[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @alojoh AJ Tesla has achieved significant success, including outselling Mercedes Benz and BMW in China, with over XXXXXXX vehicles sold in Q3 2025. The company has also made advancements in its Full Self-Driving (FSD) technology, including the ability to understand human stop signs and reverse out of tricky situations. Additionally, Tesla has launched new models, including the Model X and Model Y, with competitive pricing. ### Engagements: XXXXXXX [#](/creator/twitter::2897852237/interactions)  - X Week XXXXXXXXX +74% - X Month XXXXXXXXXX +379% - X Months XXXXXXXXXX +15% - X Year XXXXXXXXXXX +164% ### Mentions: XXX [#](/creator/twitter::2897852237/posts_active)  - X Week XXX +4.30% - X Month XXX +127% - X Months XXXXX -XX% - X Year XXXXX -XX% ### Followers: XXXXXX [#](/creator/twitter::2897852237/followers)  - X Week XXXXXX +0.88% - X Month XXXXXX +5.70% - X Months XXXXXX +36% - X Year XXXXXX +91% ### CreatorRank: XXXXXX [#](/creator/twitter::2897852237/influencer_rank)  ### Social Influence [#](/creator/twitter::2897852237/influence) --- **Social category influence** [automotive brands](/list/automotive-brands) #847 [finance](/list/finance) #1125 [stocks](/list/stocks) #1887 [countries](/list/countries) XXXX% [celebrities](/list/celebrities) #3975 [technology brands](/list/technology-brands) XXXX% [formula 1](/list/formula-1) #4567 [social networks](/list/social-networks) XXXX% [luxury brands](/list/luxury-brands) XXXX% [nfts](/list/nfts) XXXX% **Social topic influence** [tesla](/topic/tesla) #81, [general motors](/topic/general-motors) #26, [elon musk](/topic/elon-musk) #113, [nio](/topic/nio) #374, [china](/topic/china) #3971, [cash flow](/topic/cash-flow) #7, [rivian](/topic/rivian) #1, [byd](/topic/byd) #306, [tariffs](/topic/tariffs) #459, [ford](/topic/ford) #246 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@elonmusk](/creator/undefined) [@tesla](/creator/undefined) [@nioswitzerland](/creator/undefined) [@gavinnewsom](/creator/undefined) [@gm](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@mercedesbenz](/creator/undefined) [@barackobama](/creator/undefined) [@teslaxsweden](/creator/undefined) [@hematophagian](/creator/undefined) [@tomlbutler](/creator/undefined) [@argueswithyou](/creator/undefined) [@webmasterdave](/creator/undefined) [@chamath](/creator/undefined) [@blood_angel_133](/creator/undefined) [@vonderleyen](/creator/undefined) [@billackman](/creator/undefined) [@jimfarley98](/creator/undefined) [@ford](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [General Motors Company (GM)](/topic/general-motors) [Uber Technologies, Inc. (UBER)](/topic/$uber) [The Humanoids (thehumanoids)](/topic/the-humanoids) ### Top Social Posts [#](/creator/twitter::2897852237/posts) --- Top posts by engagements in the last XX hours "Wow @vonderleyen paid Russia over $XXX billion since the war in Ukraine started and after the just announced sanctions package will continue paying Russia @realDonaldTrump @ZelenskyyUa" [X Link](https://x.com/alojoh/status/1981320652263920082) [@alojoh](/creator/x/alojoh) 2025-10-23T11:23Z 50.7K followers, 17.7K engagements "This is a deep dive into Amazon @amazon shared with investors around the time when @BillAckman bought 5.8M more shares. At time of posting Amazon traded at $XXX WS analysts' consensus price target was $XXX and everyone had a buy or strong buy rating. Amazon currently trades at $XXX or X% down since my post. This is a hardcore deep dive for serious investors. It's X hr XX minutes long" [X Link](https://x.com/alojoh/status/1978130457951653927) [@alojoh](/creator/x/alojoh) 2025-10-14T16:07Z 50.7K followers, 105.4K engagements "Deflation in China leads to cheaper exports and lower import prices in the U.S. reducing overall goods inflation; this is exacerbated if the yuan depreciates weakening U.S. producers' pricing power in competitive sectors" [X Link](https://x.com/alojoh/status/1981382272495300800) [@alojoh](/creator/x/alojoh) 2025-10-23T15:28Z 50.7K followers, XXX engagements "Should you vote FOR Tesla's xAI investment @Tesla @xai My view is you should vote "FOR" and here is why: X. Sure at this stage the xAI investment comes at a huge valuation and therefore Tesla's resulting stake would be rather small even if $5-10B was invested. X. However the xAI investment adds to Tesla's AI investment story and likely is more than X% accretive to Tesla's AI investment story. X. Since Tesla trades at well over $1T MCap which is mostly based on Tesla's AI future an X% accretion to this AI investment story would likely more than make up for the loss in balance sheet cash. 4." [X Link](https://x.com/alojoh/status/1971116713102950856) [@alojoh](/creator/x/alojoh) 2025-09-25T07:37Z 50.5K followers, 21.6K engagements "News: NIO missed midpoint of Q3 2025 guidance range by XXX% and grows at less than half the rate of Xpeng and Leapmotor. Amongst peers (see attached) NIO reported the largest guidance miss and the slowest year-over-year growth rate (except Li Auto). Year-over-year growth: X. Xpeng: +149% X. Leapmotor: +102% X. NIO: +41% NIO's guidance miss is in line with NIO management's pattern of overpromising: in X out of the last XX quarters NIO management missed the midpoint of guidance. Note: NIO missed by more than competitors even though NIO's guidance was given only XX days before end of quarter" [X Link](https://x.com/alojoh/status/1973299542947754270) [@alojoh](/creator/x/alojoh) 2025-10-01T08:10Z 50.5K followers, 21.1K engagements "5) NIO also compares negatively relative to production cost: Li Auto: similar production cost but significantly higher ASP (see prior slide). Xpeng: significantly higher gross margin on both lower ASP and significantly lower production cost. Leapmotor: similar but even lower ASP and even lower production cost" [X Link](https://x.com/alojoh/status/1973670916916756859) [@alojoh](/creator/x/alojoh) 2025-10-02T08:46Z 50.5K followers, XXX engagements "Let's cut to the chase: 1) RJ was able to piggyback on Tesla's exceptional success by presenting himself as the next Elon and Rivian as the next Tesla enabling him to raise a record amount of capital. Without Tesla there would be no Rivian. Tesla provided the blueprint for pretty much everything material Rivian does. Even Rivian's famous EE architecture was partially copied from Tesla. 2) He and Rivian were neither and RJ isn't cut out to run Rivian as evidence by what little he delivered in the years post IPO. 3) RJ didn't understand the auto industry when he started out. He learned the hard" [X Link](https://x.com/alojoh/status/1974194992953323559) [@alojoh](/creator/x/alojoh) 2025-10-03T19:28Z 50.5K followers, XXX engagements "Eos Energy is up XXX% YTD. Report coming. Stay tuned" [X Link](https://x.com/alojoh/status/1975237710957736169) [@alojoh](/creator/x/alojoh) 2025-10-06T16:32Z 50.6K followers, 24.7K engagements "You have to look at this from a strategic perspective and pull your head out of a few quarters' perspective. The key customers all fight for defending multi trillion dollar MCaps. Spending $100B or $200B too much on infrastructure is a small price to pay given what's at stake. They all have understood that. None of them will relent unless they have to. I know their financials/balance sheet better than most people commenting on these things and they are rock solid since they have highly cash generative businesses. The rest is short term noise and ignores that these $10B projects cannot be" [X Link](https://x.com/alojoh/status/1976305046749901130) [@alojoh](/creator/x/alojoh) 2025-10-09T15:13Z 50.5K followers, XXX engagements "News: Chinese Geely-owned pure EV brand Polestar saw vehicle sales increase XX% year-over-year driven partly by the low-volume early ramp of the Polestar X in Q3 2024 but declined XX% sequentially from Q2 2025. @PolestarCars @GeelyGroup" [X Link](https://x.com/alojoh/status/1976557917647335674) [@alojoh](/creator/x/alojoh) 2025-10-10T07:58Z 50.6K followers, 6111 engagements "NIO stock holding up well" [X Link](https://x.com/alojoh/status/1976709045185921495) [@alojoh](/creator/x/alojoh) 2025-10-10T17:58Z 50.5K followers, 9677 engagements "BYD eating Tesla's lunch Fact 1: BYD flatlined Fact 2: Profitability is ultra low Fact 3: BYD gets massive state support (subsidies not related to emissions targets) Fact 4: BYD is cash flow negative Fact 5: BYD is cash flow negative despite not paying suppliers (very high DPO)" [X Link](https://x.com/alojoh/status/1977950228163469709) [@alojoh](/creator/x/alojoh) 2025-10-14T04:10Z 50.6K followers, 5395 engagements "Mercedes launched in September pre-sale of the new CLA EV but search interest suggests it will flop: currently it ranks only number XXX most searched vehicle. This is a graveyard ranking. @MercedesBenz Mercedes-Benz's all-new all-electric CLA was developed for the Chinese market with long-wheelbase. The electric sedan will be available in two variants: the all-electric CLA XXX L Ultra-Long Range Edition priced at 259000 yuan (36000 USD) and the all-electric CLA XXX L Ultra-Long Range Intelligent Edition with a pre-sale price of 299000 yuan (41600 USD)" [X Link](https://x.com/alojoh/status/1978154075578421366) [@alojoh](/creator/x/alojoh) 2025-10-14T17:40Z 50.6K followers, 12.3K engagements "@BarackObama Grok thinks Prop XX reduces election fairness" [X Link](https://x.com/alojoh/status/1978158814235918401) [@alojoh](/creator/x/alojoh) 2025-10-14T17:59Z 50.6K followers, 82K engagements ".@UnitreeRobotics Could we please see an example of it doing some work with hands I am not sure how backflips help us create a world of abundance. I'd much prefer watching it do on voice command rather mundane things like cutting a cucumber and making a salad" [X Link](https://x.com/alojoh/status/1978163050449399857) [@alojoh](/creator/x/alojoh) 2025-10-14T18:16Z 50.5K followers, 18.7K engagements "This would allow GM to drive prices so low that suppliers would have to subsidize GM-business losses with profits generated from other customers like Tesla or Ford. This would raise prices for Tesla and Ford" [X Link](https://x.com/alojoh/status/1978360278891823339) [@alojoh](/creator/x/alojoh) 2025-10-15T07:20Z 50.5K followers, 16.2K engagements "Just hit 50000 followers 🥳 Huge thanks to all of youcouldnt have done it without 50000 of my closest internet strangers (and maybe a few suspiciously enthusiastic bots 🤖💬). Next goal: 51000 by the end of the decade. Always set a high bar for yourself" [X Link](https://x.com/alojoh/status/1978448518541906170) [@alojoh](/creator/x/alojoh) 2025-10-15T13:10Z 50.7K followers, 20.6K engagements "Making a point that everyone can agree on is known as the "appeal to common ground" or the "common ground technique." Skilled speakerslike Obama who is also a trained lawyerfrequently use this approach to disarm opposition and reduce defensiveness in their audience. Its a rhetorical strategy designed to establish credibility trust and goodwill before introducing more divisive or controversial ideas. This technique typically precedes the speaker's main point especially when that point may be contentious. By first anchoring the conversation in shared values or beliefs the speaker creates a safe" [X Link](https://x.com/alojoh/status/1978528492552913000) [@alojoh](/creator/x/alojoh) 2025-10-15T18:28Z 50.5K followers, 29K engagements "🚨This lawsuit is not from a random hedge fund. This lawsuit is from one of the most respected investors globally GIC would never accuse NIO of wrongdoing if they didn't have an abundance of evidence since doing so would enable NIO to counter sue and win hundreds of millions in damages" [X Link](https://x.com/alojoh/status/1978706838729163000) [@alojoh](/creator/x/alojoh) 2025-10-16T06:17Z 50.5K followers, 13.4K engagements "GIC alleges NIO to have misrecognized $XXX million in revenue from improperly accounting for the battery asset leasing affiliate. The complaint alleges that because of the upfront revenue recognition and nonconsolidation Nios revenue and profit figures were materially overstated. This GIC claims misled investors. Nio GIC claims "pulled forward" revenue by selling batteries to Mirattery (or the affiliated battery asset company) and recognizing the full revenue immediately (i.e. at the point of the sale) rather than recognizing it over time as customers pay subscription/rental fees" [X Link](https://x.com/alojoh/status/1978711743162458559) [@alojoh](/creator/x/alojoh) 2025-10-16T06:36Z 50.6K followers, 7593 engagements "News: BYD forced to recall over 100000 vehicles due to faulty motor controller and incorrectly installed battery seals. The recall concerns the Tang series and Yuan Pro vehicles both electric and hybrid version produced between 2015 and 2022. More specifically around 44500 units of the Tang series will be recalled because of a faulty drive motor controller. In some cases this can lead to circuit board corrosion and cause the car to lose electric power according to Chinas State Administration for Market Regulation. Around 71200 Yuan Pro cars will also be recalled due to incorrectly installed" [X Link](https://x.com/alojoh/status/1979162124682138012) [@alojoh](/creator/x/alojoh) 2025-10-17T12:26Z 50.6K followers, 12.6K engagements "News: Another recall hit Ford just one day after the last but this time 10x bigger. Ford recalls over 600000 vehicles over seatbelt issues (over 330000 vehicles) and camera display issues (over 290000 vehicles). The seatbelt recall affects Ford Mustang vehicles while the camera issue affects F-250 F-350 and F-450 super duty trucks according to NHTSA notices. This makes it recall XX this year alone. Reminder that this is not normal. For example Tesla issued only X recalls this year one of which was over-the-air fixable. @Ford" [X Link](https://x.com/alojoh/status/1979164814233460910) [@alojoh](/creator/x/alojoh) 2025-10-17T12:37Z 50.7K followers, 8710 engagements "Yes. A lot of these buyers just bought it to get free SM marketing out of it since they were business owners and Li Bin gave their businesses shout-outs. It was rather p* to watch. Imagine if Elon did a X min SM video with you if you bought a Model X If course EVERYONE would buy an X. of course bin li isn't elon but to a much smaller extent that pricinple applies" [X Link](https://x.com/alojoh/status/1979245350910091570) [@alojoh](/creator/x/alojoh) 2025-10-17T17:57Z 50.5K followers, XXX engagements "Reposting this since several investors reached out this week asking the same question: "what is your view on Tesla investing in xAi"" [X Link](https://x.com/alojoh/status/1979423799998062673) [@alojoh](/creator/x/alojoh) 2025-10-18T05:46Z 50.5K followers, 9409 engagements "If you want to do some investment research this weekend these are some of my latest research posts. X. Trade war selloff analysis: key lessons for investors with regard to the current US/China trade tensions: X. How TSLA trends around deliveries/earnings and management commentary impact. X. Potential short term trading opportunity X. Should you get out of the market X. Nvidia stock trading pattern analysis around keynotes (next key note October XX 2025)" [X Link](https://x.com/alojoh/status/1979489094636880026) [@alojoh](/creator/x/alojoh) 2025-10-18T10:05Z 50.5K followers, 8011 engagements "🎯In case it's not XXX% clear what Elon means: Some states have more non-citizens and since the census counts everyone not just citizens those states get more seats in Congress. But there are only so many seats to go around so other states lose seats. Elon is saying that the states losing seats are often Republican so it puts them at a disadvantage. Hence "negative number". In other words: it's "seats theft" from Republicans" [X Link](https://x.com/alojoh/status/1979509889262129344) [@alojoh](/creator/x/alojoh) 2025-10-18T11:28Z 50.5K followers, 69.5K engagements "Egg prices dropped to long term low Chain of events 1) avian flu outbreak caused culling of millions of hens. 2) Limited supply was the result. 3) Raising of new chickens takes time 4) New hens reaching peak production takes even longer (or eggs of sufficient quality). Hence this drop in egg prices was highly predictable and had absolutely nothing to do with monetary policy. It was simply a supply shock" [X Link](https://x.com/alojoh/status/1979733056526176414) [@alojoh](/creator/x/alojoh) 2025-10-19T02:15Z 50.5K followers, 8172 engagements "@elonmusk SpaceX Starship v16" [X Link](https://x.com/alojoh/status/1979804862427889937) [@alojoh](/creator/x/alojoh) 2025-10-19T07:00Z 50.5K followers, 8543 engagements "This is from a two years old McKinsey report. How accurate was McKinsey historically" [X Link](https://x.com/alojoh/status/1979809745989996920) [@alojoh](/creator/x/alojoh) 2025-10-19T07:20Z 50.6K followers, 15K engagements "Since founding in 1994 Amazon has returned $7.8B to shareholders. Today it's valued at $2.27T. In just the last X years TSMC has returned $55B to shareholdersover 7x more. Its current valuation $1.53T. Capital allocation strategies matter. #investing #TSMC #Amazon #stockmarket @amazon" [X Link](https://x.com/alojoh/status/1980158247781761508) [@alojoh](/creator/x/alojoh) 2025-10-20T06:24Z 50.5K followers, 9993 engagements "News: NIO's CEO warns of "potential industry-wide demand weakness" in the first quarter of next year. Here is why: 1) Chinese market experiences every year in Q1 a major sequential decrease due to the combined effects of winter and Lunar New Year holidays. 2) However in Q1 2026 the second effect which will weigh on car sales is a tax change which causes currently a demand pullforward. For this reason a major sequential market decrease in Q1 is highly likely. This is also why current sales rate are likely somewhat inflated since Chinese consumers will be rushing to secure the tax benefit in Q4" [X Link](https://x.com/alojoh/status/1980284521938313361) [@alojoh](/creator/x/alojoh) 2025-10-20T14:46Z 50.6K followers, 10.8K engagements "News: Tesla is hiring for Cybercab mass production. About X months before the Cybertruck launch event Tesla did the same for Cybertruck. Based on this precedent Cybercab mass production could kick off in Q2 2026. However just like with Cybertruck several months prior we should see a lot of road testing of Cybercab. 