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@alojoh Avatar @alojoh AJ

Tesla has achieved significant success, including outselling Mercedes Benz and BMW in China, with over XXXXXXX vehicles sold in Q3 2025. The company has also made advancements in its Full Self-Driving (FSD) technology, including the ability to understand human stop signs and reverse out of tricky situations. Additionally, Tesla has launched new models, including the Model X and Model Y, with competitive pricing.

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence #

Social category influence automotive brands #784 stocks #905 finance #1991 countries #7045 celebrities XXXX% technology brands XXXX% formula 1 #1416 currencies #1160 luxury brands XXXX% travel destinations XXXX%

Social topic influence tesla #60, rivian #94, china #925, aj #35, general motors #1, nio #279, vehicles #198, byd #27, ford #263, mercedesbenz #124

Top accounts mentioned or mentioned by @elonmusk @tesla @rivian @grok @chamath @teslaxsweden @jimfarley98 @rjscaringe @ford @nvidia @teslafuzz @louiswei8 @gm @berlinergy @danramsfan @bydcompany @amd @bryanjohnson @itskyleconner @logicsblade

Top assets mentioned Tesla, Inc. (TSLA) General Motors Company (GM) Uber Technologies, Inc. (UBER) BlackRock Inc (BLK) Costco Wholesale Corporation (COST) Toyota Motor Corporation (TM) Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"The level of volatility (constantly up/down 5%) on no material news are the hallmarks of market man***lation. And no this is not typical market movements. None of NIO's Chinese peers exhibits this level of volatility. Some key peers right now Xpeng +2.5% Li Auto -XXX% BYD -1.2%"
X Link @alojoh 2025-09-26T14:12Z 50K followers, 6632 engagements

"@modernhistory 1) Highly processed foods 2) Social Media dopamine addiction 3) The rise of binge watching 4) Widespread use of antidepressants 5) Indoctrination Happened"
X Link @alojoh 2025-10-14T15:34Z 50K followers, 18.9K engagements

"Smart money is buying compute at peak prices What does Blackrock see what the AI is in a bubble folks dont"
X Link @alojoh 2025-10-06T07:40Z 49.7K followers, 14.3K engagements

"@elonmusk Well done I studied the economics of the auto industry for a long time and that's why I can truly appreciate what you pulled off. Unfortunately XXXX% of people will never fully understand"
X Link @alojoh 2025-10-08T12:36Z 49.8K followers, 21.9K engagements

"The correct headline should be: Ford too had to drop plan to exploit tax loophole to gain unfair access to millions of taxpayer money Ford (Jim Farley @jimfarley98) and GM (@mtbarra) s moral leadership on display @GM @Ford"
X Link @alojoh 2025-10-10T11:22Z 49.8K followers, 14.7K engagements

"News: NIO missed midpoint of Q3 2025 guidance range by XXX% and grows at less than half the rate of Xpeng and Leapmotor. Amongst peers (see attached) NIO reported the largest guidance miss and the slowest year-over-year growth rate (except Li Auto). Year-over-year growth: X. Xpeng: +149% X. Leapmotor: +102% X. NIO: +41% NIO's guidance miss is in line with NIO management's pattern of overpromising: in X out of the last XX quarters NIO management missed the midpoint of guidance. Note: NIO missed by more than competitors even though NIO's guidance was given only XX days before end of quarter"
X Link @alojoh 2025-10-01T08:10Z 50K followers, 21K engagements

"🔥Breaking: Tesla reports MASSIVE BEAT Deliveries up XXX% year-over-year and XXXX% higher than WS consensus Energy stoarge up XX% year-over-year and XXXX% higher than WS consensus. Epic quarter Congratulations Tesla @Tesla team and @elonmusk Daddy is back and it shows💪"
X Link @alojoh 2025-10-02T13:08Z 49.7K followers, 24.2K engagements

"It seems everyone is hyperventilating about the OpenAI/AMD deal while its simply a strategic move to create optionality. @nvidia @AMD Nvidia dominates the market for AI compute. Throwing a bone to AMD makes complete sense and was expected. Management of hyperscalers cannot exclusively rely on Nvidia. This would be bad management. Hence ensuring another viable non-Chinese player is around is vitally important to them. To me this was always the base case. If I was Satya (Microsoft) Sundar (Alphabet) Sam (OpenAI) or Andy (Amazon) I would absolutely try to have at least one alternative supplier"
X Link @alojoh 2025-10-06T14:21Z 49.9K followers, 13.9K engagements

"@SpaceX @Starlink I wonder when youll openly admit to compete with telcos"
X Link @alojoh 2025-10-14T03:23Z 50K followers, 4984 engagements

"@chris_j_paxton Name three which are not Nvidia related"
X Link @alojoh 2025-10-13T16:09Z 49.9K followers, XXX engagements

"Mercedes launched in September pre-sale of the new CLA EV but search interest suggests it will flop: currently it ranks only number XXX most searched vehicle. This is a graveyard ranking. @MercedesBenz Mercedes-Benz's all-new all-electric CLA was developed for the Chinese market with long-wheelbase. The electric sedan will be available in two variants: the all-electric CLA XXX L Ultra-Long Range Edition priced at 259000 yuan (36000 USD) and the all-electric CLA XXX L Ultra-Long Range Intelligent Edition with a pre-sale price of 299000 yuan (41600 USD)"
X Link @alojoh 2025-10-14T17:40Z 50K followers, 11.1K engagements

"I had a long discussion with Grok. Grok thinks @CAgovernors political career could be over in the next X months"
X Link @alojoh 2025-10-14T06:08Z 50K followers, 9776 engagements

"🔥Breaking: Nobel Peace Prize winner dedicates prize to "Trump" @realDonaldTrump "I dedicate this prize to the suffering people of Venezuela and to President Trump""
X Link @alojoh 2025-10-10T16:14Z 49.7K followers, 9488 engagements

"@NR1_LDO @Uber Won't be overnight collapse in SP but a demise. Uber will try to position itself as the Android. This is what I would do if I was in Dara's position. Well he already started that process so it's an easy prediction"
X Link @alojoh 2025-10-11T18:29Z 49.7K followers, XXX engagements

"Grok thinks Prop XX reduces likelihood of fair elections in California"
X Link @alojoh 2025-10-14T18:00Z 50K followers, 10K engagements

"@GavinNewsom .grok is there any evidence for Gavin Newsoms claims"
X Link @alojoh 2025-10-14T04:40Z 50K followers, 1494 engagements

"I call it the "Formula X driver problem". F1 drivers are praised as "the best drivers" but do we really know if we haven't tested a meaningful share of the population for their driving abilities Based on total global population only a tiny tiny minority will ever be in a position to practice enough to see whether they have talent. I like to find out the truth. Imagine you tested only ten people for their cooking skill and called the best one among them "the best cook in the world". That would be silly and you'd agree but logically above post's example does exactly that"
X Link @alojoh 2025-10-11T16:19Z 49.8K followers, 2223 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 @alojoh 2025-10-08T07:40Z 50K followers, 14.5M engagements

"@colorfullllove @amazon @BillAckman I recommend you do. Amazon is very different from the other Mag X stocks"
X Link @alojoh 2025-10-14T16:47Z 50K followers, 1494 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 @alojoh 2025-05-19T05:36Z 50K followers, 19.7M engagements

"Xpeng management exceeded the midpoint of guided vehicle deliveries for the third quarter by 0.4%. Guidance was published on August XX 2025 and thus was for a XX days period. I think it's important to keep management teams accountable for their investor guidance. Xpeng management did deliver Congrats @xiaopenghexpeng and @XPengMotors team"
X Link @alojoh 2025-10-01T05:59Z 49.8K followers, 4951 engagements

