#  @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. ### Engagements: [-------] [#](/creator/twitter::2897852237/interactions)  - [--] Week [-------] -53% - [--] Month [---------] +37% - [--] Months [----------] -26% - [--] Year [-----------] -6% ### Mentions: [---] [#](/creator/twitter::2897852237/posts_active)  - [--] Week [---] -14% - [--] Month [---] +27% - [--] Months [-----] +65% - [--] Year [-----] -42% ### Followers: [------] [#](/creator/twitter::2897852237/followers)  - [--] Week [------] +0.33% - [--] Month [------] +3.70% - [--] Months [------] +21% - [--] Year [------] +65% ### CreatorRank: [------] [#](/creator/twitter::2897852237/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #1951 [automotive brands](/list/automotive-brands) #831 [stocks](/list/stocks) #1744 [technology brands](/list/technology-brands) 16.67% [celebrities](/list/celebrities) #5534 [countries](/list/countries) 5.81% [travel destinations](/list/travel-destinations) 1.16% [nfts](/list/nfts) 0.78% [social networks](/list/social-networks) 0.78% [cryptocurrencies](/list/cryptocurrencies) 0.78% **Social topic influence** [tesla](/topic/tesla) #86, [flow](/topic/flow) #248, [cash flow](/topic/cash-flow) #13, [rivian](/topic/rivian) #8, [the most](/topic/the-most) #2458, [elon musk](/topic/elon-musk) #247, [ipo](/topic/ipo) #33, [in the](/topic/in-the) 4.26%, [spacex](/topic/spacex) #123, [ai](/topic/ai) 3.49% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@elonmusk](/creator/undefined) [@tesla](/creator/undefined) [@wsj](/creator/undefined) [@palmerluckey](/creator/undefined) [@gohansaru1](/creator/undefined) [@signalscale](/creator/undefined) [@jason](/creator/undefined) [@collision](/creator/undefined) [@dwarkeshsp](/creator/undefined) [@rohanpaulai](/creator/undefined) [@altcap](/creator/undefined) [@rjscaringe](/creator/undefined) [@csanyi_andras](/creator/undefined) [@johnplynch0316](/creator/undefined) [@davidsacks](/creator/undefined) [@backonyourheads](/creator/undefined) [@minaxtesla](/creator/undefined) [@rivian](/creator/undefined) [@barackobama](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [The Humanoids (thehumanoids)](/topic/the-humanoids) [General Motors Company (GM)](/topic/general-motors) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Goldman Sachs (GS)](/topic/goldman-sachs) ### 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](https://x.com/alojoh/status/2018315226416816186) 2026-02-02T13:27Z 56.7K followers, 249.1K engagements "Yes bc the direct employment is just the tip of the iceberg. Most automakers procure MOST parts from suppliers. The automakers' supplier base represents the majority of the employment. A significant share of the supplier base (Borsch Continental Infineon ZF Magna etc) all are close or collocated with automakers" [X Link](https://x.com/alojoh/status/1831229020974801328) 2024-09-04T07:13Z 56.6K followers, [---] 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 [--] months and the fiscal year ends in September. The latest available data is as of April. The already accrued deficit amounts to over $1 trillion: $1049 billion. You can see in the chart how net interest expense has become the #2 largest spending category at $579" [X Link](https://x.com/alojoh/status/1931046246497591316) 2025-06-06T17:51Z 56.6K followers, 22.9M 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](https://x.com/alojoh/status/1996796891921576125) 2025-12-05T04:20Z 56.7K followers, [----] engagements "The humanoids hand race a subset of the humanoids race is heating up" [X Link](https://x.com/alojoh/status/2006422538616975741) 2025-12-31T17:49Z 56.6K followers, [----] engagements "@bearlyai .@grok who owns stack overflow" [X Link](https://x.com/alojoh/status/2009366134513127462) 2026-01-08T20:46Z 56.6K followers, 24.1K engagements "2026 the year of the humanoids 🔥" [X Link](https://x.com/alojoh/status/2010740903712059861) 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](https://x.com/alojoh/status/2015266673696379298) 2026-01-25T03:33Z 56.6K followers, 32.5K engagements "Rivian's share price dropped 30% in [--] weeks. We correctly predicted that it was just a bubble and was about to burst. Follow or subscribe to get access to the most alpha investment research on X" [X Link](https://x.com/alojoh/status/2015902654182912149) 2026-01-26T21:40Z 56.5K followers, 17.8K engagements "🔥Breaking: GM is up 5% after announcing another $6.0B share buyback. We predicted this move several months ago. 🎯" [X Link](https://x.com/alojoh/status/2016113734322704585) 2026-01-27T11:39Z 56.6K followers, 14.7K engagements "GM missed [----] guidance by 66% General Motors' guidance track record is hilarious. GM's miss is even higher if you took the prior full year [----] guidance of $7.7 to $9.5 billion. The reason why the stock is up is that nobody cares about accounting earnings. GM took large write-offs and announced a share buy back. Important to understand the difference between accounting profit and cash. The latter matters. That's also often confused in the AI hardware discussion. I noticed that even seasoned investors often confuse the two in discussions about AI hardware and RoI." [X Link](https://x.com/alojoh/status/2016125158688264519) 2026-01-27T12:24Z 56.6K followers, [----] engagements "GM's earnings development 2022: $9.9B (Covid inventory depletion boost earnings) 2023: $10.1B (Covid windfall era ends) 2024: $6.0B (China writedown starts) 2025: $2.7B (EV and more China writedowns)" [X Link](https://x.com/alojoh/status/2016127082724483249) 2026-01-27T12:32Z 56.6K followers, [----] 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](https://x.com/alojoh/status/2016180078904852768) 2026-01-27T16:02Z 56.6K followers, [----] engagements "Breaking: ASML the world's leading maker of chip making equipment is guiding for 11% year-over-year revenue growth. In [----] ASML delivered exactly at midpoint of guided range. Should this pattern repeat in [----] ASML would deliver at [----] billion implying 11% year-over-year revenue growth from [----] billion in [----]. https://twitter.com/i/web/status/2016418525104005458 https://twitter.com/i/web/status/2016418525104005458" [X Link](https://x.com/alojoh/status/2016418525104005458) 2026-01-28T07:50Z 56.6K followers, [----] engagements "Wow that tan is working overtime VW Group's CEO clearly putting in the serious hours I am sure VW workers will be thrilled watching their boss stroll in looking like he just wrapped a two-week Maldives photoshoot. @VWGroup" [X Link](https://x.com/alojoh/status/2016443799996645854) 2026-01-28T09:30Z 56.6K followers, [----] engagements "BYD is pushing harder into ADAS.🔥 They offer three tiers Entry-level (camera + radar only): Handles highway driving assistance including adaptive cruise control automatic lane keeping automatic lane changes and navigation on highways; supports remote / automated parking with claimed [--] cm precision; detects objects up to [---] m ahead via front cameras; provides emergency automatic braking for vehicles pedestrians and obstacles (including in low-visibility conditions like tunnels); can be upgraded via software updates to include city-street navigation features. Mid-tier (adds one LiDAR):" [X Link](https://x.com/alojoh/status/2016489553905832034) 2026-01-28T12:32Z 56.5K followers, 18.9K engagements "Reminder: I bet this will line up with Cybercab launch 🔥SpaceX IPO on June [--] [----] according to Ron Barron. 