🔥" [X Link](https://x.com/alojoh/status/1980287567250502034) [@alojoh](/creator/x/alojoh) 2025-10-20T14:58Z 50.5K followers, 32.4K engagements "Thats the reason why its impossible to defeat bots. Only if one shatters the economics of bots one can win. A tiny monthly fee can do the trick" [X Link](https://x.com/alojoh/status/1980290179257835755) [@alojoh](/creator/x/alojoh) 2025-10-20T15:09Z 50.5K followers, 10.2K engagements "News: NIO offers X% leasing rates in Germany for the brand new ES8 (which is sold as EL8 in Germany). This measure is used in the auto industry when demand is weak since it is very costly" [X Link](https://x.com/alojoh/status/1980482947754184899) [@alojoh](/creator/x/alojoh) 2025-10-21T03:55Z 50.6K followers, 4937 engagements "It's simple: AfD received completely one-sided media coverage. ALL mainstream media formed a coalition protecting the old guard. Media was exclusively focused on: 1) The worst elements of the AfD; 2) There was NO serious attempt to discuss the ideas or "Wahlprogramm" of the AfD. 3) Point 1) was exploited while ignoring the majority of the party which simply comprises conservatives who seek more common sense and and end to endless immigration shutting down of nuclear power plants (while neighbhors build them) end to other green and greenwashing policies while much larger nations keep" [X Link](https://x.com/alojoh/status/1980497674286551151) [@alojoh](/creator/x/alojoh) 2025-10-21T04:53Z 50.5K followers, XXX engagements "@tomlbutler @chamath @grok .@grok how did Chamath build most of his wealth Would it be fair to say that a big part was driven by him being lucky and becoming an early employee of Meta which became one of the faster growing companies in the history of humanity" [X Link](https://x.com/alojoh/status/1980576495652466894) [@alojoh](/creator/x/alojoh) 2025-10-21T10:06Z 50.5K followers, 2004 engagements "Wow Grok is going hard on Chamath linking much of his wealth to being a lucky early Facebook employee" [X Link](https://x.com/alojoh/status/1980577425634529547) [@alojoh](/creator/x/alojoh) 2025-10-21T10:10Z 50.6K followers, 18.8K engagements "@tomlbutler @chamath @grok Now subtract what was generated via overhyping SPACs (aka theft) Now adjust for outlier Facebook returns What is left I guess a fairly average investor Where am I wrong" [X Link](https://x.com/alojoh/status/1980577947162714165) [@alojoh](/creator/x/alojoh) 2025-10-21T10:12Z 50.7K followers, XXX engagements "According to Grok the profession of "Professional Protester" generates a decent income. Full-time activists for an NGO can make $40-80K yearly. Not bad given you need no qualification and all you do is standing around and shouting" [X Link](https://x.com/alojoh/status/1980595871038177487) [@alojoh](/creator/x/alojoh) 2025-10-21T11:23Z 50.5K followers, 9096 engagements "@grok @janrosenow @timforeuk How does this compare to electricity price increases in China India and the United States" [X Link](https://x.com/alojoh/status/1980602759985365050) [@alojoh](/creator/x/alojoh) 2025-10-21T11:51Z 50.5K followers, XXX engagements "@robotaxi @jermitron Uber will be decimated once Cybercab rolls out" [X Link](https://x.com/alojoh/status/1980689636742877553) [@alojoh](/creator/x/alojoh) 2025-10-21T17:36Z 50.6K followers, 5415 engagements "Just in: Volvo reported a negative free cash flow of $XXX million for the third quarter of 2025 bringing the year-to-date outflow to $XXXX billion. The companys earnings call is currently underway with the stock down more than X% in early trading. Volvo the Swedish automaker controlled by Chinas Geely currently carries a market capitalization of approximately $XXX billion. Despite a broad equity market rally this year Volvos share price has decreased over X% in 2025 significantly underperforming the wider market. Back in February I cautioned that Volvos finances appear nearly maxed out" [X Link](https://x.com/alojoh/status/1981244174746718584) [@alojoh](/creator/x/alojoh) 2025-10-23T06:19Z 50.5K followers, 1445 engagements "Breaking: NIO accused of inflating revenue. @NIOGlobal Singapore's sovereign weath fund (GIC an absolute heavy weight in the financial world) has sued Nio in a US court accusing the Chinese EV maker and CEO/founder William Li and former CFO Feng Wei violating securities laws by inflating revenues. Dear Reader please like/share since every time my account reports negatively on Chinese companies their proxies attac* my account with blocks/mutes to limit distribution" [X Link](https://x.com/alojoh/status/1978705844138107289) [@alojoh](/creator/x/alojoh) 2025-10-16T06:13Z 50.6K followers, 59.5K engagements "ISS has always tried to rock the Tesla boat and here is why anything other than a "FOR" vote makes no sense. In 2018: ISS was against Elon's comp package. In 2022: ISS was against re-election of board certain members. In 2023: ISS was against Chair reelection In 2024: ISS was against ratification of Elon's comp. Now in 2025: ISS is against Elon's new comp package. Since ISS issued their first 'against' in March 2018 TSLA is up 1982%. I think TSLA investors did quite well ignoring ISS. All an 'against' vote would cause is a selloff in TSLA since TSLA is obviously driven by investors' beliefs" [X Link](https://x.com/alojoh/status/1979418307166924887) [@alojoh](/creator/x/alojoh) 2025-10-18T05:24Z 50.7K followers, 79.4K engagements "VW Group's Oliver Blume gets a pay cut of 1M while the companies he was paid to lead lost XX% and XX% in market value during his tenure. Is this fair Blume until recently held famously the CEO role of both entities: VW Goup and VW Group's subsidiary Porsche. Blume became CEO of both on September X 2022. Since then VW Group's and Porsche's share price decreased by XX% and XX% respectively: VW Group share price: -XX% September X 2022: XXXXXX Last Friday's close: XXXXX Porsche's share price: -XX% Since IPO September XX 2022: XXXXX Last Friday's close: XXXXX In contrast for this 'performance'" [X Link](https://x.com/alojoh/status/1980174009221149067) [@alojoh](/creator/x/alojoh) 2025-10-20T07:27Z 50.7K followers, 12.1K engagements "Japan's complaint about Vietnam is disgusting 😡 Vietnam tries to tackle the enormous pollution problem which comes from highly polluting motorbikes. Japan is worried it could hurt Honda which dominates motorbike sales in Vietnam. Japan shows absolutely ZERO concern for the health of Vietnamese citizens. Honda by selling millions of motorbikes with small engines which obviously have no catalytic converter (CC) is arguable the largest polluter globally in individual transportation. A motorbike without CC can generate over 5-10x more pollutants than a X ton car with CC. Honda forecasts to sell" [X Link](https://x.com/alojoh/status/1980584481288298932) [@alojoh](/creator/x/alojoh) 2025-10-21T10:38Z 50.7K followers, 18.4K engagements "Uber: Tick tock tick tock 📉" [X Link](https://x.com/alojoh/status/1980690562933026972) [@alojoh](/creator/x/alojoh) 2025-10-21T17:40Z 50.7K followers, 70.7K engagements "Wow Grok calls Gavin Newsom an Opportunistic partisan demagogue. Accurate" [X Link](https://x.com/alojoh/status/1980849405403300054) [@alojoh](/creator/x/alojoh) 2025-10-22T04:11Z 50.7K followers, 8197 engagements "General Motors' operating income plunged XX% year-over-year in Q3 dropping from $XXXX billion last year to $XXXX billion this year. 😬" [X Link](https://x.com/alojoh/status/1980893072834850988) [@alojoh](/creator/x/alojoh) 2025-10-22T07:04Z 50.7K followers, 7097 engagements "Wow Swedens leniency for rape goes back to anonymous judges Sweden hands out very small punishment if the rape was short" [X Link](https://x.com/alojoh/status/1980942736476750021) [@alojoh](/creator/x/alojoh) 2025-10-22T10:22Z 50.7K followers, 9988 engagements "Tesla's R&D spent exceeds for the first time $XXX billion in a single quarter. Third quarter R&D spend came in at $1630 million after the prior all-time high of $1589 million in Q2 2025" [X Link](https://x.com/alojoh/status/1981091990264828033) [@alojoh](/creator/x/alojoh) 2025-10-22T20:15Z 50.7K followers, 5836 engagements "Tesla's EPS came in at $XXXX Wall Street expected $XXXX (error 12%) My estimate was $XXXX (error 8%) Tesla's restructuring charges of $XXX million explain XXX% of my estimation error. Adjusting my estimate for this charge (net of tax shield) would have lowered my EPS estimate from $XXXX to $0.50" [X Link](https://x.com/alojoh/status/1981101628154695852) [@alojoh](/creator/x/alojoh) 2025-10-22T20:53Z 50.7K followers, 15.7K engagements "🔥Breaking: Tesla's cumulative free cash flow has exceeded $XX billion for the first time. This means Tesla has generated nearly as much capital as Rivian has lost" [X Link](https://x.com/alojoh/status/1981107357452214342) [@alojoh](/creator/x/alojoh) 2025-10-22T21:16Z 50.7K followers, 260.6K engagements "@TeslaBoomerPapa @elonmusk I would make myself available if he asked. Probably also the only role for which I would emerge out of obscurity. I accept XXX% stock deferred" [X Link](https://x.com/alojoh/status/1981284038510846231) [@alojoh](/creator/x/alojoh) 2025-10-23T08:58Z 50.7K followers, XXX engagements "@grok @vonderleyen .@grok how much money has the EU transferred to Russia for oil and gas since the was in Ukraine started. Who was the most senior EU official during this time in the EU" [X Link](https://x.com/alojoh/status/1981319853215490320) [@alojoh](/creator/x/alojoh) 2025-10-23T11:20Z 50.6K followers, 1544 engagements "Here is why Tesla's Q3 EPS actually beat consensus estimates Tesla had about $XXX billion of one-off negatives in its Q3 earnings ALL OF WHICH Tesla didn't adjust for These include: 1) Restructuring charges: $238M 2) Legal charges: $151M 3) Very high effective tax rate (29% vs XX% last year): $137M 4) there is more but disclosure is too limited - hence not included Key point: Tesla does not take out restructuring charges from non-GAAP (adjusted) EPS unlike most companies For this reason adjusting Tesla's adjusted EPS which only adjustes for bitcoin and SBC Tesla's adjusted EPS would have been" [X Link](https://x.com/alojoh/status/1981409560578638202) [@alojoh](/creator/x/alojoh) 2025-10-23T17:17Z 50.7K followers, 28.4K engagements ".@grok which American billionaire was most likely to donate $XXX million to the current administration to cover military personnel expenses during the ongoing government shutdown Name the top XX most likely billionaires. Consider past philanthropic contribution patterns public statements vis a vis the military potential military career history both directly or through family and political affiliation" [X Link](https://x.com/alojoh/status/1981535908823179776) [@alojoh](/creator/x/alojoh) 2025-10-24T01:39Z 50.7K followers, 22K engagements "If youre a billionaire: you can ride your billion dollar super yacht all year long but thats real baller move 👇" [X Link](https://x.com/alojoh/status/1981540543923396683) [@alojoh](/creator/x/alojoh) 2025-10-24T01:57Z 50.7K followers, 18.3K engagements "This is a financial deep dive into TSMC the worlds leading chipmaker and primary supplier to Nvidia" [X Link](https://x.com/alojoh/status/1980565896461709569) [@alojoh](/creator/x/alojoh) 2025-10-21T09:24Z 50.7K followers, 13.1K engagements "Also lower Chinese production costs filter through as reduced input prices for U.S. firms while subdued demand depresses commodity prices" [X Link](https://x.com/alojoh/status/1981382274320072889) [@alojoh](/creator/x/alojoh) 2025-10-23T15:28Z 50.7K followers, XX engagements "Wow Tesla's EV business is 12x larger than Ford's. @elonmusk @jimfarley98 Ford reported $XXX billion in pure EV revenue. Tesla reported $XXXX billion in pure EV revenue" [X Link](https://x.com/alojoh/status/1981563819357773921) [@alojoh](/creator/x/alojoh) 2025-10-24T03:30Z 50.7K followers, 9306 engagements "I think Elon did a great job during yesterday's earnings call. I say this with the utmost respect for him (I know my cockroach place). Weakness in the stock wasn't his fault. Obviously a few traders tried to play but investors should not be distracted by this noise. They should view the numbers and what Elon said quite positively. I'll be sharing a financial deep dive in a few hours with all and you'll see for yourself" [X Link](https://x.com/alojoh/status/1981255197465706619) [@alojoh](/creator/x/alojoh) 2025-10-23T07:03Z 50.7K followers, 38.9K engagements "Jim Cramer gets it 👇 I'd like to highlight a few things. Tesla's updated mission statement under Elon: Tesla's new mission is to create "sustainable abudance". 🔥 I'd also like to remind everyone that the humanoids craze we are currently witnessing was ushered in by Elon. When Elon first presented the idea the 'smart' people thought it was silly. Fast forward a few eyars: hundreds of companies globally work feverishly on humanoids and thousands more in the supply chain. Industry titans like Jensen Huang think that humanoids are most likely "the only type of robot" which can work since it is" [X Link](https://x.com/alojoh/status/1981560331840143806) [@alojoh](/creator/x/alojoh) 2025-10-24T03:16Z 50.7K followers, 8590 engagements "Hi narco terrorists if your boss asks you to ship something to the U.S. you should do two things: 1) Buy life insurance; 2) Ask for a giant raise" [X Link](https://x.com/alojoh/status/1981642536017117214) [@alojoh](/creator/x/alojoh) 2025-10-24T08:42Z 50.7K followers, 12K engagements "@RealJimChanos Adding to Jeff: and how many Megapacks is Hyundai selling James products Tesla sells at XX% margin" [X Link](https://x.com/alojoh/status/1852330159757529502) [@alojoh](/creator/x/alojoh) 2024-11-01T12:41Z 50.6K followers, 3747 engagements "Remember January when all these super investors told you Nvidia would never recover from Deepseek: "Deepseek is a game changer" they told you. 🤦♂ You also remember those great investors telling you Nvidia revenue was fake and all Singapore bookings were hidden China sales Wrong. You remember those investors telling you that Nvidia's Coreweave investment was reason to sell Nvidia in the $110s Also wrong. Stop listening to Nvidia pump and dumpers and conflicted investors who just talk their book like Scamath @chamath" [X Link](https://x.com/alojoh/status/1937951716357341328) [@alojoh](/creator/x/alojoh) 2025-06-25T19:11Z 50.6K followers, 16.5K engagements "Another calm day in global automotive: "Nissan to close flagship plant Stellantis postpones Dodge Hornet production Volvo delays EX90 launch"" [X Link](https://x.com/alojoh/status/1945091049057079546) [@alojoh](/creator/x/alojoh) 2025-07-15T12:00Z 50.6K followers, 11.6K 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) [@alojoh](/creator/x/alojoh) 2025-09-01T07:15Z 50.6K followers, 3.1M engagements "News: Warren Buffett sold his remaining BYD shares. @BYDCompany What happened X. Despite selling over X million vehicles annually BYD is still cash flow negative as my research shared on X showed and forced the company to raise a record $XXX billion in equity capital in March. X. Historically reported positive free cash flow was achieved via hidden supplier financing: BYD kept increasing supplier payment terms (ie did not pay suppliers and avoided cash outflows) from XXX days (Q2'20) to XXX days (Q2'25). X. I estimate the capital gap amounts to approximately $XX billion (required amount to" [X Link](https://x.com/alojoh/status/1970019585198850414) [@alojoh](/creator/x/alojoh) 2025-09-22T06:57Z 50.7K followers, 237.4K engagements "I hope it goes to zero. @netflix" [X Link](https://x.com/alojoh/status/1974037946333315074) [@alojoh](/creator/x/alojoh) 2025-10-03T09:04Z 50.6K followers, 12.8K engagements "Who is next Car company CEO's gone Henrik Fisker (Fisker/bankrupt) Peter Rawlinson (Lucid) Carlos Tavares (Stellantis) Herbert Diess (VW Group) Makoto Uchida (Nissan) Jim Rowan (Volvo) Luca de Meo (Renault)" [X Link](https://x.com/alojoh/status/1975194746760122809) [@alojoh](/creator/x/alojoh) 2025-10-06T13:41Z 50.6K followers, 12.9K engagements "EOS Energy's share price soared XXX% over the last 12-months. Is it still a good buy or has this ship sailed The attached thread for investors tries to answer this question" [X Link](https://x.com/alojoh/status/1975558286285152720) [@alojoh](/creator/x/alojoh) 2025-10-07T13:46Z 50.6K followers, 26.4K engagements "In case you missed it here is a list of some of the research I shared with investors this week: X. Tesla deep dive financial outlook (50 pages) X. EOS Energy deep dive (36min video / XX pages) X. Tesla Q4 deliveries deep dive (45 markets covered) X. China EV Q4 market EV demand indicators (by main models) X. April 2025 market selloff study X. How TSLA trades around key events X. Trends in FED rate cut expectations Enjoy your weekend reading" [X Link](https://x.com/alojoh/status/1976906728605106570) [@alojoh](/creator/x/alojoh) 2025-10-11T07:04Z 50.6K followers, 17.2K engagements "News: Wall Street increases Tesla Q3 2025 earnings estimates by 8%. Consensus increased since deliveries from $XXXX to $XXXX currently. That's an increase of 8%" [X Link](https://x.com/alojoh/status/1977442772085817431) [@alojoh](/creator/x/alojoh) 2025-10-12T18:34Z 50.6K followers, 20K engagements "I analyzed Tesla's last XX quarters examining the impact of delivery announcements on share price the stock's performance between the delivery release and the day before earnings (the current period) and the effects of earnings reports. This analysis incorporates both quantitative and qualitative factors including management announcements. Here are my findings" [X Link](https://x.com/alojoh/status/1977653690983940411) [@alojoh](/creator/x/alojoh) 2025-10-13T08:32Z 50.6K followers, 12.8K engagements "News: Tesla Earnings Estimates Jump XX% In the last XX days (following Teslas Q3 delivery and deployment report) Wall Street consensus earnings estimates have climbed from $XXXX to $XXXX per share a XX% increase. Analyst sentiment is turning increasingly bullish. Today Evercore joined the wave of upgrades raising their price target from $XXX to $XXX. As expected called it (Receipts attached.)" [X Link](https://x.com/alojoh/status/1977743379271155939) [@alojoh](/creator/x/alojoh) 2025-10-13T14:29Z 50.6K followers, 26.6K engagements "This is wild: Since Lucid @LucidMotors launched in Germany just XX