"News: Tesla outsells both BMW and Mercedes in China. @Tesla @BMWGroup @MercedesBenz In the third quarter of 2025: BMW sold 147121 cars in China Mercedes sold 125100 cars in China. Final numbers for Tesla have not yet been released but available weekly data implies that Tesla sold over 170000 vehicles (likely closer to 175000) vehicles in China in the third quarter. This implies Tesla sells about XX% more cars than BMW in China and more than one third more vehicles than Mercedes in China"
X Link @alojoh 2025-10-08T03:52Z 49.9K followers, 16.7K 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 @alojoh 2025-09-01T07:15Z 50K followers, 3.1M engagements

"@StephenWensley @MercedesBenz Not true This vehicle is built by Chinese in China in a BAIC plant Tesla is not flopping in China"
X Link @alojoh 2025-10-14T19:07Z 50K followers, XXX engagements

"News: The fire at Ford's New York aluminum plant is expected to affect F-150 production and could cause Ford an estimated earnings loss of $X billion. @Ford That's the second material aluminum plant fire for Ford in just the last X years"
X Link @alojoh 2025-10-08T14:34Z 50K followers, 10.6K engagements

"BREAKING: Lucid is up XX% on announced Uber partnership "Lucid Nuro and Uber Partner on Next-Generation Autonomous Robotaxi Program""
X Link @alojoh 2025-07-17T13:18Z 49.9K followers, 25.3K engagements

"Shocking news: General Motors @GM pressures suppliers into legal dependency and wants to dictate prices. General Motors (GM) has added a "Program Extension Clause" to its supplier purchase orders giving the company the unilateral right to extend contracts indefinitely with six months' notice. This new clause also allows GM to unilaterally determine pricing for extended terms if the parties cannot agree. The change which applies to new and amended contracts from September XX 2025 has drawn criticism from suppliers concerned about the loss of traditional fixed-term contracts and the potential"
X Link @alojoh 2025-10-15T07:16Z 50K followers, 23.5K engagements

"@GavinNewsom Gavin Newsom will be President of the United States of America from January XX never"
X Link @alojoh 2025-10-13T16:55Z 49.9K followers, 2260 engagements

"News: Wall Street increases Tesla Q3 2025 earnings estimates by 8%. Consensus increased since deliveries from $XXXX to $XXXX currently. That's an increase of 8%"
X Link @alojoh 2025-10-12T18:34Z 50K followers, 19.7K engagements

"On April X 2025 Rivian "reaffirmed" 2025 delivery guidance range of 46000-51000 vehicles"
X Link @alojoh 2025-10-07T11:37Z 49.7K followers, XXX engagements

"I analyzed Tesla's last XX quarters examining the impact of delivery announcements on share price the stock's performance between the delivery release and the day before earnings (the current period) and the effects of earnings reports. This analysis incorporates both quantitative and qualitative factors including management announcements. Here are my findings"
X Link @alojoh 2025-10-13T08:32Z 50K followers, 12.7K engagements

"News: Apple CEO Tim Cook @tim_cook to step down and why Apple accrued most value under his leadership is a likely a myth. @Apple The common wisdom is that Apple performed phenomenally well under Tims leadership: stock is up over 1700% you may read. The reality is somewhat different. Some key background data first: X. Steve Jobs died October X 2011. X. Apples split adjusted closing price that day was $XXXXX. X. At time of Jobs death Apple delivered in the following X unreported quarters (calendrical quarters: Q4 2011 Q1 2012 Q2 2012 and Q3 2012) EPS of $XXXX per share (split adjusted). X. This"
X Link @alojoh 2025-10-13T06:59Z 49.9K followers, 25.3K engagements

"Anyone surprised by this Hello its Hamas we are talking about. They wont stop because someone somewhere signed a piece of paper. This isnt how they roll. The only solution to the problem is one nobody likes to discuss and hence its just a matter of time for it to return to the prior state"
X Link @alojoh 2025-10-14T13:54Z 50K followers, 15.3K engagements

"Let's cut to the chase: 1) RJ was able to piggyback on Tesla's exceptional success by presenting himself as the next Elon and Rivian as the next Tesla enabling him to raise a record amount of capital. Without Tesla there would be no Rivian. Tesla provided the blueprint for pretty much everything material Rivian does. Even Rivian's famous EE architecture was partially copied from Tesla. 2) He and Rivian were neither and RJ isn't cut out to run Rivian as evidence by what little he delivered in the years post IPO. 3) RJ didn't understand the auto industry when he started out. He learned the hard"
X Link @alojoh 2025-10-03T19:28Z 49.9K followers, XXX engagements

"You have to look at this from a strategic perspective and pull your head out of a few quarters' perspective. The key customers all fight for defending multi trillion dollar MCaps. Spending $100B or $200B too much on infrastructure is a small price to pay given what's at stake. They all have understood that. None of them will relent unless they have to. I know their financials/balance sheet better than most people commenting on these things and they are rock solid since they have highly cash generative businesses. The rest is short term noise and ignores that these $10B projects cannot be"
X Link @alojoh 2025-10-09T15:13Z 50K followers, XXX engagements

"@pmarca Some guesses what he would do: 1) Build supply chain/manufacturing for massive solar farms and battery storage 2) Build the same for compute 3) Build the same for humanoids Near limitless energy intelligence and workers is the end result"
X Link @alojoh 2025-10-12T05:19Z 49.8K followers, 2251 engagements

"@HamblinZeke @Tesla Your tax money was wasted on NGOs and other things which accrued zero value to you"
X Link @alojoh 2025-10-08T16:59Z 49.8K followers, 25.5K engagements

"Eos Energy is up XXX% YTD. Report coming. Stay tuned"
X Link @alojoh 2025-10-06T16:32Z 50K followers, 24.7K engagements

"News: Tesla Earnings Estimates Jump XX% In the last XX days (following Teslas Q3 delivery and deployment report) Wall Street consensus earnings estimates have climbed from $XXXX to $XXXX per share a XX% increase. Analyst sentiment is turning increasingly bullish. Today Evercore joined the wave of upgrades raising their price target from $XXX to $XXX. As expected called it (Receipts attached.)"
X Link @alojoh 2025-10-13T14:29Z 50K followers, 26.4K engagements

"Everyone who expected a $29990 Tesla today because they watched so and so Youtuber telling them this *: stop watching them since they keep you *. Peace"
X Link @alojoh 2025-10-07T19:40Z 49.9K followers, 16.5K engagements

"News: Li Auto exceeded Q3 2025 guidance by 0.8%. Li Auto the Chinese automaker famous for making 'range extended electric vehicles' or EREVs reported a September XX% year-over-year sales decrease. September sales came in at 33951 vehicles implying a decrease of XX% compared to September of last year 53709. Q3 2025 decreased by XX% year-over-year to 93200 vehicles BUT did exceed guidance midpoint (92500) of guided range of 90000 to 95000 by 0.8%. Hence I have to give them credit: despite the unfavourable outlook that did not try to sugar coat. Li Auto is a good example of how quickly the"
X Link @alojoh 2025-10-01T06:37Z 50K followers, 8880 engagements

"In case you missed it here is a list of some of the research I shared with investors this week: X. Tesla deep dive financial outlook (50 pages) X. EOS Energy deep dive (36min video / XX pages) X. Tesla Q4 deliveries deep dive (45 markets covered) X. China EV Q4 market EV demand indicators (by main models) X. April 2025 market selloff study X. How TSLA trades around key events X. Trends in FED rate cut expectations Enjoy your weekend reading"
X Link @alojoh 2025-10-11T07:04Z 50K followers, 15.3K engagements

