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@ThinkFinance999 Paulo Santos

Paulo Santos posts on X about $tsla, tesla, byd, discount the most. They currently have XXXXX followers and 2364 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX +17%
X Month XXXXXXX -XX%
X Months XXXXXXX +42%
X Year XXXXXXX -XX%

Mentions: XX #

X Month XXX -XX%
X Months XXX -XX%
X Year XXXXX +21%

Followers: XXXXX #

X Week XXXXX -XXXX%
X Month XXXXX +1.50%
X Months XXXXX +9.30%
X Year XXXXX +22%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks automotive brands finance countries cryptocurrencies currencies celebrities

Social topic influence $tsla #297, tesla #864, byd, discount, china, fsd, $tslas, $byd, 1 million, happened

Top assets mentioned Tesla, Inc. (TSLA) Boyd Gaming Corporation (BYD) Strategy (MSTR) Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"This looks VERY good for the segment (around $10000). $BYD is starting to face serious competition"
@ThinkFinance999 on X 2025-07-24 12:07:56 UTC 3365 followers, XXX engagements

"@leevalueroach Sure but with potential fraud typically that price needs to be almost irrationally low instead of merely a slight discount to the market"
@ThinkFinance999 on X 2025-07-24 15:57:05 UTC 3365 followers, XX engagements

"Wasn't that X million robotaxis in 2026 just 1-2 months ago Why just 100000 in 2026 And btw how many will Tesla use to cover half of the US population by the end of the year And what about the growth in cars. How many around now What was the projection just 1-2 months ago"
@ThinkFinance999 on X 2025-07-24 09:10:08 UTC 3368 followers, 1627 engagements

"$TSLA's recent FSD improvement happened because of new AI techniques which others (in China) are also able to apply and are applying (and seeing quick improvements as well). If the rest of the AI world is a good reference (LLMs AI video generators AI sound generators etc) the Chinese competitors (even while under computing limitations) will be able to reach SOTA not long after the leading US competitors. There's zero reason to believe FSD will be any different. So at most 1-2 years after Tesla whatever Tesla achieves will be achieved and sold by others"
@ThinkFinance999 on X 2025-07-24 07:24:05 UTC 3371 followers, XXX engagements

"@Jam_invest @irbezek There are still some at 1.6-4.0x clean earnings (they look more expensive due to charges) on stable (growing) businesses many of those paying fat dividends and some of them still at negative EVs"
@ThinkFinance999 on X 2025-07-24 19:47:01 UTC 3365 followers, XX engagements

"Not long ago putting a XX% levy on all the products from another nation was punishment for something. Anyway XX% on autos (among other things) is quite aggressive and will impact European automakers and the European economy regardless. Hard to understand why someone would celebrate that by bidding up the EUR/USD"
@ThinkFinance999 on X 2025-07-23 16:19:42 UTC 3365 followers, XXX engagements

"@mton1109 @FrankLeeSG I make two claims: * The number of hours is low so many competitors could replicate it with a much smaller fleet. * There is no indication that $TSLA has access to all videos from all cars (data transfers) so there's no indication those videos are distilled"
@ThinkFinance999 on X 2025-07-24 15:58:52 UTC 3365 followers, XX engagements

"Good catch the amount of smoke and mirrors is wild. $TSLA"
@ThinkFinance999 on X 2025-07-24 15:11:16 UTC 3372 followers, XXX engagements

"A $TSLA robotaxi launch in San Francisco is highly irrelevant considering it will come with a safety driver. The signal in that is exactly zero (the same as countless customers in San Francisco driving around supervising their Teslas under FSD). Seemingly this is being done to save the stock"
@ThinkFinance999 on X 2025-07-25 12:22:15 UTC 3373 followers, 3254 engagements

"I think Xiaomi's upcoming EREV a full-size SUV will have an EV range of 200+ km"
@ThinkFinance999 on X 2025-07-24 12:09:18 UTC 3373 followers, XXX engagements

"@braddlex This demo is VERY inconsistent with the dexterity and speed shown on the dance videos and I remain suspicious of the dance videos (even though other robot companies managed their own dance videos)"
@ThinkFinance999 on X 2025-07-21 12:34:21 UTC 3363 followers, XXX engagements

"The very obvious future for $MSTR is that it will eventually trade at a discount to the Bitcoin it holds. The discount will be as large as 20-30% at some point and there will even be calls from shareholders to sell Bitcoin and buy back stock"
@ThinkFinance999 on X 2025-07-23 13:20:44 UTC 3373 followers, XXX engagements

"Something crazy like that and the things will probably be close to worthless in X years. So any deals with $TSLA etc would have to finance $20bn (say X% $1bn per yeas) plus at least pay for the chips ($4bn per year if X years). So that would be $5bn in opex on top of Tesla if Tesla was to support it. That's not something Tesla can pay"
@ThinkFinance999 on X 2025-07-23 18:13:31 UTC 3366 followers, XX engagements

