mindlock

@StockSavvyShay Its literally not even made by them

@6abcadamjoseph hey @6abcadamjoseph any idea why NAM continues to climb? Obviously, 46 inches is not happening but seems so bizarre for the numbers to be climbing run after run...

Thank you I literally put in a half days work on my day off. Love it

@DanBTC916 Spacex +XAi seems most likely. Interested to hear your take @DanBTC916 but it seems like Elon's new pay package requires Tesla to be a separate public company.

Interesting. 2026 is definitely going to be an exciting but very volatile year for $TSLA. Going to take this report with a grain of salt, but we’ll see!

@AlternateJones Elon + Tesla Board spent like a year negotiating a pay package based entirely on market cap and operational milestones. You really think they will completely restructure that plan for a merger with Spacex after approving it literally 2 months ago?

The mother of all mergers is coming …

@teslayoda I think there is zero chance this happens. Elon negotiated the pay package with the board for what, 1 year? No way he gives up the market cap and operational milestones for a merger that would probably take years to materialize.

A Tesla–SpaceX merger makes sense if AI satellites are seen as solar-powered robots in space, built largely with Tesla tech: Tesla solar panels, Tesla Terafab chips, and Tesla-manufactured structural components. However, since SpaceX business outcomes aren't currently connected to Elon's new comp package, I doubt a full-on merger will happen. I think Tesla taking a stake in SpaceX is more likely.

@ZacksJerryRig @DBurkland With all due respect @ZacksJerryRig why would Tesla update HW3 cars not knowing what the actual requirements for FSD will be? We are seeing in real time the required hardware for FSD change like camera washers. You dont think it makes sense to fully decide on requirements first?

@DBurkland Actions speak louder than words though.

Elon confirming for the 10th time that Tesla will take care of HW3 customers who purchased FSD

@NWS_MountHolly How are you giving Philly a 76% chance of a foot or more and all the local whether stations have much different totals?

Snow may mix with or change to sleet or freezing rain across portions of SE PA, S NJ, and the Delmarva Sunday. This may hinder snow totals some, but significant impacts are expected nonetheless. Full briefing available at: weather.gov/media/phi/curr… #PAwx #NJwx #MDwx #DEwx (2/2)

Confidence continues to increase in a major winter storm impacting the region Saturday night through early Monday afternoon. Major impacts from accumulating snow are likely areawide. (1/2)

@DanBTC916 Got it, thanks for your response

@arkive_tech It’s a lower probability scenario, but that will require a complete disappointment in the next 2 earnings calls, significant delays in Robotaxi scaling, 20%+ pullback in SPX.

Here’s our plan for $TSLA in 2026 using XY Strategy to accumulate shares, calls, and LEAPs. Y Axis Accumulation Range: $430 to $200 Factoring in all scenarios and valuation. Anything is possible in markets X Axis Accumulation Period: Jan to October 30th, 2026 It will take time for Tesla to scale Robotaxi and CyberCab. In case TSLA chops in a range, we will accumulate over time. Options will follow the XY Strategy, but with more caution due to time decay and volatility. In terms of the price range and accumulation period, we think this gives us a good opportunity to slowly add more shares and calls while taking advantage of volatility before Tesla rerates higher later in 2026 and into 2027. We have cash ready after closing out all of our calls during the rally to the upper $400s in Dec. Will post at a high level our accumulation for followers. Detailed plan, live updates, unfiltered thoughts, and much more available for Subs.

@DanBTC916 When do you think SPX enters a 10% pullback? This quarter?

