Christiaan Hetzner

Bookmarking this. $TSLA leaning into the hype around its planned June pilot just as EV sales in China woefully disappoint during CW19. Passive income remains the heart of its “appreciating asset” claim.

Tesla @Tesla

With the Robotaxi network, your Tesla will be able to earn money while you’re not using it, essentially paying for itself It will go to work, just like you

RT @BillAckman: On February 4th, I wrote a post on @X in which I said that: “I would not be surprised to find that [United Healthcare’s] p…

RT @typesfast: Anyone denying the Chinese are ahead on cars has not been to China in the last 5 years.

This is the company that denied critical health care to Americans at twice the rate of its competitors. It even tried to silence Bill Ackman of all people, not your everyday bleeding heart liberal, for drawing attention to its practices.

The Kobeissi Letter @KobeissiLetter

BREAKING: UnitedHealth stock, $UNH, falls -11% after announcing the unexpected exit of its CEO and suspending 2025 guidance. The stock is now down -45% over the last month, erasing ~$300B of market cap. https://t.co/e8o40vSjpq

At least Tesla fans are no longer making every excuse for lower EV sales. That’s progress, I suppose. Unfortunately with the ongoing downward EPS revisions and the inflating stock price, the $318 stock price is now 110x consensus earnings of $2.88 per share for *next year* 😳

Tsla Chan @Tslachan

$TSLA Even if Tesla's vehicle sales decline, the big achievement of FSD will make a profit, and if the stock goes up, Short will be hugely embarrassed. Cognitive dissonance. They can only do counting. https://t.co/GGgxGmhgGa

Genuinely don’t see any value in this obsolete CPI. Most of the tariff sensitive goods were stockpiled, like passenger cars. The so-called reciprocal tariffs were frozen before they even took effect. Fed has no reason to cut yet.

zerohedge @zerohedge

CPI 0.2% MoM, Exp. 0.3% CPI Core 0.2% MoM, Exp. 0.3% CPI 2.3% YoY, Exp. 2.4% CPI Core 2.8% YoY, Exp. 2.8% but... but... tariffs

RT @TSLAFanMtl: Very odd that the number would be this low, especially coming off such a weak month of April. China will need to carry the…

“Something is definitely going on in China.” Could Chinese buyers be boycotting $TSLA over the Trump tariffs — i.e. economic nationalism similar to what Korean car brands experienced in 2017 when Seoul acquired THAAD missiles against Beijing’s will?

RT @Tslachan: Last week (May 5-11) China's major vehicle insurance numbers are as follows. - Nio: 3,930 (+13% WoW) - Tesla: 3,070 (-58% Wo…

RT @yaakovkatz: Something very simple is happening that Israel’s government is refusing to realize: Trump wants the war over & wants deals…

RT @WholeMarsBlog: “The next FSD update has got to be huge after all this time” Tesla: https://t.co/1p43lOHKFK

Margin Call is another, but Gosling absolutely nails this scene.

cinesthetic. @TheCinesthetic

The Big Short stays wildly rewatchable. Fast, furious, and somehow makes finance thrilling—stacked cast firing on all cylinders. https://t.co/XrdiW4eugF

RT @Tsihanouskaya: Heartbreaking. We've just learned that former political prisoner Hanna Kandratsenka died earlier this year at only 39.…

RT @AnshelPfeffer: The main reason Trump isn’t coordinating with Netanyahu isn’t lingering personal animosity from when Bibi congratulated…

RT @jstreetdotorg: 🚨 The former Head of Mossad, the former Head of the Shin Bet and the former Deputy Chief of the IDF sent a letter to Pre…