Bryce Kim (브라이스킴)

Tesla fan

[도키와미국주식 @02jason88]

테슬라 8.8% 상승! 14개월만에 가장 많이 올랐다!

7월 2일 테슬라 2분기 출고량에 대한 기대감이 있는 상태에서 FSD V14 LITE가 HW3(AI3)에게도 배포가 되기 시작하면서 주가 상승에 촉매제 역할을 하였습니다!

이번에 좋은 출고량이 예상되는데, 아래와 같은 이유로 계속 출고량은 우상향하게 될것이라고 봅니다.

1) 호르무즈 해협은 예전으로 돌아가지 못하면서 전기차의 수요는 점차적으로 가솔린차 대비 높아질것
2) FSD로 인해 테슬라에 대한 수요가 높아질것

그리고 아래 그림에서 주가상태를 오버랩해서 잘 보시면 출고량의 흐름과도 비슷하다는것을 대충 볼수 있을것인데, 출고량 및 매출액 등이 우상향함에 따라서 주가 또한 결국 우상향하게 될것이라고 봅니다.

[Joe Tegtmeyer 🚀 🤠🛸😎 @JoeTegtmeyer]

29 June 2026 Giga Texas VIDEO … 2nd Quarter comes to an end & a lot of excitement about how well Tesla will do along with some big announcements about FSD V14 Lite for AI3 cars starting to roll out!

Prep for the big 250th USA celebration is taking shape along with a lot of progress with construction on the N end Optimus Factory site.

More clearing work on the E side Advanced Chip Fap site prep, Cortex 2 temporary chillers being disconnected and removed, a large opening created by removing wall panels, windows and 4 receiving docks on the E side of the factory to allow for some large equipment deliveries

Link to 4K video below!

[Elon Musk @elonmusk]

I love optimizing machines

It’s like a beautiful puzzle

That also achieves true usefulness

[Herbert Ong @herbertong]

A big announcement is coming from Tesla on Tuesday July 7th!

Listen to Tesla’s Lars Moravy say “a week from Tuesday there will be some cool news about things happening around Giga Texas as part of the scaling effort”!

Our interview with Lars should drop tomorrow.

This is definitely one to watch for all $TSLA investors. Jeff and I counted over 12 important things he confirmed or revealed.

@thejefflutz
@cyberbulls

[TheSonOfWalkley @TheSonOfWalkley]

BREAKING: PER @KALSHI — TESLA TO DELIVER 442,000 CARS IN Q2 👀

It’s going higher !

[Dalton Brewer @daltonbrewer]

NEWS: $TSLA is SURGING over 7% today

The fleet is about to awaken!!!

[Sawyer Merritt @SawyerMerritt]

Yep, we're getting closer. Cybercab has just been added to the Connected Autonomous Vehicles First Responder Interaction Plans page by the Texas Department of Public Safety.

[Tesla @Tesla]

v14 Lite review

[돈생걍사 @TSLA_Bitcoin]

$TSLA $411.84 +8.46%
$SPCX $164.19 +7.15%

이게 바로 일론 기업이다!! 🤴

오늘 하루 시총 상승액 (합산) : $265B (408조원)
오늘 하루 일론 재산 상승액 : $75B ($116조원)

[Sawyer Merritt @SawyerMerritt]

Over 70 Cybercabs now in Dallas. Lot is packed.

(via Reddit)

[Joe Tegtmeyer 🚀 🤠🛸😎 @JoeTegtmeyer]

More Cybercab action today with a twist… for the 1st time, we see a large number of the older engineering Cybercabs that were wrapped on the E side temp lot … they may be getting ready for scrapping!

Cybercabs also continue testing on the track, with recent views showing the Cybercabs with the “Cybercab” logos are being driven fully autonomously.

The outbound lot has had many of the Cybercabs transported off site, but there are still about 50-60 in several different locations, again showing inventory changes on a daily basis.

Big question is … will Cybercabs positioned all over the country be part of the @Robotaxi fleet soon? Hopefully we won’t have to wait much longer to find out!

[Tesla AI @Tesla_AI]

🧠

[Bryce Kim (브라이스킴) @Brycekim401]

@CuriousPejjy 🔥

[Pejjy @CuriousPejjy]

The $TSLA hate is indeed very loud right now but that's always when things are about to pop off and like always, FOMO will pump it up to ATHs.

[Bryce Kim (브라이스킴) @Brycekim401]

@SawyerMerritt 🇰🇷🙏🏻

[Sawyer Merritt @SawyerMerritt]

Think about this, the 7+ year old Teslas with AI3 that are now getting FSD V14 Lite have a more capable self-driving system than any brand-new non-Tesla car currently sold in North America.

Pretty wild.

[Bryce Kim (브라이스킴) @Brycekim401]

@Tesla_AI @BLKMDL3 🇰🇷🇰🇷Release Full FSD🇰🇷🇰🇷

[Tesla AI @Tesla_AI]

v14 Lite Release Notes:

– Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.

– Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.

– Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.

– Introduced parking, unparking, and reversing capabilities.

– Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.

– Speed Profiles are now available at all times, to further customize driving style preference.

[Bryce Kim (브라이스킴) @Brycekim401]

@LayeredInvest @Olleh1223 크~👍🏼👍🏼👍🏼

[레이어드 @LayeredInvest]

FSD V14 Lite 슈퍼차저 주차

cf. Zack : 2019년 모델3 / MCU2 (인텔 아톰)