50,000 trucks/year is the nameplate. analysts estimate 5,000-15,000 delivered in 2026. that's a 70-90% utilization gap on day one. $TSLA: 3.23B share float. $1.49T cap. -0.57% premarket. factory ribbon-cutting on a 1.7M sq ft plant doesn't change the ramp math. capacity ceiling is not a run rate.

Any word on the mileage duration on these?

Fleets with fixed routes and overnight depot charging are exactly where electric trucks make economic sense first

1,000 semis a week is about a fifth of north america's class 8 market, which retailed 23,191 trucks in july a coalition of cargo shippers picked tesla for 2,500 california trucks, about 5% of a year's capacity

Semi volume is a real narrative shift for TSLA. Watch how the call skew reacts near earnings, dealers love selling upside into stories like this until spot forces covering.

tbh i've been waiting for this since the 2017 reveal, finally real

Safer roads coming soon...

olha olha finalmente @observadornato_

RIP long haul truckers