To The Moon

Next Wednesday as many football fan will say it’s a title decider..We have $AMZN , $META , $MSFT , $GOOG and dark horse $SOFI earning reports on. And $APPL on Thursday. Are we not entertain ? Multi trillions on the move. $TSLA $SPY

Next Wednesday as many football fan will say it’s a title decider..We have $AMZN , $META , $MSFT , $GOOG and dark horse $SOFI earning reports on. And $APPL on Thursday. Are we not entertain ? Multi trillions on the move. $TSLA $SPY

🚨BREAKING: TESLA ROBOTAXI FLEET SURPASSES 639 VEHICLES 🇺🇸 $TSLA The unsupervised Robotaxi fleet has increased to a total of 19 vehicles. ✅ Breakdown by Location • Bay Area: 537 vehicles • Austin: 98 vehicles • Dallas: 2 vehicles • Houston: 2 vehicles • Unsupervised: 19 vehicles

🚨BREAKING: TESLA ROBOTAXI FLEET SURPASSES 639 VEHICLES 🇺🇸 $TSLA The unsupervised Robotaxi fleet has increased to a total of 19 vehicles. ✅ Breakdown by Location • Bay Area: 537 vehicles • Austin: 98 vehicles • Dallas: 2 vehicles • Houston: 2 vehicles • Unsupervised: 19 vehicles

1) Automotive gross margin is 20%. Robotaxi gross margin will be 70-80%. When Robotaxi hits automotive revenue, Tesla will have quadrupled its profit. 2) At $1/mile, there would be demand for tens of millions of Robotaxis 3) that means the stock would be in a situation of 4x higher profit with 10-100x growth in front of it - with no hurdles and no competition, only limited by manufacturing capacity 4) which means the stock would be at something like 10x of where it is today

1) Automotive gross margin is 20%. Robotaxi gross margin will be 70-80%. When Robotaxi hits automotive revenue, Tesla will have quadrupled its profit. 2) At $1/mile, there would be demand for tens of millions of Robotaxis 3) that means the stock would be in a situation of 4x higher profit with 10-100x growth in front of it - with no hurdles and no competition, only limited by manufacturing capacity 4) which means the stock would be at something like 10x of where it is today

S&P 500 and NDX both hit new all time highs today. Despite the records, neither index looks expensive relative to 10yrTYs, with S&P500 at a 2026 P/E of 21.9x (4.6% earnings yield) and NDX at a 2026 P/E of 25.3x (4.0% earnings yield) with both spreads vs 10yr TYs (4.3%) in line within historical ranges.

S&P 500 and NDX both hit new all time highs today. Despite the records, neither index looks expensive relative to 10yrTYs, with S&P500 at a 2026 P/E of 21.9x (4.6% earnings yield) and NDX at a 2026 P/E of 25.3x (4.0% earnings yield) with both spreads vs 10yr TYs (4.3%) in line within historical ranges.

GOOD NEWS 🚨 Piper Sandler (led by analyst Alexander Potter) reiterated its Overweight rating and $500 price target on $TSLA 🔥 The firm's latest thesis shifts focus away from traditional automotive metrics and heavily anchors on Tesla's progress in artificial intelligence and infrastructure. Here are the primary drivers behind their decision: 🤖 The firm highlighted a strong quarter-over-quarter increase in FSD software subscriptions as the most encouraging development of Q1, proving that Tesla's aggressive AI investments are now producing tangible financial results and monetization. 🚗 Rebounding consumer demand for Tesla's vehicles throughout the quarter provided a strong, positive foundation for the core automotive business. 🏗️ Tesla's massive infrastructure spending is viewed as a strateg

GOOD NEWS 🚨 Piper Sandler (led by analyst Alexander Potter) reiterated its Overweight rating and $500 price target on $TSLA 🔥 The firm's latest thesis shifts focus away from traditional automotive metrics and heavily anchors on Tesla's progress in artificial intelligence and infrastructure. Here are the primary drivers behind their decision: 🤖 The firm highlighted a strong quarter-over-quarter increase in FSD software subscriptions as the most encouraging development of Q1, proving that Tesla's aggressive AI investments are now producing tangible financial results and monetization. 🚗 Rebounding consumer demand for Tesla's vehicles throughout the quarter provided a strong, positive foundation for the core automotive business. 🏗️ Tesla's massive infrastructure spending is viewed as a strateg