Carsonight

Things Tesla will "never" do: •✅Model X •✅Gigafactory •✅Model 3 •✅European homologation •✅Model Y •✅Build a factory in one year •✅5 year (now 8) CAGR of 50+% •✅Make a profit •✅Pay its debt •✅4680 cells •✅Semi •✅Cybertruck •Roadster •FSD •Robot

Nica Container Freight Line Inc has just ordered 20 new @Tesla Semi trucks, with the first trucks slated to be operating next year. "We want to invest in advanced technology. We're excited to grow our business with these awesome new zero emission trucks" - CEO Jacky Lopez Nica is based in Los Angeles.

GOOD NEWS 🚨 Tesla Semi Orders Are Pouring In 🔥 Heavy-duty fleets are seriously ramping up their transition to the Tesla Semi! Two major transport companies operating around California ports have just confirmed significant new orders, working alongside infrastructure provider Forum Mobility. Here’s the breakdown of the latest fleet expansions: 📦 Big F Transport – 40 Tesla Semis - The catalyst: After successfully running 9 eCascadias out of the Port of Long Beach, they brought in a Tesla Semi for a demo—and immediately put 40 more on order. - The feedback: Drivers are loving the smooth, quiet ride; shippers are hitting their Scope 3 emission reduction targets; and CFOs are locking in a much better Total Cost of Ownership (TCO) compared to diesel. 🚢 NICA Container Freight Line – 20 Tesla Semis - The investment: This long-standing, family-owned company, which services the Ports of Long Beach, LA, and Houston, is making a major push into advanced tech with a commitment to 20 new Semis. - The timeline: These trucks are slated to be fully operational by early 2027. 🔋 The charging ecosystem Both of these fleets will operate out of Forum Mobility’s upcoming depot under development in Rancho Dominguez. What is really moving the needle here is the economics: fleets are able to lock in Tesla Semi leases and ultra-fast Megawatt Charging System (MCS) access at a significant discount to diesel. ⚓️ The tipping point for electric commercial trucking is officially here 🔥

@Westcoastzest @SERobinsonJr @JoeTegtmeyer I have been predicting the Semi for years, in the face of "vaporware" ridicule.

@SERobinsonJr @JoeTegtmeyer Semi is the Trojan horse no one saw coming lol

TESLA: GlobeNewswire is reporting that WattEV CEO Salim Youssefzadeh just announced an order for 370 Tesla Semis! Deliveries of the first 50 units begin in 2026, with the full fleet operational by end of 2027. Over 300 trucks will operate under a joint program with the Port of Oakland, supported by new Megawatt Charging System stations in Oakland, Fresno, Stockton, and Sacramento. This was announced at the ACT Expo in Las Vegas.

@philip_kennett @stargator55 @SERobinsonJr @elonmusk I am sure you are right. Germany has already been mentioned for the second Semi factory. Strictly speculating for the third, Tesla has a lot of acreage in Texas that they are not using yet.

I expect a second Semi manufacturing facility is already factored in. There are probably a dozen or more potential sites earmarked, and it wouldn't surprise me if a groundbreaking announcement for a new site is made soon. Let’s just say @elonmusk knows pretty damn well all the where, when, what, and whys of scaling.

@Wwit314 @SERobinsonJr @JoeTegtmeyer Precisely. People focus on long haul, but it's drayage and regional runs where Tesla is going to dominate and they will not be able to make the Semi fast enough. Within a few years there's going to be a shake out, consisting of those who have the Semi and those who do not.

@SERobinsonJr @JoeTegtmeyer That’s 430 new orders. 370-WattEV, 60-Forum Mobility. Drayage is a no-brainer, as is refrigerated trucking of meat and dairy, as is food delivery Sysco, US Food and others.

This is what I've been predicting for a long time. The ports and the regional runs are going to take all the Semis that Tesla can make for years.

Fools laugh about nothing. If you have evidence to support your pop psychology that an expert in his field is "flattering" a "narcissistic" personality, present it using the criteria below. Absent that, I'll take the expert opinion over some rando on X. Was he there? Is he knowledgeable? Has he anything to gain by lying? When the source is an expert who was there and who no longer has any financial ties with the person under discussion then, absent proof otherwise, he's credible.

@carsonight @DOdeniyi9389 @grok @yatharthmann I’m laughing because you keep acting like you’ve done something. There’s no evidence Musk did anything and every time he speaks on things related to science and engineering, he’s wrong.

"You need an engineering degree to be an engineer" Nikola Tesla didn't have an engineering degree. Thomas Edison didn't have an engineering degree. The Wright brothers didn't have an engineering degree. Michael Faraday didn't have an engineering degree. Henry Ford didn't have an engineering degree. James Watt didn't have an engineering degree.

