Here’s an update on STRC and Strategy’s other preferred stocks - as they pursue a move to daily dividends. Anyone looking for income from their investments should learn about these instruments as they make for interesting alternatives to cash, CDs, savings accounts, money market funds, bonds, option income strategies and even stocks. While our discussion is not investment advice, this discussion (and our previous shows on this) will help you learn!

Robotaxi Fleet Growth to Sustain 17% Growth If Tesla is going to sustain the 17% week-over-week growth in paid autonomous miles, here's the number of vehicles they need (assuming 100 paid miles per day) until the end of the year. This table also shows the number of vehicles they need to add each week. Currently in Texas (not including Florida) they have 589 vehicles registered - so it appears that they are about two weeks ahead of the number of vehicles they need to maintain the 17% growth trajectory. Of course, they could always grow faster than 17% for a period of time. The revenue numbers in the table assume $2.50 per mile.

They are just having too much fun with these numbers!

$TSLA: Elon Just Lined Up $30 Billion For The Product Nobody's Seen x.lingyaoai.com/i/broadcasts/1DGLdZrLd…

Tesla's Massive Impact as of Q3 2026 With 10.2 million Teslas sold since 2012 here's a rough estimate of the annual impact of all those Teslas: 1) 4.3 billion gallons of gasoline not burned every year - avoiding roughly 38 million metric tons of tailpipe CO₂. 2) About $19 billion saved annually by not buying gas. Some of that goes to electricity, but most of it stays in drivers' pockets. Assumes 13,500 miles driven per year, 32 MPG (if they were driving an ICE car) and a fuel cost of $4.40 per gallon. These savings are quite conservative as fuel costs in Europe are more than double that in the U.S. 3) 10.2 million people (plus their families) who don't have to stop at nasty gas stations. 4) 360 million gas-station fill-ups avoided every year. 5) 2,867 fewer gas stations needed (assuming the average gas station sells about 1.5 million gallons per year). 6) 60 million hours of human time saved annually. Assuming just 10 minutes per gas-station stop and those avoided fill-ups save almost 60 million hours a year - equivalent to roughly 6,800 years of human life every single year. Home charging changes the refueling experience from something you actively do to something that happens while you sleep. 7) 10.2 million people who resolve most "recalls" with over-the-air software updates without wasting time at sleazy car dealerships. 8) No oil changes - so there's another 34.4 million gallons of motor oil saved (assuming oil changes every 5,000 miles and 5 quarts of oil used). Used-oil waste handling also disappears. 9) 10.2 million fewer tailpipes = better air quality, especially in urban areas. That means fewer asthma cases and less respiratory illness. 10) Millions of other maintenance items eliminated. No spark plugs, engine air filters, fuel injectors, fuel pumps, catalytic converters, mufflers, exhaust systems, alternators, starters, timing belts, or conventional multi-speed transmissions. Not all would be replaced every year, obviously, but across 10.2 million vehicles the cumulative reduction in parts, manufacturing, service labor, and waste is enormous. 11) Thousands of tons less brake dust every year. Applying EPA brake-wear estimates and published regenerative-braking reductions to 137.7 billion Tesla miles suggests roughly 2,200 - 3,250 metric tons of brake particulate emissions avoided annually. 12) Thousands of tons of gasoline vapors never enter the atmosphere. Teslas have no fuel tanks, gasoline lines or refueling events, eliminating evaporative hydrocarbon emissions from billions of miles of driving and billions of gallons of gasoline handling. 13) Potentially 3.7 billion cold starts eliminated every year. Cold starts can produce a disproportionate share of a gasoline car's local air pollution because the catalytic converter hasn't warmed up yet. Teslas simply don't have them. 14) Even idling disappears. If comparable gasoline cars averaged just five minutes of idling per day, 10.2 million Teslas represent roughly 80 to 155 million gallons of gasoline a year that isn't burned while going nowhere. 15) Tesla also eliminates an enormous gasoline supply chain. 4.3 billion gallons equals roughly 102 million barrels of gasoline a year, or about 280,000 barrels every day. That's the equivalent of roughly 1,400 gasoline tanker loads every day that don't need to be delivered to filling stations. 16) Millions fewer combustion engines producing engine and exhaust noise. At low urban speeds, EVs can be several decibels quieter than comparable gasoline vehicles. At higher speeds the advantage largely disappears because tires, airflow and road surfaces become the dominant sources of noise. 17) About 10 million people have (FSD ready) vehicles that have the potential for a built-in chauffeur! The car increasingly becomes a machine that can also give its owner time back. 18) And the safety impact may ultimately dwarf everything above. Teslas incorporate automatic emergency braking, active collision-avoidance systems, extensive crash engineering and increasingly capable driver-assistance software. Across billions of miles traveled every year, even relatively small improvements in accident frequency or severity can translate into meaningful numbers of injuries - and potentially lives - saved. Note: I realize that not all 10.2 million Teslas are in operation today - sadly some were lost in accidents with Hondas (@WhamBaamX) and a few more were torn apart by @teardowntitan I know this is not an exhaustive list - what did I miss?

