Political Reality (@PolitiReality) header
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Investor and trader. Have owned many EVs. Focused on value both long/short. NEVER INVESTMENT ADVICE - ALWAYS OPINIONS 🇺🇸

Joined September 2019
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I love it how $TSLA is down 10% this year, and the fanboys are talking about how the shorts are “about to get burned” with the stock trading at 490:1 PE 😝. The only thing burning is their account this year and the Semi.
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In the last 90 days $TSLA FSD has one fatality and a total of 15 crashes. Safer than a human my ass.
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I see the coming crash in $TSLA happening much sooner than I thought Current PE 488:1 is about 20x overvalued at best.
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This pretty much spells the end of the Semi Farce. Range sucks and too much energy in one vehicle for it to be safe. Next up, the fatal Robotaxi crash which I hope to god doesn’t happen but I can’t see how it won’t. $TSLA
Replying to @Tslachan
Tesla semi-truck bursts into flames, shuts down I-880 in Hayward - ABC7 San Francisco
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Only a complete clown would say that a company whose PE is constantly rising now 450 to 1, earnings declining, sales declining, CAPX increasing, OPX increasing, and burning cash, is underpriced. The only thing more idiotic than the comment, is the fact that another would actually believe them. I’m revising my 12 month PT to $38. $TSLA
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Just remember, the PE is 450:1, with it's top model declining YoY in the US, and virtually no Robotaxis operating despite a claim of 1MM in 2020 and half the US by the end of 2025. Yes, people really are this dumb...are you one of them? $TSLA
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So after tariff refunds, $TSLA Q3 earnings were a disaster @munster_gene These are the kind of things you'd expect to see from an analyst as opposed to unsupported blind cheerleading.
Replying to @GordonJohnson19
4/5 Strip it out of 3Q26A results, and you get: Gross margin: 19.6% → 17.8% (in line, not a beat) Op margin: 2.6% → 1.0% (below Q2’s 1.4%) GAAP EPS: $0.22 → $0.12 vs $0.20 est. Non-GAAP EPS: $0.48 → $0.38 vs $0.44 est. On EPS and op margin, a miss.
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Repeat after me $TSLA PE 448:1 $TSLA PE 448:1 $TSLA PE 448:1 $TSLA PE 448:1 $TSLA PE 448:1
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If it turns out that Musk unilaterally throttled Ukraine’s Starshield he will almost certainly be removed as CEO of SpaceX and forced to divest control. This could end up being beyond major @cnbc $TSLA $SPCX
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At the Mag6 PE, $TSLA would be trading around $29. Let that sink in.
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You know earnings suck when your PE jumps 100x from 350x to 450x The coming reckoning in this stock may make others look like child’s play. $TSLA
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Prediction. Exactly ZERO chance $SPCX and $TSLA merge.
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Odd that none of the fanboys can see that Total Current Liabilities at $TSLA increased by ~$5B this quarter @cnbc.
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Pay no attention to the man behind the curtain as $TSLA Total Current Liabilities increased by ~$5B this quarter. I’m sure most fanboys can’t read a balance sheet so they won’t even understand what it means. $20B a year in increased liabilities is a frightening metric.
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Selling $364s mmmmmmm tasty $TSLA
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Wow...safe as a human:-) $TSLA
A self-driving Tesla crashed into a California highway patrol vehicle, seriously injuring two officers inside. According to the officers, the driver said he was asleep at the time and using the car’s driver-assistance technology.
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I’m guessing $TSLA earnings will be a total disaster with Musk timing the Roadster stunt just before.
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Look on the bright side. $TSLA is only losing billions while trading at a 350x PE. Clearly undervalued if you’re a simp. Clearly insane if you’re not.
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