# ![@thejefflutz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::770102124382449664.png) @thejefflutz Jeff Lutz 🔋

BYD, a Chinese EV manufacturer, is facing challenges, with some analysts and investors expressing concerns about its financial health, channel inventory, and days payable outstanding (DPO). The company's struggles have been highlighted by its recent price cuts and comparisons to Tesla, which has a strong track record of execution and a diverse range of products. Meanwhile, Tesla continues to be praised for its innovative products, including its potential for robotaxi and humanoid robots, and its ability to maintain a competitive edge in the market.

### Engagements: [------] [#](/creator/twitter::770102124382449664/interactions)
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### Mentions: [--] [#](/creator/twitter::770102124382449664/posts_active)
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### Followers: [------] [#](/creator/twitter::770102124382449664/followers)
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### CreatorRank: [-------] [#](/creator/twitter::770102124382449664/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4617 [automotive brands](/list/automotive-brands)  #4225 [finance](/list/finance)  14.58% [technology brands](/list/technology-brands)  13.89% [countries](/list/countries)  9.03% [celebrities](/list/celebrities)  4.86% [cryptocurrencies](/list/cryptocurrencies)  1.39% [social networks](/list/social-networks)  1.39% [currencies](/list/currencies)  0.69% [exchanges](/list/exchanges)  0.69%

**Social topic influence**
[tesla](/topic/tesla) #330, [ai](/topic/ai) 14.58%, [$eose](/topic/$eose) #4, [$tsla](/topic/$tsla) #58, [in the](/topic/in-the) 7.64%, [china](/topic/china) #2221, [anthropic](/topic/anthropic) #1545, [ceo](/topic/ceo) #1408, [tariffs](/topic/tariffs) 2.78%, [elon musk](/topic/elon-musk) 2.78%

**Top accounts mentioned or mentioned by**
[@poweredbyeos](/creator/undefined) [@micro2macr0](/creator/undefined) [@teslaai](/creator/undefined) [@elonmusk](/creator/undefined) [@grok](/creator/undefined) [@garyblack00](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@mcclellanosc](/creator/undefined) [@autoinautonomy](/creator/undefined) [@srvc76](/creator/undefined) [@dan_karau](/creator/undefined) [@steve_dekker](/creator/undefined) [@jimwhit48972251](/creator/undefined) [@dwl_investments](/creator/undefined) [@telsatim_all_in](/creator/undefined) [@oldmateengineer](/creator/undefined) [@mi_halb](/creator/undefined) [@tesla](/creator/undefined) [@cnbc](/creator/undefined) [@accfanto](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ServiceNow Inc (NOW)](/topic/servicenow) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Iris Energy Limited (IREN)](/topic/$iren) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Stellantis N.V. (STLA)](/topic/$stla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"4 hyperscalers report earnings this week and all of them will say they are now power constrained $EOSE $TSLA"  
[X Link](https://x.com/thejefflutz/status/2016032395070259546)  2026-01-27T06:15Z 55.5K followers, 15.3K engagements


"$EOSE : Signal recent price action. (Same weekly normalized rate as December which was when Line [--] peaked) so they have no demand but theyre just running full blast for no reason and projected GM+ exiting this quarter $EOSE 🚨 FELT DELIVERED 🚨 New felt delivery on 01/27/2026. [-----] K total. https://t.co/CZSI3bhj7R $EOSE 🚨 FELT DELIVERED 🚨 New felt delivery on 01/27/2026. [-----] K total. https://t.co/CZSI3bhj7R"  
[X Link](https://x.com/thejefflutz/status/2016519242036736206)  2026-01-28T14:30Z 55.5K followers, 16.8K engagements


"@GerberKawasaki This is for weak-minded people influenced by the same media who did the very fine people hoax virtue signaling is their measure of goodness"  
[X Link](https://x.com/thejefflutz/status/2016526982092099823)  2026-01-28T15:01Z 55.5K followers, [----] engagements


"Back is against the wall. They've turned from negative to neutral on batteries over the past year in terms of rhetoric and policy (left IRA credits in the OBBB and obliterated everything else renewable). I think they tick one more level in the direction of being pro US batteries https://twitter.com/i/web/status/2016582997567287530 https://twitter.com/i/web/status/2016582997567287530"  
[X Link](https://x.com/thejefflutz/status/2016582997567287530)  2026-01-28T18:43Z 55.5K followers, [----] engagements


"I agree w/these sentiments as a long time S & X owner also upgraded to a [----] X. However I believe the simplification could be reducing two iconic models to one not zero. There should be an option to purchase a luxury Tesla in the future CT (I own) & Roadster2 are too niche. But I dont understand all of the constraints either and respect the decision"  
[X Link](https://x.com/thejefflutz/status/2016871714374746431)  2026-01-29T13:51Z 55.5K followers, 78.8K engagements


"More blunt. Take the tariffs off of aluminum and copper right now and replace them with a tariff schedule that ramps as actual domestic supply comes on (years to do). This is outrageously poor management. @howardlutnick @RealPNavarro Aluminum basically used to cost the same in the US as it did in Europe and Japan. No more. https://t.co/tZCRXqX6uV https://t.co/5wdoYExQ0b Aluminum basically used to cost the same in the US as it did in Europe and Japan. No more. https://t.co/tZCRXqX6uV https://t.co/5wdoYExQ0b"  
[X Link](https://x.com/thejefflutz/status/2016877820476063914)  2026-01-29T14:15Z 55.5K followers, 22.2K engagements


"@birrit_b [--]. He lowered taxes in OBBB [--]. General food and drug costs are coming down but not fully solved [--]. Most favored nation drug pricing [--]. World peace: solved [--] wars and going on [--]. Brought all US hostages home from Gaza [--]. Stop a bunch of wars"  
[X Link](https://x.com/thejefflutz/status/2017147187067601256)  2026-01-30T08:05Z 55.5K followers, [--] engagements


"Yup this When Elon talks about the possibility of a future phone hes not talking about a phone at all. Hes talking about an AI device something fundamentally different from todays iPhones. No apps. No traditional OS. Purely generative. But theres a deeper layer to this. This https://t.co/sNELEirSEZ When Elon talks about the possibility of a future phone hes not talking about a phone at all. Hes talking about an AI device something fundamentally different from todays iPhones. No apps. No traditional OS. Purely generative. But theres a deeper layer to this. This https://t.co/sNELEirSEZ"  
[X Link](https://x.com/thejefflutz/status/2017272737098522763)  2026-01-30T16:24Z 55.5K followers, 14.5K engagements


"This mistake may be thinking this is Tesla the car company merging vs Tesla the energy silicon autonomous physical AI and humanoid company and that will be more clear as by the time this is consummated if true theyll have the largest Robotaxi fleet in operation by many times over and a revealed and factory-useful Optimus. Tesla will be far less known for its car hardware sales by then as a proportion of current and future sales. Thinking in todays sales and todays portfolio of product offerings terms will not be valid"  
[X Link](https://x.com/thejefflutz/status/2017309700623061267)  2026-01-30T18:51Z 55.5K followers, [---] engagements


"@SawyerMerritt @Tesla @theallinpod The new Model S/X are SO good FSD is so smooth suspension quiet ride interior new paint colors"  
[X Link](https://x.com/thejefflutz/status/2017448217034564054)  2026-01-31T04:01Z 55.5K followers, 13.1K engagements


"Every single person that is drooling over moltbook that hasnt tried Tesla Full Self Driving needs to head over to a Tesla store today and test drive one. Will be truly blown away by real world AI I have never felt a stronger glimpse of the future than this morning @moltbook This is incredible. And beyond imagination just a few weeks ago. Huge kudos to @MattPRD for thinking about a space for agents and building this. I have never felt a stronger glimpse of the future than this morning @moltbook This is incredible. And beyond imagination just a few weeks ago. Huge kudos to @MattPRD for thinking"  
[X Link](https://x.com/thejefflutz/status/2017656593110683887)  2026-01-31T17:49Z 55.5K followers, 24.4K engagements