"News: BYD reported the FIRST year-over-year vehicle sales decrease in X years @BYDCompany All three decreased: 1) Monthly sales -X% year-over-year. 2) Quarterly sales -XXX% year-over-year. 3) Trailing 12-months sales -XXXX% month-over-month. These are all over X year lows excluding seasonal and one-off factors. BYD reported September sales of 396K units implying a X% year-over-year decrease from 419K units in September of last year. Excluding the February 2024 year-over-year decrease which was caused by a year-over-year shift in Lunar New Year (which causes an industry wide sales decrease)"
X Link @alojoh 2025-10-01T12:59Z 49.7K followers, 140.3K engagements

"News: Lucid sold X cars in Germany in September. After nearly X years in the German market Lucid sold a staggering XXX vehicles. @LucidMotors Lucid has X showrooms in Germany: Dsseldorf Frankfurt Hamburg and Munich. Being a sales rep for Lucid in Germany must be one of the loneliest jobs"
X Link @alojoh 2025-10-06T12:15Z 49.9K followers, 40.7K engagements

"Jim @jimfarley98 and Mary @mtbarra how is your "autonomy" coming along"
X Link @alojoh 2025-10-10T18:49Z 49.8K followers, 15.4K engagements

"You're touching on an important point: Rivian is about to launch the R2 a vehicle which must sell in large volumes to make money. The problem is that Rivian has no experience with true large volume production. Rivian's peak production rate is far below 200/day. R2 ramp will be tricky. If it doesn't sell in strong volumes Rivian will lose quickly it's technological strength and will fall quickly into mediocricty since it will lack the capital required to push its technology at a high enough rate. Autonomy presents an existential threat. R2 sells into a somehwat higher/premium segment of the"
X Link @alojoh 2025-10-11T17:29Z 49.8K followers, XXX engagements

"News: Tesla is sending emails to European customers promoting the new Model Y Standard. @Tesla WLTP range XXX km. Same price as in the U.S. but in Euro: 39990 (vs $39990)"
X Link @alojoh 2025-10-10T09:13Z 50K followers, 28.4K engagements

"@csanyi_andras @VWGroup @Tesla It seems I always misunderstood what they meant by that. It's probably a form of Verlan"
X Link @alojoh 2025-10-14T08:24Z 49.9K followers, XXX engagements

"Something is deeply wrong with the profession prosecutor and judges. How can there be so much exceptionally poor judgement"
X Link @alojoh 2025-10-11T06:44Z 49.8K followers, 13.1K engagements

"@LouisWei8 @chris_j_paxton Many kids in US cant even walk X miles due to fast food and highly processed foods. Resulting high glycemic variability will make learning for many of them near impossible"
X Link @alojoh 2025-10-13T16:38Z 49.8K followers, XX engagements

"Wow Rivian @Rivian lost all gains YTD even though market is up over 14%. Rivian trades about XX% below its IPO price. But I am glad that at least RJ @RJScaringe became wealthy from Rivian. RJ should get an award for losing $XX billion faster than any other U.S. automaker in history"
X Link @alojoh 2025-10-03T17:39Z 49.7K followers, 10.5K engagements

"I warned investors to exit Rivian when it recently traded up. If you found this thread informative please like/share/follow or consider subscribing"
X Link @alojoh 2025-10-07T11:37Z 49.8K followers, XXX engagements

"This is wild: Since Lucid @LucidMotors launched in Germany just XX months ago (June 2023) it has sold only XX cars to private buyers. The rest All to businesses. That means a staggering XX% of Lucids German sales went to commercial buyers. No private demand. No buzz. Just fleet sales"
X Link @alojoh 2025-10-13T15:04Z 50K followers, 22.8K engagements

"News from Japan: Sumitomo Metal Mining and Toyota just signed a deal to jointly develop mass production of cathode materials for all-solid-state batteries in electric vehicles (BEVs). @ToyotaMotorCorp All-solid-state batteries are next-gen tech: smaller more powerful and longer-lasting than today's liquid ones. For EVs in theory that means longer ranges faster charging and better performance. Toyota's targeting a 2027-28 launch. Since 2021 they've been tackling issues like battery degradation during cycles. Using Sumitomo's powder tech they've created a "highly durable cathode material". The"
X Link @alojoh 2025-10-08T04:44Z 49.9K followers, 7991 engagements

"News: Analyst raised his Tesla price target and consensus EPS continues to increase. Both of which I predicted and shared with investors"
X Link @alojoh 2025-10-06T18:30Z 49.8K followers, 8207 engagements

"News: Mercedes sold XX% fewer vehicles in Q3 2025 compared to the same quarter last year. @MercedesBenz In China Mercedes lost over a quarter (27%) of sales compared to last year"
X Link @alojoh 2025-10-07T18:09Z 49.9K followers, 21.2K engagements

"News: Chinese Geely-owned pure EV brand Polestar saw vehicle sales increase XX% year-over-year driven partly by the low-volume early ramp of the Polestar X in Q3 2024 but declined XX% sequentially from Q2 2025. @PolestarCars @GeelyGroup"
X Link @alojoh 2025-10-10T07:58Z 50K followers, 6076 engagements

"@grok @BeerGeeksca @CAgovernor If Ontario is a good comparable what should California do to achieve the same electricity cost"
X Link @alojoh 2025-10-12T15:50Z 49.8K followers, XXX engagements

"@tescroft1 @WholeMarsBlog @teslalexander @Teslaconomics You dont know why There is a rather simple reason why that is. I covered this in detail and provided the data"
X Link @alojoh 2025-10-12T08:11Z 49.8K followers, 4698 engagements

"Latest FED boxplot disclosed just now. It's a summary of economic projections that uses individual "dots" to represent each Federal Open Market Committee member's forecast for the federal funds rate"
X Link @alojoh 2025-09-17T18:38Z 49.8K followers, 7131 engagements

"BREAKING: Tesla Model Y nearly dethrones Chinas #1 best-selling car despite costing 4x more. @Tesla No car in the top XX costs even half of a Model Y (midpoint of price range). Tesla/Elon made the iPhone of the car world New data shows the Model Y was once again China's top-selling vehicle after the ultra-cheap Wuling Hongguang Mini EV a tiny budget car priced at just a quarter of the Model Y. Sales figures Wuling Hongguang Mini EV: 51743 Tesla Model Y: 51173 Thats just a X% difference. And in terms of revenue the Model Y isnt just leading it's dominating. No other vehicle comes close. This"
X Link @alojoh 2025-10-14T04:03Z 50K followers, 143.9K engagements

"@The_Analyst_Lab XX% of new Teslas are bought by private individuals"
X Link @alojoh 2025-10-14T07:26Z 50K followers, XXX engagements

"NIO stock holding up well"
X Link @alojoh 2025-10-10T17:58Z 50K followers, 9597 engagements

"Wow Ferrari with one of its worst trading days ever"
X Link @alojoh 2025-10-09T19:37Z 49.9K followers, 15.4K engagements

"Rivian is guiding for a XX% guidance miss compared to guidance last 'reaffirmed' in April. @Rivian Rivian took down 2025 delivery guidance X times this year and labelled the most recent reduction faely as "narrowing". Rivian sold 13201 vehicles in Q3 but reduced guidance for full year 2025 to just 41500 to 43500 vehicles and fely labelled it "narrowing". "narrowing" is when a range becomes smaller without moving the midpoint. The prior guidance range which was already lowered from the original 2025 delivery guidance range was 40000 to 46000 units. Rivian's so called "narrowing" meant"
X Link @alojoh 2025-10-07T11:37Z 50K followers, 23.7K engagements

