Who mentions $TSLA most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $TSLA most — 132 mentions in the past 12 months.

When was $TSLA first mentioned on Surfaced?

The earliest tracked mention of $TSLA in the Surfaced archive was on Jul 13, 2025.

How many voices track $TSLA?

57 FinTwit voices have mentioned $TSLA 2015 times in the past 12 months.

What kind of voices mention $TSLA most?

$TSLA is mentioned most by Long Research voices on Surfaced.

$TSLA — FinTwit mentions on Surfaced

Recent calls

latest 100 of 227

@gnoble79Jul 12, 2026 · 12:35 PM

Musk always delivers the hopium, but NEVER the profits and cash flow necessary to justify the stock price. Hopium is THE product, not profits. @elonmusk $TSLA $SPCX

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@stocksavvyshayJul 12, 2026 · 12:04 PM

A Samsung Foundry insider says $TSLA AI5 chip has reached tape-out and will be built on its 2nm process at the Texas fab. The chip is slated for future Tesla products with volume production expected later. https://t.co/XCIwuZbnr6

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@itscblastJul 10, 2026 · 4:05 PM

$TSLA Calls https://t.co/YOa6Sb4peT

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@aleabitoredditJul 9, 2026 · 7:35 PM

"China is shipping ~90% of the world's humanoid robots. We cannot keep taking them lightly." Elon's comment: "For now" Meanwhile, 1X today posts a video of the most advanced humanoid hand. Looks like the inflection point for American humanoid programs is here? Both technologically with players like 1X and with mass production with $TSLA? I'm am personally long on Agility through $CCXI targeting commercialization with Amazon and others. But I'm proud to see American robotics as a whole go brrrr.

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@aleabitoredditJul 7, 2026 · 5:39 PM

How is the US so far behind? Xinhua: China's output of humanoids are expected to hit 100,000+ this year. Even Morgan Stanley originally projected 14,000 for 2026... Really need Elon's $TSLA, $CCXI (Agility), Apptronik, and Figure to catchup. And for more US Gov. subsidies to pour into upstream supply chains + rare earths. Cause this disparity between US vs. China mass production is getting ridiculous... But it almost feels like the start of Russia/US Space race Sputnik Moment for robotics?

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@stocksavvyshayJul 7, 2026 · 1:44 PM

$TSLA secured a Megapack order worth up to $3B from Esyasoft covering more than 15GWh of battery energy storage across UK, Western Europe and India. The deal is another sign that Tesla Energy is becoming a growth driver as demand for grid-scale storage continues to accelerate. https://t.co/nmyTd6RsG5

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@stocksavvyshayJul 6, 2026 · 4:02 PM

Morgan Stanley reiterated its Equalweight rating and $415 price target on $TSLA after Tesla launched Robotaxi service in Miami. Morgan Stanley expects Tesla’s Robotaxi fleet to reach 1,500 vehicles by the end of 2026 and 30,000 by 2030. https://t.co/WAAawZDAvl

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@ftr_investorsJul 4, 2026 · 7:31 AM

$TSLA Tesla expanded its Robotaxi service to Miami, making Florida the third U.S. state with active Robotaxi operations. The initial launch covers a 10–14 square mile geofenced area around Miami International Airport and key roads 🚘🤖 https://t.co/zw4LEqLUd6

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@stocksavvyshayJul 3, 2026 · 4:18 PM

$TSLA says its Robotaxi service is now live in Miami. https://t.co/hzGT0HNiNZ

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@unusual_whalesJul 2, 2026 · 2:17 PM

Tesla, $TSLA, delivered 480,126 vehicles in the second quarter, far exceeding analyst expectations of 406,024.

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@ftr_investorsJul 2, 2026 · 1:57 PM

$TSLA Tesla delivered 480,126 vehicles in Q2, up 25% YoY and well above the 406,600 expected by Wall Street. A strong rebound in EV sales 🚘 📈 https://t.co/n8MlyhYgVQ

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@stocksavvyshayJul 2, 2026 · 1:16 PM

$TSLA Q2 DELIVERY NUMBERS • Total Deliveries: 480K vs. Est. 406K • Energy storage deployed: 13.5 GWh (2nd best quarter ever) https://t.co/UX3IIayLNL

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@aleabitoredditJul 2, 2026 · 10:34 AM

I just realized Boston Dynamics CEO shared the same sentiment: “Robotics is next. America’s next 250 years will be built by robots”. However, currently China accounts for 54%+ of all global robotics deployments. - calls for Internet scaleable database of physical world (kinda got reminded of Niantic that has a huge dataset from Pokemon Go) - dedicated National robotics strategy to compete against China’s leadership in this space - ISO + regulation for robotics safety This is all high level: But my prioritize thought process is how do we support and scale a Made in USA supply chain for robotics/humanoids? I’ve been hammering home rare earths for the longest time, that the US isn’t doing enough to subsidize or scale this industry. But another thing to take note is subsidies for components, forcing $TSLA and others to use Chinese suppliers over Western ones, even if assembly is done in USA… to keep costs down. Which is why I’ve liked Agility Robotics $CCXI since they source 75% of parts from the US, despite higher BOM to start out with. Regardless it’s pretty clear this Robotics is coming and becoming a national security priority: From the days of backflipping humanoid YT videos.

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@tradexwhispererJul 1, 2026 · 7:06 PM

Fab Capacity is the New Gold. @elonmusk himself is validating it. Elon Musk’s Terafab project has added an Intel veteran to its leadership team... Gary Jiang is Tesla’s first major hire for the initiative. Jiang... lists his new role as Director, Tera Fab, a position he assumed in June 2026 and is based in Austin, Texas Hiring an Intel 18A factory manager as Director of Terafab marks a meaningful step in building Tesla’s semiconductor manufacturing expertise. However... a single leadership hire cannot replace the decades of experience and institutional knowledge required to operate a leading-edge fab, and that the greater challenge will be successfully executing the project and achieving high production yields. $SPCX and its partner $TSLA will invest an initial US$55 billion in the project, with total investment potentially reaching US$119 billion if it is fully built out.

