Investor's Corner
Tesla Model 3 production hits 5k/week, 7k including Model S & Model X
Tesla has managed to scale Model 3 production to 5,000 vehicles per week. As noted by Elon Musk in an email to employees, Tesla did not only produce 5,000 Model 3 in seven days; it was also able to maintain the pace of 2,000 vehicles per week for the Model S and Model X.
The signs were already there in the days leading up to the end of the second quarter. This weekend alone, a series of images from workers at Fremont were uploaded on social media, suggesting that the company had hit its all-elusive production goal for the compact electric car. Among the most prominent was a “Model 3 5k Club” banner with signatures of workers from the Fremont factory. Casual snapshots from the facility’s grounds and assembly line, as well as a vehicle labeled “5000th” on its windshield, also suggested that the company had produced its 5,000th Model 3 for the week.
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- [Credit: Tesla Daily/Twitter]
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- [Credit: Tesla Daily/Twitter]
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- [Credit: Tesla Daily/Twitter]
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- [Credit: The Tesla Life/Twitter]
While the images coming out from Fremont incited speculations, they were eventually confirmed by a leaked email from Elon Musk himself. A partial copy of Musk’s email was provided to Teslarati by an anonymous insider.
“We did it!! What an incredible job by an amazing team. Couldn’t be more proud to work with you. It’s an honor. The level of dedication and creativity was mind-blowing. We either found a way or, by will and inventiveness, created entirely new solutions that were thought impossible.
“Intense in tents. Transporting entire production lines across the world in massive cargo planes. Whatever. It worked. Not only did we factory gate over 5,000 Model 3’s, but we also achieved the S & X production target for a combined 7,000 vehicle week!”
The 5,000/week target for the Model 3 has proven to be elusive for the electric car and energy company. During the vehicle’s unveiling last year, Elon Musk estimated that Tesla could attain the milestone by the end of 2017. When the company failed to hit this goal, Tesla opted to move the deadline to the second quarter of 2018, placing a target of 2,500 Model 3 per week at the end of Q1 2018.
The first Model 3 Performance Dual Motor rolls off the assembly line. [Credit: Elon Musk/Twitter]
Tesla did not meet this goal, though it did manage to manufacture more than 2,000 vehicles during the final week of March. During the 2018 Annual Shareholder Meeting, however, Elon Musk announced that Tesla was on track to hitting its 5,000/week target by the end of Q2 2018. Musk’s reassurance ultimately helped push Tesla stock towards a meteoric rise, at one point even coming close to its all-time high.
Tesla’s Model 3 production milestone did not come easy for the Elon Musk-led company. During the second quarter, the company had to shut down the vehicle’s manufacturing twice to make way for upgrades on the production line. New robots and other machinery were also flown in from Europe to Gigafactory 1 in order to help address bottlenecks in the production of the vehicles’ battery packs.
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In an unprecedented move this June, Tesla also erected a massive sprung structure on the grounds of the Fremont factory to house another assembly line for the Model 3. The move, deemed “insanity” by critics, ultimately allowed the company to augment its capability to manufacture the compact electric car.
According to a Reuters report, Tesla is now targeting a pace equivalent to 6,000 Model 3 per week within the next month. As noted by Elon Musk in his email to employees, the recently attained milestone might have very well established Tesla as a formidable car maker.
“I think we just became a real car company,” Musk wrote.
Elon Musk
SpaceX Starship just nailed something it’s never done before
SpaceX’s Starship flew successfully Friday, landing both stages and deploying its first Starlink V3 satellites.
Starship’s thirteenth test flight delivered exactly what SpaceX needed with a clean liftoff, two successful stage recoveries, and the first real payload the vehicle has ever carried to space. Booster 20 and Ship 40 lifted off at 5:51 p.m. CT from Starbase, and by the time the mission wrapped roughly an hour later, both halves of the rocket had done exactly what they were supposed to do.
Booster 20 separated from Ship 40 a few minutes into the flight and stuck a controlled splashdown in the Gulf of Mexico about six minutes after liftoff. That is a meaningful turnaround from Flight 12 in May, when the booster lost several engines during its boostback burn before a hard water landing attempt.
Starship as seen from Starlink satellites pic.twitter.com/e2hvfmnewh
— Elon Musk (@elonmusk) July 25, 2026
Starship 40’s performance was arguably the bigger win. The vehicle deployed the first 20 operational Starlink V3 satellites Starship has ever carried, then flew a suborbital arc to a landing in the Indian Ocean that SpaceX commentator Dan Huot called the company’s softest splashdown yet. “This is a dream scenario for this team that’s trying to get this heat shield data,” Huot said on the live broadcast, according to Space.com’s live coverage. “I’m a little over the moon right now. Wow. Lucky number 13.”
