Global chip sales increased 5.3% YoY and 2.9% MoM to $48 billion in November. This marked the first YoY increase since August 2022 and a MoM increase in every month since February 2023. $NVDA $AMD $INTC $QCOM $AVGO

Despite the significant improvement in FSD v12, it’s still hard for FSD to move the needle on incremental TSLA earnings. Assuming 45M cumulative TSLA EV delivs between 2020-2030, a 12.5% global take rate @ $199/mo, 80% incremental margin, 20% tax rate, and 4.2B fully diluted

Elon Musk Sawyer Merritt Any plans to buy any chips from AMD?

Interesting, so Elon confirmed Tesla will buy more than $500M worth of H100s from Nvidia this year alone. Tesla has more than $20B in cash, and is also buying from $AMD -> Elon cant get enough of $NVDA GPUs. This isnt about cost saving anymore. $TSLA

AUDI E-TRON SAFETY RECALL FOR RISK OF FIRE🔥 Seems like nobody is talking about this? If this was Tesla it would be breaking news. Sawyer Merritt Elon Musk

$AMD says it now expects more than $3.5B in data center GPU sales (driven by MI300X) this year, up from an October forecast of $2B+. Stock is down 6.3% AH (MI300X expectations had grown a lot since the Q3 call).

Going for a walk with Optimus

Byron Allen has made a $14.3 billion offer to buy all of the outstanding shares of Paramount Global, $PARA, per Bloomberg.

TESLA INVESTORS WATCHING EVERY SINGLE OTHER MEGACAP STOCK HITTING NEW HIGHS BE LIKE $TSLA

I bought 3000 shares of $TSLA Tesla this morning at $182.50 at 10:12 am. IMO the market is total manipulation!!! Shame on market makers!!!

Legacy media wrote 82 articles about Cybertruck "rust." Wes is a Cybertruck lead engineer, so he actually knows what he's talking about. Go give him a follow.

New model 3 Plaid being Filmed in Valencia Spain Gary Black Whole Mars Catalog Teslaconomics Tesla Owners Ireland

AI Video has officially disrupted Hollywood. Tyler Perry just stopped his $800M film studio expansion due to OpenAI's Sora. The details and the 14 most mindblowing Sora videos since launch (100% AI-generated):

This is how confident I am in my work and my ability to transfer my knowledge - Im gonna give away 3 free spots for a month inside my mentorship and then ill post their reviews and results here to see for yourself - To enter like + retweet this, picking winners tomorrow 🍻

Tesla $TSLA last night lowered the starting price for all trims of the Model Y, S, and X by $2,000 according to Sawyer Merritt Elon Musk also postponed his trip to India 🇮🇳 saying "very heavy Tesla obligations require that the visit to India be delayed, but I do very much look

NEWS: Oil giant BP wants to buy Tesla Supercharger sites in the U.S. BP “is aggressively looking to acquire real estate to scale our network, which is a heightened focus following the recent Tesla announcement.” It plans to spend $1 billion by 2030, half of it within the next

🚨Rep. Pete Sessions has just sold $100K of $NVDA prior to earnings today This is his first time selling Nvidia since buying the stock in 2017 Interesting

Tesla shareholders, remember to cast your vote in support of Elon Musk's compensation package. No Elon = No Tesla. It's as simple as that.

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zerohedge Yeah, this is not cool. If they actually surveyed their constituents, they would discover overwhelming support in favor. So far, roughly 90% of retail shareholders who have voted have voted in favor of both resolutions. The public sentiment is unequivocally supportive.