Negligible Capital on X
$TSLA ripping after GS raised their Humanoid Robot TAM yesterday to 6.5 million units, or a $138B market opportunity by 2035 The robots are coming
NASDAQ
Tesla, Inc.
TSLA
52 stories
$1.5T Market cap · 2026-11-04
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Tesla and SpaceX's Likely Merger, Portfolio Change
Tesla and SpaceX are increasingly integrated through Terafab, Optimus, Grok and Starlink, strengthening the case for a merger to pool…
PAA Research on X
While I'm quick to criticize @elonmusk and how he manages the Street (another area where he's clearly brilliant), but this interview is one of the many reasons why he deserves our universal respect for all that he's accomplished and what he could do for humanity going forward. THIS INTERVIEW IS ALMOST 20-YEARS OLD! $SPCX $TSLA
PAA Research on X
This is the "funding secured" moment for $SPCX. Will it matter for @elonmusk or the company? Probably not. We've been down this path before and the SEC blinked when there was a moment to enforce the rules we have in place with $TSLA. No question that no other executive gets away with this aside from Elon. This is a clear violation of the "quiet period" surrounding IPOs. To me the more interesting question is: why does Elon feel the need to provide 2030 guidance for his company a couple of days after the first trading day for $SPCX?
Investor Letters
Letters that discuss TSLA.
- Baron Funds Letter from Ron JUNE 30, 2026 SPCX $1.7TTSLA $1.5TMSCI $47B
- Rowan Street Capital Rowan Street 2025 Year-End Letter 2025 META $1.6TSHOP $193BTSLA $1.5T
- Loomis Sayles — Global Growth Fund Global Growth Fund Portfolio Review Third Quarter 2026 0ADF BA $136BMETA $1.6T
- Nightview Capital Q3 2026 Investor Letter Q3 2026 AMD $660BAMZN $2.9TH $17B
- Polen Capital 5Perspectives Growth Opportunities 5Perspectives Large Growth Commentary 3Q 2026 CRWD $222BMETA $1.6TMSFT $4T
- Pittenger & Anderson 2026 – 3rd Quarter Letter – Wall of Worry Revisited Q3 2026 AAPL $5TAMZN $2.9TGOOGL $3.5T
- North Sky Capital Rocketing Into Summer 2nd Quarter 2026 TSLA $1.5T
- CrossingBridge Advisors Q2 2026 Commentary - To Infinity and Beyond Q2 2026 ORCL $363BTSLA $1.5T
- Vision Capital Fund Vision Capital Fund - Q1 2026 Quarterly Letter Q1 2026 PME $15BPYPL $49BTSLA $1.5T
- Nightview Capital Q1 2026 Investor Letter Q1 2026 ADSK $56BAXON $31BNOW $106B
- TEAM Asset Management Investment Review 4th Quarter 2025 - Bulletproof 4th Quarter 2025 AAPL $5TAMZN $2.9TGOOGL $3.5T
- Social Capital 2025 Annual Letter 2025 TSLA $1.5T
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