[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
#  @alojoh AJ
Tesla has achieved significant success, including outselling Mercedes Benz and BMW in China, with over XXXXXXX vehicles sold in Q3 2025. The company has also made advancements in its Full Self-Driving (FSD) technology, including the ability to understand human stop signs and reverse out of tricky situations. Additionally, Tesla has launched new models, including the Model X and Model Y, with competitive pricing.
### Engagements: XXXXXXX [#](/creator/twitter::2897852237/interactions)
- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX +424%
- X Months XXXXXXXXXX +13%
- X Year XXXXXXXXXXX +162%
### Mentions: XXX [#](/creator/twitter::2897852237/posts_active)
- X Week XXX +10%
- X Month XXX +117%
- X Months XXXXX -XX%
- X Year XXXXX -XX%
### Followers: XXXXXX [#](/creator/twitter::2897852237/followers)
- X Week XXXXXX +1.30%
- X Month XXXXXX +5.80%
- X Months XXXXXX +36%
- X Year XXXXXX +91%
### CreatorRank: XXXXXX [#](/creator/twitter::2897852237/influencer_rank)
### Social Influence [#](/creator/twitter::2897852237/influence)
---
**Social category influence**
[automotive brands](/list/automotive-brands) #1107 [stocks](/list/stocks) #1964 [finance](/list/finance) #3073 [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [celebrities](/list/celebrities) #6794 [formula 1](/list/formula-1) #4425 [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXXX%
**Social topic influence**
[tesla](/topic/tesla) #104, [nio](/topic/nio) #219, [china](/topic/china) 2.87%, [elon musk](/topic/elon-musk) #217, [byd](/topic/byd) #231, [general motors](/topic/general-motors) #49, [mercedesbenz](/topic/mercedesbenz) #347, [cash flow](/topic/cash-flow) #23, [$uber](/topic/$uber) #35, [deep dive](/topic/deep-dive) #264
**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@elonmusk](/creator/undefined) [@tesla](/creator/undefined) [@gavinnewsom](/creator/undefined) [@nioswitzerland](/creator/undefined) [@gm](/creator/undefined) [@barackobama](/creator/undefined) [@mercedesbenz](/creator/undefined) [@teslaxsweden](/creator/undefined) [@tomlbutler](/creator/undefined) [@webmasterdave](/creator/undefined) [@chamath](/creator/undefined) [@ford](/creator/undefined) [@hematophagian](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@vohen_](/creator/undefined) [@argueswithyou](/creator/undefined) [@blood_angel_133](/creator/undefined) [@realjimchanos](/creator/undefined) [@louiswei8](/creator/undefined)
**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [General Motors Company (GM)](/topic/general-motors) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db)
### Top Social Posts [#](/creator/twitter::2897852237/posts)
---
Top posts by engagements in the last XX hours
"You have to decide for yourself but I can tell you what I told my mom recently: I am not a great fan of the AfD and find their leadership at best mediocre but I rather take my chances with them than risk more years under completely misguided parties which appear unable to move on from failed policies of the past. They (AfD) cant be much worse than them (parties in power right now)"
[X Link](https://x.com/alojoh/status/1980132392917409908) [@alojoh](/creator/x/alojoh) 2025-10-20T04:42Z 50.4K followers, 21.8K engagements
"Wow Grok is going hard on Chamath linking much of his wealth to being a lucky early Facebook employee"
[X Link](https://x.com/alojoh/status/1980577425634529547) [@alojoh](/creator/x/alojoh) 2025-10-21T10:10Z 50.4K followers, 18.7K engagements
"News: Cantor Fitzgerald Howard Lutnick's firm just raised Nvidia price target from $XXX to $300"
[X Link](https://x.com/alojoh/status/1976278136301228337) [@alojoh](/creator/x/alojoh) 2025-10-09T13:26Z 50.4K followers, 5698 engagements
"@modernhistory 1) Highly processed foods 2) Social Media dopamine addiction 3) The rise of binge watching 4) Widespread use of antidepressants 5) Indoctrination Happened"
[X Link](https://x.com/alojoh/status/1978122198113030569) [@alojoh](/creator/x/alojoh) 2025-10-14T15:34Z 50.4K followers, 19.9K engagements
"Xiaomi (MCap $XXX billion) got a rough month: stock is down 21%. @Xiaomi Q3 results one month out"
[X Link](https://x.com/alojoh/status/1979166647098208256) [@alojoh](/creator/x/alojoh) 2025-10-17T12:44Z 50.4K followers, 5032 engagements
"Market's recover after Trump says "I think well be fine with China and no XXX% tariff"
[X Link](https://x.com/alojoh/status/1979175534949990737) [@alojoh](/creator/x/alojoh) 2025-10-17T13:19Z 50.4K followers, 6017 engagements
"Reposting this since several investors reached out this week asking the same question: "what is your view on Tesla investing in xAi""
[X Link](https://x.com/alojoh/status/1979423799998062673) [@alojoh](/creator/x/alojoh) 2025-10-18T05:46Z 50.4K followers, 9391 engagements
"Egg prices dropped to long term low Chain of events 1) avian flu outbreak caused culling of millions of hens. 2) Limited supply was the result. 3) Raising of new chickens takes time 4) New hens reaching peak production takes even longer (or eggs of sufficient quality). Hence this drop in egg prices was highly predictable and had absolutely nothing to do with monetary policy. It was simply a supply shock"
[X Link](https://x.com/alojoh/status/1979733056526176414) [@alojoh](/creator/x/alojoh) 2025-10-19T02:15Z 50.4K followers, 8152 engagements
"This is not how rich works since rich to most people is relative: Do I have more than or a similar amount as insert name of group you aspire to join or be part of. Evidence for this claim comes from the fact that middle class today can afford much improved services and goods than rich people XXX years ago. For example: except for super rich travelling to a different continent was prohibitively expensive even for many wealthy people due to opportunity cost (it took months to reach certain continents) and cost of travel. With no amount of money a rich person could afford the same level of"
[X Link](https://x.com/alojoh/status/1979777833598628314) [@alojoh](/creator/x/alojoh) 2025-10-19T05:13Z 50.4K followers, 7483 engagements
"@elonmusk @grok @grok why no answer"
[X Link](https://x.com/alojoh/status/1979808050702848124) [@alojoh](/creator/x/alojoh) 2025-10-19T07:13Z 50.4K followers, 5559 engagements
"Just bought a few more to do my bit for the magical $420.69"
[X Link](https://x.com/alojoh/status/1866927290749182349) [@alojoh](/creator/x/alojoh) 2024-12-11T19:25Z 50.4K followers, 46.4K engagements
"BREAKING: Lucid is up XX% on announced Uber partnership "Lucid Nuro and Uber Partner on Next-Generation Autonomous Robotaxi Program""
[X Link](https://x.com/alojoh/status/1945835530689671609) [@alojoh](/creator/x/alojoh) 2025-07-17T13:18Z 50.4K followers, 25.3K engagements
"The share price of this company soared XXX% over the last XX months. This is a financial deep dive into Xiaomi. Is this China's next "Apple" (ticker: @Xiaomi @leijun"
[X Link](https://x.com/alojoh/status/1959230458023055515) [@alojoh](/creator/x/alojoh) 2025-08-23T12:25Z 50.4K followers, 3158 engagements
"News: Chinese automaker Changan plans IPO of its EV brand Avatr Avatrs submission of its Hong Kong IPO application is expected as early as October and targets a listing by Q2 2026. Recent Chinese automakers capital raises include: BYD $XXX billion in March 2025 NIO $XXX billion in September 2025 Chery $XXX billion (IPO in two days) Makes one wonder what is driving this rush to raise equity 🤔"
[X Link](https://x.com/alojoh/status/1970307267154084196) [@alojoh](/creator/x/alojoh) 2025-09-23T02:00Z 50.4K followers, 7489 engagements
"Should you vote FOR Tesla's xAI investment @Tesla @xai My view is you should vote "FOR" and here is why: X. Sure at this stage the xAI investment comes at a huge valuation and therefore Tesla's resulting stake would be rather small even if $5-10B was invested. X. However the xAI investment adds to Tesla's AI investment story and likely is more than X% accretive to Tesla's AI investment story. X. Since Tesla trades at well over $1T MCap which is mostly based on Tesla's AI future an X% accretion to this AI investment story would likely more than make up for the loss in balance sheet cash. 4."
[X Link](https://x.com/alojoh/status/1971116713102950856) [@alojoh](/creator/x/alojoh) 2025-09-25T07:37Z 50.4K followers, 21.5K engagements
"The level of volatility (constantly up/down 5%) on no material news are the hallmarks of market man***lation. And no this is not typical market movements. None of NIO's Chinese peers exhibits this level of volatility. Some key peers right now Xpeng +2.5% Li Auto -XXX% BYD -1.2%"
[X Link](https://x.com/alojoh/status/1971578582532243659) [@alojoh](/creator/x/alojoh) 2025-09-26T14:12Z 50.4K followers, 6652 engagements
"Deutsche Bank was on NIO's equity raise which is very lucrative for an investment bank and coincidentially put out this completely false forecast earlier this year. Current YTD is near 201K units. This means to meet DB's forecast NIO would have to sell XXX% more in Q4 alone than what NIO sold in Q1 to Q3 combined"
[X Link](https://x.com/alojoh/status/1972993259019341986) [@alojoh](/creator/x/alojoh) 2025-09-30T11:53Z 50.4K followers, 10.5K engagements
"News: Automaker Volvo @VolvoGroup controlled by Chinese company Geely @GeelyGroup reported a September sales increase of X% year-over-year. The increase was driven by ICE sales which increased X% yoy. Fully electric vehicle sales ("BEV") continued to decrease at X% year-over-year. Note how US EV sales increases 52%. That's the power of demand pullforward caused by the EV tax credit ending. But also note how total volume was 1K. In other words: if you bought a Volvo branded EV in the US you were a very special buyer. Europe was Volvo's toughest EV market which saw a XX% year-over-year sales"
[X Link](https://x.com/alojoh/status/1973686346033029421) [@alojoh](/creator/x/alojoh) 2025-10-02T09:47Z 50.4K followers, 6462 engagements
"Eos Energy is up XXX% YTD. Report coming. Stay tuned"
[X Link](https://x.com/alojoh/status/1975237710957736169) [@alojoh](/creator/x/alojoh) 2025-10-06T16:32Z 50.4K followers, 24.7K engagements
"China used currency devaluation successfully to boost its exports"
[X Link](https://x.com/alojoh/status/1975493172668342769) [@alojoh](/creator/x/alojoh) 2025-10-07T09:27Z 50.4K followers, 12.2K engagements
"@stekkerauto @PierreDdeG Fisker designed it"
[X Link](https://x.com/alojoh/status/1975537106178220237) [@alojoh](/creator/x/alojoh) 2025-10-07T12:22Z 50.4K followers, XXX engagements
"EOS Energy's share price soared XXX% over the last 12-months. Is it still a good buy or has this ship sailed The attached thread for investors tries to answer this question"
[X Link](https://x.com/alojoh/status/1975558286285152720) [@alojoh](/creator/x/alojoh) 2025-10-07T13:46Z 50.4K followers, 26.4K engagements
"News: Tesla outsells both BMW and Mercedes in China. @Tesla @BMWGroup @MercedesBenz In the third quarter of 2025: BMW sold 147121 cars in China Mercedes sold 125100 cars in China. Final numbers for Tesla have not yet been released but available weekly data implies that Tesla sold over 170000 vehicles (likely closer to 175000) vehicles in China in the third quarter. This implies Tesla sells about XX% more cars than BMW in China and more than one third more vehicles than Mercedes in China"
[X Link](https://x.com/alojoh/status/1975771378218401886) [@alojoh](/creator/x/alojoh) 2025-10-08T03:52Z 50.4K followers, 16.7K engagements
"News: General Motors was forced to abandon plan to exploit EV tax credit loophole. @GM General Motors has scrapped a program that would have allowed its dealers to continue offering a $7500 electric vehicle lease credit for several months after the federal subsidy expired on September XX. Late last month GM devised a workaround in which its in-house financing arm would temporarily purchase EVs from dealer inventories just before the credits deadline. The automaker intended to claim the $7500 federal credit on those vehicles and then pass the savings along to customers through lease offers."
[X Link](https://x.com/alojoh/status/1975960410084745480) [@alojoh](/creator/x/alojoh) 2025-10-08T16:24Z 50.4K followers, 55.6K engagements
"Nvidia hit today for the first time this price @nvidia I predicted Nvidia had massive upside and investors should load up. I published this report while the market was still captured by the Deepseek hysteria which I debunked at the time. I recommend every serious investor subscribes to my research"
[X Link](https://x.com/alojoh/status/1976293639211868361) [@alojoh](/creator/x/alojoh) 2025-10-09T14:28Z 50.4K followers, 27.7K engagements
"News: Chinese Geely-owned pure EV brand Polestar saw vehicle sales increase XX% year-over-year driven partly by the low-volume early ramp of the Polestar X in Q3 2024 but declined XX% sequentially from Q2 2025. @PolestarCars @GeelyGroup"
[X Link](https://x.com/alojoh/status/1976557917647335674) [@alojoh](/creator/x/alojoh) 2025-10-10T07:58Z 50.4K followers, 6107 engagements
"I warned investors in 2023 not to touch Polestar. Stock is down over XX% since I shared that warning"
[X Link](https://x.com/alojoh/status/1976558577167876206) [@alojoh](/creator/x/alojoh) 2025-10-10T08:01Z 50.4K followers, 7274 engagements
"News: Tesla is sending emails to European customers promoting the new Model Y Standard. @Tesla WLTP range XXX km. Same price as in the U.S. but in Euro: 39990 (vs $39990)"
[X Link](https://x.com/alojoh/status/1976576711018832062) [@alojoh](/creator/x/alojoh) 2025-10-10T09:13Z 50.4K followers, 28.5K engagements
"NIO's share price is now back down to $XXXX the level at which I warned investors in August not to touch this bubble stock. See attached video why and skip the NIO pro* channels. *adnagap"
[X Link](https://x.com/alojoh/status/1976673327864524859) [@alojoh](/creator/x/alojoh) 2025-10-10T15:37Z 50.4K followers, 7523 engagements
"The return of the US/China trade war came at a perfect moment: market was obsessed with the "when comes the pullback" question and this out of the blue return to trade war rhetoric now gave everyone a good reason to exit"
[X Link](https://x.com/alojoh/status/1976712637745709538) [@alojoh](/creator/x/alojoh) 2025-10-10T18:13Z 50.4K followers, 10.3K engagements
"In case you missed it here is a list of some of the research I shared with investors this week: X. Tesla deep dive financial outlook (50 pages) X. EOS Energy deep dive (36min video / XX pages) X. Tesla Q4 deliveries deep dive (45 markets covered) X. China EV Q4 market EV demand indicators (by main models) X. April 2025 market selloff study X. How TSLA trades around key events X. Trends in FED rate cut expectations Enjoy your weekend reading"
[X Link](https://x.com/alojoh/status/1976906728605106570) [@alojoh](/creator/x/alojoh) 2025-10-11T07:04Z 50.4K followers, 17.1K engagements
"If he is only XX years old he must be 1) A really fast learner since he cant have studied his craft for many years; 2) It cant be that difficult. Many doctors study for 10+ year. Also the fact that likely a tiny minority of people will ever try this craft makes it unlikely he is an exceptional talent since the probabilities are multiplicative: probability of someone trying this craft times the probability of being a talent in exactly this craft. Say the probability of trying this craft is one in XXX and the p of being a great talent is one in 1000 then the probability he is a great talent in"
[X Link](https://x.com/alojoh/status/1977036223584555503) [@alojoh](/creator/x/alojoh) 2025-10-11T15:39Z 50.4K followers, 79.9K engagements
"I analyzed Tesla's last XX quarters examining the impact of delivery announcements on share price the stock's performance between the delivery release and the day before earnings (the current period) and the effects of earnings reports. This analysis incorporates both quantitative and qualitative factors including management announcements. Here are my findings"
[X Link](https://x.com/alojoh/status/1977653690983940411) [@alojoh](/creator/x/alojoh) 2025-10-13T08:32Z 50.4K followers, 12.8K engagements
"News: Tesla Earnings Estimates Jump XX% In the last XX days (following Teslas Q3 delivery and deployment report) Wall Street consensus earnings estimates have climbed from $XXXX to $XXXX per share a XX% increase. Analyst sentiment is turning increasingly bullish. Today Evercore joined the wave of upgrades raising their price target from $XXX to $XXX. As expected called it (Receipts attached.)"
[X Link](https://x.com/alojoh/status/1977743379271155939) [@alojoh](/creator/x/alojoh) 2025-10-13T14:29Z 50.4K followers, 26.6K engagements
"This is wild: Since Lucid @LucidMotors launched in Germany just XX months ago (June 2023) it has sold only XX cars to private buyers. The rest All to businesses. That means a staggering XX% of Lucids German sales went to commercial buyers. No private demand. No buzz. Just fleet sales"
[X Link](https://x.com/alojoh/status/1977752282025316584) [@alojoh](/creator/x/alojoh) 2025-10-13T15:04Z 50.4K followers, 23.5K engagements
"Ouch Mercedes Ford Stellantis (Peugeot/Citroen) Renault and Nissan go on trial over emissions cheat claims. All five automakers deny the accusations. The main trial is due to conlcude in December but legal arguments will not be heard until March 2026"
[X Link](https://x.com/alojoh/status/1977770419257037277) [@alojoh](/creator/x/alojoh) 2025-10-13T16:16Z 50.4K followers, 12K engagements
"BREAKING: Tesla Model Y nearly dethrones Chinas #1 best-selling car despite costing 4x more. @Tesla No car in the top XX costs even half of a Model Y (midpoint of price range). Tesla/Elon made the iPhone of the car world New data shows the Model Y was once again China's top-selling vehicle after the ultra-cheap Wuling Hongguang Mini EV a tiny budget car priced at just a quarter of the Model Y. Sales figures Wuling Hongguang Mini EV: 51743 Tesla Model Y: 51173 Thats just a X% difference. And in terms of revenue the Model Y isnt just leading it's dominating. No other vehicle comes close. This"
[X Link](https://x.com/alojoh/status/1977948405864312939) [@alojoh](/creator/x/alojoh) 2025-10-14T04:03Z 50.4K followers, 149.1K engagements
"TOLD YOU SO ALERT Moodys just slapped Stellantis with a negative outlook translation: a credit downgrade is coming in the next XXX months. Back in 2023 I warned that Stellantis record-breaking free cash flow was a COVID mirage a one-time sugar high from offloading stale inventory during the supply crunch. I said: once supply chains normalize the cracks would show nobody wants these uncompetitive vehicles. That glut of inventory didnt magically disappear. It got masked by the chaos. Wall Street didnt listen. The stock kept ripping higher. Fast forward the bubble popped just like I predicted."
