TSLA
Tesla Inc.Who's tracking it
People we track who have mentioned this stock — their take and the move.
Tesla's earnings call revealed strong vehicle delivery numbers and optimism about future g
Management reported record deliveries and reiterated long-term growth targets, indicating robust demand and operational execution.
Source: X / @elonmusk ↗The author notes that Tesla's team worked hard to obtain an approval, implying a positive
The statement highlights that the approval required significant effort, indicating a successful milestone that could remove hurdles or enable new opportunities for Tesla.
Source: X / @elonmusk ↗The post promotes Cybercab, Tesla's robotaxi, highlighting the ability to watch 4K streami
Promotion of Cybercab with 4K streaming indicates advanced autonomous driving and in-car entertainment, positive for Tesla's robotaxi ambitions.
Source: X / @elonmusk ↗The author highlights Starlink V3's massive bandwidth increase, suggesting a major leap in
Starlink V3's 2-order-of-magnitude bandwidth boost enhances the competitive moat of SpaceX's satellite internet service, potentially driving higher subscription revenues and enterprise contracts for its parent company.
Source: X / @elonmusk ↗The post states that Tesla is now in Uruguay, providing no additional context or opinion.
The post only confirms Tesla's presence in Uruguay without any bullish or bearish analysis.
Source: X / @elonmusk ↗Starlink is now available in Côte d'Ivoire, expanding satellite internet access.
Starlink is part of SpaceX, a private company; Tesla (TSLA) is publicly traded and indirectly related via Elon Musk, but no direct financial signal.
Source: X / @elonmusk ↗Key takeaways include shifts in AI chip supply (DeepSeek, Zhipu developing ASICs), NVIDIA’
Suppliers must reach 1k/week Optimus units by Sep, doubling to 2-2.5k by year-end; supply chain ramping.
Source: X / @aleabitoreddit ↗Tesla's self-driving technology improves safety for elderly drivers.
Self-driving technology expands Tesla's addressable market to senior citizens, who often face mobility challenges.
Source: X / @elonmusk ↗The article discusses the uncertain future of Tesla's Cybercab, highlighting potential reg
The Cybercab's path is uncertain due to regulatory hurdles, technological challenges, and market acceptance issues, making Tesla's near-term outlook ambiguous.
Source: X / @elonmusk ↗Elon Musk clarifies that he only asked Tesla and SpaceX to try out Grok 4.5, not to use it
Elon Musk's statement suggests Tesla may test Grok 4.5 but will continue using other AI models if they outperform, indicating no immediate shift in AI strategy.
Source: X / @elonmusk ↗Mitsubishi Motors partners with Highlanders to deploy humanoid workers by 2027, highlighti
Tesla's Optimus is internally developed, not a partnership, but represents in-house vertical integration of humanoid robotics.
Source: X / @aleabitoreddit ↗Starlink announces global 10Gbps symmetric connectivity, revolutionizing remote internet a
Starlink is a subsidiary of Tesla-affiliated SpaceX; enhanced connectivity boosts Tesla's ecosystem (autonomy, IoT).
Source: X / @elonmusk ↗The post highlights that China ships ~90% of humanoid robots, with Elon Musk commenting 'F
Mentioned as key player in mass production of humanoid robots alongside technological advances, indicating positive outlook for Tesla's humanoid program.
Source: X / @aleabitoreddit ↗The post announces a upcoming release that will be a step-change improvement, claiming to
The author highlights a upcoming step-change improvement in engineering, directly mentioning Tesla as part of the effort, implying positive developments for the company.
Source: X / @elonmusk ↗The author highlights that China's humanoid robot output is expected to exceed 100,000 uni
Tesla is a key US humanoid robotics player (Optimus) that the author believes needs to ramp up production to compete with China's mass output. The call for catch-up and government support implies a favorable outlook for Tesla's robotics segment.
Source: X / @aleabitoreddit ↗The article discusses the impact of a new regulatory framework on the electric vehicle ind
The article suggests that Tesla's market position may be threatened by stricter regulations and supply chain constraints.
Source: X / @elonmusk ↗AI and Optimus will enable universal excellent healthcare.
The author claims that the combination of AI and Optimus will enable universal excellent healthcare, implying a positive outlook for the company behind Optimus (Tesla).
Source: X / @elonmusk ↗A research report named 'State of Robotics 2026' lists ten U.S. robotics firms as national
Recognized as a leader in the US robotics program, with near-term deployment in logistics/e-commerce and automotive use cases.
Source: X / @aleabitoreddit ↗Tesla AI team praised for achieving results with AI3 computer despite having only 15% of t
Positive acknowledgment of Tesla's AI team overcoming a significant hardware limitation suggests strong engineering capability, reflecting well on the company's AI development.
Source: X / @elonmusk ↗Tesla is rolling out FSD v14 Lite to customers with AI3 hardware.
