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EnerTuition
14.2K posts
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EnerTuition
@EnerTuition
Skeptic honed in seeing through IB and management BS. Writing about AI, CPUs, GPUs, Solar, BEVs, Autonomous driving, etc. Tag me on anything related.
enertuition.bsky.social
enertuition.substack.com
Joined October 2017
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  • Pinned
    user avatar
    EnerTuition
    @EnerTuition
    Jun 14
    Arbitrary diktats lead to terrible outcomes. Ask Jensen @nvidia. The man sucked up to Trump and his China business went to zero. Even a policy that you don't like, like the Biden era GPU restrictions, is better than arbitrariness of the current administration.
    user avatar
    EnerTuition
    @EnerTuition
    Jun 14
    My take on the US government restriction on Anthropic enertuition.substack.com/p/the-us-gover…
    436
  • user avatar
    EnerTuition
    @EnerTuition
    Jan 17, 2023
    $TSLA The Tesla engineer's deposition means that @elonmusk and @Tesla were selling a product before even the demo was working - all the while claiming that they had a working demo. This is fraud. Theranos' Elizabeth Holmes and Nikola's Trevor Milton went to jail for far less.
    48K
  • user avatar
    EnerTuition
    @EnerTuition
    Mar 10, 2025
    Good job @AMD @LisaSu @AMDInstinct @Oracle on its earnings call: "In Q3, we signed a multibillion dollar contract with AMD to build a cluster of 30,000 of their latest MI355x GPUs." $AMD $ORCL
    25K
  • user avatar
    EnerTuition
    @EnerTuition
    Jul 13, 2022
    $TSLA I am amused by people thinking that Andrej Karpathy leaving @Tesla is somehow a big deal. It is verifiably not. @elonmusk FSD goal was a fraud from the beginning. It is technically not achievable. Anyone leading such an effort is clueless or a co-conspirator.
  • user avatar
    EnerTuition
    @EnerTuition
    Dec 23, 2021
    So, @ElonMusk says he is done selling $TSLA for now. The stock shoots up and he sells more? Amazing what crap frauds pull if the regulators are asleep.
  • user avatar
    EnerTuition
    @EnerTuition
    Aug 23, 2018
    $TSLA DISCLOSURE: After years of talking Tesla, I have finally gone short Tesla. I think the time has come. I will make my views public in the coming days on what caused me to break my "long only" philosophy.
  • user avatar
    EnerTuition
    @EnerTuition
    Aug 26, 2018
    $TSLA Solid LA times article with a great question at the end: "everyone else who thought about it even for a moment knew it wouldn’t work. The question remains: If Elon Musk is such a visionary, how come he didn’t know that before everyone else?"
    FILE- In this March 31, 2016, file photo, Tesla Motors unveils the new lower-priced Model 3 sedan at the Tesla Motors design studio in Hawthorne, Calif. Electric car maker Tesla Inc. increased production of its Model 3 mass-market car in the first quarter but still fell far short of the numbers it promised last summer. (AP Photo/Justin Pritchard, File)
    Column: At Tesla, Elon Musk's jape blows up, leaving only a legal morass and questions about his...
    From latimes.com
  • user avatar
    EnerTuition
    @EnerTuition
    Jun 26, 2019
    $TSLA What public company CEO routinely sends material info to "all employees" knowing fully well it will be leaked? @elonmusk is showing @SEC_Enforcement why it is unfit to be a regulatory and watchdog agency.
    businessinsider.com
    In leaked email, Elon Musk says Tesla is very close to setting a record for deliveries in one...
    "We already have enough vehicle orders to set a record, but the right cars are not yet all in the right locations," Musk said.
  • user avatar
    EnerTuition
    @EnerTuition
    Oct 27, 2023
    Replying to @alexeheath
    It quite amuses me that there are people out there who consider this guy a genius. He does not have competence in even a single field that I have some knowledge about. But then again, this is not the first time the world has considered a promoter to be a doer or a genius.
    5.5K
  • user avatar
    EnerTuition
    @EnerTuition
    Apr 26, 2019
    $TSLA Think sanity is returning to Tesla? Consider that $INTC fell ~10% on 3% guidance hit for 2019. @Tesla barely fell 10% in 2 days after decimation of business model and a pivot to new profitless business model. There is no sanity here until the stock in low double digits.
  • user avatar
    EnerTuition
    @EnerTuition
    Aug 17, 2018
    $TSLA Frankly, any analyst who pumped Tesla is unfit to be an analyst. I have rarely seen a Company with so many red flags. If an analyst can't see this many things wrong then what can he/she see? These analysts are a disgrace to investment community.
    This Post is from an account that no longer exists. Learn more
  • user avatar
    EnerTuition
    @EnerTuition
    Sep 19, 2018
    $TLRY It is shame that Nasdaq permits this kind of nonsese. This is a sad commentary on capital markets. This is not the first time such thinly traded stock is being exploited either. Regulators should be ashamed.
  • user avatar
    EnerTuition
    @EnerTuition
    Aug 10, 2018
    $TSLA board is in deep doodoo. Its CEO is tweeting and writing to employees about a deal that does not exist or at best half baked. A strong case can be made that the board is negligent & cuplable for damages because of its inaction or limited action. D&O ain't covering this sh*t
  • user avatar
    EnerTuition
    @EnerTuition
    Jun 22, 2019
    $TSLA now tops yet another unreliable car list.
    Owners reveal which brands make the most reliable motors
    From dailymail.com