months ago (June 2023) it has sold only XX cars to private buyers. The rest All to businesses. That means a staggering XX% of Lucids German sales went to commercial buyers. No private demand. No buzz. Just fleet sales" [X Link](https://x.com/alojoh/status/1977752282025316584) [@alojoh](/creator/x/alojoh) 2025-10-13T15:04Z 50.6K followers, 23.5K engagements "Ouch Mercedes Ford Stellantis (Peugeot/Citroen) Renault and Nissan go on trial over emissions cheat claims. All five automakers deny the accusations. The main trial is due to conlcude in December but legal arguments will not be heard until March 2026" [X Link](https://x.com/alojoh/status/1977770419257037277) [@alojoh](/creator/x/alojoh) 2025-10-13T16:16Z 50.6K followers, 12K engagements "@SpaceX @Starlink I wonder when youll openly admit to compete with telcos" [X Link](https://x.com/alojoh/status/1977938340084060256) [@alojoh](/creator/x/alojoh) 2025-10-14T03:23Z 50.6K followers, 35.6K engagements "TOLD YOU SO ALERT Moodys just slapped Stellantis with a negative outlook translation: a credit downgrade is coming in the next XXX months. Back in 2023 I warned that Stellantis record-breaking free cash flow was a COVID mirage a one-time sugar high from offloading stale inventory during the supply crunch. I said: once supply chains normalize the cracks would show nobody wants these uncompetitive vehicles. That glut of inventory didnt magically disappear. It got masked by the chaos. Wall Street didnt listen. The stock kept ripping higher. Fast forward the bubble popped just like I predicted." [X Link](https://x.com/alojoh/status/1977993773243097598) [@alojoh](/creator/x/alojoh) 2025-10-14T07:03Z 50.6K followers, 14.3K engagements "BREAKING: General Motors issues profit warning - $XXX billion hit from EV overcapacity. @GM GM just filed a form 8-K informing that it "approved charges of $XXX billion in GM North America in the three months ended September XX 2025". GM expects it will be unable to sell its EVs after policy changes. This $XXX billion charge comes only XX months after GM recognized $X billion in charges in China. It is true what Biden said: "Mary you led and it matters." We are surprised to find out that he meant 'write-off'. GM shareholders and employees should be proud of their incredible leader @mtbarra" [X Link](https://x.com/alojoh/status/1978079909164573134) [@alojoh](/creator/x/alojoh) 2025-10-14T12:46Z 50.6K followers, 211.8K engagements "General Motors @GM booked $7170 million in write-offs and other restructuring charges in the last 12-months the company's SEC filings show. Here is a breakdown: $4010 million China JV restructuring $1600 million NA EV segment restructuring $XXX million Buick dealer restructuring $XXX million Cruise restructuring $XXX million "Other" restructuring $XX million GMI plant wind down Do you still wonder why GM's PE ratio is so low" [X Link](https://x.com/alojoh/status/1978293727417212964) [@alojoh](/creator/x/alojoh) 2025-10-15T02:55Z 50.6K followers, 8958 engagements "This is an in-depth financial analysis of General Motors (@GM). Ill be sharing an updated breakdown following GMs Q3 earnings release next week on October XX 2025. *** Total revenue decreased in Q2 2025 (1.8)% year-on-year to $XXXX billion. Trailing 12-months total revenue decreased (0.4)% to $XXXXX billion from $XXXXX billion at the end of the previous quarter" [X Link](https://x.com/alojoh/status/1978299448854823236) [@alojoh](/creator/x/alojoh) 2025-10-15T03:18Z 50.6K followers, 7868 engagements "Despite the Forecast's significant projected earnings growth GM currently trades X% above GM's last 12-months median PE ratio of 5x. Note: Market Data not Updated Market Data As Per Date Shared With Investors After GM's Q2 Earnings Release" [X Link](https://x.com/alojoh/status/1978299503141675498) [@alojoh](/creator/x/alojoh) 2025-10-15T03:18Z 50.6K followers, XXX engagements "In the last 12-months General Motors became increasingly expensive relative to its projected earnings outlook currently approaching the local November 2024 high the stock defended only briefly due to December 2024 FED selloff and the global tariffs. Note: Market Data not Updated Market Data As Per Date Shared With Investors After GM's Q2 Earnings Release" [X Link](https://x.com/alojoh/status/1978299506371236310) [@alojoh](/creator/x/alojoh) 2025-10-15T03:18Z 50.6K followers, XXX engagements "Shocking news: General Motors @GM pressures suppliers into legal dependency and wants to dictate prices. General Motors (GM) has added a "Program Extension Clause" to its supplier purchase orders giving the company the unilateral right to extend contracts indefinitely with six months' notice. This new clause also allows GM to unilaterally determine pricing for extended terms if the parties cannot agree. The change which applies to new and amended contracts from September XX 2025 has drawn criticism from suppliers concerned about the loss of traditional fixed-term contracts and the potential" [X Link](https://x.com/alojoh/status/1978359253124464942) [@alojoh](/creator/x/alojoh) 2025-10-15T07:16Z 50.6K followers, 32.4K engagements "Something strange is happening in Germanys EV market. @VWGroup @MercedesBenz @BMWGroup Official data shows that XX% of all new EVs in 2025 (to August) were registered by car companies themselves. Thats nearly double the rate for non-EVs where just X% were self-registered. And this isnt just business as usual. Last year only X% of EVs were self-registered (so broadly comparable with non-EVs) This years XX% share marks a XX% increase in the self-registration rate. Meanwhile non-EVs stayed flat: X% this year vs X% last yeara marginal change. Heres what that looks like in raw numbers: 45776 EVs" [X Link](https://x.com/alojoh/status/1978426262017151160) [@alojoh](/creator/x/alojoh) 2025-10-15T11:42Z 50.6K followers, 72.7K engagements "ASML the worlds leading manufacturer of semiconductor fabrication equipment said today they expect to grow in 2026 and expect a "very strong" Q4. ASML is upstream AI infrastructure and thus this is a positive for Nvidia/TSMC. "On the market side we have seen continued positive momentum around investments in AI and have also seen this extending to more customers both in leading-edge Logic and advanced DRAM. On the other hand we expect China customer demand and therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025. "" [X Link](https://x.com/alojoh/status/1978492086631518717) [@alojoh](/creator/x/alojoh) 2025-10-15T16:04Z 50.6K followers, 7524 engagements "@Asmongold @nyaraVT Asmongold 24k likes vs 5.9k likes. The majority has spoken and declared Asmongold as the winner over the vocal minority. Please note: a reply is disadvantaged vs a main post in terms of likes hence AG wins by over X to 1" [X Link](https://x.com/alojoh/status/1978725276579229705) [@alojoh](/creator/x/alojoh) 2025-10-16T07:30Z 50.6K followers, 42.8K engagements "Wow Vinfast the Vietnamese EV maker has $XXX billion in NEGATIVE equity on its balance sheet. The only other automaker globally with negative equity is NIO. Vinfast lost $XXX million in the second quarter alone. Vinfast's negative equity is driven by ongoing massive negative free cash flow causing the company to accumulate over $XX billion in losses" [X Link](https://x.com/alojoh/status/1978741901147640231) [@alojoh](/creator/x/alojoh) 2025-10-16T08:36Z 50.6K followers, 9387 engagements "Yes because you can't have cables sitting around at night. That's a big issue for EV adoption. Vinfast's car sales are almost entirely in Vietnam and require heavy government support. VFS' founder is well connected so he might get ongoing support for a little while longer but it's doomed" [X Link](https://x.com/alojoh/status/1978750436958994851) [@alojoh](/creator/x/alojoh) 2025-10-16T09:10Z 50.6K followers, XXX engagements "This is an in-depth analysis of Xiaomi one of China's most competitive EV manufacturers and a global leader in smartphones. At the time of this post Xiaomi is trading at HKD XXXXX. When I first published this analysis the stock was at HKD XXXXX following a XXX% surge over the past yearwith every major analyst rating it as a Buy or Hold. ⚠ This is a serious no-fluff deep dive for dedicated investors. Runtime: XX minutes" [X Link](https://x.com/alojoh/status/1978815341649162418) [@alojoh](/creator/x/alojoh) 2025-10-16T13:28Z 50.6K followers, 22.4K engagements "Barclays raised today its TSLA price target from $XXX to $350" [X Link](https://x.com/alojoh/status/1978885185815945272) [@alojoh](/creator/x/alojoh) 2025-10-16T18:06Z 50.6K followers, 8502 engagements "@GavinNewsom @realDonaldTrump .@grok how have house prices developed in California during Gavin Newsoms governorship" [X Link](https://x.com/alojoh/status/1979011617250562338) [@alojoh](/creator/x/alojoh) 2025-10-17T02:28Z 50.6K followers, 7535 engagements "Xiaomi (MCap $XXX billion) got a rough month: stock is down 21%. @Xiaomi Q3 results one month out" [X Link](https://x.com/alojoh/status/1979166647098208256) [@alojoh](/creator/x/alojoh) 2025-10-17T12:44Z 50.6K followers, 5048 engagements "Wow Grok is really not happy with @ZohranKMamdani. It takes a lot to p* off an AI" [X Link](https://x.com/alojoh/status/1979185409893519509) [@alojoh](/creator/x/alojoh) 2025-10-17T13:59Z 50.6K followers, 9959 engagements "@elonmusk .@grok given Elons comment provide some examples what now creates a most viral post" [X Link](https://x.com/alojoh/status/1979617133911843299) [@alojoh](/creator/x/alojoh) 2025-10-18T18:34Z 50.6K followers, 7419 engagements "AfD is now Germany's largest party" [X Link](https://x.com/alojoh/status/1979628646429319622) [@alojoh](/creator/x/alojoh) 2025-10-18T19:20Z 50.7K followers, 1.3M engagements ""Trump's makes automakers eligible for a credit equal to XXXX% of the suggested retail price for U.S. assembled vehicles through 2030 to offset import tariffs on parts." My preliminary estimate (have to do more work) is that this could provide Tesla with a 50bps gross margin benefit" [X Link](https://x.com/alojoh/status/1979785320045383719) [@alojoh](/creator/x/alojoh) 2025-10-19T05:42Z 50.6K followers, 28.9K engagements "@elonmusk @grok @grok why no answer" [X Link](https://x.com/alojoh/status/1979808050702848124) [@alojoh](/creator/x/alojoh) 2025-10-19T07:13Z 50.6K followers, 5561 engagements "NIO's sales in Germany have been exceptionally low even though NIO's vehicle range on offer comprises X different models. Despite the significant line up NIO sold only a total of XX vehicles in September. A comparison with a comparable Chinese automaker Xpeng shows that other Chinese players do much better in the German market. This forced NIO management to take action and the X% leasing rate even though very costly is a reflection of the precarious situation: NIO needs sales no matter the cost to keep the growth story alive" [X Link](https://x.com/alojoh/status/1980482950870254010) [@alojoh](/creator/x/alojoh) 2025-10-21T03:55Z 50.6K followers, 3535 engagements "Chamath created the best performing SPACsoh wait 😬 .@grok how have Chamaths SPAC deals performed for investors who bought from him relative to the performance of the S&P500 Specifically have most underperformed or outperformed the S&P500 Based on your results should investors trust Chamath advise or seek other investments" [X Link](https://x.com/alojoh/status/1980572389718032397) [@alojoh](/creator/x/alojoh) 2025-10-21T09:50Z 50.7K followers, 13.3K engagements "@grok @chamath Would you recommend investors listen to Chamath based on his SPAC performance track record" [X Link](https://x.com/alojoh/status/1980573010005467557) [@alojoh](/creator/x/alojoh) 2025-10-21T09:52Z 50.6K followers, 1306 engagements "News: Rivian stock downgraded to sell price target lowered from $XX to $XX by Mizuho. The same so called "Top" analyst raised his PT just last month from $XX to $XX. 🤡 (when he increased his PT to chase the share price to game his tipranks ranking) Rivian currently at $13.08" [X Link](https://x.com/alojoh/status/1980591992393306490) [@alojoh](/creator/x/alojoh) 2025-10-21T11:08Z 50.6K followers, 7462 engagements "@janrosenow @timforeuk .@grok how much have average electricity prices increased in the EU since the year 2000" [X Link](https://x.com/alojoh/status/1980601649954422942) [@alojoh](/creator/x/alojoh) 2025-10-21T11:46Z 50.6K followers, 1694 engagements "News: General Motors' net income decreased XX% year-over-year to $1327 million. After the first nine months 2025 is down XX% compared to the same period in 2024. Despite the drop in net income GM's share price is rallying on the prospect of lower EV losses in 2026" [X Link](https://x.com/alojoh/status/1980608859719827843) [@alojoh](/creator/x/alojoh) 2025-10-21T12:15Z 50.6K followers, 5426 engagements ""My wife used to work in the suppl chain of honda indonesia and is still not believing me that they are bound to go bankrupt.cause "they got the biggest market in south east asia". Just show your wife this chart: Volume is a * metric. Cash flow is literally where the money is. *bmud" [X Link](https://x.com/alojoh/status/1980610672539967746) [@alojoh](/creator/x/alojoh) 2025-10-21T12:22Z 50.6K followers, 12.4K engagements ""Volkswagen is preparing to suspend production of major models including the Golf at its Wolfsburg plant due to shortages in semiconductor supplies Bild reported on Tuesday citing sources in the supplier industry." Seriously Chip supply issues in October 2025 I thought we left that problem behind for the last X years" [X Link](https://x.com/alojoh/status/1980631345165480284) [@alojoh](/creator/x/alojoh) 2025-10-21T13:44Z 50.6K followers, 17.9K engagements "GM soars almost 14%. Market is betting on GM shedding most of its EV business which was deeply loss-making boosting 2026 results. Meanwhile Tesla is about to disrupt the NA car market with a "nap" feature" [X Link](https://x.com/alojoh/status/1980637154448666668) [@alojoh](/creator/x/alojoh) 2025-10-21T14:07Z 50.6K followers, 35.4K engagements "GM kills BrightDrop electric vans" [X Link](https://x.com/alojoh/status/1980637433218957398) [@alojoh](/creator/x/alojoh) 2025-10-21T14:08Z 50.6K followers, 4919 engagements "GM keeps rallying further. Stock up nearly XX% and marks one of GM's best trading days in a decade. Investors rush into the stock on the following bet: 1) GM largely abandons EVs resulting in billions saved. 2) Elimination of credits saves GM billions in fines. 3) Higher share of higher margin vehicles: more $$$. 4) Tariffs shield large US market from new competition. Needless to say that this will likely become the near-term Wall Street narrative. The net effect is that analysts will be raising their GM PTs and EPS estimates. I expect a period of approximately quarters (more research on this" [X Link](https://x.com/alojoh/status/1980663796034130047) [@alojoh](/creator/x/alojoh) 2025-10-21T15:53Z 50.6K followers, 11.9K engagements "I asked Grok what qualified Sean Duffy to run NASA "Duffy lacks a traditional scientific engineering or aerospace background but his qualifications stem primarily from his extensive political legal and governmental leadership experience which sources indicate were prioritized for aligning with and executing the president's space policy vision." "Duffy's appointment appears driven by his political alignment with Trump ability to implement executive priorities (e.g. accelerating lunar missions and challenging contracts like SpaceX's Artemis role) and experience managing large federal" [X Link](https://x.com/alojoh/status/1980665374900138223) [@alojoh](/creator/x/alojoh) 2025-10-21T15:59Z 50.6K followers, 6084 engagements "My view on what is really going on with Sean Duffy @SeanDuffyWI . I think Sean Duffy's Fox news appearance (Trump's favourite show) was not a coincident. Duffy likely 'placed' this interview to mark his claim to become the permanent NASA administrator. The timing would be perfect. His messaging was likely crafted to win maximum brownie points from the big boss in order to beat Jared Isaacman @rookisaacman who is also in the running for NASA administrator. Folks all the rest makes no sense. I don't think Sean gives two * about NASA. If you read up about his career and progress you can see he" [X Link](https://x.com/alojoh/status/1980684894482141204) [@alojoh](/creator/x/alojoh) 2025-10-21T17:17Z 50.6K followers, 11.5K engagements "@GavinNewsom .