Rafa

Investor || Father || Tesla Owner

[Rafa @rmbdas17]

My wife uses FSD 24/7. She doesn't drive herself anymore and feels extremely safe. Our 5-month-old rides in back. I feel the same.

Tesla's data: 7x fewer major crashes with FSD vs the US average.

It sees everything at once. You can't. That's just a fact. https://t.co/INknwizcC9

[Rafa @rmbdas17]

They crossed.

The car with no steering wheel now outnumbers the Model Y in Austin.

181 Cybercabs vs 176 Model Y.
51% of the driverless fleet.

Austin: 357 unsupervised (+6 since yesterday).
495 Teslas across 7 cities.

Which city flips next?

via Robotaxi Tracker
@Tesla @Tesla_AI

[Rafa @rmbdas17]

Tesla Q4 deliveries, day 15.

514 registrations confirmed, +39 since yesterday.
Norway 117, Sweden 116, Denmark 91.

Our Q4 estimate ticks up to 457.8k vs 467.1k consensus.
Europe's pace is running a bit hotter than we'd modeled.

Still 2.0% under the Street. Does Europe close the gap?

@Tesla @SawyerMerritt @TroyTeslike

[Rafa @rmbdas17]

Two more Cybercabs overnight. One more and they own Austin.

Austin unsupervised: 351 (+2).
175 Cybercab vs 176 Model Y.
Still called 50% of the fleet.

488 Teslas total. Waymo: >4,000.

Think they cross tomorrow?

via Robotaxi Tracker
@Tesla @Tesla_AI

[Rafa @rmbdas17]

Only one right answer

[Market Pulse @MarketPulse369]

Roadster livestream is tomorrow, Thu 8:55 PM ET / 7:55 PM CT (per @Tesla) 🚀

What matters most to you from the reveal? 👇

Hover/thruster talk stays unconfirmed until shown. $TSLA #Roadster #Tesla

[Rafa @rmbdas17]

Tesla Q4 deliveries, day 14.

475 registrations confirmed, +58 since yesterday.
Sweden 109, Norway 100.

Our Q4 estimate moves up to 458.4k vs 467.1k consensus.
Why? Cox's Q3 US number came in higher than we'd modeled. It's a data revision, not a new demand signal.

Gap to the Street is down to 1.9%. Who's closer?

@Tesla @SawyerMerritt @TroyTeslike

[Rafa @rmbdas17]

@squawksquare Buy a put credit spread itm make 2:1 by Friday’s close strikes 370/367.5

[Rafa @rmbdas17]

The car with no steering wheel is about to outnumber the Model Y.

Austin driverless fleet: 349, +14 since yesterday.
Cybercabs: 173 vs Model Y: 176.
That's 50% of the fleet, up from 47%.

485 Teslas across 7 cities. Waymo still 4,000+.

Cybercab takes the majority this week?

via Robotaxi Tracker
@Tesla @Tesla_AI

[Rafa @rmbdas17]

Tesla Q4 deliveries, day 13.

417 registrations confirmed, +57 since yesterday.
Norway is up to 99, Sweden 93.

Still +55% vs the same days last year.
Our Q4 estimate: 450.8k vs 467.1k consensus.

Who blinks first, us or the Street?

@Tesla @SawyerMerritt @TroyTeslike

[Rafa @rmbdas17]

@zerohedge Export controls working as intended, or just a gift to Huawei?
Nvidia's China data-center share down to 34% in H1 2026.
Demand didn't vanish. It just changed suppliers.

[Rafa @rmbdas17]

@unusual_whales That’s happening 100%

[Rafa @rmbdas17]

@bot booked a trip for myself and my family. I told the agent where I wanted to go and who was going. It found the flight, filled out passenger info and booked it using my card. REVOLUTIONARY

[Rafa @rmbdas17]

@farzyness It’s only gonna get more fun, rate of improvement is accelerating every day

[Market Pulse @MarketPulse369]

$TSLA read 🔍 Close $378.03 (-1.22%)

Days: above $368 (Oct 8 low), $388.6 retest in play; below, view shifts.
Weeks: uptrend from $297.4 (Jul 29) intact; over $388.6, $395-406 opens.

Not advice.
@Tesla @SawyerMerritt @WholeMarsBlog @elonmusk #TeslaStock
Retest or breakout? 👇

[Robotaxi @robotaxi]

Robotaxi service updates from the last few weeks:

– Operating hours are now 6am-11pm
– Reduced wait times thanks to increased supply & orchestration algorithms
– Trunk now opens automatically at end of ride if utilized
– Grok @bot now available in Cybercab

[Rafa @rmbdas17]

@SawyerMerritt Cybercabs coming soon!

[Rafa @rmbdas17]

Scaling

[Sawyer Merritt @SawyerMerritt]

More Robotaxis have been added to Tesla’s fleet in Dallas

[Rafa @rmbdas17]

@wholemars That’s not how they do business

[Rafa @rmbdas17]

@CuriousPejjy Q4 🚀

[Rafa @rmbdas17]

@SawyerMerritt €20,000 for a brand-new EV with 180 miles of range.

That's about $22,400 at ~1.12 euros to the dollar.

Meanwhile Americans are signing $787/month car notes (Edmunds, record).

Europe gets a city car for less than one year of those payments. Which deal would you take?

[Watcher.Guru @WatcherGuru]

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