Can’t wait for this week’s All-In pod in which Chamath Palihapitiya will re-pivot from last week’s pivot away from his prior pivot about the Big Beautiful Bill. It must be exhausting to not know what you believe until someone tells you.

You all making fun of my boy Chamath Palihapitiya today, but it takes real cowbell to incinerate that much money that fast, ain't no random number generator situation, you gotta be a real OG klepto with skills

This is my updated Tesla 2Q 2025 deliveries estimate including key investor considerations. This is based on latest available reported deliveries data from 43 countries. Subscribers have access via this link: x.com/alojoh/status/…

Just in: Tesla Germany sales at 1,210 vehicles in May. Total market vehicle sales increased 1.2% year-on-year to 239,297 vehicles. The market for BEVs is up 44.9% year-on-year to 43,060 vehicles.

NIO sold 22 vehicles in May in Germany and total 2025 sales are down 45% compared to the same period last year. NIO

Lucid's vehicle sales surge 150% in May in Germany compared to April from 6 to 15 vehicles marking a 4-month vehicle sales record. YTD 2025 sales increased 12%. This could be blockbuster year for Lucid in Germany 🚀🚀🚀. Lucid Motors srcsm

NIO's founder and CEO promises a major breakthrough is always 3 quarters ahead. I remember last year it was all about the "Onvo" brand which was meant to lead the NIO shareholders out of underperformance. This year's promise is one of great volume expansion. I wonder what next

TSLA is down almost 4%. In the attached thread I share my latest view with investors. x.com/alojoh/status/…

Probably this post did it. x.com/alojoh/status/…