[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ItsEricDing Eric Ding Eric Ding posts on X about $tsla, googl, $googl, china the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1919241938126917632/interactions)  - X Week XXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1919241938126917632/posts_active)  ### Followers: XX [#](/creator/twitter::1919241938126917632/followers)  - X Week XX +275% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1919241938126917632/influencer_rank)  ### Social Influence [#](/creator/twitter::1919241938126917632/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [automotive brands](/list/automotive-brands) XXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXXX% [exchanges](/list/exchanges) XXXX% [celebrities](/list/celebrities) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$tsla](/topic/$tsla) #834, [googl](/topic/googl) 12.77%, [$googl](/topic/$googl) 12.77%, [china](/topic/china) 12.77%, [nvda](/topic/nvda) 10.64%, [open ai](/topic/open-ai) 8.51%, [$nvda](/topic/$nvda) 8.51%, [gpu](/topic/gpu) 6.38%, [tesla](/topic/tesla) #1947, [meta](/topic/meta) XXXX% **Top accounts mentioned or mentioned by** [@hangsiin](/creator/undefined) [@sama](/creator/undefined) [@watcherguru](/creator/undefined) [@theaiinvestor](/creator/undefined) [@bigbullcap](/creator/undefined) [@kimmonismus](/creator/undefined) [@ahtoshkaa](/creator/undefined) [@aiforsuccess](/creator/undefined) [@dividendology](/creator/undefined) [@sftahoe](/creator/undefined) [@btcarchive](/creator/undefined) [@thelonginvest](/creator/undefined) [@farzyness](/creator/undefined) [@garyblack00](/creator/undefined) [@ahmad_invests](/creator/undefined) [@winninglibtards](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [UnitedHealth Group (UNH)](/topic/$unh) [Alibaba Group (BABA)](/topic/$baba) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Bank of America (BAC)](/topic/bank-of-america) [Mario Coin (COIN)](/topic/$coin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Ethereum (ETH)](/topic/$eth) ### Top Social Posts [#](/creator/twitter::1919241938126917632/posts) --- Top posts by engagements in the last XX hours "$BABA and ByteDance are eating OpenAI and $GOOGL for breakfast What's for lunch Grok seems like the only hope"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948627790812545357) 2025-07-25 06:14:03 UTC XX followers, XXX engagements "Nobody needs GPUs. People need FLOPs. $GOOGL for instance designs TPUs to service their FLOP demand. "GPU demand" makes no sense. GPUs are not fungible"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947477883577913385) 2025-07-22 02:04:44 UTC XX followers, XX engagements "$NVDA potentially has a lot to gain from the massive GPU buying but $TSM (and a few others) bottlenecks the growth. A viable Huawei or Samsung chip would make things really interesting. I imagine a public $GOOGL TPU cloud or $TSLA Dojo cloud is also eventually in the cards"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948026884970713552) 2025-07-23 14:26:16 UTC XX followers, XXX engagements "I see top shops saying $TSLA built a chip + Dojo bc they wanted to That's wrong. They had to. The U.S. shot itself in the foot with the GPU export ban. Chinese TSLA cars could not use NVDA chips as-is The first choice was always to buy but that was impossible. So they built"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948576541463482402) 2025-07-25 02:50:24 UTC XX followers, XX engagements "My favourite market phenomenon is stocks immediately trading down when analysts upgrade or raise PT and immediately up when they downgrade or lower PT"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947414976295276581) 2025-07-21 21:54:46 UTC XX followers, XX engagements "$TSLA call over. Shares down -XXXX% post-mkt. Likely due to read-through on near-term cash burn. My view: the near-term cash burn is immaterial to valuation given the size of the potential autonomous opportunity. Bumpy quarters will create entries in the name through 2026"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948149108612506027) 2025-07-23 22:31:57 UTC XX followers, XXX engagements "China leads in AI. I am pounding the table on this. Centrally-planned China labs update models monthly while OpenAI and $META bicker over freemium users. Still no GPT-5 or Behemoth. has to get its act together. $TSLA is the only one"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948547189094904022) 