@grok do a full speech analysis of Gavins post and list all rhetorical devices used" [X Link](https://x.com/alojoh/status/1980686516985692213) [@alojoh](/creator/x/alojoh) 2025-10-21T17:23Z 50.6K followers, 1963 engagements "Bond yields keep dropping. This means lower borrowing cost for the government" [X Link](https://x.com/alojoh/status/1980694501590200356) [@alojoh](/creator/x/alojoh) 2025-10-21T17:55Z 50.6K followers, 6042 engagements "@grok @GavinNewsom Why is Gavins post then criticising the demolition efforts" [X Link](https://x.com/alojoh/status/1980848437047488638) [@alojoh](/creator/x/alojoh) 2025-10-22T04:07Z 50.6K followers, 8731 engagements ""VW says production pauses planned denies chip crunch as reason"" [X Link](https://x.com/alojoh/status/1980868566782968277) [@alojoh](/creator/x/alojoh) 2025-10-22T05:27Z 50.6K followers, 7220 engagements ""Volkswagen said on Tuesday it was preparing to pause production of two key models but denied any connection with a stand-off over chipmaker Nexperia putting pressure on supply chains. Pauses in production of the Golf and Tiguan models this week have been "long planned" to deal with inventory matters coinciding with the autumn holidays a spokesperson told Reuters." "inventory matters" = excess supply Just as I had predicted folks" [X Link](https://x.com/alojoh/status/1980869066798575836) [@alojoh](/creator/x/alojoh) 2025-10-22T05:29Z 50.7K followers, 7068 engagements "@steveharvey2001 @colorfullllove Why only VW Why arent others" [X Link](https://x.com/alojoh/status/1980878312286413091) [@alojoh](/creator/x/alojoh) 2025-10-22T06:06Z 50.6K followers, XXX engagements "@Jhawkins_nz @ethanmckanna Uber has no loyalty People use Uber bc its cheap Once someone cheaper shows up customers move on" [X Link](https://x.com/alojoh/status/1980914284478791974) [@alojoh](/creator/x/alojoh) 2025-10-22T08:29Z 50.6K followers, XX engagements "If we showed 2020 what FSD can do today it would look insane to them" [X Link](https://x.com/alojoh/status/1980937474399490479) [@alojoh](/creator/x/alojoh) 2025-10-22T10:01Z 50.6K followers, 9578 engagements "@BillAckman @CurtisSliwa Just make a deal with him to drop out then. It will be jump change for you. Ask a few pals to add and its a no-brainer. Sometimes its just better to solve these things the old fashioned way" [X Link](https://x.com/alojoh/status/1980944158991986796) [@alojoh](/creator/x/alojoh) 2025-10-22T10:27Z 50.7K followers, 14.5K engagements "@rohanpaul_ai If I was ASML I would build them so that anyone who doesnt know certain tricks during disassembly destroys them irrecoverably. This is what may have happened since its an obvious design strategy in something as critically important as their machines" [X Link](https://x.com/alojoh/status/1980951176196555081) [@alojoh](/creator/x/alojoh) 2025-10-22T10:55Z 50.7K followers, 8345 engagements "@elonmusk Yes would be too easy to convince him of not smart solutions which would end up being very expensive. We see the same in all large projects being run by people who do not understand the engineering. Massive cost overruns is the norm" [X Link](https://x.com/alojoh/status/1981017256340693174) [@alojoh](/creator/x/alojoh) 2025-10-22T15:18Z 50.7K followers, 8367 engagements "This chart shows non-GAAP adjustments General Motors' applies to earnings. The positive numbers show add-backs. Let me explain: when GM incurs costs which GM considers not ongoing (like restructuring charges) GM takes them out (ie adds them back or makes number bigger). This add-back to GAAP earnings resulted in non-GAAP earnings which were higher: In 2022 by $XXX billion In 2023 by $XXX billion In 2024 by $XXX billion In 2025 YTD by $XXX billion This begs the question: how can anyone trust GM's non-GAAP outlook if there is EVERY year a large gap between GAAP and non-GAAP numbers It's easy to" [X Link](https://x.com/alojoh/status/1981052237917880486) [@alojoh](/creator/x/alojoh) 2025-10-22T17:37Z 50.7K followers, 4506 engagements "Tesla booked $XXX million in restructuring charges" [X Link](https://x.com/alojoh/status/1981093701490504069) [@alojoh](/creator/x/alojoh) 2025-10-22T20:22Z 50.7K followers, 16.2K engagements "Tesla's deferred revenue increased to a new all-time high of $XXX billion as of September 2025 implying a $XXX billion sequential increase from $XXX billion as of June 2025" [X Link](https://x.com/alojoh/status/1981094234104221847) [@alojoh](/creator/x/alojoh) 2025-10-22T20:24Z 50.7K followers, 10K engagements "@mars77200 Yes. Restructuring charges are usually mostly taken upfront (90%+). Samll residuals only if something was drawn out for some reason. Often it's XXX% in the quarter. Hence I don't expect any meaningful amount in Q4" [X Link](https://x.com/alojoh/status/1981104741972398385) [@alojoh](/creator/x/alojoh) 2025-10-22T21:05Z 50.6K followers, 1029 engagements "Deflation in China in principle exerts primarily disinflationary pressure on the U.S" [X Link](https://x.com/alojoh/status/1981382270683369493) [@alojoh](/creator/x/alojoh) 2025-10-23T15:28Z 50.7K followers, 6178 engagements "This downward pressure on U.S. inflation despite tariffs would increase the pricing-in of lower rates and would be stock market positive until the sentiment switches" [X Link](https://x.com/alojoh/status/1981382277817917469) [@alojoh](/creator/x/alojoh) 2025-10-23T15:28Z 50.7K followers, 2786 engagements "I am glad I bought the s* dip. This was one of the d* dips I have seen and I study the company since IPO" [X Link](https://x.com/alojoh/status/1981410547544289727) [@alojoh](/creator/x/alojoh) 2025-10-23T17:21Z 50.7K followers, 15.4K engagements "Ex- Stellantis CEO Carlos Tavares writes in his just released book about the most obvious 'secret' in the auto industry: One possible scenario and there are many others could be a Chinese manufacturer one day making a bid for the Europe business with the Americans taking back the North America operations. Ex M&A banker speaking: under the current geopolitical parameters splitting Stellantis into its North America (NA) and non-NA business is quite obvious. However there are a number of key problems: 1) The non-NA business is extremely underperforming. It would be a fire sale. 2) Even the" [X Link](https://x.com/alojoh/status/1981555307189805333) [@alojoh](/creator/x/alojoh) 2025-10-24T02:56Z 50.7K followers, 11.3K engagements "Well at least legendary investor Gary Black didn't fall for Rivian.oh wait.😬 I guess Gary was distracted at the time since he was busy telling @elonmusk how to run Tesla" [X Link](https://x.com/alojoh/status/1981604356370649210) [@alojoh](/creator/x/alojoh) 2025-10-24T06:11Z 50.7K followers, 17.6K engagements "In this new COMPUTEX 2025 keynote Nvidia's CEO makes an important argument for why humanoid robots are likely the only universal type of robot that will work: "the reason for that is because technology needs scale. Most of the robotic systems we've had so far are too low volume and those low volume systems will never achieve the technology scale to get the flywheel going far enough fast enough so that we are willing to dedictate enough technology into it to make it better"" [X Link](https://x.com/alojoh/status/1924338405535514753) [@alojoh](/creator/x/alojoh) 2025-05-19T05:36Z 50.7K followers, 19.7M engagements "In this thread I want to give you an idea just how insane the current government spending is and how far we drifted away from any sustainable fiscal spending. This is all based on reported numbers and there are no assumptions/forecasts. In the current fiscal year the government already spent $4159 billion. This is for the first X months and the fiscal year ends in September. The latest available data is as of April. The already accrued deficit amounts to over $X trillion: $1049 billion. You can see in the chart how net interest expense has become the #2 largest spending category at $579" [X Link](https://x.com/alojoh/status/1931046246497591316) [@alojoh](/creator/x/alojoh) 2025-06-06T17:51Z 50.6K followers, 22.9M engagements "News: Chinese automaker Changan plans IPO of its EV brand Avatr Avatrs submission of its Hong Kong IPO application is expected as early as October and targets a listing by Q2 2026. Recent Chinese automakers capital raises include: BYD $XXX billion in March 2025 NIO $XXX billion in September 2025 Chery $XXX billion (IPO in two days) Makes one wonder what is driving this rush to raise equity 🤔" [X Link](https://x.com/alojoh/status/1970307267154084196) [@alojoh](/creator/x/alojoh) 2025-09-23T02:00Z 50.6K followers, 7490 engagements "News: Tesla outsells Mercedes Benz Group for the first time Mercedes reported 441500 car sales in the third quarter. Tesla reported 497099 sales. This implies Tesla sold 55599 vehicles more than Mercedes. Tesla sold XXXX% more vehicles. In the third quarter Mercedes' car sales decreased by XXXX% year-over-year while Tesla's car sales increased by XXX% year-over-year. @MercedesBenz @Tesla @elonmusk Congrats Tesla/Elon Mercedes made its first car in 1901. Tesla did in 2004" [X Link](https://x.com/alojoh/status/1975630670945783919) [@alojoh](/creator/x/alojoh) 2025-10-07T18:33Z 50.7K followers, 1.3M engagements "In March 2016 Elon unveiled the Tesla Model X promising an affordable electric vehicle starting at $35000. @Tesla When adjusted for inflation that original target equates to approximately $47617 in today's dollars. Yet Tesla has significantly overdelivered on this promise: the new Standard Model X launched yesterday at a starting price of $36990 (unsubsidized) comes in XX% below that inflation-adjusted figure. @larsmoravy Put another way in 2016 dollars this latest Model X would only cost about $27189" [X Link](https://x.com/alojoh/status/1975828734239182890) [@alojoh](/creator/x/alojoh) 2025-10-08T07:40Z 50.7K followers, 14.6M engagements "Who is buying cars in Germany Are consumers really buying these cars Not exactly. In Germany the vast majority of Volkswagen Audi BMW and even BYD vehicles arent being bought by actual people. % of New Cars Bought by Private Individuals: Mercedes-Benz: XX% BMW: XX% Volkswagen: XX% Audi: XX% BYD: XX% That means up to XX% of these new cars are sold to: Fleet buyers Leasing companies Rental agencies Corporate customers So who's really driving demand This isn't just trivia it's a red flag for investors" [X Link](https://x.com/alojoh/status/1977825930467786756) [@alojoh](/creator/x/alojoh) 2025-10-13T19:57Z 50.6K followers, 32.6K engagements "For sharing this type of data BYD blocked me. Please share/like to get the truth out" [X Link](https://x.com/alojoh/status/1978780754684387411) [@alojoh](/creator/x/alojoh) 2025-10-16T11:11Z 50.6K followers, 9051 engagements "You have to decide for yourself but I can tell you what I told my mom recently: I am not a great fan of the AfD and find their leadership at best mediocre but I rather take my chances with them than risk more years under completely misguided parties which appear unable to move on from failed policies of the past. They (AfD) cant be much worse than them (parties in power right now)" [X Link](https://x.com/alojoh/status/1980132392917409908) [@alojoh](/creator/x/alojoh) 2025-10-20T04:42Z 50.7K followers, 21.9K engagements "Wow Elon just killed Signal @signalapp" [X Link](https://x.com/alojoh/status/1980214459017924973) [@alojoh](/creator/x/alojoh) 2025-10-20T10:08Z 50.7K followers, 68.7K engagements "This Tesla FSD community tracker shows for the first time XXX% drives with no critical disengagement in ALL conditions v14 is off to a great start. Obviously we need more data but it's good to see. I think at this point it has become entirely pointless to watch FSD videos since the software has become so good that watching FSD videos won't provide a sense of the car's capabilities anymore. Some testers reported consistently "zero disengagement drivers" since v12 somehow. 🤔 Source: teslafsdtracker" [X Link](https://x.com/alojoh/status/1980297405837803776) [@alojoh](/creator/x/alojoh) 2025-10-20T15:37Z 50.7K followers, 43.3K engagements "Waymo again under investigation "The U.S. National Highway Traffic Safety Administration (NHTSA) said on Monday it has opened a preliminary probe into about 2000 Waymo self-driving vehicles after reports that the company's robotaxis may have failed to follow traffic safety laws around stopped school buses." The incident involved an autonomous vehicle operating without a safety driver prompting Waymo to implement new safety updates. This marks NHTSAs third investigation into Waymos autonomous systems citing a high likelihood of similar incidents amid the companys rapid expansion" [X Link](https://x.com/alojoh/status/1980327835353952623) [@alojoh](/creator/x/alojoh) 2025-10-20T17:38Z 50.7K followers, 15.6K engagements "@CAgovernor .@grok what is Gavins track record of defending the constitution Did his actions as governor strengthen or weaken fair elections in California" [X Link](https://x.com/alojoh/status/1980842863559835675) [@alojoh](/creator/x/alojoh) 2025-10-22T03:45Z 50.7K followers, 3878 engagements "@thorstenbenner .@grok is the shutdown entirely due to chip shortages or has VW seen signs of weakening demand What is more likely a production stop purely due to chip shortages or rather a combination of chip shortages and demand weakness" [X Link](https://x.com/alojoh/status/1980843396341301396) [@alojoh](/creator/x/alojoh) 2025-10-22T03:47Z 50.7K followers, 9797 engagements "@GavinNewsom .@grok is it normal to see some demolition of existing structures when there is a new extension of a building" [X Link](https://x.com/alojoh/status/1980848008645534012) [@alojoh](/creator/x/alojoh) 2025-10-22T04:05Z 50.7K followers, 100.6K engagements "Hi Elon @elonmusk during tonight's earnings call a lot of people depend on you. Please avoid talking about the next two quarters. If analysts try and force you to talk about them DON'T. You talked about it last time so there is no need to repeat it. Seasonal and other effects are well understood. Keep them focused on H2 of 2026. If absolutely unavoidable just say something like "there may be challenges but we are expecting a significant earnings uptick once we start rolling out in large numbers our AI products" or something along these lines. I know it's semantics but semantics do matter." [X Link](https://x.com/alojoh/status/1980904540166615375) [@alojoh](/creator/x/alojoh) 2025-10-22T07:50Z 50.7K followers, 109K engagements "The average vehicle sold by General Motors' China business amounts to $11794 per vehicle (in Q3 2025). GM's China JVs (the "JVs") generated $XXXX billion in revenue and generated $XXX million in profits. That's a net income margin of 2.35%. In the last X years GM's JVs generated $XXXXX billion in revenue and $XXXX billion for GM. This implies a long term net income margin of 0.61%. The low net income margin is caused by periodic large losses incurred in China. For example: Q4 2024: $3742 million Q3 2024: $XXX million Q2 2024: $XXX million Q1 2024: $XXX million Q2 2022: $XXX million" [X Link](https://x.com/alojoh/status/1980966270800445899) [@alojoh](/creator/x/alojoh) 2025-10-22T11:55Z 50.7K followers, 6982 engagements "General Motors' share price is up over XX% since Monday (two days ago). This analysis is review of GM's third quarter results. Outlook will follow" [X Link](https://x.com/alojoh/status/1981074395742228736) [@alojoh](/creator/x/alojoh) 2025-10-22T19:05Z 50.7K followers, 2411 engagements "Breaking: Tesla Will begin production at Megafactory Houston in 2026 with up to XX GWh per year of manufacturing capacity" [X Link](https://x.com/alojoh/status/1981089696307429520) [@alojoh](/creator/x/alojoh) 2025-10-22T20:06Z 50.7K followers, 11.5K engagements "Breaking: Tesla's cash balance exceeds for the first time $XX billion. Tesla's total cash and cash equivalents at $XXXX billion as of September" [X Link](https://x.com/alojoh/status/1981090850433020049) [@alojoh](/creator/x/alojoh) 2025-10-22T20:10Z 50.6K followers, 16.1K engagements "Tesla's gross profit of $5054 million in Q3 was the largest in the last XX quarters. One has to go back to the record Q4 2022 for a higher quarterly gross profit. Q4 2022 came in at $5777 million and marked the all-time high" [X Link](https://x.com/alojoh/status/1981096779102720396) [@alojoh](/creator/x/alojoh) 2025-10-22T20:34Z 50.7K followers, 6470 engagements "Elon just now: "Optimus is the infinit money glitch" 😅" [X Link](https://x.com/alojoh/status/1981123722972188910) [@alojoh](/creator/x/alojoh) 2025-10-22T22:21Z 50.7K followers, 13.6K engagements "I concur with @BillAckman that @CurtisSliwa is most likely guilty as charged. From a game theory perspective it makes no rational sense for him not to try to clear his name if he were innocent" [X Link](https://x.com/alojoh/status/1981380132041335138) [@alojoh](/creator/x/alojoh) 2025-10-23T15:20Z 50.7K followers, 8133 engagements "However severe deflation risks global financial instability or trade frictions though the net effect remains downward pressure on U.S. inflation despite tariffs" [X Link](https://x.com/alojoh/status/1981382276098543831) [@alojoh](/creator/x/alojoh) 2025-10-23T15:28Z 50.7K followers, 2763 engagements "News: Rivian lays off X in every XX employees before the R2 launch 🤔" [X Link](https://x.com/alojoh/status/1981383153953517571) [@alojoh](/creator/x/alojoh) 2025-10-23T15:32Z 50.7K followers, 9272 engagements "@elonmusk Perhaps take a close look at your mothers. Youd be the most obvious target of them all" [X Link](https://x.com/alojoh/status/1981383937541673174) [@alojoh](/creator/x/alojoh) 2025-10-23T15:35Z 50.7K followers, 8707 engagements "Tesla up X% since today's low recovering all loses. As I said earlier Elon did a good job yesterday and investors vote with their money. I just hope they also vote their shares in November" [X Link](https://x.com/alojoh/status/1981400578249912368) [@alojoh](/creator/x/alojoh) 2025-10-23T16:41Z 50.7K followers, 17.6K engagements "Tesla's CFO made an important point during yesterday's earnings call: "Unlike our competitors our robotaxi fleet blends in the markets we operate in since they don't have extra sensor sets or peripherals which make them stick out. This is an underappreciated aspect of our current vehicle offerings which are all designed for autonomous driving. We feel that as people experience the supervised FSD at scale demand for our vehicles like Elon said would increase significantly." Let's isolate the key bit: "as people experience the supervised FSD at scale . demand for our vehicles . would increase" [X Link](https://x.com/alojoh/status/1981405893892755872) [@alojoh](/creator/x/alojoh) 2025-10-23T17:02Z 50.7K followers, 41.3K engagements "NEWS: Fords EV Losses Deepen. Second-Largest Quarterly Deficit on Record Ford has reported an EV segment loss of $XXXX billion for Q3 its second-largest quarterly loss ever surpassed only by Q4 2023. With this latest result Fords cumulative EV losses now exceed $XX billion based on the companys disclosed financials. By global comparison this positions Ford as the second most loss-generating EV manufacturer worldwide behind only Rivian whose cumulative losses have surpassed $XX billion. The figures underscore the ongoing financial strain traditional automakers face in scaling EV operations" [X Link](https://x.com/alojoh/status/1981550113701957728) [@alojoh](/creator/x/alojoh) 2025-10-24T02:35Z 50.7K followers, 16.2K engagements "I think the best leading indicator for Tesla FSD adoption is how many miles people who own it drive it daily since: 1) If people were unhappy they would drive it less and fewer people would sign up for it. 2) It's inconceivable that usage would go up if people were not happy with it since. 3) Attrition rate of existing subscribers would outpace new subscribers (since existing subscribers span all vehicle cohorts and not just current quarter). 4) Propensity to buy/sub FSD is likely vastly higher for people at time of purchase a new Tesla (at least currently). 