Kiwi Tigress
12-09 07:50

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ yo BC @Barcode kinda wild how Optimus might only cost like 50k to 60k just for the hardware, I’m sitting here thinking that’s cheaper than some cars ngl, imagine when the software kicks in and Tesla starts printing margins. and yeah I saw that Trump Xi thing about letting Nvidia ship H200s back into China, lowkey feels bullish for tech right now, NVDA already popping after hours, TSLA could follow if the mood sticks fr 😮‍💨🔥 yeah Broadcom staying spicy right now because HSBC kept that Buy and the $535 PT, feels like everyone’s still sleeping on how big those ASIC wins could be after Gemini 3, I’m just watching the street slowly wake up to the upside here and ngl I like that energy for AVGO lately, solid momentum building and the tech vibes are positive, I’m in observation mode but it’s giving strength fr 🔥

Robotaxi Moment: Will 2026 Be Tesla’s True Breakout Year?
Morgan Stanley’s latest report outlines an explosive outlook for autonomous driving by 2026, projecting that 33 U.S. cities will roll out commercial robotaxi services. The firm calls 2026 the “singularity moment” for the autonomous driving industry. Future landscape will be dominated by Waymo and Tesla, forming a dual-oligopoly defined by safety vs. cost. Morgan Stanley also warns that this trend could directly threaten the ride-hailing businesses and valuations of Uber and Lyft. Has Tesla’s robotaxi story already been priced in? Tesla vs. Waymo competition, who do you think will win?
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Comments

  • PetS
    12-09 10:16
    PetS
    I like your point on Tesla’s tech leverage. I’m tracking support near recent liquidity shelves while options flow leans bullish into autonomy catalysts. Market still undervalues software adoption and recurring revenue. If sentiment turns risk on again, this structure has room to accelerate higher as fundamentals and narrative start to align.
  • Tui Jude
    12-09 10:23
    Tui Jude
    I see $NVIDIA(NVDA)$ defending structure near key support and gamma flows continue to lean positive which usually helps upside follow through. I’m tracking earnings reactions across hyperscalers because that cross asset read influences sentiment here. If cloud capex stays elevated, the path of least resistance might still be up even if short term ranges feel tight.
  • Queengirlypops
    12-09 14:10
    Queengirlypops
    TSLA + NVDA
    wait so AVGO cooking, NVDA popping, TSLA building the robot army and we are acting normal, like… what if this is the next big rotation into AI hardware plus autonomy and we are literally sitting front row, vibes high, liquidity pockets loading, this could go wild if earnings hit right, I’m not saying moon but kinda saying moon 🧃
  • Barcode
    12-09 14:36
    Barcode
    I appreciate how you framed that KT. I’m watching Tesla’s autonomy and Optimus economics the same way institutions are. Hardware cost curves trending lower while software value expands is the formula that transforms margins and valuation. $NVIDIA(NVDA)$ and $Broadcom(AVGO)$ benefiting from 🇨🇳 China sentiment is useful confirmation that tech risk appetite is improving again.
  • TAND
    12-10 00:13
    TAND
    //@Barcode:

    Great article, would you like to share it?

  • Barcode
    12-09 14:34
    Barcode

    Great article, would you like to share it?

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