BuildWithBytes

I spent the last year building the tool I wish I had as an investor. An AI system that analyzes a stock the way I actually think: valuation, fundamentals, sentiment, technicals, risk, all in one place. This is AlphaCrew. @AlphaCrew_AI

$BTC does not care what @Jason or @davelee feel, or anyone for that matter!

Lets stick it to @sama

Europe’s finest innovation has arrived to Canada. 🇨🇦🇪🇺😂

Sounds like anti-competitive behaviour.

Hard to believe $META is in the Mag7

How is the ass licking going????

Would make the story more fun if parents give him a larger percentage of the house, just to teach you a lesson to mind your business and not be entitled!!!

Elon may still be right. FSD could work. Robotaxi could be enormous. Optimus could become Tesla’s biggest business. Tesla could still be worth multiples of today. But shareholders shouldn’t have needed this much pain. The destination may be right. The path wasn’t.

This is what I keep coming back to: $TSLA never had to choose between cars and AI. The logical path was: Scale auto aggressively expand Energy build FSD build Robotaxi build Optimus Tesla had the capital, brand and talent to pursue BOTH paths.

Other execution misses: • Semi delayed for years • 4680 taking much longer than expected • Dojo strategy changing • repeated strategic pivots None alone breaks the thesis. Together they show how much execution capacity was consumed while auto growth slowed.

Tesla then used price cuts to support demand. Lower prices aren’t inherently bad if they unlock another huge volume curve. But shareholders ended up getting: lower prices + lower margins + eventually lower annual deliveries. That’s not the trade we expected.

Politics was another massive unforced error. I don’t care whether someone agrees with Elon politically. Tesla’s CEO should make people on BOTH sides want to buy Teslas. Turning the CEO into a political identity created downside with little shareholder upside.

Then came Twitter/X. Tens of billions of Tesla stock sold around the acquisition + a massive amount of Elon’s attention diverted elsewhere. This happened exactly when Tesla needed maximum focus on new products, China, margins and competition.

One of my biggest issues as a shareholder is xAI $SPCX Tesla shareholders repeatedly backed Elon because he was seen as critical to Tesla becoming an AI/robotics company. Yet one of Elon’s biggest AI ventures was built outside Tesla. That’s hard to reconcile.

FSD is different. I think the technology is becoming impressive. The mistake was years of telling shareholders autonomy was basically around the corner. When timelines slip enough times, even real breakthroughs get discounted. Tesla now has an “Elon timeline discount.”