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@wliangJul 1, 2026 · 2:51 PM

Thought about it some more, $VPG really is a solid candidate for $TSLA Optimus. Certain specialty components go back decades in R&D and are dominated by only a handful of global names - Bosch, Honeywell, TE Connectivity, $VPG They’re already supplying multiple humanoid makers, and a new one is already in discussions (unknown for now). If they end up securing a deal with $TSLA, damn… $TSLA is targeting 1M Optimus units/year, so if $VPG lands even a modest contract, their humanoid revenue could easily 50-100x. Speculative for sure, which means it hasn’t been fully priced in yet. But that just gives us even more upside. As usual, just sharing my opinion & research. Not financial advice. Will add to/close my positions as I see fit.

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@stocksavvyshayJun 30, 2026 · 8:20 PM

Michael Burry is now short $NVDA and $TSLA. https://t.co/1JDbi8GSg5

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@wliangJun 30, 2026 · 6:40 PM

Understandable why Serenity has a position in $VPG. Clean sensor exposure as one of the few qualified suppliers for humanoid makers. Landing a supply contract for $TSLA Optimus would be massive... I wonder what the valuation will soar to?

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@investmentguru_Jun 30, 2026 · 12:42 AM

$TSLA one of my favourite play

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@jasonl_capitalJun 29, 2026 · 11:57 AM

3. $TSLA - Tesla Converting the Fremont Model S/X production line to Optimus humanoid robot manufacturing with initial production targeted for late July. Over 1,000 Optimus units deployed internally for learning and data collection. Targeting $20-30K per unit for commercial sales.

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@aleabitoredditJun 28, 2026 · 9:32 AM

Yup, Schaeffler $SHA0 is the ideal example for automotive players. ~ €7.47B MC auto player. - but also working with 45 humanoid players (extremely insane number, they do have €5.14b debt, EV is higher) - covers bearings, gearboxes, sensors/ECUs, actuators, power electronics. -ests. They can be roughly 50% BOM of a humanoid - targeting 10% market share of that. But only projecting a few hundred million revenue by 2030 (extremely sandbagged) if we’re using Elon’s projections for the market. Then’s theres auto players like Nabtesco (6268) for joints. And then Sanhua in China for $TSLA Optimus. Many of them are trade at lower valuations from drag from auto. But humanoids + AI Auto (TSM chairman cited this as a growth vector) should be a good catalyst past 2027 for automotive players. IMO there just needs to be a ChatGPT/Anthropic breakout downstream leader first for humanoids. That brings up the entire ecosystem that has robotics exposure. But as of now it’s probably like 1% of many of their overall revenue figures, and markets are focusing on immediate upside from bottlenecks like memory or MLCC. I’m sure we’ll see some random Toto-HBM type surprise as different humanoid architecture evolve.

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@ckcapitalxxJun 27, 2026 · 8:16 PM

The robotics wave is coming and the amount of money about to pour into this sector is going to be staggering. This is one of those cycles you will look back on and wish you got in early. When it really hits, it is going to be wild. Here is why now. Robotics VC just hit an all time high at over $16 billion in a single quarter. Goldman sees the humanoid market going from under $2 billion today to $38 billion by 2035, and the longer range estimates run into the trillions if these machines scale into the hundreds of millions of units. The inflection point lands around 2027 to 2028, when AI finally gives robots real world capability. We are still in the first inning. The most powerful companies on earth are already racing to build. $TSLA is pouring billions into Optimus. The biggest names in tech, autos, and manufacturing are all funding humanoid programs because they see where this goes. When that much capital and talent floods one sector at the same time, it is a signal. Here is how I think about playing it. You do not have to guess which robot wins. That is a coin flip. The durable money is in the companies that supply every robot regardless of which brand comes out on top. $NVDA owns the foundational layer. Their robotics platforms and compute are becoming the brain and the training ground for the entire industry. Almost every serious humanoid program touches NVIDIA somewhere. Then the smaller picks and shovels names still flying under the radar. The companies making the chips that let a robot think, the sensors that let it see, the components that let it feel, and the memory it all runs on. These are the suppliers that get paid on every single unit no matter who wins the race, and they are still tiny compared to where this is heading. The giants get the headlines and the valuations. The suppliers get paid either way. That is where the asymmetric upside lives this early. This sector is just getting started. The money is beginning to flow, and once it really does, the move is going to be violent. Position before the wave, not after it.

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@aleabitoredditJun 27, 2026 · 8:42 AM

Robotics is next. Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z) Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp. Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing). Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA. So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.

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@datatrekmbJun 25, 2026 · 4:04 PM

@elonmusk is, in our opinion, the reason $SPCX and $TSLA both carry very high valuations relative to fundamental value. Hedging this key-man valuation risk is prudent.

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@stocksavvyshayJun 25, 2026 · 1:01 PM

$TSLA says production at its Berlin Gigafactory is set to ramp to 7,500 vehicles per week starting in October 2026 marking another 20% increase in output. Tesla says the expansion will also come with 1,000 additional hires at the Berlin plant. https://t.co/LFef3l81yS

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@investmentguru_Jun 25, 2026 · 10:52 AM

$TSLA is at an important technical level here. If it fails to reclaim and hold above the $381-$384 zone, the probability of a move back toward the $350 area increases significantly, in my opinion. 🔹 Resistance: $381-$384 🔹 First support: $365-$370 🔹 Major support: Near $350 Not financial advice. Always manage risk and position size appropriately.

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@aleabitoredditJun 25, 2026 · 3:45 AM

Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots. "Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles." "And that demand wave is set to begin before the decade is out." Something as well as was "Over time, we expect the value of on-device AI combined with pent-up unit replacement demand to drive memory demand growth" Which is also another trend (Apple Intelligence is currently dog, but I'm sure we'll see innovations with localized/edge AI). Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next. I wonder if the world is going to have enough memory. Or if we'll see enough breakthroughs to shrink memory usage.

