While he shamelessly still spam /pennystocks, /nasdaq, etc. as usual and face public humiliation.

The cringe lies in every new "Report" is going through the roof and he know he will lose face posting it here.

Highlight of the lies:

1. Positive gross margins, "average gross margin of more than 30%"

Blatant lie, actual gross margin is -1280% as explained.

2. "Burdens and debt associated with the vehicle business blah blah blah"

So do you want to do cars or not? claiming automotive still remain the core in Q2 press to hopefully persuade some bagger not to sell, yet emphasizing that car business is dragging the company finance down.

3. "we will accelerate compliance certification under the FCC’s new policy and continue capturing the significant value created by this favorable change"

Any shit news can be described as favorable at this point of Jia's universe, including delisting

4. "maximize value for FFAI investors"

You get the joke, Jia has been "maximizing" investor's value every single week, -99% in this year alone. The Aug.13-14 stock price surge and supression is exactly the result of Aug.12 voting pass for unlimited share issue, millions of new shares printed right after for arbitrage dumping on gullible investors buying the narrative.

Was I wrong with this image? NO
(oh we overestimated their sales capability, looks like all they sold are robot dogs, near zero expensive humonid, all the demonstrations were wasted)
FF employee tried crazy to vote down that post, facepalm, but rest assured they'll vote down this post again

https://preview.redd.it/6v4gm4r5l7jh1.png?width=1080&format=png&auto=webp&s=4a0896e505791d9d23c65b1d858ea79ea0c3695c

Revenue: $836K for the three months ended June 30, 2026, compared with $54K in the year-ago quarter (1,448% YoY).

1448%, what a great number, oh wait, you sold pretty much NO CAR last year.
and even miss the consensus estimated of $1.38M to 2.3M target

FF reported cost of revenue of $11.54 Million
Gross profit = 836K - 11.54M = -$10.7M (to generate $1 of revenue, FF spent $13.8 in direct cost)
WHAT A BRILLIANT BUSINESS RESELLING AGIBOT IS
That's a LEGENDARY -1280% GROSS MARGIN 😂😂

NET INCOME: $-36M well predicted previously .
"IMPROVED YoY" from last year, of course improved vastly as you ARE NOT DOING CAR ANY MORE,
R&D spending slashed as it's resell business, workforce layoff, deferring vendor payables, etc.
It's an embarassing number for just RESELLING ROBOTS with LESS than $1M revenue.
$836,000 divided by 220 units shipped during Q2 -> $3800 per unit, LMAO

There's nothing else to say, the whole clown show and stock price movement has been explained and the numbers are well in prediction, even the PR words are predicted.

As disclosed from balance sheet as of June 30, 2026
CALCULATION: Current Monthly Operational Cash Burn: ~$9.42 Million per month.
Total Stockholders' Equity: Merely $1.41 Million.
Restricted Cash: $42.5 Million (encumbered by debt agreements/collateral and not freely usable for general payroll or vendor payments).
Total Liabilities: ~$278 Million.
Without additional funding (more convertible debt, loans), FF's liquid cash reserves can only cover less than 15 - 30 days of operation.

PS: ABOUT CARS

They have to mention cars somehow to shut some investor's mouths off.
"limited deliveries of the FF 91 continued; FF 91 production at Hanford", who still buy this, let me guess, someone will.
"The company paused assembly and deliveries of the FX Super One in the U.A.E." they finally admitted it, after it's already a well-known fact months ago. Stalling is FF's standard business trick

As expected

PR teams trying to create more lie about the meetings, such as
"Institutional investors' confidence in the Company's business prospects"
https://app-us.ff.com/ff-v3/news/1589

It's all cliche now, we know how Jia/Jerry/FF PR team is like.

The real horror show is always the small print at the bottom, not formatted so they hope you don't read it.

Here's a formatted one for civilized people, simply count how many holes are on this sinking ship.
The FCC ban has been quietly added 🤣

