Mike retweeted
Tesla has introduced a new form that you can fill out if you are interested in purchasing a fleet of Cybercabs:
Form: tesla.com/robotaxi/interest
Mike retweeted
Hey @tesla_na we need these protection plans available in Canada 🇨🇦
Tesla raises wheel & tire protection prices as Cybertruck windshield plan gets cheaper driveteslacanada.ca/news/tes…
Mike retweeted
In exchange for the chance to win $10,000, reply with #MonthlyMillionaire and repost this before August 26, 11:59 ET. Great deal. T&Cs apply.
Mike retweeted
Do legacy media outlets typically use headlines involving the make of a car in a crash or is that only for Tesla?
It would be one thing if the self-driving malfunctioned but the crash was purely human-induced.
Seems like these outlets want to associate Tesla with crashes as part of a narrative and overall political agenda.
Mike retweeted
Jimmy Carr realized something big after years with his partner and no kids:
“Not having kids is like playing life on easy mode with a cheat code. You think you have skin in the game… but you don’t. Having kids is like your heart living outside your body. The stakes suddenly feel real.”
He says it’s made him more invested in the future, more aware of mortality, but also incredibly joyful.
“Making the decision to have a child is momentous. It is to decide forever to have your heart go walking around outside your body.” - Elizabeth Stone
Mike retweeted
Yup. In this case, the driver manually overrode self-driving by pressing the accelerator all the way to 100% of the accel pedal in this residential area. They reached a speed of 73 mph during the crash, and had the accelerator pressed even after the crash.
Mike retweeted
Goldman Sachs has raised its Tesla vehicle delivery forecast for Q2 2026 from 405,000 vehicles to 420,000 vehicles.
"We believe that Tesla's 2Q26 vehicle deliveries are likely tracking ahead of consensus."
Their full-year 2026 delivery forecast has also been increased from 1.72 million vehicles to 1.73 million vehicles. In addition, the earnings per share estimate for 2026 has been increased from $1.30 to $1.35. They maintain a price target of $375.
Mike retweeted
Great! Will you meaningfully increase the # of robotaxi’s available to support the expanded service area? Thanks
Mike retweeted
@DavidMoss, @DevinOlsenn, and @Scotsrule08 are proud to announce that we have successfully completed the world’s first Canada coast to coast fully autonomous drive!
We left Horseshoe Bay Terminal in Vancouver. BC 4 days & 21 hours ago, and now have ended in Halifax, NS at the Tesla Showroom
(3,760miles/6,051km)
This was accomplished with Tesla FSD v14.3.3 with absolutely 0 disengagements of any kind even for all parking including at Tesla Superchargers. – at Halifax, Nova Scotia
Mike retweeted
After sourcing 2759 videos from @ViralRushX over the last 6 months, you're now circumventing attribution by simply cropping out his watermark?
You cannot get more shameless than this. This is your last day in the creator program.
Mike retweeted
Some of us have been investing in the $TSLA vision of robotaxi since 2016 (or before). “The greatest asset value increase overnight with a software download.” - Elon
We’ve patiently supported and sown as Tesla solved an incredibly hard problem, with the promise of an incredibly valuable business.
I believe the value of TSLA is at least $1,500/sh based on what we’ve built. All that’s required is to scale it.
Now the specter of getting bought out by SpaceX puts a clock on that value recognition.
If Tesla can’t realize their 10 year vision and reap the value creation before getting bought out, shareholders will lose half or more of that value recognition through dilution.
For Elon, he must get SpaceX IPO done quickly before Tesla gets way too expensive. There’s no way SpaceX could buy a $5T Tesla.
For SpaceX to be the buying company (and the dual class share structure to be the final structure), they must act before Tesla runs away.
Unfortunately this perverts the incentives.
The best thing for SpaceX (Elon) is for Tesla (Elon) to slow-roll robotaxi until SpaceX can buy them.
It may be inevitable now based on the disclosures during the call yesterday. I’m just trying to illuminate the probable path for people who can’t see it yet.
If Elon asks you to sell your shares to SpaceX for less than $1,500/share, you’ll know what happened.
Influencers will try to tell you this is for the best. What it actually means is that you will get 50% or less of the value recognition due to dilution, and SpaceX shareholders get the rest.
My position is simple. Tesla shareholders deserve to see the realization of the value creation of the business we’ve invested in for 10 years. $5T should do it. Tesla is undervalued.
Then we can talk about merging with SpaceX.
I say this as a Tesla and SpaceX shareholder.
I’m going to get robotaxi profits either way. I’m saying all this looking out for retail investors who didn’t get the change to buy SpaceX in 2021. SpaceX has 10x for me since then. TSLA has done nothing.
It’s time to scale robotaxi and for Tesla shareholders to reap.
Mike retweeted
Stanley Druckenmiller: "I used to puke once or twice a week from the anxiety of the drawdowns in my portfolio."
Mike retweeted
Long-term $TSLA investors that’s been buying the dip, while everyone’s been panicking
Mike retweeted
Many thanks to @tesla_na for hosting Tesla owners and enthusiasts at the VIP Canadian 🇨🇦 debut of the Tesla Semi at Tesla Vaughan today!
Mike retweeted
The Tesla Semi is coming to Toronto!
This special VIP preview will be on Tuesday morning in North Toronto. Email us for the registration details at: [email protected]
