TSLA News
R40 coverage and dated third-party headlines for Tesla, Inc. (TSLA).
R40 Coverage
Australia's First Eight-Hour Battery Is 144 Four-Hour Megapacks Capped at 50 MW
Tesla gave one number for Limondale: 144 Megapacks. AEMO's register gives 50 MW and 400 MWh. The eight hours come from the export cap, not the batteries.
Amazon Is Expected to Take $1.2 Billion a Year of Generac Generators. That Is Half Generac's Commercial Sales.
Amazon is expected to take $2.4B of Generac backup generators in 2027-28, $1.2B a year or 54% of Generac's C&I pace. The $8B only caps warrant vesting.
Tesla's Megacharger Is 1.2 MW on the Page Selling It and 800 kW on Its Semi Page
Tesla opened Semi charger ordering in five European markets. A cabinet is rated 1,200 kW shared by two posts; the Semi it charges accepts up to 800 kW.
Zurich Discounts Australian Teslas for Having FSD. Tesla's 7x Counts Only Miles With It Engaged.
Zurich made FSD a rating factor on InsureMyTesla on 14 September. The 7x it cites is Tesla's own, measured on engaged miles against a US average.
Tesla Gives Up $1,044 a Year for 27 kWh It Already Owns. A Megapack Holds the Same for 5.2 Years of It.
Tesla's Powerwall lease trades an $87 monthly credit for dispatch rights on 27 kWh. Priced per kWh, per kW and per battery, the three answers disagree.
Morgan Stanley Prices Tesla Semi Autonomy at 83% to 97% of the Driver It Replaces
Percoco's $0.85 to $1.00 a mile is 83% to 97% of ATRI's $1.028 driver line, and his $17bn 2040 case uses the top of the fee range rather than its middle.
Tesla's 69,000 Powerwall Owners Sent California 500 MW. The Whole Fleet Holds About a Gigawatt-Hour.
Tesla's 500 MW across ~69,000 California Powerwall owners is 7.25 kW each. Tesla published no hours, and the fleet holds roughly 0.9 to 1.3 GWh in total.
China's Car Exports Rose 78%. XPeng's Best Export Month Is 27% Short of Its Own Target.
China's passenger-car exports rose 77.8% to 888,000 in August. XPeng's record overseas month is 9,700, against a Q4 target implying about 13,300 a month.
How to Value a Cybercab: $30,000 to Build, and $71,000 to $197,500 Back Over Four Years.
Work one Cybercab from build cost through fares, running costs and the for-hire tax exception. The answer is a range, and one undisclosed number sets it.
Terafab's Eight Texas Tax Agreements Forgo $1.66 Billion of School Revenue. The Job Floor Is Eighty.
Texas published the numbers behind all eight Terafab tax agreements: $1.66bn of school revenue forgone to 2046, against a statutory floor of ten jobs each.
Cybercab's First Receipts Agree on $31 to $33 an Occupied Hour. Our Model's Question Is the Hours.
Cybercab's first paid receipts disagree on price per mile but agree near $31-33 an occupied hour. Our Tesla model needs 4.5 to 10 such hours a cab a day.
Tesla Chose Self-Certification Over a 2,500-a-Year Exemption. NHTSA Is Now Auditing That Choice.
NHTSA is auditing the Cybercab's self-certification over an estimated 1,000 cars where Texas has registered 45. Its precedent ended in a 2,500-a-year cap.
Tesla Has 420 Robotaxis Registered in Texas. Our Year-End Range Is 2,500 to 14,100.
Tesla has 420 robotaxis registered in Texas; our city model projects 2,500 to 14,100 vehicles by year-end, with a 7,550 midpoint.
Tesla Cybercab vs. Google Waymo. It Is All About Manufacturing.
Tesla builds Cybercab in one factory system. Waymo ships a China-built Zeekr to Arizona for Driver integration—a boundary that governs cost and scale.
SpaceX May Cut Turbine Delays by 18 Months. Musk Says 15 GW of 2027 AI Could Still Sit Dark.
SpaceX is preparing to cast gas-turbine blades in Texas. Musk's APR fleet exceeds 1.1 GW, but that is only about 7.3% of the 15 GW he says may sit dark in 2027.
Tesla Has 548,000 FSD-Capable Cars in Europe. The 440,000 That Cannot Use It Need a Vote, Not Hardware.
Tesla's FSD is approved in five EU states holding 8.9% of the EU population. The EU-wide act needs 65% — unreachable without France and Germany.
Tesla's Brandenburg Shuttle Talks Are Not a Minivan. They Could Rebuild European Goodwill.
Brandenburg is exploring Tesla-powered rural shuttles, not a consumer minivan — a visible public service that could rebuild European goodwill. No contract yet.
Waymo Is Driving on 5nm. Xiaomi Has Validated 3nm. Tesla Is Moving From 7nm AI4 to a Reported 2nm-Class AI5.
