Peter

A record 102 Cybercabs spotted today at the outbound lot at @Tesla's Giga Texas factory.

I took a look at this. It’s one that requires your own research but it does look like EchoStar sold some spectrum to SpaceX back in 2025 and is supposed to get paid with around 262 million SpaceX shares, basically a 2% stake. They won’t actually receive those shares until late 2027 though. What’s it looks like is not fully priced in yet is that future delivery, plus the near-term stuff like the AT&T deal closing any day now (which brings in a big chunk of cash to pay down debt) and whatever comes out of this ongoing spectrum auction. Those could push SATS higher quicker than the market is currently giving it credit for.

$SPCX up over 5% in overnight trading to $169. Monitor the situation with realtime data on my livestream: x.com/i/broadcasts/1…

@pmarca “It ought to be solemnized with Pomp and Parade, with Shews, Games, Sports, Guns, Bells, Bonfires and Illuminations from one End of this Continent to the other, from this Time forward forever more.”

SUPER DELTA

If the merger is the end of an investment and someone is walking away, then fine, but I don't consider that as investing, it's trading. Bradford is discussing catalysts for a short term trade, not what is best for long term investors who continue to hold the post-merger investment.

@SPCXTSLA He’s making a good point. It’s worth thinking about. Analogies aside, Elons interests are not necessarily aligned with tesla shareholders. If that doesn’t matter to you, fine, but speaking only as a rational investor it’s hard to make the case that it’s not important.

Bradford is wrong. A merger is not a sale. It’s the start, not the end. A better analogy is like $SPCX is signing the best player in the world, $TSLA, to join the team and giving a signing bonus before going on to win the Championship together. Lionel Messi and Cristiano Ronaldo didn’t consider their signing bonuses the win, it was insignificant compared to lifting the trophy 🏆

I suspect we'll discover that the greenshoe / over-allotment has been utilized to temper SPCX demand and we'll see some crazy high volatility this week. TSLA is the smart medium term purchase given the choice.

@elonmusk Hell yes

Time to get that volcano lair I’ve always wanted. I think it’s in the “Beyond” section of BB&B.

@BeardedTesla Shame it’s not HW4

Listen…I think we have passed the price point where we should have a conversation about accessibility to a 1k hp rocket…

We’re seeing more Cybercab verification vehicles these days. Previously, most of the verification fleet consisted of Model Ys. I’m not exactly sure, but I think this could indicate that Cybercab FSD training has moved into its next phase. $TSLA

“It ought to be solemnized with Pomp and Parade, with Shews, Games, Sports, Guns, Bells, Bonfires and Illuminations from one End of this Continent to the other, from this Time forward forever more.” — John Adams

@TheTeslaBull @JOBhakdi Love to see this

Brother Jo- A few more details. I have driven 250 miles on 14.3.4. It is by far the best overall FSD build by a wide margin. It is far more refined than 14.3.3 which in some ways for me a regression from 14.3.2. 14.3.4 can clearly go wide to EVERYONE. The nag feels even less than 14.3.3. The car no longer brake stabs for animals- it just lets off the accelerator more naturally. The selection of parking options at destination is very nice and feels like this is one step closer to robotaxi. Some small issues still with parking selection/ my personal preference not being matched with where the car parks, but this is an incredible build! The pace of improvements is mind boggling. Essentially every 2-3 weeks we are getting upgrades! This will only go faster as the AI learns more. I AM BUYING MORE $TSLA. (I have held and accumulated since 2013 and well into an 8 figure position, likely to cross 9 soon).

I appreciate the review , but… more details please lol

@TheTeslaBull Monitor the $SPCX situation on my livestream which has live data from overnight trades: x.com/i/broadcasts/1…

WOOOOO SPACEX $SPCX OPENS UP NIGHT TRADING AT $169

@MattKilby23 ❤️

After taking some time to reflect on the last week, wanted to share my SpaceX story. In the last four years my family has: 1. Lost our firstborn daughter 38 hours after birth due to a rare genetic condition 2. Navigated another rare condition with our second born, who required a 10-hour surgery when she was 3 months old and was in the ER every 4-6 weeks for her first 18 months of life 3. Lost the dog who got us through the above 2 bullets unexpectedly at 6 years old Amidst all of that, I took a risk (at the time) to pick up my family’s life to join SpaceX in Florida. The past week was the most incredible of my career and man it feels good to get back in the win column. SpaceX has changed my life. For those going through the valley, stay the course. Sometimes the highest peaks are just on the other side.

@Xil_llix That would be sweet

The next gen Tesla Roadster, using SpaceX tech, could well be revealed the same week as we get the merger proposition. $TSLA $SPCX

@MatthaiosR @mrfundman I’m glad you like it ✌️

@SPCXTSLA @mrfundman This is awesome 😎

@mrfundman Monitor the situation on my livestream which gets live overnight price data: x.com/i/broadcasts/1…

@mikepat711 LLMs are stronger at analysis of the past than imagining the future

I just had Grok Build do a 15-year Tesla company/stock analysis. Ngl I think this is better than Claude's output: grok-tesla-analysis.pages.dev

@BeatGreatFilter @mikepat711 Yeah, love to see it

@mikepat711 @SPCXTSLA Very few sales guys using AI in any fashion, in my experience. You're a rare bird.

Grok Build has a team of agents doing market research for me in Florida with composer 2.5 while I sit here shitposting. 2026 is one of the most unique and epic years of my life so far.