@lamejojo222 @DOdeniyi9389 @grok @yatharthmann "Lol" is the childish response here, similar to a child closing his eyes, plugging his ears, and saying "nuh uh".

@carsonight @DOdeniyi9389 @grok @yatharthmann Lol.

@lamejojo222 @DOdeniyi9389 @grok @yatharthmann To discuss the credibility of a source: Was he there? Is he knowledgeable? Has he anything to gain by lying? When the source is an expert who was there and who no longer has any financial ties with the person under discussion then, absent proof otherwise, he's credible.

@lamejojo222 @DOdeniyi9389 @grok @yatharthmann Since I was not there and neither were you, "'Guy said a thing'" is how rational people find answers. When a person who was there relates in an interview what happened years ago, you need evidence to claim he's not telling the truth and "flatter" does not cover it.

@lamejojo222 @DOdeniyi9389 @grok @yatharthmann Projecting much? You are the one with the conspiracy theories to explain why engineers are not saying what they really mean.

@carsonight @DOdeniyi9389 @grok @yatharthmann lol. What a childish response.

@grantbelden @TeslaStars @TeslaGong @MercedesBenz @Tesla @hypercharts Salty much? I never wrote that you "claimed"... Ad hominems are the sure sign of a losing argument. 50% Model 3/Model Y CAGR is why Tesla has $40 billion in cash or cash equivalents. Now energy is growing faster than the 3/Y ramp. You asked for the update.

@carsonight @TeslaStars @TeslaGong @MercedesBenz @Tesla @hypercharts I’ve never said headed to $0 and started this account 6 years ago You’re a clown Glad the 50% CAGR never mattered

Hey @MercedesBenz, when exactly did it get worse for @Tesla? 🤔 Just curious, can’t find it on that chart… 🧐 📊 by @hypercharts

@lamejojo222 @DOdeniyi9389 @grok @yatharthmann There's little else to be said to you when brilliant engineers, successful in their own right, have called Elon Musk an engineer and you respond with conspiracy theories about what they really think.🤪

@DOdeniyi9389 @grok @carsonight @yatharthmann LOL. We're to the replies a 10-year-old would give.

@TeslaStars @grantbelden @TeslaGong @MercedesBenz @Tesla @hypercharts Yep. Been heading to zero for 10 years now.😆

@carsonight @grantbelden @TeslaGong @MercedesBenz @Tesla @hypercharts Obviously heading to zero 📉💥🤔

@hj_morgan65645 @GrindeOptions Tesla FUDsters are entertaining, that's all. I've been watching them lose their a$$ since Tesla was $20 per share, split adjusted. You, sir, are merely the latest example.

@carsonight @GrindeOptions is this like a secret incel group or something? fucking dumbass weirdos lmao

$TSLA will be above $420+ by end of the month.

@grantbelden @TeslaGong @TeslaStars @MercedesBenz @Tesla @hypercharts Tesla energy growing exponentially, faster than the Model 3/Model Y ramps. Semi, start of mass production. FSD Cybercab, start of mass production. Cortex, installed with such speed that Nvidia CEO called Elon Musk "singular" and that nobody else could have done it.

@carsonight @TeslaGong @TeslaStars @MercedesBenz @Tesla @hypercharts Update

@tweet @theBocker70 @ICannot_Enough No no, you did not answer the question. According to you, Elon Musk "defrauded investors" in the middle of the Biden administration. You alleged a crime. Your theory must expand to explain why he was not indicted during Biden's administration. Trump does not cover that.😏

@carsonight @theBocker70 @ICannot_Enough Elon said it himself. Don't you remember what he said about why he HAD to support Trump in the way he did, including financial? To save the Western world etc. If I'm a conspiracy theorist, so is he.

Another $TSLAQ bearytale bites the dust! 🤣 $TSLA

@DOdeniyi9389 @lamejojo222 @grok @yatharthmann He won't answer you because he can't, and this one example, out of many, completely destroys him. He is a sad little man making cat calls from the peanut gallery. I expect him to follow up with ad hominems and a block.

@lamejojo222 @grok @carsonight @yatharthmann That?

@tweet @theBocker70 @ICannot_Enough Bless your heart, a conspiracy theorist. Your conspiracy of choice is collusion instead of incompetence? What's your theory about the reasons he did not face charges under the Biden administration?

@carsonight @theBocker70 @ICannot_Enough He "donated* $277 million to Trump. Remember how he joked to Tucker Carlson he'd likely be going to prison if Trimp didn't win?

@tweet @theBocker70 @ICannot_Enough What is your personal theory of the reason Elon Musk has not faced criminal charges because he "defrauded investors"? Asking for a friend...😏

@carsonight @theBocker70 @ICannot_Enough You know it's true