ONE did in these comments:

Nobody challenged a delivery number. Nobody defended the 50,000 vehicle inventory gap. Nobody explained why a company with shrinking revenue deserves a $1.5 trillion market cap. Nobody addressed the 38% sequential collapse in energy storage deployments. Nobody made the case for 300x earnings on a business that just discontinued two of its flagship vehicles.

And none of the dozens of other arguments.

BECAUSE THEY CAN'T

They don't own Tesla because they ran a DCF. They own it because a billionaire on social media told them to.

This is nothing more than a fan club with a brokerage account.

And every great bubble in financial history has looked exactly like this in its final innings.

Tulip traders didn't debate horticulture. Pets .com shareholders didn't model unit economics. Bear Stearns clients didn't stress-test the mortgage book.

They got angry at anyone who asked questions. They called the skeptics names. They treated doubt as heresy.

Then the math showed up like it ALWAYS DOES.

I don't need anyone in my replies to agree with me. I'm writing down what I see and letting the scoreboard do the talking.

Energy up 24% this year. Gold at all-time highs. Since I called Valaris and Tidewater on December 24, VAL is up 65% and TDW is up 50%.

The unglamorous, "boring", cash-generating corners of the market have been DESTROYING the crowded narrative trades.

Meanwhile the people screaming at me are down 14% YTD and holding.

Who's the delusional one here?

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Massachusetts is Having a Rail Moment with big improvements coming down the line.

https://t.co/laol2AQnwF

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@omoluabi1sq AI video sucks