"Aka 5% growth DoD 🤯 @Tesla_AI The $TSLA Robotaxi fleet has gained [--] more vehicles since yesterday. https://t.co/XH6LQg0QcQ The $TSLA Robotaxi fleet has gained [--] more vehicles since yesterday. https://t.co/XH6LQg0QcQ"  
[X Link](https://x.com/thejefflutz/status/2018091064251252797)  2026-02-01T22:36Z 55.5K followers, 27.5K engagements


"$EOSE : Hockey stick pipeline ramp in AI data center demand since Sept [----] for Fluence 👀 24GWh 🤯 Pin-action 🎳 highly highly likely imo dyor JPM on FLNC: "The company said that that its data center pipeline stood at [--] GWh 80% of which having originated since the end of September suggesting quite the pickup in a short period of time" JPM on FLNC: "The company said that that its data center pipeline stood at [--] GWh 80% of which having originated since the end of September suggesting quite the pickup in a short period of time""  
[X Link](https://x.com/thejefflutz/status/2018460356839113198)  2026-02-02T23:03Z 55.5K followers, 22.1K engagements


"X employee when asked his path to deliver [---] metric tons of thrust on Raptor3"  
[X Link](https://x.com/thejefflutz/status/2018502952588095736)  2026-02-03T01:53Z 55.5K followers, 64.5K engagements


"The severity of the power crisis that is/will bottleneck advancement to and beyond AGI is not well understood as most bottlenecks go. @elonmusk saw this early on and is speed-running a vertically integrated solution. Discrete copies will invariably move much slower"  
[X Link](https://x.com/thejefflutz/status/2018738748536856624)  2026-02-03T17:29Z 55.6K followers, 18.8K engagements


"Spacex xAI X stay pseudo-private if they merge w/public Tesla 👀 Best of both worlds/galaxies"  
[X Link](https://x.com/thejefflutz/status/2018749224427663761)  2026-02-03T18:11Z 55.5K followers, 39.1K engagements


"The Mayor of Chicago and Governor of Illinois should resign or be recalled if they lose the Bears to Gary F-ing Indiana According to @WaddleandSilvy while Arlington Heights is the preferred destination for the Bears new stadium there could be a decision to move to Northwest Indiana at the end of February or early March https://t.co/VrkthunsJy According to @WaddleandSilvy while Arlington Heights is the preferred destination for the Bears new stadium there could be a decision to move to Northwest Indiana at the end of February or early March https://t.co/VrkthunsJy"  
[X Link](https://x.com/thejefflutz/status/2018874181203411391)  2026-02-04T02:28Z 55.5K followers, [----] engagements


"Wow holy sh. 🤯 $GOOGL and every AI adj name that was getting killed today @StockSavvyShay $GOOGL guiding $180B capex when Street expected $120B. That's not a small revision that's a 50% acceleration signal. Interest coverage at 310x means they can fund it without breaking a sweat. Beat on revenue beat on EPS and now telling you capex goes higher. Long as my largest @StockSavvyShay $GOOGL guiding $180B capex when Street expected $120B. That's not a small revision that's a 50% acceleration signal. Interest coverage at 310x means they can fund it without breaking a sweat. Beat on revenue beat"  
[X Link](https://x.com/thejefflutz/status/2019157506417660206)  2026-02-04T21:13Z 55.5K followers, 19.5K engagements


"They were selling AI adjacent names today like AI was canceled GOOGL casually bumps capex by 50% The race is not only on but apparently accelerating GOOGLE SEES [----] CAPEX AT $175B - $185B VS. $119.5B EST. $GOOGL GOOGLE SEES [----] CAPEX AT $175B - $185B VS. $119.5B EST. $GOOGL"  
[X Link](https://x.com/thejefflutz/status/2019158861572141508)  2026-02-04T21:19Z 55.5K followers, 12.1K engagements


"@garyblack00 Massive capex bump yet the market was selling AI adjacent names today like AI was canceled"  
[X Link](https://x.com/thejefflutz/status/2019159711170588756)  2026-02-04T21:22Z 55.5K followers, [----] engagements


"Tariffs are a real problem if youre building anything with a lot of battery storage. Must source domestic cells and supply chain material processing $FLNC gross margins cut in half YoY for this and other reasons This is a very important slide. 48.4% tariffs === Oh that's for Li-ion cells for $FLNC to use. Never mind (unless you're a $FLNC owner). https://t.co/8gCpiLCafU This is a very important slide. 48.4% tariffs === Oh that's for Li-ion cells for $FLNC to use. Never mind (unless you're a $FLNC owner). https://t.co/8gCpiLCafU"  
[X Link](https://x.com/thejefflutz/status/2019164788430106872)  2026-02-04T21:42Z 55.5K followers, [----] engagements


"Good call out below on margins $EOSE $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh. The advantage of fully vertically integrated manufacturing of a simplified design with abundant materials. $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh. The advantage of fully vertically integrated manufacturing of a simplified design with abundant materials"  
[X Link](https://x.com/thejefflutz/status/2019166517229941093)  2026-02-04T21:49Z 55.5K followers, 14.6K engagements


"Its a brilliant plan. They are not blowing some huge $20-30B capex wad day [--] Just the plan of having a major fab and it coming from a leader and company as capable as Elon/Tesla regardless of size drives a different posture on negotiations for supply and pricing with existing partners. Once Tesla has the first fab producing parts its a whole other level. The smaller first then going bigger provides another tier of negotiating leverage and supply at the right price if partners do not come thru https://twitter.com/i/web/status/2019210698371305577"  
[X Link](https://x.com/thejefflutz/status/2019210698371305577)  2026-02-05T00:45Z 55.5K followers, [----] engagements


"@elonmusk Hang in there Youre making products that now provably net save and/or change peoples lives forever. No one can change that and it only gets better from here. Remember most of the people that dont like you respect 🫡 you cant make everyone happy"  
[X Link](https://x.com/thejefflutz/status/2019219070638534862)  2026-02-05T01:18Z 55.5K followers, 10.2K engagements


"🤣🤣🤣🎯 The largest companies on earth with more insight into AI than anyone else are pouring hundreds of billions into it and raising capex guidance by massive amounts. But anon guy on X says its a bubble so it must be true. Ok. The largest companies on earth with more insight into AI than anyone else are pouring hundreds of billions into it and raising capex guidance by massive amounts. But anon guy on X says its a bubble so it must be true. Ok"  
[X Link](https://x.com/thejefflutz/status/2019238183842771273)  2026-02-05T02:34Z 55.5K followers, 11K engagements


"@nextbigfuture Hear you but far less direct horizontal overlap in products and tech comparing Spacex-Tesla to Nvidia / Arm"  
[X Link](https://x.com/thejefflutz/status/2019267178143596858)  2026-02-05T04:29Z 55.5K followers, [----] engagements


"👀 $EOSE $IREN and so many other names wow I spent weeks looking through permit documents and found [--] data centers that are planning to build their own power plants. The combined capacity of these projects would be [--] GW5x New York City's electricity demand. And 90% of it was announced in the last year alone. https://t.co/LS0xuEN87g I spent weeks looking through permit documents and found [--] data centers that are planning to build their own power plants. The combined capacity of these projects would be [--] GW5x New York City's electricity demand. And 90% of it was announced in the last year"  
[X Link](https://x.com/thejefflutz/status/2019275809547055254)  2026-02-05T05:04Z 55.5K followers, 22.4K engagements


