TeslasRUs

SpaceXSI has just launched the USSF-627 mission for the U.S. Space Force from Vandenberg Space Force Base in California. Falcon 9 lifted off at 8:36 PM PT, and the first stage landed on the Of Course I Still Love You droneship in the Pacific about 8 minutes later. • Classified national security mission • 7th flight for this booster • 120th Falcon 9 launch of 2026 • 2nd Space Force mission from Vandenberg in 6 days Source: SpaceX, Space.com

Update: Tesla has just officially announced that its Robotaxi service now runs 24 hours a day, 7 days a week, in every city where rides are available. • Austin • San Antonio • Houston • Fort Worth • Dallas • Miami • Orlando • Tampa That's up from 21 hours a day (5 AM to 2 AM) earlier this month. Source: Tesla Robotaxi, Sawyer Merritt

This is a BIG deal! Remember when “Waymo operates 24/7, Tesla doesn’t” was one of the go-to arguments against Tesla’s robotaxi progress? Well, there goes another talking point. The gap keeps narrowing, but I’m sure the goalposts will keep moving. 😂

Camping in the Model X just got a lot comfier. It turns the cabin into a bed, and the 12V pump and two pillows mean you're not inflating it by hand. Pick of the Week: 🔎fitmytesla.com/product?asin=… Shop on Amazon: 🛒amazon.com/dp/B0HJ81N6C9?tag… #ad #Tesla #ModelX #ModelXAccessories

Tesla has just launched its Holiday Collection on the Tesla Shop, adding 22 new items. Some of the highlights: • Tesla Action Figure 2.5 Factory Edition: $45 • Cybertruck RC Racer: $350 • 1:43 Scale Cybercab Diecast: $65 • 1:43 Scale Cybertruck Diecast Holiday Edition: $85 • Cybercab and Cybertruck pullback racers: $35 each • Tesla Ornament: $20 • Winter Holiday Sweater: $85 There are also holiday mugs, blankets, beanies, scarves, tees and even a dog sweater. Source: Tesla, Sawyer Merritt

TSLA at the close: $390.84 (+2.91%) • Prev close: $379.78 • Today's range: $386.35 to $395.43

A lot of people think Tesla's problem is demand, but Tesla's own Q3 letter says the real limit is batteries. So they're making their own in Austin, with room for over 40 GWh of 4680 cells a year, plus cathode and lithium refining right there. Model Y, Cybertruck, Cybercab and the new Semi all run on them. Tesla's director of cell manufacturing says Giga Texas will soon be the biggest cell factory in North America. Video is AI-generated for illustration, not actual footage. Source: Tesla, Sawyer Merritt

Tesla has just opened a new Supercharger in New Castle, Delaware. • Location: 1515 North Dupont Highway • Stalls: 8 (V4) • Charging speed: up to 500 kW • Open to other EVs: Yes Source: Tesla Charging, Supercharge info

SpaceXSI has just officially launched Grok Bot 1.0, a major update to its AI teammates. What's new: • Team Bots: share a Bot with your whole team and bring it into Slack & Microsoft Teams • Meetings: Bots can join Google Meet, Zoom & Teams calls and send a summary afterward • Proactive: Bots can spot work that needs doing, offer to take it on & follow up on unfinished tasks • More capable: faster and more reliable at using the browser, writing documents & building presentations Team Bots are available on Team & Enterprise plans. Meetings are on Team, Enterprise & Ultra plans. Source: SpaceXSI, Sawyer Merritt

Update: Elon Musk has just said Tesla will extend Cybertruck production through the end of summer 2027 to work through more of the order backlog. That's a few months past the June/July 2027 timeline he gave last week, before the Giga Texas line is cleared for more Cybercab production. Elon added that it's "not the smartest move from a profit-maximizing standpoint," but "there must be some room in this world for sentimentality." Source: Elon Musk, Reuters

Tesla has just announced that Chicago's first 50 Tesla Semis are now en route for delivery. Source: Tesla Semi, Sawyer Merritt

SpaceXSI has just been awarded a $9.9 million contract by the U.S. Space Development Agency to study using its Starlink laser terminal, called Plaser, for missile warning & tracking satellites. Details: • Contract value: $9,921,992, with options up to $12.67 million • Includes: a risk reduction study, test hardware & help connecting it to missile tracking systems • Work locations: Hawthorne, California & Redmond, Washington • Expected completion: Oct 7th, 2027 Plaser is the same laser link Starlink satellites already use to pass data to each other in space, without going through ground stations. Source: U.S. Department of War, SpaceNews

TSLA at the open: $386.58 (+1.79%) • Prev close: $379.78 • Prev day range: $370.40 to $380.00

SpaceXSI's Starlink is getting faster across the U.S. and pulling in more customers from DSL, cable & fixed wireless providers, according to a new Ookla report. Highlights: • New U.S. Starlink users coming from non-fiber internet: about 9 in 10 • Median upload speed: 20.73 Mbps (from 14.63 Mbps), up 42% in a year • Median download speed: about 120 Mbps • Urban Starlink users: up 73% year over year in 1H 2026, vs 33% in rural areas Urban users grew faster than rural users in every state except Alaska & Hawaii. Source: Ookla, PCMag

Update: Tesla FSD (Supervised), now called Tesla Assisted Driving in Europe, has just been approved in Finland, making it the 11th European country. Finland's transport agency Traficom recognized the Dutch RDW approval on Nov 10th, so Tesla can start offering it to customers in Finland right away. The changes Tesla made include: • Name: Tesla Assisted Driving (from FSD Supervised) • Speed settings: reset to the speed limit every time the car starts Final EU-wide approval is expected this winter. Source: Tesla Europe, Traficom

Tesla has just opened a new Supercharger on South Padre Island, Texas. • Location: Padre Blvd • Stalls: 16 • Charging speed: up to 500 kW Source: Tesla Charging, Supercharge info

Starlink has just shared pricing for Mini 2: $999 for invited U.S. preorders, with 12 months of Roam Unlimited included. • Deposit: $100 (refundable) • Balance: $899 plus tax, charged when it ships • Shipping: expected to start mid-December • Included service value: $2,100 for the year • Travel: use abroad for up to 30 days at a time Source: PCMag, Sawyer Merritt

Tesla has shared a new video showing how it uses a real-time simulator called Controller-Hardware-In-the-Loop (CHIL) to bring Megapack sites online faster. CHIL lets Tesla test an entire battery site before it's connected to the grid, including how it reacts to faults, frequency changes or a tree falling on a power line. • Site: Melbourne Renewable Energy Hub, Australia • Megapacks: 444 • Size: 600 MW / 1.6 GWh • Power: enough for up to 200,000 homes at evening peak • Result: Tesla says it was delivered months ahead of schedule Source: Tesla Megapack, SEC Victoria

Tesla has just opened two new Superchargers in the U.S. • West Memphis, AR: 8 stalls, up to 500 kW • Carbondale, CO: 8 stalls, up to 325 kW Source: Tesla Charging, Supercharge info

A lot of people are saying to buy $TSLA for the potential merger premium instead of buying $SPCX. My two cents: I'm hedging against the possibility that the merger never happens. If it does, great! I might sacrifice some upside. But if it doesn't and $SPCX has already had a massive run, I don't want to be left chasing it. I'd rather have exposure to both outcomes than bet everything on a merger.