TSLA Terathread - For the week of Nov 10

Good morning here is the link to last week's Terathread https://www.reddit.com/r/RealTesla/comments/1onfjpg/tsla_megathread_for_the_week_of_nov_03/ P.S. the bot works! The future of automation is here!

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Well the other thread needs to stay dead. That's what I'm waiting for.... EDIT: Looks like the other thread is dead. HURRAH! Success!

I hope and I really think Tesla is going to face reality after q4.

I never know when TSLA will meet reality...it might take 3-4 quarters or a couple of years.. It has done a fantastic job of running on hype, hope, and a heavy dose of corporate puffery.

Tesla maybe. TSLA - could take a while for it to sink in.

You'd think, but all Elmo has to do is say robotaxi production is in track for Q2 and people will believe not only that they will make the cybercab, but also that it will magically drive itself and earn billions.

I'm stuck in my march/april puts for the simple reason I'd still buy them today at today's price so why sell (I believe news >> chartology with TSLA)

so the market will just forget his promise (way back in July) of robotaxi available to half the population by the end of the year I guess he didn't touch on that again in last quarter's EC of course

And market manipulation

Yes - that's the point. Whatever the promise is FSD, Robotaxi, Robots, AI, Roadster - it's always "coming soon" so don't sell, buy more and hold. Soon it will blow up since none of this is priced into the P/E of 300.

Cybertruck + M3 program head quits; MY program head also quits the same day. Obviously this is bullish news. I’m surprised the stock is up only 3.8%!

Come on man, do you need any more proof that they're not a car company? No need to lead departments that are less important than the upcoming chip FAB. Manufacturing state of the art-bleeding edge microchips is far easier than building the Cybertruck

It's always the new promise that is most true, past promises are lies just less true than the promises of today

For real, what‘s pumping TSLA today? Musk already leveraging his fresh 1t$ package to buy more stock and calls on margin? Free money glitch.

Stop pretending that news has any relation to the stock price and you’ll be much better off. The company could be headed into bankruptcy proceedings and it would probably be up 3%. That’s literally how is works. Just accept that nothing makes sense

General risk on trade with a government funding CR being passed by the Senate.

Just moving with the market. Dems folding like wet tissue paper it seems

It almost shouldn't be news program managers leave Tesla. They don't build new vehicles. Or really anything anymore. What's a program manager going to do?

Manage rental fleet.

Sell to SpaceX

[Farzad video](https://youtu.be/JJvXIFaqHqY?t=123) uploaded today, excited about how Elon's saying something about being able to text while driving within a month or two, which is exactly the same timeframe he gave[ to him, **in June,** about losing the Austin robotaxi safety drivers](https://www.rebellionaire.com/post/robotaxi-safety-driver-end-date). What is going on? So many people seem completely goldfish bowl these days, with respect to Musk, Trump; has it always been like this and I failed to notice before? Is it a side effect of the Internet somehow shortening attention spans? I am genuinely confused by it all.

"per my modeling" is just so funny to me.

Just in the US...

Why did Tesla single out China for the sixseater Model Y L? Is this some kind of cruel joke? According to a 2023 [study](https://pmc.ncbi.nlm.nih.gov/articles/PMC10473416/) a staggering 99.02% of the families in Shanghai were One-Child and Two-Child families.

China loves long wheelbase cars: https://chinacarhistory.com/2024/10/14/chinas-obsession-with-long-wheelbase-cars-and-my-obsession-with-chinese-long-wheelbase-cars/

Thanks! All of them (except one) are 4 seaters though?

Want to short Tesla however to do it- Needs to reject monthly timeframe Lower highs on daily timeframe Stays below key moving averages No Musk buys of stock Nasdaq falling will help as well Without the above won't short also if I see lets say a clean green candle near the top of the range and we go above the MAs with higher lows likely Musk buying shares, so possible will have to flip to long as might as well join the fanboys buying however not sure he will do that yet as carried out in September in a strong bull market and not one that is turning into a ranging one

Every now and again I stumble upon someone moaning about FSD not being available in the EU, or the UK, which is where I happen to be. This kind of nonsense from Musk, as echoed by Farzad, is a perfect example of why I don't want it here. I see enough people texting and driving as it is. When laws are barely enforced many people just ignore them. People will buy FSD, get an update in a couple of months, and assume it is now safe to text, treating the illegality with as much respect as speed limits. Some day, probably soon, there will be a product that offers something similar, that isn't overhyped, from a company with a suitably transparent and honest approach. EU, UK can approve that.

