Xingdong

[DogeDesigner @cb_doge]

BREAKING: Peter Diamandis is extremely bullish on SpaceX, predicting the company will reach a $10 trillion valuation and then climb to $100 trillion.

“There’s never been a company like this.”

[Sawyer Merritt @SawyerMerritt]

WOW, Tesla says that they achieved record FSD attach rates in North America in Q3 2026, with a whopping 75% of all new deliveries including FSD subscriptions, up from 55% in Q2 2026

"We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets."

[Tesla Owners Silicon Valley @teslaownersSV]

Europe's two best-selling cars in September were both Teslas.

Model Y was #1 with 40,971 registrations, up 55% from a year ago. Model 3 was #2 with 25,057, more than double. The VW Golf was a distant third at 18,088.

Tesla set its best month ever in Europe with 66,035 registrations, beating the old record from March 2023. Model Y is now Europe's best-selling car of 2026 so far, passing the Dacia Sandero.

Photo: OWS Photography / Wikimedia Commons, CC BY 4.0

[Alan Chen @alanchen]

$SPCX 重大预期来了。
马斯克预告：3年内星链扩到10万颗，网络容量提升100倍。
当前在轨约1.1万颗，V3卫星吞吐量已规划大幅提升。
如果时间表靠谱，Starlink从“补充网络”变成“主导全球带宽”的概率会明显上升。
市场还没完全定价这部分想象空间。

[Nic Cruz Patane @niccruzpatane]

Tesla just announced via their new @Robotaxi website that the service is coming soon to:

• Las Vegas, Nevada
• Jacksonville, Florida
• Phoenix, Arizona
• San Antonio, Texas

Cybercabs will be scaling.

[DogeDesigner @cb_doge]

BREAKING: Peter Diamandis says SpaceX is now a super intelligence company, and nobody is better than Elon at building energy and infrastructure.

“SpaceX has stopped being just a rocket company. It’s now a super intelligence company. It’s a global communications company. It’s a dominant infrastructure company. There’s nothing like this.

“We’ve also learned that chips are no longer the bottleneck. It’s energy and infrastructure. And nobody is better at building energy systems, infrastructure systems than Elon.”

[Tesla @Tesla]

Q3 2026 Earnings Call https://t.co/OHCTNvqSqK

[As Found @AsFoundX]

🚨 PETER DIAMANDIS GOES ALL IN ON SPACEX WITH 100 PERCENT OF HIS FAMILY CAPITAL

Futurist and XPRIZE founder Peter Diamandis just revealed something massive.

He and his kids have put 100 percent of their investment capital into SpaceX.

They own part of America’s future and part of humanity’s future.

This level of conviction from one of the most forward-thinking minds on the planet shows just how strongly people believe in Elon Musk’s vision for SpaceX.

[Sawyer Merritt @SawyerMerritt]

Tesla's @aelluswamy says FSD Unsupervised could start rolling out to customer cars in select areas the U.S. in Q2 2027. Those customers could then add their cars to the robotaxi network.

[Jeff Lutz 🔋 @thejefflutz]

Tesla earnings
-cars: sold out, highest backlog in 4yrs and beating gross margins, expanding all car factories
-energy: sold out nearly thru 2027
-robotaxi: new cities next month, fleet sales EOY, easiest Tesla to build ever
-Optimus started production
-cash: positive $5B best vs expected

Market: SELL!

[Tesla @Tesla]

Q3 Shareholder Update → https://t.co/u0UcDOuMNa

Highlights
– FSD Supervised attach rate grew to over 75% of new vehicle deliveries in NA

– Unveiled the next-gen Roadster

– Record deliveries in Canada, Australia, Japan & Taiwan

– Tesla Semi now in volume production. Top variant can go up to 500 miles at a full 82,000 lbs while achieving efficiency of 1.7 kWh/mile – about a third of the energy a comparable diesel truck burns for the same load

– Ended the quarter with the largest backlog for our passenger vehicles in 4 years!

FSD Supervised
– 4 new approvals since Q2 (Croatia, Slovenia, Czech Republic, Slovakia)
– FSD is now live in nine EU countries & used by over 100,000 customers logging more than 160 million kilometers since initial approval

Robotaxi
– Deployed Cybercab into our Austin fleet
– Hit nearly 2 million cumulative unsupervised miles, 8x growth in the quarter
– Austin service now runs 6 am to midnight, with wait times continuing to come down as we add cars & improve the orchestration algorithms
– Added Grok to Cybercab with Grok Bot & Connectors, letting you interface with your inbox, calendar, files, chats and tasks, all by voice.

Transport, office & living room in one

Robotics
– Started production of @Tesla_Optimus on our high-volume lines in Fremont.
These are the first production-quality bots we've built, proving that the current manufacturing process for Optimus is suitable for a commercial product

SI Compute
– On track for 400 MW of training compute by year end, feeding both vehicle & humanoid autonomy
– Austin Fab construction continues, equipment commissioning planned for 2027

Battery
– Battery supply is still the limiter on how fast we ramp vehicles globally, so we're expanding on every front: pack capacity in Berlin, cathode and lithium refining in Texas, LFP cells in Nevada
– Shipped the first Megapacks built entirely with our own LFP cells
– Increasing 4680 output to support ramp of Cybercab, Semi & Model Y

Energy
– Megafactory Texas is up & running, with Megapack 3 production started
– Highest-ever order rate & backlog for energy storage

