The John Johnston Lounge

After Tesla has sold only about 40,000 Cybertrucks in the US so far, is the Cybertruck already running out of buyers? JJ investigates the evidence for this. Elon Musk had big plans for the Cybertruck, hoping to sell 250,000 per year, and at a much cheaper price than they are. Was Elon being too optimistic?  Related videos: The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-N...

Has Tesla’s Elon Musk made a huge mistake when it comes to promising unsupervised full self-driving (FSD) than can work with multiple cameras only, assisted by AI? Will this vision and AI approach work well enough to be an unsupervised robotaxi? JJ investigates and discusses this ongoing issue for Tesla and Elon Musk.  Related videos: Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event ht...

I react to and discuss the stock market news that the Super Micro Computer (SMCI) auditor has resigned, surfacing more questions about possible financial and accounting fraud at the high-flying AI-related company. SMCI stock has plunged on the news, after not having a great past few months.   Related videos: Massive Tesla & Elon Musk Fraud Alleged in New Lawsuit https://youtu.be/tMyUi_hXEsc Pe...

I discuss the recent news that three Tesla board members, including Elon Musk’s brother Kimbal Musk, are preparing to sell around $300 million worth of Tesla stock (TSLA). How can this be true when Elon Musk has recently said that Tesla is soon to begin going though its new phase of massive growth? Related videos: Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA E...

I discuss some recent news articles revealing Elon Musk is being a hypocrite when it comes to his current political stance of illegal immigration, as he and his brother Kimbal Musk were illegal immigrants when they started their first company in Silicon Valley, and when they obtained venture capital funding. The company and funding launched Elon on this entrepreneurial career, with Tesla and Space...

In this episode I react to Kara Swisher and Prof. Scott Galloway from the Pivot podcast, who discuss Elon Musk’s funding of Donald Trump and Peter Thiel’s funding of J.D. Vance in the U.S. election campaign. I discuss this tangled web of money and influence developing at the the highest levels of U.S. politics, involving these two prominent tech billionaires.   Related videos: Peter Thiel on How T...

I react to Elon Musk’s comments about Tesla Optimus robot and robotaxi progress from the flashy Tesla We, Robot event held recently at Warner Bros Studios in Los Angeles. We look closely at Optimus interactions with the party guests, and take a first ride in a Cybercab. Do Elon’s remarks amount to more “corporate puffery” and extreme optimism, or are they based in reality? Timestamps: 00:40 Tesla...

Technology super investor Peter Thiel recently offered his thoughts on AI. investing, the current state of the A.I. sector, which companies he thinks will win AI,  and the current state of the stock market in relation to AI stocks such as Nvidia (NVDA). Related episodes: Peter Thiel: Bitcoin Price Won’t Rise Dramatically https://youtu.be/SNaFiryWQXU Peter Thiel: Elon’s X Is A Big Financial Worry! ...

I react to Elon Musk’s remarks from the flashy Tesla We, Robot event held in Los Angeles. Elon’s presentation can been seen as a kind of greatest hits of his “corporate puffery” from the past few years, with some new products, and adding more to his vision of the future, that he says will soon become a reality. Timestamps: 01:05 Definition of Elon’s “corporate puffery” 03:09 Elon’s Welcome to the...

Elon Musk’s SpaceX Starship test just achieved a world first engineering feat, catching a massive Starship rocket booster between mechanical arms or giant “chopsticks” on landing. I react to highlights of the historic rocket flight test.   Related videos: The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://you...

Super investor Michael Burry, of ‘The Big Short” fame, has been making a fortune from his recent deep value investments in China stocks, including Alibaba (BABA) and others. The episode looks at Burry’s China stock investments, including when he invested. We also look at the outlook for the Chinese stock market and macro environment.  Become a member of The Art of Value:  https://www.youtube.com/@...

This episode is about the Tesla Cybertruck, which Elon Musk has been leading the engineering and design of for years, and it’s finally been unleashed on the world, in fairly small quantities so far. So, does the Cybertruck suck? If so, how much does the Cybertruck suck? Is the Cybertruck actually great? Let’s find out! Timestamps: 00:38 Cybertruck, the latest fashion? 01:44 Is Cybertruck a tough o...

I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and the Chinese stock market. His opinion is then compared with legendary investor Stanley Druckenmiller, and Fundstrat’s Tom Lee. Stocks mentioned include BABA (Alibaba), PDD (Pinduoduo), JD, BIDU (Baidu), KWEB, FXI (China stock EFTs) Timestamps:...