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@ftr_investorsJun 24, 2026 · 2:06 PM

$TSLA $RUN Sunrun, Tesla, and Renew Home will combine home batteries, EVs, and smart devices to provide 16+ GW of flexible power for AI data centers and utilities ⚡ The partnership could create the largest virtual power plant in the U.S. 🔋🤖 https://t.co/iys1Gof1W2

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@itscblastJun 24, 2026 · 1:46 PM

Added $TSLA 390c at 0.69

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@stocksavvyshayJun 24, 2026 · 12:09 PM

$TSLA and $RUN announced a 16 GW distributed energy partnership built around home batteries, smart thermostats and connected devices. The companies say the capacity requires no new hardware, water or land from offtakers with 300 MW+ already available in Virginia. https://t.co/ppIcqNRuV7

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@aleabitoredditJun 24, 2026 · 5:36 AM

Don’t quite think “siphoned off” is the correct term. It’s capex for massive revenue increase or margin increase down the line. $AMZN is probably my favorite hyperscaler right now and example to give. Amazon’s headcount is absurd, like ~1.57M. If the capex goes into automating their workforce with LLMs. Then transitioning into physical AI: - things from self driving (deliveries) - robotics (Amazon warehouses, shipping automation). + revenue increase from building out AWS compute with Trainium and possibly selling chips too with the Neocloud strat. It’s probably the clearest path forward compared to every hyperscaler out there. $TSLA optimus use case targets is extremely broad as a pitch, but Amazon already has a specific reason to scale robotics for internal opex optimization. As for $GOOGL, probably 2nd right now, AI capex was necessary for defending its Google Search moat Gemini from ChatGPT They also have Google Cloud revenue with efficient TPUs + can sell TPUs like Nvidia GPUs. Gemini user volumes keep going up (despite the lack of contention in frontier benchmarks); and AI strategy to be working for ad optimization too. But there’s less clear paths with physical AI stuff ig? Microsoft and Meta are still trying to convince the market why capex is necessary, (we’re kinda seeing that in effect with Meta’s 30%+ Y/Y revenue growth), but doesn’t look like they’re convinced. As for market narratives, Microsoft Maia seems to be behind, their AI development was stunted from OpenAi investments, so sentiment is kinda in the ground. But think that will change down the road like the 180 with Google. I’m sure all the hyperscalers are seeing the leader effect right now: If you have the leading LLM, people will keep using it. That LLM gets smarter from all the training data; and that gap might be structural. Which is why everyone is kinda rushing the buildout right now, but for some the immediate incentives seem obvious.

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@moninvestorJun 23, 2026 · 2:37 PM

@itschrisray It's inevitable. $TSLA will adopt lidar.

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@stocksavvyshayJun 23, 2026 · 11:33 AM

$TSLA and NatPower announced a new $5B battery storage initiative across Italy and the United Kingdom. The first five projects will be built across both markets, with the total program targeting more than 100 GWh of storage capacity. https://t.co/Dys7VXiwNH

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@investmentguru_Jun 19, 2026 · 1:46 AM

$TSLA - Physical AI leadership The Narrative Has Officially Shifted Wall Street is finally catching up to what the thesis has been for months. Oppenheimer out today flagging that Tesla’s story is no longer about EVs — it’s about Physical AI leadership. Key points from the note: → Capex estimates raised to $29.4B (2026) and $30.4B (2027) — driven by data center & semiconductor spending → 2026 estimate sits 25% above market consensus → upward trading bias into Q2 → Investors told to watch capital deployment as the leading indicator of Physical AI execution → $2.5B bump to SpaceX position also baked in Why this matters on the ground: Tesla already has 1,000+ Optimus Gen 3 units operating at Fremont — the largest humanoid robot deployment at a single manufacturing facility in history. These aren’t demo cells. Live production tasks. The Fremont Model S/X line has been physically converted to Optimus manufacturing, targeting 1M units/year capacity. Tesla is also expanding into semiconductor fabrication to ensure chip supply for the Robotaxi and Optimus ramps — while “Digital Optimus” builds an intelligence layer on top of the physical AI stack. - The FSD learning loop, the Cortex compute cluster, the custom silicon, the robotaxi fleet — it’s all one flywheel now. Capex isn’t a cost. It’s the moat being built in real time. This is the Physical AI capital cycle playing out exactly as expected. Not financial advice.

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@datatrekmbJun 17, 2026 · 4:00 PM

1/2 @SpaceX is what equity salespeople call a “dream the dream” stock, long on promise and short on financial track record. Using $TSLA as a comp, it is fairly valued...

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@jasonl_capitalJun 17, 2026 · 1:08 PM

3. $TSLA - Tesla Energy storage deployments hit records across 2025 with the segment generating over $1B in gross profit. Megapack 3 and the new Megablock - a 20 MWh system that combines 4 Megapacks with a transformer - are both launching from the Houston Megafactory this year. https://t.co/eoviZ4yySt

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@investmentguru_Jun 17, 2026 · 10:52 AM

$TSLA is setting up for an interesting swing trade here. If the $400 level continues to hold as support, risk/reward looks favorable for adding. The key technical level to watch is the 200-day moving average around $416-$417. A decisive reclaim and hold above that area could open the door for a stronger upside move and attract additional momentum buyers. As always, manage risk and let price confirm the breakout. Not a financial advice

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@dillon_valdezJun 17, 2026 · 2:11 AM

$TSLA and $SPCX are going to merge and Grok is going to leading in AI soon. Once Grok does, it won’t be a back and fourth. SpaceXAI will run away with it. It is inevitable. Maximally truth seeking was always the right approach, although just delayed.

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@apomplianoJun 15, 2026 · 1:39 AM

As a Tesla shareholder, I hope @elonmusk merges Tesla with SpaceX as soon as possible. Give us one company to bet on this generation’s greatest entrepreneur. $TSLA $SPCX

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@tig88411109Jun 13, 2026 · 2:55 PM

现在看Tesla不被边缘化唯一出路就是和SpaceX合并了。 $TSLA 是今年表现最差的科技大厂股票。不是不好，而是需要验证，不知道我说的这个核心问题解决怎么样了。行百里路半九十，最后这步看起来进但特别难投资 $SPCX SpaceX也是如此刚上市很多故事空间巨大无法证伪，炒起来很容易

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@gnoble79Jun 12, 2026 · 10:52 AM

YES (assuming there is a liftoff). I will be content to watch from the sidelines. The real money will be made from shorting this POS once the index funds have bought in. The IPO reference price implies a valuation of $1.75T. Fair value for SpaceX is perhaps $300B. $SPCX $TSLA @elonmusk

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@gnoble79Jun 11, 2026 · 10:28 PM

@mar_kura I eventually will in a few weeks/months. Meanwhile, my $TSLA short is doing great. I am short from 475.

