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/
"'Wherever he goes, he wants to leave'-that's because when he gets there, he has brought his own self along; & whatever club he's invited to join has been devalued by the invitation".
Joyce Carol Oates on Elon Musk, 2025 Nov 10
This woman deserves an Academy Award™ for 2025's Best Troll of Musk. 😆
Joyce Carol Oates on Elon Musk, 2025 Nov 10
This woman deserves an Academy Award™ for 2025's Best Troll of Musk. 😆
November 11, 2025 at 12:19 PM
"'Wherever he goes, he wants to leave'-that's because when he gets there, he has brought his own self along; & whatever club he's invited to join has been devalued by the invitation".
Joyce Carol Oates on Elon Musk, 2025 Nov 10
This woman deserves an Academy Award™ for 2025's Best Troll of Musk. 😆
Joyce Carol Oates on Elon Musk, 2025 Nov 10
This woman deserves an Academy Award™ for 2025's Best Troll of Musk. 😆
This is what "getting your ass kicked" looks like.
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
November 11, 2025 at 11:45 AM
This is what "getting your ass kicked" looks like.
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
China just extended its lending facility to Tesla by $2.38 billion last quarter.
Now he disses them right after getting his $1 trillion pay package approved.
Tesla shareholders are stupider than followers of Jim Jones.
Now he disses them right after getting his $1 trillion pay package approved.
Tesla shareholders are stupider than followers of Jim Jones.
November 10, 2025 at 9:13 AM
China just extended its lending facility to Tesla by $2.38 billion last quarter.
Now he disses them right after getting his $1 trillion pay package approved.
Tesla shareholders are stupider than followers of Jim Jones.
Now he disses them right after getting his $1 trillion pay package approved.
Tesla shareholders are stupider than followers of Jim Jones.
Sean, it's even worse than that. Few noticed the term "Covered Event" in the proxy statement.
It's Musk's "free money" clause.
It's Musk's "free money" clause.
November 8, 2025 at 2:37 PM
Sean, it's even worse than that. Few noticed the term "Covered Event" in the proxy statement.
It's Musk's "free money" clause.
It's Musk's "free money" clause.
This is a tweet from Omar Qazi, a high priest in the Musk Cult.
As recently as a few months ago, he said on a Twitter Space that he owns $250,000 worth of $TSLA and his parents own $2 million worth of $TSLA.
This, from a guy who also started a GoFundMe to fight against Aaron's lawsuit. 😂
As recently as a few months ago, he said on a Twitter Space that he owns $250,000 worth of $TSLA and his parents own $2 million worth of $TSLA.
This, from a guy who also started a GoFundMe to fight against Aaron's lawsuit. 😂
November 8, 2025 at 2:30 PM
This is a tweet from Omar Qazi, a high priest in the Musk Cult.
As recently as a few months ago, he said on a Twitter Space that he owns $250,000 worth of $TSLA and his parents own $2 million worth of $TSLA.
This, from a guy who also started a GoFundMe to fight against Aaron's lawsuit. 😂
As recently as a few months ago, he said on a Twitter Space that he owns $250,000 worth of $TSLA and his parents own $2 million worth of $TSLA.
This, from a guy who also started a GoFundMe to fight against Aaron's lawsuit. 😂
It's nice to know that Elon Musk will also be selling $TSLA along with me. The only difference is that I'm using borrowed shares & he'll be selling his own. 😂
November 8, 2025 at 12:58 PM
It's nice to know that Elon Musk will also be selling $TSLA along with me. The only difference is that I'm using borrowed shares & he'll be selling his own. 😂
For anyone who doesn't believe that Musk manipulated Tesla's stock as much as possible to get shareholders punch-drunk enough to vote "yes" for his $1 trillion payday, please look at the numbers.
November 7, 2025 at 11:30 AM
For anyone who doesn't believe that Musk manipulated Tesla's stock as much as possible to get shareholders punch-drunk enough to vote "yes" for his $1 trillion payday, please look at the numbers.
I haven't had time to do the proper analysis of the average returns for all of the instruments they list in this table, but before interest rates were hiked in 2024, their interest income never matched the yields of even 3-month govt bonds.
