$TSLA (Tesla, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 14.1%)

Graded daily on value D-, growth D, profitability C-, momentum B-, revisions B+. Sector-relative, identical for every user.

Recent discussion events

[bullish] Tesla reported Q3 revenue of $28.1B, EPS $0.48, gross margin 20%, and FCF $1.5B, beating estimates. (10 posts)
[bullish] Tesla confirmed production-quality Optimus robots are coming off Fremont lines, with scaling production as next step. (7 posts)
[bullish] Elon Musk suggested EV winter is ending, targeting 5 million vehicles per year by 2030. (2 posts)
[bullish] Elon Musk said vehicle demand exceeds production by a large margin, with FSD as key driver. (2 posts)
[bullish] Elon Musk said Tesla plans to reach 20,000 Optimus units per week within a year, with AI5 chip by April 2027. (2 posts)

Most active credible voices on $TSLA

@alshfaw (Astro Zan) — 580 mentions · 21.3K followers
@chitrader (CHItrader) — 289 mentions · 7.9K followers
@garyblack00 (Gary Black) — 238 mentions · 584.7K followers

Recent headlines featuring $TSLA

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$TSLATesla, Inc. · Auto - Manufacturers · $1.50T

$393.81

+3.7%

Event thread

Key events, in time order

30 items

2026-11-07 → 11-10CompanyBear🔥Developing
Tesla Cybertruck Becomes Latest Casualty in EV Pickup Market
After production halt and inventory clearance, media further confirms weak market reception
D1 +5.5% · since +3.9%
4 waves of this story
- 2026-11-07 Multiple outlets confirm Cybertruck sales slump, Tesla plans to wind down production and pivot to Cybercab and AI
- 2026-11-07 Reuters and 247wallst confirm shutdown, but new expansion detail shows transition strategy
- 2026-11-09 Extra shift clears orders as line makes way for Cybercab
- 2026-11-10 After production halt and inventory clearance, media further confirms weak market reception
2026-11-10CompanyBear
Tesla China October Retail Sales Hit Lowest Since 2022
Weak China demand may pressure year-end delivery targets
D1 +0.5% · since +3.4%

