Investor and trader. Have owned many EVs. Focused on value both long/short. NEVER INVESTMENT ADVICE - ALWAYS OPINIONS 🇺🇸
Joined September 2019
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Just ordered a Starlink dish...the thing has to be mounted facing North, which means roof holes, is pretty large and is $130 a month...I will be returning it.
Makes zero sense in a market served by fiber or cable.
Why be concerned?
1. CapX is soaring
2. PE is 480x
3. October wholesale sls crashed in China
4. Robotaxi is still a science project
5. Waymo has slashed prices and is undercutting Uber
6. Chinese cars are coming to the US
7. Dems are about to control
8. Trump could easily turn on Musk post Midterms
$TSLA 12 Month PT $39
Breaking: Tesla China sales collapse with October wholesale sales the lowest since February. $TSLA
The cost of replacing $TSLA HW3 must be the same. Good thing he’s the smartest guy on the planet who did a basic cost vs value vs margin analysis before launching the BoT.
Took two Waymo’s yesterday in Denver to and from the game. Second one was in the rain. Drove quite well.
Most interestingly was that the fares were about 20% cheaper than Uber or Lyft. Which previously in other cities has not been the case.
The race to the bottom begins.
$TSLA
Look on the bright side. Even with today's $TSLA selloff, the stock still trades at 467:1 PE, so don't panic, only $350 more on the downside to even be close to fair value.
Even grok says Musk had no fucking idea what he’s talking about when he said 800 MHz will work perfectly fine from a Starlink satellite inside a building. Total bullshit.
Yes, the uplink (return path) from a standard phone inside a building remains challenging even at 800 MHz. Path loss from LEO is ~50 dB higher than a nearby tower; the frequency drop recovers only a few dB. Phone transmit power is limited, so wall attenuation often leaves insufficient margin for reliable satellite links. SpaceX acquired the band mainly for hybrid terrestrial coverage that penetrates indoors, while satellites handle outdoor/remote cases. Pure space-to-device indoors is still physics-limited.
Repeat after me:
PE 480:1
PE 480:1
PE 480:1
Now look in the mirror and as yourself why you would possibly think a company declining by almost every metric, earnings, revenue, cash flow, share, etc. is undervalued.
The only explanation could be you are a loser and live vicariously as an amoeba in Musk’s ass. $TSLA
I love it how $TSLA is down 10% this year, and the fanboys are talking about how the shorts are “about to get burned” with the stock trading at 490:1 PE 😝.
The only thing burning is their account this year and the Semi.
In the last 90 days $TSLA FSD has one fatality and a total of 15 crashes.
Safer than a human my ass.
I see the coming crash in $TSLA happening much sooner than I thought
Current PE 488:1 is about 20x overvalued at best.
This pretty much spells the end of the Semi Farce. Range sucks and too much energy in one vehicle for it to be safe.
Next up, the fatal Robotaxi crash which I hope to god doesn’t happen but I can’t see how it won’t.
$TSLA
Breaking: XPeng begins Robotaxi service testing in Guanzhou. $TSLA
cnevpost.com/2026/10/26/xpen…
Only a complete clown would say that a company whose PE is constantly rising now 450 to 1, earnings declining, sales declining, CAPX increasing, OPX increasing, and burning cash, is underpriced.
The only thing more idiotic than the comment, is the fact that another would actually believe them.
I’m revising my 12 month PT to $38.
$TSLA
Just remember, the PE is 450:1, with it's top model declining YoY in the US, and virtually no Robotaxis operating despite a claim of 1MM in 2020 and half the US by the end of 2025.
Yes, people really are this dumb...are you one of them?
$TSLA
So after tariff refunds, $TSLA Q3 earnings were a disaster @munster_gene
These are the kind of things you'd expect to see from an analyst as opposed to unsupported blind cheerleading.
At the Mag6 PE, $TSLA would be trading around $29.
Let that sink in.