To The Moon

GOOD NEWS 🤖 According to supply-chain vendors and today’s report by Jiemian News, Tesla has issued an initial batch order for roughly 5,000 Optimus robots 🔥 Following earlier pilot runs of just a few hundred units, this marks the program's first production order in the thousands. The new order establishes a firm baseline delivery target of around 15,000 units this year. More importantly, it signals a critical pivot: the supply chain is moving past merely proving the robot can be built and into the phase of testing real volume manufacturing. The immediate hurdle is a crucial round of domestic supplier audits scheduled for September—Tesla's standard gateway for bumping vendors from provisional status to certified mass-production partners. That timing fits right into Tesla’s procurement guida

GOOD NEWS 🤖 According to supply-chain vendors and today’s report by Jiemian News, Tesla has issued an initial batch order for roughly 5,000 Optimus robots 🔥 Following earlier pilot runs of just a few hundred units, this marks the program's first production order in the thousands. The new order establishes a firm baseline delivery target of around 15,000 units this year. More importantly, it signals a critical pivot: the supply chain is moving past merely proving the robot can be built and into the phase of testing real volume manufacturing. The immediate hurdle is a crucial round of domestic supplier audits scheduled for September—Tesla's standard gateway for bumping vendors from provisional status to certified mass-production partners. That timing fits right into Tesla’s procurement guida

Top Performing Stocks in the Nasdaq-100, past 30 days 🟢 Strategy $MSTR +40% 🟢 Sandisk $SNDK +32% 🟢 SpaceX $SPCX +29% 🟢 Alnylam $ALNY +22% 🟢 Copart $CPRT +18% 🟢 Gilead $GILD +14% 🟢 Nebius $NBIS +14% 🟢 Constellation Energy $CEG +13% 🟢 Micron $MU +12% 🟢 Workday $WDAY +12%

Top Performing Stocks in the Nasdaq-100, past 30 days 🟢 Strategy $MSTR +40% 🟢 Sandisk $SNDK +32% 🟢 SpaceX $SPCX +29% 🟢 Alnylam $ALNY +22% 🟢 Copart $CPRT +18% 🟢 Gilead $GILD +14% 🟢 Nebius $NBIS +14% 🟢 Constellation Energy $CEG +13% 🟢 Micron $MU +12% 🟢 Workday $WDAY +12%

JUST IN: THE S&P 500 IS CHANGING These stocks are being added to the index: - Bloomb Energy $BE - Everpure $P - Illumina $ILMN These stocks are being removed from the index: - Molson Coors $TAP - Trade Desk $TTD - Builders $BLDR

JUST IN: THE S&P 500 IS CHANGING These stocks are being added to the index: - Bloomb Energy $BE - Everpure $P - Illumina $ILMN These stocks are being removed from the index: - Molson Coors $TAP - Trade Desk $TTD - Builders $BLDR

🚨 $SPX The day after Labor Day.. 2025: Red -.69% 2024: Red -2.12% 2023: Red -.42% 2022: Red -.41% 2021: Red -.34% 2020: Red -2.78% 2019: Red -.69% 2018: Red -.17% 2017: Red -.76% A lot of these are pretty deep reds too. Average return since 2017 = -.93% See what Tuesday brings...

🚨 $SPX The day after Labor Day.. 2025: Red -.69% 2024: Red -2.12% 2023: Red -.42% 2022: Red -.41% 2021: Red -.34% 2020: Red -2.78% 2019: Red -.69% 2018: Red -.17% 2017: Red -.76% A lot of these are pretty deep reds too. Average return since 2017 = -.93% See what Tuesday brings...

US AUG. NONFARM PAYROLLS RISE 162,000 M/M; EST. +55K US AUG. UNEMPLOYMENT RATE 4.1%; EST. 4.1% US AUG. TWO-MONTH PAYROLL NET REVISION ADDS 55,000

US JOBS REPORT: MARKET BRACES FOR SOFT HIRING All eyes on the August U.S. jobs report: 🔸Kalshi: +46K 🔸Consensus: +55K Prior: -23K 🔸Unemployment: 4.1% 🔸Bank forecasts range widely: 🔸Wells Fargo: +80K 🔸Deutsche: +65K 🔸Morgan Stanley: +65K 🔸JPMorgan: +50K 🔸BofA: +40K 🔸Goldman: +40K The key signal may be unemployment rather than NFP.