Key Risk Disclosures

1. The Company’s ability to continue as a going concern and improve its liquidity and financial position;
2. the Company’s ability to pay its outstanding obligations, which it currently lacks;
3. the availability of sufficient share capital to meet its current obligations and execute on its strategy;
4. the willingness of convertible noteholders to fund the Company;
5. demand for the Company’s robotics products;
6. the ability of B2B preorder companies to locate customers to purchase our robotics products, on which their nonbinding preorders substantially depend;
7. competition in the robotics industry, which includes companies with far superior experience, funding and name recognition;
8. the ability of the Company to build an EAI education ecosystem that serves both the B2C consumer market and the B2B institutional education market;
9. the acceptance by teachers and students of the Company’s robotics products in the education market;
10. the ability of the Company to expand into additional markets for its robotics products;
11. the Company’s reliance on a single OEM for most of its robotics products;
12. the Company’s reliance on Chinese OEMs for ALL of its robotics products;
13. the possibility of the federal government banning imports of Chinese robotics products;
14. the Company’s ability to get the planned robotics products to comply with all applicable U.S. rules and regulations;
15. the ability of the robotics OEM to timely supply robotics to the Company;
16. tariff uncertainty for imported products, particularly from China;
17. demand from automobile dealers for robotics products;
18. the Company's ability to homologate FX vehicles for sale;
19. the Company’s ability to secure the necessary funding to execute on the FX strategy, which is substantial; (so DONT ASK ABOUT CAR)
20. the Company’s ability to secure an occupancy certificate covering all of its Hanford facility;
21. the Company's ability to remediate its material weaknesses in internal control over financial reporting and the risks related to the restatement of previously issued consolidated financial statements;
22. the Company’s limited operating history and the significant barriers to growth it faces;
23. the Company’s history of substantial losses and expectation of continued losses;
24. the success of the Company’s payroll expense reduction plan; (so still no successful reduction on Jia / Jerry)
25. the Company’s ability to execute on its plans to develop and market its vehicles and the timing of these development programs;
26. the Company’s estimates of the size of the markets for its vehicles and cost to bring those vehicles to market;
27. the rate and degree of market acceptance of the Company’s vehicles;
28. the Company’s ability to cover future warranty claims;
29. the success of other competing manufacturers;
30. the performance and security of the Company’s vehicles;
31. current and potential litigation involving the Company;
32. the Company’s ability to receive funds from, satisfy the conditions precedent of and close on the various financings described elsewhere by the Company;
33. the result of future financing efforts, the failure of any of which could result in the Company seeking protection under the Bankruptcy Code;
34. the Company’s indebtedness;
35. the Company’s ability to use its “at-the-market” program;
36. insurance coverage;
37. general economic and market conditions impacting demand for the Company’s products;
38. potential negative impacts of a reverse stock split;
39. potential cost, headcount and salary reduction actions may not be sufficient or may not achieve their expected results;
40. circumstances outside of the Company's control, such as natural disasters, climate change, health epidemics and pandemics, terrorist attacks, and civil unrest;
41. risks related to the Company's operations in China;
42. the success of the Company's remedial measures taken in response to the Special Committee findings;
43. the Company’s dependence on its suppliers and contract manufacturer;
44. the Company's ability to develop and protect its technologies;
45. the Company's ability to protect against cybersecurity risks;
46. the ability of the Company to attract and retain employees;
47. any adverse developments in existing legal proceedingsor the initiation of new legal proceedings;
48. volatility of the Company’s stock price.

Jia's friend Streeterville Capital LLC is having another field day, FUN!
Free cheap PR surge on the special meeting, spin the bad news into good one, yes!

https://preview.redd.it/8uks83yu46jh1.png?width=783&format=png&auto=webp&s=30597f62c2dd859ac5c2ece2b5bc38d9b59e42c0

PICK YOUR WINNER

Metric	Scenario A (PR Spike First)	Scenario B (Immediate Dump)
Initial AH / Open Price	$5.00 – $6.20 (+15% to +40%)	$2.80 – $3.50 (-20% to -35%)
Catalyst Driver	Headline "Robotics Revenue Growth"	Net Loss, Legal Liabilities & Cash Burn
Duration of Rally	2 to 6 hours max	None (Immediate sell-off)
3-Week Target	$2.00 – $2.50	$1.50 – $2.00
Structural End State	Debt-conversion dilution absorbs bids	Debt-conversion dilution forces new low

Scenario A: The Temporary PR "Pump" & Multi-Week Bleed (40% Probability)

• The Trigger: FFAI reports top-line Q2 robotics revenue in the $1.5M to $3.0M range (recognizing a portion of the 394 reported unit shipments) alongside headlines touting "thousands of percent YoY revenue growth" and progress toward its "2,000-unit target."
• Immediate Reaction (After-Hours / Friday Morning): Retail day traders and social media accounts focus exclusively on the positive top-line growth. High-frequency momentum algorithms trigger a brief buying surge, pushing the stock up to $5.00 – $6.20.
• The Reality Execution: Institutional lenders (now holding unlimited conversion clearance via Proposal 1) step into the volume peak. They convert debt at guaranteed 15% discounts to market VWAP and flood the order book with sell orders.
• The Outcome: The brief rally dies within 24 to 48 hours. Over the following 2 to 3 weeks, continuous debt dilution causes the stock to bleed steadily down toward $2.00 ($5M market cap threshold).

