Rod F

[Rod F @RodfTutor]

@CattardSlim Even if this was true, TSLA sucks at software!

[George Noble @gnoble79]

More than 800 comments.

Plenty of people agreeing and bringing up even more points.

But look at the ones disagreeing.

Not one argument. Not one number. Not one counter-thesis.

Just insults and recycled claims I literally debunk in the post.

That's the entire case for Tesla in 2026.

I spent 45 years on Wall Street. I worked as Peter Lynch's assistant at Fidelity. I ran the #1 mutual fund in the country in 1984. I founded two hedge funds that each crossed a billion dollars. I've watched the Nifty Fifty, the 1987 crash, the Japan bubble, the dot-com mania, and 2008 play out in real time.

And the most sophisticated response the Tesla cult can bring up is a slur.

But what NO ONE did in these comments:

Nobody challenged a delivery number. Nobody defended the 50,000 vehicle inventory gap. Nobody explained why a company with shrinking revenue deserves a $1.5 trillion market cap. Nobody addressed the 38% sequential collapse in energy storage deployments. Nobody made the case for 300x earnings on a business that just discontinued two of its flagship vehicles.

And none of the dozens of other arguments.

BECAUSE THEY CAN'T

They don't own Tesla because they ran a DCF. They own it because a billionaire on social media told them to.

This is nothing more than a fan club with a brokerage account.

And every great bubble in financial history has looked exactly like this in its final innings.

Tulip traders didn't debate horticulture. Pets .com shareholders didn't model unit economics. Bear Stearns clients didn't stress-test the mortgage book.

They got angry at anyone who asked questions. They called the skeptics names. They treated doubt as heresy.

Then the math showed up like it ALWAYS DOES.

I don't need anyone in my replies to agree with me. I'm writing down what I see and letting the scoreboard do the talking.

Energy up 24% this year. Gold at all-time highs. Since I called Valaris and Tidewater on December 24, VAL is up 65% and TDW is up 50%.

The unglamorous, "boring", cash-generating corners of the market have been DESTROYING the crowded narrative trades.

Meanwhile the people screaming at me are down 14% YTD and holding.

Who's the delusional one here?

[BonkDaCarnivore @BonkDaCarnivore]

The disaster of the $TSLA earnings call, pt. 4: Logistics.

A lot of the remainder of the Tesla call was Elmo revealing that Tesla has failed to execute even beyond its normal boundaries.

-The much-ballyhooed Fremont factory that they were retrofitting away from making the discontinued Model S to the Optimus robots (which are still vaporware) is behind schedule

-They finally admitted that they failed to rollout Robotaxi fast enough, with Elmo blaming regulators instead of Tesla's own technical limitations. (more on this in a moment)

-The Roadster reveal - now 10 years late - still "isn't ready to be shown" with Elmo claiming it's "a month away". Except he's been saying it's a month away for years.

-The golden child of the company - power distribution - came in DOWN 15% for the quarter, the first negative print in this vertical in forever, signaling market saturation and softening demand.

But let's go back to this Robotaxi problem: Tesla put all of its Robotaxi eggs into a Texas basket, leveraging a loophole in the state laws that permitted them to put these things on the road - something they can't do in other states because they can't meet the requirements necessary to get the permitting. OK, fine, fair play to anyone who can exploit a loophole. But what nobody is paying attention to is that Texas is closing that loophole right around Memorial Day. Given Elmo's admission that the current robotaxis are not capable of achieving level 4 autonomous driving, it's likely that further rollout of these vehicles could be put on hold for quite some time until such time as they can obtain the proper certification. A period of time in which competitors like Waymo and Zoox are doing widescale expansions across many cities, and Uber has partnered with $LCID to create autonomous delivery frameworks. Meanwhile, Elmo said we'd have a million of these robotaxis on the road...6 years ago. Now Elmo is stating it might not be able to roll this out at scale until 2027.

Meanwhile, Tesla trades a 328 times earnings when the rest of the Mag 7 trades in the 30x range. But tell me more about how this is a generational opportunity for an undervalued ticker.

[Rod F @RodfTutor]

@LarkDavis Ives is a clown in a clown suit

[Rod F @RodfTutor]

@APompliano The market is NOT the economy. When money has no productive uses it inflates paper assets. But mark my words, it will crash soon. Just wait and see.

[Rod F @RodfTutor]

I’m a Model Y owner and love it. It has a number of flaws and regularly annoys me, but overall it is a quality EV. I also believe Elon has hurt Tesla tremendously and is leading it to ruin. It’s a shame he’s conned so many people and my next EV will not be TSLA

[Rod F @RodfTutor]

@honeymoon250 At least 14

[ValueAnalyst @ValueAnalyst1]

$TSLA ELON MUSK SOLD MILLIONS OF TESLAS WITH HARDWARE 3 COMPUTER WITH THE REPEATED PROMISE OF EARNING ROBOTAXI INCOME FROM THEIR CARS, ONLY TO TELL THEM YEARS LATER THAT TESLA WILL NEVER DELIVER ON THAT PROMISE, WHILE MAKING HUNDREDS OF BILLIONS OF DOLLARS FOR HIMSELF!!!

[Rod F @RodfTutor]

@GrindeOptions Certainly NOT #Tsla! They are not even leading in EV’s! They have 2 total EV’s, and now were near “millions” of robotaxis! Wtf are you talking about!?

[Rod F @RodfTutor]

Yep, it’s all a scam

[CommonSenseSkeptic @C_S_Skeptic]

And this is how you know Musk is going to IPO SpaceX out of financial desperation.

This isn't being done to give other people an opportunity to get involved in the company - he needs your cash.

