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[@JOBhakdi](/creator/twitter/JOBhakdi)
"interesting article. SAP (Germany) alone has 19000 cars in their fleet and wants to switch to EV only. But not Tesla (right now). "The Tesla brand is no longer on the companys order list. Krautwasser explains that this decision has no political background. The decisive factors are service quality spare-parts availability and predictable residual values. We are currently not satisfied with Tesla in these areas. The fleet manager makes it clear that no manufacturer is permanently excluded." Before you freak out and curse them listen to me: The way Tesla operates it's likely that they have no or"  
[X Link](https://x.com/JOBhakdi/status/1976275409650991461) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-09T13:15Z 29K followers, 9924 engagements


"Huge if true. Don't forget: The Elon / Trump fallout was never serious and US Sec. of Transportation Duffy is close friends with Elon. The Trump admin WILL deliver a Federal Autonomy framework effective LATEST 2028 paving the way for millions of Tesla Robotaxis shortly thereafter"  
[X Link](https://x.com/JOBhakdi/status/1978759583653867801) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T09:47Z 29K followers, 92.9K engagements


"The No Kings protest screams boomers stuck at the mud in Woodstock. Its non-sensical uncool and mega-bad memeing"  
[X Link](https://x.com/JOBhakdi/status/1979638563810771300) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-18T19:59Z 29K followers, 4809 engagements


"If Tesla deploys 2M Robotaxis its P/E is XX. Next year Tsala will have 8M cars on the road nearly all Robotaxi ready; and will be able to produce 3M+ more per year. Tesla stock could go up XXX% from here and still stay at XX P/E at full utilization of the current fleet. And none of this takes into account Optimus Humanoid Robots. Once Optimus is fully ready (latest 2027) every 6M Optimus generate as much as 2M Robotaxis per year. The demand for Optimus will be north of 6B the equivalent of 2B Robotaxis. That means that if the stock goes up by 100000% from here it would still be at a P/E of 25"  
[X Link](https://x.com/JOBhakdi/status/1979945255215526178) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-19T16:18Z 29K followers, 124.7K engagements


"$TSLA lol I LITERALLY tripled my short call position the SECOND this thing went live (I didn't see it before I did). XXX Strike I added next week Oct 17th expiration. New Model Y standard out - $39990 - BIG disappointment and my worst case but market takes it pretty well so far. Perfect trade - I am now going to be over XX% of my max gain for my affordable model trade. NICE 😀"  
[X Link](https://x.com/JOBhakdi/status/1975630860574404784) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-07T18:34Z 29K followers, 27.9K engagements


"$TSLA there is drag downwards after the launch and drag upwards going into earnings. My bet: higher but not much from here before Oct 22nd"  
[X Link](https://x.com/JOBhakdi/status/1976292060605886614) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-09T14:21Z 29K followers, 9150 engagements


"I disagree that AGI is deflationary. Deflation is a first order effect - but the immediate second order effect is mass-unemployment followed by UBI and massive debt followed by massive money printing and asset inflation. My formerly fringe opinion that we are heading into mass unemployment employment in the next XX months is btw rapidly becoming main stream as predicted. Give it X more months. Bitcoin and AGI stocks will go up many double digits over the next X years just because of asset inflation"  
[X Link](https://x.com/JOBhakdi/status/1976332582124937449) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-09T17:03Z 29K followers, 14.7K engagements


"Thats why you watch my YouTube channel. I pointed this out clearly and explicitly - BEFORE the Trump post. Thats called alpha generation: Trump seems to be telling investors they can safely buy the dip Marcus (Wolfe Research) added. Given their track record this year of doing so even when it seemed risky we expect markets will accept this invitation"  
[X Link](https://x.com/JOBhakdi/status/1977718020081361042) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-13T12:48Z 29K followers, 6776 engagements


"Soon on XX LIES: FSD sucks"  
[X Link](https://x.com/JOBhakdi/status/1978727105690058775) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T07:37Z 29K followers, 14.2K engagements


"I am sitting between the lines. Fact #1 (pro-Cybercab-as-consumer-vehicle in 2026): Cybercab production capacity has a high risk of vastly exceeding Cybercab deployment in 2026 all the way to potentially 2028 and even 2029. Cybercab deployment is dependent on regulatory approval on a nationwide scale. It's POSSIBLE that Tesla can rapidly scale in 2027 but not fully in their control. That means: hedging the risk by using the Cybercab platform to in parallel produce an affordable car cold be very smart. But ONLY if these cars can later be converted into Cybercabs and owned by Tesla (for example"  
[X Link](https://x.com/JOBhakdi/status/1978729762370552265) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T07:48Z 29K followers, 6558 engagements


