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@alojoh Avatar @alojoh AJ

Rivian and Lucid are struggling with significant cash burn and losses, with Rivian's accumulated deficit reaching $XX billion and Lucid's cash burn totaling $XXXX billion. Rivian lost nearly $XXXXXX per vehicle sold, while Lucid's gross margin was negative XXXX% in the third quarter. Tesla, on the other hand, is performing well, outselling Mercedes Benz and having a strong presence in China.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence

Social category influence automotive brands #2276 stocks #4075 finance #1795 technology brands XXXXX% celebrities #2835 countries XXXX% exchanges XXXX% nfts XXXX% social networks XXXX%

Social topic influence rivian #15, ai 6.19%, tesla #1667, nio 4.42%, elon musk #117, ceo #535, xpeng 3.54%, investment 3.54%, spacex #54, if you #2265

Top accounts mentioned or mentioned by @elonmusk @grok @365_solved @william_r2rclub @extra__sausage @amazlngnature @rivian @sparkpaul @koncreteoshare @kevinmelnuk @csanyi_andras @funwithane @shai_machnes @drbrianreid @xiaomi @leijun @bydcompany @abc @the01byte @nicolasa4

Top assets mentioned Tesla, Inc. (TSLA) XPeng Inc. (XPEV) Morgan Stanley (MS) Uber Technologies, Inc. (UBER) Noble Corporation (NE) The Humanoids (thehumanoids) Alphabet Inc Class A (GOOGL) Rivian Automotive, Inc. (RIVN)

Top Social Posts

Top posts by engagements in the last XX hours

"In this new COMPUTEX 2025 keynote Nvidia's CEO makes an important argument for why humanoid robots are likely the only universal type of robot that will work: "the reason for that is because technology needs scale. Most of the robotic systems we've had so far are too low volume and those low volume systems will never achieve the technology scale to get the flywheel going far enough fast enough so that we are willing to dedictate enough technology into it to make it better""
X Link 2025-05-19T05:36Z 53.9K followers, 19.7M engagements

"Thanks for joining A few tips to get the most out of the service @the01byte: 1) Use Bookmarks + Folders Xs bookmark folders make everything easier to navigate. Create sections like AJ Tesla AJ Nvidia or AJ Mag X so you can quickly find any research you want to revisit. 2) Bookmark Reports as They Come Out New research can stack up quicklysaving posts as they drop keeps everything organized. 3) Best Viewed on a Larger Screen The reports are dense and visual. If youre on mobile rotate to landscape mode for a much better experience. 4) Read the Full Report Not Just the Bottom Line Conviction"
X Link 2025-11-23T15:46Z 53.9K followers, 14.1K engagements

"🔥News: NIO just reported a XX% sales decrease in November. NIO reported 36.3K vehicles sales implying a XX% decreased compared to October's 40.4K sales. The decrease was driven by XX% drop in Onvo-branded vehicle sales. Onvo comprises only the L60 SUV and brand new L90 SUV. Strong October sales were driven by L90 launch volume. We correctly predicted that Onvo sales would be dropping since: 1) The high early L90 launch orders were an illusion: NIO accumulated inventory before product launch in order to deliver large numbers of vehicles from week X. 2) The aim was to create the illusion of"
X Link 2025-12-01T10:37Z 53.9K followers, 5584 engagements

"@nicolas_a4 Is coming. Xpeng is a different animal since it captures humoinds and other hypes"
X Link 2025-12-01T10:43Z 53.9K followers, XXX engagements

"Nvidia just got another price target increase. This time it's Morgan Stanley raising from $XXX to $XXX - as we predicted. Additionally we correctly predicted that WS would raise Nvidia earnings estimates: current and next quarter at EPS increased to $XXXX and $XXXX from $XXXX and $XXXX respectively. That's a X% EPS increase which is quite material for a quarter. $XXXX to $XXXX = +6.3% $XXXX to $XXXX = +6.5% We believe the recent Alphabet TPU hysteria will turn out to be a significant overreaction just like the Deepseek January hysteria offering a buy opportunity"
X Link 2025-12-01T19:48Z 53.9K followers, 16.1K engagements

