[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.]  PG [@pg_417w](/creator/twitter/pg_417w) on x XXX followers Created: 2025-07-24 13:55:23 UTC $UBER $XXX inbound. So much concern here in regards to heating competition from Robotaxi and others. Yesterday’s $TSLA ER with collapsing FCF should put a nail in that for now as it was evidence of what I’ve been saying for a while — Robotaxi is simply not bullish in the short to medium-term and will take significant time to start turning a meaningful profit. Exploding CapEx at a time when revenue & margins are already being put under pressure is no bueno. Relatively high rates are still dragging on auto demand, now add in downward pressure on margins thanks to tariffs… Even the most diehard Tsla bulls need to recognize the potential for turbulence in this name. XXX engagements  **Related Topics** [$tsla](/topic/$tsla) [$uber](/topic/$uber) [stocks technology](/topic/stocks-technology) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/pg_417w/status/1948381498668695981)
[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.]
PG @pg_417w on x XXX followers
Created: 2025-07-24 13:55:23 UTC
$UBER $XXX inbound.
So much concern here in regards to heating competition from Robotaxi and others. Yesterday’s $TSLA ER with collapsing FCF should put a nail in that for now as it was evidence of what I’ve been saying for a while — Robotaxi is simply not bullish in the short to medium-term and will take significant time to start turning a meaningful profit.
Exploding CapEx at a time when revenue & margins are already being put under pressure is no bueno. Relatively high rates are still dragging on auto demand, now add in downward pressure on margins thanks to tariffs… Even the most diehard Tsla bulls need to recognize the potential for turbulence in this name.
XXX engagements
Related Topics $tsla $uber stocks technology tesla stocks consumer cyclical stocks bitcoin treasuries
/post/tweet::1948381498668695981