Cole Grinde
@GrindeOptions
PNW Based 🌲- Investing To Earn My Time Back- Options, Stocks, Dividends, Value, News- Financial Nerd- Fundamentals - Brick by Brick 🧱 - $TSLA investor. ⚡️
2.5K Following 58.8K Followers
Now I understand why Elon Musk of $SPCX and Jensen Huang of $NVDA want to build AI data centers in space…
No dems up there.
So, $TSLA has 875,000 monthly FSD subscribers.
At $99/month in the U.S., that implies a roughly $1.04 billion annual run rate if the base holds steady.
They’ll likely surpass 1 million active monthly FSD subscribers in Q4.
Soon they’ll have 2 million paying $99/mo which is $2.37 billion annually.
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What’s crazy to me is that $SPCX will LIKELY achieve $500B - $1 trillion in ARR by EOY 2027.
The infrastructure availability is the limiting factor when it comes to increasing the compute capabilities but SpaceX expects to achieve at least 13 GWhs of compute using majority $NVDA Vera Rubin’s by EOY 2027.
Grok bot will be used by businesses starting in a few weeks.
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The $TSLA Robotaxi fleet in Texas now has an ARR of $60,000,000 with only 738 vehicles. 🚗
THIS IS JUST TEXAS.
I think Dan Ives is spot here when he says 2027 will be a golden year for $TSLA.
They have Robotaxi scaling.
Energy increasing.
Auto growth back in action.
Semi trucks scaling.
FSD V15 launching and scaling.
And possibly Optimus in the back half of the year.
2027 will no doubt be a great year for the company.
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And not a single Waymo in sight!
The $TSLA Robotaxi team is kicking ass!
Austin Texas heavy rains…
Tesla Cybercab: “hold my beer”
169 Cybercabs are in operation!!
We just need 831 more to be 1k 🫡
The largest cost for the $TSLA Cybercab is the initial cost to make the vehicle.
That’s a one time cost.
A single Cybercab vehicle can generate roughly $80,000 per year.
So a one time cost of $25,000 (it could be way less) and a minimal cost to maintain going forward is peanuts to what it could generate at a Robotaxi.
Over 5 years, a single Cybercab can generate $400,000 in revenue and about $200,000+ in net income.
It crucial for Tesla to keep launching these into service as fast as possible while keeping safety at the forefront.
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What’s cool is that every single day I open up my 𝕏 app, see $TSLA and $SPCX news, do some research and analysis and interact with some of the coolest people on earth.
𝕏 is the best platform out there.
The financial community on here second to none.
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The revenue $TSLA is able to generate from the Cybercab fleet is now roughly $13.2 million annually and $37,000 per day.
Guys, $TSLA just added 11 more cybercabs to the Robotaxi fleet in Texas.
They now have 169 cybercabs operating in the fleet.
Yesterday they added 32.
The numbers are growing!
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Guys, $TSLA just added 11 more cybercabs to the Robotaxi fleet in Texas.
They now have 169 cybercabs operating in the fleet.
Yesterday they added 32.
The numbers are growing!
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Buying $ASST 2029 LEAPS here could pay extremely well as the companies keeps growing their bitcoin holdings.
Good dip today as well.
WHEN is $TSLA going to break into the $500 range?! 👀
SOON.
There are 158 $TSLA cybercabs operating in Texas doing roughly $35,000 in ride fares per day.
This number is growing dramatically.
Q4 we will have a good chance to see Tesla get above 1,000 fully unsupervised cybercabs in their fleet.
Exciting times!
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Tesla needs to deliver 483,901 vehicles in the fourth quarter for this to be their biggest year of vehicle sales ever.
311,449 is all they have to deliver in Q4 to beat 2025.
So they’re returning to growth for the first time since 2023 and may have a record sales year. Despite the loss of incentives.
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My 𝕏 timeline:
- Tesla
- SpaceX
- stocks
- technology
- macro news
- Bitcoin
What’s on yours?
My 𝕏 timeline:
- accounts trying to grow
- Tesla pictures and videos
- 𝕏 employees talking about 𝕏
What’s on your 𝕏 timeline?
If $TSLA is able to get the Cybercab available for rides at the Austin airport and for highway travel, we are going to see a huge step change.
I would advertise their services everywhere for those individuals coming into the Austin areas.
I would market against vehicle rentals only if the service is ubiquitous in a large area.
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The betting markets are usually right.
BREAKING: KALSHI ALMOST *PERFECTLY* PREDICTED $TSLA DELIVERY NUMBERS OF 486,000 👀
It was predicting 485,000 last night !
We are going to make so much money this quarter.
RIP to the clippers.
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