$TSLA $TSLAQ Can someone explain to me how X or xAI paid for that computing hardware when X by all means is insolvent and xAI hadn’t done its raise and didn’t have the capital? So Tesla paid and the equipment was given away? cnbc.com/amp/2024/06/04…
$TSLAQ $TSLA So Tesla supposedly took 15k H100 deliveries in 2023 per industry analysis, yet per this CNBC report it diverted 12k H100s to X/xAI in 23 under Elon's instruction? So it all really went to X/xAI?
May 30 • 27 tweets • 11 min read
The Twitter Class Action Complaint v. Elon Musk has been released by the SDNY. The case outlines Elon (& FA Birchall's) disregard of SEC filing requirements and market manipulation in regard to the purchase of his initial Twitter position
The complaint begins that Musk and Birchall (Musk's FA) enlisted a redacted MD at Morgan Stanley to acquire a position in Twitter secretly. Birchall informed the MS exec their plan had been blessed by legal counsel (when they hadn't even consulted with their legal counsel).
May 6 • 89 tweets • 35 min read
$TSLA Walls are starting to close in for Tesla, let's have a closer look:
1) The recent turnover in senior executives is incredible, with most having a tenure well over 5 years. From CFO, to head of HR as well as key engineering execs. What do they know that the market doesn't? Not to mention, huge stock sales on exit (e.g. Baglino).
Apr 27, 2023 • 5 tweets • 1 min read
$BTU The thing I think people are forgetting is the convert. There’s a reason they have the buyback policy changing in H2, they’re going to want to attack that with the cash first by tendering/ making offers to holders. You can’t put that in a press release.
I suspect they may say that on the call, but hard to put in writing clearly. I think we all know you don’t need 900m cash on balance to run this company.
Apr 18, 2023 • 19 tweets • 6 min read
1) People still keep DM'ing me if coal is still my largest holding as I've been quiet lately (been on safari in Namibia/Botswana with no internet). Why? Quick reminder:
2) Supply side is not fixed. Despite prices being well above the cost curve now for a prolonged period for both met and thermal, we are not seeing any meaningful pickup in capex to meet demand (/replenish broader depletion). Chart below from $METC Q4-22 (p16).
Mar 3, 2023 • 13 tweets • 3 min read
Be careful chasing the analysis of certain people on fintwit pumping TSX V names.....
Added some $WHC on the dip.
Have to think they come out swinging on the buyback. Sure they've had some shit from investors lately and told to up their game.
Feb 14, 2023 • 11 tweets • 3 min read
$BTU
Time for the citadel / pod bois to chase coal higher.
What TTF decline? $WHC $BTU
Also, people asking me for reasons for the decline. Outside of TTF and concerns that weighs on NEWC in turn have to appreciate likely some rebalancing into Y/E with very little liquidity to sell into.
Nov 19, 2022 • 13 tweets • 3 min read
Last year was in a shit job, rife with nepotism/politics that was affecting my friendships and probably helped end a relationship with a girl I really liked. Their turning down my ideas allowed me to do them myself. In hindsight, shit job was the best thing to ever happen to me.
Never really had much money growing up, in fact lived above a Chinese restaurant in London in my first 2 years of work. Always saved hard and invested from very early on. Started at 16 in 2007 with $500 and learnt how markets really worked during the recession
Oct 19, 2022 • 6 tweets • 1 min read
If anyone had any doubt $TSLA was cooking the books, take a look at their Q3. Revenues +56% y/y, opex +2%. HOW THE F is that possible in this environment? Even a declining business with this much inflation is gonna have cost inflation in 2022 America
Could it be that Zach Kirkhorn, a guy that has ZERO experience running a public company but has risen his way up from being a finance analyst at Tesla to CFO is cooking the books for Elon? Look at his Linkedin, no experience running a public Co. linkedin.com/in/zachkirkhor…
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