"Shocking Stat: A staggering XX% of all NIO vehicles sold in Germany were bought by companies not private individuals. Since its market entry in Germany in August 2022 NIO has sold a total of 2301 vehicles. Of these 2010 unitsapproximately 87%were purchased by corporate customers leaving just XXX vehicles sold to private individuals. This equates to an average of only XXX vehicles per month sold to individual buyers. With four showrooms currently operating in Germany this translates to each location selling on average just two vehicles to private customers per monthor roughly one every two"
X Link @alojoh 2025-10-13T13:31Z 50K followers, 9336 engagements

"News: Great Wall Motors one of China's largest automakers reported a XX% year-over-year vehice sales increase. What's interesting about GWM is that the company now returned to a sales level last delivered X years ago. GWM was widely consider as a 'zombie' company uncompetitive relative to more nimble incumbents and newcomers. Or it's a function of the overall market lifting all boats. All tides end at some point"
X Link @alojoh 2025-10-02T10:17Z 49.8K followers, 6700 engagements

"News: Tesla outsells Mercedes Benz Group for the first time Mercedes reported 441500 car sales in the third quarter. Tesla reported 497099 sales. This implies Tesla sold 55599 vehicles more than Mercedes. Tesla sold XXXX% more vehicles. In the third quarter Mercedes' car sales decreased by XXXX% year-over-year while Tesla's car sales increased by XXX% year-over-year. @MercedesBenz @Tesla @elonmusk Congrats Tesla/Elon Mercedes made its first car in 1901. Tesla did in 2004"
X Link @alojoh 2025-10-07T18:33Z 50K followers, 1.3M engagements

"Wow ballot harvesting is another method to make election fraud untraceable. No country allows ballot harvesting to the extent the State of California does"
X Link @alojoh 2025-10-15T04:19Z 50K followers, 9902 engagements

"5) NIO also compares negatively relative to production cost: Li Auto: similar production cost but significantly higher ASP (see prior slide). Xpeng: significantly higher gross margin on both lower ASP and significantly lower production cost. Leapmotor: similar but even lower ASP and even lower production cost"
X Link @alojoh 2025-10-02T08:46Z 50K followers, XXX engagements

"My base case is it's just a matter of time before we see Hamas to return to violence. Best analogy is that of weeds: if you can't get rid of the root the weed always grows back. The root is deep indoctrination of the young and old men who want to be leaders of those young (mostly) men. There is a good book on the topic which explains every conflict in terms of excess males in a society. Excess males are defined as males that have no position in society. No position in society is defined as no ability to provide for wife/kids. In plain English we call them l* *sreso"
X Link @alojoh 2025-10-13T16:45Z 49.8K followers, XXX engagements

"News: Melius Research initiated Tesla coverage with a Buy rating and PT of $XXX. PT increases keep coming in (as predicted)"
X Link @alojoh 2025-10-13T19:28Z 49.9K followers, 12.6K engagements

"Nice bounce after Friday's fear-post. We are entering Q3 earnings season and thus I expect market to trade up in preparation of strong expected earnings prints. I expect Friday's losses will be fully recovered some time this week provided we don't get another shock post"
X Link @alojoh 2025-10-13T16:03Z 50K followers, 7516 engagements

"BYD eating Tesla's lunch Fact 1: BYD flatlined Fact 2: Profitability is ultra low Fact 3: BYD gets massive state support (subsidies not related to emissions targets) Fact 4: BYD is cash flow negative Fact 5: BYD is cash flow negative despite not paying suppliers (very high DPO)"
X Link @alojoh 2025-10-14T04:10Z 50K followers, 5275 engagements

"@fminderop Cybercab is the game changer People dont understand what a cost per mile of $XXX will do to the concept of owning or driving an owned vehicle . Owning or driving an owned vehicle becomes more expensive than a taxi (CC). The combination of both never existed before"
X Link @alojoh 2025-10-08T11:14Z 49.9K followers, 1154 engagements

"BREAKING: General Motors issues profit warning - $XXX billion hit from EV overcapacity. @GM GM just filed a form 8-K informing that it "approved charges of $XXX billion in GM North America in the three months ended September XX 2025". GM expects it will be unable to sell its EVs after policy changes. This $XXX billion charge comes only XX months after GM recognized $X billion in charges in China. It is true what Biden said: "Mary you led and it matters." We are surprised to find out that he meant 'write-off'. GM shareholders and employees should be proud of their incredible leader @mtbarra"
X Link @alojoh 2025-10-14T12:46Z 49.9K followers, 146.8K engagements

"I don't think most of the market has understood what a competing superior RH network in key local markets at dramatically lower cost will do. There is zero customer loyalty. Uber customers use Uber for exactly two reasons: 1) Cheaper than alternatives. 2) Convenient. Pillar X disappears overnight. Autonomy will be to Uber what Uber was to taxis"
X Link @alojoh 2025-10-11T18:18Z 49.7K followers, XXX engagements

"News: Stellantis reports the first year-over-year gain in shipments following seven straight quarters of declines. Stellantis reports estimated Q3 global shipments of XXXX million units up XX% year-over-year (+152K units). Primary driver was North America up XX% or +104K units followed by Europe up X% or +38K units. Only region with losses was South America which was down X% or 7K units less. Please note: these are wholesale figures ie they represent shipments to dealers/importers"
X Link @alojoh 2025-10-10T07:22Z 49.8K followers, 6591 engagements

"@tbpn @andrewrsorkin I may add: securitisation of highly leveraged assets (eg homes with negative equity) is a really bad idea if sold to second tier investors by leading franchises like Goldman Sachs (Abacus cough) enabling mass uptake"
X Link @alojoh 2025-10-15T02:29Z 49.9K followers, XXX engagements

"News: Tesla with XX% U.S. EV market share in Q3 according to Cox Automotive. @Tesla Tesla sold a total of 179525 vehicles out of a total EV market of 437486 vehicles (41%). Tesla Model Y alone accounted for X in every X EV sales (26%). Tesla Model Y and Model X took first and second place. Tesla Cybertruck outsold the Rivian R1T by over XXX% (CT sales 5385 vs R1T 2387) and the Chevy Silverado by XX% (CT 5385 vs 3940)"
X Link @alojoh 2025-10-10T16:05Z 49.8K followers, 36K engagements

"Rivian CEO in June regarding China dependency: "There are certain things that we don't have as a country either the capability or the desire to house. And so a good one here to think about is which is maybe the most complex because it's not even cost is rare earth metals. When I say it's not even cost it's a question of can we get those because China is taking -- as the relationships have become increasingly antagonistic they got to a point where China put in place export controls around heavy rare earth metals. And so a quick Google search would tell you well heavy rare earths are not that"
X Link @alojoh 2025-10-10T18:21Z 49.8K followers, 10.6K engagements

"The return of the US/China trade war came at a perfect moment: market was obsessed with the "when comes the pullback" question and this out of the blue return to trade war rhetoric now gave everyone a good reason to exit"
X Link @alojoh 2025-10-10T18:13Z 49.9K followers, 10.3K engagements

"Just hit 50000 followers 🥳 Huge thanks to all of youcouldnt have done it without 50000 of my closest internet strangers (and maybe a few suspiciously enthusiastic bots 🤖💬). Next goal: 51000 by the end of the decade. Always set a high bar for yourself"
X Link @alojoh 2025-10-15T13:10Z 50K followers, 4469 engagements

