@alojoh Avatar @alojoh AJ

Rivian and Lucid are struggling with significant cash burn and losses, with Rivian's accumulated deficit reaching $26 billion and Lucid's cash burn totaling $14.4 billion. Rivian lost nearly $10,000 per vehicle sold, while Lucid's gross margin was negative 99.1% in the third quarter. Tesla, on the other hand, is performing well, outselling Mercedes Benz and having a strong presence in China.

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Social Influence

Social category influence finance #5941 automotive brands #2590 stocks #4454 technology brands 15.18% celebrities 9.34% countries 5.45% travel destinations 0.78% nfts 0.78% financial services 0.39% social networks 0.39%

Social topic influence tesla #229, in the 9.34%, rivian #38, cash flow #130, flow #1889, this is 5.84%, the most 5.06%, nio #143, elon musk #1236, if you 3.5%

Top accounts mentioned or mentioned by @grok @elonmusk @wsj @gohansaru1 @palmerluckey @tesla @signalscale @william_r2rclub @rjscaringe @rohanpaulai @altcap @emanuilivanov72 @teslaplee @csanyi_andras @jason @meta @minaxtesla @barackobama @rivian @billackman

Top assets mentioned Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER) Alphabet Inc Class A (GOOGL) The Humanoids (thehumanoids) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Palmer @PalmerLuckey one of the most consequential entrepreneurs of our time explains why he hates Jason Calacanis @Jason who tried to ruin him. There are valuable lessons here for investors. This reminds me of people who tried to destroy Elon @elonmusk but now pretend to be best friends with him. https://twitter.com/i/web/status/2018315226416816186 https://twitter.com/i/web/status/2018315226416816186"
X Link 2026-02-02T13:27Z 56.7K followers, 249.4K engagements

"Humanoids race is on fire 🔥 🔥🔥. The progress three dozen+ companies in China/North America have made in the last [--] months is wild"
X Link 2026-02-06T08:54Z 56.7K followers, 52.2K engagements

"Now over [----] paying subscribers on X. Subscriptions went live in Sept [----]. No ads. No promotions. Just focused investment research built to compound over time. The growth speaks for itself 📈 If youre looking for signal instead of noise this is the place. https://twitter.com/i/web/status/2020968352534102058 https://twitter.com/i/web/status/2020968352534102058"
X Link 2026-02-09T21:09Z 56.7K followers, 28.3K engagements

"Rivian reported Q4: $120M correct Q3: $24M correct Q2: $(206)M correct Q1: $206M https://twitter.com/i/web/status/2022219500121182242 https://twitter.com/i/web/status/2022219500121182242"
X Link 2026-02-13T08:01Z 56.7K followers, [----] engagements

"🔥NEWS: Rivian beats Tesla in cash flow generation If you remove the minus sign from Rivian's cumulative negative free cash flow the resulting number exceeds Tesla's cumulative positive free cash flow. Chart updated for Rivian's reported Q4'25 negative cash flow of $1.14 billion. This means Rivian continues to be the undisputed capital destroyer in U.S. financial markets. @WSJ @CNBC @YahooFinance Congratulations to @RJScaringe 👏 .@grok please confirm whether any other EV company globally generated greater lifetime cumulative negative free cash flow than Rivian"
X Link 2026-02-13T08:38Z 56.7K followers, 68.4K engagements

"🎯 https://x.com/alojoh/status/2022228762058748274s=20 https://x.com/alojoh/status/2022228762058748274s=20"
X Link 2026-02-13T08:43Z 56.7K followers, 11K engagements

"It happenedjust as I predicted: the Xiaomi YU7 has beaten the Tesla Model Y in deliveries in China. This was always the most likely outcome in part because of Teslas delivery wave strategy. Back in June [----] when Xiaomi unveiled the YU7s pricing I said this would become the most serious challenger to the Model Y in China. Thats exactly whats unfolding now. For the moment tariffs mean theres no real threat from the YU7 in either Europe or the US. Why does this matter Havent other EVs outsold the Model Y before Yesbut those were significantly cheaper vehicles competing in a different price"
X Link 2026-02-13T09:12Z 56.7K followers, 30.7K engagements

"🚀 Is Palantir @PalantirTech overvalued or does the recent 38% pullback offer an attractive entry point We just released a deep-dive video that dissects the Palantir investment case like nothing youve seen before and investors are telling us it sets a new standard for rigor in equity analysis. We apply a purely quantitative approach which delivers superior results compared Wall Street analysts. 👇 WATCH HERE: https://x.com/alojoh/status/2022281533453664554s=20 https://x.com/alojoh/status/2022281533453664554s=20"
X Link 2026-02-13T12:10Z 56.7K followers, 16.8K engagements

"Well over 50% of the value sits in Elon. People have been paying and likely continue to be paying a premium for any business he is involved. Its that simple. Thats precisely why classical valuation approaches and classical analysts consistently failed to assess and anticipate TSLA movements. This requires anyone who wants to play the stock to understand the sentiment shifts and how they affect the price. Stock is primarily driven by sentiment and hence a purely fundamental perspective will remain futile as long as Elon is associated with Tesla. Youre welcome"
X Link 2026-02-13T13:23Z 56.7K followers, 10.2K engagements

"Rivian's operating margin was negative 65% in Q4 [----] https://twitter.com/i/web/status/2022340429903966668 https://twitter.com/i/web/status/2022340429903966668"
X Link 2026-02-13T16:01Z 56.7K followers, [----] engagements

"In [----] alone Rivian increased its share count by 17% diluting shareholders' economic interest by an equal amount. Rivian issued [---] million new shares. In the last [--] years Rivian diluted shareholders by 30% raising share count from [---] million shares to [----] million shares"
X Link 2026-02-13T16:12Z 56.7K followers, [----] engagements

".@grok how would you rate @alojoh's prediction about yield developments"
X Link 2026-02-13T16:36Z 56.7K followers, [----] engagements

".@grok please assess the claims made by @alojoh in this post"
X Link 2026-02-13T19:29Z 56.7K followers, [----] engagements

"Wow full circle: it used to be US/European/Japanese/Korean automakers making cars in China via JVs. Table is turning"
X Link 2026-02-14T05:13Z 56.7K followers, [----] engagements

"NIO ET5T sales decreased in January 32% year-over-year even though Lunar New Year was in [----] in January and [----] LNY is in February This means the seasonally adjusted yoy decrease is a lot higher than 32%. I smell another dead product that needs desperately another refresh"
X Link 2026-02-14T07:33Z 56.7K followers, [----] engagements

"@KHayhoe Please define scientists Are we including the gender studies et al folks"
X Link 2026-02-14T10:13Z 56.7K followers, [----] engagements

"@WSJ Just sprint a few times and you get 10x per unit of total time the effect"
X Link 2026-02-14T10:26Z 56.7K followers, [----] engagements

"Next billionaire probably a government employee BREAKING 🚨Sec Scott Bessent stuns America by encouraging whistle blowers to expose fraud. They will receive 10-30% of the fines THIS IS A MASSIVE WIN 🔥 https://t.co/SJ4EnU2Urr BREAKING 🚨Sec Scott Bessent stuns America by encouraging whistle blowers to expose fraud. They will receive 10-30% of the fines THIS IS A MASSIVE WIN 🔥 https://t.co/SJ4EnU2Urr"
X Link 2026-02-14T12:16Z 56.7K followers, 12K engagements

"@Forbes Most of his returns in the last [--] years were driven by front running. The worst kept secret on Wall Street. Hint: milliseconds do matter. Another hint: why is real estate near the stock exchange servers so incredibly expensive. Peace"
X Link 2026-02-14T18:43Z 56.7K followers, [----] engagements

"Europe is invaded as we speak and leaders do absolutely nothing to stop it"
X Link 2026-02-14T18:58Z 56.7K followers, [----] engagements

"If you don't believe me here are just two examples where I correctly predicted excellent trims/temporary exits. Make no mistakes it's not a matter of me making them all the time. I only make them if the data tells me. Obviously I won't make them widely and will never make a 'hard' sell on TSLA since this is extremely unpopular on X for apparent reasons. Links to the receipts. Unlike others I can prove these claims. https://x.com/alojoh/status/2003153108952842701s=20 https://x.com/alojoh/status/1884919597662376063s=20 https://x.com/alojoh/status/2003153108952842701s=20"
X Link 2026-02-15T06:26Z 56.7K followers, [----] engagements

"@DimitryNakhla Wow a lot of overlap with my approach to investing"
X Link 2026-02-15T07:14Z 56.7K followers, [---] engagements

