Suspected Saboteur (@ShortingIsFun) header
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My Finance work experience was being a runner at the CBOT in HS...in other words: None. Entertainment only. Automotive focused. Short $TSLA.

No Assassination Coordinates
Joined February 2009
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Looks like I was right again. $TSLA has about 70K CyberTrucks sold. The incredibly ugly Pontaic Aztek was more of a sales success than the CT.
Prediction: $TSLA might end up selling fewer #CyberTrucks then Pontiac sold Azteks. Currently about 46K Cybertrucks have been sold since late 2023. Not looking good for them. Aztek sales per year:
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So it would be "an honor" to hire a guy who knowingly illegally routed chips to China? Fascinating.
Replying to @zerohedge
That would be an honor
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reminder that elon musk allegedly sexually assaulted a flight attendant employed by his company and keeps impregnating his subordinates
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ok what are vegas odds on a guy who has multiple affairs while running the most consequential company in the history of the world not committing any type of accounting fraud?
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Jensen an idiot he doesn't own enough shares to stay CEO and fuck everyone. Absolute clown. Forcing boards hand to do what's bad for shareholders.
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Two people you shouldn't sleep with: 1) Chinese Spy 2) Subordinate Employee
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If we are back to firing billionaire CEOs who engaged in sexual relationships with their subordinate, I think we need to revisit this one:
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Who the hell let Elon Musk work in defense? He's broadcasting defense documents worldwide right now.
Wait a minute. Besides the medical records, some of the data that @Grok lost to the world sounds very sensitive.
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Yup, this is from 2024. $TSLA & $SPCX are 900% overvalued and have the worst corporate governance in history. Any fiduciary who owns either of those stocks deserves to be sued into oblivion when they (inevitably) collapse.
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Bullish
JUST IN: Elon Musk says he doesn’t care that Anthropic is not extending their contract, despite it being over 1/3rd of $SPCX revenue.
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Are you a shitty trader? Become a senator or representative & enjoy gaining great wealth lightning fast via legal insider trading w/the world's most powerful analytics & intel ecosystem working hard for you around the clock free of charge. Run for all the wrong reasons today!
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Porsche CEO takes swipe at Tesla's flying car spectacle: 'Effects and shows' trib.al/q9SZWF3
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SpaceX sleeping on this? ”- The contract with SpaceX will not be extended beyond the middle of next year.”
Interesting remarks Anthropic made in a meeting with the sell side: - Anthropic has the stability and the better talent that open source lacks. - The AI market is winner take all. As long as we execute properly, we will take all of it. - The contract with SpaceX will not be extended beyond the middle of next year. - Developing Opus 5.5 cost more than $10 billion.
Readers added context they thought people might want to know
The remarks are unverified second-hand notes from a Barclays analyst call on Anthropic meetings, not official statements. Poster corrected $10B cost to full Claude 5.5 family; filings show SpaceX deals extend to 2029 but terminable after early 2027 on 90 days notice. x.com/jukan05/status… fourweekmba.com/ai-anthropics-… sec.gov/Archives/edgar…
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‼️BREAKING: Grok Build has left 35,000+ of its users' apps open to anyone, including apps from SpaceXSI. The open apps held 3,784 medical exams of workers and a Tesla technician scorecard, plus a Navy contractor's roster and SpaceXSI's own sales plans. The "secret" words in each app's link sit in its web address, which DNS logs record, security firm Claroc found. Cursor, which SpaceXSI bought, says apps are private by default. Claroc's tests show otherwise. SpaceXSI pulled its 24 apps after Ars asked. Most other data was still exposed when Ars published.
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The flying Roadster was just a more sophisticated version of the fake supercomputer case he was running back when he started Zip2 to make his first millions.
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Megaspeed's finances might be more interesting than Huang's affair.
From my friend Mr. X: As Anthropic apparently starts their road show, which I would call “We Work Part Deux.”  Remember, as I said before, We Work cut their valuation 3x, still couldn’t get it done, and then eventually ended up bankrupt.  And in my view, We Work and Adam Neumann had better governance and were a better deal, for a variety of reasons.  And that was before everything started coming undone and prior to policy heading in the wrong direction and prior to the head of the central bank of NVDA, who is also financing them, was caught canoodling with a Chinese spy.   This is why it does not work.  This is not .COM or railroads.  The $ are being spend on an incredibly dis-economic technology that will decay as opposed to sticking around.  This is rapidly depreciating immature broken software and compute that is the equivalent of UNIX, SPARC, and VAX or a Mainframe.    Then, the more they are spending, the less they are getting.  It is sort of like the impact of every incremental dollar of debt on GDP, very diminishing marginal returns.  There is no scaling.  If the underlying technology does the opposite of scaling, the business cannot scale.    Said simply, cost per unit is going way up (Anthropic’s S-1 tells you this too), revenue per unit is plummeting.  See this tweet and subtweet:  [x.com]   More on Jensen the China lobbyist:  garymarcus.substack.com/p/je… [garymarcus.substack.com]   ICYMI re my last:  culperresearch.com/wp-conten…   teapaw.org/ramez/status/211956869… $NVDA @JG_Nuke @DougKass @edzitron @MacrostrategyP @GaryMarcus
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LMFAO Elon RTing this after he already raked in tens of billions of dollars from various national and state govt programs across the globe to enrich himself. Several of those he purposefully gamed to transfer taxpayer dollars directly into his own pocket. Wake the fuck up, FFS.
JUST IN: Memphis Mayor reveals SpaceX data center taxes more than doubled to $54 million, after $25 million last year made it Shelby County’s second largest taxpayer Paul Young was asked about Elon Musk’s claim that data centers have Memphis booming: Q: “Recently, just speaking on the revenues the data centers are creating for Memphis. Elon Musk recently tweeted that Memphis is 'booming' because of the data centers. He said that hotels and restaurants are full and called, tax revenue in Memphis tremendous right now. Do you just have any thoughts on that?” YOUNG: “Well, we’ve talked a lot about the financial aspects of the project. I think that as we talk about data centers in our city, we want to talk about it in a balanced way. Of course there’s an economic side. We want to make sure that we are articulating what protections and guardrails we’re putting in place for the environmental sides that, people are concerned about, the quality of life, noise, traffic, all of those aspects." "But, there there is tax revenue. I think this year it was $54,000,000 in taxes that have been generated. And I know last year when they generated about $25,000,000 in tax revenue, it was the second largest tax paying property in Shelby County. I don’t know where $54,000,000 puts it, but it is significant taxes." "And so as we look at, the tax revenue, we also wanna look at how do we ensure that there are proper protections. That’s what this ninety day executive order has been about, and, it’s the conversation that we’ll continue to have with the community.”
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And in more good news for Tesla's journey away from being a car company....
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