The robotaxi silicon ladder runs from Tesla's 7nm AI4 to a 2nm-class AI5, yet Waymo's mature 5nm ASIC leads the production test: it carries passengers today.
SpaceX Uses Megapacks to Tame Its Gigawatt. Bloom Energy Sells the Megawatts Before the Grid Arrives.
Tesla Megapacks stabilize volatile AI loads; Bloom fuel cells generate onsite before the grid arrives. Where each wins, and why data centers will use both.
Tesla Targets 2,500 Robotaxis. Our Model Needs 3,315; the Measured Rate Is 601.
Tesla's Cybercab chief engineer named 2,500 robotaxis in Clark County as satisfying — the first stated rate. Our model adds 3,315; Texas runs at 601 a year.
Tesla Retired Solar Roof. Our Model Prices the Entire Solar Business at $3.63 a Share.
Tesla stopped supplying Solar Roof tiles — replaced by a Buffalo-assembled panel and a reported 100 GW plant. Our model prices all of solar at $3.63 of $272.39.
Nevada Granted Tesla All 5,000 Robotaxis. On Our Model That Is Worth 33 Cents.
Nevada approved Tesla's full 5,000-robotaxi ask. On our model that is worth 33 cents; the growth rate is worth eleven dollars. The cap was never the constraint.
Waymo's Custom Chip Cuts Cost, but a $125,000 Car Is Still No Threat to Tesla's Scale.
Waymo cut $75,000 from its robotaxi and its 5nm ASIC is real engineering — but it is a sensor pre-processor on a $125,000 car, four to six times a Cybercab.
Adding $1 Trillion to Tesla Takes 1.8 Million Robotaxis. Three Factories Flat Out Get There in 2031.
At our model's 8x exit multiple, adding $1T to Tesla takes $125B of robotaxi revenue — 1.79M cars. Three factories running flat out cross that line in 2031.
Tesla Will End 2026 With About Six Cybercabs Built for Every One Carrying a Passenger
Cybercab production started in February and roughly 245 cars sit at Giga Texas. A month-by-month simulation of the build-versus-deploy gap, priced in EPS.
Tesla's Largest Semi Order Is 500 Trucks. Nevada Could Build That in Four Days.
Einride's 500 trucks are the largest Semi order, and the public book is roughly 1,500 — against a factory guided to thousands this year, 50,000 at nameplate.
Tesla Has About 34 Million Square Feet. SpaceX Has About 5. Terafab Alone Is 100 Million.
Musk has over twenty production buildings in flight across Tesla and SpaceX; Terafab alone is bigger than all of them combined. Every site, on a build ladder.
79 Robotaxis Is $5.5 Million a Year. Tesla Needs About 14,800 to Move Revenue by 1%.
A viral post puts 79 Austin robotaxis at $4.7-6.5M of annual revenue, and the arithmetic checks. Tesla needs about 14,800 cars before the line moves revenue 1%.
SpaceX Has Bought $835 Million of Megapacks. Musk's 10 GW Target Needs Nine to Twenty-Four Times That.
SpaceX's 10-Q discloses $295M of Tesla Megapacks in Q2 and $329M in the half. The widely shared $1.1B total double-counts. The 10 GW build needs 32 to 88 GWh.
Tesla's 50 GWh Megapack 3 Line Is Worth $10 Billion of Revenue. The Question Is Which Year.
Megafactory Texas started Megapack 3 production. At Tesla's own $233 per kWh that is a $10B revenue line — against 49 GWh deployed in the last twelve months.
The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
Tesla Q2 2026: Record Revenue, Record Deliveries — Stock Falls 14% on Margin Collapse
Tesla beat on revenue and delivered a record 480,126 vehicles, but auto margins fell to 16%, free cash flow turned negative for the first time in over two years, and capex jumped 142%. The stock fell 14% as the market weighed the cost of the robotaxi and AI pivot.
Tesla's Robotaxi Fleet Is Growing Quietly — And the Numbers Are Starting to Matter
280 active robotaxis, unsupervised rides in Austin, and a cost-per-mile target that undercuts everyone. Tesla's autonomous fleet is scaling faster than headlines suggest.
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
February 2026
TSLA Under Pressure
Analysts trim profits, weak EV sales, earnings fallout, AI/robotaxi spending concerns.
January 2026
TSLA Distribution Signs
Broken 50-day MA, negative CVD, volume increasing on fall; low $400s next.
TSLA Bearish
Textbook pivot at 50 EMA, doji at highs—trim into strength.
TSLA Earnings Gameplan
On track for 430+ by week end; coming together.
TSLA Doing What It Did Before Unwinds
Sell signal triggered, down -10%; weekly/daily SL bearish—unwind to $380s possible.
The Most Dangerous Stock Market Ever
Tesla shareholders and speculative mania unwind.