JAZ Macro retweeted
老特五月访华没带黄仁勋这个事，据说是出发去中国前，对所有要去的人进行了一个背调，然后中情局就把黄仁勋这事儿给捅出来了。
卢比奥看到简报后，应该是擅作主张，把黄仁勋给拿掉了，所以当时出访去中国的名单里面没有黄仁勋。
最后还是特朗普，看到名单觉得非常奇怪，这么大的企业，而且是在风口浪尖上和中国去讨价还价的当口，怎么可能没有黄仁勋呢，再说了，这点事对特朗普来说也不算啥。
所以这就有了黄仁勋紧急飞到阿拉斯加，在半途中登上了空军一号。
这么一来，所有的细节都对上了。
所以很多事情，当时觉得奇怪，但实际上全都是有原因的，无风不起浪。
JAZ Macro retweeted
Apparently there’s a lady named Dana White who is an DoD public affairs assistant and I guarantee you someone recommended her to Trump and he thought they meant UFC Dana White and nobody is allowed to correct him lol
JAZ Macro retweeted
Tesla did not choose to end Cybertruck production. Nobody wanting to buy it is what killed it. Cybertruck is the biggest automotive flop in history designed by a moron who some people still think is a genius.
$TSLA - TESLA TO END CYBERTRUCK PRODUCTION IN MAJOR AI PIVOT
Elon Musk announced Tesla will wind down Cybertruck production by mid-2027, freeing capacity at Gigafactory Texas for Cybercab robotaxi production.
The Cybertruck fell far short of Tesla's 250,000 annual sales target.
US sales dropped 48% in 2025 to just 20,237 vehicles, with another 38% decline through September 2026.
Tesla is now doubling down on AI-powered autonomous driving as its next major growth opportunity.
JAZ Macro retweeted
In a 2023 $TSLA earnings call, Elon Musk claimed Tesla had ***one million*** Cybertruck reservations.
As of now, a TOTAL of approximately 71,000 Cybertrucks have sold.
Today Musk announced that Tesla is DISCONTINUING the Cybertruck.
Securities fraud, anyone?
JAZ Macro retweeted
$SPCX | Binance: Revenue For The Year Sufficient To Cover Losses, So We Do Not Yet Need To Sell SpaceX Shares
JAZ Macro retweeted
Trump isn't mad that his people are taking bribes, he's mad he's not getting a cut
NEWS: Trump erupted after he learned Alina Habba signed a $50 million deal. He told allies she should donate a portion of that money to his future presidential library or another Trump entity. He also suggested the family should not pay out her contract.
nytimes.com/2026/10/29/us/po…
JAZ Macro retweeted
impressive from $TSLA
- miss on revenue
- 2.6% operating margins
- energy, their big growth driver is -16%
- automotive revenue -3%
This is a car company who gaslights people into thinking it's an energy company and here we are with car sales down and energy sales down too.
JAZ Macro retweeted
In Texas, 24 robotaxi crashes were reported to federal regulators in the four weeks ending Sept. 15. statesman.com/business/artic…
JAZ Macro retweeted
$TSLA updated an old friend. $1.5trn market cap. $2bn cumulative core FCF since inception (red bars). Best described as a $100bn run-rate revenue science project that never has and never will make money.
JAZ Macro retweeted
The man standing next to Donald Trump is Mike Caruso, currently on trial for urinating in his 3 year old grandson's mouth.
JAZ Macro retweeted
This is the craziest Trump admin drama happening imo. @AlinaHabba accused @RichardGrenell of stealing millions from her husband. But it turns out the check was from the Congolese govt and her husband is an advisor to the president & owns mines in Congo!?! Shadiest shit possible.
