Montana Skeptic @montanaskeptic.bsky.social

Unloved by Elon (who once tried to get me fired), disgusted at "conservatives" who turned out to be Trump cultists, hoping Democrats will get healthier, and wishing Congress would do its damned job.

I write at montanaskeptic.substack.com

Grok holding an awesome 11th place on the Artificial Analysis leaderboard. Even behind a couple of companies I've never even heard of. As the wise Charlie Gasparino says: Sad ha!
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CoverDrive @coverdrive12.bsky.social
1d
🚨 Tesla China Domestic/Export Q1

Tesla exported 47% of the cars it sold from its Shanghai factory in Q1. Exports have returned to levels seen in 2023 and 2024.

Domestic China sales were down 16% from 1Q25.
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Tom Hearden @followtheh.bsky.social
2d
Two’s a trend. And, trust me I have been involved in hundreds of IPO’s over multiple decades, it’s not for altruistic reasons. They already sense a lack of institutional demand and are looking to dump bags on retail.
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Carl Quintanilla @carlquintanilla.bsky.social
2d
Awful.

@politico.com
www.politico.com/news/2026/04/08/us-not-won-iran-war-00864337
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Jon Gambrell @jongambrell.bsky.social
3d
APNewsAlert: TEHRAN, Iran (AP) — #Iran includes 'acceptance of enrichment' in Farsi version of its ceasefire plan, something missing from English versions.
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Matt Schlegel @climatto.bsky.social
3d
If I had a hammer

bsky.app/profile/climatto.bsky.social/post/3m5oojnx7h222
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4/ FWIW, I strongly agree with Williamson's criticisms of the Roberts' opinions in the Affordable Care Act and presidential immunity cases. I hope Roberts has come to regret both of those; it's fine to be an "institutionalist," but there are limits.
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3/ Yes, I know that here, it's just about a universal truth too evident to be discussed that Dobbs was wrongly decided. Some of us - who cannot rightly be called "pro-lifers" - disagree, but that argument requires more space & attention than a social media site allows.
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2/ Obviously, Williamson's use of "conservatives" acknowledges both that Trump is no conservative and that SCOTUS as a whole is "conservative" inasmuch as it is preserving classical Constitutional liberalism.

Here's the link. Well worth a read, as is so much content @thedispatchmedia.bsky.social.
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1/ Kevin D. Williamson, brilliant on so many things, opens his essay in praise of SCOTUS with characteristic insight (btw, I see plenty of the "legitimacy watch" nonsense from my "friends on the left" at this site):
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Now hear this:

This a.m., $TSLA market cap, for a moment, dipped below $1.3 trillion.

Yet, so, so far to go.

That is all.
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Here’s how you play the SpaceX IPO, long and short:

Don’t.
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If Jack Bogle were alive today, he’d be dead.
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Gary Kasparov has the right read on this over at that other place.

@jessicabriedl.bsky.social, too: "f you rely on the Twitter accounts below for politics or news, it is overwhelmingly likely that you just come away more misinformed, angry, conspiratorial, and, well, stupid."
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e.w. niedermeyer @niedermeyer.online
6d
potential investors in the SpaceX IPO are being encouraged to Blaze their Glory on X, The Everything App to ensure allocation
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CoverDrive @coverdrive12.bsky.social
6d
Gonna need more X subscriptions, too!
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e.w. niedermeyer @niedermeyer.online
7d
sitting quietly and learning the finer points of media ethics from elon musk's mom
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I listened today to @kofinas (of the superb Hidden Forces podcast) have a discussion with the author of this piece, which is getting lots of attention. Not sure what I think of it, but it's worth a careful read.

gcaptain.com/the-hormuz-hypothesis-what-if-the-u-s-navy-isnt-in-a-hurry-to-reopen-the-strait/
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Reminder that acting AG Todd Blanche spoke at CPAC. It was unthinkable in the past for a DOJ attorney to participate in partisan politics.

Worse, he boasted that every federal officer "with a gun" (FBI agents & others) who had participated in any Trump investigation had now been fired.

True scum.
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CoverDrive @coverdrive12.bsky.social
8d
🚨 Tesla Earnings Estimate
Based on the Tesla’s Press Release, my spreadsheet is at 17 cents EPS non-GAAP.
** Assumptions vs Q4: **
Auto sales down 14%
Auto leasing down 50%
Energy storage down 38%
Gross margins same as 2025 avg
Operating expenses unchanged
Reg credits $0.5B
No surprise adjustments
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CoverDrive @coverdrive12.bsky.social
8d
*** Tesla Production – Q1 Update

Deliveries of 358k vs consensus 366k. Production of 408k.

Although Tesla production was their second-lowest quarter in 3 years, it still outpaced deliveries by 50,363. That sets records for both quarterly inventory and cumulative inventory.
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It was so on-brand that Trump, surrounded by nothing but "yes, boss" lickspittles, would stay for only the government's argument in Trump v. Barbara, but manage to miss what the challengers had to say.

He truly lives in a bubble. I wonder if he even realizes how deeply unpopular he is.
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With 50k cars produced in excess of cars sold, $TSLA cash flow should be interesting. Eagerly awaiting analysis from @coverdrive12.bsky.social.

Reminder: flagging sales of aging models is what happens when your Board's compensation package incentivizes stock pumping rather than durable growth.
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When it comes to investing, I'm a Daniel Peris guy. (btw, I highly recommend his latest book, The Ownership Dividend. He's also a portfolio manager of $SVAIX, which is one of my holdings.)

danielxperis.substack.com/p/slow-and-steady-wins-the-race-especially
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Registered Republican @davidkotok.bsky.social's anger about US Rep Anna Paulina Luna is white hot, and I'm with him 100%. When Luna is not licking Trump's toes, she's licking Putin's. I'm joining David in sending some $$ to Luna's challenger, Democrat Leela Gray.

dkotok.substack.com/p/congresswoman-anna-paulina-luna-and
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Never consulted with them beforehand. Never asked them to join until after you fucked it up. Spent the past year trying to expropriate their territory and extort them with tariffs. Insult and berate them nonstop. Oh, and it’s a defensive alliance. Can Poland attack Russia and demand US involvement?
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niedermeyer.online's profile picture
e.w. niedermeyer @niedermeyer.online
9d
have any other major financial media opeds just come out and said this?

you can practically smell all the anxiety radiating off all the coverage of BAGNAROK, but nobody seems to be standing up and saying "this is bad and we shouldn't do it"

www.economist.com/leaders/2026/03/31/index-providers-should-not-bend-the-rules-for-elon-musk
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The birthright citizenship case will be argued tomorrow. I'll be following the liveblog - www.scotusblog.com.

Trump will lose. Probably 9-0. Possibly b/c Court will say such a change must be made by Congress, not an Exec Order. And will not reach the question of whether Congress can lawfully do it.
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One of NASA’s most intelligent critics wonders: why, with the evident heat shield issues, are we sending four astronauts on Artemis II? (And why do this mission at all?)
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Sorry, all you courageous Iranians who believed this asshole when he promised, "Help is on the way."

www.wsj.com/world/middle-east/trump-iran-war-strait-of-hormuz-ee950ad4?mod=WSJ_home_mediumtopper_pos_1
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