Don't get fooled by Tesla's "robotaxi" expansion to Dallas & Houston: it's only 2 more cities within Texas, where robotaxi laws are still the laxest in the US.
From May 28, it's over: Texas robotaxi laws will require proof of Level 4 autonomy.
Link: bradmunchen.substack.com/p/teslas-las...
CSAM lawsuits against xAI from 12 jurisdictions worldwide are a small price to pay for SpaceX investors, as it's for the sake of orbital data centers.
$TSLA
www.nbcnews.com/tech/tech-ne...
This is Tesla, pathetically desperate, while Musk can't pump the stock during SpaceX's "secret IPO" procedures. After one look, I couldn't read it.
Lina Khan helped Joe Biden set this up, but he never pushed it hard to take credit for it.
Now, with Khan working for Mamdani, he's doing it for NYC residents. And actually telling them he's doing it.
Good policies aren't good politics unless you take credit constantly for them.
Wouldn't it be hilarious if this were a jab by Boston Dynamics at Musk's failed "Optimus" humanoid project? 😂
🚨Scoop: Tesla is exploring the roll out of a smaller & cheaper SUV than the Model Y.
Reuters implies Tesla may be easing up on its "robotaxi" goals.
NHTSA confirms no permit for the Cybercab's "no steering wheel, no pedals" design despite launch plans this month.
www.reuters.com/business/aut...
It took SpaceX rocket scientists this long to figure out that xAI is the dumbest AI around, and was forced down their throats at a 110% premium to OpenAI and Anthropic's valuations.
Wait till the CSAM lawsuits start pouring in from around the world.
www.businessinsider.com/elon-musk-re...
What's ironic is that since the US led the attack on Iran with Israel, the price of gasoline has spiked the most in America, which has lows taxes on gas, so less buffers than other countries.
Musk fired all of the State Dept's Farsi speakers.
New reporting reveals the Pentagon threatened Pope Leo's top American diplomat in a meeting after the Pope's state of the world address, where he criticized Trump's war in Iran.
Pope Leo has reportedly cancelled a planned visit to the US later this year in response.
If "the statistics are unequivocal", why not publish them? That would be the biggest stock pump for $TSLA since its IPO.
The fact that Tesla hides FSD crash data even from NHTSA proves they're far behind Waymo, which had 3rd-party peer reviews.
FSD "hopium" is $326/share.
Despite 0% loans, new EV subsidies, & price cuts, Tesla's Q1 deliveries were only +6% YoY.
Q1 2025 had 150K of lost output due to retooling of the refreshed Model Y, so the +21K YoY in Q1 2026 is weak.
With Energy deployment -15% YoY, Q1 will see losses.
bradmunchen.substack.com/p/teslas-q1-...
I still think there's a distinct possibility that Musk is forced to cancel the SpaceX IPO due to his "Frankenstein" AI start-up.
Tesla's Q1 deliveries might be slightly higher YoY due to a low base in Q1 2025, but look out for the massive price cuts via 0% interest-rate loan programs. 😂
bradmunchen.substack.com/p/why-tesla-...
You're thinking about the ZEV credits, which became useless after non-compliance couldn't be penalized after Q3 2025-end.
The GHG credits were just canceled in a similar way in February, and they made up a much bigger part of Tesla's credit sales.
Nobody's talking about this: The end of US GHG credit sales in Feb, together with the loss of EU credit sales, should pose at least a $1B profit headwind in 2026.
I'm not short enough $TSLA but look forward to shorting the pop.
Article here: bradmunchen.substack.com/p/teslas-1-b...
The quality of Tesla's earnings in 2025 was its worst (blue = real profits, red = regulatory credits): 85% of operating profit came from taxpayers (regulatory credits), 80% of which Americans provided.
$TSLA
🔥 THE FBI DIRECTOR GOT HACKED. BY IRAN. FROM IRAN. AND NOW HE’S OFFERING $10 MILLION TO CATCH THEM. IN IRAN. LOL.
open.substack.com/pub/deanblun...
Fun fact: 17% of retail $TSLA holders voted "Against" Musk's 2025 CEO Performance Award last November.
If they all sold at once to buy into SpaceX's IPO:
1) It's 6% of Tesla's shares outstanding.
2) And 4 days of Tesla's 30-day avg trading volume.
This is a sign of weak institutional interest in the SpaceX IPO due to the shady acquisition of xAI at a $250 billion valuation in February.
$TSLA $APO
cc: @keubiko.bsky.social
Saw Michigan ad this weekend offering Musk's "Starlink Internet Services"! Costs between $80-$120 per month & upfront equipment costs approx $350 w/option to rent or purchase hardware. SpaceX has REC'D over $22 BILLION in GOVT GRANTS since 2008! $885 MILLION to Starlink! WANTS US TO PAY TWICE! NOPE!
Blame is 100% on you if you're still listening to this guy:
Making chips isn't cheap, & it's much harder than making bad 4680 battery cells.
Yet Musk just started spinning his "Terafab" story in full force to keep investors' eyes off his mounting failures (FSD, xAI, & Optimus), & to form an excuse for $TSLA to finance.
open.substack.com/pub/bradmunc...
How will the Tesla/SpaceX Terafab be in "volume production" of 2nm chips by 2030 if ASML has no supply of High-NA EUVs through 2028 & even the experts need 18 months to get new EUVs running properly?
Musk told lots of lies last night because he's desperate, but this is the easiest one to debunk.
Musk is so scared about $TSLA falling back to $100 or less that he's blocking *images* of negative articles about China's collapsing EV industry.
What a paranoid moron. 🤡🤡🤡
How come nobody criticizes Truman? He was a slaughterer.
😂
I long thought that Musk was cash-poor after completing his acquisition of Twitter, but then he magically came up with that $1BN to buy more $TSLA in Sept, to look good ahead of the Nov AGM.
$2.6BN is big, and he can't sell his SpaceX shares, so selling $TSLA is possible, but not big deal.
