Tesla reported adding over 12,000 Supercharger stalls in 2025 and delivering 6.5 TWh of energy. According to the company, that charging activity avoided over 12 million metric tons of CO2e compared to gas vehicles. They also began deploying the V4 cabinet, which can charge passenger cars at up to 500 kW and the Semi at 1.2 MW. The V4 delivers three times the power density of the previous generation and supports twice as many stalls per cabinet. On the network side, Tesla opened its North American charging network to 14 non-Tesla EV brands and entered six new markets: Chile, the Philippines, India, Lithuania, Estonia, and Saudi Arabia. $Tesla Motors(TSLA)$ $Rivian Automotive, Inc.(RIVN)$
$Tesla Motors(TSLA)$ Robotaxi and Optimus are still not fully priced into Tesla's valuation, and that could be the biggest part of the long-term story. If both of those businesses scale successfully, autonomous mobility and robotics might become huge revenue streams. Tesla's market cap is already around $1.3T, but the vehicle, energy, software, and services segments are still expanding. The next phase really comes down to execution. We might still be early in seeing what Tesla can become.
$Tesla Motors(TSLA)$ AI5 might be a more significant catalyst than a lot of investors currently appreciate. According to a report from a Samsung Foundry insider, Tesla's next-generation AI5 chip has reached tape-out. It's slated to be manufactured using Samsung's advanced 2nm process at their Texas fab. This is a key milestone for Tesla's long-term AI roadmap. The chip is anticipated to power future Tesla products, with volume production expected to follow as the technology scales. The AI race is evolving beyond just software; it increasingly involves controlling the underlying hardware, silicon, and infrastructure. I'm keeping an eye on how this progresses, as strategic moves like these can influence the long-term valuation narrative. There
$Tesla Motors(TSLA)$ The stock is starting the week on a cleaner footing after the NHTSA officially closed the power steering probe into 376,000 vehicles, removing a long-standing regulatory overhang. With the stock navigating a consolidation phase near the $375–$380 range, the focus now shifts back to operational execution ahead of the July 22 earnings report. The bears are testing the resolve of the bulls, but the removal of safety probes is a fundamental step in normalizing the production narrative. Bull Key Levels: A decisive reclaim of $388.00 is needed to invalidate the recent downtrend and target the $400.00 psychological level. Bear Key Levels: If $368.00 support fails to hold, we risk a slide toward the lower range of recent consolid
$Tesla Motors(TSLA)$ It's already bouncing back. That was just a scare tactic from Wall Street. It should be illegal to pull this overnight move, opening above $375 and then selling it down.
$Tesla Motors(TSLA)$ I now have 14,444 shares of $Lucid Group Inc(LCID)$ , with cost bases between $1.54 and $2.11, as well as some at $15.40 and $21.10 across three different accounts. I'm looking forward to my Air Grand Touring more than any $Apple(AAPL)$ or $Microsoft(MSFT)$ product I love. I hope Lucid can pull through. Some in the market have set very low targets, but I'm just sitting back with a deep seat massage.
$Tesla Motors(TSLA)$ The 3 in front of TSLA's stock price right now looks like it really belongs. A 2 in front would look even more fitting. It might take a bit more time for that 2 to materialize. However, I'm hopeful and becoming more so as this "accident" unfolds.
Flawless technical geometry on the $Tesla Motors(TSLA)$ weekly chart—we are squeezed into the terminal apex of this long-term wedge. Tomorrow's $Space Exploration Technologies(SPCX)$ listing at the $135 billion scale sets the baseline for the entire Musk ecosystem. I have zero interest in chasing the initial retail frenzy over there. I'm holding the liquid anchor here, tracking the flow, and positioning for the ultimate synergy re-rating.