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04-23 22:43

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@EV_Dig:💡 $TSLA Energy: The Real Spotlight

04-23 22:43

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@Tiger_comments:AMD Breaks $300, Google Launches New TPU: Is NVIDIA Still Buyable?

04-23 22:43

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@Trend_Radar:GEV Soars +13.8%, Nears $1,142 All-Time High

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Auto got the headlines, but the real story? Energy margins hit a record 39.5%, and <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> revealed a $3B <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> 14A chip bet called Terafab. Here's what management actually said — and what it could mean for the stock. 1️⃣ Energy: The Margin Story 📄 What Management Actually Said Vaibhav Taneja (CFO): \"We deployed 8.8 gigawatt hour of energy storage, a 38% sequential decline... We set yet another record with gross margins in this business over 39.5% due to some onetime benefits from certain tariff recognitions of more than $250 million... On a normalized basis, we continue to expect energy compression from here with increasing competition and tariff","listText":"April 22 Q1 2026 earnings dropped. Auto got the headlines, but the real story? Energy margins hit a record 39.5%, and <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> revealed a $3B <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> 14A chip bet called Terafab. Here's what management actually said — and what it could mean for the stock. 1️⃣ Energy: The Margin Story 📄 What Management Actually Said Vaibhav Taneja (CFO): \"We deployed 8.8 gigawatt hour of energy storage, a 38% sequential decline... We set yet another record with gross margins in this business over 39.5% due to some onetime benefits from certain tariff recognitions of more than $250 million... On a normalized basis, we continue to expect energy compression from here with increasing competition and tariff","text":"April 22 Q1 2026 earnings dropped. Auto got the headlines, but the real story? Energy margins hit a record 39.5%, and $Tesla Motors(TSLA)$ revealed a $3B $Intel(INTC)$ 14A chip bet called Terafab. 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On a normalized basis, we continue to expect energy compression from here with increasing competition and tariff","images":[{"img":"https://static.tigerbbs.com/a60e9a7349ea68c86b01a924dcced3e6"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556718741111144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556762738480064,"gmtCreate":1776955420816,"gmtModify":1776955428935,"author":{"id":"4234856525058862","authorId":"4234856525058862","name":"Niqqy888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4234856525058862","authorIdStr":"4234856525058862"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556762738480064","repostId":"556719213703528","repostType":1,"repost":{"id":556719213703528,"gmtCreate":1776950486516,"gmtModify":1776955800122,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"AMD Breaks $300, Google Launches New TPU: Is NVIDIA Still Buyable?","htmlText":"Yesterday, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> surged 7%, finally reaching the much-anticipated $300 level. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> also rose 2% to $337, while <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> held strong, closing above $200. As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position. AMD breaks $300: will AMD be the next NVIDIA? Why Is the Market Re-rating AMD? CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs. At the same time, AMD’s Instinct GPUs can continue to ab","listText":"Yesterday, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> surged 7%, finally reaching the much-anticipated $300 level. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> also rose 2% to $337, while <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> held strong, closing above $200. As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position. AMD breaks $300: will AMD be the next NVIDIA? Why Is the Market Re-rating AMD? CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs. At the same time, AMD’s Instinct GPUs can continue to ab","text":"Yesterday, $Advanced Micro Devices(AMD)$ surged 7%, finally reaching the much-anticipated $300 level. $Alphabet(GOOG)$ also rose 2% to $337, while $NVIDIA(NVDA)$ held strong, closing above $200. As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position. AMD breaks $300: will AMD be the next NVIDIA? Why Is the Market Re-rating AMD? CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs. At the same time, AMD’s Instinct GPUs can continue to ab","images":[{"img":"https://community-static.tradeup.com/news/1e94a2e7910c9826d1c1b3d4157bad85"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556719213703528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556763120829208,"gmtCreate":1776955413693,"gmtModify":1776955424171,"author":{"id":"4234856525058862","authorId":"4234856525058862","name":"Niqqy888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4234856525058862","authorIdStr":"4234856525058862"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556763120829208","repostId":"556715247030816","repostType":1,"repost":{"id":556715247030816,"gmtCreate":1776949612179,"gmtModify":1776950086546,"author":{"id":"3527667678950622","authorId":"3527667678950622","name":"Trend_Radar","avatar":"https://community-static.tradeup.com/news/731342fb346b158cb8d15a31d1ec16d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667678950622","authorIdStr":"3527667678950622"},"themes":[],"title":"GEV Soars +13.8%, Nears $1,142 All-Time High","htmlText":"<a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> $GE Vernova Inc.