Near-Term Spin for $TSLA:
It's been a few very negative days, but it may be worth keeping in mind the following tailwinds that may help bouy the stonk narrative in Q2 ~ Q3:
- Expansion/addition to FIT EV credit
- Possible additional subsidies from Green New Deal
$TSLAQ 1/4
- Temporary pent-up demand for refreshed Model S/X (none made for >4 mos now)
- Beginning of fake "production" in Austin
- Additional pumps (fake FSD, 4860 "breakthroughs", additional product "hints/reveals" - e.g. "$25 K" model, more Semi orders, etc.)
2/4
Likely $TSLA headwinds include:
- China forces recall for brake failures/Autopilot, cuffs Grace Tao
- Musk bombs SNL appearance
- @NTSB prelim. TX crash report concludes #Autopilot involved, victims' families sue
- Additional regulatory scrutiny/regulation of Autopilot/FSD
3/4
- More Autopilot/FSD crashes
- Sales numbers stagnate as competitors eat away EV market share
- Musk sells more $BTC and books more income from crypto
- SEC/DOJ probes crypto pumping
- Overall media narrative shifts, Musk loses control of his image
Trade carefully. $TSLAQ 4/4

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More from @ClaireMusk

29 Apr
This is a poorly researched article from @WSJ, which fails to account for:
1/ BATTERY DISPOSAL. What are the costs of disposal, and the disposal's environmental impact at both the battery's & the vehicle's end of life? #Tesla $TSLA $TSLAQ
2/ EV BATTERIES DEGRADE. By 60k mi., a #Tesla's battery can lose 15% ~ 25% of its capacity. What's the environmental impact replacing the battery every 100k mi.? ICE vehicles don't lose range, and even a new engine is cheaper than replacing a battery. electrek.co/2020/06/06/tes…
3/ FAKE RANGE. Tesla has been proven by many different organizations to overestimate their range. What is the time value of needing to charge more often? Of being stranded on the side of the road because Tesla lied about the remaining range?
edmunds.com/car-news/testi…
Read 6 tweets
30 Mar
🚨 The Chinese Government is Furious With #Tesla: Thread

State-controlled media in China is abuzz with slamming Tesla's dangerous "Autopilot". Less than 2 months ago, Tesla was summoned by 5 regulators over quality problems. $TSLA $TSLAQ 1/9
asia.nikkei.com/Spotlight/Elec…
CCTV, China's premier state-owned national TV channel, opens with this headine on a Tesla blowing a red light and hitting motorcyclists on 3/23:

"Failed Autonomous Driving Autopilot accidents frequently occur, #Tesla faces official investigation"
2/9
tv.cctv.com/2021/03/29/VID…
QQ, the 3rd most popular website in China, had this to say on 3/29:

"Foreign Tesla owners are involved in more than $100,000 legal proceedings for Tesla's autonomous driving"
3/9
new.qq.com/omn/20210329/2…
Read 9 tweets
26 Mar
State of #Tesla's US Market Thread, H1 '21:
The @VW ID.3 & ID.4, @Ford Mustang Mach-E, and @Porsche Taycan represent existential threats to #Tesla. Many more imminent & credible threats loom: @BMW i4, @MercedesBenz EQ series, @Nissan Ariya, Porsche Macan EV...
$TSLA $TSLAQ 1/10
...@Cadillac Lyriq, @Hyundai Ioniq 5, @Audi Q4 e-tron, @Volvo XC40 EV, @LucidMotors Air, @MazdaUSA MX-30, & more all due in 2021-2022. They match or exceed everything that (acceleration, range) Tesla offers. 2/10
caranddriver.com/news/g29994375…
Demand for Tesla cars were driven by a combo of the uniqueness/image of EVs, Tesla building a good performance/range EV from the ground up that's not a compliance car, OTA updates, subsidies, fast charging, subsidies and Musk's image. Musk is fast destroying his image... 3/10
Read 10 tweets
24 Feb
Parker Petit's 1-Year Sentence as a Reflection of the Legal System (a thread)

Parker Petit's frauds/crimes harmed or destroyed many lives, were to the tune of millions, and caused $35 M in losses to $MDXG shareholders. But his sentence is only 1 year in jail and a $1 M fine. 1/6
If all goes well for Petit, he might even walk out of minimum security prison after only about 4 months (prisoners are typically eligible to apply for parole after serving 1/3 of sentence). He'll walk back to his life of a multi-millionaire. 2/6 ajc.com/ajcjobs/parker…
Now, here are some federal crimes that carry a mandatory minimum of at least 1 year imprisonment:
Forgery of notary seal
Bribery of meat inspectors
Falsely entering or destroying books or accounts of common carrier
Harboring illegal aliens for gain
3/6
Read 6 tweets

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