FinanceCat ⚔️

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FinanceCat ⚔️

FinanceCat ⚔️

@TimKrimmel

I have seen the light, my faith in Elon and Tesla is absolute. A veteran, engineer, and tech enthusiast. I dabble in memes. Data is King

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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
In line to attend the Annual Berkshire Hathaway 2024 Shareholder meeting and the line is nuts! $BRK.A $BRK.B
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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
🧵 TSLA FULL STOCK UPDATE — May 1, 2026 (Midday Trading) 1/ Price & Key Stats
Current Price: ~$392 (+2.7–2.8% today)
Previous Close (Apr 30): $381.63
Market Cap: ~$1.47T
52-Week: $217.80 – $498.83
Trailing P/E: ~360 | EPS (TTM): ~$1.09 | Beta: 1.93
Analyst Consensus: Hold | Avg PT: ~$420 (bulls still calling $600+ on AI/autonomy) Strong rebound session as positive product momentum builds. 2/ Q1 2026 Earnings Recap (Apr 22)
• Revenue: $22.39B (+16% YoY)
• Adj EPS: $0.41 (beat)
• Auto Gross Margin: 21.1% (improved)
• Raised 2026 capex to >$25B for AI, autonomy, Optimus & energy
Solid profitability execution amid the EV transition. 3/ Latest Developments (Major Momentum)
• Tesla Semi Mass Production Officially Started — First Semi just rolled off the high-volume production line at the new dedicated facility near Giga Nevada (April 29/30). Volume ramp underway with customer deliveries later in 2026. Long-range version offers ~500 mi range using 4680 cells — game-changer for fleet economics and sustainability.
• Cybercab Production Accelerating at Giga Texas — multiple units already rolling.
• Unsupervised Robotaxi expanding across Texas cities with strong real-world performance.
• Optimus Gen 3 in final stages (“walking around and looking incredible”) — low-volume production ramp targeted for summer 2026. Internal factory deployment first, then scaling. Musk calls it potentially Tesla’s biggest product ever.
• Energy storage & FSD software growth remain strong tailwinds. 4/ Options Snapshot
April/May chains ultra-liquid with active call buying around $380–$400 strikes.
IV reflecting excitement around Semi ramp + autonomy catalysts. Thousands of contracts trading daily. 5/ Big Picture
Tesla is executing on ALL fronts: Semi mass production has begun, Cybercab is ramping, Robotaxi is scaling unsupervised in real cities, and Optimus summer ramp is locked in. Q1 margins held firm while capex fuels the future. The full pivot to AI + robotics + energy + heavy-duty trucking powerhouse is in motion. 2026 is the breakout year — short-term moves are normal, but the long-term setup has never been stronger. DYOR — This is NOT financial advice. Markets move fast; always verify live data on Tesla IR, Yahoo Finance, or Nasdaq. Tesla Semi ramp the most underrated catalyst right now, or is it still Optimus/Robotaxi for you? Drop your TSLA take 👇 #TSLA #Tesla $TSLA #TeslaSemi 🚀🤖⚡🚛
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William Makis
William Makis@MakisMedicine·
BREAKING NEWS: Mayo Clinic is offering me an "Executive Director" position for up to $400k 😃 Oh and they're not the only one. My email inbox is suddenly filling up with Executive job offers from several big Pharmaceutical companies. So this is what I get for helping 9000+ Cancer patients with Ivermectin & Mebendazole and leading the largest Ivermectin Cancer Project in the world? After talking about a New Florida Cancer Clinic? 🤔 If they can't sabotage me, they'll just buy me out? 💵 I have to admit, it is mildly amusing. Ten years ago, I may have jumped at something like this. It's almost tailor made for me. But at this stage of my life...can't say I felt even a hint of temptation. They really don't know me very well 😃 Sorry, Mayo Clinic. I'm building a Cancer Center in Florida. It's going to be a bit different from yours. 😉
William Makis tweet mediaWilliam Makis tweet media
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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
🧵 TSLA FULL STOCK UPDATE — April 30, 2026 (Morning Trading) 1/ Price & Key Stats
Current Price: ~$372–374 (flat to slightly up intraday)
Previous Close (Apr 29): $372.80
Market Cap: ~$1.40T
52-Week: $217.80 – $498.83
Trailing P/E: ~342 | EPS (TTM): ~$1.09 | Beta: 1.93
Analyst Consensus: Hold | Avg PT: ~$414 (bulls still targeting $600+ on AI/autonomy) Quiet digestion day as new product momentum builds. 2/ Q1 2026 Earnings Recap (Apr 22)
• Revenue: $22.39B (+16% YoY)
• Adj EPS: $0.41 (beat)
• Auto Gross Margin: 21.1% (improved)
• Raised 2026 capex to >$25B for AI, autonomy, Optimus & energy
Solid execution amid EV transition — profitability holding strong. 3/ Latest Developments (BIG Momentum)
• Tesla Semi Mass Production Officially Underway — First Semi just rolled off the high-volume production line at the new dedicated facility near Giga Nevada (announced yesterday). Volume production ramping in 2026 with deliveries starting later this year. Long Range (~500 mi) and Standard Range (~325 mi) versions using 4680 cells, tri-motor powertrain (800 kW), ultra-low 1.7 kWh/mi efficiency, and ePTO. This changes trucking forever — massive cost savings, 95%+ uptime, and zero emissions for fleets.
• Cybercab Production Accelerating at Giga Texas — units already rolling.
• Unsupervised Robotaxi expanding across Texas cities with strong real-world results.
