Raj

[Raj @raj19s]

@elonmusk @Tesla replaced my windshield glass on Model Y (my 3rd Tesla) and within 36 hours it cracked again and I heard the crack this time while driving on a clear road nothing hit it. Now your repair shop wants me to pay for replacing again. To be clear I followed all their 72 hour instruction and even kept the windows shut. Clearly seems a case of incorrect installation !! This isn’t fair. And interesting fact it is at and around the same spot where the first crack was which honestly I didn’t notice till my son pointed it out. Not sore when that had happened as well.

[Raj @raj19s]

@Jason Only people who got shares at Pennie’s on the $ can have patience and can afford to imagine - you guys were hyping it post ipo at $220 as well - there are trust issues here

[Raj @raj19s]

Honestly Jim I drive it and it is safe. But at this stage investors are tired of hearing futuristic claims by @elonmusk I was one who held shares thru thick and thin for years and years. But sold in 400’s when I realized these claims will keep coming my way - at the end of the day as an investor I need to make money and don’t have decade long patience - pre-ipo when @SpaceX split 1:5 I realized I was right… in the end they all in for the money total opposite of what he claims…

[Whole Mars Catalog @wholemars]

Congratulations $TSLA shareholders — the market is closed

[grant @grantbelden]

It’s honestly gonna be so fucking funny in a decade when this dude is generally understood to be a fraud

$TSLA

[Anthony Pesec @anthonypesec]

There's a 100% chance that Tesla will eventually need to be bailed out by SpaceX, just like Solar City was bailed out by Tesla, and just like Twitter was bailed out by xAI, which is just like xAI was bailed out by SpaceX. Elon's empire is a diabolical multi levelled Ponzi scheme.

[SubPrime69 @SubPrime_69]

My takeaway for $tsla earnings

This was a make it or break it earnings call, shareholders deserved straightforward answers, and we didn't get any. No other major company operates this way.

- the launch yesterday was a nothingburger, shiney distraction before

- dogshit earnings

- more vague robotaxi guidance, basically give you made up number and tell you to figure it out yourself

- can't believe anything Elon says at this point

- Elon says slow rollout because of safety, Ashok says 380k miles no incidents. Which is it?

- Elon said last earnings call that V15 would be a giant leap in safety, and it would be irresponsible to ramp before then

- Ashok says today, V15 already running in robotaxi, so I guess it's not safe enough.

- dodged all the Say questions, giant fuck you to shareholders. We don't like these questions, and you don't deserve an answer.

- SpaceX and Tesla will 100% merge, which creates a massive incentive for Elon to stall any major robotaxi developments, bleed the stock as low as he can for more favorable terms. "We'll get a premium!" 50% premium isn't very good if the stock is sitting at $200. Shareholders will be begging for a merger at that point. Elon does not want the stock moving higher, point blank period. This is what makes me sick to my stomach, but as a person with a brain, I have to come to this conclusion because it checks every single box for why we have stalled on robotaxi, and Tesla has completely flipped on the guidance they gave us last year.

I've been in this stock for over 6 years. I've seen $500, and $100, I bought through it all, COVID, declining sales, twitter purchase, political backlash, and more, but I have never felt worse about the stock than I do today.

[James Chanos @RealJimChanos]

If that’s true why are margins collapsing? Wasn’t FSD software adoption going to increase margins? $TSLA

[Raj @raj19s]

@RealJimChanos Feel like I have heard those 2 names before lol

[James Chanos @RealJimChanos]

Wooly Mammoth startup Colossal seeking at least $20B valuation (Up 100% from last year’s valuation round). I think I’ve seen an entire movie series about this concept. https://t.co/L9fq6xUUMI

[Raj @raj19s]

@PeterDiamandis The valuation doesn’t leave any dough on the table for the small investor !!

[Raj @raj19s]

@TraderGillx BS

[ValueAnalyst @ValueAnalyst1]

Elon Musk took advantage of unsuspecting retail investors to enrich himself and his cronies, again.

[Raj @raj19s]

@RealJimChanos Don’t bother Jim he lives in his fantasy world. What a pump and dump. The insiders like Garcia, Ron Baron purchased a token buy at ipo price - innocent investors fell for the illusion as always. And statements like $3T in revenue 🙄🙄

[Raj @raj19s]

The valuation at which it was pitched to public investors was the problem. Paid influencers pumping it was the problem. Media channels like @CNBC pumping it at IPO was a problem. When @jimcramer becomes a fan of the ipo was a problem. Company is fine just the valuation was and still is insane !!

[Lee Roach @leevalueroach]

SpaceX is the most overhyped IPO of the decade and it will end exactly the way every overhyped IPO ends. Facebook IPO’d at $38 and traded under that for 15 months. Uber IPO’d at $45 and is still below that adjusted seven years later for a while. WeWork tried at $47 billion and ended at zero. Robinhood IPO’d at $38, hit $85, then $7. Coinbase IPO’d at $381 and was at $40 two years later. Rivian IPO’d at a $100 billion valuation with no meaningful revenue and gave back 90%. Beyond Meat. Peloton. Lyft. DoorDash. Bird. Each one a “generational company” the day it priced.

Each one a wealth destruction event for retail within 18 months. The pattern is not a coincidence. Hype IPOs are designed to transfer wealth from the people buying the story to the people who built the story. The bankers get paid. The early employees get out. The VCs get a markup they can show their LPs. The retail investor gets the bag. SpaceX is a great company. That has nothing to do with whether it’s a great stock at IPO. Greatness was already priced in five funding rounds ago. You are not getting in early. You are buying the exit. The only IPO worth chasing is the one nobody is talking about. Those don’t exist anymore because every IPO is marketed like a movie release. So the answer is: don’t chase. Wait two years. Buy it down 70% when the lockup unwinds and the narrative breaks. Or don’t buy it at all and put the money somewhere the bankers haven’t already extracted the alpha. Hype is not an asset class. It’s a tax.

[Raj @raj19s]

@GerberKawasaki Totally agree the paid influencer gang constantly promote the stock right when it was at 220 till date - all the hype was total BS when it crossed amazons valuation !!

[Raj @raj19s]

@farzyness The paid influencer gang… so tired of them @elonmusk

[Raj @raj19s]

@StockSavvyShay @fiscal_ai You need real investors not paid influencers @elonmusk

[Raj @raj19s]

@Teslaconomics I would be buying at 75

[Jim Cramer @jimcramer]

Nasdaq wanted SpaceX for the 100, well it sure got its wish