[X Link](https://x.com/alojoh/status/1977993773243097598) [@alojoh](/creator/x/alojoh) 2025-10-14T07:03Z 50.4K followers, 14.2K engagements
"BREAKING: General Motors issues profit warning - $XXX billion hit from EV overcapacity. @GM GM just filed a form 8-K informing that it "approved charges of $XXX billion in GM North America in the three months ended September XX 2025". GM expects it will be unable to sell its EVs after policy changes. This $XXX billion charge comes only XX months after GM recognized $X billion in charges in China. It is true what Biden said: "Mary you led and it matters." We are surprised to find out that he meant 'write-off'. GM shareholders and employees should be proud of their incredible leader @mtbarra"
[X Link](https://x.com/alojoh/status/1978079909164573134) [@alojoh](/creator/x/alojoh) 2025-10-14T12:46Z 50.4K followers, 211.7K engagements
"Anyone surprised by this Hello its Hamas we are talking about. They wont stop because someone somewhere signed a piece of paper. This isnt how they roll. The only solution to the problem is one nobody likes to discuss and hence its just a matter of time for it to return to the prior state"
[X Link](https://x.com/alojoh/status/1978096986562674753) [@alojoh](/creator/x/alojoh) 2025-10-14T13:54Z 50.4K followers, 17.6K engagements
"@BarackObama .@grok explain in plain English prop XX and assess whether it improves election fairness"
[X Link](https://x.com/alojoh/status/1978157571702673712) [@alojoh](/creator/x/alojoh) 2025-10-14T17:54Z 50.4K followers, 22.7K engagements
"@grok @BarackObama So does it increase or decrease election fairness"
[X Link](https://x.com/alojoh/status/1978158294968533305) [@alojoh](/creator/x/alojoh) 2025-10-14T17:57Z 50.4K followers, 5116 engagements
"@StephenWensley @MercedesBenz Not true This vehicle is built by Chinese in China in a BAIC plant Tesla is not flopping in China"
[X Link](https://x.com/alojoh/status/1978175744036487238) [@alojoh](/creator/x/alojoh) 2025-10-14T19:07Z 50.4K followers, XXX engagements
"General Motors @GM booked $7170 million in write-offs and other restructuring charges in the last 12-months the company's SEC filings show. Here is a breakdown: $4010 million China JV restructuring $1600 million NA EV segment restructuring $XXX million Buick dealer restructuring $XXX million Cruise restructuring $XXX million "Other" restructuring $XX million GMI plant wind down Do you still wonder why GM's PE ratio is so low"
[X Link](https://x.com/alojoh/status/1978293727417212964) [@alojoh](/creator/x/alojoh) 2025-10-15T02:55Z 50.4K followers, 8944 engagements
"This is an in-depth financial analysis of General Motors (@GM). Ill be sharing an updated breakdown following GMs Q3 earnings release next week on October XX 2025. *** Total revenue decreased in Q2 2025 (1.8)% year-on-year to $XXXX billion. Trailing 12-months total revenue decreased (0.4)% to $XXXXX billion from $XXXXX billion at the end of the previous quarter"
[X Link](https://x.com/alojoh/status/1978299448854823236) [@alojoh](/creator/x/alojoh) 2025-10-15T03:18Z 50.4K followers, 7853 engagements
"Despite the Forecast's significant projected earnings growth GM currently trades X% above GM's last 12-months median PE ratio of 5x. Note: Market Data not Updated Market Data As Per Date Shared With Investors After GM's Q2 Earnings Release"
[X Link](https://x.com/alojoh/status/1978299503141675498) [@alojoh](/creator/x/alojoh) 2025-10-15T03:18Z 50.4K followers, XXX engagements
"In the last 12-months General Motors became increasingly expensive relative to its projected earnings outlook currently approaching the local November 2024 high the stock defended only briefly due to December 2024 FED selloff and the global tariffs. Note: Market Data not Updated Market Data As Per Date Shared With Investors After GM's Q2 Earnings Release"
[X Link](https://x.com/alojoh/status/1978299506371236310) [@alojoh](/creator/x/alojoh) 2025-10-15T03:18Z 50.4K followers, XXX engagements
"Shocking news: General Motors @GM pressures suppliers into legal dependency and wants to dictate prices. General Motors (GM) has added a "Program Extension Clause" to its supplier purchase orders giving the company the unilateral right to extend contracts indefinitely with six months' notice. This new clause also allows GM to unilaterally determine pricing for extended terms if the parties cannot agree. The change which applies to new and amended contracts from September XX 2025 has drawn criticism from suppliers concerned about the loss of traditional fixed-term contracts and the potential"
[X Link](https://x.com/alojoh/status/1978359253124464942) [@alojoh](/creator/x/alojoh) 2025-10-15T07:16Z 50.4K followers, 32.4K engagements
"My subscribers are printing 💰right now. I warned investors this stock was in a massive b* and how impressive volume growth was driven by: 1) Depremiumization of the brand: launch replacement model at XX% lower MSRP. 2) Time glut of new models to exploit compounding early launch elevated sales effect. 3) Preproduce and amass inventory to show impressive sales figures immediately after launch. 4) Do this during the strongest car sales period in China. 5) Additional seasonal factors. 6) Send out proxies to flood news cycle with overly bullish news. Critical reporting like mine is extremely hard"
[X Link](https://x.com/alojoh/status/1978699431646994746) [@alojoh](/creator/x/alojoh) 2025-10-16T05:48Z 50.4K followers, 15.1K engagements
"🚨This lawsuit is not from a random hedge fund. This lawsuit is from one of the most respected investors globally GIC would never accuse NIO of wrongdoing if they didn't have an abundance of evidence since doing so would enable NIO to counter sue and win hundreds of millions in damages"
[X Link](https://x.com/alojoh/status/1978706838729163000) [@alojoh](/creator/x/alojoh) 2025-10-16T06:17Z 50.4K followers, 13.3K engagements
"Ford just issued another recall. Thats XX so far this year. In contrast Tesla issued X recalls one of which was over-the-air fixable. They passed their entire 2024 total back in June. Its only October. Congrats @jimfarley98 Ford is setting historic new records @Ford @Tesla What's going on Is Ford scrambling Jim when will you do the right thing and partner with Tesla"
[X Link](https://x.com/alojoh/status/1978733354196316241) [@alojoh](/creator/x/alojoh) 2025-10-16T08:02Z 50.4K followers, 28.3K engagements
"Yes because you can't have cables sitting around at night. That's a big issue for EV adoption. Vinfast's car sales are almost entirely in Vietnam and require heavy government support. VFS' founder is well connected so he might get ongoing support for a little while longer but it's doomed"
[X Link](https://x.com/alojoh/status/1978750436958994851) [@alojoh](/creator/x/alojoh) 2025-10-16T09:10Z 50.4K followers, XXX engagements
"This is an in-depth analysis of Xiaomi one of China's most competitive EV manufacturers and a global leader in smartphones. At the time of this post Xiaomi is trading at HKD XXXXX. When I first published this analysis the stock was at HKD XXXXX following a XXX% surge over the past yearwith every major analyst rating it as a Buy or Hold. ⚠ This is a serious no-fluff deep dive for dedicated investors. Runtime: XX minutes"
[X Link](https://x.com/alojoh/status/1978815341649162418) [@alojoh](/creator/x/alojoh) 2025-10-16T13:28Z 50.4K followers, 22.3K engagements
"Barclays raised today its TSLA price target from $XXX to $350"
[X Link](https://x.com/alojoh/status/1978885185815945272) [@alojoh](/creator/x/alojoh) 2025-10-16T18:06Z 50.4K followers, 8481 engagements
"@Tim_Walz .@grok would you rate Tim Walzs speech in 2025 mostly unifying or divisive"
[X Link](https://x.com/alojoh/status/1979019085330407435) [@alojoh](/creator/x/alojoh) 2025-10-17T02:58Z 50.4K followers, 4659 engagements
"TSMC is up XX% over the past X months. Exactly six months ago I shared a detailed report on TSMC with a clear verdict: TSMC offers attractive upside. 🎯 Since then it's nearly doubled. In my upcoming analysis Ill revisit the stock and answer the big question: Is TSMC still a strong buyor has the opportunity passed As always this will be a no-fluff deep-dive breakdown for serious investors. Stay tuned"
[X Link](https://x.com/alojoh/status/1979035664910782954) [@alojoh](/creator/x/alojoh) 2025-10-17T04:04Z 50.4K followers, 7300 engagements
"@VigilantFox .@grok what car sold in China is the cheapest in China but comparable with the Nissan Versa sold in the U.S. How much does that car cost in China in USD"
[X Link](https://x.com/alojoh/status/1979176580841640374) [@alojoh](/creator/x/alojoh) 2025-10-17T13:24Z 50.4K followers, 41.5K engagements
"Grok calls @ZohranKMamdani a l*"
[X Link](https://x.com/alojoh/status/1979180811388698749) [@alojoh](/creator/x/alojoh) 2025-10-17T13:40Z 50.4K followers, 8281 engagements
"Wow Grok is really not happy with @ZohranKMamdani. It takes a lot to p* off an AI"
[X Link](https://x.com/alojoh/status/1979185409893519509) [@alojoh](/creator/x/alojoh) 2025-10-17T13:59Z 50.4K followers, 9927 engagements
"@JDVance .@grok explain the root cause of the issue JD Vance pointed out and proposed a solution to reduce unfair election outcomes"
[X Link](https://x.com/alojoh/status/1979372350434087144) [@alojoh](/creator/x/alojoh) 2025-10-18T02:21Z 50.4K followers, 14.6K engagements
"@grok @JDVance Why not count all votes and distribute seats in proportion to votes"
[X Link](https://x.com/alojoh/status/1979374968120185249) [@alojoh](/creator/x/alojoh) 2025-10-18T02:32Z 50.4K followers, 2163 engagements
"News: Blackwell chips can now be made in U.S.A"
[X Link](https://x.com/alojoh/status/1979419562996039734) [@alojoh](/creator/x/alojoh) 2025-10-18T05:29Z 50.4K followers, 5637 engagements
"@TheHumanoidHub Can we please have just one such video👇. All the jumping and running is great but could we see only one time something like that 👇. I think a lot of people would appreciate. Thank you"
[X Link](https://x.com/alojoh/status/1979421736903770298) [@alojoh](/creator/x/alojoh) 2025-10-18T05:38Z 50.4K followers, 3178 engagements
"Technically a small investment in another company does not per se create synergies on paper. However we do know that Elon enables moving/shuffling of key employees around amongst his comps. Big picture the 'intelligence' created at xAI slots directly into the mass produced hardware Tesla will make. There will be a point where Grok replaces FSD or they merge or FSD is integrated into Grok. But not the other way around. A first step would be where Grok manages the car and 'calls' FSD as needed"
[X Link](https://x.com/alojoh/status/1979442982915870867) [@alojoh](/creator/x/alojoh) 2025-10-18T07:02Z 50.4K followers, XXX engagements
"@VigilantFox Grok agrees with Arnold 👇"
[X Link](https://x.com/alojoh/status/1979502034924814823) [@alojoh](/creator/x/alojoh) 2025-10-18T10:57Z 50.4K followers, 6257 engagements
"@RoBeRtXjEaN1679 @elonmusk Grok 5"
[X Link](https://x.com/alojoh/status/1979616635389645049) [@alojoh](/creator/x/alojoh) 2025-10-18T18:32Z 50.4K followers, XXX engagements
"@grok @BarackObama Who are the top XX biggest donors to the Obama Foundation"
[X Link](https://x.com/alojoh/status/1979736633957294545) [@alojoh](/creator/x/alojoh) 2025-10-19T02:29Z 50.4K followers, 3899 engagements
"@grok @BarackObama Ok so we dont know where most of the money is coming from"
[X Link](https://x.com/alojoh/status/1979737715521519708) [@alojoh](/creator/x/alojoh) 2025-10-19T02:33Z 50.4K followers, 1644 engagements
"@grok @BarackObama Is it possible that various NGOs which received generous funding from the government during Obamas presidency donated anonymously to Obamas foundation"
[X Link](https://x.com/alojoh/status/1979738668777779590) [@alojoh](/creator/x/alojoh) 2025-10-19T02:37Z 50.4K followers, 1042 engagements
"@grok @BarackObama Ok so in other words if such recycling as you called occurred its untraceable"
[X Link](https://x.com/alojoh/status/1979739150078329078) [@alojoh](/creator/x/alojoh) 2025-10-19T02:39Z 50.4K followers, XXX engagements
"@MFU007 Name specific examples and provide supporting evidence"
[X Link](https://x.com/alojoh/status/1979754308934717497) [@alojoh](/creator/x/alojoh) 2025-10-19T03:39Z 50.4K followers, XXX engagements
"@KobeissiLetter There is absolutely nothing BREAKING about this since this was the most telegraphed prediction of them all after the debt ceiling was lifted. When will you stop pushing every bit of data for engagement and provide genuine insight to your enormous following"
[X Link](https://x.com/alojoh/status/1979756996711878811) [@alojoh](/creator/x/alojoh) 2025-10-19T03:50Z 50.4K followers, 2300 engagements
"@Barchart Do you understand the difference between 1) Nominal and real 2) The relationship between GDP and Debt👇"
[X Link](https://x.com/alojoh/status/1979766893428060619) [@alojoh](/creator/x/alojoh) 2025-10-19T04:29Z 50.4K followers, 1624 engagements
"I wish all people could experience that at a certain level of money (fairly low level of money I may add) additional wealth makes ZERO difference. It becomes almost entirely like increasing a score in a computer game: it has no value except producing dopamine release. That's why "relative" rich people like billionaires keep chasing more wealth since more wealth is a measure of success and succeeding is rewarded with lots of dopamine. Much more important is the "change" in wealth rather absolute level of wealth (after a certain low threshold). The brain rewards progression and progression is"
[X Link](https://x.com/alojoh/status/1979780796505268709) [@alojoh](/creator/x/alojoh) 2025-10-19T05:24Z 50.4K followers, XXX engagements
"@Dr_Singularity No since abundance has nothing to do with what most people think of being rich"
[X Link](https://x.com/alojoh/status/1979794143158362130) [@alojoh](/creator/x/alojoh) 2025-10-19T06:18Z 50.4K followers, XXX engagements
"@elonmusk @WholeMarsBlog Any investor should ask himself: smart to invest in Waymo if it is run by a CEO who makes such smart remarks about Elon/Tesla We know how this ends"
[X Link](https://x.com/alojoh/status/1979804137819910458) [@alojoh](/creator/x/alojoh) 2025-10-19T06:57Z 50.4K followers, 3092 engagements
"@elonmusk SpaceX Starship v16"
[X Link](https://x.com/alojoh/status/1979804862427889937) [@alojoh](/creator/x/alojoh) 2025-10-19T07:00Z 50.4K followers, 8536 engagements
"News: NIO missed midpoint of Q3 2025 guidance range by XXX% and grows at less than half the rate of Xpeng and Leapmotor. Amongst peers (see attached) NIO reported the largest guidance miss and the slowest year-over-year growth rate (except Li Auto). Year-over-year growth: X. Xpeng: +149% X. Leapmotor: +102% X. NIO: +41% NIO's guidance miss is in line with NIO management's pattern of overpromising: in X out of the last XX quarters NIO management missed the midpoint of guidance. Note: NIO missed by more than competitors even though NIO's guidance was given only XX days before end of quarter"
[X Link](https://x.com/alojoh/status/1973299542947754270) [@alojoh](/creator/x/alojoh) 2025-10-01T08:10Z 50.4K followers, 21.1K engagements
"NIO stock holding up well"
[X Link](https://x.com/alojoh/status/1976709045185921495) [@alojoh](/creator/x/alojoh) 2025-10-10T17:58Z 50.4K followers, 9670 engagements
"Elon @elonmusk how quickly could you build a rare-earth element processing facility which could supply total U.S. and allies' demand if you received a carte blanche"
[X Link](https://x.com/alojoh/status/1976717589733642392) [@alojoh](/creator/x/alojoh) 2025-10-10T18:32Z 50.4K followers, 145.3K engagements
"Nice my account hit 15K real people followers"
[X Link](https://x.com/alojoh/status/1977772192621326395) [@alojoh](/creator/x/alojoh) 2025-10-13T16:23Z 50.4K followers, 19.1K engagements
"Who is buying cars in Germany Are consumers really buying these cars Not exactly. In Germany the vast majority of Volkswagen Audi BMW and even BYD vehicles arent being bought by actual people. % of New Cars Bought by Private Individuals: Mercedes-Benz: XX% BMW: XX% Volkswagen: XX% Audi: XX% BYD: XX% That means up to XX% of these new cars are sold to: Fleet buyers Leasing companies Rental agencies Corporate customers So who's really driving demand This isn't just trivia it's a red flag for investors"
[X Link](https://x.com/alojoh/status/1977825930467786756) [@alojoh](/creator/x/alojoh) 2025-10-13T19:57Z 50.4K followers, 32.6K engagements
"Ouch Audi sold XX Audi Q5 e-tron in September in China. Telsa sold 51173 Model Ys. @VWGroup @Tesla This means Tesla sells 1706 MYs for every Q5 sold. To add insult to injury the Q5 has a lower starting price. MY: CNY 263500-313500 Audi Q5: CNY 214000-345500"
[X Link](https://x.com/alojoh/status/1978012414470672716) [@alojoh](/creator/x/alojoh) 2025-10-14T08:18Z 50.4K followers, 30.7K engagements
"Something strange is happening in Germanys EV market. @VWGroup @MercedesBenz @BMWGroup Official data shows that XX% of all new EVs in 2025 (to August) were registered by car companies themselves. Thats nearly double the rate for non-EVs where just X% were self-registered. And this isnt just business as usual. Last year only X% of EVs were self-registered (so broadly comparable with non-EVs) This years XX% share marks a XX% increase in the self-registration rate. Meanwhile non-EVs stayed flat: X% this year vs X% last yeara marginal change. Heres what that looks like in raw numbers: 45776 EVs"
