Motorhead
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bradmunchen.bsky.social
Motorhead
@bradmunchen.bsky.social
Auto industry expert here to shitpost about Musk, Tesla & other frauds. More serious industry analysis can be found here: https://bradmunchen.substack.com/
Musk is the embodiment of fraud, and any institutions that have a list of "sin stocks" that they can't invest in should have every Musk business on that list.

SpaceX is his last grift. And it'll be hilarious if the demand were so low that its IPO price got marked down.
February 5, 2026 at 9:56 PM
Musk tried to downplay his 1,700+ emails in the Epstein files by gaslighting emails from the founders of Netflix and Microsoft.

Jmail did a great job of curating the most likely smoking gun of Musk having partaken in Epstein's "underage debauchery".

H/T: (@) nurunnisaRa on Twitter.
February 5, 2026 at 6:01 PM
He's aiming for a $1.5 trillion valuation in SpaceX's IPO, or 11x guided revenues of $137BN in 2030, or 621% growth over 2025's $19BN.

He's on his last grift.

This Jun-24 WSJ scoop is even more pertinent now, after the emails with Musk in the Epstein files came out.

www.wsj.com/business/elo...
Exclusive | Elon Musk’s Boundary-Blurring Relationships With Women at SpaceX
The billionaire founder had sex with an employee and a former intern, and asked a woman at his company to have his babies
www.wsj.com
February 5, 2026 at 4:58 PM
Reposted by Motorhead
February 5, 2026 at 11:54 AM
I always knew there was no way Musk would make it in DC politics.

This is Musk at the March 2025 State of the Union. Richest man in the world, and no one wants to talk to him.

12 weeks later, he was unceremoniously shown the door at the White House.

#$TSLA
February 5, 2026 at 11:53 AM
Reposted by Motorhead
Impressive gymnastics from Canaccord on MSTR. A double pivot and finish still facing the same direction.
February 4, 2026 at 2:05 PM
Why I'm shorting any mention of "SpaceX" or "xAI" in the same sentence as #$TSLA from here on.

We've seen this movie before, and it didn't end well.

He's also fatter now.

#$TSLA

Link: bradmunchen.substack.com/p/elon-musk-...
Elon Musk: When in Doubt, Lie and Merge
Why is there talk of a Tesla + SpaceX + xAI 3-way merger now? Because Musk knows that Tesla & xAI are looking into the abyss.
bradmunchen.substack.com
February 3, 2026 at 6:10 PM
Reposted by Motorhead
Deposition of a big JP Morgan banker:

Q. Earlier you testified that Jeffrey Epstein referred a number of clients to JPMorgan over the years. Is that correct?
A. That's correct.
Q. And among these clients are...
Q. Kimbal Musk?
A. I didn't know Kimbal Musk.
Q. Elon Musk?
A. Yes.

$TSLA $TSLAQ
January 31, 2026 at 5:36 PM
This is the most damning exchange between Epstein and Musk, and the closest proof that Musk is also a pedo.
January 31, 2026 at 1:42 PM
Reposted by Motorhead
I hope they ask Leavitt about each piece of evidence separately, and in full detail, every day there’s left in the admin.

Just bring a new one every day and ask the same questions. “Can you explain this?”

Then “Why are there just so many of these over so many years”.
I wonder if #$TSLA investors are okay with this revelation in the files released yesterday.

I'm sure the Musk fluffers don't care, but I'm wondering how pension funds, sovereign wealth funds, etc. can stay invested after this.

2/2
January 31, 2026 at 12:36 PM
Epstein brought 3 girls to meet Musk at SpaceX. If you're not a US citizen, you need to show your passport when entering SpaceX (LEFT).

The fact that the 3 girls had to show their passports (RIGHT) implies that (a) they were foreigners, or (b) they were underage without gov't IDs.

1/2

#$TSLA
January 31, 2026 at 11:54 AM
Tesla pretty much warned of 2026 cash burn & a cap raise, as funding for its capex in excess of $20 billion (146% YoY) is already being planned by their banks.

Musk's plans for a "TeraFab" should lead to an extra $60 billion through 2028.

