X @Herbert Ong
Herbert Ong·2026-04-27 18:53
RT JC Christopher (@JCChristopher)Great commentary here by @nextbigfuture on @herbertong Brighter with Herbert from a few days ago. I’ve mentioned that many folks are looking at the $25 billion CAPEX in a vacuum, and forgetting that Tesla had $15 billion in operating cash flow during 2025 that isn’t just going to go away in 2026.We’re still going to sell cars, power walls, Megapacks, and do service on your Tesla in 2026. Operating cash flow is before CAPEX and free cash flow.And Brian brought up great point ...