The rollout of FSD v14 Lite to AI3 hardware indicates Tesla is expanding autonomous driving capabilities to a wider vehicle base, potentially boosting adoption and software revenue.
Source: X / @elonmusk ↗The author is highly bullish on the 2020-2030 decade, highlighting advancements in reusabl
Self-driving cars everywhere in urban cities.
Source: X / @aleabitoreddit ↗The post argues that the robotics sector is poised for explosive growth, citing a16z data
Tesla is explicitly noted as a large player with humanoid robotics programs (e.g., Optimus). The post links its AI/DC exposure to future humanoid ramp as a supply-chain overlap.
Source: X / @aleabitoreddit ↗Starlink will be available on American Airlines flights starting next year.
Starlink expansion into commercial airlines provides new revenue stream and validates satellite internet technology.
Source: X / @elonmusk ↗Southwest Airlines completed its first flight with Starlink internet service.
Starlink is a subsidiary of SpaceX, owned by Tesla's CEO Elon Musk. The growing adoption of Starlink by airlines like Southwest validates its commercial viability and could boost Starlink's revenue.
Source: X / @elonmusk ↗Tesla's Model 3 and Model Y lead in American-made content, highlighting domestic productio
Highest percentage of American-made content among competitors strengthens brand perception and may attract policy benefits.
Source: X / @elonmusk ↗Starlink, SpaceX's satellite internet service, has officially launched in Lesotho, bringin
Starlink's expansion into Lesotho demonstrates continued global growth of SpaceX's satellite internet division, which is part of Tesla CEO Elon Musk's broader ecosystem, though TSLA itself is not directly involved in Starlink operations.
Source: X / @elonmusk ↗Grok Imagine 1.5 is a tweet about an AI model update from xAI, likely relevant to Tesla (T
Musk's AI advancements could indirectly benefit Tesla's autonomous driving and AI capabilities, but the tweet lacks specific financial or operational details.
Source: X / @elonmusk ↗Starlink brings satellite internet to schools on remote islands, bridging the digital divi
Starlink's expansion into remote education suggests growing demand and service deployment, driving long-term value for SpaceX, a private company closely tied to Tesla's ecosystem.
Source: X / @elonmusk ↗Tesla is rolling out FSD (Full Self-Driving) version 14.3.4, continuing its development in
The rollout of a new FSD version signals ongoing product improvement and technological advancement, reinforcing Tesla's competitive edge in autonomous driving.
Source: X / @elonmusk ↗The author discusses potential investment opportunities in the robotics and AI sectors, hi
The author discusses Tesla's Optimus robot as a prominent humanoid robot project but does not provide specific bullish or bearish signals, merely noting its existence in the context of industry growth.
Source: X / @elonmusk ↗Positive review of Tesla's AI chip design engineering team, with a hint that the AI6 chip
The author praises the AI chip design team and suggests the AI6 chip may achieve a record in usable intelligence per wafer, indicating technological leadership.
Source: X / @elonmusk ↗Starlink is connecting schools in Kenya with internet access.
The post highlights Starlink's social impact in Kenya, indirectly boosting the brand's reputation and potential for global expansion, but does not provide concrete financial or operational data for SpaceX (not yet public) or Tesla.
Source: X / @elonmusk ↗The post reports a major improvement in safety statistics with Full Self-Driving (FSD) tur
Positive safety data from the Netherlands could boost confidence in Tesla's FSD technology, potentially increasing adoption and regulatory approval.
Source: X / @elonmusk ↗Full Self-Driving (FSD) has been approved in Denmark, marking a regulatory advancement for
The approval of FSD in Denmark expands Tesla's addressable market and regulatory acceptance in Europe.
Source: X / @elonmusk ↗The author believes LeaderDrive (688017) is a unique Chinese component leader in robotics
Mentioned as a creator of Optimus that relies on Chinese supply chains for mass production, but no direct investment signal given for TSLA.
Source: X / @aleabitoreddit ↗The statement encourages joining Tesla to work on real-world AI, signaling bullish sentime
The author frames Tesla as a leading company for real-world AI development, implying strong growth potential.
Source: X / @elonmusk ↗Digital Optimus (Tesla + xAI 'Macrohard'), Gen 3 reveal near
Optimus Gen 3 + Grok-powered Digital Optimus; Fremont retooled to ~1M units/yr.
Source: CNBC ↗Optimus production ramp update
Optimus ramp narrative supports the robotics optionality in TSLA.
Source: X / @elonmusk ↗Cathie Wood sold 2,058,851 shares of Tesla (TSLA) across her ARK ETFs on August 9, 2024, w
Cathie Wood, a prominent investor, significantly reduced her Tesla position, indicating a negative outlook or risk management.
Source: X / @realDonaldTrump ↗A tweet about Tesla's new manufacturing technology promises to lower costs and increase pr
The author highlights Tesla's new manufacturing process that claims to reduce production costs and improve efficiency, which could lead to higher margins and market share.
Source: X / @realDonaldTrump ↗