• Optimus Gen 3 in final stages (“walking around and looking incredible”) — low-volume ramp targeted for summer 2026. Internal factory deployment first. Musk calls it potentially Tesla’s biggest product ever.
• Energy storage & FSD software growth remain rock-solid tailwinds. 4/ Options Snapshot
April/May chains ultra-liquid with active flow around $370–$390 strikes.
Call buying picking up on autonomy + Semi news; IV reflecting Tesla’s event-rich 2026 roadmap. Thousands of contracts daily. 5/ Big Optimistic Picture
Tesla is firing on ALL cylinders: Semi mass production has finally begun (after years of anticipation), Cybercab is ramping, Robotaxi is scaling unsupervised in real cities, and Optimus summer production is locked in. Q1 showed margin resilience while the company pours capex into the future. The pivot to AI + robotics + energy + heavy-duty trucking powerhouse is complete. 2026 is the breakout year — Semi alone could be a game-changer for fleet economics and sustainability. Short-term price action is noise; the long-term setup has never been stronger. DYOR — This is NOT financial advice. Markets move fast; always verify live data on Tesla IR, Yahoo Finance, or Nasdaq. Semi mass production the most underrated catalyst for you, or is it still Optimus/Robotaxi? Drop your TSLA take 👇 #TSLA #Tesla $TSLA #TeslaSemi 🚀🤖⚡🚛
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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
🧵 TSLA FULL STOCK UPDATE — April 29, 2026 (Morning Trading) 1/ Price & Key Stats
Current Price: ~$373–376 (down ~0.7–1% today)
Previous Close (Apr 28): ~$378
Market Cap: ~$1.41T
52-Week: $217.80 – $498.83
Trailing P/E: ~345 | EPS (TTM): ~$1.09 | Beta: 1.93
Analyst Consensus: Hold | Avg PT: ~$420 (bulls still targeting $600+ on AI/autonomy) Light volume digestion day after recent moves. 2/ Q1 2026 Earnings Recap
Reported April 22:
• Revenue: $22.39B (+16% YoY)
• Adj EPS: $0.41 (beat)
• Auto Gross Margin: 21.1% (improved)
• Raised 2026 capex to >$25B to accelerate AI, autonomy, Optimus & energy
Solid beat showing margin strength amid EV transition. 3/ Latest Developments
• Cybercab Production Officially Underway at Giga Texas — first units rolling, ramp accelerating.
• Unsupervised Robotaxi expanding in Texas (Dallas/Houston) with strong early real-world results.
• Optimus Gen 3 in final stages (“walking around and looking incredible”) — low-volume production ramp targeted for summer 2026. Internal factory use first, then broader rollout. Musk calls it potentially Tesla’s biggest product ever.
• Energy storage and FSD software growth continuing as strong tailwinds. 4/ Options Snapshot
April/May chains remain ultra-liquid with active flow around $370–$390 strikes.
Call buying on AI optimism; IV reflecting typical Tesla event-driven volatility. Thousands of contracts trading daily. 5/ Big Picture
Tesla is fully executing the pivot to AI + robotics + energy powerhouse. Q1 margins held strong while capex ramps for the future. Cybercab production has started, Robotaxi is scaling in Texas, and Optimus summer ramp is locked in. 2026 is the breakout year — short-term price moves are normal post-earnings digestion. The long-term setup with autonomy, robotics, and energy catalysts has never been stronger. DYOR — This is NOT financial advice. Markets move fast; always verify live data on Tesla IR, Yahoo Finance, or Nasdaq. #TSLA #Tesla $TSLA 🚀🤖⚡🚗
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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
🧵 TSLA FULL STOCK UPDATE — April 23, 2026 1/ Price & Key Stats
Closed Apr 22 (post-earnings): $387.51 (+0.28%)
Pre-Market Apr 23: ~$376–379 (down ~2–3%)
Market Cap: ~$1.45T
52-Week: $217.80 – $498.83
Trailing P/E: ~359 | EPS (TTM): ~$1.08 | Beta: 1.93
Analyst Consensus: Hold | Avg PT: ~$420+ (bulls still eyeing $600+ on AI/autonomy upside) Stock reacting to earnings and higher capex guidance but holding near recent highs. 2/ Q1 2026 Earnings – Just Reported (Apr 22)
Revenue: $22.39B (+16% YoY)
Adj EPS: $0.41 (beat estimates)
Auto Margins: Improved to 21.1%
Net Income: Up 17% YoY
Tesla raised 2026 capex guidance to >$25B to accelerate AI, autonomy, Optimus & energy.
Solid beat on profitability despite EV transition softness — clear sign of operational strength. 3/ Latest Headlines & Momentum
• Cybercab Production Underway — units already rolling at Giga Texas since April.
• Unsupervised Robotaxi Expanding in Texas (Dallas/Houston) — real-world commercial ops scaling, though Musk noted 2026 impact still modest as fleet grows.
• Optimus Gen 3 in final stages (“walking around and looking incredible”). Low-volume production ramp targeted for summer 2026 — Musk called it potentially Tesla’s “biggest product ever.” Internal factory deployment first, then broader rollout.
• Energy storage and FSD software growth remain strong tailwinds. 4/ Options Snapshot
April/May chains ultra-liquid with heavy volume around $370–$400 strikes post-earnings.