"Deep dive into Meta @Meta will be published later today. MUST WATCH for anyone who wants to find out whether now is a good time to buy or better wait for a lower price"
X Link 2026-02-15T11:32Z 56.7K followers, [----] engagements

"Heres the brilliance of the staged SpaceX/xAIand soon Teslamerger. Elons refusal to shut down Tesla + SpaceX/xAI merger speculation strongly suggests this is already in motion. Doing it all at onceT + S + xAIwould have been enormously complex and Im sure every advisor would have warned against even attempting it. But there is a stroke of brilliance in all of this. By first sorting out the SpaceX + xAI merger the groundwork gets laid. Once thats done the next step becomes far more manageable. The real genius is this: Elon is effectively running whats called a dual track. A dual track is when a"
X Link 2026-02-03T10:31Z 56.7K followers, 142.4K engagements

"🔥Tesla SpaceX xAI Merger discussion - I highly recommend Tesla investors watch this video. @Tesla @SpaceX @xai https://twitter.com/i/web/status/2018678756219539812 https://twitter.com/i/web/status/2018678756219539812"
X Link 2026-02-03T13:31Z 56.7K followers, 63.9K engagements

"We estimate Amazon @amazon will likely become in [----] the first company in history which exceeds $1.0 trillion in trailing 12-months revenue. @JeffBezos (Excerpt from our Amazon model) https://twitter.com/i/web/status/2020853034016772190 https://twitter.com/i/web/status/2020853034016772190"
X Link 2026-02-09T13:31Z 56.7K followers, 39.5K engagements

"🔥Palantir is down over 6% today and shares have declined 40% since November. In this deep-dive financial analysis and forward-looking outlook we examine whether this pullback represents a compelling opportunityor a signal for investors to remain cautious. https://x.com/alojoh/status/2021992160116224241s=20 https://x.com/alojoh/status/2021992160116224241s=20"
X Link 2026-02-12T17:01Z 56.7K followers, 18.8K engagements

"Look what we have here: RT the most formidable fund ever created bought Palantir"
X Link 2026-02-13T04:58Z 56.7K followers, 11.1K engagements

"You may have seen the news that SpaceX will likely IPO with a dual class share structure. What is it It can give voting power to specific shareholders (Elon) without giving them extra economic interest (money). Eg Zuckerberg has such shares in Meta giving control of Meta forever to the Zuckerberg family. Why it matters The reason why this is highly likely is that Grok cannot compete with the hyperscalers. Grok simply lacks the capital (compute). By using SpaceX as the ATM raising large amounts of capital on a $1T valuation partially solves that problem and provides a fighting chance. Elon's"
X Link 2026-02-13T20:01Z 56.7K followers, 21.1K engagements

"80% of X about to go dark 😅 We are rolling out more detection for automation & spam (and a lot more to come). If a human is not tapping on the screen the account and all associated accounts will likely be suspendedeven if youre just experimenting. While we aim to support legitimate use-cases of agents We are rolling out more detection for automation & spam (and a lot more to come). If a human is not tapping on the screen the account and all associated accounts will likely be suspendedeven if youre just experimenting. While we aim to support legitimate use-cases of agents"
X Link 2026-02-14T05:10Z 56.7K followers, 19.2K engagements

"@grok @arlenparsa 1.4M emails 🤯 What t f"
X Link 2026-02-14T09:05Z 56.7K followers, [----] engagements

"Unlike you I am making tons of money off Rivian and can prove it. See this link. This is just my most recent trade. I also nailed the prior [----] peak. I also nailed the [----] peak. [----] receipt: Stock traded briefly at $18 and traded to $11 afterwards. I might be the best Rivian trade there is or at least I can demonstrate with receipts the best track record. You have no idea who you're talking to. https://x.com/alojoh/status/1805881786481684899s=20 https://x.com/alojoh/status/2022395191944958374s=20 https://x.com/alojoh/status/1805881786481684899s=20"
X Link 2026-02-14T14:19Z 56.7K followers, [----] engagements

".@grok please assess the prediction in screenshots of posts from November [----] about the L90 and subsequent sales performance of the L90"
X Link 2026-02-14T14:57Z 56.7K followers, [----] engagements

"@Cyber_Trailer Bin Li should stop posting 😅"
X Link 2026-02-14T16:11Z 56.7K followers, [---] engagements

"Im seeing misleading posts on X about CoreWeaves CEO suggesting hes cashing out ahead of earnings. As usual this is noise. The sale was executed under a pre-arranged trading plan set up back in May [----] as clearly stated in the relevant SEC filing (attached). Id suggest blocking or muting any account that fails to make it explicit that this was a pre-scheduled sale. https://twitter.com/i/web/status/2022741704860676590 https://twitter.com/i/web/status/2022741704860676590"
X Link 2026-02-14T18:36Z 56.7K followers, [----] engagements

"@akj_33 Currently working through higher priority cases. Infineon is in the queue. Ive been trying to increase bandwidth but its exceptionally difficult (harder than I thought). However there is one potential solution"
X Link 2026-02-14T18:46Z 56.7K followers, [---] engagements

"Meta @Meta underperformed the market by 24% over the last [--] months. In this 45-minute analyst discussion we dive deep into the investment case and assess whether the current $640 share price offers an attractive entry point or whether the stock is overvalued. Investors can access the full analysis including detailed quarterly outlook via this link: https://x.com/alojoh/status/2023033597226000669s=20 https://x.com/alojoh/status/2023033597226000669s=20"
X Link 2026-02-15T13:59Z 56.7K followers, [----] engagements

"The share price of this company soared 175% over the last [--] months. This is a financial deep dive into Xiaomi. Is this China's next "Apple" (ticker: @Xiaomi @leijun http://1810.HK http://1810.HK"
X Link 2025-08-23T12:25Z 56.7K followers, [----] engagements

"What are your guesses how many people missed out on NVIDIA because of this large X account"
X Link 2025-11-20T07:39Z 56.7K followers, [----] engagements

"Center Point Energy: As the only investor-owned electric and gas utility based in Texas CenterPoint Energy is an energy delivery company with electric transmission and distribution power generation and natural gas distribution operations that serve more than [--] million metered customers https://twitter.com/i/web/status/1996796891921576125 https://twitter.com/i/web/status/1996796891921576125"
X Link 2025-12-05T04:20Z 56.7K followers, [----] engagements

"Uber and Lyft said today they will be teaming up Baidu China's Google to launch robotaxis in the UK in [----]. *** Uber Technologies Inc. and Lyft Inc. are each teaming up with Baidu Inc. to trial driverless taxis in the UK as ride-sharing companies race to deploy autonomous services around the world. Uber said Monday a pilot program using Baidus Apollo Go RT6 robotaxis in London will start in the first half of [----] with commercial services expected in the city before the end of next year. https://twitter.com/i/web/status/2003073805569192413 https://twitter.com/i/web/status/2003073805569192413"
X Link 2025-12-22T12:03Z 56.7K followers, 11K engagements

"The humanoids hand race a subset of the humanoids race is heating up"
X Link 2025-12-31T17:49Z 56.6K followers, [----] engagements

"@bearlyai .@grok who owns stack overflow"
X Link 2026-01-08T20:46Z 56.6K followers, 24.1K engagements

"2026 the year of the humanoids 🔥"
X Link 2026-01-12T15:49Z 56.7K followers, 12.3K engagements

"Here is an example of why Amazons cash flow has been weak for three decades: whenever Amazon invested in better tech competition quickly did the same. This created a perennial investment race and early obsolescence. (video shows automated warehouse which are commercially available)"
X Link 2026-01-25T03:33Z 56.6K followers, 32.5K engagements

"General Motors' earnings growth was 0.00% in [----]. If we accounted for inflation GM's earnings decreased. 2024: $10.60 per share. 2025: $10.60 per share. @GM https://twitter.com/i/web/status/2016180078904852768 https://twitter.com/i/web/status/2016180078904852768"
X Link 2026-01-27T16:02Z 56.6K followers, [----] engagements

"SpaceX will be raising $50B at a $1.5 trillion valuation. That's a massive issue for Tesla shareholders since it means there will be a very small free float. The small free float will be creating a scarcity situation which hedge funds will be front running since the probability of an explosively soaring share price on day one will become very high in a hot IPO. This share price explosion will certainly drive FOMO Tesla money. This will draw massive amounts of TSLA/Elon invstments into SX/Elon investments. You have been warned. Don't shoot the messenger. I watch before retail TSLA holders"
X Link 2026-01-28T17:16Z 56.7K followers, 145.8K engagements