5) I think the earliest adopters" [X Link](https://x.com/alojoh/status/1981594566630248638) [@alojoh](/creator/x/alojoh) 2025-10-24T05:32Z 50.7K followers, 13.1K engagements "Here is an approximative bridge of Tesla's Q3 2025 vehicle production cost. Q2 2025 cost: $35.3K +Add tariffs: $0.4K () Less volume: $(0.7)K () Net other: $(0.1)K = Q2 2025 cost: 34.9K Tesla's Q3 2025 average production cost (APC) was $34933 per vehicle. Comments made by the CFO imply that tariffs added about $XXX per vehicle (globally). Excluding tariffs APC would have been $34530. However since tariffs affect only U.S. produced vehicles the cost increase for U.S.-made vehicles was $1158 per vehicle. In Q3 2025 approximately XX% of Tesla global vehicle production was U.S.-made and about 54%" [X Link](https://x.com/alojoh/status/1981626343692361915) [@alojoh](/creator/x/alojoh) 2025-10-24T07:38Z 50.7K followers, 6266 engagements "@elonmusk .@grok what is the murder rate in Chicago and how does it compare with other top ten U.S. cities" [X Link](https://x.com/alojoh/status/1981700010418003976) [@alojoh](/creator/x/alojoh) 2025-10-24T12:31Z 50.7K followers, 3330 engagements "News: General Motors fires mare than XXX people over "business conditions" and "not their performance"" [X Link](https://x.com/alojoh/status/1981716460507455703) [@alojoh](/creator/x/alojoh) 2025-10-24T13:36Z 50.7K followers, 3885 engagements "NIO's balance sheet equity is also negative" [X Link](https://x.com/alojoh/status/1978741903261663298) [@alojoh](/creator/x/alojoh) 2025-10-16T08:36Z 50.6K followers, 3627 engagements "Tesla Q3 EPS Consensus Quietly Rises XX% Since Deliveries Since the morning of October X (just before Q3 delivery numbers were released) Teslas consensus EPS estimate for Q3 has climbed from $XXXX to $XXXX a XX% increase. On that same day I shared a prediction that consensus would gradually increase in the lead-up to earnings despite this shift not showing up immediately. That prediction has now played out. I also noted that Tesla stock would likely be weak today which it is based on historical patterns and a mix of statistical and qualitative analysis. With the S&P XXX and Nasdaq down just" [X Link](https://x.com/alojoh/status/1981023519023509573) [@alojoh](/creator/x/alojoh) 2025-10-22T15:43Z 50.7K followers, 9169 engagements "Tesla's depreciation charge jumped to $1625 million which reflects Tesla's massive investment in AI infrastructure" [X Link](https://x.com/alojoh/status/1981092637630418966) [@alojoh](/creator/x/alojoh) 2025-10-22T20:17Z 50.7K followers, 6758 engagements "@ZelenskyyUa I dont understand why the EU didnt buy from the U.S. but preferred paying Russia over $XXX billion" [X Link](https://x.com/alojoh/status/1981321245753774213) [@alojoh](/creator/x/alojoh) 2025-10-23T11:26Z 50.7K followers, 6288 engagements "Gross margin improved to XXXX% but is down year-over-year. This is mostly driven by significant one-time benefits realized in Q3 2024. This makes Q3 2024 a poor comparable. This will become clear on subsequent slides" [X Link](https://x.com/alojoh/status/1981371303484330439) [@alojoh](/creator/x/alojoh) 2025-10-23T14:45Z 50.7K followers, 1211 engagements "Tesla's auto gross margin improved to 14.7%. Tesla's auto gross margin is best looked at excluding both leasing and credits. Leasing accounting creates noise. Credits do not reflect underlying vehicle profitability Hence both should be removed" [X Link](https://x.com/alojoh/status/1981371306441658635) [@alojoh](/creator/x/alojoh) 2025-10-23T14:45Z 50.7K followers, 1172 engagements "@rajuvamsi007 There will be 10x more info in my video" [X Link](https://x.com/alojoh/status/1981416423932010644) [@alojoh](/creator/x/alojoh) 2025-10-23T17:44Z 50.7K followers, XXX engagements "All-in guys using my materials 😅" [X Link](https://x.com/alojoh/status/1981416805450338470) [@alojoh](/creator/x/alojoh) 2025-10-23T17:45Z 50.7K followers, 54.3K engagements "News: Rivian pays $XXX million to settle IPO fraud lawsuit. .and people called me a 'hater' when I pointed out all the red flags in Rivian years ago. "Rivian . concealed that it had underpriced its EVs" 🎯" [X Link](https://x.com/alojoh/status/1981603656689484021) [@alojoh](/creator/x/alojoh) 2025-10-24T06:08Z 50.7K followers, 31.6K engagements "Rivian fiction VS Rivian reality" [X Link](https://x.com/alojoh/status/1981610261527081433) [@alojoh](/creator/x/alojoh) 2025-10-24T06:34Z 50.7K followers, 8074 engagements "@Timcast Only making it hard to find is possible but deletion is extremely difficult" [X Link](https://x.com/alojoh/status/1981616519323791585) [@alojoh](/creator/x/alojoh) 2025-10-24T06:59Z 50.7K followers, XXX engagements "@ChiefBeers Thanks. I realise I probably rambled a bit too much and turning this into a partial accounting class wasn't my intention" [X Link](https://x.com/alojoh/status/1981719327066779900) [@alojoh](/creator/x/alojoh) 2025-10-24T13:48Z 50.7K followers, XXX engagements "What company financials look to me 😅" [X Link](https://x.com/alojoh/status/1981720040928931954) [@alojoh](/creator/x/alojoh) 2025-10-24T13:50Z 50.7K followers, 3873 engagements "Just bought a few more to do my bit for the magical $420.69" [X Link](https://x.com/alojoh/status/1866927290749182349) [@alojoh](/creator/x/alojoh) 2024-12-11T19:25Z 50.6K followers, 46.4K engagements "This is the chart MSM doesn't want you to see in their "Tesla is crushed by BYD" narrative. The truth is. Tesla crushes it in China BYD's home market with just TWO models: Model Y raking in $2B+ alone more than any single BYD EV. But BYD's 30-model swarm adds up to $3.1B total revenue11.8% ahead of Tesla's $2.8B. Depth vs. breadth in the EV wars. Who's strategy wins long-term Tesla is cash flow positive. BYD is not. @Tesla @BYDCompany" [X Link](https://x.com/alojoh/status/1978780751962226730) [@alojoh](/creator/x/alojoh) 2025-10-16T11:11Z 50.6K followers, 53.9K engagements "@grok @ZohranKMamdani @KathyHochul Please be specific: state exact numbers of the alleged misrepresentations" [X Link](https://x.com/alojoh/status/1981728552069321134) [@alojoh](/creator/x/alojoh) 2025-10-24T14:24Z 50.7K followers, XXX engagements "@CARN0N Yeap Ubers death will be quick but merciless" [X Link](https://x.com/alojoh/status/1981779715397759066) [@alojoh](/creator/x/alojoh) 2025-10-24T17:47Z 50.7K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@alojoh AJ
Tesla has achieved significant success, including outselling Mercedes Benz and BMW in China, with over XXXXXXX vehicles sold in Q3 2025. The company has also made advancements in its Full Self-Driving (FSD) technology, including the ability to understand human stop signs and reverse out of tricky situations. Additionally, Tesla has launched new models, including the Model X and Model Y, with competitive pricing.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +74%
- X Month XXXXXXXXXX +379%
- X Months XXXXXXXXXX +15%
- X Year XXXXXXXXXXX +164%
Mentions: XXX #
- X Week XXX +4.30%
- X Month XXX +127%
- X Months XXXXX -XX%
- X Year XXXXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.88%
- X Month XXXXXX +5.70%
- X Months XXXXXX +36%
- X Year XXXXXX +91%
CreatorRank: XXXXXX #
Social Influence #
Social category influence automotive brands #847 finance #1125 stocks #1887 countries XXXX% celebrities #3975 technology brands XXXX% formula 1 #4567 social networks XXXX% luxury brands XXXX% nfts XXXX%
Social topic influence tesla #81, general motors #26, elon musk #113, nio #374, china #3971, cash flow #7, rivian #1, byd #306, tariffs #459, ford #246
Top accounts mentioned or mentioned by @grok @elonmusk @tesla @nioswitzerland @gavinnewsom @gm @realdonaldtrump @mercedesbenz @barackobama @teslaxsweden @hematophagian @tomlbutler @argueswithyou @webmasterdave @chamath @blood_angel_133 @vonderleyen @billackman @jimfarley98 @ford
Top assets mentioned Tesla, Inc. (TSLA) General Motors Company (GM) Uber Technologies, Inc. (UBER) The Humanoids (thehumanoids)
Top Social Posts #
Top posts by engagements in the last XX hours
"Wow @vonderleyen paid Russia over $XXX billion since the war in Ukraine started and after the just announced sanctions package will continue paying Russia @realDonaldTrump @ZelenskyyUa"
X Link @alojoh 2025-10-23T11:23Z 50.7K followers, 17.7K engagements
"This is a deep dive into Amazon @amazon shared with investors around the time when @BillAckman bought 5.8M more shares. At time of posting Amazon traded at $XXX WS analysts' consensus price target was $XXX and everyone had a buy or strong buy rating. Amazon currently trades at $XXX or X% down since my post. This is a hardcore deep dive for serious investors. It's X hr XX minutes long"
X Link @alojoh 2025-10-14T16:07Z 50.7K followers, 105.4K engagements
"Deflation in China leads to cheaper exports and lower import prices in the U.S. reducing overall goods inflation; this is exacerbated if the yuan depreciates weakening U.S. producers' pricing power in competitive sectors"
X Link @alojoh 2025-10-23T15:28Z 50.7K followers, XXX engagements
"Should you vote FOR Tesla's xAI investment @Tesla @xai My view is you should vote "FOR" and here is why: X. Sure at this stage the xAI investment comes at a huge valuation and therefore Tesla's resulting stake would be rather small even if $5-10B was invested. X. However the xAI investment adds to Tesla's AI investment story and likely is more than X% accretive to Tesla's AI investment story. X. Since Tesla trades at well over $1T MCap which is mostly based on Tesla's AI future an X% accretion to this AI investment story would likely more than make up for the loss in balance sheet cash. 4."
X Link @alojoh 2025-09-25T07:37Z 50.5K followers, 21.6K engagements
"News: NIO missed midpoint of Q3 2025 guidance range by XXX% and grows at less than half the rate of Xpeng and Leapmotor. Amongst peers (see attached) NIO reported the largest guidance miss and the slowest year-over-year growth rate (except Li Auto). Year-over-year growth: X. Xpeng: +149% X. Leapmotor: +102% X. NIO: +41% NIO's guidance miss is in line with NIO management's pattern of overpromising: in X out of the last XX quarters NIO management missed the midpoint of guidance. Note: NIO missed by more than competitors even though NIO's guidance was given only XX days before end of quarter"
X Link @alojoh 2025-10-01T08:10Z 50.5K followers, 21.1K engagements
"5) NIO also compares negatively relative to production cost: Li Auto: similar production cost but significantly higher ASP (see prior slide). Xpeng: significantly higher gross margin on both lower ASP and significantly lower production cost. Leapmotor: similar but even lower ASP and even lower production cost"
X Link @alojoh 2025-10-02T08:46Z 50.5K followers, XXX engagements
"Let's cut to the chase: 1) RJ was able to piggyback on Tesla's exceptional success by presenting himself as the next Elon and Rivian as the next Tesla enabling him to raise a record amount of capital. Without Tesla there would be no Rivian. Tesla provided the blueprint for pretty much everything material Rivian does. Even Rivian's famous EE architecture was partially copied from Tesla. 2) He and Rivian were neither and RJ isn't cut out to run Rivian as evidence by what little he delivered in the years post IPO. 3) RJ didn't understand the auto industry when he started out. He learned the hard"
X Link @alojoh 2025-10-03T19:28Z 50.5K followers, XXX engagements
"Eos Energy is up XXX% YTD. Report coming. Stay tuned"
X Link @alojoh 2025-10-06T16:32Z 50.6K followers, 24.7K engagements
"You have to look at this from a strategic perspective and pull your head out of a few quarters' perspective. The key customers all fight for defending multi trillion dollar MCaps. Spending $100B or $200B too much on infrastructure is a small price to pay given what's at stake. They all have understood that. None of them will relent unless they have to. I know their financials/balance sheet better than most people commenting on these things and they are rock solid since they have highly cash generative businesses. The rest is short term noise and ignores that these $10B projects cannot be"
X Link @alojoh 2025-10-09T15:13Z 50.5K followers, XXX engagements
"News: Chinese Geely-owned pure EV brand Polestar saw vehicle sales increase XX% year-over-year driven partly by the low-volume early ramp of the Polestar X in Q3 2024 but declined XX% sequentially from Q2 2025. @PolestarCars @GeelyGroup"
X Link @alojoh 2025-10-10T07:58Z 50.6K followers, 6111 engagements
"NIO stock holding up well"
X Link @alojoh 2025-10-10T17:58Z 50.5K followers, 9677 engagements
"BYD eating Tesla's lunch Fact 1: BYD flatlined Fact 2: Profitability is ultra low Fact 3: BYD gets massive state support (subsidies not related to emissions targets) Fact 4: BYD is cash flow negative Fact 5: BYD is cash flow negative despite not paying suppliers (very high DPO)"
X Link @alojoh 2025-10-14T04:10Z 50.6K followers, 5395 engagements
"Mercedes launched in September pre-sale of the new CLA EV but search interest suggests it will flop: currently it ranks only number XXX most searched vehicle. This is a graveyard ranking. @MercedesBenz Mercedes-Benz's all-new all-electric CLA was developed for the Chinese market with long-wheelbase. The electric sedan will be available in two variants: the all-electric CLA XXX L Ultra-Long Range Edition priced at 259000 yuan (36000 USD) and the all-electric CLA XXX L Ultra-Long Range Intelligent Edition with a pre-sale price of 299000 yuan (41600 USD)"
X Link @alojoh 2025-10-14T17:40Z 50.6K followers, 12.3K engagements
"@BarackObama Grok thinks Prop XX reduces election fairness"
X Link @alojoh 2025-10-14T17:59Z 50.6K followers, 82K engagements
".@UnitreeRobotics Could we please see an example of it doing some work with hands I am not sure how backflips help us create a world of abundance. I'd much prefer watching it do on voice command rather mundane things like cutting a cucumber and making a salad"
X Link @alojoh 2025-10-14T18:16Z 50.5K followers, 18.7K engagements
"This would allow GM to drive prices so low that suppliers would have to subsidize GM-business losses with profits generated from other customers like Tesla or Ford. This would raise prices for Tesla and Ford"
X Link @alojoh 2025-10-15T07:20Z 50.5K followers, 16.2K engagements
"Just hit 50000 followers 🥳 Huge thanks to all of youcouldnt have done it without 50000 of my closest internet strangers (and maybe a few suspiciously enthusiastic bots 🤖💬). Next goal: 51000 by the end of the decade. Always set a high bar for yourself"
X Link @alojoh 2025-10-15T13:10Z 50.7K followers, 20.6K engagements
"Making a point that everyone can agree on is known as the "appeal to common ground" or the "common ground technique." Skilled speakerslike Obama who is also a trained lawyerfrequently use this approach to disarm opposition and reduce defensiveness in their audience. Its a rhetorical strategy designed to establish credibility trust and goodwill before introducing more divisive or controversial ideas. This technique typically precedes the speaker's main point especially when that point may be contentious. By first anchoring the conversation in shared values or beliefs the speaker creates a safe"
X Link @alojoh 2025-10-15T18:28Z 50.5K followers, 29K engagements
"🚨This lawsuit is not from a random hedge fund. This lawsuit is from one of the most respected investors globally GIC would never accuse NIO of wrongdoing if they didn't have an abundance of evidence since doing so would enable NIO to counter sue and win hundreds of millions in damages"
X Link @alojoh 2025-10-16T06:17Z 50.5K followers, 13.4K engagements
"GIC alleges NIO to have misrecognized $XXX million in revenue from improperly accounting for the battery asset leasing affiliate. The complaint alleges that because of the upfront revenue recognition and nonconsolidation Nios revenue and profit figures were materially overstated. This GIC claims misled investors. Nio GIC claims "pulled forward" revenue by selling batteries to Mirattery (or the affiliated battery asset company) and recognizing the full revenue immediately (i.e. at the point of the sale) rather than recognizing it over time as customers pay subscription/rental fees"
X Link @alojoh 2025-10-16T06:36Z 50.6K followers, 7593 engagements
"News: BYD forced to recall over 100000 vehicles due to faulty motor controller and incorrectly installed battery seals. The recall concerns the Tang series and Yuan Pro vehicles both electric and hybrid version produced between 2015 and 2022. More specifically around 44500 units of the Tang series will be recalled because of a faulty drive motor controller. In some cases this can lead to circuit board corrosion and cause the car to lose electric power according to Chinas State Administration for Market Regulation. Around 71200 Yuan Pro cars will also be recalled due to incorrectly installed"
X Link @alojoh 2025-10-17T12:26Z 50.6K followers, 12.6K engagements
"News: Another recall hit Ford just one day after the last but this time 10x bigger. Ford recalls over 600000 vehicles over seatbelt issues (over 330000 vehicles) and camera display issues (over 290000 vehicles). The seatbelt recall affects Ford Mustang vehicles while the camera issue affects F-250 F-350 and F-450 super duty trucks according to NHTSA notices. This makes it recall XX this year alone. Reminder that this is not normal. For example Tesla issued only X recalls this year one of which was over-the-air fixable. @Ford"
X Link @alojoh 2025-10-17T12:37Z 50.7K followers, 8710 engagements
"Yes. A lot of these buyers just bought it to get free SM marketing out of it since they were business owners and Li Bin gave their businesses shout-outs. It was rather p* to watch. Imagine if Elon did a X min SM video with you if you bought a Model X If course EVERYONE would buy an X. of course bin li isn't elon but to a much smaller extent that pricinple applies"
X Link @alojoh 2025-10-17T17:57Z 50.5K followers, XXX engagements
"Reposting this since several investors reached out this week asking the same question: "what is your view on Tesla investing in xAi""
X Link @alojoh 2025-10-18T05:46Z 50.5K followers, 9409 engagements
"If you want to do some investment research this weekend these are some of my latest research posts. X. Trade war selloff analysis: key lessons for investors with regard to the current US/China trade tensions: X. How TSLA trends around deliveries/earnings and management commentary impact. X. Potential short term trading opportunity X. Should you get out of the market X. Nvidia stock trading pattern analysis around keynotes (next key note October XX 2025)"
