Tesla Semi real-world data coming in strong 🔥
Bali Express ran a 3-week test and the numbers are looking solid for high-traffic routes:
• Zero fuel burn while idling in traffic
• Depot charging way cheaper than diesel fill-ups
• Lower vibration = less driver fatigue
• Operating cost edge starting to show
Tesla's already shipping Semis out of Nevada weekly. Production isn't the issue anymore—it's 4680 battery supply holding back the ramp.
If Tesla cracks that bottleneck, Semi volume could explode. This isn't just a concept truck anymore, it's getting real fleet validation.
$TSLA bulls watching this closely. Semi revenue could be a sleeper catalyst if 4680 production scales fast enough in 2025.
Bali Express ran a 3-week test and the numbers are looking solid for high-traffic routes:
• Zero fuel burn while idling in traffic
• Depot charging way cheaper than diesel fill-ups
• Lower vibration = less driver fatigue
• Operating cost edge starting to show
Tesla's already shipping Semis out of Nevada weekly. Production isn't the issue anymore—it's 4680 battery supply holding back the ramp.
If Tesla cracks that bottleneck, Semi volume could explode. This isn't just a concept truck anymore, it's getting real fleet validation.
$TSLA bulls watching this closely. Semi revenue could be a sleeper catalyst if 4680 production scales fast enough in 2025.