Scenario B: The Immediate GAAP Breakdown & Rapid Collapse (60% Probability)

• The Trigger: The Q2 report reveals that GAAP revenue recognition is minimal (due to consignment/distributor terms), gross margins remain deeply negative due to unabsorbed Hanford factory leases, and GAAP Net Loss exceeds -$45M to -$60M driven by massive non-operating debt-conversion penalties.
• Immediate Reaction (After-Hours / Friday Morning): The lack of top-line surprise or an explicit SEC "Going Concern" warning triggers immediate panic selling. Algorithms hit bid stacks, causing an immediate gap down to $2.80 – $3.50.
• The Outcome: With retail sentiment shattered, the stock lacks the buying depth needed for lenders to dump large blocks at higher prices. Lenders are forced to lower their sell limit orders continuously to clear debt before exchange rules kick in, accelerating the decline toward $1.50 – $2.00 over 7 to 10 trading sessions.

Event transcript

Koti Meka (CFO, Faraday Future Intelligent Electric Inc): Good morning, and thank you all for attending this special meeting of stockholders. My name is Koti Meka, and I am the CFO of Faraday Future Intelligent Electric Inc. Pursuant to the company's bylaws, I will act as Chairman of today's meeting, and Todd Harrington, our General Counsel and Corporate Secretary, will act as Secretary of today's meeting. I am joined virtually by members of the Board of Directors, each of whom is a nominee for election, and other members of our executive management team. For purposes of today's meeting, the company has appointed Jim Reid, a representative of American Election Services, LLC, as Inspector of Election. Mr. Reid has signed the customary oath of office to execute his duties with strict impartiality. We will file this oath with the records of the meeting. The meeting will now officially come to order.

Koti Meka (CFO, Faraday Future Intelligent Electric Inc): We are holding this meeting in accordance with the proxy statement and the notice of special meeting of the stockholders mailed on or about July 15, 2026, to each stockholder of record at the close of business on June 17, 2026, which we refer to as the proxy statement. We will proceed with the formal business of the meeting as set forth in the proxy statement. On the virtual meeting webpage, you will find the agenda for the meeting. You will also find the rules of the conduct for today's meeting. Please review these rules carefully. Note that only stockholders who are logged in to the meeting using their 16-digit control number will be able to vote at today's meeting.

Koti Meka (CFO, Faraday Future Intelligent Electric Inc): If you have any questions during this meeting about one of the matters in the agenda to be voted on during this meeting, please submit them by typing in the field under the Ask a Question header on the left-hand side of your screen and clicking Submit. We will answer questions on any matters in the agenda to be voted on before the voting is closed. Any other questions can be submitted to the company separately by contacting investor relations at ir@ff.com. Mr. Harrington, as Corporate Secretary of the company, please report on the mailing of proxy materials, the number of shares represented at the meeting, and whether a quorum is present.

Todd Harrington (General Counsel and Corporate Secretary, Faraday Future Intelligent Electric Inc): Thank you, Koti. I present an affidavit of Broadridge Financial Solutions that notice of this meeting was given to all stockholders of record commencing on July 15, 2026. On the record date of June 17, 2026, there were 346,161,912 shares of common stock outstanding and entitled to vote on all matters. 5,071,258 shares of Series B preferred stock outstanding and entitled to vote on all matters. 11,502 shares of Series C convertible preferred stock outstanding and entitled to vote on all matters with each share of Series C convertible preferred stock having 3,846 votes. I have received a preliminary report from the Inspector of Election showing that at today's meeting, common stockholders holding at least one-third of the outstanding shares entitled to vote, which is the minimum amount to establish a quorum, are present in person or represented by proxy.

Koti Meka (CFO, Faraday Future Intelligent Electric Inc): Based on Mr. Harrington's report, I declare that a quorum is present and the meeting is duly convened. A complete list of the holders of record of the outstanding shares of the company's stock on the record date for the meeting is available on your screen if you have logged in to the meeting using your 16-digit control number.