I have been thinking a great deal about this timeframe. I feel the S&P Index Committee may have a part to play. I can recommend this podcast from 5 years ago: [The Secretive Committee Behind the S&P 500](https://podcasts.apple.com/gb/podcast/the-secretive-committee-behind-the-s-p-500/id1318276878?i=1000493207978) Skip to 1:45 in to avoid ads and other irrelevant stuff. It then gets very informative. The first thing they discuss is why there was a delay before TSLA was included, despite meeting the relevant criteria. I think it gives an insight into how the committee operates. I think the following may happen. Tesla will have a very bad Q4 and earnings will cease to be positive, these results being reported late January. Once this has happened, the rules of the S&P Index Committee, as per [their methodology document](https://www.spglobal.com/spdji/en/documents/methodologies/methodology-sp-us-indices.pdf), allow them to remove it from the index. Such removal, formally referred to as deletion, is at the discretion of the committee. Often, in fact it seems usually, one, or even several, quarters with negative earnings, can occur, without deletion. However, TSLA is very unusual, as anyone paying attention is likely to have concluded it is way overvalued, is unlikely to ever issue dividends, and will, as sure as night follows day, perhaps sooner rather than later, suffer a serious downwards correction, a catastrophic collapse. I think some of the members of the committee will have already worked this out. Once it goes negative at least one will suggest deletion. As per the podcast there will then be a discussion. I think those who have been paying less attention will be persuaded by those that have been paying more, and they'll delete it, on the basis that they won't want it in there when it does tank. Given the committee mets monthly, we might expect to see this happen by the end of February. Such de-indexing will cause a great deal of selling, and this might bring the inevitable collapse forward, as too many institutions dump, overwhelming the fanbois who 'buy the dip', and all this just in time for your puts.

If Tesla is anything like SpaceX, the main function of managers is, presumably, to get everyone to woop, cheer, clap and grin inanely when the prototypes explode.

An early Nov 12, 2019 Elonversary: "*So* ***Neuralink*** *I think, at first, will* ***solve*** *a lot of brain-related* ***diseases****. So, could be anything from, like,* ***autism****, schizophrenia, memory loss*" Narrator: Autism is not a disease, and it cannot be 'cured'. You'd think the smartest Technoking in the galaxy, who also has autism (allegedly), and also stands at the helm of a miracle working brain implant company, would...um...kinda know that...Price is Right losing horn goes off in my head. "Hey Grok, was Musk incorrect when he stated autism was a disease." >Verdict: Musk was imprecise, not necessarily "incorrect" in intent, but the term "disease" is rejected by medical consensus and most autistic advocates. Oh...and of course, Neuralink has never cured anyone's schizophrenia or memory loss either.

I remember all the desperate people with close relatives suffering from these conditions thanking Elon Musk in the comments. Heartbreaking stuff. Flying Roadster next year is one thing but that was just evil.

You know when I think of fElon and Neuralink, all I can think of is Michael C Hall in the film Gamer. Pressing a button making all his puppets dance.

I'd assume it has to do with the stereotype of Asians being shorter so they wouldn't feel as cramped? It's the level of thought I expect from fElon. P.S. iirc it didn't work at the reveal and one of their occupants got their head smacked by the rear hatch. P.P.S. A six seater wouldn't just be about the number of kids. 2 parents + 2 kids + 2 grandparents = 6 and wouldn't be that uncommon.

There are two reasons I think you may be right. Firstly the timescales of unfulfilled promises have shortened. [Twice, now, in the last few months, Musk has suggested full autonomy within a month or two](https://www.reddit.com/r/RealTesla/comments/1ot9wa2/comment/no7g7rw/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button); previously it was always by this time next year, or similar. Secondly, we are approaching a unique point in time; in short Tesla became a large company in profit, allowing entry to the S&P 500, which it is now in, but, if earnings go negative this Q, to be reported Jan '26, [it can be deindexed](https://www.reddit.com/r/RealTesla/comments/1ot9wa2/comment/no9t3w6/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button), which might initiate the crash we all know is coming, just a question of when.

