クオッカ

Tesla investor 2020-/イノベーションへの中長期🇺🇸株投資/マンション/🏀🏃🏋🏻🏊

[クオッカ @QuokkaTesla]

$TSLA Let’s go !!

[Elon Musk @elonmusk]

@JonErlichman I know this sounds crazy right now, but I think both SpaceX and Tesla will exceed these estimates

[クオッカ @QuokkaTesla]

Space Xが6月12日にIPO🚀！

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX is planning to debut its record-setting IPO as soon as June 12th and has packed the Nasdaq as its listing venue, per Reuters.

SpaceX has accelerated its IPO timeline and ⁠is now aiming to flip its prospectus ​public as early as next Wednesday.

[Elon Musk @elonmusk]

Same here.

By way of background for those who care, I spent a lot of time last week with senior members of the Anthropic team to understand what they do to ensure Claude is good for humanity and was impressed.

Everyone I met was highly competent and cared a great deal about doing the right thing. No one set off my evil detector. So long as they engage in critical self-examination, Claude will probably be good.

After that, I was ok leasing Colossus 1 to Anthropic, as SpaceXAI had already moved training to Colossus 2.

[クオッカ @QuokkaTesla]

井上尚弥がPFP No.1復活🥊！中谷潤人戦は圧巻のパフォーマンスだったし、試合数が多く相手も強豪ばかりだから、誰もが納得でしょう

[Ring Magazine @ringmagazine]

INOUE IS THE NEW POUND-FOR-POUND KING 👑

Naoya Inoue claims the #1 spot after his win over Junto Nakatani last Saturday 😤

[クオッカ @QuokkaTesla]

$PLTR 成長が加速している。ガイダンスも強い

[Palantir @PalantirTech]

Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations.

Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%.

We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.

[クオッカ @QuokkaTesla]

$TSLA ついにCybercab生産開始！

[Elon Musk @elonmusk]

Cybercab has started production

[クオッカ @QuokkaTesla]

$TSLA 順調そうだな💪🏻

[Tesla @Tesla]

Q1 2026 Shareholder Update

https://t.co/dOjSLhd10p

We continued to make meaningful progress on the build out of the infrastructure & AI software that underpins our Robotaxi & future robotics businesses in Q1.

That meant commencing the ramp of new factories across AI compute, battery & battery materials, as well as preparing lines for start of production of Megapack 3, Cybercab & Tesla Semi.

Demand for our vehicles continued to grow in APAC & South America markets, with a rebound of demand in EMEA markets & North America.

As trade and geopolitics become more uncertain, we're further regionalizing and vertically integrating critical supply chains to ensure access to key materials & componentry in each region across vehicle, energy & AI.

Automotive
– Optimizing our vehicle product portfolio with an emphasis on vehicles designed for a fully autonomous future

– More affordable trims of Model 3/Y & rollout of Model Y L in markets outside of China

– Began deliveries of Cybertruck in the UAE

– Volume production of Cybercab & Tesla Semi this year

Energy Generation & Storage
– Good progress with new Megafactory outside Houston (will produce Megapack 3 for Megablock). Start of production on track for later this year

– We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York

Robotics
– Preparations for our first large-scale Optimus factory will begin shortly in Q2.

First-gen line designed for 1M robots/year will replace Model S/X lines in Fremont Factory, second-gen line is being prepared at Giga Texas (long-term annual capacity of 10M robots/year)

AI Training Compute
– Cortex 2 is now online & has started running training workloads

– Also ramping on-site training infrastructure to ensure sufficient compute resources for AI products & services

– Continuing with custom silicon development (Dojo 3) to reduce training cost over time

Battery
– Ramping new battery & material factories, including LFP cells in Nevada, cathode material & lithium refining in Texas

– Battery vendor cell availability continues to be a limiting factor on ramping vehicle production, so we're working on initiatives to de-bottleneck, including using 4680 cells at Giga Berlin

Other Supporting Infrastructure
– Giga New York is now producing V4 Supercharging cabinets (3x power density & 2x the number of stalls vs V3)

– Alongside the ramp of Tesla Semi, we're deploying public Megachargers, including our first one in SoCal

– Over 2,200 new Supercharger stalls, growing the network 19% YoY

AI Software
– FSD 14.3 launched in April

– Upgraded Reinforcement Learning (RL) stage to better handle long-tail edge cases, enhanced the neural network vision encoder for sharper perception in low-vis scenarios & rewrote the AI compiler to accelerate model iterations & cut inference latency by 20% (faster reaction time for FSD!)

