Revolution～

everyone's hyped on $Tesla (TSLA.US)$ popping 8 percent but Q2 delivery consensus is only around 406k, that's barely 5 percent growth. the pop was FSD sentiment, not fundamentals. genuinely asking, are you buying the story here or waiting for the actual delivery print this week

$Unitedhealth(UNH.US)  There’s barely any trading in the night session and pre-market now except for a few huge orders — just waiting for the big players to set the direction.

nvda shareholder meeting wednesday and the whole AI complex still runs through them. micron reports the same night, gonna be a loud 48 hours for chips. holding into it 🔥

$ASML(ASML.US) Up over 2% with the semis, steady as she goes. When INTC, TSM, and MU are all talking about expansion, ASML wins!

$Taiwan Semiconductor(TSM.US)  2026 revenue is +30% YoY guided, with a 2024-2029 CAGR "approach 25%". 2nm H2 mass production, A16 ready by the end of the year, and overseas FABs diversifying risk. Motley Fool calls this "AI winner hiding in plain sight". 27x forward PE for 25% structural growth. I buy 100 shares monthly through DCA, without market timing.

Xpeng earnings last of the week. EV margins still under pressure

$Intel(INTC.US) After nearly doubling in six months, this sideways action feels healthy. The market is reassessing valuation, execution risk, and the pace of Intel’s turnaround. This is classic consolidation after a massive trend reversal.

Tesla's Two Stories Right Now, the Bull Narrative and the Autonomy Overhang

Li Auto revenue down 11%, Q2 guidance misses. Meanwhile Xpeng loses RMB 1.78 billion but delivery guidance beats. Both are "wins" depending on how you squint 🤡 EV earnings season is something else.

$Coreweave(CRWV.US) seems like100 is possible

Li Auto Q1 2026: revenue RMB 23 billion, down 11% YoY. Deliveries 95,142 units, up just 2.5%. Gross margin collapsed to 7.9%. Q2 guidance came in below analyst expectations: 95,000–100,000 deliveries, revenue RMB 24.1–25.4 billion. Management is not raising the bar. The premium EREV segment is more crowded now. Aito M9 and BYD's flagship lineup are both competing in the same price bracket. The moat that drove Li Auto's 2023–2024 run looks thinner heading into H2.

$Coinbase(COIN.US)  I'm in now! 🙏 Hope it goes up.

1/ Xiaomi Q1 2026 results out tonight at 7:30pm HK. Stock down 24% year-to-date, near 52-week lows. The bar is extremely low. Here's what actually matters. 🔍 2/ Auto gross margin. Q4 2025 came in at 22.7%, down from 25.5% in Q3. Culprit: model mix, fewer high-margin SU7 Ultras shipped late in the quarter. Q1 is when new-gen SU7 deliveries started ramping in volume. If margin recovers toward 24%+, the EV thesis gets a clean data point. 3/ Memory component costs. Xiaomi flagged this explicitly on the Q4 call as a headwind for smartphone margins. Whether that pressure eased in Q1 matters for the overall gross margin line. A smartphone margin recovery alongside EV stabilisation would be a double positive. 4/ Confirmed: April deliveries hit a record 30,000 units. SU7 Ultra sold out. If Q1 total came in above 100,000 units, the path to 550,000 for 2026 becomes visible. That number anchors the entire long-term valuation case. 🚗 5/ The RMB 200 billion R&D commitment for 2026-2030 is the multi-year play. Tonight's print is specifically about whether near-term margins are stabilising. If yes, the drawdown is an entry. If no, there is more pressure ahead.