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# ![@GordonJohnson19 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1011205886.png) @GordonJohnson19 Gordon Johnson

Gordon Johnson posts on X about $tsla, tesla, in the, bitcoin the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1011205886/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1011205886/c:line/m:interactions.svg)

- [--] Week [---------] -11%
- [--] Month [---------] +531%
- [--] Months [----------] +87%
- [--] Year [----------] +15%

### Mentions: [--] [#](/creator/twitter::1011205886/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1011205886/c:line/m:posts_active.svg)

- [--] Month [--] -76%
- [--] Months [---] +3.40%
- [--] Year [-----] -28%

### Followers: [------] [#](/creator/twitter::1011205886/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1011205886/c:line/m:followers.svg)

- [--] Week [------] -0.04%
- [--] Month [------] -0.05%
- [--] Months [------] +4.70%
- [--] Year [------] +10%

### CreatorRank: [-------] [#](/creator/twitter::1011205886/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1011205886/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  37% [stocks](/list/stocks)  36% [automotive brands](/list/automotive-brands)  24% [technology brands](/list/technology-brands)  18% [cryptocurrencies](/list/cryptocurrencies)  #5598 [celebrities](/list/celebrities)  8% [social networks](/list/social-networks)  4% [countries](/list/countries)  3% [musicians](/list/musicians)  2% [exchanges](/list/exchanges)  2%

**Social topic influence**
[$tsla](/topic/$tsla) #1141, [tesla](/topic/tesla) #3698, [in the](/topic/in-the) 10%, [bitcoin](/topic/bitcoin) #2335, [$tslas](/topic/$tslas) 7%, [ai](/topic/ai) 6%, [liquidity](/topic/liquidity) #2126, [stocks](/topic/stocks) 6%, [elon musk](/topic/elon-musk) 5%, [spacex](/topic/spacex) #1302

**Top accounts mentioned or mentioned by**
[@gljresearch](/creator/undefined) [@elonmusk](/creator/undefined) [@bitcoin](/creator/undefined) [@federalreserve](/creator/undefined) [@secgov](/creator/undefined) [@grok](/creator/undefined) [@dariocpx](/creator/undefined) [@nhtsagov](/creator/undefined) [@cnbc](/creator/undefined) [@munstergene](/creator/undefined) [@finra](/creator/undefined) [@cpdncaa](/creator/undefined) [@business](/creator/undefined) [@yahoofinance](/creator/undefined) [@thejusticedept](/creator/undefined) [@sunny051488](/creator/undefined) [@doge](/creator/undefined) [@elonmusks](/creator/undefined) [@robotaxi](/creator/undefined) [@secscottbessent](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/bitcoin) [Sunrun Inc (RUN)](/topic/$run) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/$msft) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Morgan Stanley (MS)](/topic/morgan-stanley) [Sleepless AI (AI)](/topic/$ai) [UnitedHealth Group (UNH)](/topic/$unh) [Born in [--] (19)](/topic/$19) [Official Trump (TRUMP)](/topic/official-trump) [Oracle Corporation (ORCL)](/topic/$orcl) [Optimus (OPTIMUS)](/topic/$optimus)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Preying on the financially illiterate via a useless set of CPU code that's only purpose is speculation + funding-criminals + generating-fees-for-Wall-Street-banks = destructive to society writ large. We tried private $ in the Free Banking Era of the 19th century 1837-1863; it was a failure; it was a failure due to fraud; the truth is @Bitcoin is not the future of $ its the PAST @GordonJohnson19 @Bitcoin @federalreserve @GLJ_Research All the flavors in the world and you chose salty @GordonJohnson19 @Bitcoin @federalreserve @GLJ_Research All the flavors in the world and you chose salty"  
[X Link](https://x.com/GordonJohnson19/status/2022003997524066624)  2026-02-12T17:44Z 60.6K followers, [----] engagements


"1/2 $AI Credit Default Swap spreads are surging again w/ @SoftBank at the widest in [--] months. Given: default probability = (CDS spread) (1 - recovery rate) or (3.09%) (1 - 40%) = 5.1%/yr (25% in total) the mkt is saying @SoftBank has 1-in-4 odds of defaulting in 5yrs. https://twitter.com/i/web/status/2013805023059124464 https://twitter.com/i/web/status/2013805023059124464"  
[X Link](https://x.com/GordonJohnson19/status/2013805023059124464)  2026-01-21T02:45Z 60.7K followers, [----] engagements


"UNITEDHEALTH SINKS MORE THAN 9% ON MEDICARE RATES REPORT WHITE HOUSE PLANS FLAT RATES FOR MEDICARE INSURERS IN 2027: WSJ Keep an eye on this one ✍ Rep. Kevin Hern just sold off his entire $500000 position in United Health $UNH His note in the filing was "Sell to close" Hern sits on the House Subcommittee on Health https://t.co/qLaGuZSwxS Keep an eye on this one ✍ Rep. Kevin Hern just sold off his entire $500000 position in United Health $UNH His note in the filing was "Sell to close" Hern sits on the House Subcommittee on Health https://t.co/qLaGuZSwxS"  
[X Link](https://x.com/GordonJohnson19/status/2015921037032972548)  2026-01-26T22:53Z 60.7K followers, [----] engagements


"$TSLA's core business is imploding. Thus more stock pumps like the one last week (where $TSLA twitter claimed to have unsupervised self-driving cars on the road when in reality the supervisor was moved to a trailing car vs. the front passengers' seat) will be done. [--] Tesla Robotaxi Rides [--] Ls [--] goal of finding an unsupervised Model Y Its tough to get a ride on the app & every ride I take one I see legitimately 4-5 cars mapping the area that could be on the app This was also my 5th ride in a row with the supervisor in the drivers https://t.co/fxAvY4dWrx [--] Tesla Robotaxi Rides [--] Ls [--] goal"  
[X Link](https://x.com/GordonJohnson19/status/2016505687505830058)  2026-01-28T13:36Z 60.7K followers, 11.2K engagements


"Q4 GAAP EPS + rev + FCF missed. And they are guiding to $20bn in CAPEX in 2026E which means a MASSIVE $10bn FCF burn this yr and neg. FCF every qtr this yr. Oh. and stock based comp surged which has a lot to do with the "beat" on non-GAAP EPS. Other than that. carry on. @GordonJohnson19 @SECGov @NHTSAgov @FINRA @cpdncaa @CNBC @business @YahooFinance @TheJusticeDept How bout that EPS beat Gordon You're the guy holding a $19 price target right Lmfiao 😆 @GordonJohnson19 @SECGov @NHTSAgov @FINRA @cpdncaa @CNBC @business @YahooFinance @TheJusticeDept How bout that EPS beat Gordon You're the guy"  
[X Link](https://x.com/GordonJohnson19/status/2016654338332959126)  2026-01-28T23:27Z 60.6K followers, 14.9K engagements


"Thoughts @sunny051488 I know you're still up a lot; but is there any price you begin to worry Just curious you will never guess at what time Jane's algos smashed bitcoin https://t.co/WbKJFxdjPn you will never guess at what time Jane's algos smashed bitcoin https://t.co/WbKJFxdjPn"  
[X Link](https://x.com/GordonJohnson19/status/2016898287412838845)  2026-01-29T15:36Z 60.7K followers, [----] engagements


"1/2 @elonmusk said $TSLA would sell 250K Cybertrucks/yr in [----]. It was his next BIG THING. It was going to change EVERYTHING for $TSLA (@GLJ_Research said for yrs it would be a massive flop). He sold around 20K in [----]. He also said he cut $2tn in US spending at @DOGE. Yet. One observation on this: Tesla ranks low on Nvidia and Samsung's list of customers - not making the top ten of either and accounting for less than 1% of their sales according to data compiled by Bloomberg. On the flip side spending on Nvidia gear accounts for 13% of Tesla's One observation on this: Tesla ranks low on"  
[X Link](https://x.com/GordonJohnson19/status/2016920413259911468)  2026-01-29T17:04Z 60.7K followers, 15.6K engagements


"2/2. a nonpartisan analysis est'd that @DOGE's cuts & restructuring ACTUALLY cost taxpayers about $135bn in [----]. The point you ask Shouldn't Wall Street be underwriting some risk that @elonmusk's wild claims around FSD & humanoid robots FAIL. like cybertruck& @DOGE did"  
[X Link](https://x.com/GordonJohnson19/status/2016920416317591940)  2026-01-29T17:04Z 60.7K followers, [----] engagements


"Why do you say no chase car It appears to be right behind you (as per your video) $TSLA Unsupervised without chase tailing cars are truly here in Austin 🙌 Ride [--] was my magic number what a truly awesome experience. Made the whole week worth it & then some. Tesla Robotaxi Model Y flys under the radar nobody knew I was in a self driving car. @robotaxi https://t.co/iTeKKoteEf Unsupervised without chase tailing cars are truly here in Austin 🙌 Ride [--] was my magic number what a truly awesome experience. Made the whole week worth it & then some. Tesla Robotaxi Model Y flys under the radar nobody"  
[X Link](https://x.com/GordonJohnson19/status/2016955961475203087)  2026-01-29T19:25Z 60.7K followers, 45.4K engagements


"Across the [--] European mkts that report daily auto registrations $TSLA's Jan. [----] sales declined -42.6% YoY & collapsed -88.5% sequentially. In short this is not volatility around a stable base but an ongoing European demand unwind with no evidence yet of a bottom"  
[X Link](https://x.com/GordonJohnson19/status/2018356337990590826)  2026-02-02T16:10Z 60.7K followers, 11.6K engagements


"The greatest musician to ever live. Being a kid in the 80s and having Michael Jackson was truly something special. There will never be another. This movie will gross billions. #theking The new trailer for the Michael Jackson biopic has been released. In theaters on April [--]. https://t.co/qZJch9kpkL The new trailer for the Michael Jackson biopic has been released. In theaters on April [--]. https://t.co/qZJch9kpkL"  
[X Link](https://x.com/GordonJohnson19/status/2018699071330902280)  2026-02-03T14:52Z 60.7K followers, [----] engagements


"@Porter_and_Co If you believe he'll do ANY of that. I have a bridge to sell you in Brooklyn"  
[X Link](https://x.com/GordonJohnson19/status/2018780830408278343)  2026-02-03T20:17Z 60.7K followers, [----] engagements


"@JCOviedo6 Is this real"  
[X Link](https://x.com/GordonJohnson19/status/2018849510441746847)  2026-02-04T00:50Z 60.7K followers, [----] engagements


"So is the bull case for #Bitcon at today's levels "smart" guys on twitter are buying a de facto set of computer code that HAS NO INTRINSIC VALUE so. I should too given they must know more than me Is that the bull case Thoughts Cardone Capital adds BTC at $72000. For those who wanted a lower price now you have it lets see if you follow through. For those who think its going to zero youre a little closer now just have to wait and see. 😂 Cardone Capital adds BTC at $72000. For those who wanted a lower price now you have it lets see if you follow through. For those who think its going to zero"  
[X Link](https://x.com/GordonJohnson19/status/2019216151348191581)  2026-02-05T01:07Z 60.7K followers, 11.5K engagements


"1/2 You'll (likely) be begging for a U.S. gov't bailout soon - you'll call it a national security threat/interest. Why Well U.S. liquidity is falling. and falling fast n-term. For instance: (a) through 2/17 the @SecScottBessent. Were so early that sitting members of Congress believe you can Bail out Bitcoin. https://t.co/zgbasBGV0a Were so early that sitting members of Congress believe you can Bail out Bitcoin. https://t.co/zgbasBGV0a"  
[X Link](https://x.com/GordonJohnson19/status/2019220616524562837)  2026-02-05T01:24Z 60.6K followers, [----] engagements


"2/2. is draining $100bn via bonds issued (b) in Wed's QRA release Bessent said the TGA will peak at $1.025bn (+/- $50bn) in Apr. vs. $900bn today meaning another $150bn liquidity drain & (c) all of this = less bank reserves which historically is BAD for @Bitcoin. https://twitter.com/i/web/status/2019220675035078939 https://twitter.com/i/web/status/2019220675035078939"  
[X Link](https://x.com/GordonJohnson19/status/2019220675035078939)  2026-02-05T01:24Z 60.6K followers, [----] engagements


