Elon Musk
Tesla gets an upgrade on ‘upcoming material catalysts’
Tesla (NASDAQ: TSLA) received an upgraded rating on its shares from Wall Street firm Cantor Fitzgerald, who recently took a trip to Austin to visit the company’s data centers and production lines ahead of several high-profile product launches set for this year.
It was a bold move, especially considering Tesla shares are under immense pressure currently, fending off negative news regarding the company’s sentiment and potentially lower-than-expected delivery figures due to the launch of a new version of its most popular vehicle, the Model Y.
However, the bulls on Wall Street are still considering Tesla to be a safe play, especially considering its robust presence in various industries, including automotive, energy, and AI/Robotics.
Cantor Fitzgerald analyst Andres Sheppard said in a note that, during a recent visit to Tesla’s Cortex AI data centers and the production line at Gigafactory Texas, it was clear there is a lot of potential and runway for Tesla in 2025:
“On 3/18, we visited Tesla’s Cortex AI data centers and the factory’s production lines ahead of the company’s introduction of its Robotaxi segment (targeted for June in Austin, followed by CA later in 2025). With Tesla’s shares now down ~45% YRD, we upgrade Tesla to Overweight (from Neutral) ahead of upcoming material catalysts. Our $425 12-month PT is unchanged. Our Thoughts: Attractive Entry Point Ahead of Material Catalysts.”
Sheppard went on to mention the catalysts, which he believes are the Robotaxi rollout in Austin in June, along with the continued rollout of Full Self-Driving in China, the eventual rollout of FSD in Europe, and the introduction of the affordable models in the first half of this year, and those were just on the automotive side.
There are several others, including Optimus, growth in the energy division, and in the longer term, the Semi.
In terms of potential weaknesses, Sheppard expects the likely removal of the EV tax credit and some of its growth to be offset by tariffs as the two big things that stand in the way of even more growth for the company.
Tesla is up over 5 percent on Wednesday, trading at $236.86.
Elon Musk
Elon Musk reveals what will make Optimus’ ridiculous production targets feasible
Musk recent post suggests that Tesla has a plan to attain Optimus’ production goals.
Elon Musk subtly teased Tesla’s strategy to achieve Optimus’ insane production volume targets. The CEO has shared his predictions about Optimus’ volume, and they are so ambitious that one would mistake them for science fiction.
Musk’s recent post on X, however, suggests that Tesla has a plan to attain Optimus’ production goals.
The highest volume product
Elon Musk has been pretty clear about the idea of Optimus being Tesla’s highest-volume product. During the Tesla 2025 Annual Shareholder Meeting, Musk stated that the humanoid robot will see “the fastest production ramp of any product of any large complex manufactured product ever,” starting with a one-million-per-year line at the Fremont Factory.
Following this, Musk stated that Giga Texas will receive a 10 million-per-year unit Optimus line. But even at this level, the Optimus ramp is just beginning, as the production of the humanoid robot will only accelerate from there. At some point, the CEO stated that a Mars location could even have a 100 million-unit-per-year production line, resulting in up to a billion Optimus robots being produced per year.
Self-replication is key
During the weekend, Musk posted a short message that hinted at Tesla’s Optimus strategy. “Optimus will be the Von Neumann probe,” the CEO wrote in his post. This short comment suggests that Tesla will not be relying on traditional production systems to make Optimus. The company probably won’t even hire humans to produce the humanoid robot at one point. Instead, Optimus robots could simply produce other Optimus robots, allowing them to self-replicate.
The Von Neumann is a hypothetical self-replicating spacecraft proposed by the mathematician and physicist John von Neumann in the 1940s–1950s. The hypothetical machine in the concept would be able to travel to a new star system or location, land, mine, and extract raw materials from planets, asteroids, and moons as needed, use those materials to manufacture copies of itself, and launch the new copies toward other star systems.
If Optimus could pull off this ambitious target, the humanoid robot would indeed be the highest volume product ever created. It could, as Musk predicted, really change the world.
Elon Musk
Elon Musk shares SpaceX’s directive that destroys a prevalent media narrative
Musk’s comments followed Starlink’s initiatives for people affected by severe flooding in Indonesia and Cyclone Ditwah in Sri Lanka.
Elon Musk recently shared SpaceX’s standing policy to offer free Starlink service during natural disasters worldwide, highlighting the company’s commitment to pursue aid over profit during times of need.
Musk’s comments followed Starlink’s initiatives for people affected by severe flooding in Indonesia and Cyclone Ditwah in Sri Lanka.
