Tesla all in FSD
According to Sawyer, the In-N-Out test drive seems to signal $TSLA starting production of a new vehicle in 6 months as we saw with Cybertruck.
If this repeats with the CyberCab and we get a re-accumulation phase, then H1 2026 really might be the last time we see the $400s and $300s for TSLA before shares get re-rated higher.
The start of CyberCab production will play a role in completing the re-accumulation phase as it signals Tesla is ready for Unsupervised FSD.
So it’s possible April, May, or June could be when Tesla starts CyberCab production. The CyberCab related job listings are a signal.
The CyberCab coming with a steering wheel or not is an interesting discussion, and has massive implications.
Tesla being able to exceed the 2,500 limit for their fleet can lead to the rerating us Tesla bulls have been waiting for.
Will be watching CyberCab leaks and updates very closely.
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- DIAMOND009·11-03Exciting insightsLikeReport