Tesla isn’t a company
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Tesla isn’t a company.
It’s a cult dressed up as a car manufacturer.
A $1T payout to Elon Musk only makes sense if you believe $TSLA must 20x from here. That’s the level of delusion required. Meanwhile, GM earns 3.6x Tesla’s EPS and trades at a P/E of 13.14. Tesla? 307.52. You need a pilgrimage, not a calculator, to justify that.
And let’s be clear: stripping ONE BILLION DOLLARS out of Tesla isn’t “aligning incentives”. It’s a heist.
A straight-up drain of shareholder futures dressed up as destiny.
Then the believers appear:
“But robots!”
“But driverless cars!”
“But AI!”
Sure. Add faeries. Add unicorns. Add rainbows firing laser beams into balance sheets. These projects contribute almost nothing to Tesla’s bottom line. They’re narrative props. Not revenue streams.
I’ve beaten this drum for years. If there is one stock I’d short without blinking, it’s Tesla. But people keep shovelling cash into this overvalued furnace and treating Musk like the chosen one.
So let me stop waiting and ask directly:
Tesla holders—when are you getting out?
https://www.bbc.com/news/articles/cwyk6kvyxvzo -
Tesla isn’t a company.
It’s a cult dressed up as a car manufacturer.
A $1T payout to Elon Musk only makes sense if you believe $TSLA must 20x from here. That’s the level of delusion required. Meanwhile, GM earns 3.6x Tesla’s EPS and trades at a P/E of 13.14. Tesla? 307.52. You need a pilgrimage, not a calculator, to justify that.
And let’s be clear: stripping ONE BILLION DOLLARS out of Tesla isn’t “aligning incentives”. It’s a heist.
A straight-up drain of shareholder futures dressed up as destiny.
Then the believers appear:
“But robots!”
“But driverless cars!”
“But AI!”
Sure. Add faeries. Add unicorns. Add rainbows firing laser beams into balance sheets. These projects contribute almost nothing to Tesla’s bottom line. They’re narrative props. Not revenue streams.
I’ve beaten this drum for years. If there is one stock I’d short without blinking, it’s Tesla. But people keep shovelling cash into this overvalued furnace and treating Musk like the chosen one.
So let me stop waiting and ask directly:
Tesla holders—when are you getting out?
https://www.bbc.com/news/articles/cwyk6kvyxvzo@atomicpoet If the inevitable crash also happens to bring down all the other car manufacturers *as well*, it might be worth it.
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@atomicpoet If the inevitable crash also happens to bring down all the other car manufacturers *as well*, it might be worth it.
日本語まあまあ Nothing is ever inevitable. Certainty is a grift.