Todd Harrington (General Counsel and Corporate Secretary, Faraday Future Intelligent Electric Inc): Thank you, Koti, and good morning, everyone. We will now proceed with the formal business of this meeting. If you have already submitted a proxy by telephone, internet, or email to authorize how your shares will be voted at today's meeting, your vote is already in and counted. If you have not already submitted your proxy or if you would like to revoke your prior proxy and vote today, please follow the instructions available on the virtual meeting portal to electronically vote your shares at today's meeting. The polls will open for voting following the presentation of all the proposals and after a question-and-answer period about the proposals.

Koti Meka (CFO, Faraday Future Intelligent Electric Inc): There are three proposals to be considered by the stockholders at this meeting. Information about each item, including the vote necessary to approve the item, is described in the proxy statement. The first item to be acted upon today is approval of the issuance of the company's Class A common stock to the holder of certain convertible notes in accordance with Nasdaq Listing Rule 5635. The board recommends a vote for the approval of the private placement proposal as disclosed in the proxy statement. The second item to be acted upon today is approval of an amendment to the charter to change the company's name from Faraday Future Intelligent Electric Inc. to Faraday Future Physical AI Ecosystem Inc. The board recommends a vote for the approval of the name change proposal as disclosed in the proxy statement.

Koti Meka (CFO, Faraday Future Intelligent Electric Inc): The third item to be acted upon today is approval of one or more adjournments of the special meeting by the company from time to time to permit further solicitation of proxies, if necessary or appropriate, if sufficient votes are not represented at the special meeting to approve one or more proposals at the time of such adjournment, or if otherwise determined by the chairperson of the special meeting to be necessary or appropriate. The board recommends a vote for the approval of the adjournment proposal as disclosed in the proxy statement. If you have any questions that you have not already submitted, please submit them now.

Koti Meka (CFO, Faraday Future Intelligent Electric Inc): As there are no other matters for consideration at the meeting and no remaining questions about the matters to be voted on at this meeting, I declare the polls for each matter to be voted on at this meeting are now open. If you are attending this meeting as an eligible stockholder as of the record date, please follow the instructions available on the virtual meeting portal to vote your shares now. If you have already submitted a proxy and do not want to change your vote now, it is not necessary for you to vote again. We will leave the polls open for approximately 1 more minute to allow anyone who chooses to vote electronically to cast their ballots. If you have any technical difficulties with voting, please call the technical support number provided on the virtual special meeting website.

Koti Meka (CFO, Faraday Future Intelligent Electric Inc): The polls are now closed, and voting on the matters set forth in the notice of special meeting has concluded. All electronic ballots will now be counted by the Inspector of Election. I have received a report of the Inspector of Election. The report of the Inspector of Election confirms that a quorum is and has been in attendance at the meeting. It also shows that based upon a preliminary count of the shares voted by proxy at this meeting, proposals one and three have been approved. The report of the Inspector of Election has been accepted and approved and will be attached to the minutes of the meeting. The actual results of the vote today will be reported in a Form 8-K to be filed with the Securities and Exchange Commission within the next four business days. This concludes today's special meeting.

Koti Meka (CFO, Faraday Future Intelligent Electric Inc): I'd like to thank you for attending today's meeting and for your ongoing support of our company. There being no further business to come before the meeting today, I declare this meeting adjourned.

Operator: This now concludes the meeting. Thank you for joining, and have a pleasant day.

Quick summary:

Proposal 1: Issuance of Class A Common Stock to Convertible Note Holders (PASSED, here comes the flood)

Proposal 2: Corporate Name Change - NOT APPROVED / UNRESOLVED AT CLOSE
(In Delaware corporate law, name changes require an absolute majority of all outstanding shares, as you could imagine a lot of people want CARS don't want that stupid new company name)

Proposal 3: Adjournment Proposal (PASSED - the clown show will go on)

Like a clockwork, money is falling from the tree

It's almost embarrasing that everything is so well predicted

• Jia's weekly narrative update, stock websites AI bot distribute the news ->
• New retail investors hooked / old sunk-cost syndrome investor bet on hope ->
• small or large surge pre-market or on market-open ->
• algorithm kick in, full supression by the end of day, but be "GENTLE" ->

Repeat, keep it subtle, so we convertible debt owner don't look evil.
until special meeting tomorrow, pandora's box day

Father of pivot, king of narrative, god of accounting, grandmaster of scam

Since that timeline after recent RS did not show the big picture, here's the "bigger picture" that I assembled.
How Jia managed to trap a lot of retail investors can be seen on the chart.

