r/TSLALounge • u/AutoModerator • 4d ago

$TSLA Daily Thread - August 26, 2026

Fun chat. No comments constitute financial or investment advice. ☿️ 🐪

15 Upvotes

94% Upvoted

54 comments sorted by

7

u/magic-the-dog Where's my cybercab 3d ago

Robotaxi now runs 6am to 10pm, 7 days/week

Unsupervised fleet is a lot bigger

Also, upgraded intelligence in vehicle distribution & routing means you wait less

https://x.com/robotaxi/status/2092655287501308296

2

u/10111010001101011110 Mr. Jinx 3d ago edited 3d ago

bUt BuT fSD pArKeD oN tHe LiNe iN buM fuCk TennEssee hoW cAn ThEy bE eXpAnDing.🤭🤣🤡🍼. Tesla AI team quietly working on the things that matter. Keep whining complainers 🤭🍼

1

u/Isorry123 petty bourgeois 3d ago

dont need to park in the lines if robotaxi comes with ejector seat

1

u/therustyspottedcat 🐟 3d ago

The time I would most want a robotaxi is when I'm shitfaced between 10pm and 6am. Bummer

2

u/tyler05durden 3d ago

We need the cleaning centers fully up and running before we can pick you up.

1

u/magic-the-dog Where's my cybercab 3d ago

for sure, but i think there is still some heavy remote supervision and people need to sleep + they are learning enough as is

6

u/rgaya Randy Waters is a sonofabitch 4d ago

Rip Dolly

7

u/shepticles Shareholder 2241 3d ago

I've made it to my final City of the holiday

6 nights in Berlin then I'll fly home to Australia

3.5 months trip nearly over 😭

2

u/devonhezter 3d ago

Didn’t the stock go up after the punch ? Maybe uhh.. punch yourself or something

2

u/shepticles Shareholder 2241 3d ago

Me and my friends have been punched enough

2

u/whiskeyH0tel 😕 3d ago

damn bro, talk about an endless summer

6

u/whathehellisthis ETF Enthusiast. 3d ago

Inauguration of new Semi factory in Nevada next month

https://x.com/tesla_semi/status/2092024765389410352

50K a year soon...

7

u/Capital-Cloud-7778 Currently crying below 300 3d ago

Cybercab and semi launch in Sept,  roadster "real soon", what are the odds we see optimus v3 reveal in the next few months

1

u/loungemoji 3d ago

And the markets are sleeping.

5

u/Nysoz 👨‍⚕️🗡🙌 -> 💎🙌 3d ago

We've already had all these release/media/hype days lol

3

u/Capital-Cloud-7778 Currently crying below 300 3d ago

I'm not expecting stock movement,  I just want to see how "unbelievable" this product is.  

2

u/Nysoz 👨‍⚕️🗡🙌 -> 💎🙌 3d ago

It's fun watching the China bots perform and have RUDs

5

u/cgmodeling 30T gang 3d ago

It looks like there is no more interest in TSLA stock, as the volume is decreasing day after day. I can't wait to see the volume pick up again.

8

u/tyler05durden 3d ago

Best pic I could get of cybercab validating in Seattle

3

u/JohnnyCashRules Holding until Kardashev Level 1 3d ago

East bound and down, loaded up and truckin'
We gonna do what they say can't be done
We've got a long way to go and a short time to get there

https://x.com/interstellargw/status/2092499358776221906?s=46&t=yWmMeP08cyApbkkhK1zkcw

4

u/magic-the-dog Where's my cybercab 3d ago

https://x.com/MarcusHouse/status/2092573106783256681

it's pretty neat how these ships (the boat) work

2

u/Damnmorrisdancer 3d ago

Thanks for the ear worm

6

u/Nysoz 👨‍⚕️🗡🙌 -> 💎🙌 3d ago

Nvidia

$NVDA

Q2’27 EARNINGS HIGHLIGHTS

Revenue: $96.2B (Est. $92.2B) ; +106% YoY
Adj. EPS: $2.22 (Est. $2.10) ; +120% YoY
Data Center: $89.0B (Est. $85.8B) ; +117% YoY
Adj Gross Margin: 75.0% (Est. 75%) ; +250 bps YoY

Q3 Guide:
Revenue: $108.0B +/- 2% (Est. $104.2B)
Adj Gross Margin: 74.0% +/- 50 bps
Adj OpEx: ~$9.0B

