Cheersbone

[Cheersbone @cheersredbone]

@hendm5 @GrindeOptions @grok 2) sales and has a market cap of $115bn vs Tesla's at 1.4Tn it would seem BYD is a much better investment opportunity

[Cheersbone @cheersredbone]

@hendm5 @GrindeOptions @grok 1) Seems like Grok is saying BYD leads in most stuff except making its own chips and charging network. BYD has the cars the self driving the trucks the human robots the mega packs. My take from Groks Anwser is BYD does 85% of the stuff Tesla does. Given BYD is actually growing

[Cheersbone @cheersredbone]

@GrindeOptions Which ones does BYD not do?

[Cheersbone @cheersredbone]

@Automoto415792 what if spacex drops 50% from IPO to $850bn, will the TSLA shills all want a merger of equals?

[Cheersbone @cheersredbone]

@BradMunchen The part people seem to be missing is the raise is $75bn. Once the lock up ends you could make a general assumumption that all the exisiting investors say lets sell half and lock in profits, if that is the case the market needs to absorb $850bn, anything short of 13x is an issue

[Cheersbone @cheersredbone]

@Automoto415792 Agree, all the chat about a merger is desperation, Elon will prioritise all the value to the company he owns more off and has full control off

[Cheersbone @cheersredbone]

@anymanfitness Fast

[Cheersbone @cheersredbone]

@morellifit In

[Cheersbone @cheersredbone]

@ValueAnalyst1 @niccruzpatane Imagine thinking the robotaxi is going to cost $18k, I remember when the cyber truck was going to cost <$40k

[Cheersbone @cheersredbone]

@ValueAnalyst1 @SawyerMerritt Bidding software is a small part of the potential revenues, much more important is nodal volatility

[Cheersbone @cheersredbone]

@rdd147 I think the whole issue is it will create presidence.

Also $345m is 2x quaterly FCF for Tesla these days.

[Cheersbone @cheersredbone]

@BradMunchen They are all showing a map comparing the service area to waymo which is stupid, the right comparison would be to uber or Lyft because Tesla's service is a taxi with a driver

[Cheersbone @cheersredbone]

@BradMunchen Haha they are trying the same
Pump twice is a week, they must be desperate if they are repeating them 5 days apart

[Cheersbone @cheersredbone]

@rdd147 What is the process and timing to the end of the case?

[Cheersbone @cheersredbone]

@YammerTime01 Yeah he is up to something, it's a pump every single day at the moment, he has been doing it for years but feels like this is overdrive

[Cheersbone @cheersredbone]

@rdd147 It seems like were at the point that there is a new pump every day which feels like a new level

[Cheersbone @cheersredbone]

@rdd147 wanted to get your thoughts if the SF Robotaxi was just a made up story to reduce the cost of keeping the stock up with options, seems weird to announce it Friday before the open and then no launch all weekend.

[Cheersbone @cheersredbone]

@rdd147 Yeah feels like since earnings we have had the fake SF robotaxi launch Friday, the weird 1 billion robots a year Saturday and then the Samsung chip announcement Sunday.

The Robotaxi one seems brazen given by Monday there is no evidence it happened.

[Aaron Pilkington @PilkGolf]

Shane Gillis full monologue

What’s the funniest joke?