This accelerates our efforts to eventually deploy unsupervised autonomy to both the Robotaxi fleet & customer owned vehicles

– Digital Optimus: our next evolution of AI development. We're working on automating digital workloads, building an intelligence layer that will complement real-world AI in vehicles & robots

AI Inference Compute
– Expanding our scope of manufacturing to include semiconductor fabrication (coinciding with Robotaxi & Optimus ramps) = step towards ensuring sufficient & resilient chip supply

– Partnership with SpaceX aims to build the largest chip fab ever, vertically integrating logic, memory & advanced packaging to allow for rapid iteration

– Completed final chip design of AI5 (our next-gen inference processor) in April

Automotive & Other Software
– Rolled out Spring Update which includes a new Self-Driving app with tutorials & stats, "Hey Grok" wake word w/ location-based reminders, accent lights for blind spot alerts, updated Pet Mode & more

Robotaxi
– Paid Robotaxi miles doubled sequentially in Q1

– Cybercab will begin replacing Model Y fleet once in production & be the largest volume vehicle in the fleet over time

– Continuing to lay the groundwork for expanding into new cities (testing, permitting), so we can launch quickly once ready. Safety remains top priority

– Expanded unsupervised ops in Austin & launched in Dallas & Houston in April

FSD Supervised
– Record net new FSD subscriptions in Q1

– Received approval to deploy FSD Supervised in the Netherlands in April, clearing the path for potential approval in other EU countries

– Continuing to make progress on approval in China

Automotive Services
– Safety Score v3.0 enables every mile driven with FSD Supervised engaged to receive a score of 100. Higher Safety Score over time = lower premiums for Tesla Insurance customers

[クオッカ @QuokkaTesla]

✍️

[Elon Musk @elonmusk]

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI.

AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

[Elon Musk @elonmusk]

Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI.

Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software.

You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind).

This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal.

In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft.

No other company can yet do this.

[クオッカ @QuokkaTesla]

$NVDA うぉぉ！「コンピューティングの需要は指数関数��に増大している。エージェントAIの変曲点が到来した」

[Quartr @Quartr_App]

$NVDA Q4 2026

"Computing demand is growing exponentially — the agentic AI inflection point has arrived." - Jensen Huang

Revenue +73%
*Data Center +75%
*Gaming +47%
*Professional Vis. +159%
*Automotive +6%
EBIT +84%
*marg. 65% (61)
EPS +98%

[クオッカ @QuokkaTesla]

$PLTR 強すぎる💪🏻

[Palantir @PalantirTech]

Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.

Q4 U.S. commercial revenue grew 137% y/y and adjusted operating margin was 57%.

We also generated $2.27 billion in FY 2025 adjusted free cash flow, representing 51% margin and 82% Y/Y growth.

[クオッカ @QuokkaTesla]

SpaceXのxAI買収決まった！🚀 📡 🤖

[SpaceX @SpaceX]

SpaceX has acquired xAI, forming one of the most ambitious, vertically integrated innovation engines on (and off) Earth → https://t.co/3ODfcYnqfg

[クオッカ @QuokkaTesla]

$TSLA これだ🎯💎

[Elon Musk @elonmusk]

I resisted AI for too long

Living in denial

Now it is game on

@xAI @Tesla @SpaceX

[クオッカ @QuokkaTesla]

$TSLA Tesla🤝SpaceX🤝xAI 🤖🚀🧠

[Elon Musk @elonmusk]

@beffjezos Yeah

[Bloomberg @business]

SpaceX is considering a potential merger with Tesla, as well as an alternative combination with AI firm xAI, according to sources, a sign billionaire Elon Musk is weighing how to consolidate his empire https://t.co/V2YPIb714s

[クオッカ @QuokkaTesla]

$TSLA Model S & Xの生産をやめてOptimus生産に変える。Teslaの覚悟が伝わる英断だな🤖

[Tesla Optimus @Tesla_Optimus]

Model S & X will live on through me

[クオッカ @QuokkaTesla]

$TSLA 2025年は自動運転・ロボット・AI基盤・エネルギー分野を強化し、フィジカルAI企業への転換と量産拡大を本格化。2026年は大きく飛躍しそう💎

[Tesla @Tesla]

Q4 Shareholder Update → https://t.co/u0UcDOuMNa

— Highlights

2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company.

