🔋 Deebo 🔋

Never a better time to buy a new Tesla, but reminder EV rebate set to expire 9/30 (you must take delivery by then). I'm buying of my 4th Tesla this weekend for the following reasons: ✅Safety - 5 Star Crash Rating. The most important factor for me. ✅Convenience - Never going to the gas station is the best. Wake up every morning with a full tank. ✅Affordability - fuel saving, minimal maintenance costs, Federal and some State Rebates. ✅Driver Experience - Super fun to drive and easy user interface. Also, having Netflix, Youtube, Spotify and video games integrated makes the kids super happy. And the recent addition of Grok makes my time in the vehicle that much more productive. ✅FSD - This technology has improved so much that I use it 99% of my miles. In town and on road trips. It's like having a personal chauffeur. Happy to assist or answer any questions new buyers have. And whatever you do, be sure to use someone's referral code when you order to maximize savings. If you need one, here is mine: ts.la/todd57485

$LYFT is expanding Waymo robotaxis in Nashville. But how do they compete with Tesla? $TSLA’s Cybercab costs $18-25k to build. Best-case for LiDAR-equipped competitors is ~$70k (currently higher). Add Tesla’s superior user experience and more efficient motor, and they can profitably price rides below everyone else’s breakeven.

$TMDX +17% after hours on strong 3Q print. • Revenue $203M (+41% YoY, +35% organic) • Adj. EPS $0.51 (beat) • Record case volume • Raised FY26 guide to $764-774M (+26-28%) Strong OCS liver/heart + logistics growth. Catalysts ahead: ENHANCE Part B, DENOVO, Europe expansion & OCS Kidney. I didn't actually review results yet as I'm busy licking wounds from sh!tty day in the market. Only fitting to use AI bot to prepare this before it's banned. Have a great day! #TMDX #TransMedics

Sometimes you just have to laugh

So if the pace of bringing on new data centers slows, while at the same time the usage of AI (or SI) continues to increase, what will this do to token costs? Seems like some Companies are well positioned to benefit?

$EOSE +20.5% on the dem midterm sweep. The pre-released results with rev slightly ahead of the street on top line. Earnings release is tomorrow along with their call. 39% short interest, so price action could get interesting here if management provides a strong update on backlog, commercial activity, margin progress and the line 1 move to Thorn Hill.

$PLTR delivered a standout Q3 with $2.31 billion in revenue (up 96% year-over-year and its first quarter above $2 billion), beating estimates as U.S. commercial sales surged 148% to $984 million and overtook government revenue for the first time. Palantir posted $0.44 adjusted EPS, near-50% net margins, a 158% Rule of 40 score, and raised full-year guidance to roughly 91% growth. And in spite of such a stellar quarter, the stock is down 6% in pre-market. Make it Make sense. Time to top up my exposure of an already large position.

Tesla Robotaxi is on pace to cross 5,000,000 autonomous (driverless) miles in the next 9–10 days. Current count: ~4.27 million and rising. So far the observable safety profile has been outstanding: 0 people injured by a Robotaxi, 0 airbag deployments, 0 pedestrians or cyclists hit (per Tesla’s published report). Human drivers would have been expected to cause multiple injury collisions over the same distance. Will we see new markets open faster once it clears 5M? Which city next?

Tesla Robotaxi aspirations expand far beyond the US border.

$TSLA has started service in Fort Worth. So is this the week they surpass Waymo for registered AVs in TX? How many do you think they add to the fleet this week? I predict another 176 vehicles added this week.

Tesla just launched a new FSD referral program. FSD is amazing. Try it for yourself on your Tesla for free with a 1 month trial. Here’s my referral link: tesla.com/get-app/referral?c…

Autonomous vehicles could cut crashes caused by distraction, impairment and fatigue, give mobility to seniors and people who can't drive, and make streets safer for everyone. Texas, Arizona, California, Florida and Nevada are already moving forward with this lifesaving technology. Why does Connecticut law, as written today, offer no real path for a demonstration program? @SenatorCohenCT @geucalitto @CTDOTOfficial @GovNedLamont @ryanfazio @robotaxi @Waymo

Tesla buzz spiked after the Roadster unveil and is already back near normal. The next catalysts aren't priced into attention yet but several likely land near term: ⏹️A possible Tesla–SpaceX merger (special committees formed on both sides) ⏹️FSD in Europe, now approved in 10 countries, with an EU-wide vote possible in December ⏹️Cybercab in Dallas in November, then Las Vegas, Phoenix, Jacksonville and San Antonio and further expansion of Robotaxi service in other markets ⏹️Autonomous miles at 3.7M and growing at breakneck speed ⏹️Federal AV rule changes Attention is cyclical. The catalysts keep coming and likely unlocks further $TSLA shareholder value.

$TSLA autonomous miles growing rapidly and the shape of the growth curve is about to change in a meaningful way as they expand the public robotaxi service into additional large markets.

The ramp in the Houston market should be fun to watch. If they use a similar playbook to the rollout they did Austin, the miles and vehicle count in this market will expand rapidly over the next 60 days. Same with Dallas, Las Vegas and a few other locations. And if the safety data remains superb, 2027 should be insane in terms of mile growth and new market launches.

Of course $TSLA added 69 Cybercabs to the registered autonomous fleet in Texas today and now has 420 Cybercabs in the mix 😂 . Great progress being made.