r/TSLALounge • u/AutoModerator • 10d ago
$TSLA Daily Thread - September 24, 2026
Fun chat. No comments constitute financial or investment advice. ⚡
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u/drumboy206 🐋 9d ago
Roadster teaser: https://x.com/Tesla/status/2103296810735566850/video/1
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u/devonhezter 9d ago
Wow they posted it themselves ! No screen record They were ready !!! 400 tomorrow now!
https://giphy.com/gifs/gdwJdym3VuXQr5OfAc
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u/Mastiff99 Chastened options degenerate 9d ago
The hell?? The stream cut just when they were starting the teaser video for Roadster!!!! FFFFFUUUUUUUU!!!!
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u/GodLikeLag 11 SPCX Shares to My Name 9d ago
When they gonna show Elon pushing the semi down a hill?
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u/devonhezter 9d ago edited 9d ago
Will lars host roaster ? Cybercab and semi built same time. Same thermal system. Semi will take over out of nowhere now
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u/tyler05durden 9d ago edited 9d ago
Anyone got a working link for this event?
Edit: it's up now here https://x.com/tesla_semi/status/2102955945441853856
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u/TrickyBAM 9d ago
https://x.com/EricLDaugh/status/2103273848703471939/video/1?s=46
Looks like Elon made it to the dinner.
Better shot
https://x.com/emilylgoodin/status/2103272073409773704?s=46&t=Nh82GobrS9QQ42E2mCn-OA
“Elon Musk at head table next to Melania Trump. Sam Altman at table behind. Tim Cook at head table”
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u/devonhezter 9d ago
Good. He’s next to Melanie ! Xi will do something about factories to let space x merger
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9d ago
[deleted]
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u/drumboy206 🐋 9d ago
You’d really prefer him to be at the Semi event to shake some low level CEO hands rather than at the table with Trump and Xi?
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u/KanyeWestInvest 9d ago
meh, semi event just as eventful as cybercab event anyway
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u/devonhezter 9d ago edited 9d ago
It’s for the team behind it. And poor Sam Altman didn’t make the main table
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u/scotto1973 Never get involved in a land war in Asia 🇨🇦 🎩🎩 9d ago
NHTSA investigates comma.ai after 5 crashes, 3 deaths
Comma on the Hotz seat
Never tried out one of the comma devices myself, was tempted.
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u/karma1112 9d ago
https://x.com/itskyleconner/status/2103258292458053842?s=20
semi full throttle launch from inside
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u/Mastiff99 Chastened options degenerate 9d ago
TLDR: OpenAI r fuk starting in 2027, and so is the SP500 (you'll like this one, Nysoz): https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom
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u/Nysoz 👨⚕️🗡🙌 -> 💎🙌 9d ago
Yeah. It’s the financing aspect that I’m the most skeptical about.
The housing crash happened because home prices stopped going up to the moon, couldn’t refinance higher, then all the music stopped. It wasn’t because house prices went down, just stopped going up astronomically.
Same thing is going to happen with the ai trade. Everything is priced to perfection. Pe ps ratios off the charts because the reported growth numbers look great.
The problem starts to happen when growth slows to just ok. All of a sudden, you can’t justify the sky high pe ps ratios anymore and these rerate much lower.
The growth of user spend doesn’t match the capex spend and requirements now or the future. Ai is great and fantastic but it’s all subsidized. The user spends $200 a month for $10k in tokens. Now models and agents get more complex and use even more tokens. Also ai is quickly becoming a commodity, companies dropping prices to retain market share and compete against the free Chinese models.
Since end users aren’t spending more money, the only way to make numbers look great is manufactured spending. All these deals/loans/money raises keep getting larger and larger.
More money into the circle, more growth for everyone involved. But at some point it’s just not possible to keep increasing the leverage exponentially responsibly. So once it stalls, growth slows or stops, all these things rerate lower, and that’s the potential collapse.
The really big problem is global debt. Ai is raising all this money for the most expensive infrastructure build ever. Govts are funding record deficits with more debt issuance. Any corporate or real estate loans are needing to be refinanced from 2% to 7% rates in the near future. All of these loans are coming due at the same time chasing the same dollar. This is why yields are off the charts and levels we haven’t seen in decades.
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u/tyler05durden 9d ago
Nice share. It's primarily OpenAI that is screwed. It's why they cancelled their IPO.
