

Investor's Corner
Top 15 questions Tesla investors want answered during the Cyber Roundup 2022
Tesla’s (NASDAQ:TSLA) upcoming annual shareholding meeting is quite unique. Based on trademark filings from the company and its scheduled livestream on YouTube, Tesla seems to be rebranding its annual meeting of stockholders as the “Cyber Roundup.” Needless to say, the excitement surrounding the meeting is notable.
Tesla’s annual shareholder meetings typically involve the company and its stockholders voting on a number of topics, from proposals and ongoing programs to the members of the board of directors. But after the voting is over, Tesla typically engages in an extensive question and answer portion where executives such as CEO Elon Musk address concerns and inquiries from several shareholders.
Similar to the company’s quarterly earnings calls, Tesla is also using investor communication platform Say to gather a number of questions that the company may address in the Cyber Roundup. Following are the Top 15 questions that Tesla investors wish to be addressed in the 2022 annual shareholder meeting.
- How does Tesla intend to utilize cash in the coming few years? Will Tesla increase CAPEX, share buybacks, dividends, or acquisitions?
- How many factories are necessary to achieve a long-term target of 20 million vehicles per year?
- When the Cybertruck pricing is released, will all who ordered before it was taken down be grandfathered in or have to reconfigure? When will pricing be released?
- How is Tesla viewing the geopolitical risk between the US and China?
- What is the real estate strategy for Superchargers and Tesla restaurant locations across the US?
- With peak inflation behind us, are you now seeing recession as a challenge sometime in 2023? If yes, beyond layoffs, how is Tesla preparing for it?
- When will the Semi be available?
- What impacts will the upcoming EV tax credit for 2023 have on the demand and pricing of Tesla vehicles?
- Is the new Master Plan ready What will Tesla focus on for the next 5 to 10 years?
- When will 4680 output match your original yield and velocity (daily output) targets?
- When can we see the final design/features for Cybertruck, Semi, & Roadster, and when will they each target 1st production deliveries?
- Does Tesla have plans to produce a home HVAC system? What is the timeline for Tesla HVAC, and what are the limiting factors for production?
- Is it looking likely that we’ll see a working prototype of Optimus at AI Day 2? Any idea of the timetable from prototype to first practical use, either in-house or commercially?
- Is there a point within the next 2-3 years, given the potential cash generation incoming, where you could see Tesla start buying back shares and/or issue a dividend?
- Have you confirmed supply for 2023’s planned production?
Prior to Tesla’s move to Texas, the company typically holds its annual meeting of stockholders in California, at the Computer History Museum in Mountain View. With Gigafactory Texas now being Tesla’s new headquarters, however, it makes sense for the electric vehicle maker to hold some of its most important events on the complex. The moniker “Cyber Roundup,” if any, definitely fits Tesla’s new Texas roots.
The full list of questions that Tesla shareholders have submitted on Say can be accessed here.
Disclaimer: I am long TSLA.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Investor's Corner
Shareholder group urges Nasdaq probe into Elon Musk’s Tesla 2025 CEO Interim Award
The SOC Investment Group represents pension funds tied to more than two million union members, many of whom hold shares in TSLA.

An investment group is urging Nasdaq to investigate Tesla (NASDAQ:TSLA) over its recent $29 billion equity award for CEO Elon Musk.
The SOC Investment Group, which represents pension funds tied to more than two million union members—many of whom hold shares in TSLA—sent a letter to the exchange citing “serious concerns” that the package sidestepped shareholder approval and violated compensation rules.
Concerns over Tesla’s 2025 CEO Interim Award
In its August 19 letter to Nasdaq enforcement chief Erik Wittman, SOC alleged that Tesla’s board improperly granted Musk a “2025 CEO Interim Award” under the company’s 2019 Equity Incentive Plan. That plan, the group noted, explicitly excluded Musk when it was approved by shareholders. SOC argued that the new equity grant effectively expanded the plan to cover Musk, a material change that should have required a shareholder vote under Nasdaq rules.
The $29 billion package was designed to replace Musk’s overturned $56 billion award from 2018, which the Delaware Chancery Court struck down, prompting Tesla to file an appeal to the Delaware Supreme Court. The interim award contains restrictions: Musk must remain in a leadership role until August 2027, and vested shares cannot be sold until 2030, as per a Yahoo Finance report.
Even so, critics such as SOC have argued that the plan does not have of performance targets, calling it a “fog-the-mirror” award. This means that “If you’re around and have enough breath left in you to fog the mirror, you get them,” stated Brian Dunn, the director of the Institute for Comprehension Studies at Cornell University.
SOC’s Tesla concerns beyond Elon Musk
SOC’s concerns extend beyond the mechanics of Musk’s pay. The group has long questioned the independence of Tesla’s board, opposing the reelection of directors such as Kimbal Musk and James Murdoch. It has also urged regulators to review Tesla’s governance practices, including past proposals to shrink the board.
SOC has also joined initiatives calling for Tesla to adopt comprehensive labor rights policies, including noninterference with worker organizing and compliance with global labor standards. The investment group has also been involved in webinars and resolutions highlighting the risks related to Tesla’s approach to unions, as well as labor issues across several countries.
Tesla has not yet publicly responded to SOC’s latest letter, nor to requests for comment.
The SOC’s letter can be viewed below.
Investor's Corner
Tesla investors may be in for a big surprise
All signs point toward a strong quarter for Tesla in terms of deliveries. Investors could be in for a surprise.

