MERGER NEWS 🚨 Reuters' latest exclusive provides some particularly important details regarding the merger between $TSLA and $SPCX 🔥 According to the report, SpaceX has approached Tesla in recent weeks. Both companies have since hired advisers, although negotiations remain at an early stage. The structures under consideration include: 1/ SpaceX acquiring Tesla: Tesla shareholders would receive consideration for their shares, potentially including SpaceX stock. 2/ A merger under a new holding company: Both companies could become part of a newly established parent company. 3/ An all-stock transaction: Rather than paying cash, the companies could exchange shares to complete the deal. These are possibilities being discussed, not agreed terms.

GOOD NEWS 🇪🇺 Tesla posted massive numbers in Europe this September, completely blowing past broader auto industry averages 🔥 Official ACEA data shows Tesla registered 68,776 new vehicles across the EU, UK, and EFTA in September, marking a huge 72.5% jump year over year 🔥 To put that in perspective, Tesla added roughly 28,900 more registrations in a single month compared to around 39,870 units in September 2025 🔥 What really stands out is how sharply Tesla decoupled from the rest of the pack. Total European passenger car registrations rose 10.2% to 1.36 million units, meaning Tesla grew roughly seven times faster than the industry overall 🔥 Quarter-end delivery pushes are standard for Tesla, but pulling off a 70%+ surge at this scale shows serious momentum across Europe heading into Q4 🔥

GOOD NEWS 🚨 @Tesla is reportedly investing ₩1.1 trillion (approximately $780 million) in Samsung Electro-Mechanics to secure a long-term supply of advanced AI chip substrates, according to an exclusive report from South Korea’s Maeil Business Newspaper 🔥 The investment will help fund a dedicated production line at Samsung Electro-Mechanics’ Sejong facility in South Korea. In return, Tesla has reportedly secured a five-year supply agreement running from 2029 through 2033, giving it guaranteed access to critical components for its future AI processors. These components, known as FC-BGA substrates, play a crucial role in advanced semiconductor packaging. They provide the dense electrical connections between powerful processors and the rest of the system, helping enable the increasingly complex designs required for high-performance AI computing. For Tesla, they’re expected to support future AI chips used in autonomous vehicles and Optimus humanoid robots, where computing demands continue to grow. And with only a handful of manufacturers capable of producing high-end FC-BGA substrates, securing dedicated production capacity could give Tesla an important supply-chain advantage as global demand for AI hardware accelerates. Samsung Electro-Mechanics’ Sejong expansion has a total budget of ₩4.27 trillion, with construction expected to be completed by the end of 2027. Equipment installation and testing will follow in the first half of 2028, with mass production targeted for the second half of 2028 and shipments to Tesla beginning in 2029. The deal could also deepen Tesla’s existing semiconductor partnership with Samsung Electronics, which has already secured a major contract to manufacture Tesla’s next-generation AI6 chips. The report suggests that Samsung Electro-Mechanics’ substrates could potentially be used in Tesla-designed AI chips manufactured by Samsung Electronics, bringing more of the semiconductor supply chain under one corporate umbrella. The bigger picture: Tesla isn’t just designing the next generation of AI chips for autonomous driving and Optimus. It’s reportedly investing years in advance to secure the manufacturing capacity needed to bring those chips to life at scale. 🔥