TSLA$420.69

@MatthewDR Elon says lot of dumb things, it’s better to just ignore it.

Elon previously said the Tesla Model YL will not come to the US until late 2026, it looks like reproduction prototypes are starting to show up in Texas.

@scotsrule08 You guys get fooled easily by Elon shenanigans . Someone puts a cover and you all start masturbating as a new tesla model.

Not the only mystery vehicle spotted in Austin this week..

@herbertong It’s a carrot for you all idiot Elon simps to keep you all occupied while Elon does wheeling and dealing for spacex.

A new “mystery” Tesla has appeared at Giga Texas 👀 The vehicle is fully covered, with even the wheels masked off in white vinyl. A top-down comparison next to a Model Y and Cybertruck gives a better sense of its size and shape. Any guesses what Tesla is cooking up? 👇 $TSLA via @JoeTegtmeyer

@ChipotleTweets @ChipotleTweets the quality and quantity has gone down hill. Need help with my recent online delivery order.

@xynth_m Thanks.

@echicago13 @echicago13 DM sent!

@xynth_m Alerts

@M44_1RJ When did jimmy get into Indian soaps.

🚨 $TSLA Chart Update L4 Next !! Subscribers only bitches ..

@trengilly1 @nymbusjp @JOBhakdi Ok what numbers are we talking about, in hundreds, thousands, this year? Right they are in double digit with no indication of any scale.

@echicago13 @nymbusjp @JOBhakdi That's not at all what Elon said. Elon specifically stated on the call that Cybercabs would expand to be the bulk of the robotaxi fleet this year. MASS expansion is for later when they have worked out the operational issues which could be any version of the software.

Surprise! Cybercab is churning out batches every day. I wonder what they will do with hundreds and soon thousands of cars without steering wheels. No one knows

@JoshWest247 @tnertz Are you getting paid tesla shorts?

@tnertz The issue in particular was my Wife’s shoes. I am alone today and I did wear much cheaper shoes too.

Here we go again! Robotaxi secured. Let’s try this one more time just a few hours later.

@JOBhakdi @rechtseflikker Yea, what bigger picture. No movement till v15, did you missed that on earnings call.

@rechtseflikker We will see when we get there

$TSLA very nice recovery - that is why I am not getting lost in technical analysis. More important to see the bigger picture: fundamentals, recent dynamics, catalysts. I said we are going likely back to $400 in no time, and I still believe that.

@teslayoda Didn’t Elon already answered it. Nothing going to happen till v15.

Let's see if Tesla's customer service is any good. 😅

Dear Tesla, I need help with my $TSLA shares, it’s flat.

@JOBhakdi @szolling No you are just blind Elon simp. Nothing else.

@szolling A little tight timeline for my taste - I like 18 months to not suffer from too much time decay .

If TSLA closes about $380 today, I am officially a master of my craft 🧐

@nymbusjp @JOBhakdi Ask that question to Elon. Why didn’t you ask that on say, don’t try to insinuate something which Elon already clarified. No robotaxi scaling till v15.

@JOBhakdi -> I wonder what they will do with hundreds and soon thousands of cars without steering wheels. Agreed. But those had steering wheels.😅 When we see dozens of them every day, popping up in the parking lot without steering wheels will be the real signal.

@lovetesla2030 @imPenny2x Whose fault it is? Elon couldn’t convince majority of tesla owners to get fsd, how is he going to convince majority out there.

@imPenny2x Agree. I’m tired of convincing every idiot with huge ego about Tesla

Last night I was talking to someone who had a newer BMW and insisted their car could self drive as well as a Tesla. We didn’t even make it one light before they had to take over. Immediately the pivot was “I wouldn’t trust a Tesla to drive me”. Me: did you know it is already significantly safer than a human driver? They really had no idea. A car person. We are so early.

@BLKMDL3 People have stopped believing you and wholemars because constantly praising and glazing while Elon clearly states that it’s not ready until v15. Who is right, you or the ceo?

Another rave review here. This build is phenomenal!

