$Tesla Motors(TSLA)$ Short flights are doomed. For one passenger with a cheap flight and no checked bag, flying can still be competitive. But for two passengers, extra luggage, inconvenient flight times, or expensive weekends, the Robotaxi would probably end up substantially cheaper and more convenient. You could recline, watch something, or nap during the drive, though Cybercab isn't really a proper sleeper. Most importantly, you leave directly from your home and arrive at your Las Vegas hotel—no parking, no airport transfers, no security line, no boarding process, no baggage carousel. LA–Vegas is almost the perfect Robotaxi route: the flight is too short to overcome the airport hassle, while the drive is long
ETH.X$BitMine Immersion Technologies Inc.(BMNR)$ I had the same exact gut feeling as when I bought $Tesla Motors(TSLA)$ at $20 before the splits, back when Morgan Stanley put out a $5 price target just before it ran up 1,000% over a few years. Never felt more conviction on any asset in my life.
$Tesla Motors(TSLA)$ TSLA is back above VWAP after absorbing a sharp morning pullback, and the tightening price action suggests the market is deciding where to go next. Bulls have something to build on, but not something to celebrate prematurely. Bears still have a credible case — valuation, margins, and recent resistance haven't disappeared. But neither has the buyers' response. Three consecutive green daily candles, maybe a fourth today, a successful defense of the breakout area, and continued buying on dips tell us demand is still present. The next move won't be determined by opinions. It'll be determined by whether bulls can turn today's consolidation into tomorrow's continuation. Markets don't reverse beca
Why focus on the delivery noise? $Tesla Motors(TSLA)$ is sitting at $379.71, and the long-term money is clearly betting on the humanoid robotics rollout. The structural setup looks solid.
$Tesla Motors(TSLA)$ Tesla doesn't need to spend a ton on CAPEX like other tech companies are doing now, since they've already made those investments. They'll be a true leader in everything from AI chips to AI itself and a range of products that utilize it. I think Tesla is the best AI investment out there.
$Micron Technology(MU)$ Micron is now in a very different league, with its market cap sitting above both $Tesla Motors(TSLA)$ and META. From a trading desk perspective, that's not just a headline. It's a ranking shift that says a lot about how the market is re-rating semiconductors right now. Benefiting from a strong memory and AI demand cycle Repricing is happening faster than most expected Semis are increasingly treated as core AI infrastructure, not just cyclicals When a name like MU starts competing in the same valuation space as mega-cap platforms, it tells you the narrative has already changed.
$Tesla Motors(TSLA)$ Is this dip due to the autopilot fatality? That was autopilot, not FSD, and the driver was also found to be pressing the gas pedal. Crazy, back above 400 soon.
$Tesla Motors(TSLA)$ There's news about a merger, which could send the stock flying. Puts are likely to get burned. It's holding strong at $397, and I think it has a chance to hit $413 by Monday or Tuesday.
$NIO Inc.(NIO)$ Things are heating up. The thesis is getting harder to ignore: ✅ Driver-assist upgrade rolling out to 700K+ vehicles — reads tidal lanes & overhead signs in real time, no HD maps needed, AI inference ~20% faster. ✅ ES9 flagship is on fire — 25K+ non-cancellable orders, sold out 8-17 weeks deep. ✅ Deutsche Bank sees Q2 non-GAAP profit +304% QoQ, bumps 2026 target to HK$86. ✅ 2nd straight quarter of non-GAAP profitability, gross margin expanding to ~19%. ✅ 450K delivery forecast for 2026 (+38% YoY). The Pentagon "military list" noise? NIO called it unjustified — it's not a sanctions list and doesn't touch the business or the stock. Fundamentals are doubling. The share price is still napping. Not financial advice.
$Tesla Motors(TSLA)$ AI hasn't even started to help the stock prices of TSLA, MSFT, ORCL, and many other great companies that will profit hugely from it.