Automotive

Joined May 2025
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Tesla sales will not recover beyong 1.5M annually. There will not be an approved FSD on the roads, So called cybercab will not be ready before 2027 and robotaxi will not scale at all. Optimus part is far in distant future. As soon as 1T$ incentive package will be handed over to Musk ( practically 26B$) all these points will be recognized by the market. $tsla
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Heritage. Arguably one of the best interpretations. Not for everyone to catch the clues
The beginning of Mercedes Benz is the end of bmw.
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welcome to new Musk world
Elon’s timeline: 30 posts about @SpaceX, 20 posts about politics, 1 post about @Tesla installing a supercharger somewhere random. Pumping SpaceX as we speak and ignoring Tesla shareholders. I don’t like this pattern.
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$SPCX stock pumping 24/7 started. This is the product. Dont forget
Replying to @JonErlichman
I think SpaceX might be able to reach approximately $1T revenue in 2030
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A $TSLA and $SPCX merger will NOT benefit Tesla shareholders. Two Reasons: 1. You’re effectively selling 50% of your TSLA stock for a company trading at ~100x revenues 2. SpaceX insider lockup expiry in 6 mo will create MASSIVE selling pressure Big risk ahead…
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going long $tsla is no longer about robotaxis or humanoid robots anymore it's about speculating on what the spacex exchange ratio will be last year, it was about betting whether or not elon's comp package would get voted the year before, it was about whether trump would win presidency get the picture yet? this entire time, tesla has not delivered any results. just big dreams and fake timelines 1 year after launch, about a couple dozen "robotaxis" and parking lots full of cybercabs with steering wheels optimus also was delayed; "1H cities permits" delayed; no word from management at all, besides the fact that they're increasing capex guidance so yeah - don't blame me if i'm not excited about that name rn while 30 other stocks are absolutely ripping with better valuations/margins/trends i'm tired of making bets on random bullshit of the month surrounding tsla
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Toyota phát minh ra động cơ oto chạy bằng nước kìa 😁😁😁 Trong một bước di chuyển được thiết kế để phá vỡ ngành công nghiệp ô tô toàn cầu, Toyota vừa cho ra mắt một động cơ chạy nước dựa trên hydrogen được sản xuất bởi điện phân - và điều đó chỉ phát ra hơi nước! Không liti. Không có trạm sạc. Không có gì ngoài cuộc cách mạng thuần khiết. Với sự lựa chọn táo bạo này, Toyota không chỉ cạnh tranh với xe ô tô điện - nó đang tuyên bố kết thúc kỷ nguyên pin. Massimiliano Grasso II
Community note
Toyota không phát triển động cơ chạy bằng nước qua điện phân; tuyên bố này là sai sự thật vì vi phạm định luật bảo toàn năng lượng. Xe hydro của hãng sử dụng hydro lưu trữ sẵn và thải hơi nước, không phải nước làm nhiên liệu. factcheck.afp.com/doc.afp.com.69… tuoitre.vn/hang-toyota-da… forbes.com/sites/rrapier/…
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likely Mars mission will be aborted and act as if it never happened.
YARDENI: “.. We congratulate Elon on his remarkable achievement. We do have some advice for him, however. First and foremost, there is absolutely no reason to go to Mars. There is nothing up there.” @yardeni $SPCX
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🚨 MERCEDES JUST PUT A MOTOR ONLY 8 CM THICK INTO A CAR THAT CAN HIT 62 MPH IN 2.1 SECONDS. Instead of conventional radial flux motors, Mercedes is betting big on axial flux technology. In these motors, the electromagnetic force flows parallel to the axle, allowing two magnetic rotors to sandwich a central stator in a flat, disc-like layout. The result is dramatically smaller and more powerful. The front motor in the new all-electric Mercedes-AMG GT 4-door Coupe is just 9 cm wide. The rear motors are even thinner at roughly 8 cm each. Despite their tiny size, they help launch the heavy performance car from 0-62 mph in just 2.1 seconds, with a top speed of up to 186 mph. Why this matters: • Axial flux motors are significantly more power-dense and can be up to 50% lighter than traditional designs • Their extreme thinness frees up packaging space in the vehicle for better weight distribution, aerodynamics, or interior room • Mercedes acquired YASA in 2021 and has spent years developing the complex manufacturing processes needed to build them at scale • The technology is debuting in a high-performance AMG model, showing Mercedes is serious about using it in its most demanding cars The deeper implication: While most of the EV conversation focuses on batteries and software, the electric motor itself is undergoing a quiet revolution. Axial flux designs have long been seen as theoretically superior but extremely difficult to manufacture at scale. By solving the production challenges and putting these motors into a real high-performance car, Mercedes is pushing the entire industry forward. The next generation of electric performance cars may not just have bigger batteries they may have fundamentally better motors. We’re watching the physical hardware of EVs evolve as dramatically as the software has. How important do you think motor technology (rather than just battery size) will be for the future of electric performance cars? Follow for more frontier automotive engineering and electric vehicle technology.
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!!!!!’
Good Morning from Germany, where the entire Dax – the 40 largest listed companies – is barely bigger than SpaceX, now valued at $2.1tn. One rocket company versus corporate Germany.
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$SPCX - One Day into Trading! Daily short sale tracking: SpaceX's short volume increased by 66 million, with a short sale ratio of 12% @elonmusk - We need Short Shorts V.2
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U.S. and Iran deal to be signed tomorrow. Markets on Monday… $tsla
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The declining head and shoulders in $TSLA is seemingly being ignored by fanboys. Probably one of the most bearish signals you could have. Wonder why?? $TSLA
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$TSLA vs $SPCX - Should I move my Net worth into SpaceX ? It is 70% Cheaper at $164 vs $407. I will get Twice as Many Shares and If Tesla and SpaceX merge - I will still have More Shares! Also It Sounds Cool! Get it?!
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the only reason $tsla fans are holding the stock is the hope of Tesla being bought by SpaceX. Tjere is no other business rational
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Renault CEO François Provost told Reuters the company is currently facing demand for electric cars that exceeds its production capacity.
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As expected, robotaxi rollout is replaced by satellite rollout.. 5 times, half of US population etc etc.. this is so predictable. $tsla
Within ~5 years, probably ~5 times as many satellites as rest of world
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Jun 12
$SPCX & $TSLA Soon
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SpaceX sold 555 million shares in its IPO. Today, over 517 million shares were traded. Nearly an entire IPO's worth of stock changed hands in a single day. $SPCX
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