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@itscblastJun 11, 2026 · 5:33 PM

SOLD $TSLA AT 3.50 🎯 https://t.co/LXn0oH2kam

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@stocksavvyshayJun 9, 2026 · 2:25 PM

$TSLA FSD Supervised has been approved for Denmark. https://t.co/kVnHo7YIjf

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@tradexwhispererJun 8, 2026 · 11:58 PM

@FearNothinng AI can invoke more buyers. Just like how Tesla customers buy $TSLA stocks and hold. Claude or OpenAI users can buy AI stocks and hold until the PE doesn't make sense because they believe in the transformation that this AI technology can bring it.

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@aleabitoredditJun 8, 2026 · 5:11 AM

I do think LeaderDrive (688017) is China's standout component leader in the robotics sector. I've done a lot of research on other robotics picks / $TSLA Optimus suppliers, but LeaderDrive is extremely unique. Compared to others doing lower margin assembly, or lower value components, with higher design out risk. Western institutions like Goldman Sachs Research flags LeaderDrive many times: -> As a company with high technology barriers (eg. harmonic reduction gear). -> and likely capturing high component value costs like planetary roller screws of each humanoid produced. In simpler terms with LeaderDrive, you cover: 1. Many different components, with high barrier to entry 2. High BOM of each humanoid made, if you combine them together 3. Mass production capability at low cost. For each humanoid made. Please do your research on this topic before making your own decision; but long-term if you believe in humanoid sector growth: I think LeaderDrive (688017) is very compelling. Risk is mainly coming from other emerging Chinese companies taking over market share of different individual components. As well as mass-production margins decreasing over time; as seen with $VPG going from $750 (for early stage pre-production) -> $150 for sensors. But in general, I don't believe companies outside China like Harmonic Drive (6324) can achieve the same costs for mass production, which is why $TSLA Optimus is creating extensive supply chains from China. So we'll likely see supply chains be bifurcated with cheap mass production $15k-20K humanoids from Chinese supply chains. And higher cost humanoids from Western supply chains. Again if you look at current P/E ratios and say it's high; a lot of it is misunderstanding comes from not looking at forward growth: Nothing has been mass produced yet. AGIbot has recently achieved 10k units produced back in March. But in the next 3-5 years, the TAM of the humanoid/robotics sector forecasted by Elon Musk and others very large, if he's expecting millions of humanoids to be produced a year. So my expectation is the current $10.65B MC would look very tiny in hindsight of LeaderDrive's market capture of the overall robotics market. So I don't believe thesis like this should be measured in short term timeframes (or that people should actively trade names like these). Moreso a long term investment idea about how this company could capture a material part of the overall humanoid market that exponentially grows over the next few years.

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@stocksavvyshayJun 6, 2026 · 11:01 PM

$ASML is bringing Elon Musk into a closed-door employee conference to discuss the $55B $TSLA and $SPCX Terafab project. Terafab would target leading-edge 2nm chips for AI, robotics and space compute. https://t.co/uC102jCzAA

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@itsmichaelluuJun 6, 2026 · 12:57 PM

Only 1 company all 3 CEO $NVDA, CEO $TSLA and President Trump said to buy:

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@alphaticaioJun 5, 2026 · 1:39 PM

JUST IN: TSLA upgraded to neutral from underweight at JPMorgan, PT increased to $475 from $145, follows recent assumption of coverage; the firm sees the company's high degree of vertical integration as a core advantage, driving flywheel effects across multiple product lines and creating a pathway to margin improvement. Expects EPS to inflect in 2028+, with investments driving near-term pressure. Sees near-term performance tied to robotaxi and Optimus announcements, with potential for better entry points. $TSLA

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@itscblastJun 5, 2026 · 1:32 PM

SOLD $TSLA AT 3.72 🎯 https://t.co/lLoM9SpdXZ

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@itscblastJun 4, 2026 · 5:32 PM

I LIKE $TSLA OFF $420.69 ⛽️ https://t.co/98U81JfA4Z

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@nezih_gokayJun 4, 2026 · 5:00 AM

BİR HİSSE HİKAYESİ: Bölüm 3 — TESLA $TSLA Herkesin araba şirketi sandığı aslında dünyayı dijital bir işletim sistemine çevirmek üzere olan o çılgın güce geldik. TESLA. Elon Musk’ın sadece elektrikli araç sattığını düşünenle, finans tarihinin en büyük short felaketini yaşayanlarla aynı kaderi paylaşıyor. Başlıyoruz. 👇 X algoritmasının yeni Phoenix yapısını biliyorsunuz. El yapımı kuralları yıktı tamamen büyük veriye ve yapay zekaya geçti. Tesla da tam olarak bunu otomotivde yaptı. Tesla bir otomobil üreticisi değil tekerlekler üzerinde yürüyen, veri toplayan devasa birer yapay zeka bilgisayarı üretiyor. Türk yatırımcısı ileride değerlenecek arsayı kokusundan anlar. Tesla’nın elindeki en büyük arsa ne biliyor musunuz? FSD (Full Self-Driving) yani tam otonom sürüş verisi. Dünyadaki hiçbir geleneksel otomotiv devi (Ford, VW, Toyota) Tesla'nın yollardan topladığı milyarlarca millik gerçek sürüş verisine sahip değil. Veri yeni petroldür ve kuyu sadece Tesla'da. Olayı borsacı diliyle netleştirelim. Yarın bir gün direksiyonsuz pedalsız Robotaxi filoları sokaklara indiğinde Tesla araba satarak değil mil başına komisyon alarak para kazanacak. Uber’in yazılım gücüyle araç üreticisinin donanım gücünün tek bir şirkette birleştiğini düşünün. İşte bu yüzden Tesla’nın çarpanları araba şirketleriyle değil teknoloji devleriyle yarışıyor. Ama hikaye burada bitmiyor. Tesla’nın gizli silahı Optimus. Fabrikalarda, evlerde çalışacak insansı robotlar. Elon Musk ne dedi? Optimus, Tesla'nın diğer tüm varlıklarının toplamından daha değerli olacak. Bugün asgari ücret maliyetlerinin, işçi bulma krizlerinin yaşandığı dünyada, milyonlarca robot işçiyi kiralayan bir Tesla’nın piyasa değerini hayal edebiliyor musunuz? Peki Elon Musk çok manipülatif buralardan girilir mi? diyen temkinli yatırımcı haklı. Tesla’nın en büyük riski de, en büyük şansı da Elon Musk. Adamın tek bir tweet'i veya X (Twitter) başında geçirdiği süre hisseyi sarsabiliyor. Ayrıca Çinli rakiplerin (BYD vb.) agresif fiyat savaşları ve marjlardaki daralma kısa vadede hisseyi tam bir lunaparka çeviriyor. Tesla geleneksel dünyanın kurallarını hiçe sayan enerji depolamadan robotiğe yapay zekadan otonom araçlara kadar masanın bizzat sahibidir. Kısa vadeli dalgalanmalar kalbi zayıf olanı eler ama uzun vadede geleceğe oynayanların vazgeçilmezidir. Bir Hisse Hikayesi Tesla bölümünün sonuna geldik. Sizce Elon Musk vaat ettiği Robotaxi ve Optimus devrimini tamamlayıp Tesla'yı dünyanın en değerli şirketi yapacak mı yoksa rakipler çemberi daraltıyor mu? Portföyünüzde Tesla’ya yer var mı? Yorumlarda stratejileri görelim. 👇

