According to @StockMKTNewz, Tesla now reports 1.1 million Full Self-Driving subscribers, up from 800k in 2024, 600k in 2023, 500k in 2022, and 400k in 2021 (source: @StockMKTNewz). The accelerating subscriber base highlights expanding adoption of Tesla’s driver-assistance software and adds a recurring software layer that can enhance TSLA’s margin mix and revenue visibility for investors (source: @StockMKTNewz). Traders may track this momentum as a sentiment catalyst tied to autonomous driving leadership and software-oriented valuation frameworks versus hardware peers (source: @StockMKTNewz).

According to @StockMKTNewz, Tesla (TSLA) disclosed 650,000 cumulative paid Robotaxi miles and detailed a staged rollout: safety driver operations in the San Francisco Bay Area, an unsupervised ramp in Austin, a Dallas launch targeted for the first half of 2026, and a referenced Houston launch window not fully specified in the shared update. For trading, this update, per @StockMKTNewz, highlights progression from pilot to unsupervised operations, making regulatory clearance, growth in paid miles, and fleet deployment pace in Austin and Dallas key near-term catalysts to track for TSLA exposure.

According to @garyblack00, Tesla’s Q4 consensus adjusted EPS is 0.44 and his estimate is 0.42, but he emphasizes that minor EPS deviations matter less than management commentary for the stock reaction (source: @garyblack00 on X; Tesla Investor Relations). He highlights that Elon Musk’s timeline to remove safety monitors from Tesla’s robotaxis in Austin and the Bay Area is the key near-term catalyst for the ride hailing roadmap (source: @garyblack00 on X). He adds that expectations for how quickly Tesla can scale unsupervised autonomous ride hailing to additional regions could drive positioning more than the headline EPS figure (source: @garyblack00 on X). He references Tesla’s earnings consensus information as the basis for the EPS discussion (source: Tesla Investor Relations).

According to @StockMKTNewz, Tesla (TSLA) has signed a deal with Pilot Travel Centers to install electric truck charging stations at 35 Pilot locations, citing @SawyerMerritt. According to @StockMKTNewz, the targeted stations span major trucking corridors in California, Georgia, Nevada, New Mexico, and Texas, indicating a strategic buildout along freight routes. Based on @StockMKTNewz, traders may watch TSLA for execution milestones on site rollouts and potential charging revenue traction tied to heavy duty EV adoption.

According to @garyblack00, Tesla has begun removing safety monitors from its robotaxis in Austin, aligning with his prior view that TSLA would achieve unsupervised autonomy (source: @garyblack00 on X). According to @garyblack00, the core issue is TSLA’s valuation, highlighting a 2026 adjusted EPS P/E above 200x while five rivals tied to GOOG, BIDU, PONY, WRD, and AMZN are already delivering roughly 750k paid robotaxi rides per week without safety monitors (source: @garyblack00 on X). According to @garyblack00, NVIDIA is launching an unsupervised autonomous platform that could democratize autonomy for other OEMs, challenging TSLA’s exclusivity premium (source: @garyblack00 on X). According to @garyblack00, he exited TSLA at 358 in May 2025 due to valuation discipline despite liking the company and notes TSLA has lagged NDX and the Mag 7 year to date (source: @garyblack00 on X). According to @garyblack00, traders should remain cautious on TSLA at current multiples and monitor autonomy platform beneficiaries such as NVDA; the source does not cite any direct cryptocurrency linkages (source: @garyblack00 on X).

According to Gary Black, Tesla has begun removing safety monitors from its robotaxis in Austin following a company announcement, marking progress toward unsupervised autonomy. According to Gary Black, the core debate is valuation, with TSLA trading at an implied 2026 P/E above 200x despite his claim that five rivals (Alphabet, Baidu, Pony.ai, WeRide, Amazon) already complete roughly 750,000 paid robotaxi rides per week without safety monitors. According to Gary Black, Nvidia is launching an unsupervised autonomous driving platform that could democratize autonomy for other automakers, intensifying competitive pressure on Tesla’s premium multiple. According to Gary Black, he exited TSLA at $358 in May 2025 on valuation discipline, still liking the company’s execution but not the stock at current levels, and he notes TSLA’s year-to-date performance has lagged the NDX and Mag 7 despite autonomy progress.

