Tesla's self-driving AI solves an insane problem: compress 2 BILLION input tokens (7-8 cameras × 5MP × 30 seconds) down to just 2 output tokens—steering and acceleration. Here's how they actually made it work 🧵 The system uses a single large end-to-end neural network. Pixels and sensor data go in → steering and acceleration come out. No explicit perception modules. Raw video streams directly to actions. This approach has been powering Tesla's FSD for years now.

Three days with Tesla Robotaxi. 62 total rides. Here’s what actually happened when I put the autonomous future to the test. Most surprising discovery: I saw more human driving errors than Robotaxi mistakes. Humans got in wrong lanes 5 times. The Robotaxi never made a bad lane choice once.

There are many ways to sell covered calls. Many of them are the wrong way to go depending on the stock.

Because we care about $TSLA bulls keeping their shares.

We made two videos about $TSLA covered call selling⏬️

https://twitter.com/ray4tesla/status/1868836843929977256

Most bulls fear losing shares in a revaluation scenario (and $TSLA moons). So we asked ourselves, how did a simple covered call strategy work in 2020 when the stock went up 730%?

Answer:

In a direct shot against Tesla, Marco Rubio is trying to get CATL batteries banned in 🇺🇸.

The use of batteries is not a national security risk; batteries enhance national security by making us less reliant on oil.

Pics of his letter 👇

in the following 3 tweets a TLDR summary





‘The U.S. Department of Defense must act now. CATL, a Chinese battery company, threatens our national security. It has ties to the Chinese Communist Party and military. We need to put CATL on the Section 1260H List. This list names Chinese military companies working in the U.S.’

The Cybertruck Foundation Series was an opportunistic offering that Tesla made so people could pay more to be among the first to have a Cybertruck.

Tesla has gone through the whole list offering the CT that was originally $50k for $100k. 99% refused as expected.

https://twitter.com/SawyerMerritt/status/1823087544621543856

Now there is no line for Foundation Series and Tesla is asking, "Anyone else? Final chance!"

Next, Tesla will lower the price to $80k for the 2 motor variant and go through the reservation list again from top to bottom. If you're number 2 million in line, you will have to wait

🧬 Tesla Powerwall 3 is a substantial evolution from Powerwall 2. Smaller, lighter, more powerful, longer total life. $TSLA

Here are the main changes 🧵 1/6

📸 Andy92782 from TMC via @SawyerMerritt

https://twitter.com/matchasmmatt/status/1700135090276257814

🫃🏻 Smaller size and lighter weight.

The Powerwall 3 is five inches shorter and 25% slimmer than the Powerwall 2. It also weighs about 100 pounds less. This makes it easier to install and transport.

📚 The Innovator's Dilemma explains why legacy auto struggled to see or stop Tesla's disruption. Tesla's approach shook the industry!🚗💨 1/8

(written by Chat GPT as tweets with emojis & without hashtags)

https://twitter.com/alexlavelle5/status/1636036238623887362

🔧Legacy auto focused on incremental improvements, missing disruptive electric vehicles potential.🔋 2/

NEW $TSLA STOCK REPORT 🧵

Our @Tesla valuation with Megapack breakdown is now available for free download. In this analysis, Matt Smith @MatchasmMatt values the car, FSD, and Megapack for Tesla. @elonmusk @MartinViecha

📥Download the Full PDF here: hffinancial.com/wp-content/upl… $TSLA underwent a phenomenal run-up from late 2019 to late 2021 as the company experienced drastic growth in both revenues and margins. But as economic concerns mounted in 2022 and the Fed initiated a series of sharp interest rate hikes, growth stocks like Tesla were hit hard.

People think I’m a bad guy because I call out bad investing behavior.

I’ve been sharing my insights and analysis for free with the $TSLA community for years, and giving to unique creators & researchers. I’ve given so much on Patreon that they once suspended my account 😂🤦🏻 1/2 I will aim to avoid name calling.

But if we cannot call out bad behavior and learn from mistakes, that hurts us as investors.

I make mistakes too and try to learn. I missed on $AAPL & $AMZN because… (excuses). I dug deeper to learn how I could have thought different 😉 2/3

As Rebellionaires, we value companies based not on what the stock price is doing but on the fundamentals of the business.

We believe bandwagon price targets & caving to share price hurt long-term investors. Our research looks farther out than a year then discounts value to today

https://twitter.com/divestech/status/1622557086570741760

Many of these incremental price upgrades recently have the feeling of what I term as “bandwagon following.”

If the share price goes down, WS analysts lower price targets… If it goes up, raise price targets. Then they change the words to fit the stock price.

There a better way?

THREE ACT PLAY

1/ Now $TSLA Hyperboles are just lashing out at me.

@Umbisam misquotes Jeff Dahn (you can see the quote against what Dahn said). I call Umbisam on it. He doesn’t correct nor delete. This is misleading. 2/ I write a thread about how index investors panic sold an S&P 500 fund and cost themselves 4% per year.

