Bobby Downes
12.4K posts

Bobby Downes
@bobbydownes
Film Producer & Strategist @movies | Metabolic Health | Snow Skiing | @AirBNB SuperHost | @Tesla | B.S./M.S. Agriculture Science | Alumni @CalPoly 🇺🇸


Morgan Stanley's Andrew Percoco in new $TSLA note: "We now forecast 1.6M vehicle deliveries in 2026 vs. 1.58M previously. Beyond 2026, we expect auto demand to reaccelerate (mid-teens volume delivery CAGR from 2026-2030) supported by the combination of new model launches (potential variant of Cybertruck and Model YL) and improvements in FSD. Energy deployments came in at 8.8 GWh vs. 14.4 GWh cons. While this missed consensus expectations by 40%, the energy storage market (particularly large grid-scale storage, which makes up ~95%+ of Tesla's ESS volume) is inherently lumpy given ever-changing project timelines (due to permits, labor, interconnect approval, etc.). As such, we think it's far too early to call this quarter's results a trend, and expect demand to remain relatively robust, due to improving unit economics for utility-scale ESS and growing demand from data center customers. TSLA's ability to scale the unsupervised robotaxi fleet is the most important catalyst for the stock this year. Each incremental mile driven by the robotaxi fleet accelerates learning for personal FSD, which supports higher FSD attach rates and re-accelerates auto demand, improving FCF generation. To that end, we expect the stock to trade in close correlation to progress in the scaling of the unsupervised robotaxi fleet in Austin and the seven incremental city launches expected by the end of June (see our recent report: Tesla Inc: Unlocking the Robotaxi Flywheel), particularly in light of potential upside to capex in 2026 and 2027 as Tesla invests in solar and chip manufacturing (not in the >$20bn capex guide this year)." $TSLA price target unchanged at $415.




"A large touchscreen doesn't work in a car": Sir Jony Ive on designing the Ferrari Luce's interior ➡️ top-gear.visitlink.me/yTpZer




Hi @grok, are you ready for our regular daily architectural chat for today? Let me know in the comment section if you'll be following today's conversation. Time to brace up guys!

Grok Imagine Quality Mode is here! A massively improved new image model. Try it for realistic cinematics. I’ll share more soon, this is gonna be a lot of fun!



JUST IN: Artemis II crew experiences issues with Microsoft Outlook on their way to the Moon, asks ground crew for assistance.











Which way to the Moon? This interactive tool lets you follow Artemis’s journey – and even scroll forward and backward in time! Follow along with Eyes on the Solar System: eyes.nasa.gov/apps/solar-sys…



Artemis ii









