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Interesting. He tweeted "Tesla product announcement at noon California time today". Since it is not a big "real world" event I doubt it is anything like AP 2.0 or lots more info about the Model 3.
Before markets close, I would be surprised if its anything major, more likely something more incremental like the 100kWh battery, new PowerWall, maybe the 8.0 SW if its got some interesting new feature like CarPlay support (hey, I can hope).