"@Ubertag90210 $TSLA's stock price has displayed a VERY high historical correlation to qtrs in which it prints negative FCF - and it has never printed more than 1qtr consecutively of negative FCF. Yet Wall Street is forecasting all of [----] (4 consecutive qtrs) will be defined by neg. FCF"  
[X Link](https://x.com/GordonJohnson19/status/2019235357708230825)  2026-02-05T02:23Z 60.7K followers, [---] engagements


"@PlopTslq75821 Does @SpaceX or @xai actually generate positive FCF"  
[X Link](https://x.com/GordonJohnson19/status/2019235561375158762)  2026-02-05T02:24Z 60.7K followers, [---] engagements


"@Matt_Hougan Not until 100% of them are telling you to "sell with both hands" will the bear end. Just like it took 100% of the bears to (literally) die for the bull market to end"  
[X Link](https://x.com/GordonJohnson19/status/2019478174875230349)  2026-02-05T18:28Z 60.7K followers, [---] engagements


"This is really bad for tech companies. Interesting. White House Official: Trump is expected to add a new $100000 fee for H-1B visas and is set to sign the order as soon as Friday. White House Official: Trump is expected to add a new $100000 fee for H-1B visas and is set to sign the order as soon as Friday"  
[X Link](https://x.com/GordonJohnson19/status/1969100001360896209)  2025-09-19T18:03Z 60.6K followers, 143.5K engagements


"1/10 $MSFT CDS (WAY HIGHER) $CRWV CDS has exploded to [---]. WOWZERS. #nothingtoseehere https://t.co/mmjYojhDlB $CRWV CDS has exploded to [---]. WOWZERS. #nothingtoseehere https://t.co/mmjYojhDlB"  
[X Link](https://x.com/GordonJohnson19/status/1986793825579216902)  2025-11-07T13:52Z 60.6K followers, 354.6K engagements


"How to calculate default probability when looking at CDS spreads. $CRWV $ORCL CDS for the AI companies today. nothing to see here. https://t.co/DhYEiOPdcb CDS for the AI companies today. nothing to see here. https://t.co/DhYEiOPdcb"  
[X Link](https://x.com/GordonJohnson19/status/1989040291836493881)  2025-11-13T18:38Z 60.6K followers, 388K engagements


"1/2 Hey @grok: in the tweet below @elonmusk is selling $Optimus as some fully autonomous AI marvel; but the real footage below looks suspiciously like a high-priced puppet on teleoperation strings. Are we really supposed to ignore this disconnect 🤖 Man captured the moment when Optimus robot moved its hands near its head and then collapsed to the floor at Tesla party in Miami Users recognized robot's characteristic gestures of removing its VR headset it means something had happened to the robot's operator and he https://t.co/oP8bXVbxcI 🤖 Man captured the moment when Optimus robot moved its"  
[X Link](https://x.com/GordonJohnson19/status/1998198938521026689)  2025-12-09T01:12Z 60.6K followers, 38.4K engagements


"The U.S. taxpayer continues to subsidize the richest man in the world's also-ran car biz - i.e. $TSLA - due to (very illogical) socialist policies - shockingly engineered mainly by the democrats (i.e. the party @elonmusk appears dead-set on destroying). #youcantmakethisup $TSLA - 80% of Operating Profits comes from regulatory benefits. Excl. credits the Operating Profit margin would be sub 1%. The Energy gross margin is 21% excl credits. Source 10-K. Is there any intrinsic value in the company https://t.co/mf38CjfJxV $TSLA - 80% of Operating Profits comes from regulatory benefits. Excl."  
[X Link](https://x.com/GordonJohnson19/status/2018595546445832503)  2026-02-03T08:00Z 60.6K followers, 15.8K engagements


"One big happy company w/ around -$25bn/yr in free-cash-flow burn (i.e. a cash incinerator). The (likely) key here is to keep the private companies private (for as long as they can) to generate hype for more private rounds. There will be no merger anytime soon. $TSLA Tesla can now merge with spaceX in a 1-1 share deal as they are basically valued the same. And then this is one big public company. the stars/planets have aligned. $tsla #SpaceX Tesla can now merge with spaceX in a 1-1 share deal as they are basically valued the same. And then this is one big public company. the stars/planets have"  
[X Link](https://x.com/GordonJohnson19/status/2018704700049170832)  2026-02-03T15:14Z 60.6K followers, [----] engagements


"1/2 Historically when $TSLA's free-cash-flow ("FCF") is negative $TSLA's stock crashes intraquarter (NOT when the #'rs are reported). And Wall Street is modeling DEEPLY neg. FCF for $TSLA in each qtr in '26. If history repeats $TSLA's stock COULD crash 50% in 3-5 weeks. @BradMunchen @welockett @GordonJohnson19 the comments down thread are scathing. The cultists still believe but lots of people are questioning when Optimus robotaxi or FSD is going to show. The Elon big promise to cover the slip is not working anymore @BradMunchen @welockett @GordonJohnson19 the comments down thread are"  
[X Link](https://x.com/GordonJohnson19/status/2019098171629093225)  2026-02-04T17:18Z 60.6K followers, 12.4K engagements


"@JustinWolfers It's a massive ponzi scheme that produces NOTHING uses a LOT of energy resources and takes money (mostly) from unsophisticated investors and puts it in the pocket of (mostly) grifters/con-men"  
[X Link](https://x.com/GordonJohnson19/status/2019792427054170612)  2026-02-06T15:16Z 60.6K followers, 14.3K engagements


"@invisible_hand2 Putting the financial stability of an entire country into a ponzi scheme is sad; when sad the best thing to do is laugh"  
[X Link](https://x.com/GordonJohnson19/status/2022004390354436178)  2026-02-12T17:46Z 60.6K followers, [--] engagements


"If @Not_KevinWarsh unleashes the liquidity spigot sending the dollar tumbling lower you're beloved @Bitcoin will likely work quite well. All risk assets will shoot higher - which means back-breaking inflation for the masses. For now however the liquidity spigot is off"  
[X Link](https://x.com/GordonJohnson19/status/2022044564287000931)  2026-02-12T20:26Z 60.6K followers, [--] engagements


"It would appear the CEO is having NO ISSUES selling. JUST IN: Coinbase says users currently unable to buy sell or transfer crypto. JUST IN: Coinbase says users currently unable to buy sell or transfer crypto"  
[X Link](https://x.com/GordonJohnson19/status/2022046047397453891)  2026-02-12T20:32Z 60.6K followers, 19.4K engagements


"Question: Does anyone have an explanation for why the trajectory of the CPI index shifted so abruptly lower following the Oct. gov't shutdown B/c when you look at the data - not the headlines - the path appears acutely different. Something changed. Thoughts https://twitter.com/i/web/status/2022423991533687029 https://twitter.com/i/web/status/2022423991533687029"  
[X Link](https://x.com/GordonJohnson19/status/2022423991533687029)  2026-02-13T21:33Z 60.6K followers, [----] engagements


"Ummm. $NVDA is currently trading at 27.6x sales which means the "market" expects $NVDA to pay it as a dividend 100% of its sales every yr for the next 27.6yrs. I'll remind you of this quote from Sun Microsystems' CEO when the bubble burst in [----]. http://dot.com @GordonJohnson19 Everyone is bearish on AI today. Wtf are you saying http://dot.com @GordonJohnson19 Everyone is bearish on AI today. Wtf are you saying"  
[X Link](https://x.com/GordonJohnson19/status/1989022888092119459)  2025-11-13T17:29Z 60.6K followers, 851.9K engagements


"This will absolutely happen; and it will be GREAT for financial markets. Crazy/stupid has been normalized and that is never good for society writ large (i.e. drug addicts buying politicians is NOT GOOD for democracy). The teachings of "The Intelligent Investor" have been trampled on and they need to be reasserted. When we witness the great bloodbath and all these sketchy centralized exchanges collapse overnight and everyone rushes to exit dont be shocked when withdrawals get frozen and they disappear with your money. Almost every top exchange has repeatedly been caught running When we witness"  
[X Link](https://x.com/anyuser/status/2019264301572239438)  2026-02-05T04:18Z 60.6K followers, [----] engagements


""You do your own research and make your own decisions" - hey @genesimmons. how do you "research" a worthless set of CPU code that has no intrinsic value beyond speculating and facilitating crime Can you tell us the "research" you've done here Maybe that would help My personal philosophy re Bitcoin is to hold (HODL). I firmly believe in the future. You need to do your own research and make your own decisions. My personal philosophy re Bitcoin is to hold (HODL). I firmly believe in the future. You need to do your own research and make your own decisions"  
[X Link](https://x.com/anyuser/status/2019378356043858009)  2026-02-05T11:51Z 60.6K followers, [----] engagements


"Its not immigrants stealing your jobs. Its tech billionaires masquerading as AI efficiency. U.S. JOB CUTS TOTAL [------] IN JANUARY - CHALLENGER U.S. JOB CUTS TOTAL [------] IN JANUARY - CHALLENGER"  
[X Link](https://x.com/anyuser/status/2019394072159613100)  2026-02-05T12:53Z 60.6K followers, [----] engagements


"Pocket aces for the bears: Jan. job cuts hit the highest lvl since '09. Companies announced 108k layoffs (+118% y/y) while hiring plans fell to the weakest Jan. on record = Jan. net cut of 103K (+136%). When labor cracks & hiring freezes its usually not a soft landing"  
[X Link](https://x.com/anyuser/status/2019469485493653545)  2026-02-05T17:53Z 60.6K followers, [----] engagements


"Wow this is an AMAZING write up. $TSLA @SpaceX @xai This guy cooked. And he is sadly likely to be mostly right. https://t.co/NueIwmswg4 This guy cooked. And he is sadly likely to be mostly right. https://t.co/NueIwmswg4"  
[X Link](https://x.com/anyuser/status/2019512485989216419)  2026-02-05T20:44Z 60.6K followers, 16.8K engagements


"Are you talking about $TSLA and $MSFT Current ceos of publicly traded companies who were close to Epstein might be ill-advised to stay on and bring disgrace to their companies. I can think of some leaders who must have known their names would come out who stayed on and ran prominent firms-- disgusting and disgraceful Current ceos of publicly traded companies who were close to Epstein might be ill-advised to stay on and bring disgrace to their companies. I can think of some leaders who must have known their names would come out who stayed on and ran prominent firms-- disgusting and disgraceful"  
[X Link](https://x.com/anyuser/status/2019712373695897933)  2026-02-06T09:58Z 60.6K followers, [----] engagements


"Does this mean $TSLA shareholders will be paying xAIs debt 🚨 JUST IN: "SpaceX will not have to repay xAI debt under merger structure" someone's gunna have to pay it. hmm. 🚨 JUST IN: "SpaceX will not have to repay xAI debt under merger structure" someone's gunna have to pay it. hmm"  
[X Link](https://x.com/anyuser/status/2019713101319565620)  2026-02-06T10:01Z 60.6K followers, 11.8K engagements


"Manufacturing Employment: The Slow-Motion Recession Nobodys Pricing In. Jan. marked another shoe dropping w/ manuf shedding 8k jobs per ADP extending the losing streak to [--] consecutive months the longest run since records began in [----]. Zooming out the damage is no longer marginal: payrolls fell by 154k in [----] & another 177k in [----] taking cumulative losses since the [----] peak to 403k. Total manuf. employment now sits at 12.483mm back to late-2021 levels and roughly halfway to the devastation seen during COVID but this time without a pandemic to blame. Bottom line: this isnt noise or"  
[X Link](https://x.com/GordonJohnson19/status/2021315440798994823)  2026-02-10T20:08Z 60.6K followers, [----] engagements


"TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD. *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD"  
[X Link](https://x.com/GordonJohnson19/status/2021349520253260221)  2026-02-10T22:24Z 60.6K followers, 87K engagements


