Can’t believe how fast the Tesla team is making Optimus better https://t.co/Bd65NnYcc3 ...

RT Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer)I know, I know … but this isn’t what you think. But yes, STRONG feelings and opinions ahead alert.It has been a very long time since I’ve posted about a subject that has generated such huge discussion, passionate replies, and actually some pretty interesting insights into how people see transportation, their desires for vehicles, and where they see the future of autonomy.The @Tesla Cybercab and the hot topic of if it will or will not have a steering wheel and pedals app ...

Core Insights - Tesla's robotaxi ambitions are generating excitement despite some disappointments in earnings [1] - The market is increasingly viewing Tesla as a tech company rather than a traditional automaker [2][7] Valuation and Market Position - Tesla's price-to-sales ratio is significantly higher than that of other automakers, trading above 16 times earnings, indicating a premium valuation typically associated with tech firms [3][7] - Despite a projected decline in sales this fiscal year, Tesla continues to maintain a high market cap of $1.518 trillion [5][6] Sales and Market Dynamics - Tesla is experiencing sales declines of up to 40% in certain regions, even as overall EV sales rise [5] - The loss of federal subsidies has impacted the EV industry, which previously contributed billions in profits to Tesla [5] Robotaxi Development - Elon Musk has made ambitious predictions regarding the rollout of Tesla's robotaxi service, aiming for "millions" of robotaxis by the end of 2026 [11] - The company plans to expand its robotaxi service to eight to ten cities by the end of the year [11] Competitive Advantage - Tesla's control over its production processes and significant investments in AI position it favorably in the robotaxi market [12][13] - Analysts believe that Tesla's vertically integrated business model and access to capital could enable it to capitalize on a potential $10 trillion global opportunity in autonomous vehicles [15]

Tesla Optimus will help humanity in more ways than we can imagine.Video created on Grok imagine. https://t.co/2cruNG5mUe ...

In case you missed it. This was a banger with @stevenmarkryanTesla Owners Silicon Valley (@teslaownersSV):JUST IN: TOSV interviews @stevenmarkryanWe discussed all things Tesla, Elon Musk, his pay package, FSD, Optimus, Tesla Energy & More:TimestampsChannel name 2:18Predicting the future 2:50Federal tax credit 5:25Legacy auto 7:46Earning’s calls 13:11Tesla analysts 16:19 https://t.co/oSh0QksDoc ...

Tesla - Tesla will hold a shareholder meeting to vote on Elon Musk's proposed $1 trillion pay package and the company's future direction [2][3] - The meeting will include updates on critical initiatives such as the robotaxi network pilot, Cybercab program, Tesla Semi production ramp, and advancements in next-generation battery technology [3] - The compensation package for Musk is proposed to be paid in shares over twelve tranches based on performance goals, which would increase his voting power to 25% [4] - Analysts express skepticism about the full realization of Musk's pay package but acknowledge Tesla's historical ability to achieve ambitious goals [5] Berkshire Hathaway - Berkshire Hathaway reported a nearly 34% increase in operating profit, driven by strong performance in its insurance underwriting business [6] - The company's cash reserves have grown to almost $390 billion, with no buybacks in the recent quarter [6] - Increased investment activity or share repurchases could serve as a catalyst for Berkshire Hathaway's stock in the near term [7] Palantir - Palantir is set to report earnings, with analysts expecting EPS of $0.17 on revenue of $1.09 billion [9] - There is a divergence in analyst opinions, with some expecting the company to exceed revenue expectations due to its AI platform, while others caution that growth must be maintained at a high level to avoid stock repricing [10][11] Market Overview - 83% of S&P 500 companies have reported positive EPS surprises, and 79% have beaten revenue expectations, indicating a strong earnings season [9] - The White House announced plans to eliminate export controls on rare earth and critical minerals, which may impact global supply chains [7] - Tariffs on Chinese imports related to fentanyl will be reduced, effective November 10, which could influence trade dynamics [8]

Tesla - Tesla will hold a shareholder meeting to vote on Elon Musk's proposed $1 trillion pay package and discuss the company's future direction [2][3] - The meeting will include updates on key initiatives such as the robotaxi network pilot, Cybercab program, Tesla Semi production ramp, and advancements in next-generation battery technology [3] - The compensation package for Musk is proposed to be paid in shares over twelve tranches contingent on achieving specific goals, which would increase his voting power to 25% [4] - Analysts express skepticism about the full realization of Musk's pay package but acknowledge Tesla's historical ability to achieve ambitious goals [5] Berkshire Hathaway - Berkshire Hathaway reported a nearly 34% increase in operating profit, driven by strong performance in its insurance underwriting business, with a cash pile reaching almost $390 billion [6] - The incoming CEO Greg Abel is expected to restore investor confidence over time, with potential catalysts for share price increase through increased investment activity or share repurchases [7] Palantir - Palantir is set to report earnings, with analysts expecting EPS of $0.17 on revenue of $1.09 billion [9] - There is a divergence in analyst opinions, with some expecting the company to exceed revenue expectations due to its AI platform, while others caution that a growth trajectory of 30%-40% could lead to a significant stock repricing [10][11] Market Overview - 83% of S&P 500 companies have reported positive EPS surprises, and 79% have beaten revenue expectations, although 28 companies have issued negative EPS guidance [9] - Upcoming earnings reports include major companies such as AMD, Shopify, Uber, and McDonald's, with several companies going ex-dividend [11]

Core Viewpoint - Rivian's stock is currently valued at approximately $13 per share, but if it were valued similarly to Tesla, it could be trading at $70.49, indicating a significant potential upside for investors [1]. Valuation Comparison - Rivian stock is trading at a notable discount compared to Tesla and Lucid Group, highlighting a consistent undervaluation in the market [2]. - The forward price-to-sales ratios suggest that Rivian's stock could exceed $70 if it matched Tesla's valuation metrics, yet it remains below $15 [3]. Competitive Advantages - Tesla's market cap of $1.4 trillion provides a substantial capital advantage, allowing it to raise significant funds with minimal shareholder dilution, which is crucial in the capital-intensive EV industry [4]. - Tesla's emerging reputation as a leader in artificial intelligence, particularly in the robotaxi market, further enhances its competitive edge [5]. Rivian's Growth Potential - Rivian is expected to introduce three new models (R2, R3, and R3X) early next year, all priced under $50,000, which aligns with consumer preferences and could position Rivian as a strong competitor in the affordable EV segment [8]. - The upcoming year is anticipated to boost Rivian's growth and focus on AI initiatives, potentially enhancing its market position [9].

The US auto safety regulator investigating whether Tesla door handles are defective received more complaints from consumers within days of initiating its probe https://t.co/dNEXWSgaHD ...

Tesla Optimus as Dracula. The Robot will be the largest product ever to launch by replacing super mundane jobs. @BLKMDL3 https://t.co/j7cN7mdJhp ...