$Tesla Motors(TSLA)$ Aurora just landed its largest Semi commitment yet, with Einride planning to deploy 500 trucks across major U.S. freight corridors.
The global humanoid race is heating up. Japan, China, Korea, and the U.S. are all accelerating investment into robotics. Mitsubishi is reportedly converting an idle engine plant to produce around 1,000 humanoid robots per month. Unitree is preparing for its IPO, with strong 2025 shipment growth and major government support. Hyundai continues expanding Boston Dynamics. And $Tesla Motors(TSLA)$ is pushing forward with Optimus. The interesting part: humanoid robots are moving from research projects toward real manufacturing. The winners may not only be the robot makers. The entire supply chain could benefit: AI chips, sensors, vision systems, actuators, manufacturing automation. $Churchill Capital Corp XI(
$Tesla Motors(TSLA)$ Looking at the chart, the low on June 26th was 368.60, which became a monthly support level that held until 342.86. I'm not saying past performance predicts the future, but yesterday's low of 369.42 is worth noting. As a trader without a strong directional bias, I'd acknowledge that a bearish thesis carries high risk right now from fundamental, technical, and sentiment perspectives. If earnings beat expectations, the technical setup is there and sentiment could push the momentum.
$Canadian Solar(CSIQ)$ $First Solar(FSLR)$ $Enphase Energy(ENPH)$ $Tesla Motors(TSLA)$ Global projections for solar plus storage keep getting dramatically outpaced by actual deployment. There's no sign this trend will slow down in the near term. For example, projections from April 2023 are already being revised significantly by May 2026. You could look at any similar 2-3 year period over the last decade and see the same pattern. The underlying driver is simple: cheap energy wins.
$Tesla Motors(TSLA)$ Seeing some pretty concentrated short-dated options flow again today. Not overanalyzing it, just something that stood out on the tape. Over $27M+ worth of single-leg calls were bought today. What makes it more interesting is the timing: The stock is already up another +1.86% after what was its strongest trading day of 2026 yesterday. What I'm seeing here: Big premium flowing into short-dated calls. Momentum already trending higher into the session. Follow-through buying after a strong prior day. When you see flow like this in a name that's already moving, it usually means traders are leaning into momentum rather than fading it. That said, it still needs price to confirm continuation.