Jim Cramer, on his Tumblr:

Elon Musk can say whatever the heck he wants and get away with it, Tim Cook has to watch every last word even as he has repeatedly delivered the goods.

And:

First, [Musk] produces a quarter that is in line, meaning that he’s losing about $19,059 per car, near a record high.

Second, even as he doesn’t even make the number of cars he promised for the quarter – 17,000, below the 19,000 that analysts were expecting – he’s now projecting he will make 500,000 cars by 2018 and a million by 2020. His transparency is shameless. While he boasts the seemingly impossible – and I put “seemingly” in there because otherwise I am just calling him a liar, and I think he believes the numbers – he uses the forecast both to urge you to send more to him and to raise more money from Wall Street.

Who else but Musk could say: “If you place your order now, there’s a high probability you will actually receive your car in 2018.”

On Tim Cook:

Cook forecasted almost perfectly for the quarter just reported. Yet I defy you to find more than handful of stories that didn’t typify the quarter as a huge shortfall. It was right dead in line, for heavens’ sakes.

As for the forecast? What was Cook supposed to do? Make up one that showed better numbers than he can deliver? Given what he has in the pipe, and what he can see, barring a surge of orders for the new iPhone SE – something that’s entirely possible if you extrapolate comments from supplier Qorvo last night – he had to do what he did to reset growth for the quarter.

Whatever your take on Jim Cramer, there’s something to his comments. Musk is running on promises of growth. Tim Cook has delivered growth and posts accurate projections.

Doomed.