"NIO investors woke up and realised NIO's CEO tricked them again: NIO will sell almost XX% fewer vehicles in 2025 than promised. People reading our research knew this months ago. Follow/sub to get access to unparalleled fundamental research on X"
X Link 2025-12-02T10:57Z 53.9K followers, 8058 engagements

"🔥Nailed it We warned hour investors yesterday that Xpeng would drop. Stock is down today over 6%. No guesswork. Fast accurate analysis provides investors with an edge not even AI can compete with us (not yet at least)"
X Link 2025-12-02T16:02Z 53.9K followers, 9311 engagements

"Rivian R2 dead on arrival"
X Link 2025-12-02T17:43Z 53.9K followers, 23.8K engagements

"The NIO Trading Opportunity and why this thread may change your life. Back in July we shared two clear insights with investors: X. Build short positions on rallies. X. NIO is unlikely to sustain levels above $X. Soon after the stock spiked to $XXXX. We urged subscribers to lean in aggressively. Investors who followed our guidance generated over XX% returnswithout leverage. How did we know Our edge comes from a multi-layered understanding of the company and its market: X. Deep expertise in the Chinese automotive landscape X. Clear insight into NIOs brand and global positioning X. Familiarity"
X Link 2025-12-03T07:29Z 53.9K followers, 37.3K engagements

"Correctly predicted Xpeng's imminent selloff: stock dropped X% the following day"
X Link 2025-12-03T07:29Z 53.9K followers, XXX engagements

"Deep dive into the AMD investment case is in the works Stay tuned"
X Link 2025-12-03T07:37Z 53.9K followers, 8702 engagements

"News: Uber announces "Robotaxi Rides" in Dallas. *** SAN FRANCISCO--(BUSINESS WIRE)-- Uber Technologies Inc. (NYSE: UBER) today announced that Dallas riders can now be matched with an Avride robotaxi unlocking a brand-new way to ride with Uber. Heres what you can expect when matched with an Avride robotaxi: Request your ride: Starting today riders in Dallas who request an UberX Uber Comfort or Uber Comfort Electric may be matched with an all-electric Avride robotaxiat no additional cost. Riders will receive a notification each time and will always have the option to accept or switch to a"
X Link 2025-12-03T12:22Z 53.9K followers, 4960 engagements

""Rivian to recall nearly 35000 vehicles over seat belt issue as their seat belt system may fail to properly restrain the driver .the EV maker said in a filing with the U.S. National Highway Traffic Safety Administration on Tuesday.""
X Link 2025-12-03T12:27Z 53.9K followers, 5236 engagements

"Your concern isn't flawed. 1) I think you confused them with Xpeng. NIO is not a software supplier to VW. 2) Additionally NIO is trading at over $12B. Customary M&A premium is 30-40% to get a deal done. This means a $16B ticket. Nobody will pay that for NIO. 3) Also BinLi would have to approve it and would have no role in VW Group. Currently BinLi has ultimate power at NIO. Unlikely he would give it up"
X Link 2025-12-03T14:55Z 53.9K followers, XXX engagements

"News: Xpeng dramatically outsells NIO in Germany In November alone Xpeng delivered more cars than NIO has managed to sell in the past XX months combineddespite NIO having entered the German market well before its rival. The contrast underscores just how rapidly Xpeng is gaining traction while NIO continues to struggle for momentum. NIO sold between September 2024 and November 2025 XXX vehicles in Germany. Xpeng sold XXX vehicles in November 2025. NIO's total sales since launch amount to 1898 vehicles Xpeng's to 2958 vehicles. This implies Xpeng's fleet in Germany exceeds NIO's already by 56%"
X Link 2025-12-04T09:01Z 53.9K followers, 5826 engagements

"NIOs CEO is back to personally promoting the ET9a model that continues to struggle with salesthrough online videos. Most ET9 buyers are business owners who see the purchase as a marketing opportunity. By appearing with NIOs founder they effectively receive a free promotional video for their own brand or platform. The ET9 itself is a solid vehiclearguably a great onebut overpriced for what it offers. However when the purchase comes bundled with tens of thousands of dollars worth of exposure the economics start to make sense. Thats the real incentive behind many of these transactions. Some"
X Link 2025-12-04T10:23Z 53.9K followers, 4794 engagements

