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Reposted by Motorhead

gft77 🇺🇸🏳️‍🌈 @gft77.bsky.social · 1d

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Motorhead @bradmunchen.bsky.social · 1d

OMG, gross!

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Motorhead @bradmunchen.bsky.social · 1d

Tesla will issue shares to buy its stake in xAI. Or they'll do a share swap. Either way, it's dilutionary to shareholders.

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Motorhead @bradmunchen.bsky.social · 1d

After shareholders approve of Tesla investing in xAI on Nov-6th.

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Motorhead @bradmunchen.bsky.social · 1d

With the flop of Tesla's "new models" this week, its car business will very likely burn cash from here.

Its rivals are so cash-rich that they lowered prices by up to $9,100 to cover the removal of the $7,500 EV subsidy in the US.

$TSLA has nothing in 2026.

open.substack.com/pub/bradmunc...

Tesla Has Nothing in 2026

Musk's strategy of tweaking old models rather than launching new ones will be one of the biggest failures in automotive history. His new "cheap" models prove this.

open.substack.com

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Motorhead @bradmunchen.bsky.social · 3d

Even after having been denaturalized?

I should have a look at the fine print.

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Motorhead @bradmunchen.bsky.social · 3d

Denaturalization is hard to get out of.

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Motorhead @bradmunchen.bsky.social · 3d

I don't think that presidential pardons can stop denaturalization.

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Motorhead @bradmunchen.bsky.social · 3d

I just injected this into my veins and haven't been able to stop laughing for over an hour now. Please help. 🤣

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Motorhead @bradmunchen.bsky.social · 4d

"Putin couldn't do a better job" of attacking America.

How do we know this isn't Putin's doing?

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Reposted by Motorhead

Thomas Hansen @thomashansen.bsky.social · 4d

Elon Musk's dad, Errol Musk, was asked about allegations that he forced a kiss on his stepdaughter.

JFC, it’s almost like listening to Elon lie about robotaxis on earnings calls, only so much worse..

Ht @bradmunchen.bsky.social

Note: Video is @ 1.1 speed, due to bsky limit

#ElonQ
$TSLAQ

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Motorhead @bradmunchen.bsky.social · 7d

Not if you're a nimble trader ahead of key events. But, it's still the hardest stock I've ever traded.

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Motorhead @bradmunchen.bsky.social · 9d

$TSLA will see a huge pull-back in demand in US sales from Q4 after a rush for EVs in the US in Q3 (ahead of the $7.5K subsidy expiration).

And ZEV credit sales (49% of 1H 2025 EPS) are also gone from Q4. $TSLA is screwed.

Full report here: open.substack.com/pub/bradmunc...

5/5 END

The Insignificance of Tesla's Q3 Deliveries and Earnings

History shows that the blowback from pulled-forward demand is always worse than the run-up ahead of it. The US is Tesla's biggest market in revenue terms, but will drop from Q4.

tinyurl.com

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Motorhead @bradmunchen.bsky.social · 9d

Germany ended its $7,000+ subsidies for BEVs in Dec-2023, but company cars lost them first in Sep-2023.

Germany reinstated 2 subsidy programs to prop up BEV sales since then, yet still sees BEV sales down 5% vs Aug-YTD 2024 when the $7K subsidies were in place.

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Motorhead @bradmunchen.bsky.social · 9d

China cut its BEV subsidies in July 2019 & sales plunged ever since then, but recovered after subsidies were reintroduced in 2020.

From Apr-2024, China added more subsidies ($2K), which helped, but are being partially reduced from 2016.

Bad for $TSLA.

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Motorhead @bradmunchen.bsky.social · 9d

Hong Kong announced an end to EV subsidies in 2016, which caused $TSLA sales to surge, before going to zero.

Hong Kong reinstated EV subsidies after this drubbing of EV sales.

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Motorhead @bradmunchen.bsky.social · 9d

Tesla's US prices just rose by 15% ($7,500) due to Trump's end to EV tax subsidies on 9/30.

$TSLA Q3 US sales rose by 30%+ due to "pulled-forward" demand. The "blow back" will be worse.

Examples why 🧵:

Japan never recovered after its VAT hike from 3% to 5% in Apr-1997.

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Motorhead @bradmunchen.bsky.social · 9d

Love your channel. Have lots to tell you. Please DM me.

Motorhead @bradmunchen.bsky.social · 9d

Tesla's Q3 deliveries beat the sandbagged Street est by 11%, my est by 2%, & Troy's by 3%.

Huge inventory clearance of 50K should = strong FCF.

But the pullback in Q4 should be vicious due to lower sales & earnings, given no more subsidies in the US.

bradmunchen.substack.com/p/teslas-q3-...

Tesla's Q3 Deliveries Beat Consensus Estimates, as Expected

Results were 11% higher than Tesla's IR-compiled analyst estimates 6 days ago, but as flagged in my report 2 days ago, Tesla's IR consensus was way too low.

bradmunchen.substack.com

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Motorhead @bradmunchen.bsky.social · 11d

With a $1 trillion bonus on the table for shareholders to approve on Nov-6th, Musk will surely pump Q3 earnings ahead of that, as EV demand in the US is strong ahead of the $7,500 subsidy ending tomorrow.

But the blowback will be larger than Q3's gain.

bradmunchen.substack.com/p/the-insign...

The Insignificance of Tesla's Q3 Deliveries and Earnings

History shows that the blowback from pulled-forward demand is always worse than the run-up ahead of it. The US is Tesla's biggest market in revenue terms, but will drop from Q4.

bradmunchen.substack.com

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Motorhead @bradmunchen.bsky.social · 12d

I'm sure Tesla bribed the right people in Canada.

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Motorhead @bradmunchen.bsky.social · 12d

Unfortunately, Jared Birchall is still employed at Musk's family office.

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Motorhead @bradmunchen.bsky.social · 12d

Trade mark that term ASAP. 👍

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Reposted by Motorhead

Ezra Levin ❌👑 @ezralevin.bsky.social · 12d

AIPAC messes in Dem primaries and also bankrolled 109 GOP election-deniers. No self-respecting Dem candidate should meet with them let alone take their money. If you want a Dem Party that fights back, get AIPAC out of our primaries - and support candidates brave enough to take them on.

Kat Abughazaleh @katmabu.bsky.social · 12d

It’s official: AIPAC is trying to buy my election to keep me out of Congress.

Apparently, I’m a “dangerous detractor”... by believing Palestinians (like myself and my family) deserve basic human rights.

But we’re not going to let AIPAC win.

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Motorhead @bradmunchen.bsky.social · 12d

Begging shareholders for a $1 trillion bonus on his own platform is so cringe that my question is: why?

He owns $317BN worth of $TSLA. Why does he need a $1 trillion "incentive" to grow it by 7x?

Musk is a twisted, greedy fuck who's given less than 0.2% of his wealth to charity.

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