GraniteShares 1.25 Long TSLA Daily ETF

TSLA

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TSLA 1Q26 First Take: Headline-strong print, with revenue, GPM, and net income beating consensus by a wide margin. However, multiple one-off factors contributed to the beat.Even after stripping them out, the core auto biz still outperformed the Street’s low bar. ① Revenue: Beat ex-FX, driven by higher ASPsQ1 revenue was $22.4bn (+16% YoY), well ahead of the $20.7–20.9bn consensus.There was an estimated ~$0.9bn positive FX impact; ex-FX, adj. revenue was $21.5bn, still above expectations.The outperformance was mainly driven by an auto ASP rebound QoQ after several quarters of declines.Services &amp; other revenue also grew 42% YoY.② Margin: Headline print flattered by multiple one-offsGPM was 21.1%, well above the 16.9% consensus, led by upside in auto and energy storage.Below the line, autos booked a ~$230mn warranty reserve reversal and storage recognized ~$250mn in tariff subsidies, with an additional ~$200mn FX gain.Ex these items, underlying GPM was 18.7%.That is down 140bps vs. last quarter’s 20.1% peak but still above consensus.Core auto GPM ex-regulatory credits printed at 19.2% vs. 15.3% expected.Ex one-offs, underlying core auto margin was ~17.5%, slightly below last quarter’s 17.9% yet meaningfully above expectations.Dolphin Research believes a QoQ ASP uptick and higher recognition of high-margin FSD were key supports.These offset higher per-unit depreciation from lower volumes and rising upstream raw material costs.③ Cash flow: Growth covered spend; FCF turned positiveDespite elevated AI spend (in-house AI chips, Optimus, FSD) and higher SBC pushing up S&amp;M and R&amp;D QoQ, top-line and margin beats, coupled with no spike in capex, drove Q1 FCF to +$1.4bn.This net inflow was far better than the expected outflow.That said, autos are increasingly a cash-flow support rather than the core narrative.The market’s real focus is whether AI milestones are slipping and whether cash flows are sustainable amid heavy investment. ① Optimus: The V3 debut shifted from the prior 1Q timeline to mid-2026.Elon Musk said small-batch production could start in late Jul or Aug in Fremont, but the ramp will be slow, with meaningful volumes only next year. ② Robotaxi: The company remains cautious on launching unsupervised Robotaxi service.It has expanded to Dallas and Houston and aims to operate in ~10 states by year-end, but Musk noted this year’s related revenue will not be ‘super meaningful’.He expects it to become meaningful and significant next year. ③ FSD: Unsupervised features are expected to begin rolling out to the customer fleet in Q4 2026.Deployment will proceed only where specific geographies are deemed demonstrably safe.Capex and cash flow pressure:The 2026 capex guide was raised from ‘over $20bn’ to ‘over $25bn’, to support six new facilities (incl. lithium refining, Cybercab, Optimus) and AI compute infrastructure.While cash and investments remain ample at &gt;$44bn, at a &gt;$25bn/yr capex run-rate current cash covers less than two years of high-intensity spend.The ambitious AI roadmap must translate into tangible revenue and cash flow soon, or the company could face financing pressure. $Tesla(TSLA.US)

Tesla

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InMed Pharmaceuticals

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New Model 3 Lease Offers Do Little Good for Tesla Stock (NASDAQ:TSLA)

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Tesla's new lease offers for the Model 3 have not positively impacted its stock, which fell nearly 2%. The Model 3 Standard lease starts at $299/month, while the Premium versions range from $349 to $599/month. Despite the pricing changes, analysts maintain a Hold rating on TSLA, with a slight upside potential of 0.38%. Meanwhile, the Tesla Semi is gaining traction in the trucking industry, addressing key challenges like range and cost.

- Tesla has recently increased prices on the Model Y while introducing special lease deals for the Model 3, leading to a nearly 2% decline in TSLA shares.  
- The 2026 Model 3 offers various pricing options, with the Standard starting at $3,994 due at signing and a monthly payment of $299, while the Premium versions are priced higher.  
- Analysts hold a consensus rating of Hold on TSLA, reflecting mixed investor sentiment, with an average price target of $403.86 per share, suggesting minimal upside potential.

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Elon Musk's lawsuit against OpenAI co-founders was dismissed by a jury, revealing weaknesses in his case, including delays in filing. The trial highlighted Musk's own actions, such as using OpenAI researchers for Tesla's autopilot without reimbursement. Musk accused Altman and Brockman of breaching charitable trust, but legal experts noted Musk's own potential misdirection of assets. The case's failure was attributed to the statute of limitations, raising questions about Musk's motives and actions during his tenure at OpenAI.