FSD v14.3.2 has been driving me all over LA tonight. This build is f-ing incredible, smooth as butter and it’s fascinating how well it can handle complex traffic scenarios, road closures and tight roads. Best FSD build ever, holy shit. Tesla cooked here.

@teslayoda Do you say this every week?

FSD is going to deliver the ChatGPT moment for real-world AI. Short $TSLA and find out.

@DanBTC916 @flntwd @elonmusk This will be structured and executed in such a way that it benefits Elon the most. he doesn’t care anymore about peasants tesla shareholders.

@flntwd Agreed, if @elonmusk can comment on this, it would really lift the overhang on TSLA. Clarity would be appreciated. I think investors deserve better because it’s been 5 years of consolidation with TSLA on the cusp of a rerating, but now we have more questions than answers.

Some thoughts on the merger of equals (MOE) scenario between SpaceX and Tesla that is being pushed by many Tesla influencers. For starters, MOE deals are relatively rare. And they are even more rare where the surviving entity has a dual class share structure (SpaceX), the acquiree (Tesla) has a single class share structure, and the dual class share structure remains in place post-merger. I have found only one transaction that meets this criteria: First Citizens / CIT Group, closed Oct. 2022. In any case, MOE deals are commonly structured with a fixed exchange ratio. The effect of this structure is that, between signing and closing, the stock of each company typically moves in unison. If Company A stock goes down 10%, Company B stock typically follows, and vice-versa. The two stocks effectively trade as a single “synthetic” combined entity. Large MOE transactions, particularly those involving significant regulatory scrutiny, can easily take 12-18 months from signing to closing. An MOE between SpaceX and Tesla would likely take that long to close, if not longer, due to mega-cap scale, cross-industry elements, and likelihood of extended antitrust and sector-specific reviews. SpaceX is set to IPO at an expected $1.75-$2.0T valuation. Let’s assume, for purposes of this illustration, that both companies have a market cap of $1.75T at signing, that a deal is signed in Q1 2027 and the fixed exchange ratio is set at 50/50. For 4-6 quarters (if not more) following signing to closing (Q1-Q3 2028), SpaceX and Tesla share price movement would be highly correlated. If one company releases bad news (weak earnings, regulatory setback, etc.) and its standalone stock declines, this directly lowers the expected market cap (and thus value) of the combined post-merger company. Because ownership percentages are locked by the fixed ratio, the market reprices both stocks downward proportionally. The underperformer’s decline weighs on the outperformer. If one company outperforms, it provides a partial offset and will lift both stocks; however, it does not lift up the underperformer beyond what the blended combined valuation justifies. The net effect is usually that both stocks trade lower (or move in the same direction) than they would have without the underperformance. From a Tesla shareholder perspective, this means that even if robotaxi and Optimus scale meaningfully by 1H 2027 and start materially contributing to Tesla’s financials, if SpaceX underperforms and its market cap declines, then Tesla’s market cap at best would have limited upside (and could potentially decline!) in that scenario, notwithstanding what would otherwise be a re-rating of the stock and likely a significantly higher market cap absent the MOE. The reverse is true as well. If SpaceX outperforms, it may marginally boost Tesla’s market cap during that time period. But Tesla investors should be asking themselves, what is the most likely scenario, looking out 24 months from now? With robotaxi at scale and Optimus rolling off the production line, Tesla market cap could easily double by the back half of 2028. How confident are you that SpaceX will double its market cap in its first two years as a public company? How will you feel if Tesla delivers beat after beat, quarter after quarter, after a deal is signed, but SpaceX underperforms, so Tesla share price stays flat for another 2 years when it might otherwise be trading $1,000+? I fail to see how rushing into a merger with SpaceX makes sense from a Tesla investor perspective given the expected timeframe for a transaction (~12-18 months from signing, maybe longer), that Tesla is on the cusp of a re-rating (for which investors have been patiently waiting 5+ years) in the midst of that timeframe, and that SpaceX is set to IPO at a record valuation that may or may be sustained during that timeframe. @smdcapital @DanBTC916

@strengthPlan The more desperate you are, it will just go sideways or down.

Tesla stock better be $400 tomorrow and this week 😡😡😡#tsla