Ed Carson

How important is it? It certainly seems to be a big step up as a Level 2 driver-assist system. We'll have to see how v14 shakes out in terms of progress there is toward self-driving. That's a high bar. 2/2

It's still early, but the Tesla FSD tracker - the closest thing to "real" FSD data - is signaling a notable improvement with v14. So far, out of 3K miles tracked, there have been no critical disengagements. At some point we'll get some, but it's a great start. 1/ teslafsdtracker.com

What an awful fucking story

Australia and the U.K. are great markets to view the EV battle. Rich nations, but not much in the way of local champions (esp. Australia). No big tariffs.

Limit the damage, buy some time. Maybe the tariffs go away after Trump, but these countries will presumably shift their economies and politics toward China.

Yeah, I was thinking of the broader Geely Group, including Volvo, Zeekr, etc.

With Geely booming and Tesla set to see a post-Q3 drop-off, will get interesting on the BEV front.

Good point on the Asia "deals." I was trying to cover a number of topics in limited space.

Geely is the world's No. 2 EV maker (including PHEVs) and absolutely booming. Not sure about BEV sales but it must be getting close to Tesla for No. 2 (esp. after Tesla's Q3 one-off).

Meanwhile, it's peak earnings week. Meta/Microsoft/Google/Amazon artificial intelligence comments and capex plans have enormous implications for AI, which is leading the stock market and economy.

The Fed is set to cut rates on Wed., with markets betting on a Dec. move as well. 2/2

Futures: China Trade Deal Close; Huge Earnings On Tap Upcoming tech titans' earnings have huge AI implications. A Fed rate cut is on tap.

Futures loom amid huge news.
A China trade deal seems close ahead of a Trump-Xi meeting. Trump makes several Asia trade deals with Brazil talks set to start - a day after hiking Canada tariffs. Argentina is holding midterm elections. 1/2
www.investors.com/market-trend...

Tesla Earnings Call Missed This One Word Again "Unboxed" manufacturing hasn't been mentioned for the last two Tesla earnings calls.

A Tesla earnings call tidbit, or lack thereof.

For a second straight call, Tesla didn't mention the "unboxed" manufacturing process. Unboxed, w/the goal of halving production costs, is key for the Cybercab. Elon Musk did say Cybercab production starts in Q2 2026.

www.investors.com/news/tesla-e...

Tesla Earnings Miss. Elon Musk Call Looms. (Live Coverage) Q3 revenue tops forecasts, but investors focused on Musk comments about robotaxis.

Tesla misses views ... but hey, Q3 was a one-off anyway.

Elon Musk is on deck with the conference call due to start at 5:30 p.m. ET.

Follow IBD's live coverage.
www.investors.com/news/tesla-e...

The stock market dived Friday on Trump's tariff threats. Investors should have cut some exposure, and ready to do more if the selling continues.

Oracle AI World starts Monday. JPMorgan, Goldman Sachs and Taiwan Semi earnings are this week.

Tesla tumbled, but the chart may be constructive. 2/2

Futures: Trump Says 'All Will Be Fine' After 100% China Tariff Was the stock market dive a one-off or the start of a downturn? Oracle AI World looms.

Buckle up: Dow futures open at 6 p.m. ET. amid whipsaw U.S.-China news.

President Trump says "don't worry about China" after his late Friday move to impose an extra 100% tariff on Chinese goods. 1/

Beijing said its rare earth/EV battery curbs were defensive moves. www.investors.com/market-trend...

Trump thinks Portland is in flames and gasoline is below $2. Is he watching 2020 documentaries as current news?

Take *that* New York Times!

Futures: Markets Hit New Highs; Taiwan Semi On Tap Tesla has forged a new handle buy point.

The S&P 500 and Nasdaq hit new highs Wed. on Nvidia CEO Jensen Huang's AI comments. NVDA rose in a buy zone, Broadcom flashed a buy signal, while AMD surged. PWR, CRWD, SNOW are also in buy areas. TSLA has a new buy point. Taiwan Semi sales, Delta earnings are due.
www.investors.com/market-trend...

So, Cybercab or no, Tesla's fortunes - and especially TSLA's fortunes - rest in self-driving more than ever.

It's a little puzzling that Tesla's cheap EV launch stepped on the FSD v14 release. 4/4

But after this, there's nothing really left in Tesla's EV pipeline. Yes, the Cybercab, but that obv. needs true self-driving. It also needs the unboxed manufacturing process. Tesla seems to be making "unboxed" progress, but may not be ready and the savings may not be there. 3/

A ~$5,000 discount in China, Europe, other markets may work fine. I don't know what the demand will be or how much they will cannibalize the "real" Y/3 ... but the margins should be similar. 2/

Stocks Weather Oracle News; Tesla Skids On This The major indexes all found support above their 10-day moving averages.

Thoughts on Tesla's new cheap Model Y and 3, some of which is in the story link.

Don't see how this does well in the U.S. The cheap Y/3 offer a lot less and are effectively more expensive than the regular Y/3 were with the tax credit. 1/
www.investors.com/market-trend...

Attacking An Oil Production System Some Of The Nuts And Bolts--Starting With Refineries

Hi all, just sent out this free post to explain what matters (and what does not) in the Ukrainian campaign against Russian oil refineries. It discusses why the campaign now seems more successful, but also what else needs to happen to have a greater strategic effect. open.substack.com/pub/phillips...

Tesla Is Sued by Family Who Says Faulty Doors Led to Daughter’s Death

Quite a number of trapped-in-Tesla deaths. EV maker recently said it'll finally address the design issues, but could face significant liability as cases slowly work through the courts.

In the meantime, when riding in a Tesla, know your exit strategy!
www.nytimes.com/2025/10/02/b...

Tesla Stock Falls Despite Record Q3 Deliveries The now-expired EV tax credit turbocharged U.S. demand.

Record Tesla deliveries are a sell-the-news event. TSLA had run up ahead of the Q3 delivery figures, but shares have mostly been rally on self-driving hopes.

Deliveries set to tumble in Q4 with U.S. tax credits expired.
www.investors.com/news/tesla-s...

Well, it rhymes with thrift...

Tesla China finishes Q3 strong but global deliveries are all about this.
www.investors.com/news/tesla-s...

Liberal Democrats can make this happen in the big cities they dominate via zoning reform. That is starting to happen.

But when one considers Marin County, the LA mayor and many left-NIMBYs ... I suspect many liberal Dems don't really believe this (and least in their neighborhood).

Tesla Deliveries Due, But This Is The Big News For TSLA Bulls Expiring U.S. tax credits fueled Q3 demand. A major self-driving update is on tap.

Tesla deliveries for Q3 could near or even top the Q4 2024 record. But that may not be the EV giant's most important news of the week.
www.investors.com/news/tesla-d...

Is the market pullback over? Indexes found support at their 21-day line and many growth names rallied well off lows. But stocks have fallen for 3 days. What will be "obvious" next week isn't right now.

Palantir, Nvidia lead 5 stocks near buy points.
www.investors.com/market-trend...