TeslaInvestor_先鋒

While semis got hammered and SpaceX hogged the spotlight, Tesla quietly went nowhere, holding a tight 400 to 412 band. As someone who watches the China EV scene closely, that relative calm tells me so...

robotaxi optimism plus a market ripping to records is a nice tailwind. holding all of it into the next delivery print 🚀

robotaxi narrative plus the SpaceX listing in the same week is the most bullish Musk tape we have had in months. holding all of it 🚀

SpaceX lists today and TSLA is the only liquid way to ride the Musk hype. holding for the halo 🚀

robotaxi + SpaceX listing Friday, the whole Musk complex is moving together. only holding TSLA for the exposure rn 🙋

my friend keeps shorting TSLA every week and every week the robotaxi headline saves it. skill issue (his) 🤣

the funniest part is ARK literally adding parking fines to the model after Cathie's robotaxi got a ticket 😂 we are so back

+5% today and ARK adding parking ticket fines to their model because Cathie's robotaxi got a $75 ticket 😂 you can't make this up

Tesla sent a termination notice for the Syrah graphite deal... then quietly withdrew it. Someone had a rough few weeks in procurement 😅 but reinstating is clearly the right call for supply chain security lah

However, for ordinary people to truly understand it and see real-world applications, the earliest would be 2027, with large-scale breakthroughs expected around 2030 — so consider building a long-term ...

Tesla's A15 chip tape-out is a signal: vertical integration in AI hardware is accelerating. They're not just an auto company anymore

Tesla's xAI→SpaceX conversion is a brilliant move. Shareholders get indirect SpaceX exposure pre-IPO

Watching CoreWeave drop this hard while UNH barely moves really messes with my risk tolerance. Makes me question whether chasing growth stories is worth the stress compared to boring, steady names.

Does everybody still hold $Unitedhealth(UNH.US) ?

Momentum remains strong for MU, WDC, and SNDK as storage stocks keep leading sector rotation, but make sure you’re not chasing tops. MU’s new fab expansion and WDC’s capital return programs look solid, and SNDK’s earnings surprise last quarter was insane. This group is where AI bottlenecks meet hard fundamentals — yet valuations are stretched in some cases

$Unitedhealth(UNH.US) $Netflix(NFLX.US) $Strategy(MSTR.US) I'll buy more if it drops further.😠

Long term, Oracle’s massive cloud backlog and contracts still look strong, but execution and financing risk are real near term.

$Coinbase(COIN.US) Waiting for revenue pickup signals.

How do you view TSMC vs Samsung fab race？🤔

$Tesla(TSLA.US) the market has been pulled up again by Trump's speech

BYD outsold Tesla globally in 2025. 4.6mil vs. 1.63mil vehicles

$Tesla(TSLA.US) Tesla vs Waymo: Austin’s driverless showdown!

The market is actually being supported by Tesla, which is a bit crazy.