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u/Bryjeter2
Reddit r/wallstreetbets
Винрейт
100.0%
доходность
+17.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Шорт
20 мая
$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.
Авто/EV
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/Bryjeter2 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: TSLA.