28 earlier events

2026-11-08ProductBull
Tesla FSD Attach Rate Hits 75%, Subscription Revenue Potential Eyed
Paid FSD customers up 67% YoY; subscriptions could be key 2027 revenue
D1 +5.5% · since +3.9%
2026-11-04 → 11-07CompanyBear
Democrats' Midterm Sweep Weighs on Tesla and SpaceX Shares
Scottish Mortgage exits Tesla, cuts SpaceX; Musk's net worth drops ~$80B in a day
D1 -3.3% · +5d +2.0%
3 waves of this story
- 2026-11-04 Democratic sweep raises regulatory and merger concerns, pressuring Tesla stock
- 2026-11-06 Regulatory concerns after election wipe ~$450B off combined market value
- 2026-11-07 Scottish Mortgage exits Tesla, cuts SpaceX; Musk's net worth drops ~$80B in a day
2026-11-05CapitalBear
Tesla-SpaceX Merger Talk Raises Dilution Concerns
Gary Black warns 24% premium could go negative as merger outlook questioned
D1 -10.8% · since +14.3%
2026-11-02CompanyBull
Tesla October Registrations Surge Across Europe
YoY gains of 94%-248% in Sweden, Norway, Italy, Portugal signal continued European recovery
D1 +1.0% · +5d -6.4%
2026-10-15 → 11-02Capital
Trump Vows to Protect Musk; Tesla-SpaceX Merger Talk Continues
President's public backing plus ongoing merger speculation heightens capital-markets expectations
D1 -1.3% · +5d +3.3%
14 waves of this story
- 2026-10-15 Barclays reports potential merger as Musk's AI, robotics, chip ambitions converge
- 2026-10-15 Barclays analyst predicts merger, but prediction markets skeptical; also discussions of Musk-TSMC Texas expansion fuel speculation.
- 2026-10-19 SEC filing reveals board ties and change-of-control provisions; Kalshi prices 67% merger chance before Feb
- 2026-10-21 Musk confirmed on Q3 earnings call that both companies formed special committees to explore a merger, calling it a good idea
- 2026-10-22 Bloomberg reports Musk aims to close deal before Trump term ends; analysts see long-term upside for SpaceX shares
- 2026-10-23 Special committees formed, Musk recuses due to conflicts, merger needs his approval
- 2026-10-24 Institutions trimmed TSLA stakes in Q3; merger review and AI shift in focus
- 2026-10-25 Prediction market implies 70% merger odds without official confirmation; multiple institutions raise Tesla stakes
- 2026-10-26 Barclays upgrades to Overweight with $450 PT citing merger upside; prediction market implies 70% probability.
- 2026-10-27 SpaceX's $40B GPU financing deal with Apollo, plus analyst optimism on merger premium, strengthens Tesla merger narrative
- 2026-10-28 Multiple sources cover merger speculation, but no deal signed and Tesla's own profits keep shrinking
- 2026-10-29 Musk publicly backs merger but admits ~1.98B yes votes needed, a high hurdle
- 2026-10-31 Multiple outlets debate merger viability, focusing on chip manufacturing and cash flow synergy
- 2026-11-02 President's public backing plus ongoing merger speculation heightens capital-markets expectations
2026-11-01CompanyBull
Tesla Cybercab Expands to Dallas, Nevada Clears 5,000 Robotaxis
Targets $0.30/mile operating cost; 1M units could generate $20B annually
D1 +1.0% · +5d -6.4%
2026-10-31Product
Tesla Optimus Preorder Rumors Circulate, Turo Verifies FSD Tags
Optimus preorder reports and FSD rental integration signal product expansion
D1 +1.0% · +5d -6.4%
2026-10-31ProductBull
Tesla Reportedly to Open Optimus Robot Reservations in Early December
Reported plan to open consumer reservations for Optimus humanoid robot, potentially unlocking new revenue stream
D1 +1.0% · +5d -6.4%
2026-10-30CompanyBear
Tesla Falls 3% as Rivian Gains 3% on Raised Outlook
EV sector weak; Tesla down 3% while Rivian rises 3% on strong Q3 and R2-driven raised outlook
D1 -0.9% · +5d -10.4%
2026-10-29RegulationBull
Seoul Court Dismisses Tesla Owners' FSD Refund Lawsuit
Court rejects refund claims, removing legal hurdle for Tesla's autonomous driving
D1 -0.2% · +5d -14.8%
2026-10-28Earnings
Tesla Q3 Capex $4.73B, FCF Turns Positive
Capex more than doubled, focused on AI, robotaxis, Optimus; operating income fell 56%
D1 -0.8% · +5d -4.7%
2026-10-27AnalystBull
Tesla Hits July High, Sell Ratings at 11-Year Low
Tesla closes at highest since July, only 5 of 60 analysts bearish, Barclays upgrades to Overweight
D1 +4.0% · +5d -2.2%
2026-10-26Analyst