"The funny thing is if its bad what do stocks do No one really knows but will act like it was obvious in hindsight. B/c central banks have completely distorted price discovery (as well as a non-existent @SECGov). TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD. TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD"  
[X Link](https://x.com/GordonJohnson19/status/2021402372594073669)  2026-02-11T01:54Z 60.6K followers, [----] engagements


"The one-day VIX spiked to [----] yesterday; so no matter what the job numbers are the VIX will fall and stocks will rally on the data release (initially). Who knows how they close the day but they will (likely) open up as the VIX falls. TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD. TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD"  
[X Link](https://x.com/anyuser/status/2021573139474403424)  2026-02-11T13:12Z 60.6K followers, [----] engagements


"The benchmark revisions quietly rewrote the jobs story. Avg payroll gains were marked down sharply: [----] from 49k to 15k [----] from 168k 122k [----] from 216k to 210k Strip away the headline noise and the message is clear: [----] didnt cool - it bordered on stall speed"  
[X Link](https://x.com/GordonJohnson19/status/2021604303476085023)  2026-02-11T15:16Z 60.6K followers, [----] engagements


"BITCOIN CRASH BATTERS EL SALVADOR IMPERILS IMF DEAL Bitcoins plunge has slashed the value of El Salvadors holdings by roughly $300 million exposing the risks of President Bukeles crypto bet and shaking the countrys debt markets. Despite the losses Bukele keeps buying https://t.co/O24e3nTIzR BITCOIN CRASH BATTERS EL SALVADOR IMPERILS IMF DEAL Bitcoins plunge has slashed the value of El Salvadors holdings by roughly $300 million exposing the risks of President Bukeles crypto bet and shaking the countrys debt markets. Despite the losses Bukele keeps buying https://t.co/O24e3nTIzR"  
[X Link](https://x.com/GordonJohnson19/status/2021999227132686767)  2026-02-12T17:25Z 60.6K followers, [----] engagements


"Why is the useless set of CPU code/pyramid-scheme known as @Bitcoin falling with no bid Simple. There's no more excess @federalreserve liquidity in the system. @GLJ_Research warned that when the O/N RRP was drained the 🐀poison known as #Bitcoin was on borrowed time"  
[X Link](https://x.com/GordonJohnson19/status/2021950681159213162)  2026-02-12T14:13Z 60.6K followers, [----] engagements


"*COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME of course *COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME of course"  
[X Link](https://x.com/GordonJohnson19/status/2022015143442526511)  2026-02-12T18:29Z 60.6K followers, [----] engagements


"cc: @JimBiancobianc4 @jasonfurman @fcastofthemonth @profplum99"  
[X Link](https://x.com/GordonJohnson19/status/2022423993782075496)  2026-02-13T21:33Z 60.6K followers, [----] engagements


"He sure did. It was actually supposed to start generating revenue in [----]. Now its [----]. All the Austin unsupervised robotaxi nonsense - where $TSLA moved the safety drive from the front side passenger seat to a trailing car - took all the attention. But this is a HUGE dealt. Wait did he just casually delay Optimus by [--] year Wait did he just casually delay Optimus by [--] year"  
[X Link](https://x.com/GordonJohnson19/status/2015007022157111357)  2026-01-24T10:21Z 60.7K followers, [----] engagements


"Keep in mind these robots in Wall Streets mind represent 70% of $TSLAs $1.5tn valuation"  
[X Link](https://x.com/GordonJohnson19/status/2015007025952858182)  2026-01-24T10:21Z 60.7K followers, [----] engagements


"Thoughts @elonmusk Yann LeCun says absolutely none of the humanoid companies have any idea how to make those robots smart enough to be useful. https://t.co/z0wYtXwcf8 Yann LeCun says absolutely none of the humanoid companies have any idea how to make those robots smart enough to be useful. https://t.co/z0wYtXwcf8"  
[X Link](https://x.com/GordonJohnson19/status/2015967838817615913)  2026-01-27T01:59Z 60.6K followers, [----] engagements


"In short whoever trades #Silver in a crypto exchange is by definition an (extremely reckless) gambler that would have better chances in spending his/her money (randomly) in a Las Vegas casino. H/T - @DarioCpx 💥BREAKING: Whale opens a $36000000 Silver short with 25x leverage. Liquidation Price: $125. https://t.co/FZAHywOks7 💥BREAKING: Whale opens a $36000000 Silver short with 25x leverage. Liquidation Price: $125. https://t.co/FZAHywOks7"  
[X Link](https://x.com/GordonJohnson19/status/2016096938551071179)  2026-01-27T10:32Z 60.7K followers, [----] engagements


"Correction. The poor are actually looking out for the ultra rich. The poor continue to vote against their own interest (cheap healthcare + free child care + less inflation). It's amazing to see. over and over again. https://twitter.com/i/web/status/2016238666935390671 https://twitter.com/i/web/status/2016238666935390671"  
[X Link](https://x.com/GordonJohnson19/status/2016238666935390671)  2026-01-27T19:55Z 60.6K followers, [--] engagements


"$TSLA's core business is imploding. Thus more stock pumps like the one last week (where $TSLA twitter claimed to have unsupervised self-driving cars on the road when in reality the supervisor was moved to a trailing car vs. the front passengers' seat) will be done. [--] Tesla Robotaxi Rides [--] Ls [--] goal of finding an unsupervised Model Y Its tough to get a ride on the app & every ride I take one I see legitimately 4-5 cars mapping the area that could be on the app This was also my 5th ride in a row with the supervisor in the drivers https://t.co/fxAvY4dWrx [--] Tesla Robotaxi Rides [--] Ls [--] goal"  
[X Link](https://x.com/GordonJohnson19/status/2016492516158189776)  2026-01-28T12:44Z 60.6K followers, [----] engagements


"cc: @SECGov @NHTSAgov @FINRA @cpdncaa @CNBC @business @YahooFinance @TheJusticeDept ect. Answer 🦗 $TSLA Tesla's 'unsupervised' Robotaxis vanish a week after pre-earnings announcement https://t.co/H5ChWIjcMJ by @fredlambert Tesla's 'unsupervised' Robotaxis vanish a week after pre-earnings announcement https://t.co/H5ChWIjcMJ by @fredlambert"  
[X Link](https://x.com/GordonJohnson19/status/2016593371830059076)  2026-01-28T19:25Z 60.7K followers, [----] engagements


"@munster_gene"  
[X Link](https://x.com/GordonJohnson19/status/2016655188195463548)  2026-01-28T23:30Z 60.7K followers, [----] engagements


"*NVIDIA CEO: CHINA GOVERNMENT IS STILL DECIDING ON H200 CHIPS *NVIDIA HASN'T RECEIVED ORDERS FROM CHINESE CUSTOMERS: HUANG So. @WSJ. the below which pumped $NVDA's stock price (and was repeated hundreds of times) was a massive mistruth cc: @DarioCpx @Dr_Gingerballs China has approved purchases of Nvidias popular H200 artificial-intelligence chip for the first time giving authorization to several of Nvidias Chinese customers people familiar with the matter said https://t.co/ybZ3WxSKtx China has approved purchases of Nvidias popular H200 artificial-intelligence chip for the first time giving"  
[X Link](https://x.com/GordonJohnson19/status/2016751235278266488)  2026-01-29T05:52Z 60.7K followers, [----] engagements


"@1CoastalJournal @WSJ @DarioCpx @Dr_Gingerballs It used to be illegal (and still is based on the laws on the books - i.e. stock price manipulation). But when laws arent enforced they de facto become meaningless. #goldenageoffraud cc: @SECGov"  
[X Link](https://x.com/GordonJohnson19/status/2016757557835031028)  2026-01-29T06:17Z 60.7K followers, [----] engagements


"@TheRideshareGuy @robotaxi How long did you have to wait to get the supervised robotaxi Thanks"  
[X Link](https://x.com/GordonJohnson19/status/2016891730730135842)  2026-01-29T15:10Z 60.7K followers, [---] engagements


"Our view: #Bitcoin & ALL crypto has $0 value b/c: [--]. the tech doesnt solve a real problem (its simply used to speculate) [--]. its not a real currency & cant act as one (fixed supply) [--]. all cryptos are unregistered securities & [--]. private currencies have ALWAYS BEEN DISASTER @GordonJohnson19 My avg on the credit cards is 37k so when its technically under that Ill start worrying. @GordonJohnson19 My avg on the credit cards is 37k so when its technically under that Ill start worrying"  
[X Link](https://x.com/GordonJohnson19/status/2016912743542997384)  2026-01-29T16:34Z 60.7K followers, [----] engagements


"@JigarShahDC No they arent"  
[X Link](https://x.com/GordonJohnson19/status/2017319282665828466)  2026-01-30T19:29Z 60.7K followers, [----] engagements


"@DiMartinoBooth @Stimpyz1 How is it prison when it costs 4.85% to tap the BTFP YET they get 4.83% overnight at the Fed or a cost of capital of 0.02% PLEASE. PUT ME IN PRISION And banks then lend against this new cash which finds it's way into the stock market. I know you hate calling this QE"  
[X Link](https://x.com/GordonJohnson19/status/1646602851756527618)  2023-04-13T19:54Z 60.7K followers, [----] engagements


"@DiMartinoBooth @Stimpyz1 . but if it looks like a duck (the Fed printed $s & then used those $s to take bonds of banks hands to the tune of $400bn in [--] weeks vs. $572bn in QT done over the prior [--] months) quacks like a duck & walks like a duck (the S&P is up EVERY week since BTFP) it's a duck"  
[X Link](https://x.com/GordonJohnson19/status/1646603555099365384)  2023-04-13T19:57Z 60.7K followers, [---] engagements


"1/4 So what is @SecYellen's TGA account bal. (i.e. the U.S. govt's pocketbook to pay its bills) telling us on when the debt ceiling will be inevitably resolved Well we now know that: (a) over the 4/12/23-to-4/19/23 timeframe @SecYellen's TGA account balance grew"  
[X Link](https://x.com/GordonJohnson19/status/1649161412135067648)  2023-04-20T21:21Z 60.7K followers, 15K engagements


"@VPatelFX What's the Bloomberg ticker for this"  
[X Link](https://x.com/GordonJohnson19/status/1688637704374755328)  2023-08-07T19:46Z 60.7K followers, [----] engagements


"24/25. do much of its job leading to strong employment and economic growth which is NOT achievable with rising prices. Oh and when people say the economy is currently strong the reality is this is a VERY hard statement to prove. Why Simply put the economy"  
[X Link](https://x.com/GordonJohnson19/status/1852295023703777381)  2024-11-01T10:22Z 60.6K followers, [----] engagements


"25/25. has been goosed recently by $17tn in stock market wealth that came about starting last Dec. when the nineteen @federalreserve members started talking nearly daily about coming massive/numerous rates cuts or accommodation. So with all the massive liquidity that the @federalreserve has ushered in due to stock market gains it's REALLY hard to measure how truly strong the stock market is. With respect to the bond market and hows it reacted to the Feds recent 50bps rate cut when inflation first hit 7% 8% and 9% 2021-22 and the Fed wanted to begin to address inflation what did they do Well"  
[X Link](https://x.com/GordonJohnson19/status/1852295027021554166)  2024-11-01T10:22Z 60.6K followers, [----] engagements


"AI related CHEVRON PLANS TO CUT UP TO $3B IN COSTS AND REDUCE ITS WORKFORCE BY 20% THROUGH A MAJOR GLOBAL REORGANIZATION CHEVRON PLANS TO CUT UP TO $3B IN COSTS AND REDUCE ITS WORKFORCE BY 20% THROUGH A MAJOR GLOBAL REORGANIZATION"  
[X Link](https://x.com/GordonJohnson19/status/1943106925844938887)  2025-07-10T00:36Z 60.7K followers, [----] engagements


"2/4 What's driving this Well in short this has been driven by a collapse in the Treasury General Account ("TGA") balance providing banks with more reserves which they have lent out to "gambling addicts" or people buying stocks with leverage (i.e. money they don't have)"  
[X Link](https://x.com/GordonJohnson19/status/1948013259103035848)  2025-07-23T13:32Z 60.7K followers, [---] engagements


