m0rph3V's profile picture.

Adrian

@m0rph3V

Sheep are easily misled. It takes work (and courage) to dig deeper and find out what’s really happening.

This is the chart MSM doesn't want you to see in their "Tesla is crushed by BYD" narrative. The truth is... Tesla crushes it in China, BYD's home market, with just TWO models: Model Y raking in $2B+ alone, more than any single BYD EV. But BYD's 30-model swarm adds up to $3.1B…

alojoh's tweet image. This is the chart MSM doesn't want you to see in their "Tesla is crushed by BYD" narrative. 

The truth is...

Tesla crushes it in China, BYD's home market, with just TWO models: Model Y raking in $2B+ alone, more than any single BYD EV. But BYD's 30-model swarm adds up to $3.1B…


RIP Rivian retail investors 💀

Rivian is guiding for a 12% guidance miss compared to guidance last 'reaffirmed' in April. @Rivian Rivian took down 2025 delivery guidance 2 times this year and labelled the most recent reduction fa***ely as "narrowing". Rivian sold 13,201 vehicles in Q3 but reduced guidance…



Concerning development

We are alarmed by reports that Germany is on the verge of a catastrophic about-face, reversing its longstanding and principled opposition to the EU’s Chat Control proposal which, if passed, could spell the end of the right to privacy in Europe. signal.org/blog/pdfs/germ…



Adrian reposted

I highly recommend investors read this thread: NIO's share price rallied over 70% in the last two months and currently is in a significant bubble exposing investors to enormous risks. This thread explains in details why the stock is in a bubble. 1) NIO likely to miss full…

alojoh's tweet image. I highly recommend investors read this thread: NIO's share price rallied over 70% in the last two months and currently is in a significant bubble exposing investors to enormous risks. 

This thread explains in details why the stock is in a bubble. 

1) 
NIO likely to miss full…

Most thorough analysis about Chinese car manufacturers you'll find on the www.

News: NIO missed midpoint of Q3 2025 guidance range by 2.2% and grows at less than half the rate of Xpeng and Leapmotor. Amongst peers (see attached) NIO reported the largest guidance miss and the slowest year-over-year growth rate (except Li Auto). Year-over-year growth: 1.…

alojoh's tweet image. News: NIO missed midpoint of Q3 2025 guidance range by 2.2% and grows at less than half the rate of Xpeng and Leapmotor. 

Amongst peers (see attached) NIO reported the largest guidance miss and the slowest year-over-year growth rate (except Li Auto). 

Year-over-year growth: 
1.…
alojoh's tweet image. News: NIO missed midpoint of Q3 2025 guidance range by 2.2% and grows at less than half the rate of Xpeng and Leapmotor. 

Amongst peers (see attached) NIO reported the largest guidance miss and the slowest year-over-year growth rate (except Li Auto). 

Year-over-year growth: 
1.…


Adrian reposted

Once Chuck realized that importing voters was a surefire way for Dems to win elections and create a permanent one-party state in America (just like happened in California and New York), he became very much in favor of bribing illegals to come to America!

Chuck Schumer once recognized that it was disastrous to give illegal aliens rewards for breaking the law. Now he wants to shut down the government unless we…reward illegal aliens for breaking the law.



Again NIO is underdelivering and here's the only critical account reporting on it. @alojoh I feel sorry for all the retail investors that get deceived by this fraudulent CEO and his team of paid proxies 😔

I predict that NIO @NIOGlobal will miss its Q3 2025 delivery guidance midpoint of 89,000 units and fall short of its full-year target of 440,000 units by at least 20%. If this happens, 2025 would mark the third consecutive year in which management failed to meet its own…



Not one single analyst out there goes even remotely as deep as this one 👇🏼

Perhaps you should point out that sales are likely to drop off soon instead of hyping the current sugar high. William kindly ignored to mention: 1) Q3/Q4 seasonal factors: We are entering the strongest auto sales season in China driving overall sales across the industry. 2)…

alojoh's tweet image. Perhaps you should point out that sales are likely to drop off soon instead of hyping the current sugar high. 

William kindly ignored to mention: 
1) Q3/Q4 seasonal factors: We are entering the strongest auto sales season in China driving overall sales across the industry.  
2)…


This is a true service to mankind. Not even exaggerating.

Deutsche Bank estimates NIO will barely meet the low end of Q3 guidance even though NIO issued this guidance only three weeks ago! (September 2) How is this possible after claimed successful launches of new vehicles? 1. Nio said on September 2 they expect 87,000 to 91,000…

alojoh's tweet image. Deutsche Bank estimates NIO will barely meet the low end of Q3 guidance even though NIO issued this guidance only three weeks ago! (September 2)

How is this possible after claimed successful launches of new vehicles? 
1. Nio said on September 2 they expect 87,000 to 91,000…


Adrian reposted

NIO has a smart way of handling new car launches. They build up stock of models like the L90 ahead of time, before the official release. That lets them deliver a bunch right away, making the most of all the buzz when people are most excited. It ends up making the launch look…


Adrian reposted

In the second quarter of 2025, all automakers—except for loss-making or marginally profitable Chinese manufacturers—reported a year-over-year decline in profitability.

alojoh's tweet image. In the second quarter of 2025, all automakers—except for loss-making or marginally profitable Chinese manufacturers—reported a year-over-year decline in profitability.

Adrian reposted

Following the recent launch, NIO's ES8 advanced to the third-most searched vehicle in China, though it did not surpass the Tesla Model Y or the enduringly popular Xiaomi SU7. A comparable surge in interest was observed with the introduction of the NIO Onvo L90, which temporarily…

alojoh's tweet image. Following the recent launch, NIO's ES8 advanced to the third-most searched vehicle in China, though it did not surpass the Tesla Model Y or the enduringly popular Xiaomi SU7.

A comparable surge in interest was observed with the introduction of the NIO Onvo L90, which temporarily…

Let me get this straight. This is the account on X that provides the most value and if you subscribe the most bang for the buck by a wide margin. Even if you look beyond the technical and financial reporting he does, AJ has a set of values that most would describe as based.…

This post is unavailable.

Support the Bitcoin network by spend and replace!


Priorities of the EU: 1.) Rules and regulations 2.) Value of human life Let that sink in.


What a pleasure to have a perfect ristretto!


True Bitcoin Maxis spend and replace.


Loading...

Something went wrong.


Something went wrong.