$Tesla Motors(TSLA)$ Not telling anyone what to do, but I'm keeping an eye on TSLA for a possible push toward $360+. The setup would be invalidated under $350.
$NIO Inc.(NIO)$ NIO chips: this is the first publicly reported government deal for Shenji's silicon. The deal takes Shenji well beyond the automotive sector, and it lines up with the company's stated goal of supplying generalized AI chips across three areas: autonomous driving, embodied intelligence, and AI agent inference.
$NIO Inc.(NIO)$ ONVO does not have a product problem; it has a brand problem. Li said lead-to-order conversion is good. They do not want to turn ONVO into a cheap brand. Li explicitly said they will not aggressively enter the entry-level segment. They want to remain a premium, family-oriented, high-quality brand. In 2027, ONVO will launch a major strategic new product to significantly expand its lineup. No model, price or exact date was disclosed yet. The sales strategy is also changing: they will put more ONVO vehicles in Sky Stores, sharing space with Firefly. This lets ONVO reach lower-tier cities without building a dedicated network. L90 and L80 are already changing the equation. In Q2, ONVO delivered 29,124
$NIO Inc.(NIO)$ I really hope Chinese institutions also build up and become as strong as US institutions, so they can fight back, provide strong China companies with price targets, and reduce price targets for US companies the way US institutions are doing. How can you find unreliable US analysts? It's easy. All US analysts who have given RIVN a hold or even an increase in share price while reducing their share price target for NIO are unreliable. Every single US institution or analyst who did this is unreliable. Why? Because NIO's numbers are 8x better than RIVN, and NIO is increasing sales much faster, so by end of year we will have 10x better numbers than RIVN. Therefore NIO's fair price value today would be $76, not $4. Just never forget t
$NIO Inc.(NIO)$ The JP Morgan analyst was way off, warning about Chinese car competition and falling sales. That take just doesn't hold up. What he described has already been happening for the past 12 months. And what has NIO been doing? Growing sales by leaps and bounds. Nothing new there. NIO has been taking market share that others are losing. That's good news. NIO looks like a screaming buy.
$Tesla Motors(TSLA)$ One scenario I'm keeping an eye on with $Solowin Holdings(AXG)$ is whether AXUSD expands beyond Bahrain. The next step could be U.S. regulatory access plus distribution through a major exchange. There's some chatter around Coinbase, but nothing confirmed yet. That said, $Solowin Holdings(AXG)$ already has $28.05M in revenue, +895% growth, and $1.04B in stablecoin plus fiat volume. One official U.S. announcement could completely change the narrative.
$Tesla Motors(TSLA)$ The daily chart gap has officially been filled. The next step is to close above it. Any pullback to the 8-day or 21-day EMA looks like a strong buy.
$Tesla Motors(TSLA)$ There's clearly real demand for a Tesla motorhome, even though nothing is in production yet. The number of fake videos and scammers trying to cash in on the rumors shows how strong the appetite is for something to replace the low-quality options currently available in the motorhome market. Could this market be dominated soon by a contender with that kind of built-in demand? Time will tell.