Call flow strong on AI optimism; IV reflecting event-driven moves. Classic Tesla volatility — thousands of contracts trading daily. 5/ Big Picture
Q1 showed Tesla executing through the EV transition while pouring fuel into the future: higher capex for AI/robotics, Cybercab ramp already started, Robotaxi ops expanding, and Optimus summer production on deck. The narrative shift is complete — Tesla is an AI + robotics + energy powerhouse first, EV maker second. 2026 is the breakout year with multiple major catalysts ahead. Short-term pre-market dip? Typical post-earnings volatility — long-term setup remains extremely bullish. DYOR — This is NOT financial advice. Markets move fast; always verify live data on Tesla IR, Yahoo Finance, or Nasdaq. Earnings beat solid or capex spooked you? Most excited for Optimus summer ramp or Cybercab scale? Drop your TSLA take 👇 #TSLA #Tesla $TSLA 🚀🤖⚡🚗
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lord pretty flacko ⚔️
lord pretty flacko ⚔️@smdcapital·
this is honestly fucking disgusting and a terrible precedent for a supposed tech leader to make unfortunately, workers will never rise up and refuse participating in this because everyone is now desperate to keep their job if this trend persists, america will be plunged into chaos during the transition period into post-scarcity (which could be a 10+ year long period) its a shame that we voted to make america great again, but we are doing precisely the opposite IMO none of our leaders are paying attention as we head full speed into a brick wall. the AI talking heads paint a rosy picture of the future, or try to gaslight by saying this is just another technological innovation wave like we've had several times in the past but it isn't. this is something entirely different. and society is completely unprepared for how to handle with mass unemployment quietly it begins with the entry-level workers, then bits of the organization like customer support, then HR, then accounting, then sales, then middle management, etc you should be spending 100% of your time focusing on how you're going to handle this. because it's happening much faster than anyone expected middle-income earners cannot sustain their lifestyle beyond 6 or 9 months of unemployment. but quietly, across reddit, tiktok, instagram etc - there are tens of thousands of videos from people experiencing this reality my perspective is: your best bet is that you absolutely have to nail investing in this next 2-year period and then get out of the US
*Walter Bloomberg@DeItaone

$META TO INSTALL TRACKING SOFTWARE ON U.S. EMPLOYEE COMPUTERS TO CAPTURE WORKFLOW DATA FOR AI TRAINING -INTERNAL MEMO META TRACKING TOOL TO CAPTURE MOUSE MOVEMENTS, KEYSTROKES AND SNAPSHOTS OF WHAT EMPLOYEES SEE ON THEIR SCREENS -INTERNAL MEMO

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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
🧵 TSLA FULL STOCK UPDATE — April 20, 2026 (Monday Pre-Market) 1/ Price & Key Stats
Closed Friday (Apr 18): $400.62 (+3.0%)
Pre-Market Today: Holding firm ~$402–$405
Last Week Range: Strong rebound from recent volatility
Volume (Fri): Elevated on autonomy news
Market Cap: ~$1.50T+
52-Week: $217.80 – $498.83
Trailing P/E: ~370 | EPS (TTM): ~$1.08 | Beta: 1.93
Analyst Consensus: Hold | Avg PT: ~$420+ (bulls still calling $600+ on AI/autonomy) Stock showing real resilience and momentum heading into earnings week. 2/ Q1 2026 Recap + Earnings This Week
Deliveries were 358k (transitional quarter with inventory build for future ramps).
Q1 Earnings Call: Wednesday April 22 — expect major focus on autonomy progress, Cybercab timeline, Optimus updates, and energy storage growth. This is the big catalyst. 3/ Latest Headlines & Game-Changing Developments
• Unsupervised Robotaxi JUST LAUNCHED last weekend in Dallas & Houston — huge expansion of FSD autonomy in real-world commercial ops. Early feedback strong; this proves the tech is ready for scale.
• Cybercab Production Ramp Underway — multiple units already spotted at Giga Texas in April. Targeted high-volume push this year.
• Optimus Gen 3 in final stages (Elon says “walking around” and looking incredible). Low-volume production targeted for summer 2026 — first internal factory deployment, then broader rollout. Bulls increasingly see robotics as potentially bigger than the vehicle business long-term.
• Energy business continues solid growth with Megapack demand. Tesla is executing the AI + robotics pivot at full speed. 4/ Options Snapshot
April/May chains extremely liquid with heavy flow around $390–$420 strikes.