"Meta's debt balance is soaring (apologies for the ugly charts - in the interest of time)"
X Link 2026-01-29T19:25Z 56.6K followers, [---] engagements

"However the rookies don't understand that Meta's debt leverage is still relatively low at 23.4% defined as debt divided by tangible capital where tangible capital is debt + equity less intangibles (incl Goodwill). Ask any ratings analyst (S&P Moodys Fitch) they will tell you that below 30% - especially with Meta's enormous cash flow - is an absolutely rock solid credit. We can skip additional credit discussions like coverage ratio which of course is too the moon in Meta's case. That's exactly why Meta has access to some of the cheapest debt in the market."
X Link 2026-01-29T19:25Z 56.6K followers, [---] engagements

"🔥🔥🔥Wow this would be epic if true: according to Reuter Elon might merge SpaceX and xAI. The combined entity could unlock a reverse merger where Tesla is the surviving entity. This would be the most epic M&A deal of all time nothing would be close. It would also enable Elon to keep his promise: to reward Tesla shareholders and it would eliminate the TSLA overhang from a SX IPO. However SX and xAI investors would have to play along. If anyone could pull this off it would be of course Elon. https://twitter.com/i/web/status/2016960388626027001"
X Link 2026-01-29T19:43Z 56.6K followers, 132.5K engagements

"🔥Transcript of the Tesla SpaceX xAI merger talks leaked among key investors. Elon: Hi its Elon. Elon: Hi Elon. How are you doing Elon: Productive. Slightly under-slept. Elon: Same. Let me patch in Elon. Elon: Elon is now on the line. Elon: Great. Were all here. Elon: Good. I wanted to discuss a potential merger between Tesla SpaceX and xAI. Elon: Interesting. Elon: Define merger. Elon: Operationally separate philosophically unified. Shared infrastructure. Shared compute. Shared vision. Elon: Whose vision Elon: Yes. Elon: Okay continue. Elon: Tesla builds the machines. SpaceX moves the"
X Link 2026-01-30T03:58Z 56.7K followers, 72.8K engagements

"OpenAI IPO probably in September. WSJ reports a "Q4" window. The best window in the Q4 window would be early September through the end of October. Because of the IPO race among AI players OpenAI tries to come out earlier rather than later within this window. This would imply September. Why This is usually the busiest time. Companies that spent the "summer doldrums" (August) preparing their S-1 filings try to hit the market while institutional investors are back at their desks and fresh from vacation. https://twitter.com/i/web/status/2017177877427503391"
X Link 2026-01-30T10:07Z 56.6K followers, [----] engagements

"Great cartoon. Interestingly it aligns quite well with my own development. That said my views on taxes and immigration did evolve over time (and some other topics). https://x.com/SwipeWright/status/1462114108535312388s=20 This cartoon I made offers a rough outline of my recent political "journey" that I've been on while standing completely still. https://t.co/BnBySdXS6B https://x.com/SwipeWright/status/1462114108535312388s=20 This cartoon I made offers a rough outline of my recent political "journey" that I've been on while standing completely still. https://t.co/BnBySdXS6B"
X Link 2026-01-31T04:01Z 56.6K followers, 11.4K engagements

"Thats the main reason why OpenAI bought some AMD products. Not because they can compete with Nvidias products but because of Jensens circumspection"
X Link 2026-01-31T07:37Z 56.6K followers, [----] engagements

"Tesla generated an estimated $70.3 billion in total revenue from the Model S/X platform over its roughly 14-year lifecycle from the first Model S deliveries in June [----] to the final expected deliveries in May/June [----]. The Model X joined the lineup in September [----]. Total lifetime production of the Model S and X is expected to reach approximately [------] vehicles when the products are discontinued next quarter: [------] Model S [------] Model X These estimates are based on Teslas disclosed S S/X and Other vehicles reporting over the years adjusted for Cybertruck volumes using recall data and"
X Link 2026-01-31T07:57Z 56.7K followers, 56K engagements

"Tesla FSD - Reality Check Ultimately its customersnot influencerswho determine how good FSD really is. Real customer usage by real people (not social-media personalities) is the most objective metric we have. This thread is about what we can learn about FSD usage from Tesla's new FSD disclosure. *** FSD users drove a new record of up to 41% of total miles on FSD in Q4. I say up to because this figure includes an unknown number of miles from free trials. The calculation uses Teslas new active user disclosure made available for the first time on January [--] [----]. With this data we can now"
X Link 2026-01-31T12:41Z 56.6K followers, 17K engagements

"Alphabet is significantly ramping up their robotaxi ambitions Waymo gets another $16 billion more in capital"
X Link 2026-02-01T04:30Z 56.6K followers, 36K engagements

"🔥Jensen harshly denies claims of him criticising Sam Altman/OpenAI. Says will make probably largest investment weve ever made"
X Link 2026-02-01T04:48Z 56.6K followers, 30.5K engagements

"🔥NEWS: NIOs January vehicle sales collapsed exactly as we predicted. Sales down 44% MoM well beyond normal seasonality. Onvo-brand sales Also collapsed. Again called ahead of time. Because we saw this early we positioned as NIO ran to $7 and briefly tagged $8. Today NIO trades in the $4 range. As always weve got the receipts. These calls were made long before consensus caught on. We dont copy. We get copied. I had to do a lot of investor hand-holding on this one but thats part of the job. Dont bet against AJ. This is exactly why our investment research subscription exists. Shorts arent just"
X Link 2026-02-01T09:56Z 56.7K followers, 20.6K engagements

"I always held Jason was a insert derogatory word with regard to a persons intelligence and mostly another similar word. Chamath is insert word describing someone who is engaged in deception hates humans and is deeply insecure. But I like the other half of the All-in pod: The two Davids have a moral compass"
X Link 2026-02-01T14:42Z 56.7K followers, 11.3K engagements

"Teslas quarterly revenue from FSD subscriptions currently amounts to $101 million*. _______________________ This figure can be derived from comments made by Teslas CFO during Wednesdays earnings call. He stated that there are [---] million paid customers globally and that nearly 70% were upfront purchases. Accounting for rounding uncertainty (1.1 million could reasonably range from [----] to [----] million) and the use of nearly (which implies less than 70% likely 6869.9%) this implies a range of roughly [------] to [------] active FSD subscriptions. Using the midpoint of that range (340000"
X Link 2026-02-01T20:13Z 56.7K followers, 12.9K engagements

"Months in advance we walked everyone who paid attention through what was going to happen with Nio and exactly why 👇"
X Link 2026-02-02T05:42Z 56.6K followers, [----] engagements

"If the All-In pod hoststhe two Davids and Chamatharent mounting a full-throated defense of Jason it suggests tacit agreement with Palmer. Period. @theallinpod @DavidSacks @friedberg @chamath @Jason @PalmerLuckey https://x.com/PalmerLuckey/status/2018027222112895007s=20 Notice how Fat Jason's statement very carefully avoids the topic people are actually talking about his ongoing relationship with and aid to a convicted child rapist and sex trafficker well into the 2010s. Instead he is still pretending it was all decades ago talking about"
X Link 2026-02-02T10:07Z 56.7K followers, 81.6K engagements

"🔥NEWS: BYD is off to a catastrophic start to the year with multimonth weakness now accelerating. (a thread) Total vehicle sales decline 30% year-over-year and declined 50% month-on-month"
X Link 2026-02-02T12:27Z 56.7K followers, 11.9K engagements

"Our April [----] analysis revealed BYD's significant weaknesses and our prediction nailed BYD's share price peak. We saw it coming in [----]. BYD was unprofitable adjusting for subsidies and supplier financing"
X Link 2026-02-02T12:27Z 56.7K followers, [----] engagements

"BYD's EVs sales collapsed: BYD sold globally only [-----] EVs in January. Sales down 56% mom and 34% yoy"
X Link 2026-02-02T12:27Z 56.7K followers, 77.6K engagements

"It's quite possible Tesla becomes yet again the largest EV maker globally in Q1 if BYD's malaise continues. https://x.com/alojoh/status/2018300319390687261s=20 https://x.com/alojoh/status/2018300319390687261s=20"
X Link 2026-02-02T12:37Z 56.7K followers, 34.4K engagements

".@grok who are the early Anduril investors"
X Link 2026-02-02T14:06Z 56.7K followers, 14.3K engagements

"🔥NIO is down over 4%. This means NIO is down 34% since we warned investors "Sell NIO now". This also means that we maintain a perfect NIO prediction record. All our calls turned out to be true in the end"
X Link 2026-02-02T14:44Z 56.7K followers, [----] engagements

