Tesla’s Texas Launch Blocked! 🚫

TESLA’S TEXAS LAUNCH BLOCKED 🚫

Not so fast, Elon.

Austin lawmakers just hit the brakes on Elon’s robotaxi dreams.

A group of Democratic reps sent $TSLA ( ▼ 5.34% ) a friendly little love note this week. The message? “Hey, maybe don’t launch your self-driving taxis this Sunday.”

Why?

Because a shiny new Texas law on autonomous vehicles kicks in this September. And these lawmakers think it’s probably a good idea to not roll out an army of robot cars before the rules are even official.

Here’s what the law (which still needs the governor’s autograph) would do:

• Make companies get a permit to run autonomous vehicles

• Let the state yank those permits if safety goes out the window

• Require clear emergency response plans for AVs

Elon has other ideas. Back in January, he said Tesla would start “autonomous ride-hailing for money in Austin” in June. And well, we’re in June. In fact, June’s halfway gone so he says the launch might be this Sunday.

To be fair, it won’t be a city-wide robo-revolution right off the bat. The initial plan is 10 to 20 Model Y’s in what Tesla calls “the safest” parts of Austin. No full rollout. No official app. Just a small pilot, supposedly.

Lawmakers aren’t thrilled. If Tesla goes ahead anyway, they want details… like how the company plans to follow a law that technically doesn’t exist yet.

Why this matters:

• Wall Street has a lot of hope priced into Tesla’s robotaxi dream.

• Self-driving cars and Optimus robots are key parts of the company’s future vision.

• None of that stuff is making money yet.

Still, Tesla stock closed Wednesday at $322.05, up 1.82%. But zoom out and you’ll see the big picture. Shares are down 15% in 2025.

One more thing. If you’re in Austin this weekend and a Model Y rolls up without a driver... maybe just let that one pass.

1. Accumulate on Tesla Uncertainty
Lawmakers pushing back on the robotaxi rollout adds near-term doubt. But long term, Tesla’s AV plans are still a massive growth lever. Investors may overreact in the short term.
📌 Action: Add to $TSLA on dips under $300. Treat delays as noise. Hold for long-term exposure to autonomy and AI-driven upside.

2. Ride the Infrastructure Backdoor
Autonomous vehicles need smart roads, lidar mapping, and advanced emergency response systems. The new Texas law could accelerate funding and adoption.
📌 Action: Accumulate exposure to AV infrastructure plays like $NVDA ( ▼ 2.97% )  (chips), $AEVA ( ▼ 24.16% )  (lidar), or $ACM ( ▲ 0.98% )  (civil engineering). Focus on companies that will profit no matter which brand puts cars on the road.

3. Bet on the AV Ecosystem
Even if Tesla delays, the AV race is still on. Every robotaxi headline builds long-term momentum for autonomous adoption.
📌 Action: Build positions in ETFs like $DRIV ( ▲ 0.17% ) or $IDRV ( ▲ 0.72% ) to get diversified exposure to the entire autonomous & EV supply chain.

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$650M BET ON CLEAN POWER ☢️

TerraPower, (the nuclear startup backed by Bill Gates), just locked in a $650 million funding round. And guess who showed up with a fat cheque?

Nvidia. Yep, that $NVDA ( ▼ 2.97% ).

Their venture arm, NVentures, joined the party alongside OG investors like Gates himself and South Korean industrial beast HD Hyundai.

The cash injection is all about getting TerraPower’s first commercial nuclear reactor off the ground. It’s called the Natrium plant. If all goes well, it’ll be the first of its kind in the U.S. A next-gen nuclear power station with faster construction and fewer headaches.

So Why’s Nvidia in the Nuclear Business?

Simple: AI needs juice. A lot of it.

As data centers multiply like rabbits and GPUs heat up faster than meme stocks, tech giants are hunting for clean, reliable, always-on power. Nuclear energy checks all the boxes.

According to Nvidia’s VC boss:

“As AI continues to transform industries, nuclear energy is going to become a more vital energy source to help power these capabilities.”

Or in plain English… AI is eating the world, and nuclear might be the only thing that keeps the lights on.

Why This Matters for Investors:

• Nuclear’s been a sleeping giant. This move suggests Wall Street and Silicon Valley might finally be waking it up.

• Nvidia isn't just betting on chips. It's betting on the energy ecosystem that powers those chips.

• TerraPower's approval next year could be a turning point for advanced nuclear energy in the U.S.

Oh. If you're still picturing nuclear as Homer Simpson pushing buttons, it’s time to update that mental image.

Think less meltdown, more mainframe.

1. Follow the AI Power Grab
Nvidia backing nuclear isn’t a PR move. It’s a signal that data center energy is the next battleground. AI needs serious wattage.
📌 Action: Build long-term positions in clean energy plays like $SMR ( ▼ 8.7% ) and $NEE ( ▲ 5.24% ) that could supply future AI infrastructure. Power is the new gold.

2. Bet on Nuclear’s Comeback
The U.S. hasn’t had a new commercial reactor in decades. TerraPower could change that. Expect rising interest across the sector.
📌 Action: Accumulate small positions in advanced nuclear ETFs like $NRGV ( ▲ 8.92% ) or exposure via $URA ( ▼ 3.58% ) for uranium supply chain access. Next-gen energy is heating up.

3. Track Nvidia’s Ecosystem Moves
This investment shows Nvidia’s vision goes way beyond chips. Wherever they put money, opportunity follows.
📌 Action: Monitor Nvidia-backed ventures via NVentures and build watchlists around their ecosystem. Past bets = $ARM ( ▼ 3.35% ) , $SNPS ( ▲ 1.78% ) , now nuclear. Ride the shadow of the titan..