Unlike the mass simulators SpaceX flew on Flight 12, these were production Starlink V3 satellites, meant to extend solar arrays and antennas and attempt to link with the broader constellation before reentering minutes later. Getting real hardware through a full deploy sequence on only the second flight of the V3 generation keeps Starship on schedule for the payload work NASA is counting on for future Artemis lunar landings.
What an awesome launch, really seems like everything went super well and it was all incredibly smooth.
SpaceX is awesome. Very interested to see how the market will respond on Monday pic.twitter.com/KSHmyBfV55
— TESLARATI (@Teslarati) July 25, 2026
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— TESLARATI (@Teslarati) July 25, 2026
The flight also arrives at a moment when SpaceX needed a win. SPCX has traded below its $135 IPO price since mid-July, as Teslarati reported when the mission slipped to Friday, and short interest has climbed to roughly a third of the tradable float. A clean flight will not fix a balance sheet, but it does answer the one question SpaceX absolutely needed answered this week: whether the fixes made after the July 16 abort would hold up under real flight conditions. They did, on both stages, on the first try after the redesign.
SpaceX has not set a target date for Flight 14, though the company has said it wants to push toward an orbital attempt on the next mission. After Friday, that goal looks a lot more within reach.
Tesla short sellers won big following the company’s massive fall on Wall Street after it reported subpar Earnings on Wednesday.
Tesla short sellers collected about $4.12 billion in single-day profits on Thursday, according to Bloomberg. Shares fell as much as 15 percent during Thursday’s session. It closed as one of the worst days for Tesla on Wall Street in the past three years.
Investors sold off the stock after Tesla said it would aggressively direct its spending toward AI and its Optimus robot project. The company had record revenues, which were driven by one of the strongest quarters in terms of vehicle deliveries in company history.
However, it missed EPS estimates by reporting just $0.33, a far cry from the $0.53 analysts expected.
S3 Partners reported that about 3 percent of Tesla’s outstanding stock is sold short. Managing Director at S3, Ihor Dusaniwsky, provided the short seller’s potential profit, as well as another figure: shorts have likely had paper gains of $8.92 billion this year, as Tesla shares are down 30 percent in 2026.
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Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla has burned short sellers many times in the past, but the company’s latest Earnings Call was a chance for those skeptics to taste some payback. Although the company gave some very transparent information regarding future projects, the rollout of Robotaxi, Optimus, and Semi, many investors took their profits on Thursday.
Notable short sellers like Michael Burry have been transparent about their skepticism around Tesla shares. Burry just revealed three weeks ago that he had opened up a new short on the stock, stating he shorted Tesla shares at $416.22. “Happy it jumped back to this level,” he said in a blog post.
At the time of publication, Tesla shares were down about 3 percent and the stock was trading at $309.92.
Tesla stock (NASDAQ: TSLA) endured one of its sharpest single-day declines in years on July 23, tumbling approximately 14.5 percent and closing near $320 after opening the session around $374. The drop erased more than $140 billion in market value amid heavy trading volume and left the shares at multi-week lows.
The sell-off followed the company’s second-quarter 2026 results, released the previous evening. Tesla reported record revenue of $28.2 billion, up 26 percent year over year, driven by a Q2-record 480,126 vehicle deliveries. Energy storage deployments also rose strongly.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Yet profitability disappointed sharply. Operating income fell 57 percent to $398 million, compressing the operating margin to just 1.4 percent. Non-GAAP earnings per share came in at $0.33, well below the roughly $0.53 analysts had expected. Free cash flow turned negative by $1.1 billion as capital expenditures surged 142 percent to $5.8 billion, largely tied to accelerated spending on artificial intelligence, robotics, and autonomous systems.
The losses on capex were expected, as Tesla said it would be spending heavily in 2026.
Investors also reacted to lingering uncertainty surrounding key product timelines. During the Earnings Call, management reiterated ambitions for Robotaxi deployment and the Optimus humanoid robot, but offered limited new concrete milestones, renewing questions about execution pace that have long accompanied Tesla’s ambitious roadmap.
The magnitude of the decline places it among Tesla’s more severe one-day percentage losses since its 2010 initial public offering. Historically, the two largest single-day drops (split-adjusted) remain September 8, 2020, when shares fell 21.1 percent amid broader market volatility and valuation concerns, and January 13, 2012, with a 19.3 percent plunge during the company’s early growth struggles.
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Other notable declines include an 18.6 percent drop on March 16, 2020, at the onset of pandemic-related market turmoil. Thursday’s move ranks roughly ninth on the all-time list but stands out as the steepest in more than a year.
Despite the short-term pain, Tesla’s long-term trajectory has repeatedly recovered from such volatility. The latest results underscore both the strength of its core automotive and energy businesses and the near-term costs of heavy investment in next-generation technologies.
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