According to @garyblack00, TSLA’s recent outperformance is due to multiple expansion, with the one year forward EPS multiple rising from 60x in Jan 2024 to 196x while 2026 and 2030 earnings revisions remain negative, including analysts’ Robotaxi and Optimus estimates. He adds that despite an expected 2026 to 2030 earnings growth rate of around 40 percent CAGR, the valuation is hard to justify at a 2026 PE of 196x and a forward PEG of 4.9x, according to @garyblack00. He also argues investors will eventually demand that TSLA earnings revisions turn positive, according to @garyblack00.

According to @StockMKTNewz, Elon Musk stated on X that he has not sold stock for about three years and bought roughly $1 billion of Tesla (TSLA) shares last year. Source: @StockMKTNewz on X, Jan 18, 2026, https://twitter.com/StockMKTNewz/status/2012759594062241877 For traders, Musk-linked headlines have historically influenced crypto assets like Dogecoin (DOGE), which has previously jumped following his posts. Source: Reuters coverage of DOGE moves after Musk tweets, Feb 4, 2021.

According to @CNBC, Katie Stockton reviewed some of Fairlead's best trades of 2025, highlighting Tesla and Estee Lauder, in a post dated Jan 5, 2026. Source: https://twitter.com/CNBC/status/2008268362371973172 The CNBC post links to the full review and identifies Tesla and Estee Lauder among the standout 2025 trades; the social post itself does not mention any cryptocurrency market implications. Source: https://www.cnbc.com/2026/01/05/katie-stockton-reviews-some-of-fairleads-best-trades-of-2025-including-tesla-and-estee-lauder.html?taid=695c194826fe2c00014c1647&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter

According to @StockMKTNewz, Tesla has officially confirmed production of its 9,000,000th car on Dec 30, 2025 (source: @StockMKTNewz). The post provides a milestone update but does not include additional details such as model mix, factory allocation, or delivery timing (source: @StockMKTNewz). The source also does not mention any cryptocurrency market impact or tokenized TSLA instruments (source: @StockMKTNewz).

According to CNBC, Canaccord stated that Tesla’s demand slowdown is temporary and raised its TSLA price target, indicating a more constructive broker stance for near-term trading on the stock (CNBC). CNBC’s post did not disclose the new target level or timing and did not reference BTC, ETH, or other crypto assets, so any crypto-market impact is not specified by the source (CNBC).

According to @CNBC, Waymo paused its robotaxi service in San Francisco following blackout-related chaos. According to @CNBC, Elon Musk said Tesla’s car service was unaffected by the outage. According to @CNBC, the report did not cite any direct impact on crypto markets.

According to @CNBC, a court ruled the cancellation of Elon Musk’s $56 billion Tesla compensation plan was too extreme and ordered the package restored, clarifying the status of the award for investors (source: @CNBC). With the legal uncertainty addressed, traders will monitor TSLA price action and options implied volatility around the headline for potential repricing of governance risk (source: @CNBC). Crypto traders may also watch DOGE for headline-driven volatility, as Musk-related news has historically coincided with abnormal returns in DOGE (source: Blockchain Research Lab, 2021).

According to @StockMKTNewz, Morgan Stanley downgraded Tesla (TSLA) to Equal Weight from Overweight and raised its price target to $425 from $410 on December 8, 2025 (source: @StockMKTNewz on X). No additional rationale or crypto-market linkage was provided in the post (source: @StockMKTNewz on X).

