To The Moon

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Developments already more than priced in....

$Tesla Motors(TSLA)$   $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  🤖🧠 Tesla Optimus: Embodied Intelligence and the Emergence of a General-Purpose Labour Platform 🤖📈 I view Tesla’s Optimus as a structural inflection point, not only for Tesla, but for labour economics, automation, and long-term productivity across the global economy. This is not an incremental robotics initiative or a speculative moonshot. It represents the moment artificial intelligence transitions from digital environments into persistent, physical execution at scale. The iPhone plac

As a casual investor for Tesla, it always feels good to get a pep talk from our charismatic spokesman. Personally I don't think neither the robotaxi nor the humanoid robot is really going to start hit the streets big time this year or next year. 

$Tesla Motors(TSLA)$ $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  I’m anchored to weekly structure. As long as $TSLA keeps printing higher highs and higher lows, dips remain corrective, not trend breaking into earnings. Momentum, liquidity pockets, gamma exposure, Vanna flow, positioning, and volatility regime all continue to support trend continuation over distribution. 🚨 Tesla is quietly preparing for mass Optimus V3 production 🤖 $685M in robot parts ordered 🤖 ~180,000 humanoid robots implied 🤖 Production targeted for 2026 🤖 Expands Tesla into AI, robotics, autonomy, and labour automation If structure holds, this i

Yes Robotics is the next AI Tesla rice target $600

1. Analysis of Tesla's Autonomy Upside and Market Pricing The market's valuation of Tesla is increasingly bifurcated between its current automotive business and its future potential in autonomy and robotics. The recent stock reaction to CEO Elon Musk's comments suggests the market is highly responsive to updates on these future technologies. Arguments that the market may be underpricing the upside: Valuation Shift in Focus: Analysts note that investor focus for Tesla's upcoming earnings has shifted from traditional financial metrics to progress on "unsupervised FSD, Robotaxi, and the Optimus robot". This indicates the market is attempting to price in a future that is still under development. Strategic Bet on AI: Tesla is explicitly framing itself as an "AI & Robotics" company, developi

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  $Intel(INTC)$  ⚡ $TSLA follow through confirmed from yesterday’s setup. This is structural reclaim with real momentum, not random upside. Price smashed through short and medium term moving averages in a single candle, the first close above both since my stop was triggered on Dec 26. That is a decisive trend shift, structure realignment, and a clean flow flip. 📊 Structure 📈 Momentum 💧 Liquidity 🔄 Rotation ⚡ Volatility Price is rotating back into trend with expanding participation. Today checked off multiple technical levels, signalling real intent, not a reflex bounce. 📉 BX Trender Daily turning constructive

$Tesla Motors(TSLA)$ $Lemonade, Inc.(LMND)$  $Alphabet(GOOGL)$  22Jan26 ET 🇺🇸 | 23Jan26 NZT 🇳🇿 🧠 Structural Reality Check I’m anchoring on what the chart confirms, not the noise. $TSLA structure remains intact on higher timeframes despite volatility. This still reads as consolidation within trend rather than structural failure. • Weekly structure remains constructive • 21 week EMA continues to act as the dominant trend anchor • $422–$435 remains a critical structural pivot and decision zone • 4H compression suggests volatility expansion ahead • All time highs remain the upside magnet if momentum and flow rebuild 🧩 Technical Context That Matte

$Tesla Motors(TSLA)$ 🌟 Buckle up, folks! Lemonade just dropped a bombshell that's got Tesla shares buzzing with a solid 2% climb. They're offering a whopping 50% cut on per-mile insurance rates for Tesla drivers who flip on Full Self-Driving (FSD) mode. Why? Their crunching of real-world data screams that FSD slashes accident risks big time, making it a no-brainer safer bet than your average human behind the wheel. 😎 This isn't just a perk—it's rock-solid proof backing Elon Musk's vibe that Tesla's tech outdrives us mere mortals, even as regulators scratch their heads. 🔥 Does this validate FSD's safety creds? Absolutely! Lemonade's move dives deep into Tesla's telemetry treasure trove, tracking every twist and turn to spot the magic: FSD-engaged m

This news has multiple impact on TSLA n other car brands with self driving capabilities. 1) Public perception will improve, leading to greater acceptance and hasten approval time for local and overseas government. 2) Decreased insurance cost for autonomous taxis. 3) More car owners subscribing to FSD. 4) Even more data to make streets safer from poor drivers and less traffic jams.