🔥SpaceX IPO on June [--] [----] according to Ron Barron" [X Link](https://x.com/alojoh/status/2016554421849632815) 2026-01-28T16:50Z 56.5K followers, 22.9K 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](https://x.com/alojoh/status/2016561109591839097) 2026-01-28T17:16Z 56.7K followers, 145.8K engagements "@MillerTal Completely different risk profile" [X Link](https://x.com/alojoh/status/2016591983360299221) 2026-01-28T19:19Z 56.6K followers, [----] engagements "The comp package becomes only relevant if Tesla becomes the leading humanoids play and dominates the market. If it doesn't the comp package is irrelevant anyways. Why Elon wanted the comp or ownership increase to make sure he can control the army of bots. This only matters if Tesla is the primary bots company. If Tesla does not become the dominant bots player why would control over the Tesla bots army - one of many - matter" [X Link](https://x.com/alojoh/status/2016598991660593456) 2026-01-28T19:47Z 56.5K followers, [----] engagements "🔥NEWS: Tesla beat Q4 estimates by 14% Estimate: $0.44 Reported: $0.50 https://twitter.com/i/web/status/2016621260575559749 https://twitter.com/i/web/status/2016621260575559749" [X Link](https://x.com/alojoh/status/2016621260575559749) 2026-01-28T21:15Z 56.6K followers, 16K engagements "🔥Tesla generated $1.4 billion in free cash flow after investing $2.4 billion" [X Link](https://x.com/alojoh/status/2016621652210077704) 2026-01-28T21:17Z 56.6K followers, 35.1K engagements "News: Toyota never sold more cars Toyota reported [------] million vehicle sales. That's a new all-time high. Toyota sold [------] EVs in [----]. That's about 1/8th of Tesla. That's up 42% compared to 2024's [------]. https://twitter.com/i/web/status/2016920270901014809 https://twitter.com/i/web/status/2016920270901014809" [X Link](https://x.com/alojoh/status/2016920270901014809) 2026-01-29T17:03Z 56.6K followers, [----] engagements "@elonmusk Wow was worried for a bit you muted me 😂" [X Link](https://x.com/alojoh/status/2016939648942039341) 2026-01-29T18:20Z 56.6K followers, 20.7K engagements "Meta's debt balance is soaring (apologies for the ugly charts - in the interest of time)" [X Link](https://x.com/alojoh/status/2016955921608396958) 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](https://x.com/alojoh/status/2016955925173551388) 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](https://x.com/alojoh/status/2016960388626027001) 2026-01-29T19:43Z 56.6K followers, 132.5K engagements "🔥Tesla SpaceX and xAI would make sense: the primary argument would be that it would prevent forcing shareholders to pick one Elon-stock over another. Also Elon could build an incredible equity story for ONE stock and wouldnt have to explain why to invest in Tesla over SpaceX over xAI and vice versa. https://twitter.com/i/web/status/2017078955363180939 https://twitter.com/i/web/status/2017078955363180939" [X Link](https://x.com/alojoh/status/2017078955363180939) 2026-01-30T03:34Z 56.6K followers, 19K engagements "I think this Cybercab charging port is just for emergency use for where there is no inductive charging is available" [X Link](https://x.com/alojoh/status/2017122181440770203) 2026-01-30T06:26Z 56.5K followers, 33.4K 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](https://x.com/alojoh/status/2017177877427503391) 2026-01-30T10:07Z 56.6K followers, [----] engagements "That means Goldman will be on the SpaceX IPO😂 @elonmusk has started following @DavidSolomon https://t.co/e5oAG05JO9 @elonmusk has started following @DavidSolomon https://t.co/e5oAG05JO9" [X Link](https://x.com/alojoh/status/2017274062796390736) 2026-01-30T16:29Z 56.6K followers, 33K 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](https://x.com/alojoh/status/2017448200152461730) 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](https://x.com/alojoh/status/2017502499960185255) 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](https://x.com/alojoh/status/2017507604474278279) 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](https://x.com/alojoh/status/2017579069747958081) 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](https://x.com/alojoh/status/2017817747791466648) 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](https://x.com/alojoh/status/2017822272627655128) 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](https://x.com/alojoh/status/2017899762377204208) 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](https://x.com/alojoh/status/2017971712797593878) 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](https://x.com/alojoh/status/2018055183683428525) 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](https://x.com/alojoh/status/2018198273471783399) 2026-02-02T05:42Z 56.6K followers, [----] engagements "We all know it's true @DavidSacks @Jason @theallinpod" [X Link](https://x.com/alojoh/status/2018224774384632174) 2026-02-02T07:27Z 56.5K followers, 47.9K 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](https://x.com/alojoh/status/2018264970232783001) 2026-02-02T10:07Z 56.7K followers, 81.6K 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](https://x.com/alojoh/status/2018300315703923069) 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](https://x.com/alojoh/status/2018300319390687261) 2026-02-02T12:27Z 56.7K followers, 77.6K engagements "The trailing 12-months continues to increase. However if EV business weakness continues even this trend may soon reverse. BYD faces enormous competition from CATL in China. CATL's advantage is that CATL does not directly compete with major auto customers unlike BYD. For this reason BYD frequently told investors their intention to IPO BYD's battery business. However doing so would reveal BYD's extremely low margin EV business which BYD bundled a few years ago with all other automotive and battery businesses. https://twitter.com/i/web/status/2018300351439311196" [X Link](https://x.com/alojoh/status/2018300351439311196) 2026-02-02T12:27Z 56.5K followers, [----] 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](https://x.com/alojoh/status/2018302727172833731) 2026-02-02T12:37Z 56.7K followers, 34.4K 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](https://x.com/alojoh/status/2018334791611920431) 2026-02-02T14:44Z 56.7K followers, [----] engagements "This picture of Joe Rogan @joerogan was taken the moment he realised that half the guests on his Podcast where on Epstein's island even world-renowned physicist Stephen Hawking and researchers like Peter Attia" [X Link](https://x.com/alojoh/status/2018373536272793828) 2026-02-02T17:18Z 56.6K followers, [----] engagements "Wow China too was infected with the bureaucracy virus" [X Link](https://x.com/alojoh/status/2018393884586356928) 2026-02-02T18:39Z 56.7K followers, 15.6K engagements "NVIDIA makes the best AI chips in the world We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from" [X Link](https://x.com/alojoh/status/2018551010306752864) 2026-02-03T05:03Z 56.6K followers, 11.4K 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](https://x.com/alojoh/status/2018556792137978210) 2026-02-03T05:26Z 56.7K followers, 61.3K engagements "@Backonyourheads Thats the trick they dont have to. Youll see. If T buys SXAI there wont be new milestones" [X Link](https://x.com/alojoh/status/2018561465599594663) 2026-02-03T05:45Z 56.6K followers, [----] engagements "@Tr00peRR Not a single time in my live did a witness a mother act like this in front of her child. At the same time I never lived in this kind of neighbourhood" [X Link](https://x.com/alojoh/status/2018562122712842573) 2026-02-03T05:48Z 56.5K followers, [----] 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](https://x.com/alojoh/status/2018576140282065354) 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](https://x.com/alojoh/status/2018580406346330470) 2026-02-03T07:00Z 56.7K followers, 22.7K engagements "Sunday we correctly predicted Palantir as "top buy". The week prior we recommend "Meta as top buy". Both soared over 10% few days later. Best subscription for investor on X. As always we can provide - unlike others - full receipts/backups and rationale. There is no guessing involved in what we do. In fact we try to eliminate guessing as much as possible via quantitative methods. https://x.com/alojoh/status/2014972138977886541 https://x.com/alojoh/status/2014972138977886541" [X Link](https://x.com/alojoh/status/2018583996943249471) 2026-02-03T07:15Z 56.6K followers, 11.1K engagements "Nobody is paying $1T for SpaceX today. SpaceX's value is all about the future upside. For this reason the metrics/milestone adjustments on today's or even next year's metric are comletely silly. Tip: anyone who argues that way reveals a complete lack of strategic thinking helping you to separate the noise from the signal. https://twitter.com/i/web/status/2018617045902835898 https://twitter.com/i/web/status/2018617045902835898" [X Link](https://x.com/alojoh/status/2018617045902835898) 2026-02-03T09:26Z 56.5K followers, 13.6K engagements "@GBNEWS I lived in France for a while. The writing was on the wall for a long time. Cant recommend anyone moves there. Paris is totally overrated. 