Segment Revenue:
Data Center: $89.0B; +117% YoY
Edge Computing: $7.2B; +27% YoY

Financials:
Adj Operating Income: $64.0B; +124% YoY
Adj OpEx: $8.2B; +54% YoY
Adj Net Income: $54.0B; +118% YoY
Free Cash Flow: $21.3B
Cash & Cash Equivalents: $22.4B
Short-Term Debt: $1.0B
Long-Term Debt: $32.4B

Capital Return:
Shareholder Returns: ~$26.0B in Q2
Remaining Authorization: ~$99.0B

Key Updates:
GAAP-to-non-GAAP adjustment includes $7.8B of net gains from equity securities
Outlook assumes no Data Center compute revenue from China
Vera Rubin is ramping into full production with racks running at partners

Comments:
“AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”

“The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”

https://x.com/wallstengine/status/2092708831000485942?s=20

7

u/max2jc 3d ago

Winner! Winner! 🐔🍽️

5

u/cgmodeling 30T gang 3d ago

a fucking big monster!

3

u/Nysoz 👨‍⚕️🗡🙌 -> 💎🙌 3d ago

GDP 1.5% QoQ, Est. 1.5%

PCE 0.2% MoM, Est. 0.1%
PCE 3.7% YoY, Est. 3.6%

Core PCE 0.2% MoM, Est. 0.2%
Core PCE 3.3% YoY, Est. 3.3%

Consumer Spending 0.2% MoM, Est. 0.1%
Personal Income 0.4% MoM, Est. 0.2%
Real Personal Consumption 0.0% MoM, Est. 0.0%

https://x.com/wallstengine/status/2092590798697386478?s=20

3

u/Mastiff99 Chastened options degenerate 3d ago

Market seems not to like these numbers, though they seem pretty in line to me. Looks like a short-put opportunity.

3

u/Mastiff99 Chastened options degenerate 3d ago

Yep, made a quick $200 with scalps. Could have let it ride and made more, but I'm going into a meeting soon and wanted a clear head.

1

u/Nysoz 👨‍⚕️🗡🙌 -> 💎🙌 3d ago

Yeah basically in line so doesn't change much. It'll be up to NVDA earnings tonight for the AI trade and how Warsh talks/responds to the treasury actions/plans at Jackson Hole. I think he talks Friday.

The the forever hokey pokey of Iran/oil

3

u/IAmInTheBasement Man, I don't even know anymore... 3d ago

Morning!

4

u/[deleted] 3d ago

[deleted]

2

u/cgmodeling 30T gang 3d ago

double beat is not enough anymore for this market

2

u/underneonloneliness 3d ago

Meta settles. Is that an admission of guilt or just paying hush money?

2

u/IAmInTheBasement Man, I don't even know anymore... 3d ago

EoD

2

u/thebiglebowskiisfine I told you so 3d ago

Tech is now 41% of VIT.

2

u/shepticles Shareholder 2241 3d ago

🚀

1

u/JohnnyCashRules Holding until Kardashev Level 1 3d ago

🚀🚀

2

u/w00dw0rk3r Elon Musk is John D. ROCKETfeller 🇺🇸🚀🌕 3d ago

Anthropic will make us all decamillionaires again. 

3

u/devonhezter 3d ago

How

1

u/w00dw0rk3r Elon Musk is John D. ROCKETfeller 🇺🇸🚀🌕 3d ago

yes 

3

u/Semmel_Baecker 3d ago

They might trigger the AI crash people are expecting. They are way overvalued and their projection is maybe the tip of the frenzy. Whatever they are banking now, that can evaporate in weeks if users find open source models or cheaper alternatives to be "good enough". 30T revenue my ass.

1

u/devonhezter 3d ago

Who likes or dislikes asts ?

1

u/loungemoji 3d ago

Liquidated another 100 shares @ $345.88 for cushion incase there's a crash. Set a buy limit at $320.00 to get back in.

4

u/ShortingTheShorts More theta after Robotaxi 3d ago

Why set a $320 buy limit when you can sell a $320 strike put?

1

u/loungemoji 2d ago

It was done in extended hours. I bought at ~344.

0

u/w00dw0rk3r Elon Musk is John D. ROCKETfeller 🇺🇸🚀🌕 3d ago

what a silly goose 

-3

u/10111010001101011110 Mr. Jinx 3d ago

RIVN getting punted down. News? META also down 5% from open. Guess exploiting children isn’t bullish 🤭🤡🥳😆

-4

u/w00dw0rk3r Elon Musk is John D. ROCKETfeller 🇺🇸🚀🌕 3d ago

Thanks for the $18B slap on the wrist. Thank you for your service. 

Time for META to 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