$Tesla Motors(TSLA)$ Donald Trump is expected to announce that Mesabi Metallics plans to build a $15 billion steel mill in Iowa. That should help bring down manufacturing costs for TSLA.
$Tesla Motors(TSLA)$ Noticed something interesting buried in a recent Tesla app update — the company is quietly working on letting Robotaxi rides replace loaner cars for service appointments. From Tesla's side, loaner fleets sit idle most of the time, need their own insurance, and add logistical headaches at every service center. A Robotaxi ride costs a fraction of that to run, and Musk's long-term target for operating cost is around $0.20/mile. Not there yet, but that's the direction. For customers, getting chauffeured to your appointment instead of driving an unfamiliar loaner sounds way less annoying. Obviously this only works where Robotaxi actually operates — right now that's Austin, Dallas, Houston, and Miami, with Nevada just approving
$NIO Inc.(NIO)$ NIO is working on a new battery for the Firefly. The 42 kWh version is being upgraded to 63 kWh, with range going from 204 miles to 275-300 miles.
$NIO Inc.(NIO)$ William Li confirmed Firefly will stick with a single-model strategy. They are not planning a family of models; they will keep the one and add editions and technology upgrades over time. He compared it to the iPhone approach: the core product, with new additions. The brand has stayed #1 in the premium compact segment for 15 consecutive months. This is no longer just a strong launch; the company is highlighting the persistence of its leadership. Q2: 17,589 Firefly deliveries, growing both sequentially and year over year, while William said Firefly's ASP also increased. This shows the company is achieving growth without sacrificing positioning or pricing. August: 5,852 Firefly deliveries, +34.7% YoY. From January through August,
$Tesla Motors(TSLA)$ If the right side of the saucer breaks out above the rim, roughly where the moving averages and prior resistance cluster near 360-365, that would be the traditional confirmation point for calling the reversal complete. It hasn't broken decisively above that shelf yet in what's shown.