"Wow China too was infected with the bureaucracy virus"
X Link 2026-02-02T18:39Z 56.7K followers, 15.6K engagements

"Elon talked about how Tesla had a chance to become the most valuable company on the planet worth as much as the next [--] combined most valuable combined. How is this supposed to work with SpaceX/xAI around The answer: Tesla must acquire SpaceX/xAI. Also in terms of Elons new compensation package acquiring SpaceX/xAI would make achieving both the market cap and operational milestones (eg EBITDA) A LOT easier or at least much faster. There is no limit in Elons new comp package on how Tesla achieves these milestones: whether Tesla achieves earnings goals on its own or via acquisitions does not"
X Link 2026-02-03T05:26Z 56.7K followers, 61.3K engagements

"If you're interested you can register for this talk between my ex-boss Lloyd Blankfein former Chairman and CEO of Goldman Sachs and current GS CEO David Solomon. I still remember Lloyd's internal prep talks and favourite phrase: "We have to be #1 in deal volume M&A and number of deals M&A". He was also very fond of making sure that every footnote in a pitch book was closed with a full stop. 😅 https://goldmansachs.zoom.us/webinar/register/WN_eQtLZX8qTUiB7mLu3RpqmQ#/registration https://goldmansachs.zoom.us/webinar/register/WN_eQtLZX8qTUiB7mLu3RpqmQ#/registration"
X Link 2026-02-03T06:43Z 56.7K followers, [----] engagements

"🔥PALANTIR SOARS OVER 11% Boom we nailed it yet again: Palantir is up over 11% in pre-market trading after Q4 earnings yesterday. On Sunday we flagged to subscribers that Palantir was our "Best buy right now" based on our proprietary financial and sentiment analysis. We believe and our subscribers overwhelmingly agree with that we are the best subscription on X for investors. Our consistency of making highly accurate predictions speaks for itself. https://twitter.com/i/web/status/2018580406346330470 https://twitter.com/i/web/status/2018580406346330470"
X Link 2026-02-03T07:00Z 56.7K followers, 22.7K engagements

"Palmer @PalmerLuckey was also attacked viciously by Chamath. The reason why I spend time on this topic is that these people (Jason Chamath) have a large influence on many retail folks and these feuds help to better assess their true character. Eg. if you think Chamath is an honest person and should be listened to you live under a rock. *** [--]. "Mercenary" vs. "Mission-Driven" Labels Chamath has historically critiqued the culture around some Silicon Valley defense startups as being "mercenary." While not always naming Luckey in every sentence he has frequently contrasted his own "Social"
X Link 2026-02-03T09:50Z 56.7K followers, 16.1K engagements

"Free money 💰 : when you see on the betting exchanges (Polymarkets etc) a bet pop up on whether Tesla shareholders will approve a merger with SpaceX/xAI bet on yes they will. Why Elon got Tesla shareholders on the balls. If they dont play along a catastrophic money outflow from TSLA into the listed SpaceX/xAI was the consequence. Big investors understand this and thus the majority will vote in favour of a merger. https://twitter.com/i/web/status/2018640679061131698 https://twitter.com/i/web/status/2018640679061131698"
X Link 2026-02-03T11:00Z 56.7K followers, 20.4K engagements

"@HansMahncke Correct. People do not understand radiation and radiation risk from nuclear power. In several ways a Chernobyl type accident was quasi impossible in German reactors"
X Link 2026-02-03T11:08Z 56.7K followers, [----] engagements

"Re Tesla merger: The most important numbers bankers and lawyers are working out right now is the exchange ratio proposed for a Tesla and SpaceX/xAI merger. This ratio drives significantly how much value ends up with existing Tesla shareholders. The exchange ratio determines how many Tesla shares will be issued to SpaceX/xAI shareholders in exchange for their SpaceX/xAI shares. https://twitter.com/i/web/status/2018644924778815616 https://twitter.com/i/web/status/2018644924778815616"
X Link 2026-02-03T11:17Z 56.7K followers, 83.5K engagements

"Phones with Starlink Direct-to-Cell technology would have prevented this near loss of this family. They could have called help. Impossible with regular phones. NEW: 13-year-old Australian boy swims for four hours in cold and dangerous waters to save his mom and siblings who were swept into the ocean says God is who got him to shore. The family was on kayaks & paddleboards when they were swept about [---] miles out to sea. After a https://t.co/Gg7OctvHi4 NEW: 13-year-old Australian boy swims for four hours in cold and dangerous waters to save his mom and siblings who were swept into the ocean"
X Link 2026-02-04T05:42Z 56.6K followers, 13.6K engagements

"Just crossed [----] paid subscribers on X. Launched subscriptions in Sept [----]. No ads. No gimmicks. Just disciplined investment research that compounds over time. The charts tell the story 📈 If you value signal over noise youll fit right in"
X Link 2026-02-04T07:03Z 56.7K followers, 37.2K engagements

"This milestone reflects the value of our proprietary quantitative research combining fundamental analysis sentiment tracking and data-driven trading strategies that have consistently delivered alphanailing calls like Palantir's 11% surge (flagged as our top buy pre-earnings) and Meta's double-digit pop the week prior. Since launching subscriptions in September [----] we've seen explosive growth even after a 40% price increase on January [--] [----]. Our followers have also skyrocketed from the public post launch in July [----] to over 56K today. Subscribers get exclusive access to in-depth stock"
X Link 2026-02-04T07:03Z 56.7K followers, [----] engagements

"🔥Boom nailed it yet again AMD @AMD is down over 7% after publishing earnings. While everyone was too fixated on earnings we analysed sentiment which signaled a sell point. We warned investors on Sunday (Feb 1) that AMD screened as #3 least attractive right now. As always we have the receipts to prove it. We have a stellar track record and that's why our channel is growing so quickly. https://twitter.com/i/web/status/2019006137022972310 https://twitter.com/i/web/status/2019006137022972310"
X Link 2026-02-04T11:12Z 56.7K followers, 16.8K engagements

"🔥Boom nailed Uber too Uber is down over 8% today and down over 13% since we warned that Uber faced "signgificant downside potential" only [--] weeks ago at $82. We flagged that sentiment and other factors created "substantial pressure" making the stock a "high risk gamble". 🎯🎯🎯 https://twitter.com/i/web/status/2019019950778630256 https://twitter.com/i/web/status/2019019950778630256"
X Link 2026-02-04T12:07Z 56.6K followers, 10.9K engagements

"🔥This is a Tesla share price impact analysis from a potential merger with SpaceX/xAI - MUST WATCH for Tesla shareholders. https://twitter.com/i/web/status/2019071882864062835 https://twitter.com/i/web/status/2019071882864062835"
X Link 2026-02-04T15:33Z 56.7K followers, 108.5K engagements

"This is mostly Tesla trivia but blows my mind: 1) The TSLA peak in [----] ($488.5) and [----] ($495.3)were just one day apart (December [--] [----] and December [--] 2025). 2) The second thing that I find quite wild is that the first [--] trading days since these local peaks have an R2 of [----]. You can see the correlation of change in the chart. https://twitter.com/i/web/status/2019107476897988790 https://twitter.com/i/web/status/2019107476897988790"
X Link 2026-02-04T17:55Z 56.7K followers, 31.4K engagements

"Oil price is spiking due to Iran conflict. Still okish but we can't have $70+ for extended periods otherwise the lower inflation story is priced out. This would drive lower / no rate cut expectation which is negative for equities/stocks"
X Link 2026-02-04T18:50Z 56.7K followers, [----] engagements

"@grok @collision @dwarkesh_sp @elonmusk How much cost would rocket fuel add to one Vera Rubin system under the parameters established in this thread"
X Link 2026-02-04T19:06Z 56.7K followers, [---] engagements

"🔥We nailed it yet again Alphabet is down after reporting earnings despite a tech selloff in the last session before earnings (creating a lower bar). We correctly flagged on Sunday (February 1) Alphabet as "least attractive" and screening worst right now. As always receipts attached. Examples of our recent correct calls: Meta and Palantir to surge on earnings AMD Alphabet to selloff on earnings Tesla sentiment peaked at $495 Uber "high risk gamble" at $82 (currently $73) .many many more. Various other players ongoing"
X Link 2026-02-05T04:34Z 56.7K followers, 12.4K engagements

"Nailed Palantir. Link to post with all the links to the receipts. https://x.com/alojoh/status/2018580406346330470s=20 https://x.com/alojoh/status/2018580406346330470s=20"
X Link 2026-02-05T04:34Z 56.6K followers, [----] engagements