"Sure but I think the fat actually also makes difference. It has been vilified but check out Japan's blue zones - they literally eat pork belly. Of course the key is not to overdo it. But if you eat only pork knuckle you can't even stuff that much into yourself. Schweinshaxe for the win"  
[X Link](https://x.com/JOBhakdi/status/1978730676376522966) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T07:52Z 28.9K followers, XXX engagements


"Naval remains the master of banalities that people seem to have forgotten"  
[X Link](https://x.com/JOBhakdi/status/1978730983433093452) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T07:53Z 29K followers, 3719 engagements


"Hey Grok explain to Anders why high carbohydrate intake depletes Vitamin Bs and often a low carb diet can fix Vit B deficits"  
[X Link](https://x.com/JOBhakdi/status/1978731817793433642) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T07:56Z 28.9K followers, 4400 engagements


"In the first second I read "Madman" instead of Mamdani. Probably some kind of Freudian slip"  
[X Link](https://x.com/JOBhakdi/status/1978732312473817189) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T07:58Z 28.9K followers, 2595 engagements


"This is a super interesting discussion. I can actually relate to @farzyness theory - I had a similar one but based more on scaling timeline risk. However after seeing his public execution on X by a lot of people who know much more than I do about engineering I am having second thoughts. Thanks to Farzad and @FutureAZA for saving me from predicting something stupid lol QUESTION to Y'ALL: IF X. Tesla has no plans for using Cybercab platform as bases for a consumer vehicle X. AND is moving forward with mass-production by Q2/3 2026 X. They HAVE to be sure that there is a path to deploying AT"  
[X Link](https://x.com/JOBhakdi/status/1978739549162357234) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T08:27Z 29K followers, 7824 engagements


"@RandomGuyCrypto Amazing I heard many stories like this. I think the key is to try it out (it's also a guy thing women definitely need more carbs) and key is to develop body-self-awareness and get to a point where your diet makes you feel good continuously"  
[X Link](https://x.com/JOBhakdi/status/1978739895712567595) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T08:28Z 28.9K followers, XXX engagements


"It's very simple: This process is theater as so many "justice" related things in America. DE can simply not afford to rule against Tesla. If they do it's the end of the state. DE was built on the promise of reliable and just corporate law. McCormick has dismantled this promise in two () shocking unapologetic strikes. Corporate America took notice and is FLEEING the state. The Governor has to go on CNBC and gets grilled; the DE GA shocked. For Tesla the outcome matters much less than for DE"  
[X Link](https://x.com/JOBhakdi/status/1978747266937561269) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T08:58Z 28.9K followers, 6010 engagements


"The BIG question in the debate @farzyness (no way Tesla doesn't use CyberCab platform to launch an affordable vehicle) vs. @stevenmarkryan (What's wrong with you morons Tesla is scaling Cybercab straight into the future) is IMO: DOES Tesla have certainty that a. FSD is going to be deployment ready Q2 2026 (my bet: probably yes) b. Regulatory approval will be achieved for full-scale commercial unsupervised Robotaxi operations in at least X major US states by Q2 (my bet: no idea). Tesla can't speculate about these things but needs CERTAINTY since this is about supply chains and major capital"  
[X Link](https://x.com/JOBhakdi/status/1978751470083232131) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T09:14Z 29K followers, 33.4K engagements


"Holy cow. WOW. If that's true (and if AJ says it it probably is) that means German EV makers CHEAT about their EV sales - and by an enormous amount: XX% of the ENTIRE sales come from car companies "buying" their OWN EVs - that is X percentage points MORE than last year. In short X% of current EV "Demand" in Germany is fake incremental demand created by the car companies"  
[X Link](https://x.com/JOBhakdi/status/1978752662934786384) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T09:19Z 29K followers, 49.3K engagements


