All in TSLA stock. FSD is a cheat code. Smart cars are the next big thing. Jim Chanos is a bitch.
Denver, CO
Joined October 2024
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Eric Y retweeted
Maybe, we are near the end of the world but difficult to ignore this study many are following.
The S&P is 19-0 since 1950 in the six month November-Mid Election through April Pre Election Year time frame for an avg six month gain of 14.79% with worse case performance of 3.52% in 2002-03.
Earnings can certainly trump seasonals, but a short at the end of October is a balsy play.
Eric Y retweeted
GOOD NEWS 🚖 Tesla has just registered another 124 Model Ys in Texas, officially pushing its commercial Robotaxi fleet past 1,200 total vehicles 🔥
✅ With 124 new Model Ys added, the Model Y fleet expands to 631 vehicles, temporarily retaking the majority share (52.4%) of the commercial fleet.
✅ Dedicated Cybercabs currently sit at 573 vehicles (47.6%), bringing the total active commercial fleet under Tesla Robotaxi LLC to 1,204 vehicles in Texas.
✅ The rapid injection of both Model Ys and Cybercabs highlights how aggressively Tesla is scaling its fleet operations across Texas.
Eric Y retweeted
Interestingly Tesla is now generating twice as much revenue from FSD (Supervised) subscriptions as Waymo is from ride fares.
Eric Y retweeted
$TSLA sell ratings just hit an 11-year low.
Only 5 of 60 analysts tracked by Bloomberg still say sell. In January, it was 15.
Barclays, BNP Paribas and CLSA have all dropped their bearish calls.
The stock is now back above its 200-day.
That's still about 42% below my long-term $680 trend value.
Are the bears slowly giving up?
Eric Y retweeted
$TSLA passed Waymo in driverless miles in Austin
Tesla may have just passed Waymo in Austin.
Tesla: 438K driverless miles in the week to Oct 18
Waymo: 406K/week (Q2 2026, its latest data)
Different periods, so Waymo’s next release will give a better picture.
robotaxitracker.com/miles
Eric Y retweeted
Updated @Tesla Robotaxi geofence sizes (in square miles):
• Austin: 272
• Houston: 254 (916% increase today)
• Dallas: 81
• Miami: 31
• Orlando: 26
• Tampa: 24
All these areas are fully autonomous/unsupervised robotaxis only.
Eric Y retweeted
Tesla FSD Supervised (now named Tesla Assisted Driving in Europe) has officially been approved in Latvia, marking the 10th European country.
Countries in Europe that have approved it so far:
• Belgium
• Netherlands
• Denmark
• Lithuania
• Estonia
• Slovenia
• Czechia
• Croatia
• Slovakia
• Latvia
Eric Y retweeted
$TSLA
You guys do know that this entire chart is one massive cup & handle formation on the monthly?
Over $400, I’m taking out a second mortgage
It’ll be when you least expect it
$500 comes FAST
Eric Y retweeted
JUST IN: Amazon CEO Andy Jassy reveals AWS cloud computing capacity is sold out through 2027 amid surging AI demand.
Eric Y retweeted
I know it does not feel like it, but here the performance of TSLA and SPCX over
- 6 months (since IPO for SPCX) and
- 1 month.
