InOneScoop

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[InOneScoop @InOneScoop]

Here's what's going to happen. Q2 numbers will be good. Then the CFO is going to start talking and stock price will give some of its gains back. Next, (of course) Elon is going to take the mic and in the same depressed low energy tone of the last 10 earnings calls, he will sound manic depressed and will then talk about moonshot projects: Terrafab. Also, how no one should worry about saving money because money will be worthless in his vision of future because of "amazing abundance". Optimus hands are the best and soon it will be revealed. Robotaxi is working through its way still of the last elusive mile and safety comes first. The stock price will give back anything it gains during the start of the call. The next day it will open - $12. for the next 3 months, shareholders have to check daily to see his sh*t post about knife epidemic problems in UK; white farmer killings in South Africa; his pitch to try the new Grok Imagine. You can literally cut and paste their last 2 years of earnings calls and swap one with another and you wouldn't know the difference.

[InOneScoop @InOneScoop]

@Mr_Derivatives Is there a reason anyone gives two shits about Korean markets vs Brazil or Iceland or Greece

[InOneScoop @InOneScoop]

@XVanFleet Yes thank you .. hey any news about them tariff refund checks?

[InOneScoop @InOneScoop]

@dadopotamus Women can say they same thing about balls

[InOneScoop @InOneScoop]

@zerohedge It’s time to block zero hedge … it’s gone full retard. You never go full retard

[InOneScoop @InOneScoop]

Here is what I think about SpaceX. 1. IPO will go well. 2. Retail always following the trend hoping for the best will pile in within the first 30 days.. maybe a bit of FOMO as well. 3. Within 90 days reality will set it and it's not going anywhere and then hedge funds, pensions, venture backers and employees will start cashing out as they go. 4. Stock price will trickle down to about $80 per share. 5. Expect Elon around this time to start marketing things like "it will be work more than the next 10 largest companies by far". 6. His broker will for sure start selling any shares he might have (follow him if you want to know where any of Elon's stocks are going). 7. Falcon launches won't move the needle, because they can't carry enough mass to outter orbit. 8. Starship would have to become a truly capable once every two week launch and catch back success machine (I believe that is about 2 years or so away). 9. Then you'll need to still convince wall street that you'll have Optimus robots ride your Starship to deep space or Moon with GPUs of other cloud providers or even the ones from Terrafab (yah okay), and then establish a base on the moon and from there build giant magnetic sling shots and shoot the GPUs into orbit and power them with solar wings from Tesla and beam compute power down to earth using special infra lazers. 10. From now until then a bunch of Elon fan retards will podcast interview each other about how this will change humanity. During this time, SpaceX will drop the "AI" from its name, because Grok will only exist as a smarter Siri, it would have no chance against Claude and Gemini (Elon already knows that). 11. SpaceX will attempt a take over / merger will Tesla "ONLY" if Robocab gets the federal frame work and solves the last mile issues that it seems like a very long shot at this point. I expect their testing may continue for another 6 months to a year while they gauge this. 12. Optimus is not going to have any real-world use until 2030 (2 years for the factory to finish and ramp) + it will likely, just like Robocab, need AI5 and likely AI6 chips inference power (those ramps are expected slowly in 2027 through 2028 and 2029 for AI6). If Tesla shareholders reject a 10% to 15% premium (if any) take over from SpaceX, then Elon will without a doubt will start hinting on dumping Tesla shares or reduce his involvement. Remember when his comp vote was facing some uncertainty .. he openly said he doesn't feel comfortable with advancing Tesla AI without more control / shares. Translation: You either pass my comp plan or I'll slow walk or pause the only thing supporting Tesla's nosebleed valuation and will crush your stock. Everyone peed their pants and fought for him to get what he wants and to stay. Then it hit us all one day.. we haven't gotten anything back in return. Neither with Tesla or SpaceX. But Toronto Canada Teachers Pension which bought Private SpaceX offering in 2019 did = 3000% gain. Well to be fair the rest of us got something back in return too: A post about rape victims in UK; white genocide in South Africa; Europe migration issues; Humans are not making enough babies but he is doing his part; and road show interviews for SpaceX.

[InOneScoop @InOneScoop]

@farzyness It will be about $75 to $80 per share in 100 days after IPO

[InOneScoop @InOneScoop]

Does anyone know how Ontario Teacher Pension Plan bought non publicly traded shares of SpaceX in 2019 but say Tesla investors couldn't get an offering to buy any if they wanted to? I mean if you ever wanted to reward your long term tesla shareholders if your company went public I would say offering a chance to buy prior to it to go public like pensions and hedge funds would have been a way to go, not allocate 15% to a broker on the day that it IPOs at 1.75 Trillion valuation. Does anyone else feel like Elon played a "pull my finger" with them with this?

