Tesla Market Pulse

Terafab AI Chip Launch

• 🔥 Elon Musk Announcement: Elon Musk announced on X that Tesla will kick off the Terafab project within the next seven...

Market-moving alert: Elon Musk confirms Terafab kicks off in next 7 days for AI-enhanced vehicle production.

• In-house AI chips accelerate FSD,...

Key 2026 Model S/X downgrades:

• Reduced in-car memory storage and dedicated GPU
• Driven by cost-cutting measures
• Resources shifted to areas mattering most to average buyers

Monitor FSD/Autopilot performance impacts.

Tesla AI5 matches NVIDIA H100 power but runs 5x cheaper – a bold efficiency claim video scrutinizes for trustworthiness.

Tesla teams up with LG Energy Solution for LFP battery production facility construction. Key update from latest market briefing.

Specialized Tesla Model Y fleet with Robotaxi-specific hardware spotted in Henderson parking lot—Las Vegas poised as next rollout hub. Early hardware deployment evidence amid autonomy push.

Terafab Launch & Financials

• 🔥 Terafab AI Chip: Tesla disclosed its Terafab AI chip project launches March 21, sending shares higher.
• Capex...

Roadster promises hit déjà vu:

• Elon Musk tweets "New Roadster unveil hopefully next month" for April 2026.
• 2017 prototype promised for 2020,...

Terafab confirmed: Launches March 21 for AI chips in self-driving, Cybercab, Optimus—driving shares higher on concrete timeline.

• Capex surge: 2026...

US confirms Tesla as buyer in LG's $4.3B LFP battery deal, ending speculation.

• Domestic production: LFP prismatic cells from retooled Lansing, MI...

TSLA holds its ground among AAPL, NVDA, MSFT, AMZN in the trillions market cap battle:

• Critical levels: Watch 384 (support?) and 418 (resistance)
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Market Highlights

• 🔥 TSLA Breaks $400: Tesla stock is breaking $400 and entering a decision zone.
• 🔥 China Sales Surge: Sales of Tesla's...

Surprise reveal: Elon Musk announced Terafab, Tesla's proprietary wafer fab for autonomy AI chips, launching within 7 days from March 14.

• Key...

U.S. government confirms on Monday that Tesla and LG Energy Solution signed a $4.3 billion supply agreement – major boost for Tesla's production scaling.

Tesla unveiled Digital Optimus, an AI agent that views screens in real-time, understands contexts, and controls keyboard/mouse for tasks like...

Tesla is expanding beyond EVs with regulatory approval to supply electricity to households—one of two major future catalysts unveiled, signaling longer-term growth in energy.

Critical $400 level tested as TSLA enters key battleground.

• Charts reveal: Weekly/daily signals, 200-day MA role—breakdown or bull correction?
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Tesla's China-made EVs rocketed 91% higher in February sales, the fourth consecutive monthly increase from Shanghai. Strong signal for China deliveries surge and potential Q1 upside.

Major milestone: Tesla's 4680 cell production at Gigafactory Texas has reached significant scale. The facility's capacity now supports cells sufficient for key vehicle output, strengthening in-house manufacturing.

Key Optimus Gen 3 updates from Elon Musk:

• Final development phase: Tesla Bot Gen 3 entering final development, production could begin soon.
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