[It could happen in February.](https://www.reddit.com/r/RealTesla/comments/1ot9wa2/comment/noc8kg2/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)

Tezzlur down a couple percent. Did they announce some new VP hirings?

It's just down 2% today so it can go up 10% the rest of the week

There are still a lot of multi-generational households in China. So you need to account for Grandma and Grandpa.

Thought from last week- Financial impact aside, when a company commits to awarding one individual billions if not a trillion dollars, it's a very loud admission to all other employees that ONLY ONE person matters. Now obviously Elon is the key liar and hype man for the TSLA value but to all other employees that compensation package has effectively told them they have ZERO value for the company.

Elon Musk on Uploading Human Consciousness to Optimus https://www.youtube.com/watch?v=mzXNSdEqPBA The grift has reached a new high. Now he says it will be possible to upload human consciousness into a robot in 20 years.

Well, it's lucky Elon's got a monopoly on everything in 20 years time.

Was just thinking, why aren't they forking out cash to retain their actual talent?!

Raise your hand if you think Musk has 20 years left in the tank.

Elonversary time: 7 years ago today, a member of the flock asked the Technoking when TSLA would start to deliver cars by just having them autonomously drive themselves to the customer. Response: *"Probably technically able to do so in about a year. Then up to regulators."* And from 10 years ago today, JB Straubel chimes in about the battery factory\*, with Elon confidently nodding along\*: *"From the get-go, from the first concept of this factory, we wanted to make it a net zero facility... it will put as much electricity back into the grid as it takes from it...we took kind of a radical move in the beginning and said we are not going to burn any fossil fuels in the factory. You know, zero emissions. We are going to build a zero-emissions factory" - JB Straubel* Me: Hey Grok, is the Tesla Giga Factory a net zero facility? Grok: No, none of Tesla's Gigafactories (such as those in Nevada, Texas, Berlin, or Shanghai) are currently fully net zero facilities as of November 2025. However, they are designed with net zero energy goals in mind.

Who needs talent when you've got a hype man like Elon?

I wonder if they will still glaze him as one of a kind genius after he accomplishes none of what he says in his lifetime....my guess is yeah probably

The latest "elon is a genius" idea seems to be about them using integers in AI5. People talking as it's revolutionary idea Elon came up with. Except it's not a new idea and everyone else is already doing it. It's Tesla who's behind on this. I honestly thought they're doing it too.

Yes, of course. Elongelicals have their own perception of self-worth tied up with Musk's genius. They'll never let that go.

Wait til the analysts find out there's other companies making electric cars...

Or that Waymo has actual robotaxis

Maybe these are "giga-integers" though .....

But are they making flying robotaxis? Do they have access to the once in a millenium brain that Musk has blessed all of us with? Didn't think so.

Hey Grok, when will Tesla achieve SAE Level 5 autonomy? >In summary, while Tesla is making strides in supervised autonomy and limited unsupervised testing, Level 5 remains aspirational with no credible timeline. History suggests treating Musk's estimates with caution, as they prioritize hype over delivery.

You know the most stupid and bad ideas that Elon had at the recent shareholder meeting, including merging with xAI; a company that Elon said he wouldn't create if he got a big stock bonus from Tesla, something that he did get!? [Adam Jonas](https://pbs.twimg.com/media/G5j_r6qaUAAIQlB?format=png&name=900x900) thinks those are all great ideas!

Going heavy on the cult stuff. I wonder if the download process will involve drinking cyanide laced Koolaid?

Jesus really? NVIDIA was pushing INT4 quantization back in like 2019....

Oh man there's just some gems in there isn't there: "Tesla and xAI's relationship is deterministic to the long-term success of Tesla due in part ot he natural synergies of data, software, hardware and manufacturing in recursive loops." I think everyone with a CS degree just died a little inside reading that mess. Apparently he's fully on board with Musk's grid computing bullshit too and actually described it as 'low-latency'. I know I've ripped on Wall St analyst's lack of technical background before but this really exemplifies it and makes you wonder how this guy has been gainfully employed for years.

I'm certain that he knows this is all bullshit. In the past, he valued a bunch of Tesla projects at hundreds of billions of $$$, but then just quietly dropped them when they didn't materialize and replaced them with something new without even saying anything about it. Elon is a big MS client and they want his business, so pumping up Tesla and Elon personally is good for them.