Is Tesla’s Elon Musk like a snake oil salesman when it comes to publicly promoting Tesla Full Self-Driving (FSD) progress? I investigate and discuss more of the article recently posted on the X platform by harsh Elon Musk and Tesla FSD (Supervised) critic Dan O’Dowd, who’s alleging just that in “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.”  Timestamps: 00:30 Elizabeth Holme...

I react to an interview with super Investor David Tepper from Appaloosa Management, who today offered his very bullish thoughts on the Chinese stock market, Chinese stocks and more. Then we look at the specific China stocks and ETFs Tepper has in his fund’s portfolio, including Alibaba (BABA), PDD, JD and more.  Related episodes: Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  http...

Is Tesla’s Elon Musk akin to a snake oil salesman when it comes to promoting Tesla Full Self-Driving (FSD) efforts? I investigate and discuss the detailed article recently posted on Elon Musk’s X platform by Dan O’Dowd alleging just that: “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.”  Timestamps: 01:03 Elon Musk Snake Oil Salesman: Dan O'Dowd's article 02:48 Tesla &...

I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses Apple stock (AAPL). Could Apple’s iPhone business be running out of juice? Damodaran acknowledges the Apple has been the greatest cash machine in history, but what about Apple as a future growth stock? Related videos: Aswath Damodaran: This Stock Is A BETTER BUY Than Nvidia htt...

Have Elon Musk, Tesla, Morgan Stanley and others been involved in Tesla stock (TSLA) inflation fraud going back many years? I investigate and discuss part of a new lawsuit alleging the continuous Tesla stock pumping fraud, including alleged overt stock market manipulation, and broadcasting Tesla propaganda on social media using Tesla social media influencers. Timestamps: 01:46 Overt market manipul...

Have Elon Musk, Tesla and others been involved in continuous Tesla stock (TSLA) inflation fraud going back years? I summarize and discuss part of a new lawsuit alleging the Tesla stock pumping fraud.  Timestamps: 00:45 Alleged Elon Musk & Tesla Fraud Overview: Greenspan v Musk et al 01:42  How the stock inflation fraud is linked to Musk’s compensation plan 05:45 Pressuring Tesla executives to...

Could Tesla Full Self-Driving (FSD) be a fraud? I investigate and discuss the second half of a new lawsuit alleging FSD fraud perpetrated by Tesla, Elon Musk and others, and aided by Tesla social media influencers. Timestamps: 00:31 Greenspan v. Musk et al: Tesla "Full Self-Driving" (FSD) Fraud 01:46 Tesla stealing customer funds? 02:55 Tesla refuses to issue refunds of unintentional pur...

Could Tesla Full Self Driving (FSD) be a fraud? I summarize and discuss part of a new lawsuit alleging just that, perpetrated by Tesla, Elon Musk and others, and helped by Tesla social media influencers. The lawsuit alleges multiple, interconnected frauds, involving Full Self Driving (FSD), Tesla stock (TSLA) manipulation, Tesla accounting fraud, and other frauds involving the inner workings of Te...

Could Tesla be an Enron-scale fraud? I summarize and discuss a new lawsuit alleging huge and interconnected frauds perpetrated by Tesla, Elon Musk and others, and helped by Tesla social media influencers - relating to Tesla’s Full Self Driving, Tesla stock (TSLA) manipulation, and the inner workings of Tesla the company for many years. Timestamps: 00:12 How would massive fraud be possible with Tes...

Is Elon Musk’s Tesla Optimus Robot destined for failure in China, and possibly elsewhere? There’s evidence Tesla already faces stiff competition in China from numerous humanoid robot makers, while many Tesla promoters and social media influencers taut the Tesla bot as the only future, predicting a massive Tesla stock price target and market cap as a result. Related videos: Tesla Stock Investors MU...

Today in Tesla stock news, why are some Wall Street investors selling down Tesla stock (TSLA), despite being previous Elon Musk and Tesla supporters? We investigate. Also, is Elon Musk in meltdown mode with his recent behaviors and actions, hurting the Tesla brand, company, and Tesla stock in the process?  Related videos:  Stocks Today With JJ channel: Why This Fund Manager is Dumping Tesla Stock...

I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses his Nvidia stock (NVDA) valuation, and which Mag 7 stock might be a better buy than Nvidia. Damodaran also offers his outlook for small cap stocks, and what he thinks of sector rotation plays.  Related episodes: Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” h...