Matt watson

3 kids,7 continents, football, trail running. Nelson NZ

[Matt watson @MattasticNZ]

@Geiger_Capital @Bluntz_Capital @grok can you check this for me

[Matt watson @MattasticNZ]

@benjamincowen Welcome to NZ😊

[Matt watson @MattasticNZ]

@envyysol 🤷‍♂️

[Matt watson @MattasticNZ]

@envyysol

[Jesse Olson @JesseOlson]

3, 2, 1...altcoins.

algorand:native 4-hour chart has a pending buy signal.

[Matt watson @MattasticNZ]

@envyysol

[DonAlt @DonAlt]

Looks like we're gonna get another leg up soon

[Chris Camillo @ChrisCamillo]

Bought $TTWO after seeing the GTA VI leaked footage.

Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive.

First real evidence GTA VI may actually be a generational leap.

That’s the signal.

[Dr. Adrian Wong (dradrianwong.bsky.social) @DrAdrianWong]

Anti-vax logic blown to bits.

[Focused 🧘🏾‍♂️👁️ @xonphused]

The way Atheists destroy Christians in debates is a beautiful thing to behold😭

[Mak @mak_aura]

We really don’t hate colonialism enough.

[Charted Daily @Charteddaily]

More Kiwis are visiting Viet Nam than ever before too - nearly 40,000 in the year to June, which is around four times the level 15 years ago.
It looks like it may overtake Thailand in popularity as a destination soon.

[Matt watson @MattasticNZ]

@envyysol mmmmm

[finally @FinallyX]

id like to submit this evidence to the prosecution

[Matt watson @MattasticNZ]

@envyysol so much winning😂

[DonAlt @DonAlt]

I don't think we talk about the fact that the President has a cryptocurrency enough

Especially given it's down 90% once and then 80% again

[George Noble @gnoble79]

Elon Musk is a compulsive liar.
It is amazing that he is not in jail for securities fraud.

Instead, his incessant lies and hopium have made him the richest man on the world.

He is the Ivar Kreuger of our times.

The truth and the fundamentals are now catching up with him.

Fair value for both is around $30.

The crash has only just begun.

The massive coming unlock in $SPCX shares will destroy this public traded science experiment presently valued at 80x revenues.

Robotaxis at scale aren’t happening anytime soon as $TSLA does not have the necessary level four technology.

Optimus robots are another pipe dream designed to keep the dream alive.

$TSLA profits are collapsing and the company will be massively cash flow negative this year.

$TSLA is valued at 14x revenues vs 1x for the average auto stock.

We are short $SPCX from $145 on July 11.

We are short $TSLA at an average price of $475 from December 2025.

DYOR, but I continue to maintain that these are both two outstanding shorts

And for those who say don’t bet against Musk, I strenuously disagree. The magic is wearing off. $SPCX is the most disastrous IPO at scale in history. $TSLA has declined 22% YTD and has underperformed the S&P by 49% since the beginning of 2025.

I anticipate that elonmusk “premium” will be replaced by the @elonmusk discount.

YOUR ATTENTION TO THIS MATTER IS GREATLY APPRECIATED.

@elonmusk
@SaneInWackyWrld
@DougKass
@GordonJohnson19
@SawyerMerritt
@teslaownersSV
@TeslaBoomerMama
@wholemarsblog
@garyblack00
@JG_Nuke
@Convertbond
@herbertong

[evan loves worf @esjesjesj]

Omg this is the most contentious interview he's done since Don Lemon made him cry and she's fucking destroying him

[Matt watson @MattasticNZ]

@benjamincowen Congrats mate. Appreciate all you do😊

[Mehdi Hasan @mehdirhasan]

We’re governed by fucking morons

[Kelly Eckhold @kellyenz]

Buffers heading down.

[Dan O'Dowd @RealDanODowd]

Today marks seven years since @ElonMusk lied to investors and customers at Tesla Autonomy Day in 2019, where he promised:

❌ 1 million Tesla Robotaxis by 2020

❌ $30,000 a year for Tesla owners from their cars operating as Robotaxis

❌A $38,000 Model 3 would appreciate to $200,000

❌ A drivetrain that would last 1 million miles with minimal maintenance

On today's $TSLA earnings call Musk will make similarly fantastic claims, which also won't come true.

[Fred Lambert @FredLambert]

Tesla $TSLA earnings might look good on the surface, but they are in complete shambles if you dig even a little:

- Tesla Listed "one-time warranty and tariff benefits" as the #1 driver of profitability — refused to disclose the dollar amount

- Seemingly Booked IEEPA tariff refunds as income in both auto AND energy segments after the Supreme Court ruling — a one-quarter windfall

- Stretched supplier payments from 61 to 71 days — up from 52 days two quarters ago — adding $1.3B to payables to juice cash flow

- Issued $4.3B in new debt (3x last quarter) to keep the cash position flat after a $2B SpaceX investment

Meanwhile: deliveries missed, inventory piling up to 27 days of supply, energy storage down 15%, and GAAP net margin was just 2.1%

[John P @SolidAirJohn]

• $4bn for roads
• $3bn for landlords
• $12bn in tax cuts
• $300m tax breaks for Phillip Morris Tobacco
• $153m for private charter schools
• $80m for Seymour's Ministry of Regulation
• $1.9b for a mega prison
• $2b in addition interest.
And those ferries $?b