"News: Tesla sold 3404 vehicles in September in Germany and outsold BYD which sold 3255. This marks Tesla's best sales month in Germany since December 2024 when Tesla sold 3905 vehicles. Also Tesla is famous for its "delivery wave" strategy which results always in highest sales in the final month of a quarter. September the final month of Q3 was XX% and XX% ahead of the final month of Q1 (March 2229 units) and Q2 (June 1860 units) respectively. This bodes very well for fourth quarter sales in Germany"
X Link @alojoh 2025-10-06T11:59Z 49.9K followers, 42.3K engagements

"@norse_creative Vast majority of Tesla's sales come from private individuals"
X Link @alojoh 2025-10-13T13:48Z 49.9K followers, XXX engagements

"Ladies and gentlemen this is the future. Dont bet against Elon"
X Link @alojoh 2025-10-10T06:20Z 49.8K followers, 27.9K engagements

"@SpeakerPelosi for my insider trading 😅"
X Link @alojoh 2025-10-09T09:32Z 49.9K followers, 1898 engagements

"Darn just as I was updating my TSLA outlook Tesla throws a spanner 🔧 in the works"
X Link @alojoh 2025-10-05T14:14Z 50K followers, 58.6K engagements

"Vote your shares folks Even if you have only a small number dont assume it doesnt make a difference. There are millions of small investors and combined represent a major trading block. The problem is that when small shareholders dont show up in large numbers the vote is decided by the large institutional shareholders. VOTE TODAY. Elon needs your help so dont let him down Its just a few clicks and a few minutes of your time"
X Link @alojoh 2025-10-12T18:45Z 50K followers, 40K engagements

"@RVal1995 @elonmusk Do you know what CB means"
X Link @alojoh 2025-10-10T18:39Z 49.8K followers, 11.4K engagements

"News: Ford and General Motors signed up dealers extending the $7500 U.S. tax credit effectively on leases of EVs beyond today (the expiry date)"
X Link @alojoh 2025-09-30T13:18Z 49.9K followers, 11.9K engagements

"Xpengs management earns high marks for guidance accuracy exceeding the midpoint of its forecasts in three out of four quarters. @xiaopenghexpeng @XPengMotors"
X Link @alojoh 2025-10-01T06:12Z 49.8K followers, 4611 engagements

"Glad my shorts offsets my losses in my long conviction stocks. I highly recommend to always have some shorts going on some bubble and s* stocks especially as the market trades significantly above 21x forward earnings"
X Link @alojoh 2025-10-11T08:20Z 49.8K followers, 12.1K engagements

".@grok what is commonly understood by near future"
X Link @alojoh 2025-10-10T15:18Z 49.7K followers, 23.9K engagements

"General Motors' SEC filings show GM had a US and worldwide market share of XXXX% and XXXX% respectively in 2014. By 2024 General Motors' US and worldwide market share reduced to XXXX% and XXX% respectively. During this 10-year period Mary Barra was rewarded for her market share reducing accomplishments with over $XXX million in cumulative compensation (a little over $XXX billion in today's dollars)"
X Link @alojoh 2025-10-03T15:04Z 49.7K followers, 3524 engagements

"Gross margin of Chinese automakers: X. LiAuto stands out with a gross margin of XXXX% X. Xpeng comes in second with a gm of XXXX% X. BYD's GM at XXXX% X. Leapmotor at XXXX% X. NIO at XXXX% (all Q2 2025)"
X Link @alojoh 2025-10-01T15:25Z 49.9K followers, 4470 engagements

"Just in: Stock market rally tomorrow Trump/Xi deescalate 🔥🔥🔥"
X Link @alojoh 2025-10-12T17:01Z 50K followers, 57K engagements

"Who is next Car company CEO's gone Henrik Fisker (Fisker/bankrupt) Peter Rawlinson (Lucid) Carlos Tavares (Stellantis) Herbert Diess (VW Group) Makoto Uchida (Nissan) Jim Rowan (Volvo) Luca de Meo (Renault)"
X Link @alojoh 2025-10-06T13:41Z 50K followers, 12.8K engagements

"News: BMW is losing the Chinese market. @BMWGroup BMW's sales in China decreased to a 7-year low. Q3 2025 marked the 7th consecutive quarter with a year-over-year vehicle decline even though the Chinese auto market is growing. BMW's sales decreased by XX% compared to the Q2 2021 record high. Excluding one-off effects (eg Covid and recall related sales halts) last time BMW sold fewer vehicles in China was in Q2 2018. BMW is losing market share at an alarmingly high rate"
X Link @alojoh 2025-10-08T04:08Z 49.9K followers, 14.6K engagements

"@Tesla @grok what new product Tesla might be teasing in this new video"
X Link @alojoh 2025-10-05T14:04Z 49.8K followers, 8941 engagements

"Rivian's share price is up only XXX% YTD despite a massive bull run leaving investors yet another year without adequate returns"
X Link @alojoh 2025-10-07T11:37Z 49.8K followers, XXX engagements

"I warned investors in 2023 not to touch Polestar. Stock is down over XX% since I shared that warning"
X Link @alojoh 2025-10-10T08:01Z 50K followers, 7245 engagements

"Who is buying cars in Germany Are consumers really buying these cars Not exactly. In Germany the vast majority of Volkswagen Audi BMW and even BYD vehicles arent being bought by actual people. % of New Cars Bought by Private Individuals: Mercedes-Benz: XX% BMW: XX% Volkswagen: XX% Audi: XX% BYD: XX% That means up to XX% of these new cars are sold to: Fleet buyers Leasing companies Rental agencies Corporate customers So who's really driving demand This isn't just trivia it's a red flag for investors"
X Link @alojoh 2025-10-13T19:57Z 50K followers, 32.4K engagements

"CPI Source:"
X Link @alojoh 2025-10-08T07:40Z 49.9K followers, 202K engagements

"@chris_j_paxton I recommend travelling to China. Your last sentences fits for a lot of things. They have long passed us most people simply dont know yet"
X Link @alojoh 2025-10-13T15:44Z 49.9K followers, 5380 engagements

"Analysts' 1-year price targets for Rivian X year ago: JPM $XX Mizuho $XX Truist $XX Wells Fargo $XX Guggenheim $XX 🤡 Cannaccord $XX 🤡 Rivian X year later: $XXXX Current analyst PT $14.3"
X Link @alojoh 2025-10-07T11:45Z 49.9K followers, 10.9K engagements

"News: Lucid announced 4078 vehicle deliveries in the third quarter. I will be sharing an updated analysis on whether this is a buy/sell signal for investors"
X Link @alojoh 2025-10-07T10:58Z 49.8K followers, 13.1K engagements

"It's interesting how significantly XPeng @XPengMotors outsells NIO @NIOGlobal in the German market. NIO started selling vehicles in Germany XX months ago and sold a total of 1873 vehicles of which a large share was sold to fleet customers in August and October 2023. Xpeng started selling in Germany only XX months ago and sold a total of 2248 vehicles. This means that Xpeng sold in approximately half the time XX% more vehicles. Additionally in recent months XPeng outsold NIO each month by approximately 10-to-1. In the month recent month September Xpeng sold XXX vehicles while NIO only XX. Why"
X Link @alojoh 2025-10-06T12:39Z 49.9K followers, 7995 engagements