1. Insurance Pricing as a Validation Signal The insurance industry's core business model is based on actuarial data and risk assessment. Therefore, Lemonade's decision to offer a substantial 50% discount for FSD-enabled vehicles is a tangible, market-based endorsement of the technology's potential to reduce accident rates. This action lends third-party, financial credibility to CEO Elon Musk's long-standing claims about FSD's superior safety compared to human drivers.  However, this validation must be contextualized: Single Data Point vs. Broad Adoption: This is an initiative by one insurer. Broad validation would require adoption by major insurance carriers and sustained data over time.  Ongoing Regulatory Scrutiny: The news data indicates that regulatory bodies like the NHTSA c

growing real - world FSD usage strengthens Tesla’s data advantage. In China, progress toward localization positions FSD as a high-margin, premium software feature. This contrasts with Tesla being valued mainly as an automaker today. The key question isn’t near-term deliveries - it’s whether FSD can evolve into a scalable, recurring revenue platform. If it does, current weakness may prove temporary.

Tesla Quick Take: 2026 Could See Unsupervised Robotaxi and FSD Launch Robotaxi and FSD largely support $Tesla Motors(TSLA)$  's current high valuation. Here's an update on Tesla's latest operational status. Robotaxi Current Operations: 1. Tesla Robotaxi has a pricing advantage over Waymo: Tesla Robotaxi initially charged a fixed fare of $4.20 per trip, later adjusted to $6.90 for an expanded service area. The latest pricing model has gradually shifted to dynamic pricing, about $1.5 per mile. In comparison, Waymo's pricing in San Francisco and Phoenix is about $2.5 per mile, reaching over $3 per mile during peak hours. 2. Tesla Robotaxi operations are currently limited to Austin, Texas, and the San Francisco Bay

Good

🩷Good

Markets are quietly telling two stories at once: the labor data is cooling just enough to keep the Fed cautious, while capital is still sprinting toward AI infrastructure where demand is structural, not cyclical. Near term, geopolitics and rates drive volatility; long term, compute, storage, and energy efficiency decide the winners. January strength looks less like speculation and more like positioning for where growth is actually being built.

Macro Theme of the WeekLabor Market Data Warm-Up & Fed Policy ExpectationsThis week’s macro focus centers on early signals from labor market data and shifting expectations for Federal Reserve policy, alongside heightened geopolitical uncertainty driving volatility in technology stocks. ADP showed December job gains of 41,000, below expectations of 47,000, while JOLTS openings fell to 7.146 million, suggesting emerging tightness in labor market conditions. Friday’s Nonfarm Payrolls report will be the key data point for confirmation.Geopolitical Events Drive Market SentimentGeopolitical developments dominated sentiment this week. Reports of Venezuelan leader Maduro being arrested triggered volatility in oil prices, while restrictions on silver exports pushed silver prices up 18%, pressur

$Tesla Motors(TSLA)$  $NVIDIA(NVDA)$  $Alphabet(GOOGL)$   08Jan26 🇺🇸|09Jan26 🇳🇿 New high of the day printed early, steady buying from the open with price holding above intraday VWAP as consolidation tightens. +$12 off the low today. No new “good news.” No sentiment shift. Buyers showed up anyway. Price first. Narratives later! I’m tracking $TSLA through a very deliberate consolidation phase where price, flow, and narrative are lining up again after two weeks of sequential decline. This is not disorderly selling. This is digestion. 📊 My Daily Structure

$NVIDIA(NVDA)$ 's Drive Thor platform is emerging as a formidable competitor to $Tesla Motors(TSLA)$'s Full Self-Driving (FSD) system, though the two differ fundamentally in their target market and technological approach. Tesla offers a direct-to-consumer FSD product, while Nvidia provides an autonomous driving platform for other automakers to integrate into their own vehicles. In this article, we would like to look at a comprehensive, business-oriented assessment of whether Nvidia’s Drive Thor platform could meaningfully challenge or even derail Tesla’s Robotaxi vision — with a focus on how the two approaches differ fundamentally in market strategy, technological architecture, and competitive advantages.

$Tesla Motors(TSLA)$   $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  🤖🧠 Tesla Optimus: Embodied Intelligence and the Emergence of a General-Purpose Labour Platform 🤖📈 I view Tesla’s Optimus as a structural inflection point, not only for Tesla, but for labour economics, automation, and long-term productivity across the global economy. This is not an incremental robotics initiative or a speculative moonshot. It represents the moment artificial intelligence transitions from digital environments into persistent, physical execution at scale. The iPhone plac

$Tesla Motors(TSLA)$ $Lemonade, Inc.(LMND)$  $Alphabet(GOOGL)$  22Jan26 ET 🇺🇸 | 23Jan26 NZT 🇳🇿 🧠 Structural Reality Check I’m anchoring on what the chart confirms, not the noise. $TSLA structure remains intact on higher timeframes despite volatility. This still reads as consolidation within trend rather than structural failure. • Weekly structure remains constructive • 21 week EMA continues to act as the dominant trend anchor • $422–$435 remains a critical structural pivot and decision zone • 4H compression suggests volatility expansion ahead • All time highs remain the upside magnet if momentum and flow rebuild 🧩 Technical Context That Matte

