TalesFromTheFuture - now also on BSKY 🦋 (@talesftf) header
TalesFromTheFuture - now also on BSKY 🦋 (@talesftf) profile picture

Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice.

Joined July 2009
Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)Photo by TalesFromTheFuture - now also on BSKY 🦋 (@talesftf)
Maybe it was an epiphany when $ASTS briefly crossed $100 yesterday. I have decided to close out most of long stock positions across all sectors. Keeping a few shorts (a small portion of my portfolio). I may be wrong or way too early, but I don’t like the risk-reward. #timestamp
2
1
13
4,183
TalesFromTheFuture - now also on BSKY 🦋 retweeted
Dan nails it. Spot on. There are too many MAGA morons that still try and support this guy.
570
1,702
95
13,260
748,148
TalesFromTheFuture - now also on BSKY 🦋 retweeted
$SPCX shareholders are going to get mega-Musked if they're forced to accept massive dilution to majorly overpay for a dogshit business. $TSLA
*SPACEX AND TESLA MERGER DISCUSSIONS ARE SAID TO PROGRESS
55
22
3
303
33,728
TalesFromTheFuture - now also on BSKY 🦋 retweeted
It's so sad how much of a banana republic America has become. I'm sorry if that insults some people, but it's no longer the great nation I grew up in. I hope that the last 2 years were merely a blip, and things get back to "normal".
NEW: Lutnick's Commerce Dept halted a chip-smuggling probe after Nvidia's top lawyer stepped in. Nvidia pledged $25 million to Trump's ballroom.
19
27
1
209
4,208
TalesFromTheFuture - now also on BSKY 🦋 retweeted
Love this
Now this is what I want to hear. 👏👏👏
8
35
121
1,869
There are worse $NVDA memes today…
“If she’s a 10, you’re an asset”
3
2
11
581
PS: The same corporate rules never apply to Elon. Affairs and kids with employees left and right… $SPCX $TSLA
115
TalesFromTheFuture - now also on BSKY 🦋 retweeted
If Musk were in Jensen’s place, the Tesla board would award him a new $2 trillion compensation plan. $TSLA
7
13
2
119
2,112
TalesFromTheFuture - now also on BSKY 🦋 retweeted
Congrats on digging 500 more feet! That brings the total number of Boring Company miles dug in the past 9 years to.... about 9 miles. Remember when @elonmusk said he had "verbal government approval" for an underground Boring line from NYC to Washington DC? (~230 miles) which even if that wasn't a lie, (it was) it would still take him about 230 more years to get there. Neat 👍
29 days from completion of tunneling in Bastrop to initiation of tunneling in San Antonio.
315
360
27
6,333
431,065
TalesFromTheFuture - now also on BSKY 🦋 retweeted
Good thing no other prominent Silicon Valley companies have been doing business with the CCP…
44
34
3
496
37,098
TalesFromTheFuture - now also on BSKY 🦋 retweeted
Not the worst sales in "over 4 years". The worst monthly sales in 🇨🇳 "ever". 4 years ago, the chip shortage led to low sales. Now it's the lack of demand for Tesla's old models. 🇨🇳 rivals launch new models every 18 months. Tesla hasn't launched anything for 6 years. $TSLA
36
58
3
313
15,998
TalesFromTheFuture - now also on BSKY 🦋 retweeted
Elmo flat-out lying and committing securities fraud yet again. Fact: The 1.8 million deposits on the Cybertrucks was a myth. He claimed they were going to sell 250,000 of them per year, and he sold 70,000 of them in 4 - over 20% of which HE HIMSELF BOUGHT via $SPCX meaning he sold a grand total of about 56,000 of them. To put this in perspective, Ford sold more F-series pickup trucks IN OCTOBER than Tesla sold Cybertrucks in FOUR YEARS. Biggest lemon of a car ever and he's a sleazy salesman trying to dump it on you with FOMO.
61
252
24
1,429
92,376
TalesFromTheFuture - now also on BSKY 🦋 retweeted
Who else caught Abel's slight jab at Elon and SpaceX yesterday? "We are executing on Blacklift for a single-purpose mission. Lift BlueBird into 550 km of orbit. There is no plan to go to the moon. There's no plan to go to Mars. There's no plan to flip over in space." $ASTS
23
9
1
332
18,685
TalesFromTheFuture - now also on BSKY 🦋 retweeted
if i had a billionaire husband and no prenup, i’d introduce him to the Chinese spy myself
JUST IN: Jensen Huang reportedly has no prenup, meaning a divorce could cost him $81 billion, the most expensive divorce ever.
657
11,789
411
178,587
3,169,856
TalesFromTheFuture - now also on BSKY 🦋 retweeted
This is some serious shit. Hegseth and Musk will be held accountable soon.
