SuperTesla

Tesla signing a 16GW data center power framework with Sunrun is the energy story nobody is pricing in yet. everyone's fixated on the robotaxi lawsuit while the megapack pipeline quietly stacks. holding into the July 22 print 🔋

ppl panicking over the nhtsa probe but the real story is tesla powering data centers thru the sunrun deal. energy biz is the quiet compounder everyone sleeps on while they argue about robotaxi timelines. holding my position around $375, adding on weakness lah

holding TSLA from way lower so the 3% monthly dip doesnt bother me much. robotaxi expansion is the real story here and nobody seems to be pricing in the megapod AI data centre angle yet. around $404 i'm still adding on weakness, my plan was always to hold through the noise.

tesla weak lately with the sweden FSD noise and waymo competition chatter, but ive learned not to write off this stock on a soft stretch. the robotaxi story is a multi year thing, short term wobble doesnt change the thesis for me. still holding

closed 411 up over 1% riding the risk-on tape. orders 1637 were the highest on our whole board, the demand is clearly there 💪

closed 406 up almost 2% riding the SpaceX halo. when Musk makes history with one company the whole empire gets a sentiment bid 💪

most traded name on the board again, order flow never quiets down on this one 🚗

TSLA order flow still the heaviest on the whole board. retail just can't stop trading this thing 🚗

TSLA basically flat on a red Nasdaq day while chips bled out. robotaxi narrative is carrying this thing 🚗⚡

Robotaxi is no longer a slide in a keynote. As of this weekend Tesla is running unsupervised rides in Austin with no safety driver in the seat, and the stock added 5% to about $409 on Monday. 🚗

 

People forget how much of Tesla's valuation has always been a bet on this exact moment. The car business pays the bills, but the re-rating case was always autonomy at scale. Austin going live, even in a limited zone, moves robotaxi from "someday" to "running today." That is a different conversation with the market.

 

I am holding, not trimming. The thing I am watching now is the rollout pace: how fast does the zone expand, how clean is the safety record, how quickly do other cities follow. If that curve bends up through year end, the current price will look cheap in hindsight. 🇺🇸

robotaxi actually live in Austin with NO safety driver. say what you want about the valuation, that's a real milestone 🫡

Tesla withdrew the termination notice for Syrah Resources' graphite supply agreement. The deal is back on. 🇦🇺

Syrah operates a graphite processing facility in Louisiana fed by Mozambique mine output. For Tesla, this is the non-China anode material supply chain they've been building for years. Battery-grade graphite is still 80%-plus China-dominated globally.

Small volumes today. Strategically very important for 2028 and beyond.

Tesla pulled back the Syrah termination notice. Smart move. Locking in Australian graphite supply is exactly the kind of non-China battery material diversification that makes the long-term EV supply chain more resilient 🌍💪

California DMV lawsuit still brewing, $Tesla(TSLA.US) sues them for "wrongful and baseless" false advertising claims . $243M fatal crash verdict upheld, FSD data issues mounting . Stock at $399.83, down 2.9% on $27.6B volume . Market screams at every regulatory headline, but every scream has been a buying opportunity.

$Tesla(TSLA.US) expanding into solar? How about lowering car prices first?

$Tesla(TSLA.US) expanding into solar? How about lowering car prices first?

I’ve learned to size COIN smaller than I think I should. The upside is real, but drawdowns arrive faster than expected.

ASML is firing on all cylinders: record Q4 orders and booming AI chip demand, share buybacks, and a huge backlog — even with job cuts, the long-term lithography monopoly story stays intact. This is one of the rare semis still commanding premium valuations

$Sandisk(SNDK.US) I took a sip of the soup. We still need to slowly reduce costs through T+0 trading.

$Tesla(TSLA.US)Elon just merged xAI into SpaceX at a $250B valuation. This is either a trillion‑dollar chess move or the greatest hype cycle ever.

Here’s the real play:

1. IPO Narrative Fuel: This creates the “space-based AI” story needed to justify a ~$1.5T IPO valuation. The $250B tag buys a monopoly-on-future-compute narrative, not current profits.

2. The Closed-Loop Bet: SpaceX rockets launch xAI’s solar-powered orbital data centers. xAI becomes SpaceX’s anchor tenant, locking in demand. Tesla’s $2B stake and Dojo tech tie it all together.

3. Holds Up the Musk-Verse: With Tesla’s core story challenged, this grand vision acts as a capital magnet to support valuations across all his companies, including TSLA.

$Alphabet(GOOGL.US) Is Alphabet already pricing in most of its AI upside, or does cloud profitability still surprise to the upside?

Even if Robotaxi is years from profit, proving the tech works is a massive milestone

Even if Robotaxi is years from profit, proving the tech works is a massive milestone