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@itscblastJun 3, 2026 · 2:57 PM

SOLD $TSLA at 8.85 for 310% 🎯 https://t.co/Xv1YDklG0t

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@stocksavvyshayJun 3, 2026 · 1:24 PM

$LMND expanded its autonomous car insurance product to $TSLA owners in Indiana offering up to 50% off miles driven using FSD Supervised. The product uses Tesla driving data to price autonomous miles differently from manually driven miles. https://t.co/9uMh2EcJX3

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@jasonl_capitalJun 3, 2026 · 1:21 PM

4. $TSLA - Tesla Revenue $22.4B, gross margins back to 21%. But the long-term case isn't cars. Robotaxi paid miles nearly doubling sequentially across Texas. Optimus factory prep starting with first-gen line designed for 1M robots/year. FSD regulatory approval expanding globally. The optionality stack is unmatched.

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@itscblastJun 2, 2026 · 2:21 PM

REVERSAL SNIPED $TSLA 🎯 https://t.co/2uhshSWMMf

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@yasutaketinJun 1, 2026 · 10:01 PM

SpaceXのIPO（ $SPCX ）に目を向けている $TSLA の友人たちへのメッセージ。・筆者は長年 $TSLA を取引しており、コミュニティやイーロン・マスク氏が上場させる際の興奮を知っているが、時価総額1.75兆ドルのSpaceXを追いかける前にS-1（目論見書）を注意深く読むべきである。・SpaceXは一般投資家の資金を必要としておらず、6ヶ月前の民間のテンダーオファーでは8,000億ドルで資金調達しており、明日にも電話一本で民間に500億ドルを調達できるため、今回のIPOは資本調達ではなくインサイダーに流動性を提供することが目的である。・SpaceXの株の95%はインサイダーが保有しており、公開取引されるのはわずか5%だが、インサイダーは現在売却できない1.66兆ドルの含み資産を保有しており、IPOによってそれが変更される。・標準的な180日間のロックアップ期間が満了する前にインサイダーが売却できるよう構造化されており、早期売却条項が組み込まれているため、最初の決算報告後にインサイダーは最大20%の株式を売却できる。・IPO株式の30%を個人投資家向けに確保しているが、ウォール街が個人投資家を「商品」として扱わない限り、特等席を譲ることはない。・売上高の100倍の評価、49億ドルの純損失、Starlinkが補助金を提供する一方でxAIが年間64億ドルを消費している現状は、売上高の20倍で収益化への道筋が明確だった2020年のテスラとは異なるリスクプロファイルである。・SpaceXのS-1では、衛星からスマホへの直接通信事業（Starlink Mobile）の獲得可能な最大市場規模（TAM）を7,400億ドルとし、接続セグメントはEBITDAマージン63%で114億ドルを売り上げており、数値は本物で印象的である。・しかしS-1の内部において、SpaceXはD2D（直接通信）の競合として時価総額400億ドルの $ASTS （AST SpaceMobile）の名前を挙げている。・時価総額400億ドルのASTSは、未改造のスマホに対して宇宙から98.9Mbpsの実証済み速度（SpaceXは3〜5Mbps）を持ち、SpaceXが対抗できない屋内カバレッジを可能にする地球上で唯一の低帯域D2Dスペクトラムへのアクセス権を持つ。・米国大手の3大キャリアすべてがASTSの技術を中心とした合弁会社を設立しており、Googleが最大の上場株式保有として3億5,800万ドルを投資しているほか、AT&T、Verizon、Vodafoneも株式投資家である。・ASTSは35億ドルの現金、12億ドルの受注残高、3,900の特許、生産中のカスタムASICを保有し、来月にはFalcon 9で3基の衛星を打ち上げる予定であり、30億人の加入者をカバーする60のキャリアパートナーを擁する。・1.75兆ドルのSpaceXはロケット、衛星、AI、火星にわたって完璧な価格設定がされており、一度の失敗で大幅に修正されるが、400億ドルのASTSは技術が実証済みでキャリアがすでに陣営を選択している7,400億ドルの市場において、不確実性が織り込まれた価格設定である。・テスラコミュニティは、世界が気づく前に価格設定が誤っている銘柄を見つける感覚を知っており、株式分割前の30ドルの TSLA は調査を行った人以外には明白ではなかった。・7,400億ドルの市場において、SpaceXのD2Dの33倍の速度を持ち、キャリアの合弁会社があり、機関投資家の開拓が始まったばかりの106ドルの$ASTSは、当時と同じセットアップである。・インサイダーが出口を構築している1.75兆ドルのIPOに資金を投じる前に、彼ら自身が提出書類で指名した400億ドルの競合他社を見るべきである。

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@gnoble79Jun 1, 2026 · 6:27 PM

The biggest malinvestment at scale in history. $TSLA @elonmusk belongs in jail for securities fraud. Where is the feckless @SECGov ?