1. Analysis of Tesla's Autonomy Upside and Market Pricing The market's valuation of Tesla is increasingly bifurcated between its current automotive business and its future potential in autonomy and robotics. The recent stock reaction to CEO Elon Musk's comments suggests the market is highly responsive to updates on these future technologies. Arguments that the market may be underpricing the upside: Valuation Shift in Focus: Analysts note that investor focus for Tesla's upcoming earnings has shifted from traditional financial metrics to progress on "unsupervised FSD, Robotaxi, and the Optimus robot". This indicates the market is attempting to price in a future that is still under development. Strategic Bet on AI: Tesla is explicitly framing itself as an "AI & Robotics" company, developi

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$Tesla Motors(TSLA)$ 🌟 Buckle up, folks! Lemonade just dropped a bombshell that's got Tesla shares buzzing with a solid 2% climb. They're offering a whopping 50% cut on per-mile insurance rates for Tesla drivers who flip on Full Self-Driving (FSD) mode. Why? Their crunching of real-world data screams that FSD slashes accident risks big time, making it a no-brainer safer bet than your average human behind the wheel. 😎 This isn't just a perk—it's rock-solid proof backing Elon Musk's vibe that Tesla's tech outdrives us mere mortals, even as regulators scratch their heads. 🔥 Does this validate FSD's safety creds? Absolutely! Lemonade's move dives deep into Tesla's telemetry treasure trove, tracking every twist and turn to spot the magic: FSD-engaged m

$Tesla Motors(TSLA)$ $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  I’m anchored to weekly structure. As long as $TSLA keeps printing higher highs and higher lows, dips remain corrective, not trend breaking into earnings. Momentum, liquidity pockets, gamma exposure, Vanna flow, positioning, and volatility regime all continue to support trend continuation over distribution. 🚨 Tesla is quietly preparing for mass Optimus V3 production 🤖 $685M in robot parts ordered 🤖 ~180,000 humanoid robots implied 🤖 Production targeted for 2026 🤖 Expands Tesla into AI, robotics, autonomy, and labour automation If structure holds, this i

1. Insurance Pricing as a Validation Signal The insurance industry's core business model is based on actuarial data and risk assessment. Therefore, Lemonade's decision to offer a substantial 50% discount for FSD-enabled vehicles is a tangible, market-based endorsement of the technology's potential to reduce accident rates. This action lends third-party, financial credibility to CEO Elon Musk's long-standing claims about FSD's superior safety compared to human drivers.  However, this validation must be contextualized: Single Data Point vs. Broad Adoption: This is an initiative by one insurer. Broad validation would require adoption by major insurance carriers and sustained data over time.  Ongoing Regulatory Scrutiny: The news data indicates that regulatory bodies like the NHTSA c

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  $Intel(INTC)$  ⚡ $TSLA follow through confirmed from yesterday’s setup. This is structural reclaim with real momentum, not random upside. Price smashed through short and medium term moving averages in a single candle, the first close above both since my stop was triggered on Dec 26. That is a decisive trend shift, structure realignment, and a clean flow flip. 📊 Structure 📈 Momentum 💧 Liquidity 🔄 Rotation ⚡ Volatility Price is rotating back into trend with expanding participation. Today checked off multiple technical levels, signalling real intent, not a reflex bounce. 📉 BX Trender Daily turning constructive

Developments already more than priced in....

As a casual investor for Tesla, it always feels good to get a pep talk from our charismatic spokesman. Personally I don't think neither the robotaxi nor the humanoid robot is really going to start hit the streets big time this year or next year. 

Yes Robotics is the next AI Tesla rice target $600

This news has multiple impact on TSLA n other car brands with self driving capabilities. 1) Public perception will improve, leading to greater acceptance and hasten approval time for local and overseas government. 2) Decreased insurance cost for autonomous taxis. 3) More car owners subscribing to FSD. 4) Even more data to make streets safer from poor drivers and less traffic jams.

$Tesla Motors(TSLA)$ $Li Auto(LI)$  $NIO Inc.(NIO)$  2Jan26 🇺🇸|3Jan26 🇳🇿 Liquidity sweep completed. Upper range tagged near $462.50, lower range resolved near $440. Seven consecutive red sessions now on the tape, the longest losing streak since April 2024. New year, familiar $TSLA behaviour. 📊 My Daily Structure And Technical Read I’m seeing textbook momentum compression rather than structural failure. Price pushed into the upper band near $462.50 before resolving lower into the $440 liquidity pocket, completing a full range rotation. On the 4H and 30m charts, Keltner and Bollinger envelopes have compressed sharply, with price leaning against the

