Auto industry expert here to shitpost about Musk, Tesla & other frauds. More serious industry analysis can be found here: https://bradmunchen.substack.com/
Motorhead
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Making chips isn't cheap, & it's much harder than making bad 4680 battery cells.
Yet Musk just started spinning his "Terafab" story in full force to keep investors' eyes off his mounting failures (FSD, xAI, & Optimus), & to form an excuse for $TSLA to finance.
open.substack.com/pub/bradmunc...
Saw Michigan ad this weekend offering Musk's "Starlink Internet Services"! Costs between $80-$120 per month & upfront equipment costs approx $350 w/option to rent or purchase hardware. SpaceX has REC'D over $22 BILLION in GOVT GRANTS since 2008! $885 MILLION to Starlink! WANTS US TO PAY TWICE! NOPE!
🔥 THE FBI DIRECTOR GOT HACKED. BY IRAN. FROM IRAN. AND NOW HE’S OFFERING $10 MILLION TO CATCH THEM. IN IRAN. LOL.
open.substack.com/pub/deanblun...
The quality of Tesla's earnings in 2025 was its worst (blue = real profits, red = regulatory credits): 85% of operating profit came from taxpayers (regulatory credits), 80% of which Americans provided.
$TSLA
Fun fact: 17% of retail $TSLA holders voted "Against" Musk's 2025 CEO Performance Award last November.
If they all sold at once to buy into SpaceX's IPO:
1) It's 6% of Tesla's shares outstanding.
2) And 4 days of Tesla's 30-day avg trading volume.
