Keubiko 🇨🇦🇺🇸🏳️🌈🏳️⚧️🇺🇦💪
@keubiko.bsky.social
NOT investment advice. Retweets/likes not endorsements. Entertainment and sass only. NOT to be taken seriously. Personal account.
Oh, and the stock is +130% higher now than it was at the start of this earnings estimate chart.
December 3, 2025 at 7:04 PM
Oh, and the stock is +130% higher now than it was at the start of this earnings estimate chart.
How Tesla's Q1 2026 EPS estimates have evolved over the past 3 years.
December 3, 2025 at 7:02 PM
How Tesla's Q1 2026 EPS estimates have evolved over the past 3 years.
Not that it matters, but Tesla's +9.9% YoY sales bump in China has been driven by:
1) China tax incentives cut in half on Jan 1, making a Model Y 10K to 15K RMB more expensive overnight. Pull-fwd.
2) 5-year 0% interest financing. I estimate this will cost Tesla about 21.5K RMB ($3K) per car.
1) China tax incentives cut in half on Jan 1, making a Model Y 10K to 15K RMB more expensive overnight. Pull-fwd.
2) 5-year 0% interest financing. I estimate this will cost Tesla about 21.5K RMB ($3K) per car.
December 3, 2025 at 6:54 PM
Not that it matters, but Tesla's +9.9% YoY sales bump in China has been driven by:
1) China tax incentives cut in half on Jan 1, making a Model Y 10K to 15K RMB more expensive overnight. Pull-fwd.
2) 5-year 0% interest financing. I estimate this will cost Tesla about 21.5K RMB ($3K) per car.
1) China tax incentives cut in half on Jan 1, making a Model Y 10K to 15K RMB more expensive overnight. Pull-fwd.
2) 5-year 0% interest financing. I estimate this will cost Tesla about 21.5K RMB ($3K) per car.
Periodic reminder Tesla adds interest expense back into EBITDA, but doesn't deduct interest income. Nobody gives a flying fuck.
Now do PE based on forward earnings. Don’t forget to reduce interest income once Tesla sends half its cash to xAI late this quarter.
December 3, 2025 at 5:52 PM
Periodic reminder Tesla adds interest expense back into EBITDA, but doesn't deduct interest income. Nobody gives a flying fuck.
How do you do, fellow kids?
December 3, 2025 at 5:26 PM
How do you do, fellow kids?
Use Gemini for coding, search, research, images, videos, presentations, and documents. Use Grok for real-time updates from the ░M░Y░P░ U░S░S░ Y░I░ N░B░I░O ░ and crypto trading bots.
December 3, 2025 at 4:53 PM
Use Gemini for coding, search, research, images, videos, presentations, and documents. Use Grok for real-time updates from the ░M░Y░P░ U░S░S░ Y░I░ N░B░I░O ░ and crypto trading bots.
Haha Elon trying to draft behind Google now.
December 3, 2025 at 4:23 PM
Haha Elon trying to draft behind Google now.
Obergruppenführer Leavitt on the free speech patrol.
December 3, 2025 at 3:54 PM
Obergruppenführer Leavitt on the free speech patrol.
We're all trying to find the guy who did this!
December 3, 2025 at 3:52 PM
We're all trying to find the guy who did this!
$MSFT headlines, IMO, are kinda true but overstating the issue. It's specific to their Copilot "agents". I've used them and they are wonky and kludgy. They have an "agent creation" tool with weird tiers, and also put it (kinda) in products. Needed Gemini 3 to help me use them lol. Confusing.
December 3, 2025 at 3:34 PM
$MSFT headlines, IMO, are kinda true but overstating the issue. It's specific to their Copilot "agents". I've used them and they are wonky and kludgy. They have an "agent creation" tool with weird tiers, and also put it (kinda) in products. Needed Gemini 3 to help me use them lol. Confusing.
Blessed day on Xitter
December 3, 2025 at 3:06 PM
Blessed day on Xitter
Altman really does think he’s Elon. Focus on your business fucko.
December 3, 2025 at 2:02 PM
Altman really does think he’s Elon. Focus on your business fucko.
At first I was like: But then I was like:
December 3, 2025 at 1:41 PM
At first I was like: But then I was like:
The former CEO is on tape basically saying $MMTLP could be sold for $3B+ and that the company was talking to all the majors. Now charged with fraud by SEC but still on Twitter moaning about how he’s the victim lol.
December 3, 2025 at 1:36 PM
The former CEO is on tape basically saying $MMTLP could be sold for $3B+ and that the company was talking to all the majors. Now charged with fraud by SEC but still on Twitter moaning about how he’s the victim lol.
Having you balls gargled on live TV by Coward Nutlick is the sweetest lullaby.
December 3, 2025 at 12:58 PM
Having you balls gargled on live TV by Coward Nutlick is the sweetest lullaby.
BUY STOCKS
December 3, 2025 at 12:53 PM
BUY STOCKS
Reposted by Keubiko 🇨🇦🇺🇸🏳️🌈🏳️⚧️🇺🇦💪
Again, I cannot overstate how bizarre it is for a CEO (and the richest man in the world) to be posting literal nazi blood and soil talking points and none of the legacy media even bats an eye.
This is extremely dangerous stuff and not enough alarms are ringing.
This is extremely dangerous stuff and not enough alarms are ringing.
December 3, 2025 at 4:28 AM
Again, I cannot overstate how bizarre it is for a CEO (and the richest man in the world) to be posting literal nazi blood and soil talking points and none of the legacy media even bats an eye.
This is extremely dangerous stuff and not enough alarms are ringing.
This is extremely dangerous stuff and not enough alarms are ringing.
Reichsmarschall Hegseth left the room just in time!
Q: So you didn't see any survivors after that first strike?
HEGSETH: I did not personally see survivors. The thing was on fire. This is called the fog of war. This is what you in the press don't understand. You sit in your air conditioned offices and plant fake stories in the Washington Post
HEGSETH: I did not personally see survivors. The thing was on fire. This is called the fog of war. This is what you in the press don't understand. You sit in your air conditioned offices and plant fake stories in the Washington Post
December 2, 2025 at 11:27 PM
Reichsmarschall Hegseth left the room just in time!
AI is a productivity bonanza.
December 2, 2025 at 8:27 PM
AI is a productivity bonanza.
The White House is a fucking crime scene lol
December 2, 2025 at 8:00 PM
The White House is a fucking crime scene lol
Apparently hiring convicted criminals leads to bad things. Opinions vary though.
December 2, 2025 at 7:57 PM
Apparently hiring convicted criminals leads to bad things. Opinions vary though.
Here is a peer-reviewed research paper from Swiss Re that uses insurance claims data that backs up Waymo's numbers www.cell.com/action/showP.... You can't fake insurance claims.
December 2, 2025 at 7:52 PM
Here is a peer-reviewed research paper from Swiss Re that uses insurance claims data that backs up Waymo's numbers www.cell.com/action/showP.... You can't fake insurance claims.