it appears the One Big Beautiful Bill (OBBB) does not make significant changes to the Investment Tax Credit's core 30% subsidy for standalone battery storage systems. this warmode elon is a massive waste of energy (pun intended) $TSLA

this may delay the launch of the new affordable models till october. that is the most pragmatic thing to do. $tsla

zuck just built an All-Star AI team. $meta

wow

“Nobody knows.”

Been saying to anyone that will listen that the bold claims about humanoid scaling this year were never credible. This report just confirms it.

i was worried tesla might’ve actually burned cash in Q2, but now I’m relieved. should be good for another $1 billion free cash flow, despite the consecutive inventory buildups. the cash warchest continues to swell. $tsla

the trump FDA is creating an extremely favorable regulatory climate for all biopharma companies developing innovative single-dose therapies that replace existing chronic medicines. this directly benefits the entire CRISPR space, especially the best-in-class leaders $NTLA $CRSP

Good move, Microsoft. Just buy the $AMD MI400X, which will be best-in-class next year.

i reserve the right to change my mind, but given today’s print and near-term catalysts, i think it’s safe to be back in $tsla. this is for those who are interested in managing short-term risk to build more shares over time, not buy & hold investors.

the guidance has changed from 1H 2025 to just “2025” because the federal EV credit sunsets after September 30. it makes good business sense to therefore hold off the lower priced cars until then to offer a seamless transition. it’s good people at Tesla knocked sense into Elon

not yet but he will if he keeps digging further

Trump’s “Big Beautiful Bill” will eliminate Tesla’s US regulatory credits, also known as Zero Emission Vehicle (ZEV) credits. Under the current system, automakers failing to meet zero-emission vehicle quotas must either pay a fine or purchase credits from companies like Tesla,

the OBBB may hit tesla’s ZEV regulatory credit revenue seriously hard. this is a significant risk to be aware of, since it’s literally *half* of the company’s operating profit. i continue to manage risk with this stock very closely. $TSLA

Should a plumber, or welder, or construction worker, or HVAC worker pay for the student loans of someone that went to a 4-year university? No? Then they shouldn't pay for your EV either.

folks, my family and i just traveled from baltimore to toronto in our 2019 tesla model 3, which runs old hardware, with zero safety-critical interventions. no one else on earth has this. thanks Elon Musk Ashok Elluswamy and team for building a world class product 💯

manage risk. Trader

will this be needed for every single neighborhood tesla want to expand service to?

Tesla CFO Vaibhav Taneja is also involved in the “America Party”

Elon himself has lost the plot. If we truly are entering an age of abundance with AI over the next 10 years,the US national debt will be childsplay.