"AMD Investment case analysis dropping in the next two hours🔥🔥🔥 Well answer whether one should go short or long after a +50% rally"
X Link 2025-12-07T09:02Z 53.9K followers, 7913 engagements

"@CyberPunkCortes .@grok is this picture likely AI generated"
X Link 2025-12-07T13:31Z 53.9K followers, 11.6K engagements

"This video is horse chocolate and here is why: The conclusion of this video is based on a number of flawed assumptions and omissions. 1) There are no XXX mi real world range EVs. The vast majority of EVs (over 90%) is below XXX mi and isnt growing much anymore. It appears to be a sweet spot. 2) Ignores the fact that batteries can be recycled. Its true that a long range EV during its first life does not save a lot more CO2 (it still does some) but saves a lot one recycled batteries materials enter the equation. 3) The video omits the other key benefit of EVs: no toxic pollutants causing smog"
X Link 2025-12-08T04:53Z 53.9K followers, 7147 engagements

"Number of S&P XXX companies earnings calls citing "AI""
X Link 2025-12-08T20:44Z 53.9K followers, 6052 engagements

"It's always the same pattern: when the Nvidia short sellers get cooked they come up with wild ideas. An incomplete list of the nonsense spread just this year: X. Deepseek reduces Nvidia demand 10x X. Most of Nvidia's revenue is from China and Singapore bookings are all hidden China sales. X. Amazon's Trainium is better/cheaper than Nvidia's Blackwell. X. AMD's MI350 is better/cheaper than Nvidia's Blackwell. X. Google's TPU is better/cheaper than Nvidia's Blackwell. X. Huawei's Ascend NPU is better/cheaper than Nvidia's Blackwell. . How can everyone make a better and cheaper compute system"
X Link 2025-12-09T06:55Z 53.9K followers, 6782 engagements

"News: Rivian announced during yesteday's "AI Day" it will soon develop reusable rocket technology to deploy data centers in Space to power their FSD technology using inhouse developed and Space-grade GPUs and solar panels. Rivian said their upcoming humanoid would ensure cost effective and timely deployment. RJ Scaringe Rivian's CEO/foudner was quoted: "I am excited about the opportunities for Rivian ahead.""
X Link 2025-12-12T09:52Z 53.9K followers, 17.8K engagements

"News: Magna a contract manufacturer for OEMs just announced to make vehicles in Europe for Chinese automaker GAC. This further intensifies competition in the European market since it helps avoid tariffs. We moved from an era where Chinese made European/US cars to Chinese copying them to now Chinese developing cars for Europeans to make them. *** Guangzhou China / Aurora Ontario Nov XX 2025 Today GAC and Magna announced a vehicle assembly program to accelerate electric mobility and expand localized EV production in Europe. The collaboration underscores GACs regional commitment extending"
X Link 2025-11-21T11:00Z 53.9K followers, 6530 engagements

"@grok @EricLDaugh How many Noble prize winners has the Arab world produced compared to the Western world per capita"
X Link 2025-11-27T19:28Z 53.9K followers, 1579 engagements

"News: BYD's global vehicle sales decreased for the third consecutive month year-over-year in November. BYD reported 480186 vehicle sales implying a X% year-over-year decrease"
X Link 2025-12-01T11:16Z 53.9K followers, 4794 engagements

"This is an analysis of Rocket Lab we shared in September with investors"
X Link 2025-12-01T19:12Z 53.9K followers, 5627 engagements

"@UltraDane People should think for a moment where the white skin is from. Hint: little sun light. Harsh winters. Not from plentiful tropical climate where food literally grows on trees all year round"
X Link 2025-12-02T09:44Z 53.9K followers, 2275 engagements

"The big picture is that TSLA at $1.5T cannot I repeat cannot trade on automotive. It's that simple. For this exact reason car sales have become largely irrelevant AS LONG AS the business generates enough cash to fund the AI products. End of story. If Tesla's Europe sales were double what they are it still wouldn't matter one bit"
X Link 2025-12-04T09:10Z 53.9K followers, 21.8K engagements

