🚨 Tesla may wait before letting Cybercabs carry public passengers at scale Even though Cybercabs are now being built at Giga Texas, Tesla still seems focused on growing the unsupervised Model Y fleet first! The idea is likely to collect more real-world Cybercab data internally before a bigger public launch. Hiring activity now points to possible Robotaxi expansion across 33 U.S. cities. Question is: when do we finally see large-scale public Cybercab rides? 👀 $TSLA

🚨 Over 70 Cybercabs spotted at the Giga Texas outbound lot today across three major areas, with more driving around the site 👀 This may be the largest single gathering of Cybercabs seen so far! $TSLA via @JoeTegtmeyer

What is it with Google. You can have your life destroyed and they won't pick up the phone. I have done over 7000 videos on Youtube. I was an early user of Gmail, Docs, even their phone. All of my data, emails, documents, youtube videos are still in their cloud. It is obvious to anyone that I didn't put up a stupid Crypto Scam account. They can easily see that my back up information was changed. I've had the same email, phone backups for 20 years at least, and the changed the same day as the spam video. I sent them a copy of the web page that I was tricked into using. How hard is it to fix this and allow me to keep making money for them on Youtube as a top 2% content provider. But nope. No phone AT ALL. End of discussion. @LarsStrandridde @wholemars @elonmusk @TeslaBoomerMama @DillonLoomis @stevenmarkryan @CathieDWood @ConnectingODots @LimitingThe @YouTubeCreators @herbertong

🚨 Ron Baron says investments tied to Elon Musk have already made about $20B in profits for clients 👀 He started buying $TSLA years ago and later invested in SpaceX through employee share sales. Today, Baron’s firm holds about: • $15B in SpaceX • $5B in Tesla Baron believes @SpaceX could eventually become the biggest company in the world because of Starlink, Starship, reusable rockets, and future space-based AI compute. 🚀

A TALE OF TWO COMPANIES: Tesla + SpaceX SUPPLY CONSTRAINT ♦️QUESTION: Where exactly do you think the chips are coming from to support Tesla’s growth - that in turn leads to the projected many-fold valuation increase for RoboTaxis and Optimus? TESLA NEEDS SPACEX - & VICE VERSA ♦️Elon Musk said chip suppliers told Tesla they “aren’t comfortable” supplying the volumes Tesla requires. Terafab solves this constraint. Companies without their own fabs may be capped at ~20% YOY growth. Tesla’s Terafab investment starts with ~$3B in the research lab; real-estate filings show SpaceX’s potential commitment on the Terafab at ~$50–55B (with total project value potentially far higher). ♦️Wall Street isn’t going to rerate Tesla without the chip-supply problem solved. That anticipated run-up you’re waiting for? It doesn’t happen without the SpaceX joint Terafab initiative. Terafab rollout encounters problems? Tesla RoboTaxi and Optimus growth projections are negatively impacted as is TSLA’s stock price. ♦️Tesla and SpaceX NEED EACH OTHER. SpaceX is already beneficial to Tesla. The joint initiatives — Terafab, AI Space Compute, and Digital Optimus — offer upside that dwarfs today’s trajectories. 🧵Next: Delete the Process Step

🚨 Giga Berlin is getting closer to a huge milestone Tesla just announced 750,000 cars produced at the factory! Next stop: the first 1 million vehicles built at Giga Berlin. $TSLA

🚨 Elon Musk’s “bullseye” reply may reveal the real plan behind Tesla and SpaceX 👀 The idea is that Robotaxis, Optimus, AI chips, Starlink, satellites, and even Mars are all connected, not separate projects! While people focus on quarterly numbers, Elon may be building a much bigger long-term system for AI, energy, robotics, and space. 🎯 $TSLA

As a Tesla stockholder who watches pretty much all the different content creators mentioned, I can fairly say that Alexandra has repeatedly elucidated so many insightful points about the various possibilities for Tesla in a merger with SpaceX. And in this regard she has illuminated me on the many underlying pushes and pulls on all sides, including about Elon’s own interests and situations involved. I can say with great confidence that she is tenacious in her defense of Tesla stockholders. But she also tempers her observations quite well concerning Elon Musk. I agree with her that Elon is the engine that has driven the whole ecosystem, and that he must be given the latitude to run his own race like any epic elite racehorse. She has consistently stated in my hearing that Tesla shareholders should be given a bit of premium or sweetener in such a Tesla/SpaceX merger, whether that be a merger of equals, though Tesla may have a lesser market valuation, or whether it is an acquisition of Tesla by SpaceX with a premium per share allocation. She had stated that she will reserve her judgement until the actual offer is on the table, but that she has a cautious confidence that Elon will do right by Tesla shareholders, as I do also. Like her, I don’t view my Tesla stock ownership as having funded Tesla and Elon, that seems silly to me. I chose to buy Tesla stock to participate in the main with where Elon might take it. Without Elon, my interest in the stock would substantially wain. He doesn’t owe me anything for my ownership but to play his best at a game he himself has created. I have and will ride the ups and downs with him, just like one would do with a championship quarterback. My purchase of Tesla stock did not “fund” the company. If anything, I bought it down line from the original stockholders that funded it. They took the bigger initial risk. I bought it because I chose to relieve them of some of their risk and take upon myself that risk in part; because I liked what Elon had built and believe in the future I assess he can potentially bring. That risk was my personal choice, not a personal covenant with Elon. Again, he owes me nothing but to play his best game, ups and downs included. With regards to Tesla itself, the board of directors have historically done a stellar job navigating the company with Elon in building an amazing thing. If I don’t trust them, I should divest. If they break my trust I will divest. They have earned some leeway, as has Elon.

🚨 Tesla Semi orders are starting to pile up! WattEV just placed a 370-truck (~$100M) order, while more fleets are jumping in as incentives lower costs. With easier highway autonomy and a huge driver shortage, some now think Robo-trucking could become even bigger than Robotaxis. Could Tesla Semi end up being one of Tesla’s most underrated businesses? $TSLA