To The Moon

$Tesla Motors(TSLA)$  Aurora is up 20% on expansion news. Based on 2025–2026 reports, Aurora Innovation has pulled ahead of Tesla in deploying fully driverless, commercial semi-trucks on public highways. The key reason seems to be that Aurora utilizes a "sensor fusion" approach (cameras, radar, and Lidar) rather than Tesla's vision-only system.

$Tesla Motors(TSLA)$  Oil continues to rise, it's now at 110, and people can't afford gasoline. TSLA should be green soon. Canada is a safe place to live.

$Microsoft(MSFT)$ Forward PE is 22... This stock should be trading at a 28-30 PE. Is everyone forgetting that Microsoft and Amazon have the most AI data centers, on top of everything else they do?

$Tesla Motors(TSLA)$ Baird has a lot of expectations for Tesla: the firm remains bullish long-term, and the price target reduction is a slight re-rating reflecting near-term caution. Over the long term, Baird expects Tesla's current pipeline—autonomy, robotaxi, Optimus, and energy—to restore growth over time. Baird highlighted that Elon Musk appears increasingly focused on Tesla's project pipeline and the upcoming SpaceX IPO, and the firm sees the stock as tied to that event and related merger speculation in the short run.

$Apple(AAPL)$ Francisco Jeronimo, vice president of client devices at IDC, noted that Apple will very likely become number one in China. He pointed out that in the first quarter, the gap between Huawei and Apple's market share was less than 1%, a vulnerability made worse by recent launch delays for Huawei's latest Mate 80 series. He estimates Apple could take the top spot as early as the end of the year.

$Apple(AAPL)$  This is ridiculous. The news has been terrific, the products and service are great. Look at the active user base—they're not going anywhere.

$Tesla Motors(TSLA)$ From what I see, people are moving away from gas cars to electric, so tsla shares look cheap compared to next year.

$Tesla Motors(TSLA)$ So Wall Street is worried about Tesla overspending on capex, missing the forest for the trees. Investing now is what winners do, not losers.

$Tesla Motors(TSLA)$ What a bunch of Karens. Go TSLA!

$Apple(AAPL)$ Getting ready for earnings and guidance. Expecting both to be strong. Looking forward to it.