$Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ $GraniteShares 2x Long TSLA Daily ETF(TSLR)$ 🤖🚀🔓 Tesla Unleashed: Grok-4 Breaks AI Records, Robotaxi Expansion Ignites a Global Rally 🔓🚀🤖

Tesla’s technicals are breaking out, call flow is igniting, and AI momentum is accelerating. But this time, it’s not just about charts or hype, it’s the culmination of three converging catalysts: robotaxi expansion, Grok cockpit integration, and software updates tied to new global markets.

💥Robo-Ride Momentum: Austin Expands, Bay Area Next

I’m tracking Tesla’s robotaxi rollout closely. Elon just confirmed on social media that Austin’s self-driving zone will expand this weekend, and that a San Francisco Bay Area launch is “probably in a month or two,” pending regulatory approvals.

That’s a major signal. The June 22 launch in Austin was small, with a dozen hand-picked cars, a safety monitor up front, and limited routing, but it marked Tesla’s entry into real-world autonomy. Now it’s scaling. CPUC has already granted Tesla its first approval in California, and I expect DMV clearance soon.

Waymo may have more vehicles, but Tesla’s approach is different. It’s vertical, scalable, and backed by FSD and Dojo. Both Morgan Stanley and RBC agree: robotaxis account for most of Tesla’s long-term valuation. Adam Jonas assigns $250 of his $410 target to autonomy. Tom Narayan from RBC puts it at 60% of his $319 target. That’s why this expansion isn’t just news, it’s core to valuation.

🧠Grok in the Cockpit: Tesla Embraces xAI Internally

Musk also confirmed that Grok-4, his xAI large language model, will be integrated into Tesla vehicles “next week at the latest.” Grok isn’t a toy chatbot. It’s engineered to perform at or above PhD level across academic domains. That means voice-command navigation, diagnostic queries, FSD tuning, and even customer support could soon be handled entirely inside the cabin.

This is a critical catalyst. Tesla doesn’t just sell cars, it’s building the operating system for intelligent mobility. With xAI and Tesla now sharing joint contracts worth nearly $200M, including Dojo-scale compute and Megapack AI energy management, Grok is the bridge linking AI models to real-world deployment.

🌍🌏 Software Update Signals: India and ANZ Are On Deck

Tesla’s latest regional software updates are lighting up new geographies.

🔥🇮🇳 In version 2025.20.6, India map and navigation files were added, confirming that Tesla’s long-awaited launch in India is now imminent.

🔥🇳🇿🇦🇺🦘🚀 Version 2025.20.6.1 has been detected and is expected to roll out to owners in Australia and New Zealand this week.

These aren’t cosmetic changes. Tesla typically adds navigation files and firmware updates just weeks before on-the-ground activation. I expect India to see early charging infrastructure or showroom activity within this quarter. And for 🇳🇿 traders like me, the ANZ update confirms we’re next in line for platform-level expansion.

📊Technical Setup: Breakout in Progress, Momentum Building

$TSLA reclaimed $303 and pushed into the $305–306 zone. Price held firm at $297.30, with resistance now defined by the red top band between $303 and $305.

MACD flipped bullish on both daily and weekly. RSI is strengthening: 43.98 (6), 48.15 (12), and 50.55 (24), all showing early upside momentum.

Volume is expanding, and the 5-minute TrendCloud breakout remains intact above the VWAP stack. I’m watching the $308–310 zone for continuation. If price rejects that range, $297 is the first structural level I’m reviewing for reversion risk.

📈Options Flow: Call Buyers Lead the Way

Call inflows topped $25M this morning, mostly targeting the Jul 11 300C and 305C strikes. Put flow was minimal, around $4M.

Open interest has exploded across the 300–320 range, with heavy clustering at 320C (24.1K contracts) and 350C (15K). That’s not speculative noise, that’s structured exposure. Gamma pressure above $300 is adding fuel to price action. I’m watching these flows to assess sentiment and institutional conviction.

📉Macro Backdrop: EV Weakness Offset by AI Leverage

Global EV demand is cooling. Tesla’s Q2 deliveries fell 13.5% YoY to 443.9K, and the phase-out of EV tax credits is weighing on order flow. But Tesla is moving beyond the automotive cycle. Its new identity is an AI infrastructure and autonomy provider. Grok’s integration, robotaxi rollout, and Dojo’s training stack shift the thesis entirely.

This transition decouples Tesla from cyclical EV risk. Investors are starting to price the shift. Tesla’s platform is positioned to benefit from AI capital flows even in a tightening macro regime.

📉Short Interest and Sentiment Landscape

Short interest remains elevated, especially after the political friction between Musk and Trump rattled markets post-launch. Yet Tesla is still up 24% since the October 10 robo-taxi event, even after that drawdown. Today’s breakout through $305 may force further covering.

