Connect with us

Elon Musk

Elon Musk trolls Tesla stock skeptics after 23 percent one month boost

“A lot of people thought Tesla stock would collapse as the tax credits came to an end this month,” Musk wrote. “Guess not.”

Published

on

Elon Musk spent some time trolling Tesla stock (NASDAQ: TSLA) skeptics following the company’s 23 percent boost over the past month.

Tesla’s rally on Wall Street over the past several weeks has completely erased any losses investors felt since the start of 2025. So far this year, shares have risen by over 13 percent.

Most of this has been evident over the past month, as the company has seen a nearly 25 percent increase in the past thirty days.

With the imminent abolishment of the $7,500 EV tax credit, some analysts and investors expected the stock to take a hit. It is no secret that the tax credit’s expiration will impact demand to some extent. In the short term, it has been strong for the company’s delivery outlook in Q3.

Advertisement

Musk trolled those who thought the stock would respond negatively to the tax credit going away:

Advertisement

The strength of Tesla shares over the past several weeks has prompted several analysts to adjust price targets and their firms’ overall outlook with the company’s automotive division, as well as its other projects.

Mizuho analysts pushed their price target from $375 to $450, mostly due to Tesla’s strength moving forward as a leader in the U.S. EV market.

Vijay Rakesh, managing director at the firm, wrote in a note to investors:

“We see TSLA maintaining key leadership in the U.S. BEV market despite some near-term challenges.”

Advertisement

Mizuho raises Tesla (TSLA) price target on stronger 2026 outlook

Some of this strength relies on the rollout of the lower-cost “Model 2,” which Tesla said it built the first production units of in its Q2 Earnings Shareholder Deck.

Goldman Sachs also increased its Tesla price target from $300 to $395, which is still below the current trading levels.

However, the firm is more bullish on the company’s humanoid robotics and autonomy projects:

Advertisement

“If Tesla can have [an] outsized share in areas such as humanoid robotics and autonomy, then there could be upside to our price target.”

Tesla shares are currently trading at $424.54 at the time of publication.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

Advertisement
Comments

Elon Musk

Tesla Semi’s official battery capacity leaked by California regulators

A California regulatory filing just confirmed the exact battery size inside each Tesla Semi variant.

Published

on

By

A regulatory filing published by the California Air Resources Board in April 2026 has put official numbers on what Tesla Semi owners and fleet buyers have long wanted confirmed: the exact battery capacities of both the Long Range and Standard Range Semi truck variants. CARB is California’s independent air quality regulator, and it certifies zero-emission powertrains before they can be sold or operated in the state. When a manufacturer submits a vehicle for certification, the resulting executive order becomes a public document, making it one of the most reliable sources for confirmed production specs on any EV.

The document lists two certified powertrain configurations. The Long Range Semi carries a usable battery capacity of 822 kWh, while the Standard Range version comes in at 548 kWh. Both use lithium-ion NCMA chemistry and share the same peak and steady-state motor output ratings of 800 kW and 525 kW respectively. Cross-referencing Tesla’s published efficiency figure of approximately 1.7 kWh per mile under full load, the 822 kWh pack supports roughly 480 miles of real-world range, which aligns closely with Tesla’s advertised 500-mile figure for the Long Range trim. The 548 kWh Standard Range pack works out to approximately 320 miles, again consistent with Tesla’s stated 325-mile target.

Here is a direct comparison of the two versions based on the CARB filing and published specs:

Tesla Semi Spec Long Range Standard Range
Battery Capacity 822 kWh 548 kWh
Battery Chemistry NCMA Li-Ion NCMA Li-Ion
Peak Motor Power 800 kW 525 kW
Estimated Range ~500 miles ~325 miles
Efficiency ~1.7 kWh/mile ~1.7 kWh/mile
Est. Price ~$290,000 ~$260,000
GVW Rating 82,000 lbs 82,000 lbs

The timing of this certification is not incidental. On April 29, 2026, Semi Programme Director Dan Priestley confirmed on X that high-volume production is now ramping at Tesla’s dedicated 1.7-million-square-foot facility in Sparks, Nevada. A key advantage of the Nevada location is vertical integration: the 4680 battery cells powering the Semi are manufactured in the same complex, eliminating the supply chain bottleneck that had delayed the program for years.

Advertisement

Tesla’s long-term goal is to reach a production capacity of 50,000 trucks annually at the Nevada factory, which would represent roughly 20 percent of the entire North American Class 8 market. With CARB certification now in hand and the production line running, the regulatory and manufacturing groundwork for that target is in place.

Continue Reading

Cybertruck

Tesla Cybertruck too safe for even Musk’s biggest critics to ignore

Krassenstein’s decision reveals that superior safety isn’t a partisan issue. For parents prioritizing family protection over personal or political grudges, the Cybertruck has become too safe to ignore.

Published

on

Credit: Tesla

The Tesla Cybertruck is an extremely polarizing vehicle because of its potential symbolism as a political stance instead of just a pickup truck — or at least that is what many would want you to believe.

Of course, the Cybertruck is an icon of Tesla culture, and it is one of those things that never has a middle ground: you love it, or you don’t.

But maybe there is an establishment of that “grey area” happening.