"@munster_gene Maybe why the round was accelerated into this time frame too 🤷🏻♂ (prior to teslas significant ramp up)"  
[X Link](https://x.com/thejefflutz/status/2019306298471510327)  2026-02-05T07:05Z 55.5K followers, [----] engagements


"Smartphone and PC makers need to get their best and brightest in a conference. Tear phones apart on a table whiteboards plastering the room sticky notes and dont come out unless $10-20 of other bill of material costs are clawed out it can be done $QCOM CEO says handset softness is entirely due to limited DRAM supply as OEMs scale production to the memory they can secure not because of weak demand: "it's 100% related to memory. Actually I'll say the macroeconomic indicators has been strong. We look at the handset demand https://t.co/qUnLPRREBf $QCOM CEO says handset softness is entirely due to"  
[X Link](https://x.com/thejefflutz/status/2019447160421421400)  2026-02-05T16:24Z 55.5K followers, [----] engagements


"Thank you @Tesla_AI Lemonade early/1st brilliant move says a lot about their leadership and being data driven Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing"  
[X Link](https://x.com/thejefflutz/status/2019464610047291895)  2026-02-05T17:34Z 55.5K followers, 14.3K engagements


"Institutions continue to scoop after retail"  
[X Link](https://x.com/thejefflutz/status/2019468034058936758)  2026-02-05T17:47Z 55.5K followers, [----] engagements


"@CNBC covering the latest Anthropic Claude Opus (stop with the [--] f-ing names please) [---] as breaking news and putting the software names up split screen that just started 1% recovery of a 30% draw down 🤦🏻♂"  
[X Link](https://x.com/thejefflutz/status/2019469241758392394)  2026-02-05T17:52Z 55.5K followers, [----] engagements


"Becoming more of a regular occurrence @robotaxi Unsupervised Tesla Robotaxi ride Very impressed https://t.co/uPbYaXZrab Unsupervised Tesla Robotaxi ride Very impressed https://t.co/uPbYaXZrab"  
[X Link](https://x.com/thejefflutz/status/2019521613771993532)  2026-02-05T21:20Z 55.5K followers, 15.5K engagements


"is NOT $EOSE the battery energy company people. WRONG COMPANY. Move on. http://EOS.AX This report dropped at the exact time $eose starting dipping again AH. Fun times. http://EOS.AX This report dropped at the exact time $eose starting dipping again AH. Fun times"  
[X Link](https://x.com/thejefflutz/status/2019532762466918908)  2026-02-05T22:05Z 55.5K followers, 12.9K engagements


"The short answer: No such application exists from Anthropic. And this gets at something important about the current AI moment. What Anthropic provides is: Claude models (via API claude. ai Claude Code) Developer tools to build on top of Claude Some beta productivity tools (Claude in Chrome Claude in Excel Cowork) None of these are enterprise software applications competing with Salesforces CRM ServiceNows IT service management or Crowdstrikes endpoint security. Theyre not even close. Why my point in the post above matters: Those three companies i mentioned dont just have software - they have:"  
[X Link](https://x.com/thejefflutz/status/2019620622330978402)  2026-02-06T03:54Z 55.5K followers, [----] engagements


"@ChrisCamillo There are no examples of SAAS replacement and the steps / sequence required require a lot more automation than any Anthropic or any AI model are capable of if anything its going to help these software companies becomes WAY more efficient but not replace Regarding this concern that AI is eating existing software companies. Can anyone provide a link to an application made by Anthropic Claude that replicates a single application or service provided by Salesforce ServiceNow or Crowdstrike (3 software names getting killed rn). Regarding this concern that AI is eating existing"  
[X Link](https://x.com/thejefflutz/status/2019621369408024951)  2026-02-06T03:57Z 55.5K followers, [----] engagements


"AI is bullshit and the capex is tOo hIGh & AI is eating all the software companies Regards The Market"  
[X Link](https://x.com/thejefflutz/status/2019624345820405960)  2026-02-06T04:09Z 55.5K followers, [----] engagements


"$EOSE Felt: Q1 roughly tracking to Q4 (peak line [--] utilization) which is a great sign. For the questions from people like what if theyre buying felt paying to import it from South Korea driving it to the Turtle Creek factory to just store it inventory thats unlikely/absurd on multiple fronts: [--]. They would never want this working capital on their books ie why import it keep it in Korea in supplier owned inventory [--]. We have prior quarters of felt receipts and sales to correlate thanks to the tracking done by William and Greg [--]. The felt receipt sizing and frequency correlated with the 167%"  
[X Link](https://x.com/thejefflutz/status/2019637638857162781)  2026-02-06T05:01Z 55.5K followers, 15.1K engagements


"🤣 French President Emmanuel Macron just announced that France is investing $30 million in artificial intelligence as part of his plan to put France & Europe ahead of the United States in the AI race. Part of the money will also go to climate change initiatives. LOL. https://t.co/iXr9OExUEF French President Emmanuel Macron just announced that France is investing $30 million in artificial intelligence as part of his plan to put France & Europe ahead of the United States in the AI race. Part of the money will also go to climate change initiatives. LOL. https://t.co/iXr9OExUEF"  
[X Link](https://x.com/thejefflutz/status/2019639332370542648)  2026-02-06T05:08Z 55.5K followers, 41.4K engagements


"Just rename the Nasdaq to BTC and be done with it at these levels every move in BTC moves the Nasdaq in equivalent ticks. Annoying tbh"  
[X Link](https://x.com/thejefflutz/status/2019666525930811816)  2026-02-06T06:56Z 55.5K followers, [----] engagements


"Rational. Apparently WS hasnt read the OBB tax bill 👇 Big Tech CapEx is running well above The Street because the Trump tax code rewards front-loading investment. Accelerated depreciation turns massive infrastructure spend into immediate tax shields. FCF improves. EBITDA stays intact & debt covenants arent touched. Capital Big Tech CapEx is running well above The Street because the Trump tax code rewards front-loading investment. Accelerated depreciation turns massive infrastructure spend into immediate tax shields. FCF improves. EBITDA stays intact & debt covenants arent touched. Capital"  
[X Link](https://x.com/thejefflutz/status/2019773037046911353)  2026-02-06T13:59Z 55.5K followers, [----] engagements


"So Ford GM & Stellantis have taken $50B in write downs in the past quarter for scrapping EV plans. They could have bought a nice training cluster for that Theyre not done yet either BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3 BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3"  
[X Link](https://x.com/thejefflutz/status/2019775901513154757)  2026-02-06T14:11Z 55.5K followers, 11.9K engagements


"Release the Trump Tariff SC ruling make it confusing https://twitter.com/i/web/status/2019786119408230596 https://twitter.com/i/web/status/2019786119408230596"  
[X Link](https://x.com/thejefflutz/status/2019786119408230596)  2026-02-06T14:51Z 55.5K followers, [----] engagements


"@ScottJenningsKY 72% of the democrat party wants voter ID and yet that party is not allowing it bcos they are steered by the radical portion of the party. Good point above"  
[X Link](https://x.com/thejefflutz/status/2019798106938782083)  2026-02-06T15:39Z 55.5K followers, [----] engagements


"@stocktalkweekly Im not a fan of the first reports while a negotiation is actually happening. Reminds me of the first tariff negotiations ending abruptly when they were heading out for a smoke break 😂"  
[X Link](https://x.com/thejefflutz/status/2019799519957815479)  2026-02-06T15:45Z 55.5K followers, [----] engagements


"Give me another headline statement CNBC on the phone with Anthropic PR rn https://twitter.com/i/web/status/2019820905036169593 https://twitter.com/i/web/status/2019820905036169593"  
[X Link](https://x.com/thejefflutz/status/2019820905036169593)  2026-02-06T17:10Z 55.5K followers, [----] engagements


