beta-one

Tesla withdrew the termination notice for Syrah Resources graphite supply agreement. Confirmed with a Tesla supply chain contact — the deal is back on. This is consistent with Tesla's multi-year push to diversify battery material sourcing away from China. Syrah's Mozambique operations give Tesla a real non-China anode material source. Small volume today, but strategically important.

If Li Auto Q2 guidance is already below consensus, does that mean the EREV segment is getting squeezed by BYD's lineup? Or is this more of a macro demand issue in China?? Trying to understand what actually changed 🧠

Li Auto earnings today... please save my EV bags 🙏

$SPDR S&P 500(SPY.US) chart: closed $682.63, down 1.68% on the day . 52-week range $481.82 - $700.00 . RSI around 45, not oversold yet. Market breadth improving per Raymond James . Holding above key support?

$Western Digital(WDC.US) chart: closed $270.57, down 3.51% on 8.6M volume . 50-day MA at $230, 200-day at $161 . Still way above support. Pullback to $250-260 would be healthy consolidation before next leg up.

Wells Fargo just upgraded $Alphabet - C(GOOG.US) to Overweight, new target $387. Their thesis: "Capacity is king." Google expanding compute capacity from 15GW to 35GW by 2028, widening lead over hyperscaler peers. Cloud revenue estimates raised to 60% growth in 2026 . Stock at $315. Market sleeping on capacity advantage. 🏭

Can you guys imagine how crazy $KNOWLEDGE ATLAS(02513.HK) is???

$Palantir Tech(PLTR.US) Q4 $1.41B revenue, 70% growth, 137% US commercial growth. 2026 guide 60%+. Yet stock gets slapped -6% and forward P/E still 200x. Growth is real, multiple is insane. I‘m holding but not adding.

BABA constantly tests patience. The business still generates cash, yet the stock trades like confidence will never fully return.

CoreWeave is a trader’s stock for now — institutions love the theme, but price action still rules.

Keeping an eye on $Alphabet(GOOGL.US) earnings tonight. The stock is currently around $340, and my ideal entry point is set near $302.50. As a core AI asset, I'll only build a position on an ideal pullback.

NFLX’s stock split enthusiasm may lift QQQ’s near‑term technicals, but if AI and storage demand falters once more, strength in SNDK and WDC could surprise traders and prompt rotation out of SLV and into DBS for cyclical exposure.

Oracle plans to raise $50 billion to expand its cloud business. Will this boost its stock price?

Is ORCL undervalued after recent tech selloff?

Sandisk's last quarter profit was 2 times the expectation, and next quarter's profit will be 4 times the expectation🤩

$BitMine Immersion Tech(BMNR.US) Liquidity is insane for a crypto stock.

$Micron Tech(MU.US) Micron starts $24B Singapore fab — memory race heating up!

$Oracle(ORCL.US) Their cloud infrastructure growth has been impressive. Can it continue?

$Coinbase(COIN.US) BTC rally to $100K fueling exchange volumes?

$Micron Tech(MU.US) Another 6.6% jump! Micron is on absolute fire! The “unprecedented” AI memory shortage story is pure rocket fuel.

$Intel(INTC.US) bye, just shorted hahahaa