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![BluthCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::521736270.png) Oh Come On! [@BluthCapital](/creator/twitter/BluthCapital) on x 9641 followers
Created: 2025-07-23 22:26:51 UTC

Somehow last Q, as an OEM w long term commitments, Capex fell by $1B amidst a terrible Q. 
Next Q capex right back up by $1B. 

Anyone who knows anything about manufacturing knows this rapid variability on demand is impossible with fraud. $TSLA

![](https://pbs.twimg.com/media/Gwk2HtGakAACZ4B.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948147825789026351/c:line.svg)

**Related Topics**
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[Post Link](https://x.com/BluthCapital/status/1948147825789026351)