Why focus on the delivery noise? $Tesla Motors(TSLA)$ is sitting at $379.71, and the long-term money is clearly betting on the humanoid robotics rollout. The structural setup looks solid.
$Tesla Motors(TSLA)$ Tesla doesn't need to spend a ton on CAPEX like other tech companies are doing now, since they've already made those investments. They'll be a true leader in everything from AI chips to AI itself and a range of products that utilize it. I think Tesla is the best AI investment out there.
$Micron Technology(MU)$ Micron is now in a very different league, with its market cap sitting above both $Tesla Motors(TSLA)$ and META. From a trading desk perspective, that's not just a headline. It's a ranking shift that says a lot about how the market is re-rating semiconductors right now. Benefiting from a strong memory and AI demand cycle Repricing is happening faster than most expected Semis are increasingly treated as core AI infrastructure, not just cyclicals When a name like MU starts competing in the same valuation space as mega-cap platforms, it tells you the narrative has already changed.
$Tesla Motors(TSLA)$ Is this dip due to the autopilot fatality? That was autopilot, not FSD, and the driver was also found to be pressing the gas pedal. Crazy, back above 400 soon.
$Tesla Motors(TSLA)$ There's news about a merger, which could send the stock flying. Puts are likely to get burned. It's holding strong at $397, and I think it has a chance to hit $413 by Monday or Tuesday.
$NIO Inc.(NIO)$ Things are heating up. The thesis is getting harder to ignore: ✅ Driver-assist upgrade rolling out to 700K+ vehicles — reads tidal lanes & overhead signs in real time, no HD maps needed, AI inference ~20% faster. ✅ ES9 flagship is on fire — 25K+ non-cancellable orders, sold out 8-17 weeks deep. ✅ Deutsche Bank sees Q2 non-GAAP profit +304% QoQ, bumps 2026 target to HK$86. ✅ 2nd straight quarter of non-GAAP profitability, gross margin expanding to ~19%. ✅ 450K delivery forecast for 2026 (+38% YoY). The Pentagon "military list" noise? NIO called it unjustified — it's not a sanctions list and doesn't touch the business or the stock. Fundamentals are doubling. The share price is still napping. Not financial advice.