iiinova — where your digital self keeps evolving

Motorhead @bradmunchen.bsky.social · 19/09/2026

The Pentagon uses SpaceX's Grok for supply chain management, as SecDef Pete Hegseth did Musk a solid last year by giving Grok a $200 million contract. Anyone who still thinks Elon Musk is a "genius" needs to seek mental help. $SPCX $TSLA

4429

Motorhead @bradmunchen.bsky.social · 03/09/2026

This will tank Tesla sales in the US in 2027. Musk is more hated than Trump, so this documentary could be the nail in the coffin. The epic Model S & X are gone because Musk was too lazy to renew them. Carmakers with no new model pipelines tend to die (look at Nissan). $TSLA

3222

Motorhead @bradmunchen.bsky.social · 03/09/2026

This is the level of English of the person hired by Tesla to run its most important Twitter account, after Musk's. The brain drain at Tesla is immense. $TSLA

3161

Motorhead @bradmunchen.bsky.social · 03/09/2026

Musk is toxic. Tesla will have trouble selling their old, stale 1.5 models in the US. $TSLA

2151

Motorhead @bradmunchen.bsky.social · 16/08/2026

How to get banned from Twitter by Elon Musk.

2165

Motorhead @bradmunchen.bsky.social · 15/08/2026

Many think Elon Musk is a "genius" or the "Edison of our time" (as HF manager Dan Loeb referred to him 😂). This is due to Musk's skill of sounding like an expert on things he knows little about (it's why he's a great liar). Listen to Musk get destroyed when an expert smells his bullshit. $TSLA

3294

Motorhead @bradmunchen.bsky.social · 12/08/2026

They're so desperate that they're going after grandmas who shouldn't be driving, and now, people with physical disabilities. It's so cringe, but will likely be yet another piece of evidence for many FSD class actions that will come home to roost. $TSLA

9262

Motorhead @bradmunchen.bsky.social · 11/08/2026

Many Tesla FSD crashes have similarities: here's an FSD crash cluster where Tesla left blank the Precrash Speed of the Tesla, as well as the posted speed limit. Note: 1) 1/3 of the crashes were fatal 2) A string of crashes from Jan-Oct 2022 3) 58% redactions on whether ADAS was on/off

0153

Motorhead @bradmunchen.bsky.social · 10/08/2026

Here's the data from NHTSA, to whom Tesla reports its FSD crash data. I also found it hard to believe. The fact that the airbag was deployed could've meant it was slowing down abruptly.

110

Motorhead @bradmunchen.bsky.social · 10/08/2026

STRANGEST FSD FATAL CRASH NHTSA ID: 13781-11318 Date: July 2025 Precrash Speed: 4 mph Airbags: Deployed Crashed With: Unknown Road Type: Unknown Tesla Contact Area: Unknown Telematics Data On Hand: Yes EDR Data On Hand: Yes Why so many Unknowns with a 4-mph fatal crash? $TSLA

1133

Motorhead @bradmunchen.bsky.social · 31/07/2026

This is why Job #1 for the Dems must be to overturn Citizens United immediately. It's caused enough problems for an eternity.

1326

Motorhead @bradmunchen.bsky.social · 31/07/2026

Tesla proudly tweets about having produced its 10 millionth car only 6 years after its 1 millionth, something Toyota does every 10 months. This is how starved Tesla is for any grain of positive news. $TSLA

4334

Motorhead @bradmunchen.bsky.social · 29/07/2026

I wonder how many senior Dems in Congress have seen this exchange between the 2 Musk brothers, where the dumber one admits they were illegal immigrants in the US when they received seed money. $TSLA

94421

Motorhead @bradmunchen.bsky.social · 26/07/2026

My hedge fund colleagues and I had a term for brokers as stupid as this person: "Dangerous Idiots". They sound more intelligent than average, but can lose you tons of money if you follow their advice. @teslaboomermama09.bsky.social $TSLA

4254

Motorhead @bradmunchen.bsky.social · 24/07/2026

The Musk fluffers got their Cybercab talking points, now 3 months in production without 1 paid ride or 1 sale to a customer. This epic waste of R&D and development time is proof that Musk is not a genius, but a moron. The $25K Model 2 could've sold like hot cakes by now. $TSLA

4283

Motorhead @bradmunchen.bsky.social · 23/07/2026

Anyone who still believes that Tesla is on the "cusp", or even a year away, from scaling a driverless ride-hailing service, take a look at this from Tampa, FL yesterday. $TSLA $TSLAQ

1423665

Motorhead @bradmunchen.bsky.social · 22/07/2026

Great takedown of Elon Musk's image as a "genius", which is a total misconception. $TSLA is -16% YTD vs the Nasdaq's +15%, while $SPCX is now one of the most disappointing IPOs on record. People are realizing how full of shit Musk is with all of this "Robotaxi" & "orbital data center" hype.