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@acinvestorblogJun 1, 2026 · 12:05 PM

$TSLA Tesla May registrations jump in several European markets as recovery continues https://t.co/9ps1CSHtcr

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@queenoffibsMay 27, 2026 · 4:02 PM

$TSLA Ihave higher targets but it's still a good idea to trail up stops when you get near resistance :) https://t.co/K3Pe8rTABb

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@yasutaketinMay 27, 2026 · 8:00 AM

（ChatGPT）・ $TSLA とSpaceXの合併が実現すれば、コングロマリット・ディスカウントが発生する可能性はある。・理由は、TeslaとSpaceXの事業テーマが違いすぎるため。・TeslaはEV、自動運転、ロボタクシー、Optimus、エネルギー貯蔵、AI製造業。・SpaceXはロケット、Starlink、衛星通信、防衛契約、宇宙インフラ。・合併すると、投資家から見て「何に投資している会社なのか」が複雑になる。・Teslaを買いたい投資家は、宇宙開発や衛星通信リスクまで背負うことになる。・SpaceXを買いたい投資家は、EV競争、中国リスク、Tesla本業の景気循環リスクまで背負うことになる。・その結果、個別に上場していた方が高く評価される可能性がある。・特にTSLA株主にとって重要なのは、SpaceXをどの評価額・交換比率で取り込むか。・SpaceXが高値評価で合併されると、TSLA側には希薄化リスクや評価圧迫が出やすい。・一方で、必ずマイナスとは限らない。・市場が「Tesla＋SpaceX＋Starlink＋xAI＋Optimus＋エネルギー」を、巨大AI・宇宙・ロボティクス・インフラ企業として評価すれば、逆にプレミアムがつく可能性もある。・つまり鍵は、単なるマスク帝国の寄せ集めに見えるか、実際にシナジーのある統合プラットフォームに見えるか。・ディスカウントになりやすい条件は、シナジーが曖昧、ガバナンス懸念が強い、資本配分が不透明、TSLA株主の希薄化が大きい場合。・プレミアムになり得る条件は、Starlink、自動運転、Optimus、xAI、エネルギー貯蔵が明確に連動し、収益モデルが見える場合。・投資家目線では、「SpaceXが良い会社か」よりも、「TSLA株主にとって有利な条件か」が最重要。・結論として、合併は夢のある材料だが、TSLA株主目線ではコングロマリット・ディスカウント、希薄化、ガバナンス懸念を警戒すべき案件。

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@unusual_whalesMay 26, 2026 · 10:20 PM

BREAKING: Elon Musk has reportedly discussed possibly folding Tesla, $TSLA, and SpaceX together, per CNBC

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@stocksavvyshayMay 26, 2026 · 9:13 PM

ELON MUSK DISCUSSED A POTENTIAL $TSLA + SPACEX MERGER WITH COLLEAGUES https://t.co/I6FqrB7EH7

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@aleabitoredditMay 26, 2026 · 2:28 PM

Well $VPG ended up tripling since my thesis post. I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management. And $TSLA design out risk made me cut concentration. But 3x regardless not too shabby. https://t.co/ksB8ZrnnEg

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@amitisinvestingMay 24, 2026 · 1:14 AM

cannot express how much I love $TSLA FSD. just took a 25 min drive in the rain without any worries or fears about knowing how I was going to get to where I was going. legit the best AI product on planet earth. only thing I wish was available is the ability for me to be on my phone but I know that’s eventually coming. we get to live in a time where CARS are driving themselves and making their own decisions in the POURING rain, it is just crazy 😆

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@stocksavvyshayMay 22, 2026 · 1:48 AM

$META is adding ~$200M of $TSLA Megapack batteries to support a new Wyoming energy project for its AI data centers. The Enbridge-backed project includes 365MW of solar and 200MW/1,600MWh of battery storage expanding Meta and Enbridge’s clean energy partnership to 1.6GW. https://t.co/GbYnOnLCIL

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@gnoble79May 21, 2026 · 5:26 PM

Elon Musk companies destroy capital. He is a TRULY AWFUL business operator. Profits and cash flow are ultimately what matters in determining the value of a business in the real world. Instead Elon Musk produces hopium and lies. For him, the stock price is the product. Fairly tales and narratives can influence the price of a stock in the short run, but in the long run that is no substitute for higher sales and earnings. $TSLA $SPCX

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@acinvestorblogMay 21, 2026 · 4:39 PM

$TSLA $480 Calls for Jun12 https://t.co/r4VIROxaGi

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@stocksavvyshayMay 21, 2026 · 2:40 PM

$NVDA is positioned across every layer of the AI buildout from silicon & networking to optics, power, neoclouds & the model companies running on top. If you think this is peak earnings then just wait until Physical AI scales & Nvidia becomes the infrastructure layer for robotics systems like $TSLA Optimus before they ever take a real step in the real world.

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@ftr_investorsMay 21, 2026 · 10:50 AM

$TSLA Tesla has officially launched FSD in China after years of regulatory delays 🇨🇳🚗 Chinese EV rivals already rolled out their own advanced self-driving systems, increasing pressure on Tesla as competition in China’s EV market intensifies. https://t.co/NxWcn4y1Hb

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@queenoffibsMay 20, 2026 · 7:53 PM

$TSLA held and triggered....my max risk is below the 394 area. https://t.co/ygioZIoKWf

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@jasonl_capitalMay 20, 2026 · 12:13 AM

Day trading is a job. Option selling is a business. Day trading: - You stop working, you stop getting paid - Requires hours of screen time every day - One bad trade can wipe a week of gains - You're competing against algorithms and institutions - Income resets to zero every morning Option selling: - Collect premium whether you're at your desk or not - Theta works for you 24/7 - Defined risk on every position - You choose your entry price and get paid to wait - Income compounds as your account grows Day traders try to predict where a stock goes next. Option sellers get paid for agreeing to buy stocks they already want to own like $NVDA, $AMZN and $TESLA, at prices they already like. One requires you to be right about direction and timing. The other requires patience.