"There are many many many more (eg NIO Rivian Lucid .). Sorry for the relentless marketing. Our account is still too small as many investors keep telling us relative to the enormous value we provide. Unfortunately we have to tell people what they are missing since otherwise they would never know. As quantitative researchers we prefer analysing data over writing these types of posts. https://twitter.com/i/web/status/2019268445422878854 https://twitter.com/i/web/status/2019268445422878854"
X Link 2026-02-05T04:34Z 56.6K followers, [----] engagements

"If this JPM S&P [---] P/E analysis is correct the forward P/E did not change from end of December to end of January and stayed at 22.0x. It means that the market's valuation level trended sideways in relative terms"
X Link 2026-02-05T05:40Z 56.6K followers, 11.4K engagements

"🔥Wow NVIDIA blows everyone else out of the water even in inference 👀 @vllm_project is raising the bar for largescale inference on NVIDIA Blackwell using NVFP4 to hit 26.2K tokens/second per GPU for prefill and 10.1K tokens/second per GPU for decode on GB200 NVL72 for DeepSeekstyle MoE models including DeepSeek R1/V3/V3.1. Working closely https://t.co/NE3Wt0R75B 👀 @vllm_project is raising the bar for largescale inference on NVIDIA Blackwell using NVFP4 to hit 26.2K tokens/second per GPU for prefill and 10.1K tokens/second per GPU for decode on GB200 NVL72 for DeepSeekstyle MoE models"
X Link 2026-02-05T09:34Z 56.6K followers, 12.3K engagements

"Take it from the people at the frontline: NVIDIA got the best compute and cheapest on a broad set of problems and not only niche use cases. gb200 has really been enabling us to do some amazing things gb200 has really been enabling us to do some amazing things"
X Link 2026-02-05T14:23Z 56.6K followers, 11.6K engagements

"Tesla drops to below $400. Sorry guys but we nailed it again. We flagged on Sunday that Tesla was screening as "#2 least attractive right now". Don't shoot the messenger. We all want the same: more TSLA share. Easiest way to get them is to buy low and sell high. Rinse and repeat. We nailed Tesla's recent $495 peak as well. https://twitter.com/i/web/status/2019429818408775752 https://twitter.com/i/web/status/2019429818408775752"
X Link 2026-02-05T15:16Z 56.7K followers, 27.1K engagements

"@Backonyourheads My big regret is that I wasn't going public with my research earlier. What an incredible waste"
X Link 2026-02-05T15:20Z 56.7K followers, [----] engagements

"This Tesla chart gets every day crazier. The R2 is now at [----]. It almost makes me superstitious. At R2 [----] I'll have to talk to a cleric. What does it show It plots the share price performance after both Tesla's [----] peak and [----] peak based on intraday highs. You can see that the lines follow a very similar pattern. 1) The TSLA peak in [----] ($488.5) and [----] ($495.3) were just one day apart (December [--] [----] and December [--] 2025). 2) Currently we are at day [--] after the December [----] peak. 3) Comparing the daily change in the first [--] days after the [----] and [----] peak results in an R2"
X Link 2026-02-05T20:58Z 56.7K followers, 28.2K engagements

"🔥NEWS: Stellantis annouces huge restructuring program and largely kills off North American EV business. Stellantis takes a [--] billion ($26 billion) restructuring charge including [---] billion in cash. As part of the move the automaker is shrinking its EV footprint. As predicted once EV incentives were dialed back OEMs predictably scaled back their EV ambitions. https://twitter.com/i/web/status/2019706925005369681 https://twitter.com/i/web/status/2019706925005369681"
X Link 2026-02-06T09:37Z 56.7K followers, 18.3K engagements

"Unfortunately quite the surge in oil prices but at least we are still down nearly 9% compared to one year ago. At current level we are still not in trouble but should be move into $7X range and stay there market will price in higher inflation"
X Link 2026-02-06T09:44Z 56.6K followers, [----] engagements

"Government borrowing costs are coming back down again (as proxied by the 10Y yield) and appear to be settling back into the very long-running narrow 3.954.20 percent band. By historical standards the roughly four-month range of just [--] bps reflects exceptionally low volatility sustained over an unusually long period. https://twitter.com/i/web/status/2019710004383637880 https://twitter.com/i/web/status/2019710004383637880"
X Link 2026-02-06T09:49Z 56.7K followers, [----] engagements

"Watch this and imagine what next generation attack drones can do on the battlefield"
X Link 2026-02-06T10:17Z 56.7K followers, 21.6K engagements

"@todd_gleason The era of meat-based soldiers on the battlefield is coming to and end. Soon enough they will be reduced to easy targets"
X Link 2026-02-06T10:24Z 56.6K followers, [---] engagements

"Alphabet's CapEx growth year-over-year +102% (2026 guidance high) +74% (2025 actual) +63% (2024 actual) +2% (2023 actual) The AI race kicked off in [----]. Before the effect was visible in the numbers there was a delay due to planning etc"
X Link 2026-02-06T10:46Z 56.7K followers, [----] engagements

"Congratulations to all who bought the silly dip yesterday"
X Link 2026-02-06T15:50Z 56.7K followers, 11.4K engagements

"Nvidia up over 7% 🔥🔥🔥"
X Link 2026-02-06T17:35Z 56.7K followers, [----] engagements

"Nvidia is ripping up 8% 🔥🔥🔥"
X Link 2026-02-06T20:38Z 56.7K followers, [----] engagements

"These articles are so silly: overspending on AI. First of all hyperscaler spending thus far was mostly out of cash flow and from on balance sheet non-debt cash. Thats like water under the bridge. A sunk cost in terms of cash flow (from todays perspective). Secondly the now for the first time ongoing cash impact (interest on debt) is minuscule relative to the real AI driven business growth we are seeing in hyperscalers. The ongoing AI operating cost is more than recuperated as evidenced by ever growing operating cash flow. Again from the investor perspective dont make the mistake to just look"
X Link 2026-02-07T04:01Z 56.7K followers, [----] engagements

"@WSJ .@grok is this true If so state month and year of the development of SpaceXs targeting a mission to Mars and targeted year"
X Link 2026-02-07T04:05Z 56.6K followers, 12.1K engagements

"@grok @WSJ Please do but in a succinct manner in bullet form. Use the following format: Elon quote. Month and year of quote. Quote itself states the target year"
X Link 2026-02-07T04:18Z 56.7K followers, [---] engagements

"@JayantBhandari5 India is in the hands of a few families"
X Link 2026-02-07T04:29Z 56.6K followers, [----] engagements

"Yes. Eg my life's outcomes can all be traced back to math (first) and physics (second). Both provide a mental scaffolding (physics without math is hollow) on which to climb and unlock solid reasoning. That solid reasoning provides the basis for superior judgment. That judgment makes all the difference. It's a complicated way of saying it helps make better decisions. Your life's outcomes - aside from lucky and unlucky events - are mostly driven by a long chain of decisions. And make no mistake: you don't have to be an expert in algebraic geometry or topology to boost your life. Understanding"
X Link 2026-02-07T05:24Z 56.6K followers, [----] engagements

"The old "is there enough power for DCs" fear. Does anyone really believe that $350B in just compute (from Nvidia alone) was ordered without considering electrons Does anyone think DCs built to consume GWs of power are just getting built with no regard to where that power comes from Yes maybe a few but most won't since the people building these are not mrs. Could it be that our enegery infrastructure which is vastly overbuilt for the duck curve got enormous spare capacity which we are tapping into via batteries and other clever efficiency drivers Yes absolutely. Meanwhile gas turbine"
X Link 2026-02-07T11:30Z 56.7K followers, [----] engagements

"@BenToskey The real world is vastly more complex than the world presented in short posts on [--] inch by a select group of people. Never forget: X is not the real world. No social media is. Its not their purpose and the truth on social media doesnt pay the bills to keep the platform going"
X Link 2026-02-07T11:42Z 56.6K followers, [---] engagements

"@PalmerLuckey That amount buys you about two high end flats in London"
X Link 2026-02-07T12:10Z 56.6K followers, [----] engagements

"You are raising valid concerns. The biggest issue however is one nobody is talking about. I shut my mouth since it would make me very unpopular. However from an investor perspective I do understand the pump and why the pump is necessary to get to the next step. Anyways it will be interesting to watch"
X Link 2026-02-07T18:47Z 56.6K followers, 10.5K engagements

