Notes
$TSLA - TESLA AUTOPILOT CASE OVERBLOWN, NO MAJOR IMPACT: PIPER
Piper Sandler downplayed the significance of Tesla's recent Autopilot-related jury verdict in Florida, saying the case is less serious than headlines suggest.
A jury found Tesla partially liable in a 2019 crash, awarding $243M—mostly in punitive damages. Piper expects much of that, especially the $200M in punitive damages, to be overturned on appeal, noting Florida rarely enforces such awards in product cases.
The firm pointed out the car used 2018 software, not Tesla’s current FSD, and said the crash had already been settled, with the driver admitting fault for pressing the accelerator.
Piper concluded the case has no direct impact on FSD’s future and maintained its Overweight rating on Tesla.
$TSLA - MUSK’S NEW PAY DEAL LIFTS UNCERTAINTY FOR TESLA: WEDBUSH
Tesla’s new stock award for CEO Elon Musk removes a key overhang and ensures leadership stability through 2030, says Wedbush analyst Dan Ives.
In a note following Tesla’s 8-K filing, Wedbush called the 96 million-share grant a strategic move to retain Musk, aligning with its earlier call for the board to secure his long-term commitment.
The award, valued at $23.7 billion, mirrors terms from Musk’s 2018 plan and requires him to pay $23.34 per share upon vesting.
Wedbush emphasized the importance of Musk amid the AI talent war and reiterated an Outperform rating with a $500 price target.
$TSLA - TESLA APPROVES 96 MILLION SHARE AWARD FOR MUSK; STOCK RISES
Tesla has approved a 96 million restricted stock award for CEO Elon Musk, boosting shares 2.1% in premarket trading Monday.
The "2025 CEO Interim Award" was approved Sunday after a special committee's recommendation. Musk and his brother Kimbal recused themselves from the board vote.
The shares are subject to regulatory approval and a performance condition. Tesla says it may not recognize any compensation expense unless that condition becomes likely, which it will reassess quarterly. Based on August 1 prices, the award could be worth about $23.7 billion.
MAGNIFICENT SEVEN'S COMBINED MARKET VALUE HITS NEW RECORD
$19 trillion
That is the combined market capitalization of the Magnificent Seven, a fresh all-time high for the tech stalwarts.
Meta Platforms, Microsoft and Nvidia are on pace for record market caps, according to Dow Jones Market Data.
Here is the breakdown:
-- $NVDA: $4.4 trillion
-- $MSFT: $4 trillion
-- $AAPL: $3.1 trillion
-- $AMZN: $2.5 trillion
-- $GOOGL: $2.4 trillion
-- $META: $2 trillion
-- $TSLA: $1 trillion
It is an immense amount of work, but possible
robotaxi 在旧金山湾区测试的范围要比 waymo 大多了。旧金山很多停车场五个小时以上的停车费就要 35美元。如果真的可以扩展到 marin , 东湾和 San Jose，那就不用自己开车了，也不要耗神考虑找停车位，担心被砸车了，可以天天在外面到处浪 :)
Mystonks @MyStonksCN 如何购买美股详细步骤
其实我对美股并不是特别了解，我入圈就是Web3，并没有股票投资经验，但是最近美股确实是风头正盛
我就买点特斯拉吧 $TSLA ，信马哥得永生 @elonmusk
首先 通过链接注册：https://t.co/bjxthCWYyu 链接钱包
然后点击右上角的菜单，点击Stonks100-现货
随后在账户余额哪里点击接收充值就好了
注意：交易美股需要KYC
然后就可以选自己喜欢的股票进行交易啦
非常方便，市价交易需要在指定时间哦
$TSLA - TESLA BETS ON ROBOTAXIS, ROBOTS AS EV SALES FALL
Tesla’s Q2 profits fell 16% and sales dropped 12%, but Elon Musk says the future is in robotaxis and humanoid robots. A small robotaxi service has launched in Austin, with plans to expand, though it trails rivals like Waymo. Musk expects autonomy to boost revenue by 2026 and plans mass production of the Optimus robot within five years.
$TSLA - TESLA EARNINGS: MIXED WALL STREET REACTIONS
Tesla’s Q2 results showed long-term AI promise but near-term risks, prompting varied analyst views.
🔸 BofA: Results were slightly better than expected (EPS $0.40 vs $0.35 est.) on strong energy and auto margins but warned of rough quarters ahead as EV incentives end and tariffs rise. Neutral rating.
🔸 Morgan Stanley: Tesla is pushing toward autonomy while facing slower volumes and higher costs.
🔸 Barclays: Cautious, citing a widening gap between Tesla’s AI narrative and fundamentals with potential deterioration ahead. Maintains Equal Weight, $275 target.
🔸 Stifel: Neutral, noting positive robotaxi and FSD rollout plans but weak demand sentiment and delays in new models.
🔸 Piper Sandler: Bullish, calling it a good quarter and focusing on Tesla’s long-term FSD potential over short-term issues.
Overall, analysts agree Tesla’s AI goals remain central but expect near-term turbulence before autonomy ambitions fully materialize.
更好用的移动端Web3钱包OKX Web3 钱包已深度集成麦通 @MyStonks_Org 、@MyStonksCN ！
「「掏出手机，打开 OKX Web3 钱包，在链上轻松交易美股啦！」」
最近稳定币的概念超火，连国内平台上的很多博主都在讨论。
zhaozhao认为，这个要买稳定币概念的股票或者代币的话，不如直接通过麦通MyStonks建仓稳定币龙头Circle（CRCL.M）！
100U战士已在麦通MyStonks上建仓Circle（CRCL.M）！
通过OKX Web3钱包进入麦通MyStonks：
📱手机→OKX Web3钱包→发现页面→进入链接或直接搜索Mystonks→选择网络并连接钱包→使用身份证或护照完成KYC→即刻进入链上美股时代！
直达🔗https://t.co/cJBC75N0vK
现在哪些美股值得买入？
可以关注下@DaisyCryptoo 总结的Crypto概念股和财报信息。
Crypto山寨很难玩？那就上麦通MyStonks玩链上美股！
$TSLA - TESLA SEES MODEST GAINS AHEAD OF EARNINGS
Tesla shares are up 0.47% to $333.67 ahead of earnings. Options volume is light, with calls leading puts (put/call ratio 0.89). Implied volatility fell to 55.67, below the 52-week median, implying a daily move of $11.70. The options market sees a 50% chance of a move over 8.15% ($27.20) after today’s report, reflecting a modestly bullish tone.
