John ⚔️

$MU investor | $NVDA | $PLTR | $LMND | $TSLA | Model Y-LR | AI & Tech | 49ers Fan

[InOneScoop @InOneScoop]

Tesla. In hindsight Elon knew holding up the stock price at that valuation required endless carrots. 1. Cybertruck had 2 million reservations. It turned into hot air. 2. The compact car was coming (for 2 years) and Mexico factory was to build it. It friend into complete BS. 3. Operating a lithium refinery factory is license to print money. It opened and no measurable impact to bottom line. 4. The golden key was the dry battery process once it becomes a reality. It did but cell costs from China plummeted and it became a nothing burger. 5. Major manufacturers were in discussion with Tesla to license FSD and then poof it was all a dream. 6. The most famous.. half the US population will be served by robotaxis by year end 2025 (said before his comp vote). And poof .. last quarter it was replaced with “it doesn’t make sense to scale robotaxi faster if better FSD models are coming. 7. Another famous claim “Everyone that could afford a Tesla would want a Tesla the problem is high monthly payments and interest costs” .. horse sht. 8. Solar roof and solar city — let’s not go there’s. 9. DOJO .. for 3 years it was the golden egg project … poof entire team was let go and he has been beginning GPUs from Jensen since. 10. Thousands of Optimus will be doing useful things in Tesla factories before 2025 years end…. Poof. 11. I will reward long time Tesla shareholders if any of my private companies go public. We all got the middle finger. 12. “I won’t go through with twitter purchase” then sold tens of billions with out warning. 13. We all endured bidens ensuing legal warfare. 14. DOGE drama. 15. Filthy Public spat with the president and getting booted from the White House lawn. 16. Never ending political posts. 17. The most absurd retarded earnings calls of any public company. 18. The next even bigger carrot? Terrafab. 50 football fields long and it will produce billions of chips. Because no one can supply enough for what Tesla would need like a national federal autonomous taxi service that does a federal law for it is being willow walked, and an Optimus robot that would first need high production factories (2 years) then ramp (1 year or more) and no one knows if it will be like cybertrucks 2 million reservation claim. One of The greatest series of business fantasy borderline scams ever told. Sold it all and moved to Micron at $400 and everyday I ask myself how did I become so stupid to keep given him the benefit of the doubt. Looking back it was more about not wanting to accept my failure of holding it. His carrot traps kept that hope and goal posts moving. Blocked him and his retarded gang of influencers. If someone hurts you move on.

[John ⚔️ @json717]

@CuriousPejjy I think you’ve been saying this for like 5 years now and the stock is pretty much flat while any trivial AI stock is 🚀. Good luck hoping $tsla goes up…. Lol

[John ⚔️ @json717]

@spicco05 @nerdalert Yup not supristat all! Can’t believe anything Elon says.

[John ⚔️ @json717]

I love how Uber bulls change the narrative when things don’t work out the way they thought. Be honest if you had preferential priority of $spcx share in abundance like Elon promised you as $tsla holder you would not be saying that stock will drop after IPO. Wish one of you would just admit for once that Elon misled as usual. Not sure why all the uber bulls deny this fact. Elon does this all the time and it’s frankly f*cked up and not cool at all!!!

[Matt Smith @nerdalert]

I didn’t post about this before the S-1 was filed because I didn’t want to be a Negative Nancy, and I hoped my intuition was wrong.

But now that we’re getting details this is actually exactly what I expected. No tangible benefit for retail, zero benefit for LT $TSLA holders.

[lord pretty flacko ⚔️ @smdcapital]

hold up.

elon massively overpays for Twitter, after tanking tesla’s stock via selling in the open market for months - right before a tech bear market

twitter is knee-high in shit (debt), so he makes up a lie about bots to boost subscriptions etc

all advertisers leave the platform, dropping revenues while interest eats up whatever is left of the profits

he then creates a fake AI startup out of nowhere, raises billions in months

then he acquires the failed Twitter company with the fake AI startup

years worth of lying about FSD progress is catching up, and tesla’s market cap goes nowhere for five years as a result.

in 2024, tesla tanks toward multi-year lows - until he makes a new lie: a new compact car

stock rallies. he bets the farm on helping trump win the election

he crashes out on christmas ranting about H1B’s - tesla’s stock crashes for months thereafter, as DOGE also fails to do anything useful. still no FSD.

but wait - let’s have a car drive itself to a customer. then, let’s release 1 robotaxi in austin and say we’ll scale to 50% of the population by the end of the year. that’ll help buy some time.

he then looks at spacex, which only does a few billion in revenue and has an idea:

data centers in space bro. bc space is cold af! and unlimited free energy!

he has spacex acquire his fake ai startup and prepare it for IPO in record speed amidst peak AI euphoria.