Believe or not Jia have FULL Chinese version of his weekly reports on his social media, trying to still drag in some Chinese investors. Though all of them now completely pissed off after the recent RS calling him ******* scammer

On popular social media in China, such as RedNote.
There's hundreds of comments under posts about YT Jia's recent news analysis/expose.
【贾跃亭】 is an infamous household name that attract people to comment, much more than on Reddit.

While most comments calling the "scam", "money laundering", "nice job scamming Americans", and other swearing, many invented new nicknames:
"Father of pivot", "king of narrative", "god of accounting", "grandmaster of scam"
YT Jia's signature slogan "suffocate for the dream" when in LeEco is now considered the classic mockery of himself (and the investors).

A few people start to ”admire” Jia that he can keep the grand scam for that long ( even before he escape China, his fraud amount is quite something ).

There's quite a few prominent Chinese billionaires and tycoons who did manage escape China after their company/scheme collapse. You might know a few, including the boss of Evergrande. Most got 15 - 20 of year of prison time and there's even one for life sentence

\"Self-developed\"

We all know Jia's favorite trick, slap a FF logo onto Agibot's software, change a few lines of code, modify anything with word Agibot into FF, tweaking parameters and say "hey, we developed this from scratch! built in USA!!! nothing to do with China anymore".

Here's all you need to know, Agibot's full spec of their BLOS teleoperation VR set.
https://www.agibot.com/products/VR

Multi-robot control platform Linksoul (see User Manual at the end for full introduction)
It has over 20 languages integrated for A3's international market, Jia don't even need any translation work.
https://linksoul.agibot.com/en
Awaiting Jia's cringe re-naming for FF's equivalent, if it ever materialize before delist.

Heavy word from Jia's mouth never sounds so cheap, he might as well just claim he invented EV.

① FF Regains Nasdaq Listing Compliance
② Self-Developed Universal BLOS Teleoperation & Multi-Robot Control Platform Ready for Deployment; Security & Inspection Solutions Upgraded
③ "Built in USA" Partner Recruitment Conferences on Aug. 26 & Sept. 28
④ Q2 Earnings Call on Aug. 13
⑤ Capital Value Restoration Sub-Campaign Launched
Learn More: https://app-us.ff.com/ff-v3/news/1585?lang=en-US

- Through a series of core initiatives, it aims to restore the Company’s market capitalization to the level at the time of its 2021 Nasdaq listing within two years

Translate: FF dreams to turn ~$11M current market cap into $3.4B within two years, with Jia's brilliant business management / execution skill that burnt $4B and make a dozen FF91 (cost ~$250M per car). PLEASE BELIEVE US, PLEASE, JIA ALWAYS KEPT HIS PROMISE

- the Company intends to adjust the minimum conversion floor price to no less than $5.00 per share for all existing convertible notes, so long as such limitation is allowed within relevant contractual obligations and applicable law.

Translate: The toxic lender Streeterville will not allow it to happen, FF has no power to unilaterally alter contractual conversion floor terms, purely cheap PR word game, with all the "soft word", well fitted to Jia's dishonest title (老赖)

-FF also anticipates allocating a substantial majority of any newly raised funds primarily for the development of its robotics business rather than repayment of historical liabilities.

Translate: Stop asking us about Cars, NO CAR! but please go to our website and pay none-refundable deposit to pre-order Cars, we intentionally leave it open, we need those scam money for our bonus, every little helps.

· The Company plans to accelerate its liability optimization efforts

Translate: we plan to print more share to pay debts

- to demonstrate the Company’s commitment to protecting stockholders and stabilizing its stock price

Translate: Jia did promise shareholder first every single week, but his not-so-secret deal with lenders are not your business, so any stock price falling is not our fault, screw you!

AGIBOT's boss must be laughing how much Jia has spent to promote their products

Can Jia beat previous FF's disastrous statements with the [reselling] robot pivot?
With all his weekly talk talk talk.

Q2 report will demonstrate a clear picture.

Don't be suprised that Jia will just highlight the revenue, and keep his mouth shut about how much more money burnt just to become a glorified reseller. (and the sales figure still suck)

ADDING: JIA's Earning

For Q2 2026, Jia legally earned about $170,000 in salary ($680K annual base), $24,000 in housing allowance ($8000/month), retention bonus Installment 1 (Paid May 15, 2026): $400,000

Total LEGAL cash extraction in Q2: ~$600,000
Total fishy cash extraction (Executive Loans & Vendor Relationships, transaction from relatives and Affiliate companies / self-trade ): Your guess