Investor's Corner
Tesla’s (TSLA) Battery Day is charging Jim Cramer’s valuation: “It’s Game, Set, Match”
Tesla (NASDAQ: TSLA) fan and former critic of the company Jim Cramer is looking forward to Battery Day on September 22, and it is fueling his valuation of the automaker who he once considered to be a guaranteed “sell” in the stock market.
An interview with Tesla Daily and TheStreet’s Rob Maurer allowed Cramer to clear the air about his thoughts for the electric car maker. However, looking forward, Cramer is excited for the company’s upcoming Battery Day, because he feels that it could be a key to spiking Tesla’s valuation into the stratosphere.
“What’s key to my valuation, Rob, is what Elon Musk will say on September 22,” Cramer said. Expecting Tesla to roll out a battery cell that could run for ten or twelve hours because of solar energy, Cramer admits he is not familiar with what Musk will unveil during the event. Any way Tesla puts it, Cramer believes it is “Game, Set, Match” for the automotive industry.
Maurer explained the more popular beliefs of Battery Day to Cramer, stating that Tesla will outline its battery strategy for the world to feast on. Additionally, Tesla could explain how it intends to increase annual battery production across all of its products, and not just its cars.
Maurer, like any Tesla enthusiast, knows that a lot of hype surrounds Battery Day. Nobody truly knows what will occur in late September or what the expectations are, but one thing is for sure, Wall Street will have its eyes set in Fremont, where the event is taking place.
“I think one thing that investors need to try to understand is really what those expectations are from the broad Wall Street community. Whether they’re expecting some huge technological breakthrough, or whether they’re going to be satisfied with, ‘Okay, here’s our plan to rapidly, capitally efficiently ramp up to a couple of Terawatt hours of battery production.’ I think there is going to be a lot of technological focus, but I think a lot of it is going to be on that capital efficiency and production ramping angle,” Maurer stated.
Ultimately, Tesla wants to increase the longevity of its battery packs, so its vehicles are capable of lasting fifteen or twenty years without having to undergo cell replacements. With that, the company also wants to improve the energy density that its cells can handle, which will lead to increased range within its vehicles.
Cramer, while a Tesla fan, is still an investor, and he believes that his valuation of the company ultimately comes down to what happens on September 22. If Tesla unveils a significant development in terms of its battery goals, the stock will go up. However, he’s advising some investors to proceed with caution, just in case.
“It [Battery Day] may be one of those events where, if you don’t own it, you may want to wait until after, if he doesn’t deliver along the line that people want him to deliver,” Cramer said. “I mean, one of the things I like about Elon Musk is that he’s not thinking about what you want, like Steve Jobs. He’s thinking about what you will want well ahead of when you know it. So he may be over the heads of people on September 22, and that means some people may be disappointed because they didn’t get what they want, not realizing they’re getting twice what they want if they would just shut up and listen.”
This fact leads Cramer to believe that the stock will go higher after Battery Day. Like many people, Battery Day is among Tesla’s most anticipated events in the company’s history because it is more significant than cars and energy storage; it is the future of our planet.
The full interview between Rob Maurer and Jim Cramer is available below.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Elon Musk
Elon Musk sends first warning to SpaceX short sellers
In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
Elon Musk reveals what Tesla stock surge could do to Bill Gates
Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
Elon Musk
SpaceX Starship Flight 13 aborted at Zero and Musk just told us what broke
Four Raptor engines failed to ignite at T-zero, forcing SpaceX to scrub Starship Flight 13 Thursday.
SpaceX scrubbed the Starship Flight 13 launch attempt Thursday evening at the last possible moment, after four of the Super Heavy booster’s 33 Raptor 3 engines failed to ignite during the startup sequence. The 90-minute window had opened at 6:45 p.m. EDT from Starbase in Boca Chica, Texas, and the countdown had proceeded without issue all day, with more than 11.5 million pounds of liquid methane and liquid oxygen being fully loaded into the rocket before the automated abort triggered. SpaceX’s launch directors posted on X, “Standing down from today’s flight test attempt,” and shut down the livestream shortly after.
Musk confirmed the root cause within hours. “Some of the engines didn’t start, triggering an automatic launch abort,” he wrote on X. “To be confident of a good flight, 2 Raptors will be removed and replaced. Most probable launch timing is early next week.” SpaceX engineers began draining propellant tanks immediately and Booster 20 was rolled back to its hangar for inspection.
The timing adds a layer of significance that did not exist during any of the previous 12 Starship flights. This is the first time SpaceX has attempted to launch Starship since the company made its stock market debut in June, listing under ticker SPCX at $135 per share. Public investors are now watching every Starship outcome in real time, and a last-second abort carries more visibility than it would have six months ago.
Flight 13 was designed to be one of the most consequential tests in the program’s history. It was set to carry 20 Starlink V3 satellites, the first operational payload Starship has ever attempted to deploy. Six of those satellites carried external cameras to photograph Starship’s heat shield from the outside during flight, which would act as a self-inspection approach SpaceX has never attempted before. The mission also needed to complete a Raptor engine relight in space, a step SpaceX skipped on Flight 12 in May after losing an engine during ascent. That Flight 12 booster also flipped 90 degrees off course during its boostback burn when five engines failed to reignite.
SpaceX has not announced an official next launch date. Musk’s “early next week” window points to July 21 or 22 at the earliest, pending the engine swap and a return to the pad.