@Mojo_flyin Profile picture

Mojo

@Mojo_flyin

Innovation & Disruption. Contrarian. Unboxed. EVs | Tech | Autonomous | Macro-economics. Geo politics - YES. Politics - NO. Not financial advice. Trolls ❌.

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A full wash & wax on $NVDA #AI Ponzi scheme by @FT While they didn't get into $SMCI $DELL inventory stuffing & round tripping to their customers like $MSFT The entire house of cards on which #Coreweave & others funded by #Blackstone $MS $JPM etc is exposed This ends badly 💣

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Mojo Reposted

⚠️ JUST IN: *CHINA RETAIL SALES RISE 4.8% Y/Y; EST. 3.8%; PREV. 3.2% 🇨🇳🇨🇳

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Mojo Reposted

Really? 50% of the employees at the $TSM Arizona fab have been flown in from #Taiwan. While the #American employees are suing $TSM for discrimination against them. Is this what the Chips Act 💵 were meant for? x.com/Mojo_flyin/sta…

Not only is $TSM taking 6.5 bln from Chips while 50% of the ee's in Arizona are #Taiwanese They are being sued for discriminating vs #US ee's & giving preferential treatment to Taiwanese #DonaldTrump & #JDVance are going to kick their 🫏 $INTC $MU wccftech.com/tsmc-sued-by-e…



Mojo Reposted

How about by the crate!

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Mojo Reposted

Leaders of transportation groups from all over the country gathered at the NIO Center | Hefei Advanced Manufacturing Base to learn about NIO’s rechargeable, replaceable, and upgradeable energy replenishment system and create a sustainable and better future together! $NIO

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Mojo Reposted

Here we go! Alibaba $BABA 2QFY25 results are out: Revenue +5% to $337B (BEAT)✅ Adjusted EPS -4% to $2.15 (Major BEAT)✅ Metrics: ➡️Operating Income +5% to $5.02B ➡️Adjusted EBITDA -4% to $6.74B ➡️China Comm. Retail rev +0% to $13.25B ➡️China Comm. Wholesale rev +18% to…

Make or break day for $BABA. 3Q24 results coming out before the markets open today. Estimated Revenue $33.21B (+7% YoY) Estimated Non-GAAP EPS $2.05 (-5.1% YoY) #StocksToWatch

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Mojo Reposted

$Nio #Onvo says deliveries have exceeded 7ku, reiterates monthly volume to exceed 20ku in Mar-25 Onvo L60 orders has far outperformed those of other models launched at the same time w/production orders already lined up for 1Q25 @CnEVPost @NIOGlobal #NIO cnevpost.com/2024/11/15/nio…


#SouthKorea govt #AI super computer faces delays on lack of $NVDA H100 chips That's strange cos there are plenty on the open mkt. Instance prices have crashed from 8$ to <2$ Maybe they could buy them on Aliexpress from #China where they are banned chosun.com/english/indust…


Mojo Reposted

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $NIO Nio's Onvo L60 Exceeds 7,000 Deliveries with Aggressive Growth Plans for 2025 $XPEV $LI $PSNY $TSLA $BYDDY $ZK stockwhiz.ai/us/news/automo…


Mojo Reposted

And all #Coreweave collateral has to post are H100 GPUs - just a fyi @JG_Nuke

#Coreweave raises another 650 mln as the #Ponzi continues. #Magnetar continues to pump hoping for a happy 2025 IPO ending Did they use the 1 bln $MSFT contract in the valuation? All this 💵 will round trip back to $NVDA even as H100 instance prices ⬇️ reuters.com/technology/art…



Mojo Reposted

Sorry but this statement needs an amendment SEC Chair Gensler: “I’ve been proud to serve with my colleagues at the SEC who, day in and day out, work to protect INSIDER TRADERS, HEDGE FUNDS AND UHNWI on the highways of finance.”

SEC Chair Gensler: “I’ve been proud to serve with my colleagues at the SEC who, day in and day out, work to protect American families on the highways of finance.”



#Coreweave raises another 650 mln as the #Ponzi continues. #Magnetar continues to pump hoping for a happy 2025 IPO ending Did they use the 1 bln $MSFT contract in the valuation? All this 💵 will round trip back to $NVDA even as H100 instance prices ⬇️ reuters.com/technology/art…


Mojo Reposted

JD.com’s Q3 earnings beat expectations, sales of home appliances, digital products back to growth driven by trade-in subsidies yuantalks.com/jd-coms-q3-ear…


$INTC #LunarLake takes down $AMD #StrixPoint in the integrated graphics bake off.

Intel takes down AMD in our integrated graphics battle royale — still nowhere near dedicated GPU levels, but uses much less power trib.al/uvmoTmN

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Mojo Reposted

#Chinese A-shares at starting point of “marathon rally”, home price stabilization in core cities, social financing recovery to be key signal – Citic Securities yuantalks.com/chinese-a-shar…


Mojo Reposted

YOU ARE NOT READY FOR THIS: RENAISSANCE TECHNOLOGIES ACQUIRED 12,236,000 SHARES OF $NIO IN Q3 JIM SIMONS WOULD BE PROUD?

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Mojo Reposted

This creator cut out all Chinese references for the XPENG AEROHT video and got great hype from the Elon fanboy crowd.

Stuck in traffic? Just tell the car to go home & take to the sky.



Not only is $TSM taking 6.5 bln from Chips while 50% of the ee's in Arizona are #Taiwanese They are being sued for discriminating vs #US ee's & giving preferential treatment to Taiwanese #DonaldTrump & #JDVance are going to kick their 🫏 $INTC $MU wccftech.com/tsmc-sued-by-e…

What's really going to drive DJT crazy is when he finds out half the employees at the Arizona $TSM fab have been shipped in from #Taiwan Who've been giving birth at speed so their children can have American citizenship while $INTC is hiring Americans taiwannews.com.tw/news/5941095



Mojo Reposted

Shame on you @Reuters what are you talking about “struggles to shake off consumption weakness?” Revenues grew 5.1% YoY! They also MET revenue estimates and massively BEAT earnings estimates (nearly 50% YoY growth!). Stop being an anti-China propaganda machines. Just report the…


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