Aurelius

tesla is such a tug of war right now. merger rumor with spacex plus the sunrun data center deal pulling it up, then nhtsa opens a probe into that fatal model 3 crash and it drops 1.59% to around $375. i'm not adding here, the regulatory overhang on the autonomy story is too live. sitting on my hands

$Coreweave(CRWV.US) I didn’t expect this kind of drawdown.👎

The Most Interesting Trade Today Was Inside Semis, Not the Index

$ASML chart: closed at $1497.80, up 0.79% . Volume 1.54M vs avg 1.68M. RSI around 65, getting warm but not overbought yet. Break above $1500 and next stop $1600?

$Alibaba(BABA.US)  often moves with China policy expectations rather than earnings itself. Recently AI narrative gives bulls new angle, but every rally still meets sellers. Until clear earnings acceleration, maybe more chop than trend 😅

On Feb 24, 2026, $Sandisk(SNDK.US)  dropped after short seller Citron Research issued a bearish report.Citron’s Key ClaimsThe memory boom is overstated; SanDisk is being mispriced like NVIDIA despite being a commodity storage business.Major holder Western Digital sold shares below market price, signaling insiders are exiting.What’s MissingSEC filings indicate the Western Digital sale was tied to a pre-registered, tax-related deadline — not discretionary bearish selling. That weakens Citron’s “smart money fleeing” narrative. Meanwhile, AI-driven storage demand remains structurally supportive.Credibility FactorFounder Andrew Left has had big wins (e.g., Valeant Pharmaceuticals) but also major setbacks, including the GameStop squeeze and 2024 federal fraud charges.Bottom line: Industry cyclicality is real, but this short thesis appears more sentiment-driven than fundamentally decisive. 

Tesla At USD 411: Riding The Tape, Waiting On The Story

After $Microsoft.US got downgraded for AI risk, will $Alphabet.US face similar skepticism? The bond issue might fuel it.

Xiaomi Q1 out today and the EV ramp is tracking better than I expected. Already added at current levels, holding for the full year story. 💪