[X Link](https://x.com/alojoh/status/1978426262017151160) [@alojoh](/creator/x/alojoh) 2025-10-15T11:42Z 50.4K followers, 72.7K engagements
"@karpathy TV slowed humanitys progress. Its like a giant time sucking leech"
[X Link](https://x.com/alojoh/status/1978674368969343486) [@alojoh](/creator/x/alojoh) 2025-10-16T04:08Z 50.4K followers, 2907 engagements
"@AskPerplexity This ignores the fact that most human generated articles parrot each other and the issue you describe was the base case from the beginning. It also ignores how AI can generate novel data advanced AIs at least"
[X Link](https://x.com/alojoh/status/1978676334374072356) [@alojoh](/creator/x/alojoh) 2025-10-16T04:16Z 50.4K followers, 4701 engagements
"Wow Vinfast the Vietnamese EV maker has $XXX billion in NEGATIVE equity on its balance sheet. The only other automaker globally with negative equity is NIO. Vinfast lost $XXX million in the second quarter alone. Vinfast's negative equity is driven by ongoing massive negative free cash flow causing the company to accumulate over $XX billion in losses"
[X Link](https://x.com/alojoh/status/1978741901147640231) [@alojoh](/creator/x/alojoh) 2025-10-16T08:36Z 50.4K followers, 9347 engagements
"News: Another recall hit Ford just one day after the last but this time 10x bigger. Ford recalls over 600000 vehicles over seatbelt issues (over 330000 vehicles) and camera display issues (over 290000 vehicles). The seatbelt recall affects Ford Mustang vehicles while the camera issue affects F-250 F-350 and F-450 super duty trucks according to NHTSA notices. This makes it recall XX this year alone. Reminder that this is not normal. For example Tesla issued only X recalls this year one of which was over-the-air fixable. @Ford"
[X Link](https://x.com/alojoh/status/1979164814233460910) [@alojoh](/creator/x/alojoh) 2025-10-17T12:37Z 50.4K followers, 8694 engagements
"I think its obvious that the No Kings narrative is an organised campaign to delegitimise the current administration. Whether you like POTUS or not he clearly got the most votes even though the current opposition was in charge while the election was held. Hence the No Kings narrative is a direct attack on democracy and is a version of the The election was stolen slogan. I hope people wont fall for this"
[X Link](https://x.com/alojoh/status/1979734993086607848) [@alojoh](/creator/x/alojoh) 2025-10-19T02:22Z 50.4K followers, 11.9K engagements
"@RedwolfTesla Is Trump the first president using EOs Is DP feasibility in millions of case After answering these questions reassess your position"
[X Link](https://x.com/alojoh/status/1979754797004927262) [@alojoh](/creator/x/alojoh) 2025-10-19T03:41Z 50.4K followers, XXX engagements
"There is nothing BREAKING about this since it was widely telegraphed that debt would surge after the debt ceiling was lifted. The flat line you see was the period during which the Treasury Department hit the debt ceiling and kept debt level constant using whats called extraordinary measures (EM). Hence there is no news here and that is why yields arent reacting to it (yields in fact reduce recently even). The longer the period under EM the bigger the increase after another debt ceiling hike (like a rubber band that is stretched). Hence although the debt surge post ceiling rise looks alarming"
[X Link](https://x.com/alojoh/status/1979759920141508822) [@alojoh](/creator/x/alojoh) 2025-10-19T04:02Z 50.4K followers, 11.8K engagements
"Edison Future EF1-T"
[X Link](https://x.com/alojoh/status/1971819594731212893) [@alojoh](/creator/x/alojoh) 2025-09-27T06:10Z 50.4K followers, 5300 engagements
"News: Li Auto exceeded Q3 2025 guidance by 0.8%. Li Auto the Chinese automaker famous for making 'range extended electric vehicles' or EREVs reported a September XX% year-over-year sales decrease. September sales came in at 33951 vehicles implying a decrease of XX% compared to September of last year 53709. Q3 2025 decreased by XX% year-over-year to 93200 vehicles BUT did exceed guidance midpoint (92500) of guided range of 90000 to 95000 by 0.8%. Hence I have to give them credit: despite the unfavourable outlook that did not try to sugar coat. Li Auto is a good example of how quickly the"
[X Link](https://x.com/alojoh/status/1973276093407699420) [@alojoh](/creator/x/alojoh) 2025-10-01T06:37Z 50.4K followers, 8895 engagements
"Li Auto did provide accurate guidance. They guided for 90-95K vehicles implying Q3 reported figures exceeded the midpoint of guidance by 0.8%"
[X Link](https://x.com/alojoh/status/1973276095723217366) [@alojoh](/creator/x/alojoh) 2025-10-01T06:37Z 50.4K followers, 2993 engagements
"NIO guided on September X 2025 for Q3 deliveries of 87000 to 91000 units (midpoint 89000) implying a midpoint guidance miss of 2.2%. Key peers' midoint guidance beat (miss): X. Xpeng: XXX% beat X. Li Auto: XXX% beat X. Leapmotor: (0.66)% miss NIO: (2.2)% miss"
[X Link](https://x.com/alojoh/status/1973299546253041888) [@alojoh](/creator/x/alojoh) 2025-10-01T08:10Z 50.4K followers, XXX engagements
"4) NIO's volume growth came at the expense of launching lower cost vehicles. These lower cost vehicles drove a fast decrease in average selling prices ("ASPs"). As a result NIO's ASP decreased significantly faster than the ASPs of key peers"
[X Link](https://x.com/alojoh/status/1973670913683104250) [@alojoh](/creator/x/alojoh) 2025-10-02T08:46Z 50.4K followers, XXX engagements
"5) NIO also compares negatively relative to production cost: Li Auto: similar production cost but significantly higher ASP (see prior slide). Xpeng: significantly higher gross margin on both lower ASP and significantly lower production cost. Leapmotor: similar but even lower ASP and even lower production cost"
[X Link](https://x.com/alojoh/status/1973670916916756859) [@alojoh](/creator/x/alojoh) 2025-10-02T08:46Z 50.4K followers, XXX engagements
"What self-driving tech By their own admission they have nothing that comes close to what Tesla has. Some Chinese auto company CEOs even openly admitted to it. So if even Tesla's superior system isn't allowed to rollout out yet what are the chances Chinese companies' inferior systems get approved"
[X Link](https://x.com/alojoh/status/1975128808089927895) [@alojoh](/creator/x/alojoh) 2025-10-06T09:19Z 50.4K followers, 17.9K engagements
"Who is next Car company CEO's gone Henrik Fisker (Fisker/bankrupt) Peter Rawlinson (Lucid) Carlos Tavares (Stellantis) Herbert Diess (VW Group) Makoto Uchida (Nissan) Jim Rowan (Volvo) Luca de Meo (Renault)"
[X Link](https://x.com/alojoh/status/1975194746760122809) [@alojoh](/creator/x/alojoh) 2025-10-06T13:41Z 50.4K followers, 12.9K engagements
"@BarackObama Grok thinks Prop XX reduces election fairness"
[X Link](https://x.com/alojoh/status/1978158814235918401) [@alojoh](/creator/x/alojoh) 2025-10-14T17:59Z 50.4K followers, 82K engagements
"Gross profit decreased in Q2 2025 (16)% year-on-year to $XXX billion. Trailing 12-months gross profit decreased (4)% to $XXXX billion from $XXXX billion at the end of the previous quarter"
[X Link](https://x.com/alojoh/status/1978299452159832571) [@alojoh](/creator/x/alojoh) 2025-10-15T03:18Z 50.4K followers, XXX engagements
"Yes. A lot of these buyers just bought it to get free SM marketing out of it since they were business owners and Li Bin gave their businesses shout-outs. It was rather p* to watch. Imagine if Elon did a X min SM video with you if you bought a Model X If course EVERYONE would buy an X. of course bin li isn't elon but to a much smaller extent that pricinple applies"
[X Link](https://x.com/alojoh/status/1979245350910091570) [@alojoh](/creator/x/alojoh) 2025-10-17T17:57Z 50.4K followers, XXX engagements
"@elonmusk .@grok given Elons comment provide some examples what now creates a most viral post"
[X Link](https://x.com/alojoh/status/1979617133911843299) [@alojoh](/creator/x/alojoh) 2025-10-18T18:34Z 50.4K followers, 7409 engagements
"@grok @TheNavroopSingh Walk us through Li Chenggangs CV"
[X Link](https://x.com/alojoh/status/1980114894700585204) [@alojoh](/creator/x/alojoh) 2025-10-20T03:32Z 50.4K followers, 3837 engagements
"Unfortunately as I predicted the deal was never going to last. It cannot. Thre are too many deeply radicalized young men eager to fight and too many older men ready to lead them. Its a game of Whac-A-Mole: take out one leader and a thousand fighters and a new crop appears just as fast. Until the root systemthe "spawn box"is dismantled the cycle repeats. The only real solution is the one no one dares touch: yo have to elimnate ALL roots and seed no matter what age they have. Nobody will touch it. Don't shoot the messenger. I am just explaining this to make the point a deal that would start"
[X Link](https://x.com/alojoh/status/1980247691167723995) [@alojoh](/creator/x/alojoh) 2025-10-20T12:20Z 50.4K followers, 2833 engagements
"It's simple: AfD received completely one-sided media coverage. ALL mainstream media formed a coalition protecting the old guard. Media was exclusively focused on: 1) The worst elements of the AfD; 2) There was NO serious attempt to discuss the ideas or "Wahlprogramm" of the AfD. 3) Point 1) was exploited while ignoring the majority of the party which simply comprises conservatives who seek more common sense and and end to endless immigration shutting down of nuclear power plants (while neighbhors build them) end to other green and greenwashing policies while much larger nations keep"
[X Link](https://x.com/alojoh/status/1980497674286551151) [@alojoh](/creator/x/alojoh) 2025-10-21T04:53Z 50.4K followers, XXX engagements
"Another calm day in global automotive: "Nissan to close flagship plant Stellantis postpones Dodge Hornet production Volvo delays EX90 launch""
[X Link](https://x.com/alojoh/status/1945091049057079546) [@alojoh](/creator/x/alojoh) 2025-07-15T12:00Z 50.4K followers, 11.6K engagements
"Breaking: NIO accused of inflating revenue. @NIOGlobal Singapore's sovereign weath fund (GIC an absolute heavy weight in the financial world) has sued Nio in a US court accusing the Chinese EV maker and CEO/founder William Li and former CFO Feng Wei violating securities laws by inflating revenues. Dear Reader please like/share since every time my account reports negatively on Chinese companies their proxies attac* my account with blocks/mutes to limit distribution"
[X Link](https://x.com/alojoh/status/1978705844138107289) [@alojoh](/creator/x/alojoh) 2025-10-16T06:13Z 50.4K followers, 59.4K engagements
".@Asmongold a piece of friendly advice: it makes no sense for you to engage with him or similar accounts. Your account is XXX million. His is 27K. That's a 41-to-1. No matter what you do you lose on X key dimensions: 1) Payoff asymmetry: he gets a huge engagement boost and visibility boost. You'll get very little relatively speaking (unless you get much bigger acocunts than yours to jump in - but that's a gamble since it may or may not happen). 2) Streisand effect: You amplify the criticism by acknowledging it. 3) Signaling: You signal importance of the smaller account. 4) Bait dynamics: You"
[X Link](https://x.com/alojoh/status/1978745771907330388) [@alojoh](/creator/x/alojoh) 2025-10-16T08:52Z 50.4K followers, 22.4K engagements
"NIO's ET9 worldwide sales development since lauch and first deliveries. December 2024: Launch January: - February: - March: - April: XXX (first deliveries/peak month) May: XXX June: XXX July: XX August: XX September: XX Would you consider this a sales success"
[X Link](https://x.com/alojoh/status/1979198240554660054) [@alojoh](/creator/x/alojoh) 2025-10-17T14:50Z 50.4K followers, 9925 engagements
"In this thread I explain briefly why Hyundai turned into a zombie company. Hyundai was the most cash burning automaker globally in 2024 with a negative free cash flow of $XXXX billion. In the fourth quarter of 2024 alone Hyundai burned $XXX billion. To fill the capital hole Hyundai raised net $15B in capital in 2024 (financing cash flow)"
[X Link](https://x.com/alojoh/status/1914344117087129899) [@alojoh](/creator/x/alojoh) 2025-04-21T15:42Z 50.4K followers, 69.3K engagements
"In this new COMPUTEX 2025 keynote Nvidia's CEO makes an important argument for why humanoid robots are likely the only universal type of robot that will work: "the reason for that is because technology needs scale. Most of the robotic systems we've had so far are too low volume and those low volume systems will never achieve the technology scale to get the flywheel going far enough fast enough so that we are willing to dedictate enough technology into it to make it better""
[X Link](https://x.com/alojoh/status/1924338405535514753) [@alojoh](/creator/x/alojoh) 2025-05-19T05:36Z 50.4K followers, 19.7M engagements
"In this thread I want to give you an idea just how insane the current government spending is and how far we drifted away from any sustainable fiscal spending. This is all based on reported numbers and there are no assumptions/forecasts. In the current fiscal year the government already spent $4159 billion. This is for the first X months and the fiscal year ends in September. The latest available data is as of April. The already accrued deficit amounts to over $X trillion: $1049 billion. You can see in the chart how net interest expense has become the #2 largest spending category at $579"
[X Link](https://x.com/alojoh/status/1931046246497591316) [@alojoh](/creator/x/alojoh) 2025-06-06T17:51Z 50.4K followers, 22.9M engagements
"Hi polyglot speaking here: best way to study any language is A) 'situational' learning. The way I would explain it is that the brain connects vocabulary with situations. For example if you always study words at your desk your brain connects the words with that situation (at your desk in your room calm environmet - highly artifical situation relative to language) and hence won't be able to retrieve them in the real world situation at least not fast enough. Learn words in applicable situation. When you mix up words use nmemonics. B) Second always learn new words in set phrases and ideally in"
[X Link](https://x.com/alojoh/status/1962414007240786282) [@alojoh](/creator/x/alojoh) 2025-09-01T07:15Z 50.4K followers, 3.1M engagements
"In March 2016 Elon unveiled the Tesla Model X promising an affordable electric vehicle starting at $35000. @Tesla When adjusted for inflation that original target equates to approximately $47617 in today's dollars. Yet Tesla has significantly overdelivered on this promise: the new Standard Model X launched yesterday at a starting price of $36990 (unsubsidized) comes in XX% below that inflation-adjusted figure. @larsmoravy Put another way in 2016 dollars this latest Model X would only cost about $27189"
[X Link](https://x.com/alojoh/status/1975828734239182890) [@alojoh](/creator/x/alojoh) 2025-10-08T07:40Z 50.4K followers, 14.6M engagements
"News: Wall Street increases Tesla Q3 2025 earnings estimates by 8%. Consensus increased since deliveries from $XXXX to $XXXX currently. That's an increase of 8%"
[X Link](https://x.com/alojoh/status/1977442772085817431) [@alojoh](/creator/x/alojoh) 2025-10-12T18:34Z 50.4K followers, 19.9K engagements
".@UnitreeRobotics Could we please see an example of it doing some work with hands I am not sure how backflips help us create a world of abundance. I'd much prefer watching it do on voice command rather mundane things like cutting a cucumber and making a salad"
[X Link](https://x.com/alojoh/status/1978163050449399857) [@alojoh](/creator/x/alojoh) 2025-10-14T18:16Z 50.4K followers, 18.7K engagements
"Making a point that everyone can agree on is known as the "appeal to common ground" or the "common ground technique." Skilled speakerslike Obama who is also a trained lawyerfrequently use this approach to disarm opposition and reduce defensiveness in their audience. Its a rhetorical strategy designed to establish credibility trust and goodwill before introducing more divisive or controversial ideas. This technique typically precedes the speaker's main point especially when that point may be contentious. By first anchoring the conversation in shared values or beliefs the speaker creates a safe"
[X Link](https://x.com/alojoh/status/1978528492552913000) [@alojoh](/creator/x/alojoh) 2025-10-15T18:28Z 50.4K followers, 29K engagements
"This is the chart MSM doesn't want you to see in their "Tesla is crushed by BYD" narrative. The truth is. Tesla crushes it in China BYD's home market with just TWO models: Model Y raking in $2B+ alone more than any single BYD EV. But BYD's 30-model swarm adds up to $3.1B total revenue11.8% ahead of Tesla's $2.8B. Depth vs. breadth in the EV wars. Who's strategy wins long-term Tesla is cash flow positive. BYD is not. @Tesla @BYDCompany"
[X Link](https://x.com/alojoh/status/1978780751962226730) [@alojoh](/creator/x/alojoh) 2025-10-16T11:11Z 50.4K followers, 53.3K engagements
"@GavinNewsom @realDonaldTrump .@grok how have house prices developed in California during Gavin Newsoms governorship"
[X Link](https://x.com/alojoh/status/1979011617250562338) [@alojoh](/creator/x/alojoh) 2025-10-17T02:28Z 50.4K followers, 7517 engagements
"AfD is now Germany's largest party"
[X Link](https://x.com/alojoh/status/1979628646429319622) [@alojoh](/creator/x/alojoh) 2025-10-18T19:20Z 50.4K followers, 1.3M engagements
