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TSLA exposure is a call option on Musk succeeding (with success criteria being "TSLA price go up") regardless of reality. SpaceX is buying up Cybertrucks; is it

TSLA exposure is a call option on Musk succeeding (with success criteria being "TSLA price go up") regardless of reality. SpaceX is buying up Cybertrucks; is it illegal? Will anyone do anything about it? That sort of success (quasi fraud). The product is the stock and the hope there is a greater fool who will buy it eventually. SpaceX Buys over 1000 Cybertrucks - https://news.ycombinator.com/item?id=46405984 https://news.ycombinator.com/item?id=46405984 - December 2025 Last week: Elon Musk's SpaceX bought tens of millions worth of Cybertrucks Tesla can't sell - https://news.ycombinator.com/item?id=46317462 https://news.ycombinator.com/item?id=46317462 - December 2025 (6 comments) Elon Musk's SpaceX and XAI Are Buying Tesla's Unsold Cybertrucks - https://news.ycombinator.com/item?id=45572152 https://news.ycombinator.com/item?id=45572152 - October 2025 (8 comments) Tesla's European Sales Plunge - https://news.ycombinator.com/item?id=46391352 https://news.ycombinator.com/item?id=46391352 - December 2025 (3 comments) Tesla US sales drop to nearly 4-year low in November - https://news.ycombinator.com/item?id=46248803 https://news.ycombinator.com/item?id=46248803 - December 2025 (60 comments) Tesla looks to reset strategy amid sluggish India sales - https://news.ycombinator.com/item?id=46084554 https://news.ycombinator.com/item?id=46084554 - November 2025 (2 comments) Tesla's European sales tumble nearly 50% in October - https://news.ycombinator.com/item?id=46063634 https://news.ycombinator.com/item?id=46063634 - November 2025 (57 comments) Tesla sees worst sales performance in China in years - https://news.ycombinator.com/item?id=45881302 https://news.ycombinator.com/item?id=45881302 - November 2025 (1 comment) BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany - https://news.ycombinator.com/item?id=45859618 https://news.ycombinator.com/item?id=45859618 - November 2025 (35 comments) Tesla's German car sales more than halve in October as wider EV sales jump - https://news.ycombinator.com/item?id=45827314 https://news.ycombinator.com/item?id=45827314 - November 2025 (135 comments) [Flagged] Tesla sales in Germany have cratered from last year, data shows - https://news.ycombinator.com/item?id=45826384 https://news.ycombinator.com/item?id=45826384 - November 2025 (28 comments) Study: The Musk Partisan Effect on Tesla Sales - https://news.ycombinator.com/item?id=45825382 https://news.ycombinator.com/item?id=45825382 - November 2025 (2 comments) ("Without the Musk partisan effect, Tesla sales between October 2022 and April 2025 would have been 67-83% higher, equivalent to 1-1.26 million more vehicles. Musk’s partisan activities also increased the sales of other automakers' electric and hybrid vehicles 17-22% because of substitution, and undermined California’s progress in meeting its zero-emissions vehicle target.") Tesla Cybertruck sales are flatlining - https://news.ycombinator.com/item?id=45573985 https://news.ycombinator.com/item?id=45573985 - October 2025 (17 comments) Tesla Pivots to Robots as Investors Question Sales and Soaring Valuation - https://news.ycombinator.com/item?id=45228566 https://news.ycombinator.com/item?id=45228566 - September 2025 (3 comments)

coliveira 11mo ago
The "new economy" is full of self-dealing. That's the result of loose (or non-existing) regulations on monopolies. It all starts with Wall Street controlling stocks on thousands of large companies that are ultimately owned by small groups of the same shareholders. Now it's evolving to large sectors owned by fewer and fewer people.
- toomuchtodo 11mo ago
  That is certainly a contributing factor, which Matt Stoller has documented robustly in his newsletter "Big" [1] [2], as well as the More Perfect Union org [3] [4]. [1] https://www.thebignewsletter.com/ https://www.thebignewsletter.com/ [2] https://news.ycombinator.com/from?site=thebignewsletter.com https://news.ycombinator.com/from?site=thebignewsletter.com [3] https://perfectunion.us/ https://perfectunion.us/ [4] https://substack.perfectunion.us/ https://substack.perfectunion.us/
- stocksinsmocks 11mo ago
  I don’t think self-dealing is new. Although it was eye-opening, when I learned that BlackRock, Vanguard, and Fidelity all own 5-10% of every company and competition between the companies they hold is not meaningful. Everyone just has to have nice steady predictable returns and nobody is allowed to innovate too far ahead of anyone else for fear of devaluing the real bosses’ other assets. I don’t even know what to call the kind of system we have.
  - coliveira 11mo ago
    As I said, BlackRock and their friends were just the beginning. NVdia is trying to own a huge chunk of the AI space using their profits. Other tech companies are using a similar playbook. And of course they're all owned by Wall Street. The competition is highly controlled so the winners are all part of the same club.
SoftTalker 11mo ago
All BEV sales, not just Tesla, are tanking, at least in the USA. Ford and and others have retreated on their plans as well. Tesla may be worse off because of Musk's extracurricular antics but BEVs are not selling well.

coliveira 11mo ago

The "new economy" is full of self-dealing. That's the result of loose (or non-existing) regulations on monopolies. It all starts with Wall Street controlling stocks on thousands of large companies that are ultimately owned by small groups of the same shareholders. Now it's evolving to large sectors owned by fewer and fewer people.

toomuchtodo 11mo ago
That is certainly a contributing factor, which Matt Stoller has documented robustly in his newsletter "Big" [1] [2], as well as the More Perfect Union org [3] [4]. [1] https://www.thebignewsletter.com/ https://www.thebignewsletter.com/ [2] https://news.ycombinator.com/from?site=thebignewsletter.com https://news.ycombinator.com/from?site=thebignewsletter.com [3] https://perfectunion.us/ https://perfectunion.us/ [4] https://substack.perfectunion.us/ https://substack.perfectunion.us/
stocksinsmocks 11mo ago
I don’t think self-dealing is new. Although it was eye-opening, when I learned that BlackRock, Vanguard, and Fidelity all own 5-10% of every company and competition between the companies they hold is not meaningful. Everyone just has to have nice steady predictable returns and nobody is allowed to innovate too far ahead of anyone else for fear of devaluing the real bosses’ other assets. I don’t even know what to call the kind of system we have.
- coliveira 11mo ago
  As I said, BlackRock and their friends were just the beginning. NVdia is trying to own a huge chunk of the AI space using their profits. Other tech companies are using a similar playbook. And of course they're all owned by Wall Street. The competition is highly controlled so the winners are all part of the same club.

SoftTalker 11mo ago

All BEV sales, not just Tesla, are tanking, at least in the USA. Ford and and others have retreated on their plans as well. Tesla may be worse off because of Musk's extracurricular antics but BEVs are not selling well.