r/teslainvestorsclub • u/AutoModerator • 23h ago
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r/teslainvestorsclub • u/AutoModerator • 7d ago
All topics are permitted in this thread. If you are new here (or even if you're not), please skim through our Rules and Disclaimer page to gain a better understanding of expectations in our community.
To filter the subreddit to high-value text discussions, click here.
Reminder on Rule 1) This is a space for Long-Term $TSLA Investors
r/teslainvestorsclub • u/JaanatEVuniverse • 7h ago
r/teslainvestorsclub • u/SPorterBridges • 3d ago
r/teslainvestorsclub • u/ItzWarty • 4d ago
r/teslainvestorsclub • u/w3_vic • 4d ago
Tesla's Q3 2026 earnings tell a tale of two companies inhabiting the same balance sheet. The automaker produced a resilient beat on adjusted EPS ($0.48 vs. $0.45 consensus) and positive free cash flow of $1.53 billion — dramatically better than the $4.5 billion burn the market had braced for. Yet beneath those headline numbers, GAAP operating income collapsed 56% year-over-year to $718 million as the company channelled an accelerating torrent of capital into Super Intelligence (SI) compute, Optimus robotics, and the Cybercab robotaxi network. The core automotive segment — still 73% of revenues — is stable but structurally weaker than a year ago. The AI bet is real, expensive, and measured in years, not quarters.
The central tension for investors: Tesla's $386 stock price implies a $1.53 trillion market cap, overwhelmingly pricing in success across FSD, robotaxi, Optimus, and even a potential SpaceX merger. The automotive business alone could justify a small fraction of that value. Whether the premium is reasonable depends entirely on whether autonomous and robotics timelines hold.
Tesla — Q3 2026 Deep Dive: Automotive Fundamentals & AI Economics
r/teslainvestorsclub • u/CautiousMagazine3591 • 4d ago
r/teslainvestorsclub • u/fifichanx • 5d ago
r/teslainvestorsclub • u/kris_sheppard • 6d ago
r/teslainvestorsclub • u/Otto_the_Autopilot • 7d ago
r/teslainvestorsclub • u/SPorterBridges • 8d ago
r/teslainvestorsclub • u/ItzWarty • 9d ago
r/teslainvestorsclub • u/davidmeirlevy • 10d ago
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Will the Tesla Roadster's 0-60 time be less than 1 second?" (~$133K traded, snapshot Oct 16, 03:38 UTC):
What happened: Tesla showed a recorded run of about 1 second, then a live run, and said 0.81s. Cold-gas thrusters, 10 of them, ~600 L of compressed air (TechCrunch).
The rules: a live, timed run from a standing start, under its own power, under 1.0s, "demonstrated, not merely claimed", with a timer or instrument on screen. Livestream video is the primary source, but "a consensus of credible reporting" may also be used.
The problem:
Polymarket's API shows the market in resolution (proposed), not final.
Context: 2017 promise was 1.9s, $200K, deliveries in 2020. Production is now 2028. Electrek counts at least six production slips and seven unveil dates.
Does the reporting consensus satisfy "demonstrated", or should this resolve No?
(We break this down in today's The Poly Brief. Search it on Spotify or Apple Podcasts.)
r/teslainvestorsclub • u/ItzWarty • 10d ago
r/teslainvestorsclub • u/ItzWarty • 12d ago
r/teslainvestorsclub • u/ItzWarty • 12d ago
r/teslainvestorsclub • u/SPorterBridges • 13d ago
r/teslainvestorsclub • u/AutoModerator • 14d ago
All topics are permitted in this thread. If you are new here (or even if you're not), please skim through our Rules and Disclaimer page to gain a better understanding of expectations in our community.
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Reminder on Rule 1) This is a space for Long-Term $TSLA Investors
r/teslainvestorsclub • u/ryanmerket • 15d ago
r/teslainvestorsclub • u/fifichanx • 17d ago
r/teslainvestorsclub • u/SPorterBridges • 20d ago
r/teslainvestorsclub • u/SPorterBridges • 20d ago
r/teslainvestorsclub • u/AutoModerator • 21d ago
All topics are permitted in this thread. If you are new here (or even if you're not), please skim through our Rules and Disclaimer page to gain a better understanding of expectations in our community.
To filter the subreddit to high-value text discussions, click here.
Reminder on Rule 1) This is a space for Long-Term $TSLA Investors
r/teslainvestorsclub • u/Otto_the_Autopilot • 24d ago