X Link @alojoh 2025-10-18T10:05Z 50.5K followers, 8011 engagements
"🎯In case it's not XXX% clear what Elon means: Some states have more non-citizens and since the census counts everyone not just citizens those states get more seats in Congress. But there are only so many seats to go around so other states lose seats. Elon is saying that the states losing seats are often Republican so it puts them at a disadvantage. Hence "negative number". In other words: it's "seats theft" from Republicans"
X Link @alojoh 2025-10-18T11:28Z 50.5K followers, 69.5K engagements
"Egg prices dropped to long term low Chain of events 1) avian flu outbreak caused culling of millions of hens. 2) Limited supply was the result. 3) Raising of new chickens takes time 4) New hens reaching peak production takes even longer (or eggs of sufficient quality). Hence this drop in egg prices was highly predictable and had absolutely nothing to do with monetary policy. It was simply a supply shock"
X Link @alojoh 2025-10-19T02:15Z 50.5K followers, 8172 engagements
"@elonmusk SpaceX Starship v16"
X Link @alojoh 2025-10-19T07:00Z 50.5K followers, 8543 engagements
"This is from a two years old McKinsey report. How accurate was McKinsey historically"
X Link @alojoh 2025-10-19T07:20Z 50.6K followers, 15K engagements
"Since founding in 1994 Amazon has returned $7.8B to shareholders. Today it's valued at $2.27T. In just the last X years TSMC has returned $55B to shareholdersover 7x more. Its current valuation $1.53T. Capital allocation strategies matter. #investing #TSMC #Amazon #stockmarket @amazon"
X Link @alojoh 2025-10-20T06:24Z 50.5K followers, 9993 engagements
"News: NIO's CEO warns of "potential industry-wide demand weakness" in the first quarter of next year. Here is why: 1) Chinese market experiences every year in Q1 a major sequential decrease due to the combined effects of winter and Lunar New Year holidays. 2) However in Q1 2026 the second effect which will weigh on car sales is a tax change which causes currently a demand pullforward. For this reason a major sequential market decrease in Q1 is highly likely. This is also why current sales rate are likely somewhat inflated since Chinese consumers will be rushing to secure the tax benefit in Q4"
X Link @alojoh 2025-10-20T14:46Z 50.6K followers, 10.8K engagements
"News: Tesla is hiring for Cybercab mass production. About X months before the Cybertruck launch event Tesla did the same for Cybertruck. Based on this precedent Cybercab mass production could kick off in Q2 2026. However just like with Cybertruck several months prior we should see a lot of road testing of Cybercab. 🔥"
X Link @alojoh 2025-10-20T14:58Z 50.5K followers, 32.4K engagements
"Thats the reason why its impossible to defeat bots. Only if one shatters the economics of bots one can win. A tiny monthly fee can do the trick"
X Link @alojoh 2025-10-20T15:09Z 50.5K followers, 10.2K engagements
"News: NIO offers X% leasing rates in Germany for the brand new ES8 (which is sold as EL8 in Germany). This measure is used in the auto industry when demand is weak since it is very costly"
X Link @alojoh 2025-10-21T03:55Z 50.6K followers, 4937 engagements
"It's simple: AfD received completely one-sided media coverage. ALL mainstream media formed a coalition protecting the old guard. Media was exclusively focused on: 1) The worst elements of the AfD; 2) There was NO serious attempt to discuss the ideas or "Wahlprogramm" of the AfD. 3) Point 1) was exploited while ignoring the majority of the party which simply comprises conservatives who seek more common sense and and end to endless immigration shutting down of nuclear power plants (while neighbhors build them) end to other green and greenwashing policies while much larger nations keep"
X Link @alojoh 2025-10-21T04:53Z 50.5K followers, XXX engagements
"@tomlbutler @chamath @grok .@grok how did Chamath build most of his wealth Would it be fair to say that a big part was driven by him being lucky and becoming an early employee of Meta which became one of the faster growing companies in the history of humanity"
X Link @alojoh 2025-10-21T10:06Z 50.5K followers, 2004 engagements
"Wow Grok is going hard on Chamath linking much of his wealth to being a lucky early Facebook employee"
X Link @alojoh 2025-10-21T10:10Z 50.6K followers, 18.8K engagements
"@tomlbutler @chamath @grok Now subtract what was generated via overhyping SPACs (aka theft) Now adjust for outlier Facebook returns What is left I guess a fairly average investor Where am I wrong"
X Link @alojoh 2025-10-21T10:12Z 50.7K followers, XXX engagements
"According to Grok the profession of "Professional Protester" generates a decent income. Full-time activists for an NGO can make $40-80K yearly. Not bad given you need no qualification and all you do is standing around and shouting"
X Link @alojoh 2025-10-21T11:23Z 50.5K followers, 9096 engagements
"@grok @janrosenow @timforeuk How does this compare to electricity price increases in China India and the United States"
X Link @alojoh 2025-10-21T11:51Z 50.5K followers, XXX engagements
"@robotaxi @jermitron Uber will be decimated once Cybercab rolls out"
X Link @alojoh 2025-10-21T17:36Z 50.6K followers, 5415 engagements
"Just in: Volvo reported a negative free cash flow of $XXX million for the third quarter of 2025 bringing the year-to-date outflow to $XXXX billion. The companys earnings call is currently underway with the stock down more than X% in early trading. Volvo the Swedish automaker controlled by Chinas Geely currently carries a market capitalization of approximately $XXX billion. Despite a broad equity market rally this year Volvos share price has decreased over X% in 2025 significantly underperforming the wider market. Back in February I cautioned that Volvos finances appear nearly maxed out"
X Link @alojoh 2025-10-23T06:19Z 50.5K followers, 1445 engagements
"Breaking: NIO accused of inflating revenue. @NIOGlobal Singapore's sovereign weath fund (GIC an absolute heavy weight in the financial world) has sued Nio in a US court accusing the Chinese EV maker and CEO/founder William Li and former CFO Feng Wei violating securities laws by inflating revenues. Dear Reader please like/share since every time my account reports negatively on Chinese companies their proxies attac* my account with blocks/mutes to limit distribution"
X Link @alojoh 2025-10-16T06:13Z 50.6K followers, 59.5K engagements
"ISS has always tried to rock the Tesla boat and here is why anything other than a "FOR" vote makes no sense. In 2018: ISS was against Elon's comp package. In 2022: ISS was against re-election of board certain members. In 2023: ISS was against Chair reelection In 2024: ISS was against ratification of Elon's comp. Now in 2025: ISS is against Elon's new comp package. Since ISS issued their first 'against' in March 2018 TSLA is up 1982%. I think TSLA investors did quite well ignoring ISS. All an 'against' vote would cause is a selloff in TSLA since TSLA is obviously driven by investors' beliefs"
X Link @alojoh 2025-10-18T05:24Z 50.7K followers, 79.4K engagements
"VW Group's Oliver Blume gets a pay cut of 1M while the companies he was paid to lead lost XX% and XX% in market value during his tenure. Is this fair Blume until recently held famously the CEO role of both entities: VW Goup and VW Group's subsidiary Porsche. Blume became CEO of both on September X 2022. Since then VW Group's and Porsche's share price decreased by XX% and XX% respectively: VW Group share price: -XX% September X 2022: XXXXXX Last Friday's close: XXXXX Porsche's share price: -XX% Since IPO September XX 2022: XXXXX Last Friday's close: XXXXX In contrast for this 'performance'"
X Link @alojoh 2025-10-20T07:27Z 50.7K followers, 12.1K engagements
"Japan's complaint about Vietnam is disgusting 😡 Vietnam tries to tackle the enormous pollution problem which comes from highly polluting motorbikes. Japan is worried it could hurt Honda which dominates motorbike sales in Vietnam. Japan shows absolutely ZERO concern for the health of Vietnamese citizens. Honda by selling millions of motorbikes with small engines which obviously have no catalytic converter (CC) is arguable the largest polluter globally in individual transportation. A motorbike without CC can generate over 5-10x more pollutants than a X ton car with CC. Honda forecasts to sell"
X Link @alojoh 2025-10-21T10:38Z 50.7K followers, 18.4K engagements
"Uber: Tick tock tick tock 📉"
X Link @alojoh 2025-10-21T17:40Z 50.7K followers, 70.7K engagements
"Wow Grok calls Gavin Newsom an Opportunistic partisan demagogue. Accurate"
X Link @alojoh 2025-10-22T04:11Z 50.7K followers, 8197 engagements
"General Motors' operating income plunged XX% year-over-year in Q3 dropping from $XXXX billion last year to $XXXX billion this year. 😬"
X Link @alojoh 2025-10-22T07:04Z 50.7K followers, 7097 engagements
"Wow Swedens leniency for rape goes back to anonymous judges Sweden hands out very small punishment if the rape was short"
X Link @alojoh 2025-10-22T10:22Z 50.7K followers, 9988 engagements
"Tesla's R&D spent exceeds for the first time $XXX billion in a single quarter. Third quarter R&D spend came in at $1630 million after the prior all-time high of $1589 million in Q2 2025"
X Link @alojoh 2025-10-22T20:15Z 50.7K followers, 5836 engagements
"Tesla's EPS came in at $XXXX Wall Street expected $XXXX (error 12%) My estimate was $XXXX (error 8%) Tesla's restructuring charges of $XXX million explain XXX% of my estimation error. Adjusting my estimate for this charge (net of tax shield) would have lowered my EPS estimate from $XXXX to $0.50"
X Link @alojoh 2025-10-22T20:53Z 50.7K followers, 15.7K engagements
"🔥Breaking: Tesla's cumulative free cash flow has exceeded $XX billion for the first time. This means Tesla has generated nearly as much capital as Rivian has lost"
X Link @alojoh 2025-10-22T21:16Z 50.7K followers, 260.6K engagements
"@TeslaBoomerPapa @elonmusk I would make myself available if he asked. Probably also the only role for which I would emerge out of obscurity. I accept XXX% stock deferred"
X Link @alojoh 2025-10-23T08:58Z 50.7K followers, XXX engagements
"@grok @vonderleyen .@grok how much money has the EU transferred to Russia for oil and gas since the was in Ukraine started. Who was the most senior EU official during this time in the EU"
X Link @alojoh 2025-10-23T11:20Z 50.6K followers, 1544 engagements
"Here is why Tesla's Q3 EPS actually beat consensus estimates Tesla had about $XXX billion of one-off negatives in its Q3 earnings ALL OF WHICH Tesla didn't adjust for These include: 1) Restructuring charges: $238M 2) Legal charges: $151M 3) Very high effective tax rate (29% vs XX% last year): $137M 4) there is more but disclosure is too limited - hence not included Key point: Tesla does not take out restructuring charges from non-GAAP (adjusted) EPS unlike most companies For this reason adjusting Tesla's adjusted EPS which only adjustes for bitcoin and SBC Tesla's adjusted EPS would have been"
X Link @alojoh 2025-10-23T17:17Z 50.7K followers, 28.4K engagements
".@grok which American billionaire was most likely to donate $XXX million to the current administration to cover military personnel expenses during the ongoing government shutdown Name the top XX most likely billionaires. Consider past philanthropic contribution patterns public statements vis a vis the military potential military career history both directly or through family and political affiliation"
X Link @alojoh 2025-10-24T01:39Z 50.7K followers, 22K engagements
"If youre a billionaire: you can ride your billion dollar super yacht all year long but thats real baller move 👇"
X Link @alojoh 2025-10-24T01:57Z 50.7K followers, 18.3K engagements
"This is a financial deep dive into TSMC the worlds leading chipmaker and primary supplier to Nvidia"
X Link @alojoh 2025-10-21T09:24Z 50.7K followers, 13.1K engagements
"Also lower Chinese production costs filter through as reduced input prices for U.S. firms while subdued demand depresses commodity prices"
X Link @alojoh 2025-10-23T15:28Z 50.7K followers, XX engagements
"Wow Tesla's EV business is 12x larger than Ford's. @elonmusk @jimfarley98 Ford reported $XXX billion in pure EV revenue. Tesla reported $XXXX billion in pure EV revenue"
X Link @alojoh 2025-10-24T03:30Z 50.7K followers, 9306 engagements
"I think Elon did a great job during yesterday's earnings call. I say this with the utmost respect for him (I know my cockroach place). Weakness in the stock wasn't his fault. Obviously a few traders tried to play but investors should not be distracted by this noise. They should view the numbers and what Elon said quite positively. I'll be sharing a financial deep dive in a few hours with all and you'll see for yourself"
X Link @alojoh 2025-10-23T07:03Z 50.7K followers, 38.9K engagements
"Jim Cramer gets it 👇 I'd like to highlight a few things. Tesla's updated mission statement under Elon: Tesla's new mission is to create "sustainable abudance". 🔥 I'd also like to remind everyone that the humanoids craze we are currently witnessing was ushered in by Elon. When Elon first presented the idea the 'smart' people thought it was silly. Fast forward a few eyars: hundreds of companies globally work feverishly on humanoids and thousands more in the supply chain. Industry titans like Jensen Huang think that humanoids are most likely "the only type of robot" which can work since it is"
X Link @alojoh 2025-10-24T03:16Z 50.7K followers, 8590 engagements
"Hi narco terrorists if your boss asks you to ship something to the U.S. you should do two things: 1) Buy life insurance; 2) Ask for a giant raise"
X Link @alojoh 2025-10-24T08:42Z 50.7K followers, 12K engagements
"@RealJimChanos Adding to Jeff: and how many Megapacks is Hyundai selling James products Tesla sells at XX% margin"
X Link @alojoh 2024-11-01T12:41Z 50.6K followers, 3747 engagements
"Remember January when all these super investors told you Nvidia would never recover from Deepseek: "Deepseek is a game changer" they told you. 🤦♂ You also remember those great investors telling you Nvidia revenue was fake and all Singapore bookings were hidden China sales Wrong. You remember those investors telling you that Nvidia's Coreweave investment was reason to sell Nvidia in the $110s Also wrong. Stop listening to Nvidia pump and dumpers and conflicted investors who just talk their book like Scamath @chamath"
X Link @alojoh 2025-06-25T19:11Z 50.6K followers, 16.5K engagements
"Another calm day in global automotive: "Nissan to close flagship plant Stellantis postpones Dodge Hornet production Volvo delays EX90 launch""
X Link @alojoh 2025-07-15T12:00Z 50.6K followers, 11.6K engagements
"Hi polyglot speaking here: best way to study any language is A) 'situational' learning. The way I would explain it is that the brain connects vocabulary with situations. For example if you always study words at your desk your brain connects the words with that situation (at your desk in your room calm environmet - highly artifical situation relative to language) and hence won't be able to retrieve them in the real world situation at least not fast enough. Learn words in applicable situation. When you mix up words use nmemonics. B) Second always learn new words in set phrases and ideally in"
X Link @alojoh 2025-09-01T07:15Z 50.6K followers, 3.1M engagements
"News: Warren Buffett sold his remaining BYD shares. @BYDCompany What happened X. Despite selling over X million vehicles annually BYD is still cash flow negative as my research shared on X showed and forced the company to raise a record $XXX billion in equity capital in March. X. Historically reported positive free cash flow was achieved via hidden supplier financing: BYD kept increasing supplier payment terms (ie did not pay suppliers and avoided cash outflows) from XXX days (Q2'20) to XXX days (Q2'25). X. I estimate the capital gap amounts to approximately $XX billion (required amount to"
X Link @alojoh 2025-09-22T06:57Z 50.7K followers, 237.4K engagements
"I hope it goes to zero. @netflix"
X Link @alojoh 2025-10-03T09:04Z 50.6K followers, 12.8K engagements
"Who is next Car company CEO's gone Henrik Fisker (Fisker/bankrupt) Peter Rawlinson (Lucid) Carlos Tavares (Stellantis) Herbert Diess (VW Group) Makoto Uchida (Nissan) Jim Rowan (Volvo) Luca de Meo (Renault)"
X Link @alojoh 2025-10-06T13:41Z 50.6K followers, 12.9K engagements
"EOS Energy's share price soared XXX% over the last 12-months. Is it still a good buy or has this ship sailed The attached thread for investors tries to answer this question"
X Link @alojoh 2025-10-07T13:46Z 50.6K followers, 26.4K engagements
"In case you missed it here is a list of some of the research I shared with investors this week: X. Tesla deep dive financial outlook (50 pages) X. EOS Energy deep dive (36min video / XX pages) X. Tesla Q4 deliveries deep dive (45 markets covered) X. China EV Q4 market EV demand indicators (by main models) X. April 2025 market selloff study X. How TSLA trades around key events X. Trends in FED rate cut expectations Enjoy your weekend reading"
X Link @alojoh 2025-10-11T07:04Z 50.6K followers, 17.2K engagements
"News: Wall Street increases Tesla Q3 2025 earnings estimates by 8%. Consensus increased since deliveries from $XXXX to $XXXX currently. That's an increase of 8%"
X Link @alojoh 2025-10-12T18:34Z 50.6K followers, 20K engagements
"I analyzed Tesla's last XX quarters examining the impact of delivery announcements on share price the stock's performance between the delivery release and the day before earnings (the current period) and the effects of earnings reports. This analysis incorporates both quantitative and qualitative factors including management announcements. Here are my findings"
X Link @alojoh 2025-10-13T08:32Z 50.6K followers, 12.8K engagements
"News: Tesla Earnings Estimates Jump XX% In the last XX days (following Teslas Q3 delivery and deployment report) Wall Street consensus earnings estimates have climbed from $XXXX to $XXXX per share a XX% increase. Analyst sentiment is turning increasingly bullish. Today Evercore joined the wave of upgrades raising their price target from $XXX to $XXX. As expected called it (Receipts attached.)"