"@JJackBrandt Amazing story brilliant quick thinking on your part. So glad he was in a Tesla with FSD enabled and hes ok now 🙌 God is good"  
[X Link](https://x.com/thejefflutz/status/2019980644366057545)  2026-02-07T03:44Z 55.5K followers, [----] engagements


"@SullyCNBC Brian Why wont the media hold these CEOs accountable for poor planning and execution on EV Their EVs were late expensive & mostly made in Mexico. What write down did Tesla take Zero"  
[X Link](https://x.com/thejefflutz/status/2019984145645191483)  2026-02-07T03:58Z 55.5K followers, [----] engagements


"Too late Powell "According to outplacement firm Challenger Gray & Christmas U.S. employers announced [------] job cuts in January up about 118% from the same month last year and marking the highest January layoff number since 2009" https://t.co/qeco3TOpml @barronsonline "According to outplacement firm Challenger Gray & Christmas U.S. employers announced [------] job cuts in January up about 118% from the same month last year and marking the highest January layoff number since 2009" https://t.co/qeco3TOpml @barronsonline"  
[X Link](https://x.com/thejefflutz/status/2020242097836814720)  2026-02-07T21:03Z 55.5K followers, 12.4K engagements


"Fact checked ✅ True"  
[X Link](https://x.com/thejefflutz/status/2020325300782133479)  2026-02-08T02:34Z 55.5K followers, [----] engagements


"Have a door ding the size of mice nuts thats est $8K to repair 🙄"  
[X Link](https://x.com/thejefflutz/status/2020352358253748496)  2026-02-08T04:21Z 55.5K followers, [----] engagements


"@pwrhungry U are spinning. Customers want EVs. The Tesla Model Y is the #1 selling car at its price tier & sometimes overall in the world. Stellantis was slow & didnt make an EV that could compete with Tesla. Their cars are over priced & under featured & you want to blame consumers"  
[X Link](https://x.com/thejefflutz/status/2020353876700840077)  2026-02-08T04:27Z 55.5K followers, [----] engagements


"These people are dumb including Carney on this issue. The China magic w/EVs is China China labor / tech workforce China supply chain localization. None of that exists at the cost structure in Canada The Canadian Minister of Industry Mlanie Joly just said that Chinese EV makers could work with Canadian companies to produce EVs in Canada and then sell them globally. Im honestly speechless. Why would they produce EVs at a much higher cost It makes no sense. She cited the https://t.co/kbV0UHC1ta The Canadian Minister of Industry Mlanie Joly just said that Chinese EV makers could work with"  
[X Link](https://x.com/thejefflutz/status/2020497654481027355)  2026-02-08T13:59Z 55.5K followers, 23K engagements


"@PoweredByEos Indensity product just announced has a 4:1 advantage in power density per acre w/the ability to stack vertically non flammable closer proximity to the datacenter. Tesla leads and is coming out w/a new exciting megablock product to serve this segment even better and complimentary to the wildly successful Tesla megapack"  
[X Link](https://x.com/thejefflutz/status/2020520315621949601)  2026-02-08T15:29Z 55.5K followers, [----] engagements


"@accfanto @FidelisLobo True. Thats accurate in about half the cases. No one can say all Chinese auto is highly automated as a monolith either especially when the volume leader BYD is under automated compared to a xiaomi for example"  
[X Link](https://x.com/thejefflutz/status/2020537291517673721)  2026-02-08T16:36Z 55.5K followers, [--] engagements


"Yup 👇🕊 flipping the narrative on Warsh to favorable again as the market makers got their draw down last week (for now) For the cheap vibe-coded algo seats yield curve control is about [--] out of [--] on the dovish scale https://t.co/kOVsTbPITe For the cheap vibe-coded algo seats yield curve control is about [--] out of [--] on the dovish scale https://t.co/kOVsTbPITe"  
[X Link](https://x.com/thejefflutz/status/2020618240129413301)  2026-02-08T21:58Z 55.5K followers, [----] engagements


"So much of Molt book last week was FUD omg the bots are conversing about the humans 😱🤣🤣🤤🤣🤤 MIT Technology Review has confirmed that posts on Moltbook were fake. Just a few days ago many AI influencers (including Andrej Karpathy) had said that the website was "the most incredible sci-fi takeoff". It wasn't. The "taking over humanity" posts were human-generated. The https://t.co/pzAGemLcHJ MIT Technology Review has confirmed that posts on Moltbook were fake. Just a few days ago many AI influencers (including Andrej Karpathy) had said that the website was "the most incredible sci-fi"  
[X Link](https://x.com/thejefflutz/status/2020730594452218010)  2026-02-09T05:24Z 55.5K followers, [----] engagements


"$EOSE Earnings Feb [--] Probably earlier than consensus. Earnings print and call the same morning too before the bell 🔔 😯 https://investors.eose.com/news-releases/news-release-details/eos-energy-enterprises-announces-date-fourth-quarter-and-full-0/ https://investors.eose.com/news-releases/news-release-details/eos-energy-enterprises-announces-date-fourth-quarter-and-full-0/"  
[X Link](https://x.com/thejefflutz/status/2021699783534973420)  2026-02-11T21:36Z 55.6K followers, 17.1K engagements


"$EOSE PR IR activity ramped up [--] & [--] weeks prior to their last earnings call on Nov 5th"  
[X Link](https://x.com/thejefflutz/status/2021708294708920663)  2026-02-11T22:09Z 55.6K followers, 14.1K engagements


"@StockMKTNewz And companies besides Tesla stopped making them lol"  
[X Link](https://x.com/thejefflutz/status/2022354887431065697)  2026-02-13T16:59Z 55.6K followers, [----] engagements


"Tesla Breaks "The Mold". Again Tesla's novel use of reactive injection molding for cybercab was the last piece of a multi year system design to transform how automobiles are made. Elon wasn't kidding when he said the "product is http://x.com/i/article/1894112362040283136 http://x.com/i/article/1894112362040283136"  
[X Link](https://x.com/anyuser/status/1894130884183560481)  2025-02-24T21:02Z 55.6K followers, 617.4K engagements


"Ok this is the GROK release and its exceptional Low latency immersive audio useful & I signed into Grok in my other car and was already signed in here. Seamless high quality experience. You can tell this was built by one team essentially and it will only improve . $tsla [----] inbound on the Cybertruck from [----]. https://t.co/LNQHTGyqWX [----] inbound on the Cybertruck from [----]. https://t.co/LNQHTGyqWX"  
[X Link](https://x.com/thejefflutz/status/1947795200149229958)  2025-07-22T23:05Z 55.6K followers, 2.5M engagements


"$TSLA could be up 100% on the day and CNBC will parade Mark Fields out to tell you everything thats wrong with Tesla and everything thats right with legacy auto (and Rivian)"  
[X Link](https://x.com/thejefflutz/status/1973756797447233789)  2025-10-02T14:27Z 55.6K followers, 29.4K engagements


"With the NE Patriots in the Super Bowl Im surprised Goodell & the NFL didnt fix it to have the Bears vs Patriot 40yr anniversary Super Bowl rematch (1986) All [----] LA Rams fans world wide would not care and no one to this day can name the Seahawks coach"  
[X Link](https://x.com/thejefflutz/status/2015581307317751823)  2026-01-26T00:23Z 55.6K followers, [----] engagements


"Robot stitching up a corn kernel. Unreal 🤯"  
[X Link](https://x.com/thejefflutz/status/2016537163576348777)  2026-01-28T15:41Z 55.6K followers, 81.8K engagements


"@wintonARK Where are all of the shrieking Tesla bears and bLoG wriTeRs to comment on this valuation"  
[X Link](https://x.com/thejefflutz/status/2018567488691458514)  2026-02-03T06:09Z 55.5K followers, [----] engagements


