TSLA News & Signals

news6h agonews

Musk predicts ‘guppy-level death’ as SpaceX closes $40B GPU deal.
Elon Musk credits Starlink and SpaceX’s rockets for the financing. The 200 or so companies that rent out chips have neither.

72/100·B+Long+6

NYT7h agonews

Live: Elon Musk has made another donation to support a Republican in a battleground-state race. Musk gave $835,000 last week to a committee called Michigan Victory 2026 that was set up to boost the Republican gubernatorial candidate John James, according to a new campaign-finance filing. Last week, The Times calculated that Musk’s political giving in the 2025-26 midterms cycle was at about $469 million so far.

meme11h agomeme

💜 Reply to @solana: Finalized before you finish reading this sentence. Alpenglow cut Solana’s finality to ~150ms, J.P. Morgan brought its tokenized money market funds onchain, and a tokenized stock did twice as much volume on Solana as on traditional exchanges. Here’s what shipped: 📰 Headline News - @anza_xyz shipped Alpenglow, slashing finality to ~150ms in Solana's biggest consensus upgrade yet - @JPMorganAM’s tokenized money market funds went live on Solana - @xStocksFi’s VIDAx did 2x the volume on Solana vs traditional exchanges over 30 days 📰 Launches - Tokenized $TSLA, $META, and $AAPL went live via @sunrise, issued by @BackpackOnchain - @JupiterExchange embedded native swaps into @DecryptMedia - @1inch enabled trading for @Ondo's 450+ tokenized equities and ETFs on Solana - @reflectmoney Create went live, enabling launch of custom yield-split stablecoin - @BlockRunAI activated Zero Data Retention for privacy-first AI inference - @birdeye_data launched Peak, a unified digital asset terminal for institutions - @orca_so added Adaptive Fee profiles, featuring dynamic "Launch Spike" and "Quick Reset" curves - @altitude shipped multi-entity support for unified corporate treasury and card management - @listendotmoney debuted a vibe trading platform powered by AI agents for research and execution - @MeteoraAG overhauled its DAMM v2 UI with max slippage controls and split-liquidity tools - @alienorg integrated Solana Attestation Service to launch Proof of Human identity - @openappsxyz launched AdPad, a USDC-settled peer-to-peer ad marketplace - @Beezie opened Base-to-Solana migration for collectibles and wallet funds - @Gableguardians shipped its free-to-play mobile game on @Android - @peopledotfun opened the waitlist for its conviction trading platform 📰 Milestones - Tokenized stock holders on Solana crossed 1.5M unique addresses - Solana processed 8.92B successful non-vote txs in Q3 2026, up 104% from Q4 2025 - @humafinance processed $20B in payment volume, up nearly 3x YoY - @Backpack Securities crossed $6B in cumulative volume - @sunrise cleared $15B in total volume in under a year - @Collector_Crypt recorded its biggest day yet with $24.3M gross revenue and 123K+ packs opened - @solanamobile's dApp Store crossed 1,500 live apps - @kamino’s AUTO Market surged 8x in a month, passing $170M in deposits - Tokenized $SKHY via @sunrise surpassed $500M in cumulative volume - @Raydium LaunchLab distributed tokenized stocks to 300K+ unique holders - @solflare and @PhoenixTrade's wallet perps integration crossed $200M in volume - @GrailBreak hit $1.5M in trading volume - @hylo_so closed a $1M strategic round led by @SolanaVentures with participation from @colosseum - @useDiversiFi climbed past $500K in total value locked Three weeks to Breakpoint, and the next wave of speakers is confirmed. The City of London, the NYSE, the NBA, and the World Series of Poker, all on one stage. Artwork by @doodles 🔥