""Trump's makes automakers eligible for a credit equal to XXXX% of the suggested retail price for U.S. assembled vehicles through 2030 to offset import tariffs on parts." My preliminary estimate (have to do more work) is that this could provide Tesla with a 50bps gross margin benefit"
[X Link](https://x.com/alojoh/status/1979785320045383719) [@alojoh](/creator/x/alojoh) 2025-10-19T05:42Z 50.4K followers, 28.7K engagements
"This is from a two years old McKinsey report. How accurate was McKinsey historically"
[X Link](https://x.com/alojoh/status/1979809745989996920) [@alojoh](/creator/x/alojoh) 2025-10-19T07:20Z 50.4K followers, 15K engagements
"Since founding in 1994 Amazon has returned $7.8B to shareholders. Today it's valued at $2.27T. In just the last X years TSMC has returned $55B to shareholdersover 7x more. Its current valuation $1.53T. Capital allocation strategies matter. #investing #TSMC #Amazon #stockmarket @amazon"
[X Link](https://x.com/alojoh/status/1980158247781761508) [@alojoh](/creator/x/alojoh) 2025-10-20T06:24Z 50.4K followers, 9979 engagements
"VW Group's Oliver Blume gets a pay cut of 1M while the companies he was paid to lead lost XX% and XX% in market value during his tenure. Is this fair Blume until recently held famously the CEO role of both entities: VW Goup and VW Group's subsidiary Porsche. Blume became CEO of both on September X 2022. Since then VW Group's and Porsche's share price decreased by XX% and XX% respectively: VW Group share price: -XX% September X 2022: XXXXXX Last Friday's close: XXXXX Porsche's share price: -XX% Since IPO September XX 2022: XXXXX Last Friday's close: XXXXX In contrast for this 'performance'"
[X Link](https://x.com/alojoh/status/1980174009221149067) [@alojoh](/creator/x/alojoh) 2025-10-20T07:27Z 50.4K followers, 12.1K engagements
"Guys it really isnt all that complicated and we dont have to solicit the views of dudes dead for over a century: democracy should reflect the will of the people. Period. End. Full stop. The will of the people is what gets the most support from people. So everything that distorts slows down or prevents the will of the people should be removed in a democracy. Is there a law the majority wants Implement. Eg voter ID most people want. Is there a law that the majority doesnt like Remove it. Eg decriminalising theft as California did not long ago but was forced to undo due to the will of the people"
[X Link](https://x.com/alojoh/status/1980242766010483031) [@alojoh](/creator/x/alojoh) 2025-10-20T12:00Z 50.4K followers, 3552 engagements
"According to Grok the profession of "Professional Protester" generates a decent income. Full-time activists for an NGO can make $40-80K yearly. Not bad given you need no qualification and all you do is standing around and shouting"
[X Link](https://x.com/alojoh/status/1980595871038177487) [@alojoh](/creator/x/alojoh) 2025-10-21T11:23Z 50.4K followers, 8933 engagements
"@grok @janrosenow @timforeuk How does this compare to electricity price increases in China India and the United States"
[X Link](https://x.com/alojoh/status/1980602759985365050) [@alojoh](/creator/x/alojoh) 2025-10-21T11:51Z 50.4K followers, XXX engagements
"News: General Motors' net income decreased XX% year-over-year to $1327 million. After the first nine months 2025 is down XX% compared to the same period in 2024. Despite the drop in net income GM's share price is rallying on the prospect of lower EV losses in 2026"
[X Link](https://x.com/alojoh/status/1980608859719827843) [@alojoh](/creator/x/alojoh) 2025-10-21T12:15Z 50.4K followers, 5266 engagements
"GM soars almost 14%. Market is betting on GM shedding most of its EV business which was deeply loss-making boosting 2026 results. Meanwhile Tesla is about to disrupt the NA car market with a "nap" feature"
[X Link](https://x.com/alojoh/status/1980637154448666668) [@alojoh](/creator/x/alojoh) 2025-10-21T14:07Z 50.4K followers, 34.5K engagements
"I asked Grok what qualified Sean Duffy to run NASA "Duffy lacks a traditional scientific engineering or aerospace background but his qualifications stem primarily from his extensive political legal and governmental leadership experience which sources indicate were prioritized for aligning with and executing the president's space policy vision." "Duffy's appointment appears driven by his political alignment with Trump ability to implement executive priorities (e.g. accelerating lunar missions and challenging contracts like SpaceX's Artemis role) and experience managing large federal"
[X Link](https://x.com/alojoh/status/1980665374900138223) [@alojoh](/creator/x/alojoh) 2025-10-21T15:59Z 50.4K followers, 5750 engagements
"@GavinNewsom .@grok do a full speech analysis of Gavins post and list all rhetorical devices used"
[X Link](https://x.com/alojoh/status/1980686516985692213) [@alojoh](/creator/x/alojoh) 2025-10-21T17:23Z 50.4K followers, XXX engagements
"Uber: Tick tock tick tock 📉"
[X Link](https://x.com/alojoh/status/1980690562933026972) [@alojoh](/creator/x/alojoh) 2025-10-21T17:40Z 50.4K followers, 56.4K engagements
"@CAgovernor .@grok what is Gavins track record of defending the constitution Did his actions as governor strengthen or weaken fair elections in California"
[X Link](https://x.com/alojoh/status/1980842863559835675) [@alojoh](/creator/x/alojoh) 2025-10-22T03:45Z 50.4K followers, XXX engagements
"@thorstenbenner .@grok is the shutdown entirely due to chip shortages or has VW seen signs of weakening demand What is more likely a production stop purely due to chip shortages or rather a combination of chip shortages and demand weakness"
[X Link](https://x.com/alojoh/status/1980843396341301396) [@alojoh](/creator/x/alojoh) 2025-10-22T03:47Z 50.4K followers, 1816 engagements
"@GavinNewsom .@grok is it normal to see some demolition of existing structures when there is a new extension of a building"
[X Link](https://x.com/alojoh/status/1980848008645534012) [@alojoh](/creator/x/alojoh) 2025-10-22T04:05Z 50.4K followers, 24.3K engagements
"Wow Grok calls Gavin Newsom an Opportunistic partisan demagogue. Accurate"
[X Link](https://x.com/alojoh/status/1980849405403300054) [@alojoh](/creator/x/alojoh) 2025-10-22T04:11Z 50.4K followers, 6535 engagements
"News: Tesla outsells Mercedes Benz Group for the first time Mercedes reported 441500 car sales in the third quarter. Tesla reported 497099 sales. This implies Tesla sold 55599 vehicles more than Mercedes. Tesla sold XXXX% more vehicles. In the third quarter Mercedes' car sales decreased by XXXX% year-over-year while Tesla's car sales increased by XXX% year-over-year. @MercedesBenz @Tesla @elonmusk Congrats Tesla/Elon Mercedes made its first car in 1901. Tesla did in 2004"
[X Link](https://x.com/alojoh/status/1975630670945783919) [@alojoh](/creator/x/alojoh) 2025-10-07T18:33Z 50.4K followers, 1.3M engagements
"@Asmongold @nyaraVT Asmongold 24k likes vs 5.9k likes. The majority has spoken and declared Asmongold as the winner over the vocal minority. Please note: a reply is disadvantaged vs a main post in terms of likes hence AG wins by over X to 1"
[X Link](https://x.com/alojoh/status/1978725276579229705) [@alojoh](/creator/x/alojoh) 2025-10-16T07:30Z 50.4K followers, 42.7K engagements
"🎯In case it's not XXX% clear what Elon means: Some states have more non-citizens and since the census counts everyone not just citizens those states get more seats in Congress. But there are only so many seats to go around so other states lose seats. Elon is saying that the states losing seats are often Republican so it puts them at a disadvantage. Hence "negative number". In other words: it's "seats theft" from Republicans"
[X Link](https://x.com/alojoh/status/1979509889262129344) [@alojoh](/creator/x/alojoh) 2025-10-18T11:28Z 50.4K followers, 69.4K engagements
"Why If you find the true answer you learned a valuable lesson. Write it down. Next time you want to make an exotic investment review what you found and ask yourself: do I want to buy for the same reason Common answers likely include My friends were buying Saw a YT/TikTok video about it"
[X Link](https://x.com/alojoh/status/1979728200277135601) [@alojoh](/creator/x/alojoh) 2025-10-19T01:55Z 50.4K followers, 15.8K engagements
"@grok @chamath Would you recommend investors listen to Chamath based on his SPAC performance track record"
[X Link](https://x.com/alojoh/status/1980573010005467557) [@alojoh](/creator/x/alojoh) 2025-10-21T09:52Z 50.4K followers, 1239 engagements
"@Jhawkins_nz @ethanmckanna Uber has no loyalty People use Uber bc its cheap Once someone cheaper shows up customers move on"
[X Link](https://x.com/alojoh/status/1980914284478791974) [@alojoh](/creator/x/alojoh) 2025-10-22T08:29Z 50.4K followers, XX engagements
"News: Warren Buffett sold his remaining BYD shares. @BYDCompany What happened X. Despite selling over X million vehicles annually BYD is still cash flow negative as my research shared on X showed and forced the company to raise a record $XXX billion in equity capital in March. X. Historically reported positive free cash flow was achieved via hidden supplier financing: BYD kept increasing supplier payment terms (ie did not pay suppliers and avoided cash outflows) from XXX days (Q2'20) to XXX days (Q2'25). X. I estimate the capital gap amounts to approximately $XX billion (required amount to"
[X Link](https://x.com/alojoh/status/1970019585198850414) [@alojoh](/creator/x/alojoh) 2025-09-22T06:57Z 50.4K followers, 237.3K engagements
"This is a deep dive into Uber @Uber which considers the potential effects of Tesla's autonomy. I will also discuss why Uber's "gross bookings" metric is silly and why they use it. It's a clever workaround. The video starts slow to get everyone on the same page. Timestamps 0:00:00 Intro and revenue by segment 0:10:22 Revenue by geography 0:16:22 Gross bookings 0:28:57 Gross profit operating profit operating expenses and adjusted earnings 0:44:26 Adjusted EBITDA and cash flow 0:52:32 Forecast: revenue to EPS 1:10:05 Consensus EPS 1:18:22 Valuation multiples price target share price corridor and"
[X Link](https://x.com/alojoh/status/1977061864698782132) [@alojoh](/creator/x/alojoh) 2025-10-11T17:20Z 50.4K followers, 14.7K engagements
"@SpaceX @Starlink I wonder when youll openly admit to compete with telcos"
[X Link](https://x.com/alojoh/status/1977938340084060256) [@alojoh](/creator/x/alojoh) 2025-10-14T03:23Z 50.4K followers, 35.5K engagements
"BYD eating Tesla's lunch Fact 1: BYD flatlined Fact 2: Profitability is ultra low Fact 3: BYD gets massive state support (subsidies not related to emissions targets) Fact 4: BYD is cash flow negative Fact 5: BYD is cash flow negative despite not paying suppliers (very high DPO)"
[X Link](https://x.com/alojoh/status/1977950228163469709) [@alojoh](/creator/x/alojoh) 2025-10-14T04:10Z 50.4K followers, 5374 engagements
"This is a deep dive into Amazon @amazon shared with investors around the time when @BillAckman bought 5.8M more shares. At time of posting Amazon traded at $XXX WS analysts' consensus price target was $XXX and everyone had a buy or strong buy rating. Amazon currently trades at $XXX or X% down since my post. This is a hardcore deep dive for serious investors. It's X hr XX minutes long"
[X Link](https://x.com/alojoh/status/1978130457951653927) [@alojoh](/creator/x/alojoh) 2025-10-14T16:07Z 50.4K followers, 103.2K engagements
"Mercedes launched in September pre-sale of the new CLA EV but search interest suggests it will flop: currently it ranks only number XXX most searched vehicle. This is a graveyard ranking. @MercedesBenz Mercedes-Benz's all-new all-electric CLA was developed for the Chinese market with long-wheelbase. The electric sedan will be available in two variants: the all-electric CLA XXX L Ultra-Long Range Edition priced at 259000 yuan (36000 USD) and the all-electric CLA XXX L Ultra-Long Range Intelligent Edition with a pre-sale price of 299000 yuan (41600 USD)"
[X Link](https://x.com/alojoh/status/1978154075578421366) [@alojoh](/creator/x/alojoh) 2025-10-14T17:40Z 50.4K followers, 12.3K engagements
"News: BYD forced to recall over 100000 vehicles due to faulty motor controller and incorrectly installed battery seals. The recall concerns the Tang series and Yuan Pro vehicles both electric and hybrid version produced between 2015 and 2022. More specifically around 44500 units of the Tang series will be recalled because of a faulty drive motor controller. In some cases this can lead to circuit board corrosion and cause the car to lose electric power according to Chinas State Administration for Market Regulation. Around 71200 Yuan Pro cars will also be recalled due to incorrectly installed"
[X Link](https://x.com/alojoh/status/1979162124682138012) [@alojoh](/creator/x/alojoh) 2025-10-17T12:26Z 50.4K followers, 12.6K engagements
"ISS has always tried to rock the Tesla boat and here is why anything other than a "FOR" vote makes no sense. In 2018: ISS was against Elon's comp package. In 2022: ISS was against re-election of board certain members. In 2023: ISS was against Chair reelection In 2024: ISS was against ratification of Elon's comp. Now in 2025: ISS is against Elon's new comp package. Since ISS issued their first 'against' in March 2018 TSLA is up 1982%. I think TSLA investors did quite well ignoring ISS. All an 'against' vote would cause is a selloff in TSLA since TSLA is obviously driven by investors' beliefs"
[X Link](https://x.com/alojoh/status/1979418307166924887) [@alojoh](/creator/x/alojoh) 2025-10-18T05:24Z 50.4K followers, 79.2K engagements
"If you want to do some investment research this weekend these are some of my latest research posts. X. Trade war selloff analysis: key lessons for investors with regard to the current US/China trade tensions: X. How TSLA trends around deliveries/earnings and management commentary impact. X. Potential short term trading opportunity X. Should you get out of the market X. Nvidia stock trading pattern analysis around keynotes (next key note October XX 2025)"
[X Link](https://x.com/alojoh/status/1979489094636880026) [@alojoh](/creator/x/alojoh) 2025-10-18T10:05Z 50.4K followers, 7995 engagements
"News: NIO's CEO warns of "potential industry-wide demand weakness" in the first quarter of next year. Here is why: 1) Chinese market experiences every year in Q1 a major sequential decrease due to the combined effects of winter and Lunar New Year holidays. 2) However in Q1 2026 the second effect which will weigh on car sales is a tax change which causes currently a demand pullforward. For this reason a major sequential market decrease in Q1 is highly likely. This is also why current sales rate are likely somewhat inflated since Chinese consumers will be rushing to secure the tax benefit in Q4"
[X Link](https://x.com/alojoh/status/1980284521938313361) [@alojoh](/creator/x/alojoh) 2025-10-20T14:46Z 50.4K followers, 10.7K engagements
"News: Tesla is hiring for Cybercab mass production. About X months before the Cybertruck launch event Tesla did the same for Cybertruck. Based on this precedent Cybercab mass production could kick off in Q2 2026. However just like with Cybertruck several months prior we should see a lot of road testing of Cybercab. 🔥"
[X Link](https://x.com/alojoh/status/1980287567250502034) [@alojoh](/creator/x/alojoh) 2025-10-20T14:58Z 50.4K followers, 32.4K engagements
"Thats the reason why its impossible to defeat bots. Only if one shatters the economics of bots one can win. A tiny monthly fee can do the trick"
[X Link](https://x.com/alojoh/status/1980290179257835755) [@alojoh](/creator/x/alojoh) 2025-10-20T15:09Z 50.4K followers, 10.1K engagements
"This Tesla FSD community tracker shows for the first time XXX% drives with no critical disengagement in ALL conditions v14 is off to a great start. Obviously we need more data but it's good to see. I think at this point it has become entirely pointless to watch FSD videos since the software has become so good that watching FSD videos won't provide a sense of the car's capabilities anymore. Some testers reported consistently "zero disengagement drivers" since v12 somehow. 🤔 Source: teslafsdtracker"
[X Link](https://x.com/alojoh/status/1980297405837803776) [@alojoh](/creator/x/alojoh) 2025-10-20T15:37Z 50.4K followers, 43K engagements
"News: NIO offers X% leasing rates in Germany for the brand new ES8 (which is sold as EL8 in Germany). This measure is used in the auto industry when demand is weak since it is very costly"
[X Link](https://x.com/alojoh/status/1980482947754184899) [@alojoh](/creator/x/alojoh) 2025-10-21T03:55Z 50.4K followers, 4847 engagements
"NIO's sales in Germany have been exceptionally low even though NIO's vehicle range on offer comprises X different models. Despite the significant line up NIO sold only a total of XX vehicles in September. A comparison with a comparable Chinese automaker Xpeng shows that other Chinese players do much better in the German market. This forced NIO management to take action and the X% leasing rate even though very costly is a reflection of the precarious situation: NIO needs sales no matter the cost to keep the growth story alive"
[X Link](https://x.com/alojoh/status/1980482950870254010) [@alojoh](/creator/x/alojoh) 2025-10-21T03:55Z 50.4K followers, 3489 engagements
