tadaharu

Elon believer | model Y | Grok | STEPN | LSP集め| テスラ購入時はご利用下さい👇😊

[tadaharu @elon_optimusk]

#TSLA
#model Y

納車4ヶ月‥大満足😊
大排気量のアメ車も乗ってたけど、テスラの方が加速もすごい‼️
楽しいです‥ぜひ試乗下さい😆

[高校生でも分かる米国株（公式） @USStockhanako]

スペースX決算発表！
時間前は9％上昇で、決算発表後時間外現在7％下落！

収益は＋92％、しかしロケットの売り上げは全体の12％だけ、55％はスターリンクの売り上げ。利益もスターリンク頼み

営業損失225億円、最終損失849億円。赤字は縮小

上場前の調達も多く、新規では12兆円のはずが合計で20兆円の調達。上場前ぎりぎりで調達多くしていますね。金はある。

設備投資はAI部門が2.5兆円、ロケットは1843億円のみ

Starshipは順調

過去90日でStarship V3の飛行試験を2回成功。
完全再利用型ロケットの実現へ前進。

AI事業が急拡大

AIクラウド契約を141億ドル受注。AIコード生成企業Cursorを600億ドルで買収すると発表。7月には最新AIモデルGrok 4.5を公開。

Starlinkが引き続き好調

通信事業では売上 +66%、営業利益 +79%と大幅成長。
背景はStarlink契約者数が約2倍に増加、法人向け、政府向け
需要が拡大した

防衛事業も拡大

軍事通信サービスStarshieldで60億ドル超の長期政府契約を獲得しました。

CFOコメントのポイント

CFOは、「2026年はSpaceXにとって飛躍の年」と評価。
特にAI関連契約の拡大、Starlink契約者の増加、政府・企業との大型契約、ロケット事業の優位性が利益率改善につながったと説明しています。

財務状況

非常に強い財務体質を維持しています。
現金・現金同等物など：1,000億ドル
受注残（バックログ）：475億ドル
この豊富な資金を活用し、Starship、Starlink（ブロードバンド・携帯衛星）AIプラットフォームへ積極投資を続ける方針です。

スペースXはロケット期待だけど、現状はスターリンク頼り、Cursor買収（600億ドル）が今後どれだけ利益成長につながるかが重要な焦点となります。

先日スペースXのお歌つき説明動画を出したのでみてね！
https://t.co/Gk2f0gKyU4

#スペースX決算

[救命医エルメス @doctor_birkin]

日本の医療制度の問題点を集約させたようなポスト

国民のために皆保険として安く医療が受診できる結果大量の患者さんが発生

待たせてしまった患者さんに申し訳ないので短時間て適切な診断と治療を提供した結果

感冒の原因の大半はウイルス性で薬は不要
薬が必要な疾患を除外

そしてクレーム

[Tesla Japan @teslajapan]

テスラ家庭用蓄電池 Powerwall 3、販売開始 🇯🇵
補助金の対象に*

[横川尚隆 @YokokawaNaotaka]

JAPAN PRO優勝しました🏆
はじめましてオリンピア
はじめまして世界
俺が横川尚隆です。
待ってろオリンピア

本当にたくさんの応援ありがとうございました😭🙇‍♂️
みんなの応援が本当に力になりました🙇‍♂️
こんな俺に夢を託してくれて本当にいつもありがとう
もう俺1人の夢じゃない　必ず成し遂げます。

[こんがり @gantzo9882]

あまりにもあまりにも筋肉

[Eva McMillan ♥️ @EvasTeslaSPlaid]

True facts: An $89K Tesla Model S PLAID destroys a $720K Ferrari SPIDER in a drag race! Cheers to @Tesla

[Jonathan Goodman 🇨🇦 @itscoachgoodman]

$1.6 million dollars in Bitcoin was drained from my account on July 29th in the Cold Card wallet hack.

My Bitcoin was in cold storage. My keys were on a ColdCard device kept in a safety deposit box that had never been connected to the internet.

This part's nerdy, but here's what happened:

Hackers discovered a vulnerability in the part of the hardware wallet code used to create seed phrases.

This allowed them to use AI to brute force guessing seed phrases.

