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BradMunchen
1/ $QS is +20% b/c $MS Adam Jonas initiated coverage w/ a BUY today. Read his repot. It was stupid:-Not 1 word re: Toyota/Pana's solid-state batteries (SSB)-Not 1 word mentioned
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1/ $MSTR $TSLA$MSTR is a zombie dotcom fraud w/ crap earnings (chart). It's lit now b/c it bought tons of Bitcoin & just issued a $600m CB to buy more.$BTC/equity
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1/ $TSLA Model Y seeing production issues in China. -Orders after Jan-4th won't be delivered till May/Jun-Orders in May won't see delivery till Oct-Big EV demand now b/c license regs
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1/ News of $TSLA buying $BTC came out 40 min after some inglorious news from China emerged regarding Tesla quality problems. *Five* govt agencies warned Tesla's top brass about mounting
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1/ $TSLA truth vs Reality$TSLA: operating margin of 5.4% in Q4Reality: Ex-ZEV credit OP margin of 1.4%--industry lowSBC shouldn't be excluded. You paid it. Shareholders lost.$TSLAQ 2/ $TSLA truth vs
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1/ The Street sees Tesla's Model 3 sales growing +17% to 406K this year. In 2020, ex-China, the Model 3 fell by 18% YoY. The MIC M3 was Tesla's savior
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1/ $TSLA board member @hiromichimizuno is called out for possibly being fraudulent in Japan.Mizuno helped prevent the ouster of a bad CEO at Toshiba by persuading Harvard to *not* use
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1/ $GS, "the great vampire squid wrapped around the face of humanity," now says $TSLA is worth $740BN, or 3.5x the value of Toyota (whose CEO was never charged for
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