BBB

$TSLA $FOUR $DPP $LMND $HIMS $UPST

[T J - 🇬🇧 Tracking Global FSD Rollout @tesla_jokes]

Wow - So many people have emailed their local authority regarding approving Tesla FSD across Europe
🇦🇹 🇧🇪 🇧🇬 🇭🇷 🇨🇾 🇨🇿 🇩🇰 🇪🇪 🇫🇮 🇫🇷 🇩🇪 🇬🇷 🇭🇺 🇮🇪 🇮🇹 🇱🇻 🇱🇹 🇱🇺 🇲🇹 🇳🇱 🇵🇱 🇵🇹 🇷🇴 🇸🇰 🇸🇮 🇪🇸 🇸🇪
Everyone wants this! Find the contact details for yours here:
https://t.co/bVDnXZpDJU

[David Moss @DavidMoss]

6,000 mile streak on Tesla FSD:

I’ve driven now essentially 2 coast to coast trips without having to disengage with version v14.3.3

Cool stuff, love this car

[Shaun Maguire @shaunmmaguire]

SpaceX just quietly amended its S-1 announcing another mega deal

$920M/month from Google from October 2026 through June 2029

With both parties being able to terminate the agreement with 90 days notice

Things are getting exciting 🚀

[DewmBoom @dewmboom]

$MU memory chips were certified and cleared by $NVDA for Nvidia’s Vera Rubin 🔥🔥🔥

Source: Yahoo Finance https://t.co/G5vMni8EQV

[BBB @budb01]

@SawyerMerritt Hey @RDWnl stuur dat filetje ff door joh. @AnnickDeRidder wacht er op!

[Starlink @Starlink]

In response to the Ebola outbreak in eastern Democratic Republic of Congo, the Starlink team has provided 150 kits to @AfricaCDC, enabling reliable connectivity for frontline health workers working in affected areas

[Shai Wininger @shai_wininger]

Alright. We have limited seats for Investor Day (Nov 17, NYC) + drinks with me and the team later that evening:

https://t.co/PMLeMxTYc7

[Ming @tslaming]

GOOD NEWS 🚨 JPMorgan Chase has upgraded $TSLA rating from Underweight to Neutral and raised its price target from $145 to $475, a massive 227.59% increase 🔥

Three major factors drive this rationale:

🤖 AI & Autonomy Shift — JPMorgan finally stopped valuing Tesla purely as a traditional car manufacturer, shifting their models to account for massive future software value from FSD, the Robotaxi platform, and robotics.

📈 Market Reality Check — With the stock trading massively above their old $145 target, maintaining a deep "Underweight" rating became completely disconnected from institutional fund flows and the market's actual momentum.

🤝 Burying the Hatchet — After dropping their long-running $162 million legal dispute and repairing corporate banking ties with Elon Musk, the bank's research arm shifted to a much more objective, less hostile outlook.

[Nic Cruz Patane @niccruzpatane]

If you are a HW4 Tesla owner in Arizona, Indiana or Oregon, you can now get Lemonade Autonomous Car Insurance with a 50% discount on every mile driven using FSD.

You pay a low fixed parking price, then pay only for miles driven each month. If you have FSD activated, those miles are 50% off.

The company says that as FSD versions improve, prices will go down further.

As always, insurance is different for everyone, so make sure you check other options to see what’s right for you. If available, Tesla Insurance might be cheaper if you have high FSD usage as well.

[Wham Baam Teslacam @WhamBaamX]

FSD drove to the shoulder. At the time, Ken did not know why. His wife asked what's going on? About that time the BMW passed them at a high rate of speed and slightly in their lane.

Ken told his wife this is just the reason they are driving this car. It's the safest vehicle on the road.

[Ming @tslaming]

GOOD NEWS 🇭🇰 @Tesla absolutely dominated the Hong Kong market in May 2026 with 1,392 vehicles delivered, outperforming the runner-up BYD by a massive 73.78% 🔥

The Model Y RWD led the charge as the city's best-selling EV, accounting for 689 of those units 🔥

[Bradford Ferguson @bradsferguson]

Lemonade is now insuring my

Tesla Model X Plaid
Foundation Series Cybertruck, and Model Y Launch Edition
(these are not cheap cars!)

