Pedro Capó

@alojoh Chapeaux Mr. AJ 🎩👏

🔥Nailed it! This trade is up over 20% since Friday. We recommended to add to our subscribers on the hysteria selloff on Friday and explained why. The high return was thanks to margin.

Model Y is #1

@alojoh 🚀🚀🚀

I recommend you watch this short clip 👇

Together with RDW, we have officially completed the final vehicle testing phase for Full Self-Driving (Supervised) and have submitted all documentation required for the UN R-171 approval + Article 39 exemptions. The RDW team is now reviewing the documentation and test results package internally. They have communicated the expected approval for Netherlands date of 4/10, shifting from 3/20 previously and we look forward to successful completion of this cooperation.  Following the Netherlands’ approval, European countries will be able to recognize this approval nationally. We are anticipating a possible EU-wide approval during the summer. Over the past 18 months, this approval has involved a series of intense documentation, development, testing, research & audits. Including but certainly not limited to: – 1,600,000+ km of FSD (Supervised) testing on EU roads – 13,000+ customer sales ride-alongs – 4,500+ track test scenario executions – Thousands of pages of written documentation for 400+ compliance requirements – Dozens of research studies into safety performance/results We're extremely proud of the work conducted with the RDW team up until this point. We very much look forward to the approval in April, and sharing FSD (Supervised) with our patient EU customers!

@alojoh Hi AJ! On a scale of 1 to 10, where 10 is solved, where do you think Tesla and Xpeng stand in terms of autonomy?

Delays are very very costly in a technology race!

First Cybercab off the production line at Giga Texas

@alojoh Well deserved 👏👏👏

Our independent, research-driven investment channel continues to accelerate — we’ve now surpassed 3,700 paying subscribers on X. Over the past 12 months, our subscriber base has grown from 1,682 to more than 3,700 — a 120%+ year-over-year increase. The demand for rigorous, data-driven, no-nonsense financial research is clearly rising. We’re grateful to be building for an audience that values depth over headlines and insight over hype. If you’re looking for signal instead of noise — this is where you’ll find it. x.com/alojoh/status/…

@alojoh 🎯(as usual 👊)

NEWS: According to this article, the Tesla Semi costs $290,000. If true, it suggests our Tesla Semi assumptions — which we’ve been using in our forecasts for nearly a year — have been quite accurate. Back in May 2025, we estimated a 2026 launch price of $280,000 for the 500-mile version. That’s a miss of just 3.4%. It doesn’t move the needle, but it’s another example of how granular our work is and how closely we analyze every single input in our models.

One Team 🚀 x.ai/news/xai-joins…

Autonomy is inevitable

@alojoh Bravo @alojoh 🙌🙌🙌

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🚨 Tesla Q4 2025 Financial Deep Dive 🚨 ✅ 50+ slides + 60-min analyst discussion ✅ Analyst has covered $TSLA since its 2010 IPO All slides included in the thread 👇 Like / repost / comment if this adds value.

As we shift to an autonomous future, Model S & X production will wind down next quarter. If you’d like to own one of them, now’s a good time to place your order. Tesla wouldn’t be what it is today without Model S & X and their (early) owners – thank you for your support over the last decade

We're not in Kansas anymore

For quality of life, it is better to err on the side of being an optimist and wrong, rather than a pessimist and right

Weird, we were told this would never work