To The Moon

$Tesla Motors(TSLA)$ The weekly chart is tightening up significantly. The last bearish crossover of the 9- and 20-week SMAs occurred in late March 2025, when the stock had already fallen nearly 50% and was in the process of bottoming. This time, however, the crossover has developed while the stock has held up relatively well in comparison.

1. Arbitraging the Interconnection Queue In 2026, the binding constraint for AI expansion is no longer GPUs—it’s grid interconnection queues. Hyperscalers are effectively renting electricity through capital timing. Securing baseload rights ahead of peers creates an arbitrage on interconnection bottlenecks. North Virginia and Texas grid interconnection queues, showing 3–5 year delays 2. 25GW Non-Discretionary Redistribution of Margin Assume the AI sector adds 25GW of load: Annual consumption ≈ 219 million MWh PPA premium ≈ $60/MWh Non-discretionary redistribution of margin ≈ $13B/year This is a forced transfer of profits from hyperscalers to operators with existing nuclear assets. [Insert Image 2: Bar chart showing PPA-induced profit redistribution across cloud giants] 3. Scarce Assets: N

In the face of the Iran crisis, did your portfolio have enough Gold or Oil as a "parachute"?: unfortunately no. And that is sad indeed as I was planning to enter but waiting for a decent correction first. 2. Did you protect your profits in February? Will gold break $5,500 in March? Will crash history repeat itself in March: did book and protect some profit in Feb but not all of it. And gold could perhaps well touch $5500 provided the present situation lasts longer & doesn't end in a few weeks.