Production versus deliveries since Q3 2012 Tesla has produced about 120,000 more vehicles that have been delivered - so that's a very rough measure of their inventory.

Tesla - Energy Growth in terms even Wall Street can understand - Q3 2026 As we all know, Wall Street still insists on thinking about Tesla primarily as a car company. Fine. Let’s meet them where they are. Over the trailing 12 months, Tesla delivered 1,742,908 vehicles. Wall Street understands vehicle deliveries. The problem is that, on a trailing 12-month basis, Tesla’s auto deliveries haven’t really grown since Q4 2023. Wall Street does not like this. Some analysts may already be seeing expensive therapists to work through their issues. But Tesla has quietly been building another kind of “vehicle.” It’s big. It’s boxy. It doesn’t have a steering wheel, pedals, mirrors or even wheels! And its primary design feature is that it gets parked somewhere and basically never moves again. It also happens to consume far more batteries than a Model 3, Model Y, Model S, Model X or Cybertruck. So, to make this easier for Wall Street, let’s translate Tesla Energy deployments into something analysts already understand: 75 kWh vehicle equivalents. On that basis, Tesla sold the equivalent of another: 669,333 “vehicles” over the trailing 12 months. Now that looks more interesting. Those big boxy vehicles are up 15% year over year and up 113% over two years. Suddenly Tesla has a growth business again! And when we combine actual automotive deliveries with these boxy vehicle equivalents, Tesla effectively delivered 2,412,241 vehicles over the trailing 12 months. That total is up roughly 5% over the past year and up 15% over the past two years. Also, Tesla continues to expand the capacity of this new boxy business - so the outlook is quite positive. And finally, here's another plus - no advertising is needed to sell these big beautiful boxy vehicles. They just sit there and sell themselves! In case you didn't know, these big beautiful boxy vehicles are called Megapacks (and soon Megablocks), but please don't tell Wall Street.

Tesla has delivered more than 10 Million Vehicles Tesla produced 464,391 EVs last quarter. Cumulative production is now at 10,325,623. Tesla delivered 486,532 EVs last quarter. Cumulative deliveries is now at 10,208,405. Who was the lucky 10 millionth customer?

Tesla Q3 Energy Deployments Not a Car Company deployed 13.7 GWh of energy storage in Q3. Trailing 12 month deployments were 50.2 GWh. Cumulative energy deployments are now 145.6 GWh. 34.5% of the cumulative energy deployments were deployed in just the last 12 months. The trailing 12 month deployments of 50.2 GWh represents 76% of the 66 GWh+ production capacity (Powerwall + Lathrop and China Megapack) - and that's before the Megablock factory in Houston is ramped up.

420 Model Y's and 158 Cybercabs By my estimates they are adding enough vehicles to keep the 17% week over week growth rate going - which will hopefully be confirmed on the Q3 earnings call in a few weeks.