davidyau
17 posts
$TSLA reportedly pushed the Roadster demo to August.
This is the latest delay for a vehicle first unveiled back in 2017 and originally targeted for launch in 2020.
At this point, Roadster is no longer a core earnings driver.
It is a brand halo product.
The real Tesla valuation debate has moved elsewhere:
FSD
robotaxis
Optimus
AI chips
energy storage
software services
That is why the market may not treat another Roadster delay like a major financial event.
But it still matters for execution credibility.
Tesla is prioritizing higher-value platforms like autonomy, robotics and Cybercab over a low-volume sports car.
Roadster may generate headlines.
But Tesla’s stock is now trading on whether autonomy and robotics can become real revenue streams.
The August demo matters less for units.
It matters more for trust in Tesla’s execution timeline.
English
@Jordan97995944 這家公司其實真的超級垃圾 , 永遠時間表都沒有正確的 , 根本內部都搞不定但一直需要消息撐住股價 , 跑車 / 機械人/ 無人的士 / fsd , 全部都沒有到達 , 還說什麼2026之年 都過一半了
中文
🚨 Tesla Roadster Demo Now Expected in August
According to reports, Tesla has pushed the next-generation Roadster demonstration to August as work continues on its SpaceX-inspired thruster system.
The demo is expected to showcase the "A71" cold gas thrusters, designed to boost performance and potentially allow the Roadster to briefly lift off the ground.
Tesla is reportedly planning both a standard version and a special SpaceX package. $TSLA
Source: theinformation.com/briefings/excl…
English
English
New Roadster unveil hopefully next month.
It will be a banger next-level.
Jon Erlichman@JonErlichman
On this day in 2008: production starts for Tesla’s first vehicle, the Roadster.
English
davidyau retweetledi
#tesla @elonmusk @Tesla It’s already June. Where’s the Roadster? Where’s the large-scale Robotaxi rollout?
This is exactly what happens when elite engineers are led by terrible PMs and management. Endless promises, constant delays, and nothing delivered on time — leaving Tesla supporters and investors disappointed again and again.
Tesla team, why do you keep torturing your biggest supporters? Do you know how embarrassing it is for “good news” blogger? They get mocked daily but still have to push hopium for clicks.
If you stopped leaking and overpromising, the stock would easily be over $700 by now. Every real breakthrough would be a surprise and send the price soaring. Instead, we just get disappointment after disappointment.
wang@wangwan97881777
@elonmusk and his team @Tesla have really let down Tesla investors. For the past year, while other stocks soared, Tesla has been painfully stagnant. The main reason? Musk and his leadership team. They have elite engineers, but they're being dragged down by terrible PMs and management. Otherwise, the stock would easily be over $700 by now. Musk and his team owe investors a real apology. Even the Tesla bloggers keep posting "good news" but it’s getting increasingly awkward and embarrassing. They only continue because Tesla content still gets traffic. As I’ve said before, the two big problems are: 1. Constantly leaking key technology, helping competitors catch up fast: 1_a. They hyped AI end-to-end way too early. Now many automakers (like the new Mercedes CLA) have caught up. The CLA already feels more luxurious, and its self-driving is getting very close to FSD. Plus its hardware is stronger than HW4. 1_b. If I were Nvidia, I’d immediately use Tesla’s own idea: turn idle cars into AI servers for rent. Tesla can’t do that yet with HW4, but others will steal the market first. 2. Endless broken promises: Robotaxi, Roadster, Optimus — almost everything gets delayed. Supporters and bloggers get excited every time, only to be disappointed again. It’s painful to watch. Musk, why does your team keep tormenting your own supporters like this?
English
$TSLA 当前442美元的股价，市场只给了Robotaxi约40%的成功概率，Optimus几乎为零。⠀
这个定价，严重低估了接下来要发生的事。⠀
第一，当前情绪刚刚好。⠀
不是过热，是从360美元的极度悲观中修复。⠀
欧洲FSD已获批，Tesla在涨价，其他车企却在降价求生。⠀
FSD订阅里程单月大增30%，用过的人都说：这不是驾驶，是真正的移动奢侈服务。⠀
第二，SpaceX IPO规则被彻底改写。⠀
Elon亲自下令：所有银行和托管机构禁止优待大户。⠀
合格账户只要申请，至少保证1股，剩余按比例分配。⠀
华尔街老男孩网络第一次被正面打破。⠀
SpaceX IPO完成后，部分资金大概率回流$TSLA。⠀
第三，Cybercab最快9月落地。⠀
延迟的核心原因是需要重新训练适配新摄像头位置、车身尺寸和四轮转向系统。⠀
就像Cybertruck当年花了近一年才上FSD——之后的结果大家都看到了。⠀
第四，Optimus是被定价为零的超级变量。⠀
95%成功概率。⠀
TAM是每人2到3台，企业定价10万美元每年依然会被抢光。⠀
制造成本、迭代速度、Dojo芯片——每一项都领先同行。⠀
单Optimus一项估值就对应3500美元每股，整体市场潜力20至26万亿美元。⠀
AI硬件还在吃第一波红利，应用层大爆发还在后面。⠀
$TSLA 442美元，你是继续持有还是加仓？⠀
中文
True.
New Roadster unveil probably in late April.
Massimo@Rainmaker1973
Today in 2008, Tesla began the regular production on its first car, the Tesla Roadster. Also, a reminder that there's one Tesla Roadster in an elliptical heliocentric orbit crossing the orbit of Mars.
English
预测市场押注特斯拉与SpaceX有70%的概率会在明年合并！
Kalshi@Kalshi
JUST IN: 70% chance Tesla and SpaceX merge within the next year
中文