Grid constraints & power availability are making Megapack the answer for SI infrastructure demand: it excels at supplying large data center loads, smooths out demand spikes, helps new projects meet grid connection rules & makes the grid itself more stable

All with less local fossil fuel generation

Supporting Infrastructure
– Added 2,100+ net new Supercharger stalls, up 14% year over year

[Brett Winton @wintonARK]

on spaceX vs Tesla
very crudely:

robotaxi is a bigger opportunity than starlink

but orbital compute is a *much* bigger opportunity than robotaxi

and optimus requires more baking time than orbital compute

and Optimus's success is predicated on access to gobsmacking amounts of superintelligence

On our modeling, compared against the no merger case, even if merged at the current share price ratio Tesla shareholders would be ~1.6x better off in 2031 while SpaceX shareholders would be ~2x better off.

On a longer timeframe (2036) Tesla shareholders would be ~5x better off having merged whereas SpaceX shareholders should be more indifferent ~1.3x better off.

So the fair premium depends heavily on your timeframe. On longer time horizons SpaceX shareholders should be asking for a discount. On shorter time horizons Tesla shareholders should be asking for a premium.

But everyone is better off with a merged entity.

A 30% premium paid on Tesla's share price to day would effectively split the difference on the 2031 time frame; Tesla acquired at a 50% discount would equilibreate return differentials on the 2036 time horizon.

[Gene Munster @munster_gene]

$TSLA. FSD is at an inflection point.

I’m eyeballing the chart in the shareholder deck of cumulative FSD miles driven.

Looks like we’re at 15.5B. If that’s right, new miles driven would be up around 190% YY compared to 190% in June and 125% in March.

auto gross margins ex credit were 18.5% vs Street at

[Sawyer Merritt @SawyerMerritt]

Tesla FSD subscriptions were up 67% YoY in Q3 2026 to 1.74 million, an increase of 260,000 from Q2 2026.

Tesla added more FSD subscribers in Q3 than in any quarter in its history.

[SpaceX @SpaceX]

Q3 2026 Financial and Operational Results https://t.co/Qrb0qeVG15

[Mr. Ping @MrPingChecks]

刚刚的柏林GTC大会上，英伟达CEO黄仁勋的主题演讲刚进行到四分之一，台下几人突然站起来打断他，冲着台上喊话，抗议英伟达硬件出现在乌克兰战场的俄罗斯无人机里。

当时黄仁勋正在台上展示已经全面投产的新一代Vera Rubin计算机，介绍这台机器没有一根线缆、采用百分之百液冷，组装时间从以前的两个小时缩短到了五分钟以内。

据报道，台下的抗议者就在这时站起来高喊：“黄仁勋，在俄罗斯无人机里找到的那些技术，你怎么说？那些是英伟达的芯片。你们打算怎么办？”
他们手里拉开的横幅上写着：“英伟达，把你的脏生意收拾干净。”

乌克兰军方此前在击落的俄罗斯无人机里，确实找到过英伟达的Jetson Orin嵌入式模块。
按照现有的制裁规定，俄罗斯原本根本不该拿到这种硬件。

面对突然闹起来的会场，黄仁勋在台上回应说，这都是重要的问题，我们可以回头再聊，但今天现场坐满了人，全球还有一百场观看活动、一万五千人正看着直播，得先让我把演讲做完。

冲突刚发生时，黄仁勋对着现场保安说：“没事，动作轻点，给她个机会，每个人都有说话的机会。”
紧接着，抗议者手里的横幅就被当场没收，人也被直接请出了会场。

[Sawyer Merritt @SawyerMerritt]

Tesla just introduced a new Robotaxi and safety report website with lots of new info, including a live Robotaxi mile counter. Here’s everything new:

• People Injured by Tesla Robotaxis: 0
• Tesla Robotaxi Airbag Deployments: 0
• Pedestrians or Cyclists Hit: 0

Tesla Robotaxi miles by city:
• Austin, TX: 2,118,015
• Dallas, TX: 608,130
• Houston, TX: 225,964
• Miami, FL: 46,262
• Orlando, FL: 61,053
• Tampa, FL: 53,117

Other new Robotaxi info:
• Miles driven after dark: 862,000
• Miles in rain: 113,000
• Miles in rush hour: 575,000

https://t.co/mSLDlBGqaf

[Peter H. Diamandis, MD @PeterDiamandis]

https://t.co/z0zEZ3UcLT

[Ashok Elluswamy @aelluswamy]

We are launching the Tesla Robotaxi safety report today.

Till date, Robotaxi has driven a total of 3.3 million miles autonomously, and has had zero injuries nor airbag deployments. If the same number of miles were to be manually driven, we should expect roughly 9 injuries to the occupants or other pedestrians and 4 airbag deployments on average.

We will continue to transparently share our progress with the public using this page.
https://t.co/jLg0j9qlse

[Herbert Ong @herbertong]

Six banks raised their SpaceX price targets after the Q3 call:

JPMorgan: $240 to $500
Barclays: $254 to $300
Wells Fargo: $214 to $274
Citi: $200 to $240
UBS: $210 to $230
Mizuho: $200 to $205

Morgan Stanley held at $300. Revenue came in at $14.6 billion against a $12.7 billion estimate, and shares rose about 8% after hours to around $160.

JPMorgan's $500 target is about 3x that price.

$SPCX