@antoinewalkercap.bsky.social
Long for the FinTwit of old. Used to run the FinTwit Player Hater of the Year Award.
Tesla might end up as the most prolonged refutation of the EMH.
08.08.2025 16:45 — 👍 5 🔁 0 💬 0 📌 0Just from meaningfully lowering your appetite?
07.08.2025 18:03 — 👍 1 🔁 0 💬 1 📌 0“Elon Musk, founder and CEO of Tesla, is known to work 120 hour workweeks.”
🤣
Don’t be so racist
#inspiring
Those pesky investment bankers
04.08.2025 19:15 — 👍 1 🔁 0 💬 0 📌 0None of this matters until the Democrats craft a narrative that resonates with the electorate.
04.08.2025 16:36 — 👍 0 🔁 0 💬 0 📌 0But he’s had 15 kids
04.08.2025 16:33 — 👍 0 🔁 0 💬 0 📌 0Fred has gone from complete sycophant to complete skeptic. It’s the arc they all go through. He has run out of rabbits to pull out of the hat. It’s the most obvious short at this point. Reasonable value is $50 bn or so, just a minor 90% decline.
04.08.2025 16:28 — 👍 1 🔁 0 💬 1 📌 0Awful takes by the purported social media intelligentsia.
04.08.2025 14:56 — 👍 0 🔁 0 💬 0 📌 0Today I learned Gout Gout is an Australian track star. Really beating the odds.
03.08.2025 22:52 — 👍 1 🔁 0 💬 0 📌 0Signal v noise? I’m not implying either, just asking.
02.08.2025 12:36 — 👍 1 🔁 0 💬 0 📌 0Now that they’re shooting Blackstoners the regulations will quickly follow!
29.07.2025 16:45 — 👍 1 🔁 0 💬 0 📌 0And yet we’re at ATH with crypto scams and meme stocks leading the way.
27.07.2025 01:11 — 👍 1 🔁 0 💬 0 📌 0I’m most sad that Munger didn’t get to see his rat poison thesis play out
24.07.2025 18:29 — 👍 2 🔁 0 💬 0 📌 0@robbieorvis.bsky.social has done quite a bit of work on the impact of changes in the subsidy / incentive landscape
24.07.2025 14:20 — 👍 0 🔁 0 💬 0 📌 0Also love to know the details in their other income that helped boost net income. Contrast that with the drop in free cash flow.
24.07.2025 00:04 — 👍 2 🔁 0 💬 0 📌 0Data centers don’t need elevators
23.07.2025 18:19 — 👍 0 🔁 0 💬 0 📌 0the King Of Being Full Of Shit thinks this guy is the King Of Being Full Of Shit
23.07.2025 15:52 — 👍 1 🔁 0 💬 0 📌 0It’s a brave new world.
22.07.2025 14:03 — 👍 1 🔁 0 💬 0 📌 0We’re all screaming into the well
It doesn’t matter until it does
Isn’t firing Powell a near-term bullish move? Install a puppet who cuts rates that while a questionable move in the grand scheme of things, is catnip for the momentum folks?
16.07.2025 15:50 — 👍 0 🔁 0 💬 0 📌 0You should use every dollar you have to short Tesla.
Not investment advice.
She’s a pedo.
Everyone is a pedo.
He was a pedo
09.07.2025 14:38 — 👍 2 🔁 0 💬 0 📌 0
Black Bush and Trump have lots in common
www.facebook.com/ComedyCentra...
Sorry, they’re not an automaker, they’re a robotics and tech company.
07.07.2025 19:46 — 👍 0 🔁 0 💬 0 📌 0If someone named Robbie had the time and inclination to run this to ground they could make a lot of money shorting a particular automaker.
07.07.2025 19:45 — 👍 1 🔁 0 💬 4 📌 0Thanks. It’s been a while since I’ve dug into their Qs and Ks, but I thought ZEV was the primary source of their free money. I’ll go back and look to see to what extent they break out CAFE vs ZEV.
07.07.2025 19:38 — 👍 0 🔁 0 💬 0 📌 0More context
bsky.app/profile/anto...
I’d love for you to be correct, because ZEV credits are a massive, unsustainable source of their cash flow.
I thought what you did as well, but the article you cited doesn’t reference those credits.
I copied @robbieorvis.bsky.social on my last reply because he seemed more aware of the nuances.
