Interesting theory. But actually makes sense in a twisted way. No pun intended on Twitter.....

This actually makes very good sense even if at the moment it is pure speculation. What is $10 billion for someone who paid $44 billion for Twittter/X?  So merging the two will ultimately cost around $54billion. But it get him into the ever shrinking inner circle of the likely relected president of the USA. The ultimate game for Elon Musk is not Tesla. I feel is it his space projects, including Starlink. Controlling space has got value that is infinitely more than what anyone can imagine. The satellite business alone is mind-boggling.

Looks like Lyft, Uber investors are liking what they saw from the Robotaxi event. They are laughing their way to the bank on what they saw from their supposed biggest threat.

Drop of more than 5% after the much vaunted Robotaxi event. Where's Tesla headed to ? Below $200 is in sight.

Will the be an Awesome day or Awful day for Elon Musk? Is he going to have Donald Trump appear in a robotaxi at the unvealing?

Opps. She did it again. Buy high, now a falling knife.

Looks like the market is expecting a sell-on-news event. 

"A lot of people at Tesla are just tired of all the noise," they said. More accurate to call it rants rather than noise. Musk is increasingly getting more desparate and irrational. Just look at his behaviour at the recent Trump rally.

Jamie Dimon is not one to take a position either way. Not when the rewards does not match the risk taken. But even as JP Morgon (and probably driven by Jamie's own views) has taken a deem view of Tesla and Elon Musk, so too Jamie will unlikely want to be in the same camp as someone endorsed by Elon Musk.

"We think the stakes are high and there is more risk to the downside than upside given the stock's recent run-up and likelihood that the event could disappoint," CFRA analyst Garrett Nelson wrote on Oct.2. "We also note the stock price run-up and then 'sell the news' pattern of major Tesla events historically. Specifically, we are looking for more visibility regarding intermediate-term earnings growth," Nelson added. Also have to note the recent sudden departure of Tesla's CIO. Why leave just before your "glory" moment.

Where ther is smoke.... Nagesh Saldi is an insider who knows what many don't. This sudden resignation just before the much hyped Robotaxi event does not spell good for Tesla.

Read and be aware. It's a coin flip on the impact of the Robotaxi event for Tesla. Everything teally depends on what will be revealed.  As possible as it is that it may bring new life to a Tesla rally, it is also possible for this to bring Tesla back down the below $180. JP Morgan is still calling for a low $100 price target though.....

Ya. I think so too. Now the latest news are the head of data is leaving Tesla, just a week before Elon Musk's much hyped Robotaxi event. And Robotaxi needs Data! Also, Trump just showed he is against full pivot to EV by saying no states should be allowed to ban ICE vehicles. So what is Musk getting for supporting Trump?

Cash flow issues. 

Opps. Timing of his departure is interesting. This may suggest things are not going well over at the Robotaxi project. Leave now rather than be embarrassed next week.....

If the drop is because of Iran's missile attack, it will bounce back really quickly. Iran's military capability is overblown. It simply does not have the technology to compete. Forget what you saw at Tom Gun: Maverick. That is all fake.

Robotaxi event delayed once. Blackwell chip roll-out delayed too. Which one is a safer bet? I think Nvidia is better. We have more visibilty on what is on offer and why there was a delay. With Robotaxi, it is too opaque. And frankly, Elon Musk is not exactly the most reliable person.