Barclays upgrades to Overweight
D1 +5.2% · +5d +3.1%
2026-10-15 → 10-24Product
Tesla Unveils Roadster Cockpit Interface Video, Showcasing Pilot Concept
Official 4K video shows track mode thruster pressure gauge; production and pricing still undisclosed
D1 -1.3% · +5d +3.3%
6 waves of this story
- 2026-10-15 Multiple sources confirm Roadster reveal at SpaceX site; flight capability unconfirmed, marking Tesla's return to high-end EV sports cars.
- 2026-10-16 Demo sparks buzz, but fine print suggests higher operating requirements
- 2026-10-17 New Roadster can perform stunts autonomously, fueling SpaceX tech integration and merger speculation
- 2026-10-18 Musk calls Optimus most important; suppliers TSMC, Micron in focus
- 2026-10-24 First official 4K video shows interior details; production and pricing still undisclosed
- 2026-10-24 Official 4K video shows track mode thruster pressure gauge; production and pricing still undisclosed
2026-10-22ProductBull
Tesla Cybercab Expansion Plans Draw Competitive Attention
Expansion beyond Austin next month, intensifying competition with Waymo
D1 -3.1% · +5d +7.7%
2026-10-22Analyst
2 analyst rating changes (2 up / 0 down)
D1 -3.1% · +5d +7.7%
2026-10-228-K filing
8-K: Item 2.02, Item 9.01
D1 -3.1% · +5d +7.7%
2026-10-22Earnings
Tesla Q3: Revenue Flat at $28B, Net Income -43%, GM Beat
Auto revenue -3% YoY, energy miss; FSD paid users hit 1.7M, stock spiked to $395 after hours
D1 -3.1% · +5d +7.7%
2026-10-21Earnings
Earnings report
能源业务部署 13.7 GWh，毛利率从 20.4% 提升至 33.1%。
D1 +3.4% · +5d +4.6%
2026-10-19 → 10-20Earnings
Tesla Q3 Earnings Imminent, Focus on Robotaxi and AI Spending
Options bullish ahead of earnings despite expected decline; focus on robotaxi and capex
D1 +3.8% · +5d +6.4%
3 waves of this story
- 2026-10-19 Q3 deliveries fell 2.1% YoY amid weak Cybertruck demand; earnings in focus
- 2026-10-19 Multiple outlets expect big stock move post-earnings; SpaceX merger speculation intensifies
- 2026-10-20 Options bullish ahead of earnings despite expected decline; focus on robotaxi and capex
2026-10-20AnalystBull
ARK Reiterates Tesla $4,400 Price Target for 2031
ARK's 2031 model sees robotaxis driving 80% of enterprise value, target far above consensus
D1 +1.5% · +5d +9.0%
2026-10-11 → 10-14Company
Tesla's Chip Ambitions Expand, Musk Says 10 Designs Per Year
New coverage on Tesla's in-house chip plans, echoing earlier Terafab design news
D1 -1.2% · +5d -2.6%
2 waves of this story
- 2026-10-11 Faster chip iteration may benefit ASML/AMAT, strengthening Tesla's vertical integration
- 2026-10-14 New coverage on Tesla's in-house chip plans, echoing earlier Terafab design news
2026-10-12 → 10-13RegulationBear
NHTSA Probes Tesla Robotaxi School-Zone Speeding; Musk Admits Cat-Running Issue Unresolved
Regulatory probe and Musk's admission highlight Robotaxi safety concerns
D1 -1.2% · +5d -2.6%
2 waves of this story
- 2026-10-12 Regulator reviews at least four incidents of speeding near schools, involving Cybercab and Model Y
- 2026-10-13 Regulatory probe and Musk's admission highlight Robotaxi safety concerns
2026-10-11 → 10-12Product
Tesla Cybercab Fleet Tops 300, Paris Debut in Europe
Fleet expansion and European debut coincide with regulatory scrutiny and profit concerns
D1 -1.2% · +5d -2.6%
2 waves of this story
- 2026-10-11 First official disclosure of operating fleet size, clarifying robotaxi expansion path
- 2026-10-12 Fleet expansion and European debut coincide with regulatory scrutiny and profit concerns
2026-10-10Earnings
Tesla Q3 Deliveries Beat Estimates but Stock Fails to Break Out
Deliveries beat by 25k, but concerns over shrinking EV share and rising competition cap rally
D1 -1.2% · +5d -2.6%
2026-10-09Regulation
Tesla renames FSD to 'Assisted Driving' in Europe
Renamed on European sites under regulator pressure, seeking EU approval
D1 +2.1% · +5d -7.3%
2026-10-09CompanyBull
Tesla gets 50-truck IMC order, Nevada factory targets 50k annual capacity
Growing Semi demand, new factory targets 50,000 annual capacity
D1 +2.1% · +5d -7.3%
2026-10-08Earnings
Tesla Q3 Deliveries 486,532, Margin Math in Focus
Deliveries up slightly QoQ, but per-vehicle profit fell; earnings reaction hinges on margins
D1 -0.7% · +5d -3.3%

