Ram Vallamsetti

SpaceX is the only company building the infrastructure of the future across space, connectivity, and AI → spacexipo.com

@RandyWKirk1 In one year, $TSLA is +18% and NDX +34%. Why has TSLA underperformed? Declining earnings estimates, FSD progress was way overhyped, extended valuation.

SpaceX Just Unleashed the Insane Specs for Starship V4 — And It’s Next-Level! Hey space fans! Elon Musk just dropped fresh details on Starship Version 4 (targeted for 2027), and it’s clear: the future of spaceflight just got a whole lot bigger, bolder, and more powerful.If you thought Starship was already a beast, V4 is about to redefine what’s possible.Here’s the mind-blowing upgrade package: 42 Raptor Engines Total Super Heavy booster stays at 33 engines, but the upper stage gets stretched and upgraded to 9 engines (3 sea-level + 6 vacuum-optimized). As Elon put it: “as foretold in the prophecy.” 10,000 Metric Tons of Thrust That’s roughly three times the liftoff thrust of the mighty Saturn V. This will be the most powerful rocket ever built by humanity. Towering Height: Nearly 150 Meters Imagine stacking three Statues of Liberty on top of each other. That’s how tall this monster will stand. Game-Changing Payload Designed to deliver 200+ metric tons to Low Earth Orbit in fully reusable mode. This slashes the cost of getting mass to space and opens the door to real Mars colonies and massive orbital infrastructure. Flying Space Station The upper stage will offer over 1,000 cubic meters of pressurized volume — that’s more internal living space than the entire International Space Station!Why go this big?As Starship gained heat shields, reinforcements, and all the real-world hardware needed for safety and reusability, it got heavier. Instead of endlessly chasing weight reductions, SpaceX chose to scale up everything: longer tanks, more propellant, more engines. The result? A rocket that can still haul the massive payloads required for humanity’s multi-planetary future.They’re still crushing it with V3 first — a huge leap on its own. V3 should wrap up production and testing by the end of this year, with heavy flight operations throughout 2026–2027 before V4 takes center stage.So… with Starship V4 basically being a flying city block with more living space than the ISS, would you sign up for a multi-month journey to Mars aboard one? Or are you watching safely from Earth? Drop your thoughts below — I’d love to hear them!Note: This image is an illustrative render for educational purposes, not an official SpaceX image.

Here are all the available incentives for the @Tesla Semi, which can cut a significant portion of the purchase price: Open Programs California HVIP: • Over $100M in funding for electric Class 8 trucks • $120,000–$330,000 in funding per Semi truck • Provided on a first-come, first-served basis • Public and private applicants are eligible • Stackable with SCE Drayage Truck Rebate Zero Emission Rebates for Oregon Fleets (ZERO Fleet) Program: • Over $17M in funding available for electric Class 8 trucks • Up to $120,000 in funding per Semi truck • Provided on a first-come, first-served basis • Fleets throughout Oregon are eligible • Scrapping not required Washington Zero-Emission Incentive Program (WAZIP): • Up to $175,000 per Class 8 electric truck • Total program funding: $112M • Long Range Tesla Semi eligible for full $175,000 rebate Upcoming Programs Clean Ports Voucher Incentive Program: • Expected to open Summer 2026 • Anticipated total funding is $55M • Fleets operating at the Ports of New York, New Jersey, and/or Baltimore are eligible • Likely to fund up to $200,000 (up to 74% of Semi cost) • Will be available on a first-come, first-served basis • Funding for charging infrastructure is also expected to be offered California Clean Fuel Rewards (CFR) Program: • Expected to open May 2026 • Up to $200M in total funding expected to be available • Funding levels per truck are to be determined • Likely to be a first-come, first-served voucher-style program • Fleets across California are expected to be eligible • Will be stackable with California HVIP for Class 8 only Future Programs New Jersey Zero-Emission Incentive Program (NJZIP) • Waitlisted • $175,000–$242,750 in funding per Semi truck • Provided on a first-come, first-served basis • Public and private applications are eligible • Scrapping not required New York Truck Voucher Incentive Program (NYTVIP): • Closed, pending additional funding • $200,000–$340,000 in funding per Semi truck • Provided on a first-come, first-served basis • Public and private applications are eligible • Scrapping not required (via Tesla's booth at ACT)

In my never ending effort to provide balance to the $TSLA community, I’m including long-time TSLA bear @BradMunchen ‘s commentary and relevant Q&A from yesterday’s call. Munchen: “Most importantly, Musk literally said that FSD isn't safe enough yet, & robotaxis would probably be material to profits next year.”

It's Official. The Dual-Nozzle printer for All. X2D: $649 X2DC: $899 Grab your Bambu Lab X2D today 🎨: store.bambulab.com/products/x2d?u…

Here, in all its glory, is the exclusive first look at the massive @Tesla Semi factory. Our @corememory crew went to Nevada to see the line come to life, as it gets ready to pump out thousands of all-electric trucks. We saw the new cab and went on a drive too. Wunderbar!

NEWS: Tesla will require all @Tesla owners in the Netherlands who activate FSD (Supervised) for the first time to complete a short quiz (video below), ensuring they understand how it works. Here's a new video from Tesla on how FSD (Supervised) will work in the Netherlands: