Perseus

Intelligent Investment Management

[Perseus @Perseus_Cap]

This is how Musk is controlling the narrative around his declining company so keeps the stock up.

It is crazy to see in this day and age.
The great grift $TSLA $SPCX

[Tesla @Tesla]

Q3 2026

Production: 464,391
Deliveries: 486,532
Energy storage deployments: 13.7 GWh

Our Q3 Company Update will be streamed live on X on October 21 at 4:30pm CT

https://t.co/sXBSeLiJIj

[Perseus @Perseus_Cap]

@kevinxu Because you’re a retard

[Perseus @Perseus_Cap]

If only they weren’t dumb $SOXX $SPY $QQQ

[Meb Faber @MebFaber]

Best analogy I've heard recently for the bear case on AI (via @unpopularvc)

AI firms are like the airlines.

Amazing invention
Changed the world
Everyone uses them
Trillion dollar biz
.....but....
Extremely competitive
High capital requirements
Absolute garbage investment

[Perseus @Perseus_Cap]

@MebFaber @unpopularvc Finally someone’s said it, but they don’t get it!

[The Wall Street Journal @WSJ]

Tesla’s global sales fell in the third quarter, reversing gains from the first half of the year https://t.co/Luo2RCPf0D

[Perseus @Perseus_Cap]

The time will come, let this craze run for now $SPY $QQQ

[Perseus @Perseus_Cap]

@TradingThomas3 Yes until bad news actually becomes bad

[Perseus @Perseus_Cap]

Ok $SPY $QQQ

[First Squawk @FirstSquawk]

US NONFARM PAYROLLS (SEP) ACTUAL: 29K VS 162K PREVIOUS; EST 90K

[Perseus @Perseus_Cap]

This is a scary number, but who cares $USO

[First Squawk @FirstSquawk]

SAUDI ARABIA IS NEARLY PRODUCING 6 MILLION BARRELS PER DAY OF OIL ON THE EAST-WEST PIPELINE.

[Perseus @Perseus_Cap]

The only way European Car manufacturers can save them selves is to go back to what they were doing in 90s and 2000s, stop going the path of the Chinese, that is for companies without a heritage and story. Porsche has got it, others will follow. $PAH3

[First Squawk @FirstSquawk]

THE U.S. IS SENDING UP TO 10,000 MORE TROOPS TO THE MIDDLE EAST, ALONG WITH A THIRD AIRCRAFT CARRIER - WSJ

[Perseus @Perseus_Cap]

The market has shifted intraday; we more frequently see fast moves down than up, opposite to recent months. $SPY $QQQ

[Perseus @Perseus_Cap]

This tells you how terrified Musk $TSLA must be

[First Squawk @FirstSquawk]

TOYOTA SEPT US ELECTRIFIED VEHICLE SALES 117,215, UP 37.8% Y/Y

[Perseus @Perseus_Cap]

Wow the amount of bullish narrative here is great $SPY $QQQ

[Perseus @Perseus_Cap]

Read their report carefully you will know what is waiting for this subpar institution $ACN

[First Squawk @FirstSquawk]

ACCENTURE STOCK SURGES AS RECORD BOOKINGS DISPEL AI FEARS - YF

[Perseus @Perseus_Cap]

Made up numbers left and right in this admin $SPY $QQQ

[First Squawk @FirstSquawk]

US CONTINUING JOBLESS CLAIMS ACTUAL: 1701K VS 1719K PREVIOUS; EST 1725K

[Perseus @Perseus_Cap]

Something will break in this market with the yields moving like this soon, and I don’t car what you say $SPY $QQQ

[Perseus @Perseus_Cap]

@grantbelden Well consider that we are in the era of The Great Grift, what I call it

[Perseus @Perseus_Cap]

@GordonJohnson19 @elonmusk @SpaceX Musk is gonna go down as the biggest scammer of this era.

[Perseus @Perseus_Cap]

Musk is the easiest CEO to call his bullshit, but for some unknown reason the market ignores it longer than expected.

$SPCX

[James Chanos @RealJimChanos]

At the midpoint (75 launches) this is an 80% cut in forecasted 2027 Starship launches by Musk. Seems material. $SPCX