"3/4 Yet with the TGA expected to rise again to $850bn by Sep. 30th it seems bank reserves will once again fall sending margin debt (i.e. market leverage) crashing too. and with it. likely stocks"  
[X Link](https://x.com/GordonJohnson19/status/1948013261464420476)  2025-07-23T13:32Z 60.7K followers, [----] engagements


"Does anyone know what the informed/intellectual bear thesis is for global uranium stocks I realize spot U3O8 prices have come down as $SPUT filled the bank by buying again recently and has since stopped. But can anyone tell me what the bear thesis is on the Uranium space"  
[X Link](https://x.com/GordonJohnson19/status/1948746065626198092)  2025-07-25T14:04Z 60.7K followers, [----] engagements


"Thoughts on this uranium bulls Does this mean the next stop for U3O8 is sub $60/lb Thoughts @quakes99 Thoughts @uraniuminsider Barring a $SPUT purchase are U3O8 prices destined for $60/lb"  
[X Link](https://x.com/GordonJohnson19/status/1980421617986777464)  2025-10-20T23:51Z 60.7K followers, [----] engagements


"$TSLA had a horrible Oct. in China (pic below) which is supposed to be its "growth" market. YTD through Oct. $TSLA's China (wholesale) sales are down -10.2% y/y. Q4 is shaping up to be an utter disaster for @elonmusk's car company"  
[X Link](https://x.com/GordonJohnson19/status/1985807467180167599)  2025-11-04T20:32Z 60.7K followers, [----] engagements


"🚨The TGA saw its first sig. fall today down $34bn to $925bn from $959bn; @SecScottBessent's target TGA bal. for Q4 is $850bn; however @fintwit_news expects him to drop it (far) below this level to support stock prices (i.e. liquidity injection). Something to keep watch on"  
[X Link](https://x.com/GordonJohnson19/status/1990966406696104208)  2025-11-19T02:12Z 60.7K followers, [----] engagements


"So no current $TSLA cars are capable of unsupervised driving Thoughts @DivesTech and @munster_gene What about you @ARKInvest It looks like all Teslas sold prior to [----] wont be capable of unsupervised full self driving. A lot of modifications to the robotaxi just so they dont have to add a $200 LiDAR. $tsla $rivn https://t.co/FG0bas6qaz It looks like all Teslas sold prior to [----] wont be capable of unsupervised full self driving. A lot of modifications to the robotaxi just so they dont have to add a $200 LiDAR. $tsla $rivn https://t.co/FG0bas6qaz"  
[X Link](https://x.com/GordonJohnson19/status/2015401584407023835)  2026-01-25T12:29Z 60.6K followers, 25.4K engagements


"So basically unavailable when it matters/most of the day Tesla Robotaxi Austin last [--] hours availability. Red = no cars available yellow = [--] mins https://t.co/jCByZPgenF Tesla Robotaxi Austin last [--] hours availability. Red = no cars available yellow = [--] mins https://t.co/jCByZPgenF"  
[X Link](https://x.com/GordonJohnson19/status/2017231826805202972)  2026-01-30T13:42Z 60.7K followers, [----] engagements


"🚨 - PPI inflation comes in 🔥 PPI 0.5% MoM Exp. 0.2% PPI Core 0.7% MoM Exp. 0.2% PPI 3.0% YoY Exp. 2.8% PPI Core 3.3% YoY Exp. 2.9% https://twitter.com/i/web/status/2017234175003119681 https://twitter.com/i/web/status/2017234175003119681"  
[X Link](https://x.com/GordonJohnson19/status/2017234175003119681)  2026-01-30T13:51Z 60.6K followers, [----] engagements


"100x revenue. Why not SPACEX GENERATED BETWEEN $15 BILLION AND $16 BILLION IN REVENUE LAST YEAR SOURCES SAY SPACEX GENERATED BETWEEN $15 BILLION AND $16 BILLION IN REVENUE LAST YEAR SOURCES SAY"  
[X Link](https://x.com/GordonJohnson19/status/2017372935728562637)  2026-01-30T23:02Z 60.6K followers, 42.9K engagements


"$NVDA - OPENAI UNSATISFIED WITH SPEED AT WHICH NVIDIAS HARDWARE CAN SPIT OUT ANSWERS TO CHATGPT USERS FOR COMPLEX PROBLEMS -SOURCES $NVDA - OPENAI UNSATISFIED WITH SPEED AT WHICH NVIDIAS HARDWARE CAN SPIT OUT ANSWERS TO CHATGPT USERS FOR COMPLEX PROBLEMS -SOURCES"  
[X Link](https://x.com/GordonJohnson19/status/2018439315668259146)  2026-02-02T21:40Z 60.7K followers, [----] engagements


"@MartinViecha could this be the result of TSLA allegedly using non-auto grade chips that were not tested to perform under certain corner conditions (i.e. a voltage regulator for a webcam doesnt need to perform at [---] celcius but an auto chip does) @HarshEconomist @NHTSAgov NHTSA SAYS IT IS DISCUSSING VEHICLE HEATING ISSUE WITH TESLA AND EVALUATING POTENTIAL SAFETY CONCERNS $TSLA NHTSA SAYS IT IS DISCUSSING VEHICLE HEATING ISSUE WITH TESLA AND EVALUATING POTENTIAL SAFETY CONCERNS $TSLA"  
[X Link](https://x.com/GordonJohnson19/status/1482080996480667649)  2022-01-14T20:03Z 60.6K followers, [--] engagements


"@Sunrun Questions my team has: [--]. People keep telling us EBITDA and free-cash-flow (FCF) are the wrong metrics to look at when analyzing Sunrun (RUN); but given your EBITDA was -$37.7mn in 3Q21 vs. -$8.9mn in 3Q20 and your FCF was -$620.9mn in 3Q21 vs. -$271.5mn in"  
[X Link](https://x.com/GordonJohnson19/status/1489018986570428419)  2022-02-02T23:32Z 60.6K followers, [--] engagements


"🚨🚨This is HUGE news; so the guy leading FSD TSLA's most important program/product (although right now it's still simply vaporware) is on a 4-month sabbatical If I recall correctly the last major executive to take a sabbatical never came back. Wow https://www.wsj.com/articles/teslas-engineering-chief-takes-leave-of-absence-at-pivotal-moment-1526082594 @chansoo @ilyasut @karpathy Toronto streetcars are not yet handled well by FSD. Btw @karpathy is on a [--] month sabbatical. https://www.wsj.com/articles/teslas-engineering-chief-takes-leave-of-absence-at-pivotal-moment-1526082594 @chansoo"  
[X Link](https://x.com/GordonJohnson19/status/1508112964150247425)  2022-03-27T16:05Z 60.6K followers, [---] engagements


"Our full appearance on Zeroes TV - https://www.zer0es.tv/interviews-and-analysis/the-most-reckless-fed-in-history/ https://www.zer0es.tv/interviews-and-analysis/the-most-reckless-fed-in-history/"  
[X Link](https://x.com/GordonJohnson19/status/1520830765864562695)  2022-05-01T18:21Z 60.6K followers, [--] engagements


"1/7 Another question I have after reading the @muddywatersre report. How is it realistic that the renewal rate you assume which assumes 90% of your current subscribers will renew for another 10yrs w/ $RUN after the initial 20-/25-yr contract period That is you are assuming. YES Technologies exist to improve lives w more affordable resilient and independent energy solutions. Lets do this YES Technologies exist to improve lives w more affordable resilient and independent energy solutions. Lets do this"  
[X Link](https://x.com/GordonJohnson19/status/1554425077579620353)  2022-08-02T11:13Z 60.6K followers, [--] engagements


"1/7 Hey @MaryGPowell; can you help my team understand why in $RUN's response to the @muddywatersre' report on August [--] [----] it seems the numbers you stated are NOT supported by your deals or NREL's numbers Specifically $RUN stated:"  
[X Link](https://x.com/GordonJohnson19/status/1572293274328600578)  2022-09-20T18:35Z 60.6K followers, [--] engagements


"@SquawkCNBC interview from this am w/ my friend @munster_gene. Thanks @JoeSquawk for always asking fair questions & bringing up fair criticisms on $TSLA & @GLJ_Research's bearish view. In short we blv fundamentals not $TWTR are why the stock is down. https://www.cnbc.com/video/2022/12/14/elon-musk-is-teslas-brand-and-needs-to-pull-it-together-says-loups-gene-munster.html https://www.cnbc.com/video/2022/12/14/elon-musk-is-teslas-brand-and-needs-to-pull-it-together-says-loups-gene-munster.html"  
[X Link](https://x.com/GordonJohnson19/status/1603024104772231168)  2022-12-14T13:48Z 60.6K followers, [---] engagements


"1/11 Hey @MaryGPowell question on $RUN's fair-market-value calculations So below are the [--] key guideline the @IRS_CI lays out as per Section [----] for a credible approach to using the income method for tax credits which we blv $RUN uses. @GLJ_Research has a few questions"  
[X Link](https://x.com/GordonJohnson19/status/1635707626087383042)  2023-03-14T18:21Z 60.6K followers, 24.7K engagements


"See @GLJ_Researchs interview with @realMeetKevin discussing the Fed $TSLA $ENPH #solar recession nuclear #FSD $F $GM #EVs US/China macro @SecYellen $SVB #banking and more https://m.youtube.com/watchv=V2aAp8leshI https://m.youtube.com/watchv=V2aAp8leshI"  
[X Link](https://x.com/anyuser/status/1652752847769927681)  2023-04-30T19:12Z 60.6K followers, 41.5K engagements


"1/5 So let me get this straight $RUN. So despite the fact that your revenue was essentially flat QoQ (i.e. you are no longer growing) and you burnt ANOTHER -$895mn in cash in Q2 despite having just $669mn in cash on your bal sheet (which you fund qtrly by issuing"  
[X Link](https://x.com/GordonJohnson19/status/1687103033937948672)  2023-08-03T14:08Z 60.6K followers, 32.2K engagements


"1/4 Sure. In short #Bitcoin & ALL crypto has ZERO value b/c: [--]. the tech doesnt solve a real problem (its simply used to speculate) [--]. its not a real currency & cant act as one (fixed supply) [--]. all cryptos are unregistered securities & @GordonJohnson19 @DarioCpx Try to explain how #bitcoin (not crypto) is a ponzi @GordonJohnson19 @DarioCpx Try to explain how #bitcoin (not crypto) is a ponzi"  
[X Link](https://x.com/GordonJohnson19/status/1743215231478734892)  2024-01-05T10:17Z 60.6K followers, 198.3K engagements


"1/3 BTW. A. Jonas of @MorganStanley. one thing you forgot to mention in your note on $TSLA today where you tell people to buy b/c of ZEV credit sales is. @Stellantis said they will not be buying one more ZEV credit from $TSLA https://www.teslarati.com/stellantis-eliminate-buying-emissions-credits-tesla/ https://www.teslarati.com/stellantis-eliminate-buying-emissions-credits-tesla/"  
[X Link](https://x.com/GordonJohnson19/status/1817993359346090300)  2024-07-29T18:39Z 60.6K followers, [----] engagements


"2/3. ever and will instead pay the fine associated with missing required EV car sales. In fact in 1H24 @Stellantis paid $190mn in fines for not having enough credits sticking to its decision to stop buying them from $TSLA. So A. Jonas of @MorganStanley what"  
[X Link](https://x.com/GordonJohnson19/status/1817993361946746899)  2024-07-29T18:39Z 60.6K followers, [----] engagements


"@alpha_eos @SecYellen @federalreserve Sure the RRP which was created with excess money printed during QE-infinity 2020-22 and stood at $3tn prior to the debt ceiling being lifted has been drawn down to $290bn. Thats $3tn in stealth QE. And everyday nearly the Fed is buying Yellens bonds"  
[X Link](https://x.com/GordonJohnson19/status/1821217173328531488)  2024-08-07T16:09Z 60.6K followers, [---] engagements