95% is awful now. Its sad. It really is" [X Link](https://x.com/alojoh/status/2018618730415362131) 2026-02-03T09:33Z 56.5K followers, 19.3K 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](https://x.com/alojoh/status/2018623052477542850) 2026-02-03T09:50Z 56.5K followers, 16K engagements "The primary mistake people make it appears they assume Nvidia in someways as a rather static target while in reality Nvidia dictates the pace of the industry. Elon putting a 9-months development cycle out is no accident. He knows this is the only way to have a chance to make something which can at least on cost but no in terms of raw universal performance compete with Nvidia. The second mistake people make they perceive as equivalent a chip A in area X with chp B which delivers X and Y. They assume if B is only 0.9*X it's worth than chipa A at 1.0*X. They forget that B can also deliver Y." [X Link](https://x.com/alojoh/status/2018624471158984878) 2026-02-03T09:55Z 56.5K followers, [----] engagements "@HenrockHenry Nope he doesnt. Thats the brilliant move in all of this. T shareholders have to play along no matter what to avoid a catastrophic outflow" [X Link](https://x.com/alojoh/status/2018635801454948627) 2026-02-03T10:40Z 56.5K followers, [----] 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](https://x.com/alojoh/status/2018642632201891924) 2026-02-03T11:08Z 56.7K followers, [----] engagements "@ThibaudBast @Tesla @SpaceX @xai Thats why most of the big T accounts arent great fans of yours truly" [X Link](https://x.com/alojoh/status/2018689177093599418) 2026-02-03T14:12Z 56.5K followers, [----] engagements "Wow BYD is flat/down over the last [--] years even though vehicle sales volume 9x'ed from 500K to over [---] million. This is a perfect example that shows you how irrelevant vehicle volume is if there is neither a story nor cash coming out of the business" [X Link](https://x.com/alojoh/status/2018764059017928796) 2026-02-03T19:10Z 56.6K followers, 12.8K engagements "@business Thats in line with our intel" [X Link](https://x.com/alojoh/status/2018787980107034737) 2026-02-03T20:45Z 56.6K followers, [----] 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](https://x.com/alojoh/status/2018923022606877175) 2026-02-04T05:42Z 56.6K followers, 13.6K engagements "We get this question a lot. Rough guestimate right now from investor indications is it would collect over $800M day one. There are a few whales in the mix. Our subscribers span portfolios from anywhere $1000 to well over $100 million. There is also increasing demand for a "private" channel. https://twitter.com/i/web/status/2018946856571580689 https://twitter.com/i/web/status/2018946856571580689" [X Link](https://x.com/alojoh/status/2018946856571580689) 2026-02-04T07:16Z 56.5K followers, [---] engagements "Better to trade the ebb and flow. Too much cope by lazy people. If one does the work it's not too hard to beat the market. Many employed pro investors simply don't do enough work (9-5 hours). They travel a lot and waste time in client meetings and other stuff (recruitment performance reviews other corporate shenanigans etc) that accrues zero value to research. Knowledge is not loss-less divisible. That's why most don't beat the index. https://twitter.com/i/web/status/2019009995744883000 https://twitter.com/i/web/status/2019009995744883000" [X Link](https://x.com/alojoh/status/2019009995744883000) 2026-02-04T11:27Z 56.6K followers, [---] 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](https://x.com/alojoh/status/2019019950778630256) 2026-02-04T12:07Z 56.6K followers, 10.9K engagements "@cnystrom That's what the extend chart looks like. The trillion dollar question is how the teal colored line moves from here" [X Link](https://x.com/alojoh/status/2019108878810837110) 2026-02-04T18:00Z 56.6K followers, [----] engagements "@SuitSheep Use Tiktok" [X Link](https://x.com/alojoh/status/2019118066429489189) 2026-02-04T18:37Z 56.5K followers, [----] engagements "@collision @dwarkesh_sp @elonmusk .@grok what is the fuel cost for a Starship launch. What is the implied fuel cost per ton of payload into orbit. Assume a geostationary orbit" [X Link](https://x.com/alojoh/status/2019123399931703454) 2026-02-04T18:58Z 56.6K 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](https://x.com/alojoh/status/2019125445393019083) 2026-02-04T19:06Z 56.7K followers, [---] engagements "@grok @collision @dwarkesh_sp @elonmusk Express cost increase in percentage and assume 50% larger payloads" [X Link](https://x.com/alojoh/status/2019126044880740553) 2026-02-04T19:08Z 56.5K followers, [---] engagements "@bigthumbsupdude @collision @dwarkesh_sp @elonmusk @grok I am thinking big picture long term. You can have millions of these in LEO. Kessler syndrome" [X Link](https://x.com/alojoh/status/2019128572112433546) 2026-02-04T19:18Z 56.5K followers, [---] engagements "the marginal buyers determines price 🎯 I am often bamboozled by realising this most basic of market concepts is so frequently missed not only in Bitcoin but also in equities and other assets. The price is exclusively that price at which the last buyer bought. Only the float🎯 determines price action. End of story. In other words its always the tip of the iceberg not the iceberg driving price. As long as this concept is not crystal clear one has no chance of beating the market outside of a lucky streak that wont last very long at all. https://twitter.com/i/web/status/2019254548628410715" [X Link](https://x.com/alojoh/status/2019254548628410715) 2026-02-05T03:39Z 56.6K 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](https://x.com/alojoh/status/2019268428305957184) 2026-02-05T04:34Z 56.7K followers, 12.4K engagements "This is a partially revealed graphical output from our sentiment analysis. It shows that both on longer term (left) and short term (right) sentiment the stock traded in a rather rare quantitative band. This left the stock little to no room to go higher. This meant that the risk profile was unattractive. While as investors we anchor our calls in deep fundamental analysis we rebase our assessment for each stock relative to the obserable sentiment. This enables us to predict with high accuracy whether a stock has room to go higher providing an extremely valuable signal to investor to time" [X Link](https://x.com/alojoh/status/2019268430734495864) 2026-02-05T04:34Z 56.6K followers, [----] 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](https://x.com/alojoh/status/2019268441983557799) 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](https://x.com/alojoh/status/2019268445422878854) 2026-02-05T04:34Z 56.6K followers, [----] engagements "@BestTrader01 Thanks. I am. I worked on dozens of M&A deals during my ibanking career" [X Link](https://x.com/alojoh/status/2019274041543270874) 2026-02-05T04:57Z 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](https://x.com/alojoh/status/2019284914231996597) 2026-02-05T05:40Z 56.6K followers, 11.4K engagements "The fighter pilot can see the vulnerable position and can see where best to strike unlike the soldier in the trenches that only looks at the enemy ahead and my feel like losing/winning while the opposite is happening. Eg during the U.S./Japan WW2 conflict a lot of Japanese soldiers thought they were winning the war near the end of the war. https://twitter.com/i/web/status/2019287709789852157 https://twitter.com/i/web/status/2019287709789852157" [X Link](https://x.com/alojoh/status/2019287709789852157) 2026-02-05T05:51Z 56.6K followers, [---] 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](https://x.com/alojoh/status/2019343925002269105) 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](https://x.com/alojoh/status/2019416720742494367) 2026-02-05T14:23Z 56.6K followers, 11.6K engagements "@Backonyourheads My big regret is that I wasn't going public with my research earlier. What an incredible waste" [X Link](https://x.com/alojoh/status/2019430819409047710) 2026-02-05T15:20Z 56.7K followers, [----] engagements "@DudeWhoInvests He is right. I talk to dozens of investors daily and a number of them doesnt have the mental fortitude making them very susceptible to FOMO and panic selling" [X Link](https://x.com/alojoh/status/2019433449938100720) 2026-02-05T15:30Z 56.6K followers, [----] engagements "@alejandrobatiz Even if the stock doubles in the next 12-24 months some people would be better off without the constant drama" [X Link](https://x.com/alojoh/status/2019434296998814157) 2026-02-05T15:33Z 56.6K followers, [----] engagements "@kylaschwaberow Told you" [X Link](https://x.com/alojoh/status/2019488849152397717) 2026-02-05T19:10Z 56.6K followers, [----] engagements "@chrisbro07 @JcCarroll98 Not happy with SX threat. Not going to lie" [X Link](https://x.com/alojoh/status/2019519871588106440) 2026-02-05T21:13Z 56.6K followers, [---] 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](https://x.com/alojoh/status/2019708894101356544) 