Related — this ticker is not the subject

2026-10-27RelatedCompany
Musk Says Robot RAM Demand Will Top Everything on Earth, Putting Micron and SK Hynix in Focus
The Tesla CEO dismissed a 20x-by-2030 forecast as "silly," arguing robots' memory needs will dwarf all other uses and giving memory stocks a fresh narrative.
D1 +4.0% · +5d -2.2%

①

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

30 items

2026-11-07 → 11-10CompanyBear🔥Developing
Tesla Cybertruck Becomes Latest Casualty in EV Pickup Market
After production halt and inventory clearance, media further confirms weak market reception
D1 +5.5% · since +3.9%
4 waves of this story
- 2026-11-07 Multiple outlets confirm Cybertruck sales slump, Tesla plans to wind down production and pivot to Cybercab and AI
- 2026-11-07 Reuters and 247wallst confirm shutdown, but new expansion detail shows transition strategy
- 2026-11-09 Extra shift clears orders as line makes way for Cybercab
- 2026-11-10 After production halt and inventory clearance, media further confirms weak market reception
2026-11-10CompanyBear
Tesla China October Retail Sales Hit Lowest Since 2022
Weak China demand may pressure year-end delivery targets
D1 +0.5% · since +3.4%
2026-11-08ProductBull
Tesla FSD Attach Rate Hits 75%, Subscription Revenue Potential Eyed
Paid FSD customers up 67% YoY; subscriptions could be key 2027 revenue
D1 +5.5% · since +3.9%
2026-11-04 → 11-07CompanyBear
Democrats' Midterm Sweep Weighs on Tesla and SpaceX Shares
Scottish Mortgage exits Tesla, cuts SpaceX; Musk's net worth drops ~$80B in a day
D1 -3.3% · +5d +2.0%
3 waves of this story
- 2026-11-04 Democratic sweep raises regulatory and merger concerns, pressuring Tesla stock
- 2026-11-06 Regulatory concerns after election wipe ~$450B off combined market value
- 2026-11-07 Scottish Mortgage exits Tesla, cuts SpaceX; Musk's net worth drops ~$80B in a day
2026-11-05CapitalBear
Tesla-SpaceX Merger Talk Raises Dilution Concerns
Gary Black warns 24% premium could go negative as merger outlook questioned
D1 -10.8% · since +14.3%

