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 @garyblack00, Tesla issued a press release circulating an Investor Relations–compiled Q4 2025 delivery consensus of 423K, which he characterizes as highly unusual for the company, source: Tesla Investor Relations press release; @garyblack00. He notes Bloomberg’s Q4 delivery consensus stands at 445K and can be stale if analysts do not update promptly, underscoring a 22K gap between commonly referenced benchmarks, source: Bloomberg consensus as cited by @garyblack00. He infers that distributing the lower IR-derived consensus signals 4Q actual deliveries are likelier around 420K than 445K, setting expectations toward the lower band into the print, source: @garyblack00. For crypto traders, cross-asset context matters: BTC’s correlation with the Nasdaq 100 has intermittently turned positive in 2023–2024, so risk sentiment around large-cap tech like TSLA can affect digital assets in the short term, source: Kaiko research.

According to @garyblack00, the next major TSLA catalyst is the removal of safety monitors in robotaxis in Austin by year-end, which would signal an imminent scale-up (source: @garyblack00). Over the last six months TSLA is up 47% versus NDX up 12% and Mag 7 up 22%, indicating the catalyst may be partly priced in (source: @garyblack00). Year to date TSLA is up 15% versus NDX up 21% and Mag 7 up 24% as FY 2026 adjusted EPS estimates have declined 46% on EV share losses (source: @garyblack00). Valuation is highlighted as extended at a 2026 P/E of 213x versus 35% long-term annual earnings growth, implying a 6.1x PEG and warranting caution (source: @garyblack00). No direct cryptocurrency market impact is cited by the source (source: @garyblack00).

According to @StockMKTNewz, Elon Musk’s stake in SpaceX is valued at $317B. According to @StockMKTNewz, Elon Musk’s stake in Tesla (TSLA) is valued at $196B. According to @StockMKTNewz, Larry Page’s stake in Google/Alphabet (GOOGL) is valued at $225B. According to @StockMKTNewz, Jeff Bezos’ stake in Amazon (AMZN) is valued at $205B. According to @StockMKTNewz, Larry Ellison’s Oracle (ORCL) stake was referenced, but the value was not provided in the shared excerpt.

According to @garyblack00, The New York Times published a negative report on Tesla’s robotaxi efforts in Austin, noting heightened scrutiny of operations alongside competitors such as Waymo (source: Gary Black on X, Dec 26, 2025; source: The New York Times, Dec 25, 2025). According to @garyblack00, investors are already aware of Elon Musk’s vow to remove safety drivers from some or all TSLA robotaxis in Austin by year-end, and he believes that is likely discounted in the stock (source: Gary Black on X, Dec 26, 2025). According to @garyblack00, TSLA is up about 47% over the last six months versus the Magnificent 7’s 24%, while year to date TSLA is +18% versus the Magnificent 7’s +25% (source: Gary Black on X, Dec 26, 2025). According to @garyblack00, he currently holds no position in TSLA (source: Gary Black on X, Dec 26, 2025). From a crypto-market perspective, neither source references cryptocurrencies, so no explicit crypto impact is identified in the coverage (source: Gary Black on X, Dec 26, 2025; source: The New York Times, Dec 25, 2025).

According to @garyblack00, Tesla has the most profitable EV business model, is close to scaling generalized unsupervised autonomy, plans Optimus robot manufacturing in 2026, and benefits from a fully engaged Elon Musk. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. He argues TSLA’s valuation is stretched at a 2026 P/E of about 220x versus long-term forward EPS growth of roughly 35%, implying a ~6x PEG, with earnings estimates down 11% over the last three months and 47% over the past year. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. He identifies the next major trading catalyst as Tesla announcing removal of safety monitors from some Austin-built cars, signaling readiness for unsupervised autonomous driving and robotaxis. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. He notes Elon Musk has promised this by year-end, which he believes explains why TSLA shares continue to trend higher. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. For crypto market watchers, this update does not reference digital assets and provides no direct signal for BTC or ETH flows. Source: Gary Black (@garyblack00) on X, Dec 23, 2025.

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 @garyblack00, the Delaware Supreme Court overturned the Delaware Chancery Court’s adverse ruling against Elon Musk’s 2018 Tesla pay plan, reversing the prior judgment against the award (source: @garyblack00 on X). For trading, the source-reported reversal reduces governance headline risk tied to Tesla’s 2018 compensation package and could affect TSLA order flow, implied volatility, and positioning in upcoming sessions; traders can monitor opening gap behavior, volume-at-price zones, and options skew for confirmation (source: @garyblack00 on X). For crypto participants, large-cap tech legal clarity can shape broader risk appetite; use the source-reported decision as a catalyst to watch cross-asset risk sentiment during U.S. cash hours (source: @garyblack00 on X).

According to @WatcherGuru, the Delaware Supreme Court officially reinstated Elon Musk’s 56 billion Tesla TSLA compensation package from 2018, indicating the award is back in effect as reported in the post, source: @WatcherGuru. The post did not include a docket number, written opinion link, or implementation timeline, only stating that the package was reinstated, source: @WatcherGuru. The post also provided no details on TSLA price reaction, options flow, or any cryptocurrency market impact, source: @WatcherGuru.