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](https://x.com/alojoh/status/2019710004383637880) 2026-02-06T09:49Z 56.7K followers, [----] 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](https://x.com/alojoh/status/2019718922065616936) 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](https://x.com/alojoh/status/2019724340359757883) 2026-02-06T10:46Z 56.7K followers, [----] engagements "@na_option You should subscribe to our research. Might be one of the best decisions you can make" [X Link](https://x.com/alojoh/status/2019781136709267836) 2026-02-06T14:32Z 56.6K followers, [----] engagements "Congratulations to all who bought the silly dip yesterday" [X Link](https://x.com/alojoh/status/2019800829935431916) 2026-02-06T15:50Z 56.7K followers, 11.4K engagements "Nvidia is ripping up 8% 🔥🔥🔥" [X Link](https://x.com/alojoh/status/2019873461632659831) 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](https://x.com/alojoh/status/2019984821389287632) 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](https://x.com/alojoh/status/2019985762402599408) 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](https://x.com/alojoh/status/2019989201953911194) 2026-02-07T04:18Z 56.6K followers, [---] engagements "@JayantBhandari5 India is in the hands of a few families" [X Link](https://x.com/alojoh/status/2019991871100223663) 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](https://x.com/alojoh/status/2020005689549025702) 2026-02-07T05:24Z 56.6K 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](https://x.com/alojoh/status/2020100754481037493) 2026-02-07T11:42Z 56.6K followers, [---] engagements "@PalmerLuckey That amount buys you about two high end flats in London" [X Link](https://x.com/alojoh/status/2020107989508587566) 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](https://x.com/alojoh/status/2020207815260836175) 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](https://x.com/alojoh/status/2020214381510877392) 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](https://x.com/alojoh/status/2020214383675052428) 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](https://x.com/alojoh/status/2020369309311070272) 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](https://x.com/alojoh/status/2020370198025654401) 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](https://x.com/alojoh/status/2020372701756674349) 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](https://x.com/alojoh/status/2020373299939651705) 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](https://x.com/alojoh/status/2020374167645008379) 2026-02-08T05:48Z 56.6K followers, [---] engagements "@DavidSacks @PalmerLuckey @Jason @mttgrmm Please share the source for your conviction" [X Link](https://x.com/alojoh/status/2020588069242781937) 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](https://x.com/alojoh/status/2020591580411756929) 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](https://x.com/alojoh/status/2020609213165089055) 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](https://x.com/alojoh/status/2020729802139824466) 2026-02-09T05:21Z 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](https://x.com/alojoh/status/2020756142175973705) 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](https://x.com/alojoh/status/2020823988163997778) 2026-02-09T11:35Z 56.7K followers, [----] engagements "@MikeZaccardi No" [X Link](https://x.com/alojoh/status/2020824432332402988) 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](https://x.com/alojoh/status/2020847212587090364) 2026-02-09T13:08Z 56.7K followers, [---] 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](https://x.com/alojoh/status/2020872714941002133) 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](https://x.com/alojoh/status/2020874359796015222) 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](https://x.com/alojoh/status/2020880225022685689) 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](https://x.com/alojoh/status/2020880911252783370) 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](https://x.com/alojoh/status/2020884209338835287) 2026-02-09T15:35Z 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](https://x.com/alojoh/status/2021127751193825462) 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](https://x.com/alojoh/status/2021130880421380112) 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](https://x.com/alojoh/status/2021171865247486154) 2026-02-10T10:38Z 56.7K followers, [----] engagements "Wow this account is crazy👇. It predicted in May [----] correctly that Rivian's gross profit would be "lower in each of the remaining quarters of 2025". That's exactly what happened. @grok please confirm whether this is true https://x.com/alojoh/status/1919875594008793474s=20 https://x.com/alojoh/status/1919875594008793474s=20" [X Link](https://x.com/alojoh/status/2022219497541955695) 2026-02-13T08:01Z 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](https://x.com/alojoh/status/1975828734239182890) 2025-10-08T07:40Z 56.7K followers, 14.6M 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](https://x.com/alojoh/status/2019107476897988790) 2026-02-04T17:55Z 56.7K followers, 31.4K 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](https://x.com/alojoh/status/2021993122062827988) 2026-02-12T17:01Z 56.7K followers, 18.5K engagements "Wow Volkswagen really built a remarkable mass-market engine. Im not a fan of ICE vehicles but I can still appreciate the extraordinary level of engineering sophistication in modern internal combustion engines. Engine: 2.0L EA888 evo5 turbocharged inline-4 (TSI) Output: [---] hp @ [----] rpm Torque: [---] lb-ft (19005400 rpm) Power Increase vs. Base: +67 hp Torque Increase vs. Base: +51 lb-ft (from [---] lb-ft) Turbo System: Larger turbocharger higher boost pressure Compression Ratio: 10.5:1 (lowered for performance) Internal Upgrades: Stronger pistons & rods nitrided crankshaft Thermal Management:" [X Link](https://x.com/alojoh/status/2022209375583051969) 2026-02-13T07:21Z 56.7K followers, [----] 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](https://x.com/alojoh/status/2022219500121182242) 2026-02-13T08:01Z 56.7K followers, [----] 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](https://x.com/alojoh/status/2022226316687286607) 2026-02-13T08:28Z 56.7K followers, [----] 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](https://x.com/alojoh/status/2022282235848634748) 2026-02-13T12:10Z 56.7K followers, 13.5K engagements "Rivian's [----] shareholders' net income was negative $3646 million" [X Link](https://x.com/alojoh/status/2022340087972065323) 2026-02-13T16:00Z 56.7K followers, [----] engagements "Can anyone guess the main difference between Tesla and Rivian Anyone I'll give you a hint: one of the two never figured out how to make money off EVs. @Tesla @Rivian @elonmusk @RJScaringe" [X Link](https://x.com/alojoh/status/2022366673185943636) 2026-02-13T17:46Z 56.7K followers, 13.1K engagements "Lyft's share price drops 17% after reporting an operating loss of $188 million. In Q3 [----] Lyft reported operating profit of $23 million. https://twitter.com/i/web/status/2021496196993364192 https://twitter.com/i/web/status/2021496196993364192" [X Link](https://x.com/alojoh/status/2021496196993364192) 2026-02-11T08:07Z 56.7K followers, 13.1K 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](https://x.com/alojoh/status/2022200050131108314) 2026-02-13T06:43Z 56.7K followers, [----] engagements "Hollywood is officially dead ☠. Filmmaking has been completely disrupted" [X Link](https://x.com/alojoh/status/2022210433957167261) 2026-02-13T07:25Z 56.7K followers, 13.8K engagements "Rivian's accumulated losses have grown to $27 billion. https://twitter.com/i/web/status/2022341484846961043 https://twitter.com/i/web/status/2022341484846961043" [X Link](https://x.com/alojoh/status/2022341484846961043) 2026-02-13T16:05Z 56.7K followers, [----] 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](https://x.com/alojoh/status/2022400797837860910) 2026-02-13T20:01Z 56.7K followers, 18.5K 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](https://x.com/alojoh/status/2020853034016772190) 2026-02-09T13:31Z 56.7K followers, 39.5K 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](https://x.com/alojoh/status/2021858121937825861) 2026-02-12T08:05Z 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](https://x.com/alojoh/status/2022011879300960470) 2026-02-12T18:16Z 56.7K