25 earlier events

2026-11-02CompanyBull
Tesla October Registrations Surge Across Europe
YoY gains of 94%-248% in Sweden, Norway, Italy, Portugal signal continued European recovery
D1 +1.0% · +5d -6.4%
2026-10-15 → 11-02Capital
Trump Vows to Protect Musk; Tesla-SpaceX Merger Talk Continues
President's public backing plus ongoing merger speculation heightens capital-markets expectations
D1 -1.3% · +5d +3.3%
14 waves of this story
- 2026-10-15 Barclays reports potential merger as Musk's AI, robotics, chip ambitions converge
- 2026-10-15 Barclays analyst predicts merger, but prediction markets skeptical; also discussions of Musk-TSMC Texas expansion fuel speculation.
- 2026-10-19 SEC filing reveals board ties and change-of-control provisions; Kalshi prices 67% merger chance before Feb
- 2026-10-21 Musk confirmed on Q3 earnings call that both companies formed special committees to explore a merger, calling it a good idea
- 2026-10-22 Bloomberg reports Musk aims to close deal before Trump term ends; analysts see long-term upside for SpaceX shares
- 2026-10-23 Special committees formed, Musk recuses due to conflicts, merger needs his approval
- 2026-10-24 Institutions trimmed TSLA stakes in Q3; merger review and AI shift in focus
- 2026-10-25 Prediction market implies 70% merger odds without official confirmation; multiple institutions raise Tesla stakes
- 2026-10-26 Barclays upgrades to Overweight with $450 PT citing merger upside; prediction market implies 70% probability.
- 2026-10-27 SpaceX's $40B GPU financing deal with Apollo, plus analyst optimism on merger premium, strengthens Tesla merger narrative
- 2026-10-28 Multiple sources cover merger speculation, but no deal signed and Tesla's own profits keep shrinking
- 2026-10-29 Musk publicly backs merger but admits ~1.98B yes votes needed, a high hurdle
- 2026-10-31 Multiple outlets debate merger viability, focusing on chip manufacturing and cash flow synergy
- 2026-11-02 President's public backing plus ongoing merger speculation heightens capital-markets expectations
2026-11-01CompanyBull
Tesla Cybercab Expands to Dallas, Nevada Clears 5,000 Robotaxis
Targets $0.30/mile operating cost; 1M units could generate $20B annually
D1 +1.0% · +5d -6.4%
2026-10-31Product
Tesla Optimus Preorder Rumors Circulate, Turo Verifies FSD Tags
Optimus preorder reports and FSD rental integration signal product expansion
D1 +1.0% · +5d -6.4%
2026-10-31ProductBull
Tesla Reportedly to Open Optimus Robot Reservations in Early December
Reported plan to open consumer reservations for Optimus humanoid robot, potentially unlocking new revenue stream
D1 +1.0% · +5d -6.4%
2026-10-30CompanyBear
Tesla Falls 3% as Rivian Gains 3% on Raised Outlook
EV sector weak; Tesla down 3% while Rivian rises 3% on strong Q3 and R2-driven raised outlook
D1 -0.9% · +5d -10.4%
2026-10-29RegulationBull
Seoul Court Dismisses Tesla Owners' FSD Refund Lawsuit
Court rejects refund claims, removing legal hurdle for Tesla's autonomous driving
D1 -0.2% · +5d -14.8%
2026-10-28Earnings
Tesla Q3 Capex $4.73B, FCF Turns Positive
Capex more than doubled, focused on AI, robotaxis, Optimus; operating income fell 56%
D1 -0.8% · +5d -4.7%
2026-10-27AnalystBull
Tesla Hits July High, Sell Ratings at 11-Year Low
Tesla closes at highest since July, only 5 of 60 analysts bearish, Barclays upgrades to Overweight
D1 +4.0% · +5d -2.2%
2026-10-26Analyst
Barclays upgrades to Overweight
D1 +5.2% · +5d +3.1%
2026-10-15 → 10-24Product
Tesla Unveils Roadster Cockpit Interface Video, Showcasing Pilot Concept
Official 4K video shows track mode thruster pressure gauge; production and pricing still undisclosed
D1 -1.3% · +5d +3.3%
6 waves of this story
- 2026-10-15 Multiple sources confirm Roadster reveal at SpaceX site; flight capability unconfirmed, marking Tesla's return to high-end EV sports cars.