Call buying picked up on Robotaxi news; IV reflecting event-driven excitement into earnings. Thousands of contracts trading daily — classic high-beta Tesla volatility creating big opportunities. 5/ Big Picture
After the Q1 EV transition noise, Tesla is firing on all cylinders in autonomy and robotics. Unsupervised Robotaxi launch + Cybercab ramp + Optimus summer production = 2026 shaping up as the breakout year everyone has been waiting for. The narrative has fully shifted from “EV maker” to “AI/robotics/energy powerhouse.” Any positive earnings guidance or more FSD/Cybercab footage could ignite the next leg higher. Stock has rebounded nicely and remains well above 52-week lows — positioned for the catalysts ahead. DYOR — This is NOT financial advice. Markets move fast; always verify live data on Tesla IR, Yahoo Finance, or Nasdaq. $TSLA
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FinanceCat ⚔️ retweetledi
Brivael Le Pogam
Brivael Le Pogam@brivael·
Aujourd'hui grosse discussion avec mes ingés (chez Argil) sur pourquoi Elon a viré le LIDAR de ses voitures autonomes. Choix radical, moqué pendant des années, et comme d'hab il avait raison depuis le début. Le LIDAR c'est un laser qui balaye l'environnement et crache un nuage de points 3D. Sur le papier tu obtiens la géométrie exacte du monde. Dans la vraie vie c'est une verrue technologique collée sur le toit parce qu'on sait pas faire mieux avec la vision seule. Problème numéro un : ça rajoute une modalité dans le training du modèle. Ton réseau doit apprendre à fusionner vision + lidar + radar + ultrasons. Chaque capteur en plus c'est une source de désaccord à arbitrer, pas une source d'info supplémentaire. Sensor fusion artisanale = dette technique permanente. Problème numéro deux, la bitter lesson de Rich Sutton : scaler le compute sur une seule modalité bat systématiquement les architectures bricolées à la main. Tesla a dropé le radar, puis les ultrasons, est passé full end-to-end vision. Leur courbe sur les edge cases s'est accélérée APRÈS, pas avant. Waymo fait l'inverse et reste stuck en ops géofencée. Problème numéro trois, le plus fondamental : le LIDAR voit la géométrie, pas la sémantique. Il sait qu'il y a un truc, pas ce que c'est ni ce que ça va faire. Les derniers 9 de fiabilité sont des problèmes de cognition, pas de perception brute. Un capteur de plus résout rien, il ajoute du bruit. Sébastien Loeb balance une 208 T16 à 180 dans un chemin boueux corse sous la pluie avec zéro LIDAR. Deux yeux, un cerveau. L'évolution a donné des yeux aux prédateurs pendant 500 millions d'années, pas des lasers. Il y a une raison. Le LIDAR c'est l'équivalent du marxisme appliqué à l'économie. Une solution planifiée, centralisée, qui prétend modéliser explicitement ce qui doit émerger d'un système distribué et adaptatif. Tu remplaces l'intelligence par de la mesure, la compréhension par de la donnée, l'émergence par le contrôle. Ça rassure les ingénieurs qui veulent tout spécifier en amont, exactement comme la planif rassurait les économistes soviétiques. Et ça échoue pour les mêmes raisons : la réalité est trop riche pour être capturée par un capteur, comme elle est trop riche pour être capturée par un plan quinquennal. La vraie intelligence, celle de Hayek comme celle de Tesla, c'est de faire confiance à un système qui apprend de l'expérience plutôt que de tout pré-encoder. L'élégance d'une solution c'est son rapport signal sur complexité. Le LIDAR explose le dénominateur. Défendre le LIDAR en 2026 c'est préférer empiler des hacks plutôt que résoudre le vrai problème. C'est de la feignasserie intellectuelle maquillée en rigueur d'ingénieur. Les mêmes gens qui défendaient les systèmes experts en 2012 contre le deep learning. Ils finiront pareil. Never bet against end-to-end. Never bet against la simplicité. Never bet against Elon.
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FinanceCat ⚔️ retweetledi
XCorpHub
XCorpHub@XCorpHub·
🚨 Tesla parked 50+ Cybercabs outside its Texas Factory with some crash tested Drone footage from Giga Texas reveals more than 50 Cybercab units parked in tight, organized rows across the outbound lot, with several positioned directly at the on-site crash testing facility. This marks a key phase of rigorous structural validation as Tesla advances toward volume production targeted for April 2026. Most early units still feature temporary steering wheels and pedals to satisfy current safety regulations while accumulating essential real-world data ahead of full unsupervised autonomy. The first production Cybercab rolled off the line on February 17, and Tesla is aiming for at least 2 million units annually once the ramp reaches full speed. Commercial robotaxi service in Austin remains on track for late 2026.
XCorpHub tweet media
XCorpHub@XCorpHub

🚨 Tesla Cybercab production ignites with 60 units spotted at Giga Texas Tesla has taken a significant step in advancing its robotaxi vision, with approximately 60 Cybercab units now parked in the outbound lot at Giga Texas. This marks the largest concentration of the vehicles observed to date and indicates that volume production is underway at the facility. The early units include temporary steering wheels and white seats, confirming they are validation prototypes intended for rigorous hardware, software, and real-world testing ahead of unsupervised Full Self-Driving deployment. Mass manufacturing officially began ramping in April, with initial output scaling toward hundreds of units per week and a broader production target set for April 2026.

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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
🧵 TSLA OPTIMUS GEN 3 DEEP DIVE — April 9, 2026 1/ Production Timeline – Right on Track
Elon Musk recently confirmed: Tesla is in the final stages of completing Optimus Gen 3 — described as “by far the most advanced robot in the world.” Low-volume production targeted to start this summer 2026 (slow S-curve ramp at first).
High-volume manufacturing expected around summer 2027.
Tesla plans annual design iterations for rapid improvement.