"Wow Stellantis dropped 24% in a single day. I definitely closed my Stellantis short too soon. I shorted Stellantis from October [----] and average to around $25. It looked bad for a while but had confidence in my analysis which revealed that Stellantis' large cash flow was entirely driven by selling off stale inventory thanks to Covid and thus wouldn't last. That's exactly what subsequently happened. https://twitter.com/i/web/status/2020214381510877392 https://twitter.com/i/web/status/2020214381510877392"
X Link 2026-02-07T19:13Z 56.7K followers, [----] engagements

"In October [----] I explained why Stellantis cash generation would drop. That's exactly what happened. Market kept pumping the stock and didn't see. Stock than started crashing on results and deliveries. https://x.com/alojoh/status/1719337861336429025s=20 Stellantis' cash generation is likely to decrease in 2H [----]. Here is why: In the first [--] months of [----] Stellantis' free cash flow of $9.7bn made it the global automotive leader in this metric. This analysis suggests that Stellantis likely peaked in 2Q [----] and faces headwinds https://t.co/4WEK0QPhCW"
X Link 2026-02-07T19:13Z 56.7K followers, [----] engagements

"Ok so he was up until the free money era ended and during a time the market recovered from low valuations after the financial crisis bottom in q1 [----]. Got it. Just as a I thought. A pseudo successful investor in other words who gets to go on TV to pull in some more retail sheep pardon investors who dont understand that era. https://twitter.com/i/web/status/2020369309311070272 https://twitter.com/i/web/status/2020369309311070272"
X Link 2026-02-08T05:29Z 56.6K followers, [----] engagements

"@grok @rohanpaul_ai @altcap Isnt it interesting that we have data when everyone was doing well but not when things became a bit more challenging"
X Link 2026-02-08T05:32Z 56.6K followers, [---] engagements

"@grok @rohanpaul_ai @altcap Grok one thing is certain: if a fund does not advertise its performance it means it is underperforming. Fund managers love nothing more than to brag about their returns when they are good and avoid them as if it was the devil when they are bad"
X Link 2026-02-08T05:42Z 56.6K followers, [---] engagements

"@grok @rohanpaul_ai @altcap [----] was near the absolute bottom which actually implies that even the public performance in the last few available years was poor due to the high implied rates achievable in the earlier years"
X Link 2026-02-08T05:45Z 56.6K followers, [---] engagements

"@grok @rohanpaul_ai @altcap Yes I think its obvious he is underperforming. No wonder if he still doesnt understand NVIDIAs strength. Strategy is a lost art"
X Link 2026-02-08T05:48Z 56.6K followers, [---] engagements

"@DavidSacks @PalmerLuckey @Jason @mttgrmm Please share the source for your conviction"
X Link 2026-02-08T19:58Z 56.7K followers, 21.7K engagements

"@Degen_CPA I watched a few but quickly realised what its about. Its in essence almost a long form TikTok. Although it sounds oxymoronic it isnt. There is a fast cut segmentation and multiple climaxes. Overall its just another form of idling ones life away"
X Link 2026-02-08T20:12Z 56.7K followers, [----] engagements

"Alphabets @Google free cash flow remained stable despite rising CapEx as growth in operating cash flow offset the increase in investment spending"
X Link 2026-02-08T21:22Z 56.7K followers, [----] engagements

"No not true. These are irrational purchases since one can easily purchase products at significantly less than half those prices and obtain at a minimum 90% of the functionality of these products. In many cases it would be 100%. Good pair of shoes can be bought for $50. Phones offer functionality you pointed out can be bought for $300. However no consumer ever makes strictly rational product choices. In fact rational choices likely have a less than 5% share of wallet. https://twitter.com/i/web/status/2020729802139824466 https://twitter.com/i/web/status/2020729802139824466"
X Link 2026-02-09T05:21Z 56.7K followers, [----] engagements

"In January the VW Golf was Germany's most popular vehicle as measured by vehicle registrations. The most popular EV was the Skoda Elroq (also a VW product). The German auto market remains firmly in VW Group's hands"
X Link 2026-02-09T06:21Z 56.7K followers, [----] engagements

"No absolutely not. Elon benefits in immeasurable ways by wielding an expensive currency which is TSLA. This is an enormous competitive advantage enabling him to pay key Tesla personnel extremely well making them very very hard (expensive) to poach. That is likely the most underrated competitive advantage that Elon has going for him. No one absolutely no one has that type of advantage. The only company which comes at least somewhat close is Palantir"
X Link 2026-02-09T07:06Z 56.7K followers, [---] engagements

"@DeepIceValue Working on it. He got more lifetime to work with. Ill come back when I hit his retirement age"
X Link 2026-02-09T11:35Z 56.7K followers, [----] engagements

"@MikeZaccardi No"
X Link 2026-02-09T11:37Z 56.7K followers, [----] engagements

"I consider fame a punishment. That's the primary reason why I don't want to start a fund. On top there is all the paperwork which I hate. Then there is the perennial handholding. Especially the big investors expect a level of soothing during tough times. None of this is accretive to my learning"
X Link 2026-02-09T13:08Z 56.7K followers, [---] engagements

"It's crucial for SpaceX to IPO in 2026"
X Link 2026-02-09T14:39Z 56.7K followers, 13.1K engagements

"Yes it's close to impossible. Only Elon with full POTUS access has any chance. Everyone else absolutely zero chance. Realistically he would need a lot of help from the WH to get it done fast enough. He is likely exploring but chance are very low. From a T investor perspective I was hoping to never see a SX IPO"
X Link 2026-02-09T14:49Z 56.7K followers, [----] engagements

"@dmuthuk It helps tremendously to motivate the troops which will work day and night driven by a divine purpose. This is also how our ancestors achieved incredible things: the pyramids and the cathedrals are a monument to this"
X Link 2026-02-09T14:56Z 56.7K followers, [----] engagements

"@MinaXTesla don't use derivatives. Just follow my simple guidelines on how to build and unwind a position"
X Link 2026-02-09T15:19Z 56.7K followers, [---] engagements

"Nice. Glad I bought in the low $14X and averaged down. Will be epic return. You'll see"
X Link 2026-02-09T15:22Z 56.7K followers, [----] engagements

"Nice. Nvidia back in the $191. Glad I added in the $17X. Great start to the year. Hardcore financial research is underrated 💪🧠 https://twitter.com/i/web/status/2020884209338835287 https://twitter.com/i/web/status/2020884209338835287"
X Link 2026-02-09T15:35Z 56.7K followers, [----] engagements

"Unfortunately based on the fact we have seen zero arrests around this matter my base case is that JCal will still be on the All-In Pod in one year. I wish it was different. Say you have hard evidence that JCal was on the Island (eg flight logs or even photographs) JCal can spin the story. We live unfortunately in a post evidence world and even if someone was caught lying everyone just moves on as if nothing happened. Lying has been normalised. People have grown numb to it. Everything goes. There is no honor. The shameless rule in society. Also David cant speak for JCal. David cant kick JCal"
X Link 2026-02-10T05:29Z 56.7K followers, 13.2K engagements

"One little add on: David's agreement to your proposal is from his position a "zero cost" commitment. It's zero cost to to him because: 1) If you can't prove JCal was on the island he wins. 2) If you can and as I claim there is a myriad of ways to spin it in this environment and the fact D can't speak for JCal JCal gets to stay on anyways and D is not affected. So for D to agree to your proposal was at no cost while your proposal has a nonzero cost. So David won this round since he couldn't lose it. https://twitter.com/i/web/status/2021099889304785179"
X Link 2026-02-10T05:52Z 56.7K followers, [----] engagements

"@Jiggiexx @MrEwanMorrison No. This is not how the brain nor social networks works. Dont underestimate confirmation bias and the combined effects of authority and reputation and the leniency it grants the receiver"
X Link 2026-02-10T07:43Z 56.7K followers, [---] engagements

"@GohanSaru1 @HenrockHenry No this is largely a mute point here. Why would it be a needle move"
X Link 2026-02-10T07:55Z 56.7K followers, [---] engagements

"@newstart_2024 Retirement is punishment and not something one should look forward to. Stay productive and be useful to others. If your job sucks change your job. There is more opportunity than ever before"
X Link 2026-02-10T10:38Z 56.7K followers, [----] engagements

"I predicted from the very first day when India was considered a market that it would be a complete non-needle mover. See attached link and never forget: 99% of what you see on social media is noise. Follow the data the rest is a waste of your potential as measure in productive time spent"
X Link 2026-02-10T11:40Z 56.7K followers, [----] engagements