"1/8 A number of the labor market indicators @GLJ_Research tracks are rolling over ALL AT THE SAME TIME. Wage Growth Job Switches/Stayers: stayers are now making more than switches which is typically indicative of recession. Challenger US Job Cut Announcements: Recent spike in [----] is inline with past three recessions. BLS Job Growth: At +0.97% YoY for Jul. we are back at similar levels to late [----] before GFC. ISM Manufacturing Employment Index: At [----] we are at the lowest level in [--] years excl pandemic. ISM Services Employment Index: At [----] we are at 3rd lowest level in [--] years excl"  
[X Link](https://x.com/GordonJohnson19/status/1952831091859210337)  2025-08-05T20:36Z 60.6K followers, 41.5K engagements


"This seems quite apropros to repost. FYI. @CNBC. maybe have more folks like this on (truth tellers) Teslas cars are unreliable unsafe and dont have the mileage. Weve been saying this for a long time says @GLJ_Research CEO @GordonJohnson19. Whats happening is the consumer. is moving away from $TSLA. https://t.co/zwyddaGNF2 Teslas cars are unreliable unsafe and dont have the mileage. Weve been saying this for a long time says @GLJ_Research CEO @GordonJohnson19. Whats happening is the consumer. is moving away from $TSLA. https://t.co/zwyddaGNF2"  
[X Link](https://x.com/GordonJohnson19/status/1955011486352318517)  2025-08-11T21:00Z 60.6K followers, 10.1K engagements


"According to @grok created by @elonmusk who @ARKInvest claims is a genius @ARKInvest said in [----] $TSLA would do $20bn/$160bn in robotaxi EBITDA in the bear/bull case in [----]. Reality was $0.00. Thus @ARKInvest/@TashaARK were 100% wrong. Yet now @DMaguireARK is right Tesla Has Launched Its RobotaxiNow What Read our latest blog for our thoughts on Teslas robotaxi launch and how it could scale from [--] vehicles today to capture a significant share of what we estimate is a $10T opportunitya thread https://t.co/SQXziVuhBe Tesla Has Launched Its RobotaxiNow What Read our latest blog for our"  
[X Link](https://x.com/GordonJohnson19/status/1958191526040780920)  2025-08-20T15:36Z 60.6K followers, [----] engagements


"So assuming a 10%/yr return these kids will have $1.389K when they turn 18yrs old $250 * (1 + .10)18 = $1.4K. Is this really something to boast about What are the Dells getting in return A promising future: Today Michael and Susan Dell announced a $6.25 billion donation to fund "Trump Accounts" for [--] million US kids. This will provide [--] million kids with $250 in an investment account ON TOP of the $1000 provided by the Trump Administration for a total of https://t.co/voVSiNGFMG A promising future: Today Michael and Susan Dell announced a $6.25 billion donation to fund "Trump Accounts" for"  
[X Link](https://x.com/GordonJohnson19/status/1995996878991683917)  2025-12-02T23:21Z 60.6K followers, 151.3K engagements


"Does this mean again $TSLA has delayed unsupervised robotaxis to a later date likely [----] (at which point odds are youll delay it again - youve been promising next year since 2018) BTW @Waymo has around 130mn miles of unsupervised/reported miles vs. [----] for $TSLA. @pbeisel Roughly [--] billion miles of training data is needed to achieve safe unsupervised self-driving. Reality has a super long tail of complexity. @pbeisel Roughly [--] billion miles of training data is needed to achieve safe unsupervised self-driving. Reality has a super long tail of complexity"  
[X Link](https://x.com/GordonJohnson19/status/2009317596693479921)  2026-01-08T17:33Z 60.6K followers, 14.2K engagements


"Didn't @SecScottBessent say it's Mainstreet's turn to win Mainstreet is literally getting ANNIHILATED (via a collapsing dollar meaning savings are worth LESS) under @SecScottBessent's policies. *BLOOMBERG DOLLAR SPOT INDEX HITS WEAKEST LEVEL SINCE MARCH [----] *BLOOMBERG DOLLAR SPOT INDEX HITS WEAKEST LEVEL SINCE MARCH 2022"  
[X Link](https://x.com/GordonJohnson19/status/2016160840286683242)  2026-01-27T14:46Z 60.6K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@GordonJohnson19 Avatar @GordonJohnson19 Gordon Johnson

Gordon Johnson posts on X about $tsla, tesla, in the, bitcoin the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

  • [--] Week [---------] -11%
  • [--] Month [---------] +531%
  • [--] Months [----------] +87%
  • [--] Year [----------] +15%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] -76%
  • [--] Months [---] +3.40%
  • [--] Year [-----] -28%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] -0.04%
  • [--] Month [------] -0.05%
  • [--] Months [------] +4.70%
  • [--] Year [------] +10%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 37% stocks 36% automotive brands 24% technology brands 18% cryptocurrencies #5598 celebrities 8% social networks 4% countries 3% musicians 2% exchanges 2%

Social topic influence $tsla #1141, tesla #3698, in the 10%, bitcoin #2335, $tslas 7%, ai 6%, liquidity #2126, stocks 6%, elon musk 5%, spacex #1302

Top accounts mentioned or mentioned by @gljresearch @elonmusk @bitcoin @federalreserve @secgov @grok @dariocpx @nhtsagov @cnbc @munstergene @finra @cpdncaa @business @yahoofinance @thejusticedept @sunny051488 @doge @elonmusks @robotaxi @secscottbessent

Top assets mentioned Tesla, Inc. (TSLA) Bitcoin (BTC) Sunrun Inc (RUN) NVIDIA Corp. (NVDA) CoreWeave, Inc (CRWV) Microsoft Corp. (MSFT) Coinbase Global Inc. (COIN) Morgan Stanley (MS) Sleepless AI (AI) UnitedHealth Group (UNH) Born in [--] (19) Official Trump (TRUMP) Oracle Corporation (ORCL) Optimus (OPTIMUS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Preying on the financially illiterate via a useless set of CPU code that's only purpose is speculation + funding-criminals + generating-fees-for-Wall-Street-banks = destructive to society writ large. We tried private $ in the Free Banking Era of the 19th century 1837-1863; it was a failure; it was a failure due to fraud; the truth is @Bitcoin is not the future of $ its the PAST @GordonJohnson19 @Bitcoin @federalreserve @GLJ_Research All the flavors in the world and you chose salty @GordonJohnson19 @Bitcoin @federalreserve @GLJ_Research All the flavors in the world and you chose salty"
X Link 2026-02-12T17:44Z 60.6K followers, [----] engagements

"1/2 $AI Credit Default Swap spreads are surging again w/ @SoftBank at the widest in [--] months. Given: default probability = (CDS spread) (1 - recovery rate) or (3.09%) (1 - 40%) = 5.1%/yr (25% in total) the mkt is saying @SoftBank has 1-in-4 odds of defaulting in 5yrs. https://twitter.com/i/web/status/2013805023059124464 https://twitter.com/i/web/status/2013805023059124464"
X Link 2026-01-21T02:45Z 60.7K followers, [----] engagements

"UNITEDHEALTH SINKS MORE THAN 9% ON MEDICARE RATES REPORT WHITE HOUSE PLANS FLAT RATES FOR MEDICARE INSURERS IN 2027: WSJ Keep an eye on this one ✍ Rep. Kevin Hern just sold off his entire $500000 position in United Health $UNH His note in the filing was "Sell to close" Hern sits on the House Subcommittee on Health https://t.co/qLaGuZSwxS Keep an eye on this one ✍ Rep. Kevin Hern just sold off his entire $500000 position in United Health $UNH His note in the filing was "Sell to close" Hern sits on the House Subcommittee on Health https://t.co/qLaGuZSwxS"
X Link 2026-01-26T22:53Z 60.7K followers, [----] engagements

"$TSLA's core business is imploding. Thus more stock pumps like the one last week (where $TSLA twitter claimed to have unsupervised self-driving cars on the road when in reality the supervisor was moved to a trailing car vs. the front passengers' seat) will be done. [--] Tesla Robotaxi Rides [--] Ls [--] goal of finding an unsupervised Model Y Its tough to get a ride on the app & every ride I take one I see legitimately 4-5 cars mapping the area that could be on the app This was also my 5th ride in a row with the supervisor in the drivers https://t.co/fxAvY4dWrx [--] Tesla Robotaxi Rides [--] Ls [--] goal"
X Link 2026-01-28T13:36Z 60.7K followers, 11.2K engagements

"Q4 GAAP EPS + rev + FCF missed. And they are guiding to $20bn in CAPEX in 2026E which means a MASSIVE $10bn FCF burn this yr and neg. FCF every qtr this yr. Oh. and stock based comp surged which has a lot to do with the "beat" on non-GAAP EPS. Other than that. carry on. @GordonJohnson19 @SECGov @NHTSAgov @FINRA @cpdncaa @CNBC @business @YahooFinance @TheJusticeDept How bout that EPS beat Gordon You're the guy holding a $19 price target right Lmfiao 😆 @GordonJohnson19 @SECGov @NHTSAgov @FINRA @cpdncaa @CNBC @business @YahooFinance @TheJusticeDept How bout that EPS beat Gordon You're the guy"
X Link 2026-01-28T23:27Z 60.6K followers, 14.9K engagements

"Thoughts @sunny051488 I know you're still up a lot; but is there any price you begin to worry Just curious you will never guess at what time Jane's algos smashed bitcoin https://t.co/WbKJFxdjPn you will never guess at what time Jane's algos smashed bitcoin https://t.co/WbKJFxdjPn"
X Link 2026-01-29T15:36Z 60.7K followers, [----] engagements

"1/2 @elonmusk said $TSLA would sell 250K Cybertrucks/yr in [----]. It was his next BIG THING. It was going to change EVERYTHING for $TSLA (@GLJ_Research said for yrs it would be a massive flop). He sold around 20K in [----]. He also said he cut $2tn in US spending at @DOGE. Yet. One observation on this: Tesla ranks low on Nvidia and Samsung's list of customers - not making the top ten of either and accounting for less than 1% of their sales according to data compiled by Bloomberg. On the flip side spending on Nvidia gear accounts for 13% of Tesla's One observation on this: Tesla ranks low on"
X Link 2026-01-29T17:04Z 60.7K followers, 15.6K engagements

"2/2. a nonpartisan analysis est'd that @DOGE's cuts & restructuring ACTUALLY cost taxpayers about $135bn in [----]. The point you ask Shouldn't Wall Street be underwriting some risk that @elonmusk's wild claims around FSD & humanoid robots FAIL. like cybertruck& @DOGE did"
X Link 2026-01-29T17:04Z 60.7K followers, [----] engagements

"Why do you say no chase car It appears to be right behind you (as per your video) $TSLA Unsupervised without chase tailing cars are truly here in Austin 🙌 Ride [--] was my magic number what a truly awesome experience. Made the whole week worth it & then some. Tesla Robotaxi Model Y flys under the radar nobody knew I was in a self driving car. @robotaxi https://t.co/iTeKKoteEf Unsupervised without chase tailing cars are truly here in Austin 🙌 Ride [--] was my magic number what a truly awesome experience. Made the whole week worth it & then some. Tesla Robotaxi Model Y flys under the radar nobody"
X Link 2026-01-29T19:25Z 60.7K followers, 45.4K engagements

"Across the [--] European mkts that report daily auto registrations $TSLA's Jan. [----] sales declined -42.6% YoY & collapsed -88.5% sequentially. In short this is not volatility around a stable base but an ongoing European demand unwind with no evidence yet of a bottom"
X Link 2026-02-02T16:10Z 60.7K followers, 11.6K engagements

"The greatest musician to ever live. Being a kid in the 80s and having Michael Jackson was truly something special. There will never be another. This movie will gross billions. #theking The new trailer for the Michael Jackson biopic has been released. In theaters on April [--]. https://t.co/qZJch9kpkL The new trailer for the Michael Jackson biopic has been released. In theaters on April [--]. https://t.co/qZJch9kpkL"
X Link 2026-02-03T14:52Z 60.7K followers, [----] engagements

"@Porter_and_Co If you believe he'll do ANY of that. I have a bridge to sell you in Brooklyn"
X Link 2026-02-03T20:17Z 60.7K followers, [----] engagements