- 2026-10-16 Demo sparks buzz, but fine print suggests higher operating requirements
- 2026-10-17 New Roadster can perform stunts autonomously, fueling SpaceX tech integration and merger speculation
- 2026-10-18 Musk calls Optimus most important; suppliers TSMC, Micron in focus
- 2026-10-24 First official 4K video shows interior details; production and pricing still undisclosed
- 2026-10-24 Official 4K video shows track mode thruster pressure gauge; production and pricing still undisclosed
2026-10-22ProductBull
Tesla Cybercab Expansion Plans Draw Competitive Attention
Expansion beyond Austin next month, intensifying competition with Waymo
D1 -3.1% · +5d +7.7%
2026-10-22Analyst
2 analyst rating changes (2 up / 0 down)
D1 -3.1% · +5d +7.7%
2026-10-228-K filing
8-K: Item 2.02, Item 9.01
D1 -3.1% · +5d +7.7%
2026-10-22Earnings
Tesla Q3: Revenue Flat at $28B, Net Income -43%, GM Beat
Auto revenue -3% YoY, energy miss; FSD paid users hit 1.7M, stock spiked to $395 after hours
D1 -3.1% · +5d +7.7%
2026-10-21Earnings
Earnings report
能源业务部署 13.7 GWh，毛利率从 20.4% 提升至 33.1%。
D1 +3.4% · +5d +4.6%
2026-10-19 → 10-20Earnings
Tesla Q3 Earnings Imminent, Focus on Robotaxi and AI Spending
Options bullish ahead of earnings despite expected decline; focus on robotaxi and capex
D1 +3.8% · +5d +6.4%
3 waves of this story
- 2026-10-19 Q3 deliveries fell 2.1% YoY amid weak Cybertruck demand; earnings in focus
- 2026-10-19 Multiple outlets expect big stock move post-earnings; SpaceX merger speculation intensifies
- 2026-10-20 Options bullish ahead of earnings despite expected decline; focus on robotaxi and capex
2026-10-20AnalystBull
ARK Reiterates Tesla $4,400 Price Target for 2031
ARK's 2031 model sees robotaxis driving 80% of enterprise value, target far above consensus
D1 +1.5% · +5d +9.0%
2026-10-11 → 10-14Company
Tesla's Chip Ambitions Expand, Musk Says 10 Designs Per Year
New coverage on Tesla's in-house chip plans, echoing earlier Terafab design news
D1 -1.2% · +5d -2.6%
2 waves of this story
- 2026-10-11 Faster chip iteration may benefit ASML/AMAT, strengthening Tesla's vertical integration
- 2026-10-14 New coverage on Tesla's in-house chip plans, echoing earlier Terafab design news
2026-10-12 → 10-13RegulationBear
NHTSA Probes Tesla Robotaxi School-Zone Speeding; Musk Admits Cat-Running Issue Unresolved
Regulatory probe and Musk's admission highlight Robotaxi safety concerns
D1 -1.2% · +5d -2.6%
2 waves of this story
- 2026-10-12 Regulator reviews at least four incidents of speeding near schools, involving Cybercab and Model Y
- 2026-10-13 Regulatory probe and Musk's admission highlight Robotaxi safety concerns
2026-10-11 → 10-12Product
Tesla Cybercab Fleet Tops 300, Paris Debut in Europe
Fleet expansion and European debut coincide with regulatory scrutiny and profit concerns
D1 -1.2% · +5d -2.6%
2 waves of this story
- 2026-10-11 First official disclosure of operating fleet size, clarifying robotaxi expansion path
- 2026-10-12 Fleet expansion and European debut coincide with regulatory scrutiny and profit concerns
2026-10-10Earnings
Tesla Q3 Deliveries Beat Estimates but Stock Fails to Break Out
Deliveries beat by 25k, but concerns over shrinking EV share and rising competition cap rally
D1 -1.2% · +5d -2.6%
2026-10-09Regulation
Tesla renames FSD to 'Assisted Driving' in Europe
Renamed on European sites under regulator pressure, seeking EU approval
D1 +2.1% · +5d -7.3%
2026-10-09CompanyBull
Tesla gets 50-truck IMC order, Nevada factory targets 50k annual capacity
Growing Semi demand, new factory targets 50,000 annual capacity
D1 +2.1% · +5d -7.3%
2026-10-08Earnings
Tesla Q3 Deliveries 486,532, Margin Math in Focus
Deliveries up slightly QoQ, but per-vehicle profit fell; earnings reaction hinges on margins
D1 -0.7% · +5d -3.3%