November 7, 2025 at 8:13 AM
I haven't had time to do the proper analysis of the average returns for all of the instruments they list in this table, but before interest rates were hiked in 2024, their interest income never matched the yields of even 3-month govt bonds.
Actually, they only had $4.29 billion in cash held in foreign currency in Q3 (mostly in RMB). Note that they increased the limit of borrowing in their China Working Capital Facility (which gets a 100 bps discount to the PBOC rate, so 2%).
November 7, 2025 at 7:51 AM
Actually, they only had $4.29 billion in cash held in foreign currency in Q3 (mostly in RMB). Note that they increased the limit of borrowing in their China Working Capital Facility (which gets a 100 bps discount to the PBOC rate, so 2%).
This what Musk said regarding the Tesla "terafab", in light of eventually producing 12 million humanoid bots per year and 4 million embedded AI cars per year.
November 7, 2025 at 5:28 AM
This what Musk said regarding the Tesla "terafab", in light of eventually producing 12 million humanoid bots per year and 4 million embedded AI cars per year.
May the farce be with you!
November 7, 2025 at 4:40 AM
May the farce be with you!
The vote result of whether Tesla can invest in xAI wasn't announced?
This was more important than Musk's pay package (which he got), and is why Tesla's stock is struggling in the after hours.
xAI should burn ~2x 2025's $13BN in 2026. Musk may have to sell shares to fund this if it's voted down.
This was more important than Musk's pay package (which he got), and is why Tesla's stock is struggling in the after hours.
xAI should burn ~2x 2025's $13BN in 2026. Musk may have to sell shares to fund this if it's voted down.
November 6, 2025 at 10:30 PM
The vote result of whether Tesla can invest in xAI wasn't announced?
This was more important than Musk's pay package (which he got), and is why Tesla's stock is struggling in the after hours.
xAI should burn ~2x 2025's $13BN in 2026. Musk may have to sell shares to fund this if it's voted down.
This was more important than Musk's pay package (which he got), and is why Tesla's stock is struggling in the after hours.
xAI should burn ~2x 2025's $13BN in 2026. Musk may have to sell shares to fund this if it's voted down.
For the Musk simps like James Stephenson (@ICannot_Enough), who think I gave up, please send him this notification (LEFT).
He gleefully pronounced me dead this morning (RIGHT).
Can't wait to rain on his parade if/when my account gets reinstated.
He gleefully pronounced me dead this morning (RIGHT).
Can't wait to rain on his parade if/when my account gets reinstated.
November 6, 2025 at 9:41 PM
For the Musk simps like James Stephenson (@ICannot_Enough), who think I gave up, please send him this notification (LEFT).
He gleefully pronounced me dead this morning (RIGHT).
Can't wait to rain on his parade if/when my account gets reinstated.
He gleefully pronounced me dead this morning (RIGHT).
Can't wait to rain on his parade if/when my account gets reinstated.
My account was locked and I'm appealing it. Some of the fanbois who didn't take too well to my tweets are taking a (hopefully) premature victory lap.
This incel, in particular, thinks I gave up and left Twitter because I got short-squeezed and is taking a victory lap.
This incel, in particular, thinks I gave up and left Twitter because I got short-squeezed and is taking a victory lap.
November 6, 2025 at 7:42 PM
My account was locked and I'm appealing it. Some of the fanbois who didn't take too well to my tweets are taking a (hopefully) premature victory lap.
This incel, in particular, thinks I gave up and left Twitter because I got short-squeezed and is taking a victory lap.
This incel, in particular, thinks I gave up and left Twitter because I got short-squeezed and is taking a victory lap.
Spot the Musk Fluffers. I'll start.
$TSLA
$TSLA
November 6, 2025 at 11:17 AM
Spot the Musk Fluffers. I'll start.
$TSLA
$TSLA
If Musk gets his $1 trillion award & approval for Tesla to invest in xAI: buy the rumor, "SELL THE NEWS".
If Musk gets his $1 trillion award, but no approval for Tesla to invest in xAI: "SELL THE NEWS" more significant.