He wants to have his cake and eat it too. Like every other megalomaniacal sociopath with a God complex who is going to go broke would do.

And make no mistake - you're going to watch Musk burn his entire empire to the ground before he dies.

[Rod F @RodfTutor]

Elon is a complete joke, why does anyone take him seriously? He might be a better con man than trump.

[yas @itsjustyasir]

Today is not only Tesla's earnings call, it's also the 7 year anniversary of Tesla Autonomy Day 2019.

Elon, very confidently, claimed they'd have 1 million robotaxis by 2020 and if you need a geofence area, you don't have real self-driving.

Full video:
https://t.co/MS5vyAW6Dz

[Dan O'Dowd @RealDanODowd]

Don’t be fooled by Tesla’s “Robotaxi service” in Houston and Dallas. It’s just another $TSLA stock pump from @ElonMusk ahead of tomorrow’s earnings.

Tesla has just two “Robotaxis” operating in each city and customers are already reporting a litany of safety issues:

[Rod F @RodfTutor]

@JuanRodrig07 @rnanrr1 @josemorgado The rule says you must stop play to call a hindrance! Why does no one know the f@ing rules!? You can’t have two chances to win a point, thus stop play and take chances with ref decision, or play out point. One or the other.

[Michaël van de Poppe @CryptoMichNL]

The best chart in the ecosystem.

The valuation of $BTC vs. Gold.

It's not about the valuation of $BTC vs. the Dollar, we all know that this is going to up over the years.

It's about #Bitcoin vs. Gold given that these two are hard assets.

The current valuation is the lowest it has ever been.

The key insight: While everyone believes we're only a few months into a bear market (because BTC hit its USD all-time-high in October 2025), the BTC/Gold chart tells a completely different story.

Bitcoin actually peaked relative to gold in December 2024, meaning we've been in a bear market for ~14 months already.

The pattern: Every prior bear market in BTC/Gold terms lasted exactly ~14 months: November 2013 to January 2015, December 2017 to February 2019, April 2021 to June 2022.

The weekly RSI (bottom panel) is now at its lowest level in history, matching the bottoms of each previous cycle.

The reframe: The October 2025 USD all-time-high may not have been genuine Bitcoin strength at all: it was likely just gold and silver ripping higher and dragging Bitcoin's dollar price up with them. In real terms (priced in gold), Bitcoin has been declining for over a year.

The conclusion: Rather than being early in a bear market, we could be in the final chapter of one. And every time BTC/Gold RSI hit these extreme lows, it was followed by years of uptrend.

Anyone betting on further downside from here is essentially betting that this historically extreme low keeps going lower.

Ultimately, history has proven that these moments in time are the best moments to be going all-in on #Bitcoin and should result into a great return.

This time won't be different.

[Rod F @RodfTutor]

I’m constantly astounded at how many ignorant, gullible, lazy people there are!

[BonkDaCarnivore @BonkDaCarnivore]

I know I made fun of this a couple of nights ago at a high level, but I want to come back to this and explain just HOW pants-on-head stupid what Elmo is saying here with a drill-down.

At a unit cost of 30k, that crosses over into what's referred to as "luxury durables". In the history of the world, there has never been a product that has eclipsed 10 million units/year. Yet Elmo is positing a theory he's going to 100x that in spite of him having no market edge and being years behind his competition and all of recorded human history working against him. There's not even a CAR out there that moves 100 million, let alone a billion. Matter of fact, the GLOBAL auto sales are 85 million - TOTAL.

Hell, it took almost a DECADE for $AAPL to sell its billionth iPhone, and that was a $500 product when it released in 2007, a far cry from 30 grand.

Also, if you're selling "a billion" robots per year, that's 1,903 PER MINUTE you would have to produce just to keep up with demand - and that's assuming a 0% failure rate of product. As electronics fail at about 5%, that is 2,003 per minute he's saying he'll magically come up with a way to create.

Sure, Elmo, Sure. Just more dumb fuck commentary from a guy who never does his own math, just sets arbitrary deadlines and blames others when it turns out they aren't real. Tell us some more lies about $TSLA robotaxis and features, they're more believable than this horseshit.

When I was running my VC, the WORST pitches I ever got (aside from the obvious grifter pitches) were the ones who played the "by X date Y industry will be Z dollars and if we can just capture N1% of that we'll be worth R1% dollars." They're awful, and there's not a VC, PE, or Angel group out there who goes for those. Yet here we have the richest guy since Mansa Musa desperately using it as he trips out on Special-K.

TL:DR: $TSLA is a $131 company and falling.

[Rod F @RodfTutor]

@RealDanODowd @elonmusk It was “supervised“ autonomous deliveries!

[Rod F @RodfTutor]

@FredLambert Well, they can hardly give away CT’s so I guess he got that one!? 😜😂

[Glenn Tunes @glenn_tunes]

YOU MUST BE SO PROUD AMERICA 😬🤡🤦🙄 WOW 🤦

[CommonSenseSkeptic @C_S_Skeptic]

We've been warning about this for years. A car company that refuses to admit they're a car company, releases bombs, and cancels their premium lines, in favour of pie-in-the-sky nonsense that EVEN IF SUCCESSFUL will be trailing the industry they claim they'll dominate is unsustainable and doomed to implode.

Add to that an insane company MC floated on the above-mentioned nonsense, and this is definitely a ticking time bomb - for the company and the market writ large.

The best these people can hope for now is to get clear of the blast radius.

https://t.co/ekdzDAYu1O

[Democratic Coalition @TheDemCoalition]

Just imagine being so fragile and pathetic.

#ResistTrump