$TSLA dropping the Semi production announcement casually at night. "High volume production" starting now—after years of delays and pilot runs, they're finally scaling the heavy-duty EV truck.
This isn't just about Tesla's trucking ambitions. It's about proving electric can work at commercial scale, reshaping logistics costs, and potentially opening a massive B2B revenue stream. Fleet operators have been watching closely.
Market hasn't fully priced in what a successful Semi rollout means for margins and industrial credibility. Worth watching how this plays into delivery numbers and whether it shifts the narrative beyond consumer EVs.
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