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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas third-quarter earnings report and conference call are driving attention, with traders debating softer revenue and operating profitability alongside better-than-expected adjusted earnings and cash flow. The reaction is divided: bears focus on valuation, heavy AI and robotics investment, and delayed Optimus milestones, while bulls emphasize cash generation and the longer-term autonomy and AI opportunity; shares initial post-report gains faded.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results topped expectations, with software growth and delayed enterprise deals returning, while the company raised its free-cash-flow outlook but kept revenue guidance unchanged. The post-earnings pop sharply faded, leaving traders divided between seeing a sell-the-news reaction to modest growth and flat consulting versus emphasizing stronger software and cash generation.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly results drove attention: revenue and advertising growth topped expectations, while a one-time legal charge weighed on reported earnings and the company raised its AI spending outlook. Traders are divided between seeing strong ad performance and guidance as a positive signal and worrying about negative free cash flow, heavy investment, and the new non-voting share structure; the initial earnings pop also faced selling pressure.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is under pressure alongside a broad slide in Chinese tech stocks, with traders pointing to weakness in Hong Kongs tech market rather than a clear company-specific catalyst. The discussion is split between buyers calling the selloff oversold and bears citing Chinas economic and stimulus concerns and the shares persistent underperformance.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs latest quarterly report is the main focus: strong results and AI- and memory-related demand were offset by an outlook that failed to exceed expectations, with cleanroom and component constraints cited as limits on near-term growth. Traders are divided between calling the selloff an overreaction to a temporary delivery bottleneck and worrying that elevated expectations or peak semiconductor spending leave little room for disappointment.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ traders are focused on the fading reaction around Meta and Tesla earnings: despite strong headline results, the index struggled to hold its gains as some questioned whether heavy AI spending will deliver returns and framed the move as a sell-the-news reaction. Dip-buying bulls and bearish traders disagree on whether the weakness is temporary or signals broader tech-market pressure.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

Reports that the U.S. Navy halted new orders for AEVEXs GARC drone boats, reportedly over performance concerns and cheaper alternatives, triggered a sharp selloff. AEVEX disputes that orders were halted and says it completed its delivery obligations while Navy work on upgrades continues, leaving traders debating whether the news signals a major setback or is being overstated.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USPTOs decision not to intervene at this time in Netlists appeal over claim 16 of its 912 patent is the main focus, following Samsung and Microns withdrawal from the case. Traders view the move as potentially favorable but debate whether the Federal Circuit will dismiss the appeal, remand it, or rule on the merits; it does not itself restore the patent or determine the Google litigation.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention after a sharp slide toward fresh lows, with traders debating whether the drop could prompt a technical bounce or continue lower. Bearish posts point to dilution and concerns about Truth Socials user activity, while some traders are positioning for a rebound.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet shares are under pressure ahead of earnings, with traders focused on whether AI and Cloud growth can justify rising spending and offset concerns that AI could weaken Searchs advertising business. Bulls are treating the pullback as a buying opportunity and expect solid results, while bears worry about capex returns and further downside after the report.

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TSLL is drawing attention as traders position around Teslas earnings and react to bullish sentiment about the earnings call, while others warn of post-earnings volatility and the risks of leveraged ETF decay. SpaceXTesla merger speculation is also prompting questions about how TSLL would be affected, but no deal is confirmed.

SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years 

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Cathie Wood's ARK Investment Management analyst Brett Winton said Tesla shareholders looking beyond 2030 should favor a merger even without a premium.

Tesla Stock At $4,400? Cathie Wood's ARK Pins Hopes On Robotaxis, Sees SpaceX Merger In 5 Years

ARK says a Tesla-SpaceX merger could result in combined revenue of $3.8 trillion by 2031.

TSLA, SPCX Eye Green Open: Gary Black Predicts $420 SpaceX Buyout Of Tesla — Sees Announcement In ‘Next Few Weeks’ 

Gene Munster also interpreted the Roadster showcase as another sign of Musk’s desire to combine Tesla and SpaceX.

NIO Stock Climbs Overnight: EV Firm Outsells German Luxury Rivals In China Sales For First Time — CEO Hails Tesla’s Flying Roadster

CEO William Li praised Tesla’s flying Roadster, saying, “So impressive! This one we really don’t have.”