#$TSLA

bradmunchen.substack.com/p/tesla-q4-2...
Tesla Q4 2025 Results: 2026 Cash Burn All But Confirmed
While Q4 2025 EPS beat by 25%, guidance of over $20 billion in 2026 capex assures huge cash burn if carried out.
bradmunchen.substack.com
January 29, 2026 at 4:24 PM
Tesla's Q4 results tomorrow should be bad. Consensus estimates are way "out to lunch", especially on 2026 outlook.

There won't be any "driverless robotaxis" for the general public in 2026, which means that potential losses could tank the stock.

#$TSLA

bradmunchen.substack.com/p/tesla-q4-2...
Tesla Q4 2025 Earnings Preview: 33% EPS Miss
While my estimates might be too bearish, consensus estimates are way too bullish.
bradmunchen.substack.com
January 27, 2026 at 7:42 PM
Tesla doing what Musk does best: lying.

#$TSLA
January 23, 2026 at 2:33 PM
The Realization™.

#$TSLA
January 21, 2026 at 8:06 PM
Corruption has been his forté ever since he displaced the founder and CEO of Tesla in 2007.

#$TSLA

www.washingtonpost.com/politics/202...
Trump administration admits DOGE accessed personal Social Security data
A DOGE employee signed an agreement to share Social Security data with the aim of overturning election results in certain states, according to a new court filing.
www.washingtonpost.com
January 21, 2026 at 8:45 AM
Reposted by Motorhead
Do you think JD Vance knows the ONLY way he'll ever becomes president is if Trump dies in office or if Trump is found mentally unsound within the next three years?
January 19, 2026 at 1:29 AM
Time to check his J-1 visa status in 1995 and see whether he was working to launch Zip2 while enrolled as a student at Stanford.

#$TSLA
January 19, 2026 at 1:27 AM
Reposted by Motorhead
I wrote this in 2023 during the Biden administration and before Musk had gone fully mask off (tho real heads always knew)

Can't tell you the number of liberals who scolded me in that annoyingly obtuse YIMBY manner that it was worth it for rockets and science. This was always inevitable
Elon Musk is Above the Law
Hot Rocket Water Rocks Out
blog.esghound.com
January 17, 2026 at 3:36 PM
Reposted by Motorhead
People miss the law of large numbers here also. I wrote about it six years ago after some ARK silliness. Based on ARK's estimated fleet size, miles driven, and 5X better than humans = 274 injuries and 4 deaths per day. seekingalpha.com/article/4287...
Latest Consumer Goods & Retail Stock Analysis Articles | Seeking Alpha
Seeking Alpha's latest contributor opinions and analyses of the consumer and retail sectors. Click to discover stock ideas, strategies, and analyses.
seekingalpha.com
January 17, 2026 at 2:53 PM
Reposted by Motorhead
CALL YOUR REPS/SENATORS! TELL THEM TO VOTE NO!!
Musk paid Trump $300M for this: a House bill removing any disclosures of miles per crash, etc., currently required for self-certifying as Level 4 autonomy.

If this bill passes, it's a free pass for Tesla to roll out its deadly robotaxis from day one, unimpeded.
open.substack.com/pub/bradmunc...
Cybercab Hearings and FSD Sales Cancelation
House hearing on Cybercab instead of AVs in general, followed by Musk tweeting FSD will be subscription-only from Valentine's Day
open.substack.com
January 17, 2026 at 2:25 PM
Musk paid Trump $300M for this: a House bill removing any disclosures of miles per crash, etc., currently required for self-certifying as Level 4 autonomy.

If this bill passes, it's a free pass for Tesla to roll out its deadly robotaxis from day one, unimpeded.
open.substack.com/pub/bradmunc...
Cybercab Hearings and FSD Sales Cancelation
House hearing on Cybercab instead of AVs in general, followed by Musk tweeting FSD will be subscription-only from Valentine's Day
open.substack.com
January 17, 2026 at 12:27 PM
Dumb and Dumber Part 3
January 13, 2026 at 10:07 AM
Here it is: the 2nd video ever of Musk's brother saying he & Elon worked illegally in the US in their early days.

Difference is that, in this video, Musk admits it.

Let's make this go viral.

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January 13, 2026 at 12:41 AM
Reposted by Motorhead
It blows me away that there are still people out there with functioning brains who don’t take his deranged threats seriously. Maybe they will figure this all out in 3 more years.
January 12, 2026 at 12:45 PM