It's all hinging on the magic Bitcoin $100k. And the way the market is going, it may well happen this week. After today's pause.

Missed a golden opportunity early in the day when NIO fell to mid 4.30's. I believe NIo will cross 5.00 before year end.

//@Guavaxf30: I am reposting this comment I made about Nvidia.  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. My new additional comment: It is now two weeks after the quarterly results posting started a sell-down of Nvidia.  Last Friday, we are starting to see price recovery and I believe next week we will see the resumption of price increases.  Let's see if this pans out. 

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.