Reddit and forum sentiment is turning again. The emerging narrative is Tesla as a misunderstood growth platform being repriced through the lens of AI and robotics.

🧠 Grok-4 Dominates AI Benchmarks: Tesla’s Embedded AI Is Now the Frontier Leader

xAI just delivered a decisive win. Independent benchmark results from the Artificial Analysis Intelligence Index show Grok-4 outperforming every major large language model across reasoning, coding, and mathematical tests.

Grok-4 scored a market-leading 73, beating OpenAI’s o3 (70), Google’s Gemini 2.5 Pro (70), Anthropic’s Claude 4 Opus (64), and DeepSeek R1 (68). It also took the top spot in LiveCodeBench and AIME24, and posted a record-setting 88% in GPQA Diamond and 24% in Humanity’s Last Exam, both industry highs.

This marks the first time xAI leads the global AI frontier, not just as a fast follower, but as a benchmark setter. While Grok 3 was competitive, Grok-4 redefines the bar.

The version being integrated into Tesla vehicles may differ slightly from the xAI API release, but the architecture is identical. Grok-4 supports text and image input, function calling, and structured outputs, with a 256k context window, placing it ahead of Claude Opus, o3, and DeepSeek, though slightly behind Gemini’s 1M.

Its per-token pricing is on par with Claude 4 Sonnet and remains competitive with both OpenAI and Google. With cockpit integration just days away, Tesla is embedding what is now the world’s most powerful reasoning model directly into its vehicle stack.

This changes the AI landscape. Tesla is no longer just building with AI, it’s deploying the global leader in real time.

🤖🧠Grok 4 Heavy Launches: Multi-Agent AI Surpasses All Benchmarks

xAI just announced Grok 4 and Grok 4 Heavy, its next-generation reasoning-first models now described as “better than PhD level in every subject.” These new releases deliver state-of-the-art performance across Humanity’s Last Exam, Arc-AGI-2, AIME, and GPQA Diamond, officially surpassing OpenAI’s o3 and Gemini 2.5 Pro in the latest benchmark cycle.

Grok 4 scored 38.6% on the full Humanity’s Last Exam benchmark. Its sibling, Grok 4 Heavy, posted a new all-time high of 44.4%, taking the top spot across the entire LLM landscape.

Here’s how they differ:

• Grok 4 is a single-agent AI with voice, vision, and a 128k context window

• Grok 4 Heavy introduces multi-agent architecture for complex reasoning and collaborative task-solving, now available with a 256k-token context window via API

• Both models are available via subscription: $30/month for SuperGrok and $300/month for SuperGrok Heavy

• API pricing is $3 per million input tokens and $15 per million output tokens, consistent with Grok 3’s original structure but delivering significantly more power

This launch follows the controversy surrounding Grok 3, which came under fire for unmoderated responses after a major model update. Grok 4’s release serves both as a redemption arc and a step-change in capability, powered by xAI’s Colossus supercomputer infrastructure.

The bigger question now is how these models map onto Tesla’s roadmap. Grok 4 is confirmed to enter Tesla vehicles next week. Grok 4 Heavy isn’t likely to be embedded immediately, but its multi-agent intelligence could become foundational to Dojo inference scaling, future FSD neural nets, or even remote fleet optimisation.

📅Catalysts and Watchlist

✅ Austin robotaxi expansion confirmed this weekend

✔️ San Francisco Bay Area approvals expected in 1–2 months

✅ Grok cockpit AI goes live next week

✔️ Q2 earnings: 23 July

✅ Shareholder meeting: 6 November

I’m monitoring the $305–308 range as a short-term inflection. Options data shows strong interest in 300C and 320C. That doesn’t dictate my actions, but it helps contextualise the directional lean of flow. If Tesla holds above $308 on volume, the next price targets open toward $319 and $325. A break below $297 would call the breakout into question.

🏁 Conclusion: The Great Disconnect Is the Great Opportunity

$TSLA is still being valued like an EV company, while transforming into an AI-first operating system for autonomy, robotics, and energy. The market is underpricing the magnitude of that shift.

Robotaxi expansion, cockpit AI, global software signals, benchmark-dominant Grok-4 performance, and institutional buy ratings all align for a major revaluation.

As xAI’s Grok 4 and Grok 4 Heavy redefine the AI benchmark frontier, the broader implications for Tesla become harder to ignore. Ark Invest’s Cathie Wood has long projected a multi-trillion-dollar valuation for Tesla driven by autonomy and AI convergence. With Grok now embedded directly into Tesla’s interface and a Colossus-powered roadmap unfolding, Musk’s vertically integrated AI stack could turn speculative forecasts into realised valuations. In a market craving true exponential upside, few narratives align as tightly with exponential platform monetisation as Tesla’s evolving AI strategy.

I’m not tracking candles. I’m tracking the next S-curve!

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