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Tesla’s ‘Big Green’ Semi truck gets a shoutout from Kimbal Musk
The Tesla Semi recently got a shoutout from someone who is part of Elon Musk’s most intimate circle — Kimbal Musk. In a recent post on his Instagram page, Kimbal dubbed the electric long-hauler as a “Big Green” Tesla Semi, referencing his nonprofit organization aimed at building Learning Gardens for schools across the United States.
Quite interestingly, Kimbal Musk’s projects, such as Big Green and Square Roots, could benefit from using the Tesla Semi. Big Green, for one, is involved with building interactive, modular gardens where young American students can learn about real food and healthy eating habits. Considering Kimbal Musk’s goal of building 100,000 Learning Gardens across the US, having an electric truck that can haul materials would be a good idea.
The Tesla Semi is also a perfect match for Kimbal’s Square Roots farming project. Square Roots involves converting old shipping crates into advanced, climate-controlled indoor farms that can yield more than 50 pounds of organic, non-GMO, pesticide-free greens each week. So far, Square Roots is only operating its shipping container-farms in Brooklyn, NY, but it’s not too difficult to see a future where the farming startup’s indoor farms can be transported and set up in other key US cities.
https://www.instagram.com/p/Bj4v7w4Apa6/?taken-by=kimbalmusk
Since being unveiled last November, the Tesla Semi has been sighted numerous times across the United States. Back in March, Elon Musk announced in his social media pages that Tesla would start using the all-electric trucks as transport vehicles to haul battery packs from Gigafactory 1 in Sparks, NV to the Fremont factory in CA. The two Tesla Semi prototypes have also been spotted conducting transport runs between Tesla’s headquarters in Palo Alto, CA and Fremont.
During its unveiling back in November, Elon Musk outlined several of the Semi’s impressive specs. Just like Tesla’s other vehicles, the Semi is capable of quick acceleration, thanks to its four Model 3-derived electric motors that produce instant torque. From a dead stop, the Semi is capable of sprinting from 0-60 mph in just 5 seconds, compared to about 15 seconds on a similar Class 8 diesel truck. With a full 80,000-pound load, the Semi can hit 60 mph in 20 seconds. On average, diesel-powered Class 8 trailers hit highway speeds in about a minute.
The Tesla Semi is capable of climbing 5% grades at a steady 65 mph, unlike diesel trucks that max out at 45 mph on 5% grades. Lastly, thanks to an upcoming network of Megachargers, the Semi will be capable of charging up to 400 miles of range in just 30 minutes.
The interior of the Tesla Semi as spotted during the 2018 Annual Shareholder Meeting. [Credit: TeslaModel11/Reddit]
During Tesla’s Q1 2018 earnings call, both Elon Musk and CTO JB Straubel noted that the production version of the Semi’s long-range variant would likely have almost 600 miles of range per charge. These statements, of course, stand in stark contrast to criticisms from Tesla’s competitors, especially Daimler AG head of trucks Martin Daum, who threw shade at Tesla earlier this year by suggesting that the Semi’s rated specs, if accurate, defy the laws of physics. According to Straubel, much of competitors’ criticisms come from a misunderstanding of Tesla’s battery technology.
“There’s a fundamental misunderstanding, I think, of what the current technology in our existing products can actually do. Maybe that’s just a misunderstanding of the current status of the technology versus others in the industry. If they’re benchmarking sort of the best battery pack they can buy from a supplier, and then mapping that with what the Semi could do, it doesn’t solve,” Straubel said.
While Tesla is not actively pushing sales for the Semi, Straubel noted during the first-quarter earnings call that the all-electric long-hauler has roughly 2,000 reservations to date. Production of the Tesla Semi is expected to begin in 2019.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
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Wall Street analysts rapidly raised price targets on SpaceX (NASDAQ: SPCX) after the company reported a bullish third quarter for 2026 following the market close on October 20. Shares were sent sharply higher in after-hours and premarket trading.
SpaceX posted revenue of $14.6 billion, a 161 percent year-over-year increase that comfortably topped consensus estimates, which fell near $12.7 billion. The company also posted a net profit of $4.4 billion from a prior-year loss, with adjusted EBITDA reaching $8.8 billion.
More price target movement:
🚀 Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
🚀 Barclays raised its target to $300 from $254 (Overweight).
🚀 Citi increased its target to $240 from $200 (Buy),
🚀 UBS moved to $230 from $210 (Buy)
🚀TD Cowen raised its target to $224 from $200 (Buy).
🚀Morgan Stanley held an Overweight rating with a $300 target.
🚀Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.— TESLARATI (@Teslarati) October 21, 2026
Its Super Intelligence (AI) division generated roughly $7.6 billion and became the largest revenue contributor, growing nearly 830 percent year-over-year, while the Connectivity segment delivered $5.2 billion on strong subscriber additions that lifted the consumer base to 13.6 million for Starlink.
The Earnings Call proved especially catalytic, as CEO Elon Musk and CFO Bret Johnsen outlined Q1 2027 revenue guidance of $33 billion to $37 billion, which was far above the roughly $22 billion analysts had modeled, alongside fourth-quarter capital-expenditure plans of $35 billion to $40 billion focused on AI compute infrastructure at sites including Memphis and Southaven.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
Management targets 2.5 to 3 gigawatts of nameplate compute capacity by year-end and discussed pathways to 13 gigawatts or more by the end of 2027. Musk described relentless demand from hyperscalers and other customers, with compute pricing supporting payback periods of less than a year and potentially as short as six months.
Additional highlights included Starship’s recent orbital success and V3 satellite deployment, Starlink pricing and enterprise momentum, rapid Grok Bot adoption, spectrum expansion plans, and the formation of special committees to explore a possible combination with Tesla.
These elements prompted a wave of price-target increases:
- JPMorgan more than doubled its target to $500 from $240 while maintaining an Overweight rating.
- Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
- Barclays raised its target to $300 from $254 (Overweight).
- Citi increased its target to $240 from $200 (Buy),
- UBS moved to $230 from $210 (Buy), and
- TD Cowen raised its target to $224 from $200 (Buy).
- Morgan Stanley held an Overweight rating with a $300 target.
- Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.
Shares, which closed at $147.79 on October 20, jumped roughly 8 percent in early premarket trading on October 21 as investors digested the results and the newly elevated Street targets.
The average analyst price target has moved higher, which reflects greater conviction in SpaceX’s trajectory across launch, connectivity, and the Super Intelligence business, even as elevated spending remains a point of focus.
Tesla reports Q3 Earnings today: here’s what to expect
SpaceX confirms Starship 15 launch window with massive ambitions