"News: General Motors was forced to abandon plan to exploit EV tax credit loophole. @GM General Motors has scrapped a program that would have allowed its dealers to continue offering a $7500 electric vehicle lease credit for several months after the federal subsidy expired on September XX. Late last month GM devised a workaround in which its in-house financing arm would temporarily purchase EVs from dealer inventories just before the credits deadline. The automaker intended to claim the $7500 federal credit on those vehicles and then pass the savings along to customers through lease offers."
X Link @alojoh 2025-10-08T16:24Z 50K followers, 55.4K engagements

"Tesla significantly outsells Mercedes in China: Tesla sold about 174K units in Q3 in China. Mercedes only sold 125K units. It's not even close anymore"
X Link @alojoh 2025-10-07T18:11Z 49.8K followers, 16K engagements

"News: Another analyst just raised his TSLA price target. Stifel raised from $XXX to $XXX. I predicted immediately after deliveries/deployments release (October 2) this would happen"
X Link @alojoh 2025-10-08T19:10Z 49.9K followers, 9268 engagements

"Nvidia at all-time high 🔥 I encouraged investors to buy the recent dip and not be distracted by the Oracle and OpenAI noise which was widely misreported and even more misunderstood"
X Link @alojoh 2025-10-09T13:23Z 50K followers, 5922 engagements

"General Motors @GM sent me this email: "Another quarter of GM sales records" 🤔 @mtbarra Please let me provide some context: 1) GM sells below the level XX years ago when current CEO Mary Barra took over. 2) GM lost significant market share: according to GM SEC filings GM had a US market share of XXXX% in 2014 and this market share during Mary Barra's outstanding leadership reduced to XXXX% in 2024. Mary became CEO in 2014. 3) The good news doesn't stop here: according to GM's SEC filings GM had a global market share of XXXX% in 2014. This market share reduced to XXX% in 2024. 4) Again all"
X Link @alojoh 2025-10-03T15:04Z 49.9K followers, 7316 engagements

"News: Chinese automaker Changan plans IPO of its EV brand Avatr Avatrs submission of its Hong Kong IPO application is expected as early as October and targets a listing by Q2 2026. Recent Chinese automakers capital raises include: BYD $XXX billion in March 2025 NIO $XXX billion in September 2025 Chery $XXX billion (IPO in two days) Makes one wonder what is driving this rush to raise equity 🤔"
X Link @alojoh 2025-09-23T02:00Z 49.8K followers, 7485 engagements

"China used currency devaluation successfully to boost its exports"
X Link @alojoh 2025-10-07T09:27Z 50K followers, 12.2K engagements

"This would allow GM to drive prices so low that suppliers would have to subsidize GM-business losses with profits generated from other customers like Tesla or Ford. This would raise prices for Tesla and Ford"
X Link @alojoh 2025-10-15T07:20Z 50K followers, 11.7K engagements

"This was my first reaction as well. His increasing activity level is likely a defence reaction after WH turned up the heat against him and his partys current weakness provides weaker passive defence. Attack is the best defence and think this is driving him to come out of the shadows since he knows he couldnt stay there much longer safely anyway"
X Link @alojoh 2025-10-14T13:33Z 50K followers, 3330 engagements

"This is a deep dive into the market's FED rate cut expectation trend based on latest data"
X Link @alojoh 2025-10-03T07:27Z 49.8K followers, 2393 engagements

"Let me translate this: Volvo controlled by Chinese automaker Geely wants to grow to approximately XX% of Tesla's current size in the US over the next X years"
X Link @alojoh 2025-10-01T13:14Z 49.9K followers, 7558 engagements

"I believe you since it costs a lot more to make than what customers are willing to pay for it and that was all part of the s*. "1) Make something with all the bells and whistles that looks better than Tesla to 2) Collect tonnes of capital from the market 3) To achieve X ignore what it costs since we figure out economics later " That was the game plan in short leaving investors holding the b* for the last years. Just compare Rivian's IPO price of $XX with today's $12"
X Link @alojoh 2025-10-11T18:05Z 49.8K followers, XXX engagements

"Wow Tesla FSD can now understand human stop signs"
X Link @alojoh 2025-10-08T07:44Z 50K followers, 15.2K engagements

"@MerelyLate @Rivian It's still too expensive"
X Link @alojoh 2025-10-11T18:23Z 49.8K followers, XXX engagements

"Fact: if you listened to what Chamath said about Nvidia you wouldn't have bought the stock when it dipped below $XXX earlier this year. It boggles my mind people still listen to him and can't see the conflict of interest. @nvidia"
X Link @alojoh 2025-10-10T07:10Z 50K followers, 13.9K engagements

"Your analysis is flawed since you forgot to reflect the upfeaturing. The delivered CT far exceeded the presented CT. (if done the math already) However it is true that the price (even corrently accounting for key drivers) could not be achieved. The primary driver was that a true exoskeleton could not be achieved. The end result is best described as a hybrid"
X Link @alojoh 2025-10-08T15:41Z 49.8K followers, 36.6K engagements

"What self-driving tech By their own admission they have nothing that comes close to what Tesla has. Some Chinese auto company CEOs even openly admitted to it. So if even Tesla's superior system isn't allowed to rollout out yet what are the chances Chinese companies' inferior systems get approved"
X Link @alojoh 2025-10-06T09:19Z 50K followers, 17.9K engagements

"Your question is like asking "How much does a new engine and gearbox cost for a Ford/GM when they die" The battery will degrade depending on treatment but will last a long time. Newer generation batteries will even have very little degradation and last even longer. Tesla's battery warranty cover a 120000 miles. There are a lot of Teslas with over 200000 miles and still have the first battery and decent range. So in most cases the battery will last for as long as people want to drive the vehicle. Most vehicle fleets have an average age of around XX years. Some of the tech just gets too old (eg"
X Link @alojoh 2025-10-08T18:14Z 49.8K followers, 19K engagements

"Tesla FSD v14 about to be launched"
X Link @alojoh 2025-10-06T11:20Z 50K followers, 28.2K engagements

"Tesla faces a structural disadvantage among corporate buyers in Germany. @Tesla @AndrThie This chart illustrates the share of Tesla vehicles purchased by commercial buyers. In September 2025 that share fell sharply to just XX% compared to a market average of 66%. In Germany commercial buyers typically account for the majority of new vehicle registrationslargely due to favorable tax incentives and company car benefits. The only month with a lower commercial share for Tesla was September 2023 which marked the first month when only private individuals were eligible for the environmental bonus"
X Link @alojoh 2025-10-13T13:15Z 49.9K followers, 13.2K engagements

"Ouch Audi sold XX Audi Q5 e-tron in September in China. Telsa sold 51173 Model Ys. @VWGroup @Tesla This means Tesla sells 1706 MYs for every Q5 sold. To add insult to injury the Q5 has a lower starting price. MY: CNY 263500-313500 Audi Q5: CNY 214000-345500"
X Link @alojoh 2025-10-14T08:18Z 50K followers, 30.1K engagements

"News: Aston Martin's @astonmartin share price decreased almost X% after the company issued a profit warning expecting a sales decrease. Aston Martin has been a company on life support for years. A billionaire backer keeps the company afloat. Since 2019 the company reported cumulative net negative free cash flow of $3005 million (aka 'cash burn'). Ticker: AML.L MCap $XXX billion"
X Link @alojoh 2025-10-06T09:29Z 49.9K followers, 8875 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 @alojoh 2025-09-22T06:57Z 49.9K followers, 237.2K engagements

"@XH_Lee23 @elonmusk Please raise your hand if you are still amongst those who believing China is technologically behind"
X Link @alojoh 2025-10-05T12:08Z 49.9K followers, 29.7K engagements

