Elon Musk T1 🟡 WATCH

Stance

Yellow. Holding the $400 level; robotaxi growth continues, no new numbers.

Signals timelinenewest first · dashed = secondary / unverified

• On Oct 28, X News reported, unverified, that GM executive criticizes camera-only self-driving. Source: X News
• On Oct 28, X News reported, unverified, that Tesla near $400 as SpaceX dips on merger talk. Source: X News
• On Oct 28, Musk posted, “At Tesla, we even care about the chipmunks.” Source: X
• On Oct 28, Musk posted, “Robotaxi Houston.” Source: X
• On Oct 27, X News reported, unverified, that Verizon CEO doubts quick Starlink build; Musk says 2-3 years. Source: X News
• On Oct 27, Musk posted, “Starlink Brasil.” Source: X
• On Oct 27, X News reported, unverified, that Tesla-SpaceX merger talks gain momentum. Source: X News
• On Oct 27, X News reported, unverified, that Tesla stock surges past $400 on SpaceX merger talks. Source: X News
• On Oct 26, Musk posted “Supervised FSD approved in Latvia!” Source: X
• On Oct 26, Musk posted “I swear it's just a coincidence 😂” about a map of Tesla's Houston robotaxi zone. Source: X
• On Oct 26, X News reported, unverified, that Tesla's Houston robotaxi zone grew to 254 square miles. Source: X News
• On Oct 26, X News reported, unverified, that Tesla shares jumped on a retail push for a merger. Source: X News

Key quotes & findings

• On Oct 21, Musk posted on X: “People are buying FSD with a car attached, not the other way around” Source
• On Oct 20, Musk was quoted by NBC: “I think some people out there assume that a SpaceX and Tesla merger is a certainty, and I think that would be overstating it.” Source
• On Oct 20, Musk posted on X: “As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible” Source
• On Oct 20, Musk posted on X: “Everything is hard about bringing massive compute online at extremely high speed.” Source
• On Oct 19, Musk posted on X: “Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.” Source
• On Oct 19, Tesla posted on X: “Tesla shareholders: Our Annual Meeting is coming up on Dec 3rd” Source
• On Oct 19, Musk posted on X: “Yes, giving shares, which are stakes in the future economy, directly to the people is the way” Source
• On Oct 16, SpaceX said: “We will post our Q3 2026 financial and operational results on October 20, 2026. We will host a live audio-only webcast at 3:30 p.m. CT the same day” Source

• On Oct 28, Musk quoted the Houston police union's post about Tesla expanding its Cybercab/Robotaxi service area across Houston with 'Robotaxi Houston,' and quoted a story of a 98-year-old owner whose car stopped for a chipmunk with 'At Tesla, we even care about the chipmunks.' He also posted 'Starlink' on a rural Colombia story.
• On Oct 28, X News reported, unverified, that GM's Sterling Anderson, a former Tesla Autopilot leader, called dropping radar a 'weird religious stance that ignores physics'; GM's 2028 Escalade IQ will use cameras, radar and lidar. Tesla supporters pointed to millions of Robotaxi miles.
• No new Tesla–SpaceX merger statement. The most recent on-record remarks are outside the window: Tesla Q2 call (Jul 22) and All-In Summit (Sep 15). No agreement, exchange ratio or process has been announced.