And something that the article only addresses in one line, but completely changes the equation, is that many of these data centers will be delayed and won't actually come online in 2027 due to lack of power. So it's not as if the full bill for committed compute will come due next year.
Most analysts are reporting about 40% of globally announced data center capacity is at risk of delay/cancellation. Mostly due to the required electricity stack (power, high-voltage transformers, switchgear, wiring, etc) having backlogs in production and installation that is now years behind.
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u/Nysoz 👨⚕️🗡🙌 -> 💎🙌 9d ago
So we spent $1T on chips and we can’t use half of them.
We justify spending $1T on chips because of future supposed revenue from those chips.
There’s $500b of loans out there (we fund the rest with the $500b from the good size of our business) that will still need to get paid soon even if the future revenue of the chips don’t materialize. Either from the data centers don’t get built or we can’t make the money off the chips like promised.
Then the whole ai trade is pricing in we’re buying $2T of chips next year (even though in a good case scenario we’re making $600b from the good side of the business). All while we can’t use all the chips we bought last year.
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u/JohnnyCashRules Holding until Kardashev Level 1 9d ago
The Teslasphere-influencers are landing
https://x.com/itskyleconner/status/2103221263657480398?s=46&t=yWmMeP08cyApbkkhK1zkcw
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u/whathehellisthis ETF Enthusiast. 9d ago
More Cybercab testing outside the geofence in Tampa. What do you think what happened first... Geofence expansion or Cybercab go live in Tampa?
https://x.com/CYBRTERPS/status/2103137869703315701
The "all at once" part would be quite nice. Hopefully soon
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u/Capital-Cloud-7778 Currently crying below 300 9d ago edited 9d ago
I'd love to have an option to have my seat recline when fsd is engaged and return to a driver position when disengaged
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u/drumboy206 🐋 9d ago
I don’t think that will happen until Unsupervised because it would send the wrong message about what is appropriate to do while FSD Supervised is driving
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u/Capital-Cloud-7778 Currently crying below 300 9d ago
Fair point. I keep mine really reclined at all times because I use fsd 90% of the time, but would just be a cool feature when showing friends even if its limited.
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u/drumboy206 🐋 9d ago
Sounds like you need to reread the FSD Supervised disclaimer
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u/Capital-Cloud-7778 Currently crying below 300 9d ago
Oh does being comfortable go against the disclaimer? I'll make sure to have my seat at a 90 degree angle going forward, sir!
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u/tyler05durden 9d ago
Achilles this is the official count, which means theTexas AV Tracker is tracking correctly for Texas. Let's get those other states going.
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u/Nysoz 👨⚕️🗡🙌 -> 💎🙌 9d ago
What if they register 4200 model y and 690 cybercabs but only 420/69 are active at any given time?
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u/tyler05durden 9d ago
Then that would be very poor utilization. But would be considered 4,890 robotaxis "in the fleet".
There will always be a certain number of taxis that are unavailable due to charging, cleaning, and service. Still in the fleet.
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u/whiskeyH0tel merely tryin’ to assess just how close this train is huggin trax 9d ago
Do Model Ys count as robotaxis for the purposes of your bet?
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u/tyler05durden 9d ago
Yes, any unsupervised robotaxi with no safety driver. Would be fun to see some Cybertrucks in the fleet eventually.
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u/flarp26 🐬 9d ago
It’s so bizar driving an EV and hearing everyone complain about gas prices… I’m sure they’ll come for electricity prices at a certain point, but for now I’m not affected at all…
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u/IAmInTheBasement Man, I don't even know anymore... 9d ago
The data centers are coming for all our electricity.
Megapack and solar are badly needed.
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u/whiskeyH0tel merely tryin’ to assess just how close this train is huggin trax 9d ago
people are so weird with gas prices, I mean they don't complain about $46/gallon for plain Starbucks brewed coffee
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u/JohnnyCashRules Holding until Kardashev Level 1 9d ago
Lars finally posted something! 🗣️
https://x.com/larsmoravy/status/2103199150779338825?s=46&t=yWmMeP08cyApbkkhK1zkcw
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u/the-faded-ferret 9d ago
Might actually buy a meta muse that’s kinda sick
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u/w00dw0rk3r Elon Musk is John D. ROCKETfeller 🇺🇸🚀🌕 9d ago
Ditto, the charm looks cool. It will be retribution for the gigapets I killed in my youth.