If Musk gets neither, "LOOK OUT BELOW".
$TSLA
If Musk gets his $1 trillion award, but no approval for Tesla to invest in xAI: "SELL THE NEWS" more significant.
If Musk gets neither, "LOOK OUT BELOW".
$TSLA
November 6, 2025 at 10:58 AM
If Musk gets his $1 trillion award & approval for Tesla to invest in xAI: buy the rumor, "SELL THE NEWS".
If Musk gets his $1 trillion award, but no approval for Tesla to invest in xAI: "SELL THE NEWS" more significant.
If Musk gets neither, "LOOK OUT BELOW".
$TSLA
If Musk gets his $1 trillion award, but no approval for Tesla to invest in xAI: "SELL THE NEWS" more significant.
If Musk gets neither, "LOOK OUT BELOW".
$TSLA
Don't mess with Tesla? 😂
Oct-2025 sales % YoY:
Sweden: -89%
Denmark: -86%
Belgium: -69%
Finland: -68%
Austria: -65%
Suisse: -60%
Portugal: -59%
Germany: -54%
Norway: -50%
NL: -48%
UK: -47%
Italy: -47%
Spain: -31%
China: -10%
France: +2% (new subsidies)
Oct-2025 sales % YoY:
Sweden: -89%
Denmark: -86%
Belgium: -69%
Finland: -68%
Austria: -65%
Suisse: -60%
Portugal: -59%
Germany: -54%
Norway: -50%
NL: -48%
UK: -47%
Italy: -47%
Spain: -31%
China: -10%
France: +2% (new subsidies)
November 5, 2025 at 12:25 PM
Don't mess with Tesla? 😂
Oct-2025 sales % YoY:
Sweden: -89%
Denmark: -86%
Belgium: -69%
Finland: -68%
Austria: -65%
Suisse: -60%
Portugal: -59%
Germany: -54%
Norway: -50%
NL: -48%
UK: -47%
Italy: -47%
Spain: -31%
China: -10%
France: +2% (new subsidies)
Oct-2025 sales % YoY:
Sweden: -89%
Denmark: -86%
Belgium: -69%
Finland: -68%
Austria: -65%
Suisse: -60%
Portugal: -59%
Germany: -54%
Norway: -50%
NL: -48%
UK: -47%
Italy: -47%
Spain: -31%
China: -10%
France: +2% (new subsidies)
If Musk doesn't get the cult members to vote in favor of Tesla taking a stake in xAI, it'll be worse for him than not getting his $1 trillion pay package approved.
He'll have to sell more TSLA shares to bail xAI out. They burned through $12 billion in the 14 months through July 2025.
He'll have to sell more TSLA shares to bail xAI out. They burned through $12 billion in the 14 months through July 2025.
November 5, 2025 at 8:02 AM
If Musk doesn't get the cult members to vote in favor of Tesla taking a stake in xAI, it'll be worse for him than not getting his $1 trillion pay package approved.
He'll have to sell more TSLA shares to bail xAI out. They burned through $12 billion in the 14 months through July 2025.
He'll have to sell more TSLA shares to bail xAI out. They burned through $12 billion in the 14 months through July 2025.
Musk insults Sean Duffy, the US Secretary of the Department of Transportation (DOT) in this tweet.
Few realize how bad this is, as the DOT controls NHTSA, the US traffic safety regulator, which needs to approve Tesla's Cybercab to be produced in 2026 without a steering wheel or gas/brake pedals.
Few realize how bad this is, as the DOT controls NHTSA, the US traffic safety regulator, which needs to approve Tesla's Cybercab to be produced in 2026 without a steering wheel or gas/brake pedals.
October 21, 2025 at 9:48 AM
Musk insults Sean Duffy, the US Secretary of the Department of Transportation (DOT) in this tweet.
Few realize how bad this is, as the DOT controls NHTSA, the US traffic safety regulator, which needs to approve Tesla's Cybercab to be produced in 2026 without a steering wheel or gas/brake pedals.
Few realize how bad this is, as the DOT controls NHTSA, the US traffic safety regulator, which needs to approve Tesla's Cybercab to be produced in 2026 without a steering wheel or gas/brake pedals.
