Motorhead(@BradMunchen) 's Twitter Profileg
Motorhead

@BradMunchen

Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTU

ID:1038818233254461440

linkhttps://www.tesladeaths.com/ calendar_today09-09-2018 15:55:41

59,9K Tweets

19,7K Followers

2,4K Following

Motorhead(@BradMunchen) 's Twitter Profile Photo

Free cash flow is the 'do-or-die' metric for automakers.

$TSLA is the most expensive car stock in the world. We're in a bubble that I've never seen before.

Free cash flow is the 'do-or-die' metric for automakers. $TSLA is the most expensive car stock in the world. We're in a bubble that I've never seen before.
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Motorhead(@BradMunchen) 's Twitter Profile Photo

One proof that we're in the biggest bubbles in history is that $TSLA has a $570bn market cap while it's being destroyed by its CEO.

Toyota $TM only has a $343bn market cap but sold 6.2x $TSLA cars in 2023 & $TM has the highest pre-tax margins in the world.

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Henrietta Rearden 🤫(@align_and) 's Twitter Profile Photo

Motorhead $AMC $CVNA $DJT $GME $TSLA - MemeCos Don’t Trade on Fundamentals…

Just momentum, sentiment and the options shenanigans…

Stable disequilibriums…

But only one is the biggest publicly traded crime scene in 100 years?🤔👀🤦‍♂️

x.com/DeItaone/statu…

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Watuzzi(@scidood) 's Twitter Profile Photo

There is a very limited market for BEV pickups. This is the reason why Rivian is moving to other vehicle platforms.

Besides its other issues, this is also part of the reason why the auction prices of the just released Tesla Cybertruck are plummeting.

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Christopher David(@Tazerface16) 's Twitter Profile Photo

Ooof!

Brand new Cybertruck bid to $108k at Cars and Bids, and didn't sell because the reserve was not met.

Only 40 miles.

He definitely has more than $108k into the truck after his taxes and fees are included.

Looks like the end of flipping these things has arrived.

Ooof! Brand new Cybertruck bid to $108k at Cars and Bids, and didn't sell because the reserve was not met. Only 40 miles. He definitely has more than $108k into the truck after his taxes and fees are included. Looks like the end of flipping these things has arrived.
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Zero Sum Bond(@ZeroSumBond) 's Twitter Profile Photo

$TSLAQ $TSLA Seems like all is well in Tesla Berlin. Setting up for that next growth wave. From an anonymous employee on thelayoff.com

$TSLAQ $TSLA Seems like all is well in Tesla Berlin. Setting up for that next growth wave. From an anonymous employee on thelayoff.com
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Motorhead(@BradMunchen) 's Twitter Profile Photo

Anyone know why $TSLA was up by 3.2% today despite the bad news from China about the 20% cut in Model Y output?

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Henrietta Rearden 🤫(@align_and) 's Twitter Profile Photo

$TSLA / Enron Musk - A <$1 EPS House of Cards AND a Publicly Traded Crime Scene?

Elron is killing $TSLA auto🫣
Chasing Robo-Theranos🤦‍♂️
Pursuing a sham proxy 'vote'👀
+Embezzling?

Diogenes Montana Skeptic @[email protected] Motorhead
Lisa Monaco US Attorney SDNY U.S. Securities and Exchange Commission

reuters.com/business/autos…

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Motorhead(@BradMunchen) 's Twitter Profile Photo

🚨🚨 This is bad news from $TSLA.

China output made up >70% of 2023 global pre-tax profits at $TSLA mostly from the Model Y. This is at least a $300m hit to Q2 profits.

And it's why Musk rudely cut off a journalist's question yesterday about $TSLA's flagging sales.

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Kakashii(@kakashiii111) 's Twitter Profile Photo

But Nvidia said for the full year, gross margins are expected to be in the mid-70% range!

Luckily they have disclaimers on these statements so you can't blame them later on. so be cautious.

But Nvidia said for the full year, gross margins are expected to be in the mid-70% range! Luckily they have disclaimers on these statements so you can't blame them later on. so be cautious.
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coloradotravis(@coloradotravis) 's Twitter Profile Photo

“The search for cash and safety is as intense as the Great Depression.”

A guy tweeted a hand drawn meme of someone leaning forward in his chair and multiple tickers more than tripled in the span of a week.

Verily — the people hunger for safety.

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Bird Hustle(@birdhustle) 's Twitter Profile Photo

Lamar gets a new CyberTruck. End of Season 1. 🥳
Join us again for Season 2, when the new CyberTruck also breaks! 💥

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Henrietta Rearden 🤫(@align_and) 's Twitter Profile Photo

Diogenes $TSLA / Enron Musk - Wen Indictment? It's a RICO?

What if +$450bn of market cap turns out to be $4b to $40b of liabilities?

What 'unlawful' proxy?👀
Show me the incentive, I'll show you the outcome?🤔

Rob Schmied Montana Skeptic @[email protected] @[email protected] Motorhead

reuters.com/technology/tes…

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