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Breitbart’s nod to Elon Musk is so, so scary
Breitbart News Network featured a story this week on its website called “Elon Musk’s Tesla Stock Up $2 Billion Since Joining Trump’s Team.” The story argues that, as a result of recent Tesla stock increases, Musk owes allegiance to Donald Trump. Attention from the far-right Breitbart website, which is the most viewed U.S. conservative news, opinion, and commentary source in the U.S., comes at a time in which Elon Musk’s reputation has been questioned by his once-loyal following.
Why is the Breitbart story such bad timing for Musk?
Breitbart is known as the most significant misinformation site on the Internet. Privileging one set of representations over another, discourses like those typical within the Breitbart publication tend to claim the status of truth. Their discourses, which work as truth statements, make it difficult for many readers to identify how reality is shaped. Breitbart’s executive chairman, Steve Bannon, aligned the site so specifically toward a Trump vision of the world during the 2016 Presidential election that employees began to raise concerns about it being little more than a “fan club” for Trump.
Moreover, the right-wing outlet has been accused by some as being a hate site. Breitbart engages in coordinated plans to bring their particular brand of intolerance to the political realm in because their style of propaganda works well. Linked to relations of power, the Breitbart stories tend to be constructed and reinforced by those in professional positions like Bannon who hold a particular authority and, thus, create knowledge about certain subjects like climate change, health care, and trade.
In the article about Elon Musk this week, Breitbart referred to individuals who seek equality for all as “the left’s social justice warriors” and described Twitter reactions to Musk’s collaboration with Trump as “vicious colorful language that cannot be reported.” The implication here is that Musk followers are immoral, disreputable people whose language is so coarse that it is would clearly offend the enlightened Breitbart readership.
Yes, this was a week in which the Tesla Motors, Inc. CEO found himself defending his position on Trump’s executive order that limits immigration from seven predominantly Muslim countries. Musk has become a target of malaise due to his role on Trump’s manufacturing council. Disgruntled fans tweeted about how Musk could design a Mars mission but fail to retract a “BS Muslim ban;” what ownership of the competitor’s Chevy Volt would be like; and, his position on AG Sally Yates’ dismissal over the immigration issue. Some tweets, on the other hand, also supported Musk and implored him “to make a positive impact.”
Breitbart recounted that Musk’s attendance on “an official White House committee” (i.e. the Strategic and Policy Forum) on January 27 generated controversy. Breitbart characterized the comments as “mournful,” which cast Musk as leader of a losing battle to limit anthropogenic climate change through decentralized energy, especially the remarkable Tesla electric vehicle line. Breitbart noted Musk’s reply, which included, “It’s getting me down. I’m just trying to make a positive contribution & hope good comes of it.” Interestingly, the publication allowed Musk’s empathy and altruism to shine through the otherwise negative narrative.
Breitbart also added in the article that, “when it comes to U.S. employment and manufacturing, Musk’s companies are near or at the top as the fastest-growing players.” It seems clear from this statement that the Trump administration recognizes the power that Elon Musk has to create U.S. jobs and further the country’s emergence from the biggest economic downturn since the Great Depression. Breitbart’s care in recognizing Musk’s wherewithal suggests that the Trump administration is looking down the GNP road and wants to keep Musk close by, regardless of Musk’s opposite political beliefs and progressive values, just in case.
Musk’s use of Twitter to inform, educate, and empower
Twitter can be a site where democracy, messy as it can be, is at its best. Twitter’s multiple viewpoints allow for rich, if sometimes uncomfortable discourse. Musk understands this and engages in conversations with the public as a means of communication, education, and empowerment. For example, he wanted his followers to be intimately knowledgeable with the immigration order and to let him know “specific amendments,” which he would then bring to the advisory council to seek “consensus & present to President” Trump.
Please read immigration order. Lmk specific amendments. Will seek advisory council consensus & present to President. https://t.co/qLpbsP4lEk
— Elon Musk (@elonmusk) January 29, 2017
Indeed, Musk asked his followers to read “the source material” of the immigration ban; it is a way to infuse voices of reason and expertise rather than emotion and hyperbole into the conversation. That request, in turn, fostered a conversation about the importance of reading original documents and reports, rather than relying on tertiary sources for deconstruction and explanation. It was a lesson that many could have learned during the 2016 Presidential campaign, which was rife with fake news.
Yes, the order is still bad, but it is always important to read the source material
— Elon Musk (@elonmusk) January 30, 2017
Rather than the “Trump / Musk charm offensive” that Breitbart suggests is the reason for Tesla’s rising stock prices, perhaps we should look to the Trump effect as just one of multiple reasons why Tesla is on the rise. The acquisition of Solar/City, the announcement of solar roof tiles, the 2017 production of the new Model 3, production at the Nevada Gigafactory, SpaceX series of successes… the list of recent accomplishments is quite long. Investors like to back a winner, and, even if Musk must hold his nose as he negotiates with Donald Trump and his advisers, the value of Tesla will continue to be robust.
It’s just not the White House that so many of us, Musk included, envisioned just a few months ago. And Breitbart’s entry to the field is scary enough for many of us to take notice. Be strong, Elon; you’re going to need tenacity to stay a step ahead. We know you’ll probably have to step up more than you originally anticipated when you agreed to serve. Thanks for taking on this huge responsibility on behalf of U.S. progressives.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