15515

Motorhead @bradmunchen.bsky.social · 20/07/2026

Wrong again. Tesla FSD (with human supervision) has a higher incidents per million miles (IPMM) for fatal crashes than human luxury car drivers in the US. You're spewing out total BS without even knowing the statistics.

140

Motorhead @bradmunchen.bsky.social · 20/07/2026

Tesla FSD has more fatal IPMMs than US luxury car drivers (the proper benchmark). And despite human supervision, FSD has more IPMMs with Serious Injury or Worse crashes, and airbag-deployed crashes. Waymo has 0 at-fault fatalities and 96% fewer Serious Injury or Worse crashes.

141

Motorhead @bradmunchen.bsky.social · 20/07/2026

Actually, human drivers are 3.5x safer than a Robotaxi with human safety monitors.

041

Motorhead @bradmunchen.bsky.social · 19/07/2026

Presented without comment. $TSLA

75612

Motorhead @bradmunchen.bsky.social · 19/07/2026

It's worse than Cybertruck, as no one can buy these.

2110

Motorhead @bradmunchen.bsky.social · 19/07/2026

They've had 22 crashes *with* safety drivers in only 12 months, including: 1) 2 minor injuries (1 hospitalized) 2) 18 property damages 3) 12 at-fault crashes (55% of total) 4) 3 tow-aways Human drivers are 3.5x safer. This is history's most elaborate dog-and-pony show. $TSLA

43475115

Motorhead @bradmunchen.bsky.social · 14/07/2026

Of the 3,529 incidents Tesla has filed to date with NHTSA, the word "Unknown" is used 12,835 times, on top of 1000s of redactions. This also raises serious questions about NHTSA's oversight. If FSD Supervised is 7x safer than humans, as Tesla claims, what do they have to hide? 4/4 $TSLA

0151

Motorhead @bradmunchen.bsky.social · 14/07/2026

In the 24 cases below with pre-crash speed redacted: 14 deaths & 8 serious injuries. In 16 of these, Tesla claimed no telematics/EDR data available. A jury ruled Tesla pay $243M for wrongful death in 2026, after finding Tesla had crash data they initially said was deleted. 3/4 $TSLA

1121

Motorhead @bradmunchen.bsky.social · 14/07/2026

93% of ADAS crashes filed by Tesla have the injury severity fields marked as "unknown", vs Waymo at only 1.5%. In the 22 crashes below, with 100% of crash partners redacted, only 4 injuries are disclosed. These were all likely crashes where a Tesla plowed into parked/stopped cars. 2/4 $TSLA

180

Motorhead @bradmunchen.bsky.social · 11/07/2026

I've never seen the ball-gargling cult of Musk in as much raging disbelief until China showed they too can land rockets, most likely at lower costs. 😂 Needless to say, the $28.5 trillion "TAM" that SpaceX mentioned in their IPO docs is about to get carved up. Time to redo your DCFs. $SPCX $TSLA

128827

Motorhead @bradmunchen.bsky.social · 11/07/2026

The cult of Elon Musk is on a level of stupidity and pettiness that most rational human beings can't comprehend. $SPCX $TSLA

03410

Motorhead @bradmunchen.bsky.social · 10/07/2026

A few weeks after this lame pump, Tesla settled out of court with the family of a pedestrian killed by a Model Y on FSD that couldn't see her because of the sun's glare. $TSLA

1388

Motorhead @bradmunchen.bsky.social · 30/06/2026

Since Musk defanged NHTSA's reporting rules for Autopilot/FSD crashes, you can't assess "Serious or Worse Injury" crashes anymore, which Waymo reports (92% of Tesla's crashes say "Unknown"). This is straight-up fraud to hide FSD deaths, as 97% of Tesla's crashes have airbag deployment. $TSLA

24815

Motorhead @bradmunchen.bsky.social · 24/06/2026

Musk nixed the $25K "Model 2" in 2023, opting instead for the Cybercab, which has no steering wheel or pedals. The Cybercab has no buyers, while the Jeff Bezos-backed "Slate" at $25K will have many in Q4. Given EV affordability issues, Bezos could seriously damage Tesla's US sales. $TSLA

2212

Motorhead @bradmunchen.bsky.social · 18/06/2026

When you ask for evidence of how Musk profited from his $290 million donation to Trump's 2024 bid for the presidency, it's pretty unsettling. $TSLA $SPCX

14115

Motorhead @bradmunchen.bsky.social · 18/06/2026

Have you ever had a wet dream about Elon?

