Nov. 29 at 6:12 AM
$TSLA Bears still clinging to
$350–
$400 like it’s a life raft in a hurricane? Cute.
While you’re praying for a crash that’ll never come, here’s what’s actually happening:
Robotaxi fleet doubling in Austin next month — that’s not a slide deck, that’s revenue rolling in real time.
FSD take-rate already north of 70% on new deliveries →
$7–12k instant software gross profit per car before it even drives off the lot.
AI5 inference chips taping out this quarter, AI6 already in design — Tesla will soon crank out more AI inference silicon than the rest of the planet combined.
Energy deploying at 75%+ YoY growth, margins already crushing automotive — Megapacks are 90% gross margin money printers.
Optimus pilot lines starting 2026 →
$25–30k per bot at 90% margins, multi-trillion labor arbitrage.
U.S. policy tailwinds (tariffs, domestic chip incentives, DoD contracts — all pointing the same direction: America wins, Tesla prints.