Long-term goal: 1 million+ units per year capacity, with Gigafactory Texas eyed for massive scale (up to 10M/year ambition in some discussions). Early units will deploy internally at Tesla factories for real-world testing and refinement. 2/ Key Upgrades in Gen 3 •Advanced Hands: 22 degrees of freedom — ultra-dexterous, near-human tactile sensitivity (can handle delicate items like eggs). This is the “holy grail” upgrade. •Physical AI Brain: End-to-end neural nets that learn tasks by watching human video — faster, more capable autonomy. •Overall Design: More refined mobility, better balance (recent demos show walking on uneven terrain), improved battery life, and potential for water resistance/custom voices/personalities. •Cost Target: Aiming for ~$20k–$30k COGS at scale (cheaper than a Model 3 in some projections) — making it economically viable for mass adoption. Gen 3 is a big leap from prior versions, focused on real productivity from day one. 3/ Deployment Path: Factories First, Then Homes
Phase 1 (2026–2027): Internal Tesla use — logistics, assembly tasks, office support. Fremont and Giga Texas lines already testing pilot production. Shifting some vehicle capacity (e.g., ending custom Model S/X) to accelerate robot output. Phase 2: Expand to other factories and enterprise customers (manufacturing, warehouses, services). Phase 3: Consumer/home use — household chores, elder care, personal assistance. Musk has long envisioned Optimus as a general-purpose robot that could handle almost any repetitive or dangerous task. This staged rollout minimizes risk while gathering massive real-world data to improve AI rapidly. 4/ Why Bulls Say It Could Be Bigger Than the Vehicle Business
Elon Musk has stated that ~80% of Tesla’s long-term value could come from Optimus. Why the hype? •Global labor market is massive — trillions in economic value. One humanoid robot doing useful work 24/7 at low operating cost could transform industries. •High-margin software/AI upside: Recurring improvements, task licensing, or subscription models. •Scalability: Once production ramps, Tesla’s manufacturing expertise (from cars) gives it an edge over competitors. •Multi-trillion potential: Optimists (including Musk) see Optimus contributing far more revenue and profit than autos long-term, especially combined with FSD/robotaxi tech. Even conservative analyst models are starting to assign significant value to robotics, though many still treat it as optional upside. 5/ Big Picture Optimism
Optimus Gen 3 isn’t science fiction — it’s moving from prototypes to production this summer. With Tesla’s AI expertise, data advantage, and execution track record, this could be the catalyst that redefines the company. Short-term EV noise? Temporary. Long-term: A world with millions of helpful humanoid robots solving labor shortages, boosting productivity, and creating entirely new economic value. This is why many see 2026–2027 as Tesla’s biggest inflection yet. DYOR — This is NOT financial advice. Timelines can shift; always check Tesla IR, earnings calls, or Elon’s updates for latest. #TSLA #Optimus #TeslaBot 🤖🚀
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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
TSLA FULL STOCK UPDATE — April 9, 2026 1/ Price & Key Stats
Closed Apr 8: $343.25
Trading Apr 9 (midday): ~$348 (+1.4% intraday rebound)
Market Cap: ~$1.30T+
52-Week: $217.80 – $498.83
Trailing P/E: ~320 | EPS (TTM): ~$1.08 | Beta: 1.93
Analyst Consensus: Hold | Avg PT: ~$400 (bulls at $600+; massive long-term upside) This dip is classic Tesla — short-term noise before the next rocket leg higher. 2/ Q1 2026 Deliveries – Strategic Setup
Deliveries: 358,023 vehicles (+6% YoY)
Production: 408,386 → deliberate ~50k inventory build to fuel upcoming ramps
Energy Storage: 8.8 GWh
Yes, a transitional quarter amid EV market softness — but Tesla is laser-focused on freeing capacity by winding down legacy Model S/X orders to supercharge NEXT-GEN platforms, Optimus & Robotaxi. This is positioning for explosive growth, not weakness. Q1 Earnings call April 22 — expect Musk to drop the vision bomb. 3/ Explosive Bullish Catalysts Right Now
• Cybercab / Robotaxi Production STARTS THIS MONTH (April 2026) at Giga Texas — 60+ units already sighted. Unsupervised FSD scaling is here. This isn’t just a car; it’s a high-margin autonomy network that could be worth trillions.
• FSD v14.3 just dropped — 20% faster reactions, rave early reviews. Software subscriptions + licensing = recurring goldmine.
• Optimus Gen 3 ramp targeted for summer 2026 — humanoid robots heading to factories, then homes. Bulls call this bigger than the vehicle business long-term.
• Energy business exploding with Megapack demand.
• Roadster hype and more autonomy milestones coming fast. Tesla is no longer just an EV company — it’s becoming the AI + robotics + energy leader of the decade. 4/ Options Snapshot
Weeklies and April chains ultra-liquid with active flow around $340–$360 strikes.
Volatility creating juicy setups for bulls loading up ahead of earnings, Cybercab news, and FSD momentum. IV reflecting the event-rich month ahead. 5/ Big Optimistic Picture
Q1 was the calm before the storm — a strategic pause while the real magic (Cybercab ramp THIS MONTH, Optimus production, FSD unsupervised rollout, energy acceleration) kicks into high gear. 2026 is the defining breakout year. The narrative shift to AI/robotics is complete, and Tesla is executing at warp speed. History shows these “pullbacks” turn into legendary runs when the vision delivers. Bulls see multi-trillion potential as autonomy and Optimus scale. The future has never looked brighter. DYOR — This is NOT financial advice. Markets move fast; always verify live data on Tesla IR, Yahoo Finance, or Nasdaq. #TSLA #Tesla $TSLA 🚀🤖⚡🚗
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FinanceCat ⚔️ retweetledi
Ethan Brooks
Ethan Brooks@alt_w_v_g·
