TSLATeslaNeutralTesla

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$TSLA Tesla Cybercabs in 2027: the bull case. Our guess, with each new state unlocking a higher step. Now: 573 Cybercabs on the Texas list. Registered, not in service. Cybercabs in service at the end of each quarter: Q1: 500 (Texas) Q2: 2,500 (Florida) Q3: 12,000 (Arizona and Nevada) Q4: 30,000 (California, a stretch) The money line: about $25M a year in Q1, about $1.5B a year by Q4, if each cab earns about $50,000 a year. 2027 revenue in this case: about $375M. That is about 0.3% of Tesla's yearly revenue. Tesla has not published Cybercab production or revenue. Its Texas capacity is over 125,000 a year, but that is not output. The story is 2028 and later.

TSLATeslaNeutralTesla

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$TSLA Tesla Cybercab count up more than 12x in Texas Cybercabs on the Texas DMV list: Aug 31: 45 Sep 8: 49 Oct 9: 319 Oct 28: 573 Now: still 573 That's 13 days flat. And registered is not in service. It's a state list, not rides. Our guess for the Texas count: If the fastest weeks repeat: about 1,450 by Dec 31, about 4,570 by mid 2027 If the recent pace holds: about 1,000 and about 2,570 Growth has come in big batches, so it could jump or stall. Tesla dropped its plan for volume Cybercab production in 2026. On the Oct 22 call it said it aims for first customer deliveries by year end, starting small. All Tesla robotaxis on the Texas list Nov 10: 1,302 573 Cybercabs, 631 Model Ys, 98 with the model left blank

NeutralSPCXSpaceXSpaceXTAT&TAT&TTMUST-MobileT-Mobile

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$SPCX SpaceX is collecting airwaves so it can run its own phone service from space. Here is the puzzle: EchoStar airwaves, 50 MHz: FCC approved, final close targeted late Nov 2027 Tristar airwaves, 15 MHz: FCC approved Oct 21 Grain 800 MHz, up to 14 MHz paired: signed Oct 8, reportedly accepted for FCC review Nov 10, not approved yet 800 MHz is the low-band signal that goes through walls and glass. Verizon, AT&T and T-Mobile reportedly would not let SpaceX use their networks. So SpaceX is buying its own.

FLYFirefly AerospaceNeutralFirefly Aerospace

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$FLY Firefly Aerospace - $110.7M Revenue Tops Estimates, Record $1.7B Backlog. Revenue $110.7M vs $103.15M expected Adjusted EPS (profit per share) -$0.45 vs -$0.49 expected 2026 revenue forecast $440M to $450M Down 3.3% after hours at $22.92 https://t.co/vF45fLFUff

RGTIRigetti ComputingNeutralRigetti Computing

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$RGTI Rigetti - 99.5% Two-Qubit Accuracy On Its 108-Qubit System, $497.1M Cash, No Debt. Revenue $1.41M vs $3.52M expected Adjusted EPS (profit per share) -$0.06 vs -$0.05 expected 2026 revenue forecast about $20M, if a big Q4 customer signs off Down 8.4% after hours at $11.13 https://t.co/qlc149eQGO