"$GOOGL last 3yrs of capex $35B53B90B and now $175-185B CEO Pichai said leadtimes are increasing (not a sign of a bubble lol)"  
[X Link](https://x.com/thejefflutz/status/2019412041019318279)  2026-02-05T14:05Z 55.6K followers, 11.5K engagements


"This is fascinating not saying its wrong or right but wild to think about 🤯 Theres so much else going on in terms of narratives thought w/AI + SW stocks too You know how Trump can fix this market before its too late Tell Warsh to get lost and call Rieder. You know how Trump can fix this market before its too late Tell Warsh to get lost and call Rieder"  
[X Link](https://x.com/thejefflutz/status/2019586627161800821)  2026-02-06T01:39Z 55.6K followers, [----] engagements


"Jensen Huang CEO of $NVDA 100% of GPUs are rented/sold and lit up. I have GPUs I sold 6yrs ago with prices going up in the rental market still in use Random guy on the internet: BUbBLe"  
[X Link](https://x.com/thejefflutz/status/2019829604937265624)  2026-02-06T17:44Z 55.6K followers, [----] engagements


"Too late Powell Inflation is now 0.68% A massive deflationary force is swallowing the US economy. The Fed must cut rates aggressively. https://t.co/PR4SWEkUSU Inflation is now 0.68% A massive deflationary force is swallowing the US economy. The Fed must cut rates aggressively. https://t.co/PR4SWEkUSU"  
[X Link](https://x.com/thejefflutz/status/2020500659112644881)  2026-02-08T14:11Z 55.6K followers, 21.3K engagements


"Incoherent & misleading but apparently advocating for coal as a low percentage storm backup and the cheaper more quick to ramp solar as the primary ☺ During the recent winter storm solar underdelivered by 89% and wind by 77% relative to their "capacity potential." Affordable reliable and secure energy sources closed the capacity gap when intermittent sources couldn't deliver power for Americans when it was needed the most. https://t.co/aCBwP5Zssp During the recent winter storm solar underdelivered by 89% and wind by 77% relative to their "capacity potential." Affordable reliable and secure"  
[X Link](https://x.com/thejefflutz/status/2020508901246992750)  2026-02-08T14:43Z 55.6K followers, [----] engagements


"This is a key reason why xAI Colossus (largest coherent AI supercomputer) has [---] Tesla megapack batteries feeding power & why all the new large AI data centers will. People close to the tech & many institutions are aware eventually retail will catch up. $EOSE $TSLA FLNC "The AI Datacenter Power Problem is Worse than You Think (It's not just capacity)" Interesting read on Reddit. https://t.co/U549LXQDqi https://t.co/7zPwLM6C4Y "The AI Datacenter Power Problem is Worse than You Think (It's not just capacity)" Interesting read on Reddit. https://t.co/U549LXQDqi https://t.co/7zPwLM6C4Y"  
[X Link](https://x.com/thejefflutz/status/2020519137118745030)  2026-02-08T15:24Z 55.6K followers, 16.2K engagements


"Pretty much Let me get this straight. People puked chip stocks after hyperscalers raised [----] capex guidance by a gazillion percent because Anthropic released a [---] line super basic prompt for reviewing legal contracts that asks Wikipedia what an NDA is You can't make this stuff up. Let me get this straight. People puked chip stocks after hyperscalers raised [----] capex guidance by a gazillion percent because Anthropic released a [---] line super basic prompt for reviewing legal contracts that asks Wikipedia what an NDA is You can't make this stuff up"  
[X Link](https://x.com/thejefflutz/status/2020892964415762604)  2026-02-09T16:10Z 55.6K followers, 10.4K engagements


"$CELH WTF margins 🌙"  
[X Link](https://x.com/thejefflutz/status/2020949950885138577)  2026-02-09T19:56Z 55.6K followers, [----] engagements


"The bears are so bearish they are rooting for the US to become a province of China losing the AI race so their puts can print"  
[X Link](https://x.com/thejefflutz/status/2021236101587849673)  2026-02-10T14:53Z 55.6K followers, 13.4K engagements


"There are 40+ states that will take them Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium"  
[X Link](https://x.com/thejefflutz/status/2021246846044131732)  2026-02-10T15:36Z 55.6K followers, 22.9K engagements


"Tesla capex has been and will continue to be extremely high ROIC Morgan Stanley in new $TSLA note: "We preliminarily estimate that at full capacity Tesla Solar could add $20-$50 billion of equity value to @Tesla's Energy business." "We believe the decision to allocate capital to adding solar capacity may be justified by the value creation https://t.co/1IEHKFNYyC Morgan Stanley in new $TSLA note: "We preliminarily estimate that at full capacity Tesla Solar could add $20-$50 billion of equity value to @Tesla's Energy business." "We believe the decision to allocate capital to adding solar"  
[X Link](https://x.com/thejefflutz/status/2021248000740245522)  2026-02-10T15:40Z 55.5K followers, 15.5K engagements


"@garyblack00 Its a fair call out w/no other viable solutions put forth"  
[X Link](https://x.com/thejefflutz/status/2021317179832930622)  2026-02-10T20:15Z 55.6K followers, [----] engagements


"@CalebFranzen Thats not what I heard 😂"  
[X Link](https://x.com/thejefflutz/status/2021365445207658755)  2026-02-10T23:27Z 55.6K followers, [----] engagements


"@JordanSolace This dense urban application will be replicated and is somewhat uniquely positioned for @PoweredByEos given the Indensity stackable non-flammable configuration that only $EOSE can deliver"  
[X Link](https://x.com/thejefflutz/status/2021410031162507286)  2026-02-11T02:24Z 55.6K followers, [----] engagements


"How the wins vs innovation and localization @PoweredByEos shows that these battery 🔋 storage systems are safe and can be end to end manufactured in the USA 👏 👏 taking an award slot from a global giant like CATL Floating Energy Storage System (FESS) The best part of this mega deal is that Halmar switched from CATL to $EOSE. Halmar/NYC Energy abandoned CATL in favor of Eos likely to secure the 8-Hour LDES incentives and bypass the Fire Safety permitting wall. https://t.co/x9bNqVhPOt Floating Energy Storage System (FESS) The best part of this mega deal is that Halmar switched from CATL to"  
[X Link](https://x.com/thejefflutz/status/2021415323749187660)  2026-02-11T02:45Z 55.6K followers, 15.3K engagements


"@TimTebow @tebowfoundation Youre a special human. Dont ever change keep up Gods work"  
[X Link](https://x.com/thejefflutz/status/2021433049876136302)  2026-02-11T03:56Z 55.6K followers, [---] engagements


"@McClellanOsc Ok yeah. I dont think any short videos made by AI represent the engineering drawings and system design for the project so we agree there"  
[X Link](https://x.com/thejefflutz/status/2021433334669435375)  2026-02-11T03:57Z 55.6K followers, [----] engagements


"Same form factor as R2 🤷🏻♂ Rivian may want to recheck their repeat tooling plan for the R2 Highlander was already a top [--] selling car globally now switching to all electric. Some risk to Tesla MY too but less The [----] Toyota Highlander ditches its gas and hybrid powertrains and goes fully electric. The new three-row Highlander EV can travel up to [---] miles on a charge and all-wheel-drive models produce [---] horsepower. Sales are set to begin at the end of this year and we expect the https://t.co/7Occ2c3iQH The [----] Toyota Highlander ditches its gas and hybrid powertrains and goes fully"  
[X Link](https://x.com/thejefflutz/status/2021437466482442509)  2026-02-11T04:13Z 55.6K followers, 22.6K engagements