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@stocksavvyshayMay 19, 2026 · 3:52 PM

$TSLA Texas site could become a vertically integrated solar manufacturing hub alongside its Megapack Megafactory. Tesla is targeting 100 GW of annual U.S. solar capacity by 2028 which would be nearly 6x $FSLR expected 2027 capacity. https://t.co/zF98mjVjcK

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@mrmikeinvestingMay 19, 2026 · 2:14 AM

In 2024 I called out $TSLA at $140. Then in 2025 I called out $AMD at $76. Now for 2026 my next callout to change lives will be $NOW. All while sitting at its LOWEST valuation ever ServiceNow has: - Grown revenues +22% YoY. - Partnered with Anthropic, Nvidia, Amazon & more. - Improved FCF by +44% YoY. - Built a $6B cash pile. Even the $NOW CEO, Bill McDermott bought $3M worth of shares back in February. Remember this post when you see $NOW squeeze later this year. Don’t miss it…

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@amitisinvestingMay 18, 2026 · 5:43 PM

OPENAI WINS THE TRIAL AGAINST ELON MUSK. - Musk argued that OpenAI “stole a charity” by converting into a for-profit company after he donated tens of millions to help launch it. - OpenAI’s defense claimed Musk knew about and supported the for-profit plans early on, and only turned against the company after losing influence and later starting his competing AI company, xAI. Looks like OpenAI just cleared one of their biggest hurdles to going public. $TSLA $SPCX

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@itscblastMay 18, 2026 · 3:53 PM

$TSLA calls if we hold the 410 Anchor into close 👀 • Negative gamma already getting stripped out • Dealer positioning much cleaner above spot • Very little resistance until 435 • 450 becoming the larger upside magnet 🎯 This is the type of structure where holding the Anchor can trigger a fast squeeze higher into Friday.

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@dillon_valdezMay 18, 2026 · 12:30 AM

$TSLA is back above key moving averages and working up the right side of its base. The technical question is whether this can turn into an ATH breakout. The business thesis question is bigger: are autonomy, Robotaxi, Optimus, and energy creating enough proof for the market to price Tesla more like a real-world robotics play with expanding bottom-line margins? Interesting setup. Evidence has to confirm it.

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@gnoble79May 17, 2026 · 1:40 PM

@BITC_minimalist @elonmusk $TSLA financial performance is disastrous. $TSLA does not earn its cost of capital.

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@gnoble79May 16, 2026 · 2:43 PM

@elpis_of_batman @elonmusk $TSLA does not earn its cost of capital. Do you understand that? The stock has appreciated on the basis of hopium, not profits and cash flow. Do you understand that? If you do not understand those truths then you are financially illiterate and need to t add me a few finance classes. Do you understand that?

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@stocksavvyshayMay 15, 2026 · 9:51 PM

@Jake__Wujastyk Had to cover that $TSLA short somehow 🤣

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@gnoble79May 15, 2026 · 4:31 PM

VALUE vs PRICE. The value of a $TSLA share is maybe $54. Whereas the price of a $TSLA share is $424. Mind the gap. $TSLA earnings estimates have declined by 80%. 2026 will be the third consecutive year of declining auto deliveries for $TSLA Musk already admitted that cybercabs ain’t happening anytime soon. The other future businesses will not generate profits for years. And for all those who insist that $TSLA is not an auto company, please note that 87% of revenues come from auto and auto related. Only a financial illiterate who wants to play greater fool theory would own $TSLA. @SawyerMerritt @TeslaBoomerMama @ICannot_Enough @elonmusk is unable to earn his cost of capital. Hopium is the product. $TSLA is the biggest bubble in stock market history. The coming bust will be epic. @BradMunchen @GordonJohnson19

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@jasonl_capitalMay 15, 2026 · 12:06 PM

10. $TSLA - Tesla The endgame. Optimus Gen 3 enters production this summer with 37 joints, 1.2 m/s walking speed, and a redesigned hand for precision tasks. Tesla is converting Fremont's Model S and Model X lines into a dedicated Optimus factory with capacity for 1 million robots per year. A second-generation line at Giga Texas targets 10 million units. Consumer sales expected by end of 2027 at a long-term target of under $20,000. Over 1,000 Optimus units are already working inside Tesla factories.

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@aleabitoredditMay 15, 2026 · 2:41 AM

I do like Harmonic Drive (6324) as the Western Leader (eg. harmonic reduction gear) at ~$4.2B MC. Very large part of robotics/humanoid BOM value. I actually like Leader Drive more (since it's cheaper for mass production, covers more parts). And maybe Sanhua for $TSLA Optimus. But prefer to advance Western supply chains with my capital over ones in China. It's not just profiting off markets, but what you want to get accomplished as well (helping advance US supply chains and Robotics leaders).

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@tradableastroMay 14, 2026 · 1:21 AM

$TSLA being -1% YTD, the last time the EMA's flipped into a bullish structure Tesla ran 34% in a matter of weeks Rumors of SpaceX merge with Tesla in 2027, but you don't think they will keep bidding it up into the IPO? Doesn't matter if the rumors are true or not, people love to FOMO They are sitting on cash and don't know what to do, they are freaking out Same as last year, and we all know what happened into EOY

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@aleabitoredditMay 13, 2026 · 11:32 PM

@Dog_Ziller I actually think $AMZN for robotics is extremely underrated. Since since there’s immediate practical upside to lower opex + headcount for automation. But for general purpose $TSLA, Unitree, Figure, Boston Dynamics, Agibot, Agility, and others should do well.