"This is a financial deep dive into TSMC the worlds leading chipmaker and primary supplier to Nvidia"
[X Link](https://x.com/alojoh/status/1980565896461709569) [@alojoh](/creator/x/alojoh) 2025-10-21T09:24Z 50.4K followers, 7273 engagements
"Chamath created the best performing SPACsoh wait 😬 .@grok how have Chamaths SPAC deals performed for investors who bought from him relative to the performance of the S&P500 Specifically have most underperformed or outperformed the S&P500 Based on your results should investors trust Chamath advise or seek other investments"
[X Link](https://x.com/alojoh/status/1980572389718032397) [@alojoh](/creator/x/alojoh) 2025-10-21T09:50Z 50.4K followers, 12K engagements
"@tomlbutler @chamath @grok .@grok how did Chamath build most of his wealth Would it be fair to say that a big part was driven by him being lucky and becoming an early employee of Meta which became one of the faster growing companies in the history of humanity"
[X Link](https://x.com/alojoh/status/1980576495652466894) [@alojoh](/creator/x/alojoh) 2025-10-21T10:06Z 50.4K followers, 1953 engagements
"@tomlbutler @chamath @grok Now subtract what was generated via overhyping SPACs (aka theft) Now adjust for outlier Facebook returns What is left I guess a fairly average investor Where am I wrong"
[X Link](https://x.com/alojoh/status/1980577947162714165) [@alojoh](/creator/x/alojoh) 2025-10-21T10:12Z 50.4K followers, XXX engagements
"Japan's complaint about Vietnam is disgusting 😡 Vietnam tries to tackle the enormous pollution problem which comes from highly polluting motorbikes. Japan is worried it could hurt Honda which dominates motorbike sales in Vietnam. Japan shows absolutely ZERO concern for the health of Vietnamese citizens. Honda by selling millions of motorbikes with small engines which obviously have no catalytic converter (CC) is arguable the largest polluter globally in individual transportation. A motorbike without CC can generate over 5-10x more pollutants than a X ton car with CC. Honda forecasts to sell"
[X Link](https://x.com/alojoh/status/1980584481288298932) [@alojoh](/creator/x/alojoh) 2025-10-21T10:38Z 50.4K followers, 17.5K engagements
"News: Rivian stock downgraded to sell price target lowered from $XX to $XX by Mizuho. The same so called "Top" analyst raised his PT just last month from $XX to $XX. 🤡 (when he increased his PT to chase the share price to game his tipranks ranking) Rivian currently at $13.08"
[X Link](https://x.com/alojoh/status/1980591992393306490) [@alojoh](/creator/x/alojoh) 2025-10-21T11:08Z 50.4K followers, 7329 engagements
"@janrosenow @timforeuk .@grok how much have average electricity prices increased in the EU since the year 2000"
[X Link](https://x.com/alojoh/status/1980601649954422942) [@alojoh](/creator/x/alojoh) 2025-10-21T11:46Z 50.4K followers, 1630 engagements
""My wife used to work in the suppl chain of honda indonesia and is still not believing me that they are bound to go bankrupt.cause "they got the biggest market in south east asia". Just show your wife this chart: Volume is a * metric. Cash flow is literally where the money is. *bmud"
[X Link](https://x.com/alojoh/status/1980610672539967746) [@alojoh](/creator/x/alojoh) 2025-10-21T12:22Z 50.4K followers, 12.1K engagements
""Volkswagen is preparing to suspend production of major models including the Golf at its Wolfsburg plant due to shortages in semiconductor supplies Bild reported on Tuesday citing sources in the supplier industry." Seriously Chip supply issues in October 2025 I thought we left that problem behind for the last X years"
[X Link](https://x.com/alojoh/status/1980631345165480284) [@alojoh](/creator/x/alojoh) 2025-10-21T13:44Z 50.4K followers, 17.2K engagements
"GM kills BrightDrop electric vans"
[X Link](https://x.com/alojoh/status/1980637433218957398) [@alojoh](/creator/x/alojoh) 2025-10-21T14:08Z 50.4K followers, 4794 engagements
"GM keeps rallying further. Stock up nearly XX% and marks one of GM's best trading days in a decade. Investors rush into the stock on the following bet: 1) GM largely abandons EVs resulting in billions saved. 2) Elimination of credits saves GM billions in fines. 3) Higher share of higher margin vehicles: more $$$. 4) Tariffs shield large US market from new competition. Needless to say that this will likely become the near-term Wall Street narrative. The net effect is that analysts will be raising their GM PTs and EPS estimates. I expect a period of approximately quarters (more research on this"
[X Link](https://x.com/alojoh/status/1980663796034130047) [@alojoh](/creator/x/alojoh) 2025-10-21T15:53Z 50.4K followers, 11.2K engagements
"My view on what is really going on with Sean Duffy @SeanDuffyWI . I think Sean Duffy's Fox news appearance (Trump's favourite show) was not a coincident. Duffy likely 'placed' this interview to mark his claim to become the permanent NASA administrator. The timing would be perfect. His messaging was likely crafted to win maximum brownie points from the big boss in order to beat Jared Isaacman @rookisaacman who is also in the running for NASA administrator. Folks all the rest makes no sense. I don't think Sean gives two * about NASA. If you read up about his career and progress you can see he"
[X Link](https://x.com/alojoh/status/1980684894482141204) [@alojoh](/creator/x/alojoh) 2025-10-21T17:17Z 50.4K followers, 10.9K engagements
"@robotaxi @jermitron Uber will be decimated once Cybercab rolls out"
[X Link](https://x.com/alojoh/status/1980689636742877553) [@alojoh](/creator/x/alojoh) 2025-10-21T17:36Z 50.4K followers, 5240 engagements
"Bond yields keep dropping. This means lower borrowing cost for the government"
[X Link](https://x.com/alojoh/status/1980694501590200356) [@alojoh](/creator/x/alojoh) 2025-10-21T17:55Z 50.4K followers, 5612 engagements
"@grok @GavinNewsom Why is Gavins post then criticising the demolition efforts"
[X Link](https://x.com/alojoh/status/1980848437047488638) [@alojoh](/creator/x/alojoh) 2025-10-22T04:07Z 50.4K followers, 3741 engagements
""VW says production pauses planned denies chip crunch as reason""
[X Link](https://x.com/alojoh/status/1980868566782968277) [@alojoh](/creator/x/alojoh) 2025-10-22T05:27Z 50.4K followers, 5077 engagements
""Volkswagen said on Tuesday it was preparing to pause production of two key models but denied any connection with a stand-off over chipmaker Nexperia putting pressure on supply chains. Pauses in production of the Golf and Tiguan models this week have been "long planned" to deal with inventory matters coinciding with the autumn holidays a spokesperson told Reuters." "inventory matters" = excess supply Just as I had predicted folks"
[X Link](https://x.com/alojoh/status/1980869066798575836) [@alojoh](/creator/x/alojoh) 2025-10-22T05:29Z 50.4K followers, 4904 engagements
"@steveharvey2001 @colorfullllove Why only VW Why arent others"
[X Link](https://x.com/alojoh/status/1980878312286413091) [@alojoh](/creator/x/alojoh) 2025-10-22T06:06Z 50.4K followers, XX engagements
"Hi Elon @elonmusk during tonight's earnings call a lot of people depend on you. Please avoid talking about the next two quarters. If analysts try and force you to talk about them DON'T. You talked about it last time so there is no need to repeat it. Seasonal and other effects are well understood. Keep them focused on H2 of 2026. If absolutely unavoidable just say something like "there may be challenges but we are expecting a significant earnings uptick once we start rolling out in large numbers our AI products" or something along these lines. I know it's semantics but semantics do matter."
[X Link](https://x.com/alojoh/status/1980904540166615375) [@alojoh](/creator/x/alojoh) 2025-10-22T07:50Z 50.4K followers, 23.7K engagements
"Wow Swedens leniency for rape goes back to anonymous judges Sweden hands out very small punishment if the rape was short"
[X Link](https://x.com/alojoh/status/1980942736476750021) [@alojoh](/creator/x/alojoh) 2025-10-22T10:22Z 50.4K followers, 5046 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@alojoh AJ
Tesla has achieved significant success, including outselling Mercedes Benz and BMW in China, with over XXXXXXX vehicles sold in Q3 2025. The company has also made advancements in its Full Self-Driving (FSD) technology, including the ability to understand human stop signs and reverse out of tricky situations. Additionally, Tesla has launched new models, including the Model X and Model Y, with competitive pricing.
Engagements: XXXXXXX #
- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX +424%
- X Months XXXXXXXXXX +13%
- X Year XXXXXXXXXXX +162%
Mentions: XXX #
- X Week XXX +10%
- X Month XXX +117%
- X Months XXXXX -XX%
- X Year XXXXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +1.30%
- X Month XXXXXX +5.80%
- X Months XXXXXX +36%
- X Year XXXXXX +91%
CreatorRank: XXXXXX #
Social Influence #
Social category influence automotive brands #1107 stocks #1964 finance #3073 countries XXXX% technology brands XXXX% celebrities #6794 formula 1 #4425 currencies XXXX% social networks XXXX% travel destinations XXXX%
Social topic influence tesla #104, nio #219, china 2.87%, elon musk #217, byd #231, general motors #49, mercedesbenz #347, cash flow #23, $uber #35, deep dive #264
Top accounts mentioned or mentioned by @grok @elonmusk @tesla @gavinnewsom @nioswitzerland @gm @barackobama @mercedesbenz @teslaxsweden @tomlbutler @webmasterdave @chamath @ford @hematophagian @realdonaldtrump @vohen_ @argueswithyou @blood_angel_133 @realjimchanos @louiswei8
Top assets mentioned Tesla, Inc. (TSLA) General Motors Company (GM) Uber Technologies, Inc. (UBER) Deutsche Bank Aktiengesellschaft (DB)
Top Social Posts #
Top posts by engagements in the last XX hours
"You have to decide for yourself but I can tell you what I told my mom recently: I am not a great fan of the AfD and find their leadership at best mediocre but I rather take my chances with them than risk more years under completely misguided parties which appear unable to move on from failed policies of the past. They (AfD) cant be much worse than them (parties in power right now)"
X Link @alojoh 2025-10-20T04:42Z 50.4K followers, 21.8K engagements
"Wow Grok is going hard on Chamath linking much of his wealth to being a lucky early Facebook employee"
X Link @alojoh 2025-10-21T10:10Z 50.4K followers, 18.7K engagements
"News: Cantor Fitzgerald Howard Lutnick's firm just raised Nvidia price target from $XXX to $300"
X Link @alojoh 2025-10-09T13:26Z 50.4K followers, 5698 engagements
"@modernhistory 1) Highly processed foods 2) Social Media dopamine addiction 3) The rise of binge watching 4) Widespread use of antidepressants 5) Indoctrination Happened"
X Link @alojoh 2025-10-14T15:34Z 50.4K followers, 19.9K engagements
"Xiaomi (MCap $XXX billion) got a rough month: stock is down 21%. @Xiaomi Q3 results one month out"
X Link @alojoh 2025-10-17T12:44Z 50.4K followers, 5032 engagements
"Market's recover after Trump says "I think well be fine with China and no XXX% tariff"
X Link @alojoh 2025-10-17T13:19Z 50.4K followers, 6017 engagements
"Reposting this since several investors reached out this week asking the same question: "what is your view on Tesla investing in xAi""
X Link @alojoh 2025-10-18T05:46Z 50.4K followers, 9391 engagements
"Egg prices dropped to long term low Chain of events 1) avian flu outbreak caused culling of millions of hens. 2) Limited supply was the result. 3) Raising of new chickens takes time 4) New hens reaching peak production takes even longer (or eggs of sufficient quality). Hence this drop in egg prices was highly predictable and had absolutely nothing to do with monetary policy. It was simply a supply shock"
X Link @alojoh 2025-10-19T02:15Z 50.4K followers, 8152 engagements
"This is not how rich works since rich to most people is relative: Do I have more than or a similar amount as insert name of group you aspire to join or be part of. Evidence for this claim comes from the fact that middle class today can afford much improved services and goods than rich people XXX years ago. For example: except for super rich travelling to a different continent was prohibitively expensive even for many wealthy people due to opportunity cost (it took months to reach certain continents) and cost of travel. With no amount of money a rich person could afford the same level of"
X Link @alojoh 2025-10-19T05:13Z 50.4K followers, 7483 engagements
"@elonmusk @grok @grok why no answer"
X Link @alojoh 2025-10-19T07:13Z 50.4K followers, 5559 engagements
"Just bought a few more to do my bit for the magical $420.69"
X Link @alojoh 2024-12-11T19:25Z 50.4K followers, 46.4K engagements
"BREAKING: Lucid is up XX% on announced Uber partnership "Lucid Nuro and Uber Partner on Next-Generation Autonomous Robotaxi Program""
X Link @alojoh 2025-07-17T13:18Z 50.4K followers, 25.3K engagements
"The share price of this company soared XXX% over the last XX months. This is a financial deep dive into Xiaomi. Is this China's next "Apple" (ticker: @Xiaomi @leijun"
X Link @alojoh 2025-08-23T12:25Z 50.4K followers, 3158 engagements
"News: Chinese automaker Changan plans IPO of its EV brand Avatr Avatrs submission of its Hong Kong IPO application is expected as early as October and targets a listing by Q2 2026. Recent Chinese automakers capital raises include: BYD $XXX billion in March 2025 NIO $XXX billion in September 2025 Chery $XXX billion (IPO in two days) Makes one wonder what is driving this rush to raise equity 🤔"
X Link @alojoh 2025-09-23T02:00Z 50.4K followers, 7489 engagements
"Should you vote FOR Tesla's xAI investment @Tesla @xai My view is you should vote "FOR" and here is why: X. Sure at this stage the xAI investment comes at a huge valuation and therefore Tesla's resulting stake would be rather small even if $5-10B was invested. X. However the xAI investment adds to Tesla's AI investment story and likely is more than X% accretive to Tesla's AI investment story. X. Since Tesla trades at well over $1T MCap which is mostly based on Tesla's AI future an X% accretion to this AI investment story would likely more than make up for the loss in balance sheet cash. 4."
X Link @alojoh 2025-09-25T07:37Z 50.4K followers, 21.5K engagements
"The level of volatility (constantly up/down 5%) on no material news are the hallmarks of market man***lation. And no this is not typical market movements. None of NIO's Chinese peers exhibits this level of volatility. Some key peers right now Xpeng +2.5% Li Auto -XXX% BYD -1.2%"
X Link @alojoh 2025-09-26T14:12Z 50.4K followers, 6652 engagements
"Deutsche Bank was on NIO's equity raise which is very lucrative for an investment bank and coincidentially put out this completely false forecast earlier this year. Current YTD is near 201K units. This means to meet DB's forecast NIO would have to sell XXX% more in Q4 alone than what NIO sold in Q1 to Q3 combined"
X Link @alojoh 2025-09-30T11:53Z 50.4K followers, 10.5K engagements
"News: Automaker Volvo @VolvoGroup controlled by Chinese company Geely @GeelyGroup reported a September sales increase of X% year-over-year. The increase was driven by ICE sales which increased X% yoy. Fully electric vehicle sales ("BEV") continued to decrease at X% year-over-year. Note how US EV sales increases 52%. That's the power of demand pullforward caused by the EV tax credit ending. But also note how total volume was 1K. In other words: if you bought a Volvo branded EV in the US you were a very special buyer. Europe was Volvo's toughest EV market which saw a XX% year-over-year sales"
X Link @alojoh 2025-10-02T09:47Z 50.4K followers, 6462 engagements
"Eos Energy is up XXX% YTD. Report coming. Stay tuned"
X Link @alojoh 2025-10-06T16:32Z 50.4K followers, 24.7K engagements
"China used currency devaluation successfully to boost its exports"
X Link @alojoh 2025-10-07T09:27Z 50.4K followers, 12.2K engagements
"@stekkerauto @PierreDdeG Fisker designed it"
X Link @alojoh 2025-10-07T12:22Z 50.4K followers, XXX engagements
"EOS Energy's share price soared XXX% over the last 12-months. Is it still a good buy or has this ship sailed The attached thread for investors tries to answer this question"
X Link @alojoh 2025-10-07T13:46Z 50.4K followers, 26.4K engagements
"News: Tesla outsells both BMW and Mercedes in China. @Tesla @BMWGroup @MercedesBenz In the third quarter of 2025: BMW sold 147121 cars in China Mercedes sold 125100 cars in China. Final numbers for Tesla have not yet been released but available weekly data implies that Tesla sold over 170000 vehicles (likely closer to 175000) vehicles in China in the third quarter. This implies Tesla sells about XX% more cars than BMW in China and more than one third more vehicles than Mercedes in China"
X Link @alojoh 2025-10-08T03:52Z 50.4K followers, 16.7K engagements
"News: General Motors was forced to abandon plan to exploit EV tax credit loophole. @GM General Motors has scrapped a program that would have allowed its dealers to continue offering a $7500 electric vehicle lease credit for several months after the federal subsidy expired on September XX. Late last month GM devised a workaround in which its in-house financing arm would temporarily purchase EVs from dealer inventories just before the credits deadline. The automaker intended to claim the $7500 federal credit on those vehicles and then pass the savings along to customers through lease offers."
