To The Moon

$Tesla Motors(TSLA)$ A new freight alliance has placed a record order for 2,500 battery-electric Class 8 trucks in the U.S., with Tesla named as the primary manufacturer and Kenworth, RIDE and Volvo listed as secondary options for carriers. The order was placed through ZET SCALE, a shipper-carrier alliance led by Catalyst Mobility and Smart Freight Centre, with founding shippers including Microsoft and PepsiCo. The deal is structured through ZET Financial and its ZET Lease program, which will buy the trucks and lease them to carriers. Organizers say the order could nearly double the number of electric Class 8 trucks now on U.S. roads, and the first units are expected to operate across 10 freight hubs including California, Texas, Chicago, Atla

Silicon Data residual value figures show $NVIDIA(NVDA)$  GPUs are holding their value well above what typical straight-line depreciation schedules would suggest. The NVIDIA B200 (orange) is sitting at roughly 158% of assumed purchase price about a year after mass availability. Recent Silicon Data numbers put the residual around $71K against the chart's $45K assumed purchase price, and independent coverage cites the 158% figure directly. Demand and scarcity have pushed residual values above original cost. The NVIDIA H100 (blue) is around 58% residual at the 4-year mark. Silicon Data's recent estimate is about $20.3K against the chart's $35K assumed purchase price, consistent with the plotted level after earlier fluctuations. The NVIDIA A100 (g

$Tesla Motors(TSLA)$ But when Dr. Optimus lands on Mars, Tesla will be worth 8 trillion.

$NVIDIA(NVDA)$ Honestly, I should have gone into stock analysis. Or weather forecasting. You just wear a suit, pull in six figures, and get things wrong constantly.

$Tesla Motors(TSLA)$  Longs just watching shorts get smashed.

$NVIDIA(NVDA)$ I worry about a lot of things. NVDA has never been one of them. And the reason is pretty clear.

$NVIDIA(NVDA)$  Still trending higher on both the weekly and monthly charts, and some are bearish? At this point it looks more like a set it and forget it setup.

$NVIDIA(NVDA)$ Come on bulls, let's push past $220 and leave that level behind. This stock looks like it wants to head toward $300.

$Tesla Motors(TSLA)$  The one-minute candles keep getting taller. Which way will it break? I'm leaning toward the upside.

$Broadcom(AVGO)$ Great company, staying long. $iShares Semiconductor ETF(SOXX)$  $NVIDIA(NVDA)$  $SUPER MICRO COMPUTER INC(SMCI)$  $Taiwan Semiconductor Manufacturing(TSM)$