Tesla Toro

@EmmetPeppers @garyblack00 I never had a hardcore position about “advertising” but saw this Steve Jobs clip about “marketing” and thought something Tesla should be mindful of…. youtube.com/shorts/Onm9wDr…

@RandyWKirk1 I’ve seen some people draw/paint/tape parking space lines in the garage and that seeemed to help.

Anyone have trouble getting there FSD to go the last 30 feet? My car comes almost to the shade line in driveway, but won't go into the garage.

@RandyWKirk1 Imagine if the SpaceX call has the “Optimistic Elon” show up. Tesla shareholders will go nuts!.

Will Elon give guidance of any consequence in the SpaceX call?

@TheSonOfWalkley To be fair, I don’t think he was retweeting because of the stock comment, but rather for everything that came after it re FSD, etc.

$TSLA HEAD OF AI, ASHOK, RETWEETS POST SAYING — “TESLA STOCK WILL HAVE ITS DAY” This is extremely bullish !

@TeslaAiGirl Ha - unfortunately, don’t work. I think makes him look stupid in multiple areas! 😂

@TeslaToro They only added that one to try and convince people they’re not completely obsessed with Elon, because had it been ONE MORE Elon sticker …😆🤣😆

H*ly shitballs, never go full retard!

@BLKMDL3 TSLA stock had its first up day in a while, yet this arrest is better news. FAFO.

Thanks to Tesla built in Sentry Mode footage, Irvine Police caught and arrested the suspect who vandalized over a dozen Teslas in the past couple weeks.

🙋‍♂️ Guilty. I thought I had ample ample margin, so wasn’t banking on my TSLA buying power falling through the floor at the same time my option trades were going against me. It was an extra level of complexity trying to manage my option trades AND trying to manage my margin, all as things were tanking. A lot of angst ridden days and had to do some painful management (basically margin-called myself), but hopefully I’m out of the woods and will live to fight another day. Lesson learned. Going forward I have to be more cognizant of which trades are chewing up how much margin.

🚨A PSA / Reminder: 1. Even the "Pros" get Margin Called 2. Trade Small - Size Will Kill you 3. Stay Diversified on trades 4. When you are ALL IN on $TSLA or any other company. As your stock goes down your Buying power REALLY goes down. Never use more than 50% of your Buying Power AT MOST cnbc.com/2026/07/30/leo…

@RandyWKirk1 Ps Great name, Bustle, and apropos re TSLA share price, because right now there are two paths we can go by.

@RandyWKirk1 Oh no, the crowd is always wrong (à la Jim Cramer), and majority is voting 400-500.

Where do you see $TSLA at the end of the year?

@GregProctor Amen, brother. Literally, has been the last week managing the bloodbath - defending, rolling, etc. Just hoping we are near the bottom because not sure how much more I can manage.

Hard to just sit, defend, and watch the bleeding. Stay mechanical friends. Let’s see if $MSFT and $META can pull this market out of the gutter. If you need some assurances right now, look to the average performance of the market during mid term election years. We’re tracking it pretty well.

@thejefflutz My son and I recently started checking if on FSD whenever we see Teslas on the road. Anecdotal, but over the past week, it’s been at about 50%.

5/5 Teslas I’ve seen on the road or parking this morning were all using FSD, no hands on the wheel. Cars self parking, etc. a first for me to see this high of concentration of usage. Crude metric, but not a nothing burger …

@SciGuySpace @Tesla Agree!…. I actually feel *irresponsible* when I’m not using FSD!…. I trust FSD more than myself.

This has been my experience as well. I "drive" almost exclusively on FSD now, without incident, and it feels remarkable. I've told my soon-to-be 80-year-old father that his next car must have this technology for driving and navigation.

@NickGibbsIAG Per Grok, if TSLA AND SPCX merged at 500/share and 120/share respectively, TESLA shareholders would hold between 55% of the merged entity.

Would you take a $TSLA Buy Out at $500 Right now?

@TeslaAiGirl @Spotify Yes!…. Just today. Changed my payment method on Spotify last night, so thought it might have been related to that. Glad I saw this post. Otherwise, has worked flawlessly, prior to today.

