別被Tesla Q1財報 的標題黨騙了！ 表面自由現金流 14.4%億美元 FSD用戶 衝到130萬 每月軟體收入 超4500萬 看起來 超亮眼對吧？ 但馬斯克 自己都承認 2.3%億來自 保固調整 2.5%億關稅減免 9億匯率好運 這些一次性因素 直接塞進來 超過14億！ 把這些剔掉 底層根本 沒那麼漂亮 但這是馬斯克 在為更大的 棋局鋪路 別只盯 一季的煙火 要看整盤帝國！. ...

大家好我是大鱼 Tesla Q1财报 乍看亮眼 自由现金流14.4%亿 FSD用户破130万 但把那些一次性 的保固调整 关税减免 和汇率收益 全部剔除的话 底层其实 也没那么漂亮 马斯克这次 没再变魔术 他究竟在为哪盘 更大的棋布局？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 不能忽略的 一次性因素 不少朋友最近 只看到headline 就喊Tesla beat了 却完全没注意到 底层其实 并不是很漂亮 今天我们就不藏不掖 用事实说话 来自Tesla官方 Q1 2026年数据 表面上看确实亮眼 自由现金流还有 约14.4%亿美元 FSD订阅用户 已经冲到130万左右 每月光软体收入 就超过4500万美元 但你有没有 这种感觉？ 明明数据好看 怎么股价反应 却没那么狂热？ 问题就出在那些 one-off 一次性因素方面 官方自己承认 汽车保固调整 warranty write-downs 贡献了大约 2.3%亿美元 能源业务的关税减免 tariff relief 又多塞了超过 2.5%亿美元 外汇正面影响 也有大约9亿美元 把这些一次性 的东西剔掉 底层其实没有那么漂亮 能源储存收入 因 ...

RT Stanley (@GrumpyTesla_)Check out these two characters living it up on 14.3.2 FSD in the @cybertruck in Cali !1@teslaownersSV@DavidMoss ...

Forbes completely misses the point.Elon Musk isn’t “least philanthropic” — he’s building the actual future of humanity.Tesla → sustainable energy for billions.SpaceX → making us multiplanetary so we don’t go extinct.xAI/Grok → maximum truth-seeking AI.Starlink → internet for the unconnected.Neuralink → restoring brains and bodies.That’s real, scalable philanthropy.Traditional charity checks are often just grift. Elon invests in civilization itself.Forbes (@Forbes):Elon Musk is the planet’s richest person by ...

Cybercab at the Golden Gate Bridge. https://t.co/S37C6VX2sHRichard Burton (@Ricburton):Cybercabs gliding past the Golden Gate Bridge 🌁 https://t.co/At9tGnEfbs ...

LAST WEEK'S BIGGEST STOCK MOVERS: TESLA, BROADCOM, AND THE EARNINGS RESHUFFLEThe S&P 500 hit fresh records mid-week before pulling back, with the Dow up 1,300 points on Tuesday alone, its best day since April 2025. The drivers: cooler-than-expected PPI, Trump's Iran ceasefire extension, and the kickoff of Q1 earnings.Three names stood out:(1) TESLA: Beat on EPS ($0.41 vs $0.37) and posted $1.4B in free cash flow, but $TSLA fell 3.4% after lifting 2026 capex guidance to over $25B (up from $20B) for AI and ro ...

RT Tesla Club Austria (@TeslaClubAT)The Self-Driving Dutchmen are coming to Flachau! 🇳🇱⚡️@TeslaownersNL , @KRoelandschap and @aikisteve have been doing what most of us in Europe can only dream about right now... driving with FSD on real European roads 🤯I can't tell you how pumped I am to have these guys with us.This is insight you can't get from a YouTube clip. You have to be in the room.If FSD in Europe is on your mind (and let's be honest it's on ALL our minds right now 😄), Peter, Kees and Steven are goin ...

RT David Moss (@DavidMoss)1 hour + of @teslaownersSV x @davidmossTune in today ...

RT Tesla Owners Silicon Valley (@teslaownersSV)FSD 14.3.2 BANGER DRIVE w/ the Legendary @davidmossGrok picked our entire route — starting at the Apple Store in Los Gatos, then through the hills and all the way up to the summit of Mount Umunhum!What started as a chill drive turned into one of the craziest FSD demos yet. Watching the Cybertruck confidently handle stop-and-go traffic, tight mountain roads, and blind corners was mind-blowing. Zero interventions the whole way.Joined by the legend himself — David ...

Hey, Grok, can you take me down Broadway instead. Route updated for scenery. Head toward Broadway via West 59th Street, then south on Broadway to Financial District.Mike Nelson says that using Tesla's driver assist system, Full Self-Driving supervised makes him feel like he doesn't have to work so hard at driving, and it encourages him to do other things instead of steering, braking or watching the road. All full self-driving without touching it. He spends a lot of his time conversing with Grok xAI's AI cha ...