2025-07-25 00:53:46 UTC XX followers, XXX engagements "$TSLA will be "technically" ready to launch Robotaxi in 1/2 of U.S. population by YE2025 (pending regulatory approval)"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948134693364220226) 2025-07-23 21:34:40 UTC XX followers, XXX engagements "Musk says all hardware for $TSLA Optimus is designed internally-nothing can be acquired "off-the-shelf". Read through: competitors will need to design from the ground-up in-house or buy from Tesla assuming humanoid robotics achieve scale"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948136760568889476) 2025-07-23 21:42:53 UTC XX followers, XXX engagements "@BigBullCap It's absurd $COIN ever traded at US$40 per share"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947471778684801328) 2025-07-22 01:40:28 UTC XX followers, XX engagements "The only sensible way to underwrite $TSLA is: take a view on AV TAM and TSLA's FCF share. Then discount the market's implied TAM and FCF share and arb the difference. Anything else is complexity for complexity's sake Rocket science is hard let's leave that to Elon"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948590514481365103) 2025-07-25 03:45:56 UTC XX followers, XX engagements "I am cutting $TSLA estimates for F2025-2027. Target unchanged. EPS: $XXXX $XXXX $XXXX (-40% -XX% +12% vs prev est) FCF: ($7.0B) ($0.6B) $3.3B (-$1.2B p.a.) Deliveries: 1.8M 2.2M 2.8M (+0% +15% +40%) due to guided Semi & Cybercab ramp Full note hits Substack tmr. (bio)"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948541348748947854) 2025-07-25 00:30:34 UTC XX followers, XXX engagements "Apparently the top shops model $TSLA network revenues by "segment" From a risk perspective that's pretty bad. Nobody knows what the business models will be Not even TSLA Anything beyond TAM is a pure guess and if your audit committee wants you to underwrite it. RIP"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948590511775985849) 2025-07-25 03:45:55 UTC XX followers, XX engagements "@kimmonismus IMO ByteDance's Seed models remain the most slept on"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947769619168502201) 2025-07-22 21:23:59 UTC XX followers, XXX engagements "China appears to have passed the U.S. in LLM leadership. ByteDance's Seed models outperform in language and multimodal. Monthly releases. xAI appears the closest behind with Grok. Other U.S. labs appear compute-constrained (Llama ChatGPT etc). Ironic given the chip ban"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947765224171327704) 2025-07-22 21:06:31 UTC XX followers, XX engagements "This is not being talked about enough. China leads AI. The entirety of modern U.S. economic strength was built on the internet (goes back to when GDP was less than the UK). If the U.S. fumbles this could be worse than losing dollar hegemony"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948548017851613254) 2025-07-25 00:57:04 UTC XX followers, XX engagements "The knock against $GOOGL has always been singular exposure to search. We see that risk playing out today. Still Google appears well-positioned in AI. Gemini is a leader. Can they continue to improve and maintain leadership Market should reward the shares if so"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948024502895378648) 2025-07-23 14:16:48 UTC XX followers, XX engagements "@ahtoshkaa @ai_for_success Could be as well. Jokes on us bc we're gonna end up sacrificing the universe to feed the AI gods"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948746082764108148) 2025-07-25 14:04:06 UTC XX followers, X engagements "$TSLA and $NVDA currently trade at relatively elevated implied FCFPS growth of XX% and XX% p.a. Every +0.1x increase in perceived market risk requires +50bps and +54bps more growth p.a. to justify today's share prices. So every +0.2x of risk is worth +1% p.a. of growth. More here:"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947287421382521109) 2025-07-21 13:27:54 UTC XX followers, XX engagements "@dividendology They need to start measuring inflation in dollar-depreciation terms. rather than price-inflation terms. Would put a lot of things into perspective"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948638752643146128) 2025-07-25 06:57:37 UTC XX followers, XX engagements "CONFIRMED: Musk notes confluence of -ive impact of regulatory credit removal ahead of the anticipated autonomous ramp may weigh on a few Q's