X Link @alojoh 2025-10-08T16:24Z 50.4K followers, 55.6K engagements
"Nvidia hit today for the first time this price @nvidia I predicted Nvidia had massive upside and investors should load up. I published this report while the market was still captured by the Deepseek hysteria which I debunked at the time. I recommend every serious investor subscribes to my research"
X Link @alojoh 2025-10-09T14:28Z 50.4K followers, 27.7K engagements
"News: Chinese Geely-owned pure EV brand Polestar saw vehicle sales increase XX% year-over-year driven partly by the low-volume early ramp of the Polestar X in Q3 2024 but declined XX% sequentially from Q2 2025. @PolestarCars @GeelyGroup"
X Link @alojoh 2025-10-10T07:58Z 50.4K followers, 6107 engagements
"I warned investors in 2023 not to touch Polestar. Stock is down over XX% since I shared that warning"
X Link @alojoh 2025-10-10T08:01Z 50.4K followers, 7274 engagements
"News: Tesla is sending emails to European customers promoting the new Model Y Standard. @Tesla WLTP range XXX km. Same price as in the U.S. but in Euro: 39990 (vs $39990)"
X Link @alojoh 2025-10-10T09:13Z 50.4K followers, 28.5K engagements
"NIO's share price is now back down to $XXXX the level at which I warned investors in August not to touch this bubble stock. See attached video why and skip the NIO pro* channels. *adnagap"
X Link @alojoh 2025-10-10T15:37Z 50.4K followers, 7523 engagements
"The return of the US/China trade war came at a perfect moment: market was obsessed with the "when comes the pullback" question and this out of the blue return to trade war rhetoric now gave everyone a good reason to exit"
X Link @alojoh 2025-10-10T18:13Z 50.4K followers, 10.3K engagements
"In case you missed it here is a list of some of the research I shared with investors this week: X. Tesla deep dive financial outlook (50 pages) X. EOS Energy deep dive (36min video / XX pages) X. Tesla Q4 deliveries deep dive (45 markets covered) X. China EV Q4 market EV demand indicators (by main models) X. April 2025 market selloff study X. How TSLA trades around key events X. Trends in FED rate cut expectations Enjoy your weekend reading"
X Link @alojoh 2025-10-11T07:04Z 50.4K followers, 17.1K engagements
"If he is only XX years old he must be 1) A really fast learner since he cant have studied his craft for many years; 2) It cant be that difficult. Many doctors study for 10+ year. Also the fact that likely a tiny minority of people will ever try this craft makes it unlikely he is an exceptional talent since the probabilities are multiplicative: probability of someone trying this craft times the probability of being a talent in exactly this craft. Say the probability of trying this craft is one in XXX and the p of being a great talent is one in 1000 then the probability he is a great talent in"
X Link @alojoh 2025-10-11T15:39Z 50.4K followers, 79.9K engagements
"I analyzed Tesla's last XX quarters examining the impact of delivery announcements on share price the stock's performance between the delivery release and the day before earnings (the current period) and the effects of earnings reports. This analysis incorporates both quantitative and qualitative factors including management announcements. Here are my findings"
X Link @alojoh 2025-10-13T08:32Z 50.4K followers, 12.8K engagements
"News: Tesla Earnings Estimates Jump XX% In the last XX days (following Teslas Q3 delivery and deployment report) Wall Street consensus earnings estimates have climbed from $XXXX to $XXXX per share a XX% increase. Analyst sentiment is turning increasingly bullish. Today Evercore joined the wave of upgrades raising their price target from $XXX to $XXX. As expected called it (Receipts attached.)"
X Link @alojoh 2025-10-13T14:29Z 50.4K followers, 26.6K engagements
"This is wild: Since Lucid @LucidMotors launched in Germany just XX months ago (June 2023) it has sold only XX cars to private buyers. The rest All to businesses. That means a staggering XX% of Lucids German sales went to commercial buyers. No private demand. No buzz. Just fleet sales"
X Link @alojoh 2025-10-13T15:04Z 50.4K followers, 23.5K engagements
"Ouch Mercedes Ford Stellantis (Peugeot/Citroen) Renault and Nissan go on trial over emissions cheat claims. All five automakers deny the accusations. The main trial is due to conlcude in December but legal arguments will not be heard until March 2026"
X Link @alojoh 2025-10-13T16:16Z 50.4K followers, 12K engagements
"BREAKING: Tesla Model Y nearly dethrones Chinas #1 best-selling car despite costing 4x more. @Tesla No car in the top XX costs even half of a Model Y (midpoint of price range). Tesla/Elon made the iPhone of the car world New data shows the Model Y was once again China's top-selling vehicle after the ultra-cheap Wuling Hongguang Mini EV a tiny budget car priced at just a quarter of the Model Y. Sales figures Wuling Hongguang Mini EV: 51743 Tesla Model Y: 51173 Thats just a X% difference. And in terms of revenue the Model Y isnt just leading it's dominating. No other vehicle comes close. This"
X Link @alojoh 2025-10-14T04:03Z 50.4K followers, 149.1K engagements
"TOLD YOU SO ALERT Moodys just slapped Stellantis with a negative outlook translation: a credit downgrade is coming in the next XXX months. Back in 2023 I warned that Stellantis record-breaking free cash flow was a COVID mirage a one-time sugar high from offloading stale inventory during the supply crunch. I said: once supply chains normalize the cracks would show nobody wants these uncompetitive vehicles. That glut of inventory didnt magically disappear. It got masked by the chaos. Wall Street didnt listen. The stock kept ripping higher. Fast forward the bubble popped just like I predicted."
X Link @alojoh 2025-10-14T07:03Z 50.4K followers, 14.2K engagements
"BREAKING: General Motors issues profit warning - $XXX billion hit from EV overcapacity. @GM GM just filed a form 8-K informing that it "approved charges of $XXX billion in GM North America in the three months ended September XX 2025". GM expects it will be unable to sell its EVs after policy changes. This $XXX billion charge comes only XX months after GM recognized $X billion in charges in China. It is true what Biden said: "Mary you led and it matters." We are surprised to find out that he meant 'write-off'. GM shareholders and employees should be proud of their incredible leader @mtbarra"
X Link @alojoh 2025-10-14T12:46Z 50.4K followers, 211.7K engagements
"Anyone surprised by this Hello its Hamas we are talking about. They wont stop because someone somewhere signed a piece of paper. This isnt how they roll. The only solution to the problem is one nobody likes to discuss and hence its just a matter of time for it to return to the prior state"
X Link @alojoh 2025-10-14T13:54Z 50.4K followers, 17.6K engagements
"@BarackObama .@grok explain in plain English prop XX and assess whether it improves election fairness"
X Link @alojoh 2025-10-14T17:54Z 50.4K followers, 22.7K engagements
"@grok @BarackObama So does it increase or decrease election fairness"
X Link @alojoh 2025-10-14T17:57Z 50.4K followers, 5116 engagements
"@StephenWensley @MercedesBenz Not true This vehicle is built by Chinese in China in a BAIC plant Tesla is not flopping in China"
X Link @alojoh 2025-10-14T19:07Z 50.4K followers, XXX engagements
"General Motors @GM booked $7170 million in write-offs and other restructuring charges in the last 12-months the company's SEC filings show. Here is a breakdown: $4010 million China JV restructuring $1600 million NA EV segment restructuring $XXX million Buick dealer restructuring $XXX million Cruise restructuring $XXX million "Other" restructuring $XX million GMI plant wind down Do you still wonder why GM's PE ratio is so low"
X Link @alojoh 2025-10-15T02:55Z 50.4K followers, 8944 engagements
"This is an in-depth financial analysis of General Motors (@GM). Ill be sharing an updated breakdown following GMs Q3 earnings release next week on October XX 2025. *** Total revenue decreased in Q2 2025 (1.8)% year-on-year to $XXXX billion. Trailing 12-months total revenue decreased (0.4)% to $XXXXX billion from $XXXXX billion at the end of the previous quarter"
X Link @alojoh 2025-10-15T03:18Z 50.4K followers, 7853 engagements
"Despite the Forecast's significant projected earnings growth GM currently trades X% above GM's last 12-months median PE ratio of 5x. Note: Market Data not Updated Market Data As Per Date Shared With Investors After GM's Q2 Earnings Release"
X Link @alojoh 2025-10-15T03:18Z 50.4K followers, XXX engagements
"In the last 12-months General Motors became increasingly expensive relative to its projected earnings outlook currently approaching the local November 2024 high the stock defended only briefly due to December 2024 FED selloff and the global tariffs. Note: Market Data not Updated Market Data As Per Date Shared With Investors After GM's Q2 Earnings Release"
X Link @alojoh 2025-10-15T03:18Z 50.4K followers, XXX engagements
"Shocking news: General Motors @GM pressures suppliers into legal dependency and wants to dictate prices. General Motors (GM) has added a "Program Extension Clause" to its supplier purchase orders giving the company the unilateral right to extend contracts indefinitely with six months' notice. This new clause also allows GM to unilaterally determine pricing for extended terms if the parties cannot agree. The change which applies to new and amended contracts from September XX 2025 has drawn criticism from suppliers concerned about the loss of traditional fixed-term contracts and the potential"
X Link @alojoh 2025-10-15T07:16Z 50.4K followers, 32.4K engagements
"My subscribers are printing 💰right now. I warned investors this stock was in a massive b* and how impressive volume growth was driven by: 1) Depremiumization of the brand: launch replacement model at XX% lower MSRP. 2) Time glut of new models to exploit compounding early launch elevated sales effect. 3) Preproduce and amass inventory to show impressive sales figures immediately after launch. 4) Do this during the strongest car sales period in China. 5) Additional seasonal factors. 6) Send out proxies to flood news cycle with overly bullish news. Critical reporting like mine is extremely hard"
X Link @alojoh 2025-10-16T05:48Z 50.4K followers, 15.1K engagements
"🚨This lawsuit is not from a random hedge fund. This lawsuit is from one of the most respected investors globally GIC would never accuse NIO of wrongdoing if they didn't have an abundance of evidence since doing so would enable NIO to counter sue and win hundreds of millions in damages"
X Link @alojoh 2025-10-16T06:17Z 50.4K followers, 13.3K engagements
"Ford just issued another recall. Thats XX so far this year. In contrast Tesla issued X recalls one of which was over-the-air fixable. They passed their entire 2024 total back in June. Its only October. Congrats @jimfarley98 Ford is setting historic new records @Ford @Tesla What's going on Is Ford scrambling Jim when will you do the right thing and partner with Tesla"
X Link @alojoh 2025-10-16T08:02Z 50.4K followers, 28.3K engagements
"Yes because you can't have cables sitting around at night. That's a big issue for EV adoption. Vinfast's car sales are almost entirely in Vietnam and require heavy government support. VFS' founder is well connected so he might get ongoing support for a little while longer but it's doomed"
X Link @alojoh 2025-10-16T09:10Z 50.4K followers, XXX engagements
"This is an in-depth analysis of Xiaomi one of China's most competitive EV manufacturers and a global leader in smartphones. At the time of this post Xiaomi is trading at HKD XXXXX. When I first published this analysis the stock was at HKD XXXXX following a XXX% surge over the past yearwith every major analyst rating it as a Buy or Hold. ⚠ This is a serious no-fluff deep dive for dedicated investors. Runtime: XX minutes"
X Link @alojoh 2025-10-16T13:28Z 50.4K followers, 22.3K engagements
"Barclays raised today its TSLA price target from $XXX to $350"
X Link @alojoh 2025-10-16T18:06Z 50.4K followers, 8481 engagements
"@Tim_Walz .@grok would you rate Tim Walzs speech in 2025 mostly unifying or divisive"
X Link @alojoh 2025-10-17T02:58Z 50.4K followers, 4659 engagements
"TSMC is up XX% over the past X months. Exactly six months ago I shared a detailed report on TSMC with a clear verdict: TSMC offers attractive upside. 🎯 Since then it's nearly doubled. In my upcoming analysis Ill revisit the stock and answer the big question: Is TSMC still a strong buyor has the opportunity passed As always this will be a no-fluff deep-dive breakdown for serious investors. Stay tuned"
X Link @alojoh 2025-10-17T04:04Z 50.4K followers, 7300 engagements
"@VigilantFox .@grok what car sold in China is the cheapest in China but comparable with the Nissan Versa sold in the U.S. How much does that car cost in China in USD"
X Link @alojoh 2025-10-17T13:24Z 50.4K followers, 41.5K engagements
"Grok calls @ZohranKMamdani a l*"
X Link @alojoh 2025-10-17T13:40Z 50.4K followers, 8281 engagements
"Wow Grok is really not happy with @ZohranKMamdani. It takes a lot to p* off an AI"
X Link @alojoh 2025-10-17T13:59Z 50.4K followers, 9927 engagements
"@JDVance .@grok explain the root cause of the issue JD Vance pointed out and proposed a solution to reduce unfair election outcomes"
X Link @alojoh 2025-10-18T02:21Z 50.4K followers, 14.6K engagements
"@grok @JDVance Why not count all votes and distribute seats in proportion to votes"
X Link @alojoh 2025-10-18T02:32Z 50.4K followers, 2163 engagements
"News: Blackwell chips can now be made in U.S.A"
X Link @alojoh 2025-10-18T05:29Z 50.4K followers, 5637 engagements
"@TheHumanoidHub Can we please have just one such video👇. All the jumping and running is great but could we see only one time something like that 👇. I think a lot of people would appreciate. Thank you"
X Link @alojoh 2025-10-18T05:38Z 50.4K followers, 3178 engagements
"Technically a small investment in another company does not per se create synergies on paper. However we do know that Elon enables moving/shuffling of key employees around amongst his comps. Big picture the 'intelligence' created at xAI slots directly into the mass produced hardware Tesla will make. There will be a point where Grok replaces FSD or they merge or FSD is integrated into Grok. But not the other way around. A first step would be where Grok manages the car and 'calls' FSD as needed"
X Link @alojoh 2025-10-18T07:02Z 50.4K followers, XXX engagements
"@VigilantFox Grok agrees with Arnold 👇"
X Link @alojoh 2025-10-18T10:57Z 50.4K followers, 6257 engagements
"@RoBeRtXjEaN1679 @elonmusk Grok 5"
X Link @alojoh 2025-10-18T18:32Z 50.4K followers, XXX engagements
"@grok @BarackObama Who are the top XX biggest donors to the Obama Foundation"
X Link @alojoh 2025-10-19T02:29Z 50.4K followers, 3899 engagements
"@grok @BarackObama Ok so we dont know where most of the money is coming from"
X Link @alojoh 2025-10-19T02:33Z 50.4K followers, 1644 engagements
"@grok @BarackObama Is it possible that various NGOs which received generous funding from the government during Obamas presidency donated anonymously to Obamas foundation"
X Link @alojoh 2025-10-19T02:37Z 50.4K followers, 1042 engagements
"@grok @BarackObama Ok so in other words if such recycling as you called occurred its untraceable"
X Link @alojoh 2025-10-19T02:39Z 50.4K followers, XXX engagements
"@MFU007 Name specific examples and provide supporting evidence"
X Link @alojoh 2025-10-19T03:39Z 50.4K followers, XXX engagements
"@KobeissiLetter There is absolutely nothing BREAKING about this since this was the most telegraphed prediction of them all after the debt ceiling was lifted. When will you stop pushing every bit of data for engagement and provide genuine insight to your enormous following"
X Link @alojoh 2025-10-19T03:50Z 50.4K followers, 2300 engagements
"@Barchart Do you understand the difference between 1) Nominal and real 2) The relationship between GDP and Debt👇"
X Link @alojoh 2025-10-19T04:29Z 50.4K followers, 1624 engagements
"I wish all people could experience that at a certain level of money (fairly low level of money I may add) additional wealth makes ZERO difference. It becomes almost entirely like increasing a score in a computer game: it has no value except producing dopamine release. That's why "relative" rich people like billionaires keep chasing more wealth since more wealth is a measure of success and succeeding is rewarded with lots of dopamine. Much more important is the "change" in wealth rather absolute level of wealth (after a certain low threshold). The brain rewards progression and progression is"
X Link @alojoh 2025-10-19T05:24Z 50.4K followers, XXX engagements
"@Dr_Singularity No since abundance has nothing to do with what most people think of being rich"
X Link @alojoh 2025-10-19T06:18Z 50.4K followers, XXX engagements
"@elonmusk @WholeMarsBlog Any investor should ask himself: smart to invest in Waymo if it is run by a CEO who makes such smart remarks about Elon/Tesla We know how this ends"
X Link @alojoh 2025-10-19T06:57Z 50.4K followers, 3092 engagements
"@elonmusk SpaceX Starship v16"
X Link @alojoh 2025-10-19T07:00Z 50.4K followers, 8536 engagements
"News: NIO missed midpoint of Q3 2025 guidance range by XXX% and grows at less than half the rate of Xpeng and Leapmotor. Amongst peers (see attached) NIO reported the largest guidance miss and the slowest year-over-year growth rate (except Li Auto). Year-over-year growth: X. Xpeng: +149% X. Leapmotor: +102% X. NIO: +41% NIO's guidance miss is in line with NIO management's pattern of overpromising: in X out of the last XX quarters NIO management missed the midpoint of guidance. Note: NIO missed by more than competitors even though NIO's guidance was given only XX days before end of quarter"
X Link @alojoh 2025-10-01T08:10Z 50.4K followers, 21.1K engagements
"NIO stock holding up well"
X Link @alojoh 2025-10-10T17:58Z 50.4K followers, 9670 engagements
"Elon @elonmusk how quickly could you build a rare-earth element processing facility which could supply total U.S. and allies' demand if you received a carte blanche"
X Link @alojoh 2025-10-10T18:32Z 50.4K followers, 145.3K engagements
"Nice my account hit 15K real people followers"
X Link @alojoh 2025-10-13T16:23Z 50.4K followers, 19.1K engagements