If Musk gets his $1 trillion pay package approved, it'll be one of the most perverse outcomes in corporate history.
It comes after 1H 2025 profits (ex-credits) were 98% below peak in 1H 2022, and the Cybertruck--Tesla's only new model in 5yrs--flopping so hard that Musk needed help from SpaceX.
It comes after 1H 2025 profits (ex-credits) were 98% below peak in 1H 2022, and the Cybertruck--Tesla's only new model in 5yrs--flopping so hard that Musk needed help from SpaceX.
October 19, 2025 at 8:50 PM
If Musk gets his $1 trillion pay package approved, it'll be one of the most perverse outcomes in corporate history.
It comes after 1H 2025 profits (ex-credits) were 98% below peak in 1H 2022, and the Cybertruck--Tesla's only new model in 5yrs--flopping so hard that Musk needed help from SpaceX.
It comes after 1H 2025 profits (ex-credits) were 98% below peak in 1H 2022, and the Cybertruck--Tesla's only new model in 5yrs--flopping so hard that Musk needed help from SpaceX.
I just injected this into my veins and haven't been able to stop laughing for over an hour now. Please help. 🤣
October 8, 2025 at 10:42 PM
I just injected this into my veins and haven't been able to stop laughing for over an hour now. Please help. 🤣
"Putin couldn't do a better job" of attacking America.
How do we know this isn't Putin's doing?
How do we know this isn't Putin's doing?
October 8, 2025 at 1:38 AM
"Putin couldn't do a better job" of attacking America.
How do we know this isn't Putin's doing?
How do we know this isn't Putin's doing?
Germany ended its $7,000+ subsidies for BEVs in Dec-2023, but company cars lost them first in Sep-2023.
Germany reinstated 2 subsidy programs to prop up BEV sales since then, yet still sees BEV sales down 5% vs Aug-YTD 2024 when the $7K subsidies were in place.
4/5
Germany reinstated 2 subsidy programs to prop up BEV sales since then, yet still sees BEV sales down 5% vs Aug-YTD 2024 when the $7K subsidies were in place.
4/5
October 3, 2025 at 12:49 PM
Germany ended its $7,000+ subsidies for BEVs in Dec-2023, but company cars lost them first in Sep-2023.
Germany reinstated 2 subsidy programs to prop up BEV sales since then, yet still sees BEV sales down 5% vs Aug-YTD 2024 when the $7K subsidies were in place.
4/5
Germany reinstated 2 subsidy programs to prop up BEV sales since then, yet still sees BEV sales down 5% vs Aug-YTD 2024 when the $7K subsidies were in place.
4/5
China cut its BEV subsidies in July 2019 & sales plunged ever since then, but recovered after subsidies were reintroduced in 2020.
From Apr-2024, China added more subsidies ($2K), which helped, but are being partially reduced from 2016.
Bad for $TSLA.
3/5
From Apr-2024, China added more subsidies ($2K), which helped, but are being partially reduced from 2016.
Bad for $TSLA.
3/5
October 3, 2025 at 12:49 PM
China cut its BEV subsidies in July 2019 & sales plunged ever since then, but recovered after subsidies were reintroduced in 2020.
From Apr-2024, China added more subsidies ($2K), which helped, but are being partially reduced from 2016.
Bad for $TSLA.
3/5
From Apr-2024, China added more subsidies ($2K), which helped, but are being partially reduced from 2016.
Bad for $TSLA.
3/5
Hong Kong announced an end to EV subsidies in 2016, which caused $TSLA sales to surge, before going to zero.
Hong Kong reinstated EV subsidies after this drubbing of EV sales.
2/5
Hong Kong reinstated EV subsidies after this drubbing of EV sales.
2/5
October 3, 2025 at 12:49 PM
Hong Kong announced an end to EV subsidies in 2016, which caused $TSLA sales to surge, before going to zero.
Hong Kong reinstated EV subsidies after this drubbing of EV sales.
2/5
Hong Kong reinstated EV subsidies after this drubbing of EV sales.
2/5