of $TSLA's financials. I note that EV credits expire by September XX 2025 under OBBB implying Q4 2025 and on may be slightly worse"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948148258162856431) 2025-07-23 22:28:34 UTC XX followers, XXX engagements "@_SFTahoe Good point If LiDAR proves useful $TSLA can easily train a LiDAR system. But the same is not true of what TSLA is doing"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948627066318123050) 2025-07-25 06:11:11 UTC XX followers, XXX engagements "Hot take: $META's recent slew of hiring represents a defensive development. To date Llama X Behemoth still has yet to release. Meaning $META's most-recent flagship model is 1Y old. Maverick does not compete well with leading LLMs. This is panic"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947748567525036368) 2025-07-22 20:00:20 UTC XX followers, XX engagements "Is $META dead Meta plans +1GWe of compute in 2026. This implies 21M of innovation ceded (5M to 2026 + 16M since Llama 3). Implies at least X update cycles (qtrly cadence). For ref: ChatGPT only released XX updates since 2022 launch. Time will tell"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947851366359023788) 2025-07-23 02:48:49 UTC XX followers, XX engagements "$TSLA reported 2Q25 results. ð post-mkt - EPS of $XXXX (H1 $0.45; XX% of my FY forecast) - Rev. of $22B (H1 $42B; XX% of my FY forecast) - Auto rev. of $17B (H1 $31B; XX% of my FY forecast) - Auto margins of XX% (+137bps vs my FY forecast) Q&A @ 5:30ET:"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948117855477645814) 2025-07-23 20:27:45 UTC XX followers, XXX engagements "I suspect the delays we're seeing in frontier AI (Llama + GPT-5) may be due to the need to dramatically reduce active parameter count but maintain performance. China did this last gen. Probably taking longer for U.S. given the higher bar and larger user bases. Time will tell"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948455766743998926) 2025-07-24 18:50:30 UTC XX followers, XX engagements "$GOOGL has been the most undervalued big tech name for like a decade. When does this thesis die"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947481496995942728) 2025-07-22 02:19:05 UTC XX followers, XXX engagements "Also seeing a common knock against Chinese LLMs: that they aren't globally competitive. But which U.S LLMs are competitive within China The answer is none. All blocked. âChatGPT âGrok âLLama âClaude âGemini Meanwhile Chinese LLMs are (mostly) available in the West"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947820188260331783) 2025-07-23 00:44:56 UTC XX followers, XX engagements "I guess not. Based on what I'm reading retail on X is in for a painful lesson on health insurance underwriting and amortized cost accounting. Could $UNH pop Sure but it would appear to have little to do with fundamentals"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947987545767231896) 2025-07-23 11:49:57 UTC XX followers, XXX engagements "Musk "would be shocked" if $TSLA is not producing 100000 Optimus robots per month in X years. Hard to say what the ramp will look like near-term (ie in the next 1-2 years)"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948141272776278348) 2025-07-23 22:00:48 UTC XX followers, XXX engagements "China leads this aspect for LLMs. ByteDance and Kunlun currently on a monthly release cycle. Curious which labs will sustain that"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948023983049195894) 2025-07-23 14:14:44 UTC XX followers, XX engagements "@BTC_Archive And. apparently $ETH is the worst ð³"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947479039473815566) 2025-07-22 02:09:20 UTC XX followers, XXX engagements "@TheLongInvest A lot of names trading at pandemic levels. $UNH included. Markets are funny lol"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947782284939067660) 2025-07-22 22:14:19 UTC XX followers, 1990 engagements "Equities misprice growth all the time. Alpha is just a function of finding names investors expect to grow slowly or shrink that are actually poised for better growth given your risk assumption. Doesn't need to be explosively higher growth than expected. A few bps is enough"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948025409439781318) 2025-07-23 14:20:24 UTC XX followers, XX engagements "Translation: A good LLM is not a competitive advantage. $NVDA"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948625794768478466) 