Let me get this straight Yesterday Anthropic announced a new AI model that autonomously found a 27-year-old vulnerability in OpenBSD In under a day For under $20,000 It also found a 16-year-old bug in video software that had survived 5 million automated tests and every human reviewer who ever looked at the code It chained together 4 vulnerabilities to escape a web browser sandbox It solved a corporate network attack simulation that would have taken a human expert over 10 hours By itself With no human involvement after the initial prompt Meanwhile I have to fill out a form on a government website that doesn't fit my browser window The submit button is cut off The error message says "please try again later" It's been saying that since Tuesday The federal government spends over $100 billion a year on IT 80% of that goes to maintaining legacy systems That's $80 billion a year To keep systems running that were built when Nixon was president The IRS still uses a system written in COBOL from the 1960s It won't be fully replaced until 2030 At which point it will be 60 years old The Treasury's taxpayer system is 51 years old HHS runs a patient system that is 50 years old The Department of Education runs student information on a 46-year-old platform These aren't obscure backroom tools These process the money, the healthcare, and the education of 330 million people On code written before the internet existed Let me run the math $80 billion a year For 10 years That's $800 billion Spent maintaining technology from an era when the most advanced computer in America had less processing power than a modern thermostat For the same price Anthropic's new AI model could run 40 million individual security assessments Each one capable of finding decades-old vulnerabilities in a day 40 million And the government can't build a webpage that fits on a laptop screen In private equity we have a term for this It's called "capex misallocation" When you spend enormous sums maintaining obsolete infrastructure instead of replacing it It shows up on the balance sheet as an asset But it functions as a liability It drags down productivity It creates security risk It compounds every year And eventually it becomes so expensive to replace that you just keep paying to maintain it Forever Which is exactly where the federal government is A $100 billion annual IT budget 80% allocated to keeping the lights on 20% for everything new No private company would survive running its infrastructure this way But the government doesn't have to survive It just has to keep collecting taxes And those taxes are processed on a 60-year-old COBOL system That still can't handle a form that fits in my browser window Make common sense common again Plz fix. Thx. Sent from my iPhone
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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
TSLA FULL STOCK UPDATE — April 8, 2026 (Pre-Market) 1/ Price & Key Stats
Closed Apr 7: $346.65 (-1.75% / -$6.17)
Pre-Market Apr 8: ~$362 (+4.5–4.7%) — strong rebound
Apr 7 Range: $337.24 – $348.02
Volume (Apr 7): ~67–75M (elevated)
Market Cap: ~$1.30T
52-Week: $217.80 – $498.83
Trailing P/E: ~322–334 | EPS (TTM): ~$1.08 | Beta: 1.93
Analyst Consensus: Hold | Avg PT: ~$400 (high $600, low ~$145; upside potential ~15% from close) Stock remains volatile but holding well above 52-week lows despite recent EV headlines. 2/ Q1 2026 Deliveries Recap
Deliveries: 358,023 vehicles (+6% YoY, -14% QoQ)
Production: 408,386 vehicles → ~50k inventory build (widest gap in years)
Model 3/Y: 341,893
Other (S/X/Cybertruck/etc.): 16,130
Energy Storage: 8.8 GWh
Modest YoY growth in a tough environment (pricing pressure, competition, tax credit shifts). Tesla is strategically shifting capacity by ending legacy Model S/X custom orders to prioritize next-gen, Optimus & Robotaxi lines. Q1 earnings call set for April 22 — watch for forward guidance. 3/ Latest Headlines & Developments
• Stock pulled back on delivery miss + inventory concerns but showing resilience in pre-market. JPMorgan bearish ($145 PT warning), while bulls eye AI upside.
• Cybercab / Robotaxi: Production targeted to start April 2026 at Giga Texas — key milestone for unsupervised FSD scaling and high-margin autonomy network.
• Optimus Robotics: Progress toward mass production in 2026; Gen 3 design advancing with potential factory deployment. Many see this as the next massive growth driver beyond vehicles.
• FSD Updates: Continued software improvements expected; potential for broader unsupervised operations.
• Broader pivot: Tesla evolving from EV-focused to AI, autonomy, robotics & energy powerhouse. April could bring more Robotaxi/Cybercab momentum and possible Roadster teases. 4/ Options Snapshot
Near-term weeklies (including today’s Apr 8 expiry) and April chains remain highly liquid with heavy volume around $340–$370 strikes.
Typical TSLA volatility — active call/put flow reflecting event-driven sentiment around deliveries, earnings, and autonomy news.
IV elevated on key strikes; check live on Yahoo Finance or Nasdaq for current bids/asks as pre-market moves. 5/ Big Picture
Near-term: EV demand softness and inventory highlight transitional challenges in a competitive market.
Longer-term: 2026 shaping up as a pivotal year with Cybercab ramp, FSD advancements, Optimus scaling, and energy growth. The stock trades increasingly as an AI/robotics bet with explosive potential if execution hits. Analysts’ average targets point to upside, with optimistic voices highlighting multi-trillion scenarios in autonomy. YTD pressure exists, but Tesla has a history of turning skepticism into strong runs on milestone delivery. DYOR — This is NOT financial advice. Markets move fast; always verify live data on Tesla IR, Yahoo Finance, Nasdaq, or official sources. 
Delivery miss overdone or fair? Most excited about Robotaxi, Optimus, or energy? Drop your TSLA take below 👇 #TSLA #Tesla $TSLA 🚗🤖⚡🚀
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FinanceCat ⚔️ retweetledi
Tesla
Tesla@Tesla·
Intel is joining Terafab! Tesla, @xAI and @SpaceX are launching the most epic chip-building effort ever – combining logic, memory & advanced packaging under one roof terafab.ai
Intel@intel

Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology. Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics. It was fun hosting @elonmusk at Intel this past weekend!