78/100·ALong+17

meme11h agomeme

Premarket movers: Mag 7 stocks are mostly higher: Meta Platforms (META) up +2.4% after announcing sale of up to $95 billion in common and preferred stock; Tesla (TSLA) gains 1.8% as Barclays upgrades to overweight from equal-weight, citing M&A opportunity with SpaceX; Alphabet (GOOGL) +0.5%, Amazon (AMZN) +0.2%, Microsoft (MSFT) +0.4%, Nvidia (NVDA) +0.4%, Apple (AAPL) -1.7%. US-listed shares of Brazilian companies, and those exposed to the country, slump after President Luiz Inácio Lula da Silva surprised the markets to come from behind to win a runoff election. Among movers: PagSeguro (PAGS) -32%, NU Holdings (NU) -25%, MercadoLibre (MELI) -14% ArriVent Biopharma (AVBP) is trading higher by 4.5% after early-stage data for the company’s ARR-217 product candidate was presented at ESMO, a key cancer conference. Booz Allen Hamilton Holding Corp. (BAH) rises 0.9% as it is being upgraded to buy from hold at TD Cowen, which writes that shares of the IT services company look attractively valued in the wake of long-term share-price weakness. Borr Drilling shares (BORR) drop 8.2% after the company said search and rescue operations are ongoing for five individuals who remain unaccounted for after its Prospector 5 drilling rig sank during jacking operations offshore Gabon on Oct. 24. Coinbase Global Inc. shares (COIN) are down 1.7% as Bernstein cut its price target on the exchange to $250 from $330 on lower expected crypto volumes. Equifax Inc. (EFX) falls 3.5% after it was cut to sector perform from outperform with RBC saying the the recent stock rally “off the lows has left risk/reward more balanced” given concerns on higher rates, regulatory overhand and consumer lending pressure. Fair Isaac Corp. (FICO) falls 9.2% after it was cut to equal-weight from overweight at Wells Fargo, citing its lower-than-expected 2027 pricing announcement. FirstEnergy Corp. shares (FE) rise 0.5% after BMO Capital Markets initiated coverage of the utilities company with a recommendation of outperform as it sees an attractive valuation. Lockheed Martin Corp. shares (LMT) are up 1.4% after Morgan Stanley upgraded the defense company to overweight from equal-weight, writing that a recent deal for F-35 fighter jets “takes significant risk out of the stock.” Moderna (MRNA) slumps 8.2%, set to extend their decline for a third session, after the drugmaker gave results from a trial of its experimental vaccine used in the treatment of pancreatic cancer. Nutanix Inc. shares (NTNX) are up 5.3% after Guggenheim Securities started coverage on the infrastructure software company with a buy rating and $100 price target, seeing an ability for it to take market share. Range Resources (RRC) rises 8.9% after EQT (EQT -8.1%) agreed to buy the energy firm in an all-stock transaction to create a combined natural gas company with a pro forma enterprise value over $50 billion. Spotify Technology SA shares (SPOT) are down 1.4% after Phillip Securities downgraded the audio-streaming company to accumulate from buy, a move that comes in the wake of its recent results. Xencor (XNCR) climbs 31% after the drug developer gave updated results from an early-stage trial of its experimental drug for kidney cancer that impressed Wall Street.

72/100·B+Long+27

news15h agonews

Neocloud stocks fall as Elon Musk says more than 200 of them face 'guppy-level death' https://www.cnbc.com/2026/10/26/neocloud-stocks-today-coreweave-nebius-iren-elon-musk.html?taid=6adf145e1579270001ce06de&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter

78/100·AShort+5

news20h agonews

Elon Musk said SpaceX has closed $40 billion in debt financing to purchase graphics processing units, or GPUs, used to power artificial intelligence systems.

In a post on X on Sunday, Musk said SpaceX had closed the financing, adding that the company was investment grade and generated revenue from its Starlink satellite internet and rocket launch businesses.