According to @garyblack00, Tesla shares slipped about 1.2% in premarket after Morgan Stanley cut TSLA to Equal-Weight from Overweight, citing downside risk to consensus and non-auto catalysts largely priced in; the bank set a $425 price target, 6.6% below the last close, and added $60 per share of equity value for the Optimus business, source: Bloomberg; Morgan Stanley research. Andrew Percoco assumed TSLA coverage as Adam Jonas shifted to cover AI stocks at the firm, source: Bloomberg. TSLA trades near 198x forward earnings versus 26x for the Nasdaq 100, highlighting a valuation premium, source: Bloomberg. Analyst breadth tracked by Bloomberg shows 28 Buys, 19 Holds, and 16 Sells with an average TSLA price target of $387.94, source: Bloomberg. For traders, the downgrade alongside an elevated multiple increases de-rating risk in high-beta tech, a backdrop historically associated with weaker BTC and ETH during risk-off periods, source: Kaiko cross-asset correlation research.

According to @StockMKTNewz, the rapid rollout of new 2x single-stock ETFs signals issuers are racing to list leveraged products across more large-cap stocks, creating near-term opportunities and risks for short-term traders, source: @StockMKTNewz, Nov 17, 2025. Traders should note that daily reset leverage amplifies both gains and losses and can cause compounding decay in volatile sideways markets, source: AXS leveraged single-stock ETF prospectus and GraniteShares leveraged single-stock ETF prospectus. Current coverage already includes high-volume names such as Tesla and Nvidia via existing leveraged single-stock ETFs, evidencing issuer capacity and infrastructure to expand to other mega caps, source: AXS TSLL fund documents and GraniteShares NVDL fund documents. The mechanics mirror leveraged Bitcoin futures ETFs such as the Volatility Shares 2x Bitcoin Strategy ETF, making this trend directly relevant to crypto traders monitoring BTC and ETH volatility and liquidity, source: Volatility Shares BITX prospectus. Actionable setup for day traders is to focus on catalyst windows like earnings and macro prints while using tight risk controls to manage rebalancing slippage and gap risk inherent to daily-reset products, source: issuer risk disclosures for leveraged single-stock ETFs and leveraged Bitcoin ETFs.

According to @StockMKTNewz, Bloomberg reported that Tesla (TSLA) is developing support for Apple’s (AAPL) CarPlay system in its vehicles, source: Bloomberg via @StockMKTNewz. The post provides no rollout timeline or model list, source: @StockMKTNewz. This headline is specific to TSLA and AAPL equities; the report mentions no cryptocurrencies, indicating no direct crypto-asset linkage based on the cited information, source: @StockMKTNewz.

According to @StockMKTNewz, a live stream on X with @SawyerMerritt and @WOLF_Financial is currently discussing Tesla TSLA. source: @StockMKTNewz on X, Nov 11, 2025 The shared access link is x.com/WOLF_Financial/status/1988276640468873258 for real-time viewing. source: x.com/WOLF_Financial/status/1988276640468873258

According to @StockMKTNewz, Cathie Wood and Ark Invest sold 71,638 shares of Tesla TSLA on Nov 8, 2025, source: X post by @StockMKTNewz dated Nov 8, 2025. The post cites an @ArkkDaily trade update as the origin of the disclosure, source: X post by @StockMKTNewz dated Nov 8, 2025. The disclosure did not mention any crypto assets, indicating no direct crypto-market linkage in the source, source: X post by @StockMKTNewz dated Nov 8, 2025.

According to @business, Tesla shareholders did not approve a proposal authorizing the board to invest in Elon Musk’s AI startup xAI, meaning the board currently lacks shareholder authorization to take a stake in the company (source: Bloomberg via @business, Nov 7, 2025). According to @business, the outcome clouds prospects for Tesla to take an equity stake in xAI, removing immediate clarity on any corporate tie-up pathway (source: Bloomberg via @business, Nov 7, 2025). The source did not cite any direct implications for cryptocurrency markets or digital assets (source: Bloomberg via @business, Nov 7, 2025).