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@gnoble79May 13, 2026 · 8:06 PM

Lack of price discovery combined with regulatory capture and grift is a disaster for our country. @elonmusk is a grave threat to our financial markets and economy. The misallocation of capital is occurring on a scale never seen before. The collapse will be epic. The losses will be stupendous. The feckless @SECGov is totally MIA. The investments banks are enabling the legal fraud. Elon Musk must be stopped. Just say no to $TSLA. Just say no to SpaceX. I urge everyone to rise up against this insanity before all is lost. @DougKass @BradMunchen @biancoresearch @LukeGromen @GordonJohnson19

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@stocksavvyshayMay 12, 2026 · 2:27 PM

$TSLA is reportedly planning integrated battery cell and EV production at its at its Giga Berlin factory. The expansion would require 1,500+ employees and an additional ~$250M investment to support 18 GWh of annual battery cell capacity. https://t.co/5Mi74g6x7I

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@investmentguru_May 12, 2026 · 12:16 AM

$TSLA we might see new ATH in few weeks IMO https://t.co/2bQ8xLlTd3

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@gnoble79May 11, 2026 · 4:23 PM

Analytical malpractice on full display. This analyst should be fired. Autos and energy are worth at most $50 per share. $TSLA @MichaelKantro https://t.co/bWiTpKJQAE

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@stocksavvyshayMay 11, 2026 · 11:59 AM

Piper Sandler says $TSLA investors are effectively getting Optimus “for free” at $400/share. Their updated model says Tesla’s 17 existing product lines already justify roughly today’s stock price which excludes the humanoid robot business entirely. https://t.co/ahAxY0jKKR

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@investmentguru_May 10, 2026 · 2:24 PM

$Tesla is not priced as a car company. It is priced as a technology conglomerate — and it earns that premium. One Stock. Five Revolutions. When you buy $TSLA, you are not betting on a car. You are betting on the industrialization of the future — across five of the most disruptive sectors of the next decade. Most companies pick one wave to ride. Tesla is building the infrastructure underneath all of them. 01 — Electric Vehicles The Foundation. The Cash Engine. ~1.8M vehicles delivered in 2024. Industry-leading margins. But the real moat is not the cars — it is the Supercharger network, now the global EV standard with every major automaker paying to access it. The upcoming ~$25K Redwood model could be the volume inflection Wall Street is not pricing in. 02 — Robotics The Multiplier. The Trillion-Dollar Bet. Optimus is already working inside Tesla’s factories. No company on Earth has more embodied AI training data. Analysts model the humanoid robotics TAM at $10T+ — larger than the entire global auto industry. Elon has said Optimus could be worth more than the rest of Tesla combined. This is not vaporware. The infrastructure already exists. 03 — Solar & Energy The Underrated Layer. The Silent Compounder. The Megapack is sold out years in advance. Tesla Energy’s gross margins recently exceeded the auto division — a stunning inversion Wall Street has barely priced in. As AI data centers drive insatiable power demand, Megapacks sit at the perfect intersection of energy infrastructure and the AI buildout. 04 — Space The Network Play. The Strategic Wildcard. Every Tesla is now a potential Starlink terminal. The vehicle fleet becomes a distributed satellite connectivity platform. If SpaceX IPOs, the cross-portfolio halo benefits $TSLA shareholders directly. The autonomous driving stack developed for Earth roads has direct analogs in aerospace — a convergence only beginning. 05 — AI Infrastructure The Core Engine. The Real Moat. 2B+ miles of real-world FSD training data. Custom Dojo supercomputer. HW4 inference chips in every vehicle. Tesla is one of the few vertically integrated AI hardware companies outside of NVIDIA. The Cybercab robotaxi platform converts the entire fleet into a software-margin revenue engine — potentially worth $1T+ standalone. The Bottom Line EV → Energy → AI → Robotics → Space. This is not five separate bets. It is one integrated thesis — the physical world is being digitized, automated, and electrified simultaneously, and Tesla owns the vertical stack across all of it. $TSLA is the only ticker in public markets that gives you exposure to all five revolutions at once. You are not buying a car stock. You are buying a seat at the table of the next twenty years. Not financial advice.

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@tradableastroMay 9, 2026 · 10:17 PM

$TSLA $500 is coming Here is why🧵 https://t.co/Vgeyk9Ki8d

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@brianferoldiMay 9, 2026 · 3:01 PM

Thousand-Dollar Mistake: Holding a losing investment too long Million-Dollar Mistake: Selling the next $TSLA, $NFLX, or $AAPL too early Develop a bias toward not selling

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@tradableastroMay 8, 2026 · 1:39 PM

$TSLA +8% in less than a week Important to be catching bigger shifts Trim & trail, have a good weekend everyone https://t.co/k4OHdJ1PMX

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@yasutaketinMay 8, 2026 · 11:59 AM

テスラ「モデルY」が、米国の新たな運転支援システム試験に合格した初の車両となった $TSLA https://t.co/bx5SN51aQt

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@acinvestorblogMay 7, 2026 · 11:33 AM

Everyone is screaming that $IONQ is overvalued after yesterday’s numbers. Funny, because that’s exactly what people said about Tesla $TSLA and Amazon for years and both stocks continued climbing higher. Fast-growing companies can stay “overvalued” for a long time. Wake up.

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@acinvestorblogMay 6, 2026 · 5:06 PM

$TSLA steady buying all day

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@stocksavvyshayMay 6, 2026 · 2:25 PM

$TSLA & SpaceX are reportedly proposing a $55B investment (potentially rising to $119B) to build Elon Musk’s “Terafab” semiconductor facility. The facility would aim to produce 2nm chips for Musk’s robotics, space & AI projects with full-scale capacity supporting up to 1 terawatt of compute per year.

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@jasonl_capitalMay 6, 2026 · 1:07 PM

14. $TSLA - Tesla (Robotics / Physical AI) The AI play most people still don't see. $25B in 2026 capex going into AI compute, Cybercab production, and Optimus. The first large-scale Optimus factory is being built to produce 1M robots per year, with a second-generation line targeting 10M. Robotaxi service live in Austin, Dallas, and Houston with unsupervised FSD targeting a dozen US states by year end. Revenue was $22.4B in Q1 but the long-term value is in physical AI at scale.

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@itscblastMay 5, 2026 · 1:08 PM

$TSLA Top Watch to Break out of this 5 Month Downtrend https://t.co/U6SjfGJybp

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@tradableastroMay 5, 2026 · 1:37 AM

Aion probabilistic model on $TSLA: 3D prob 67%. 10D 72%. 20D 76%. Crash probability 1.0%. Stat regime 4/5 Bull. Cone projecting price into the 453 range by June 3 as the median. That's a significant move from current levels if the retest holds. https://t.co/UL3Ygw2rWo

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