As a long-time observer of $Tesla Motors(TSLA)$ and its mercurial CEO Elon Musk, I’ve watched the stock’s dizzying highs and lows with fascination. But Monday’s 15% plunge—the worst single-day drop since September 2020—feels different. This isn’t just another volatility blip; it’s the culmination of multiple crises colliding. 1. Musk’s Trump Era Role Let’s start with the elephant in the room: Elon Musk’s entanglement with the Trump administration. Since Musk took on leadership of the “Department of Government Efficiency” in January 2025, Tesla shares have fallen every single week, shedding 50% of their value since December. Image In my view, Musk’s political pivot has alienated a core segment of Tesla’s customer base: progressive, environmentally

I’ve watched Tesla’s stock tumble this week amid news of BYD’s aggressive push into autonomous driving—a move that’s rattled investors. But before writing off Elon Musk’s EV giant, let’s dissect why this dip might be less about Tesla’s weaknesses and more about the hypercompetitive industry. BYD’s decision to roll out its autonomous driving feature, God’s Eye, across all models—including its $10,000 Seagull hatchback—is undeniably disruptive. By bundling advanced driver-assistance systems (ADAS) into affordable cars, BYD is commoditizing technology that Tesla currently monetizes as a premium add-on (Full Self-Driving, or FSD, costs $12,000 upfront or $199/month). This could pressure Tesla’s pricing power in markets like China, where BYD already outsells Tesla. However, the immediate impact

I’ve analyzed countless earnings reports, but $Upstart Holdings, Inc.(UPST)$’s Q4 FY 2024 results stand out as a turning point. The company isn’t just growing—it’s proving that artificial intelligence can fundamentally reshape lending. Here’s why I believe Upstart deserves a closer look from investors. Upstart’s revenue surged 56% YoY to $219 million in Q4, capping a full-year revenue increase of 24% to $637 million. More importantly, the company is inching toward GAAP profitability. Its Q4 GAAP net loss narrowed to just ($2.8 million), a dramatic improvement from ($42.4 million) a year ago. Adjusted net income flipped to $29.9 million, signaling that operational efficiency is catching up to growth. The Adjusted EBITDA story is even brighter: $38.

$Palantir Technologies Inc.(PLTR)$   What a crazy ride investing in this stock!   

$Netflix(NFLX)$ has done it again. The streaming giant reported another stellar quarter, surpassing expectations on revenue, earnings per share, and paid memberships. As someone who closely follows the streaming wars, I see Netflix’s latest performance as a testament to its ability to innovate, adapt, and maintain its dominance in a highly competitive market. With 301.63 million subscribers—a milestone few could have predicted a decade ago—Netflix has shown that it remains not only relevant but indispensable in the world of entertainment. The Numbers That Matter Netflix’s Q4 earnings were impressive across the board: Earnings per share (EPS): $4.27, exceeding the $4.20 forecast. Revenue: $10.25 billion, surpassing the expected $10.11 billion. Paid

$Costco(COST)$, long celebrated as a retailer that treats its workers better than most, is now facing a potential nationwide strike that could disrupt its operations and tarnish its stellar reputation. The Teamsters union, representing 18,000 Costco employees, recently voted overwhelmingly to authorize a strike, accusing the company of "greed" and an unwillingness to meet worker demands. As someone who admires Costco’s approach to employee treatment and sees unions as a double-edged sword, I find this situation both surprising and revealing. It raises important questions about the limits of corporate generosity and the dynamics of union demands. If there’s one company in the retail industry that has consistently been a beacon of worker-friendly po

$Meta Platforms, Inc.(META)$'s announcement of a 5% workforce reduction has certainly caught attention. The company, led by Mark Zuckerberg, is shifting gears ahead of what it predicts will be an "intense year." The decision to "move out low performers faster," as Zuckerberg described it in an internal memo, signals that Meta is tightening up and preparing for a more efficient future. However, while this may seem like a necessary adjustment for a company at the scale of Meta, I have some reservations about whether these cuts will genuinely address the issues they hope to solve. In fact, I believe these layoffs could miss the mark when it comes to eliminating "dead weight." It’s no secret that in any large organization, there will be employees who

It’s hard to believe that just a few years ago, $Moderna, Inc.(MRNA)$ was riding high, with its stock trading at nearly $450 per share during the height of the pandemic. Today, it’s hovering around $35—a staggering 93% decline. For a company that revolutionized vaccine development with its mRNA technology, this fall from grace seems dramatic, but I believe there’s more to the story than meets the eye. While near-term headwinds are undeniable, the long-term potential for Moderna remains incredibly compelling, especially with its game-changing pipeline in cancer vaccines and other therapies. MRNA Monthly Chart The pandemic propelled Moderna into the spotlight, with its Covid-19 vaccine becoming a household name almost overnight. In 2022, the company

$Micron Technology(MU)$   Bought the dip... hopefully. Keep rising!  

$Apple(AAPL)$ continues to demonstrate remarkable resilience and innovation in 2024, with its stock up over 30% year-to-date. Even amidst widespread concerns about slowing sales growth, Apple’s recent developments in artificial intelligence (AI) and chip design show that the company is far from complacent. Here’s why I believe Apple remains a compelling investment, even at its elevated valuation. The Apple Intelligence logo The launch of ChatGPT integration with Siri in the iOS 18.2 update marks a pivotal moment in Apple’s AI strategy. Apple Intelligence, the company’s suite of AI-powered features, is becoming a cornerstone of its ecosystem. This ChatGPT integration, leveraging OpenAI’s GPT-4o model, enhances Siri’s capabilities by answering compl

Feeling incredibly thankful this Thanksgiving, not just for the turkey on the table but also for an 81.64% P&L this month! Grateful for the explosive growth in $ProShares UltraPro QQQ(TQQQ)$, $MARA Holdings(MARA)$, $Palantir Technologies Inc.(PLTR)$, and $2X BITCOIN STRATEGY ETF(BITX)$ that made this possible. It’s been a month of calculated risks paying off, and I couldn’t be more appreciative of the opportunities the market continues to provide. Here’s to staying disciplined, focused, and thankful for every win—big or small. Wishing everyone a season of gratitude and success in their portfolios!

$Snowflake(SNOW)$ delivered solid Q3 earnings, reinforcing its growth trajectory as a leader in the AI-powered Data Cloud space. Despite strong fundamentals, the stock has encountered resistance at $175 in the three trading days following its earnings announcement. This setup presents an intriguing opportunity for a bullish swing trade, provided certain conditions are met. Snowflake’s Q3 results underline its ability to maintain impressive growth metrics in a competitive market: Product Revenue: $900.3 million, up 29% year-over-year, reflecting strong demand for its enterprise data solutions. Net Revenue Retention Rate: 127%, demonstrating its ability to expand within its existing customer base. Large Customer Growth: 542 customers with over $1 mi

$NVIDIA Corp(NVDA)$ once again delivered stellar earnings, reaffirming its position as the undisputed leader in AI-driven computing. The company continues to capitalize on surging demand for AI infrastructure, boasting record revenue across key segments. Yet, despite the solid beat and guidance, the stock’s typical post-earnings volatility makes me cautious about jumping in immediately. Nvidia reported record-breaking revenue of $35.1 billion for Q3 2024, reflecting a 17% sequential growth and an astounding 94% increase year-over-year. The numbers are impressive across the board: Data Center Revenue: $30.8 billion, up 17% from Q2 and up 112% year-over-year. This growth highlights the explosive demand for Nvidia's AI and machine learning solutions.