Jim Chanos

Says it all…

Musk is seriously claiming that the National Park Service spent 20-25% of their budget on a consumer survey…?! I call bulls*^t, so let’s see the receipts. (Source: Dept. of Interior website) https://t.co/jjFQWvA2Xx

Good point

#GoldenAgeOfFraud (2) As a reminder (from the DOJ press release upon his conviction), it wasn’t just about the truck rolling downhill. $NKLA https://t.co/AF3fFOPFFC

Founder of Nikola Motor Company, Trevor Milton, Pardoned by President Trump | Please tell me this is a hoax… https://t.co/5yE6j0MmDi

#FundingSecured

So 10x Global GDP(over $1Q)…?! Lol, ok. $MSTR #Bitcoin

According to @NHTSAgov, about 70% of $TSLA’s auto product line is domestically produced(5th column from the left). 30% possibly subject to the tariffs is still material. https://t.co/q9kgjsO8rO

@TidefallCapital Overstated as well, but not nearly as bad as $CRWV.

Hidden Chinese ownership of @SpaceX shouldn’t be a problem for anyone, right?

(2) Just to be clear, these kinds of deals w/customers and distributors do not necessarily have to be material in size to be material in impact, since near the end-of-cycles managements know that missing guidance by even a few pennies can be disastrous. So the get more creative. (3) And of course “investing” hundreds of millions of dollars in one of your customers, so that company can turn around and buy your chips is right out of the 1999-2000 Lucent Ventures playbook. $NVDA $CRWV

Hegseth, Waltz, Gabbard: Private Data and Passwords of Senior U.S. Security Officials Found Online - DER SPIEGEL | I was reliably informed that the Trump Administration was getting expert technology advice. https://t.co/BgJDhRnboN

They couldn’t figure out how email inboxes work, but ok.

@mmspi1 @TBPInvictus @elonmusk If he was a US taxpayer, he put a fair number of “dimes” in upfront.

Ah, got it. They were “Attack Plans”, not “War Plans”. Lol, ok. https://t.co/PG3lGja343

As @RandolphDuke7 can attest, bad things happen to the $TSLA P&L at only 350,000 1Q deliveries. https://t.co/9t1c4KDPq6

Why should anyone worry about DOGE having access to everyone’s personal data? https://t.co/ocC3V9dvlm

[Narrator: The astronauts returned in a space capsule that was docked at the Space Station since last September. They were not “stranded”.]

Wow, this week’s episode just went in a whole new direction…

Any word from Ft. Knox…?

$IBM

“As your attorney, I would advise you to stop speaking immediately.” $KBH

This is the President’s Faith Advisor, not a character from “The Righteous Gemstones”. #GoldenAge

Down 35% YTD in a conservative county in CA, is material. $TSLA

Which makes including such a “deceitful and highly discredited so-called journalist” in the discussion of military plans even worse! Does he not get that?

For those of you who think “politics” is harming the $TSLA brand, keep in mind that estimates for Tesla global deliveries peaked in mid-2022, when Musk was still a Democrat (and before he bought X). With the largest decline occurring in the twelve months BEFORE the 2024 Election. https://t.co/7t3PmRxtuk

What are we doing here…?! Are we just unilaterally going to seize territory from an ally? The upside of that policy is what, exactly?

Do the Tesla Faithful (who also claim “It’s not a car company!”) really believe that the Company’s auto sales are improving…?! $TSLA

This. Real judicial reform could be kick-started with a reasonable “loser pays” structure for frivolous civil suits.

“Pump it, Howard.”