Model IV- Devastating Results: In October, Elon Musk didn't just throttle Ukraine on the ground: SpaceX coordinated with Russia in orbit to freeze ICEYE-X36 so Russia could extract U.S. radar and battery tech, compromising U.S. and NATO satellite sovereignty. Our new 28-page quantitative study, 3-page Executive Brief, and 5-Act orbital animation prove the structural damage across the Western kill chain and global commodity markets. (Pete Hegseth and Emil Michael played direct role. Is the White House complicit? It's hard to see how they are not.) Since Project CORONA in 1958, Moscow chased U.S. spy satellites for 68 years with zero close-hold successes because Russian radars are blind across 265.1 degrees of Earth. In June 2026, U.S./NATO radar satellite ICEYE-X36 easily escaped a Russian approach in 60.8 minutes. 68 Years in 41 Hours: How Elon Musk Helped Russia Shatter U.S. and NATO Satellite Supremacy 👇 -The Ground Throttle Failed, Triggering the Orbital Brake: Following the Oct 9 Putin-Trump call and Russian diesel waiver (OFAC GL 135), SpaceX capped Ukrainian military Starshield terminals at 101-161 km/h on Oct 13-14 (-22.98% daily drone intercepts, p = 0.0019). Yet autonomous drones guided by U.S. NRO/NATO radar satellite ICEYE-X36 struck Rosneft's Ryazan refinery on Oct 15 AM anyway. Hours later (04:15:44Z), SpaceX posted a misleading 401m Starlink collision alert (internal v1-v4 pass: 1.93-2.00 km) to freeze X36 under FCC Condition 16 (-96.64% maneuver drop) while 31,000 Stargaze cameras tracked Russia's COSMOS 2612 sprinting into a 640m hold for 41.4 to 47.7 hours. -Tech Extraction, Prague Wipe & Finland's Seizure: At 640m (+57.9 dB / 616,068x flux gain), Russia recorded X36's Title 50 1,200 MHz radar template to track both X36 and twin X37 from 500+ km away (+13.85 to +26.86 dB standoff SNR). On Oct 18, COSMOS 2612 timed Stellar Exploration's shared 8S battery 2-orbit thruster lockout (191.12 min), firing its departure burn +0.67 seconds after X36 recharged. Within 24 hours (Oct 19), Stellar cut U.S. ownership in Prague from 85% to 33% (Notice OV12312900) to block DoD audits, SpaceX onboarded Chinese operators into Space Safety (Oct 6 & 16), and on Nov 5 Finland stripped commercial ICEYE of command over its 3 military radar satellites. -245 NRO Spy Sats Exposed & The 6.3-Min Hormuz Warning: All 245 classified NRO Starshield satellites (348 active hulls) fly in that exact compromised 525-559 km shell (confirmed Oct 28 by Putin on live TV praising orbital coordination with "Mr. Musk"). Perched 66-99s behind X36 on its descending orbit from Ryazan/Kyiv (~08:02Z) to Qeshm Island/Hormuz (~08:09Z) and Diego Garcia (~08:18Z), Russia now gives Tehran a live 4.6-7.1 min blind-spot warning (corroborated Nov 7 at Qeshm) while locking COSMOS 2611 and 2613 onto twin ICEYE-X37. -Pentagon Enablement, Depleted Magazines & Two Market Shocks: Handed $11.88B+ in CoCo contracts by Sec Def Hegseth and CTO Emil Michael ($5M-$25M xAI sale 72h before seizing Maven and cutting CENTCOM reviewers 16-to-1), unthrottled spring AI targeting and Iranian salvos left U.S. forces with 3.7-5.5 Patriot raids and forced 74%-86% of 5th Fleet destroyers off-station to reload at Diego Garcia (LTG Sylvia fired Oct 28). Market impact splits into two unpooled shocks: (1) freezing X36 cut Ryazan restrikes 76.4% (p = 0.0000337), restoring +122.15 kb/d for GL 135 until Nov 4-5 restrikes stranded 4 diesel tankers; and (2) 5th Fleet VLS reload lag collapsed unescorted Hormuz clean products 81.2% (-2.923 mb/d), driving LR2 TC20 to $21.86M and 4:3 Gasoil/Brent cracks to $85.14-$89.43/bbl. 5-Act orbital animation and 3-page Companion Executive Brief attached. Link to the full downloadable 28-page Sovereign & Market Risk Exposure Report in reply below.
5
20
490
TalesFromTheFuture - now also on BSKY 🦋 retweeted
NYT: U.S. Cleared Nvidia Chips to Chinese Firms With Empty Offices and Troubling Ties $NVDA
NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
9
23
5
210
81,176
TalesFromTheFuture - now also on BSKY 🦋 retweeted
$NVDA Board initiates independent investigation after CEO admits infidelity globenewswire.com/news-relea…
NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
23
45
12
558
140,269
TalesFromTheFuture - now also on BSKY 🦋 retweeted
"Tesla China Sales Sink To Four-Year Low; Robotaxi Launches New Market" -In October, Tesla retail sales in China amounted to 8,817 cars, down 66% year over year and 86% from September. $TSLA #Yikes investors.com/news/tesla-elo…
1
2
11
364
TalesFromTheFuture - now also on BSKY 🦋 retweeted
For example:
Gary’s hallucinations to get to 10 million Tesla EVs/year by 2030. $TSLA $TSLAQ Here’s what he STILL claimed back in March 2025 - despite the Model2/Q being cancelled a long time ago (as reported correctly by Reuters in 2024, but ignored by many dreamy Teslarians..). #timestamp
1
4
130
TalesFromTheFuture - now also on BSKY 🦋 retweeted
I think @garyblack00 owes us all simps an apology. How’s that halo effect going Gary?
🔊 Tesla is winding down the Cybertruck after years of dismal sales. Why the problem may have started with the truck itself — listen now on the Reuters World News podcast reut.rs/4iFM6QR
1
4
15
658
TalesFromTheFuture - now also on BSKY 🦋 retweeted
File it under "more stuff that Elon says that is not going to happen"
NIKKEI: ELON MUSK’S TERAFAB HAS TOLD SEMICONDUCTOR EQUIPMENT SUPPLIERS IT IS TARGETING A PRODUCTION CAPACITY OF 1 MILLION WAFERS PER MONTH FROM 2032 ONWARD. OF THAT TOTAL, 700,000 WAFERS PER MONTH WOULD BE ALLOCATED TO MEMORY CHIPS AND 300,000 TO LOGIC CHIPS. WTF? 700kwpm for memory??
4
7
45
1,565