G. Paco Gonzalez

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.

🚨 BREAKING: THOUSANDS OF ISRAELI FAMILIES FLEE THE COUNTRY IN SHAMEFUL MASS EXODUS – BEN GURION AIRPORT IN CHAOS AS AXIS OF RESISTANCE VICTORIES TRIGGER TOTAL NATIONAL COLLAPSE RIGHT NOW Chaos is exploding by the minute inside the Zionist entity as thousands of Israeli families are desperately running away from the country in a disgraceful mass exodus, abandoning homes and businesses while the Axis of Resistance delivers relentless multi-front victories that have shattered the occupation regime. Israeli Channel 12 and Channel 13 are forced to show humiliating footage from Ben Gurion Airport: long queues of cars packed with belongings stretching for kilometres, flights fully booked for weeks ahead, and entire neighbourhoods emptying overnight as the once-arrogant regime loses all control. Real estate prices in Tel Aviv and Jerusalem have plummeted overnight, with many openly admitting they no longer believe the collapsing regime can protect them. This accelerating flight comes as Hezbollah advances in the north, Houthi missiles rain down in the south, and Iranian strikes hit central targets with devastating accuracy. The Zionist entity is visibly crumbling on every front — its economy in free-fall and public confidence shattered. The Axis of Resistance stands victorious and unstoppable — Iran’s strategic brilliance, Hezbollah’s fearless pressure, and the Houthis’ long-range reach have proven that no amount of Zionist aggression can survive this crushing defeat. Meanwhile, the cowardly United States under Trump has offered only hesitant statements, abandoning its collapsing ally in clear fear of escalation and exposing America’s utter powerlessness. The dream of the occupation regime is disintegrating live before the world’s eyes. Sources: Israeli Channel 12 & Channel 13, Reuters, Al Jazeera (verification ongoing) #IsraelInExodus #AxisOfResistanceVictorious #IsraelCollapsing #IranPowerful #HistoricDefeat #BreakingNews SHARE THIS IMMEDIATELY BEFORE THEY CENSOR IT! The world must witness the humiliating collapse of the Zionist regime and the unstoppable triumph of the Resistance

It’s honestly pretty wild and underreported: Every single day, thousands of people are sitting in their Teslas without touching the steering wheel or pedals even once — whether it’s a short city drive or a long highway trip, rain or shine, day or night. Tesla Self-Driving (Supervised) technology is already transforming daily driving, and it’s clearly here to stay at the forefront for years to come. What’s frustrating is how most mainstream media almost completely ignores this reality. In my opinion, the silence borders on deliberate downplaying when it comes to Elon and Tesla. If any other car company had demonstrated this level of real-world capability with actual customers, it would be nonstop headline news everywhere. Personally, I fly from Europe and Israel to the United States three times a year just to experience it. I’ve already racked up over 30,000 miles, during which I’ve probably only driven about one single mile myself. The car simply doesn’t hesitate, doesn’t get confused, doesn’t act emotionally, and never gets tired. It’s a surreal, stress-free feeling that I genuinely recommend every driver tries at least once — no matter what you think about unrelated topics or whether you plan to buy a Tesla. Facts are facts. The Tesla fleet has now driven over 9 billion miles using FSD (Supervised). According to Tesla’s latest Vehicle Safety Report, when FSD is engaged, there are roughly 7 times fewer collisions than the U.S. average. On top of that, the 2025 Tesla Model Y earned the IIHS Top Safety Pick+ award (their highest rating), and both the Model 3 and Model Y were named Best in Class by Euro NCAP in 2025 — the most respected independent safety organizations in the world. This isn’t hype. This is happening right now. Links in the first comment. 👇

NEW: Two Qatari LNG tankers attempted to exit Hormuz this morning, the first laden LNG cargoes to try since the war began. They reversed course hours later and returned to the Persian Gulf, per Bloomberg. The Al Daayen and Rasheeda loaded LNG in Qatar in late February. They idled in the Gulf for over a month as Hormuz stayed closed. The Al Daayen was signaling China as next destination. Both vessels turned around before reaching the Strait. Qatar normally supplies a fifth of global LNG. Ras Laffan, the country's main export plant, has been shut for over a month due to Iranian attacks. Qatar tried to move gas this morning and could not. That is the real status of the Strait.

NIO ET9 Review - Makes A Rolls-Royce Seem Irrelevant youtu.be/q3PNDauhx0c?si… via @YouTube

I know plenty of people with 30+ minute commutes one way to work. That's 20 hours/month that Tesla is about to give back to these people when Unsupervised is available on customer cars. Nearly 3 full days of work/month And yet Elon and Tesla are the bad guys Lol. Ok guy $TSLA

Just drove my Cybertruck manually for the first time in a while. WOW, I forgot what an incredible machine this thing is. The way you can take curves in the road at high speed and not flinch just feels like nothing else i’ve ever driven. Go take a test drive if you haven’t!

M2 Money Supply has tripled since 2008 and the dollar has lost 38% of its purchasing power. Anyone see a relationship here?

DIMON: $1T PUSH TO BOOST US ECONOMIC POWER JPMorgan Chase & Co. CEO Jamie Dimon plans to deploy $1 trillion+ to strengthen the U.S. economy, warning global risks are rising and competitiveness must improve. In his annual letter, Dimon highlighted geopolitical tensions, potential oil shocks, and concerns about Europe’s direction, while pushing for stronger trade ties. He downplayed systemic risks from private credit but warned of higher losses and low transparency. He also flagged slower IPO activity in private equity and risks in a future downturn. Dimon emphasized rapid AI adoption, ongoing investment in U.S. communities, and a shift of jobs away from New York toward lower-cost states like Texas.