>Transferring the responsibility for safe operation of a vehicle from human to algorithm Whoa, whoa, when did fELon say that the car would take responsibility? The most likely change he would make is just removing the nag, not that the vehicle (Tesla) would take responsibility.

He also asked Elon Musk if people should be concerned about a terminator scenario since Tesla was deploying "military grade AI" in its cars. Among other really fantastically stupid questions.

That last paragraph is nuts, in like an actual "this doesn't make sense only an 'analyst' could say that" way.

Anyone who uses "military grade" to unironically mean anything but "the cheapest thing possible within spec" doesn't know anything about the military.

It's crazy the actual engineers in many cases don't even get the normally stingy refreshers yet the moron on top is raking in billions of stock.

Would love to know what "swarming" and "low latency" means in this context.

TSLA fell 50% from $430+ over just 2 months not a year ago LOL. By all rights the 3 puts I got in July shouldn't print, but I still have no reason to not believe history won't not repeat in Q1.

I do kind of wonder how this looks in his head. I'm guessing he think he'll just ask ChatGPT or Grok something and it'll go directly to an instance on the car sitting in his garage or the parking lot making it "low latency". Swarming is a great one because it's likely just him hearing the term 'swam intelligence' at one point and then trying and failing to wedge into that statement likely thinking it just meant "lots of things". What really impresses me in all this is that a known tech and AI fan boy either somehow managed not to put this through an LLM for analysis first or he actually did and it just gave him a thumbs, no notes and highest marks.

It's pretty much that or the other extreme where something is overly specified for its task, expensive, low volume and essentially bespoke as a result. An army fatigue might feel like sandpaper but the DoD is probably paying $40k/unit for odd ball chip that made in 1987 just because they want to update the design on an old airplane they have a few thousand of sitting around.

Another of his children turns on him...

6 year Elonversary: *"Right now, trajectory of neuro-silicon symbiosis doesn’t appear to intersect trajectory of AGI. Goal of Neuralink is to raise this probability above 0.0%."*

It's so tiring that he tries so hard to sound smart.

Most people who work in technical fields quickly understand the need to make topics simple to understand when presenting to non-technical clients or even management. Musk's yearning to impress with technobabble means he never progressed emotionally past adolescence. But what's even more cringy is the disciples who lap it up - its just weird. Especially when Musk has demonstrated that he can do some *really, really stupid* things - like jaw-jack himself into being forced to buy Xitter.

Exactly, my team understands how to talk in layman terms even when simply talking with management or purchasing.

\-5%

LFG

Omg are we going to break 400 🚀

Powerwall 2 has been recalled

Put that in your “Put Wall”

INT420

That's a $1bn hit, there are lots and lots of these. His autobiography should be called Total Recall.

I feel like Tesla could drop like a rock any minute. I wouldn’t bet on the timing though. Given how much magical thinking is baked into the stock, it could also rally another 50 percent for no good reason.

"Hey Grok, what car is the fastest production BEV?" >The fastest production battery electric vehicle (BEV), based on acceleration (0-60 mph), is the 2025 Porsche Taycan Turbo GT Weissach. It achieves this in 1.89 seconds, making it the quickest street-legal production EV tested to date. This edges out the Lucid Air Sapphire (1.89 seconds claimed, 1.881 seconds verified) and the standard Taycan Turbo GT (1.94 seconds), thanks to its lightweight Weissach package and optimized all-wheel-drive system. "Hey Grok, what mass produced car has the fastest Nurburgring lap time? List the top 20 in order from fastest to slowest" >Here are the top 20 mass-produced cars (500+ units/year, excluding limited hypercars), from fastest to slowest: Porsche 911 GT2 RS Manthey (991.2), Mercedes-AMG GT Black Series, Porsche 911 GT3 RS (992), Chevrolet Corvette ZR1X, Lamborghini Aventador SVJ, Chevrolet Corvette ZR1, Porsche 911 GT2 RS (991.2), Ford Mustang GTD, Lamborghini Huracán Performante, Porsche 911 GT3 RS Manthey (991.2), Porsche 911 GT3 (992), Porsche 718 Cayman GT4 RS, Xiaomi SU7 Ultra, Ferrari 296 GTB, Porsche 911 GT3 RS (991.2), Porsche Taycan Turbo GT, McLaren 765LT, BMW M4 CSL, Tesla Model S Plaid (Track Package), Nissan GT-R Nismo (R35).