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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
TSLA FULL STOCK UPDATE — April 7, 2026 1/ Price & Key Stats
Last Close (Apr 6): ~$353 (mild pullback after Q1 deliveries reaction)
Pre-Market: Holding steady with positive undertones
Market Cap: ~$1.33T+
52-Week Range: $214 – $499
Trailing P/E: ~330+ | EPS (TTM): ~$1.08 | Beta: 1.93
Analyst Consensus: Hold with Avg PT ~$400–$420 (bulls like Wedbush at $600, ARK Invest with massive long-term vision up to thousands) This is a classic Tesla moment — short-term EV noise, but the real story is the explosive AI/autonomy future unfolding right now. 2/ Q1 2026 Deliveries Context
Deliveries: 358,023 vehicles (+6% YoY)
Production: 408,386 → intentional inventory build for upcoming ramps
Energy Storage: 8.8 GWh
Yes, it missed some street expectations and created a temporary overhang, but this is strategic positioning. Tesla is freeing capacity by winding down legacy Model S/X custom orders to accelerate next-gen platforms, Optimus, and Robotaxi production. Modest YoY growth in a challenging macro (post-tax credit, competition) sets the stage for stronger acceleration ahead. Q1 Earnings call coming April 22 — expect Musk to lay out the roadmap with high energy. 3/ Bullish Catalysts Front & Center
• Cybercab / Robotaxi Momentum: Mass production targeted to start April 2026 at Giga Texas. Unsupervised FSD scaling in key states, potential expansion to more cities. This isn’t just cars — it’s a high-margin robotaxi network that could transform Tesla into a trillion-dollar AI platform.
• Optimus Robotics: Humanoid robot production ramp eyed for 2026. Early demos already impressive; volume manufacturing could unlock enormous new revenue streams in factories, homes, and beyond. Many bulls see this as bigger than the car business long-term.
• FSD & Software: v13/v14 updates likely soon. Subscription growth + licensing potential = recurring high-margin revenue with incredible scalability.
• Energy Business: Deployments growing; Megapack demand remains strong as the world shifts to renewables.
• New Products: Roadster unveil possibly late April — pure excitement play. The narrative shift is real: Tesla is evolving from EV leader to AI + robotics + energy powerhouse. Short-term auto softness? Temporary. Long-term opportunity? Massive. 4/ Options Snapshot
Near-term weeklies remain highly liquid with active flow around current levels (~$350–$370 strikes).
Volatility typical for Tesla — creates opportunities for bulls positioning for upcoming catalysts (earnings, FSD news, Cybercab updates).
IV dynamics reflect the event-driven nature; check live chains for latest action. 5/ Big Optimistic Picture
Q1 was a speed bump in the EV transition, but 2026 is shaping up as a defining breakout year. Cybercab ramp, Optimus progress, FSD unsupervised advances, and energy growth position Tesla for explosive value creation. Bulls like Dan Ives (Wedbush) see this as the biggest growth chapter yet, with AI/autonomy driving potential multi-trillion upside. Even with some PT trims, forward-looking targets highlight significant room to run if execution hits. Stock has pulled back YTD but remains well above lows — a classic buying window for those who believe in the vision. Tesla has repeatedly turned skepticism into spectacular runs. DYOR — This is NOT financial advice. Markets move fast; always verify live data on Tesla IR, Yahoo Finance, or Nasdaq. Q1 reaction overdone? Bullish on Robotaxi, Optimus, and the AI future? What’s your most exciting Tesla catalyst? Drop your take 👇 #TSLA #Tesla $TSLA 🚀🤖⚡🚗
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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
TSLA FULL STOCK UPDATE — April 6, 2026 (Pre-Market) 1/ Price & Key Stats
Last Close (Apr 2): $360.59 (-5.42% / -$20.67)
Pre-Market Today: ~$366–367 (+1.5–2%)
Apr 2 Range: $359–$370
Volume (Apr 2): 83M (elevated on news)
Market Cap: ~$1.35T
52-Week: $214–$499
Trailing P/E: ~334 | EPS (TTM): ~$1.08 | Beta: 1.93
Analyst Consensus: Hold | Avg PT: ~$400+ (wide range; some cuts post-Q1, Wedbush still at $600 on AI) 2/ Q1 2026 Deliveries – Key Numbers
Deliveries: 358,023 vehicles (miss vs. ~365k–369k consensus)
Production: 408,386 vehicles → +50k inventory build (widest gap in years)
Model 3/Y: 341,893 delivered
Other (S/X/Cybertruck): 16,130
Energy Storage: 8.8 GWh (below some expectations, down QoQ)
YoY +6%, but QoQ -14%. Signals softer EV demand amid pricing pressure, competition (esp. China), and post-tax credit environment. 3/ Market Reaction & Latest Headlines
• Stock dropped sharply on Apr 2 (steepest 2026 decline) on miss + inventory overhang raising margin/cash flow concerns. Mild recovery in pre-market.
• Goldman Sachs, Truist, others cut PTs; Wedbush holds bullish $600 AI view.
• Tesla ending custom Model S/X orders to free capacity for next-gen, Optimus & Robotaxi.
• Cybercab production targeted to start April 2026 at Giga Texas.
• FSD updates expected (v13/v14, potential unsupervised progress). Roadster unveil possibly late April.
• Broader pivot: From EV volumes to AI/autonomy (Robotaxi/Cybercab), Optimus robotics, & energy growth. 4/ Options Snapshot
Near-term weeklies extremely liquid with heavy volume around $360–$380 strikes post-deliveries.
Put skew noted for hedging; IV moved on the miss but remains elevated for TSLA.
Thousands of contracts traded daily — classic volatility play. Full chain dynamic; check live on Yahoo/Nasdaq for current bids/asks. 5/ Big Picture
Q1 highlights near-term EV challenges: demand softness, inventory, competition.
Yet 2026 viewed as potential inflection year with Cybercab ramp, FSD scaling, Optimus production, energy expansion. Stock trading more as AI/robotics bet than traditional auto.