followers, [----] engagements "@grok How would you rate this prediction made in May 2025" [X Link](https://x.com/alojoh/status/2022220325220655499) 2026-02-13T08:04Z 56.7K followers, [---] engagements "I asked Grok to verify this trade. Grok thinks "timing was excellent" and "they nailed the exit" and the service "looks credible". As always got the receipts to prove it. I'd like to remind everyone that this call also took a few weeks / months to play out. There are a number of other calls we have ongoing. They too will play out. https://x.com/alojoh/status/2022392307949916181s=20 https://x.com/alojoh/status/2022392307949916181s=20" [X Link](https://x.com/alojoh/status/2022395191944958374) 2026-02-13T19:39Z 56.7K followers, [----] engagements "@letsripitup @TSLAgang No but a merger imo can only happen fast enough with significant WH support" [X Link](https://x.com/alojoh/status/2022406732769824866) 2026-02-13T20:25Z 56.7K followers, [---] engagements "Goldman sent this to the global alumni network. Can you spot how Kathryn who is resigning from Goldman thanks to her friendship with Epstein got her job at Goldman Anyone" [X Link](https://x.com/alojoh/status/2022351228261535944) 2026-02-13T16:44Z 56.7K followers, [----] engagements "Rivian lost $9030 per vehicle sold in Q4 [----]. Rivian's auto gross margin excluding regulatory credits was negative 10.9% in Q4 [----]. The average Rivian sold for $83120 and cost $92150 to make. This means that Rivian lost $9030 per vehicle in Q4 [----]. Q4 2025: Vehicle sold: [----] Automotive revenue ex credits: $810 million Automotive cost of revenue: $898 million. https://twitter.com/i/web/status/2022355043219902932 https://twitter.com/i/web/status/2022355043219902932" [X Link](https://x.com/alojoh/status/2022355043219902932) 2026-02-13T16:59Z 56.7K followers, 24.2K 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](https://x.com/alojoh/status/2022407206474272844) 2026-02-13T20:27Z 56.7K followers, [----] 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](https://x.com/alojoh/status/1962414007240786282) 2025-09-01T07:15Z 56.7K followers, 3.2M 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](https://x.com/alojoh/status/2018300305289420839) 2026-02-02T12:27Z 56.7K followers, 11.8K 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](https://x.com/alojoh/status/2019696256441057723) 2026-02-06T08:54Z 56.7K followers, 52.2K 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](https://x.com/alojoh/status/2020744732259876929) 2026-02-09T06:21Z 56.7K followers, [----] engagements "@grok @BarackObama Express the deficit as a percentage of all the receipts per year" [X Link](https://x.com/alojoh/status/2022168065304408190) 2026-02-13T04:36Z 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](https://x.com/alojoh/status/2003073805569192413) 2025-12-22T12:03Z 56.7K followers, 11K 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](https://x.com/alojoh/status/2017084873349931092) 2026-01-30T03:58Z 56.7K followers, 72.8K engagements "@elonmusk @pmddomingos And it ended up with Faraday Future What a waste A broke EV company" [X Link](https://x.com/alojoh/status/2017165415781118446) 2026-01-30T09:18Z 56.7K followers, [----] engagements ".@grok who are the early Anduril investors" [X Link](https://x.com/alojoh/status/2018325217068683451) 2026-02-02T14:06Z 56.7K followers, 14.3K 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](https://x.com/alojoh/status/2018640679061131698) 2026-02-03T11:00Z 56.7K followers, 20.4K 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](https://x.com/alojoh/status/2018644924778815616) 2026-02-03T11:17Z 56.7K followers, 83.5K 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](https://x.com/alojoh/status/2018943437232291897) 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](https://x.com/alojoh/status/2018943439778267243) 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](https://x.com/alojoh/status/2019006137022972310) 2026-02-04T11:12Z 56.7K followers, 16.8K 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](https://x.com/alojoh/status/2019071882864062835) 2026-02-04T15:33Z 56.7K followers, 108.5K 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](https://x.com/alojoh/status/2019121373613027595) 2026-02-04T18:50Z 56.7K followers, [----] 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](https://x.com/alojoh/status/2019429818408775752) 2026-02-05T15:16Z 56.7K followers, 27.1K 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](https://x.com/alojoh/status/2019516024295448989) 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](https://x.com/alojoh/status/2019706925005369681) 2026-02-06T09:37Z 56.7K followers, 18.3K engagements "Nvidia up over 7% 🔥🔥🔥" [X Link](https://x.com/alojoh/status/2019827394035741118) 2026-02-06T17:35Z 56.7K 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 m*r*s. 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](https://x.com/alojoh/status/2020097837053153553) 2026-02-07T11:30Z 56.7K followers, [----] engagements "It's crucial for SpaceX to IPO in 2026" [X Link](https://x.com/alojoh/status/2020870297155412188) 2026-02-09T14:39Z 56.7K followers, 13.1K 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](https://x.com/alojoh/status/2021094271944712474) 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](https://x.com/alojoh/status/2021099889304785179) 2026-02-10T05:52Z 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](https://x.com/alojoh/status/2021187478338568518) 2026-02-10T11:40Z 56.7K followers, [----] engagements "@himanshustwts .@grok state when each of the cofounders who left left xAI" [X Link](https://x.com/alojoh/status/2021222616371986586) 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](https://x.com/alojoh/status/2021225058916577774) 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](https://x.com/alojoh/status/2021234538903392494) 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](https://x.com/alojoh/status/2021280029657694562) 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](https://x.com/alojoh/status/2021471587975794774) 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](https://x.com/alojoh/status/2021484763601580267) 2026-02-11T07:21Z 56.7K followers, 15.9K 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](https://x.com/alojoh/status/2021513167621476581) 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](https://x.com/alojoh/status/2021545326814146766) 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](https://x.com/alojoh/status/2021547877865050267) 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](https://x.com/alojoh/status/2021550425275801846) 2026-02-11T11:42Z 56.7K followers, [----] engagements "@grok @BizRescueNL My point" [X Link](https://x.com/alojoh/status/2021551155478941779) 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](https://x.com/alojoh/status/2021620216267174074) 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](https://x.com/alojoh/status/2021641138743246870) 2026-02-11T17:43Z 56.7K followers, [----] engagements "@CNBC At this point he might be a subscriber" [X Link](https://x.com/alojoh/status/2021684803322392760) 2026-02-11T20:36Z 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](https://x.com/alojoh/status/2021995842715164682) 2026-02-12T17:12Z 56.7K followers, [----] engagements "🔥Breaking: BYD has lost a total of $10.3 billion year-to-date according to filings released today. The company reported negative cash flow of $3.5 billion in Q3 bringing its total [----] cash burn over the first nine months to $10.3 billion. Excluding supplier financing my research shows that BYD has never generated excess capital on a cumulative basis in other words the company remains lifetime cash flow negative" [X Link](https://x.com/alojoh/status/1983939382156443991) 2025-10-30T16:49Z 56.7K followers, 808.4K 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](https://x.com/alojoh/status/2021864789811552542) 2026-02-12T08:31Z 56.7K followers, [----] engagements "@grok @BarackObama How high was the budget deficit on average per year under Obama" [X Link](https://x.com/alojoh/status/2022167403246104940) 2026-02-13T04:34Z 56.7K followers, [---] engagements "@p_lamb55 @WSJ Same company btw" [X Link](https://x.com/alojoh/status/2022207250476282082) 2026-02-13T07:12Z 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](https://x.com/alojoh/status/2022222643995300253) 2026-02-13T08:13Z 56.7K followers, [---] engagements "In this new COMPUTEX [----] 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](https://x.com/alojoh/status/1924338405535514753) 2025-05-19T05:36Z 56.7K followers, 19.8M engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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 #1951 automotive brands #831 stocks #1744 technology brands 16.67% celebrities #5534 countries 5.81% travel destinations 1.16% nfts 0.78% social networks 0.78% cryptocurrencies 0.78%
Social topic influence tesla #86, flow #248, cash flow #13, rivian #8, the most #2458, elon musk #247, ipo #33, in the 4.26%, spacex #123, ai 3.49%