Anyone else having issues with @Spotify loading in their Tesla? I keep getting “access denied.” Works fine on the phone app, but it suddenly won’t let me sign in on the car. The link your car code takes me to this.

The scariest thing about this article is that it’s one of the best things I’ve read in a while — and I read for a living. AI is getting human. Other than I think giving Randy’s bicycle tire story to George (if I remember correctly), it was persuasive, evocative, compelling. I know real world FSD is different than LLMs, but this article’s very existence, is further evidence that it’s only a matter of time. Bravo.

SUNDAY READ: The Men Who Cannot Stop Thinking About the Phone Call source: @industryiq Wall Street wanted a bigger number from Tesla. What it got instead was the sound of engineers who have already met the worst day of their careers, and would prefer not to meet it again. I want to be upfront about my qualifications here. The most dangerous machine I have ever operated is a garbage disposal, and I operate it the way a bomb technician approaches a suspicious duffel bag: slowly, with the water running, narrating my intentions out loud to no one. I once dropped a metal spoon down there and stood in my kitchen for ninety seconds conducting a risk assessment. My wife walked in and unplugged it. Total elapsed time: four seconds. I am not a factory guy. So when Tesla's earnings call landed last week and the internet decided it was a disaster, I was, like most people, evaluating it on vibes. The tone was flat. The answers were technical. Nobody promised the moon. The unsupervised robotaxi mileage number was smaller than the number everyone had installed in their head, and let me tell you, everyone had installed a number. Two million. Five million. Some figure with enough zeros to make a chart go up and to the right at a satisfying angle. Instead there was a modest figure, delivered without a drumroll, by men who seemed weirdly pleased about it. Then I listened to an automation integrator from North Carolina named George Merchant explain, patiently and at some length, why that call was the most reassuring thing he had heard all year. And I had the specific unpleasant sensation of realizing I had been reading the room exactly backwards. Merchant does industrial controls. He wires up the stations, programs the touchscreens, makes the sensors talk to the robots, and is the guy who has to know what happens when someone hits the big red button. He looked at the Optimus factory photos everyone was squinting at and saw things the rest of us couldn't: a completed station, danger tape sized for something large, air lines, spring-return cylinders, robot arms big enough to build earthmovers. That part was fun. That part was a guy geeking out about tooling, which is a genre of joy I fully endorse. But the part that stuck with me wasn't the hardware. It was what he said about the nightmare. Everyone in his line of work, he says, has the same one. It isn't a robot uprising. It isn't a lawsuit. It's a phone call. Someone got hurt. That's it. That's the whole nightmare. The phone rings and the voice on the other end tells you that a machine you designed did something to a person. And here's the part that reorganized my thinking: it may not even be your fault. You can put the guards on. You can install the light curtains. You can wire the e-stops, run the safety circuits, do every single thing correctly and to code and beyond code, and somebody will still reach around the guard. People reach. It is the most human thing in the world. We reach for the toast that's stuck. We reach into the disposal for the spoon. On a factory floor, with a press running, reaching is not a quirk. It's a catastrophe. Merchant mentions, almost in passing, that he has personally pulled a man out of a press roll. He does not dwell on it. He says only that this is not something you get to put down. It lives with you. I thought about that for a while. I thought about it in the way a person who has never pulled anyone out of anything can think about it, which is to say inadequately and from a great distance. But it explained something I'd been failing to explain, which is the sign. You have seen the sign. Every factory has it. So many days without an incident. It has become a meme, a punchline, a thing you put on a mug. It is not a mug thing. It is a scoreboard for a game where you cannot win, you can only extend the streak, and every morning you wake up and the streak is the only score that matters and it can go to zero without