InvestAnswers on $TSLA (Nov 6, 2026)

Nvidia down nearly 7%, Tesla down 9%, but they rebounded hard today.

Tesla 160 billion.

Elon post on screen that um Tesla will be scaling back the production of I think the best car ever made in the history of the planet. It's the Cybert truck. Um and they're scaling it back not because obviously it's, you know, it's expensive car, it's a fancy car, etc. But they're scaling it back to make room at Giga Texas to build more cyber cabs. the line currently for cyber cavs can only make 125,000 a year.

They're making more. So when you take this tweet and you break it down to fundamentals, that means they're going to probably double production of Cyber Cab to guess what? Another line for 125,000. That' be quarter of a million a year.

Tesla killed the Model S and the Model X to make room to build Optimus. Now they're killing the Cybertruck to make room to build the Cyber Cab. And what's next? Maybe Model 3. But that wouldn't surprise me because if you can build a car for $15,000 that makes 50,000 a year and is designed to run a million miles, which could be 10 years of work perhaps allegedly.

Um, it makes a very clear point that there's no point in making, you know, if you if you can sell a donut for $50,000 every year or sell the doughnut one time and make $6,000 margin, what would you do?

The answer is you'd only sell one donut. That would be the $50,000 donut dollar donut that you rent out every year.

Anyway, um that's the economics and the future will be driven by economics. Uh so it's good news for Tesla. Tesla, by the way, is very strong today, too. Very big rebound.

He said Tesla's chip effort and he Herbert retweeted Ming who is a top uh Tesla analyst. Tesla's chip effort is moving at Tesla speed, not semiconductor speed. Elon says terrafab is going well and futurazza watch the video d etc. And Elon said again he retweeted I said Tesla terapab is moving very very fast.

So that could be good. Imagine a car company and a space company building by far the biggest memory and semiconductor and packaging plant on the planet. The scale of their ambitions is second to none and Elon seems very confident that they can pull this off very quickly.