"General Motors @GM booked $7170 million in write-offs and other restructuring charges in the last 12-months the company's SEC filings show. Here is a breakdown: $4010 million China JV restructuring $1600 million NA EV segment restructuring $XXX million Buick dealer restructuring $XXX million Cruise restructuring $XXX million "Other" restructuring $XX million GMI plant wind down Do you still wonder why GM's PE ratio is so low"
X Link @alojoh 2025-10-15T02:55Z 50K followers, 7542 engagements

"@elonmusk Like The Walking Dead but worse"
X Link @alojoh 2025-10-12T05:27Z 49.8K followers, 4405 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 @alojoh 2025-06-06T17:51Z 49.9K followers, 22.9M engagements

"Something strange is happening in Germanys EV market. @VWGroup @MercedesBenz @BMWGroup Official data shows that XX% of all new EVs in 2025 (to August) were registered by car companies themselves. Thats nearly double the rate for non-EVs where just X% were self-registered. And this isnt just business as usual. Last year only X% of EVs were self-registered (so broadly comparable with non-EVs) This years XX% share marks a XX% increase in the self-registration rate. Meanwhile non-EVs stayed flat: X% this year vs X% last yeara marginal change. Heres what that looks like in raw numbers: 45776 EVs"
X Link @alojoh 2025-10-15T11:42Z 50K followers, 8779 engagements

"Rivian continues to be deeply gross margin negative in Q2 2025: -16%. Q4 2024 and Q1 2025 gross margin positivity was driven by one time items. Q4 2024 by credit sales Q1 2025 by credit sales and VW JV one-off"
X Link @alojoh 2025-10-07T11:37Z 49.7K followers, XXX engagements

"Remember: from an accounting perspective in terms of what matters for revenue and earnings the dealers not the consumers are Ford's and General Motors' real customers @Ford @GM"
X Link @alojoh 2025-09-30T18:58Z 49.9K followers, 7915 engagements

"News: Chinese EV maker Xpeng set a new monthly record in September with 41581 vehicle sales marking a XX% year-over-year increase. For the third quarter deliveries reached 116007 vehicles up XXX% from a year earlier. Over the past twelve months Xpeng surpassed the 400000-unit milestone for the first time with 404703 vehicles sold representing a XXX% year-over-year gain"
X Link @alojoh 2025-10-01T05:49Z 49.8K followers, 13.8K engagements

"In this thread I explain briefly why Hyundai turned into a zombie company. Hyundai was the most cash burning automaker globally in 2024 with a negative free cash flow of $XXXX billion. In the fourth quarter of 2024 alone Hyundai burned $XXX billion. To fill the capital hole Hyundai raised net $15B in capital in 2024 (financing cash flow)"
X Link @alojoh 2025-04-21T15:42Z 49.7K followers, 69.3K engagements

"Ouch Mercedes Ford Stellantis (Peugeot/Citroen) Renault and Nissan go on trial over emissions cheat claims. All five automakers deny the accusations. The main trial is due to conlcude in December but legal arguments will not be heard until March 2026"
X Link @alojoh 2025-10-13T16:16Z 49.9K followers, 11.5K engagements

"The car clearly reacted to a hazard that your amazing driver (slamming on the brakes for no reason) evidently didnt even realise. Thats all you have on FSD If I was you I would immediately take down this deeply embarrassing post which reveals your lack of analytical rigour likely caused by emotional damage from your years long vendetta against Elon. I recommend you stop digging your own hole even deeper. Its quite pathetic Dan"
X Link @alojoh 2025-10-11T06:16Z 49.8K followers, 7436 engagements

"NIO's share price is now back down to $XXXX the level at which I warned investors in August not to touch this bubble stock. See attached video why and skip the NIO pro* channels. *adnagap"
X Link @alojoh 2025-10-10T15:37Z 50K followers, 7481 engagements

"Li Auto did provide accurate guidance. They guided for 90-95K vehicles implying Q3 reported figures exceeded the midpoint of guidance by 0.8%"
X Link @alojoh 2025-10-01T06:37Z 50K followers, 2986 engagements

"News: GM unveiled the new Chevy Bolt which will cost $32000 at launch in the US. @Tesla @GM If you can pay $5000 or XX% more for a Tesla Model X Standard you get: 1) XX miles more range or +26% (321mi vs 255mi) 2) You'll be paying significantly less per mile of range: $XXX vs $XXX (+9%) 3) Looks: taste is subjective but c'mon It's not even close. 5) You get a lot more power: +36% (286 hp vs XXX hp). In other words for just XX% more money you get: XX% more range (that's huge). XX% more power (completely different feel). Much better looks. Vastly superior software. Access to the by far best"
X Link @alojoh 2025-10-09T08:06Z 49.9K followers, 26.1K engagements

"Since IPO Lucid reported $XXXX billion in cumulative operating losses. Congrats to Peter Rawlinson who left an amazing legacy. Should Saudi Arabia @PIF_en decide enough is enough Lucid's global fleet of 27154 vehicles would turn into a giant fleet of very expensive and oversized paperweights similar to the approximately 6000 Fisker branded vehicles. @LucidMotors"
X Link @alojoh 2025-10-06T13:28Z 49.8K followers, 11.6K engagements

"@BarackObama You forgot to thank POTUS"
X Link @alojoh 2025-10-09T20:03Z 49.9K followers, 5389 engagements

"Lower cost Tesla Model Y and Model X also now available in Europe. Here is an example from Germany"
X Link @alojoh 2025-10-10T08:05Z 50K followers, 23K engagements

"@EricLDaugh .@grok explain the voting rights act and why its abolition was so detrimental to the Democratic Party"
X Link @alojoh 2025-10-15T04:08Z 50K followers, 1891 engagements

"Another calm day in global automotive: "Nissan to close flagship plant Stellantis postpones Dodge Hornet production Volvo delays EX90 launch""
X Link @alojoh 2025-07-15T12:00Z 49.9K followers, 11.6K engagements

"It has nothing to do with that. I analyse things and it never stops. There is simply too much hyperbole everywhere. Hypberbole isn't good for anyone. It creates unrealistic expectations or can discourage others. So putting someone on tenuous evidence on a pedalstall isn't the most brilliant idea. But you keep believing he is the best in what he does even though there is hardly anyone around competing in this area. He might be but the probability is lottery low. A lot of people mostly those who failed math (and that's why it's called "the tax on the poor") play the lottery every week or go"
X Link @alojoh 2025-10-11T17:59Z 49.9K followers, 10.7K engagements

"Tesla Model Y sales in China just pulled in an estimated $XXX billion in revenue in Q3 alone nearly double that of its closest EV rival. @Tesla Even crazier The Model Y generated about as much revenue as the #4 through #9 best-selling EVs combined. One model. One quarter. Absolute domination. BYD has zero models among the top X most revenue generating vehicles. BYD's most revenue generating EV is the Seagull bringing in $XXX million or XX% of Model Y revenue"
X Link @alojoh 2025-10-14T09:54Z 50K followers, 37.7K engagements

"News: General Motors reports a XXX% third quarter year-over-year increase in EV sales fuelled by the end of the EV tax credit and the launch/ramp of new EV models. @GM The Equinox EV GM's most affordable EV was the primary sales driver"
X Link @alojoh 2025-10-01T16:34Z 49.9K followers, 11.7K engagements

"Given how long the trend has continued and by how much the Model Y outsold ALL other vehicles it must come down to superior consumer satisfaction. Either the Model Y is just too good or something must be wrong with ALL the competitors. I refuse to believe that all Chinese brands try to f* the Chinese consumer over. This leaves then only one conclusion: MY is simply better or at least to most people"
X Link @alojoh 2025-09-23T10:20Z 49.7K followers, 13.1K engagements