I was at our cottage and heard about the hack today.

"No way this affects me." I thought.

I logged into Wasabi––software that lets me view my bitcoin wallets online.

Right away I saw lines of red transaction–withdrawals–and I knew.

From 9:36pm - 9:43pm on July 29th, every wallet I had had been emptied.

18.25245043 btc gone. That's just over $1.6 million dollars CAD.

Perhaps the hardest part about this is that I did everything right.

I never shared my seed phrase with anybody. My devices never touched the internet. Everything was kept in multiple safes and safety deposit boxes.

None of it mattered. All because the hardware that created the seed phrase originally had one line in their code from 2021 that had a vulnerability.

I'm filing a police report and a report with the Ontario Securities Commission. But I don't expect to recoup anything.

A part of me is trying to make sense of what just happened. Or try to figure out a lesson in it. I'm struggling. $1.6 million is a staggering amount of money to have stolen.

I guess all that I can think about right now is that I'm so damn happy that I'm an entrepreneur and that my earning potential is under my control. Mark my damn words. I'll recover.

[SpaceX @SpaceX]

Falcon 9 launches 24 @Starlink satellites from California

[SpaceX @SpaceX]

View of Starship in space from a Starlink V3 satellite on Flight 13.

This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to continue testing methods of analyzing Starship’s heat shield readiness for return to launch site on future missions

[Elon Musk @elonmusk]

Hot staging

[素晴らしい世界🌎 @yabaaata]

野生動物写真家のシャ・ルーが、捕食者に捕まった小動物がカメラを見つめる瞬間を捉えた写真

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Tesla Weighs Sale of China Business to Pave Way for Potential SpaceX Merger -- WSJ
China.
By Becky Peterson and Raffaele Huang

(Wall Street Journal) -- Elon Musk designed Tesla's China business to be easily separated from its U.S. business because of geopolitical tensions. It might also come in handy if he proceeds with a SpaceX merger.
Musk in recent years instructed Tesla executives to organize the company with a "laser" between its U.S. and China businesses, according to people familiar with the planning. He wanted to ensure that in the event of geopolitical strife between the two countries, at least the U.S. half of Tesla would survive.
Now, some Tesla executives have been told to prepare for a separation of the China business ahead of a potential merger, a person familiar with those talks said. And Tesla advisers have discussed possible options for a separation, including a spinoff, sale or closure, another person said.
Any of those moves could have a profound impact on Tesla, whose Chinese operation transformed it into a consistently profitable global mass-market electric vehicle leader -- and potentially impact its valuation if a SpaceX merger were to happen.
It is unclear how quickly Tesla could spin out or sell the China business, and it is possible that its plans could change.
Musk, who is chief executive of both Tesla and SpaceX, has talked up the crossover potential between both companies in recent months as he reorganizes them around artificial-intelligence projects. Investors and analysts have embraced the idea of a merger following a record-setting IPO for SpaceX, which raised $86 billion for the company in June.
"Obviously we can't talk about, you know, combining companies and that kind of thing on earnings calls," Musk told investors last week. "It is got to be done with the appropriate process."
Musk was particularly concerned about Tesla's dependence on China for battery cells and feared its access to semiconductors could be jeopardized if Beijing invaded Taiwan, the people familiar with the planning said. The goal was to be ready for 2026 or 2027 in anticipation of a war, they said.
Separating Tesla's China operations -- including an electric-vehicle factory there -- would address potential conflicts arising from SpaceX's work as a major U.S. defense contractor. Such a deal would aim to create a firewall between Tesla's Chinese subsidiary and its U.S. business.
SpaceX faces significant restrictions due to its dealings with the U.S. government. The company is a major national-security defense contractor, with business lines that include launching top-secret satellites and operating internet services in war zones like Ukraine.
Sales to the U.S. government made up 20.9% of its business in 2025. That business is highly regulated, with the company restricted by export controls and, for some programs, classified government activities.
Executives have also discussed creating a separate sales entity to handle exports from Tesla's Shanghai plant, one of the people said.
Tesla could create separate office systems and bar China-based employees' direct access to other company units, the person said. While Tesla China already has some autonomy, employees more or less work together around the globe and the top executive in China, Tom Zhu, oversees all of Tesla's global automotive business.
A potential merger between SpaceX and Tesla would likely trigger intense scrutiny from Beijing, given that a major U.S. defense contractor would control Tesla's factories in China and the factories' know-how and supply chain could be repurposed for the U.S. military, according to people familiar with the matter. Another concern for Beijing is that a deal could put data of China's roughly two million Tesla owners in the hands of an American defense company, they said.
In the event of a merger, Beijing would likely seek Tesla's commitment and business guardrails to prevent the influence of SpaceX on Tesla China and illicit diffusion of dual-use goods such as rare-earth materials from Tesla China to SpaceX, the people said.
Tesla has two major factories in Shanghai. They make electric cars and batteries that are sold in China and exported to various markets around the world, but not to the U.S. China is Tesla's second-largest market after the U.S., making up around 18% of sales in the first half of 2026. Unlike many other Western competitors, Tesla's automaking operation there isn't part of a Chinese joint venture.
During the first Trump administration, Tesla launched an initiative called Project Carbon to relocate its Chinese suppliers to Mexico, a decision that went beyond concern over tariffs from the U.S. on Chinese goods, according to people involved in those plans.
Musk was particularly concerned about Tesla's dependence on China for lithium iron phosphate, or LFP, battery cells, as well as its reliance on chips from Taiwan Semiconductor Manufacturing, the world's biggest contract chip maker, which faces the threat of war between the island and Beijing, the people said.
In 2025, the EV maker decided that it would stop using China-based suppliers by 2027 in its U.S. factories, in part because of U.S. tariffs and government incentives for local production, The Wall Street Journal reported.
Mergers involving multinationals typically require regulatory approval across multiple jurisdictions, though most reviews focus primarily on antitrust concerns. In 2018, Qualcomm terminated its proposed purchase of Dutch chip maker NXP Semiconductors after failing to obtain clearance from China.
It is common for companies in the U.S. to have contingency plans for their China businesses and a number of U.S. companies have already spun out their China arms into independent companies. Starbucks recently sold a majority stake in its China business. In 2016, Yum Brands, owner of Pizza Hut and KFC, spun off its China unit and sold stakes to local investors.
6:08 PM