"The following is for investors. In this post I want to explain why I study a wide range of companies instead of simply identifying one or two winners. Some might assume its about diversification. It isnt. Diversification is often the refuge of investors who lack conviction. True conviction comes from deeply understanding an opportunity. So why analyze so many different opportunities First the companies I study share a common thread. Theyre not random picksthey overlap in meaningful ways. Second and far more importantly studying many companies allows you to pre-positionlike a cat watching a"
X Link 2025-12-04T10:05Z 53.9K followers, 11.1K engagements

"@elonmusk Getting close. Wonder how long it takes to cross the uncanny valley"
X Link 2025-12-05T06:16Z 53.9K followers, 7120 engagements

"Is AMD still worth buying after its massive runand recent pullback We just released a deep-dive investment case on AMD built on a fully integrated 800+ line financial model that incorporates the latest SEC filings earnings-call guidance and long-term insights from AMDs recent investor event. And for those who prefer a guided walkthrough the analysis is also covered in a 90-minute video where we break down XX analytical slidesincluding: 🔸 Full historical and projected financials 🔸 Key assumptions and scenario drivers 🔸 Consensus estimates vs. our model 🔸 Guidance review and what it implies"
X Link 2025-12-07T11:15Z 53.9K followers, 15.1K engagements

"This TSLA warning nailed it. When I published the analytical thread shown in the attachment TSLA was trading around $XXX in pre-market. By the end of the day it had sold off to $438a $XX intraday move. Importantly none of this was based on chart phrenology or gut feeling. The call came from a structured blend of quantitative indicators positioning data and a fundamental assessment of the setup. This is the type of timely evidence-based insight my research subscribers receive"
X Link 2025-12-09T04:55Z 53.9K followers, 17.6K engagements

"EPS Estimates Rise Instead of The Typical Fall Summary: Analysts modestly raised S&P XXX earnings expectations in October and November lifting the Q4 bottom-up EPS estimate by XXX% to $70.34an uncommon increase given that EPS estimates typically decline in the first two months of a quarter. This marks the second straight quarter of early-quarter estimate gains contrasting with long-term averages that show declines of X% to X% over similar periods. Only three sectors saw upward Q4 revisionsInformation Technology Financials and Energywhile Consumer Staples Utilities and Health Care led the"
X Link 2025-12-10T05:02Z 53.9K followers, 4296 engagements

"@HungaryBased Poland Czech Republic and Hungary to form block"
X Link 2025-12-10T05:06Z 53.9K followers, 3872 engagements

"Trailing 12-months revenue through October rose XXXX% year over year to $XXXXX billion"
X Link 2025-12-10T07:43Z 53.9K followers, XXX engagements

"TSM is up nearly X% over the last one month"
X Link 2025-12-10T07:43Z 53.9K followers, XXX engagements

"@mikhaele_ible @elonmusk It's confirmed. A board member spilled the beans"
X Link 2025-12-10T19:09Z 53.9K followers, 1047 engagements

"Jim Cramer gets it 👇 I'd like to highlight a few things. Tesla's updated mission statement under Elon: Tesla's new mission is to create "sustainable abudance". 🔥 I'd also like to remind everyone that the humanoids craze we are currently witnessing was ushered in by Elon. When Elon first presented the idea the 'smart' people thought it was silly. Fast forward a few eyars: hundreds of companies globally work feverishly on humanoids and thousands more in the supply chain. Industry titans like Jensen Huang think that humanoids are most likely "the only type of robot" which can work since it is"
X Link 2025-10-24T03:16Z 53.9K followers, 9788 engagements

"News: Ford halts inhouse EV development for European market. Switches to Renault's platform instead. Ford will launch Ford-branded vehicles which will be built on Renault's Ampere platform and will be manufactured by Renault. I predicted that Ford would mothball most of their EV porgrams. Wait until the Lightning discontinuation is announced. This was obvious: 1) After the elimination of the tax credit Ford's uncompetitive EVs had even less chance of market success. 2) Hence the large US market was lost for gross profit generation which could fund EV development. 3) Hence Ford is now giving"
X Link 2025-12-09T06:16Z 53.9K followers, 7880 engagements