“we can ipo this shit for $2T and then buy tesla so i can have my target % ownership. i just wont scale robotaxis or optimus until spacex is ready to acquire it”

-master plan 5

[John ⚔️ @json717]

@RBReich You are such a loser Robert! Misrepresenting and manipulating to fit an agenda.

[John ⚔️ @json717]

Once again the market is fragile.

The BULLS and BEARS are locked in a battle.

Today we get $NVDA earnings. Make no mistake this is one of 3 factors that will decide where we go next.

If the BULLS prevail?

If $TSLA can reach all time highs!

If the AI trade continues.

We also have some serious issues in the bond market and today we have a MAJOR auction.

If it doesn't go well expect a violent drop in the markets.

This exact situation happened May 21st 2025 exactly one year ago.

What am I doing to avoid these events and what are the 3 that will decide if the BULLS or BEARS prevail?

Let's Discuss:

[John ⚔️ @json717]

@hamids So obvious when you hear from these CEO who actually know what they are talking that this is just the beginning. $MU 🚀

[John ⚔️ @json717]

The problem with $tsla uber bulls who are blinded by the stock & Elon are ignoring the "fundamental value" of the company. All these uber bulls talk about the Elon effect how Elon is the "true" value and FSD and Optimus right around the corner.
If you zoom out and take your blinders off for a more than a second, you may realize that $tsla today is not a great investment. There is much more risk than potential upside. It doesn't mean that one day it won't shoot up like it did in 2020 but with SX IPO and potential merger diluation, its best to stay away IMO. I was one of the uber bulls that was blinded and all-in $tsla.
However after I sold 3/4 of my position recently and looking to sell the rest, I was able to take a unbiased view of my situation and realized that I was betting pretty much everything on Elon. Of course the bulls will say never met against Elon, but selling your shares to diversify or reduce your concentrated risk is not betting against Elon.

If your an $tsla investor, I challenge you to step back and take a very close look at many other opportunities in the market and be honest with yourself, do you truly believe $tsla will be the best company(risk/return) in the next 5-10 years and if you do, are you willing to wait in the "hope" that this comes true sooner than later? Its almost June and it will be 1 year since the robotaxi launch in Austin. As an $tsla investor you have to question why its taking so long? What happened to all the promises/predictions from Elon and how can they be so far off?

You've been waiting almost 5 years now for the stock to take off but what if it takes another 5 years? IMHO "hope" is not a strategy and I challenge the uber bulls to re-evaluate your thesis or you may be waiting much longer than you think and missing out on all the other potential AI opportunities that are out there. "AI" is a once in a lifetime generation opportunity, don't get blinded by $tsla's "hope" and miss out!

[John ⚔️ @json717]

@CuriousPejjy @wholemars Omar is absolutely the worst person to listen to for $tsla. He has no credibility whatsoever and is just an idiot. Just being blunt and honest.

[John ⚔️ @json717]

@TeslaBoomerMama Such a stupid post! Nobody is claiming he is smarter than Elon. But elon has made so many bad decisions and made so many wrong predictions its not even funny. You uber bulls never talk about this at all, thats the balance you lack and thus you lose credibility.

[John ⚔️ @json717]

Gamble on $MU? Tesla break out 50-100X???

Are you looking at recent financial numbers when you make these crazy statements? It appears you are blinded by all the uber bulls in the $tsla/Elon bubble.

Tesla Q1:
Rev: $22.4B
Profit: $4.7B
EPS: .41cents
Fwd PE: 250+

MU Q2:
Rev: $23.8B
Profit: $14B
EPS: $12.20
Fwd PE: 7-8

These are "real" numbers; $MU just made $14B in profit is now guiding for $33.5B in profit next quarter and is only trading at 8x PE. That's super cheap and there is no other stock that has this type of profit trading so cheap. If this is what you call gambling than you don't understand fundamentals of company financials.