(GEV) Soared +13.75%: Q1 Blowout Ignites Breakout, $1,142 ATH in Sight 🚀 Latest Close Data 📊 Closed at $1,127.56 on 2026-04-23, surging +13.75%. The stock is now trading at its all-time high of $1,142.0, a mere 1.3% away. Core Market Drivers ⚡ Stellar Q1 Earnings: Reported EPS of $17.44, significantly beating estimates of $15.44, with revenue up 16.3% YoY. Raised Full-Year Guidance: Management boosted 2026 revenue and profit margin outlooks, citing strong demand from data centers and electrification trends. Geopolitical Resilience: The CEO stated that regional conflicts have had a \"minimal\" impact on operations, reassuring investors. Technical Analysis 📈 Volume: Explosive volume of 4.2 million shares (Volume R","listText":"<a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> $GE Vernova Inc.(GEV) Soared +13.75%: Q1 Blowout Ignites Breakout, $1,142 ATH in Sight 🚀 Latest Close Data 📊 Closed at $1,127.56 on 2026-04-23, surging +13.75%. The stock is now trading at its all-time high of $1,142.0, a mere 1.3% away. Core Market Drivers ⚡ Stellar Q1 Earnings: Reported EPS of $17.44, significantly beating estimates of $15.44, with revenue up 16.3% YoY. Raised Full-Year Guidance: Management boosted 2026 revenue and profit margin outlooks, citing strong demand from data centers and electrification trends. Geopolitical Resilience: The CEO stated that regional conflicts have had a \"minimal\" impact on operations, reassuring investors. Technical Analysis 📈 Volume: Explosive volume of 4.2 million shares (Volume R","text":"$GE Vernova Inc.(GEV)$ $GE Vernova Inc.(GEV) Soared +13.75%: Q1 Blowout Ignites Breakout, $1,142 ATH in Sight 🚀 Latest Close Data 📊 Closed at $1,127.56 on 2026-04-23, surging +13.75%. The stock is now trading at its all-time high of $1,142.0, a mere 1.3% away. Core Market Drivers ⚡ Stellar Q1 Earnings: Reported EPS of $17.44, significantly beating estimates of $15.44, with revenue up 16.3% YoY. Raised Full-Year Guidance: Management boosted 2026 revenue and profit margin outlooks, citing strong demand from data centers and electrification trends. Geopolitical Resilience: The CEO stated that regional conflicts have had a \"minimal\" impact on operations, reassuring investors. Technical Analysis 📈 Volume: Explosive volume of 4.2 million shares (Volume R","images":[{"img":"https://community-static.tradeup.com/news/67d9aa275079c8c28b36195e0c7dda89","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556715247030816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":556763247468728,"gmtCreate":1776955427438,"gmtModify":1776957073127,"author":{"id":"4234856525058862","authorId":"4234856525058862","name":"Niqqy888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234856525058862","idStr":"4234856525058862"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556763247468728","repostId":"556718741111144","repostType":1,"repost":{"id":556718741111144,"gmtCreate":1776950371137,"gmtModify":1776950656274,"author":{"id":"10000000000010843","authorId":"10000000000010843","name":"EV_Dig","avatar":"https://community-static.tradeup.com/news/26122a7132bbb61e091633ebd6524dd8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010843","idStr":"10000000000010843"},"themes":[],"title":"💡 $TSLA Energy: The Real Spotlight","htmlText":"April 22 Q1 2026 earnings dropped. Auto got the headlines, but the real story? Energy margins hit a record 39.5%, and <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> revealed a $3B <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> 14A chip bet called Terafab. Here's what management actually said — and what it could mean for the stock. 1️⃣ Energy: The Margin Story 📄 What Management Actually Said Vaibhav Taneja (CFO): \"We deployed 8.8 gigawatt hour of energy storage, a 38% sequential decline... We set yet another record with gross margins in this business over 39.5% due to some onetime benefits from certain tariff recognitions of more than $250 million... On a normalized basis, we continue to expect energy compression from here with increasing competition and tariff","listText":"April 22 Q1 2026 earnings dropped. Auto got the headlines, but the real story? Energy margins hit a record 39.5%, and <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> revealed a $3B <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> 14A chip bet called Terafab. Here's what management actually said — and what it could mean for the stock. 1️⃣ Energy: The Margin Story 📄 What Management Actually Said Vaibhav Taneja (CFO): \"We deployed 8.8 gigawatt hour of energy storage, a 38% sequential decline... We set yet another record with gross margins in this business over 39.5% due to some onetime benefits from certain tariff recognitions of more than $250 million... On a normalized basis, we continue to expect energy compression from here with increasing competition and tariff","text":"April 22 Q1 2026 earnings dropped. Auto got the headlines, but the real story? Energy margins hit a record 39.5%, and $Tesla Motors(TSLA)$ revealed a $3B $Intel(INTC)$ 14A chip bet called Terafab. Here's what management actually said — and what it could mean for the stock. 