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JayM
@jay-merrick
41
Just a guy who loves his stealth ppf'd tesla
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2025-11-02 18:42
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jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-13 23-56
Vesting begins April 5, 2027, with 1/48th of the shares vesting each month thereafter, and all shares fully vested by March 5, 2031
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jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-13 23-56
Tom Zhu did not purchase $226 million worth of $TSLA — those shares are part of a new stock option grant that hasn't fully vested.
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jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-13 16-37
This won't be addressed further, but remember everyone is human and it's impossible to know what someone else is going through. Be kind, be courteous and be open minded Appreciation goes to those who show
jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-13 16-37
Kindness toward others helps people feel better 😊🙏 Thx
jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-13 16-37
If someone is disrespectful, mean, uses name-calling, or acts hurtfully, they will be blocked or muted—no one needs that negativity in their life Respectful disagreement and discussion are welcome
jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-07 21-13
Production sits at ~2M cars per year and rising, each with dual-SoC AI4, eight cameras, redundant steering actuation and other systems, and high-bandwidth communication
jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-07 21-13
That is combined with in-house AI4 chips for processing massive volumes of video; without those chips, hardware spending would likely be about double.
jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-07 21-13
By the end of this year, Tesla will have spent roughly $10B cumulatively on Nvidia hardware for training.
jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-07 21-13
Nvidia supplies useful tools for automakers, yet the automotive sector is contributing little independently
jay-merrick
LeoFinance
9M
RE: LeoThread 2026-01-01 19-56
As of January 1, Tesla referral codes have reset for everyone Up to 10 referrals are allowed per calendar year. Each referrer benefit expires 12 months after the grant date
jay-merrick
LeoFinance
9M
RE: LeoThread 2025-12-31 15-10
Going forward there will be changes to future posts. Apologies for the long thread 1/8
jay-merrick
LeoFinance
9M
RE: LeoThread 2025-12-23 20-00
Taken together, these underlying positives outweigh the near‑term earnings reset in the valuation framework
jay-merrick
LeoFinance
9M
RE: LeoThread 2025-12-23 20-00
Potentially broader news flow around the Optimus humanoid robot program in 2026 could further enhance Tesla’s perceived optionality in non‑automotive profit pools
jay-merrick
LeoFinance
9M
RE: LeoThread 2025-12-23 20-00
Recently approved compensation packages for Mr. Musk appear to align incentives with long‑term value creation by tying rewards to major autonomy and AI platform milestones
jay-merrick
LeoFinance
9M
RE: LeoThread 2025-12-23 20-00
Global advances in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly central to the Tesla equity story and could provide sentiment tailwinds
jay-merrick
LeoFinance
9M
RE: LeoThread 2025-12-23 20-00
The reset in the US EV market is creating a foundation for more durable, attractive long‑term demand EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth
jay-merrick
LeoFinance
9M
RE: LeoThread 2025-12-23 20-00
Canaccord Genuity analyst George Gianarikas raised the $TSLA price target to $551 (from $482) and maintained a BUY rating
jay-merrick
LeoFinance
10M
RE: LeoThread 2025-12-21 19-37
Number of BREAKING posts over the past three years: • 2023: 266 • 2024: 190 • 2025: 148 A 44% drop. Progress! BREAKING posts have made up 3.4% of all posts so far in 2025
jay-merrick
LeoFinance
10M
RE: LeoThread 2025-12-21 19-37
A couple of years ago a goal was set to reduce the number of BREAKING posts and curb sensationalism. So when something is truly BREAKING, it stands out.
jay-merrick
LeoFinance
10M
RE: LeoThread 2025-12-16 19-50
Tesla's advanced autonomous driving offerings are expected to remain a significant competitive advantage over other EVs. As the platform advances toward higher autonomy (hands-off, eyes-off) it could transform
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