$TSLA earnings out. Brutal losses across the board. Can't see how Elon sticks with DOGE while Tesla is burning like this.

Next earnings will likely be even worse..

Elon is out at DOGE. Tomorrow's headline is $399 million in income from operations, which is only positive because of expiring $595 million credits from governments.

I would bet those credits won't ever renew (e.g. Canada clawing back $30.11 million), and then we'll see FCF fall by a few hundo million Q1 2026.

Oof.

“out at DOGE”

I have a bridge to sell you too. :)

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

lol, ok yes press knows best

same press said biden was sharp as a tack

Today is his last day fyi.

https://www.thedailybeast.com/elon-musk-has-already-packed-up-and-left-the-white-house/

I heard Steve Davis has been running it for the last couple weeks solo.