[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Ironheart Capital [@Ironheart_Cap](/creator/twitter/Ironheart_Cap) on x XXX followers Created: 2025-07-23 13:44:21 UTC 📰 IHC Morning Brief: ETF Clown Parade, Meme Stocks on Life Support, and the Tesla Diner No One Asked For THE ETF BOOM Wall Street’s launching ETFs like it’s Y2K all over again, except this time the brain cells didn’t make it into the pitch deck. 🚨 XXX new ETFs launched in the first half of 2025. On track for XXX by year’s end. Translation: everyone and their ESG intern is building a fund. But plot twist, most of them are flaming garbage fires. Expense ratios? A bloated XXXX% (vs. the usual 0.6%). Because nothing says “investor value” like charging more for a fund. You’ve got ETFs for: Robinhood bros Combatting anti-Semitism (??) Anti-woke crusaders Even Morningstar, aka the guidance counselor of asset managers, is warning half of them are going to die broke, scared, sad, and alone. Because here’s a little Wall Street math: no buyers = adios. Wild idea, I know. Broad, low-cost ETFs are still the GOAT, but no one’s launching those. Because “low cost” doesn’t make it to the part where they push shiny dog crap on the buyer. MARKETS – YESTERDAY 📉 Nasdaq: XXXXXXXXX (–0.39%) 📈 S&P: XXXXXXXX (+0.06%) 📈 Dow: XXXXXXXXX (+0.41%) 📉 10-Year: XXXXX% (–4bps) 🪙 Bitcoin: $XXXXXXXXXX (+2.17%) 🚁 Lockheed: $XXXXXX (–10.81%) because apparently blowing kids up is always profitable. TESLA WATCH: THE COMEBACK(?) KID Tesla earnings drop today. Expectations? Somewhere between grim and “please clap.” 🚗 Deliveries fell XX% 📉 EPS forecast: down XX% to a sad little XX cents 📉 Revenue: down XX% to $22.19B 📈 Stock price: up XX% since April 🤷♂️ Wall Street: Mixed. Bank of America hiked the price target to $XXX while simultaneously saying Q2 will be “challenging.” That’s analyst-speak for “We have no idea what’s going on, but we don’t want to miss the rocketship if it launches.” Why the optimism? Oh, just a limited robotaxi pilot in Austin, which is basically a Tesla with a Roomba brain giving rides to hipsters and praying it doesn’t curb a child. Meanwhile, Piper Sandler played financial dad and pointed out Tesla’s $3.5B in regulatory credits was XXX% of their free cash flow. And guess what? Uncle Sam’s turning off the spigot. Even if Trump were to hit the EV cult with a Big Beautiful Energy Bill™, Tesla still gets a nice $3B candy bar this year. But the free ride is slowing. Hope they saved some snacks. Wedbush’s Dan Ives, aka Tesla’s emotional support animal, says Q2 feels “dramatically different.” That’s code for “Please Elon, don’t do too many drugs before the call.” What investors actually care about: Can China rebound? Will the Model Y stop looking like a sea cow? Is robotaxi real or just another Musk fever dream? What the heck is xAI doing besides building mecha Übermensch? Oh, and Cantor’s Andres Sheppard casually mentioned Tesla might revise all its guidance: cars, batteries, solar roofs, vibes. Blame it on inflation, tariffs, or just Musk being Musk. 📊 TSLA by the numbers: Current stock: $333-ish 21-day ATR: XXXX% (aka a rollercoaster powered by hope and Hopium) Still down XX% YTD XX% below all-time high Composite rating: 66/99 (basically a B-minus in Elon-speak) Bottom Line: Tesla’s got: Robotaxis in Austin AI buzz juiced harder than a bodybuilder in 1987 A maybe-kinda China rebound But it’s also got: Declining earnings Slumping deliveries Shrinking subsidies And a MAGA-shaped curveball coming straight for its green dreams Can Tesla make a comeback? Let’s hope so. Otherwise, the only thing driving growth will be a popcorn-slinging humanoid robot in a retro diner, probably serving ketamine and a big tiddie anime girl doing something no one understands, but here we are. $TSLA earnings after the bell. Grab popcorn. And maybe a Xanax. Happy Wednesday ~ IHC XXX engagements  **Related Topics** [tesla diner](/topic/tesla-diner) [intern](/topic/intern) [diner](/topic/diner) [stocks](/topic/stocks) [fund manager](/topic/fund-manager) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/Ironheart_Cap/status/1948016337332146557)
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Ironheart Capital @Ironheart_Cap on x XXX followers
Created: 2025-07-23 13:44:21 UTC
📰 IHC Morning Brief: ETF Clown Parade, Meme Stocks on Life Support, and the Tesla Diner No One Asked For
THE ETF BOOM
Wall Street’s launching ETFs like it’s Y2K all over again, except this time the brain cells didn’t make it into the pitch deck.