…all for $190 per month with the special 50% off miles driven with Tesla FSD.

[Roland Pircher @piloly]

In Europe*, 4.2k Tesla sales were reported for the week of May 25 to 31. 🇪🇺

This is +18.1% WoW and +46.7% compared to the same week last year. This has been best week of the quarter so far. The quarter after 9 weeks is +51.8% QoQ and +38.0% YoY. YTD sales are +21.7% year-over-year. This is the second-best quarter out of the last five so far.

* Data from the daily/weekly reporting countries UK, Norway, Netherlands, Sweden, Denmark, Italy, Spain, Switzerland, Czech Republic, Iceland (~60% of Tesla sales in Europe)

[BBB @budb01]

@wholemars No Israel?

[Elon Musk @elonmusk]

Something that perhaps isn’t clear is that, if this location works out (other locations are still in the running), SpaceX will still be paying an annual amount that increases tax revenue for Grimes County by ~25% and will be by far the biggest source of revenue for the county.

Taking into account taxes paid by SpaceX employees and contractors, Terafab will far exceed ALL revenue that Grimes County currently earns!

The reason SpaceX asked for this, which is standard practice for massive capital investments, is because Terafab will have a large number of extremely expensive machines for making chips. Property tax on these crazy money machines would put us at a serious competitive disadvantage relative to other chip fabs in the world.

[Angus電科技 @wuanguscc]

⚡⚡⚡最新消息：Tesla 正式寄信通知🇦🇺澳洲/🇳🇿紐西蘭車主：FSD v14 本地測試進入最後階段

Tesla 直接發 email 給澳洲與紐西蘭的 HW4 車主（Model 3 / Model Y 2024年後車型），官方表示：「FSD (Supervised) V14 目前處於本地開發與測試的最後階段，此版本在性能與功能上代表重大進步。」

AU/NZ 是全球首個右駕（RHD）市場於2025年9月率先導入 FSD，但一直停留在 v13.x 版本。

v14 參數量是 v13 的 6 倍，北美已運行至 v14.3.3，AU/NZ 版本預計數週內正式推送。

這次 v14 本地化測試完成後，英國、日本、部分歐洲市場等右駕地區的 FSD 升級也將有更清晰的路徑。FSD 全球 rollout 正在同步加速，方向沒有懸念。

[goddreng @goddreng10]

This is absolutely phenomenal numbers from $UPST.

20% GROWTH MoM ON $ ORIGINATED PER DAY - INSANE!!

Anyway, market won't take this flying before Hormuz is done

[NL FSD Inside @TSLA_inside_]

Minister @vincentkar of the Ministry of Infrastructure and Water Management experiencing Tesla FSD on Dutch roads.

Just a few years ago, this would have been dismissed as science fiction.

Today, it’s reality.

Not on a closed course.
Not in a controlled demonstration.
Not in Silicon Valley.

In the Netherlands.
On public roads.

This is what technological progress looks like.

Tesla FSD is here.

[Shay Boloor @StockSavvyShay]

$LMND expanded its autonomous car insurance product to $TSLA owners in Indiana offering up to 50% off miles driven using FSD Supervised.

The product uses Tesla driving data to price autonomous miles differently from manually driven miles.

[Roland Pircher @piloly]

Germany reported 5,111 Tesla sales and 2.1% market share in May. BEV penetration is 25% and Tesla has 8.5% of this segment. 🇩🇪

• Market share is 31 basis points or 17% above the 3-month trailing average of 1.8%
• +322% vs. May last year and +125% compared to February the second month of the previous quarter
• Second best May ever
• Highest quarter after two months since 24Q1 (9 quarters)
• Last three months +212.2% vs. December - February
• Year-to-date +200% over same period last year
• Year-to-date is 109% or 13.1/12 of last year's total