

Investor's Corner
Elon Musk gets Robinhood CEO to ‘spill the beans’ on trade restrictions
Tesla CEO Elon Musk convinced Robinhood frontman Vlad Tenev to “spill the beans” regarding spontaneous trade restrictions on stocks during a Clubhouse meeting on Sunday evening. Tenev has been under heavy fire from retail investors who use the Robinhood platform for trading ever since subreddit WallStreetBets has caused several publicly traded companies to skyrocket in value in a pushback against large hedge funds.
“What happened last week? Why can’t people buy the GameStop shares? People demand an answer and want to know the details and the truth,” Musk, who took on a spokesman for the people role, said to Tenev.
After r/WallStreetBets performed a coordinated buying effort on stocks that were being shorted Wall Street hedge funds, shares of GameStop (NASDAQ: GME) skyrocketed. Currently trading at $253, shares were as high as $483.00 at one point, a far cry from the sub $3 levels the stock traded at during Summer 2020.
$GME Stock (Credit: Trading View)
After $GME, $AMC, and many other stocks became the subject of a massive buying pattern from retail investors, Robinhood effectively shutdown trading on these stocks, claiming “high volatility,” sending traders and investors into a frenzy considering their position as a free-market trading platform. Robinhood has been left behind by plenty of people, opting for other brokerages that will allow for restrictions on these stocks without any implications.
Tenev claims that the company “had no choice” on what to do when the platform shut down the possibility of buying certain stocks. After receiving a call from the National Securities Clearing Corporation on Thursday morning, Tenev’s sleep was interrupted by a request for around $3 billion. Musk asked what the reasoning for the sudden capital demand was, and Tenev said he’s still trying to put together the pieces. “Like, it seems a little weird that you’d get a sudden $3 billion demand at 3 in the morning just suddenly out of nowhere,” the Tesla CEO said, according to Yahoo.
“So, it was unprecedented activity. I don’t have the full context about what was going on, what’s going on in the NSCC to make these calculations,” Tenev said to Musk. Eventually, the $3 billion capital raise was negotiated down to less than 50% of that figure. Robinhood and the NSCC landed on $1.4 billion, a slightly easier amount of money to attain.
Elon Musk talks Mars, UFOs, Neuralink, Dogecoin, and more in Clubhouse session
Tenev and Robinhood’s ultimate decision to shut down trading on several stocks that were seeing massive gains for retail investors was questioned by many, including Musk. While the Robinhood traders were making money hand over fist by taking positions in the heavily shorted stocks, hedge funds were feeling the real heat and were taking massive hits. Musk understood the company’s decision to halt trading if Robinhood executives, in fact, had no choice. “If you had no choice, that’s understandable. But then we’ve got to find out why you had no choice and who are these people that are saying you have no choice?”
“To be fair, we were able to open and service our customers. Twenty-four hours later, our team raised over a billion in capital, so that when we do open [Monday] morning, we’ll be able to kind of relax these stringent position limits that we put on these securities on Friday,” Tenev said. “This was a clearinghouse decision, and it was just based on the capital requirements. So, from our perspective, Citadel and other market makers weren’t involved in that.”
Disclosure: Joey Klender is a TSLA Shareholder. He does not own GameStop stock and has no intentions to change any positions within 72 hours.
Investor's Corner
Stifel raises Tesla price target by 9.8% over FSD, Robotaxi advancements
Stifel also maintained a “Buy” rating for the electric vehicle maker.

Investment firm Stifel has raised its price target for Tesla (NASDAQ:TSLA) shares to $483 from $440 over increased confidence in the company’s self-driving and Robotaxi programs. The new price target suggests an 11.5% upside from Tesla’s closing price on Tuesday.
Stifel also maintained a “Buy” rating despite acknowledging that Tesla’s timeline for fully unsupervised driving may be ambitious.
Building confidence
In a note to clients, Stifel stated that it believes “Tesla is making progress with modest advancements in its Robotaxi network and FSD,” as noted in a report from Investing.com. The firm expects unsupervised FSD to become available for personal use in the U.S. by the end of 2025, with a wider ride-hailing rollout potentially covering half of the U.S. population by year-end.
Stifel also noted that Tesla’s Robotaxi fleet could expand from “tiny to gigantic” within a short time frame, possibly making a material financial impact to the company by late 2026. The firm views Tesla’s vision-based approach to autonomy as central to this long-term growth, suggesting that continued advancements could unlock new revenue streams across both consumer and mobility sectors.
Tesla’s FSD goals still ambitious
While Stifel’s tone remains optimistic, the firm’s analysts acknowledged that Tesla’s aggressive autonomy timeline may face execution challenges. The note described the 2025 unsupervised FSD target as “a stretch,” though still achievable in the medium term.
“We believe Tesla is making progress with modest advancements in its Robotaxi network and FSD. The company has high expectations for its camera-based approach including; 1) Unsupervised FSD to be available for personal use in the United States by year-end 2025, which appears to be a stretch but seems more likely in the medium term; 2) that it will ‘probably have ride hailing in probably half of the populations of the U.S. by the end of the year’,” the firm noted.
Investor's Corner
Cantor Fitzgerald reaffirms bullish view on Tesla after record Q3 deliveries
The firm reiterated its Overweight rating and $355 price target.