2025-07-25 06:06:07 UTC XX followers, XX engagements "@farzyness $TSLA has no meaningful debt. CEO addressed this on the call-expects to debt finance after maiden revenue + fund from balance sheet until then"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948432339987476874) 2025-07-24 17:17:24 UTC XX followers, XXX engagements "Further to this $META appears to have entered "show-me" territory with the shares commanding a substantial AI premium. Recall the shares collapsing to US$90/share amid heightened VR/AR capex. AI capex has been even higher. Failure to deliver could be catastrophic"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947750527221305454) 2025-07-22 20:08:07 UTC XX followers, XX engagements "Seeing many analysts say data is still a moat for AI. It is not. Data is being generated (and RL is effectively a generative loop). The real moat is the infrastructure for data generation (and for RL). Analysts at strong shops have it wrong. The street will be offside here"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1947818754894704995) 2025-07-23 00:39:14 UTC XX followers, XX engagements "@garyblack00 This might be plausible. if $TSLA traded on 2025 EPS"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948238134174486744) 2025-07-24 04:25:42 UTC XX followers, XXX engagements "I agree with most of this. So have many analysts for decades. A lot of money has been forgone waiting for the $GOOGL rerate"  [@ItsEricDing](/creator/x/ItsEricDing) on [X](/post/tweet/1948623983613514141) 2025-07-25 05:58:56 UTC XX followers, XX engagements
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@ItsEricDing Eric Ding
Eric Ding posts on X about $tsla, googl, $googl, china the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XXXX%
Mentions: XX #
Followers: XX #
- X Week XX +275%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% automotive brands XXXX% technology brands XXXXX% finance XXXX% countries XXXXX% exchanges XXXX% celebrities XXXX% cryptocurrencies XXXX%
Social topic influence $tsla #834, googl 12.77%, $googl 12.77%, china 12.77%, nvda 10.64%, open ai 8.51%, $nvda 8.51%, gpu 6.38%, tesla #1947, meta XXXX%
Top accounts mentioned or mentioned by @hangsiin @sama @watcherguru @theaiinvestor @bigbullcap @kimmonismus @ahtoshkaa @aiforsuccess @dividendology @sftahoe @btcarchive @thelonginvest @farzyness @garyblack00 @ahmad_invests @winninglibtards
Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Metadium (META) UnitedHealth Group (UNH) Alibaba Group (BABA) Taiwan Semiconductor (TSM) Bank of America (BAC) Mario Coin (COIN) Microsoft Corp. (MSFT) Ethereum (ETH)
Top Social Posts #
Top posts by engagements in the last XX hours
"$BABA and ByteDance are eating OpenAI and $GOOGL for breakfast What's for lunch Grok seems like the only hope"
@ItsEricDing on X 2025-07-25 06:14:03 UTC XX followers, XXX engagements
"Nobody needs GPUs. People need FLOPs. $GOOGL for instance designs TPUs to service their FLOP demand. "GPU demand" makes no sense. GPUs are not fungible" @ItsEricDing on X 2025-07-22 02:04:44 UTC XX followers, XX engagements
"$NVDA potentially has a lot to gain from the massive GPU buying but $TSM (and a few others) bottlenecks the growth. A viable Huawei or Samsung chip would make things really interesting. I imagine a public $GOOGL TPU cloud or $TSLA Dojo cloud is also eventually in the cards" @ItsEricDing on X 2025-07-23 14:26:16 UTC XX followers, XXX engagements
"I see top shops saying $TSLA built a chip + Dojo bc they wanted to That's wrong. They had to. The U.S. shot itself in the foot with the GPU export ban. Chinese TSLA cars could not use NVDA chips as-is The first choice was always to buy but that was impossible. So they built" @ItsEricDing on X 2025-07-25 02:50:24 UTC XX followers, XX engagements
"My favourite market phenomenon is stocks immediately trading down when analysts upgrade or raise PT and immediately up when they downgrade or lower PT" @ItsEricDing on X 2025-07-21 21:54:46 UTC XX followers, XX engagements
"$TSLA call over. Shares down -XXXX% post-mkt. Likely due to read-through on near-term cash burn. My view: the near-term cash burn is immaterial to valuation given the size of the potential autonomous opportunity. Bumpy quarters will create entries in the name through 2026" @ItsEricDing on X 2025-07-23 22:31:57 UTC XX followers, XXX engagements