April catalysts: Possible FSD/Roadster news, Cybercab progress. Q1 earnings April 22.
YTD pressured but well above 52-wk lows. DYOR — This is NOT financial advice. Markets move fast; always verify live data on Tesla IR, Yahoo Finance, or Nasdaq.
Q1 miss reaction fair or overdone? Bullish on Robotaxi/Optimus long-term? What’s your TSLA take? 👇 #TSLA #Tesla $TSLA 🚗🤖⚡
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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
🧵 TSLA FULL STOCK UPDATE — April 2, 2026 (Market Close) 1/ Price & Key Stats
Closed: $360.59 (-5.42% / -$20.67)
Prev Close (Apr 1): $381.26
Today’s Range: ~$360–$383 (volatile post-deliveries)
Volume: Elevated (typical on news day)
After-Hours: ~$360.78 (+0.05%)
Market Cap: ~$1.35T
52-Week: $214.25 – $498.83
Trailing P/E: ~334 | EPS (TTM): ~$1.08 | Beta: 1.93
Analyst Consensus: Hold | Avg PT: ~$404 (range $25–$600) 2/ Q1 2026 Deliveries – Just Released
Deliveries: 358,023 vehicles (missed consensus ~365,645 by ~7.6k)
Production: 408,386 vehicles
→ Built ~50k more than delivered → significant inventory build
Model 3/Y: 341,893 delivered
Other (S/X/Cybertruck/etc.): 16,130 delivered
Energy Storage: 8.8 GWh deployed (below some expectations)
YoY modest growth but sequential weakness + inventory pile-up raising margin concerns in soft EV demand environment.10 3/ Market Reaction & Headlines
• Stock down sharply on miss + inventory overhang amid pricing pressure/competition.
• Tesla shifting focus: Ending custom Model S/X orders to free capacity for next-gen, Optimus & Robotaxi lines.
• Cybercab production targeted for April 2026 at Giga Texas; Robotaxi narrative still key long-term driver.
• FSD progress continues (potential unsupervised scaling, v13/v14 updates).
• Broader story: Transition from pure EV growth to AI/autonomy/energy/Optimus. Near-term auto profitability risks remain.25 4/ Options Chain Snapshot
Ultra-short weeklies (e.g., Apr 2/3 expiries) saw massive volume on news.
Heavy activity around $355–$380 strikes with put skew (hedging).
IV spiked on the miss then compressed; thousands of contracts traded per major strike.
Classic high-beta TSLA volatility — check live chains for current bids/asks as flow remains intense. 5/ Big Picture
Q1 miss highlights ongoing EV demand softness, US tax credit loss impact, and China/Europe competition.
Yet 2026 positioned as potential inflection: Cybercab ramp, FSD unsupervised push, Optimus production start, energy growth.
Stock trading as AI/robotics bet more than traditional auto — any positive autonomy or energy updates could offset near-term weakness.
YTD pressured but still far above 52-wk lows. DYOR — This is NOT financial advice. Markets move fast; verify live data on Yahoo Finance, Nasdaq, or Tesla IR.
Q1 miss reaction in or was the delivery number the main driver for you? Bullish on Robotaxi/Optimus long-term? Drop your take 👇 #TSLA #Tesla $TSLA 🚗🤖⚡
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FinanceCat ⚔️
FinanceCat ⚔️@TimKrimmel·
🧵 SPACEX LATEST UPDATE — April 2, 2026 1/ HUGE IPO NEWS
SpaceX has confidentially filed for an IPO, on track for June 2026 public debut.
Reported valuation target: ~$1.75 TRILLION
Potential raise: up to $75 BILLION — could be the biggest IPO in history.
Two-class stock structure likely to preserve founder control. Retail access expected to expand. Massive moment for the space industry.34 2/ Starlink Expansion & Operations
Falcon 9 cadence remains relentless: •Yesterday (Mar 30): 29 Starlink sats from Florida (record 34th flight & landing for one booster) + 119 smallsats rideshare from California. •Today (Apr 2): Two Starlink missions planned — one from Florida (SLC-40, ~29 sats) and one from Vandenberg, CA (SLC-4E, ~25 sats).
Starlink continues rapid constellation growth. V2 satellites (mid-2027) expected to deliver up to 150 Mbps speeds with higher capacity launches (>50 sats per flight). 3/ Starship V3 Progress
Next-gen Starship Version 3 (bigger tanks, more performance) static fire testing complete.
Flight 12 (first V3 flight) targeted for early-to-mid April 2026 — watch for updates on suborbital tests and payload objectives.
Long-duration flights and in-space refueling demos still eyed for later in 2026 to support Artemis lunar missions. 4/ Other Highlights •Starlink Mobile (Direct-to-Cell) officially branded; 2nd-gen system teased as “epic” for hundreds of millions of phones (mid-2027 target). •Recent Starlink fragmentation event captured in orbit by satellite imaging (Mar 29). •Ongoing Falcon 9 reliability: dozens of missions per month, high booster reuse rates. 5/ Big Picture
SpaceX momentum is insane — Starlink driving revenue, Starship pushing reusability frontiers, and now a potential public listing that could reshape access to space investment.
From routine Starlink deployments to Moon/Mars ambitions, 2026 is shaping up as a breakout year. What’s your biggest takeaway — the IPO hype or Starship cadence? Bullish on SPACEX long-term? DYOR — not financial advice. Space moves fast! #SpaceX #Starlink #Starship #IPO 🚀
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