Tesla (TSLA): Cybertruck Sales Tactics and Mag 7 Debate Dominate Reddit Discourse

A
$TSLA post on r/wallstreetbets claimed SpaceX is taking hundreds of unsold Cybertrucks, sparking a debate about the accounting and stock impact.
An r/stocks thread removed
$TSLA from the 'Magnificent 7,' arguing Broadcom has replaced it and that Apple is now the weakest of the group.
Retail sentiment on TSLA was strongly positive at 0.75, with
$TSLA appearing in 36 posts across r/wallstreetbets with more than 2,400 comments.

$TSLA captured the No. 5 spot in retail-investor discussion on October 15, buoyed by two competing narratives. On one hand, a r/stocks post questioned whether the electric vehicle maker still belongs in the 'Magnificent 7,' noting that Broadcom now carries a market cap roughly 30% above Tesla's. On the other hand, a r/wallstreetbets thread highlighted a report that SpaceX has taken delivery of hundreds of unsold Cybertrucks — a move one commenter suggested could give TSLA a 'pop.'

Cybertruck Sales to SpaceX Stir Debate

The most attention-grabbing discussion came from r/wallstreetbets, where a user posted about Tesla selling its popular electric pickup to Elon Musk's aerospace company. Citing a report that SpaceX has acquired 'hundreds' of Cybertrucks and is expected to take 'thousands more,' the post speculated that the move would help Tesla absorb excess production capacity. With annual Cybertruck capacity of 250,000 units and only about 20,000 sold each year, the author argued the arrangement could boost TSLA shares by roughly $10. The post collected 212 upvotes and 46 comments, with sentiment largely bullish.

TSLA

Some commenters questioned the accounting implications, noting that selling to a related party could distort revenue figures. Others brushed aside the complaints, pointing to the broader investor base that may welcome any sign that Tesla is clearing inventory. No same-day news articles were ingested to corroborate or refute the report, leaving the discussion grounded solely in Reddit speculation.

TSLA Loses Its 'Mag 7' Seat — Or Does It?

A separate, high-engagement post on r/stocks argued that

$TSLA no longer belongs in the 'Magnificent 7,' ceding its spot to

$AVGO. The author pointed to Broadcom's roughly 30% larger market cap and framed Apple — rather than Tesla — as the weakest remaining member. The post, which earned 353 upvotes and 189 comments, did not dispute Tesla's fundamental quality but reframed the index as a tech-growth benchmark where Tesla’s current valuation and automotive focus make it a less natural fit. The thread served as a reminder that

$TSLA remains a polarizing stock that draws debate even when the headline news cycle is quiet.

$TSLA

Sentiment and Engagement Summary

Sentiment: 75% bullish, 19% bearish, 6% neutral.

$TSLA posts on r/wallstreetbets tracked an average sentiment of 0.61, while the broader ticker-level sentiment across Reddit reached 0.75, reflecting a net bullish lean. The stock generated 434 comments and 496 upvotes from just five posts, indicating that each user post sparked unusually deep discussion. Engagement was concentrated in r/stocks and r/wallstreetbets, where the Cybertruck-SpaceX angle drove most of the volume.

Subscribe to Tendie.bot for more market recaps.