"China leads in AI. I am pounding the table on this. Centrally-planned China labs update models monthly while OpenAI and $META bicker over freemium users. Still no GPT-5 or Behemoth. has to get its act together. $TSLA is the only one" @ItsEricDing on X 2025-07-25 00:53:46 UTC XX followers, XXX engagements
"$TSLA will be "technically" ready to launch Robotaxi in 1/2 of U.S. population by YE2025 (pending regulatory approval)" @ItsEricDing on X 2025-07-23 21:34:40 UTC XX followers, XXX engagements
"Musk says all hardware for $TSLA Optimus is designed internally-nothing can be acquired "off-the-shelf". Read through: competitors will need to design from the ground-up in-house or buy from Tesla assuming humanoid robotics achieve scale" @ItsEricDing on X 2025-07-23 21:42:53 UTC XX followers, XXX engagements
"@BigBullCap It's absurd $COIN ever traded at US$40 per share" @ItsEricDing on X 2025-07-22 01:40:28 UTC XX followers, XX engagements
"The only sensible way to underwrite $TSLA is: take a view on AV TAM and TSLA's FCF share. Then discount the market's implied TAM and FCF share and arb the difference. Anything else is complexity for complexity's sake Rocket science is hard let's leave that to Elon" @ItsEricDing on X 2025-07-25 03:45:56 UTC XX followers, XX engagements
"I am cutting $TSLA estimates for F2025-2027. Target unchanged. EPS: $XXXX $XXXX $XXXX (-40% -XX% +12% vs prev est) FCF: ($7.0B) ($0.6B) $3.3B (-$1.2B p.a.) Deliveries: 1.8M 2.2M 2.8M (+0% +15% +40%) due to guided Semi & Cybercab ramp Full note hits Substack tmr. (bio)" @ItsEricDing on X 2025-07-25 00:30:34 UTC XX followers, XXX engagements
"Apparently the top shops model $TSLA network revenues by "segment" From a risk perspective that's pretty bad. Nobody knows what the business models will be Not even TSLA Anything beyond TAM is a pure guess and if your audit committee wants you to underwrite it. RIP" @ItsEricDing on X 2025-07-25 03:45:55 UTC XX followers, XX engagements
"@kimmonismus IMO ByteDance's Seed models remain the most slept on" @ItsEricDing on X 2025-07-22 21:23:59 UTC XX followers, XXX engagements
"China appears to have passed the U.S. in LLM leadership. ByteDance's Seed models outperform in language and multimodal. Monthly releases. xAI appears the closest behind with Grok. Other U.S. labs appear compute-constrained (Llama ChatGPT etc). Ironic given the chip ban" @ItsEricDing on X 2025-07-22 21:06:31 UTC XX followers, XX engagements
"This is not being talked about enough. China leads AI. The entirety of modern U.S. economic strength was built on the internet (goes back to when GDP was less than the UK). If the U.S. fumbles this could be worse than losing dollar hegemony" @ItsEricDing on X 2025-07-25 00:57:04 UTC XX followers, XX engagements
"The knock against $GOOGL has always been singular exposure to search. We see that risk playing out today. Still Google appears well-positioned in AI. Gemini is a leader. Can they continue to improve and maintain leadership Market should reward the shares if so" @ItsEricDing on X 2025-07-23 14:16:48 UTC XX followers, XX engagements
"@ahtoshkaa @ai_for_success Could be as well. Jokes on us bc we're gonna end up sacrificing the universe to feed the AI gods" @ItsEricDing on X 2025-07-25 14:04:06 UTC XX followers, X engagements
"$TSLA and $NVDA currently trade at relatively elevated implied FCFPS growth of XX% and XX% p.a. Every +0.1x increase in perceived market risk requires +50bps and +54bps more growth p.a. to justify today's share prices. So every +0.2x of risk is worth +1% p.a. of growth. More here:" @ItsEricDing on X 2025-07-21 13:27:54 UTC XX followers, XX engagements
"@dividendology They need to start measuring inflation in dollar-depreciation terms. rather than price-inflation terms. Would put a lot of things into perspective" @ItsEricDing on X 2025-07-25 06:57:37 UTC XX followers, XX engagements
"CONFIRMED: Musk notes confluence of -ive impact of regulatory credit removal ahead of the anticipated autonomous ramp may weigh on a few Q's of $TSLA's financials. I note that EV credits expire by September XX 2025 under OBBB implying Q4 2025 and on may be slightly worse" @ItsEricDing on X 2025-07-23 22:28:34 UTC XX followers, XXX engagements
"@_SFTahoe Good point If LiDAR proves useful $TSLA can easily train a LiDAR system. But the same is not true of what TSLA is doing" @ItsEricDing on X 2025-07-25 06:11:11 UTC XX followers, XXX engagements
