Tesla Q3 deliveries report expected to be very positive for mega packs and vehicles; Model Y variants sold out in US until 2027.

Big thank you to TND Tesla Sha D Cyber Sniper Bookhorn.

Amazon 1%. Tesla 5.7%, call it 6%, SpaceX 4%.

We have Tesla Semi roll out. We'll talk about that in a second. Got some launches. Tesla October 1st, nextG roadster reveal in Waco, Texas.

Now, I've got a theory that people think because the airspace above is kind of secured that these cars are going to fly. I don't think so, but it might be just because they don't want spies coming in or there could be drones overhead.

I'm not sure. I don't expect the car to fly. I do expect it to stick to a road and go really fast though, that's for sure.

And then Falcon 9 crew NASA crew to ISS again and Tesla Q3 production deliveries report which should be very positive both for mega packs and for vehicles themselves.

Apparently Teslas like Model Y, long range and Model Y, big one is all sold out in the US till 2027.

Anyhow, the market is clearly stacking. Tesla, you're very familiar with this chart. If you look at my Wednesday TA shows, this channel up has just been solid, staying in that cloud.

And we should be hitting the 380 level real soon, imminently. Maybe tomorrow it's 379 as we speak. We're a dollar away, but 380 was that kind of big support level for a long time, and now it's kind of flipped into a bit of resistance.

We'll see if we can break through it. Once we break through it, we go north of 400 real fast into Q4, that's for sure.

Also, the biggest truck order in the history allegedly. Uh I don't follow truck orders personally, but Zetscale, which I also never heard of till today, they had the largest Tesla semi-truck order in history.

And Dan Priestley says it kind of it's it words to the effect of it's a no-brainer for truck fleet managers to get a low cost per mile from this vehicle. You save 60 to 70% over a diesel truck.

And there's no maintenance and there's no downtime. So all the shippers and carriers will be buying these things. They will sell like hotcakes. This is a $25,000 two half thousand unit order.

California also has large rebates. They've also sold thousands. So, this thing will sell off like hot cakes.

I just hope they have enough batteries to make them in the new giga, which we'll see. What day is that? Tesla semi September 24th. Oh, that's in two days. That'll be exciting. So, we get to check that out, too.

Again an AI factory people just think it's just Nvidia GPU in it but no there's the power and the cooling and the connectivity and all the grid management and the smoothing of electricity fry your GPUs etc. and Mega made the first cut which will drive a ton of sales.

You can see that all of the Colossus data centers from SpaceX and the data centers from Tesla they use for FSD are all using mega packs again to smoothing out that electric electricity which is so important.