TSLA Stock Rises Overnight: Musk Bets Tesla’s Value On Optimus, Cybercab — Analyst Sees Flying ‘Halo Car’ Luring Buyers 

Morningstar sees the Roadster attracting buyers to Tesla’s broader lineup, despite forecasting fewer than 2,000 annual deliveries.

TSLA Stock Gets Some Thrust From ‘Flying’ Roadster Reveal — Munster Calls It ‘Engineering Flex’ With A Tesla-SpaceX Clue  

Tesla outlined Performance, Thrust and flight-capable Rocket versions, showcasing a 0-60 mph time of 0.81 seconds.

Elon Musk Sees SpaceX Topping $100 Trillion In Under 10 Years — Retail Eyes Tesla Merger Reveal At Roadster Event 

Barclays outlined potential merger-announcement windows before Tesla’s annual meeting or within six to 12 months if announced separately.

TSLA Stock Rises Overnight: Tesla’s Long-Delayed Roadster Event Is Back On — Musk Teases ‘Timing Is Everything’ 

Tesla will livestream its postponed Roadster event Thursday at 7:55 p.m. CST.

TSLA Stock Climbs Overnight As Cybercab Eyes Dallas — Musk Recalls When Shorts Had Tesla In ‘Checkmate’

Tesla AI chief Ashok Elluswamy hinted that Cybercab rides could reach Dallas next.

TSLA Stock Hits Nearly 3-Week High: Nvidia Win Adds Muscle To ‘Physical AI’ Pivot Despite Optimus Delays 

Morningstar called Tesla a “believe-me story,” with its valuation hinging heavily on robotaxis, Optimus and other emerging businesses.

Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X ETF

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Musk said $1 trillion in SpaceX revenue in 2028 was “no longer impossible,” versus the 2030 scenario he outlined in June.</li><li>Gene Munster sees 95% odds of a Tesla merger within two years, while Dan Ives puts the probability at 80%-90% by end-2027.</li><li>Independent committees are exploring a merger, but Musk cautioned that shareholder approval is a hurdle.</li></ul>Shares of Space Exploration Technologies Corp. (SPCX) jumped over 8% overnight late Tuesday as CEO Elon Musk said $1 trillion in revenue in 2028 was “no longer impossible,” while Deepwater Asset Management’s Gene Munster put the odds of a Tesla (TSLA) merger within two years at 95%.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> edged 0.1% lower to close Tuesday at $147.79. Shares are down 2% so far in October, on track to snap a two-month winning streak.<h2 class="st-heading-2">Musk Floats A Faster Path To $1 Trillion</h2>“As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2112666467712073815">said on X</a>. His outlook&nbsp;brings the possibility forward by two years from the scenario he outlined in June, when he said the milestone might not be reached until 2030.His latest post followed an ambitious claim on the earnings call about SpaceX’s annual revenue run rate (ARR) by the end of next year: “I mean, in a nutshell, what this implies for SpaceX annual recurring revenue by the end of 2027 is somewhere between $500 billion and $1 trillion”&nbsp;Meanwhile, CFO Bret Johnsen maintained the goal of exiting 2026 at a $100 billion ARR. Munster said investors’ willingness to look past that unchanged goal suggested&nbsp;they were focused on 2027 and beyond.ARK Investment Management’s Chief Futurist Brett Winton said the longer-term run-rate ambition wasn't far ahead of ARK’s expectations. “$500b+ in ARR by end of 27 sounds a lot, but it's not that far ahead of our expectations,” Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112649163632767228">said</a>. “Our model suggests $300b, crossing $500b in the first half of 28.”<h2 class="st-heading-2">Tesla Merger Optimism Builds, But Musk Flags Hurdles</h2>Munster, on the other hand, interpreted the call as another step toward combining Musk’s businesses. “The stars are lining up for Elon to fully realize his vision of $SPCX being a vertical AI company, with the odds of a $TSLA merger increasing,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112671052639936752">said on X</a>.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112656387075404269">separate post</a>, he said: “My take: 95% chance in the next two years.” Musk confirmed that SpaceX and Tesla had formed special committees of independent directors at shareholders’ request. Since he runs both companies and is a conflicted party, he said he cannot participate in the talks. He pointed to potential benefits from cooperating on superintelligence software, chip design, Terafab, robotics, mass-to-orbit capabilities and connectivity.“I think some people out there assume that a SpaceX and Tesla merger is a certainty, and I think that would be overstating it,” Musk said. He also said Tesla approval would require support from 50% of all shares, rather than only shares voted, calling it “quite a high hurdle.”Winton also said that Tesla shareholders with investment horizons beyond 2030 should favor a merger even without a premium. “Tesla shareholders should be in favor of the merger at no premium, if their time horizon is anything beyond 2030. A 50% premium would bring 2030 in bounds as well,” Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112657104171598274">said on X</a>.Yorkville Ives partner and senior managing director Dan Ives also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2112710327490040309">put the odds</a> of a Tesla-SpaceX merger by the end of 2027 at 80%-90%, citing strategic AI and data benefits and calling it “the right move for Musk.”<h2 class="st-heading-2">SPCX Q3 Review</h2>SpaceX beat Q3 estimates with earnings of $0.35 per share versus $0.16 expected and revenue of $14.575 billion against a $13 billion forecast. It projected first quarter (Q1) revenue of $33 billion-$37 billion and fourth quarter (Q4) capex of $35 billion-$40 billion, with Q4 gross margins more consistent with Q2.Ives expressed optimism&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2112642600125747530">on X</a>: “They beat across all metrics and the Starlink business looks to be accelerating while the core Space sector is ready for a big 2027.”&nbsp;<h2 class="st-heading-2">TSLA Capex Expectations Put Cash In Focus</h2>SpaceX’s funding needs also drew attention, with both Munster and GLJ Research analyst Gordon Johnson expecting a capital raise. Munster sees a capital raise within six months, pointing to operating cash flow, debt access and potential vendor financing.Additionally, Johnson noted that cash and cash equivalents had fallen 50% from about $100 billion a quarter ago to $50 billion, missing consensus by about $40 billion. He sees SpaceX raising money again in the fourth quarter and questioned how the position squared with a Tesla acquisition.On the call,&nbsp;finance chief Johnsen confirmed discussions with debt-capital providers and said SpaceX intended to preserve its investment-grade status while financing its expansion. “You have your operational cash flows, first and foremost,” he said. “You have multiple pools of capital available in the debt market, especially because of our investment grade status and strong balance sheet.”<h2 class="st-heading-2">How Do Retail Traders Feel About SPCX?</h2>On Stocktwits, retail sentiment for SPCX flipped dramatically to ‘extremely bullish’ from ‘bearish’ levels a day ago amid a 300% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/spcx_ss_72575b6d53.png" alt="spcx ss.png" width="641" height="344"><figcaption>SPCX sentiment and message volume as of October 20 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/supapimp/message/666973530">said</a>, “$TSLA I’ll be happy with $500 a share if the<a href="https://stocktwits.com/symbol/SPCX"> $SPCX</a> merger happens.”<stembedurl>https://stocktwits.com/supapimp/message/666973530</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/goodnes/message/666981820">said</a>, “$SPCX Gamma squeeze tomorrow.&nbsp; Premiums were very low and now they will explode higher.&nbsp; Everyone is going to try to get it all at once..”<stembedurl>https://stocktwits.com/goodnes/message/666981820</stembedurl>SPCX stock has declined 8% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/space-x-tesla-form-independent-committees-to-explore-merger-elon-musk-says-deal-not-a-certainty/cZxABS0RBHQ">SpaceX, Tesla Form Independent Committees To Explore Merger: Elon Musk Says Deal ‘Not A Certainty’&nbsp;</a>

SpaceX CEO Elon Musk greets the crowd as he provides an update on the development of the Starship spacecraft and Super Heavy rocket at the companys Launch facility in south Texas. Photo by Jonathan Newton/The Washington Post via Getty Images)

SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years

ARK Innovation ETF

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T-REX 2X Long Tesla Daily Target ETF

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Tesla ($TSLA) shares down big after the company missed Q2 EPS estimates even as revenue topped forecasts and deliveries grew 25% year-over-year. Are you buying $TSLA on the dip? Vote and explain your reasoning in the comments.

Tesla ($TSLA) shares are down sharply after missing Q2 EPS estimates despite beating on revenue. Are you buying the dip? 
 
Explain why or why not in the comments.

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) shares are down sharply after missing Q2 EPS estimates despite beating on revenue. Are you buying the dip? 
 
Explain why or why not in the comments.

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Traders are aggressively piling into call options and speculating on volatile price swings ahead of the highly anticipated earnings call.

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