Big $TSLAQ fan! Former owner of S85D. Survivor of the $TSLA burning of the shorts. #TeslaFraudIsBiggerThanWirecardFraud

Geneva, Switzerland
Joined June 2018
The Naked Caller retweeted
Grok says the best estimates show @elonmusk is responsible for at least 500,000 deaths so far and millions over the coming years due to his destruction of USAID.
Replying to @joshrogin
Reliable estimates vary by methodology and assumptions. A July 2025 Lancet study projected over 14 million excess deaths by 2030 (uncertainty 8.5-19.7 million), including 4.5 million children under 5, from an 83% USAID cut, based on historical mortality reductions. Center for Global Development analyses of 2025 spending put annual lives lost at 500,000-1.6 million. Boston University’s Impact Counter estimated 750,000-781,000 deaths in the first year. Actual totals remain uncertain due to disrupted data and other factors.
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I was going to see @alexgibneyfilm ‘s Musk movie today. It has been completely pulled from my state. No theater is showing it. These guys will be taken down this year. $TSLA $SPCX
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The Naked Caller retweeted
Replying to @elonmusk
Hitler was as much of a far-left socialist as you are a democracy-loving humanist.
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No, @elonmusk, the U.S. stopped funding Ukraine last year. In fact, U.S. companies make money on American weapons for which we Europeans pay. The more you meddle in our politics and the more you play politics with your products, the more you damage your brand.
Replying to @elonmusk
And some of that US taxpayer money comes back through multiple laundry machines to fund political campaigns in America, which is why you see some politicians caring more about Ukraine than America!
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The Naked Caller retweeted
$TSLA financial trajectory update through Q3 2026 (more of same): Operating income: 2022 - $13.7 Billion 2023 - $8.9 Billion 2024 - $7.1 Billion 2025 - $4.4 Billion 2026 to Q3 - $2.1 Billion Operating margin: 2022 - 16.8% 2023 - 9.2% 2024 - 7.2% 2025 - 4.4% 2026 to Q3 - 2.7%
$TSLA financial trajectory update through Q2 2026 (the decay continues): Operating income: 2022 - $13.7 Billion 2023 - $8.9 Billion 2024 - $7.1 Billion 2025 - $4.4 Billion 2026 H1 - $1.3 Billion Operating margin: 2022 - 16.8% 2023 - 9.2% 2024 - 7.2% 2025 - 4.4% 2026 H1 - 2.8%
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The Naked Caller retweeted
Conmen try to con. This is like how Musk said how blindingly obvious SolarCity acquisition was for Telsa. Show me a guy who believes GPU values will increase over time and I will show you someone who is too naive to invest in this space. $SPCX $TSLA
From @elonmusk $SPCX earnings call: “Our belief is that the value of compute per watt will increase over time, not decrease. And the reason that for that, I think it should be obvious to people really is that as you improve the AI software, as the models get better and better, they're able to you get more useful intelligence per watt. And the value of that compute is proportionate to the useful intelligence per watt. And that's why you see things like even old computers like H100s renting for more than they rented when they were new. And I think that's likely to continue. I think we're going to face a shortage of superintelligence compute”.
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The Naked Caller retweeted
$SPCX $TSLA Musk's FOMO driven AI buildout seems to be serious trouble: enertuition.substack.com/p/s…
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The Naked Caller retweeted
I'm definitely not anti-achievement and never criticized real achievements, including by Elon. I even own two Teslas. I do expose marketing stunts that, while cool on the surface, are not the achievements they are claimed to be. Compressed air thrusters might give you acceleration boosts in any direction. They might even make your car hover for a couple of seconds if you accept replacing the passenger seat by a 400 liter high-pressure air tank. But they are not a path to actual flying cars. The same way Burt Rutan's SpaceshipOne was never going to be a path to orbital flights (just bunny hops out of the atmosphere). I am anti-Musk when it comes to politics. His political actions, the massive dissemination of disinformation through X and other channels, and his support for authoritarian regimes and racist ideas have the effect of weakening democracy and weakening human decency and social progress around the world.
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The Naked Caller retweeted
Fred is absolutely on the mark here. You really don't know Musk if you don't see that the stunt Roadster is to SpaceX/Tesla merger as Solar Roof was to Tesla/SolarCity merger. $TSLA $SPCX
People are acting like I'm a party pooper here, and that's OK. I've just been around Tesla for a long time. I know what I'm looking at. Again, the stunts are awesome. Truly cool and hard to pull off, but Tesla owes me and many others Roadsters for a decade. Paid in full. Now we get a cool demo they are using to justify pushing deliveries back another 2 years. And we have heard that before. So 2 years is just another maybe. The whole event gave me vibes of Tesla Solar Roof unveiling. That was right before Tesla and SolarCity merged and was used to justify the merger. This looks like the same thing, but for SpaceX, ahead of a proposed merger that I expect will be announced soon. And we all know what happened to the Tesla Solar Roof.
