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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: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence automotive brands XXXXX% stocks XXXXX% finance #5329 technology brands XXXXX% celebrities XXXX% countries XXXX% nfts XXXX% exchanges XXXX%

Social topic influence nio #271, tesla #564, ai 4.65%, ipo #61, investment 3.1%, xpeng #96, maker #1666, rivian #144, open ai 2.33%, ford #1945

Top accounts mentioned or mentioned by @elonmusk @grok @alpe1949 @con @amazlngnature @shai_machnes @william_r2rclub @drbrianreid @kabans977 @xiaomi @leijun @bydcompany @blueskykites @owensparks @compulyze @abc @nvidia @selfmademastery @mostgroundtruth @dododo98789241

Top assets mentioned Tesla, Inc. (TSLA) XPeng Inc. (XPEV) The Humanoids (thehumanoids) Uber Technologies, Inc. (UBER) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last XX hours

"The share price of this company soared XXX% over the last XX months. This is a financial deep dive into Xiaomi. Is this China's next "Apple" (ticker: @Xiaomi @leijun"
X Link 2025-08-23T12:25Z 53.8K followers, 3280 engagements

"News: Warren Buffett sold his remaining BYD shares. @BYDCompany What happened X. Despite selling over X million vehicles annually BYD is still cash flow negative as my research shared on X showed and forced the company to raise a record $XXX billion in equity capital in March. X. Historically reported positive free cash flow was achieved via hidden supplier financing: BYD kept increasing supplier payment terms (ie did not pay suppliers and avoided cash outflows) from XXX days (Q2'20) to XXX days (Q2'25). X. I estimate the capital gap amounts to approximately $XX billion (required amount to"
X Link 2025-09-22T06:57Z 53.8K followers, 237.7K engagements

"Chart updated for Lucid: as of September 2025 Lucid ranks #3 most cash burning EV maker globally with total reported cash burn of $14.4B behind Rivian $XXXX billion and Ford's EV segment $XXXX billion. These 'top 3' have lost a combined $XXXX billion since inception. All shown companies excluding Tesla lost a combined $XXXX billion. Note: This chart captures all pure EV makers (or EV segments) for which disclosure is available"
X Link 2025-11-06T03:28Z 53.8K followers, 45K engagements

"@ABC Given the speed of the humanoids race and the intensity everyone is deploying they have absolutely no chance to produce anything unsubsidised that is competitive within a timeframe that would give them a fighting chance"
X Link 2025-11-13T13:48Z 53.8K followers, 1427 engagements

"OpenAI recorded a quarterly loss of $XXXX billion in Q3 2025 a XXX% increase from its $XXX billion loss in Q3 2024. While these figures were not publicly announced they can be inferred from the companys SEC filings. This means that the market rumour and speculation about OpenAI's staggering losses were all true"
X Link 2025-11-27T13:17Z 53.8K followers, 156.9K engagements

"He is right. Artificial intelligence is a lousy name. Synthetic intelligence would be much better. It's neutral highlights the man-made angle without sounding scary or buzzwordy. But that train probably left the station"
X Link 2025-11-28T18:36Z 53.8K followers, 11K engagements

""NIO currently appears significantly overvalued". Since we shared this insight stock is down almost XX% in just XX weeks. Our accurate call was driven by our proprietary approach to data analysis"
X Link 2025-12-01T10:24Z 53.8K followers, 6819 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 53.8K followers, 2263 engagements

"Renaissance Technologies invented AI long before anyone used the term Artificial Intelligence. Renaissance curated data. Applied statistical methods to detect patterns. Derived intelligence - although primitive by today's standards - to react in real time to detected patterns. The net result was the most alpha ever created in stock markets"
X Link 2025-12-02T13:32Z 53.8K followers, 4834 engagements

"Here comes a XXX IQ question: Why would NVIDIA advertise AWS Tranium if it was true that NVIDIA would lose a lot of sales to Tranium"
X Link 2025-12-02T16:50Z 53.8K followers, 2323 engagements

"News: Ford's EV sales in the US drop XX% in November (year-over-year). Ford sold only 4247 EVs. Ford will soon announce the discontinuation of the F150 Lightning"
X Link 2025-12-02T16:56Z 53.8K followers, 8416 engagements

"We correctly predicted to get out of / stay out of Rocket Lab. Stock was clearly in a EDT bubble"
X Link 2025-12-03T07:29Z 53.8K followers, XXX 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 53.8K followers, 11.1K 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, 6174 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, 4788 engagements