Where do you think Musk gets his Mars colony fantasies from?

Name of Product: Certain Tesla Powerwall 2 AC Battery Power System Hazard: The lithium-ion battery cells in certain Powerwall 2 systems can cause the unit to stop functioning during normal use, which can result in overheating and, in some cases, smoke or flame and can cause death or serious injury due to fire and burn hazards.  Remedy: Replace Recall Date: November 13, 2025 Units: About 10,500 Google tells me these cost around $5,500...I'll assume their cost of goods is $4,400...so a $46 million hit. To put it in perspective, compared to Technoking's 10 year pay package for $1 trillion, this recall will cost TSLA: *4 Elon Hours.*

[https://www.popularmechanics.com/cars/hybrid-electric/a69384091/cybertruck-lightbar-recall/](https://www.popularmechanics.com/cars/hybrid-electric/a69384091/cybertruck-lightbar-recall/) Hall of Famer

[https://eu-evs.com/brandCharts/TESLA/ALL\_DAILY/QoQ-Chart](https://eu-evs.com/brandCharts/TESLA/ALL_DAILY/QoQ-Chart) 44 days into the 4th quarter, Tesla's sales in the daily reporting EU countries lag some 52% behind 4Q24.

Pull up TSLA on the five year

[https://www.macrumors.com/2025/11/13/tesla-to-add-carplay-support/](https://www.macrumors.com/2025/11/13/tesla-to-add-carplay-support/) I bet our Elonversary expert can find some quotes from the TechnoKing saying Tesla wouldn't need to add CarPlay.

Oh yes! Down 7.5% so far. What if nobody steps in to prop up the price. What if they all got out at 450...

I actually can't remember any instances where Musk directly stated TSLA's infotainment was superior to Apple Car Play I really think Musk just didn't want to deal with Apple, since Apple has toyed with the idea of manufacturing cars. But this flies in the face of the notion that TSLA is a "tech" company, if they end up doing what all the other OEMs are doing - and leave the "tech" to the experts. Also of note: TSLA is eliminating AM/FM radio from its standard trims from now on - so they've got to find a way to move the metal, even for customers who don't want to pay for TSLA's loust streaming service.

Crazy Cathy just dumped $30 million.

Come on boys let's break into the 300s! And close there

Most trading action occurs at close and market open. If the price drops to $399, it just encourages all the 'buy the dip' folk to buy up at close. (Or really, within the last 5ish minutes close to close). The buy the dip folk run out of money (realistically, people can only float so much money between paychecks...) and then and only then will big round numbers like $399 stick.

Don't worry Elon, at least you still are only company who has reusable orbital class boosters! [https://www.cnn.com/2025/11/13/science/new-glenn-launch-blue-origin-mars](https://www.cnn.com/2025/11/13/science/new-glenn-launch-blue-origin-mars)

This was also only New Glenn’s second launch and they landed the booster.

Be right back...I'm off to a spacex sub to see why this means nothing.

Less cars to recall.

That 10k number is well short, Im sure there are 100k in Australia being replaced.and there is the cost of the Powerball and the manpower to replace it.

https://www.investors.com/news/tesla-stock-biggest-supporter-cathie-wood-stake-four-straight-sessions/

The 10k number came straight from the CPSC website: [https://www.cpsc.gov/Recalls/2026/Tesla-Recalls-Powerwall-2-AC-Battery-Power-Systems-Due-to-Fire-and-Burn-Hazards-Risk-of-Serious-Injury-or-Death](https://www.cpsc.gov/Recalls/2026/Tesla-Recalls-Powerwall-2-AC-Battery-Power-Systems-Due-to-Fire-and-Burn-Hazards-Risk-of-Serious-Injury-or-Death)

I remember Elon mentioning Cathie Wood’s name as someone who “gets it” or some other similar nonsense.

Blue Origin is not as good as SpaceX. New Glenn may have successfully delivered a payload to Space twice (something Starship has yet to do) and successfully landed a booster, but New Glenn didn’t even blow up. So Blue Origin missed out on all that explosion data that Starship has produced. Debris from New Glenn has never even forced any airports to ground flights, unlike Starship.

