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Cybercab

Every EVXL story tagged “Cybercab” — newest first.

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Tesla Optimus Scores Major Win as Apple AI Engineer Defects to Humanoid Team - Morgan Stanley Analyst Calls Tesla's xAI Investment Proposal A "Testing Of The Waters" For Deeper Musk Empire Integration
Tesla

Tesla Q4 2025 Earnings: Profits Fell 61% But Wall Street Focuses On What Comes Next

Tesla beat Wall Street expectations on earnings and margins in Q4 2025, even as net income dropped 61% and annual profit fell to less than a third of its 2022 peak. Investors shrugged off the decline and pushed shares higher after hours, betting on CEO Elon Musk’s promises of robotaxis, humanoid robots, and a $20…

Elon Musk's '5x Value' Self-Driving Math Has a Fatal Economic Flaw
Elon Musk

Elon Musk’s ‘5x Value’ Self-Driving Math Has a Fatal Economic Flaw

I keep seeing Elon Musk’s 2022 Baron Conference clip resurface on X, where he explains why Tesla is a better investment than Mercedes-Benz using “net present value of future cash flows.” The same argument he made at the March 2025 All-Hands meeting when Tesla stock was down 40%: “It’s very difficult for people in the…

Tesla Robotaxi Mishaps Spark Safety Concerns in Austin Trials
Tesla

Tesla RoboTaxi Impresses Wall Street: TD Cowen Reaffirms $509 Target After 40-Mile Test

TD Cowen has maintained its Buy rating on Tesla stock with a $509 price target after analysts took three RoboTaxi rides covering nearly 40 miles in Austin. We have been tracking Tesla’s autonomous ambitions since the June launch, and this marks one of the first instances of Wall Street analysts conducting hands-on due diligence in…

'Big Short' Investor Michael Burry Calls Tesla Stock 'Ridiculously Overvalued'
Tesla

‘Big Short’ Investor Michael Burry Calls Tesla Stock ‘Ridiculously Overvalued’

Michael Burry, the legendary investor who predicted the 2008 housing crash, has publicly declared war on Tesla’s valuation. In a scathing post on his new Substack newsletter “Cassandra Unchained,” Burry called the electric vehicle maker “ridiculously overvalued” and took direct aim at what he calls the “Elon cult.” The criticism comes at a precarious moment…

Tesla

Tesla Expands Direct Rentals to 5 Cities: $60/Day Includes FSD & Supercharging

Tesla is aggressively expanding its direct rental program beyond California, launching a $60/day service in five major U.S. cities to combat post-subsidy sales slumps. Tesla isn’t just selling cars anymore—it’s renting them directly to you for less than the cost of a standard rental car. Following a quiet pilot in California, the automaker is rapidly…

Tesla

Tesla Bets Big On Energy Storage With $200M Houston Megafactory As EV Business Stumbles

Tesla is ramping up hiring for its $200 million Megapack battery factory in Brookshire, Texas, just outside Houston, with 41 positions currently posted and a job fair scheduled for the week of November 10, 2025. The facility represents Tesla’s aggressive push into utility-scale energy storage at a time when its automotive division faces mounting challenges…

Tesla's Bumpy Road: Expected Shortfall in Q3 2023 Deliveries
Tesla

Tesla Sales Crater Across Europe As Shareholders Vote On Musk’s $1 Trillion Payday

Tesla’s October 2025 sales collapsed across Europe, with registrations plummeting by double-digit margins in nearly every major market—just as shareholders vote today on CEO Elon Musk’s nearly $1 trillion compensation package. The timing couldn’t be worse for the embattled EV maker, as the catastrophic sales figures underscore growing questions about whether Musk deserves the largest…

Tesla Faces Major Lawsuit Over Full Self-Driving Promises—Are EV Buyers Misled?
China

Tesla’s China Sales Fall 9.9% In October As Even BYD Struggles Amid Brutal Price War

Tesla’s China-made electric vehicle sales fell 9.9% year-over-year in October 2025 to 61,497 units, reversing a brief September uptick and signaling renewed struggles in the world’s largest EV market. The decline, reported by the China Passenger Car Association, marks a troubling return to the downward trajectory that plagued the automaker for eight consecutive months earlier…

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