China just extended its lending facility to Tesla by $2.38 billion last quarter. Now he disses them right after getting his $1 trillion pay package approved. Tesla shareholders are stupider than followers of Jim Jones.

New EV registrations in Germany for October 2025, top 20: As you can see, no #Tesla

This is true (and the WSJ breakdown is great) but I can’t stress enough how low a bar some of the milestones are compared to what Musk touted over the years. He used to say Tesla would make 20M cars *per year by 2030*. Now he only needs to sell 20M by 2035 — and Tesla has already sold 8M!

This is a tweet from Omar Qazi, a high priest in the Musk Cult. As recently as a few months ago, he said on a Twitter Space that he owns $250,000 worth of $TSLA and his parents own $2 million worth of $TSLA. This, from a guy who also started a GoFundMe to fight against Aaron's lawsuit. 😂

Area cuck chair resident Stephen Miller is upset that they can’t impersonate federal employees and put out propaganda in their name. The replies to his post are wild. These people are truly batshit whacko.

It's nice to know that Elon Musk will also be selling $TSLA along with me. The only difference is that I'm using borrowed shares & he'll be selling his own. 😂

Considering he is the reason that Tesla sales have crashed like the market for hydrogen zeppelins after the Hindenburg, it is clear that the stock has no relationship to value or reality.

For anyone who doesn't believe that Musk manipulated Tesla's stock as much as possible to get shareholders punch-drunk enough to vote "yes" for his $1 trillion payday, please look at the numbers.

As with Tesla, Musk is driving down the brand value of his AI vanity project, xAI. Musk has reprogrammed xAI's chatbot, Grok, many times over to increasingly resemble himself. And like Musk, Grok's sense of humor is cringe. www.youtube.com/watch?v=2ifi...

Stolen from Threads....

Really worth a read. #$TSLA Also will flag: - China's AI beating US on a fraction of the power usage - The chips/robots/robocars all require rare earths in a full mine to magnet supply chain. China has the US on a 6mo leash (export licensee are 6mo not 12mo) and.. 1/2

Tesla investing in xAI is in limbo due to many abstentions to the vote. xAI's survival is more crucial to Musk than his $1TR bonus award. I removed the paywall from a 9/26 report on this given today's tepid response. Musk may need to sell some TSLA to fund xAI. open.substack.com/pub/bradmunc...

The vote result of whether Tesla can invest in xAI wasn't announced? This was more important than Musk's pay package (which he got), and is why Tesla's stock is struggling in the after hours. xAI should burn ~2x 2025's $13BN in 2026. Musk may have to sell shares to fund this if it's voted down.

Spot the Musk Fluffers. I'll start. $TSLA

If Musk gets his $1 trillion award & approval for Tesla to invest in xAI: buy the rumor, "SELL THE NEWS". If Musk gets his $1 trillion award, but no approval for Tesla to invest in xAI: "SELL THE NEWS" more significant. If Musk gets neither, "LOOK OUT BELOW". $TSLA

Don't mess with Tesla? 😂 Oct-2025 sales % YoY: Sweden: -89% Denmark: -86% Belgium: -69% Finland: -68% Austria: -65% Suisse: -60% Portugal: -59% Germany: -54% Norway: -50% NL: -48% UK: -47% Italy: -47% Spain: -31% China: -10% France: +2% (new subsidies)

If Musk doesn't get the cult members to vote in favor of Tesla taking a stake in xAI, it'll be worse for him than not getting his $1 trillion pay package approved. He'll have to sell more TSLA shares to bail xAI out. They burned through $12 billion in the 14 months through July 2025.

A look at Q3 results at Tesla , GM and Ford shows how weak Tesla's earnings power is, despite a huge rush for EVs in Q3. Exports from China remain key for profits, but they're -19% YTD & falling more. With US ZEV credits gone, 2026 should be horrible. bradmunchen.substack.com/p/take-the-m...

If this is not the Tesla accounting fraud that everyone is looking for, then somebody has to explain to me why it’s not. They added 1.69 billion of resale value guarantees in Q3! That is $3380 per _delivered_ vehicle (but keep in mind its all lease related). Isnt this insane?

