isx: joining us on tesla erik gordon and rich daily -- and richard daly.ere are three people you never underestimate. you never underestimate john rambo, shari redstone or elon real longnk it is a shot, but this is been a long shot for seven years. people on the street -- david: people will put of the elements of the dell deal. debt, butn was in -- 5.5 billion dollars in cash flow as opposed to negative cash flow with elon musk. how could they do this? rich: cash flow is the key difference here. texas utilities was big but did not work out too well. cash flow is the key thing because the pile on the debt, you have to have cash flow to service the debt. $5.5 billion in cash flow is good if you are running a hundred million dollars negative cash flow a quarter, that is terrible. i don't see how they are going to do it. david: many people are making much of the fact this came out in a tweet and if that is nfc -- and sec violation. -- an sec violation. if that is not right, it could get tricky. rich: he may have handed a smoking gun to these short-sellers that