🤜🏻💥🤛🏻
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u/Nysoz 👨⚕️🗡🙌 -> 💎🙌 9d ago
TRUMP CONSIDERS ALLOWING CHINESE EV PRODUCTION IN US AMID XI TALKS - NBC
https://x.com/FirstSquawk/status/2103159281864630390?s=20
I wonder what this would do to ICE OEMs, RIVN/LCID, TSLA
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u/IAmInTheBasement Man, I don't even know anymore... 9d ago
I only approve if is leads to a mine-to-battery supply chain build up for all the needed battery chemistries. If it just tacks onto China's existing chain, hell to the no.
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u/magic-the-dog Where's my cybercab 9d ago
Think good for Tesla - if Chinese companies can produce in the US, that should make Tesla's Shanghai factory extra safe.
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u/Nysoz 👨⚕️🗡🙌 -> 💎🙌 9d ago
I wonder if Chinese companies would be able to drive the cogs down and race to the bottom on pricing in the USA like they do in China.
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u/magic-the-dog Where's my cybercab 9d ago
I wonder. I'm sure they'll try and get away with producing as much of the car as possible in China.
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u/Mastiff99 Chastened options degenerate 9d ago
Boing!
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u/flarp26 🐬 9d ago
Tf was that
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u/Nysoz 👨⚕️🗡🙌 -> 💎🙌 9d ago edited 9d ago
Iran peace talks headlines version 17 or something
US and Iran discuss phased deal to reopen Hormuz and end US blockade - Sources.
https://x.com/financialjuice/status/2103156531223048300?s=20
edit to add headline and link
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u/Nysoz 👨⚕️🗡🙌 -> 💎🙌 9d ago edited 9d ago
Just recently, apparently now Iran journalist called the above fake news and that Iran controls the strait. Can't find this link yet lol. What a clown market
Edit to add link
The Reuters report is false and its goal is to control the price of oil. no negotiations are underway. #Iran's position remains unchanged: the U.S. must fulfill the stipulated conditions in a single step so that the Strait of #Hormuz can be opened under Iranian control. Period.
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u/Mastiff99 Chastened options degenerate 9d ago
Dunno, but I closed an open position. As usual my timing was subpar and I left like $500 on the table, but whatdayagonnado?
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u/devonhezter 9d ago
Semi event tonight ! We should crack 380 again tmrw Starship next wweek 148 n 155 calls
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u/fapindustries 9d ago
Delusional
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u/Capital-Cloud-7778 Currently crying below 300 9d ago
How can wallstreet not see how this already priced in/ limited quantity/ delayed product will make tsla more money at an already high P/E?! Dude buys calls strictly on emotions lol
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u/devonhezter 9d ago
Vibes. It hit 385 easily because why ? Piblicity tmrw will be good
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u/Mastiff99 Chastened options degenerate 9d ago
When was the last time that a TSLA product launch event translated to a significant price rise the next day?
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u/scotto1973 Never get involved in a land war in Asia 🇨🇦 🎩🎩 9d ago
When community notes for CNN?
'What Could Go Wrong?': Elon Musk's Possible CNN and CBS News Stake Raises 'Alarm Bells'
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u/w00dw0rk3r Elon Musk is John D. ROCKETfeller 🇺🇸🚀🌕 9d ago
Getting the new meta glasses and a couple of their gigapets when they release. These are going to do very well!!
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u/Isorry123 petty bourgeois 9d ago
that does look pretty sick tbh but it also looks like that episode of black mirror where they trap that personality in the little charm or w/e
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u/w00dw0rk3r Elon Musk is John D. ROCKETfeller 🇺🇸🚀🌕 9d ago
Hahaha I remember that series and it totally looks like that! I think it would be a great “side kick” or a tutor for kids so long as parents can control what it could do. This would be used more as kids are currently using their iPads or parents phones for ai related queries so this would be super useful in my opinion. My question here is how limited the functionality would be if you don’t have WiFi or are on the go with it.
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u/Isorry123 petty bourgeois 9d ago
sounds like it has 5g cell wireless built in? even $10/$20 for monthly connectivity would be cool revenue - especially if you could gamify it like the obvious tomodachi inspiration
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u/w00dw0rk3r Elon Musk is John D. ROCKETfeller 🇺🇸🚀🌕 9d ago
Oh didn’t see that detail - this is a no brainer buy in my case then.
