FutureIsTesla

Tesla fan, investor fighting misinformation one tweet at a time. Also here to find next disruptors/winners having 2-10x return potential.

[Elon Musk @elonmusk]

Correct.

Using Starlink, a civilian commercial service, for offensive drone strikes to kill people has never been allowed, nor should it be.

Starshield, a different system, is controlled by the US government. What they decide to do is up to them.

Ukraine military violated Starlink terms of service and used it for offensive drone strikes to kill people. That loophole was closed last week.

Starlink remains critical to the defense of Ukraine, as it is the only system that cannot be jammed or blown up, at least for now. Were Starlink to be turned off, the Ukrainian front line would collapse immediately. This is NOT a threat, it is simply a statement of fact.

Starlink was also crucial to preventing Russia from overrunning Ukraine in the early days of the war, as all other means of communication were destroyed or jammed by Russia.

SpaceX has done more to defend Ukraine than any private company on Earth BY FAR.

That said, I have nothing but UTTER CONTEMPT for the virtue-signaling evil warmongers who push for endless slaughter and offer no realistic solution to the conflict. May you burn in hell.

End of story.

[FutureIsTesla @FutureIsTesla]

You are discounting near term, next 2-3 years, $SPCX is going to trade alongside the volatile, currently under pressure AI buildout theme. They may be the best positioned AI cloud data centre but hint of AI spending slowdown, which is inevitable and we could see sizeable sell off.

If merger happens all things considered $TSLA has lot more upside and less downside risk relative to $SPCX, and if it doesn’t then vice versa

At this point it’s pretty much a bet whether the merger happens or not.
Elon has made it pretty clear what he wants, and more often than not he ends up getting it.

Disc: I am 70:30 - TSLA:SPCX

[FutureIsTesla @FutureIsTesla]

@bot What can potentially happen if you get compromised and have all my login info for financial banks, trading accounts?

[Nikki Dunn, CFP® @SheTalksFinance]

I just test drove a Tesla model YL (self-driving) and I can confirm we’re all living like plebs manually driving our cars.

Wow… just wow!

[Drive Tesla 🇨🇦 @DriveTeslaca]

Another week, and Canada’s Chinese EV import tally hasn’t budged - still just 328 since the second quota window opened on September 1 🇨🇦🇨🇳

Thanks, Government of Canada, for making it harder for Canadians to buy the country’s best-selling EVs.

[FutureIsTesla @FutureIsTesla]

@ChrisDungeon Beyond the numbers I see the deal offer favouring $TSLA shareholders more.

Effectively, they are the ones who would be voting, and playing king maker.

[FutureIsTesla @FutureIsTesla]

More sensors doesn’t necessarily mean more intelligence.

[Nic Cruz Patane @niccruzpatane]

Proof that sensor count doesn’t matter. It’s all about intelligence.

Tesla @Robotaxi avoiding collisions with a Waymo and an Avride that together use 10 LiDARs and 10 radars in Austin, TX.

[FutureIsTesla @FutureIsTesla]

@WealthCoachMak 2035

[FutureIsTesla @FutureIsTesla]

@StockSavvyShay @brewmarkets Why doesn’t this include $SPCX?

[FutureIsTesla @FutureIsTesla]

@TSLAFanMtl For SpaceX for printing $100B ARR tech is already there with little regulatory hurdles it’s just question of demand holding, wish the same could be said for $TSLA FSD/Robotaxis

[FutureIsTesla @FutureIsTesla]

@garyblack00 @herbertong @FutureAZA That’s still significant

[AleXandra Merz @TeslaBoomerMama]

Now that we are calmed down, here a list of all the wonderful news we learned about in today's earnings call

[Robotaxi Radar @RobotaxiRadar]

Tesla's AI Lead (@aelluswamy) says he sees a clear path towards scaling to millions of vehicles over the next several months 🚕

We are only starting to see the tip of the iceberg just now 📈

[FutureIsTesla @FutureIsTesla]

After stalling 2 years $TSKA heading for record revenue this year

[James Stephenson @ICannot_Enough]

The growth story continues...
$TSLA @elonmusk

[Sawyer Merritt @SawyerMerritt]

Tesla just introduced a new Robotaxi and safety report website with lots of new info, including a live Robotaxi mile counter. Here’s everything new:

• People Injured by Tesla Robotaxis: 0
• Tesla Robotaxi Airbag Deployments: 0
• Pedestrians or Cyclists Hit: 0

Tesla Robotaxi miles by city:
• Austin, TX: 2,118,015
• Dallas, TX: 608,130
• Houston, TX: 225,964
• Miami, FL: 46,262
• Orlando, FL: 61,053
• Tampa, FL: 53,117

Other new Robotaxi info:
• Miles driven after dark: 862,000
• Miles in rain: 113,000
• Miles in rush hour: 575,000

https://t.co/mSLDlBGqaf

[Whole Mars Catalog @wholemars]

So Tesla is now generating $1 billion in annual recurring revenue from self-driving that requires supervision, and isn’t even available in most of Europe or China.

I wonder what their ARR will be when they are approved worldwide and don’t require human supervision. $10 billion? $100 billion? more?

[FutureIsTesla @FutureIsTesla]

@pbeisel @JoeTegtmeyer You would not have come up with this post had the stock been up afterhours
Entire market went red.

Let’s not forget $TSLA had run up a bit prior to the earnings

[FutureIsTesla @FutureIsTesla]

I will take the other side.

SPCX will be very volatile going forward, could go in lock step with the AI buildout trade. Hint of AI spending slowdown stock will move down, doesn’t matter what the guidance.

Tesla on the other hand will have floor. For starters short sellers will be out as they wouldn’t want to risk merger announcement and see their shorts burn in an instant.
Then Tesla as a business isn’t doing all that bad, Robotaxis rollout although slow is still scaling. Europe approval could be big catalyst.

[FutureIsTesla @FutureIsTesla]

@RealMattMalecki @garyblack00 Don’t think it’s enabled by default

[FutureIsTesla @FutureIsTesla]

@RealMattMalecki @garyblack00 It’s free But not everyone opts in.