Elon’s Game of Peekaboo Ignites a $23B TSLA Rally… Traders Bet Rent Money $25K Model Is Finally Here

The headlights heard ‘round the market…

Elon Musk is back to what he does best… making world-class EVs pumping up Tesla’s stock price via social media teaser.

Yesterday, Elon’s PR department (better known as his X account) posted two short videos. One showed a spinning Tesla-branded component ending with “10/7.” The other? Just a pair of headlights floating in the dark. That’s it. Nine seconds of mystery, and boom… (does math nervously) $23 billion added to Tesla’s market cap.

Within minutes, the internet split into two tribes. First, the cult of the Roadster faithful… diehards still waiting on the “beyond a car” super-EV Elon first promised in 2017. And second, the “please just give us a $25K car already” crowd, begging for the mass-market Model Y Lite that could finally make Teslas affordable for dudes that don’t make $500,000 a year selling crypto courses on Instagram.

(Source: CNBC)

Well safe to say, Wall Street’s money is on the latter. Tesla needs a cheaper model to keep sales moving after its record Q3 delivery rush, which was juiced by buyers sprinting to grab that $7,500 federal EV tax credit before it expired on September 30. Without Uncle Sam handing out $7,500 coupons, analysts think Q4 could be cooked.

Tesla’s already hinted that a lower-cost Model Y is coming, one that’s about 20% cheaper to produce than the current version. The plan? Scale it to 250,000 units a year by 2026. The math works out: smaller price tag, bigger market, more cash for Elon’s Mars hobby fund.

The problem is Tesla’s lineup is starting to feel old as Methusaleh. The Cybertruck became more meme than machine (46,096 built so far, with recalls to boot), and the Model 3 and Y are pretty much wearing different hats at this point. If Tesla wants to stay ahead of BYD and China’s army of low-cost EVs, it needs a new hook… fast.

The timing of the teaser isn’t random either. It lands just before Tesla’s annual shareholder meeting, where Elon’s under fire for his $1 trillion pay package and boardroom loyalty issues. As history has shown us in the past with Elon, a little buzz never hurts when you’re trying to rally the faithful.

Tomorrow’s reveal could be the long-delayed Roadster, the long-promised affordable Model Y, or, knowing Elon, an announcement that he’s finally blasting off to Mars with one of his baby mamas to start a new civilization. Either way, the man’s still the undisputed champion of hype. He could post a cryptic tweet in the middle of a 1929-level market crash and somehow make Tesla stock rise.

At the time of publishing this article, Stocks.News holds positions in Tesla and Meta as mentioned in the article.