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EnerTuition
@EnerTuition
Skeptic honed in seeing through IB and management BS. Writing about AI, CPUs, GPUs, Solar, BEVs, Autonomous driving, etc. Tag me on anything related.
enertuition.bsky.social
Joined October 2017
Posts
  • Pinned
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    Beyond The Hype - the rare against-the-grain technology stock analysis service – is now exclusively on substack. Here is a preview of the type of content you can expect (much free content as you scroll down):
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    $TSLA The Tesla engineer's deposition means that @elonmusk and @Tesla were selling a product before even the demo was working - all the while claiming that they had a working demo. This is fraud. Theranos' Elizabeth Holmes and Nikola's Trevor Milton went to jail for far less.
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    Good job @AMD @LisaSu @AMDInstinct @Oracle on its earnings call: "In Q3, we signed a multibillion dollar contract with AMD to build a cluster of 30,000 of their latest MI355x GPUs." $AMD $ORCL
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    $TSLA I am amused by people thinking that Andrej Karpathy leaving @Tesla is somehow a big deal. It is verifiably not. @elonmusk FSD goal was a fraud from the beginning. It is technically not achievable. Anyone leading such an effort is clueless or a co-conspirator.
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    So, @ElonMusk says he is done selling $TSLA for now. The stock shoots up and he sells more? Amazing what crap frauds pull if the regulators are asleep.
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    $TSLA DISCLOSURE: After years of talking Tesla, I have finally gone short Tesla. I think the time has come. I will make my views public in the coming days on what caused me to break my "long only" philosophy.
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    $TSLA Solid LA times article with a great question at the end: "everyone else who thought about it even for a moment knew it wouldn’t work. The question remains: If Elon Musk is such a visionary, how come he didn’t know that before everyone else?"
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    $TSLA What public company CEO routinely sends material info to "all employees" knowing fully well it will be leaked? @elonmusk is showing @SEC_Enforcement why it is unfit to be a regulatory and watchdog agency.
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    Replying to @alexeheath
    It quite amuses me that there are people out there who consider this guy a genius. He does not have competence in even a single field that I have some knowledge about. But then again, this is not the first time the world has considered a promoter to be a doer or a genius.
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    $TSLA Think sanity is returning to Tesla? Consider that $INTC fell ~10% on 3% guidance hit for 2019. @Tesla barely fell 10% in 2 days after decimation of business model and a pivot to new profitless business model. There is no sanity here until the stock in low double digits.
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    $TSLA Frankly, any analyst who pumped Tesla is unfit to be an analyst. I have rarely seen a Company with so many red flags. If an analyst can't see this many things wrong then what can he/she see? These analysts are a disgrace to investment community.
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    $TLRY It is shame that Nasdaq permits this kind of nonsese. This is a sad commentary on capital markets. This is not the first time such thinly traded stock is being exploited either. Regulators should be ashamed.
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    $TSLA board is in deep doodoo. Its CEO is tweeting and writing to employees about a deal that does not exist or at best half baked. A strong case can be made that the board is negligent & cuplable for damages because of its inaction or limited action. D&O ain't covering this sh*t
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    $TSLA now tops yet another unreliable car list.