I’m quite impressed my $TSLA prediction for Q4 2025 posted back in August 2025 has played out almost perfectly! Overall expecting a re-accumulation phase in H1 2026 in the $400s to $300s. If TSLA significantly disappoints Q4 2025 earnings (Robotaxi progress, complete miss on estimates), the $SPX enters a 10% to 20% pullback, the narrative could turn very bearish and $250 could be tested. Zooming out, we still think TSLA is in a 3 year+ Wyckoff Accumulation, which should conclude sometime in H2 2026, driven by Robotaxi scaling significantly and Tesla returning to growth. Since October 2025, price and volume is suggesting TSLA has been in a Wyckoff Distribution phase as every higher high had diminishing volume and bearish divergence in CVD. Over the next few weeks, Tesla is reporting Q4 2025 earnings and that should be the catalyst that could trigger the completion of Wyckoff Distribution, leading to Mark Down, which begins the H1 2026 re-accumulation phase we have been anticipating since August 2025. Near it’s hard to see a sustainable rally above $500 without Robotaxi scaling and earnings growing. If we continue to see bearish divergence on near term rallies and lower highs being made, that further validates Wyckoff Distribution. We are holding 100% of our shares and will hedge part of our position with Puts when conditions are optimal (details available for Subscribers). Note, I posted this chart before Musk disclosed his $1B purchase of TSLA on 9/15/25. The blue line is just a general estimate of what we should expect. TSLA could fall significantly lower if we see a disappointing earnings, Robotaxi delays, or the media pushing a declining auto business which negatively impacts earnings.

@ChrisDungeon $250 would be amazing if it hits again, low likelihood though imo

Rolled 1% of $TSLA position into cash on Dec 31st. Waiting on a dip between now and Cybercab's April production ramp. Any major delay in deploying Cybercab or expanding Robotaxi will send TSLA lower in the short term. Buyer at $250 and under. Wise to never say never with TSLA.

@TSLAFanMtl I think Q1 will be the real test. This is historically Tesla’s worst quarter and I’m not sure the standard variants are helping much. They still need to make money to fund the autonomy build out.

Stock up +2% on so-so deliveries and another year of negative vehicle sales. If it wasn't already clear to everyone, car sales don't really matter much anymore.

@DanBTC916 You think $300 range is back in the cards or long gone?

@arkive_tech Agreed. Made that very clear in my 2025 Outlook posted in August.

Volume came through, CVD remained firmly positive, and $TSLA made a new ATH. This is exactly what we want to see during a breakout to new ATHs. Now the fun starts at $500.

@AnthonyDiBs @SawyerMerritt The updating cars overnight is not the issue. Don’t they need regulatory approval in every state/city to even allow this update to function legally?

@SawyerMerritt A single software update that will instantly turn a depreciating liability into an income-generating asset. Long $TSLA

Morgan Stanley in new $TSLA note: "We expect Tesla to increase its Robotaxi fleet size to 1,000 vehicles on the road in 2026. By the end of 2035 we expect Tesla to have 1 million Robotaxis on the road across multiple cities." It's gonna be a hell of a lot more than that lol

@thejefflutz @StockSavvyShay They are still at like 25 in Austin 6 months after launch though right?

@StockSavvyShay Will be far more than 1K

Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. 2. To expand state-by-state in 2026, Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance weakens fast. 3. The Cybercab is a purpose-built robotaxi with no steering wheel or pedals built through Tesla’s “unboxed” manufacturing system. Lower parts count plus lower capex per unit means cheaper vehicles, faster ramp & better unit economics for an autonomous fleet. Productions starts April 2026

@amitisinvesting How exactly is the run healthier? Earnings are still not growing and still zero indication of when they will accelerate again.

$TSLA Ironically, Tesla hit ATHs of $488.54 last year on…December 17th. Would be quite poetic to see it get back there either today or tomorrow. While we are seeing a rotation out of tech, looks like the street wants more exposure to physical AI and the robotaxis in Austin were evidence over the weekend of that reality becoming more real. However, the Dec 17th high was also the short term top for Tesla last year as well. It does feel like a much healthier run to the $480s this time. $TSLA now +24% YTD and +125% since Tim Waltz called the bottom

@ChrisDungeon Agreed. Tesla needs to actually get moving to make revenue growth possible next year imo. We are still stuck at like 20 robotaxis in Austin I believe?

@arkive_tech Anything can happen in between now and a Wall Street re-rating. 40-50% retracement to sub-$300 is not out of the question. Most volatile stock there is in the short term.

Don't jinx a new ATH for $TSLA 🤫🤐

@DanBTC916 Do you think this all comes back with the delivery report in 3 weeks? I don’t expect it to be good honestly and they are even discounting standard models apparently

$TSLA breaking the $460s making near term higher highs. CVD firmly positive so far today. Overall looking good.