Source for quote 👇 .

CC: @niedermeyer.online

$TSLA $TSLAQ

Source for quote: electrek.co/2025/10/15/t...

Oh, the irony:

“Tesla is finally running TV/streaming ads, but they are not to sell cars. They are to promote a vote for Tesla shareholders to approve Elon Musk’s next compensation package worth up to $1 trillion”

Tesla $TSLA investors are beyond gullible. The shares are the product, not the EVs.

You can buy a full EV with 4 (or even 5) seats at around $30k in 2026+, even in North America:

New $GM Bolt or Equinox, new Nissan Leaf etc.

Many additional EV options in Europe and Asia.

Nobody is waiting for a cramped 2-seater Tesla at $30k with a steering wheel.

We were actually getting somewhere, too. 😞

@sbmitche.bsky.social
www.library.hbs.edu/working-know...

Some Teslarians finally have an epiphany: Full autonomy (on vision-only FSD) might NOT be around the corner.

$TSLA $TSLAQ #timestamp

PS: I also pointed out to Farzad that most car buyers don’t want 2-seaters; not even at ~$30k (many new and better EV alternatives like the new Bolt, Leaf…).

The other side of the trade doesn’t want to remember.

Casually reminding new Teslarians that Tesla $TSLA $TSLAQ once announced 10+ new giant Gigafactories around the World until ~2030 to make up to 20 million EVs per year (!).

PS: Another one called me “moron” for simply pointing out this fact ;)

Life in the Tesla cult before the latest FSD robotaxi and Optimus vaporware pivots:

Believe in 10+ new Gigafactories and 20 million Tesla EVs per year by ~2030.

Many Tesla analysts on Wall St. fell for this BS.

Never forget. #timestamp

$TSLA $TSLAQ

insideevs.com/news/608880/...

PS: If FSD worked as advertised (full autonomy), Tesla would be responsible for paying all these tickets.

Tesla would also be liable for all accidents while the car runs in FSD mode.

The fanboys always forget to mention that simple fact.

$TSLA $TSLAQ

PS: If FSD worked as advertised (full autonomy), Tesla would be responsible for paying all these tickets.

Tesla would also be liable for all accidents while the car runs in FSD mode.

The fanboys always forget to mention that simple fact.

$TSLA $TSLAQ

“I hope v14 gets this straightened out”

These dipshits are so far deep in the whole they can’t even hear themselves

PS: “Both $TSLA and $CVNA stock imploding in 2026+.”

I’m the first to admit that I have been wrong on these two names so far, but I’m not changing my outlook.

Both companies face rapidly deteriorating fundamentals (especially margin and general competitive pressure) in 2026+.

Remember when Tesla $TSLA announced huge Gigfactories (for borh EVs and EV batteries) around the World every other month?

Talk is cheap. Not one was built.

Rival BYD is actually doing it:

“BYD mulls third (!) European car plant in Spain, report says“

cnevpost.com/2025/10/14/b...

Also true.

(Missing) Energy supply will soon be one of the biggest AI bottlenecks… not a lack of chips etc.

This is so true and funny.

We are in a huge AI circle jerk / #AIbubble

I’m old enough to remember when Elon Musk / SpaceX mocked $ASTS as a meme stock…well, it’s still here.

Starlink has formidable competition coming from that meme stock...

youtu.be/858khRrfH-Q?...

“Never bet against Elon”, the fanboys/Teslarians said.

So I did the opposite and bought direct competitors in the space sector, like $ASTS or $RKLB , when their stocks were trading in the low single digits.

What’s left in my thesis?

Both $TSLA and $CVNA stock imploding in 2026+.

🍿 $TSLAQ

One giant vaporware list.

“I know where Elon’s coke stash is, but I’m not allowed to tell you.”

Objective override denied.

Sony’s AIBO was indeed ahead of this two decades ago.

Optimus is so incredibly fast. I almost couldn’t follow the video. Will have to rewatch in slo-mo :) /s

Spoiler: Optimus finally arrived in the kitchen 3 weeks later. It forgot why it was going there in the first place. Then the battery died.

The End.

Optimus is so incredibly fast. I almost couldn’t follow the video. Will have to rewatch in slo-mo :) /s

Spoiler: Optimus finally arrived in the kitchen 3 weeks later. It forgot why it was going there in the first place. Then the battery died.

The End.

you can really tell that this thing is on the brink of becoming the most popular product in history, just like Elon says in every earnings call!

bsky.app/profile/good...

Elon Musk is a white nationalist. Anyone who needs more data points to reach this conclusion is beyond help or persuasion.

If you buy, rent, service, or supercharge a Tesla you are supporting the most powerful white nationalist on earth. Period.

Flashback (another broken Elon promise):

electrek.co/2018/07/13/e...