In a follow-up post, he added that the financing is expected to arrive in the first and second quarters of 2027: http://cnb.cx/47Etgok

72/100·B+Long+4

news20h agonews

1. 国家信息化“十五五”规划：到2030年，我国信息化取得重大进展。
2. 国家信息化“十五五”规划：加快构建全国一体化算力网，推动算力、电力、网络协同发展。
3. 国务院：挖掘传统领域人工智能就业潜能，减缓人工智能应用就业替代影响。
4. 中国信通院报告：2026年6月国内Token日均消耗量约500万亿。
5. 信通院报告：大模型价格回升明显，词元价格较去年下半年翻倍，日均消耗量增长3倍。
6. 马斯克称SpaceX为采购GPU融资400亿美元。
7. 月之暗面推出Kimi K3.1 Pro，高速版提速2至3倍。
8. 无问芯穹与三体宇宙联合发布智子Agent 1.0。
9. OpenAI宣布最先进AI模型训练期间禁止直接访问互联网。
10. DeepSeek完成约1000亿元新融资，刷新中国AI行业单轮融资纪录。
11. AI新突破：通过面部照片预测癌症患者生存情况。
12. 英国将斥资6亿英镑布局AI安全，防范新兴生物威胁。(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-27), AMD reported basic EPS of 2.26, diluted EPS of 2.22, net income of USD 3.680 billion, and revenue of USD 21.789 billion. Consensus expectations: For the upcoming 2026Q3 event on 2026-11-03, consensus EPS is 1.9346 and consensus revenue is USD 13.078 billion.)

72/100·B+Long+8

meme10/25meme

Not actively. I've been pointing out issues with Neocloud/Colo financing since 2025 from $SLNH to $CRWV debt interest. And maintain my opinion only a few neoclouds would survive in a few years, given they build enough of a moat to differentiate themselves against hyperscalers. So I don't think Elon's comments are completely wrong about Neoclouds, but there's nuances. One example was $NBIS SOFR + 2.75% $3.5B facility with Citibank, which actually has better rates than GPU financing from $2T+ companies. So kinda hard to say neocloud financing has "entirely shut off" since this Citibank facility was announced 3D ago I'm not arguing the merits of Elon's claims here. There's some truth to them, even if they're framed in extremes. I'm happy to hear his opinion on the direction of the industry... but if they're mainly amplifying concerns about competitor downfall (which benefits $SPCX + $TSLA) There's some cause for concern about how healthy that is to the town square dynamic Elon originally envisioned with X. Reply to @wannabepanacea: @aleabitoreddit Do you ever go short? I think shorting a lot of the riskier neoclouds could be a good play after Musks tweets today

55/100·BShort+11

news10/25news

Tesla and SpaceX Explore Historic Merger as $TSLA Earnings Beat Highlights Shared AI Strategy(Historical earnings: For 2026Q2 (period ended 2026-06-30), SpaceX reported basic and diluted EPS of -1.12, net loss of USD 4.817 billion, and revenue of USD 12.508 billion. Consensus expectations: For 2026Q3, consensus expects EPS of 0.1674 and revenue of USD 12.978 billion.)

72/100·B+Long+1

news10/25news

$SPCX - SPACEX SECURES $40 BILLION IN DEBT TO BUY AI CHIPS

Elon Musk confirms SpaceX has closed $40 billion in debt financing to purchase GPUs, with deliveries expected in Q1 and Q2 2027.

The company reported:

Q3 revenue: $14.58B, up 161% year-over-year
Capital expenditures: $19.6B, nearly tripling
Terafab: First test chip targeted for May–June 2027

The key takeaway: SpaceX is aggressively expanding its AI infrastructure, backed by strong revenue growth and access to credit markets

72/100·B+Long+2

news10/25news

Elon Musk: It is Primarily Callable Debt for GPU Purchases That Will Arrive in Q1 and Q2, Not a Major Factor This Quarter

25/100·CNeutral+5

news10/25news

Elon Musk: SpaceX Closed $40b of Debt for GPUs

20/100·CNeutral+2

news10/25news

New Starlink in flight Wi-Fi review:

"I was flying over the Sierra Nevada mountain range recently when I had a tech experience that left me enthralled. It also shows why I believe @elonmusk is the greatest technologist working today. Simply stated, I was blown away.

Instead of playing a downloaded movie, I logged in to Netflix and couldn’t believe the quality of the streaming. So, I did what any broadband speed freak would do. I grabbed my Ookla app and tested the download speeds.

