First of all, I own $Tesla Motors(TSLA)$ and am a stakeholder.Discussion is for personal opinion only.Tesla has been on an upward trajectory since Trump's election victory, and this rally has nothing to do with fundamentals (since it's not earnings season either), but rather the "realization" of a previously suppressed market.As I said before, Tesla is waiting for an opportunity?--An opportunity to cash in on Trump's rise to power.Now that he's cashed in, Elon Musk has taken it a step further by taking on a key government position - the "DOGE", or Department of Organization of the United States.This important official position of personnel appointment and dismissal is actually very important.But it's also very easy to offend!That's not necessarily

$Pinterest, Inc.(PINS)$ is down 15% after hours, after reporting Q3 earnings that also beat expectations but guidance that worried investors.PerformanceRevenue of $898 million increased 18% year-over-year, better than market expectations of a 17.5% year-over-year increase;Non-GAAP EPS rose to $0.40, above market expectations of $0.34.Global monthly active users grew 11% to a record 537 million.Regional PerformanceDomestic operations in the U.S. and Canada performed well, with revenues growing 16% to $719 million; Europe revenues grew 20% to $137 million; and other regions grew 38% to $42 million.Monthly active user growth came primarily from overseas.U.S./Canada MAUs to 99 million, up only 3%; Europe MAUs to 139 million, up 8%, and other regions u

Many people attribute Trump's victory to the efforts of himself and his team, as well as the help of celebrities such as Elon Musk.These can certainly help him, so that he from four years ago do not know the politics of the often criticized "rash youth" to become more fluent in the political world veteran, more know in the campaign to use "strategy" to win the hearts and minds of the people.But it wasn't this that sent him back to the presidency, it was Biden.Below is a chart documenting the last 4 presidential elections, the number of votes for each of the Democrats and Republicans (some states are not completely finished counting the votes, but it doesn't affect the big picture)From 2016-2020, the overall number of registered voters increased, but the increase in the Democratic ticket wa

Note of this chart, you may need it later.Shares of $Eli Lilly(LLY)$took a big swing yesterday as the market was split on the outlook for hot diet pills following the Q3 earnings report.One of its leading products, the diet pills Zepbound and Mounjaro, sold poorly and guidance was lowered.Lilly's explanation for this was that wholesale distributors had more inventory in Q3, which took time to deplete, and did not reorder.The company's argument is far-fetched; if the market demand was strong, then distributors would have replenished as much inventory as possible, as they had done previously, rather than waiting for inventory to be depleted to a certain extent before waiting for the opportunity to replenish it;It could be that the market demand for t

"Burn-after-reading" $Snap Inc (SNAP)$ rose more than 10% after announcing earnings after the bell on Tuesday, with Q3 results showing both revenue and profit beating market consensus estimates, while activity returned againEarnings OverviewRevenue: Q3 revenue totaled $1.373 billion, an increase of 15% year-over-year, primarily due to the buoyancy of the advertising business.Profit: Q3 net loss was $153 million, down 58% from $368 million a year ago, with the company making significant progress in controlling losses; adjusted EBITDA was $132 million, up 229% year-over-year.Business.Advertising revenue was up 10% year-over-year, with direct response (DR) advertising revenue up 16%, illustrating the strength of SMB advertising demand, and the total num

$Netflix(NFLX)$ Q3 earnings report, strategy for the quarter: short-biased "short volatility strategy"In terms of volatility, choose an asymmetric condor with a bias towards SHORT volatility; andBe bullish on earnings, but keep a short mindset.Explain the reasoning:I'm actually not down on NFLX's earnings, instead it should beat expectations, especially since the ad business was just getting off the ground in Q3 last year, the base should be very low, and now it may be able to eat a wave of growth benefits.Again, because of the crackdown on shared accounts, the number of subscribers will probably continue to grow, and ARPU will also be not weak because of the advertising business.The call may also announce information about Squid Game 2 and price

$Boeing(BA)$ is facing a severe financial crisis, exacerbated by a month-long strike and ongoing operational challenges. The company has announced plans to raise up to $25 billion through stock and debt offerings, alongside a $10 billion credit facility from major banks. This initiative aims to address significant cash flow issues as Boeing has reported core operating losses exceeding $33 billion over the past six years.Financial SituationDebt Increase: Boeing's long-term debt has surged to approximately $53 billion, up from $10.7 billion in March 2019, largely due to the fallout from two fatal crashes of the 737 Max and subsequent production halts.Strike Impact: The ongoing strike by 33,000 members of the International Association of Machinists (IA

The WSJ recently published an inside look at OpenAI, analyzing in detail last year's "court battle" drama and why the executive team fell apart.OpenAI is undergoing an unprecedented transformation and upheaval.Founded in 2015, the nonprofit organization, which was originally dedicated to developing artificial intelligence technology that would benefit all of humanity, is now facing the significant challenge of transitioning from a nonprofit to a for-profit company.Behind this change, a wave of departures, internal struggles, and leadership strife form a complex picture of the inner workings of the organization.Right now, Sam Altman has set out to change OpenAI's nonprofit structure, turning it into a true commercial company and raising capital at a valuation of $150 billion.And Sam's own a

In a recent $JPMorgan Chase(JPM)$ roadshow report, analyst Joe Moore provided an in-depth discussion on the current state of the AI market, responding to the market's concerns about whether or not the AI industry has peaked.Below is a summary of the key takeaways from the report:State of the AI MarketDespite $NVIDIA Corp(NVDA)$ stock price volatility and $Broadcom(AVGO)$ erratic performance, demand for AI hardware (especially GPUs) remains strong and the market is still in its early stages.While there is a focus on factors such as product cycles and cabinet shipment sizes, the reality is that these factors have not had as significant an impact on the market as exp

$Goldman Sachs(GS)$ is at it again, and while it's not common to directly advise people to buy options, the timing of the appearance is common, with its analysts recommending buying calls ahead of $Tesla Motors(TSLA)$ Q3 earnings report and the Oct. 10 Robotaxi Event.It even mentions specific options:Buy TSLA Oct-24 $255 callsReasons are clearQ3 results will be heavy on growth, with revenues expected to be up 4% sequentially and 6% year-on-year, driven by strength in China;The event on October 10 is expected to showcase its fully autonomous driving technology and business prospects at the event;Tesla may have a cost advantage in scale over other self-driving car competitors, given its volume in the consumer

$NVIDIA Corp(NVDA)$ is once again leading tech stocks and taking the broader market to new highs.There are two main factors that have affected NVIDIA sentiment recently:Jen-Hsun Huang's reduction in his holdings.But according to a Barron's blurb, he has already completed his share of the previously announced reduction;Blackwell expectations.According to $Morgan Stanley(MS)$ projections, in Q4 alone, NVIDIA could earn about $10 billion in revenue from Blackwell chips alone.This can be partly understood as incremental revenue with higher margins.In fact, we can see that since the stock split, NVIDIA stock has gone back and forth for two cycles with gradually decreasing volatility.From a technical point of vie