Tesla End Game

TSLAQ

[Tesla End Game @EndTesla]

$TSLA

This is the worst guidance I have ever seen from a company. It is time to short $TSLA

I have been dragging my feet on getting back in on the short side. It is time.

lololololololololololol

[Tesla End Game @EndTesla]

@_rob_anderson i normally don't believe these types of analyses but wow that is a close correlation

[Tesla End Game @EndTesla]

@lokoyacap hyperscalers also drink the koolaid and are not unbiased.

OpenAI just doubled the cost of their models. The scaling laws are failing. We are entering anti-Jevon's paradox

[Tesla End Game @EndTesla]

@LiquidB_B what are the purple and yellow lines?

[Tesla End Game @EndTesla]

@jimcramer good night $NVDA

[Tesla End Game @EndTesla]

@R_and_Invest @ZacharyRoc39576 @jukan05 @BagholderQuotes semis peak when estimates stop going up

you will learn

[Tesla End Game @EndTesla]

@semivision_tw lol: the more you buy, the more you make

Jensen does not make consumer AI. he makes semiconductors

not the guy to get advice from

[Tesla End Game @EndTesla]

@DeItaone hahahahahahahahahahahahahahahahahahahahahahahahahahahahahhaha

[Tesla End Game @EndTesla]

@ZacharyRoc39576 @R_and_Invest @jukan05 @BagholderQuotes you have no idea how it works

i worked on the buyside on Wall Street

let me tell you how it works.

[Tesla End Game @EndTesla]

@ZacharyRoc39576 @R_and_Invest @jukan05 @BagholderQuotes you literally can

buy an index fund. this game is not for you

[Tesla End Game @EndTesla]

@saylor sell your kidneys Michael

[Tesla End Game @EndTesla]

@ZacharyRoc39576 @R_and_Invest @jukan05 @BagholderQuotes it is just a revenue target lol, nothing confidential

[Tesla End Game @EndTesla]

@atelicinvest token costs are going up, not down

[Tesla End Game @EndTesla]

@carl_sterns @PythiaR Dario doesn't know anything about economics, finance, markets or human psychology

he is a math nerd. that is it.

let's pin trillions of dollars of capex on what he says.

[Tesla End Game @EndTesla]

@rev_cap alot more downside to come

[Tesla End Game @EndTesla]

@PythiaR @carl_sterns so it all hinges on the cash flow incinerators OpenAI and Anthropic in 2028? Good luck with that.

[Tesla End Game @EndTesla]

Good night $MU

[Jukan @COMPUTEX @jukan05]

SemiAnalysis: NVIDIA is reducing the SOCAMM capacity for Rubin. via @TMTBreakout

[Tesla End Game @EndTesla]

@PythiaR lol, this is @BagholderQuotes quote material

if they were confident in $150bn, they would guide to that.

the largest investment banks turning into bagholders is peak comedy

[Tesla End Game @EndTesla]

@WisemanCap hahahahaha

bagholders

[Tesla End Game @EndTesla]

@theaiportfolios semi conductor stocks stop going up when estimates are no longer revised up.

AVGO is the only AI company to give 2027 guidance. Below mkt expectations.

Hold on to your butts, the cycle is peaking