Tesla Stock Performance & Musk's Statements - Tesla's stock closed up 1.08% at $316.9 on Monday [1] - Musk stated that he does not support a merger between Tesla and xAI, but hasn't ruled out Tesla investing in xAI [1] - Musk visited Tesla Diner in Los Angeles, praising it as one of the coolest places, featuring modern lighting and round seating [1] - Musk mentioned Optimus 2.5 exists and Optimus 3 will have human-level agility, despite challenges and potential delays in production [1] Robotaxi Service Expansion - Tesla expanded its Robotaxi service area in Austin by approximately 114%, from 19.7 square miles (approximately 51 square kilometers) to 42.07 square miles (approximately 109 square kilometers) [1] - The new Robotaxi service area's shape resembles an inverted T, sparking discussions and marketing success [1] - Tesla's rapid expansion of the Robotaxi service area in 17 days demonstrates its pure vision system's agility, contrasting with competitors' slower mapping processes [1] - Tesla's Robotaxi service avoids Interstate I-35 for safety [2] - Tesla Robotaxi APP updated with new features, including adjustable pick-up locations, walking directions, and the ability to change destinations after booking [2] - Robotaxi service price increased from $4.20 to $6.90 [2] The Boring Company's Vegas LOOP - The Boring Company's Vegas LOOP is open daily from 10 AM to 9 PM, serving all stations, and has transported over 3 million passengers since 2021 [2] - Vegas LOOP plans to add a station at Harry Reid International Airport and expand to Allegiant Stadium and downtown by 2026, creating a 68-mile tunnel network [2]

Automotive Market Trends - US new car market under $30,000 saw a decrease of approximately 15% in listings since March due to tariff concerns [1] - US used car market is experiencing scarcity of 3-4 year old vehicles and those under $20,000 due to reduced new car production during 2020-2022 [1] - Hybrid car sales increased by 43% in 2025, driven by demand for fuel-efficient vehicles [1] Chinese Automotive Industry Practices - Chinese automotive industry is using a government-supported gray market to register new cars as used for export, inflating sales figures and clearing domestic inventory [1] - Local governments in at least 20 regions in China are supporting the export of "zero-kilometer" used cars to boost GDP and employment figures [1] - China's automotive export volume reached 5859000 vehicles in 2024, a 193% year-on-year increase, but is projected to grow only 58% to 6200000 vehicles in 2025 [1] Robotaxi and Ride-Sharing Industry - Uber is collaborating with Waymo and other autonomous driving companies to integrate Robotaxi services into its platform [2][3] - Waymo's Waymo One service has provided over 10 million paid rides, with a growth of over 50% in the last six months [3] - Tesla's Robotaxi service has launched in Austin, using Model Y vehicles, with Musk predicting a significant change in Tesla's financial performance by the end of 2025 [3] Challenges and Risks - The practice of selling new cars as used is facing increasing trade barriers, with the US and EU imposing tariffs on Chinese electric vehicles [1] - Some Chinese car companies are facing financial difficulties due to price wars and are resorting to selling cars below cost [1] - Uber faces a dilemma of potentially harming its driver base by adopting autonomous driving technology [3]

Market Trends & Geopolitics - China's restrictions on rare earth exports have had a substantial impact, with exports of rare earth magnets plummeting 74% year-over-year in May 2025, including a 93% drop to the US [1] - The EU is prioritizing rare earth access as a core issue at the upcoming China-EU summit due to supply chain disruptions affecting European automakers [1] - Tesla employees in Germany have received internal emails indicating that FSD (Supervised version) is expected to be launched by the end of 2025 [1] - Tesla is planning to launch a Robotaxi service in Austin, Texas, in late June, initially using approximately 10 Model Y vehicles with remote operation technology [1] - Musk believes it is important to localize supply chains to mitigate geopolitical risks [2] Regulatory Landscape - The United Nations Economic Commission for Europe (UNECE) is expected to approve System-Initiated Maneuvers on highways in September 2025, potentially enabling Tesla's FSD on German highways [1] - A Texas Democratic lawmaker has requested a delay in the release of Robotaxi until September, pending the enactment of a new autonomous driving law, highlighting regulatory pressures [1] Tesla Production & Operations - Tesla's stock closed at $32216, up 003% [1] - Tesla is launching a monthly subscription Extended Service Agreement (ESA) in the US, covering repairs or replacements for up to four years or 100000 miles, with monthly fees varying by model (e,g, $50 for Model 3, $60 for Model Y, $125 for Model S, and $150 for Model X) [2] - Tesla is offering a limited-time promotion in Canada for Model 3 purchases made before June 30, 2025, including one year of free Supercharging [2]

Tesla Stock & Market Analysis - Tesla's stock price is in a battle between bulls and bears around the $400 mark, reflecting market uncertainty [1] - Analyst price targets for Tesla vary widely, from a low of 1905% to a high of $500, with an average around 30976% [1] - Bullish analysts cite the upcoming Robotaxi service as a reason for optimism, with one analyst reaffirming a $400 target price [1] - Guggenheim analysts warn of deteriorating fundamentals, giving a "sell" rating with a $175 price target [1] - Tesla's Model Y became the best-selling electric vehicle in Australia in May 2025, with 3580 units sold [1] Robotaxi Development & Regulatory Landscape - Tesla plans to launch its Robotaxi service in Austin on June 22, which is seen as a pivotal moment for the company [1] - The National Highway Traffic Safety Administration (NHTSA) is working on a regulatory framework to facilitate the commercialization of autonomous vehicles like Tesla's Cybercab [1] - China's MIIT has released draft guidelines clarifying data transfer regulations for the automotive industry, potentially accelerating the rollout of Tesla's FSD in China [1] Robotaxi Operational Range Comparison - Tesla Robotaxi's operational area in Austin covers a broader metropolitan area, including downtown and suburbs [2] - Waymo's operational area is concentrated in downtown Austin and nearby neighborhoods [2] - Tesla's wider coverage indicates a strategy to serve a broader user base and capture market share, while Waymo focuses on establishing reliability in high-demand areas [2]