According to @CNBC, Friday’s biggest analyst calls include Nvidia, Oracle, Apple, Tesla, Nike, FedEx, Generac, and CoreWeave, flagging these tickers as the session’s top focus for analyst-driven moves (source: CNBC). The post is a headline roundup and, in the tweet, does not list specific ratings or price targets; traders should review the linked CNBC report for the underlying analyst actions before placing trades (source: CNBC).

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.

According to @StockMKTNewz, Tesla’s $TSLA Cybercab was observed testing on public roads in Austin, Texas, with video evidence of the vehicle in traffic. source: @StockMKTNewz The post did not include specifications, timelines, or regulatory details beyond the on-road sighting. source: @StockMKTNewz Tesla has disclosed holding Bitcoin on its balance sheet in prior SEC filings, making TSLA-related product developments relevant to crypto investors who track corporate BTC exposure. source: Tesla, Inc. Form 10-K for year ended Dec 31, 2023 (SEC)

According to @garyblack00, his fund does not currently own TSLA and is neither bullish nor bearish, remaining on the sidelines due to what he views as a stretched valuation that already discounts success in unsupervised autonomy (source: @garyblack00 on X, Dec 18, 2025). He identifies the next major TSLA trading catalyst as the removal of safety monitors in Robotaxis, which would signal an imminent scale-up and is targeted by Elon Musk in Austin by year-end (source: @garyblack00 on X, Dec 18, 2025). He adds that despite the extended valuation, he does not view TSLA as a short candidate and does not short great companies; he cites assets under management above $300M and notes that not owning TSLA has not hurt performance this year (source: @garyblack00 on X, Dec 18, 2025). He also references other autonomy efforts from GOOG, BIDU, PONY, WRD, and AMZN as part of the competitive landscape already reflected in valuations, reinforcing his neutral stance (source: @garyblack00 on X, Dec 18, 2025). No direct cryptocurrency market implications were mentioned in the post (source: @garyblack00 on X, Dec 18, 2025).

According to The Kobeissi Letter, Tesla (TSLA) is back in record high territory after rising about 130% from its April 2025 low (source: The Kobeissi Letter on X, Dec 16, 2025). According to The Kobeissi Letter, the rally equates to roughly $900 billion in added market capitalization over seven months, underscoring the magnitude of the move for traders tracking megacap momentum and liquidity (source: The Kobeissi Letter on X, Dec 16, 2025). According to The Kobeissi Letter, the post did not reference BTC, ETH, or other cryptocurrencies, so no direct crypto-market read-through was provided by the source (source: The Kobeissi Letter on X, Dec 16, 2025).

According to @garyblack00, unsupervised autonomy is becoming table stakes for automakers, with GOOG at about 450,000 completed unsupervised autonomous rides per week and BIDU at about 250,000 per week, positioning TSLA, GOOG, and BIDU as current leaders; source: @garyblack00 on X, Dec 11, 2025. He adds that RIVN, PONY, WRD, and AMZN are expected to launch unsupervised autonomous ride-hailing platforms in 2026, framing 2026 as a key competitive timeline; source: @garyblack00 on X, Dec 11, 2025. The post does not discuss cryptocurrency market impacts; source: @garyblack00 on X, Dec 11, 2025.

According to @StockMKTNewz, TIME named its 2025 Person of the Year The Architects of AI, highlighting Elon Musk, Jensen Huang, Mark Zuckerberg, Lisa Su, Sam Altman, Demis Hassabis, Dario Amodei, and Fei-Fei Li with the roles listed in the post, including Tesla, Nvidia, Meta, AMD, OpenAI, DeepMind, and Anthropic leadership ties. source: @StockMKTNewz The honorees map directly to tradable equities NVDA, AMD, META, and TSLA via their leadership of Nvidia, AMD, Meta, and Tesla, which traders often use for direct AI-theme exposure. source: @StockMKTNewz For crypto, AI-linked assets commonly tracked by traders include FET, the native token of Fetch.ai, and RNDR, the utility token of Render Network, both positioned as AI infrastructure plays. source: Fetch.ai documentation; Render Network documentation Research shows spikes in investor attention can drive short-term price and volume effects across risk assets, so monitoring NVDA, AMD, META, TSLA, FET, and RNDR for volatility as this recognition circulates is a trading-relevant approach. source: Da, Engelberg, and Gao 2011; Liu and Tsyvinski 2018

According to @garyblack00, yesterday’s TSLA decline was driven primarily by Morgan Stanley downgrading TSLA to Hold from Buy, which he identifies as the dominant factor, source: @garyblack00. According to @garyblack00, investors are also questioning whether Optimus is being tele-operated from afar rather than being AI-driven, raising concerns that the platform is not scalable, source: @garyblack00. According to @garyblack00, the same scalability issue applies to Robotaxis if each vehicle requires a safety monitor, weakening the economic model, source: @garyblack00. According to @garyblack00, these concerns can pressure the AI-driven optionality premium in TSLA’s valuation and near-term sentiment until scalable autonomy is demonstrated, source: @garyblack00.

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).