Tom Fraser

Chess Teacher.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerMama Not in the European meaning of the word.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerPapa The Fed is an illegal creation of the oligarchs, designed in secret on Jekyll Island. 100+ years of taking wealth from the ordinary American and giving to those in the club.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerMama Expand sample size; you may get a different conclusion. It is not binary, though it seems that way on X. There is a middle ground of people who are not on X much, if at all. Some are cautious, regret the missed deadlines, or distrust Wall Street. I hear few attacks from them.

[Tom Fraser @Thomas_Fraser]

@Amy787 Thank you, Amy. I promise to find time.

[Tom Fraser @Thomas_Fraser]

Be prepared. Wall Street may take us out to the woodshed.

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Tesla
Wednesday's earning call

In my opinion, Q2 numbers will show heavy investment mode

- WS sees free cash flow around -3.25B, my estimate is closer to -5B.

- Cash position according to WS ~$41B, think it could drop to @ $39B .

Capex guidance 2026 went last quarter from $20B to $25B … wouldn't shock me if it heads now toward $35 - 40B

This is how the best leaders build the future.

Robotaxi, Optimus, energy — full speed ahead!

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerMama Red is best, and it’s never looked better.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerPapa Logistics or politics. Flip a coin.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerMama @snowmaker Just like Papa wrote many months ago.

[Tom Fraser @Thomas_Fraser]

@rahshields1111 @TeslaBoomerMama It very likely is. But don't let it frustrate you if you are a long term holder.

[Tom Fraser @Thomas_Fraser]

@CernBasher Perhaps they have been reading your posts, Cern. At first look, I like all of this except for the stock buyback. That part, I need to think about.

[Tom Fraser @Thomas_Fraser]

@CernBasher Thank you, Cern. Comprehensive, as usual.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerMama @748_407 I feel so asleep at the switch. I'd not thought about Tesla China.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerMama @kellyglawson When have such dynasty-ruling provisions been successful vs. disasters? Another thought: Does this not increase the key-man risk? I beseech the Tesla Board to get this out of the structure should a merger be negotiated.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerMama Yup. That is one of the important uses of a Store of Value.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerMama Good perspective. Thank you for the breadth of your thinking.

[Tom Fraser @Thomas_Fraser]

@AGraybosch92628 @nerdalert @TeslaBoomerMama @bradsferguson Mars is The Priority! Tesla remains of vital importance. Optimus, FSD, batteries, Data, solar, and AI5 &AI6 are just some of the Tesla pieces that are needed. @Rebellionaire @elonmusk

[Tom Fraser @Thomas_Fraser]

@Callidus67 @BaseballBros Good list. I'd add Hubbell, Kershaw, and Newhouser.

[Tom Fraser @Thomas_Fraser]

@TeslaBoomerMama You amaze me once again. Thank you.

[Tom Fraser @Thomas_Fraser]

@CernBasher @grant_melson With respect. I read several of your cogent forecasts of how $TSLA valuation might grow over the next 3-5 years and beyond. Does not a "merger" render those spreadsheets and accompanying analysis neutered?

[Tom Fraser @Thomas_Fraser]

@nerdalert Well stated, Matt. Ditto to Bradford for his post on the subject of Tesla timelines of two days ago.