Tesla notes

Still super bullish. A clean beat and a flying Roadster, but a more muted call, a hard engineering slog on Optimus, and a merger they wouldn't talk about.

Finally saw Cybercab at Tesla Parramatta: huge screen, heaps of leg room, Model Y L next door, and staff roll it in with an Xbox controller.

US Cybercab rides are live; I have watched countless videos, signed up to see the Sydney display, and I am looking forward to FSD v15 on Bluey.

In-car Grok — Polish kids stories, Chemist Warehouse detours on FSD, beach fish-and-chips, and hardware control next.

Positive on ownership and FSD, a three-year-old co-pilot, mall charging, and a Melbourne Christmas run on Superchargers.

Announcement day for HW4 cars — influencers first, subscription bought, then about three weeks waiting on the OTA.

Dual motor Juniper arrives — quiet glass, proper space, punchy performance, and yes, the light show.

Earlier Model Y test drive was a no — Juniper + FSD sealed it, with HW4 and Australia rumours in the mix.

Showroom tour — not for sale here, a 2020 reservation, and wanting a Cyber wagon for camping.

Watched Texas handovers with a 2020 tri-motor reservation still open — Australia still waiting.

Melbourne to Geelong and the Bellarine in a hired Model 3 — slow tethered charge, firm ride, capital stayed in shares.

IG buy, Cybertruck reservation, and equity meant to make the truck free.

Bought more after the cracked-glass unveil — Shanghai speed on my mind.

Kept buying into the mid-2019 lows — April and May adds on the same thesis.

Showroom Model 3, another buy, then Model Y — the car I wanted.

My first Tesla buy — underpriced thesis, independent creators, FUD everywhere.