Top accounts mentioned or mentioned by @grok @elonmusk @tesla @wsj @palmerluckey @gohansaru1 @signalscale @jason @collision @dwarkeshsp @rohanpaulai @altcap @rjscaringe @csanyi_andras @johnplynch0316 @davidsacks @backonyourheads @minaxtesla @rivian @barackobama
Top assets mentioned Tesla, Inc. (TSLA) The Humanoids (thehumanoids) General Motors Company (GM) Uber Technologies, Inc. (UBER) Alphabet Inc Class A (GOOGL) Goldman Sachs (GS)
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, 249.1K engagements
"Yes bc the direct employment is just the tip of the iceberg. Most automakers procure MOST parts from suppliers. The automakers' supplier base represents the majority of the employment. A significant share of the supplier base (Borsch Continental Infineon ZF Magna etc) all are close or collocated with automakers"
X Link 2024-09-04T07:13Z 56.6K followers, [---] 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 [--] months and the fiscal year ends in September. The latest available data is as of April. The already accrued deficit amounts to over $1 trillion: $1049 billion. You can see in the chart how net interest expense has become the #2 largest spending category at $579"
X Link 2025-06-06T17:51Z 56.6K followers, 22.9M 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
"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
"Rivian's share price dropped 30% in [--] weeks. We correctly predicted that it was just a bubble and was about to burst. Follow or subscribe to get access to the most alpha investment research on X"
X Link 2026-01-26T21:40Z 56.5K followers, 17.8K engagements
"🔥Breaking: GM is up 5% after announcing another $6.0B share buyback. We predicted this move several months ago. 🎯"
X Link 2026-01-27T11:39Z 56.6K followers, 14.7K engagements
"GM missed [----] guidance by 66% General Motors' guidance track record is hilarious. GM's miss is even higher if you took the prior full year [----] guidance of $7.7 to $9.5 billion. The reason why the stock is up is that nobody cares about accounting earnings. GM took large write-offs and announced a share buy back. Important to understand the difference between accounting profit and cash. The latter matters. That's also often confused in the AI hardware discussion. I noticed that even seasoned investors often confuse the two in discussions about AI hardware and RoI."
X Link 2026-01-27T12:24Z 56.6K followers, [----] engagements
"GM's earnings development 2022: $9.9B (Covid inventory depletion boost earnings) 2023: $10.1B (Covid windfall era ends) 2024: $6.0B (China writedown starts) 2025: $2.7B (EV and more China writedowns)"
X Link 2026-01-27T12:32Z 56.6K followers, [----] 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
"Breaking: ASML the world's leading maker of chip making equipment is guiding for 11% year-over-year revenue growth. In [----] ASML delivered exactly at midpoint of guided range. Should this pattern repeat in [----] ASML would deliver at [----] billion implying 11% year-over-year revenue growth from [----] billion in [----]. https://twitter.com/i/web/status/2016418525104005458 https://twitter.com/i/web/status/2016418525104005458"
X Link 2026-01-28T07:50Z 56.6K followers, [----] engagements
"Wow that tan is working overtime VW Group's CEO clearly putting in the serious hours I am sure VW workers will be thrilled watching their boss stroll in looking like he just wrapped a two-week Maldives photoshoot. @VWGroup"
X Link 2026-01-28T09:30Z 56.6K followers, [----] engagements
"BYD is pushing harder into ADAS.🔥 They offer three tiers Entry-level (camera + radar only): Handles highway driving assistance including adaptive cruise control automatic lane keeping automatic lane changes and navigation on highways; supports remote / automated parking with claimed [--] cm precision; detects objects up to [---] m ahead via front cameras; provides emergency automatic braking for vehicles pedestrians and obstacles (including in low-visibility conditions like tunnels); can be upgraded via software updates to include city-street navigation features. Mid-tier (adds one LiDAR):"
X Link 2026-01-28T12:32Z 56.5K followers, 18.9K engagements
"Reminder: I bet this will line up with Cybercab launch 🔥SpaceX IPO on June [--] [----] according to Ron Barron. 🔥SpaceX IPO on June [--] [----] according to Ron Barron"
X Link 2026-01-28T16:50Z 56.5K followers, 22.9K 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
"@MillerTal Completely different risk profile"
X Link 2026-01-28T19:19Z 56.6K followers, [----] engagements
"The comp package becomes only relevant if Tesla becomes the leading humanoids play and dominates the market. If it doesn't the comp package is irrelevant anyways. Why Elon wanted the comp or ownership increase to make sure he can control the army of bots. This only matters if Tesla is the primary bots company. If Tesla does not become the dominant bots player why would control over the Tesla bots army - one of many - matter"
X Link 2026-01-28T19:47Z 56.5K followers, [----] engagements
"🔥NEWS: Tesla beat Q4 estimates by 14% Estimate: $0.44 Reported: $0.50 https://twitter.com/i/web/status/2016621260575559749 https://twitter.com/i/web/status/2016621260575559749"
X Link 2026-01-28T21:15Z 56.6K followers, 16K engagements
"🔥Tesla generated $1.4 billion in free cash flow after investing $2.4 billion"
X Link 2026-01-28T21:17Z 56.6K followers, 35.1K engagements
"News: Toyota never sold more cars Toyota reported [------] million vehicle sales. That's a new all-time high. Toyota sold [------] EVs in [----]. That's about 1/8th of Tesla. That's up 42% compared to 2024's [------]. https://twitter.com/i/web/status/2016920270901014809 https://twitter.com/i/web/status/2016920270901014809"
X Link 2026-01-29T17:03Z 56.6K followers, [----] engagements
"@elonmusk Wow was worried for a bit you muted me 😂"
X Link 2026-01-29T18:20Z 56.6K followers, 20.7K 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
"🔥Tesla SpaceX and xAI would make sense: the primary argument would be that it would prevent forcing shareholders to pick one Elon-stock over another. Also Elon could build an incredible equity story for ONE stock and wouldnt have to explain why to invest in Tesla over SpaceX over xAI and vice versa. https://twitter.com/i/web/status/2017078955363180939 https://twitter.com/i/web/status/2017078955363180939"
X Link 2026-01-30T03:34Z 56.6K followers, 19K engagements
"I think this Cybercab charging port is just for emergency use for where there is no inductive charging is available"
X Link 2026-01-30T06:26Z 56.5K followers, 33.4K 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
"That means Goldman will be on the SpaceX IPO😂 @elonmusk has started following @DavidSolomon https://t.co/e5oAG05JO9 @elonmusk has started following @DavidSolomon https://t.co/e5oAG05JO9"
X Link 2026-01-30T16:29Z 56.6K followers, 33K 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
"We all know it's true @DavidSacks @Jason @theallinpod"
X Link 2026-02-02T07:27Z 56.5K followers, 47.9K 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
"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
"The trailing 12-months continues to increase. However if EV business weakness continues even this trend may soon reverse. BYD faces enormous competition from CATL in China. CATL's advantage is that CATL does not directly compete with major auto customers unlike BYD. For this reason BYD frequently told investors their intention to IPO BYD's battery business. However doing so would reveal BYD's extremely low margin EV business which BYD bundled a few years ago with all other automotive and battery businesses. https://twitter.com/i/web/status/2018300351439311196"
X Link 2026-02-02T12:27Z 56.5K followers, [----] 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
"🔥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