"But they didn't use a lot of data. Here's from $TSLA: "Full Self-Driving (Supervised) is trained on what amounts to over XXX years of anonymous real-world driving scenarios from our fleet of over six million vehicles." It sounds like a lot but that's just 876000+ hours of video. 100000 cars would generate more than that in just XX hours of use on average in urban environments. It's not yet a very tall barrier"
@ThinkFinance999 on X 2025-07-24 12:41:21 UTC 3372 followers, XX engagements

"@HSalemon The ruble has been strong not weak for a while (against the EUR now imagine against the USD). And there are Mars Snickers etc in the supermarkets even with the sanctions. Just so you know the actual reality"
@ThinkFinance999 on X 2025-07-25 08:19:23 UTC 3372 followers, XX engagements

"@FrankLeeSG In XX years such a service would be chock-full of competitors even if $TSLA gets there first so what's the point"
@ThinkFinance999 on X 2025-07-24 06:55:36 UTC 3365 followers, XXX engagements

"This trend of crypto treasury companies turning stock investor dollars into shit might remove demand from other high-multiple shit. It seems these are the SPACs of our times (not that the SPAC time was that long ago)"
@ThinkFinance999 on X 2025-07-21 14:29:57 UTC 3364 followers, XXX engagements

"Yes XX% is a X% increase on top of the XX% increase EU was paying now and XX% instead of XX% on cars is nearly as prohibitive anyway. Plus nobody ever really reacted much to the XX% threat. People will ultimately only react to actual consequences I guess. No position either way"
@ThinkFinance999 on X 2025-07-23 16:37:09 UTC 3367 followers, XX engagements

"@JoshWinger6 @thejefflutz It's a failure the best hype for them is already down to "most competitive in the US in the future" and even that will be false because soon $F will have automotive LFP batteries. You'll see the new models will not have the 4680 in them"
@ThinkFinance999 on X 2025-07-24 14:41:08 UTC 3372 followers, XX engagements

"@carnivoregymguy @BastianBraun121 $TSLA already said California will launch with a safety monitor though"
@ThinkFinance999 on X 2025-07-25 08:19:50 UTC 3372 followers, XXX engagements

"The influence from the propagandized anti-China western investors is falling quickly. This is good for HK stocks"
@ThinkFinance999 on X 2025-07-25 12:00:46 UTC 3373 followers, XXX engagements

"Board yes shareholders no. Not for a "small" investment. The $2bn from SpaceX are for what X% of xAI at the stupid $200bn valuation Or maybe $TSLA's money will be taken through Grok licensing. Which opens an interesting question - the licensing whether through capex (one time purchase) or subscriptions would have a negative earnings impact (higher depreciation or higher opex) unless offloaded into the Tesla car owners through subscriptions as well. But as it stands (no car integration) it's not worth much for car owners and even with car integration car owners aren't used to paying monthly"
@ThinkFinance999 on X 2025-07-13 08:41:33 UTC 3365 followers, XX engagements

"@munster_gene This metric depends on production levels and $TSLA accruing inventories helps it. And Q3 will be better still because of the EV tax credit termination. However margins will be much weaker in Q4 2025 and the subsequent X quarters as production will need to be curtailed further"
@ThinkFinance999 on X 2025-07-24 08:19:51 UTC 3365 followers, XXX engagements

"The number of cars shows the actual expansion of the service unlike the irrelevant area. The miles per car considering what $TSLA said (7000 miles in XX days) are incredibly low btw if we consider just XX cars nevermind more. California will launch with safety drivers so that "soon" raises a lot of doubts"
@ThinkFinance999 on X 2025-07-24 15:56:18 UTC 3373 followers, XXX engagements

"There's the obvious lie of the day. Elon says $TSLA will probably have ride hailing in half of the US population by the end of the year. This is an obvious lie even by Tesla standards as it's not even compatible with what it's saying for the robotaxi itself - where if anything it's already walking back the promises it made (regarding the number of active cars)"
@ThinkFinance999 on X 2025-07-23 21:36:31 UTC 3373 followers, 5471 engagements

"@FrankLeeSG They don't lack the data because $TSLA isn't using an amazing amount of data (it recently quantified what it used and it was minimal a few minutes per car). Plus some of the competition like BYD is larger (more than 2x more deliveries approaching 3x)"
@ThinkFinance999 on X 2025-07-24 09:03:46 UTC 3365 followers, XXX engagements

"@mton1109 @FrankLeeSG $TSLA doesn't have access to all the driving in all the cars unlike what you might think. So it isn't distilled"
@ThinkFinance999 on X 2025-07-24 14:56:50 UTC 3372 followers, XX engagements