[Tesla Owners Silicon Valley @teslaownersSV]

View of the Model YL from the Third Row.

[tadaharu @elon_optimusk]

お酒は薬物です。

いらいらやストレスで飲みたくなるけど、飲んでも一時的に酔わせてるだけで、体調悪くなるだけ。

いっぱい寝て、身体に良い事しましょ😊

[Tesla @Tesla]

Produced our 10 millionth Tesla globally at Fremont Factory this week!

Only 6 years ago, Fremont Factory made our 1 millionth vehicle

[Max Evans @_MaxQ_]

humans & @cybertruck for scale

[SpaceX @SpaceX]

Liftoff!

[SpaceX @SpaceX]

All systems are looking good, and weather is 70% favorable for liftoff. Propellant load is about to begin for today's launch of NROL-95 from Florida → https://t.co/7zieEW8VqZ

[Elon Musk @elonmusk]

@wintonARK The cost would drop well below $100/kg to orbit for Starship if it achieves immediate & complete reusability, with local production of liquid CH4 & O2

[Tesla Charging @TeslaCharging]

Free Supercharging for Japan earthquake relief. Midnight July 29 to midnight August 5 at

Kitakyushu, Japan
https://t.co/1B4yFdM2RA
Fukuoka, Japan
https://t.co/SVZ4eM4AyX
Fukuoka, Japan - Kashiihama, Higashi-ku
https://t.co/PGhmN8QN7c
Fukuoka - Hakataeki Minami, Japan
https://t.co/AqwbzO0nEW
Fukuoka - Nakasu Kawabata, Japan
https://t.co/c1GQDKiM9f
Fukuoka - Nishi, Japan
https://t.co/0PjMqK14XB
Oita, Japan
https://t.co/cwrUIxb0MR
Kumamoto, Japan
https://t.co/6Zo1ZpRVCz
Miyazaki, Japan
https://t.co/jlVynbp0H5
Kagoshima, Japan
https://t.co/Sb8ZNofe7c