"@JCOviedo6 Is this real"
X Link 2026-02-04T00:50Z 60.7K followers, [----] engagements

"So is the bull case for #Bitcon at today's levels "smart" guys on twitter are buying a de facto set of computer code that HAS NO INTRINSIC VALUE so. I should too given they must know more than me Is that the bull case Thoughts Cardone Capital adds BTC at $72000. For those who wanted a lower price now you have it lets see if you follow through. For those who think its going to zero youre a little closer now just have to wait and see. 😂 Cardone Capital adds BTC at $72000. For those who wanted a lower price now you have it lets see if you follow through. For those who think its going to zero"
X Link 2026-02-05T01:07Z 60.7K followers, 11.5K engagements

"1/2 You'll (likely) be begging for a U.S. gov't bailout soon - you'll call it a national security threat/interest. Why Well U.S. liquidity is falling. and falling fast n-term. For instance: (a) through 2/17 the @SecScottBessent. Were so early that sitting members of Congress believe you can Bail out Bitcoin. https://t.co/zgbasBGV0a Were so early that sitting members of Congress believe you can Bail out Bitcoin. https://t.co/zgbasBGV0a"
X Link 2026-02-05T01:24Z 60.6K followers, [----] engagements

"2/2. is draining $100bn via bonds issued (b) in Wed's QRA release Bessent said the TGA will peak at $1.025bn (+/- $50bn) in Apr. vs. $900bn today meaning another $150bn liquidity drain & (c) all of this = less bank reserves which historically is BAD for @Bitcoin. https://twitter.com/i/web/status/2019220675035078939 https://twitter.com/i/web/status/2019220675035078939"
X Link 2026-02-05T01:24Z 60.6K followers, [----] engagements

"@Ubertag90210 $TSLA's stock price has displayed a VERY high historical correlation to qtrs in which it prints negative FCF - and it has never printed more than 1qtr consecutively of negative FCF. Yet Wall Street is forecasting all of [----] (4 consecutive qtrs) will be defined by neg. FCF"
X Link 2026-02-05T02:23Z 60.7K followers, [---] engagements

"@PlopTslq75821 Does @SpaceX or @xai actually generate positive FCF"
X Link 2026-02-05T02:24Z 60.7K followers, [---] engagements

"@Matt_Hougan Not until 100% of them are telling you to "sell with both hands" will the bear end. Just like it took 100% of the bears to (literally) die for the bull market to end"
X Link 2026-02-05T18:28Z 60.7K followers, [---] engagements

"This is really bad for tech companies. Interesting. White House Official: Trump is expected to add a new $100000 fee for H-1B visas and is set to sign the order as soon as Friday. White House Official: Trump is expected to add a new $100000 fee for H-1B visas and is set to sign the order as soon as Friday"
X Link 2025-09-19T18:03Z 60.6K followers, 143.5K engagements

"1/10 $MSFT CDS (WAY HIGHER) $CRWV CDS has exploded to [---]. WOWZERS. #nothingtoseehere https://t.co/mmjYojhDlB $CRWV CDS has exploded to [---]. WOWZERS. #nothingtoseehere https://t.co/mmjYojhDlB"
X Link 2025-11-07T13:52Z 60.6K followers, 354.6K engagements

"How to calculate default probability when looking at CDS spreads. $CRWV $ORCL CDS for the AI companies today. nothing to see here. https://t.co/DhYEiOPdcb CDS for the AI companies today. nothing to see here. https://t.co/DhYEiOPdcb"
X Link 2025-11-13T18:38Z 60.6K followers, 388K engagements

"1/2 Hey @grok: in the tweet below @elonmusk is selling $Optimus as some fully autonomous AI marvel; but the real footage below looks suspiciously like a high-priced puppet on teleoperation strings. Are we really supposed to ignore this disconnect 🤖 Man captured the moment when Optimus robot moved its hands near its head and then collapsed to the floor at Tesla party in Miami Users recognized robot's characteristic gestures of removing its VR headset it means something had happened to the robot's operator and he https://t.co/oP8bXVbxcI 🤖 Man captured the moment when Optimus robot moved its"
X Link 2025-12-09T01:12Z 60.6K followers, 38.4K engagements

"The U.S. taxpayer continues to subsidize the richest man in the world's also-ran car biz - i.e. $TSLA - due to (very illogical) socialist policies - shockingly engineered mainly by the democrats (i.e. the party @elonmusk appears dead-set on destroying). #youcantmakethisup $TSLA - 80% of Operating Profits comes from regulatory benefits. Excl. credits the Operating Profit margin would be sub 1%. The Energy gross margin is 21% excl credits. Source 10-K. Is there any intrinsic value in the company https://t.co/mf38CjfJxV $TSLA - 80% of Operating Profits comes from regulatory benefits. Excl."
X Link 2026-02-03T08:00Z 60.6K followers, 15.8K engagements

"One big happy company w/ around -$25bn/yr in free-cash-flow burn (i.e. a cash incinerator). The (likely) key here is to keep the private companies private (for as long as they can) to generate hype for more private rounds. There will be no merger anytime soon. $TSLA Tesla can now merge with spaceX in a 1-1 share deal as they are basically valued the same. And then this is one big public company. the stars/planets have aligned. $tsla #SpaceX Tesla can now merge with spaceX in a 1-1 share deal as they are basically valued the same. And then this is one big public company. the stars/planets have"
X Link 2026-02-03T15:14Z 60.6K followers, [----] engagements

"1/2 Historically when $TSLA's free-cash-flow ("FCF") is negative $TSLA's stock crashes intraquarter (NOT when the #'rs are reported). And Wall Street is modeling DEEPLY neg. FCF for $TSLA in each qtr in '26. If history repeats $TSLA's stock COULD crash 50% in 3-5 weeks. @BradMunchen @welockett @GordonJohnson19 the comments down thread are scathing. The cultists still believe but lots of people are questioning when Optimus robotaxi or FSD is going to show. The Elon big promise to cover the slip is not working anymore @BradMunchen @welockett @GordonJohnson19 the comments down thread are"
X Link 2026-02-04T17:18Z 60.6K followers, 12.4K engagements

"@JustinWolfers It's a massive ponzi scheme that produces NOTHING uses a LOT of energy resources and takes money (mostly) from unsophisticated investors and puts it in the pocket of (mostly) grifters/con-men"
X Link 2026-02-06T15:16Z 60.6K followers, 14.3K engagements

"@invisible_hand2 Putting the financial stability of an entire country into a ponzi scheme is sad; when sad the best thing to do is laugh"
X Link 2026-02-12T17:46Z 60.6K followers, [--] engagements

"If @Not_KevinWarsh unleashes the liquidity spigot sending the dollar tumbling lower you're beloved @Bitcoin will likely work quite well. All risk assets will shoot higher - which means back-breaking inflation for the masses. For now however the liquidity spigot is off"
X Link 2026-02-12T20:26Z 60.6K followers, [--] engagements

"It would appear the CEO is having NO ISSUES selling. JUST IN: Coinbase says users currently unable to buy sell or transfer crypto. JUST IN: Coinbase says users currently unable to buy sell or transfer crypto"
X Link 2026-02-12T20:32Z 60.6K followers, 19.4K engagements

"Question: Does anyone have an explanation for why the trajectory of the CPI index shifted so abruptly lower following the Oct. gov't shutdown B/c when you look at the data - not the headlines - the path appears acutely different. Something changed. Thoughts https://twitter.com/i/web/status/2022423991533687029 https://twitter.com/i/web/status/2022423991533687029"
X Link 2026-02-13T21:33Z 60.6K followers, [----] engagements

"Ummm. $NVDA is currently trading at 27.6x sales which means the "market" expects $NVDA to pay it as a dividend 100% of its sales every yr for the next 27.6yrs. I'll remind you of this quote from Sun Microsystems' CEO when the bubble burst in [----]. http://dot.com @GordonJohnson19 Everyone is bearish on AI today. Wtf are you saying http://dot.com @GordonJohnson19 Everyone is bearish on AI today. Wtf are you saying"
X Link 2025-11-13T17:29Z 60.6K followers, 851.9K engagements

"This will absolutely happen; and it will be GREAT for financial markets. Crazy/stupid has been normalized and that is never good for society writ large (i.e. drug addicts buying politicians is NOT GOOD for democracy). The teachings of "The Intelligent Investor" have been trampled on and they need to be reasserted. When we witness the great bloodbath and all these sketchy centralized exchanges collapse overnight and everyone rushes to exit dont be shocked when withdrawals get frozen and they disappear with your money. Almost every top exchange has repeatedly been caught running When we witness"
X Link 2026-02-05T04:18Z 60.6K followers, [----] engagements

""You do your own research and make your own decisions" - hey @genesimmons. how do you "research" a worthless set of CPU code that has no intrinsic value beyond speculating and facilitating crime Can you tell us the "research" you've done here Maybe that would help My personal philosophy re Bitcoin is to hold (HODL). I firmly believe in the future. You need to do your own research and make your own decisions. My personal philosophy re Bitcoin is to hold (HODL). I firmly believe in the future. You need to do your own research and make your own decisions"
X Link 2026-02-05T11:51Z 60.6K followers, [----] engagements

"Its not immigrants stealing your jobs. Its tech billionaires masquerading as AI efficiency. U.S. JOB CUTS TOTAL [------] IN JANUARY - CHALLENGER U.S. JOB CUTS TOTAL [------] IN JANUARY - CHALLENGER"
X Link 2026-02-05T12:53Z 60.6K followers, [----] engagements

"Pocket aces for the bears: Jan. job cuts hit the highest lvl since '09. Companies announced 108k layoffs (+118% y/y) while hiring plans fell to the weakest Jan. on record = Jan. net cut of 103K (+136%). When labor cracks & hiring freezes its usually not a soft landing"
X Link 2026-02-05T17:53Z 60.6K followers, [----] engagements

"Wow this is an AMAZING write up. $TSLA @SpaceX @xai This guy cooked. And he is sadly likely to be mostly right. https://t.co/NueIwmswg4 This guy cooked. And he is sadly likely to be mostly right. https://t.co/NueIwmswg4"
X Link 2026-02-05T20:44Z 60.6K followers, 16.8K engagements

"Are you talking about $TSLA and $MSFT Current ceos of publicly traded companies who were close to Epstein might be ill-advised to stay on and bring disgrace to their companies. I can think of some leaders who must have known their names would come out who stayed on and ran prominent firms-- disgusting and disgraceful Current ceos of publicly traded companies who were close to Epstein might be ill-advised to stay on and bring disgrace to their companies. I can think of some leaders who must have known their names would come out who stayed on and ran prominent firms-- disgusting and disgraceful"
X Link 2026-02-06T09:58Z 60.6K followers, [----] engagements

"Does this mean $TSLA shareholders will be paying xAIs debt 🚨 JUST IN: "SpaceX will not have to repay xAI debt under merger structure" someone's gunna have to pay it. hmm. 🚨 JUST IN: "SpaceX will not have to repay xAI debt under merger structure" someone's gunna have to pay it. hmm"
X Link 2026-02-06T10:01Z 60.6K followers, 11.8K engagements

"Manufacturing Employment: The Slow-Motion Recession Nobodys Pricing In. Jan. marked another shoe dropping w/ manuf shedding 8k jobs per ADP extending the losing streak to [--] consecutive months the longest run since records began in [----]. Zooming out the damage is no longer marginal: payrolls fell by 154k in [----] & another 177k in [----] taking cumulative losses since the [----] peak to 403k. Total manuf. employment now sits at 12.483mm back to late-2021 levels and roughly halfway to the devastation seen during COVID but this time without a pandemic to blame. Bottom line: this isnt noise or"
X Link 2026-02-10T20:08Z 60.6K followers, [----] engagements

"TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD. *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD"
X Link 2026-02-10T22:24Z 60.6K followers, 87K engagements

"The funny thing is if its bad what do stocks do No one really knows but will act like it was obvious in hindsight. B/c central banks have completely distorted price discovery (as well as a non-existent @SECGov). TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD. TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD"
X Link 2026-02-11T01:54Z 60.6K followers, [----] engagements