- A jury rejected Elon Musk’s lawsuit against OpenAI and its co-founders, highlighting the case's weaknesses and Musk's delayed filing.  
- The trial revealed Musk benefited from OpenAI's resources for Tesla's self-driving project while accusing them of breaching charitable trust through his donations.  
- Legal experts noted Musk's claims were undermined by his actions, including attempts to control OpenAI’s for-profit affiliate, raising questions about his credibility in the case.

TechCrunch

Microsoft

Elon Musk said Sam Altman “stole” a non-profit — but the trial showed he had similar aims

Elon Musk predicts that Tesla's fully self-driving robotaxis will expand across the U.S. this year, despite skepticism from Polymarket traders who estimate only a 10% chance of this happening in California by June. Tesla's Q1 earnings letter has also tempered earlier promises of rapid expansion, with many cities now labeled as 'preparations underway.' Meanwhile, Waymo has recalled 3,800 robotaxis due to safety concerns, while Tesla faces its own recall of over 218,000 vehicles for camera issues.

- Elon Musk anticipates the rollout of fully self-driving Tesla cars without human monitors across the U.S. by the end of this year, despite previous missed timelines.  
- Tesla operates monitor-free robotaxis in Texas and received a permit for a ride-hailing service in Arizona, but skepticism lingers regarding their launch in California due to regulatory hurdles.  
- Musk's projections for expansion have been revised, as five of seven planned cities now fall under "preparations underway," while rival Waymo and Tesla face recalls due to safety concerns.

benzinga_article

Alphabet

Alphabet - C

Elon Musk Says Tesla Robotaxis Could Go Widespread This Year, But Prediction Markets Say 'Nah'

SpaceX is set to launch its IPO on June 12, potentially valuing the company between $1.75 trillion and $2 trillion, making it the largest IPO in history. While excitement grows among investors, analysts caution about potential risks, citing historical trends of large IPOs underperforming post-launch. Concerns also arise regarding the volatility associated with Elon Musk's ventures. The upcoming Starship rocket test flight could influence investor sentiment significantly, but failures during development may lead to stock volatility. Tesla shares have already seen a decline amid these developments.

- SpaceX is reportedly preparing for its IPO on June 12, potentially valuing the company between $1.75 trillion and $2 trillion.  
- While many investors are excited about the opportunity due to SpaceX's strong position in the space and technology sectors, analysts caution about the risks associated with high valuations and Elon Musk's influence.  
- The success of the upcoming Starship test flight may significantly impact investor sentiment and the stock's volatility post-IPO.

BlackRock

Morgan Stanley

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Bank of America

Citigroup

BlackRock Tech and Private Equity Term Trust

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Blackrock Enhanced Div Achievers Trust

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BlackRock Multi-Sector Income Trust

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JPMorgan Chase & Co.

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Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

SpaceX IPO May Break Records, But Analysts Warn Of Potential Losses

Alef Aeronautics, a California startup, claims to be launching the world's first electric flying car, the Model A, which is 100% electric and capable of vertical takeoff and landing. After over 1,000 test flights, customer deliveries are set to begin by the end of 2026, with the initial batch being handmade for early buyers to test in controlled environments.

- California-based startup Alef Aeronautics claims to be the first company to produce a real electric flying car, the Model A.  
- With over 1,000 successful flights and plans for customer deliveries later this year, Alef is constructing the first batch of these vehicles at its Silicon Valley facility.  
- The initial deliveries, expected by the end of 2026, will be limited to a few early buyers for testing purposes in controlled environments.

Electrek

This 100% electric flying car that jumped over a Tesla Cybertruck is coming soon

UBER

UBEW

UBRL

U.S. lawmakers propose a $130 annual fee for electric vehicle (EV) owners under the BUILD America 250 Act, increasing by $5 annually until reaching $150. This initiative aims to fund road maintenance and could raise $30 billion over a decade. The proposal faces criticism for being punitive compared to gas taxes. Investors in companies like Tesla and Uber should monitor this potential headwind for EV adoption as it intertwines with infrastructure funding and autonomous vehicle regulations.

GuruFocus

Uber Tech

Roundhill UBER WeeklyPay ETF

GraniteShares 2x Long UBER Daily ETF

House Lawmakers Propose $130 Annual EV Fee Under New Infrastructure Bill

AMZN

Today's whale activity in Consumer Discretionary stocks reveals significant trading opportunities. Notable transactions include bearish call sweeps for TSLA and AMZN, bullish trades for TJX and VFC, and a neutral put sweep for MCD. The data indicates varying sentiments across different stocks, with substantial volumes and open interest suggesting potential market movements.

- The article discusses tracking significant options activity among major stocks to help traders identify potential investment opportunities.  
- It details various option trades in the Consumer Discretionary sector, including insights on sentiment, expiration dates, strike prices, and total trade values.  
- Notable examples include bearish and bullish trades for companies like TSLA, AMZN, and TJX, with significant financial metrics illustrating current market dynamics.

GraniteShares 1.25 Long TSLA Daily ETF(TSL.US)