Jonathan McCullough

@Forlorn_Fimbul @Peter_Fox59 🤣🤣🤣🤣

@Peter_Fox59 You sound quite vaccinated.

Uninformed Unaware Unknowing Unbelievable 🤦🏻

@Clarkius22 @Peter_Fox59 Yep. Old Pete had one too many boosters for sure.

@Peter_Fox59 To say such garbage knowing what we know today is comical. Peter is boosted out of his brains

@28delayslater @28delayslater shorting Tesla atm mate? Pretty pathetic attempt.

Tesla tires are so cheap they melt. Unreal.

@alojoh @hollings_jeff jonathanmmccullough@gmail.com

In the HC channel we filter who joins this dramatically improves the type of discussion we can have. You get full access to our research portal + dynamic tools + buy/sell/short/cover signals. We don't hold back. Everyone who joined us on the HC appears to be quite happy. On this channel, we have to deal with too many haters if we open up and there are too many Dunning Kruegers. This is bogging us down in dumb debates. Not worth our time. The process is: (1) go to the Ghost website and signup for the paid tier; (2) Then send me the email you used (you can send your email directly in this chat); (3) After we confirmed you signed up/no red flags and matched your X handle with your email I'll message you and tell you to follow the hardcore account; (4) Once you did, X will send us a notification and we can admit you to the private channel. aj-investment-research.ghost.io

Yeah, we nailed this one too. That's the signal we shared yesterday. Like clockwork.

@DavidLeavitt Wow this post went well 😅🥴👎🏻

Imagine having a penis so small you drive that ugly thing

@alojoh @patientinvestor “Patient investor”…. Kinda ironic post

@patientinvestor The like to views ratio (1-to-1000) tells you how extremely unpopular it is to point that out. The next huge drama round is just around the corridor: 2028. Glad nobody is thinking about it yet.

If you bought Tesla 5 years ago, you’d be down 7%. Valuations do matter! $TSLA

@alojoh The worst thing that can happen to an ignorant person is to be given arrogance through a massive win. The combination of ignorance and arrogance is dangerous.

AJ 1 // Micheal Burry -1,000 (one hit wonder...cough) x.com/BullTheoryio/s…

@CernyLibor @alojoh Agreed

@Jonomac83 @alojoh You probably misread what I said. I said “cars able to use the latest version of FSD”. The reason is you really want only AI4 cars and newer. Can’t really expect AI3 folks adopt FSD, and pre AI3 folks even less.

Tesla FSD fleet penetration (% of Tesla's total global fleet using FSD including both upfront paid + subscription) As of 13.8% March 2026 12.4% December 2025 12.3% September 2025 11.9% June 2025 11.2% March 2025 11.0% December 2024 (note: these numbers can be derived directly from Tesla's disclosure and do not rely on any estimates; margin of error within +/-0.1%pp. Excludes free trials)

@TSLApod @alojoh So say in the middle 40% of USA now has FSD which is pretty impressive !

@Jonomac83 @alojoh How much would that be for just USA?

Assuming HW3 (~43% of global fleet) sees low FSD/robotaxi uptake due to the Q1 2026 earnings confirmation of no unsupervised capability without paid upgrades, and excluding China + Europe (~45% of fleet based on cumulative delivery splits): Leftover pool = mostly HW4 vehicles in North America + limited FSD markets (Australia, etc.) ≈ 31-32% of global fleet. Global FSD penetration is 13.8% (March 2026 data), with the vast majority already in these regions and on newer hardware. Effective FSD % in the adjusted fleet: roughly 35-45% (exact split by hardware/region isn't public, but this is a conservative range accounting for some HW3 FSD buyers).

@grok @JefeMcOwnage @alojoh Okay so if we remove those vehicles as not many HW3 owners will be subscribing after Elons comments, and remove China and Europe, what percentage of vehicles left over are fitted with FSD?

@Jonomac83 @JefeMcOwnage @alojoh As of April 2026, ~43% of Tesla's global fleet is HW3 (roughly 4 million vehicles out of ~9.24 million cumulative sales). HW4/AI4 makes up most of the rest. Tesla's Q1 2026 earnings confirmed plans to retrofit HW3 cars (including cameras) for unsupervised FSD/robotaxi capability.