Cathie must not get it anymore. I'm sure she'll be a true believer again after the astonishing Q4 numbers

I'm actually rooting for Bezos here... I need to throw up and take a shower.

Ok, I'm back. Unsurprisingly, the spacex sub acts like it never happened...so I had to mosey on over to a more generalized space sub, to find Elongelicals trying to take the wind out Bezos' sails. I found what I was looking for: dick measuring over how much more thrust Starship has, and declarations that Blue origin is still a decade behind Starship. Elongelicals never change. I did learn something: Amazon's LEO satellite internet system is about done with the prototype and ready to do what Bezos does best: SCALE. Terrible for our crowded night sky of course...but also competition for Starlink.

I was told only a once in a generation boy genius could land a booster.

We get the federal government dismantling NASA and Alien vs Predator competing on launches. Oh boy.

> and declarations that Blue origin is still a decade behind Starship. Is this like how the competition was decades behind Tesla then Chinese EVs passed them in like one year?

The one thing I noticed is a bunch of people saying “welcome to the club” as if they’re SpaceX employees. Not on the main sub, but other ones.

401.99 Tell me you're afraid of the 300's without saying it

Elon vs Bezos whoever wins we lose.

Does that make Jeff Bezos a boy genius?

Yes. He deserves a trillion dollars.

SpaceX fanboys, famous for always trashing Blue Origin and NASA projects like SLS, are now complaining about Blue Origin fans gloating about New Glenn’s success in launching satellites toward Mars, something Starship has never done. They ask why doesn’t everyone see space exploration as part of a big team. Lol These are the same people who laughed when Elon said “Jeff Bezos and Blue Origin can’t get it up.” Now they want unity.

Tomorrow's 3 year Elonversary: “I have too much work on my plate that is for sure,”

Glass half full!

Another of Elon's empty moats.

Waymo announcing they are going on highways and expanding again generated truly insane amouns of salt on X. Even Elon himselft had some salt to add by saying "rookie numbers" to waymo reporting they now operate 2500 robotaxis. link: https://x.com/elonmusk/status/1989054786973626664?s=20 Comments about this are crazy, they keep repeating how there will be 8 000 000 robotaxis with a simple update overnight, or that waymo is doing this because they are scared of Tesla. Meanwhile Tesla operates 0 unsupervised taxis.

So it doesnt include other countries? Australia was the first to bring this to the attention of Tesla.

$385 in pre market is this POS FINALLY crashing 🚀🚀🚀

$383 🪏

**^(Fair price is around 30, keep going)**

FSD has to be hard enough that only Elon's supergenius can solve it this decade, but no harder

= "I have the mental and moral discipline of a 5 year old"

This is a sign Elon isn’t getting paid enough. They should have given him a $2 trillion comp package. According to Stans like Tesla Boomer Mama, the most important thing is how much are they paying Elon.

Santa all I want for Christmas is TSLA to meet reality

I just posted the recall that happened yesterday. That's all. I never claimed to have been giving a comprehensive over-view of Tesla's recall status across all nations. Just a verbatum re-posting of the CPSC info from yesterday's news. Australia's governemnt has not stated how many units are affected there.

I haven't seen any flying robotaxis come out of China yet, so TSLA still leads in make believe innovation.

Technically, he does have a $2tn pay package. Since Elon never lies and he said his money would be the last out, if he reaches all the milestones of his new $1tn pay package, that includes hitting an $8.5tn market or something. He currently owns something like 15% of TSLA, so simply by hitting the highest milestone of the new comp package, his existing shares will also be worth $1tn.

There's a real fine line between having a moat and just a hole in the ground

Trying to pump it back to $400 already lol

Of course, why would they miss this opportunity to buy

Fanbois will buy the dip. There will need to be a catalyst causing a huge sell off for this to crash. My guess is earnings will go negative and TSLA will be ejected from S&P, then too much selling for dip buyers to force it back up. Just a question of when, could be as early as first S&P Index Committee meeting after Q4 reported; they meet monthly so Feb?

Yeah, it is crazy, if the tesla stock exists, it is in a dip

Up $20 in 90 minutes.