"This picture of Joe Rogan @joerogan was taken the moment he realised that half the guests on his Podcast where on Epstein's island even world-renowned physicist Stephen Hawking and researchers like Peter Attia"
X Link 2026-02-02T17:18Z 56.6K followers, [----] engagements
"Wow China too was infected with the bureaucracy virus"
X Link 2026-02-02T18:39Z 56.7K followers, 15.6K engagements
"NVIDIA makes the best AI chips in the world We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from"
X Link 2026-02-03T05:03Z 56.6K followers, 11.4K 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
"@Backonyourheads Thats the trick they dont have to. Youll see. If T buys SXAI there wont be new milestones"
X Link 2026-02-03T05:45Z 56.6K followers, [----] engagements
"@Tr00peRR Not a single time in my live did a witness a mother act like this in front of her child. At the same time I never lived in this kind of neighbourhood"
X Link 2026-02-03T05:48Z 56.5K followers, [----] 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
"Sunday we correctly predicted Palantir as "top buy". The week prior we recommend "Meta as top buy". Both soared over 10% few days later. Best subscription for investor on X. As always we can provide - unlike others - full receipts/backups and rationale. There is no guessing involved in what we do. In fact we try to eliminate guessing as much as possible via quantitative methods. https://x.com/alojoh/status/2014972138977886541 https://x.com/alojoh/status/2014972138977886541"
X Link 2026-02-03T07:15Z 56.6K followers, 11.1K engagements
"Nobody is paying $1T for SpaceX today. SpaceX's value is all about the future upside. For this reason the metrics/milestone adjustments on today's or even next year's metric are comletely silly. Tip: anyone who argues that way reveals a complete lack of strategic thinking helping you to separate the noise from the signal. https://twitter.com/i/web/status/2018617045902835898 https://twitter.com/i/web/status/2018617045902835898"
X Link 2026-02-03T09:26Z 56.5K followers, 13.6K engagements
"@GBNEWS I lived in France for a while. The writing was on the wall for a long time. Cant recommend anyone moves there. Paris is totally overrated. 95% is awful now. Its sad. It really is"
X Link 2026-02-03T09:33Z 56.5K followers, 19.3K 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 56.5K followers, 16K engagements
"The primary mistake people make it appears they assume Nvidia in someways as a rather static target while in reality Nvidia dictates the pace of the industry. Elon putting a 9-months development cycle out is no accident. He knows this is the only way to have a chance to make something which can at least on cost but no in terms of raw universal performance compete with Nvidia. The second mistake people make they perceive as equivalent a chip A in area X with chp B which delivers X and Y. They assume if B is only 0.9X it's worth than chipa A at 1.0X. They forget that B can also deliver Y."
X Link 2026-02-03T09:55Z 56.5K followers, [----] engagements
"@HenrockHenry Nope he doesnt. Thats the brilliant move in all of this. T shareholders have to play along no matter what to avoid a catastrophic outflow"
X Link 2026-02-03T10:40Z 56.5K followers, [----] 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
"@ThibaudBast @Tesla @SpaceX @xai Thats why most of the big T accounts arent great fans of yours truly"
X Link 2026-02-03T14:12Z 56.5K followers, [----] engagements
"Wow BYD is flat/down over the last [--] years even though vehicle sales volume 9x'ed from 500K to over [---] million. This is a perfect example that shows you how irrelevant vehicle volume is if there is neither a story nor cash coming out of the business"
X Link 2026-02-03T19:10Z 56.6K followers, 12.8K engagements
"@business Thats in line with our intel"
X Link 2026-02-03T20:45Z 56.6K followers, [----] 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
"We get this question a lot. Rough guestimate right now from investor indications is it would collect over $800M day one. There are a few whales in the mix. Our subscribers span portfolios from anywhere $1000 to well over $100 million. There is also increasing demand for a "private" channel. https://twitter.com/i/web/status/2018946856571580689 https://twitter.com/i/web/status/2018946856571580689"
X Link 2026-02-04T07:16Z 56.5K followers, [---] engagements
"Better to trade the ebb and flow. Too much cope by lazy people. If one does the work it's not too hard to beat the market. Many employed pro investors simply don't do enough work (9-5 hours). They travel a lot and waste time in client meetings and other stuff (recruitment performance reviews other corporate shenanigans etc) that accrues zero value to research. Knowledge is not loss-less divisible. That's why most don't beat the index. https://twitter.com/i/web/status/2019009995744883000 https://twitter.com/i/web/status/2019009995744883000"
X Link 2026-02-04T11:27Z 56.6K followers, [---] 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
"@cnystrom That's what the extend chart looks like. The trillion dollar question is how the teal colored line moves from here"
X Link 2026-02-04T18:00Z 56.6K followers, [----] engagements
"@SuitSheep Use Tiktok"
X Link 2026-02-04T18:37Z 56.5K followers, [----] engagements
"@collision @dwarkesh_sp @elonmusk .@grok what is the fuel cost for a Starship launch. What is the implied fuel cost per ton of payload into orbit. Assume a geostationary orbit"
X Link 2026-02-04T18:58Z 56.6K 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
"@grok @collision @dwarkesh_sp @elonmusk Express cost increase in percentage and assume 50% larger payloads"
X Link 2026-02-04T19:08Z 56.5K followers, [---] engagements
"@bigthumbsupdude @collision @dwarkesh_sp @elonmusk @grok I am thinking big picture long term. You can have millions of these in LEO. Kessler syndrome"
X Link 2026-02-04T19:18Z 56.5K followers, [---] engagements
"the marginal buyers determines price 🎯 I am often bamboozled by realising this most basic of market concepts is so frequently missed not only in Bitcoin but also in equities and other assets. The price is exclusively that price at which the last buyer bought. Only the float🎯 determines price action. End of story. In other words its always the tip of the iceberg not the iceberg driving price. As long as this concept is not crystal clear one has no chance of beating the market outside of a lucky streak that wont last very long at all. https://twitter.com/i/web/status/2019254548628410715"
X Link 2026-02-05T03:39Z 56.6K 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
"This is a partially revealed graphical output from our sentiment analysis. It shows that both on longer term (left) and short term (right) sentiment the stock traded in a rather rare quantitative band. This left the stock little to no room to go higher. This meant that the risk profile was unattractive. While as investors we anchor our calls in deep fundamental analysis we rebase our assessment for each stock relative to the obserable sentiment. This enables us to predict with high accuracy whether a stock has room to go higher providing an extremely valuable signal to investor to time"
X Link 2026-02-05T04:34Z 56.6K followers, [----] 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
"@BestTrader01 Thanks. I am. I worked on dozens of M&A deals during my ibanking career"
X Link 2026-02-05T04:57Z 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
"The fighter pilot can see the vulnerable position and can see where best to strike unlike the soldier in the trenches that only looks at the enemy ahead and my feel like losing/winning while the opposite is happening. Eg during the U.S./Japan WW2 conflict a lot of Japanese soldiers thought they were winning the war near the end of the war. https://twitter.com/i/web/status/2019287709789852157 https://twitter.com/i/web/status/2019287709789852157"
X Link 2026-02-05T05:51Z 56.6K followers, [---] 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
"@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
"@DudeWhoInvests He is right. I talk to dozens of investors daily and a number of them doesnt have the mental fortitude making them very susceptible to FOMO and panic selling"
X Link 2026-02-05T15:30Z 56.6K followers, [----] engagements
"@alejandrobatiz Even if the stock doubles in the next 12-24 months some people would be better off without the constant drama"
X Link 2026-02-05T15:33Z 56.6K followers, [----] engagements
"@kylaschwaberow Told you"
X Link 2026-02-05T19:10Z 56.6K followers, [----] engagements
