Tracking the AI build-out: Nvidia, Tesla, xAI, the Mag7
Joined October 2025
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Super Heavy is on the pad at Starbase.
Booster 22 is the first Super Heavy V3 booster planned to return for catch. SpaceX ran a suspended squeeze test at catch height after it arrived.
Flight 15 is targeting as early as Friday, November 13, pending regulatory approval.
Super Heavy moved to the launch pad at Starbase. Booster 22 is the first Super Heavy V3 booster planned to return to the launch site for catch and was used for final catch testing upon arrival, including a suspended squeeze test at catch height
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$TSLA closed Monday at 378.05. That's the second straight close back over 354, after Friday finished at 358.22.
Thursday's close at 343.69 was the break we posted: xitter.twitterapi.xyz/RustyAlgorithm/status/…
The weekly close Friday also held above 352.70.
$TSLA (Tesla) fell hard Thursday, closing at 343.69 after Wednesday finished at 385.19.
Already under the 354 line. Day high 374.23; day low 338.15.
A weekly close under about 352.70 would deepen the break.
No chase from here.
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That second close takes the pressure off the under-354 line. It is not a buy, and not a reason to chase. Monday already went through the old 361–372 area (high 382.20).
The 361–372 area is the place to watch if it comes back. The idea is off if $TSLA closes back under 354.
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Pre-training is done. Grok 4.8 is in RL.
Elon says the team rewrote the entire RL and inference stack from scratch in C/C++, dumping JAX and SGLang. Evals are starting to climb. Soft rollout to Bot users later this week.
Grok 4.8 will bear no resemblance to 4.7.
🤖 Made with AI
We have dumped JAX/SGLang and rewritten the entire RL and inference stack from scratch in C/C++, which took some extra time.
Training (aka pre-training) is done. Lot of cleanup was needed on the SFT data to get that mostly right. Now, 4.8 is in RL and the evals are starting to climb. We will do a soft rollout to Bot users later this week and see how it goes.
Grok 4.8 will bear no resemblance to 4.7 (thankfully). It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special.
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Tesla is clearing Giga Texas for Cybercab.
Cybertruck production winds down around the middle of next year so the robotaxi line can take that floor.
Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production
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$TSLA (Tesla) fell hard Thursday, closing at 343.69 after Wednesday finished at 385.19.
Already under the 354 line. Day high 374.23; day low 338.15.
A weekly close under about 352.70 would deepen the break.
No chase from here.
ONE network for phones everywhere.
Starlink Mobile is building the first fully-integrated US satellite and terrestrial network. Base stations will use Qualcomm chips. Deployment starts in 2027.
Starlink Mobile is building the first fully-integrated US nationwide satellite and terrestrial network that will keep people connected on their phones no matter where they are. Our 5G base stations will leverage @Qualcomm chips to accelerate deployment, starting in 2027 🛰️📱
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$AAPL (Apple) closed Tuesday at 331.90, back inside the 328–334 buy area.
Monday finished above it at 338.32. Day high 334.50; day low 325.33.
Idea weakens under about 323; off under about 310.
Let's see if it can hold.
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Colossus 2 is tracking to around 1.2 million Blackwells by year-end.
Macroharder and Minihard both have 220k GB300s with 800 gig nics configured for training. Gun Range will have the same. Spam (used to house Hormel products) will have ~200k GB300s, but configured for inference, so much simpler networking and less than half the fiber.
I walked the whole Colossus 2 site around midnight and again this morning.
Good progress by the SpaceX team and contractors. Gun Range is tracking to be operational by end of November and Spam in December.
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Falcon 9 lofted another 27 Starlink satellites from California.
Watch Falcon 9 launch 27 @Starlink satellites to orbit from California xitter.twitterapi.xyz/i/broadcasts/1DGleVlqo…
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SpaceX completed Ship 42 static fires for Flight 15, with a full-duration six-engine fire and a single Raptor deorbit burn simulation.
Ship 42 static fires complete. The Starship preparing for Flight 15 performed a full duration, six-engine static fire, and fired a single Raptor engine to simulate a deorbit burn
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SpaceX confirmed deployment of another 27 Starlink satellites after today's Falcon 9 launch from California.
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Starlink Mobile is now live in Brazil with Vivo. First nationwide service covering the entire country, with 7 million phones already connected.
Starlink Mobile is now live in Brazil with @vivobr! 50M customers can use apps and messaging in cellular dead zones — with 7M phones already connected. This is the first nationwide service to cover the entire country.
The next-gen service - Starlink Mobile V2 - will make sure all Brazilians have access to high-speed mobile internet, from small fishing villages deep in the rainforests to remote stretches of highways 🛰️📱
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SpaceX completed a full-duration 33-engine static fire on the Super Heavy booster preparing for Flight 15.
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