warning. Now go back to the earnings call with that in your ears. The conservative mileage number stops sounding like a company hiding a weak hand and starts sounding like people who genuinely believe the streak is the product. The flat technical tone stops sounding evasive and starts sounding like the register men use when they are being careful on purpose. And Elon's line about not wanting to hurt anyone, "even pets," which read to a lot of people as a soft dodge, stops being a dodge at all. If your entire professional formation happened in an environment where the worst outcome is a phone call, then the pet is not a rhetorical flourish. The pet is on the list. The counterargument is real and I want to give it its due, because it is not a stupid argument. If you flipped the switch today and put full self-driving on every car in America, the data we have suggests there would be fewer deaths. Fewer. Actual living people who would otherwise be gone. That is a serious moral claim and dismissing it is not sophistication. But Merchant's response to it is the thing I keep turning over. Statistics don't do the thing you want them to do. Being right on the aggregate does not get you out of owning the specific. The deaths that do happen are still yours. The headline is still yours. You still get the phone call. Nobody has ever answered that phone and felt better because of a denominator. Which is why he lands on a phrase that I found genuinely clarifying, and that I suspect is the whole ballgame: learning must be gated, measured, and reversible. Gated, so it can't run ahead of you. Measured, so you know what actually changed. Reversible, so when you back yourself into a bad idea -- and you will, because the real world is humbling in a way that no meeting is -- you can write it off as sunk cost and turn around. Software people don't have to think this way, and Merchant is a little salty about it, in a way I found relatable. Software gets to be bloated and leaky and sloppy on the back end because the hard drives got bigger and nobody dies when your app crashes. You reload it. You lose a file. You complain online. Write bad code in the physical world and somebody gets hurt, or at minimum, the whole thing simply does not work. And the physical world does not hold still for you. This is where he gets almost philosophical. Simulations are useful tools, he says, and they are not reality. Ask astronomers, who spend roughly every third Tuesday discovering that a model was wrong. The world is not a static data set. People don't show up. Weather changes. There are forest fires. There was, memorably, a man in Australia whose car pulled over and who was then hit by a meteor, which is either a compelling advertisement or a strong argument for staying inside. Tesla has as much simulation compute as anyone alive and still gets surprised, because the real world hits different. He tells one more story, and it's the one I can't shake, mostly because it is so small. Years ago, a bicycle tire. Plastic, couldn't go flat, rode a little stiff, customers wanted it. To mount a tire you need a bead, a steel thread running the circumference. They shipped. Weeks went by. Months. And then a few of the beads started snapping. Not all. A few. And when a bead snaps, the tire rolls off the rim, and when the tire rolls off the rim, there is a person on that bicycle. Nothing they had looked at predicted it. Nothing. It came from left field, weeks after the party. That's what he calls the drip drip drip -- the project that is always one day from done, and then one more day, and then a week has gone by in daily increments so small nobody ever had to announce a delay. He's living it right now on a machine down the road: a bad encoder, then gearboxes swapped years ago, then an operator who had been spraying lubricant to let one side slip because it ran twice as fast as the other. Nobody mentioned that until the thing was running again. Asked to name the top virtue in manufacturing, he doesn't say brilliance. He says pain tolerance. I came into this wanting to be funny about the disposal, and I still am. But here is the earnest part, and I mean it. There is a whole profession of people carrying an injury they didn't cause and can't set down, and their response is not to quit. It is to slow down, gate the learning, extend the streak, and keep going anyway. When they finally hand us these machines, they will have taken longer than we wanted. That is not the failure. That is the care. (written in the style of a wry, light-hearted journalist)