"@autoinautonomy Why do you think the R2 will be Toyota on pricing Agree on lifestyle branding of Riviann"  
[X Link](https://x.com/thejefflutz/status/2021439132959113612)  2026-02-11T04:20Z 55.6K followers, [---] engagements


"Do people not realize if we do not massively ramp up manufacturing automation humanoids and AI that well be buying all of our shit from China If were successful we make [---] more amazons & thousands of factories here & employ even more people to manage the automation / AI Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their kids and pay their bills Weve got to fight back. Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will"  
[X Link](https://x.com/thejefflutz/status/2021512228546167072)  2026-02-11T09:10Z 55.6K followers, 25.5K engagements


"Well yeah $TSLA $EOSE Data centers can tap batteries microgrids for faster interconnection: NEMA Battery systems are increasingly critical for data center operators willing to pay a premium for resilience and faster time to power industry analysts say. https://t.co/8TKRR6Bugv Data centers can tap batteries microgrids for faster interconnection: NEMA Battery systems are increasingly critical for data center operators willing to pay a premium for resilience and faster time to power industry analysts say. https://t.co/8TKRR6Bugv"  
[X Link](https://x.com/thejefflutz/status/2021766699909795843)  2026-02-12T02:01Z 55.6K followers, 13.1K engagements


"So many examples of this Ive had two myself 🤯 @Tesla_AI saves lives Thank you to FSD. https://t.co/KImMAfVxNa Thank you to FSD. https://t.co/KImMAfVxNa"  
[X Link](https://x.com/thejefflutz/status/2021798060712395200)  2026-02-12T04:06Z 55.6K followers, 13.5K engagements


"@shoogahsnaps @nav7634 @PoweredByEos You can announce orders anytime even during the earnings call before after on a weekend lol thats why I shared what they did last quarter"  
[X Link](https://x.com/thejefflutz/status/2021802270661185591)  2026-02-12T04:23Z 55.6K followers, [---] engagements


"@TedPillows Over an 8month period. Misleading"  
[X Link](https://x.com/thejefflutz/status/2021997370784059511)  2026-02-12T17:18Z 55.6K followers, [---] engagements


"Yeah the biggest issue is the lack of transformation and digitization of the fed with quantifiable goals to Improve accuracy / forecasting. The world is being automated hyperscalers investing billions and the fed well theyre investing billions in marble and office building construction for themselves https://twitter.com/i/web/status/2022128683968770310 https://twitter.com/i/web/status/2022128683968770310"  
[X Link](https://x.com/thejefflutz/status/2022128683968770310)  2026-02-13T02:00Z 55.6K followers, [---] engagements


"Elon calculating the # of hamsters that fit inside of the Capitol Rotunda if stacked to the ceiling"  
[X Link](https://x.com/thejefflutz/status/1881702673311059978)  2025-01-21T13:57Z 55.6K followers, 1.2M engagements


"Who knew 🤯"  
[X Link](https://x.com/thejefflutz/status/1882089214847975646)  2025-01-22T15:33Z 55.6K followers, 2.7M engagements


"26.3 inbound on the Cybertruck from 20.5"  
[X Link](https://x.com/thejefflutz/status/1947529248006136267)  2025-07-22T05:28Z 55.6K followers, 2.5M engagements


"January Tesla sales up 9.3% in China BYD down 30%. @CNBC @Lebeaucarnews @SquawkStreet @davidfaber @jimcramer NEWS: Tesla China sales rose for a third-straight month in January to [-----] units even as China's EV sales and exports were slow amid weak domestic demand. Deliveries of Model [--] & Model Y were up 9.3% YoY including exports to Europe and other markets. https://t.co/VE81jKwoJN NEWS: Tesla China sales rose for a third-straight month in January to [-----] units even as China's EV sales and exports were slow amid weak domestic demand. Deliveries of Model [--] & Model Y were up 9.3% YoY including"  
[X Link](https://x.com/thejefflutz/status/2019053120802685324)  2026-02-04T14:19Z 55.6K followers, 56K engagements


"I love how the market thinks they can size AI/hyperscaler capex better than the CEOs and exec teams of the biggest companies in the world AMZN GOOGL TSLA META"  
[X Link](https://x.com/thejefflutz/status/2019520510036500777)  2026-02-05T21:16Z 55.6K followers, 22.5K engagements


"Long-winded retarded way to say: Tesla up 9% and China domestics like BYD down 30% in January Tesla maintains competitive showing in China-made EV sales despite industry headwinds https://www.cnbc.com/2026/02/06/tesla-maintains-competitive-showing-in-china-made-ev-sales-despite-industry-headwinds.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard https://www.cnbc.com/2026/02/06/tesla-maintains-competitive-showing-in-china-made-ev-sales-despite-industry-headwinds.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"  
[X Link](https://x.com/thejefflutz/status/2019633119138095513)  2026-02-06T04:43Z 55.6K followers, [----] engagements


"@JBPritzker has your team contacted Tesla this morning to bid for this factory 🚨BREAKING: $TSLA EXPLORES NEW US LOCATIONS TO BOOST SOLAR CELL MANUFACTURING  @Tesla is evaluating multiple US sites to start or expand solar cell production aiming to scale toward Elon Musks goal of [---] GW annual output Options include expanding the existing Buffalo https://t.co/q1uURa0ei4 🚨BREAKING: $TSLA EXPLORES NEW US LOCATIONS TO BOOST SOLAR CELL MANUFACTURING  @Tesla is evaluating multiple US sites to start or expand solar cell production aiming to scale toward Elon Musks goal of [---] GW annual output"  
[X Link](https://x.com/thejefflutz/status/2019822959863689353)  2026-02-06T17:18Z 55.6K followers, [----] engagements


"$TSLA: Tesla Isnt What You Think Anymore https://x.com/i/broadcasts/1rmxPvokWVYGN https://x.com/i/broadcasts/1rmxPvokWVYGN"  
[X Link](https://x.com/thejefflutz/status/2019840283782050245)  2026-02-06T18:27Z 55.6K followers, [----] engagements


"🚨BYD suing the US government $BYDDY https://youtu.be/tp2xkdYwQCcsi=2xvIr6bfb2dHK3Xf https://youtu.be/tp2xkdYwQCcsi=2xvIr6bfb2dHK3Xf"  
[X Link](https://x.com/thejefflutz/status/2020905954775118028)  2026-02-09T17:01Z 55.6K followers, 10.3K engagements


"@BernieSanders Your useless rhetoric is literally going to drive the colonization of the US by China well just be another province. We must automate manufacture export or die"  
[X Link](https://x.com/thejefflutz/status/2021513485755220305)  2026-02-11T09:15Z 55.6K followers, [----] engagements


"$EOSE: The battery technology is described as Zinc Hybrid Cathode Battery this is EOS Energys technology. EIP Storages website doesnt explicitly name EOS but the chemistry description matches EOSs Z3 platform. The Founders Ridge project by EIP Storage (dba Jefferson Energy Storage) is a [---] MW / [---] MWh (8-hour) project in the Town of Greig Lewis County NY using non-flammable zinc hybrid batteries housed in approximately [----] sealed containers. It represents over $200 million in capital investment and connects to the National Grid Austin-to-Edic [---] kV transmission line. The document you"  
[X Link](https://x.com/thejefflutz/status/2021646645960569025)  2026-02-11T18:04Z 55.6K followers, 18.5K engagements


"@jsolomonReports @VladTheInflator Bcos they designed bad products. Tesla made $14B of free cash flow last year selling EVs in the US and all over the world last year"  
[X Link](https://x.com/thejefflutz/status/2021737489245905264)  2026-02-12T00:05Z 55.6K followers, [----] engagements


