Jeff Lutz 🔋
@thejefflutz
CEO high tech manufacturing consulting partnering w/megacap tech on scale, cost, DFX. Ex Corp VP Supply Chain & CQO Motorola, Google, Lenovo. Factory 🏭 guy.
$TSLA: Tesla's Tipping Point Is Here! x.com/i/broadcasts/1…
JPM was bearish... Now ? $TSLA 🤯
🚨BREAKING: JPMorgan tests Tesla Robotaxi in Austin, calling it “solid” & “safe” after full-day trial.
$TSLA - JPMORGAN TESTS TESLA ROBOTAXI IN AUSTIN JPMorgan tested Tesla's robotaxi in Austin for a full day and called it “solid” and “safe.” The firm says future success will depend on traffic and safety data and believes robotaxis could increase pricing power for new car sales.
$JPM CALLS $TSLA ROBOTAXI “SOLID” & “SAFE” AFTER AUSTIN TEST -- CITES PRICING POWER UPSIDE
Probably nothing ... 🙄
Las Vegas hotel occupancy dropped nearly 15% in June and another 17% in early July, according to new data from Smith Travel Research. #MacroEdge
He’s running
Megyn Kelly: “Can a man become a woman?” Rahm Emanuel: “No.” @megynkelly: “That’s so easy! Why don’t more people in your party just say that?” @RahmEmanuel: “Because I’m now going to go into a witness protection plan.”
I find it strange that with no engineers, no compute, public pull back(s), and no plan from many of the companies below, that there are analysts that think "once someone solves autonomy, everyone else will do so quickly thereafter"... It literally makes no sense ...
Imagine cheering for the runners who quit the race because the finish line was harder to reach than they expected.
US trucking volumes are down 14% YoY. The diversion in the direction freight market started in earnest around early February, around the start of some of the chaotic messaging around tariffs began.
Ok @grok in my Tesla was an unexpectedly immersive and enjoyable experience immediately. Just press the grok icon and start chatting… The power of vertical integration is truly remarkable… can see where this is going 🤯
Scott Bessent told me there is no inflation. Why is June 10% higher than May and more tactically why is the stuff I have on subscription from Amazon significantly increasing in price?
Adding this to the weekend viewing roster! @herbertong @CernBasher
EXCLUSIVE interview with Cern Basher @CernBasher $TSLA investors know Tesla’s stock is deeply misunderstood. But why is this? Cern reviews valuation from three angles: Sum of Parts PE Ratio Discounted Cash Flow and explains why traditional metrics miss the mark. Are…
Wind + solar produced 40% of Texas' power for the first half of 2025. Not one conservation call or energy emergency in 2024 or 2025, so you’re deliberately misleading. More importantly: coal kills far more Americans than any other form of energy 👇
The unit economics of the late show turned upside down, not profitable, the whole show and host were canned. Why is this such a surprise? The bigger question is why couldn’t they sell more ads?
CNN and Stelter are very worked up about Colbert getting canned by CBS: “This looks to a lot of Colbert's fans like another form of capitulation by CBS to the President of the United States!"
Q3 is a unique quarter where the $7,500 federal tax credit, state credits, and the new federal interest rate deduction all stack if you qualify on a new Made in USA Tesla 👀 ts.la/jeff2248
⚠️ … look away if you can’t handle a proper edge to edge medium rare 👀 🤤
TESLA CHINA: NEW MODEL Y L Tesla, the company with the lowest COGS per vehicle, ups its game! How will competitors compete? 8 reasons the new Model Y L is a game-changer: ♦️ LOWERS COGS FOR ALL EVs Model Y L boosts production on existing lines. Optimized factories cut COGS for…