"Hot take: $META's recent slew of hiring represents a defensive development. To date Llama X Behemoth still has yet to release. Meaning $META's most-recent flagship model is 1Y old. Maverick does not compete well with leading LLMs. This is panic" @ItsEricDing on X 2025-07-22 20:00:20 UTC XX followers, XX engagements
"Is $META dead Meta plans +1GWe of compute in 2026. This implies 21M of innovation ceded (5M to 2026 + 16M since Llama 3). Implies at least X update cycles (qtrly cadence). For ref: ChatGPT only released XX updates since 2022 launch. Time will tell" @ItsEricDing on X 2025-07-23 02:48:49 UTC XX followers, XX engagements
"$TSLA reported 2Q25 results. ð post-mkt - EPS of $XXXX (H1 $0.45; XX% of my FY forecast) - Rev. of $22B (H1 $42B; XX% of my FY forecast) - Auto rev. of $17B (H1 $31B; XX% of my FY forecast) - Auto margins of XX% (+137bps vs my FY forecast) Q&A @ 5:30ET:" @ItsEricDing on X 2025-07-23 20:27:45 UTC XX followers, XXX engagements
"I suspect the delays we're seeing in frontier AI (Llama + GPT-5) may be due to the need to dramatically reduce active parameter count but maintain performance. China did this last gen. Probably taking longer for U.S. given the higher bar and larger user bases. Time will tell" @ItsEricDing on X 2025-07-24 18:50:30 UTC XX followers, XX engagements
"$GOOGL has been the most undervalued big tech name for like a decade. When does this thesis die" @ItsEricDing on X 2025-07-22 02:19:05 UTC XX followers, XXX engagements
"Also seeing a common knock against Chinese LLMs: that they aren't globally competitive. But which U.S LLMs are competitive within China The answer is none. All blocked. âChatGPT âGrok âLLama âClaude âGemini Meanwhile Chinese LLMs are (mostly) available in the West" @ItsEricDing on X 2025-07-23 00:44:56 UTC XX followers, XX engagements
"I guess not. Based on what I'm reading retail on X is in for a painful lesson on health insurance underwriting and amortized cost accounting. Could $UNH pop Sure but it would appear to have little to do with fundamentals" @ItsEricDing on X 2025-07-23 11:49:57 UTC XX followers, XXX engagements
"Musk "would be shocked" if $TSLA is not producing 100000 Optimus robots per month in X years. Hard to say what the ramp will look like near-term (ie in the next 1-2 years)" @ItsEricDing on X 2025-07-23 22:00:48 UTC XX followers, XXX engagements
"China leads this aspect for LLMs. ByteDance and Kunlun currently on a monthly release cycle. Curious which labs will sustain that" @ItsEricDing on X 2025-07-23 14:14:44 UTC XX followers, XX engagements
"@BTC_Archive And. apparently $ETH is the worst ð³" @ItsEricDing on X 2025-07-22 02:09:20 UTC XX followers, XXX engagements
"@TheLongInvest A lot of names trading at pandemic levels. $UNH included. Markets are funny lol" @ItsEricDing on X 2025-07-22 22:14:19 UTC XX followers, 1990 engagements
"Equities misprice growth all the time. Alpha is just a function of finding names investors expect to grow slowly or shrink that are actually poised for better growth given your risk assumption. Doesn't need to be explosively higher growth than expected. A few bps is enough" @ItsEricDing on X 2025-07-23 14:20:24 UTC XX followers, XX engagements
"Translation: A good LLM is not a competitive advantage. $NVDA" @ItsEricDing on X 2025-07-25 06:06:07 UTC XX followers, XX engagements
"@farzyness $TSLA has no meaningful debt. CEO addressed this on the call-expects to debt finance after maiden revenue + fund from balance sheet until then" @ItsEricDing on X 2025-07-24 17:17:24 UTC XX followers, XXX engagements
"Further to this $META appears to have entered "show-me" territory with the shares commanding a substantial AI premium. Recall the shares collapsing to US$90/share amid heightened VR/AR capex. AI capex has been even higher. Failure to deliver could be catastrophic" @ItsEricDing on X 2025-07-22 20:08:07 UTC XX followers, XX engagements
"Seeing many analysts say data is still a moat for AI. It is not. Data is being generated (and RL is effectively a generative loop). The real moat is the infrastructure for data generation (and for RL). Analysts at strong shops have it wrong. The street will be offside here" @ItsEricDing on X 2025-07-23 00:39:14 UTC XX followers, XX engagements
"@garyblack00 This might be plausible. if $TSLA traded on 2025 EPS" @ItsEricDing on X 2025-07-24 04:25:42 UTC XX followers, XXX engagements
"I agree with most of this. So have many analysts for decades. A lot of money has been forgone waiting for the $GOOGL rerate" @ItsEricDing on X 2025-07-25 05:58:56 UTC XX followers, XX engagements