TroyTeslike is calling for 466K TSLA deliveries in Q2, but I'm at 420K, and a bunch of other X analysts are in the 420-430K range. This is the biggest gap between retail analysts and the sell side (consensus 406K) I've ever seen before a Tesla delivery report. Tesla drops Q2 num
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Leopold Aschenbrenner called the last AI move early.
Now he's piling into these.
He definitely has the inside scoop.
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AI spending has reached a wild 8% of GDP now. That's bigger than any bubble ever. Most of it's built on private loans and circular funding, so honestly no clue what happens when it all crashes.
$TSLA down 15% this year while NDX is up 16%. Their unsupervised driving rollout is stuck around 40 cars with no safety monitors. Some bulls count supervised cars which is misleading.
A Houston crash where FSD was on killed someone and TSLA had no PR response. Management blam
Big news: Trump just announced more US airstrikes on Iran and warned the country "won't exist anymore" if things reach a point where "we can't be reasonable." This is intense.
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