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The Naked Caller retweeted
Fred is absolutely on the mark here. You really don't know Musk if you don't see that the stunt Roadster is to SpaceX/Tesla merger as Solar Roof was to Tesla/SolarCity merger.
People are acting like I'm a party pooper here, and that's OK. I've just been around Tesla for a long time. I know what I'm looking at. Again, the stunts are awesome. Truly cool and hard to pull off, but Tesla owes me and many others Roadsters for a decade. Paid in full. Now we get a cool demo they are using to justify pushing deliveries back another 2 years. And we have heard that before. So 2 years is just another maybe. The whole event gave me vibes of Tesla Solar Roof unveiling. That was right before Tesla and SolarCity merged and was used to justify the merger. This looks like the same thing, but for SpaceX, ahead of a proposed merger that I expect will be announced soon. And we all know what happened to the Tesla Solar Roof.
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The Naked Caller retweeted
It's time for the US to get a new president.
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The Naked Caller retweeted
Another way to think about Trump announcement today: If he increased US diesel imports from Canada by 4%, he would gain as much fuel as from this Russia deal. But the Canadians are global super-villains, so who wants to buy from them when you could enrich Putin instead?
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The Naked Caller retweeted
OUCH! SpaceX’s credit-risk gauge hits a fresh record amid reports of new borrowing. CDS pricing implies a roughly 15% probability of default by end-2031, assuming a 40% recovery rate. bloomberg.com/news/articles/…
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« Flaming pile » is a very accurate way to describe *all* of $SPCX. For now, the more flames, the more the fanboys are willing to pay for it!
Replying to @FundaAI
It checks as SpaceX does not need much capacity for inference. Outside of Elon fanboys and Twitterati, not many will use Grok. A few hundred MW for non-training related inference could be more than sufficient. A flaming pile of SpaceX capacity is probably what we are looking at.
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So @TroyTeslike is alive. But he chose not to publish same content on his Patreon, which is sure to further alienate his paying subscribers. For some reason, Troy feels he can no longer monetize publication of the slowly deteriorating $TSLA numbers. Too much backlash?
Replying to @TroyTeslike
The actual numbers are in. Production was much lower and deliveries were much higher than I expected. The inventory drawdown was 22,141 units in Q3, following a similarly high 28,368 units in Q2. Tesla reduced its inventory by 50,509 units over the last two quarters.
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Note how $TSLA has released working capital two quarters in a row, with no indication of any major development of a new model or model upgrade. His is the resulting cash being used? Desperately FOMO buying GPU from Jensen Huang?
I've been saying for a while now - $TSLA has a production issue. It just hasn't been able to push out more vehicles, even if demand is near the 500,000 quarterly rate.
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The Naked Caller retweeted
What is likely happening here is that Elon is likely trying to get a lot of concessions and investments from @Intel for the terafab and @LipBuTan1 is likely pushing back. If so, this is correct. It would be very unwise for Intel to invest much risk money on Musk.
Replying to @wholemars
Just discussions, but something may come of it
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The Naked Caller retweeted
$TSLA $SPCX Gullible should look at the history of Elon ramp claims to get a clue that the man is pushing nonsense as usual. Optimus is as close to a ZERO as one gets. Other than pumping stock and stealing money from the gullible, it has no value.
Sources: Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints (The Information) (Visit Techmeme dot com for the link and full context!)
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Troy @TroyTeslike has gone totally silent on his social media and Patreon, through which he monetized his $TSLA deliveries and inventory research. He has not even followed the fanboyz over to the $SPCX grift. Hope he is doing better than $TSLA!
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Qualitative update on $TSLA deliveries and inventory in the 6 European countries with daily updates: 🔹Q3 caught up with Q2 🔹But product mix deteriorated 🔹Market share did not improve 🔹Shanghai plant retains priority over GigaBerlin. In more details: 1/6
Continuing poor data warrants another update on $TSLA deliveries and inventory in Europe. We start with the Model 3, which is still only produced in Shanghai, China. Finally, a first boat seems to have unloaded in Spain. 1/8
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Deliveries in China (local sales only) in Q3 are reportedly down significantly from Q2 and from 2025-Q3. The shift in mix in Europe from Model Y to Model 3 can therefore also be an indication that Tesla favors Shanghai over Berlin in terms of capacity utilization. 5/6
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Final Q3 numbers for the 6 European countries with daily registration data should be available by next weekend, and by end of next week for all European countries. No miracle will happen. Competition will keep eating away at the Tesla brand. $TSLAQ 6/6
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