- TSLA dropped ~18% after mixed Q2 results. Traders shifted focus from delivery growth to profit risks tied to Tesla’s planned heavy spending on AI, Robotaxi, Optimus and factory expansion.
- Analyst Gordon Johnson estimates Tesla FSD annual revenue at ~$1.8B based on disclosed users and says the market values FSD near $350B — about 200× his revenue estimate.
- TSLA expands AI hardware: deploying Megapod systems, developing AI5 and AI6 chips (AI5 to support Optimus), and ordering equipment for an Austin fab to add masks, memory, packaging, testing.
- Short sellers booked about $9.1 billion in year-to-date mark-to-market gains on Tesla (TSLA) shorts, the largest unrealized short profits reported so far this year.
- TSLA added voice control in its 2026 Summer Update: climate, calls, music, glovebox and vehicle queries via Grok, a cabin assistant separate from Full Self-Driving.
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Key facts: Tesla, Inc. down ~18%; FSD $1.8B vs $350B; AI5/AI6 rollout
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TSLA dropped ~18% after mixed Q2 results. Traders shifted focus from delivery growth to profit risks tied to Tesla’s planned heavy spending on AI, Robotaxi, Optimus and factory exp