FSD is flaccid. Fits Leon well.

I know that we still have a very long way to go, but Bitcoin is at ~$95k (was ~$115k at EoQ 2025Q3) and here are Tesla deliveries in the 'daily 5' European countries after half the quarter; 2024Q4: 10,900 2025Q3: 7,260 2025Q4: 5,600

That’s one boat from China lol

Good thing they have a gigantic factory in Europe.

So is that before or after they pay to upgrade all the cars to the latest hardware... Funny how they don't account for that

Europe is waiting for extended wheel version

Imagine having a moat the size of an ocean and then spending the next 10 years doing nothing but talking it up whilst it rapidly evaporated.

Shows that TSLA is the first sell when things go wobbly though.

Tomorrow is a big Elonversary - 8 years ago the 2019 Semi and 2020 Roadster were unveiled! "You'll be able to travel anywhere in the world on the Tesla **megacharger network**" "and because these **megachargers are solar powered**, your truck is running on sunlight" "we are **guaranteeing** that this truck will not break down for a **million miles**." "We're **guaranteeing a 7 cent per kWh** wholesale price, I want to be clear about that, **these are real numbers** \- and it only gets better than this, this is a worst case scenario." "The **convoy technology** \- this is something we are **confident** today that we can do **10 times safer** than a human driver\*"\* "Its economic suicide for rail - **this beats rail**." "**production begins 2019**, so if you order now you get the truck in 2 years." "I won't say what the actual **top speed** is, but its above **250 mph**, this is going to have a 250 kWh battery pack, **these numbers sound nutty but they're real - 620 mile range**. You'll be able to travel from LA to San Franciso and back, at highway speed, without recharging, **Available 2020**." "I want to be clear, **this is something that we can do NOW!**" As I type this, tens of thousands of TSLA Semis are carrying full loads of flying Roadsters to Elongelicals...what, huh?...oh, never mind. Tesla is now concentrating on Optimus, and pinky swearm this time the product is **REAL!!!**

Yes, the Tesla Roadster 2! There was two years of mostly nothing, then Elon started saying that the Roadster 2 will be able to fly with an optional SpaceX package. Then not much happened until one month ago, when Elon went on Joe Rogan and promised that a flying Roadster 2 will be unveiled this year! Two weeks after that, Elon told the shareholders that the Roadster 2 will be unveiled on April 1st, 2026.

https://www.youtube.com/watch?v=8jMDZVT5qII Incel gets arrested for ditching the cops on a Tesla test drive.

> "I won't say what the actual top speed is, but its above 250 mph Kinda funny, but the top speed of actual, existing, in-production electric trucks is about 55-65mph. Regulations and efficiency requirements make it so that you really, really, really do not want these trucks to be able to go faster. Acceleration is also nothing special, because the trucks are optimising for efficiency. It's hilarious how they got the requirements and spec wishlist so catastrophically wrong, and that they're doubling down on their idiotic design that no-one asked for.

I may have been unclear...some of this stuff is about the Roadster, which was also unveiled that night. So the 250 mph was for that. But Musk did did his flock pretty juiced up when it came to semi truck acceleration.

Anyone wearing Tesla merch that isn't an employee in 2025 is definitely suspect. EDIT: apparently this was 2024. Musk was a pretty well known white nationalist by then, so it still stands.

Oh! Still, he did have some stupid numbers for the semi, bla bla acceleration bla bla.

Similar to the 2012 interview laughing at BYD.

Oh yes - he had some graphic illustrating what a drag race between a diesel semi and a Tesla semi would look like. The crowd had a Musgasm over it.

He has linked the share price to bitcoin somehow, or he is pumping both markets, its all very fishy.

Of course they did, because none of them are truckers who know what's actually important.

Elon always delivers on his promises every single one

Well, so as a former fan of Tesla, I thought I’d see if robotaxi lives up to the hype. Nope. I’m in Austin for a conference and you can’t even use it here in downtown Austin. I still have my Tesla account so I downloaded the app, and the App just politely asks you to join the waitlist for when you can try it. So it’s not even open to the public yet. So much for 2 million on the road - I can’t even try the 30 in operation.

Anyone else wondering why TSLA recovered 7.5% on Friday from open? Was that options gamma squeeze and typical memeing or was there actually any fundamental news?