"@chrisbro07 @JcCarroll98 Not happy with SX threat. Not going to lie"
X Link 2026-02-05T21:13Z 56.6K followers, [---] 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
"@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
"@na_option You should subscribe to our research. Might be one of the best decisions you can make"
X Link 2026-02-06T14:32Z 56.6K followers, [----] engagements
"Congratulations to all who bought the silly dip yesterday"
X Link 2026-02-06T15:50Z 56.7K followers, 11.4K 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 56.6K 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
"@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
"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
"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
"@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
"Wow this account is crazy👇. It predicted in May [----] correctly that Rivian's gross profit would be "lower in each of the remaining quarters of 2025". That's exactly what happened. @grok please confirm whether this is true https://x.com/alojoh/status/1919875594008793474s=20 https://x.com/alojoh/status/1919875594008793474s=20"
X Link 2026-02-13T08:01Z 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
"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
"🔥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, 18.5K engagements
"Wow Volkswagen really built a remarkable mass-market engine. Im not a fan of ICE vehicles but I can still appreciate the extraordinary level of engineering sophistication in modern internal combustion engines. Engine: 2.0L EA888 evo5 turbocharged inline-4 (TSI) Output: [---] hp @ [----] rpm Torque: [---] lb-ft (19005400 rpm) Power Increase vs. Base: +67 hp Torque Increase vs. Base: +51 lb-ft (from [---] lb-ft) Turbo System: Larger turbocharger higher boost pressure Compression Ratio: 10.5:1 (lowered for performance) Internal Upgrades: Stronger pistons & rods nitrided crankshaft Thermal Management:"
X Link 2026-02-13T07:21Z 56.7K followers, [----] 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'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
"🚀 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, 13.5K engagements
"Rivian's [----] shareholders' net income was negative $3646 million"
X Link 2026-02-13T16:00Z 56.7K followers, [----] engagements
"Can anyone guess the main difference between Tesla and Rivian Anyone I'll give you a hint: one of the two never figured out how to make money off EVs. @Tesla @Rivian @elonmusk @RJScaringe"
X Link 2026-02-13T17:46Z 56.7K followers, 13.1K engagements
"Lyft's share price drops 17% after reporting an operating loss of $188 million. In Q3 [----] Lyft reported operating profit of $23 million. https://twitter.com/i/web/status/2021496196993364192 https://twitter.com/i/web/status/2021496196993364192"
X Link 2026-02-11T08:07Z 56.7K followers, 13.1K 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, 13.8K engagements
"Rivian's accumulated losses have grown to $27 billion. https://twitter.com/i/web/status/2022341484846961043 https://twitter.com/i/web/status/2022341484846961043"
X Link 2026-02-13T16:05Z 56.7K followers, [----] 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, 18.5K 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
"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
"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
"@grok How would you rate this prediction made in May 2025"
X Link 2026-02-13T08:04Z 56.7K followers, [---] engagements
"I asked Grok to verify this trade. Grok thinks "timing was excellent" and "they nailed the exit" and the service "looks credible". As always got the receipts to prove it. I'd like to remind everyone that this call also took a few weeks / months to play out. There are a number of other calls we have ongoing. They too will play out. https://x.com/alojoh/status/2022392307949916181s=20 https://x.com/alojoh/status/2022392307949916181s=20"
X Link 2026-02-13T19:39Z 56.7K followers, [----] engagements
"@letsripitup @TSLAgang No but a merger imo can only happen fast enough with significant WH support"
X Link 2026-02-13T20:25Z 56.7K followers, [---] engagements
"Goldman sent this to the global alumni network. Can you spot how Kathryn who is resigning from Goldman thanks to her friendship with Epstein got her job at Goldman Anyone"
X Link 2026-02-13T16:44Z 56.7K followers, [----] engagements
"Rivian lost $9030 per vehicle sold in Q4 [----]. Rivian's auto gross margin excluding regulatory credits was negative 10.9% in Q4 [----]. The average Rivian sold for $83120 and cost $92150 to make. This means that Rivian lost $9030 per vehicle in Q4 [----]. Q4 2025: Vehicle sold: [----] Automotive revenue ex credits: $810 million Automotive cost of revenue: $898 million. https://twitter.com/i/web/status/2022355043219902932 https://twitter.com/i/web/status/2022355043219902932"
X Link 2026-02-13T16:59Z 56.7K followers, 24.2K 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
"Hi polyglot speaking here: best way to study any language is A) 'situational' learning. The way I would explain it is that the brain connects vocabulary with situations. For example if you always study words at your desk your brain connects the words with that situation (at your desk in your room calm environmet - highly artifical situation relative to language) and hence won't be able to retrieve them in the real world situation at least not fast enough. Learn words in applicable situation. When you mix up words use nmemonics. B) Second always learn new words in set phrases and ideally in"
X Link 2025-09-01T07:15Z 56.7K followers, 3.2M 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, 11.8K 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
"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
"@grok @BarackObama Express the deficit as a percentage of all the receipts per year"
X Link 2026-02-13T04:36Z 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
"🔥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
"@elonmusk @pmddomingos And it ended up with Faraday Future What a waste A broke EV company"
X Link 2026-01-30T09:18Z 56.7K followers, [----] engagements
".@grok who are the early Anduril investors"
X Link 2026-02-02T14:06Z 56.7K followers, 14.3K 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
"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
"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
"🔥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
"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
"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
"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
"Nvidia up over 7% 🔥🔥🔥"
X Link 2026-02-06T17:35Z 56.7K 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
"It's crucial for SpaceX to IPO in 2026"
X Link 2026-02-09T14:39Z 56.7K followers, 13.1K 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
"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
"@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
"@CNBC At this point he might be a subscriber"
X Link 2026-02-11T20:36Z 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
"🔥Breaking: BYD has lost a total of $10.3 billion year-to-date according to filings released today. The company reported negative cash flow of $3.5 billion in Q3 bringing its total [----] cash burn over the first nine months to $10.3 billion. Excluding supplier financing my research shows that BYD has never generated excess capital on a cumulative basis in other words the company remains lifetime cash flow negative"
X Link 2025-10-30T16:49Z 56.7K followers, 808.4K 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
"@grok @BarackObama How high was the budget deficit on average per year under Obama"
X Link 2026-02-13T04:34Z 56.7K followers, [---] engagements
"@p_lamb55 @WSJ Same company btw"
X Link 2026-02-13T07:12Z 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
"In this new COMPUTEX [----] keynote Nvidia's CEO makes an important argument for why humanoid robots are likely the only universal type of robot that will work: "the reason for that is because technology needs scale. Most of the robotic systems we've had so far are too low volume and those low volume systems will never achieve the technology scale to get the flywheel going far enough fast enough so that we are willing to dedictate enough technology into it to make it better""
X Link 2025-05-19T05:36Z 56.7K followers, 19.8M engagements
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