Musk is a fraudster Look at Tesla

Top priority for US regulators when they go back to doing their job is sending everyone involved in this IPO to prison

The SpaceX prospectus (S-1) filed last week was as laughable as that of WeWork. There are so many hidden liabilities for any investor in the IPO that I've only published Part 1 of a series to continue. bradmunchen.substack.com/p/why-the-sp...

The pre-IPO valuations for the three AI companies are just insane... the coming months will probably be remembered as peak hype. paulkedrosky.com/the-coming-m... paulkedrosky.com/an-ai-ipo-im...

Interesting take on the recent $TSLA rally! While the market seems to be buying in, Tesla's Valuation score is currently quite low at 6.62, suggesting some underlying concerns about its fair value. https://www.RankedStocks.com

#$TSLA rose by 11% in the 3 days following French prosecutors' raising their xAI probe to a criminal investigation on May 7. Strong sign that $$ is flowing back into Tesla as risks of a cancelation of the SpaceX IPO rise, which could prompt a merger with Tesla. open.substack.com/pub/bradmunc...

“My childhood home is being taken by @GeorgiaPower to supply power to a new data center…” 🤔 They are now seizing people’s homes in Georgia via eminent domain to build power lines for a $17 billion data center. One has been forced into Utah. And xAI in Memphis. And on and on.

Musk walked back his robotaxi plans on the Q1 call. The roll-out timeline is now: "Preparations Underway" vs "1H 2026", before. A look at FSD crash data shows why: 1) FSD injury crashes +3x 2) Fatalities: +2x 3) FSD miles driven: only +1.3x 💀💀💀 bradmunchen.substack.com/p/why-musk-i...

Paywall removed from my SpaceX IPO report, which shows how it'll crush #$TSLA, why it could fail due to its $250B bailout of xAI, & why a 1-for-1 merger with #$TSLA is harder if SpaceX becomes a public company. I'd still be willing to bet that xAI tanks this IPO. open.substack.com/pub/bradmunc...

Musk's first words on the stand are such lies that it's hard not to vomit. "Charity"? Lmao. He's given $7.95 billion to the Musk Foundation, which frequently loses its tax-exempt status for not donating enough. By contrast, MacKenzie Scott has donated over $26 billion so far.

Can Tesla stay solvent as long as its "AI" can't generate cash? Doubtful. Lots to unpack from the #$TSLA Q1 results & call. 🧵 Most importantly, Musk literally said that FSD isn't safe enough yet, & robotaxis would *probably* be material to profits "next year". 1/7

Reupping this @niedermeyer.online @talesftf.bsky.social @bradmunchen.bsky.social @montanaskeptic.bsky.social @mcuban.bsky.social

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...

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-...

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. 🤡🤡🤡

$1.2 trillion ($397/share) of #$TSLA is "robotaxi" hopium, wishing for $2,000/share. 1 ignored flaw: Tesla's FSD on 1 sensor "set" has lost to those with 2+, lifting NHTSA's FSD probe from "PA" to "EA" (kicking tires->moving in). Prelude here: bradmunchen.substack.com/p/why-tesla-...

@alphaville.ft.com links to @keubiko.bsky.social. Congrats, Keubiko, for waking up the financial world. Of course, they would prefer to pretend they're still asleep, as their job is to help plutocrats jam garbage down the throat of baggies. www.ft.com/content/59ad...

Trump is now lying more than Elon Musk on a Tesla earnings call after a bad quarter. #$TSLA

Elon Musk is an imbecile who hires other imbeciles to work for him. Here's one of his DOGE hires getting deposed for security breaches, and more. In any normal country, Musk would be imprisoned. #$TSLA

🚨 BREAKING: Tesla's "Unsupervised Robotaxis" (no safety drivers) were cut from 8 to 4. Only 1 is in service while the others aren't operating. "Supervised Robotaxis", with safety drivers had 14 crashes & are 4x less safe than humans. Why launch the Cybercab if FSD isn't working properly? #$TSLA

Comparing those numbers with the entire human driving population is simply bad analysis. And your apparent dislike of Tesla does not give you the right to spread false or misleading claims.

And the ones that do have drivers are piloted like this: 👇

Why Tesla robotaxis can't go driverless: -4x more likely to crash vs humans -3x more likely to cause an injury crash vs humans -FSD knowingly runs red lights/drives the wrong way -Tesla can't explain why -Regulatory strangle: 1000s of new FSD crashes found open.substack.com/pub/bradmunc...

This is what happens when you indirectly cause oil prices to go up by attacking Iran. 😂 #$TSLA

How to spell corruption... c o r FEDERALAPPEALSCOURT r u p t ELON i o TRUMP n. And that is how you spell FUCK AMERICA :)

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Funny how robotaxi operators with Level 4 autonomy disclose why their cars crashed, what they crashed into, whether it was within their ODD, etc. Tesla, which loudly proclaims to have fully self-driving cars, redacts nearly everything, even which FSD version was in use. 🤡 #$TSLA

If at first you don't succeed, try, try, again. www.bloomberg.com/news/article...

Tesla… Making Edsel the SECOND most famous automotive joke in history