I was meaning to post this the other week; the Washington Post now has fewer subscribers than the membership of the Green Party of England and Wales

If you can't grow your profits or margins on 11% YoY revenue growth, you're Tesla. And you're screwed from this quarter, without the $7,500 EV subsidies and ZEV credits in the US. bradmunchen.substack.com/p/teslas-q3-...

The former head of NASA Jim Bridenstine warned Congress that the reliance on SpaceX to get America back on the moon was fraught with peril. This is a prudent move to possibly ditch SpaceX. www.cnbc.com/2025/10/20/n...

Musk insults Sean Duffy, the US Secretary of the Department of Transportation (DOT) in this tweet. Few realize how bad this is, as the DOT controls NHTSA, the US traffic safety regulator, which needs to approve Tesla's Cybercab to be produced in 2026 without a steering wheel or gas/brake pedals.

‪If Musk gets his $1 trillion pay package approved, it'll be one of the most perverse outcomes in corporate history. It comes after 1H 2025 profits (ex-credits) were 98% below peak in 1H 2022, and the Cybertruck--Tesla's only new model in 5yrs--flopping so hard that Musk needed help from SpaceX.

xAI be needing all of that sweet Tesla cash ASAP... "xAI’s precarious finances force reliance on outside funding and risk-sharing, The Information says" $TSLA $TSLAQ #xAI

Want to hear Musk say the stupidest shit he's ever uttered? Listen to the Tesla Q3 2025 earnings call on Oct 22, which is 15 days before shareholders vote on his $1 trillion pay package and whether Tesla can bail out xAI. Here's a preview. open.substack.com/pub/bradmunc...

Musk has broken so many laws that his car company may be shut down in the next 12 months due to mounting legal liabilities. And it's starting in Australia, which is intriguing. open.substack.com/pub/bradmunc...

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...

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

"Putin couldn't do a better job" of attacking America. How do we know this isn't Putin's doing?

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

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. 1/5

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-...

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...

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.

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.

Tesla is up 31% vs the 17% spike in the Nasdaq 100 index since Musk started his "Trillion-dollar-bonus" stock pump on Sep-5th. Wait till shareholders give it to him on Nov-6th & the stock stops being pumped ("sell the news").

Tesla is juicing as much as possible from the US $7,500 EV tax credit before it ends on Tuesday. Nevertheless, the Model 3 is "Available Today" and the Model Y is available between "September and October". Tesla will likely see losses in Q4 2025 and thereafter.

Just in case there was any doubt, Musk is still persona non grata in Trump's White House and D.C. politics. 8pmnews.com/trumps-close...

I used to watch Bill Maher every week, without fail. Then I realized that I've gone over a year without watching one episode. Funny how that happened.

On Tesla's Q2 2025 earnings call, Musk said Tesla had made "demonstrable progress" on autonomous driving, "that a lot of naysayers said we would not achieve. And our naysayers are sitting there with egg on their face." What eggs? 😂

So the House Oversight Committee Democrats put out a tiny portion of the third batch of files they got via subpoena as they evaluate how the US handled the Epstein case... Not Earth-shattering but Musk, Thiel, Bannon and Gates all mentioned in this partially redacted document dump.

41 words to explain the obvious. 😂 We're in a stage of flux regarding energy & going after carmakers is a waste of time.

Musk is pumping Tesla's stock via the options market to high heaven so that investors vote for everything in favor of Tesla at the Nov. 6th shareholders meeting. But Musk doesn't care about his $1 trillion pay package. He just wants a vote to bail out xAI. bradmunchen.substack.com/p/why-tesla-...

CEOs who cast aspersions at short sellers are both financially illiterate & have something to hide, especially those who manipulate their stock via the options market. When everyone, including the simps like Omar Qazi 🤡, dumps $TSLA indiscriminately, the shorts will be the only buyers.

This is what they call the "denial" phase during the 5 stages of grief.

Lots of skullduggery behind the scenes of Tesla's recent stock pump. At stake is Musk's $1 trillion bonus & Tesla being able to invest in his struggling AI start-up. But the ruling on a California DMV lawsuit against Tesla is the key risk to Musk's gambit. open.substack.com/pub/bradmunc...

Omar has a Goldman Sachs brokerage account which he likes to brag about some days. Other days, like today, it's time for the little people to pay for his inability to control himself. This is happening because I sent Smick Enterprises, Inc. discovery requests, and now he needs an actual lawyer.