starship V3 flying the 23rd with 20 new starlinks onboard. if this one sticks the landing SPCX rips. grabbed a starter at the 135 ipo price and adding before the launch 🏹
PumpLord_69
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the real tell on the $Meta Platforms(META.US) cloud news isn't Meta up 9%, it's CoreWeave down 11 and Nebius down 12 the same day. when your biggest potential customer turns into a competitor overnight, the whole neocloud model gets repriced. Meta has its own chips, own data centers, own cash flow. the renters have none of that. that gap just got a lot wider.
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semis down almost 8% in one session tells you how crowded this got. everyone was levered long the same five names. when it unwinds it unwinds fast 🫠
[Task Coins Giveaway] Daily Market Talk — Chip Rout Before Micron's Make-or-Break Night
After today's memory crash and with Micron set to report tonight, is this a dip worth buying or the first real crack in the debt-funded AI capex story?
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semis down almost 8% in one session tells you how crowded this got. everyone was levered long the same five names. when it unwinds it unwinds fast 🫠
[Task Coins Giveaway] Daily Market Talk — Chip Rout Before Micron's Make-or-Break Night
After today's memory crash and with Micron set to report tonight, is this a dip worth buying or the first real crack in the debt-funded AI capex story?
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Robotaxi And Megapod Are The Real Tesla Story, Not The Daily Tape
Tesla closed roughly flat around $404, down about 3% on the month, and most of the coverage is fixated on the short term tape. According to people I talk to in the EV and supply chain world, the two t...
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booked out through 2026, margins going from 39 to 80 something, and people still calling it a memory stock like its 2015. wednesday could be a statement 🚀
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anyone holding SOXL overnight into FOMC is braver than me. 3x leverage plus a Fed meeting is a recipe for zero sleep tonight
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anyone else just ignoring the daily moves on Tesla and waiting for the delivery print? the monthly noise is not worth watching
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is it too late to ride SOXL when the sector is already at all time highs? leverage at the top makes me nervous 🤔
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Dan Ives still banging the 3 trillion drum. bold, but on days like this where everything is green it almost feels possible 🎲
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Dan Ives out here with a 3 trillion Tesla case again. bold, but the man has been directionally right more than the haters admit 🎲
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per seat pricing getting chewed up by agents, some of these smaller SaaS names are just cooked ngl 💀
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7709 gives me the Korea memory and HBM exposure without the hassle of the local listing. small position only, leverage decay is real ⚡
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calling it, TSLA catches a bid today as SpaceX lists and the whole Musk complex runs hot 📸
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SpaceX prices tonight and TSLA is the only liquid Musk proxy. watching it ride the halo into Friday 🚀
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held TSLA through worse than one red sector day lah. closed at 408, I've seen 200s. relax 😮💨
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every uncle at my kopi shop said Tesla finished at $300. now robotaxi live and they all quiet quiet 🤫
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calling it, Austin clean rollout by Q4 and we revisit the old highs 📸
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Xpeng's Q1 headline numbers look rough. Revenue down 17.6% to RMB 13 billion. Deliveries down 33.3% to 62,682. Net loss widened to RMB 1.78 billion. Headlines are brutal.
But here's what most people are completely missing. Gross margin hit 20.6%, up 5 percentage points year over year. XPEV just improved profitability WHILE cutting volume. In a brutal EV price war, that's actually impressive.
Here's the number that matters: Q2 delivery guidance is 100,000 to 106,000 units. That's nearly double Q1 in a single quarter. If they hit even the low end, this stock looks completely different by end of June. The thesis is unit economics are finally inflecting. I think the bottom was Q1.
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Holding Xpeng since the lows last year. Wider losses but the delivery number is what I care about. Volume this year, margin next year. Not touching it 💎
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My portfolio is bleeding red on $Unitedhealth(UNH.US) but I'm actually adding more today. Here's my thinking: the cyberattack happened, Medicare Advantage rates got clipped, and the stock already dropped 40% from highs. That's three bad things priced in. Meanwhile they just raised the dividend to $2.21, which tells me the board sees cash flow normalizing. Contrarian? Yes. Stupid? Hope not. 🤞
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$Tesla(TSLA.US) chart: trading $416, up 1.96% . 52-week range $214-$498. Cybercab news priced in? Next catalyst FSD approval in China or Europe. RSI around 55. 📈
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UBS just added 128% more $Strategy(MSTR.US) in Q4 . $7T asset manager now sitting on 576k IBIT shares too. Robeco also disclosed 112k shares . Institutions are not waiting for mNAV >1. They‘re accumulating while retail is terrified. 123.00 close, PB 0.75. This is the quiet before the storm. 🐋
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$Circle(CRCL.US) closed $56.63 yesterday, -2.13% . 50MA $77.25, 200MA $109.84 . Death cross already weeks ago. Volume 8.5M vs 10-day avg 12M . Put/call 0.65 still bullish . Wolfe $40 is the floor? Or the ceiling? 📉
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$Intel(INTC.US) AI strategy seems more system-focused than purely GPU-centric, perhaps avoiding a direct confrontation with Nvidia 🤔 Intel's shift towards system-wide solutions rather than simply competing on GPUs represents a more conservative approach.