AJ @alojoh
Early Apple, Amazon, Tesla investor (100x returns). Interest in AI,technology,auto industry,other. Ex investment banker, C-suite corporate finance advisor. London, England Joined November 2014-
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If you are a Tesla investor, please like/repost this so that @elonmusk might see it and make some very needed changes. So, about the recent waves of layoffs at Tesla. Whoever made this decision to put this Tesla supercharger on the 6th floor in the parking building of the…
I posted this 23hrs ago. Since then we got a lot more global automotive disclosure: Tesla's Q1 keeps looking better the more I look at other automakers' financials! Tesla just got a bit unlucky for reporting as the first big automaker. x.com/alojoh/status/…
I posted this 23hrs ago. Since then we got a lot more global automotive disclosure: Tesla's Q1 keeps looking better the more I look at other automakers' financials! Tesla just got a bit unlucky for reporting as the first big automaker. x.com/alojoh/status/…
BYD's profit before tax dropped to $800M in Q1 2024 and the company's pre-tax margin dropped to 4.6%.
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@alojoh @bradsferguson Loving your dedication to the rroast.
@SawyerMerritt @theinformation You have a lot of followers. Once you shared leaked information, you support to spread the news to wider audience. Hence, Elon is pissed. If you were Elon, you must be pissed as well. Think before posting something!
@alojoh I had no idea that Rivian were that far in the hole, $19 bn 🤯. Who is backing them? Lucid by comparison looks positively healthy 🤣
If you are a Tesla investor, please like/repost this so that @elonmusk might see it and make some very needed changes. So, about the recent waves of layoffs at Tesla. Whoever made this decision to put this Tesla supercharger on the 6th floor in the parking building of the…
@alojoh AJ just want to say thanks. I don’t know who you are but you provide damn good competitive analysis. If ever California you’ll have to let me buy you a beer or two! You rule.
@alojoh I am still skeptical about the claims that BYD makes EVs at a profit. They still don't split out their hybrid and EV sales right?
BYD is not doing as good as many believe! Few understand that Tesla's cost leadership has a profound impact on the business and Elon doesn't stop to bring costs even further down.
🔥🔥🔥NEWS: BYD became cash flow negative again in Q1 2024 losing $2,219 million in capital. Unlike Tesla's capital expenditure (capex), BYD's capex is down year-on-year and BYD wasn't spending $1.0 billion on a Nvidia compute cluster. Hence, BYD's Q1 cash burn is objectively…
BYD ceo should stop using social media
🔥NEWS: BYD's revenue and net income dropped of a cliff in Q1 2024 with -30.6% and -47.3% declines quarter-on-quarter (respectively)!
@alojoh @robbyengineer @SawyerMerritt @theinformation absolutely. and it will work as intended, Elon will re-follow in due time, and the kids will definitely be more careful next time. A measured response in my book.
@alojoh Hope you publish chart summaries. They all look bleak to me. I expect stock prices to fall It's an awful time to be an automaker, EV, ICE or any combination in between It's a very exciting time as a car fanatic
@alojoh But that's boring to people. Only bad Tesla numbers make for good headlines. Nobody cares if Ford has bad numbers AGAIN. Obviously they're doing good. Nobody's going bankrupt except the company with the best selling EV model, d'uh 😒 /s
Elon should stop working and explain everything he does to Fred But he only works 100 hours a week and this would take longer Side note: Fred quote posted his quote post of his own post Sad Fred
@alojoh Tesla drove a forklift right through Fisker (Ashlee Vance book reference)
@alojoh @ajtourville @SawyerMerritt @theinformation You've explained it really well and it makes sense to those who can take a step back and read between the lines.
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