Cantor Fitzgerald is maintaining its bullish outlook on Tesla (NASDAQ:TSLA) following the company’s record-breaking third quarter of 2025.
The firm reiterated its Overweight rating and $355 price target, citing strong delivery results driven by a rush of consumer purchases ahead of the end of the federal tax credit on September 30.
On Tesla’s vehicle deliveries in Q3 2025
During the third quarter of 2025, Tesla delivered a total of 497,099 vehicles, significantly beating analyst expectations of 443,079 vehicles. As per Cantor Fitzgerald, this was likely affected by customers rushing at the end of Q3 to purchase an EV due to the end of the federal tax credit, as noted in an Investing.com report.
“On 10/2, TSLA pre-announced that it delivered 497,099 vehicles in 3Q25 (its highest quarterly delivery in company history), significantly above Company consensus of 443,079, and above 384,122 in 2Q25. This was due primarily to a ‘push forward effect’ from consumers who rushed to purchase or lease EVs ahead of the $7,500 EV tax credit expiring on 9/30,” the firm wrote in its note.
A bright spot in Tesla Energy
Cantor Fitzgerald also highlighted that while Tesla’s full-year production and deliveries would likely fall short of 2024’s 1.8 million total, Tesla’s energy storage business remains a bright spot in the company’s results.
“Tesla also announced that it had deployed 12.5 GWh of energy storage products in 3Q25, its highest in company history vs. our estimate/Visible Alpha consensus of 11.5/10.9 GWh (and vs. ~6.9 GWh in 3Q24). Tesla’s Energy Storage has now deployed more products YTD than all of last year, which is encouraging. We expect Energy Storage revenue to surpass $12B this year, and to account for ~15% of total revenue,” the firm stated.
Tesla’s strong Q3 results have helped lift its market capitalization to $1.47 trillion as of writing. The company also teased a new product reveal on X set for October 7, which the firm stated could serve as another near-term catalyst.
Investor's Corner
Tesla just got a weird price target boost from a notable bear

Tesla stock (NASDAQ: TSLA) just got a weird price target boost from a notable bear just a day after it announced its strongest quarter in terms of vehicle deliveries and energy deployments.
JPMorgan raised its price target on Tesla shares from $115 to $150. It maintained its ‘Underweight’ rating on the stock.
Despite Tesla reporting 497,099 deliveries, about 12 percent above the 443,000 anticipated from the consensus, JPMorgan is still skeptical that the company can keep up its momentum, stating most of its Q3 strength came from leaning on the removal of the $7,500 EV tax credit, which expired on September 30.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
The firm said Tesla benefited from a “temporary stronger-than-expected industry-wide pull-forward” as the tax credit expired. It is no secret that consumers flocked to the company this past quarter to take advantage of the credit.
The bump will need to be solidified as the start of a continuing trend of strong vehicle deliveries, the firm said in a note to investors. Analysts said that one quarter of strength was “too soon to declare Tesla as having sustainably returned to growth in its core business.”
JPMorgan does not anticipate Tesla having strong showings with vehicle deliveries after Q4.
There are two distinct things that stick out with this note: the first is the lack of recognition of other parts of Tesla’s business, and the confusion that surrounds future quarters.
JPMorgan did not identify Tesla’s strength in autonomy, energy storage, or robotics, with autonomy and robotics being the main focuses of the company’s future. Tesla’s Full Self-Driving and Robotaxi efforts are incredibly relevant and drive more impact moving forward than vehicle deliveries.
Additionally, the confusion surrounding future delivery numbers in quarters past Q3 is evident.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Tesla will receive some assistance from deliveries of vehicles that will reach customers in Q4, but will still qualify for the credit under the IRS’s revised rules. It will also likely introduce an affordable model this quarter, which should have a drastic impact on deliveries depending on pricing.
Tesla shares are trading at $422.40 at 2:35 p.m. on the East Coast.
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