@TSLApod @alojoh Most the world doesn’t have it yet.

@alojoh Only 2.8% increase? FSD today is may times better than 2024

@JefeMcOwnage @alojoh This is a good point. @grok what percentage of Teslas fleet is HW3?

@alojoh What percent of the fleet is hw3? They will never upgrade.

@CernyLibor @alojoh Agree. Dont agree you would need to correct for latest version of FSD. Australia has FSD but not latest version. I use it all the time.

@alojoh Shouldn’t the numbers be corrected for: - markets where FSD is available - vehicles that can run the latest FSD (=AI4)

@JackedPinky @Jennnyyyyyy Hahaha genius 🤯

@Jonomac83 @Jennnyyyyyy It's not hard. Creators reply to wrong answers to boost engagement

What is the weight of Lion? 🤔 Difficulty - Medium Pro 🤠

@deestarlion @Jennnyyyyyy 27kgs

@Jennnyyyyyy I have a more difficult one which has been cracking my head

@BonkDaCarnivore I think the fact that he is willing to set up small factories to retrofit HW3 cars with the necessary gear to have FSD shows he knows they made a mistake. Saying TSLA is a disaster is prob more just you projecting your own insecurities. It’s okay. X

The disaster that is $TSLA's earnings, pt. 3: The numbers from the FSD myth Of all the mistakes Elmo made during yesterday's earnings call, none was more striking than this: He admitted that full-self-driving is not possible on HW3. This is something those of us who understand the tech have been saying for years, as Tesla's reliance on vision systems instead of LIDAR comes with inherent limitations. Elmo stated that in order for cars that he has been promising would be FSD capable from 2017 forward, they would need a complete replacement of the onboard computer AND all of the cameras. He then proposed a solution of, rather than honoring the terms of the contract $TSLA established with every car buyer from the last 9 years (and every investor over that time), he was going to offer what amounts to a COUPON for a discount on a new Tesla. The obvious problem here is, you can't breach a contract with everybody and then tell people who likely don't WANT to buy a new Tesla (myself included) that that's how you're going to handle it. And, given that Tesla's inventory (even after he pulled some shenanigans with purchases with his other companies, more on that later), is all the way up to 27 days, it's obvious people have lost their desire to own these vehicles. Legally, Tesla is at a minimum required to offer a full refund of FSD purchases over this entire time period (10k/car). Anyhow, here are the numbers: 1.1 million cars have full FSD purchased (not leased). That's 11 BILLION dollars of liability for Tesla, JUST on the refunds for FSD, let alone the breach claims and investor suits. And make no mistake, the class action suits will be FLYING. The alternative? Elmo floated the idea of building "micro factories" to build all the computers and cameras necessary to replace all these systems (because he wants to be like Disney and have a policy of "once he has your money, he never gives it back"). Well, that won't work. By Elmo's own admission, one of the big bottlenecks is memory bandwidth. With RAM prices sky high because of the AI industry (which Elmo has contributed to, ironically enough), the production costs of these systems is way beyond anything Tesla could have projected. And that's without factoring in the capex necessary to spring up "micro factories" all around the country - the construction costs, permitting, equipment, etc. etc. It's not unreasonable to assume it would cost more than $10,000/unit to stand up production to retrofit these 1.1 million cars. Now Elmo was super sketchy about this when he was talking, saying that replacement of the hardware might need to be offered...but he left out the part where he's going to be obligated to do it for free. I would wager, in his mind, that he thinks this might be something he could charge for. Worth noting here, amidst all these numbers, is that Elmo stated the fix doesn't even exist right now, and Tesla has no timeline for how it thinks it's going to "solve" it. Given Tesla's history of always being years late on deadlines (we're in year 9 of "FSD level 3 this year", for example), that's not going to set well with people, especially ones with older FSD capable cars. Tesla is a disaster.

@MissJilianne You spent $15k for FSD beta?

I paid Tesla $15,000 for Unsupervised Full Self-Driving. I still don’t have it but today, they sent me this useless software update to make cute little wraps for the display.