@dannycheng2022 I totally agree 99% of people are flip-floppers. Well, maybe not really.

99.9% of People on X Are Just Flip-Floppers More than 99.9% of the people on X are pure flip-floppers. They constantly post things like: “We warned you before.” “We trimmed before the market was down.” “We bought the bottom before the market was up.” …yet they never show even a single screenshot with a timestamp, never post real-time positions, and somehow their “perfect calls” only appear after the move already happened. I’ve seen this pattern so many times that I’m completely used to these posts! Here’s the reality most people ignore: 1. Genuine traders with real edge almost never brag about every single win in public. 2. Fake accounts and scammers love rewriting history — deleting old wrong calls, changing captions, or pretending they “called it” when they clearly didn’t. 3. If someone is always right in hindsight but never shows proof before the move, they are selling you a story, not skill. 4. Genuine long-term investors never flinch but welcome all dips and drawdowns. They won’t be bullish when the stock market is up and bearish when the stock market is down. If you still can’t tell the difference between fake accounts and genuine ones… if you can’t spot the scammers and the professional storytellers… then the stock market simply is NEVER for you. Because if you can’t even filter noise and lies on X, how are you ever going to read real market psychology, manage risk, or survive when the market stops cooperating?

@Vol888 Oh no - majority thinks up more than $12 this week. You know what that means - I’d better buy some protective puts first thing Monday morning.

After a $60 post-earnings decline... Can $TSLA stage a rebound this week? 🤔

Early V14 lite review (for context, i drive a 2023 M3, but I was using regular V14 on a rented MY for a week out of state): —UI seems identical to HW4 14, which I had gotten used to on my trip —Destination street parking was great. Close enough to curb, but not too close, such that I got nervous. —garage parking has been less so. Didn’t see the gate. But I have an unusual parking situation. —maybe separate issue, but navigation and addresses seem improved. —still don’t think it detects the giant speed bumps in my community. —seemed extra safe. Navigation told it to make a left, but car couldn’t get over to the turning lane, so it rerouted rather than forcing itself in. (If I were driving I would have squeezed in - and I would have gotten into the left lane earlier, but car kept me safe and didn’t mess up. Though I do notice it’s slower to move into turning lanes than I would be). —I had a phantom break on route I’ve driven with v12 w/ no incident (in fact, it’s worth mentioning that other than parking, speed bumps, and gates, my V12 already felt nearly flawless) —back to V14lite, it did not identify a fire truck/ambulance type vehicle with lights on, as anything but a car. —less “ping/ponging” between lanes. I know the big improvement is in the parking, but my home and work have such unusual parking situations, I think that’s an unfair test. But in the real world, did well. So early reviews are positive. I was very happy with V12 tbh. But I loved the end/to-endness of v14 regular and am excited to have that with 14 lite. Ps For anyone who doubts the life changing value of FSD, rent an FSD vehicle on a trip, and see what a lifesaver it is to have it confidently navigate you around unknown cities and states.

@DoctorJack16 @TeslaBoomerMama @herbertong The upside is, with all this negative retail sentiment, maybe I’ll finally get tix to the shareholder meeting.

Perception = Reality. $TSLA I wasn’t going to write this after @WholeMarsBlog’s post, but after watching OG Tesla voices like Omar, @TeslaBoomerMama and @herbertong get attacked for simply being bullish, it needs saying. I keep seeing complaints that Tesla bulls “hype” the company too much. Here’s my take: What some call “hype” is often just long-term observers who’ve watched the journey. It’s like seeing your child grow up. When you’ve followed the progress for years, the excitement is natural. Not every enthusiastic post is hype. Sure, some over-the-top takes exist, but they’re rarer than critics claim. Judge the arguments, not the energy. DO NOT expect the same opinions from a fund manager interested in keeping emotional clients happy and looking to hit quarterly numbers, versus someone that is all-in $TSLA for many years and relying on it for retirement. They are not the same. The loudest complaints lately are about missed timelines. Fair point, but context matters. Tesla repeatedly tries things the world called impossible: • FSD with vision only? Laughable. • Cars without steering wheels or pedals? Yeah, right. • A successful EV-only automaker? Time to short the stock. That same skepticism has followed Tesla for over a decade and there’s a clear pattern. The longer someone has followed Tesla, the more their focus is on Tesla >> $TSLA . Elon and the team aren’t building teddy bears, they’re tackling incredibly difficult, high-stakes problems where getting it right is far more important than getting it fast. Robotaxi safety is paramount. If you’re a long-term investor, you already know timelines are aspirational. You understand that pioneering the impossible comes with unpredictability. HODLing $TSLA isn’t easy. It demands the patience of a sloth, the research discipline of Einstein, and the mental grit of David Goggins. If reading this fills you with negativity instead of perspective, it might be worth asking if this really the right company for your capital? Let’s keep the conversation productive. Perception often becomes reality. Show me someone’s opinion and I will talk to you about their mindset. Thanks for reading.

Fwiw you have to opt-in for the free trial. At least I had to, as I didn’t click the “add fab” button because thought was automatically included, and Tesla rep asked if I wanted it and made me go back in and edit my order (ie opt in). So I had to”choose” to get the free tria, at least.

@GregProctor Free trials would be close to 100% no? Every tesla comes with 1 month free no?

We’re all a little suspicious of this stat. Does this include deliveries with free FSD trials?