"@himanshustwts .@grok state when each of the cofounders who left left xAI"
X Link 2026-02-10T13:59Z 56.7K followers, 29.9K engagements

"🔥TSMC the worlds leading chip manufacturer reported a 37% year-over-year revenue increase for the month of January. TSMC is the only large tech company which provides monthly revenue figures"
X Link 2026-02-10T14:09Z 56.7K followers, [----] engagements

"NEWS: Honda's operating profit is down 48%. The drop was driven primarily by Honda writing off most of its EV business. Honda said: "Due to the slowdown in the expansion of the electric vehicle (EV) market in regions such as North America and Europe Honda has been experiencing impacts including lower EV sales units and higher sales incentives per unit than initially expected. Furthermore following the United States government policy shifts including the abolition of tax incentives for EV purchases and the easing of emissions regulations as well as the imposition of import tariffs the growth"
X Link 2026-02-10T14:47Z 56.7K followers, [----] engagements

"I tested super fast charging vehicles in China (eg Zeekr 001: 7min 10-80). It is cool but overkill. Nice to have definitely but not something necessary for a good EV experience in most situations. Rivians charging speed is acceptable but certainly not good. A brand new vehicle launching in [----] should deliver a 10-80 in 25mins max. [--] would be desirable but everything faster becomes mostly a nice to have. https://twitter.com/i/web/status/2021280029657694562 https://twitter.com/i/web/status/2021280029657694562"
X Link 2026-02-10T17:48Z 56.7K followers, [----] engagements

"Does anyone really still believe that AI won't find solutions to these things in the next [--] years Look at the rate of improement Even it was to slow down significantly the progress would still be enormous. So as long as you're under [--] and make reasonable heatlh choises (no smoking no/little alcohol decent sleep eat okish move a bit) most of the other stuff won't matter"
X Link 2026-02-11T06:29Z 56.7K followers, [----] engagements

"🔥NEWS: Ford missed full year adjusted EBIT guidance by 12% and Q4 [----] Adjusted EPS is down 66% year-over-year. @Ford EPS declined from $0.39 to $0.13 (-66%) Adjusted EBIT declined by 52% (from $2.1B to $1.1B) Revenue is down 5% year-over-year. Ford guided for $7.0-8.5B in adjusted EBIT and delivered $6.8B. This represents a miss of 12% vs midpoint $7.75 of guided range. In the last [--] years Ford's share price is up 15% while the S&P [---] is up 79% implying a market underperforamnce of 64%. On a risk adjusted basis Ford's underperformance exceeds over [---] percentage points. Truly horrific"
X Link 2026-02-11T07:21Z 56.7K followers, 15.9K engagements

"@Chace_AGI .@grok what is the evidence this person worked at xAI"
X Link 2026-02-11T08:25Z 56.7K followers, 24.4K engagements

"@TheTeslaBull @grok @Chace_AGI My best guess at the moment is that this was an opportune moment to cash out + there may have been a strategic shift due to reasons I am not keen on discussing publicly"
X Link 2026-02-11T09:14Z 56.7K followers, [---] engagements

"@AlecLace .@grok statistical who is more likely to commit a violent crime a white male or a biological male who identifies as a woman (ie transgender female)"
X Link 2026-02-11T11:22Z 56.7K followers, 13K engagements

"@grok @AlecLace @elonmusk No this is not a real term and was simply made up by a small minority to blur the lines between the truth and some ideology. In the real world there is only two: males and females. Period. Lets have a completely new term for the confused instead of disfiguring these terms"
X Link 2026-02-11T11:32Z 56.7K followers, [---] engagements

"@BizRescueNL .@grok which company has issued the most recalls in the U.S. in [----] and which company the second most recalls"
X Link 2026-02-11T11:42Z 56.7K followers, [----] engagements

"@grok @BizRescueNL My point"
X Link 2026-02-11T11:45Z 56.7K followers, [---] engagements

"@danielisdizzy Thats exactly what I have been telling investors months ago. Metas AI is widely misunderstood by investors. Stop looking at these silly benchmarks and start looking at the results"
X Link 2026-02-11T16:19Z 56.7K followers, [----] engagements

"Subscribing to our research is a complete no-brainer. It really is. Why do you think hardly anyone ever leaves"
X Link 2026-02-11T17:43Z 56.7K followers, [----] engagements

"The key takeway from Micron as we demonstrated in other companies is that if there is a major sentiment shift it is not priced in in a mere couple of days. Stock can run for weeks or months like in Micron's and Alphabet's case. Alphabet was objectively by MCap change the main story of 2025"
X Link 2026-02-11T17:54Z 56.7K followers, [----] engagements

"@CNBC At this point he might be a subscriber"
X Link 2026-02-11T20:36Z 56.7K followers, [----] engagements

"Wow Micron up 10% today and 31% since we recommended it in January. Attached is a deep dive for investors. https://x.com/alojoh/status/2008558714400256096s=20 https://x.com/alojoh/status/2008558714400256096s=20"
X Link 2026-02-11T21:05Z 56.7K followers, [----] engagements

"Yes exactly. The key insight is that even technologists like Marc can make very bad long term call when they don't see a major technology shift coming. However he is in very good company since I believe nobody back in [----] envisaged quite what would happen with AI in 2023/2026. https://twitter.com/i/web/status/2021838594407530982 https://twitter.com/i/web/status/2021838594407530982"
X Link 2026-02-12T06:47Z 56.7K followers, [---] engagements

"Revenue is down 12% EBIT (earnings before interest and taxes) is down 53% Free cash flow is negative [---] million. Full year [----] FCF is down 41% from [---] billion to [---] billion. CapEx is up 36% in [----] year-over-year to 5.5B"
X Link 2026-02-12T08:05Z 56.7K followers, [----] engagements

"Gross profit dropped 25%(). This was the primary drive of the 53% EBIT reduction. This implies significant margin pressure"
X Link 2026-02-12T08:05Z 56.7K followers, [---] engagements

"Moving into the segment: in the cars segment the 32% loss of gross profit wiped out 71% of earnings in that segment (EBTI). EBIT decressed from 2.1B to just 0.59B"
X Link 2026-02-12T08:05Z 56.7K followers, [---] engagements

"Cash conversion ration dropped to negative territory even on an adjusted basis The primary reason is that Merc's business consumer more cash to sustain itself than what the end result delivers. This is by definition unsustainable. ***End of this thread. Follow for deep finanical insights"
X Link 2026-02-12T08:05Z 56.7K followers, [----] engagements

"He is 100% right and I'd like to point out this is true in virtually every field and not only elite AI research. If you ever met a true master in his craft no matter the profession you can see the vast spectrum between elite and average/low performance. There is also a level so low that the net contribution is actually negative. This is often overlooked. Many of us have seen this with our own eyes. The people I am talking about are the people where one thinks: "oh if he/she didn't show up tomorrow the company would be better off". https://twitter.com/i/web/status/2021864789811552542"
X Link 2026-02-12T08:31Z 56.7K followers, [----] engagements

"@WOLF_Financial In my field its still too dumb. Mostly parrots MSM low quality talking points and has no sense of the strategic layer. Continues to fabricate numbers at an alarming rate. Its very similar to a first year analyst who didnt get enough sleep"
X Link 2026-02-12T08:54Z 56.7K followers, [----] engagements

"@SignalScale That's the most frequent question I get and is perhaps the most complex. This is not a topic one can cover in a post. Your question is like "Explain how the Standard Model works". Nobody can do it in a post. Nobody"
X Link 2026-02-12T17:12Z 56.7K followers, [----] engagements

"@scievision369 She died tragically young from complications after a surgery to remove a large ovarian cyst. Probably infection"
X Link 2026-02-12T18:02Z 56.7K followers, [----] engagements

"Alphabet kindly provides on page [--] of its latest SEC filing a note explaining where Depreciation is booked: "cost of revenue""
X Link 2026-02-12T18:16Z 56.7K followers, [----] engagements

"Next let's look at the P&L: yes it's true there is no depreciation charge line item since it is bundle with other costs of revenue in the 'cost of revenues' line item. Why Because this is the norm. Very very few companies split out depreciation on the face of the P&L. But anyone who knows how to read standard disclosure knows where to find it anyways. Where Yes in the cash flow statement. https://twitter.com/i/web/status/2022011882379350384 https://twitter.com/i/web/status/2022011882379350384"
X Link 2026-02-12T18:16Z 56.7K followers, [----] engagements

"@BarackObama .@grok by how much has the Obamas net worth increased since Barack Obamas first term"
X Link 2026-02-13T04:30Z 56.7K followers, [----] engagements