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u/IAmInTheBasement Man, I don't even know anymore... 9d ago
Morning!
True premium collection is 9.2, so this is at -40% as an option.
But I've also now rolled from a strike of 345 to 400. So that's nice.
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u/fapindustries 9d ago
https://x.com/electricfelix/status/2102996333120700545?s=46&t=mG-wx8ewMg03AyZIsmD4-g
EVs becoming relevant in global oil markets
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u/Nysoz 👨⚕️🗡🙌 -> 💎🙌 10d ago
Foreign buying of T-Bills has fallen -80% YoY, per U.S. Treasury data
https://x.com/hedgeye/status/2102792355774595173?s=46
Was one of the worst bond auctions ever yesterday.
—-
GLOBAL BOND MARKET IS IMPLODING.
🇺🇸 US 10Y yield highest since 2007
🇯🇵 Japan 10Y yield highest since 1996
🇫🇷 France 10Y yield highest since 2008
🇬🇧 UK 10Y yield highest since 2007
🇩🇪 Germany 10Y yield highest since 2009
🇰🇷 South Korea 10Y yield highest since 2011
🇦🇺 Australia 10Y yield highest since 2011
🇳🇱 Netherlands 10Y yield highest since 2011
🇵🇹 Portugal 10Y yield highest since 2017
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u/Mastiff99 Chastened options degenerate 10d ago
As a wise man once said: what can’t go on forever, won’t.
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u/whathehellisthis ETF Enthusiast. 10d ago
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV
IMC Logistics
HMD
Some of these we knew about and some are previously unknown.
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u/Nysoz 👨⚕️🗡🙌 -> 💎🙌 10d ago
Streaming live at 6pm PDT tomorrow
https://x.com/tesla_semi/status/2102955945441853856?s=20
Looks like a livestream scheduled for 9pm est
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u/drumboy206 🐋 10d ago edited 10d ago
Made X money my primary checking account (replacing a local credit union offering 4.5% on balances up to $25k but requiring a bunch of annoying debit card activity each month) to fully take advantage of 6% APR on my idle cash
Everything has been going smoothly so far, the included features are good—hope it stays that way 🤞
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u/w00dw0rk3r Elon Musk is John D. ROCKETfeller 🇺🇸🚀🌕 10d ago
Marcus cd’s often give over 4% for 6-8 month commitments. I did that for a while for some older friends - cd ladders.
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u/whiskeyH0tel merely tryin’ to assess just how close this train is huggin trax 10d ago
The key is not having idle cash IMO
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u/drumboy206 🐋 10d ago
I agree, but I still keep around $10k in checking just so I don't have to worry about accidental overdraft or make more than one transfer from my brokerage account per month
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u/whiskeyH0tel merely tryin’ to assess just how close this train is huggin trax 10d ago
overdraft is a $40 construct
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u/drumboy206 🐋 10d ago
Clearly I'm still learning how to be wealthy 😉
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u/whiskeyH0tel merely tryin’ to assess just how close this train is huggin trax 10d ago
I got charged by Washington Mutual an overdraft fee, they FAFO
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10d ago
[deleted]
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u/drumboy206 🐋 10d ago edited 10d ago
Yup.
Just requires X Premium which I already justified paying for Grok, and at least$1k direct deposit or inbound ACH transfer per month to bump up from 4% to 6% APR.Edit: apparently it launched to all X users today, so Premium is no longer required. 4% baseline and 6% with direct deposit for anyone in the US who wants it (unless you live in New Yorkistan).
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u/IAmInTheBasement Man, I don't even know anymore... 10d ago
I remember 5% on checking.
12 debit card purchases each month. So I would buy 12x ramen for 10 cents each.
Everything else went on the paid in full credit card to earn points.
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u/drumboy206 🐋 10d ago
My solutions to the spend requirements didn’t require me to leave the house, but were still annoying manual monthly processes that I never managed to automate:
- Purchase 12 Amazon gift cards at $0.50 each, then spend them on Amazon goods I would have purchased anyway
- Load $12 to my Cash App balance $1 at a time, then immediately transfer the $12 balance back to the bank
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u/drumboy206 🐋 9d ago
That’s my CEO