We also laid the foundation for the future of Tesla by further advancing FSD Supervised, launching our Robotaxi service, beginning to install production lines for Cybercab & fine-tuned our production-primed Optimus design while expanding our AI training infrastructure.

In 2026, we will further invest in the infrastructure needed to support clean energy + transport as well as autonomous robots.

This includes the ramp of 6 new production lines across vehicle, robots, energy storage & battery manufacturing.

We're building a world of amazing abundance. LFG!

Automotive
– APAC region continues to show strength across multiple markets & set a record for deliveries this quarter

– Preparations in North America continue for the production ramps of Tesla Semi & Cybercab, both commencing in the first half of 2026 & production of the next gen Roadster

Energy generation + storage
– Highest quarterly energy storage deployments, driven by record Megapack deployments

– Total gross profit = $1.1 billion, marking our 5th consecutive record quarter!

– Megapack 3 & Megablock production starting at Megafactory Houston this year

– In 2025, Powerwall network supported more than 89k Virtual Power Plant events across >1 million installed units, saving homeowners >$1 billion in electricity bills

Robotics
– Planning to unveil Optimus Gen 3 in Q1 this year, our first design meant for mass production

– Start of production planned by end of 2026, with eventual planned capacity of 1 million robots/year

AI Training Compute
– Currently building Cortex 2 at Giga Texas to further increase our AI training compute capacity

– In the first half of 2026, we're planning to more than double the size of onsite compute in Texas (in terms of H100 equivalents)

Battery
– Our lithium refinery started pilot production. It is the first spodumene to lithium hydroxide refinery in North America, with a simpler, cheaper & more environmentally friendly process

– Started producing battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply

– We now produce dry electrode for 4680 cells with both anode + cathode made in Austin

– We expect both domestic cathode material in Austin & LFP lines in Nevada to begin production this year

AI Software
– Shipped latest version of FSD Supervised (V14), which will drive you to your destination, find a free spot & park

AI Inference Compute
– Development of our in-house, custom designed AI5 & AI6 inference chips for autonomy progressed during Q4, with production planned for 2027 & 2028 respectively

– Targeting a 50x improvement for AI5 compared to AI4, thanks to 10x raw compute, 9x memory capacity & 5x hardened block quantization & softmax function (= enabling efficient low precision computing without sacrificing model accuracy)

Automotive + Other Software
– Robotaxi app no longer has a waitlist in the areas we serve

– Our vehicles keep getting better with over-the-air software updates: Grok w/ navigation commands, Photobooth, Supercharger Site Maps, Automatic HOV Routing, & more

Robotaxi
– Began testing driverless Robotaxis in Austin in December & began removing safety monitor from customer rides in January

– Our Bay Area ridehailing service now serves SJC, with plans to expand to other Bay Area airports upon receiving required permitting

– Cumulative paid Robotaxi miles have now exceeded 600k

FSD Supervised
– Launched in Korea, where customers drove >1 million kilometers in just one month

– We continue to pursue regulatory approval in China & Europe

– FSD Supervised subscriptions more than doubled in 2025

[Quartr @Quartr_App]

$TSLA Q4 2025

Revenue -3%
*Automotive -11%
*Energy Gen. & Storage +25%
Gross Profit +20%
*marg. 20.1% (16.3)
EBIT -11%
*marg. 5.7% (6.2)
Adj. EBITDA -4%
*marg. 16.7% (16.9)
EPS -60%
FCF -30%

[クオッカ @QuokkaTesla]

$TSLA オースティンで監視なしRobotaxi開始🤖！いよいよだ

[Elon Musk @elonmusk]

Just started Tesla Robotaxi drives in Austin with no safety monitor in the car.

Congrats to the @Tesla_AI team!

If you’re interested in solving real-world AI, which is likely to lead to AGI imo, join Tesla AI. Solving real-world AI for Optimus will be 100X harder than cars.