[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TSLAFanMtl "Q3-25 Income Statement Forecast (originally shared with subscribers on October X 2025). Average Selling Price Forces driving ASP UP Reduced discount depth vs Q2 particularly in the U.S. and as the quarter progressed. Launch of both the RWD LR Model X and Model Y L in China which are both priced much higher than the base Models. Model S/X/CT price increases and delivery mix vs Q2. Higher FSD penetration rate. Forces driving ASP DOWN Rebound in China domestic deliveries and ratio of China deliveries/total vs Q2. Small Model X price cut late in the quarter in China. The net effect is I am"
X Link @TSLAFanMtl 2025-10-21T00:49Z 73.6K followers, 28.8K engagements

"Market agreed with me lol"
X Link @TSLAFanMtl 2025-10-24T00:53Z 73.6K followers, 17.3K engagements

"It's 2019 all over again 🤦♂"
X Link @TSLAFanMtl 2025-10-24T23:27Z 73.6K followers, 12.6K engagements

"Overall guys the numbers in this report aren't bad. Lots of good in here: - Vehicle cost declined QoQ. - Auto margin ex credits have stabilized. - Service margin is over XX% - Most of the abnormally high Q3 operation expenses should be one-time and not repeat in Q4. - Cash flow is good. - Progress on all operational things that will only benefit Tesla in the future. Seems like a solid transitionary quarter imo. If you're a bull this should be encouraging. If you're a bear nothing new in here to really get too excited about"
X Link @TSLAFanMtl 2025-10-22T21:04Z 73.6K followers, 54.9K engagements

"First he needed unfathomable wealth to build a base on Mars. Now he needs even more unfathomable wealth to save humanity from his robot army. Guys - be honest - you can both agree that the comp plan is actually good for Tesla shareholders AND that Elon is full of 💩"
X Link @TSLAFanMtl 2025-10-22T23:20Z 73.6K followers, 35.7K engagements

"I agree with those who say that Elon isn't money-hungry. He doesn't really want money. His drug of choice is POWER. Power is his vice. And power - power over Tesla and power over society - is why he wants this kind of wealth when he is already worth half a trillion dollars"
X Link @TSLAFanMtl 2025-10-22T23:24Z 73.6K followers, 19.7K engagements

"Interesting observation from Tesla's 10-Q. At end of Q3-25 Tesla had $3.27B in regulatory credits with performance obligations beyond X year. Last year this number was $4.72B. Despite this Tesla intends to recognize a greater amount from these in the next XX months ($877M) than they reported they would recognize XX months from Q3 of last year ($683M). Could imply that regulatory credits in upcoming quarters may actually be higher than some may expect"
X Link @TSLAFanMtl 2025-10-24T23:50Z 73.6K followers, 13.1K engagements

"Elon noted that his decision to expand production is not based on any latent demand for the cars but rather for his expectations that demand will increase when Tesla releases unsupervised FSD. So essentially another bet on FSD"
X Link @TSLAFanMtl 2025-10-22T21:41Z 73.6K followers, 10K engagements

"AI5 should be 40x more powerful than AI4. You may think this would Osborne the AI4 cars but the truth is only nerds like us will ever even hear about this let alone have it influence a purchase decision on a car"
X Link @TSLAFanMtl 2025-10-22T22:04Z 73.6K followers, 8521 engagements

"@CrazyAndWildArt Yes. It is the most intense full-body workout you can possibly do. Nobody knows this too. It's like fitness best kept secret"
X Link @TSLAFanMtl 2025-10-25T12:00Z 73.6K followers, XX engagements

"If ever you want to blow up your own mind just spend a little time thinking of what the humanoid robot opportunity could look like. Take X example: McDonalds. They employ 100k workers to prepare food and service customers globally. Assuming: - The average salary of these workers is $30k/year - Bot costs $30k McDonalds could replace its entire global service workforce for $3B and the payback on this investment would only be 1 year. Literally every business will want to replace human labor for Bots. Nevermind the other infinitely large direct-to-consumer market"
X Link @TSLAFanMtl 2025-10-20T18:50Z 73.6K followers, 27K engagements

"Elon is making the CFO pump the pay package lol"
X Link @TSLAFanMtl 2025-10-22T22:37Z 73.5K followers, 10.3K engagements

"Operating expenses were high this quarter. R&D expense is starting to hit quite hard. Tesla will need to start generating more revenue from FSD to offset this"
X Link @TSLAFanMtl 2025-10-22T21:13Z 73.6K followers, 5997 engagements

"@k_salberta @seth1620 Yeah set both projects back years"
X Link @TSLAFanMtl 2025-10-25T01:52Z 73.6K followers, XXX engagements

"@CrazyAndWildArt I could spend a lot of time writing about optimal nutrition for sprinting. Carbs are important for the body with this form of exercise but I try and prioritize healthy and complex carbs as muxh as possible. Protein is the key"
X Link @TSLAFanMtl 2025-10-25T12:49Z 73.6K followers, XX engagements

"This would be a radical and transformative change that would hurt US automakers broadly. I wonder if Carney is just using this as a lever to get Trump to play nice"
X Link @TSLAFanMtl 2025-10-28T02:51Z 73.6K followers, 8342 engagements