RT Tesla Owners Silicon Valley (@teslaownersSV)🚛⚡ Just got back from the Tesla Megacharger in Ontario, CA — the first one open to external Semi fleet customers!Walked the whole site, got up close with those massive liquid-cooled cables and heavy-duty stalls, and explored the entire setup. The engineering is seriously impressive.Charging specs here: This site delivers up to 750 kW per stall (full Megachargers can hit 1.2 MW). At peak power, the Tesla Semi can recover up to ~60% of its ~500-mile range — that’ ...

RT Tesla Owners Silicon Valley (@teslaownersSV)🚛⚡ Just got back from the Tesla Megacharger in Ontario, CA — the first one open to external Semi fleet customers!Walked the whole site, got up close with those massive liquid-cooled cables and heavy-duty stalls, and explored the entire setup. The engineering is seriously impressive.Charging specs here: This site delivers up to 750 kW per stall (full Megachargers can hit 1.2 MW). At peak power, the Tesla Semi can recover up to ~60% of its ~500-mile range — that’ ...

Tesla Semi is so clean, cool & fun!Tesla Semi (@tesla_semi):Cities will be much quieter & cleaner with Tesla Semi ...

RT Tesla Semi (@tesla_semi)Cities will be much quieter & cleaner with Tesla Semi ...

Tesla Semi takes on New York City. https://t.co/OezSwBoUWCCurrent (@CurrentTrucking):We're in a New York State of Mind with @Tesla Semi https://t.co/GKB8IzhNNF ...

🚨 First refreshed Tesla Semi arrives at Giga TexasThe refreshed Tesla Semi was spotted today at the north end of the crash testing facility at Giga Texas. $TSLA https://t.co/0xmKJdGxM7Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer):The 1st refresh @tesla_semi has arrived at Giga Texas and it was parked on the N end of the crash testing facility today!I got some great video and images of the new Semi & I think the revisions look really great! Production of the Semi will be at Giga Nevada and should begin https://t.co/6r ...

Core Viewpoint - The article compares Tesla and BYD as potential investment opportunities in the electric vehicle (EV) sector for 2026, highlighting their differing strategies and market challenges. Financial Performance - Tesla reported Q4 2025 revenue of $24.9 billion, a decrease of 3.1% year-over-year, with vehicle deliveries down 16% to 418,227 units [2][8] - BYD delivered 4.54 million vehicles in 2025, marking a 6.94% increase year-over-year, making it the world's largest EV seller by volume [3][10] - BYD's February 2026 domestic sales fell 65% year-over-year to 89,590 units, continuing a six-month decline [3][11] Growth Drivers - Tesla's growth is driven by energy storage and Full Self-Driving (FSD) subscriptions, with energy revenue increasing 25% year-over-year to $3.84 billion [2][8] - BYD is focusing on overseas exports and its new Blade Battery 2.0 technology, which allows for ultra-fast charging [3][14] Strategic Focus - Tesla is investing heavily in AI, robotaxi services, and humanoid robots, while also diversifying into energy storage and software subscriptions [4][13] - BYD is addressing domestic demand issues by promoting its ultra-fast charging technology and expanding internationally [4][10] Market Position and Valuation - Tesla's gross margin expanded by 386 basis points to 20.1%, despite lower vehicle sales, indicating effective cost management [9] - Tesla's shares are trading at a trailing P/E of approximately 357x and a forward P/E near 175x, reflecting high future growth expectations [16] - BYD's shares have gained 11.52% year-to-date in 2026, while Tesla shares are down 14.18% [17] Future Catalysts - For Tesla, the key catalyst in 2026 is the ramp-up of Cybercab production and the expansion of its robotaxi service [18] - BYD's recovery in domestic sales is critical, as it lowered its 2025 sales target by 16% due to weakening demand [18]

RT Tesla Owners Silicon Valley (@teslaownersSV)🚛⚡ FIRST PUBLIC Tesla Megacharger is LIVE in Ontario, California!Just did a quick walk-through of the brand-new station at 4265 E Guasti Road — the very first one open to Semi fleet customers (not just Tesla’s own trucks). 750 kW charging right at a truck stop in the heart of the Inland Empire.Electric long-haul trucking just got real. Who else is hyped for the Semi network rollout?Drop a 🔥 if you’ve seen a Semi here!Quick facts:• Why it’s historic: Tesla’s thi ...

This is the megawatt charger for the Tesla Semi https://t.co/D0VSOUrxbl ...

🚛⚡ FIRST PUBLIC Tesla Megacharger is LIVE in Ontario, California!Just did a quick walk-through of the brand-new station at 4265 E Guasti Road — the very first one open to Semi fleet customers (not just Tesla’s own trucks). 750 kW charging right at a truck stop in the heart of the Inland Empire.Electric long-haul trucking just got real. Who else is hyped for the Semi network rollout?Drop a 🔥 if you’ve seen a Semi here!Quick facts:• Why it’s historic: Tesla’s third Megacharger ever, but the first one explicit ...