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We're going to say something that's probably going to get a few eyebrows raised, but we genuinely believe it: Micron is going to rake in more net income in its next quarter alone than Tesla will in any single quarter through 2030 - even if Robotaxi and Optimus are flying high and everything goes perfectly. Before you slam the tab shut: we're Tesla enthusiasts. We love Robotaxi, we think Optimus has huge potential, and we're 100% convinced that Tesla is going to blast off to e

Rivian just shipped Universal Hands-Free (UHF), a Level 2 advanced driver-assistance system (ADAS) for its second-gen R1T and R1S vehicles. It's smooth, it's polished, and it landed in December 2025. Meanwhile, Tesla's Full Self-Driving (FSD) Beta first hit select owners' cars back in October 2020 as a much more ambitious (and much rougher) attempt at supervised city-street autonomy. Both systems are classified as SAE Level 2 and both require the driver to supervise at all ti

Most long-term Tesla holders never ask the one question that matters most in retirement: how do I turn this position into income without depleting it? Holding feels like discipline when you're still working. You have a paycheck. You don't need to touch the position. But retirement changes the equation — and without a plan, you may find the market making decisions for you. The Retirement Math Worth Understanding Consider a hypothetical retiree who needs $10,000 a month to supp

The Cybercab has no steering wheel. No pedals. No pretense that a human is supposed to drive it. That's the whole point. Tesla's robotaxi is designed from the ground up to be fully autonomous — a two-seater that you summon, ride, and exit without ever touching a control. Elon Musk has confirmed production is targeting Q2 2026. Initial units potentially rolling off the line in April. There's just one problem. The federal safety rules that govern every car sold in America were

You did everything right. You bought Tesla early, held through the chaos, and now you have a position that most investors only dream about. The brokerage balance looks incredible. The unrealized gain is generational. And you haven't touched it in years. Not because you're lazy. Not because you forgot. Because every time you think about selling, you run the numbers — and then you close the laptop and try not to think about it again. That's not a plan. That's a pattern. And it'

Tesla doesn't move like other stocks. Your covered call strategy shouldn't either. Covered calls seem like free money. You collect premium, keep your shares, and wait. What could go wrong? A lot, actually. Especially with Tesla. I've talked to hundreds of concentrated TSLA holders over the past few years. Many of them tried covered calls on their own or with an advisor who didn't understand how Tesla moves. The stories are painful. Small premiums collected while massive ralli

Bradford Ferguson · Rebellionaire · February 10, 2025 A framework for using Tesla's volatility to potentially grow your share count over time — instead of just surviving it. This is the idea behind everything we do at Rebellionaire. The Idea in 60 Seconds Tesla is one of the most volatile large-cap stocks in history. It regularly swings 40% or more in both directions — sometimes in a matter of weeks. Most long-term Tesla holders experience these swings the same way: they hold

Most Tesla covered call discussions fail for the same reason most investor mistakes happen: they focus on tools instead of behavior. Options are easy to explain.Human decision-making under uncertainty is not. And Tesla is a near-perfect stress test for investor psychology. What problem are Tesla investors actually trying to solve with covered calls? They’re trying to reduce psychological discomfort — not maximize income. Tesla creates a unique mix of stressors: Long stretches

Covered calls are often pitched as a “conservative” way to earn income from stocks you already own. That framing is… incomplete. A covered call is a trade where you sell the right for someone else to buy your shares at a set price, in exchange for upfront premium. You collect income. But you also give something up. And if you’re running this strategy on a volatile stock like Tesla, the tradeoffs matter more than most people realize. This post breaks down how covered calls act

I’ll be upfront: Tesla’s Q4 earnings probably won’t move the needle. Deliveries dipped. Margins look fine, not exciting. EPS will likely land close to consensus. If you’re waiting for a big quarterly shock, this probably isn’t it. And that’s exactly why this quarter matters less than people think. In the video above, Matt walks through a detailed Q4 earnings model for Tesla . The short version? The near-term numbers look… normal. But the exercise isn’t really about Q4. It’s a

