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Feb 27, 2019 • 9 tweets • 4 min read

@NTSB

1/ Since neither the @NTSB nor @NHTSA are going to do anything about the Davie tragedy, here is one effort to understand what happened, with limited commentary. $TSLA $TSLAQ

2/ Information was sourced by reviewing many of the available news reports and most importantly this critical video posted to YouTube shortly after the accident. Watch the video yourself, before the powers that be have it removed. $TSLA $TSLAQ

3/ Overview of what likely transpired in this incident - photo evidence to follow. $TSLA $TSLAQ

4/ Screenshot from the YouTube video from vantage point A as marked. Driver's side front wheel visible on right. Car facing south, despite having been driving north just before the accident. The road markings are key. $TSLA $TSLAQ

5/ Screenshot from the YouTube video from vantage point B as marked. The person taking this video has walked past the wheel and is looking back at it. $TSLA $TSLAQ

6/ Photograph of firefighters rushing to the car from vantage point C as marked. $TSLA $TSLAQ

7/ Screenshot from a NBC 6 news video from vantage point D as marked, showing skid marks. $TSLA $TSLAQ

8/ Close up shots of the wheel itself. It is the front driver's side wheel and from the car itself. $TSLA $TSLAQ

@NTSB

9/ I have very strong feelings about what happened in this incident. How @NTSB and @NHTSA think there is nothing to investigate is beyond me. Shameful. $TSLA $TSLAQ <end of thread>

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@TESLAcharts

Aug 16, 2021

1/ I certainly hope the NHTSA's new investigation is a turning point, my skepticism comes from a long history.

Consider: Joshua Brown was decapitated while using Autopilot in early May of 2016. Tesla raised equity a few weeks later without disclosing this fact. $TSLAQ

2/ Goldman Sachs led that raise - having magically upgraded Tesla that very morning. The SEC opened an investigation into both Tesla and Goldman on the entire affair. The NHTSA dutifully opened an investigation into the Brown crash.

3/ The SEC quietly issued a no-action letter long after the controversy settled down. The NHTSA did one better: they effectively exonerated Tesla and claimed data showed Autopilot was 40% safer than a human driver.

Read 9 tweets

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@TESLAcharts

Aug 10, 2021

@PlainSite

1/ A thread on the SolarCity trial transcripts. Due to the tireless work of @PlainSite, ten volumes worth of testimony are freely available to the public on his website. Having read them, I can confirm the outstanding in-person reporting of @Teslaq_snark. $TSLAQ

https://twitter.com/TESLAcharts/status/1420392505846243330?s=20

2/ I wrote a thread two weeks ago with some preliminary thoughts. Take a few minutes to read it if you missed it. At its core, SolarCity was a financing company wrapped in a stock promotion scheme. I won’t repeat the key aspects of that thread here.

https://twitter.com/TESLAcharts/status/1420392505846243330?s=20

3/ After reading the entire case, I have little doubt SolarCity would have filed for bankruptcy absent the bailout orchestrated by Elon using Tesla’s equity as currency. SolarCity’s bankruptcy would have been the end of Elon’s empire. When cornered, he cheated, and it worked.

Read 29 tweets

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@TESLAcharts

Aug 8, 2021

1/ Some thoughts on the cost of labor, vaccine status, etc. But before I do, this isn’t a thread about vaccines pro or con, whether people should get them, or whether the government has the power to force it, etc. I and my entire family chose to be fully vaccinated. You do you.

2/ There’s a shortage of labor in the country. There’s pressure on wages. There’s also a large number of adults who won’t ever get a vaccine, for whatever reason. Doesn’t really matter. It’s undeniable that they exist and it’s a sizable number.

3/ There’s also a proportion of the population who don’t yet have access to a vaccine, although one would presume the subset of people who actually want a vaccine and haven’t yet received their jabs shrinks with each passing day.

Read 7 tweets

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@TESLAcharts

Jul 28, 2021

1/ As I work my way through the SolarCity transcripts, I think it is pretty clear what happened here and why. Some thoughts. $TSLAQ

2/ At its core, SolarCity wasn't really a solar company. It was a financing company wrapped in an aggressive stock promote. The heart of the business was sourcing and installing solar in exchange for power purchase agreements (PPAs) and tax credits which could be securitized.

3/ When I say SolarCity wasn't really a solar company, what I mean is they didn't make solar panels or solar inverters. They sourced these things from the market and acted as a financing intermediary with and installer for (mostly) residential customers.

Read 18 tweets

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@TESLAcharts

Jul 27, 2021

1/ Please read these four pages of testimony from Kimbal Musk, which I will post in order.

$TSLAQ

Read 4 tweets

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@TESLAcharts

May 19, 2021

🚨🚨🚽

1/ Project Drano™️ Update

Minimal inflows despite huge up day, weaker funds seeing nonstop outflows

$ARKK $ARKG $ARKK $ARKQ $ARKW

2/ Overnight numbers

3/ It has been more than a month since $ARKF saw any inflows

Read 5 tweets

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