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jordan fitzgerald

T2 · manager / operator

Bloomberg reporter covering Tesla, Elon Musk companies, and auto tech; analyzes AI capex and robotaxi progress.

1 call·1 name·0% bull·last heard 21 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
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$TSLATesla

Tesla AI capex lagging $25B target; investors demand spending proof for robotaxi/robot thesis

Tesla has only spent $2.5B of its $25B 2026 capex guide, raising doubts about AI/robotaxi progress; with SpaceX now public, investors have alternative Elon exposure, increasing pressure on Tesla to deliver on AI promises.

Bloomberg Tech2026-07→

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$TSLA
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Tesla
MEDjordan fitzgerald·Bloomberg Tech·21 days ago
Tesla AI capex lagging $25B target; investors demand spending proof for robotaxi/robot thesis
Tesla has only spent $2.5B of its $25B 2026 capex guide, raising doubts about AI/robotaxi progress; with SpaceX now public, investors have alternative Elon exposure, increasing pressure on Tesla to deliver on AI promises.
"THIS IS A BIT OF A SHOW ME THE MONEY SITUATION... AS TESLA READ BRANDS AS DEBT-FREE RATES AS AN AI COMPANY, THE MARKET ONCE IT TO SPIN LIKE ONE... IF TESLA IS NOT SPENDING, THAT I…"
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