1️⃣ Energy: The Margin Story 📄 What Management Actually Said Vaibhav Taneja (CFO): \"We deployed 8.8 gigawatt hour of energy storage, a 38% sequential decline... We set yet another record with gross margins in this business over 39.5% due to some onetime benefits from certain tariff recognitions of more than $250 million... On a normalized basis, we continue to expect energy compression from here with increasing competition and tariff","images":[{"img":"https://static.tigerbbs.com/a60e9a7349ea68c86b01a924dcced3e6"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556718741111144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556762738480064,"gmtCreate":1776955420816,"gmtModify":1776955428935,"author":{"id":"4234856525058862","authorId":"4234856525058862","name":"Niqqy888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234856525058862","idStr":"4234856525058862"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556762738480064","repostId":"556719213703528","repostType":1,"repost":{"id":556719213703528,"gmtCreate":1776950486516,"gmtModify":1776955800122,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"AMD Breaks $300, Google Launches New TPU: Is NVIDIA Still Buyable?","htmlText":"Yesterday, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> surged 7%, finally reaching the much-anticipated $300 level. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> also rose 2% to $337, while <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> held strong, closing above $200. As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position. AMD breaks $300: will AMD be the next NVIDIA? Why Is the Market Re-rating AMD? CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs. At the same time, AMD’s Instinct GPUs can continue to ab","listText":"Yesterday, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> surged 7%, finally reaching the much-anticipated $300 level. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> also rose 2% to $337, while <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> held strong, closing above $200. As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position. AMD breaks $300: will AMD be the next NVIDIA? Why Is the Market Re-rating AMD? CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs. At the same time, AMD’s Instinct GPUs can continue to ab","text":"Yesterday, $Advanced Micro Devices(AMD)$ surged 7%, finally reaching the much-anticipated $300 level. $Alphabet(GOOG)$ also rose 2% to $337, while $NVIDIA(NVDA)$ held strong, closing above $200. As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position. AMD breaks $300: will AMD be the next NVIDIA? Why Is the Market Re-rating AMD? CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs. At the same time, AMD’s Instinct GPUs can continue to ab","images":[{"img":"https://community-static.tradeup.com/news/1e94a2e7910c9826d1c1b3d4157bad85"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556719213703528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556763120829208,"gmtCreate":1776955413693,"gmtModify":1776955424171,"author":{"id":"4234856525058862","authorId":"4234856525058862","name":"Niqqy888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234856525058862","idStr":"4234856525058862"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556763120829208","repostId":"556715247030816","repostType":1,"repost":{"id":556715247030816,"gmtCreate":1776949612179,"gmtModify":1776950086546,"author":{"id":"3527667678950622","authorId":"3527667678950622","name":"Trend_Radar","avatar":"https://community-static.tradeup.com/news/731342fb346b158cb8d15a31d1ec16d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667678950622","idStr":"3527667678950622"},"themes":[],"title":"GEV Soars +13.8%, Nears $1,142 All-Time High","htmlText":"<a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> $GE Vernova Inc.(GEV) Soared +13.75%: Q1 Blowout Ignites Breakout, $1,142 ATH in Sight 🚀 Latest Close Data 📊 Closed at $1,127.56 on 2026-04-23, surging +13.75%. The stock is now trading at its all-time high of $1,142.0, a mere 1.3% away. Core Market Drivers ⚡ Stellar Q1 Earnings: Reported EPS of $17.44, significantly beating estimates of $15.44, with revenue up 16.3% YoY. Raised Full-Year Guidance: Management boosted 2026 revenue and profit margin outlooks, citing strong demand from data centers and electrification trends. Geopolitical Resilience: The CEO stated that regional conflicts have had a \"minimal\" impact on operations, reassuring investors. Technical Analysis 📈 Volume: Explosive volume of 4.2 million shares (Volume R","listText":"<a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> $GE Vernova Inc.(GEV) Soared +13.75%: Q1 Blowout Ignites Breakout, $1,142 ATH in Sight 🚀 Latest Close Data 📊 Closed at $1,127.56 on 2026-04-23, surging +13.75%. The stock is now trading at its all-time high of $1,142.0, a mere 1.3% away. Core Market Drivers ⚡ Stellar Q1 Earnings: Reported EPS of $17.44, significantly beating estimates of $15.44, with revenue up 16.3% YoY. Raised Full-Year Guidance: Management boosted 2026 revenue and profit margin outlooks, citing strong demand from data centers and electrification trends. Geopolitical Resilience: The CEO stated that regional conflicts have had a \"minimal\" impact on operations, reassuring investors. Technical Analysis 📈 Volume: Explosive volume of 4.2 million shares (Volume R","text":"$GE Vernova Inc.(GEV)$ $GE Vernova Inc.(GEV) Soared +13.75%: Q1 Blowout Ignites Breakout, $1,142 ATH in Sight 🚀 Latest Close Data 📊 Closed at $1,127.56 on 2026-04-23, surging +13.75%. The stock is now trading at its all-time high of $1,142.0, a mere 1.3% away. Core Market Drivers ⚡ Stellar Q1 Earnings: Reported EPS of $17.44, significantly beating estimates of $15.44, with revenue up 16.3% YoY. Raised Full-Year Guidance: Management boosted 2026 revenue and profit margin outlooks, citing strong demand from data centers and electrification trends. Geopolitical Resilience: The CEO stated that regional conflicts have had a \"minimal\" impact on operations, reassuring investors. Technical Analysis 📈 Volume: Explosive volume of 4.2 million shares (Volume R","images":[{"img":"https://community-static.tradeup.com/news/67d9aa275079c8c28b36195e0c7dda89","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556715247030816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}