"Who is buying cars in Germany Are consumers really buying these cars Not exactly. In Germany the vast majority of Volkswagen Audi BMW and even BYD vehicles arent being bought by actual people. % of New Cars Bought by Private Individuals: Mercedes-Benz: XX% BMW: XX% Volkswagen: XX% Audi: XX% BYD: XX% That means up to XX% of these new cars are sold to: Fleet buyers Leasing companies Rental agencies Corporate customers So who's really driving demand This isn't just trivia it's a red flag for investors"
X Link @alojoh 2025-10-13T19:57Z 50.4K followers, 32.6K engagements
"Ouch Audi sold XX Audi Q5 e-tron in September in China. Telsa sold 51173 Model Ys. @VWGroup @Tesla This means Tesla sells 1706 MYs for every Q5 sold. To add insult to injury the Q5 has a lower starting price. MY: CNY 263500-313500 Audi Q5: CNY 214000-345500"
X Link @alojoh 2025-10-14T08:18Z 50.4K followers, 30.7K engagements
"Something strange is happening in Germanys EV market. @VWGroup @MercedesBenz @BMWGroup Official data shows that XX% of all new EVs in 2025 (to August) were registered by car companies themselves. Thats nearly double the rate for non-EVs where just X% were self-registered. And this isnt just business as usual. Last year only X% of EVs were self-registered (so broadly comparable with non-EVs) This years XX% share marks a XX% increase in the self-registration rate. Meanwhile non-EVs stayed flat: X% this year vs X% last yeara marginal change. Heres what that looks like in raw numbers: 45776 EVs"
X Link @alojoh 2025-10-15T11:42Z 50.4K followers, 72.7K engagements
"@karpathy TV slowed humanitys progress. Its like a giant time sucking leech"
X Link @alojoh 2025-10-16T04:08Z 50.4K followers, 2907 engagements
"@AskPerplexity This ignores the fact that most human generated articles parrot each other and the issue you describe was the base case from the beginning. It also ignores how AI can generate novel data advanced AIs at least"
X Link @alojoh 2025-10-16T04:16Z 50.4K followers, 4701 engagements
"Wow Vinfast the Vietnamese EV maker has $XXX billion in NEGATIVE equity on its balance sheet. The only other automaker globally with negative equity is NIO. Vinfast lost $XXX million in the second quarter alone. Vinfast's negative equity is driven by ongoing massive negative free cash flow causing the company to accumulate over $XX billion in losses"
X Link @alojoh 2025-10-16T08:36Z 50.4K followers, 9347 engagements
"News: Another recall hit Ford just one day after the last but this time 10x bigger. Ford recalls over 600000 vehicles over seatbelt issues (over 330000 vehicles) and camera display issues (over 290000 vehicles). The seatbelt recall affects Ford Mustang vehicles while the camera issue affects F-250 F-350 and F-450 super duty trucks according to NHTSA notices. This makes it recall XX this year alone. Reminder that this is not normal. For example Tesla issued only X recalls this year one of which was over-the-air fixable. @Ford"
X Link @alojoh 2025-10-17T12:37Z 50.4K followers, 8694 engagements
"I think its obvious that the No Kings narrative is an organised campaign to delegitimise the current administration. Whether you like POTUS or not he clearly got the most votes even though the current opposition was in charge while the election was held. Hence the No Kings narrative is a direct attack on democracy and is a version of the The election was stolen slogan. I hope people wont fall for this"
X Link @alojoh 2025-10-19T02:22Z 50.4K followers, 11.9K engagements
"@RedwolfTesla Is Trump the first president using EOs Is DP feasibility in millions of case After answering these questions reassess your position"
X Link @alojoh 2025-10-19T03:41Z 50.4K followers, XXX engagements
"There is nothing BREAKING about this since it was widely telegraphed that debt would surge after the debt ceiling was lifted. The flat line you see was the period during which the Treasury Department hit the debt ceiling and kept debt level constant using whats called extraordinary measures (EM). Hence there is no news here and that is why yields arent reacting to it (yields in fact reduce recently even). The longer the period under EM the bigger the increase after another debt ceiling hike (like a rubber band that is stretched). Hence although the debt surge post ceiling rise looks alarming"
X Link @alojoh 2025-10-19T04:02Z 50.4K followers, 11.8K engagements
"Edison Future EF1-T"
X Link @alojoh 2025-09-27T06:10Z 50.4K followers, 5300 engagements
"News: Li Auto exceeded Q3 2025 guidance by 0.8%. Li Auto the Chinese automaker famous for making 'range extended electric vehicles' or EREVs reported a September XX% year-over-year sales decrease. September sales came in at 33951 vehicles implying a decrease of XX% compared to September of last year 53709. Q3 2025 decreased by XX% year-over-year to 93200 vehicles BUT did exceed guidance midpoint (92500) of guided range of 90000 to 95000 by 0.8%. Hence I have to give them credit: despite the unfavourable outlook that did not try to sugar coat. Li Auto is a good example of how quickly the"
X Link @alojoh 2025-10-01T06:37Z 50.4K followers, 8895 engagements
"Li Auto did provide accurate guidance. They guided for 90-95K vehicles implying Q3 reported figures exceeded the midpoint of guidance by 0.8%"
X Link @alojoh 2025-10-01T06:37Z 50.4K followers, 2993 engagements
"NIO guided on September X 2025 for Q3 deliveries of 87000 to 91000 units (midpoint 89000) implying a midpoint guidance miss of 2.2%. Key peers' midoint guidance beat (miss): X. Xpeng: XXX% beat X. Li Auto: XXX% beat X. Leapmotor: (0.66)% miss NIO: (2.2)% miss"
X Link @alojoh 2025-10-01T08:10Z 50.4K followers, XXX engagements
"4) NIO's volume growth came at the expense of launching lower cost vehicles. These lower cost vehicles drove a fast decrease in average selling prices ("ASPs"). As a result NIO's ASP decreased significantly faster than the ASPs of key peers"
X Link @alojoh 2025-10-02T08:46Z 50.4K followers, XXX engagements
"5) NIO also compares negatively relative to production cost: Li Auto: similar production cost but significantly higher ASP (see prior slide). Xpeng: significantly higher gross margin on both lower ASP and significantly lower production cost. Leapmotor: similar but even lower ASP and even lower production cost"
X Link @alojoh 2025-10-02T08:46Z 50.4K followers, XXX engagements
"What self-driving tech By their own admission they have nothing that comes close to what Tesla has. Some Chinese auto company CEOs even openly admitted to it. So if even Tesla's superior system isn't allowed to rollout out yet what are the chances Chinese companies' inferior systems get approved"
X Link @alojoh 2025-10-06T09:19Z 50.4K followers, 17.9K engagements
"Who is next Car company CEO's gone Henrik Fisker (Fisker/bankrupt) Peter Rawlinson (Lucid) Carlos Tavares (Stellantis) Herbert Diess (VW Group) Makoto Uchida (Nissan) Jim Rowan (Volvo) Luca de Meo (Renault)"
X Link @alojoh 2025-10-06T13:41Z 50.4K followers, 12.9K engagements
"@BarackObama Grok thinks Prop XX reduces election fairness"
X Link @alojoh 2025-10-14T17:59Z 50.4K followers, 82K engagements
"Gross profit decreased in Q2 2025 (16)% year-on-year to $XXX billion. Trailing 12-months gross profit decreased (4)% to $XXXX billion from $XXXX billion at the end of the previous quarter"
X Link @alojoh 2025-10-15T03:18Z 50.4K followers, XXX engagements
"Yes. A lot of these buyers just bought it to get free SM marketing out of it since they were business owners and Li Bin gave their businesses shout-outs. It was rather p* to watch. Imagine if Elon did a X min SM video with you if you bought a Model X If course EVERYONE would buy an X. of course bin li isn't elon but to a much smaller extent that pricinple applies"
X Link @alojoh 2025-10-17T17:57Z 50.4K followers, XXX engagements
"@elonmusk .@grok given Elons comment provide some examples what now creates a most viral post"
X Link @alojoh 2025-10-18T18:34Z 50.4K followers, 7409 engagements
"@grok @TheNavroopSingh Walk us through Li Chenggangs CV"
X Link @alojoh 2025-10-20T03:32Z 50.4K followers, 3837 engagements
"Unfortunately as I predicted the deal was never going to last. It cannot. Thre are too many deeply radicalized young men eager to fight and too many older men ready to lead them. Its a game of Whac-A-Mole: take out one leader and a thousand fighters and a new crop appears just as fast. Until the root systemthe "spawn box"is dismantled the cycle repeats. The only real solution is the one no one dares touch: yo have to elimnate ALL roots and seed no matter what age they have. Nobody will touch it. Don't shoot the messenger. I am just explaining this to make the point a deal that would start"
X Link @alojoh 2025-10-20T12:20Z 50.4K followers, 2833 engagements
"It's simple: AfD received completely one-sided media coverage. ALL mainstream media formed a coalition protecting the old guard. Media was exclusively focused on: 1) The worst elements of the AfD; 2) There was NO serious attempt to discuss the ideas or "Wahlprogramm" of the AfD. 3) Point 1) was exploited while ignoring the majority of the party which simply comprises conservatives who seek more common sense and and end to endless immigration shutting down of nuclear power plants (while neighbhors build them) end to other green and greenwashing policies while much larger nations keep"
X Link @alojoh 2025-10-21T04:53Z 50.4K followers, XXX engagements
"Another calm day in global automotive: "Nissan to close flagship plant Stellantis postpones Dodge Hornet production Volvo delays EX90 launch""
X Link @alojoh 2025-07-15T12:00Z 50.4K followers, 11.6K engagements
"Breaking: NIO accused of inflating revenue. @NIOGlobal Singapore's sovereign weath fund (GIC an absolute heavy weight in the financial world) has sued Nio in a US court accusing the Chinese EV maker and CEO/founder William Li and former CFO Feng Wei violating securities laws by inflating revenues. Dear Reader please like/share since every time my account reports negatively on Chinese companies their proxies attac* my account with blocks/mutes to limit distribution"
X Link @alojoh 2025-10-16T06:13Z 50.4K followers, 59.4K engagements
".@Asmongold a piece of friendly advice: it makes no sense for you to engage with him or similar accounts. Your account is XXX million. His is 27K. That's a 41-to-1. No matter what you do you lose on X key dimensions: 1) Payoff asymmetry: he gets a huge engagement boost and visibility boost. You'll get very little relatively speaking (unless you get much bigger acocunts than yours to jump in - but that's a gamble since it may or may not happen). 2) Streisand effect: You amplify the criticism by acknowledging it. 3) Signaling: You signal importance of the smaller account. 4) Bait dynamics: You"
X Link @alojoh 2025-10-16T08:52Z 50.4K followers, 22.4K engagements
"NIO's ET9 worldwide sales development since lauch and first deliveries. December 2024: Launch January: - February: - March: - April: XXX (first deliveries/peak month) May: XXX June: XXX July: XX August: XX September: XX Would you consider this a sales success"
X Link @alojoh 2025-10-17T14:50Z 50.4K followers, 9925 engagements
"In this thread I explain briefly why Hyundai turned into a zombie company. Hyundai was the most cash burning automaker globally in 2024 with a negative free cash flow of $XXXX billion. In the fourth quarter of 2024 alone Hyundai burned $XXX billion. To fill the capital hole Hyundai raised net $15B in capital in 2024 (financing cash flow)"
X Link @alojoh 2025-04-21T15:42Z 50.4K followers, 69.3K engagements
"In this new COMPUTEX 2025 keynote Nvidia's CEO makes an important argument for why humanoid robots are likely the only universal type of robot that will work: "the reason for that is because technology needs scale. Most of the robotic systems we've had so far are too low volume and those low volume systems will never achieve the technology scale to get the flywheel going far enough fast enough so that we are willing to dedictate enough technology into it to make it better""
X Link @alojoh 2025-05-19T05:36Z 50.4K followers, 19.7M engagements
"In this thread I want to give you an idea just how insane the current government spending is and how far we drifted away from any sustainable fiscal spending. This is all based on reported numbers and there are no assumptions/forecasts. In the current fiscal year the government already spent $4159 billion. This is for the first X months and the fiscal year ends in September. The latest available data is as of April. The already accrued deficit amounts to over $X trillion: $1049 billion. You can see in the chart how net interest expense has become the #2 largest spending category at $579"
X Link @alojoh 2025-06-06T17:51Z 50.4K followers, 22.9M engagements
"Hi polyglot speaking here: best way to study any language is A) 'situational' learning. The way I would explain it is that the brain connects vocabulary with situations. For example if you always study words at your desk your brain connects the words with that situation (at your desk in your room calm environmet - highly artifical situation relative to language) and hence won't be able to retrieve them in the real world situation at least not fast enough. Learn words in applicable situation. When you mix up words use nmemonics. B) Second always learn new words in set phrases and ideally in"
X Link @alojoh 2025-09-01T07:15Z 50.4K followers, 3.1M engagements
"In March 2016 Elon unveiled the Tesla Model X promising an affordable electric vehicle starting at $35000. @Tesla When adjusted for inflation that original target equates to approximately $47617 in today's dollars. Yet Tesla has significantly overdelivered on this promise: the new Standard Model X launched yesterday at a starting price of $36990 (unsubsidized) comes in XX% below that inflation-adjusted figure. @larsmoravy Put another way in 2016 dollars this latest Model X would only cost about $27189"
X Link @alojoh 2025-10-08T07:40Z 50.4K followers, 14.6M engagements
"News: Wall Street increases Tesla Q3 2025 earnings estimates by 8%. Consensus increased since deliveries from $XXXX to $XXXX currently. That's an increase of 8%"
X Link @alojoh 2025-10-12T18:34Z 50.4K followers, 19.9K engagements
".@UnitreeRobotics Could we please see an example of it doing some work with hands I am not sure how backflips help us create a world of abundance. I'd much prefer watching it do on voice command rather mundane things like cutting a cucumber and making a salad"
X Link @alojoh 2025-10-14T18:16Z 50.4K followers, 18.7K engagements
"Making a point that everyone can agree on is known as the "appeal to common ground" or the "common ground technique." Skilled speakerslike Obama who is also a trained lawyerfrequently use this approach to disarm opposition and reduce defensiveness in their audience. Its a rhetorical strategy designed to establish credibility trust and goodwill before introducing more divisive or controversial ideas. This technique typically precedes the speaker's main point especially when that point may be contentious. By first anchoring the conversation in shared values or beliefs the speaker creates a safe"
X Link @alojoh 2025-10-15T18:28Z 50.4K followers, 29K engagements
"This is the chart MSM doesn't want you to see in their "Tesla is crushed by BYD" narrative. The truth is. Tesla crushes it in China BYD's home market with just TWO models: Model Y raking in $2B+ alone more than any single BYD EV. But BYD's 30-model swarm adds up to $3.1B total revenue11.8% ahead of Tesla's $2.8B. Depth vs. breadth in the EV wars. Who's strategy wins long-term Tesla is cash flow positive. BYD is not. @Tesla @BYDCompany"
X Link @alojoh 2025-10-16T11:11Z 50.4K followers, 53.3K engagements
"@GavinNewsom @realDonaldTrump .@grok how have house prices developed in California during Gavin Newsoms governorship"
X Link @alojoh 2025-10-17T02:28Z 50.4K followers, 7517 engagements
"AfD is now Germany's largest party"
X Link @alojoh 2025-10-18T19:20Z 50.4K followers, 1.3M engagements
""Trump's makes automakers eligible for a credit equal to XXXX% of the suggested retail price for U.S. assembled vehicles through 2030 to offset import tariffs on parts." My preliminary estimate (have to do more work) is that this could provide Tesla with a 50bps gross margin benefit"
X Link @alojoh 2025-10-19T05:42Z 50.4K followers, 28.7K engagements
"This is from a two years old McKinsey report. How accurate was McKinsey historically"
X Link @alojoh 2025-10-19T07:20Z 50.4K followers, 15K engagements
"Since founding in 1994 Amazon has returned $7.8B to shareholders. Today it's valued at $2.27T. In just the last X years TSMC has returned $55B to shareholdersover 7x more. Its current valuation $1.53T. Capital allocation strategies matter. #investing #TSMC #Amazon #stockmarket @amazon"
X Link @alojoh 2025-10-20T06:24Z 50.4K followers, 9979 engagements
"VW Group's Oliver Blume gets a pay cut of 1M while the companies he was paid to lead lost XX% and XX% in market value during his tenure. Is this fair Blume until recently held famously the CEO role of both entities: VW Goup and VW Group's subsidiary Porsche. Blume became CEO of both on September X 2022. Since then VW Group's and Porsche's share price decreased by XX% and XX% respectively: VW Group share price: -XX% September X 2022: XXXXXX Last Friday's close: XXXXX Porsche's share price: -XX% Since IPO September XX 2022: XXXXX Last Friday's close: XXXXX In contrast for this 'performance'"
X Link @alojoh 2025-10-20T07:27Z 50.4K followers, 12.1K engagements
"Guys it really isnt all that complicated and we dont have to solicit the views of dudes dead for over a century: democracy should reflect the will of the people. Period. End. Full stop. The will of the people is what gets the most support from people. So everything that distorts slows down or prevents the will of the people should be removed in a democracy. Is there a law the majority wants Implement. Eg voter ID most people want. Is there a law that the majority doesnt like Remove it. Eg decriminalising theft as California did not long ago but was forced to undo due to the will of the people"
X Link @alojoh 2025-10-20T12:00Z 50.4K followers, 3552 engagements
"According to Grok the profession of "Professional Protester" generates a decent income. Full-time activists for an NGO can make $40-80K yearly. Not bad given you need no qualification and all you do is standing around and shouting"
X Link @alojoh 2025-10-21T11:23Z 50.4K followers, 8933 engagements
"@grok @janrosenow @timforeuk How does this compare to electricity price increases in China India and the United States"
X Link @alojoh 2025-10-21T11:51Z 50.4K followers, XXX engagements