🚨 XXX new ETFs launched in the first half of 2025. On track for XXX by year’s end.
Translation: everyone and their ESG intern is building a fund.
But plot twist, most of them are flaming garbage fires. Expense ratios? A bloated XXXX% (vs. the usual 0.6%). Because nothing says “investor value” like charging more for a fund.
You’ve got ETFs for:
Robinhood bros
Combatting anti-Semitism (??)
Anti-woke crusaders
Even Morningstar, aka the guidance counselor of asset managers, is warning half of them are going to die broke, scared, sad, and alone. Because here’s a little Wall Street math: no buyers = adios. Wild idea, I know.
Broad, low-cost ETFs are still the GOAT, but no one’s launching those. Because “low cost” doesn’t make it to the part where they push shiny dog crap on the buyer.
MARKETS – YESTERDAY
📉 Nasdaq: XXXXXXXXX (–0.39%) 📈 S&P: XXXXXXXX (+0.06%) 📈 Dow: XXXXXXXXX (+0.41%) 📉 10-Year: XXXXX% (–4bps) 🪙 Bitcoin: $XXXXXXXXXX (+2.17%) 🚁 Lockheed: $XXXXXX (–10.81%) because apparently blowing kids up is always profitable.
TESLA WATCH: THE COMEBACK(?) KID
Tesla earnings drop today. Expectations? Somewhere between grim and “please clap.”
🚗 Deliveries fell XX% 📉 EPS forecast: down XX% to a sad little XX cents 📉 Revenue: down XX% to $22.19B 📈 Stock price: up XX% since April 🤷♂️ Wall Street: Mixed.
Bank of America hiked the price target to $XXX while simultaneously saying Q2 will be “challenging.” That’s analyst-speak for “We have no idea what’s going on, but we don’t want to miss the rocketship if it launches.”
Why the optimism? Oh, just a limited robotaxi pilot in Austin, which is basically a Tesla with a Roomba brain giving rides to hipsters and praying it doesn’t curb a child.
Meanwhile, Piper Sandler played financial dad and pointed out Tesla’s $3.5B in regulatory credits was XXX% of their free cash flow. And guess what? Uncle Sam’s turning off the spigot.
Even if Trump were to hit the EV cult with a Big Beautiful Energy Bill™, Tesla still gets a nice $3B candy bar this year. But the free ride is slowing. Hope they saved some snacks.
Wedbush’s Dan Ives, aka Tesla’s emotional support animal, says Q2 feels “dramatically different.” That’s code for “Please Elon, don’t do too many drugs before the call.”
What investors actually care about:
Can China rebound?
Will the Model Y stop looking like a sea cow?
Is robotaxi real or just another Musk fever dream?
What the heck is xAI doing besides building mecha Übermensch?
Oh, and Cantor’s Andres Sheppard casually mentioned Tesla might revise all its guidance: cars, batteries, solar roofs, vibes. Blame it on inflation, tariffs, or just Musk being Musk.
📊 TSLA by the numbers:
Current stock: $333-ish
21-day ATR: XXXX% (aka a rollercoaster powered by hope and Hopium)
Still down XX% YTD
XX% below all-time high
Composite rating: 66/99 (basically a B-minus in Elon-speak)
Bottom Line:
Tesla’s got:
Robotaxis in Austin
AI buzz juiced harder than a bodybuilder in 1987
A maybe-kinda China rebound
But it’s also got:
Declining earnings
Slumping deliveries
Shrinking subsidies
And a MAGA-shaped curveball coming straight for its green dreams
Can Tesla make a comeback?
Let’s hope so. Otherwise, the only thing driving growth will be a popcorn-slinging humanoid robot in a retro diner, probably serving ketamine and a big tiddie anime girl doing something no one understands, but here we are.
$TSLA earnings after the bell. Grab popcorn. And maybe a Xanax.
Happy Wednesday ~ IHC
XXX engagements
Related Topics tesla diner intern diner stocks fund manager tesla stocks consumer cyclical stocks bitcoin treasuries