$Tesla Motors(TSLA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ ๐จ๐ฐ๐๏ธ Iโm seeing meaningful institutional signals lining up around $TSLA right now, and the capital flows are getting hard to ignore.
๐จ ARK Investโs $ARKX just added 35,766 shares of Tesla, roughly $14.5M at the $406.01 close. Cathie Wood stepping in here signals conviction into weakness rather than chasing strength.
๐ฐ๐๏ธ๐จ Zurcher Kantonalbank also lifted its Tesla exposure by 6.28%, adding 130,827 shares and bringing total holdings to 2,214,141 shares, worth nearly $996M in the latest 13F. Thatโs steady institutional accumulation, not speculative trading.
๐จ Then the real long game catalyst, Tesla is reportedly lifting 2026 capex above $20B, more than double 2025โs ~$8.5B, targeting:
โข AI compute and Dojo expansion
โข Robotaxi and Cybercab production capacity
โข Optimus robotics scaling
โข Full autonomy infrastructure buildout
Iโm reading this as Tesla shifting from EV manufacturer to full stack AI, autonomy and robotics platform, and the capital spend confirms management is building for scale, not just next quarter deliveries.
After todayโs flush, ๐ญ zoom out - $TSLA is still in an uptrend with higher highs and higher lows.
Big test here.
๐คโ๏ธ๐ช๐ ๐ ๐ ๐ ๐ จ โโกโโโโโ ๐ ๐ ๐ ๐ ๐ ! ๐ ๐ ๐ ๐ ๐ ก๐ ข ๐ ๐ ๐๐๐
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ๅพๆฃ็ๆ็ซ ๏ผไฝ ้กๆๅไบซๅ๏ผ
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