Motorhead

This is Beau. He is a textbook example of a golden retriever. They really will try to be friends with anyone. 13/10 for both (IG: beaugoesoutside)

Yes, I think they've maxed out their lease exposure, and they're also starting to cut prices again. One of the two has to stop.

utterly shocking that repubs (bunch of unserious dinguses) who are protecting sex pests (Space Karen, Donny, his entire cabinet) would call the wrong witnesses and STILL GET DRAGGED FOR FILTH 😂

that's a journey they deserve #ExplodingCigar

🤣🤣🤣

The Dems already have their meat cleavers out for Musk. 🤣 I can't wait till 2027.

$TSLA

Tesla's used-car prices have been falling since July 2022 and are simply rebounding right now.

That being said, used prices for Ford's Mach E, Hyundai's Ioniq, etc., are all seeing their prices settle at around $30K.

Tesla got there a long time ago, and the others are simply catching up.

This has been vigorously enforced in Canada ever since Trump called Trudeau the Governor of the 51st state.

Kentucky is screaming "bloody murder" right now because of their revenues halving, which is hilarious, as nearly 100% of them likely voted for Trump.

Frankly I have a net deficit of fucks to give at this point.

Enjoy your weekends.

Sorry, I stopped after I saw you write that Tesla had "IP to China". Tesla has no IP.

Tesla's China Operations Are Getting Crushed While exports were up by 113% YoY, domestic sales in China were down by 45% YoY, which is bad, given that 75% of Tesla's China output is for the domestic market, where rivals are crushing Tesla.

$TSLA is getting cooked by Chinese rivals all over the world, except for the US.

But, here's what's hilarious: Musk paid $300M to elect Trump, who yesterday canceled GHG credit sales, which creates a $1.6BN headwind for Tesla's 2026 profits. 😂

bradmunchen.substack.com/p/teslas-chi...

This is a very interesting thread!

$TSLA

Someday it will all come crashing down around us. And the USA, already fucked, will be mortally wounded. Please prepare the children to adapt. 😔

2025 rankings.

I value the car biz at $14/share or 0.53x EV/sales, which is the 2026 average for the top 25 carmakers by volume. Energy is also $14/share based on Sungrow's 2026 PER of 17x.

Figure AI has a $39BN valuation ($11/Tesla share) & Waymo recently was valued at $126BN ($36/share). So, $75 at best.

Testing this out…

PSA:

The Tesla customer & investor list is probably the only thing left worth anything after $TSLAQ

A list of the world’s most gullible, dewy-eyed, dim-witted, easily exploitable, naïve, susceptible & deceivable targets would be a gold mine for future scammers…

$TSLA PT $0

The auto biz is around $14/share (EV/Sales ratio of 0.53x, which is the average for the top 25 carmakers), and its Energy biz is worth $14/share (PER of 17x, like Sungrow). $28/share = $98,784 million of market cap.

"ICE is a legitimate federal law enforcement agency" is not the type of thing you say if you're winning the argument

Without xAI, Tesla is nothing more than the 19th largest carmaker in the world by sales volume, worth less than $100 billion.

The "AI" premium in Tesla was $400/share ($1.4TR). With xAI in shambles (no talented engineer in his right mind would work there), $TSLA is worth $28.

Maye Musk is still shilling her book #AWomanMakesAPlan about what a great parent she was, while her adult children are in the Epstein Files.

Kimbal Musk is as clever as his brother Elon, I see. Maye Musk is still shilling her book #AWomanMakesAPlan about what a great parent she was, while her adult children are in the Epstein Files.

Holy shit!

Elon Musk is first on the list, followed by his brother, mother, and father, who had 2 children with his stepdaughter.

Elon buys elections and immigrated to the US illegally with his pedo brother. Congress should start looking into denaturalization.

$TSLA

Musk is the embodiment of fraud, and any institutions that have a list of "sin stocks" that they can't invest in should have every Musk business on that list.

SpaceX is his last grift. And it'll be hilarious if the demand were so low that its IPO price got marked down.

Because he was on drugs (both back in the Epstein party days and now), and also because he's a full-blown moron, despite greater morons still referring to him as a "genius".

Musk tried to downplay his 1,700+ emails in the Epstein files by gaslighting emails from the founders of Netflix and Microsoft.

Jmail did a great job of curating the most likely smoking gun of Musk having partaken in Epstein's "underage debauchery".

H/T: (@) nurunnisaRa on Twitter.

Exclusive | Elon Musk’s Boundary-Blurring Relationships With Women at SpaceX The billionaire founder had sex with an employee and a former intern, and asked a woman at his company to have his babies

He's aiming for a $1.5 trillion valuation in SpaceX's IPO, or 11x guided revenues of $137BN in 2030, or 621% growth over 2025's $19BN.

He's on his last grift.

This Jun-24 WSJ scoop is even more pertinent now, after the emails with Musk in the Epstein files came out.

www.wsj.com/business/elo...

I always knew there was no way Musk would make it in DC politics.

This is Musk at the March 2025 State of the Union. Richest man in the world, and no one wants to talk to him.

12 weeks later, he was unceremoniously shown the door at the White House.

$TSLA

Impressive gymnastics from Canaccord on MSTR. A double pivot and finish still facing the same direction.

Elon Musk: When in Doubt, Lie and Merge Why is there talk of a Tesla + SpaceX + xAI 3-way merger now? Because Musk knows that Tesla & xAI are looking into the abyss.

Why I'm shorting any mention of "SpaceX" or "xAI" in the same sentence as $TSLA from here on.

We've seen this movie before, and it didn't end well.

He's also fatter now.

$TSLA

Link: bradmunchen.substack.com/p/elon-musk-...

On paper, his Tesla stake is $230BN, SpaceX is $420BN, and xAI Holdings Corp. is $148BN, for a total of $797BN, so he's getting closer.

But keep in mind that the valuations of SpaceX and xAI Holdings is "puffery", and likely worth 1/3, at best. Tesla is worth

On the lofty estimates floating around for SpaceX and X.AI Holding Corp., the combined entity is valued at $1.25 trillion, which is 11.6x their combined $103 billion in estimated 2030 revenues, and a 21x EV/EBTIDA multiple.

These are the earnings numbers being pushed by SpaceX's CFO, I'm guessing.