Motorhead (@BradMunchen) / X

Motorhead

82.6K posts

Motorhead

@BradMunchen

Automotive long/short & Tesla skeptic. More in-depth, weekly updates on Tesla & its automotive rivals can be found here: bradmunchen.substack.com

Noosa

tesladeaths.com

Joined September 2018

Pinned
Motorhead
@BradMunchen
Jun 2
This is still one of my highest-conviction write-ups on what the SpaceX IPO is about & how it'll weigh on $TSLA bc retail is 40% of total shares. $SPCE S-1 sheds more shade. The Apollo GPU lease-back alone absorbs most of the $75B of IPO proceeds. bradmunchen.substack.com/p/spacex-ipo-i…
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Motorhead
@BradMunchen
Feb 20, 2023
Imagine the head of the China Passenger Car Association saying this about your company. $TSLA chinadaily.com.cn/a/202302/20/WS…
3.1M
Motorhead
@BradMunchen
Mar 20, 2025
If you're committing financial fraud, the last thing you need is Dan McCrum poking holes in your financial statements. He brought down WireCard. He's now becoming intrigued by $TSLA and its dodgy numbers. This article raised eyebrows & he's kicking the right tires. 🍿
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Motorhead
@BradMunchen
Apr 20, 2024
Things I wish I had said. $TSLA
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Motorhead
@BradMunchen
Mar 18, 2025
Biggest flop in the auto industry since the Pontiac Aztek. $TSLA
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Motorhead
@BradMunchen
Jul 12, 2024
UBS downgrades $TSLA to Sell. PT = $197 Joseph Spack of UBS is considered as one of the most knowledgeable auto analysts on the Street (1/2 of his rivals are Tech or Energy analysts). This report is well-timed. Lots to unpack, so here's a 🧵on the main parts: 1/13
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Motorhead
@BradMunchen
Jun 23, 2025
Every safety driver in a Tesla Robotaxi yesterday had their hand on that button. Let's call it a "kill switch", which means that even Tesla doesn't 💯 trust FSD. $TSLA
00:00
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Motorhead
@BradMunchen
Jul 22, 2024
Winnie the Pooh memes are banned in China because they're an insult to Xi Jinping who some say looks like Pooh. China is where $TSLA built its most profitable factory, which generated 70% of global profits in 2023. One must be on drugs to tweet something this reckless.
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Motorhead
@BradMunchen
Jul 23, 2025
Elon Musk on the Q2 Earnings Call: "We will have robotaxis for half of the US population by year end [in 5 months]". You can smell the desperation. $TSLA 🤡🤡🤡
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Motorhead
@BradMunchen
Jun 23, 2025
Tesla "robotaxi" launch day in Austin. This is the only video you need to see, in case it gets deleted. Watch the Tesla try to turn where it's not supposed to at around 18 seconds into the video. $TSLA
00:00
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Motorhead
@BradMunchen
Dec 27, 2022
The closer $TSLA gets to $100, the higher the chances of a margin call on Musk's 89 million shares pledged to (mostly) $MS. And they don't give a shit about being over 20% of ADV. $TSLA
GIF
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Motorhead
@BradMunchen
Mar 6, 2025
It's now official: the Tesla Cybertruck is a flop. Incentives on a new model just 14 months after launch is proof of a product planning misstep. In this case, Musk overestimated the US population of incels. 😂 $TSLA
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Motorhead
@BradMunchen
Jan 3, 2023
Haven't seen anything this horrific since 2009. $TSLA
429K
Motorhead
@BradMunchen
Mar 21, 2025
He knows $TSLA is facing bankruptcy. No carmaker without new models has ever survived this kind of brand damage.
Nothing To See Here
@TylerHardt
Mar 21, 2025
Elon Musk to @Tesla employees. The Board has unloaded all their shares, so you, the employees need to be the bagholders. @BradMunchen $TSLA $TSLAQ
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