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, the next major TSLA catalyst is the removal of safety monitors in robotaxis, signaling an imminent scale-up, with Elon Musk targeting Austin by year-end 2025; traders should watch for confirmation of safety monitor removal as a timing trigger, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, he currently holds no TSLA and maintains a neutral stance, staying on the sidelines due to what he views as stretched valuation that already discounts solving unsupervised autonomy alongside competitors such as GOOG, BIDU, PONY, WRD, and AMZN, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, despite extended valuation, TSLA is not a good short candidate and he does not short great companies, indicating a wait-for-catalyst approach rather than bearish positioning, source: @garyblack00 on X, Dec 19, 2025.