"Shareholders of Mitsubishi Motors (ticker: 7211.T; MCap $XXX billion) made $XXXXX per vehicle sold in Q2 2025. Mitsubishi reported 215000 vehicle sales in Q2 2025 (wholesale) and reported shareholders' net income of $XXX million"
X Link 2025-09-21T07:03Z 53.8K followers, 9415 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 53.8K followers, 9787 engagements

"News: NIO reported a $XXX million loss for the third quarter of 2025. As usual my estimate outperformed Wall Streets consensus: -Reported: $514M -Wall Street consensus: $612M (16% error) -My estimate: $540M (4.8% error)"
X Link 2025-11-25T10:53Z 53.8K followers, 6355 engagements

"News: Another Chinese auto brand is being IPOed. This time it's Avatr which was jointly created by Changan one of China's largest automakers Huawei one of China's leading tech companies and CATL the world's leading battery maker. We'll be sharing a due diligence report on this company with investors. Our recommendation on the last Chinese automaker IPO (Chery) nailed it. See proof attached"
X Link 2025-11-29T03:57Z 53.8K followers, 4843 engagements

"This chart shows you how the close link between operating profit and profit before tax was broken. The gap will increase in the next few quarters due to the OpenAI investment"
X Link 2025-11-30T20:04Z 53.8K followers, XXX engagements

"Shareholders' net income the input for earnings per share will also be lower due to OpenAI. MS started to publish in Q3 non-GAAP EPS which exlcudes the OpenAI impact but I doubt investors will ignore the impact"
X Link 2025-11-30T20:04Z 53.8K followers, XXX 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, 5573 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

"NIO lost now XX% in the last X months. This means all our NIO predictions nailed it"
X Link 2025-12-01T17:57Z 53.8K followers, 4062 engagements

"🔥News Update: Tesla China surged in November with sales jumping XX% over October and rising nearly XX% compared to November 2024. Our proprietary search-interest analytics once again proved their valueaccurately predicting that elevated demand would hold strong despite an increasingly crowded EV market. Bottom line: our subscribers gained a meaningful advantage ahead of the market again"
X Link 2025-12-02T13:19Z 53.8K followers, 11.3K 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 53.8K followers, 8682 engagements

"Volvo's sales decreased by 10%"
X Link 2025-12-03T09:04Z 53.8K followers, 4657 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 53.8K followers, 4952 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 53.8K followers, 5214 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

"@elonmusk Getting close. Wonder how long it takes to cross the uncanny valley"
X Link 2025-12-05T06:16Z 53.8K followers, 7107 engagements

"@AMAZlNGNATURE .@grok what likely explains a significantly large population of house cats compared to house raccoons"
X Link 2025-12-05T18:10Z 53.8K followers, 9397 engagements

"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

"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

"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

"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

"NIO's founder/CEO William Li guided for 444000 vehicle sales in 2025. After the first XX months of the year NIO sold 278000 vehicles. Assuming NIO sells in December the same number of vehicles it did in November NIO would deliver 314000 vehicles for the full year 2025 implying a miss of 29.2%. See attached post from August it will blow your mind: "I predict that NIO will miss its 2025 deliveries guidance of 444000 vehicles by at least 29%.""
X Link 2025-12-01T15:05Z 53.9K followers, 8503 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, 16K 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, 8040 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, 9286 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, 37.2K engagements

"News: NIO sold just nine cars in Germany this November. According to sources in the NIO Community a sudden surge in customer interest reportedly overwhelmed the stores. Staff struggled to hand over vehicles because the showrooms were packed and the crowds made normal operations nearly impossible. In a paradoxical twist the company was allegedly too popular to actually sell carsresulting in fewer sales despite the surge in foot traffic"
X Link 2025-12-04T08:45Z 53.9K followers, 5630 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, 5802 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, 21.7K 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, 7888 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

"@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, 7135 engagements

"Number of S&P XXX companies earnings calls citing "AI""
X Link 2025-12-08T20:44Z 53.9K followers, 6011 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, 9215 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, 17.3K 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, 6706 engagements

"Bloomberg reports SpaceX IPO in 2026"
X Link 2025-12-10T03:24Z 53.9K followers, 7161 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, 4124 engagements

"@HungaryBased Poland Czech Republic and Hungary to form block"
X Link 2025-12-10T05:06Z 53.9K followers, 3087 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

"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, 4598 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, 18K engagements

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

"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, 7779 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, 7532 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, 9789 engagements