Tesla investors have plenty of things to be ecstatic about, considering the company’s confidence in autonomy, AI, robotics, cars, and energy. However, many of them may be in for a big surprise as the end of the $7,500 EV tax credit nears. On September 30, it will be gone for good.
This has put some skepticism in the minds of some investors: the lack of a $7,500 discount for buying a clean energy vehicle may deter many people from affording Tesla’s industry-leading EVs.
Tesla warns consumers of huge, time-sensitive change coming soon
The focus on quarterly deliveries, while potentially waning in terms of importance to the future, is still a big indicator of demand, at least as of now. Of course, there are other factors, most of them economic.
The big push to make the most of the final quarter of the EV tax credit is evident, as Tesla is reminding consumers on social media platforms and through email communications that the $7,500 discount will not be here forever. It will be gone sooner rather than later.
It appears the push to maximize sales this quarter before having to assess how much they will be impacted by the tax credit’s removal is working.
Delivery Wait Time Increases
Wait times for Tesla vehicles are increasing due to what appears to be increased demand for the company’s vehicles. Recently, Model Y delivery wait times were increased from 1-3 weeks to 4-6 weeks.
This puts extra pressure on consumers to pull the trigger on an order, as delivery must be completed by the cutoff date of September 30.
Delivery wait times may have gone up due to an increase in demand as consumers push to make a purchase before losing that $7,500 discount.
More People are Ordering
A post on X by notable Tesla influencer Sawyer Merritt anecdotally shows he has been receiving more DMs than normal from people stating that they’re ordering vehicles before the end of the tax credit:
Anecdotally, I’ve been getting more DMs from people ordering Teslas in the past few days than I have in the last couple of years. As expected, the end of the U.S. EV credit next month is driving a big surge in orders.
Lease prices are rising for the 3/Y, delivery wait times are… pic.twitter.com/Y6JN3w2Gmr
— Sawyer Merritt (@SawyerMerritt) August 13, 2025
It’s not necessarily a confirmation of more orders, but it could be an indication that things are certainly looking that way.
Why Investors Could Be Surprised
Tesla investors could see some positive movement in stock price following the release of the Q3 delivery report, especially if all signs point to increased demand this quarter.
We reported previously that this could end up being a very strong rebounding quarter for Tesla, with so many people taking advantage of the tax credit.
Whether the delivery figures will be higher than normal remains to be seen. But all indications seem to point to Q3 being a very strong quarter for Tesla.
Elon Musk
Tesla bear Guggenheim sees nearly 50% drop off in stock price in new note
Tesla bear Guggenheim does not see any upside in Robotaxi.

Tesla bear Guggenheim is still among the biggest non-believers in the company’s overall mission and its devotion to solving self-driving.
In a new note to investors on Thursday, analyst Ronald Jewsikow reiterated his price target of $175, a nearly 50 percent drop off, with a ‘Sell’ rating, all based on skepticism regarding Tesla’s execution of the Robotaxi platform.
A few days ago, Tesla CEO Elon Musk said the company’s Robotaxi platform would open to the public in September, offering driverless rides to anyone in the Austin area within its geofence, which is roughly 90 square miles large.
Tesla CEO Elon Musk confirms Robotaxi is opening to the public: here’s when
However, Jewsikow’s skepticism regarding this timeline has to do with what’s going on inside of the vehicles. The analyst was willing to give props to Robotaxi, saying that Musk’s estimation of a September public launch would be a “key step” in offering the service to a broader population.
Where Jewsikow’s real issue lies is with Tesla’s lack of transparency on the Safety Monitors, and how bulls are willing to overlook their importance.
Much of this bullish mentality comes from the fact that the Monitors are not sitting in the driver’s seat, and they don’t have anything to do with the overall operation of the vehicle.
Musk also said last month that reducing Safety Monitors could come “in a month or two.”
Instead, they’re just there to make sure everything runs smoothly.
Jewsikow said:
“While safety drivers will remain, and no timeline has been provided for their removal, bulls have been willing to overlook the optics of safety drivers in TSLA vehicles, and we see no reason why that would change now.”
He also commented on Musk’s recent indication that Tesla was working on a 10x parameter count that could help make Full Self-Driving even more accurate. It could be one of the pieces to Tesla solving autonomy.
Jewsikow added:
“Perhaps most importantly for investors bullish on TSLA for the fleet of potential FSD-enabled vehicles today, the 10x higher parameter count will be able to run on the current generation of FSD hardware and inference compute.”
Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming
Tesla shares are down just about 2 percent today, trading at $332.47.
-
Elon Musk2 days ago
SpaceX Starship Flight 10 was so successful, it’s breaking the anti-Musk narrative
-
Elon Musk1 day ago
Elon Musk reveals when SpaceX will perform first-ever Starship catch
-
Elon Musk11 hours ago
Elon Musk shares unbelievable Starship Flight 10 landing feat
-
News1 day ago
Tesla launches Full Self-Driving in a new region
-
News2 days ago
Tesla appears to have teased a long-awaited Model Y trim for a Friday launch
-
News1 day ago
Tesla Robotaxi rival Waymo confirms massive fleet expansion in Bay Area
-
News5 days ago
Tesla makes big change to encourage Full Self-Driving purchases
-
News3 days ago
Tesla Semi earns strong reviews from veteran truckers