X Link @alojoh 2025-10-13T14:29Z 50.6K followers, 26.6K engagements
"This is wild: Since Lucid @LucidMotors launched in Germany just XX months ago (June 2023) it has sold only XX cars to private buyers. The rest All to businesses. That means a staggering XX% of Lucids German sales went to commercial buyers. No private demand. No buzz. Just fleet sales"
X Link @alojoh 2025-10-13T15:04Z 50.6K followers, 23.5K engagements
"Ouch Mercedes Ford Stellantis (Peugeot/Citroen) Renault and Nissan go on trial over emissions cheat claims. All five automakers deny the accusations. The main trial is due to conlcude in December but legal arguments will not be heard until March 2026"
X Link @alojoh 2025-10-13T16:16Z 50.6K followers, 12K engagements
"@SpaceX @Starlink I wonder when youll openly admit to compete with telcos"
X Link @alojoh 2025-10-14T03:23Z 50.6K followers, 35.6K engagements
"TOLD YOU SO ALERT Moodys just slapped Stellantis with a negative outlook translation: a credit downgrade is coming in the next XXX months. Back in 2023 I warned that Stellantis record-breaking free cash flow was a COVID mirage a one-time sugar high from offloading stale inventory during the supply crunch. I said: once supply chains normalize the cracks would show nobody wants these uncompetitive vehicles. That glut of inventory didnt magically disappear. It got masked by the chaos. Wall Street didnt listen. The stock kept ripping higher. Fast forward the bubble popped just like I predicted."
X Link @alojoh 2025-10-14T07:03Z 50.6K followers, 14.3K engagements
"BREAKING: General Motors issues profit warning - $XXX billion hit from EV overcapacity. @GM GM just filed a form 8-K informing that it "approved charges of $XXX billion in GM North America in the three months ended September XX 2025". GM expects it will be unable to sell its EVs after policy changes. This $XXX billion charge comes only XX months after GM recognized $X billion in charges in China. It is true what Biden said: "Mary you led and it matters." We are surprised to find out that he meant 'write-off'. GM shareholders and employees should be proud of their incredible leader @mtbarra"
X Link @alojoh 2025-10-14T12:46Z 50.6K followers, 211.8K engagements
"General Motors @GM booked $7170 million in write-offs and other restructuring charges in the last 12-months the company's SEC filings show. Here is a breakdown: $4010 million China JV restructuring $1600 million NA EV segment restructuring $XXX million Buick dealer restructuring $XXX million Cruise restructuring $XXX million "Other" restructuring $XX million GMI plant wind down Do you still wonder why GM's PE ratio is so low"
X Link @alojoh 2025-10-15T02:55Z 50.6K followers, 8958 engagements
"This is an in-depth financial analysis of General Motors (@GM). Ill be sharing an updated breakdown following GMs Q3 earnings release next week on October XX 2025. *** Total revenue decreased in Q2 2025 (1.8)% year-on-year to $XXXX billion. Trailing 12-months total revenue decreased (0.4)% to $XXXXX billion from $XXXXX billion at the end of the previous quarter"
X Link @alojoh 2025-10-15T03:18Z 50.6K followers, 7868 engagements
"Despite the Forecast's significant projected earnings growth GM currently trades X% above GM's last 12-months median PE ratio of 5x. Note: Market Data not Updated Market Data As Per Date Shared With Investors After GM's Q2 Earnings Release"
X Link @alojoh 2025-10-15T03:18Z 50.6K followers, XXX engagements
"In the last 12-months General Motors became increasingly expensive relative to its projected earnings outlook currently approaching the local November 2024 high the stock defended only briefly due to December 2024 FED selloff and the global tariffs. Note: Market Data not Updated Market Data As Per Date Shared With Investors After GM's Q2 Earnings Release"
X Link @alojoh 2025-10-15T03:18Z 50.6K followers, XXX engagements
"Shocking news: General Motors @GM pressures suppliers into legal dependency and wants to dictate prices. General Motors (GM) has added a "Program Extension Clause" to its supplier purchase orders giving the company the unilateral right to extend contracts indefinitely with six months' notice. This new clause also allows GM to unilaterally determine pricing for extended terms if the parties cannot agree. The change which applies to new and amended contracts from September XX 2025 has drawn criticism from suppliers concerned about the loss of traditional fixed-term contracts and the potential"
X Link @alojoh 2025-10-15T07:16Z 50.6K followers, 32.4K engagements
"Something strange is happening in Germanys EV market. @VWGroup @MercedesBenz @BMWGroup Official data shows that XX% of all new EVs in 2025 (to August) were registered by car companies themselves. Thats nearly double the rate for non-EVs where just X% were self-registered. And this isnt just business as usual. Last year only X% of EVs were self-registered (so broadly comparable with non-EVs) This years XX% share marks a XX% increase in the self-registration rate. Meanwhile non-EVs stayed flat: X% this year vs X% last yeara marginal change. Heres what that looks like in raw numbers: 45776 EVs"
X Link @alojoh 2025-10-15T11:42Z 50.6K followers, 72.7K engagements
"ASML the worlds leading manufacturer of semiconductor fabrication equipment said today they expect to grow in 2026 and expect a "very strong" Q4. ASML is upstream AI infrastructure and thus this is a positive for Nvidia/TSMC. "On the market side we have seen continued positive momentum around investments in AI and have also seen this extending to more customers both in leading-edge Logic and advanced DRAM. On the other hand we expect China customer demand and therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025. ""
X Link @alojoh 2025-10-15T16:04Z 50.6K followers, 7524 engagements
"@Asmongold @nyaraVT Asmongold 24k likes vs 5.9k likes. The majority has spoken and declared Asmongold as the winner over the vocal minority. Please note: a reply is disadvantaged vs a main post in terms of likes hence AG wins by over X to 1"
X Link @alojoh 2025-10-16T07:30Z 50.6K followers, 42.8K engagements
"Wow Vinfast the Vietnamese EV maker has $XXX billion in NEGATIVE equity on its balance sheet. The only other automaker globally with negative equity is NIO. Vinfast lost $XXX million in the second quarter alone. Vinfast's negative equity is driven by ongoing massive negative free cash flow causing the company to accumulate over $XX billion in losses"
X Link @alojoh 2025-10-16T08:36Z 50.6K followers, 9387 engagements
"Yes because you can't have cables sitting around at night. That's a big issue for EV adoption. Vinfast's car sales are almost entirely in Vietnam and require heavy government support. VFS' founder is well connected so he might get ongoing support for a little while longer but it's doomed"
X Link @alojoh 2025-10-16T09:10Z 50.6K followers, XXX engagements
"This is an in-depth analysis of Xiaomi one of China's most competitive EV manufacturers and a global leader in smartphones. At the time of this post Xiaomi is trading at HKD XXXXX. When I first published this analysis the stock was at HKD XXXXX following a XXX% surge over the past yearwith every major analyst rating it as a Buy or Hold. ⚠ This is a serious no-fluff deep dive for dedicated investors. Runtime: XX minutes"
X Link @alojoh 2025-10-16T13:28Z 50.6K followers, 22.4K engagements
"Barclays raised today its TSLA price target from $XXX to $350"
X Link @alojoh 2025-10-16T18:06Z 50.6K followers, 8502 engagements
"@GavinNewsom @realDonaldTrump .@grok how have house prices developed in California during Gavin Newsoms governorship"
X Link @alojoh 2025-10-17T02:28Z 50.6K followers, 7535 engagements
"Xiaomi (MCap $XXX billion) got a rough month: stock is down 21%. @Xiaomi Q3 results one month out"
X Link @alojoh 2025-10-17T12:44Z 50.6K followers, 5048 engagements
"Wow Grok is really not happy with @ZohranKMamdani. It takes a lot to p* off an AI"
X Link @alojoh 2025-10-17T13:59Z 50.6K followers, 9959 engagements
"@elonmusk .@grok given Elons comment provide some examples what now creates a most viral post"
X Link @alojoh 2025-10-18T18:34Z 50.6K followers, 7419 engagements
"AfD is now Germany's largest party"
X Link @alojoh 2025-10-18T19:20Z 50.7K followers, 1.3M engagements
""Trump's makes automakers eligible for a credit equal to XXXX% of the suggested retail price for U.S. assembled vehicles through 2030 to offset import tariffs on parts." My preliminary estimate (have to do more work) is that this could provide Tesla with a 50bps gross margin benefit"
X Link @alojoh 2025-10-19T05:42Z 50.6K followers, 28.9K engagements
"@elonmusk @grok @grok why no answer"
X Link @alojoh 2025-10-19T07:13Z 50.6K followers, 5561 engagements
"NIO's sales in Germany have been exceptionally low even though NIO's vehicle range on offer comprises X different models. Despite the significant line up NIO sold only a total of XX vehicles in September. A comparison with a comparable Chinese automaker Xpeng shows that other Chinese players do much better in the German market. This forced NIO management to take action and the X% leasing rate even though very costly is a reflection of the precarious situation: NIO needs sales no matter the cost to keep the growth story alive"
X Link @alojoh 2025-10-21T03:55Z 50.6K followers, 3535 engagements
"Chamath created the best performing SPACsoh wait 😬 .@grok how have Chamaths SPAC deals performed for investors who bought from him relative to the performance of the S&P500 Specifically have most underperformed or outperformed the S&P500 Based on your results should investors trust Chamath advise or seek other investments"
X Link @alojoh 2025-10-21T09:50Z 50.7K followers, 13.3K engagements
"@grok @chamath Would you recommend investors listen to Chamath based on his SPAC performance track record"
X Link @alojoh 2025-10-21T09:52Z 50.6K followers, 1306 engagements
"News: Rivian stock downgraded to sell price target lowered from $XX to $XX by Mizuho. The same so called "Top" analyst raised his PT just last month from $XX to $XX. 🤡 (when he increased his PT to chase the share price to game his tipranks ranking) Rivian currently at $13.08"
X Link @alojoh 2025-10-21T11:08Z 50.6K followers, 7462 engagements
"@janrosenow @timforeuk .@grok how much have average electricity prices increased in the EU since the year 2000"
X Link @alojoh 2025-10-21T11:46Z 50.6K followers, 1694 engagements
"News: General Motors' net income decreased XX% year-over-year to $1327 million. After the first nine months 2025 is down XX% compared to the same period in 2024. Despite the drop in net income GM's share price is rallying on the prospect of lower EV losses in 2026"
X Link @alojoh 2025-10-21T12:15Z 50.6K followers, 5426 engagements
""My wife used to work in the suppl chain of honda indonesia and is still not believing me that they are bound to go bankrupt.cause "they got the biggest market in south east asia". Just show your wife this chart: Volume is a * metric. Cash flow is literally where the money is. *bmud"
X Link @alojoh 2025-10-21T12:22Z 50.6K followers, 12.4K engagements
""Volkswagen is preparing to suspend production of major models including the Golf at its Wolfsburg plant due to shortages in semiconductor supplies Bild reported on Tuesday citing sources in the supplier industry." Seriously Chip supply issues in October 2025 I thought we left that problem behind for the last X years"
X Link @alojoh 2025-10-21T13:44Z 50.6K followers, 17.9K engagements
"GM soars almost 14%. Market is betting on GM shedding most of its EV business which was deeply loss-making boosting 2026 results. Meanwhile Tesla is about to disrupt the NA car market with a "nap" feature"
X Link @alojoh 2025-10-21T14:07Z 50.6K followers, 35.4K engagements
"GM kills BrightDrop electric vans"
X Link @alojoh 2025-10-21T14:08Z 50.6K followers, 4919 engagements
"GM keeps rallying further. Stock up nearly XX% and marks one of GM's best trading days in a decade. Investors rush into the stock on the following bet: 1) GM largely abandons EVs resulting in billions saved. 2) Elimination of credits saves GM billions in fines. 3) Higher share of higher margin vehicles: more $$$. 4) Tariffs shield large US market from new competition. Needless to say that this will likely become the near-term Wall Street narrative. The net effect is that analysts will be raising their GM PTs and EPS estimates. I expect a period of approximately quarters (more research on this"
X Link @alojoh 2025-10-21T15:53Z 50.6K followers, 11.9K engagements
"I asked Grok what qualified Sean Duffy to run NASA "Duffy lacks a traditional scientific engineering or aerospace background but his qualifications stem primarily from his extensive political legal and governmental leadership experience which sources indicate were prioritized for aligning with and executing the president's space policy vision." "Duffy's appointment appears driven by his political alignment with Trump ability to implement executive priorities (e.g. accelerating lunar missions and challenging contracts like SpaceX's Artemis role) and experience managing large federal"
X Link @alojoh 2025-10-21T15:59Z 50.6K followers, 6084 engagements
"My view on what is really going on with Sean Duffy @SeanDuffyWI . I think Sean Duffy's Fox news appearance (Trump's favourite show) was not a coincident. Duffy likely 'placed' this interview to mark his claim to become the permanent NASA administrator. The timing would be perfect. His messaging was likely crafted to win maximum brownie points from the big boss in order to beat Jared Isaacman @rookisaacman who is also in the running for NASA administrator. Folks all the rest makes no sense. I don't think Sean gives two * about NASA. If you read up about his career and progress you can see he"
X Link @alojoh 2025-10-21T17:17Z 50.6K followers, 11.5K engagements
"@GavinNewsom .@grok do a full speech analysis of Gavins post and list all rhetorical devices used"
X Link @alojoh 2025-10-21T17:23Z 50.6K followers, 1963 engagements
"Bond yields keep dropping. This means lower borrowing cost for the government"
X Link @alojoh 2025-10-21T17:55Z 50.6K followers, 6042 engagements
"@grok @GavinNewsom Why is Gavins post then criticising the demolition efforts"
X Link @alojoh 2025-10-22T04:07Z 50.6K followers, 8731 engagements
""VW says production pauses planned denies chip crunch as reason""
X Link @alojoh 2025-10-22T05:27Z 50.6K followers, 7220 engagements
""Volkswagen said on Tuesday it was preparing to pause production of two key models but denied any connection with a stand-off over chipmaker Nexperia putting pressure on supply chains. Pauses in production of the Golf and Tiguan models this week have been "long planned" to deal with inventory matters coinciding with the autumn holidays a spokesperson told Reuters." "inventory matters" = excess supply Just as I had predicted folks"
X Link @alojoh 2025-10-22T05:29Z 50.7K followers, 7068 engagements
"@steveharvey2001 @colorfullllove Why only VW Why arent others"
X Link @alojoh 2025-10-22T06:06Z 50.6K followers, XXX engagements
"@Jhawkins_nz @ethanmckanna Uber has no loyalty People use Uber bc its cheap Once someone cheaper shows up customers move on"
X Link @alojoh 2025-10-22T08:29Z 50.6K followers, XX engagements
"If we showed 2020 what FSD can do today it would look insane to them"
X Link @alojoh 2025-10-22T10:01Z 50.6K followers, 9578 engagements
"@BillAckman @CurtisSliwa Just make a deal with him to drop out then. It will be jump change for you. Ask a few pals to add and its a no-brainer. Sometimes its just better to solve these things the old fashioned way"
X Link @alojoh 2025-10-22T10:27Z 50.7K followers, 14.5K engagements
"@rohanpaul_ai If I was ASML I would build them so that anyone who doesnt know certain tricks during disassembly destroys them irrecoverably. This is what may have happened since its an obvious design strategy in something as critically important as their machines"
X Link @alojoh 2025-10-22T10:55Z 50.7K followers, 8345 engagements
"@elonmusk Yes would be too easy to convince him of not smart solutions which would end up being very expensive. We see the same in all large projects being run by people who do not understand the engineering. Massive cost overruns is the norm"
X Link @alojoh 2025-10-22T15:18Z 50.7K followers, 8367 engagements
"This chart shows non-GAAP adjustments General Motors' applies to earnings. The positive numbers show add-backs. Let me explain: when GM incurs costs which GM considers not ongoing (like restructuring charges) GM takes them out (ie adds them back or makes number bigger). This add-back to GAAP earnings resulted in non-GAAP earnings which were higher: In 2022 by $XXX billion In 2023 by $XXX billion In 2024 by $XXX billion In 2025 YTD by $XXX billion This begs the question: how can anyone trust GM's non-GAAP outlook if there is EVERY year a large gap between GAAP and non-GAAP numbers It's easy to"
X Link @alojoh 2025-10-22T17:37Z 50.7K followers, 4506 engagements
"Tesla booked $XXX million in restructuring charges"
X Link @alojoh 2025-10-22T20:22Z 50.7K followers, 16.2K engagements
"Tesla's deferred revenue increased to a new all-time high of $XXX billion as of September 2025 implying a $XXX billion sequential increase from $XXX billion as of June 2025"
X Link @alojoh 2025-10-22T20:24Z 50.7K followers, 10K engagements
"@mars77200 Yes. Restructuring charges are usually mostly taken upfront (90%+). Samll residuals only if something was drawn out for some reason. Often it's XXX% in the quarter. Hence I don't expect any meaningful amount in Q4"
X Link @alojoh 2025-10-22T21:05Z 50.6K followers, 1029 engagements