[InOneScoop @InOneScoop]

It reminds me of a time I was walking along and saw a poor soul holding a cup begging for money. As I was getting closer I decided to give me some money (IPO). I looked in my wallet and saw a $20, $10, a $5 dollar bill and then remembered from the store I had just left I had 4 quarters also. I prioritized him and dropped 4 quarters in his cup. @doctesla83 doesn't yet realize in the same story Elon prioritized his long time shareholders with a few pennies compared to the total size of allocation to bankers, spacex employees, preferred hedge funds; backers and so forth. It's been only window dressing. The irony? Elon has always said that this "I hate people that only pretend to do good instead of actually doing good". No doubt, I am not an Elon hater or a "bear" per se, and he has done and will do tremendous good in this world, but there is absolutely no doubt about it that Tesla shareholders from 2021 to today where simply his casualty of war, because for Tesla shareholders he did exactly just that .. pretended to do good when in fact he harmed his shareholders. The proof is in the pudding.

[InOneScoop @InOneScoop]

@JonBryant421 Battered wife syndrome. It will change. It will get better

[InOneScoop @InOneScoop]

@alojoh O M G

[InOneScoop @InOneScoop]

@seer_xyz Then a 6 for 1 stock split

[InOneScoop @InOneScoop]

The oldest sales lesson in history: “to buy something from someone you have to like them first”. You separated that logic and many do. Your neighbor and millions of other may not. Despite superior cars teslas sales volume has been stuck in the same range for past few years for a reason.

[InOneScoop @InOneScoop]

Robotaxis will for sure happen no doubt but here is the catch. If they expand like they have been with only a few cars and then slowly increase the geo fence areas it will not have any positive impact on earnings and at over trillion valuation it won’t move the stock price. The only way is for robocab (not robotaxi with paid labor inside) to launch at scale. There is nothing on the horizon that suggests any possibility of that before another year. If Tesla suddenly starts operating in DC for example but will 15 supervised and 2 unsupervised (their trend so far) share price is not going anywhere. Lastly the window of spacex taking Tesla over is approaching (I’d say a year) and it won’t be at a premium because with spacex current nosebleed valuation it won’t be able to offer more than 15 to 20% premium. Too many great companies you can make great money In meanwhile.

[InOneScoop @InOneScoop]

@stevenmarkryan Ron baron bought it at $10 billion valuation. Goldman Sachs is shoving it down retail throat at $1.75 trillion valuation. After 90 days lock up period expires, and one a single depression level earnings call like teslas calls, spacex should be about $75 per share.

[InOneScoop @InOneScoop]

Well remember Elon estimates that every household will want one or two Optimus robots. That’s why a terrafab is needed to At $25 billion planned build out. For perspective, Elon also provided a road map that would have had Tesla producing/selling 20 million cars by 2030. It’s 2026. X & S are gone and we are at 2 million still. What if Optimus robots did come out but its pricing ends up being like Cybertruck and it’s “eheem” 2 million reservations? I personally believe that with AI5 Optimus will be great but no where near commercial utilization or home service - similar to FSD .. great for personal use but for commercial application ‘the end tail nearly had no end” as Elon said. Optimus project can will be kicked down the road waiting for AI6 (2028 ramp). Long before then spacex will have likely taken over Tesla at a 20% premium or less. If by September federal guidelines for autonomous taxi services don’t pass or of democrats will either house or senate back (not having the votes to pass save America act in senate), then watch out below. Spacex taking over Tesla will not be a celebration or at a premium then, but framed as a savior and “stronger together” type of thing. Elon himself has said it the best. “Concept is easy production is hard”. I’ll go one step further .. adoption is near impossible. Just ask Tesla. After 15 years 99% of population don’t know about its features and what separates Tesla cars from the rest. The good news is that once the new compact car that Elon and Tesla promised during earnings calls for 2 years comes out (to be built in Mexico gigafactory), then more people would be able to … oh wait. That ended up being a stripped down model Y. My bad

[InOneScoop @InOneScoop]

@satnam6502 Unplug. Wait 5 minutes then plug back in

[InOneScoop @InOneScoop]

@EvasTeslaSPlaid @Tesla Eva don’t forget that Cathie woods had also agreed with Elons thesis that by 2030 Tesla will sell about 20 million cars per year. It’s 2026 and it’s still at 2 million. S and X are now gone too.

[InOneScoop @InOneScoop]

@alojoh @steveshifl42960 Makes perfect sense

[InOneScoop @InOneScoop]

@steveshifl42960 @alojoh With solar city he bailed out his family members .. it was going to zero. To make it pass shareholders added solar and solar roof to his “master plan” presentation