🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Model S and Model X Production Ending: Tesla officially began winding down Model S and Model X production in the US, targeting completion by Q2 2026. Factory space at Fremont will shift to Optimus robots and Robotaxi manufacturing.
2. New SUV Teased: Elon Musk hinted at a new full-sized SUV with three rows, calling it “way cooler than a minivan.”
3. Q1 Delivery Forecast: Analysts project 365,645 Q1 2026 deliveries (+8% YoY), but this is the second consecutive quarterly decline.
4. Stock Warning: HSBC analyst targets $131 (65% downside), citing weak growth and EV competition. Tesla trades around $362, down 23% in 3 months.
5. TERAFAB Launched: Tesla, SpaceX, and xAI launched a $25B chip fabrication joint venture in Austin. It will produce AI5 chips for FSD, Cybercab, and Optimus by late 2026.
6. FSD Under Scrutiny: NHTSA’s EA26002 engineering analysis covers 3.2M vehicles. Dutch RDW decision on EU FSD approval expected April 10.
7. Tesla Semi Milestone: Hundreds of Tesla Semi units have accumulated 13.5M fleet miles, with range now at 500 miles via aerodynamics.
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