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ProCap Insights · May 26, 2026

Musk Promised 250,000 Cybertrucks a Year. SpaceX Now Buys One in Five.

The Cybertruck is the cleanest empirical refutation of Elon Musk's demand is infinite thesis the market has on hand. Tesla still trades at roughly 395x trailing earnings on the assumption that the same playbook works for Optimus and the next Roadster.

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