T Panke Tape Tesla + SpaceX · 13F · SPCX live

Wednesday 21 October 2026 · Night / after the cash close

Two names. One close.

Tesla +3.41% to $386.47. SpaceX +7.79% to $159.31. Through the $375s. One cash session is not a floor until it holds. Held the $150s. Unlock digestion, not a smash.

Next up 0d 22 Oct · SpaceX lock-up release: up to 1.31B shares (28%)2d 24 Oct · SpaceX lock-up release: up to 328.4M shares4d 26 Oct · First trading day for the 24 Oct unlock All dates →
TSLA

Tesla

Green close. High $388.84. Low $380.51.

$386.47 +3.41%

Prev
$373.71
High
$388.84
Low
$380.51
Volume
46.9M

Through the $375s. One cash session is not a floor until it holds.

What printed

  • Cash close $386.47 (+3.41%) on 46.9 million shares. High $388.84, low $380.51. Prior close $373.71.
  • Wed 21 Oct: opened $381.43, high $388.84, tagged $380.51, closed $386.47 +3.41% on 46.9 million. Through the $375s. One cash session is not a floor until it holds.
  • Day range $8.33 (2.2% of the prior close). Volume 43.9 million shares, busier than the 20-day average of 34.8 million (1.26x). Closed mid-range. 3 up closes in a row. Five sessions: +5.26%.
  • Tesla Q3 2026 after the close (Sawyer Merritt, from the report): non-GAAP EPS $0.48 vs $0.45 est, revenue $28.05B vs $28.3B est, GAAP net income $787M, free cash flow $1.53B. Active FSD subscriptions 1.74M, up 67% YoY and 260,000 more than Q2.
  • Tesla says Optimus production has started on its high-volume lines in Fremont, and a record 75% of new North America deliveries included FSD in Q3, up from 55% in Q2. It plans 400 MW of training compute by year-end and starts commissioning Austin Fab equipment in 2027.
  • Robotaxi and Cybercab: Tesla launched a Robotaxi safety site with a live mile counter (0 people injured, 0 airbag deployments, 0 pedestrians or cyclists hit). The unsupervised fleet averages 80,600 miles a day, and Las Vegas, Jacksonville, Phoenix and San Antonio launch soon.
  • Tesla's Q3 shareholder update also says Tesla Semi is now in volume production, the next-gen Roadster was unveiled, and deliveries hit records in Canada, Australia, Japan and Taiwan. The Q3 call is at 4:30pm CT.

Watch

Does the $385s hold after a close to $386.47.

SPCX

SpaceX

Green close. High $166.18. Low $156.93.

$159.31 +7.79%

Prev
$147.79
High
$166.18
Low
$156.93
Volume
219.0M

Held the $150s. Unlock digestion, not a smash.

What printed

  • Cash close $159.31 (+7.79%) on 220.8 million shares. High $166.18, low $156.93. Prior close $147.79.
  • Wed 21 Oct: opened $160.56, high $166.18, tagged $156.93, closed $159.31 +7.79% on 220.8 million. Held the $150s. Unlock digestion, not a smash.
  • Day range $9.25 (6.3% of the prior close). Volume 220.8 million shares, busier than the 20-day average of 84.6 million (2.61x). Closed mid-range. Five sessions: +4.70%.
  • Elon on SpaceX after its Q3 report: "As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible."
  • Elon congratulated the SpaceX team on Q3: revenue of $14.6B, up 161% year over year, and the first revenue-generating Starship mission, which carried 26 Starlink V3 satellites.
  • JPMorgan raised its SpaceX price target to $500 from $240, about a $6.6T market cap, and now forecasts $254B of 2027 revenue (Sawyer Merritt).
  • Grok Bot (on SpaceX): Elon pushed it through the session, "Try Grok @Bot" and "Grok @Bot can help protect and fix your credit rating. Just ask it to do so!"
  • Starlink: in a post Elon quoted, United's CEO says customers are switching from other airlines because of Starlink, and United crosses 50% of flights with Starlink this week. Elon: "Starlink moves the needle".
  • Next: SpaceX lock-up release: up to 1.31B shares (28%), Thu 22 Oct (today).
  • Next: SpaceX lock-up release: up to 328.4M shares, Sat 24 Oct (2 days out).

Watch

Does the $155s hold after tagging $156.93. Eligibility is not a forced sale. · Next: SpaceX lock-up release: up to 1.31B shares (28%), Thu 22 Oct (today). · Next: SpaceX lock-up release: up to 328.4M shares, Sat 24 Oct (2 days out).

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Updated 2026-10-21. 1332 people · 2092 views. Nasdaq.com official closes. 13Fs are 45 days late. NFA.