Every once in a while, something shows up on X that’s more than just “news.” It’s a signal. And when Shai Wininger  (co-founder + president of Lemonade, $LMND ) is the one posting… you pay attention. Because founders don’t casually float narratives like this unless the chessboard is already set. Here’s the headline-level reality: Lemonade just launched “Autonomous Car insurance,” starting with Tesla Full Self-Driving (FSD), and says it can cut per‑mile rates for FSD‑engaged d

If you’ve been around Tesla long enough, you already know covered calls can  work. You sell premium. You collect income. You lower volatility. On paper, it sounds clean. But in practice, most Tesla covered call mistakes don’t come from misunderstanding what  the strategy is.They come from misunderstanding when  to use it. And that’s where things usually go sideways. Tesla Covered Calls Aren’t a Set-and-Forget Strategy The biggest misconception is treating Tesla covered calls

Tesla covered calls are often described as a conservative options strategy, but they still carry meaningful risks—especially with a volatile stock like Tesla. Many investors focus on the income potential without fully understanding the tradeoffs involved. Before selling covered calls on Tesla, it’s important to understand where this strategy can go wrong. For a full overview of how the strategy works, start with this guide on Tesla covered calls . Upside Is Capped The most ob

There’s a story every Tesla investor knows by heart. You sold too early. You check the chart years later. You replay the moment.“If I’d just held…” That mistake is obvious. Painful. Easy to name. But it’s not the hardest one. The hardest Tesla mistake doesn’t show up on a chart. It doesn’t come with a clean lesson. And it usually hits after  Tesla already worked. This post accompanies today’s video and pulls apart the mistake almost nobody talks about — the one that sneaks in

Tesla Was Never About Being Right. It Was About Endurance. Most people didn’t miss Tesla because they were wrong. They missed it because they couldn’t hold it. That’s the uncomfortable truth at the center of this week’s Rebellionaire video — and it cuts against almost every clean, spreadsheet-friendly story people like to tell themselves about investing. Tesla wasn’t just an investment. It was a psychological stress test. And most people failed it long before the stock ever f

Yesterday, Tesla stock closed at a new all-time high , briefly pushing above its prior peak from late last year. That’s a big headline. But headlines don’t matter nearly as much as why  the market is suddenly willing to pay record prices again. So let’s slow this down and talk about what actually moved — and what didn’t. Why did Tesla stock hit an all-time high yesterday? Short answer:  the market is leaning harder into the autonomy narrative again. Tesla’s move to new highs

Most Teslanaires share a familiar origin story. Years of research. A stubborn conviction. Being “early” when everyone else thought you were out of your mind. You held through the gut-punch drawdowns that felt personal. You lived through the skeptics. And somehow, you stayed in the game through dips that would’ve sent most people sprinting for the exits. Then it happens. Your brokerage balance crosses into a territory you didn’t think you’d ever see. You refresh the screen. St

Bradford’s watched this exact scenario unfold so many times it’s basically a running joke. One of your investments finally takes off, you feel like you cracked some secret code, and for a moment you’re untouchable. The thesis worked. You were  early. You did  see something others missed. And right on cue, the little investor itch creeps in: “So what’s the next big one?” If you’re holding Lemonade today, that itch has probably hit you at least once. The stock wakes up, puts in

Based on our latest breakdown — embedded video above. There’s a small detail inside Tesla’s proxy that most people haven’t paid attention to — and it may explain why Elon Musk could  sell Tesla shares again in the near term. Not guaranteed, not confirmed, but worth understanding . The mechanic behind this possibility is Section 83(b), a tax election most investors never encounter — yet it may shape how the market interprets Elon’s next move. What Even Is Section 83(b)? And Wh

There’s a way to look at FSD v14.2 as “just another update.”But that’s the wrong frame.14.2 isn’t interesting because of what it adds — it’s interesting because of what it signals . Tesla’s real advantage has never been a single version of FSD. It’s the pace of iteration and the fact that the system keeps absorbing complexity without breaking its shape.And 14.2 is the first v14 build where you can feel that stability settling in. This update isn’t the finish line. It’s the mo