Mango

🤖🚕🔋🔌⚡️📈 I have a love / hate relationship with Tesla.

[Mango @oppositemandoew]

By 2030, legacy automakers will be ‘Netflix-ified’ by Tesla. Pinning this.

[Troy Teslike @TroyTeslike]

Hi everyone. Here are my Tesla delivery estimates for Q2 2026. The gap between my estimate and the analyst consensus is unusually large this time.

• My estimate: 466,000
• Analyst consensus: 406,024 (based on Tesla's survey of 22 analysts, known as the Company-Compiled Consensus, published on June 26)

[Mango @oppositemandoew]

@TeslaXplored @SawyerMerritt Goodthing DavidMoss is legit

[David Moss @DavidMoss]

Cybercab Meets USA 250th Anniversary!🇺🇸

I just spotted this on the streets of Austin, TX with an incredible patriotic/Texas themed wrap.

Any guesses on what Tesla must have in store for this 4th of July Independence Day?

[Mango @oppositemandoew]

@DoctorJack16 @farzyness Not sure I’d call that a thesis when the takeaway is just that they’re making another form factor car.

[Mango @oppositemandoew]

@Tesla @ShrimpTeslaLong @grok What if all those variables were completed already

[Mango @oppositemandoew]

@Tesla @ShrimpTeslaLong @grok how soon after engineering test will customer go live cyber begun based on history

[Mango @oppositemandoew]

I’m honestly surprised how flat AH is for $TSLA right now with the news of cyber cab. Do we need delivery numbers to help catapult this or something? Maybe thats why we got the early price action already.

[Tesla @Tesla]

Engineering tests of the first production Cybercab have begun in Austin

[Sawyer Merritt @SawyerMerritt]

Tesla has just announced that they have begun testing production Cybercabs with no steering wheel or pedals on public roads in Austin!

Let's goooooo

[MentoviaX @MentoviaX]

$TSLA monthly chart still looking solid for a cup & handle setup..... a monthly close above 432 should confirm another major uptrend momentum....

[Mango @oppositemandoew]

@XanderSky @Gfilche Lol its the foam it appears

[Joseph 💎✌️🪑🇺🇸 Tesla Long Term Investor @ShrimpTeslaLong]

If I’m the “big money,” this week (before 7/2) will be the time to get into $TSLA for the long haul. Why? I don’t want to wait until after the Q2 delivery numbers are shown (which I think will beat). I don’t want to wait until the Robotaxi ramp is announced. I certainly don’t want to see the Semi ramp and Roadster 2.0 announcement. Also, this $SPCX + $TSLA merger can happen anytime during or after the earnings call. So there are just too many pleasant surprises on the horizon. I wouldn’t be sitting on the sidelines if I’m the “big money” looking to get into $TSLA for the next wave. Just my opinion.

[Mango @oppositemandoew]

@SawyerMerritt Tsunami 🌊

[Mango @oppositemandoew]

@Tslachan @tesla_korea What’s happening in July 17?

[Elon Musk @elonmusk]

Nice work by the @Tesla_AI team!

The AI3 computer only has ~15% of the effective memory bandwidth of AI4, so this was a tough challenge.

[Randy Kirk @RandyWKirk1]

Lots of breadcrumbs pointing toward significant progress on Robotaxi in July.

[Ashok Elluswamy @aelluswamy]

FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.

This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination options and speed profiles on city roads, but more importantly significantly improved safety.

We hope you’ll enjoy it, once the build ships wide.

[Mango @oppositemandoew]

@wholemars Something happening 👀