Z.Q.L Andy

[Sawyer Merritt @SawyerMerritt]

Elon Musk has received regulatory approval to acquire startup Mesh Optical Technologies, a company founded by former SpaceX engineers working on optical data center communication technology.

Mesh is developing optical transceivers that rely on light to send and receive information between data centers, which the company says are more power efficient and lower latency than existing options. https://t.co/D7diyxpuHX

[Fox News @FoxNews]

South Korea just put its air defenses to the test against one of the fastest-growing threats on the battlefield: drone warfare.

During its first-ever live-fire exercise simulating a coordinated swarm attack, 50 drones flew in low from about a half mile away. Air defense crews shot down 44 with Vulcan guns, while a portable laser and shotguns took out the remaining six.

The drill comes as militaries around the world race to adapt to the growing use of coordinated drone attacks in modern warfare.

[Bloomberg @business]

Elon Musk received a regulatory greenlight to acquire startup Mesh, a company founded by former SpaceX engineers working on optical data center communication technology https://t.co/IU1fSE8H8e

[DennisCW | wen my L @DennisCW_]

2027 Model Y L (6 Seater)

Release: July 2026
Deliveries starting in September 2026

Price: $58,990 for Horizon Series
Range: 360 miles

Includes:
-3 year FSD Subscription
-Acceleration Boost
-Badging
-Pedals
-special wheels

[Squawk Box @SquawkCNBC]

A report says $SPCX has told investors it wants to launch a mobile service in the U.S., challenging incumbents like $VZ and $T. Oppenheimer analyst Timothy Horan weighs in. https://t.co/Y5jk6uEaBU

[ExtraXTime @FTextraTime]

#FIFAWorldCup Round of 32 Matches as it Stands

[Tesla Semi @tesla_semi]

Incentive programs for Tesla Semi in California 

– Clean Truck & Bus Voucher Incentive Program (HVIP) gives you $120,000 off each Semi for up to 20 trucks (no scrapping required, applications re-open upon delivery)

– California Clean Fuel Rewards (CCFR) gives you an additional $120,000 off each Semi, no max truck purchase limit & no scrapping required. Stacking allowed with HVIP for small fleets only. Available starting tomorrow.

Submit your info & we'll get in touch
https://t.co/I3xX039UYk

[Lockheed Martin @LockheedMartin]

Innovation doesn't replace proven capabilities—it makes them even stronger. By pairing GPS with emerging quantum navigation technologies, we're helping shape the future of resilient, ultra-precise positioning, navigation and timing.

[Sawyer Merritt @SawyerMerritt]

Tesla Semi sliding around in Alaska

[nextbigfuture @nextbigfuture]

Echostar and SpaceX starting to test direct to cellphone spectrum. $SATS $ECHO $SPCX

[⧫ Alan Chen ⧫(alanchentsla.eth） @alanchen]

单季利润逼平英伟达，为何估值垫底？美光财报撕开AI底牌：科技七姐妹正在被“吸血”

[Evan @StockMKTNewz]

SPACEX $SPCX IS BUILDING ITS OWN NATURAL GAS PIPELINE TO FUEL STARSHIP ROCKETS

It is called Starpipe. Eight miles long. Construction starts next month. Expected to be operational by January 26th - Reuters

[*Walter Bloomberg @DeItaone]

$TMUS $SPCX - SPACEX-T-MOBILE TAKEOVER RUMORS EMERGE

A TD Cowen analyst says SpaceX could acquire T-Mobile to accelerate its wireless ambitions if it can't secure a network-sharing deal. The report cites T-Mobile's existing Starlink partnership as a strategic fit. The idea is purely speculative, but highlights growing competitive pressure from SpaceX on the telecom industry.

[Shay Boloor @StockSavvyShay]

$TSLA says production at its Berlin Gigafactory is set to ramp to 7,500 vehicles per week starting in October 2026 marking another 20% increase in output.

Tesla says the expansion will also come with 1,000 additional hires at the Berlin plant.

[Ming @tslaming]

GOOD NEWS 🇪🇺 According to SolarPower Europe, European battery storage market is set to quadruple by 2030, with annual installations jumping from 50 GWh this year to 138 GWh 🔥

This represents a HUGE revenue stream opportunity for Tesla Energy with $6 Billion in annual revenue from Europe alone 🔥

Here is the baseline math for a 2030 European scenario:

🔋 Total addressable market (TAM): 138 GWh (138,000 MWh) annually.
🎯 Tesla market share (conservative): If Tesla captures just 15% of this market with the Megapack, that translates to 20.7 GWh deployed annually (roughly 5,000+ Megapacks).
💵 Pricing assumption: Assuming battery cost curves continue to decline, a conservative utility-scale price by 2030 is roughly $300 per kWh ($300,000 per MWh).
💰 The revenue impact: 20,700 MWh × $300,000/MWh = $6.21 Billion in annual revenue from Europe alone.

When you consider that this doesn't even account for high-margin recurring software revenue from Autobidder, Europe is shaping up to be a massive growth engine for Tesla's energy ecosystem.

[Sawyer Merritt @SawyerMerritt]

Over the past few weeks, more than $6 billion in new @Tesla Megapack projects have been announced.

[Lockheed Martin @LockheedMartin]

We are developing laser weapon systems in support of Golden Dome for America, ready to defend U.S. and allied forces. Combined with our platform integration expertise, these systems are designed to defeat a growing range of threats to military forces and infrastructure.

[Daniel Lurie 丹尼爾·羅偉 @DanielLurie]

Config, a tech design conference hosted by @figma, has brought 10,000+ designers, developers, and product builders from nearly 90 countries to San Francisco. Dylan, the Co-founder and CEO, moved Figma to San Francisco because he knew that this was the place to be.

This conference builds on the momentum we’re seeing at Moscone Center and downtown this year. Conferences and tourism drive economic activity that helps fund services across our city.

[Elon Musk @elonmusk]

Correct

[Shay Boloor @StockSavvyShay]

$MU ABSOLUTELY CRUSHED THEIR EARNINGS

• Revenue $41.5B vs Est. $35.5B
• EPS $25.11 vs Est. $20.39
• Net Income $33.7B vs Est. $23.9B
• Gross Margin 85% vs Est. 82%

Q4 Guide
• Revenue $50B vs Est. $43B
• EPS $31.00 vs Est. $25.07
• Gross Margin 85% vs Est. 84%