It came back at a blazing 408 megabits a second. That’s roughly 30% faster than the median speeds for U.S. households, the vast majority of which have hardwired connections.

I bring up this example because I believe it speaks volumes about how Musk just keeps on transforming the world around us."

In fall 2027, Southwest Airlines expects to complete a fleetwide rollout of Starlink, becoming the first major airline to do so.(Historical earnings: For 2026Q1 (period ended 2026-03-31), Netflix reported basic EPS of 1.25, diluted EPS of 1.23, net income of USD 5.283 billion, and revenue of USD 12.250 billion. For 2025FY (period ended 2025-12-31), basic EPS was 2.58, diluted EPS 2.53, net income USD 10.981 billion, and revenue USD 45.183 billion. Consensus expectations: For 2026Q4, consensus expects EPS of 0.7282 and revenue of USD 13.531 billion.)

35/100·CLong+8

news10/25news

Elon Musk explains how to build AI satellites on the moon from lunar silicon and aluminum, and says 500 to 1,000 terawatts a year cannot be launched from Earth

“Well, the lunar soil is 20% silicon or something like that. So you can mine the silicon on the moon, refine it, and create the solar cells and the radiators on the moon. So get the radiators out of aluminum. So there’s plenty of silicon and aluminum on the moon to make the cells and the radiators. The chips you could send from Earth because they’re pretty light. But maybe at some point you make them on the moon, too."

"Like I said, it does seem like a sort of a video game situation where it’s difficult but not impossible to get to the next level. I don’t see any way that you could do 500 to 1,000 terawatts per year launched from Earth.”

10/100·CNeutral+4

meme10/25meme

An 80-year-old praises Tesla FSD for making his 3,000-mile road trip easier and less tiring. Bill Sniffin took the trip with his wife and daughter. He says his Tesla handled about 2,800 miles while he stayed attentive and supervised. “This feature, alone, makes this car a good fit for an older person.” He loves driving, but gets tired more easily at his age. Tesla made the journey less tiring, helping him keep enjoying something he loves. This is why FSD matters for older people. Tesla is building technology that can make a real difference in everyday life. Retweeted by @elonmusk from @cb_doge

35/100·CLong

news10/25news

Finalized before you finish reading this sentence. Alpenglow cut Solana’s finality to ~150ms, J.P. Morgan brought its tokenized money market funds onchain, and a tokenized stock did twice as much volume on Solana as on traditional exchanges. Here’s what shipped: 📰 Headline News - @anza_xyz shipped Alpenglow, slashing finality to ~150ms in Solana's biggest consensus upgrade yet - @JPMorganAM’s tokenized money market funds went live on Solana - @xStocksFi’s VIDAx did 2x the volume on Solana vs traditional exchanges over 30 days 📰 Launches - Tokenized $TSLA, $META, and $AAPL went live via @sunrise, issued by @BackpackOnchain - @JupiterExchange embedded native swaps into @DecryptMedia - @1inch enabled trading for @Ondo's 450+ tokenized equities and ETFs on Solana - @reflectmoney Create went live, enabling launch of custom yield-split stablecoin - @BlockRunAI activated Zero Data Retention for privacy-first AI inference - @birdeye_data launched Peak, a unified digital asset terminal for institutions - @orca_so added Adaptive Fee profiles, featuring dynamic "Launch Spike" and "Quick Reset" curves - @altitude shipped multi-entity support for unified corporate treasury and card management - @listendotmoney debuted a vibe trading platform powered by AI agents for research and execution - @MeteoraAG overhauled its DAMM v2 UI with max slippage controls and split-liquidity tools - @alienorg integrated Solana Attestation Service to launch Proof of Human identity - @openappsxyz launched AdPad, a USDC-settled peer-to-peer ad marketplace - @Beezie opened Base-to-Solana migration for collectibles and wallet funds - @Gableguardians shipped its free-to-play mobile game on @Android - @peopledotfun opened the waitlist for its conviction trading platform 📰 Milestones - Tokenized stock holders on Solana crossed 1.5M unique addresses - Solana processed 8.92B successful non-vote txs in Q3 2026, up 104% from Q4 2025 - @humafinance processed $20B in payment volume, up nearly 3x YoY - @Backpack Securities crossed $6B in cumulative volume - @sunrise cleared $15B in total volume in under a year - @Collector_Crypt recorded its biggest day yet with $24.3M gross revenue and 123K+ packs opened - @solanamobile's dApp Store crossed 1,500 live apps - @kamino’s AUTO Market surged 8x in a month, passing $170M in deposits - Tokenized $SKHY via @sunrise surpassed $500M in cumulative volume - @Raydium LaunchLab distributed tokenized stocks to 300K+ unique holders - @solflare and @PhoenixTrade's wallet perps integration crossed $200M in volume - @GrailBreak hit $1.5M in trading volume - @hylo_so closed a $1M strategic round led by @SolanaVentures with participation from @colosseum - @useDiversiFi climbed past $500K in total value locked Three weeks to Breakpoint, and the next wave of speakers is confirmed. The City of London, the NYSE, the NBA, and the World Series of Poker, all on one stage. Artwork by @doodles 🔥