"News: General Motors' net income decreased XX% year-over-year to $1327 million. After the first nine months 2025 is down XX% compared to the same period in 2024. Despite the drop in net income GM's share price is rallying on the prospect of lower EV losses in 2026"
X Link @alojoh 2025-10-21T12:15Z 50.4K followers, 5266 engagements
"GM soars almost 14%. Market is betting on GM shedding most of its EV business which was deeply loss-making boosting 2026 results. Meanwhile Tesla is about to disrupt the NA car market with a "nap" feature"
X Link @alojoh 2025-10-21T14:07Z 50.4K followers, 34.5K engagements
"I asked Grok what qualified Sean Duffy to run NASA "Duffy lacks a traditional scientific engineering or aerospace background but his qualifications stem primarily from his extensive political legal and governmental leadership experience which sources indicate were prioritized for aligning with and executing the president's space policy vision." "Duffy's appointment appears driven by his political alignment with Trump ability to implement executive priorities (e.g. accelerating lunar missions and challenging contracts like SpaceX's Artemis role) and experience managing large federal"
X Link @alojoh 2025-10-21T15:59Z 50.4K followers, 5750 engagements
"@GavinNewsom .@grok do a full speech analysis of Gavins post and list all rhetorical devices used"
X Link @alojoh 2025-10-21T17:23Z 50.4K followers, XXX engagements
"Uber: Tick tock tick tock 📉"
X Link @alojoh 2025-10-21T17:40Z 50.4K followers, 56.4K engagements
"@CAgovernor .@grok what is Gavins track record of defending the constitution Did his actions as governor strengthen or weaken fair elections in California"
X Link @alojoh 2025-10-22T03:45Z 50.4K followers, XXX engagements
"@thorstenbenner .@grok is the shutdown entirely due to chip shortages or has VW seen signs of weakening demand What is more likely a production stop purely due to chip shortages or rather a combination of chip shortages and demand weakness"
X Link @alojoh 2025-10-22T03:47Z 50.4K followers, 1816 engagements
"@GavinNewsom .@grok is it normal to see some demolition of existing structures when there is a new extension of a building"
X Link @alojoh 2025-10-22T04:05Z 50.4K followers, 24.3K engagements
"Wow Grok calls Gavin Newsom an Opportunistic partisan demagogue. Accurate"
X Link @alojoh 2025-10-22T04:11Z 50.4K followers, 6535 engagements
"News: Tesla outsells Mercedes Benz Group for the first time Mercedes reported 441500 car sales in the third quarter. Tesla reported 497099 sales. This implies Tesla sold 55599 vehicles more than Mercedes. Tesla sold XXXX% more vehicles. In the third quarter Mercedes' car sales decreased by XXXX% year-over-year while Tesla's car sales increased by XXX% year-over-year. @MercedesBenz @Tesla @elonmusk Congrats Tesla/Elon Mercedes made its first car in 1901. Tesla did in 2004"
X Link @alojoh 2025-10-07T18:33Z 50.4K followers, 1.3M engagements
"@Asmongold @nyaraVT Asmongold 24k likes vs 5.9k likes. The majority has spoken and declared Asmongold as the winner over the vocal minority. Please note: a reply is disadvantaged vs a main post in terms of likes hence AG wins by over X to 1"
X Link @alojoh 2025-10-16T07:30Z 50.4K followers, 42.7K engagements
"🎯In case it's not XXX% clear what Elon means: Some states have more non-citizens and since the census counts everyone not just citizens those states get more seats in Congress. But there are only so many seats to go around so other states lose seats. Elon is saying that the states losing seats are often Republican so it puts them at a disadvantage. Hence "negative number". In other words: it's "seats theft" from Republicans"
X Link @alojoh 2025-10-18T11:28Z 50.4K followers, 69.4K engagements
"Why If you find the true answer you learned a valuable lesson. Write it down. Next time you want to make an exotic investment review what you found and ask yourself: do I want to buy for the same reason Common answers likely include My friends were buying Saw a YT/TikTok video about it"
X Link @alojoh 2025-10-19T01:55Z 50.4K followers, 15.8K engagements
"@grok @chamath Would you recommend investors listen to Chamath based on his SPAC performance track record"
X Link @alojoh 2025-10-21T09:52Z 50.4K followers, 1239 engagements
"@Jhawkins_nz @ethanmckanna Uber has no loyalty People use Uber bc its cheap Once someone cheaper shows up customers move on"
X Link @alojoh 2025-10-22T08:29Z 50.4K followers, XX engagements
"News: Warren Buffett sold his remaining BYD shares. @BYDCompany What happened X. Despite selling over X million vehicles annually BYD is still cash flow negative as my research shared on X showed and forced the company to raise a record $XXX billion in equity capital in March. X. Historically reported positive free cash flow was achieved via hidden supplier financing: BYD kept increasing supplier payment terms (ie did not pay suppliers and avoided cash outflows) from XXX days (Q2'20) to XXX days (Q2'25). X. I estimate the capital gap amounts to approximately $XX billion (required amount to"
X Link @alojoh 2025-09-22T06:57Z 50.4K followers, 237.3K engagements
"This is a deep dive into Uber @Uber which considers the potential effects of Tesla's autonomy. I will also discuss why Uber's "gross bookings" metric is silly and why they use it. It's a clever workaround. The video starts slow to get everyone on the same page. Timestamps 0:00:00 Intro and revenue by segment 0:10:22 Revenue by geography 0:16:22 Gross bookings 0:28:57 Gross profit operating profit operating expenses and adjusted earnings 0:44:26 Adjusted EBITDA and cash flow 0:52:32 Forecast: revenue to EPS 1:10:05 Consensus EPS 1:18:22 Valuation multiples price target share price corridor and"
X Link @alojoh 2025-10-11T17:20Z 50.4K followers, 14.7K engagements
"@SpaceX @Starlink I wonder when youll openly admit to compete with telcos"
X Link @alojoh 2025-10-14T03:23Z 50.4K followers, 35.5K engagements
"BYD eating Tesla's lunch Fact 1: BYD flatlined Fact 2: Profitability is ultra low Fact 3: BYD gets massive state support (subsidies not related to emissions targets) Fact 4: BYD is cash flow negative Fact 5: BYD is cash flow negative despite not paying suppliers (very high DPO)"
X Link @alojoh 2025-10-14T04:10Z 50.4K followers, 5374 engagements
"This is a deep dive into Amazon @amazon shared with investors around the time when @BillAckman bought 5.8M more shares. At time of posting Amazon traded at $XXX WS analysts' consensus price target was $XXX and everyone had a buy or strong buy rating. Amazon currently trades at $XXX or X% down since my post. This is a hardcore deep dive for serious investors. It's X hr XX minutes long"
X Link @alojoh 2025-10-14T16:07Z 50.4K followers, 103.2K engagements
"Mercedes launched in September pre-sale of the new CLA EV but search interest suggests it will flop: currently it ranks only number XXX most searched vehicle. This is a graveyard ranking. @MercedesBenz Mercedes-Benz's all-new all-electric CLA was developed for the Chinese market with long-wheelbase. The electric sedan will be available in two variants: the all-electric CLA XXX L Ultra-Long Range Edition priced at 259000 yuan (36000 USD) and the all-electric CLA XXX L Ultra-Long Range Intelligent Edition with a pre-sale price of 299000 yuan (41600 USD)"
X Link @alojoh 2025-10-14T17:40Z 50.4K followers, 12.3K engagements
"News: BYD forced to recall over 100000 vehicles due to faulty motor controller and incorrectly installed battery seals. The recall concerns the Tang series and Yuan Pro vehicles both electric and hybrid version produced between 2015 and 2022. More specifically around 44500 units of the Tang series will be recalled because of a faulty drive motor controller. In some cases this can lead to circuit board corrosion and cause the car to lose electric power according to Chinas State Administration for Market Regulation. Around 71200 Yuan Pro cars will also be recalled due to incorrectly installed"
X Link @alojoh 2025-10-17T12:26Z 50.4K followers, 12.6K engagements
"ISS has always tried to rock the Tesla boat and here is why anything other than a "FOR" vote makes no sense. In 2018: ISS was against Elon's comp package. In 2022: ISS was against re-election of board certain members. In 2023: ISS was against Chair reelection In 2024: ISS was against ratification of Elon's comp. Now in 2025: ISS is against Elon's new comp package. Since ISS issued their first 'against' in March 2018 TSLA is up 1982%. I think TSLA investors did quite well ignoring ISS. All an 'against' vote would cause is a selloff in TSLA since TSLA is obviously driven by investors' beliefs"
X Link @alojoh 2025-10-18T05:24Z 50.4K followers, 79.2K engagements
"If you want to do some investment research this weekend these are some of my latest research posts. X. Trade war selloff analysis: key lessons for investors with regard to the current US/China trade tensions: X. How TSLA trends around deliveries/earnings and management commentary impact. X. Potential short term trading opportunity X. Should you get out of the market X. Nvidia stock trading pattern analysis around keynotes (next key note October XX 2025)"
X Link @alojoh 2025-10-18T10:05Z 50.4K followers, 7995 engagements
"News: NIO's CEO warns of "potential industry-wide demand weakness" in the first quarter of next year. Here is why: 1) Chinese market experiences every year in Q1 a major sequential decrease due to the combined effects of winter and Lunar New Year holidays. 2) However in Q1 2026 the second effect which will weigh on car sales is a tax change which causes currently a demand pullforward. For this reason a major sequential market decrease in Q1 is highly likely. This is also why current sales rate are likely somewhat inflated since Chinese consumers will be rushing to secure the tax benefit in Q4"
X Link @alojoh 2025-10-20T14:46Z 50.4K followers, 10.7K engagements
"News: Tesla is hiring for Cybercab mass production. About X months before the Cybertruck launch event Tesla did the same for Cybertruck. Based on this precedent Cybercab mass production could kick off in Q2 2026. However just like with Cybertruck several months prior we should see a lot of road testing of Cybercab. 🔥"
X Link @alojoh 2025-10-20T14:58Z 50.4K followers, 32.4K engagements
"Thats the reason why its impossible to defeat bots. Only if one shatters the economics of bots one can win. A tiny monthly fee can do the trick"
X Link @alojoh 2025-10-20T15:09Z 50.4K followers, 10.1K engagements
"This Tesla FSD community tracker shows for the first time XXX% drives with no critical disengagement in ALL conditions v14 is off to a great start. Obviously we need more data but it's good to see. I think at this point it has become entirely pointless to watch FSD videos since the software has become so good that watching FSD videos won't provide a sense of the car's capabilities anymore. Some testers reported consistently "zero disengagement drivers" since v12 somehow. 🤔 Source: teslafsdtracker"
X Link @alojoh 2025-10-20T15:37Z 50.4K followers, 43K engagements
"News: NIO offers X% leasing rates in Germany for the brand new ES8 (which is sold as EL8 in Germany). This measure is used in the auto industry when demand is weak since it is very costly"
X Link @alojoh 2025-10-21T03:55Z 50.4K followers, 4847 engagements
"NIO's sales in Germany have been exceptionally low even though NIO's vehicle range on offer comprises X different models. Despite the significant line up NIO sold only a total of XX vehicles in September. A comparison with a comparable Chinese automaker Xpeng shows that other Chinese players do much better in the German market. This forced NIO management to take action and the X% leasing rate even though very costly is a reflection of the precarious situation: NIO needs sales no matter the cost to keep the growth story alive"
X Link @alojoh 2025-10-21T03:55Z 50.4K followers, 3489 engagements
"This is a financial deep dive into TSMC the worlds leading chipmaker and primary supplier to Nvidia"
X Link @alojoh 2025-10-21T09:24Z 50.4K followers, 7273 engagements
"Chamath created the best performing SPACsoh wait 😬 .@grok how have Chamaths SPAC deals performed for investors who bought from him relative to the performance of the S&P500 Specifically have most underperformed or outperformed the S&P500 Based on your results should investors trust Chamath advise or seek other investments"
X Link @alojoh 2025-10-21T09:50Z 50.4K followers, 12K engagements
"@tomlbutler @chamath @grok .@grok how did Chamath build most of his wealth Would it be fair to say that a big part was driven by him being lucky and becoming an early employee of Meta which became one of the faster growing companies in the history of humanity"
X Link @alojoh 2025-10-21T10:06Z 50.4K followers, 1953 engagements
"@tomlbutler @chamath @grok Now subtract what was generated via overhyping SPACs (aka theft) Now adjust for outlier Facebook returns What is left I guess a fairly average investor Where am I wrong"
X Link @alojoh 2025-10-21T10:12Z 50.4K followers, XXX engagements
"Japan's complaint about Vietnam is disgusting 😡 Vietnam tries to tackle the enormous pollution problem which comes from highly polluting motorbikes. Japan is worried it could hurt Honda which dominates motorbike sales in Vietnam. Japan shows absolutely ZERO concern for the health of Vietnamese citizens. Honda by selling millions of motorbikes with small engines which obviously have no catalytic converter (CC) is arguable the largest polluter globally in individual transportation. A motorbike without CC can generate over 5-10x more pollutants than a X ton car with CC. Honda forecasts to sell"
X Link @alojoh 2025-10-21T10:38Z 50.4K followers, 17.5K engagements
"News: Rivian stock downgraded to sell price target lowered from $XX to $XX by Mizuho. The same so called "Top" analyst raised his PT just last month from $XX to $XX. 🤡 (when he increased his PT to chase the share price to game his tipranks ranking) Rivian currently at $13.08"
X Link @alojoh 2025-10-21T11:08Z 50.4K followers, 7329 engagements
"@janrosenow @timforeuk .@grok how much have average electricity prices increased in the EU since the year 2000"
X Link @alojoh 2025-10-21T11:46Z 50.4K followers, 1630 engagements
""My wife used to work in the suppl chain of honda indonesia and is still not believing me that they are bound to go bankrupt.cause "they got the biggest market in south east asia". Just show your wife this chart: Volume is a * metric. Cash flow is literally where the money is. *bmud"
X Link @alojoh 2025-10-21T12:22Z 50.4K followers, 12.1K engagements
""Volkswagen is preparing to suspend production of major models including the Golf at its Wolfsburg plant due to shortages in semiconductor supplies Bild reported on Tuesday citing sources in the supplier industry." Seriously Chip supply issues in October 2025 I thought we left that problem behind for the last X years"
X Link @alojoh 2025-10-21T13:44Z 50.4K followers, 17.2K engagements
"GM kills BrightDrop electric vans"
X Link @alojoh 2025-10-21T14:08Z 50.4K followers, 4794 engagements
"GM keeps rallying further. Stock up nearly XX% and marks one of GM's best trading days in a decade. Investors rush into the stock on the following bet: 1) GM largely abandons EVs resulting in billions saved. 2) Elimination of credits saves GM billions in fines. 3) Higher share of higher margin vehicles: more $$$. 4) Tariffs shield large US market from new competition. Needless to say that this will likely become the near-term Wall Street narrative. The net effect is that analysts will be raising their GM PTs and EPS estimates. I expect a period of approximately quarters (more research on this"
X Link @alojoh 2025-10-21T15:53Z 50.4K followers, 11.2K engagements
"My view on what is really going on with Sean Duffy @SeanDuffyWI . I think Sean Duffy's Fox news appearance (Trump's favourite show) was not a coincident. Duffy likely 'placed' this interview to mark his claim to become the permanent NASA administrator. The timing would be perfect. His messaging was likely crafted to win maximum brownie points from the big boss in order to beat Jared Isaacman @rookisaacman who is also in the running for NASA administrator. Folks all the rest makes no sense. I don't think Sean gives two * about NASA. If you read up about his career and progress you can see he"
X Link @alojoh 2025-10-21T17:17Z 50.4K followers, 10.9K engagements
"@robotaxi @jermitron Uber will be decimated once Cybercab rolls out"
X Link @alojoh 2025-10-21T17:36Z 50.4K followers, 5240 engagements
"Bond yields keep dropping. This means lower borrowing cost for the government"
X Link @alojoh 2025-10-21T17:55Z 50.4K followers, 5612 engagements
"@grok @GavinNewsom Why is Gavins post then criticising the demolition efforts"
X Link @alojoh 2025-10-22T04:07Z 50.4K followers, 3741 engagements
""VW says production pauses planned denies chip crunch as reason""
X Link @alojoh 2025-10-22T05:27Z 50.4K followers, 5077 engagements
""Volkswagen said on Tuesday it was preparing to pause production of two key models but denied any connection with a stand-off over chipmaker Nexperia putting pressure on supply chains. Pauses in production of the Golf and Tiguan models this week have been "long planned" to deal with inventory matters coinciding with the autumn holidays a spokesperson told Reuters." "inventory matters" = excess supply Just as I had predicted folks"
X Link @alojoh 2025-10-22T05:29Z 50.4K followers, 4904 engagements
"@steveharvey2001 @colorfullllove Why only VW Why arent others"
X Link @alojoh 2025-10-22T06:06Z 50.4K followers, XX engagements
"Hi Elon @elonmusk during tonight's earnings call a lot of people depend on you. Please avoid talking about the next two quarters. If analysts try and force you to talk about them DON'T. You talked about it last time so there is no need to repeat it. Seasonal and other effects are well understood. Keep them focused on H2 of 2026. If absolutely unavoidable just say something like "there may be challenges but we are expecting a significant earnings uptick once we start rolling out in large numbers our AI products" or something along these lines. I know it's semantics but semantics do matter."
X Link @alojoh 2025-10-22T07:50Z 50.4K followers, 23.7K engagements
"Wow Swedens leniency for rape goes back to anonymous judges Sweden hands out very small punishment if the rape was short"
X Link @alojoh 2025-10-22T10:22Z 50.4K followers, 5046 engagements