Destined Miss

Missed TSLA’s explosion, PLTR’s takeoff, NVDA going parabolic… and somehow I missed the storage big bull too 😭

[Destined Miss @DestinedMiss]

To actually deliver that 15% gross profit contribution, Tesla needs ~80,000 average annual operating Cybercabs.

This requires a steep S-curve production ramp.

Three things must happen together:
• Mature Unsupervised FSD
• Flawless manufacturing ramp
• Rapid infrastructure build-out (charging, cleaning, and maintenance depots)

At this scale, individual car autonomy isn’t enough. With 10,000+ vehicles in cities, you need fleet-level AI coordination, coordinated swarm-style deployment and planning. Without it, uncoordinated robotaxis will bunch up and create traffic chaos.

The infographic shows the production path and key risks.

#tesla #FSD #robotaxi #cybercab

[Destined Miss @DestinedMiss]

Elon’s words from the last earnings call seem to me a clear signal:

“I think probably unsupervised FSD or Robotaxi revenue will not be super material this year, but I do think it’ll be material probably in a significant way next year.”—Elon

That was in April 2026. I’m aware that Elon said last year Robotaxi service will cover half of US population, and it did not happen. I don’t know exactly how big Elon’s “significant” is, but I think Robotaxi contributing 15% of profit should give us some color on how the valuation will look like directionally. It might be just 5%, or 20%, or even more.

I hope this projection can give everyone an intuitive feel.

By then, if Tesla’s stock is still valued at around 380x P/E, the target price should be around $650.

But at that time, Robotaxi will no longer be an unvalidated business like it is now. It will be a validated and scaling business. Everyone will realize it. The market will move the valuation forward in advance.

#Tesla $TSLA #Robotaxi

[Destined Miss @DestinedMiss]

Grok says the photo is legit. Over 60 Cybercabs parked and waiting to be activated, arranged in the shape of FIFA. Are they really going to roll them out during the World Cup? I’m probably just overthinking this 😂 #tesla

[TexasTSLA @TexasTSLA]

I just flew a drone over giga factory in Dallas to get a better look at the Cybercabs.....

Probably nothin.... 👀👀👀

[Destined Miss @DestinedMiss]

grok说这个图是真的。 60多辆cybercab在等待被激活。而且摆出FIFA的形状。 难道真的要在世界杯期间激活吗？ 我一定是想多了😂

[TexasTSLA @TexasTSLA]

I just flew a drone over giga factory in Dallas to get a better look at the Cybercabs.....

Probably nothin.... 👀👀👀

[Destined Miss @DestinedMiss]

@TexasTSLA @grok is this real?

[Destined Miss @DestinedMiss]

@peng_hellen 看完这个帖子，我默默打开了Grok，搜加拿大公民移民新西兰。

[Destined Miss @DestinedMiss]

@niccruzpatane @grok is this true?

[Destined Miss @DestinedMiss]

@nymbusjp agreed! Also, Koreans are incredibly protective of their own brands and super loyal to domestic products, so Tesla breaking through that barrier makes this achievement even more impressive.

[Destined Miss @DestinedMiss]

@alicejy1 I’ve always wanted to visit Barcelona! It’s one of the cities I really want to go to. Would love to catch a Barça match one day haha

[Destined Miss @DestinedMiss]

@Eazi_toglyf 8

[Destined Miss @DestinedMiss]

@Phoenix_AlphaX 感谢🙏

[Destined Miss @DestinedMiss]

Asked Grok and ChatGPT the same prompt: “draw a Tesla Cybercab”

ChatGPT: usable image, no extra text.

Grok: incorrect image + long description. Not usable.

Still a clear gap in accuracy. BTW, I am using Super Grok and Free ChatGPT, and I like that ChatGPT did not add description to the image generated, just good and usable result.

For imagine to be a proper tool, it needs to deliver correct and usable results.

Hoping the xAI team improves Grok Imagine quickly.

#Grok #xAI #GrokImagine #Tesla #Cybercab

[Destined Miss @DestinedMiss]

@genejchan Vancouver here, seeing lots of new Model Ys on the road and in parking lots. Shanghai Model Y pricing is very reasonable, and expensive gas is helping push demand. Canada May should be fine and add to the monster month.

[Destined Miss @DestinedMiss]

@Theofliplife 小卡流量很低， 像自己和自己说话。很迷惘的

[Destined Miss @DestinedMiss]

特斯拉中国5月爆发增长：
零售 47,821辆，同比 +22.6%
出口 38,701辆，同比 +68%

[Tsla Chan @Tslachan]

$TSLA 🇨🇳
NEWS : Tesla China's retail and export data for May were released.

Retail sold 47,821 units, up 22.6% from the same period last year.

Exports were 38,701 units, up 68% from the same period last year.

Tesla China Rocks!

[Destined Miss @DestinedMiss]

@Tslachan Monster May! This is still without FSD.
I think Tesla should seriously reconsider the FSD pricing in China. $99/mo is probably too expensive.

[Min Mattsson @MattssonMin]

Good news: Here is Tesla another new energy factory in Texas. Brookshire Megafactory rising fast! Megapacks & Megablocks powering the energy future 2027. 👍👍 Texas Tesla dominance! over $2 billion in profits. Megablocks are coming soon . Energy will be the second income resource for Tesla in 2026.😍🥰 2026 ....Tesla win in Robotaxi, Energe, FSD subscript buyer, semi truck, Tesla Roadster, Tesla cars....... Just wait 700 dollar 2026--12.😝😛 #Tesla #Tesla energy

[Destined Miss @DestinedMiss]

@aicume 2.5T

[Destined Miss @DestinedMiss]

@jihaoc82 又或者美股每次大跌都反弹。耐心等待。 然后全力挥棒。

[Destined Miss @DestinedMiss]

@jihaoc82 巴菲特好像是这样说的，投资像打棒球，不同的是我可以永远不挥动球棒。我只有在来球我确信可以打中是才挥棒。

[Destined Miss @DestinedMiss]

@jihaoc82 具体操作可能是，已经对一家公司深入调查，确信被低估才投资。