"@TheRyanGavin @BarackObama Please point to where Grok is wrong"
X Link @alojoh 2025-10-14T21:14Z 50K followers, XXX engagements

"Ouch Rivian R1T sales. @Rivian Rivian sold in the U.S. only 8269 R1T in the last 12-months. 😬"
X Link @alojoh 2025-10-10T17:57Z 50K followers, 57.2K engagements

"@BeerGeeksca @grok @CAgovernor .@grok assess the veracity of this claim and explain the key drivers of the delta between Californias and Ontarios electricity cost difference"
X Link @alojoh 2025-10-12T15:45Z 49.9K followers, XXX engagements

"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 @alojoh 2025-08-23T12:25Z 50K followers, 3151 engagements

"Lower cost Tesla Model Y is about to be launched. We can see significant simplifications in both front facia and rear. I think it looks good. 👍 Cant wait to see pricing specs and interior"
X Link @alojoh 2025-10-03T07:48Z 49.9K followers, 182.1K engagements

"@Keir_Starmer @POTUS @GiorgiaMeloni @CMShehbaz Why dont you take his advice and focus more on your people rather than immigrants How on earth can you put people in jail for comments made online You will go down as one of the UKs * leaders. *insert flattering adjective of your choice"
X Link @alojoh 2025-10-14T04:16Z 50K followers, 4747 engagements

"Incredible footage. All around resoundingly successful test flight"
X Link @alojoh 2025-10-14T04:44Z 50K followers, 7015 engagements

"Elon @elonmusk how quickly could you build a rare-earth element processing facility which could supply total U.S. and allies' demand if you received a carte blanche"
X Link @alojoh 2025-10-10T18:32Z 50K followers, 145.1K engagements

"@CJ_h04 @Rivian @RJScaringe I think the upcoming R2 will sell even better without tax credit (srcsm)"
X Link @alojoh 2025-10-03T17:49Z 49.7K followers, XXX engagements

"This is a deep dive into Uber @Uber which considers the potential effects of Tesla's autonomy. I will also discuss why Uber's "gross bookings" metric is silly and why they use it. It's a clever workaround. The video starts slow to get everyone on the same page. Timestamps 0:00:00 Intro and revenue by segment 0:10:22 Revenue by geography 0:16:22 Gross bookings 0:28:57 Gross profit operating profit operating expenses and adjusted earnings 0:44:26 Adjusted EBITDA and cash flow 0:52:32 Forecast: revenue to EPS 1:10:05 Consensus EPS 1:18:22 Valuation multiples price target share price corridor and"
X Link @alojoh 2025-10-11T17:20Z 50K followers, 14.5K engagements

"@GunnelsWarren Warren compares wealth (eg sum of value of stock portfolios houses cars etc) with an hourly rate. Am I the only one who noticed an issue here Not trying to defend nor attack billionaires wealth but want to point out the categorical * of such comparisons"
X Link @alojoh 2025-10-15T02:14Z 50K followers, 4744 engagements

"EOS Energy's share price soared XXX% over the last 12-months. Is it still a good buy or has this ship sailed The attached thread for investors tries to answer this question"
X Link @alojoh 2025-10-07T13:46Z 49.9K followers, 26.3K engagements

"BMW reported a year-over-year increase in vehicle sales but the problem is that this is driven by a weak Q3 2024 comparable: BMW was forced to halt sales in Q3 2024 due to a major brakes problem. This created a low prior year bar making it easy now to show year-over-year increase. The reality is absent one-off effects BMW is losing market share and struggles to sustain its 2.5M units/year run rate which it first achieved in 2018. In other words: BMW trended largely sideways for the last X years. @BMWGroup Current BMW CEO Oliver Zipse (61) became the CEO of BMW on August XX 2019"
X Link @alojoh 2025-10-08T04:36Z 49.9K followers, 7019 engagements

"@CAgovernor .@grok which state has the highest electricity cost How does Californias electricity cost compare"
X Link @alojoh 2025-10-12T15:35Z 49.9K followers, 3586 engagements

"News: Automaker Volvo @VolvoGroup controlled by Chinese company Geely @GeelyGroup reported a September sales increase of X% year-over-year. The increase was driven by ICE sales which increased X% yoy. Fully electric vehicle sales ("BEV") continued to decrease at X% year-over-year. Note how US EV sales increases 52%. That's the power of demand pullforward caused by the EV tax credit ending. But also note how total volume was 1K. In other words: if you bought a Volvo branded EV in the US you were a very special buyer. Europe was Volvo's toughest EV market which saw a XX% year-over-year sales"
X Link @alojoh 2025-10-02T09:47Z 49.9K followers, 6457 engagements

"News: First Brands an auto parts supplier filed for bankruptcy. First Brands supplied Ford General Motors Stellantis and VW Group as part of their OE supply business. However First Brandss business model was predominantly aftermarket (auto part stores discount retailers and garage suppliers) with an estimated XX% to XX% of sales in aftermarket channels and XX% to XX% in direct OE supply. First Brands filed for Chapter XX bankruptcy protection on September XX 2025 but the company has stated that operations including customer fulfillment will continue without interruption"
X Link @alojoh 2025-09-29T13:39Z 49.9K followers, 9689 engagements

"Lucid with a rough day: stock decreased over X% after Q3 deliveries. I warned investors before market open that Lucid's Q3 deliveries meant bad news"
X Link @alojoh 2025-10-07T17:13Z 49.8K followers, 6993 engagements

"If he is only XX years old he must be 1) A really fast learner since he cant have studied his craft for many years; 2) It cant be that difficult. Many doctors study for 10+ year. Also the fact that likely a tiny minority of people will ever try this craft makes it unlikely he is an exceptional talent since the probabilities are multiplicative: probability of someone trying this craft times the probability of being a talent in exactly this craft. Say the probability of trying this craft is one in XXX and the p of being a great talent is one in 1000 then the probability he is a great talent in"
X Link @alojoh 2025-10-11T15:39Z 49.9K followers, 79.5K engagements

"Edison Future EF1-T"
X Link @alojoh 2025-09-27T06:10Z 49.9K followers, 5295 engagements

"4) NIO's volume growth came at the expense of launching lower cost vehicles. These lower cost vehicles drove a fast decrease in average selling prices ("ASPs"). As a result NIO's ASP decreased significantly faster than the ASPs of key peers"
X Link @alojoh 2025-10-02T08:46Z 50K followers, XXX engagements

"NIO guided on September X 2025 for Q3 deliveries of 87000 to 91000 units (midpoint 89000) implying a midpoint guidance miss of 2.2%. Key peers' midoint guidance beat (miss): X. Xpeng: XXX% beat X. Li Auto: XXX% beat X. Leapmotor: (0.66)% miss NIO: (2.2)% miss"
X Link @alojoh 2025-10-01T08:10Z 50K followers, XXX engagements

"Just a reminder how autopen handed $XX billion of taxpayer money to Ford and Rivian"
X Link @alojoh 2025-10-02T16:17Z 49.7K followers, 11.6K engagements

"Nvidia hit today for the first time this price @nvidia I predicted Nvidia had massive upside and investors should load up. I published this report while the market was still captured by the Deepseek hysteria which I debunked at the time. I recommend every serious investor subscribes to my research"
X Link @alojoh 2025-10-09T14:28Z 49.8K followers, 27.6K engagements

"@rezmeram BYDs average selling price is less than half of Teslas. Therefore I agree (sigh) you should think more"
X Link @alojoh 2025-10-08T03:09Z 49.9K followers, 4820 engagements