Ostin Tech

$Tesla(TSLA.US) Tesla surges 4% on Austin’s driverless Robotaxi test!🚀 Musk kept his year-end promise—chase the rally or wait for a dip? Who’s in?

In today’s pre-mkt summary for Subscribers: Equities slipped in front of today’s almost certain 25bp Fed rate cut and new dot plot showing 2 additional rate cuts in 2026; $Warner Bros. Discovery(WBD.US) continues to move higher as investors expect bidding to go above the current $30/share cash offer by $Paramount Skydance Corporation - CL B(PSKY.US); $NVIDIA(NVDA.US) wavered as the Chinese govt considered whether to allow its tech companies to buy Nvidia's H200 chips after President Trump's decision to resume their export to the country; $Aerovironment(AVAV.US) fell after the 43-day U.S. govt shutdown shifted order activity until later in 2026 even as demand remained strong; $Tesla(TSLA.US) rose after Elon Musk said Tesla had "pretty much solved" unsupervised full-self-driving and reiterated that driverless Robotaxis would be available in Austin in three weeks.

$Tesla(TSLA.US) Tesla is back in the spotlight — up nearly 2%, and now planning to double the number of Robotaxis in Austin. Its AI chips and that billion-kilometer autonomous-driving dataset are undeniably hardcore, and Wall Street does seem a bit swayed by the raw tech strength. But with valuations stretched this high, long-term potential doesn’t mean you can just chase it now.

A lot of the aggressive Robotaxi expectations are already priced in, while the real-world rollout and profit model are still big question marks. I’m watching cash flow and new-order numbers instead. Slow and steady is fine — I’d rather wait for the hype to cool before even thinking about a big position. Jumping in to catch a rebound just isn’t my style.

$Tesla(TSLA.US)$Tesla(TSLA.US) Exactly the dip-then-rip . Total no shocker here.

Why the early pullback? Earnings had solid numbers, but Elon’s big-picture plays (Optimus mass production, unsupervised FSD) got pushed back a bit.

Markets throw a fit when “soon” becomes “later”—even if the end goal’s massive.

But let’s cut through the noise to the wins that matter (the real “no brainer” stuff):

Robotaxi + FSD safety? Locked in. Austin’s driverless fleet crushed 250k+ miles, total FSD miles hit 6B. 8-10 more metro areas by year-end—this ain’t vaporware, it’s real progress.

Optimus leaks on X? Legit fire. The V3 prototype (Q1 2026) looks almost human.

Core cars? Still firing on all cylinders. Deliveries hit an all-time high, 3M annual capacity in 24 months.

@Hotspot I want a swag, btw