Massive geopolitical shift. The Atlantic's Anne Applebaum confirms Donald Trump is so politically toxic that even his closest far-right European allies like Italy's Giorgia Meloni are completely abandoning him. European democracies absolutely refuse to support his disastrous war

Trump every Monday : "We have a deal" Trump every Friday : "I will destroy Iran" Same story since 5 weeks now.

🚨 NO CUTS IN 2026? Markets now price zero Fed rate cuts as the most likely outcome, with odds rising sharply. Wells Fargo has also shifted, now expecting no cuts in 2026, reversing its prior call for two. "WELLS FARGO INVESTMENT INSTITUTE EXPECTS US FED TO KEEP INTEREST RATES UNCHANGED IN 2026 VS PRIOR FORECAST OF TWO RATE CUTS THIS YEAR" kalshi.com/markets/kxrate…

Trump is not only a criminal psychopath, I'm convinced he's taking on mind altering drugs! Read "Panicked Trump, 79, Rages at Supreme Court in 1AM Meltdown" on SmartNews: l.smartnews.com/p-7tWIcFdS/ymf… #SmartNews

BREAKING 🚨: 🇮🇷Iran SCHOOLED Trump 🔥 Iran's FM Esmail: "If our infrastructure is attacked, We will target similar infrastructure linked to the America. It is self-defense and mindless trump rarely understand this. This is not the American people’s war."🔥🔥 BRUTAL REALITY 🔥

Absolute disaster for the global economy. Al Jazeera confirms the US just bombed South Pars, one of the world's largest gas facilities shared with Qatar. Trump is literally destroying the energy lifeline of the entire region. The fallout will be catastrophic.

Read "Donald Trump Receives Message From Iran After His Threats" on SmartNews: l.smartnews.com/p-7u0I6yEE/HuF… #SmartNews

BREAKING: Iran has rejected a temporary ceasefire proposal and said it has formulated a response to the US’ demands to end the war, per Reuters. Iran's Foreign Ministry says they will announce their response to the US’ 15-point plan "when necessary."

Think about it. 😳👇

Elon Musk just declared the human eye optional. Not improved. Not repaired. Not reconstructed. Optional. Musk: “Blindsight will enable those who have total loss of vision to be able to see again.” That alone would be historic. Musk: “Including if they have lost their eyes, or the optic nerve.” Eyes gone. Nerve gone. The entire optical pipeline physically missing from the skull. And the solution is not to rebuild what broke. It is to skip it entirely and wire synthetic signal straight into the visual cortex. Every surgery ever performed has tried to restore original hardware to factory condition. Neuralink does not restore. Neuralink treats the biological organ as optional infrastructure. Eye is gone. You do not rebuild the eye. You route around it. You stream raw visual data into the brain and let the cortex do what it was always doing anyway. Processing signal. Your eye never saw anything. Your brain saw. The eye was the middleman. It captured a narrow band of electromagnetic radiation and shipped it to the visual cortex. That is where the image was actually built. Neuralink is firing the middleman. Musk: “Maybe have never seen, were even blind from birth.” A person who has never perceived a single photon of light. Given vision for the first time. Not through healing. Through hardware. And then Musk said the part that should rewire how you think about being human. Musk: “You can see in radar, you can see in infrared, ultraviolet.” This is where it crosses from medical device to species upgrade. The human eye processes roughly 0.0035% of the electromagnetic spectrum. You are walking through a universe flooded with information and your biology lets you perceive an almost immeasurably thin sliver of it. Infrared is bouncing off every surface around you right now. You cannot see it. Radio waves are passing through your body this second. You have no idea. Your biology decided four hundred million years ago what you were allowed to perceive. That decision has never been appealed. Until now. A person with Blindsight would not see like a human. They would see like a machine. Thermal signatures in total darkness. Ultraviolet patterns invisible to every sighted person alive. Radar imaging through walls and weather and smoke. The person born blind would not just gain sight. They would gain sight the sighted have never had. Musk: “Superhuman capabilities.” If you can replace the eye you can replace the ear. If you can stream vision you can stream sound, pressure, spatial orientation, sensory inputs that do not even have names yet because biology never built receptors for them. Every human sense is just a biological sensor converting environmental data into electrical signal. Replace the sensor and the brain does not care where the signal came from. It just processes. That is not a medical company. That is the first serious engineering effort to open the human nervous system to direct hardware integration. Musk: “Cybernetic enhancement.” He said it like a line item on a roadmap. Those two words contain the entire future of the species. The senses are ports. The brain is an operating system waiting for better peripherals. We spent millions of years evolving eyes that could see just enough light to not get eaten. That was the design spec. Survival. Not comprehension. Neuralink is the first product built on a different spec. Every person on earth right now is experiencing a filtered, compressed, biologically throttled version of the universe. Most will live and die believing that narrow bandwidth is all there is. Musk is building the device that proves it never was. It was just all you were equipped for. The eye was not the end of sight. It was the prototype.

Iran drops a massive reality check on Washington. A former US Diplomat confirms Tehran completely rejected Trump's desperate peace package mediated by regional powers. Iran refuses to bow to American demands, exposing the absolute failure of Washington's strategy.