Related — this ticker is not the subject

2026-10-27RelatedCompany
Musk Says Robot RAM Demand Will Top Everything on Earth, Putting Micron and SK Hynix in Focus
The Tesla CEO dismissed a 20x-by-2030 forecast as "silly," arguing robots' memory needs will dwarf all other uses and giving memory stocks a fresh narrative.
D1 +4.0% · +5d -2.2%

$TSLA — what investors on X are saying · SpikePanel

$TSLA (Tesla, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 14.1%)

Recent discussion events

Most active credible voices on $TSLA

Recent headlines featuring $TSLA

Tesla Cybertruck Becomes Latest Casualty in EV Pickup Market

Tesla China October Retail Sales Hit Lowest Since 2022

Tesla FSD Attach Rate Hits 75%, Subscription Revenue Potential Eyed

Democrats' Midterm Sweep Weighs on Tesla and SpaceX Shares

Tesla-SpaceX Merger Talk Raises Dilution Concerns

Tesla October Registrations Surge Across Europe

Trump Vows to Protect Musk; Tesla-SpaceX Merger Talk Continues

Tesla Cybercab Expands to Dallas, Nevada Clears 5,000 Robotaxis

Tesla Optimus Preorder Rumors Circulate, Turo Verifies FSD Tags

Tesla Reportedly to Open Optimus Robot Reservations in Early December

Tesla Falls 3% as Rivian Gains 3% on Raised Outlook

Seoul Court Dismisses Tesla Owners' FSD Refund Lawsuit

Tesla Q3 Capex $4.73B, FCF Turns Positive

Tesla Hits July High, Sell Ratings at 11-Year Low

Barclays upgrades to Overweight

Tesla Unveils Roadster Cockpit Interface Video, Showcasing Pilot Concept

Tesla Cybercab Expansion Plans Draw Competitive Attention

2 analyst rating changes (2 up / 0 down)

8-K: Item 2.02, Item 9.01

Tesla Q3: Revenue Flat at $28B, Net Income -43%, GM Beat

Earnings report

Tesla Q3 Earnings Imminent, Focus on Robotaxi and AI Spending

ARK Reiterates Tesla $4,400 Price Target for 2031

Tesla's Chip Ambitions Expand, Musk Says 10 Designs Per Year

NHTSA Probes Tesla Robotaxi School-Zone Speeding; Musk Admits Cat-Running Issue Unresolved

Tesla Cybercab Fleet Tops 300, Paris Debut in Europe

Tesla Q3 Deliveries Beat Estimates but Stock Fails to Break Out

Tesla renames FSD to 'Assisted Driving' in Europe

Tesla gets 50-truck IMC order, Nevada factory targets 50k annual capacity

Tesla Q3 Deliveries 486,532, Margin Math in Focus

Musk Says Robot RAM Demand Will Top Everything on Earth, Putting Micron and SK Hynix in Focus

Bull vs bear

Discussion

Tesla Cybertruck Becomes Latest Casualty in EV Pickup Market

Tesla China October Retail Sales Hit Lowest Since 2022

Tesla FSD Attach Rate Hits 75%, Subscription Revenue Potential Eyed

Democrats' Midterm Sweep Weighs on Tesla and SpaceX Shares

Tesla-SpaceX Merger Talk Raises Dilution Concerns

Tesla October Registrations Surge Across Europe

Trump Vows to Protect Musk; Tesla-SpaceX Merger Talk Continues

Tesla Cybercab Expands to Dallas, Nevada Clears 5,000 Robotaxis

Tesla Optimus Preorder Rumors Circulate, Turo Verifies FSD Tags

Tesla Reportedly to Open Optimus Robot Reservations in Early December

Tesla Falls 3% as Rivian Gains 3% on Raised Outlook

Seoul Court Dismisses Tesla Owners' FSD Refund Lawsuit

Tesla Q3 Capex $4.73B, FCF Turns Positive

Tesla Hits July High, Sell Ratings at 11-Year Low

Barclays upgrades to Overweight

Tesla Unveils Roadster Cockpit Interface Video, Showcasing Pilot Concept

Tesla Cybercab Expansion Plans Draw Competitive Attention

2 analyst rating changes (2 up / 0 down)

8-K: Item 2.02, Item 9.01

Tesla Q3: Revenue Flat at $28B, Net Income -43%, GM Beat

Earnings report

Tesla Q3 Earnings Imminent, Focus on Robotaxi and AI Spending

ARK Reiterates Tesla $4,400 Price Target for 2031

Tesla's Chip Ambitions Expand, Musk Says 10 Designs Per Year

NHTSA Probes Tesla Robotaxi School-Zone Speeding; Musk Admits Cat-Running Issue Unresolved

Tesla Cybercab Fleet Tops 300, Paris Debut in Europe

Tesla Q3 Deliveries Beat Estimates but Stock Fails to Break Out

Tesla renames FSD to 'Assisted Driving' in Europe

Tesla gets 50-truck IMC order, Nevada factory targets 50k annual capacity

Tesla Q3 Deliveries 486,532, Margin Math in Focus

Musk Says Robot RAM Demand Will Top Everything on Earth, Putting Micron and SK Hynix in Focus

$TSLA (Tesla, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 14.1%)

Recent discussion events

Most active credible voices on $TSLA

Recent headlines featuring $TSLA