"In November the Tesla Model Y was Chinas best-selling EVaside from one outlier: the Wuling Hongguang Mini EV a tiny city car that costs barely XX% of a Model Ys price"
X Link 2025-12-09T18:08Z 53.9K followers, 5561 engagements

"Bloomberg reported that SpaceX is preparing for a 2026 IPO. In this thread I discuss the impact on TSLA investors. (highly recommended reading) 👇"
X Link 2025-12-10T04:05Z 53.9K followers, 7787 engagements

"@elonmusk Your IPOs will be so massively oversubscribed that you won't even notice the pricing impact from excluding those funds / asset managers voting against you. Would be crazy if you later allocated any stock to them. And everyone: no this is not petty"
X Link 2024-06-09T04:52Z 53.9K followers, 149.1K engagements

"Hi polyglot speaking here: best way to study any language is A) 'situational' learning. The way I would explain it is that the brain connects vocabulary with situations. For example if you always study words at your desk your brain connects the words with that situation (at your desk in your room calm environmet - highly artifical situation relative to language) and hence won't be able to retrieve them in the real world situation at least not fast enough. Learn words in applicable situation. When you mix up words use nmemonics. B) Second always learn new words in set phrases and ideally in"
X Link 2025-09-01T07:15Z 53.9K followers, 3.2M engagements

"🚀 Momentum update: Our research subscription grew XX% in the last XX days now reaching 3300 subscribers. This is our fastest acceleration since launching XX months ago and were now running ahead of trend. Thank you to everyone whos joined. Our mission remains the same: world-class investment research accessible to every investor"
X Link 2025-12-08T13:20Z 53.9K followers, 29.8K engagements

"18 days agoright in the middle of the TPU hysteriaI sent this trading alert to subscribers: I highly recommend you pick up some NVDA. Since then the stock is up over 9%. This is the type of data-driven time-sensitive insight my research service delivers. Join a rapidly growing community of 3300+ investors who rely on disciplined analysisnot hypeto find opportunities and generate alpha. If you want institutional-grade research delivered in real time now is the perfect moment to join"
X Link 2025-12-09T04:39Z 53.9K followers, 9338 engagements

"A really clever headline by Stellantis' marketing department: "Advance large scale deployment of driveless mobility". The word "advance" means it's not even close. Let's "advance" faster than light travel. Advance means only "we are working on it". Tesla did advance in 2019 "autonomy". Stellantis is hopelessly behind in autonomy"
X Link 2025-12-09T08:10Z 53.9K followers, 6289 engagements

"Hey Elon @elonmusk is it true SpaceX (not Starlink) IPO is coming in 2026 if there is an opportune market window I think a lot of people who invested in your companies for a long time would like to know"
X Link 2025-12-10T15:20Z 53.9K followers, 21.4K engagements

"Breaking: Oracle with massive earnings beat. EPS up XX% to $XXXX Remaining Performance Obligations (RPO) increased by $XX billion in Q2up XX% sequentially to $XXX billion"
X Link 2025-12-10T21:14Z 53.9K followers, 13K engagements

"🔥Oracle dropped XX% after reporting earnings a sharp reversal for a stock that just two months ago was outperforming the market by more than 80%. Now its lagging the market year-to-date. We spent the night digging into the numbers to determine whether this pullback creates a compelling entry point or a signal for investors to stay on the sidelines. Our conclusion is based on 800+ lines of financial modeling and a full dissection of Oracles earnings quality cash-flow dynamics backlog trajectory and capital structure. Investors can access our full conclusion and the supporting rationale here:"
X Link 2025-12-11T13:10Z 53.9K followers, 12.4K engagements

"This stock is up XX% right now"
X Link 2025-12-11T16:23Z 53.9K followers, 13.2K engagements

"@GadSaad Wait you can sit next to the third most powerful person or one of various celebs Should be obvious right"
X Link 2025-12-11T17:28Z 53.9K followers, 27.9K engagements

"Looks like Rivian's AI day was well received by investors"
X Link 2025-12-11T18:25Z 53.9K followers, 45.8K engagements

"Asked Grok to compare itself with latest gen AIs. Grok's assessment implies it is superior or at least at the same level as ChatGPT/Gemini/Claude in all major benchmarks. Is this in line with your user experience"
X Link 2025-12-12T05:55Z 53.9K followers, 5209 engagements

