Shares of Tesla (NASDAQ: TSLA) stepped on the gas Monday morning, gaining as much as 4.9% in early trading. As of 11:22 a.m. ET, the stock was still up 4.5%.
The catalyst that sent the electric vehicle (EV) specialist higher was a weekend missive from CEO Elon Musk.
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In a post on X this weekend, Musk replied to a post about plans by **** e Exploration Technologies (NASDAQ: SPCX), aka **** eX, to manufacture its own gas turbine blades to remove one bottleneck in data center construction. He noted that both **** eX and Tesla were "each building 100 gigawatts per year of solar production capacity as fast as possible," but that the process would take several years.
Natural gas would be needed to fill the gap in the interim, but the "limiting factor" on current production is the time-intensive process of casting gas turbine blades. "By doing in-house casting at **** eX, we can accelerate [natural] gas turbines coming online by up to 18 months, which is a profound game-changer."

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