Uploaded July 2026 | Updated September 2026, 2 weeks ago
Tesla's story has usually been driven by one business at a time. This quarter looks different. Vehicles, Energy, FSD, and Robotaxi are all gaining momentum together.
CyberBulls E198
The Bulls:
Herbert Ong @herbertong
Jeff Lutz @thejefflutz
Alexandra Merz @TeslaBoomerMama
Cern Basher @CernBasher
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
00:00 Tesla Growth Signals
02:27 Lars Interview Recap
06:55 Optimus Line Imminent
14:16 Tesla Supply and Flat Org
18:32 Optimus Manufacturing Debate
23:24 Suppliers and Deliveries Surge
29:08 Model YL US Launch Details
32:54 Q2 Deliveries and Market Reaction
37:06 Robotaxi and Cybercab Testing
43:20 Giga Texas Teaser
47:33 Behind the Scenes Visit
50:31 Tesla AI in Operations
57:51 Cybertruck as Testbed
01:03:14 Merger Odds Talk
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
Tesla's story has usually been driven by one business at a time. This quarter looks different. Vehicles, Energy, FSD, and Robotaxi are all gaining momentum together.
CyberBulls E198
The Bulls:
Herbert Ong @herbertong
Jeff Lutz @thejefflutz
Alexandra Merz @TeslaBoomerMama
Cern Basher @CernBasher
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
00:00 Tesla Growth Signals
02:27 Lars Interview Recap
06:55 Optimus Line Imminent
14:16 Tesla Supply and Flat Org
18:32 Optimus Manufacturing Debate
23:24 Suppliers and Deliveries Surge
29:08 Model YL US Launch Details
32:54 Q2 Deliveries and Market Reaction
37:06 Robotaxi and Cybercab Testing
43:20 Giga Texas Teaser
47:33 Behind the Scenes Visit
50:31 Tesla AI in Operations
57:51 Cybertruck as Testbed
01:03:14 Merger Odds Talk
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