"@joeroganhq John is not that bright 👇🤦♂ Black Panther Independence Day Men in Black The Pursuit of Happyness Django Unchained Creed Get Out Training Day Ray"
X Link 2025-12-12T14:04Z 53.9K followers, 9680 engagements

"Perhaps people are just not to keen on his acting. There is a number of universally celebrated black actors Denzel Washington Morgan Freeman Samuel L. Jackson Will Smith (before he went crazy) Viola Davis Octavia Spencer Idris Elba Laurence Fishburne"
X Link 2025-12-12T14:07Z 53.9K followers, 16.9K engagements

"In this thread I want to give you an idea just how insane the current government spending is and how far we drifted away from any sustainable fiscal spending. This is all based on reported numbers and there are no assumptions/forecasts. In the current fiscal year the government already spent $4159 billion. This is for the first X months and the fiscal year ends in September. The latest available data is as of April. The already accrued deficit amounts to over $X trillion: $1049 billion. You can see in the chart how net interest expense has become the #2 largest spending category at $579"
X Link 2025-06-06T17:51Z 53.9K followers, 22.9M engagements

"In March 2016 Elon unveiled the Tesla Model X promising an affordable electric vehicle starting at $35000. @Tesla When adjusted for inflation that original target equates to approximately $47617 in today's dollars. Yet Tesla has significantly overdelivered on this promise: the new Standard Model X launched yesterday at a starting price of $36990 (unsubsidized) comes in XX% below that inflation-adjusted figure. @larsmoravy Put another way in 2016 dollars this latest Model X would only cost about $27189"
X Link 2025-10-08T07:40Z 53.9K followers, 14.6M engagements

"Bloomberg reports SpaceX IPO in 2026"
X Link 2025-12-10T03:24Z 53.9K followers, 7376 engagements

"Dont worry. I will always tell you the good the bad and the ugly but it would be helpful if you dont forget to like/share my posts since I get a lot of deboosting as a result of what I share with investors"
X Link 2025-12-10T12:20Z 53.9K followers, 4943 engagements

"Did you realise: absolutely everyone even Rivian now claims to be able to build better and cheaper chip than NVIDIA. 🤔 If something sounds too good to be true it usually is horse chocolate"
X Link 2025-12-12T03:43Z 53.9K followers, 18K engagements

"Wow the leapfrogging continues. If these benchmarks are correct OpenAIs ChatGPT XXX beats Gemini X Pro and Claude Opus XXX in all major benchmarks. Am I missing something"
X Link 2025-12-12T05:32Z 53.9K followers, 12.1K engagements

"Elon @elonmusk just a reminder: make sure your bankers wont allocate any SpaceX shares to any fund who voted against your comp package. Pricing will still be super strong"
X Link 2025-12-12T05:35Z 53.9K followers, 68.7K engagements

"🔥This thread provides a summary of our price targets and share-price corridor projections for our core U.S. tech coverage. These forecasts are based on our proprietary research which has consistently outperformed Wall Street consensus estimates from Bloomberg and FactSet. Link: 👇 Companies covered (in no particular order): Nvidia Tesla Apple Alphabet Meta Palantir Microsoft Amazon AMD Oracle"
X Link 2025-12-12T08:09Z 53.9K followers, 15.4K engagements

"@Mindset4Money_X The track record is so strong since Google was the ideal buyer. YouTube outside of Google but with Google as a competitor would not have become what it is today"
X Link 2025-12-12T08:18Z 53.9K followers, 9277 engagements

"His strategy is a form of sunk cost fallacy exploit. He burns investors money. However the dollars lost do accrue some nonzero value over time that later investors pick up for cents on the dollar. Thats the trick and that will keep Rivian going"
X Link 2025-12-12T14:54Z 53.9K followers, 25.4K engagements

"Who do you believe more: Elon who thinks Rivians multi sensor approach is horse chocolate or Rivian"
X Link 2025-12-12T15:23Z 53.9K followers, 17.8K engagements

"@Rivian Great buzzwords 💪"
X Link 2025-12-12T19:53Z 53.9K followers, 2205 engagements