I repeat: My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips. Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.

Wow. The real bet for the ages was not Tesla after Trump's election. It was this morning after NVDA's solid financial results still brought about a massive sell-down to a low of $139 +. Now, even before the market opens, the rebound is fierce.

My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips.  Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.

Same old same old. This happens after the previous good earnings report. It will trade down and then flat for a few days.

WTF. The results are really good. The forecast too. What is the market thinking? Are they reading correctly ?

It may not be wrong to concentrate on higher value EV's. You can't beat the Chinese in producing cheap cars.  Let them have the 3rd world and concentrate on the higher economy nations. This way, both sides wins.

Interesting theory. But actually makes sense in a twisted way. No pun intended on Twitter.....

This actually makes very good sense even if at the moment it is pure speculation. What is $10 billion for someone who paid $44 billion for Twittter/X?  So merging the two will ultimately cost around $54billion. But it get him into the ever shrinking inner circle of the likely relected president of the USA. The ultimate game for Elon Musk is not Tesla. I feel is it his space projects, including Starlink. Controlling space has got value that is infinitely more than what anyone can imagine. The satellite business alone is mind-boggling.

Looks like Lyft, Uber investors are liking what they saw from the Robotaxi event. They are laughing their way to the bank on what they saw from their supposed biggest threat.

Drop of more than 5% after the much vaunted Robotaxi event. Where's Tesla headed to ? Below $200 is in sight.

Will the be an Awesome day or Awful day for Elon Musk? Is he going to have Donald Trump appear in a robotaxi at the unvealing?

Opps. She did it again. Buy high, now a falling knife.

Looks like the market is expecting a sell-on-news event. 

"A lot of people at Tesla are just tired of all the noise," they said. More accurate to call it rants rather than noise. Musk is increasingly getting more desparate and irrational. Just look at his behaviour at the recent Trump rally.

All are pinning their hopes on a Robotaxi event. Their mainstay EV business have been floundering somewhat. But interesting to note their own main executive behind AI, their CIO, resigned in the week before this.  Questions have to be asked as to why leave in their supposed moment of glory?

Morgan Stanley is one of Elon Musk heavist creditor. Musk borrowed a lot of money from MS to over-pay for Twitter.  MS is on the hook if Tesla prices falls as Musk's riches is mostly based on the value of Tesla.

Jamie Dimon is not one to take a position either way. Not when the rewards does not match the risk taken. But even as JP Morgon (and probably driven by Jamie's own views) has taken a deem view of Tesla and Elon Musk, so too Jamie will unlikely want to be in the same camp as someone endorsed by Elon Musk.