dklove

TESLAM, since 2020~

[Dan Musk @danmusk]

테슬라 독일 FSD 승인 임박
독일 승인은 이전 유럽 국가들과는 차원이 다름

독일 의회 국무차관인 크리스티안 히르테가 방금 다음과 같이 확인함.
"맞다, 이번 달에 뭔가가 나올 예정임"

이는 자율주행 승인 절차를 간소화하고, 자율주행 모델 지역을 도입하는 방안, 그리고 FSD와 직접 관련된 질문에 대한 답변으로 나온 발언임.

[Xber J @bogusjack]

개인적으로 설렘과 같은 이벤트가 덜 한 이유는 수확의 시기이기 때문인 듯 하네요.

지난 몇 년간 $100B에 달하는 투자(주행 데이터 투자, AI 인프라 투자)가 이제 결실로 돌아오느냐 마느냐의 기로에 있는...

원래 이 때가 더더욱 동트기 전에 어두 컴컴한 시기죠.

그런데, 밖에서 보는 것과 달리 보통 내부에서는 이 때가 가장 가슴이 뛰는 시기죠.

자신들이 키운 새끼가 어느새 성숙해서 세상에 나오는 시기니까요.

테슬라는 올해 무조건 결실을 맺기 시작할 겁니다.

원래 이 때 CEO의 Pay Package를 만듭니다.

앞으로가 눈에 보이기 때문에. 수치화할 수 있어서.

[Tsla Chan @Tslachan]

$TSLA 🇰🇷
BREAKING: Tesla Korea recorded high sales once again, selling 11,119 vehicles in June!

And 5,155 Model Y L were registered.

That's a nice graph!

[Tsla Chan @Tslachan]

$TSLA
Tesla delivered 480,126 vehicles to customers in the second quarter of 2026, the highest number in the company's history in the second quarter.

And it's also the third highest number of any company quarter ever!

Tesla's Demand Is Rebounding! Thank You Tesla Team for Your Work.

[Tesla @Tesla]

Q2 2026

Production: 451,758

Deliveries: 480,126

Energy storage deployments: 13.5 GWh

Our Q2 Company Update will be streamed live on X on July 22 at 4:30pm CT

→ https://t.co/hD2NM6J2L6

[닥터음양 @WonhaengL]

$tsla
승천의 문 바로 앞에 서 있습니다.
투자할 가치가 있는 마지막까지 목숨줄 잡고 매달려 있던게 엊그제인데 며칠만에 여기까지 왔네요.
이래서 주식이란게 재밌습니다.
아무래도, 제 느낌엔 승천할 것 같습니다.
지금, 그 많던 테슬람들은 거의 다 사라진 것 같거든요. 가벼워졌습니다. 😃

[Tsla Chan @Tslachan]

$TSLA
Tesla has also launched FSD V14 Lite in Canada after the U.S.

Updates will be gradually expanded and distributed.

[Sawyer Merritt @SawyerMerritt]

Looks like @Tesla is getting closer to launching its Robotaxi service in the Miami area.

This week, Coral Gables, Florida Fire personnel participated in a specialized training session with Tesla, focusing on the safety systems & emergency response for Tesla's Robotaxi platform.

Coral Gables Fire: "The class covered vehicle safety features, battery systems, emergency access points, and best practices for managing incidents involving autonomous vehicles. As this technology continues to evolve, staying informed helps ensure our firefighters are prepared to respond safely and effectively. Training like this keeps our personnel ready for the next generation of transportation."

[Roland Pircher @piloly]

Portugal reported 1,883 Tesla sales and 8.2% market share in June. BEV penetration is 29.2% and Tesla has 28.0% of this segment. 🇵🇹

• Market share is 419 basis points or 106% above the 3-month trailing average of 4.0%
• Highest market share since 31 months
• Tesla 3rd best-selling brand
• Best month ever with +7% vs. second best month
• +43% vs. June last year and +58% compared to March the third month of the previous quarter
• Best quarter ever
• Year-to-date +53% over same period last year
• Year-to-date is 82% or 9.9/12 of last year's total

[Ming @tslaming]

GOOD NEWS 🤖 Elon Musk just confirmed that the Optimus production line is real and actually exists at the Fremont factory now 🔥

[海轩梦 @HXM_196_44]

Tesla 月销量 - 6月

- 🇫🇷法国：7474辆 | 同比 +105%🟢

$TSLA

[Roland Pircher @piloly]

In Europe*, 8.6k Tesla sales were reported for the week of June 22 to 28. 🇪🇺

This is +47.4% WoW and +17.5% compared to the same week last year. This has been best week of the year so far. The quarter after 13 weeks is +19.3% QoQ and +21.3% YoY. YTD sales are +18.1% year-over-year. This is the second-best quarter out of the last five so far. It's already the best quarter of the year.

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

[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)

[Elon Musk @elonmusk]

Walking the Optimus production line in Fremont

[Joonsung Kim @KimJoonSung]

인간이 운전에 개입하지 않을 때 가장 승차감이 좋았습니다

[TheSonOfWalkley @TheSonOfWalkley]

TIME TO BURN THE SHORTS, @ELONMUSK 👀

[EliteOptionsTrader @EliteOptions2]

$TSLA $500 Break Incoming and It Will Trigger One of the Most Violent Mega Cap Breakouts of the Year

Tesla has been consolidating since 2022 and hasn’t seen a break of ATHs with momentum since. When $TSLA breaks above 500 this time around it will move to 700 within a couple of weeks.

As of today, $TSLA reclaimed $400 and held. This is very different from what we normally see as Tesla tends to reverse often. If $TSLA can hold 414 this week a push to 423, 450 can come fast.

Tesla’s Optimus
$MU CEO just called humanoid robots a multi-decade demand cycle, noting one humanoid carries ~10x the memory of an autonomous vehicle, the supply chain confirming the demand. $TSLA is the only public company with a humanoid already in production, and paused Model S/X to convert Fremont into an Optimus line targeting a million units a year. The market’s projected near $200B by 2035 (trillions longer-term) and nobody’s pricing Optimus into TSLA yet. When they do, the re-rate is violent.

The Trade Idea
$TSLA above 423
Swing Trade: TSLA 7/17 450C
Day Trade: TSLA 7/7 435C

When a stock consolidates for as long as Tesla has the move that comes after tend to be extremely aggressive. Just look at consolidation break in 2020 for reference.

[Sawyer Merritt @SawyerMerritt]

Tesla has officially announced that Model 3 and Model Y sales will start soon in Uruguay 🇺🇾

[Sawyer Merritt @SawyerMerritt]

Yep, we're getting closer. Cybercab has just been added to the Connected Autonomous Vehicles First Responder Interaction Plans page by the Texas Department of Public Safety.

[Teslian @TeslianGen2]

간만에 옵티머스 소식

프리몬트 공장 캐파: 연간 50,000 ->70,000대 상향
올해 생산목표: 25,000여대
올해 9월 생산목표: 1,000대/주