040

Motorhead @bradmunchen.bsky.social · 10/06/2026

If it goes through, this will be history's most fraudulent IPO: $GOOG says they'll rent $920M worth of xAI's idle GPUs just 1 week pre-IPO. Why? $GOOG doesn't need GPUs from xAI. 😂 They do need exit liquidity, though, as they own 5% of SpaceX, with a 17,900% Return on Investment $TSLA $SPCX 2/2

3245

Motorhead @bradmunchen.bsky.social · 08/06/2026

Guess what: none of them are Tesla Semis. 🤣 $TSLA www.wsj.com/business/log...

117214

Motorhead @bradmunchen.bsky.social · 08/06/2026

Andrew Ross Sorkin is the most overpaid & overvalued financial journalist on Wall Street. This morning, he said that SpaceX could use its "high share price" to acquire Tesla. The only thing that SpaceX will use its "high share price" for is to finance xAI's capex. $TSLA SPCX

9395

Motorhead @bradmunchen.bsky.social · 08/06/2026

In the SpaceX S-1 for US investors and its recently published prospectus for EU investors, there's not a single mention of this. Not one. There's a major class action in the US, and mounting probes in the UK, Ireland, and the Netherlands. Link to CNBC's story here: www.cnbc.com/2026/05/07/f...

611332

Motorhead @bradmunchen.bsky.social · 05/06/2026

Did Fidelity do anything like this 5 days before Facebook's IPO in 2012? Did Facebook allocate 30% of its IPO to retail investors & lower the minimum investment level from $500K to $2K 5 days before the IPO back then? Asking for a friend. $SPCX $TSLA $META

248529

Motorhead @bradmunchen.bsky.social · 01/06/2026

The SpaceX IPO is the most overhyped stock market event in history: 1) The "passive squeeze" is a 1-day event of ~$35B on Day 5 (FTSE & VTI), and $50B (NDX) on Day 15. $TSLA trades $60B/day on average. 2) It may not even happen if France does something really funny (put a Red Notice on Musk).

56216

Motorhead @bradmunchen.bsky.social · 28/04/2026

Musk's first words on the stand are such lies that it's hard not to vomit. "Charity"? Lmao. He's given $7.95 billion to the Musk Foundation, which frequently loses its tax-exempt status for not donating enough. By contrast, MacKenzie Scott has donated over $26 billion so far.

05515

Motorhead @bradmunchen.bsky.social · 23/04/2026

The next Tesla catalyst is June's SpaceX IPO. $TSLA has the highest level of retail investors vs others, which is why it'll get sold off: 5yr returns on $TSLA are lower than the S&P 500 & the Nasdaq 100. Retail will gladly swap into SpaceX if given the allocation. 6/7

390

Motorhead @bradmunchen.bsky.social · 23/04/2026

$TSLA is worth 38% more than the Top 15 car/EV makers in the world, while they produce over 40x the vehicles that Tesla does per annum. Valuations didn't matter for $TSLA but they will, once retail investors realize they're bag holders. $TSLA should be worth $26/share. 5/7

271

Motorhead @bradmunchen.bsky.social · 23/04/2026

$TSLA also faces huge legal risks from Musk saying that FSD "HW3 simply does not have the capability to achieve unsupervised FSD". It's worse: Tesla removed redundant ECUs during the chip shortage from all cars shipped to regions with low FSD take rates (see table below). 4/7

260

Motorhead @bradmunchen.bsky.social · 23/04/2026

Can Tesla stay solvent as long as its "AI" can't generate cash? Doubtful. Lots to unpack from the $TSLA Q1 results & call. 🧵 Most importantly, Musk literally said that FSD isn't safe enough yet, & robotaxis would *probably* be material to profits "next year". 1/7

3334

Motorhead @bradmunchen.bsky.social · 15/04/2026

CSAM lawsuits against xAI from 12 jurisdictions worldwide are a small price to pay for SpaceX investors, as it's for the sake of orbital data centers. $TSLA www.nbcnews.com/tech/tech-ne...

1811436

Motorhead @bradmunchen.bsky.social · 13/04/2026

This is Tesla, pathetically desperate, while Musk can't pump the stock during SpaceX's "secret IPO" procedures. After one look, I couldn't read it.

0323