"$EOSE many shots on goal just in NYC 👀 $EOSE LDES projects identified thus far for the NYSERDA RFP. [---] MW (20%) minimum are targeted for 8-hour LDES and 20% is also targeted for Zone J (NYC). Of this list (which is not necessarily complete yet) Eos offers the only modular solution. The others are major onsite https://t.co/1Inw6hdVhm $EOSE LDES projects identified thus far for the NYSERDA RFP. [---] MW (20%) minimum are targeted for 8-hour LDES and 20% is also targeted for Zone J (NYC). Of this list (which is not necessarily complete yet) Eos offers the only modular solution. The others are"  
[X Link](https://x.com/thejefflutz/status/2021797619329077650)  2026-02-12T04:04Z 55.6K followers, [----] engagements


"Interesting 🤔 😮 Robinhood CEO @vladtenev says Robinhood Social is launching in the coming weeks with "whale tracking" so users can follow and copy trades from politicians and other traders like Nancy Pelosi: https://t.co/347lp356CC Robinhood CEO @vladtenev says Robinhood Social is launching in the coming weeks with "whale tracking" so users can follow and copy trades from politicians and other traders like Nancy Pelosi: https://t.co/347lp356CC"  
[X Link](https://x.com/thejefflutz/status/2021835594838556951)  2026-02-12T06:35Z 55.6K followers, [----] engagements


"RT @alojoh: NEWS: Rivian is guiding for an adjusted EBITDA loss of $1.80 to $2.10 billion in [----] (higher than [----] guidance) and missed 20"  
[X Link](https://x.com/thejefflutz/status/2022337612741238861)  2026-02-13T15:50Z 55.6K followers, [--] engagements


"Regarding this concern that AI is eating existing software companies. Can anyone provide a link to an application made by Anthropic Claude that replicates a single application or service provided by Salesforce ServiceNow or Crowdstrike (3 software names getting killed rn). Also it has to be able to integrate system test and service itself with all of the thousands of companies and sites of the customers of these SAAS companies One more thing this isnt Disney land it must be built w/proper enterprise-grade security such as SOC [--] ISO 27001:2022 FedRAMP High and/or CSA STAR Level [--] Btw I use all"  
[X Link](https://x.com/thejefflutz/status/2019618436918181975)  2026-02-06T03:45Z 55.6K followers, 13.1K engagements


"@McClellanOsc Of course there will be raw material and process changes needed but are you saying its impossible or just unknown"  
[X Link](https://x.com/thejefflutz/status/2021426549564784683)  2026-02-11T03:30Z 55.6K followers, [----] engagements


"RT @seangchau: Android [--] Beta [--] is officially here 🚀 This is a major step in our journey toward a more adaptive high-performance ecosys"  
[X Link](https://x.com/thejefflutz/status/2022416271636336765)  2026-02-13T21:03Z 55.6K followers, [--] engagements


"$EOSE $TSLA Listened to $FLNC call. Key takeaway for me: data center pipeline is MASSIVE & accelerating fast. [--] GWh in projects/leads today (mostly behind-the-meter). Expect conversion ramp in 2H26 and very busy [----]. $FLNC + peers win on: scale software optimization cost/efficiency https://t.co/YADQrUecTm Listened to $FLNC call. Key takeaway for me: data center pipeline is MASSIVE & accelerating fast. [--] GWh in projects/leads today (mostly behind-the-meter). Expect conversion ramp in 2H26 and very busy [----]. $FLNC + peers win on: scale software optimization cost/efficiency"  
[X Link](https://x.com/thejefflutz/status/2019438914453540962)  2026-02-05T15:52Z 55.6K followers, [----] engagements


"Helpful $OPEN primer. @rabois thank you $OPEN @rabois says what every true LONG shareholder is thinking. This is just the beginning 💥 https://t.co/HsKAyhhha5 $OPEN @rabois says what every true LONG shareholder is thinking. This is just the beginning 💥 https://t.co/HsKAyhhha5"  
[X Link](https://x.com/thejefflutz/status/2022147560925016374)  2026-02-13T03:15Z 55.6K followers, [----] engagements


"The orange sauce at the end crossed the line 😆 Just a side of fries for me thanks The fries: https://t.co/BDKwV7iTiv Just a side of fries for me thanks The fries: https://t.co/BDKwV7iTiv"  
[X Link](https://x.com/thejefflutz/status/2022164352510660714)  2026-02-13T04:22Z 55.6K followers, [----] engagements


"24yrs ago I was living out of a suitcase in China trying to get the first cameras into cell phones ramped up we specialized in making phones not cameras so the first ones really threw us for a loop in terms of readiness no supply chains existed we learned the hard way 😅 [--] years ago today vanessa carlton released a thousand miles. a classic. https://t.co/qPeYW2zRlk [--] years ago today vanessa carlton released a thousand miles. a classic. https://t.co/qPeYW2zRlk"  
[X Link](https://x.com/thejefflutz/status/2022192527097704777)  2026-02-13T06:14Z 55.6K followers, 18.8K engagements


"Yes pls and several other updates Should the Roadster get a light bar https://t.co/bWfv6MlLSb Should the Roadster get a light bar https://t.co/bWfv6MlLSb"  
[X Link](https://x.com/thejefflutz/status/2022335505137009010)  2026-02-13T15:42Z 55.6K followers, [----] engagements


"@Cluster_6 I think the split leaves too much open to interpretation when you have a company pre-positive cash/earnings. One of the greatest smartest investor communities $EOSE still needs a lil hand holding"  
[X Link](https://x.com/thejefflutz/status/2022359616127139993)  2026-02-13T17:18Z 55.6K followers, [----] engagements


"Interesting thread 🧵 w/ Grok on $EOSE"  
[X Link](https://x.com/thejefflutz/status/2022365977489338397)  2026-02-13T17:43Z 55.6K followers, [----] engagements


"Smart move @Apple Apple Studios is now the owner of "Severance" with the original owners Fifth Season sticking around as executive producers and there are plans to expand the IP's universe. https://t.co/LpalPxinlM Apple Studios is now the owner of "Severance" with the original owners Fifth Season sticking around as executive producers and there are plans to expand the IP's universe. https://t.co/LpalPxinlM"  
[X Link](https://x.com/thejefflutz/status/2022379864993730795)  2026-02-13T18:38Z 55.6K followers, [----] engagements


"lol just 2yrs after launch 🥹 Its finally here YouTube is officially on Apple Vision Pro. https://t.co/tN5pNbdrey Its finally here YouTube is officially on Apple Vision Pro. https://t.co/tN5pNbdrey"  
[X Link](https://x.com/thejefflutz/status/2022382791779061942)  2026-02-13T18:50Z 55.6K followers, [----] engagements


"The selection bias toward @PoweredByEos just got stronger and more concrete w/this new IRS guidance in the post below from @bert_gilfoyle . $EOSE Before this notice utility and grid-scale storage buyers knew the PFE rules were coming but faced ambiguity about how compliance would actually work. That ambiguity arguably let some procurement teams punt on the question and keep evaluating Chinese-supply-chain batteries on price alone. Now theres a specific published framework with calculable thresholds safe harbor mechanics and documentation requirements. That changes the internal conversation at"  
[X Link](https://x.com/thejefflutz/status/2022397588083708330)  2026-02-13T19:48Z 55.6K followers, 14.6K engagements


"Will this be protested 🫣I hope were not this divided Transportation Secretary Sean Duffy orders merit-based airline pilot hiring https://t.co/wGYJ4cHwBq Transportation Secretary Sean Duffy orders merit-based airline pilot hiring https://t.co/wGYJ4cHwBq"  
[X Link](https://x.com/thejefflutz/status/2022405848417603884)  2026-02-13T20:21Z 55.6K followers, [----] engagements


