@ValueAnalyst1
Joined May 2016
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  • Followers39.8K
18.5KMedia
BEWARE $SPCX $TSLA investors, suppliers, customers, employees: Elon Musk lies. He does NOT care about you or the environment or humanity. He only and only cares about making more MONEY, and he's willing to say and do ANYTHING for it, as UNETHICAL as it may be. Protect yourselves!
ValueAnalyst@ValueAnalyst11 Oct 2025
Voting for Elon Musk is a tacit admission that we cannot achieve our goals without lying, cheating, and stealing.
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Electrek.co
@ElectrekCo5h
Tesla pushes Optimus deliveries to late 2027, says hands still a problem electrek.co/2026/10/22/tesla… by @fredlambert

Tesla pushes Optimus deliveries to late 2027, says hands still a problem

Musk now targets Optimus customer deliveries for late 2027, citing hands, durability and AI. XPeng and Boston Dynamics face the same hurdles.

electrek.co
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Electrek.co
@ElectrekCo1h
Tesla now says it needs its own maps for FSD after years of dismissing maps electrek.co/2026/10/22/tesla… by @fredlambert

Tesla now says it needs its own maps for FSD after years of dismissing maps

Tesla says it’s building its own AI maps to fix FSD issues like speed limits and parking, years after Musk called map-dependent self-driving brittle.

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Gordon Johnson
@GordonJohnson195h
4/5 Strip it out of 3Q26A results, and you get: Gross margin: 19.6% → 17.8% (in line, not a beat) Op margin: 2.6% → 1.0% (below Q2’s 1.4%) GAAP EPS: $0.22 → $0.12 vs $0.20 est. Non-GAAP EPS: $0.48 → $0.38 vs $0.44 est. On EPS and op margin, a miss.
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Electrek.co
@ElectrekCo23h
Tesla energy revenue drops 16% as it refunds customers over tariffs electrek.co/2026/10/21/tesla… by @fredlambert

Tesla energy revenue drops 16% as it refunds customers over tariffs

Tesla’s energy storage revenue fell 16% to $2.88B in Q3 2026 despite 10% higher deployments, partly due to tariff-related customer refunds.

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Sasha Yanshin
@sashayanshin3h
Maybe promising $1 Trillion revenue next year set off the Bullshit-o-meter.
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*Walter Bloomberg
@DeItaone3h
TRUMP CALLED MUSK AND ASKED HIM TO LIFT UKRAINE STARLINK RESTRICTIONS -- WSJ
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funwithnumberz@funwithnumberz3h
Okay, someone at $TSLA needs to explain this 10-Q nugget: "During the three and nine months ended September 30, 2026, we reversed $475 million of automotive regulatory credits revenue for contractual return of previously delivered credits." @GordonJohnson19
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Electrek.co
@ElectrekCo22h
Tesla pushes unsupervised FSD to Q2 2027, and only inside Robotaxi zones electrek.co/2026/10/21/tesla… by @fredlambert

Tesla pushes unsupervised FSD to Q2 2027, and only inside Robotaxi zones

Tesla now targets Q2 2027 for unsupervised FSD in customer cars, but only by adding owners' vehicles to its tiny geofenced Robotaxi fleet.

electrek.co
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jbulltard
@jbulltard13h
Wild how $spcx is so dead when the most honest leader in modern history said they’re going to 20x revenue in 12 months
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Gordon Johnson
@GordonJohnson195h
1/5 Did $TSLA's Q3 earnings beat come from a court ruling, meaning its actual business operations missed Consensus? A 🧵.
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Gordon Johnson
@GordonJohnson199h
At the beginning of 2025, @elonmusk guided to 50K-100K Optimus robots in 2026. It looks like he’ll miss that target by >98%. But sure… keep quoting his guidance without any mention of past claims. Hey @grok, can you fact check this?
First Squawk
@FirstSquawk20h
Tesla Eyes Humanoid Robot Sales Next Year as Musk Outlines Plans - WSJ
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Motorhead@BradMunchen13h
Ah, it seems like yesterday. Wonder if we're headed back after November 3rd. $TSLA $SPCX
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Financelot
@FinanceLancelotOct 15
Yup, it's the top! Brad Gerstner was on CNBC an hour ago shilling AI, when an unexpected question came up. "I did... uh... uh... uh... a presentation about a month ago... our exposures are the lowest they've been in 3 years" Meanwhile, he just sold most of his AI investments 🤥
Financelot
@FinanceLancelotJul 10
Replying to @FinanceLancelot
Recognize the guy in the first video? That's Brad Gerstner, creator of "Trump Accounts" that's encouraging parents to put their life savings into the stock market right now "for their children's future" 😉
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“He stopped half a dozen investigations.”
ALX (x/acc) 🎃🇺🇸
@alxOct 21
Kara Swisher says Elon Musk might be in jail right now if Kamala Harris was in office and “he knows what’s coming” if Democrats take back power.
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ALX (x/acc) 🎃🇺🇸
@alxOct 21
Kara Swisher says Elon Musk might be in jail right now if Kamala Harris was in office and “he knows what’s coming” if Democrats take back power.
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Matt Binder
@MattBinderOct 21
There is something deeply wrong with Elon Musk
Elon Musk
@elonmuskOct 21
There is something deeply wrong with Talarico
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Sam @princesleeper23h
You're going to prison buddy
Forbes
@ForbesOct 21
Musk Threatens Retribution If Dems Investigate Him After Midterms: 'Live By The Sword, Die By The Sword' go.forbes.com/Q6FvFz
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Reasonus4
@reasonus423h
Musk became a trillionaire for no damn reason. $17.8 Bln EBITDA (bs) earnings btw $SPCX & $TSLA ? No margins, no real rev growth? 🫡 Godspeed Get the Retail Brethren out of the weirdest, most unhinged, counter-factual mecap bubble of ALL time $SPY $QQQ
James Chanos
@RealJimChanosOct 21
$SPCX Shareholders, you sure you want to buy this 5% ROIC business for $1.5T…?!
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Motorhead@BradMunchenOct 21
A *Republican* House member says Musk needs to be put under oath and investigated about the Starlink Ukraine scandal, as it's "likely a violation of the law". This is blowing up real good. 🍿🍿🍿 $SPCX $TSLA
Kaitlan Collins
@kaitlancollinsOct 21
GOP Rep. Brian Fitzpatrick says if Elon Musk ordered the slowdown of Starlink in Ukraine, "that is likely a violation of the law." "We've gotta investigate...We've got to call the witnesses, got to bring them in, put them under oath, and get to the bottom of it. Because this is this is a very, very serious matter. It cannot be glossed over."
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Stefan Waldhauser
@stwboerseOct 21
It’s fascinating how the media and investors are buying into SpaceX’s presentation of its Q3 results and Elon’s revenue visions. Doesn’t anyone calculate the missing free cash flow number? It wasn’t disclosed for good reason: Q3 cash burn has more than tripled compared to the previous year, reaching –10 billion USD! In other words, the FCF margin has deteriorated from –56% to –68%. This means that, relative to revenue, SpaceX now needs even more external capital than it did a year ago. The cause, of course, lies in the massive expansion of its AI infrastructure. SpaceX is now a highly leveraged bet on the AI trade.
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