Tesla Motors (TSLA) / Elon Musk 03 (Jan 24 - Dec 26)

[behappyalways]

Tesla Delivers 358,023 Vehicles In Q1, Missing Wall Street Expectations For Second Consecutive Quarter
https://www.zerohedge.com/markets/tesla ... onsecutive


Tesla just posted one of its worst sales quarters in years.
https://x.com/Mayhem4Markets/status/2039703412552397069

[winston]

not vested

Cathie Wood Is Buying Tesla—Should You?

by Sam Quirke


Key Points

Cathie Wood’s funds have been recently buying Tesla even as the stock’s downtrend sinks to fresh lows.

However, bullish catalysts like FSD approval and promising analyst updates, are starting to align even as delivery data disappoints.

With earnings due next week, Tesla is shaping into a high-risk, high-reward setup where anything could happen.

Source: Market Beat

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Tesla Slides After Unexpectedly Raising 2026 CapEx Guidance To $25BN
https://www.zerohedge.com/markets/tesla ... demand-evs

[behappyalways]

Tesla Made $573 Million Selling To Musk’s Other Companies Last Year
https://www.zerohedge.com/markets/tesla ... -last-year

[winston]

not vested

Tesla's Endgame

Sam Quirke. Originally Published: 5/29/2026.

Merger speculation between Tesla and SpaceX is building rapidly ahead of the latter’s IPO, which could be the largest in history.

Much of the early groundwork has already been laid, with a joint Terafab chip fabrication facility under development and Tesla's prior xAI investment having already converted into SpaceX shares.

With the stock up more than 30% over the past couple of weeks, the market appears to be leaning into a future that looks very different from Tesla's past.

Source: Market Beat

[behappyalways]

Elon's net worth ended today at $1.109 trillion, up $413 billion over the last two days (per SpaceX IPO pricing).
https://x.com/biancoresearch/status/2065547731368656901

[behappyalways]

Tesla Reports 480,126 Q2 Deliveries, Crushing Estimates
https://www.zerohedge.com/markets/tesla ... -estimates

[winston]

not vested

Tesla-SpaceX merger speculation kept alive

Musk declined to dismiss the possibility and citing growing overlap between the companies.

Tesla already supplies batteries and manufacturing technologies for some SpaceX projects, while the companies are jointly developing Terafab.

Terafab is a semiconductor manufacturing facility designed to produce artificial intelligence (AI) chips.

Proponents argued that combining the companies could simplify Musk’s corporate empire and create a more integrated company spanning AI, robotics, manufacturing, energy and space infrastructure.

“Practical bottleneck” of getting regulatory approvals for both companies.

This is particularly in China, where national security concerns over SpaceX’s US government ties could pose problems.

Source: Reuters

https://www.thestar.com.my/business/bus ... kept-alive

[winston]

not vested

Tesla Just Delivered Record Sales—So Why Did the Stock Sell Off?

Record deliveries couldn’t offset collapsing margins and a surge in spending, sending investors running.

Tesla’s autonomy ambitions may still hold promise, but the market wants proof, not promises.

Despite record revenue and deliveries, Tesla shares fell as much as 15% intraday on July 23 after operating margin collapsed to 1.4% from 4.1%.

Tesla's capital expenditure more than doubled sequentially, pushing free cash flow negative for the first time in over two years amid plans to seek $30 billion in additional debt.

Autonomy progress showed bright spots, with nearly 1.5 million paid FSD customers and growing Robotaxi mileage but analysts remain split on whether spending will pay off.

Source: Market Beat

[winston]

not vested

Tesla’s Delivery Surprise Was Big—Earnings Need to Be Bigger
Written by Sam Quirke. Published: 7/16/2026.

Tesla reported record quarterly deliveries of 480,126 vehicles, beating consensus estimates by 18%, ahead of its July 22 earnings report.

Analysts say gross margin trends, rather than delivery numbers alone, may determine whether the earnings report satisfies investors and shifts sentiment.

Wall Street remains split on Tesla, with a consensus Hold rating, as growth in robotaxis, energy storage and Full Self-Driving adds to the debate.

Source: Market Beat