Starlink activates free service in Indonesia and Sri Lanka
Starlink recently announced free service for those impacted by severe flooding in Indonesia’s Sumatra region, partnering with the government to deploy terminals rapidly to the hardest-hit areas. The offer extends to new and existing customers through December, restoring connectivity in zones where traditional networks have failed due to infrastructure damage.
Musk quoted the post on X, writing, “SpaceX standard policy is to make Starlink free whenever there is a natural disaster somewhere in the world. It would not be right to profit from misfortune.”
Starlink extended the same relief to Sri Lanka amid Cyclone Ditwah, coordinating with local authorities for additional support. The cyclone battered the island nation with heavy rains and winds, disrupting communications for thousands. Free access also lasts until year-end, emphasizing Starlink’s role in bridging gaps during crises.
“For those affected by the severe flooding in Indonesia and Sri Lanka in the aftermath of Cyclone Ditwah, Starlink is providing free service to new and existing customers through the end of December 2025. We’re also working with the Indonesian government to rapidly deploy terminals and restore connectivity to the hardest-hit areas on Sumatra, as well as with the Sri Lankan government to provide additional assistance,” Starlink wrote in a post on its official website.
Musk’s companies routinely provide aid
Musk’s firms have a track record of providing critical support in crises, often without fanfare, challenging portrayals of him as a comic book villain intent on enriching himself on the backs of a suffering populace. In January 2024 alone, Tesla opened Superchargers for free in Japan’s Hokuriku region after a magnitude 7.6 earthquake killed at least 55 and injured hundreds.
Similar efforts include Starlink deployments for the 2023 Maui wildfires, 2024 Hurricane Helene in North Carolina, and floods in Texas, where the service was used to help facilitate emergency coordination. These actions, which total millions in waived fees and logistics, demonstrate a proactive ethos among Musk’s companies, with Musk noting in past interviews that such aid stems from engineering solutions over optics.
The initiatives also provide a direct rebuttal of Musk’s characterization on mainstream media, which tends to lean negatively. This has become much more notable in recent years as Musk adopted more conservative policies. These negative sentiments came to a head earlier this year when Tesla stores, vehicles, and even some owners, were attacked during waves of anti-Tesla protests.
Elon Musk
SpaceX’s Starship FL launch site will witness scenes once reserved for sci-fi films
A Starship that launches from the Florida site could touch down on the same site years later.
The Department of the Air Force (DAF) has released its Final Environmental Impact Statement for SpaceX’s efforts to launch and land Starship and its Super Heavy booster at Cape Canaveral Space Force Station’s SLC-37.
According to the Impact Statement, Starship could launch up to 76 times per year on the site, with Super Heavy boosters returning within minutes of liftoff and Starship upper stages landing back on the same pad in a timeframe that was once only possible in sci-fi movies.
Booster in Minutes, Ship in (possibly) years
The EIS explicitly referenced a never-before-seen operational concept: Super Heavy boosters will launch, reach orbit, and be caught by the tower chopsticks roughly seven minutes after liftoff. Meanwhile, the Starship upper stage will complete its mission, whether a short orbital test, lunar landing, or a multi-year Mars cargo run, and return to the exact same SLC-37 pad upon mission completion.
“The Super Heavy booster landings would occur within a few minutes of launch, while the Starship landings would occur upon completion of the Starship missions, which could last hours or years,” the EIS read.
This means a Starship that departs the Florida site in, say, 2027, could touch down on the same site in 2030 or later, right beside a brand-new stack preparing for its own journey, as noted in a Talk Of Titusville report. The 214-page document treats these multi-year round trips as standard procedure, effectively turning the location into one of the world’s first true interplanetary spaceports.
Noise and emissions flagged but deemed manageable
While the project received a clean bill of health overall, the EIS identified two areas requiring ongoing mitigation. Sonic booms from Super Heavy booster and Starship returns will cause significant community annoyance” particularly during nighttime operations, though structural damage is not expected. Nitrogen oxide emissions during launches will also exceed federal de minimis thresholds, prompting an adaptive management plan with real-time monitoring.
Other impacts, such as traffic, wildlife (including southeastern beach mouse and Florida scrub-jay), wetlands, and historic sites, were deemed manageable under existing permits and mitigation strategies. The Air Force is expected to issue its Record of Decision within weeks, followed by FAA concurrence, setting the stage for rapid redevelopment of the former site into a dual-tower Starship complex.
SpaceX Starship Environmental Impact Statement by Simon Alvarez