What is $tsla guiding for the rest of the year? Oh wait, yup Elon alluded to the fact they may need V15 to be release to scale robotaxi for safety and edge case. How long has he been saying unsupervised FSD would be fully solved? Since 2018, 2019? Now, Optimus production is delayed. Cybertruck was a total flop. Twitter/X and Xai is losing money so had to be saved by SpaceX merger. Anything else I missed about Elon and $tsla? The problem with Elon is that he is spread too thin between all his companies so eventually there will be negative consequences of the lack of full involvement by CEO which results in poor execution and ultimately poor results.

Don't get me wrong, Elon is a genius when it comes to marketing and building innovative products because he has people like you believing the ultimate dream that one day $tsla will 50-100x. That is a total pipe dream at the moment my friend.
Tesla no doubt has great products and future may be bright however that future if it comes to fruition won't be for a very long time. Probably not until at least 2035 before we see any meaning revenue/profit from Optimus. Robotaxi may start to scale soon but nowhere near the projection that Elon has alluded to in the past (1M unsupervised by 2026). There are still many roadblocks with government regulations still to be resolved and competition is right around the corner now given all the FSD delays from tesla. Just look at this video and be honest with yourself to see how much competition has caught up to Tesla FSD.
https://t.co/gc5hOtGY9O

Even if robotaxi did scale meaningfully, there is no way you are looking at anything close to 50-100x from current price when the stock is so expensive and a lot of robotaxi rollout is already priced in.
You should challenge yourself and re-evaluate your thesis and look at the facts/numbers objectively before you believe all this hopium and hype from Elon and his uber $tsla bull community.

[John ⚔️ @json717]

It amazes me how $tsla uber bulls will go to lengths to defend and protect tesla/elon. The fact of the matter is that there have been so endless things Elon has stated so confidently in the past and never materialized. I don't see you guys challenging the intent or wisdom behind this. Whether he lied, misled, spinned the truth or whatever is that's not the point. The point is that Elon has a fiduciary responsibility to shareholders which he ignores. He has repeatedly ignored this responsibility time and time again with the lack of preparedness on earning calls, irresponsible statements on X/Twitter posts, childish behaviors and statements, political involvement, selling $tsla shares on the open market to purchase twitter... etc, at the detriment of shareholders. No one is perfect and of course Elon makes mistakes but there is truly a lack of balance on the part of so many uber bulls of $tsla that any criticism of Elon or the company gets this kind of reaction.
Keep in mind that some of you have already made your money and your cost basis is super low so its very easy to not be impacted by the lack of stock price movement for the past 5 years and excuse this behavior by Elon. But there are plenty of others who have bought in 2021 and beyond only to see flat returns and what appears to be promises that keeps gettting pushed back year after year. Those folks have every right to challenge and question Elon/Tesla when this has been going on for 5 years now without uber bulls blind devotion to Elon. All I get is that Elon will be Elon and he will never change. Why do you all accept that? Why wouldn't you expect more from a leader who according to many will be the CEO of the largest company in the world someday? Should we not hold Elon to a higher standard than most if he truly will lead the largest and most influencial company in the world? I will argue that this kind of acceptance or indifference is exactly why Elon does what he does because he has such a loyal following even though he knows better and gets away with it. If you truly love Elon and Tesla the company, then challenge the CEO to be better and improve.

[John ⚔️ @json717]

On 4/7, almost a month ago I sold 3/4 of my $TSLA to go into $MU.

4/7 Closed:
$TSLA - $346.65
$MU - $377.58

Today's 5/5 Close:
$TSLA - $389.36 (+12%)
$MU - $640.20 (+69%)

Only regret I have is not selling more $TSLA.
The opportunity cost is tremendous holding on the $TSLA!

At some point, I believe $TSLA's time will come but current $TSLA holders are missing out.

Shoutout to Rebellionaire for bringing $MU to my attention!!!
@bradsferguson @nerdalert

[John ⚔️ @json717]

@alojohhardcore AJ, I'm wondering if you saw this video. Kevin brings up some really good points.... Would love to hear your thoughts...

https://t.co/MxR6koCjZS

[John ⚔️ @json717]

@smdcapital How about this one
https://t.co/rWi8XL08c1