In a striking illustration of engineering triumph over political tribalism, prominent Elon Musk critic Brian Krassenstein has purchased a Tesla Cybertruck, openly citing its exceptional safety as the deciding factor for his family.

Advertisement

The announcement on X triggered predictable backlash, yet it underscores a growing reality: the Cybertruck’s safety credentials are proving impossible for even Musk’s fiercest detractors to dismiss.

Advertisement

Krassenstein, who has repeatedly clashed with Musk over issues ranging from content moderation and “wokeness” to public health figures, made no attempt to hide his reservations. In his May 6 post, he acknowledged the coming criticism: “I might get hate for this too but I bought a Cybertruck.”

He stressed that the decision had “nothing to do with Elon or politics,” pointing instead to practical advantages—his existing Tesla charger, eligibility for Full Self-Driving upgrades, a returning-owner discount, and crucially, the vehicle’s strong safety profile.

With gasoline prices hovering near $5 a gallon in some areas, he also highlighted the environmental benefit of switching from a polluting combustion engine.

The numbers, data, and awards validate Krassenstein’s choice.

Advertisement

The 2025 Cybertruck earned the Insurance Institute for Highway Safety’s (IIHS) elite Top Safety Pick+ award—the only pickup truck to achieve this highest rating. It delivered “Good” scores across every crashworthiness category, including the challenging updated moderate overlap front crash test, while excelling in crash avoidance and mitigation systems.

The National Highway Traffic Safety Administration (NHTSA) awarded it a perfect 5-star overall rating, with top marks in frontal, side, and rollover categories. No other pickup truck holds both distinctions simultaneously.

Tesla Cybertruck crash test rating situation revealed by NHTSA, IIHS

Beyond lab results, the Cybertruck’s stainless-steel exoskeleton and ultra-rigid structure have demonstrated remarkable real-world resilience. Owners have reported surviving high-speed collisions with minimal cabin intrusion.

Advertisement

In one widely discussed incident, a Cybertruck endured a 70 mph sideswipe on the interstate; the driver reported barely feeling the impact while the other vehicle was heavily damaged.

Tesla’s crash demonstrations and independent analyses consistently show how the vehicle’s design prioritizes occupant protection through a fortified passenger cell rather than traditional crumple zones, giving families superior safeguarding in many common crash scenarios.

The online pile-on following Krassenstein’s post focused on aesthetics, politics, and perceived hypocrisy rather than the data. Critics called the angular truck “ugly” or accused him of selling out.

Yet his purchase highlights an inconvenient truth for polarized discourse: when objective safety metrics—IIHS awards, NHTSA ratings, and documented crash performance—point decisively toward one vehicle, even Musk’s biggest critics are forced to confront its merits.

Advertisement

Krassenstein’s decision reveals that superior safety isn’t a partisan issue. For parents prioritizing family protection over personal or political grudges, the Cybertruck has become too safe to ignore.

Continue Reading

Elon Musk

Tesla owners keep coming back for more

Published

on

By

Tesla has taken home the “Overall Loyalty to Make” award from S&P Global Mobility for the fourth consecutive year, reinforcing Tesla owners’ willingness to come back. The 2025 awards are based on S&P Global Mobility’s analysis of 13.6 million new retail vehicle registrations in the U.S. from October 2024 through September 2025. The complete list of 2025 winners includes General Motors for Overall Loyalty to Manufacturer, Tesla for Overall Loyalty to Make, Chevrolet Equinox for Overall Loyalty to Model, Mini for Most Improved Make Loyalty, Subaru for Overall Loyalty to Dealer, and Tesla again for both Ethnic Market Loyalty to Make and Highest Conquest Percentage.

Tesla’s streak in this category started in 2022, and the brand has now won the Highest Conquest Percentage award for six straight years, meaning it keeps pulling buyers away from other brands at a rate no competitor has matched. Tesla’s retention among Asian households reached 63.6% and among Hispanic households 61.9%, rates that significantly outpace national averages for those groups. That breadth of appeal across demographics adds a layer of significance to a win that some might dismiss as routine.

The timing matters too. After several consecutive quarters of decline, Tesla’s share of U.S. EV sales jumped to 59% in Q4 2025. That rebound, arriving just as competitors were flooding the market with new models and incentives, suggests Tesla’s loyalty numbers are not simply the result of limited alternatives. Buyers are still choosing it when they have plenty of other options.

What keeps Tesla owners coming back has a lot to do with the  and convenience of charging. The Supercharger network is the most straightforward example. With over 65,000 Superchargers globally, it remains the largest and most reliable fast-charging network in the world, and owners who have built their routines around it face a real practical cost when considering a switch. Competitors have made progress, but the consistency, speed, and availability of Tesla’s network is still the benchmark the rest of the industry is chasing.  Then there is the software side. Tesla has built a model where the car you own today is functionally different from the car you bought two years ago, through over-the-air updates that add continuous game-changing improvements such as Full Self-Driving that has moved from a driver-assist feature to an increasingly capable autonomous system. For many Tesla owners, leaving the brand means starting over with a car that will not get meaningfully better over time, and that is a trade-off fewer and fewer are willing to make.

Advertisement
Continue Reading