"Question is: can Tesla deploy 50k Robotaxis in Texas AZ FL Goergia in 2026 If yes and they have line of sight it makes sense. Then the risk shifts to 2027 - can they deploy hundreds of thousands then But if they deploy 50k in 2026 the answer is probably yes since that's a catalyzing event and forcing function on other regulators. So I am narrowing down the question to: DOES TESLA HAVE LINE OF SIGHT - (FSD tech AND regulatory) to deploying 50k Robotaxis in 2026 IF YES sub-$30k models are purely optional. IF NO sub-$30k models are a must"  
[X Link](https://x.com/JOBhakdi/status/1978756194576503253) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T09:33Z 29K followers, 6353 engagements


"Elon is XXX% right. YouTube pays VASTLY more than X. I dont take X seriously on that front. Sure its a nice trickle but I dont view it in any way as a serious platform for content creation. I only post here for personal interactions and to get the discussion going which is great - but X SHOULD become a serious competitor to YouTube. Elon is right (Surprise lol)"  
[X Link](https://x.com/JOBhakdi/status/1978757543330455590) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T09:38Z 29K followers, 8213 engagements


"@philipsen_mark 100%"  
[X Link](https://x.com/JOBhakdi/status/1978801982220665331) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T12:35Z 29K followers, XXX engagements


"1) Elon / AP only needs to win XX districts. Its not that hard. 2) I think Trump actually likes this. If Elon / AP gets XX seats mostly from Dems it helps Trump to control Congress. Actually I think Elon / AP is Trumps BEST chance to maintain a majority in the midterms. Their goals are aligned. 3) Elon is going to make more friends back for Tesla with this than staying with the GOP"  
[X Link](https://x.com/JOBhakdi/status/1941910018758242791) [@JOBhakdi](/creator/x/JOBhakdi) 2025-07-06T17:20Z 29K followers, 79.8K engagements


"The Death of $TSLA turned out to be fake news. Surprise"  
[X Link](https://x.com/JOBhakdi/status/1976234545931485528) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-09T10:33Z 29K followers, 15K engagements


"I would argue the opposite - I am shocked at how much money everyone makes. Grok OpenAI Cursor Anthropic Lovable - it's the craziest revenue growth in history (by a large margin). Lovable went from zero to $100M ARR in X months and probably will hit a billion in the next X months"  
[X Link](https://x.com/JOBhakdi/status/1976240703433773305) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-09T10:57Z 29K followers, XXX engagements


"We also have to consider with $TSLA that at some point the perfect car hardware has been invented. That's probably the Model Y. From here it's all about optimizing production and maximizing margin minimizing COGS while scaling it for FSD. People only look on the outside at the car and its performance (Chinese EV competitors). But if someone manufactures a car for the same price as a Model Y with better specs who makes zero margin while Tesla makes XX% that competitor will not exist for long. Tesla will focus on X platforms: Model Y + X and Cybercab. the first is for larger vehicles the"  
[X Link](https://x.com/JOBhakdi/status/1976244511756931182) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-09T11:13Z 29K followers, 7527 engagements


"Lol so Dumb $TSLA $QQQ and everyone else. What is more likely: Trump wants the market up. or Trump wants the market down. A very difficult question especially after earlier this year. Of course we don't know how long this takes but my guess is not very long"  
[X Link](https://x.com/JOBhakdi/status/1976673232834187660) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-10T15:36Z 29K followers, 11.6K engagements


"I FINALLY did it. The Mouse Master Meme has now reached its final stage of perfection"  
[X Link](https://x.com/JOBhakdi/status/1977681574583054680) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-13T10:23Z 29K followers, 3251 engagements


"On a personal health note - I recently started feeling absolutely horrible and figures out I eat too many pastries and carbs. So I did a XXX no carbs and went on a pork knuckle diet. (Chicken makes me feel bad (Omega X fat) Beef is so-so and Pork was always my favorite). Within 48h I feel infinitely better. We were always propagandized red meat is bad and pork especially. Turns out red meat is great and pork is its king. Pork knuckle all the way"  
[X Link](https://x.com/JOBhakdi/status/1978726063950717283) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-16T07:33Z 29K followers, 20.8K engagements


"Let that sink in. Gold at 30T. Bitcoin at 2.13T. Bitcoin at 1M would push it only to 21T still over XX% below Gold"  
[X Link](https://x.com/JOBhakdi/status/1979948113583280344) [@JOBhakdi](/creator/x/JOBhakdi) 2025-10-19T16:29Z 29K followers, 10.7K engagements