$NIO Inc.(NIO)$ Not sure why people continue to short Nio when its profitable and growing rapidly. But it seems shorts running out of gas. - deliveries expected to excees 50k in June - top seller for over 6 months straight -margins exceeding 20%
$XPeng Inc.(XPEV)$ Hard to buy this. Deliveries plunging. Like Tesla venturing into robotics, but the China discount weighs heavy. May load some under 13.
$Micron Technology(MU)$ people forget there are long time staffs with over millions in stock at such prices. Thanks to new bagholders, they are dumping, including CEO CFO who has been dumping every month. But keep on pumping!!
$Tesla Motors(TSLA)$ on the EV sector they cant compete at all. Totally losing out in innovation. Robotaxi at level 2, waymo at level 4. Only 40 cars, how can they capture market share? Robotics also no progress on optimus as china rolls out various models. Now pumping spacex putting data centers in space etc. who is paying for them? Wtf, I'm selling and taking a long dated call just in case im wrong.