To The Moon

1) TSLA price disconnecting from fundamentals has occurred in the past and can persist for a while. 2) 2Q24 results may be above expectations, causing positive revisions to 25/26F helping to sustain momentum. 3) Investor tepidness to be negative into “robo-taxi” day, and/or there is a true upside surprise at the event. In our view, we believe TSLA is making good technological progress, but the challenge is hard and may face operational challenges . More meaningful than robo-taxi is showing the n

Shopify's recent earnings report showed a net loss due to the sale of its logistics business, causing a decline in share price.The company's guidance for the current quarter fell short of expectations

It was the week the meme-stock frenzy from 2021 returned with a vengeance - and it may all be over already.All it took was a tweet from the long-dormant X account associated with investor Keith Gill,

Cloud monitoring company Datadog (NASDAQ:DDOG) reported strong third-quarter results and a healthy outlook for the coming quarter on Tuesday, prompting an upgrade from investment firm JP Morgan. Analy