$Tesla Motors(TSLA)$  $NVIDIA(NVDA)$  $Alphabet(GOOGL)$   08Jan26 🇺🇸|09Jan26 🇳🇿 New high of the day printed early, steady buying from the open with price holding above intraday VWAP as consolidation tightens. +$12 off the low today. No new “good news.” No sentiment shift. Buyers showed up anyway. Price first. Narratives later! I’m tracking $TSLA through a very deliberate consolidation phase where price, flow, and narrative are lining up again after two weeks of sequential decline. This is not disorderly selling. This is digestion. 📊 My Daily Structure

Tesla Quick Take: 2026 Could See Unsupervised Robotaxi and FSD Launch Robotaxi and FSD largely support $Tesla Motors(TSLA)$  's current high valuation. Here's an update on Tesla's latest operational status. Robotaxi Current Operations: 1. Tesla Robotaxi has a pricing advantage over Waymo: Tesla Robotaxi initially charged a fixed fare of $4.20 per trip, later adjusted to $6.90 for an expanded service area. The latest pricing model has gradually shifted to dynamic pricing, about $1.5 per mile. In comparison, Waymo's pricing in San Francisco and Phoenix is about $2.5 per mile, reaching over $3 per mile during peak hours. 2. Tesla Robotaxi operations are currently limited to Austin, Texas, and the San Francisco Bay

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  $Micron Technology(MU)$  Why sentiment, structure, and long-dated options are telling two very different stories I’m looking at $TSLA the same way I always have, by separating opinion from positioning and narrative from capital. The downgrade noise is loud, but the tape is louder. 📉 Analyst pessimism versus what price is actually doing GLJ Research raising its Tesla price target to $25.28 from $19.05 while reiterating a Sell borders on satire. A $6 increase that still implies a near-total collapse from ~$437 tells me this is less about updated math and more about anchoring. The justification, Q4 delivery mix

$Tesla Motors(TSLA)$ Bullish $Taiwan Semiconductor Manufacturing(TSM)$ Bullish $NVIDIA(NVDA)$ Bullish 31Dec25 🇺🇸 | 01Jan26 🇳🇿  I’m calling this market exactly as it traded, not as it was supposed to. The Grinch is no longer stealing Christmas, he’s cancelling it. The Santa Rally script failed, volatility took control, and $TSLA became the clearest expression of a regime shift that punished complacency and rewarded structure. That Grinch board isn’t satire. It’s a ledger. Happy New Year to all Tigers and traders 🎆 I’m stepping into 2026 focused on discipline, data, and positioning, not folklore. 🎅❌ Santa Rally Failure: When the Grinch

Macro Theme of the WeekLabor Market Data Warm-Up & Fed Policy ExpectationsThis week’s macro focus centers on early signals from labor market data and shifting expectations for Federal Reserve policy, alongside heightened geopolitical uncertainty driving volatility in technology stocks. ADP showed December job gains of 41,000, below expectations of 47,000, while JOLTS openings fell to 7.146 million, suggesting emerging tightness in labor market conditions. Friday’s Nonfarm Payrolls report will be the key data point for confirmation.Geopolitical Events Drive Market SentimentGeopolitical developments dominated sentiment this week. Reports of Venezuelan leader Maduro being arrested triggered volatility in oil prices, while restrictions on silver exports pushed silver prices up 18%, pressur

$NVIDIA(NVDA)$ 's Drive Thor platform is emerging as a formidable competitor to $Tesla Motors(TSLA)$'s Full Self-Driving (FSD) system, though the two differ fundamentally in their target market and technological approach. Tesla offers a direct-to-consumer FSD product, while Nvidia provides an autonomous driving platform for other automakers to integrate into their own vehicles. In this article, we would like to look at a comprehensive, business-oriented assessment of whether Nvidia’s Drive Thor platform could meaningfully challenge or even derail Tesla’s Robotaxi vision — with a focus on how the two approaches differ fundamentally in market strategy, technological architecture, and competitive advantages.

🚨 The "Android Moment" for Robotaxis? Why Nvidia Thor is Tesla’s Biggest Nightmare Is the "Winner-Takes-All" thesis for Tesla ($TSLA) officially dead? That is the multi-billion dollar question shaking out weak hands today. While Elon Musk brushed off the threat on X, the market voted with its feet, dragging Tesla down 4% while Mercedes-Benz and BYD caught a bid. Here is the brutal reality check: For five years, the bull case for Tesla has been that they are the only ones with the data, the silicon (Dojo), and the fleet. But at CES, Jensen Huang didn’t just unveil a chip. He handed a nuclear weapon—the Nvidia Thor platform—to Tesla’s enemies. We are no longer looking at Tesla vs. "Legacy Auto." We are looking at Tesla vs. The Nvidia Ecosystem. And historically, betting against an ecosystem