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JC Oviedo Profile picture
JC Oviedo
@JCOviedo6
Locked in my parents' basement working to expose the biggest frauds since Enron
Dec 30, 2022 • 13 tweets • 3 min read
It's that time of year. The following are my 10 predictions for 2023. These are all educated guesses on my part and realistically only a couple will likely end up playing out as predicted. I'm interested in any pushback anyone has on any of these. As a lookback, here are my predictions for 2022. Over half of these came true. Now on to 2023…

Dec 13, 2022 • 9 tweets • 3 min read
Wires to/from FTX were sometimes sent to/received from a company called North Dimension Inc. Image North Dimension's current website claims it is some sort of Financial Services company but there are no links to any "services" the company provides and no information about its principals, employees, et cetera.

North Dimension is a front with no actual operations. Image
Aug 17, 2022 • 12 tweets • 6 min read
A Timeline on 20 year old USC student Jake Freeman's investment in $BBBY 5/20 "FREEMAN CAPITAL MANAGEMENT LLC" is registered in Wyoming by Jake Spencer Freeman. Mr. Freeman lists an address in Summit, NJ and a 973 area code phone number. [I have redacted his email address, address and phone number.] ImageImage
Dec 28, 2021 • 12 tweets • 2 min read
It's that time of year. The following are my 10 predictions for 2022. These are all educated guesses on my part and realistically only a couple will likely end up playing out as predicted. I'm interested in any pushback anyone has on any of these. With that said, here we go... 1. Rough year in financial markets. The S&P 500 and NASDAQ Composite Index end the year down. High tech companies are particular losers with Tesla falling 30%+. The "meme stocks" get crushed with AMC ending the year below $10/share....
Sep 13, 2021 • 12 tweets • 3 min read
Apr 6, 2021 • 7 tweets • 2 min read
$MS cosplaying as the squid.....

cnbc.com/2021/04/06/mor… "But the investment bank had information it didn’t share with the stock buyers: The basket of shares it was selling, comprised of eight or so names including Baidu and Tencent Music, was merely the opening salvo of an unprecedented wave of tens of billions of dollars in sales"
Apr 5, 2021 • 5 tweets • 1 min read
$CS

businessinsider.com/credit-suisse-… "One person on the call bluntly asked if the losses would affect their bonuses, which can make up a huge proportion of managing directors' total compensation. (Bonuses may already have been a sore subject, given the bank rewrote the structure for cash payouts...
Aug 7, 2020 • 31 tweets • 15 min read
🚨🚨🚨

$TSLA
$ElonQ Where Musk is confused by what telling the whole truth means
Jul 11, 2020 • 30 tweets • 9 min read
The Model Y is a massive flop.

$TSLA delivered ~3k Model Ys in Q1 and ~13k Model Ys in Q2.

Tesla is now cutting the price of the Model Y in the U.S. (before the Model Y is even available in markets outside N.A.) To put the Model Y price cut in perspective, Tesla had delivered over 80K Model 3s before it launched a lower priced version of the Model 3 the MR in October 2018.

Clearly initially Model Y demand is running materially lower than initial Model 3 demand.
Jul 9, 2020 • 9 tweets • 6 min read
Some highlights from the Tesla SUA lawsuit filed this week:

1. $TSLA has a long documented history of reports of Sudden Unintended Acceleration. ~70x more SUA complaints than the average automaker. 2. $TSLA tried to solve the SUA issue with Obstacle Awareness update in October 2018

The update only went to cars that had Auto Pilot II hardware installed meaning no attempt was made to solve the SUA in cars without this hardware

Update didn't even address parking situations
Jan 2, 2020 • 5 tweets • 2 min read
One of the 2 completed NHTSA investigations into a $TSLA Autopilot crash was the Joshua Brown crash in 2016.

nhtsa.gov/sites/nhtsa.do… In January 2017 right at the end of the Obama administration, NHTSA issued a report declaring that there were no safety defects with Autopilot and that autopilot resulted in a 40% reduction in the Tesla vehicle crash rate.

static.nhtsa.gov/odi/inv/2016/I…
Nov 23, 2019 • 19 tweets • 4 min read
Fun Facts to consider after today's deposit pump:

In the Q1 2018 $TSLA Quarterly letter, Tesla claimed that it had Model 3 "net reservations" that "continued to exceed 450,000 at the end of Q1."

As of the end of Sep 2019, Tesla has delivered a total of 356,084 Model 3s. In the Q2 2019, Earnings letter, Tesla wrote "order generation has shifted nearly entirely to non-reservation holders."

This implies that no more than 200,000 (and likely less than 150,000) of the Model 3 order backlog actually ended up purchasing a car.
Sep 2, 2019 • 28 tweets • 8 min read
As we enter September (the 3rd month of Q3), $TSLA is in need of another "miracle" in order to hit its delivery guidance. In its Q2 investor letter, Tesla wrote "We are working to increase our deliveries sequentially and annually, with some expected fluctuations from seasonality. This is consistent with our previous guidance of 360,000 to 400,000 vehicle deliveries this year."