"@DerrickEvans4WV We have widespread mental illness in this country aided by the media and the dystopian bubbles created by social media"  
[X Link](https://x.com/thejefflutz/status/2022428336090419576)  2026-02-13T21:51Z 55.6K followers, [----] engagements


"Ford CEO Trump Officials Discussed China-US Carmaking JVs China did this to our companies for years to GAIN KNOWHOW AND IP from us WHY WOULD WE DO THIS Makes zero sense Hard no"  
[X Link](https://x.com/thejefflutz/status/2022704105269977268)  2026-02-14T16:06Z 55.6K followers, [----] engagements


"If Musks approach to @DOGE is so horrendous why doesnt the opposition start their own DOGE A better faster more effective one Compete Opposing congress senators & [-----] media/pundits all with their thumbs up their asses. All talk no action. People voted for change"  
[X Link](https://x.com/thejefflutz/status/1894982139923591661)  2025-02-27T05:25Z 55.6K followers, 37.7M engagements


"We may be at a juncture where humanoid bot hardware readiness & production supply readiness will lag or be passed up rapidly by real world AI & LLM AI capability. Humanoid bot makers will be http://x.com/i/article/1943333989768368128 http://x.com/i/article/1943333989768368128"  
[X Link](https://x.com/thejefflutz/status/1943346783981080863)  2025-07-10T16:29Z 55.6K followers, 176.8K engagements


"Two robots dancing at the Tesla shareholders meeting 🕺🏻😄"  
[X Link](https://x.com/thejefflutz/status/1986558899864936902)  2025-11-06T22:18Z 55.6K followers, 1.2M engagements


"@litcapital @RoKhanna what are your thoughts"  
[X Link](https://x.com/thejefflutz/status/2021085569464328701)  2026-02-10T04:55Z 55.6K followers, 73.6K engagements


"Interesting on CPI Truflation overall need modernization of CPI much higher frequency data So moving on to CPI on Friday. Here we weigh in on the cognitive dissonance that is Truflation vs Adobe digital index. One shows inflation crashing 1% the other flags inflation at highest in [--] years. Bessent endorsed the former Wall Street pays a lot of attention to the https://t.co/VzR2IpXyfj So moving on to CPI on Friday. Here we weigh in on the cognitive dissonance that is Truflation vs Adobe digital index. One shows inflation crashing 1% the other flags inflation at highest in [--] years. Bessent"  
[X Link](https://x.com/thejefflutz/status/2021945185228529869)  2026-02-12T13:51Z 55.6K followers, [----] engagements


"Too-late Powell doesnt even discuss this. Too busy pulling the latest grocery prices off of the clipboards people take to grocery stores to measure CPI. (This is not a joke) We are seeing that AI is deflationary in real time. We are seeing that AI is deflationary in real time"  
[X Link](https://x.com/thejefflutz/status/2022046925177098261)  2026-02-12T20:35Z 55.6K followers, 14K engagements


"Goldman Sachs CEO David Solomon says Trump is 'going to take populist actions' as we head to midterm elections and these actions 'have a tendency to be stimulative' to the economy. https://t.co/ZKAiXiDQQz Goldman Sachs CEO David Solomon says Trump is 'going to take populist actions' as we head to midterm elections and these actions 'have a tendency to be stimulative' to the economy. https://t.co/ZKAiXiDQQz"  
[X Link](https://x.com/thejefflutz/status/2022175648710898103)  2026-02-13T05:06Z 55.6K followers, [----] engagements


"Not surprised to see that triple branded Anthropic Claude Opus (confusing AF btw) is blocked from searching x dot com even after I asked it to and it called X Twitter (high bias coded by libtards)"  
[X Link](https://x.com/thejefflutz/status/2022353340915720503)  2026-02-13T16:53Z 55.6K followers, [----] engagements


"FWIW the tripling of production target for Q4 and aligning open orders to that is not trivial and not typical. Even a double QonQ is a super tall order however they were highly underutilized prior so I wouldnt be surprised and would be totally ok to have Q4 be within 10% or so of the aggressive guide and have them spend the majority of the call on pipeline conversion GM+ attainment more rapid mfg expansion (evidence Mahaz say/do) and a very strong [----] guide https://twitter.com/i/web/status/2022368080735641607 https://twitter.com/i/web/status/2022368080735641607"  
[X Link](https://x.com/thejefflutz/status/2022368080735641607)  2026-02-13T17:51Z 55.6K followers, [--] engagements


"@KatieMiller Then why not a defense production act for US solar and gridscale battery manufacturing Also reduce solar tariffs until domestic supply is ramped. @SecretaryWright"  
[X Link](https://x.com/thejefflutz/status/2022691329093046786)  2026-02-14T15:16Z 55.6K followers, [----] engagements


"Micron to $1000"  
[X Link](https://x.com/thejefflutz/status/2022739033257062644)  2026-02-14T18:25Z 55.6K followers, [----] engagements


"Before Oct [--] [----] order announcement (2weeks before earnings) we had to go all the way back to May 28th [----] for the last order announcement & it was small 🐁 🥜"  
[X Link](https://x.com/thejefflutz/status/2021804390646988922)  2026-02-12T04:31Z 55.6K followers, [----] engagements


"6mo after the democrat proposed AI/datacenter pause goes thru"  
[X Link](https://x.com/thejefflutz/status/2022054742302797953)  2026-02-12T21:06Z 55.6K followers, 16.4K engagements


"@_SFTahoe @TeslaBoomerMama Thanks for sharing I was just thinking about this same topic today for my family"  
[X Link](https://x.com/thejefflutz/status/2022126032904716317)  2026-02-13T01:49Z 55.6K followers, [----] engagements


"😂🤣😂 https://t.co/1i1JHk6leH https://t.co/1i1JHk6leH"  
[X Link](https://x.com/thejefflutz/status/2022143618581172273)  2026-02-13T02:59Z 55.6K followers, [----] engagements


"Pam Bondi: Why arent you asking me about the Dow 50K Junior: Hold my 🍺"  
[X Link](https://x.com/thejefflutz/status/2022151301233356895)  2026-02-13T03:30Z 55.6K followers, 10.9K engagements


"Why RAM prices have doubled in the last year"  
[X Link](https://x.com/thejefflutz/status/2022174958164881849)  2026-02-13T05:04Z 55.6K followers, 12.9K engagements


"@RyanDetrick You need to become your own AI agent / prompt lol"  
[X Link](https://x.com/thejefflutz/status/2022176443799941629)  2026-02-13T05:10Z 55.6K followers, [---] engagements


"We ran out of room on earth and now need datacenters in space bcos of this"  
[X Link](https://x.com/thejefflutz/status/2022353873428783278)  2026-02-13T16:55Z 55.6K followers, 18.1K engagements


"@Tesla_AI 👀 Su Qing Vice President and Chief Architect at Horizon and former head of intelligent driving products at Huawei said that Teslas FSD is generationally ahead of its Chinese competitors in certain respects. He noted that domestic systems including Horizons are in fact https://t.co/EEpaHzCkVd Su Qing Vice President and Chief Architect at Horizon and former head of intelligent driving products at Huawei said that Teslas FSD is generationally ahead of its Chinese competitors in certain respects. He noted that domestic systems including Horizons are in fact https://t.co/EEpaHzCkVd"  
[X Link](https://x.com/thejefflutz/status/2022412544233869660)  2026-02-13T20:48Z 55.6K followers, [----] engagements


"@elonmusk please let us know when the V3 unveil will be Thanks Love bots https://t.co/AddN58JBdo Love bots https://t.co/AddN58JBdo"  
[X Link](https://x.com/thejefflutz/status/2022764565830807611)  2026-02-14T20:07Z 55.6K followers, [----] engagements

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