"The one-day VIX spiked to [----] yesterday; so no matter what the job numbers are the VIX will fall and stocks will rally on the data release (initially). Who knows how they close the day but they will (likely) open up as the VIX falls. TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD. TRANSLATION: THE JOBS REPORT TOMORROW IS GOING TO BE VERY VERY BAD"
X Link 2026-02-11T13:12Z 60.6K followers, [----] engagements

"The benchmark revisions quietly rewrote the jobs story. Avg payroll gains were marked down sharply: [----] from 49k to 15k [----] from 168k 122k [----] from 216k to 210k Strip away the headline noise and the message is clear: [----] didnt cool - it bordered on stall speed"
X Link 2026-02-11T15:16Z 60.6K followers, [----] engagements

"BITCOIN CRASH BATTERS EL SALVADOR IMPERILS IMF DEAL Bitcoins plunge has slashed the value of El Salvadors holdings by roughly $300 million exposing the risks of President Bukeles crypto bet and shaking the countrys debt markets. Despite the losses Bukele keeps buying https://t.co/O24e3nTIzR BITCOIN CRASH BATTERS EL SALVADOR IMPERILS IMF DEAL Bitcoins plunge has slashed the value of El Salvadors holdings by roughly $300 million exposing the risks of President Bukeles crypto bet and shaking the countrys debt markets. Despite the losses Bukele keeps buying https://t.co/O24e3nTIzR"
X Link 2026-02-12T17:25Z 60.6K followers, [----] engagements

"Why is the useless set of CPU code/pyramid-scheme known as @Bitcoin falling with no bid Simple. There's no more excess @federalreserve liquidity in the system. @GLJ_Research warned that when the O/N RRP was drained the 🐀poison known as #Bitcoin was on borrowed time"
X Link 2026-02-12T14:13Z 60.6K followers, [----] engagements

"*COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME of course *COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME of course"
X Link 2026-02-12T18:29Z 60.6K followers, [----] engagements

"cc: @JimBiancobianc4 @jasonfurman @fcastofthemonth @profplum99"
X Link 2026-02-13T21:33Z 60.6K followers, [----] engagements

"He sure did. It was actually supposed to start generating revenue in [----]. Now its [----]. All the Austin unsupervised robotaxi nonsense - where $TSLA moved the safety drive from the front side passenger seat to a trailing car - took all the attention. But this is a HUGE dealt. Wait did he just casually delay Optimus by [--] year Wait did he just casually delay Optimus by [--] year"
X Link 2026-01-24T10:21Z 60.7K followers, [----] engagements

"Keep in mind these robots in Wall Streets mind represent 70% of $TSLAs $1.5tn valuation"
X Link 2026-01-24T10:21Z 60.7K followers, [----] engagements

"Thoughts @elonmusk Yann LeCun says absolutely none of the humanoid companies have any idea how to make those robots smart enough to be useful. https://t.co/z0wYtXwcf8 Yann LeCun says absolutely none of the humanoid companies have any idea how to make those robots smart enough to be useful. https://t.co/z0wYtXwcf8"
X Link 2026-01-27T01:59Z 60.6K followers, [----] engagements

"In short whoever trades #Silver in a crypto exchange is by definition an (extremely reckless) gambler that would have better chances in spending his/her money (randomly) in a Las Vegas casino. H/T - @DarioCpx 💥BREAKING: Whale opens a $36000000 Silver short with 25x leverage. Liquidation Price: $125. https://t.co/FZAHywOks7 💥BREAKING: Whale opens a $36000000 Silver short with 25x leverage. Liquidation Price: $125. https://t.co/FZAHywOks7"
X Link 2026-01-27T10:32Z 60.7K followers, [----] engagements

"Correction. The poor are actually looking out for the ultra rich. The poor continue to vote against their own interest (cheap healthcare + free child care + less inflation). It's amazing to see. over and over again. https://twitter.com/i/web/status/2016238666935390671 https://twitter.com/i/web/status/2016238666935390671"
X Link 2026-01-27T19:55Z 60.6K followers, [--] engagements

"$TSLA's core business is imploding. Thus more stock pumps like the one last week (where $TSLA twitter claimed to have unsupervised self-driving cars on the road when in reality the supervisor was moved to a trailing car vs. the front passengers' seat) will be done. [--] Tesla Robotaxi Rides [--] Ls [--] goal of finding an unsupervised Model Y Its tough to get a ride on the app & every ride I take one I see legitimately 4-5 cars mapping the area that could be on the app This was also my 5th ride in a row with the supervisor in the drivers https://t.co/fxAvY4dWrx [--] Tesla Robotaxi Rides [--] Ls [--] goal"
X Link 2026-01-28T12:44Z 60.6K followers, [----] engagements

"cc: @SECGov @NHTSAgov @FINRA @cpdncaa @CNBC @business @YahooFinance @TheJusticeDept ect. Answer 🦗 $TSLA Tesla's 'unsupervised' Robotaxis vanish a week after pre-earnings announcement https://t.co/H5ChWIjcMJ by @fredlambert Tesla's 'unsupervised' Robotaxis vanish a week after pre-earnings announcement https://t.co/H5ChWIjcMJ by @fredlambert"
X Link 2026-01-28T19:25Z 60.7K followers, [----] engagements

"@munster_gene"
X Link 2026-01-28T23:30Z 60.7K followers, [----] engagements

"*NVIDIA CEO: CHINA GOVERNMENT IS STILL DECIDING ON H200 CHIPS *NVIDIA HASN'T RECEIVED ORDERS FROM CHINESE CUSTOMERS: HUANG So. @WSJ. the below which pumped $NVDA's stock price (and was repeated hundreds of times) was a massive mistruth cc: @DarioCpx @Dr_Gingerballs China has approved purchases of Nvidias popular H200 artificial-intelligence chip for the first time giving authorization to several of Nvidias Chinese customers people familiar with the matter said https://t.co/ybZ3WxSKtx China has approved purchases of Nvidias popular H200 artificial-intelligence chip for the first time giving"
X Link 2026-01-29T05:52Z 60.7K followers, [----] engagements

"@1CoastalJournal @WSJ @DarioCpx @Dr_Gingerballs It used to be illegal (and still is based on the laws on the books - i.e. stock price manipulation). But when laws arent enforced they de facto become meaningless. #goldenageoffraud cc: @SECGov"
X Link 2026-01-29T06:17Z 60.7K followers, [----] engagements

"@TheRideshareGuy @robotaxi How long did you have to wait to get the supervised robotaxi Thanks"
X Link 2026-01-29T15:10Z 60.7K followers, [---] engagements

"Our view: #Bitcoin & ALL crypto has $0 value b/c: [--]. the tech doesnt solve a real problem (its simply used to speculate) [--]. its not a real currency & cant act as one (fixed supply) [--]. all cryptos are unregistered securities & [--]. private currencies have ALWAYS BEEN DISASTER @GordonJohnson19 My avg on the credit cards is 37k so when its technically under that Ill start worrying. @GordonJohnson19 My avg on the credit cards is 37k so when its technically under that Ill start worrying"
X Link 2026-01-29T16:34Z 60.7K followers, [----] engagements

"@JigarShahDC No they arent"
X Link 2026-01-30T19:29Z 60.7K followers, [----] engagements

"@DiMartinoBooth @Stimpyz1 How is it prison when it costs 4.85% to tap the BTFP YET they get 4.83% overnight at the Fed or a cost of capital of 0.02% PLEASE. PUT ME IN PRISION And banks then lend against this new cash which finds it's way into the stock market. I know you hate calling this QE"
X Link 2023-04-13T19:54Z 60.7K followers, [----] engagements

"@DiMartinoBooth @Stimpyz1 . but if it looks like a duck (the Fed printed $s & then used those $s to take bonds of banks hands to the tune of $400bn in [--] weeks vs. $572bn in QT done over the prior [--] months) quacks like a duck & walks like a duck (the S&P is up EVERY week since BTFP) it's a duck"
X Link 2023-04-13T19:57Z 60.7K followers, [---] engagements

"1/4 So what is @SecYellen's TGA account bal. (i.e. the U.S. govt's pocketbook to pay its bills) telling us on when the debt ceiling will be inevitably resolved Well we now know that: (a) over the 4/12/23-to-4/19/23 timeframe @SecYellen's TGA account balance grew"
X Link 2023-04-20T21:21Z 60.7K followers, 15K engagements

"@VPatelFX What's the Bloomberg ticker for this"
X Link 2023-08-07T19:46Z 60.7K followers, [----] engagements

"24/25. do much of its job leading to strong employment and economic growth which is NOT achievable with rising prices. Oh and when people say the economy is currently strong the reality is this is a VERY hard statement to prove. Why Simply put the economy"
X Link 2024-11-01T10:22Z 60.6K followers, [----] engagements

"25/25. has been goosed recently by $17tn in stock market wealth that came about starting last Dec. when the nineteen @federalreserve members started talking nearly daily about coming massive/numerous rates cuts or accommodation. So with all the massive liquidity that the @federalreserve has ushered in due to stock market gains it's REALLY hard to measure how truly strong the stock market is. With respect to the bond market and hows it reacted to the Feds recent 50bps rate cut when inflation first hit 7% 8% and 9% 2021-22 and the Fed wanted to begin to address inflation what did they do Well"
X Link 2024-11-01T10:22Z 60.6K followers, [----] engagements

"AI related CHEVRON PLANS TO CUT UP TO $3B IN COSTS AND REDUCE ITS WORKFORCE BY 20% THROUGH A MAJOR GLOBAL REORGANIZATION CHEVRON PLANS TO CUT UP TO $3B IN COSTS AND REDUCE ITS WORKFORCE BY 20% THROUGH A MAJOR GLOBAL REORGANIZATION"
X Link 2025-07-10T00:36Z 60.7K followers, [----] engagements

"2/4 What's driving this Well in short this has been driven by a collapse in the Treasury General Account ("TGA") balance providing banks with more reserves which they have lent out to "gambling addicts" or people buying stocks with leverage (i.e. money they don't have)"
X Link 2025-07-23T13:32Z 60.7K followers, [---] engagements

"3/4 Yet with the TGA expected to rise again to $850bn by Sep. 30th it seems bank reserves will once again fall sending margin debt (i.e. market leverage) crashing too. and with it. likely stocks"
X Link 2025-07-23T13:32Z 60.7K followers, [----] engagements

"Does anyone know what the informed/intellectual bear thesis is for global uranium stocks I realize spot U3O8 prices have come down as $SPUT filled the bank by buying again recently and has since stopped. But can anyone tell me what the bear thesis is on the Uranium space"
X Link 2025-07-25T14:04Z 60.7K followers, [----] engagements

"Thoughts on this uranium bulls Does this mean the next stop for U3O8 is sub $60/lb Thoughts @quakes99 Thoughts @uraniuminsider Barring a $SPUT purchase are U3O8 prices destined for $60/lb"
X Link 2025-10-20T23:51Z 60.7K followers, [----] engagements

"$TSLA had a horrible Oct. in China (pic below) which is supposed to be its "growth" market. YTD through Oct. $TSLA's China (wholesale) sales are down -10.2% y/y. Q4 is shaping up to be an utter disaster for @elonmusk's car company"
X Link 2025-11-04T20:32Z 60.7K followers, [----] engagements

"🚨The TGA saw its first sig. fall today down $34bn to $925bn from $959bn; @SecScottBessent's target TGA bal. for Q4 is $850bn; however @fintwit_news expects him to drop it (far) below this level to support stock prices (i.e. liquidity injection). Something to keep watch on"
X Link 2025-11-19T02:12Z 60.7K followers, [----] engagements

"So no current $TSLA cars are capable of unsupervised driving Thoughts @DivesTech and @munster_gene What about you @ARKInvest It looks like all Teslas sold prior to [----] wont be capable of unsupervised full self driving. A lot of modifications to the robotaxi just so they dont have to add a $200 LiDAR. $tsla $rivn https://t.co/FG0bas6qaz It looks like all Teslas sold prior to [----] wont be capable of unsupervised full self driving. A lot of modifications to the robotaxi just so they dont have to add a $200 LiDAR. $tsla $rivn https://t.co/FG0bas6qaz"
X Link 2026-01-25T12:29Z 60.6K followers, 25.4K engagements