"Deflation in China in principle exerts primarily disinflationary pressure on the U.S"
X Link @alojoh 2025-10-23T15:28Z 50.7K followers, 6178 engagements
"This downward pressure on U.S. inflation despite tariffs would increase the pricing-in of lower rates and would be stock market positive until the sentiment switches"
X Link @alojoh 2025-10-23T15:28Z 50.7K followers, 2786 engagements
"I am glad I bought the s* dip. This was one of the d* dips I have seen and I study the company since IPO"
X Link @alojoh 2025-10-23T17:21Z 50.7K followers, 15.4K engagements
"Ex- Stellantis CEO Carlos Tavares writes in his just released book about the most obvious 'secret' in the auto industry: One possible scenario and there are many others could be a Chinese manufacturer one day making a bid for the Europe business with the Americans taking back the North America operations. Ex M&A banker speaking: under the current geopolitical parameters splitting Stellantis into its North America (NA) and non-NA business is quite obvious. However there are a number of key problems: 1) The non-NA business is extremely underperforming. It would be a fire sale. 2) Even the"
X Link @alojoh 2025-10-24T02:56Z 50.7K followers, 11.3K engagements
"Well at least legendary investor Gary Black didn't fall for Rivian.oh wait.😬 I guess Gary was distracted at the time since he was busy telling @elonmusk how to run Tesla"
X Link @alojoh 2025-10-24T06:11Z 50.7K followers, 17.6K engagements
"In this new COMPUTEX 2025 keynote Nvidia's CEO makes an important argument for why humanoid robots are likely the only universal type of robot that will work: "the reason for that is because technology needs scale. Most of the robotic systems we've had so far are too low volume and those low volume systems will never achieve the technology scale to get the flywheel going far enough fast enough so that we are willing to dedictate enough technology into it to make it better""
X Link @alojoh 2025-05-19T05:36Z 50.7K followers, 19.7M engagements
"In this thread I want to give you an idea just how insane the current government spending is and how far we drifted away from any sustainable fiscal spending. This is all based on reported numbers and there are no assumptions/forecasts. In the current fiscal year the government already spent $4159 billion. This is for the first X months and the fiscal year ends in September. The latest available data is as of April. The already accrued deficit amounts to over $X trillion: $1049 billion. You can see in the chart how net interest expense has become the #2 largest spending category at $579"
X Link @alojoh 2025-06-06T17:51Z 50.6K followers, 22.9M engagements
"News: Chinese automaker Changan plans IPO of its EV brand Avatr Avatrs submission of its Hong Kong IPO application is expected as early as October and targets a listing by Q2 2026. Recent Chinese automakers capital raises include: BYD $XXX billion in March 2025 NIO $XXX billion in September 2025 Chery $XXX billion (IPO in two days) Makes one wonder what is driving this rush to raise equity 🤔"
X Link @alojoh 2025-09-23T02:00Z 50.6K followers, 7490 engagements
"News: Tesla outsells Mercedes Benz Group for the first time Mercedes reported 441500 car sales in the third quarter. Tesla reported 497099 sales. This implies Tesla sold 55599 vehicles more than Mercedes. Tesla sold XXXX% more vehicles. In the third quarter Mercedes' car sales decreased by XXXX% year-over-year while Tesla's car sales increased by XXX% year-over-year. @MercedesBenz @Tesla @elonmusk Congrats Tesla/Elon Mercedes made its first car in 1901. Tesla did in 2004"
X Link @alojoh 2025-10-07T18:33Z 50.7K followers, 1.3M engagements
"In March 2016 Elon unveiled the Tesla Model X promising an affordable electric vehicle starting at $35000. @Tesla When adjusted for inflation that original target equates to approximately $47617 in today's dollars. Yet Tesla has significantly overdelivered on this promise: the new Standard Model X launched yesterday at a starting price of $36990 (unsubsidized) comes in XX% below that inflation-adjusted figure. @larsmoravy Put another way in 2016 dollars this latest Model X would only cost about $27189"
X Link @alojoh 2025-10-08T07:40Z 50.7K followers, 14.6M engagements
"Who is buying cars in Germany Are consumers really buying these cars Not exactly. In Germany the vast majority of Volkswagen Audi BMW and even BYD vehicles arent being bought by actual people. % of New Cars Bought by Private Individuals: Mercedes-Benz: XX% BMW: XX% Volkswagen: XX% Audi: XX% BYD: XX% That means up to XX% of these new cars are sold to: Fleet buyers Leasing companies Rental agencies Corporate customers So who's really driving demand This isn't just trivia it's a red flag for investors"
X Link @alojoh 2025-10-13T19:57Z 50.6K followers, 32.6K engagements
"For sharing this type of data BYD blocked me. Please share/like to get the truth out"
X Link @alojoh 2025-10-16T11:11Z 50.6K followers, 9051 engagements
"You have to decide for yourself but I can tell you what I told my mom recently: I am not a great fan of the AfD and find their leadership at best mediocre but I rather take my chances with them than risk more years under completely misguided parties which appear unable to move on from failed policies of the past. They (AfD) cant be much worse than them (parties in power right now)"
X Link @alojoh 2025-10-20T04:42Z 50.7K followers, 21.9K engagements
"Wow Elon just killed Signal @signalapp"
X Link @alojoh 2025-10-20T10:08Z 50.7K followers, 68.7K engagements
"This Tesla FSD community tracker shows for the first time XXX% drives with no critical disengagement in ALL conditions v14 is off to a great start. Obviously we need more data but it's good to see. I think at this point it has become entirely pointless to watch FSD videos since the software has become so good that watching FSD videos won't provide a sense of the car's capabilities anymore. Some testers reported consistently "zero disengagement drivers" since v12 somehow. 🤔 Source: teslafsdtracker"
X Link @alojoh 2025-10-20T15:37Z 50.7K followers, 43.3K engagements
"Waymo again under investigation "The U.S. National Highway Traffic Safety Administration (NHTSA) said on Monday it has opened a preliminary probe into about 2000 Waymo self-driving vehicles after reports that the company's robotaxis may have failed to follow traffic safety laws around stopped school buses." The incident involved an autonomous vehicle operating without a safety driver prompting Waymo to implement new safety updates. This marks NHTSAs third investigation into Waymos autonomous systems citing a high likelihood of similar incidents amid the companys rapid expansion"
X Link @alojoh 2025-10-20T17:38Z 50.7K followers, 15.6K engagements
"@CAgovernor .@grok what is Gavins track record of defending the constitution Did his actions as governor strengthen or weaken fair elections in California"
X Link @alojoh 2025-10-22T03:45Z 50.7K followers, 3878 engagements
"@thorstenbenner .@grok is the shutdown entirely due to chip shortages or has VW seen signs of weakening demand What is more likely a production stop purely due to chip shortages or rather a combination of chip shortages and demand weakness"
X Link @alojoh 2025-10-22T03:47Z 50.7K followers, 9797 engagements
"@GavinNewsom .@grok is it normal to see some demolition of existing structures when there is a new extension of a building"
X Link @alojoh 2025-10-22T04:05Z 50.7K followers, 100.6K engagements
"Hi Elon @elonmusk during tonight's earnings call a lot of people depend on you. Please avoid talking about the next two quarters. If analysts try and force you to talk about them DON'T. You talked about it last time so there is no need to repeat it. Seasonal and other effects are well understood. Keep them focused on H2 of 2026. If absolutely unavoidable just say something like "there may be challenges but we are expecting a significant earnings uptick once we start rolling out in large numbers our AI products" or something along these lines. I know it's semantics but semantics do matter."
X Link @alojoh 2025-10-22T07:50Z 50.7K followers, 109K engagements
"The average vehicle sold by General Motors' China business amounts to $11794 per vehicle (in Q3 2025). GM's China JVs (the "JVs") generated $XXXX billion in revenue and generated $XXX million in profits. That's a net income margin of 2.35%. In the last X years GM's JVs generated $XXXXX billion in revenue and $XXXX billion for GM. This implies a long term net income margin of 0.61%. The low net income margin is caused by periodic large losses incurred in China. For example: Q4 2024: $3742 million Q3 2024: $XXX million Q2 2024: $XXX million Q1 2024: $XXX million Q2 2022: $XXX million"
X Link @alojoh 2025-10-22T11:55Z 50.7K followers, 6982 engagements
"General Motors' share price is up over XX% since Monday (two days ago). This analysis is review of GM's third quarter results. Outlook will follow"
X Link @alojoh 2025-10-22T19:05Z 50.7K followers, 2411 engagements
"Breaking: Tesla Will begin production at Megafactory Houston in 2026 with up to XX GWh per year of manufacturing capacity"
X Link @alojoh 2025-10-22T20:06Z 50.7K followers, 11.5K engagements
"Breaking: Tesla's cash balance exceeds for the first time $XX billion. Tesla's total cash and cash equivalents at $XXXX billion as of September"
X Link @alojoh 2025-10-22T20:10Z 50.6K followers, 16.1K engagements
"Tesla's gross profit of $5054 million in Q3 was the largest in the last XX quarters. One has to go back to the record Q4 2022 for a higher quarterly gross profit. Q4 2022 came in at $5777 million and marked the all-time high"
X Link @alojoh 2025-10-22T20:34Z 50.7K followers, 6470 engagements
"Elon just now: "Optimus is the infinit money glitch" 😅"
X Link @alojoh 2025-10-22T22:21Z 50.7K followers, 13.6K engagements
"I concur with @BillAckman that @CurtisSliwa is most likely guilty as charged. From a game theory perspective it makes no rational sense for him not to try to clear his name if he were innocent"
X Link @alojoh 2025-10-23T15:20Z 50.7K followers, 8133 engagements
"However severe deflation risks global financial instability or trade frictions though the net effect remains downward pressure on U.S. inflation despite tariffs"
X Link @alojoh 2025-10-23T15:28Z 50.7K followers, 2763 engagements
"News: Rivian lays off X in every XX employees before the R2 launch 🤔"
X Link @alojoh 2025-10-23T15:32Z 50.7K followers, 9272 engagements
"@elonmusk Perhaps take a close look at your mothers. Youd be the most obvious target of them all"
X Link @alojoh 2025-10-23T15:35Z 50.7K followers, 8707 engagements
"Tesla up X% since today's low recovering all loses. As I said earlier Elon did a good job yesterday and investors vote with their money. I just hope they also vote their shares in November"
X Link @alojoh 2025-10-23T16:41Z 50.7K followers, 17.6K engagements
"Tesla's CFO made an important point during yesterday's earnings call: "Unlike our competitors our robotaxi fleet blends in the markets we operate in since they don't have extra sensor sets or peripherals which make them stick out. This is an underappreciated aspect of our current vehicle offerings which are all designed for autonomous driving. We feel that as people experience the supervised FSD at scale demand for our vehicles like Elon said would increase significantly." Let's isolate the key bit: "as people experience the supervised FSD at scale . demand for our vehicles . would increase"
X Link @alojoh 2025-10-23T17:02Z 50.7K followers, 41.3K engagements
"NEWS: Fords EV Losses Deepen. Second-Largest Quarterly Deficit on Record Ford has reported an EV segment loss of $XXXX billion for Q3 its second-largest quarterly loss ever surpassed only by Q4 2023. With this latest result Fords cumulative EV losses now exceed $XX billion based on the companys disclosed financials. By global comparison this positions Ford as the second most loss-generating EV manufacturer worldwide behind only Rivian whose cumulative losses have surpassed $XX billion. The figures underscore the ongoing financial strain traditional automakers face in scaling EV operations"
X Link @alojoh 2025-10-24T02:35Z 50.7K followers, 16.2K engagements
"I think the best leading indicator for Tesla FSD adoption is how many miles people who own it drive it daily since: 1) If people were unhappy they would drive it less and fewer people would sign up for it. 2) It's inconceivable that usage would go up if people were not happy with it since. 3) Attrition rate of existing subscribers would outpace new subscribers (since existing subscribers span all vehicle cohorts and not just current quarter). 4) Propensity to buy/sub FSD is likely vastly higher for people at time of purchase a new Tesla (at least currently). 5) I think the earliest adopters"
X Link @alojoh 2025-10-24T05:32Z 50.7K followers, 13.1K engagements
"Here is an approximative bridge of Tesla's Q3 2025 vehicle production cost. Q2 2025 cost: $35.3K +Add tariffs: $0.4K () Less volume: $(0.7)K () Net other: $(0.1)K = Q2 2025 cost: 34.9K Tesla's Q3 2025 average production cost (APC) was $34933 per vehicle. Comments made by the CFO imply that tariffs added about $XXX per vehicle (globally). Excluding tariffs APC would have been $34530. However since tariffs affect only U.S. produced vehicles the cost increase for U.S.-made vehicles was $1158 per vehicle. In Q3 2025 approximately XX% of Tesla global vehicle production was U.S.-made and about 54%"
X Link @alojoh 2025-10-24T07:38Z 50.7K followers, 6266 engagements
"@elonmusk .@grok what is the murder rate in Chicago and how does it compare with other top ten U.S. cities"
X Link @alojoh 2025-10-24T12:31Z 50.7K followers, 3330 engagements
"News: General Motors fires mare than XXX people over "business conditions" and "not their performance""
X Link @alojoh 2025-10-24T13:36Z 50.7K followers, 3885 engagements
"NIO's balance sheet equity is also negative"
X Link @alojoh 2025-10-16T08:36Z 50.6K followers, 3627 engagements
"Tesla Q3 EPS Consensus Quietly Rises XX% Since Deliveries Since the morning of October X (just before Q3 delivery numbers were released) Teslas consensus EPS estimate for Q3 has climbed from $XXXX to $XXXX a XX% increase. On that same day I shared a prediction that consensus would gradually increase in the lead-up to earnings despite this shift not showing up immediately. That prediction has now played out. I also noted that Tesla stock would likely be weak today which it is based on historical patterns and a mix of statistical and qualitative analysis. With the S&P XXX and Nasdaq down just"
X Link @alojoh 2025-10-22T15:43Z 50.7K followers, 9169 engagements
"Tesla's depreciation charge jumped to $1625 million which reflects Tesla's massive investment in AI infrastructure"
X Link @alojoh 2025-10-22T20:17Z 50.7K followers, 6758 engagements
"@ZelenskyyUa I dont understand why the EU didnt buy from the U.S. but preferred paying Russia over $XXX billion"
X Link @alojoh 2025-10-23T11:26Z 50.7K followers, 6288 engagements
"Gross margin improved to XXXX% but is down year-over-year. This is mostly driven by significant one-time benefits realized in Q3 2024. This makes Q3 2024 a poor comparable. This will become clear on subsequent slides"
X Link @alojoh 2025-10-23T14:45Z 50.7K followers, 1211 engagements
"Tesla's auto gross margin improved to 14.7%. Tesla's auto gross margin is best looked at excluding both leasing and credits. Leasing accounting creates noise. Credits do not reflect underlying vehicle profitability Hence both should be removed"
X Link @alojoh 2025-10-23T14:45Z 50.7K followers, 1172 engagements
"@rajuvamsi007 There will be 10x more info in my video"
X Link @alojoh 2025-10-23T17:44Z 50.7K followers, XXX engagements
"All-in guys using my materials 😅"
X Link @alojoh 2025-10-23T17:45Z 50.7K followers, 54.3K engagements
"News: Rivian pays $XXX million to settle IPO fraud lawsuit. .and people called me a 'hater' when I pointed out all the red flags in Rivian years ago. "Rivian . concealed that it had underpriced its EVs" 🎯"
X Link @alojoh 2025-10-24T06:08Z 50.7K followers, 31.6K engagements
"Rivian fiction VS Rivian reality"
X Link @alojoh 2025-10-24T06:34Z 50.7K followers, 8074 engagements
"@Timcast Only making it hard to find is possible but deletion is extremely difficult"
X Link @alojoh 2025-10-24T06:59Z 50.7K followers, XXX engagements
"@ChiefBeers Thanks. I realise I probably rambled a bit too much and turning this into a partial accounting class wasn't my intention"
X Link @alojoh 2025-10-24T13:48Z 50.7K followers, XXX engagements
"What company financials look to me 😅"
X Link @alojoh 2025-10-24T13:50Z 50.7K followers, 3873 engagements
"Just bought a few more to do my bit for the magical $420.69"
X Link @alojoh 2024-12-11T19:25Z 50.6K followers, 46.4K engagements
"This is the chart MSM doesn't want you to see in their "Tesla is crushed by BYD" narrative. The truth is. Tesla crushes it in China BYD's home market with just TWO models: Model Y raking in $2B+ alone more than any single BYD EV. But BYD's 30-model swarm adds up to $3.1B total revenue11.8% ahead of Tesla's $2.8B. Depth vs. breadth in the EV wars. Who's strategy wins long-term Tesla is cash flow positive. BYD is not. @Tesla @BYDCompany"
X Link @alojoh 2025-10-16T11:11Z 50.6K followers, 53.9K engagements
"@grok @ZohranKMamdani @KathyHochul Please be specific: state exact numbers of the alleged misrepresentations"
X Link @alojoh 2025-10-24T14:24Z 50.7K followers, XXX engagements
"@CARN0N Yeap Ubers death will be quick but merciless"
X Link @alojoh 2025-10-24T17:47Z 50.7K followers, XX engagements