78/100·ALong+20

news10/25news

@grok @BassoRay98312 I cannot express to you how fucking crowded it is here lol.

5/100·CNeutral

news10/24news

Here are some of the companies building humanoid robot parts according to UBS

Robot makers:
- China: Unitree, UBTech, AgiBot
- Overseas: Tesla, Boston Dynamics (Hyundai), Figure AI, Agility Robotics

The brain (computing):
- Nvidia, Qualcomm, AMD, Intel
- China: Horizon Robotics, Cambricon, Huawei

The eyes (sensors):
- Sony, Cognex, Keyence
- China: Hesai, RoboSense

The body (batteries):
- CATL, LG Energy Solution, Samsung SDI, Panasonic

The joints (motors and gears):
- Harmonic Drive Systems, Nabtesco, Schaeffler, Nidec

If you're seeing this im sure you're interested in Robotics

My sponsors below at Krane Shares are doing a webinar on the topic ... the link to register is below

35/100·CLong+19

Twitter10/24news

Elon Musk: You can tell which side is the good side and which side is the bad side by which side wishes to restrict freedom of speech

The side that is restricting freedom of speech you know, that would have been the Hitlers, Stalins, and Mussolinis of the world

They had very strong censorship, very strong restrictions on speech. That’s one of the signs that they’re the bad guys

In fact, a restriction on speech and large government is fundamentally fascist, obviously. So ironically, in pushing for censorship, it makes it very clear that the left is the side that is against freedom

Freedom of speech is simply one of many freedoms that we should have as a civil society because ideas should win on the strength of their arguments. They should not win because they are suppressed

10/100·CNeutral+2

news10/24news

Forced to pick, Grok’s AI model chooses Republicans. OpenAI’s picks Democrats.

5/100·CNeutral+2

TSLA

Musk predicts ‘guppy-level death’ as SpaceX closes $40B GPU deal.Elon Musk credits Starlink and SpaceX’s rockets for the financing. The 200 or so companies that rent out chips have neither.

Neocloud stocks fall as Elon Musk says more than 200 of them face 'guppy-level death' https://www.cnbc.com/2026/10/26/neocloud-stocks-today-coreweave-nebius-iren-elon-musk.html?taid=6adf145e1579270001ce06de&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter

Elon Musk: It is Primarily Callable Debt for GPU Purchases That Will Arrive in Q1 and Q2, Not a Major Factor This Quarter

Elon Musk: SpaceX Closed $40b of Debt for GPUs

@grok @BassoRay98312 I cannot express to you how fucking crowded it is here lol.

Forced to pick, Grok’s AI model chooses Republicans. OpenAI’s picks Democrats.

Musk predicts ‘guppy-level death’ as SpaceX closes $40B GPU deal.
Elon Musk credits Starlink and SpaceX’s rockets for the financing. The 200 or so companies that rent out chips have neither.