What's going on here What's going on How did this all happen so fast Well first of all I've shared this a number of times Shout out to Hey Dave A friend of the channel he always talked about the 4 S-curves and I spoke about how they are all colliding Well one of them is energy Okay the other one is Chris EVs FSD Robotaxi Energy AI and Robots You see a pattern here anybody Guess who's positioned in the heart of these big 4 industrial revolutions that are hitting all at the same time Yeah we're just getting started and the answer is Tesla But what's even absolutely nuttier is how much they produced and deployed in Qt Megapack deployments in 90 days is more than they did in the previous 3 years This is what an S curve is Okay Remember this chart Never forget this You want to position yourself early on in the S-curve and that's how you make megabucks So hard to believe But there's a lot more Stanley is blown away They talk about energy storage deployments A show stealer from today's update is the all-time record high stationary storage number 4 gigawatt hours for Qt 2 which is over 2 X their forecast As GEN-AI acceleration spurs a multi-generational increase in energy demand electricity generation and data center investment we believe investors will begin to pay more attention to Tesla Boom Morgan Stanley is like their pencils were in all the wrong boxes They didn't see this coming And they are analysts And they are the best one by the way for Dazla believe it or not Cybert thank you for coming But let's get into the numbers now because this is the piece that I really enjoy