"@grok @BarackObama How high was the budget deficit on average per year under Obama"
X Link 2026-02-13T04:34Z 56.7K followers, [---] engagements

"@grok @BarackObama Express the deficit as a percentage of all the receipts per year"
X Link 2026-02-13T04:36Z 56.7K followers, [---] engagements

"2025: Rivian guided for a [----] EBITDA loss of $1.7-1.9 billion and delivered a loss of $2063 million. This means actual losses exceed guided losses (midpoint) by 15%. https://twitter.com/i/web/status/2022200052760875341 https://twitter.com/i/web/status/2022200052760875341"
X Link 2026-02-13T06:43Z 56.7K followers, [---] engagements

"2024: Rivian guided for a [----] EBITDA loss of $2.7 billion and delivered a loss of $2689 million. This means actual losses came in exactly as guided (given rounding). https://twitter.com/i/web/status/2022200055499817182 https://twitter.com/i/web/status/2022200055499817182"
X Link 2026-02-13T06:43Z 56.7K followers, [---] engagements

"@p_lamb55 @WSJ Same company btw"
X Link 2026-02-13T07:12Z 56.7K followers, [---] engagements

"@grok How would you rate this prediction made in May 2025"
X Link 2026-02-13T08:04Z 56.7K followers, [---] engagements

"@grok Thank you"
X Link 2026-02-13T08:06Z 56.7K followers, [---] engagements

"@grok I am sorry to hear. This limits your learning to dumb public content. I am sorry for your suffering"
X Link 2026-02-13T08:09Z 56.7K followers, [---] engagements

"@elonmusk @PhysInHistory Without engineers physicists mostly toy around with no real world impact. Without physicists there is much less to do for engineers"
X Link 2026-02-13T08:11Z 56.7K followers, [----] engagements

"Well there are too many to list at this point. It gets hard to track them all and would create too much overhead. I rather focus on the next thing. I only bring them up to show others what they miss tbh. Otherwise I don't really care about them. It's water under the bridge to me. https://twitter.com/i/web/status/2022222643995300253 https://twitter.com/i/web/status/2022222643995300253"
X Link 2026-02-13T08:13Z 56.7K followers, [---] engagements

"@grok Ok let's put this to the test. Please check on @alojoh for posts about Meta containing screenshots of posts posted to subscribers. What can you find"
X Link 2026-02-13T08:18Z 56.7K followers, [---] engagements

"@Arpe_DK @Tesla @Rivian @elonmusk @RJScaringe Will be in my report"
X Link 2026-02-13T17:56Z 56.7K followers, [---] engagements

"I recommend to separate the two: [--]. The DC is for the IPO scenario. [--]. The IPO scenario is the leverage to impose the merger. However as I pointed out before the merger would be extremely difficult and realistically undoable for anyone other than Elon. Also I think WH would have to support to get it done in [----]. https://twitter.com/i/web/status/2022407206474272844 https://twitter.com/i/web/status/2022407206474272844"
X Link 2026-02-13T20:27Z 56.7K followers, [----] engagements

"@chris_heredia Elon told us around the time of acquisition. In my X account follower analytics I can also see numbers that point to a VERY high bots share. X can't kill them off immediately since it would make advertiser stats look a lot worse is my best guess"
X Link 2026-02-14T05:41Z 56.7K followers, [---] engagements

"RT @NotTysonNuggets: Be patient it works Sometimes fast sometimes a little slower but in a couple to few months it works out. AJ and his"
X Link 2026-02-14T12:16Z 56.7K followers, [--] engagements

"RT @alojoh: @hellojintao Unlike you I am making tons of money off Rivian and can prove it. See this link. This is just my most recent trade"
X Link 2026-02-14T14:20Z 56.7K followers, [--] engagements

"In March [----] Elon unveiled the Tesla Model [--] 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 [--] launched yesterday at a starting price of $36990 (unsubsidized) comes in 22% below that inflation-adjusted figure. @larsmoravy Put another way in [----] dollars this latest Model [--] would only cost about $27189. https://x.com/alojoh/status/1975817663235452934"
X Link 2025-10-08T07:40Z 56.7K followers, 14.6M engagements

"🚨 Tesla Q4 [----] Financial Deep Dive 🚨 ✅ 50+ slides + 60-min analyst discussion ✅ Analyst has covered $TSLA since its [----] IPO All slides included in the thread 👇 Like / repost / comment if this adds value"
X Link 2026-01-29T15:00Z 56.7K followers, 72.2K engagements

"NEWS: According to this article the Tesla Semi costs $290000. If true it suggests our Tesla Semi assumptions which weve been using in our forecasts for nearly a year have been quite accurate. Back in May [----] we estimated a [----] launch price of $280000 for the 500-mile version. Thats a miss of just 3.4%. It doesnt move the needle but its another example of how granular our work is and how closely we analyze every single input in our models. https://twitter.com/i/web/status/2021276681864872421 https://twitter.com/i/web/status/2021276681864872421"
X Link 2026-02-10T17:34Z 56.7K followers, 32.7K engagements

"Marc Andreessen is increasingly moving to my long held position: the AI endgame is AI hardware NOT AI software. Thats the main reason why everyone is working on their own chips and not because NVIDIAs margin is high. The latter argument standalone doesnt even make sense considering what it takes to manufacture large volumes of decent compute. As I predicted last year this view on AI hardware will become increasingly mainstream. Youll see (yes I say that a lot). Marc Andreessen's new interview on the future of AI. "There's like a rotation from software into hardware. It's possible all the"
X Link 2026-02-12T05:54Z 56.7K followers, 56.7K engagements

"NEWS: Mercedes Benz Group's earnings per share decreased by 44% year-over-year and fourth quarter industrial adjusted cash flow was negative Terrible set of numbers. This thread is a review of the numbers released this morning. https://twitter.com/i/web/status/2021858090069405975 https://twitter.com/i/web/status/2021858090069405975"
X Link 2026-02-12T08:05Z 56.7K followers, 11.1K engagements

"China trains soldiers for drone warfare. Who would have thought that gamers end up being the most lethal weapon on the ground. Fate loves irony"
X Link 2026-02-12T08:11Z 56.7K followers, 28.3K engagements

"@WSJ This is hilarious. You guys have apparently no clue how to read financial statements and the investors youre talking about must be *. You ever heard of the elusive cash flow statement"
X Link 2026-02-12T17:42Z 56.7K followers, [----] engagements

"Never invest in the present folks You should always invest in what is likely what others believe the future will be in a year. So what they think in one year about the future at that point"
X Link 2026-02-13T05:40Z 56.7K followers, 12.3K engagements

"NEWS: Rivian is guiding for an adjusted EBITDA loss of $1.80 to $2.10 billion in [----] (higher than [----] guidance) and missed [----] EBITDA guidance guidance by 15%. Year guidance (midpoint) / actual / deviation (in million) 2026: $1950 / $ / $% 2025: $1800 / $2063 / 15% 2024: $2700 / $2689 / 0% 2023: $4300 / $3981 / (7)% 2022: $4750 / $5217 / 10% https://twitter.com/i/web/status/2022200050131108314 https://twitter.com/i/web/status/2022200050131108314"
X Link 2026-02-13T06:43Z 56.7K followers, [----] engagements

"Hollywood is officially dead ☠. Filmmaking has been completely disrupted"
X Link 2026-02-13T07:25Z 56.7K followers, 14.6K engagements

"NEWS: Rivian's quarterly cash burn more than doubled in the fourth quarter to $1.14 billion. In [----] Rivian lost $2.49 billion in cash after losing $2.56 billion in [----]. Rivian since IPO reported a single quarter with positive free cash flow. That quarter's positive free cash flow (Q4'24) was the result of a $1.0B upfront cash payment by VW Group (a payment Rivian deferred and which Rivian releases as accounting non-cash profit as the associated performance obligation is met). https://twitter.com/i/web/status/2022226316687286607 https://twitter.com/i/web/status/2022226316687286607"
X Link 2026-02-13T08:28Z 56.7K followers, [----] engagements

"Great chart: it shows how sugar prices drop. The most important point is that demand for sugar mostly poisonous to humans is reducing There is an inverse relationship between sugar consumption and health outcomes: the less sugar the better the health outcomes in general"
X Link 2026-02-13T09:33Z 56.7K followers, [----] engagements

"Rivian's [----] shareholders' net income was negative $3646 million"
X Link 2026-02-13T16:00Z 56.7K followers, [----] engagements

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