I opened 0.00321 share(s) $Tesla Motors(TSLA)$ ,I’ve added to my Tesla position following Benchmark’s bold upgrade, where analyst Mickey Legg raised the price target to $475—implying a 45% upside and valuing the company at $1.5 trillion. Despite near-term delivery softness, Legg sees Tesla morphing beyond EVs into a robotics and automation powerhouse. The recent robotaxi reveal in Austin has re-energized bullish sentiment, and I believe Tesla’s scalable, camera-based self-driving tech gives it a critical edge over Waymo. At current levels, weakness feels priced in—future gains could be driven by tech, not just cars.
I opened 0.00529 share(s) $Dover(DOV)$ ,I’ve made an additional investment in Dover Corporation (DOV) following its acquisition of ipp Pump Products GmbH. This strategic move expands Dover’s capabilities in hygienic pump technologies—critical for high-standard industries like food, pharma, and cosmetics. ipp’s expertise in lobe and progressive pumps adds differentiated, mission-critical tech to Dover’s PSG unit. With growing demand for sanitary and efficient processing solutions, this acquisition strengthens Dover’s market positioning and long-term growth potential in essential sectors. I see this as a smart expansion into high-margin, resilient markets.
I opened 0.00831 share(s) $Walt Disney(DIS)$ ,I added to my Disney (DIS) position following Jefferies' upgrade to Buy with a raised price target of $144. The analyst sees minimal downside from park competition or macro headwinds in 2025, and points to upside in FY26 from cruise growth. I’m also bullish on Disney’s strong upcoming content pipeline—Avatar 3, Zootopia 2, and the ESPN DTC launch—all of which could drive engagement and revenue. With DTC margins expected to expand further, I believe Disney is poised for a strong multi-year rebound.
I opened 0.01321 share(s) $DuPont de Nemours Inc(DD)$ ,I’ve increased my position in DuPont (DD) stock, driven by growing analyst confidence and near-term catalysts. Citi’s 90-day catalyst watch signals potential upside, especially with Q2 earnings expected to showcase strength in Semis, electronics, Healthcare, and Water. With EPS likely to exceed last year’s and clarity around the upcoming electronics spinoff, the market could reprice DuPont’s future growth. Interest in its Kevlar business from private equity adds another boost. With 81% Buy ratings and an $87 price target average, I see compelling upside potential ahead.
I opened 0.03954 share(s) $Coterra Energy Inc.(CTRA)$ ,I increased my position in Coterra Energy (CTRA) following CEO Tom Jorden’s confident stance on oil price stability. The company reversed plans to cut its rig count in the Permian Basin, maintaining nine rigs instead of reducing to seven in 2H25. This shift signals stronger conviction in the resilience of oil markets, despite earlier concerns over demand and inventory levels. CTRA's ability to adapt and hold production steady positions it well for upside as market sentiment on energy strengthens. I'm bullish on the company’s strategic clarity and capital discipline.
I opened 0.23438 share(s) $Apple(AAPL)$ ,I added to my Apple position, driven by its unmatched fundamentals and shareholder commitment. Despite not being the market’s current darling, Apple remains a cash-printing machine with $95.4B in Q2 revenue and a record $1.65 EPS. Its $24B in operating cash flow fuels relentless R&D and massive shareholder returns. Since 2012, Apple has returned nearly $1 trillion to shareholders—and just approved another $100B in buybacks. It’s not just a tech stock; it’s a fortress of financial discipline and long-term value.
I opened 0.09809 share(s) $Microsoft(MSFT)$ ,I’ve added to my Microsoft position, driven by its incredible financial strength and long-term growth potential. With $69.4 billion in free cash flow over the past year, Microsoft has the resources to keep innovating, especially in AI — a sector that could fuel its performance for decades. While its 0.7% yield might seem modest, the company’s consistent dividend hikes (up 168% in 10 years) and dominant market position make it a compelling pick for both income seekers and growth investors alike.
I opened 0.27242 share(s) $Alphabet(GOOG)$ ,I’ve added to my position in GOOG, driven by Alphabet’s dual-pronged AI dominance. On the consumer side, Gemini now boasts 350M+ users and integrates deeply with Search. On the enterprise front, Google Cloud—up 28% YoY—continues to thrive, powered by its homegrown TPUs. With billions in revenue and unmatched global reach, Alphabet is poised to monetize AI at scale across both personal and corporate ecosystems. The company’s expanded AI ambitions reignite long-term growth beyond Search, aligning with its mission to organize the world’s information—profitably.
Overall Market Overview: Optimism Prevails Amid Tariff Worries Global markets ended mostly higher on July 10, 2025, as investor confidence held steady despite escalating global trade tensions. The US markets saw modest gains, led by strength in the Dow and S&P 500, while European indices showed resilience. Asian markets were mixed as traders processed rate decisions and new tariffs. US Markets: Resilient Rally Continues The Dow Jones $DJIA(.DJI)$ rose 192.34 points to 44,650.64 (+0.4%), while the S&P 500 $S&P 500(.SPX)$ added 17.20 points to close at 6,280.46 (+0.2%). The Nasdaq Composite
I opened 0.00326 share(s) $Tesla Motors(TSLA)$ ,I added to my Tesla position following Benchmark's bullish call, which raised its price target to $475—implying a 45% upside and a $1.5 trillion valuation. Analyst Mickey Legg sees Tesla not just as an EV maker but as a robotics and automation powerhouse with unmatched manufacturing scale. Despite short-term delivery weakness, the long-term story hinges on robotaxis and AI, where Tesla’s camera-based approach is seen as more scalable than rivals like Waymo. The recent dip offered a compelling entry before sentiment pivots back to growth.