"So basically unavailable when it matters/most of the day Tesla Robotaxi Austin last [--] hours availability. Red = no cars available yellow = [--] mins https://t.co/jCByZPgenF Tesla Robotaxi Austin last [--] hours availability. Red = no cars available yellow = [--] mins https://t.co/jCByZPgenF"
X Link 2026-01-30T13:42Z 60.7K followers, [----] engagements

"🚨 - PPI inflation comes in 🔥 PPI 0.5% MoM Exp. 0.2% PPI Core 0.7% MoM Exp. 0.2% PPI 3.0% YoY Exp. 2.8% PPI Core 3.3% YoY Exp. 2.9% https://twitter.com/i/web/status/2017234175003119681 https://twitter.com/i/web/status/2017234175003119681"
X Link 2026-01-30T13:51Z 60.6K followers, [----] engagements

"100x revenue. Why not SPACEX GENERATED BETWEEN $15 BILLION AND $16 BILLION IN REVENUE LAST YEAR SOURCES SAY SPACEX GENERATED BETWEEN $15 BILLION AND $16 BILLION IN REVENUE LAST YEAR SOURCES SAY"
X Link 2026-01-30T23:02Z 60.6K followers, 42.9K engagements

"$NVDA - OPENAI UNSATISFIED WITH SPEED AT WHICH NVIDIAS HARDWARE CAN SPIT OUT ANSWERS TO CHATGPT USERS FOR COMPLEX PROBLEMS -SOURCES $NVDA - OPENAI UNSATISFIED WITH SPEED AT WHICH NVIDIAS HARDWARE CAN SPIT OUT ANSWERS TO CHATGPT USERS FOR COMPLEX PROBLEMS -SOURCES"
X Link 2026-02-02T21:40Z 60.7K followers, [----] engagements

"@MartinViecha could this be the result of TSLA allegedly using non-auto grade chips that were not tested to perform under certain corner conditions (i.e. a voltage regulator for a webcam doesnt need to perform at [---] celcius but an auto chip does) @HarshEconomist @NHTSAgov NHTSA SAYS IT IS DISCUSSING VEHICLE HEATING ISSUE WITH TESLA AND EVALUATING POTENTIAL SAFETY CONCERNS $TSLA NHTSA SAYS IT IS DISCUSSING VEHICLE HEATING ISSUE WITH TESLA AND EVALUATING POTENTIAL SAFETY CONCERNS $TSLA"
X Link 2022-01-14T20:03Z 60.6K followers, [--] engagements

"@Sunrun Questions my team has: [--]. People keep telling us EBITDA and free-cash-flow (FCF) are the wrong metrics to look at when analyzing Sunrun (RUN); but given your EBITDA was -$37.7mn in 3Q21 vs. -$8.9mn in 3Q20 and your FCF was -$620.9mn in 3Q21 vs. -$271.5mn in"
X Link 2022-02-02T23:32Z 60.6K followers, [--] engagements

"🚨🚨This is HUGE news; so the guy leading FSD TSLA's most important program/product (although right now it's still simply vaporware) is on a 4-month sabbatical If I recall correctly the last major executive to take a sabbatical never came back. Wow https://www.wsj.com/articles/teslas-engineering-chief-takes-leave-of-absence-at-pivotal-moment-1526082594 @chansoo @ilyasut @karpathy Toronto streetcars are not yet handled well by FSD. Btw @karpathy is on a [--] month sabbatical. https://www.wsj.com/articles/teslas-engineering-chief-takes-leave-of-absence-at-pivotal-moment-1526082594 @chansoo"
X Link 2022-03-27T16:05Z 60.6K followers, [---] engagements

"Our full appearance on Zeroes TV - https://www.zer0es.tv/interviews-and-analysis/the-most-reckless-fed-in-history/ https://www.zer0es.tv/interviews-and-analysis/the-most-reckless-fed-in-history/"
X Link 2022-05-01T18:21Z 60.6K followers, [--] engagements

"1/7 Another question I have after reading the @muddywatersre report. How is it realistic that the renewal rate you assume which assumes 90% of your current subscribers will renew for another 10yrs w/ $RUN after the initial 20-/25-yr contract period That is you are assuming. YES Technologies exist to improve lives w more affordable resilient and independent energy solutions. Lets do this YES Technologies exist to improve lives w more affordable resilient and independent energy solutions. Lets do this"
X Link 2022-08-02T11:13Z 60.6K followers, [--] engagements

"1/7 Hey @MaryGPowell; can you help my team understand why in $RUN's response to the @muddywatersre' report on August [--] [----] it seems the numbers you stated are NOT supported by your deals or NREL's numbers Specifically $RUN stated:"
X Link 2022-09-20T18:35Z 60.6K followers, [--] engagements

"@SquawkCNBC interview from this am w/ my friend @munster_gene. Thanks @JoeSquawk for always asking fair questions & bringing up fair criticisms on $TSLA & @GLJ_Research's bearish view. In short we blv fundamentals not $TWTR are why the stock is down. https://www.cnbc.com/video/2022/12/14/elon-musk-is-teslas-brand-and-needs-to-pull-it-together-says-loups-gene-munster.html https://www.cnbc.com/video/2022/12/14/elon-musk-is-teslas-brand-and-needs-to-pull-it-together-says-loups-gene-munster.html"
X Link 2022-12-14T13:48Z 60.6K followers, [---] engagements

"1/11 Hey @MaryGPowell question on $RUN's fair-market-value calculations So below are the [--] key guideline the @IRS_CI lays out as per Section [----] for a credible approach to using the income method for tax credits which we blv $RUN uses. @GLJ_Research has a few questions"
X Link 2023-03-14T18:21Z 60.6K followers, 24.7K engagements

"See @GLJ_Researchs interview with @realMeetKevin discussing the Fed $TSLA $ENPH #solar recession nuclear #FSD $F $GM #EVs US/China macro @SecYellen $SVB #banking and more https://m.youtube.com/watchv=V2aAp8leshI https://m.youtube.com/watchv=V2aAp8leshI"
X Link 2023-04-30T19:12Z 60.6K followers, 41.5K engagements

"1/5 So let me get this straight $RUN. So despite the fact that your revenue was essentially flat QoQ (i.e. you are no longer growing) and you burnt ANOTHER -$895mn in cash in Q2 despite having just $669mn in cash on your bal sheet (which you fund qtrly by issuing"
X Link 2023-08-03T14:08Z 60.6K followers, 32.2K engagements

"1/4 Sure. In short #Bitcoin & ALL crypto has ZERO value b/c: [--]. the tech doesnt solve a real problem (its simply used to speculate) [--]. its not a real currency & cant act as one (fixed supply) [--]. all cryptos are unregistered securities & @GordonJohnson19 @DarioCpx Try to explain how #bitcoin (not crypto) is a ponzi @GordonJohnson19 @DarioCpx Try to explain how #bitcoin (not crypto) is a ponzi"
X Link 2024-01-05T10:17Z 60.6K followers, 198.3K engagements

"1/3 BTW. A. Jonas of @MorganStanley. one thing you forgot to mention in your note on $TSLA today where you tell people to buy b/c of ZEV credit sales is. @Stellantis said they will not be buying one more ZEV credit from $TSLA https://www.teslarati.com/stellantis-eliminate-buying-emissions-credits-tesla/ https://www.teslarati.com/stellantis-eliminate-buying-emissions-credits-tesla/"
X Link 2024-07-29T18:39Z 60.6K followers, [----] engagements

"2/3. ever and will instead pay the fine associated with missing required EV car sales. In fact in 1H24 @Stellantis paid $190mn in fines for not having enough credits sticking to its decision to stop buying them from $TSLA. So A. Jonas of @MorganStanley what"
X Link 2024-07-29T18:39Z 60.6K followers, [----] engagements

"@alpha_eos @SecYellen @federalreserve Sure the RRP which was created with excess money printed during QE-infinity 2020-22 and stood at $3tn prior to the debt ceiling being lifted has been drawn down to $290bn. Thats $3tn in stealth QE. And everyday nearly the Fed is buying Yellens bonds"
X Link 2024-08-07T16:09Z 60.6K followers, [---] engagements

"1/8 A number of the labor market indicators @GLJ_Research tracks are rolling over ALL AT THE SAME TIME. Wage Growth Job Switches/Stayers: stayers are now making more than switches which is typically indicative of recession. Challenger US Job Cut Announcements: Recent spike in [----] is inline with past three recessions. BLS Job Growth: At +0.97% YoY for Jul. we are back at similar levels to late [----] before GFC. ISM Manufacturing Employment Index: At [----] we are at the lowest level in [--] years excl pandemic. ISM Services Employment Index: At [----] we are at 3rd lowest level in [--] years excl"
X Link 2025-08-05T20:36Z 60.6K followers, 41.5K engagements

"This seems quite apropros to repost. FYI. @CNBC. maybe have more folks like this on (truth tellers) Teslas cars are unreliable unsafe and dont have the mileage. Weve been saying this for a long time says @GLJ_Research CEO @GordonJohnson19. Whats happening is the consumer. is moving away from $TSLA. https://t.co/zwyddaGNF2 Teslas cars are unreliable unsafe and dont have the mileage. Weve been saying this for a long time says @GLJ_Research CEO @GordonJohnson19. Whats happening is the consumer. is moving away from $TSLA. https://t.co/zwyddaGNF2"
X Link 2025-08-11T21:00Z 60.6K followers, 10.1K engagements

"According to @grok created by @elonmusk who @ARKInvest claims is a genius @ARKInvest said in [----] $TSLA would do $20bn/$160bn in robotaxi EBITDA in the bear/bull case in [----]. Reality was $0.00. Thus @ARKInvest/@TashaARK were 100% wrong. Yet now @DMaguireARK is right Tesla Has Launched Its RobotaxiNow What Read our latest blog for our thoughts on Teslas robotaxi launch and how it could scale from [--] vehicles today to capture a significant share of what we estimate is a $10T opportunitya thread https://t.co/SQXziVuhBe Tesla Has Launched Its RobotaxiNow What Read our latest blog for our"
X Link 2025-08-20T15:36Z 60.6K followers, [----] engagements

"So assuming a 10%/yr return these kids will have $1.389K when they turn 18yrs old $250 * (1 + .10)18 = $1.4K. Is this really something to boast about What are the Dells getting in return A promising future: Today Michael and Susan Dell announced a $6.25 billion donation to fund "Trump Accounts" for [--] million US kids. This will provide [--] million kids with $250 in an investment account ON TOP of the $1000 provided by the Trump Administration for a total of https://t.co/voVSiNGFMG A promising future: Today Michael and Susan Dell announced a $6.25 billion donation to fund "Trump Accounts" for"
X Link 2025-12-02T23:21Z 60.6K followers, 151.3K engagements

"Does this mean again $TSLA has delayed unsupervised robotaxis to a later date likely [----] (at which point odds are youll delay it again - youve been promising next year since 2018) BTW @Waymo has around 130mn miles of unsupervised/reported miles vs. [----] for $TSLA. @pbeisel Roughly [--] billion miles of training data is needed to achieve safe unsupervised self-driving. Reality has a super long tail of complexity. @pbeisel Roughly [--] billion miles of training data is needed to achieve safe unsupervised self-driving. Reality has a super long tail of complexity"
X Link 2026-01-08T17:33Z 60.6K followers, 14.2K engagements

"Didn't @SecScottBessent say it's Mainstreet's turn to win Mainstreet is literally getting ANNIHILATED (via a collapsing dollar meaning savings are worth LESS) under @SecScottBessent's policies. *BLOOMBERG DOLLAR SPOT INDEX HITS WEAKEST LEVEL SINCE MARCH [----] *BLOOMBERG DOLLAR SPOT INDEX HITS WEAKEST LEVEL SINCE MARCH 2022"
X Link 2026-01-27T14:46Z 60.6K followers, [----] engagements

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creator/x::GordonJohnson19
/creator/x::GordonJohnson19