Someone responded that people panic sold in 2009 b/c they needed the money. I said “never invest money you need.” And Umbisam unwittingly proves my point.

In 2017, I studied investor psychology. What I found is that PANIC SELLING cost investors nearly half of their return over a 10-year period.

S&P 500 Index —if you didn’t sell—averaged 9% return over the prev 10 years.

But investors in that same fund only got 5%… WHY⁉️

https://twitter.com/bradsferguson/status/1622296589413801991

It wasn’t because investors got robbed by Wall Street.
.
These statistics are from the Vanguard S&P 500 Index Fund measured by Morningstar (while they tracked Investor Return).
.
The fund only cost about 0.09%. It had low fees then and lower fees now.

👀SNEAK PEEK Megapack Valuation👀

Here's our stock analyst report of $TSLA, rating Tesla as a "high conviction investment."

Matt Smith did a great job researching, and cross-checking for this report. He provides a "base case" valuation.

A prettier version coming next week 1/ On pages 3 & 4, we discuss how $TSLA became a financial juggernaut, surpassed Toyota in manufacturing prowess, and begin to peel back the onion on Tesla Megapack.

People hear what they want to hear from the Powell speech.

They use it to confirm their thinking.

I try to stay pragmatic. I heard both things I liked and didn’t like.

Since most people are on the rosy side, here is what you missed or are choosing to ignore 🧵 The market is expecting only one more hike, but Powell talked about rates hikeS.

The market is expecting the Fed to lower rates twice by year end, but Powell said he expected no rate drops. 2/x

🇨🇳 C**** (from a friend)

“A little update on China's mass COVID infections as I don't think this is reported in the media for some reason.

China is going through extreme COVID infections right now at an unprecedented speed.” 1/ “Within about a week or so, >90% of my few dozen Chinese relatives and extended family have all gotten COVID. Friends and relatives all report the same for their friends and relatives. My aunt works at a major hospital and there's basically no one working because they all got it”

$TSLA doesn’t have a demand nor a capacity problem. Short 🧵

Demand is growing, Tesla will grow deliveries by over 40% this year. Think about the backdrop.

Capacity investments are cheap. The factories pay for themselves after less than a year at full scale. What’s perhaps fair is that the backorders for Teslas aren’t growing faster than Tesla can make them in these form factors (sedan & crossover).

We don’t know what latent demand is especially when people do not have to wait for six months for a car.

MULTIPLES & $TSLA BUYBACK 🧵

Why a stock buyback is important is because reinvestment of profits at high rates of return is a crucial compounder. If Tesla does not reinvest nearly ALL profits, their profits will not compound as quickly.

Money that isn't reinvested is CASH DRAG. There are 5 uses of corporate cash:
1) emergency cash
2) reinvest in the biz (capex, R&D, etc)
3) acquisitions
4) buyback
5) dividend

Each use of cash should be weighed on risk/reward.

Several weeks ago, I teased a new, under-the-radar company idea that came to my attention.
.
It's The Lovesac Company (ticker LOVE).
.
The company is profitable, combines high growth with low valuation, & many advantages 🧵
👀My analysis video:
👍🔔🗨️ I had to show off my Orange Theory Fitness "Hell Week" shirt in the video. 4 tough workouts
.
I also worked hard to research the product. I ordered, installed, and tested the #Lovesac sactional this week.
.
As Peter Lynch says, "Know what you own."

MEGAPACK MARGIN HYPE?

Megapack uses a LOT of inverter material which is expensive. The Powerpack has reportedly has a 2,500 pound inverter.

If Tesla is using the high efficiency stuff—we believe there are—then these inverters use silicon carbide MOSFETS which is expensive. 1/ Why is silicon carbide (SiC) expensive? It’s hard to make.

SiC is the 3rd hardest material on Earth. That makes it hard to work with which adds to expense.

Using SiC chips over IGBT chips adds to cost yet has a large efficiency benefit.

MOST PEOPLE DON’T KNOW

People follow me for my thoughts on Tesla and investing.

Many do not know about the scope of the genocide that happened and is still happening in Ukraine 🇺🇦.

In this short thread 🧵 I will not be sharing any pictures but instead some numbers… Russia has admitted to forcibly deporting 3.75 million Ukrainians to Russia.

These are called “filtration” camps. These poor refugees have no rights and children are stripped from parents. These people become modern day slaves in Russia.

My reply, a 🧵: Tesla's ability to sell so many cars with so few models is a sign of strength, not weakness. Any business should resist the urge to make itself more complex. Complexity reduces scale which reduces gross margin. This shows Tesla management is making sound decisions

https://twitter.com/TeslaBoomerMama/status/1565720048521453568

A distracted management would have added new models as Giga Texas and Giga Berlin scale for the first time. Instead, Tesla's mgmt is focused.

What we see from the Model 3 & Model Y is that they appeal to buyers of different form factors and price points than believed possible