Calls
1
u/Bryjeter2
Reddit r/wallstreetbets
Win Rate
100.0%
return
+17.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
May 20
$415.17
+17.9%
SpaceX disclosed it bought $637M total in Tesla products (Megapacks + Cybertrucks) in 2025, recorded as PP&E. If these intercompany sales are inflated or non-arm's-length, Tesla’s reported revenue and earnings may be overstated, exposing downside risk when the accounting is scrutinized. The “infinite money glitch” thesis suggests Tesla’s growth is partially fabricated via related-party transactions, warranting a short position on valuation risk. Transactions could be legitimate capital investments; SEC/auditors may not flag; Tesla’s core business may still be strong.
SpaceX disclosed it bought $637M total in Tesla products (Megapacks + Cybertrucks) in 2025, recorded as PP&E. If these intercompany sales are inflated or non-arm's-length, Tesla’s reported revenue and earnings may be overstated, exposing downside risk when the accounting is scrutinized. The “infinite money glitch” thesis suggests Tesla’s growth is partially fabricated via related-party transactions, warranting a short position on valuation risk. Transactions could be legitimate capital investments; SEC/auditors may not flag; Tesla’s core business may still be strong.
Autos & EV
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u/Bryjeter2 has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: TSLA.
