Big Tech earnings season has begun! The first crop of tech earnings didn't exactly deliver on every single front I just mentioned, though some excelled. Two, Musk said Tesla needs to build and operate what he is calling a “TeraFab” to manufacture semiconductors. But this is the type of bullish nugget that Tesla fans eat up, as it shows Musk is all-in on building a different, possibly more lucrative, Tesla in the next decade. It has almost reached the point where investors can’t understand what Microsoft is even working on.