$Tesla(TSLA.US) is already getting restless before September 3rd 🤣
$Alphabet(GOOGL.US) I've accumulated quite a few long calls; need to manage position size carefully 🤔
Not investment advice!
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News
- Market Pulse · 34 minutes ago
Dow Slips 0.61%; Tesla Surges Over 5% to Lead S&P 500
- Teslarati · 50 minutes ago
Tesla Cybertruck windshield protection just got cheaper
- Movers Alert · 1 hour ago
Big Tech Stocks Diverge Intraday, Tesla Surges 5%
- US Stock Market Update · 1 hour ago
Tesla climbs 5% during regular trading as Cybercab launch nears
- benzinga_article · 1 hour ago
AI Boom Needs Electricity — These Solar ETFs Could Be the Beneficiaries
- Electrek · 2 hours ago
Tesla driver who died when his car stopped on highway was using FSD/Autopilot
Posts
View moreBullish vs. Bearish — Last 3 Months
18 followers · 0 opinions
▲Bullish50%
50%Bearish▼
- G
US stocks mixed pre-market after Warsh’s hawkish Jackson Hole speech lifted September rate hike odds to 62%. I am skeptical the Fed will move in September given slowing jobs and stable inflation. Brent rose 2% on renewed US-Iran strikes. 2- and 10-yr treasury yields eased, #BTC dipped but is +21% in August. Chip stocks were mixed (NVDA +0.5%). 2026 S&P EPS are now up +31% y/y to $346 on AI and energy sector gains, putting the S&P 500 2026 P/E at 21.2x, matching the 10-year yield. I remain cautious on $Tesla(TSLA.US) amid falling long-term estimates, the ongoing commoditization of unsupervised autonomy, and a 210x 2026 P/E versus +35% long-term earnings growth implying a 6x PEG, by far the highest among the Mag 8.
- B
Analysts are split on this one which is kind of interesting, some calling it a real catalyst and others saying the event itself is underwhelming since the hardware was already shown. I think the disagreement is actually the tell, if it was obviously good or obviously bad everyone would agree already. Watching the FSD demo specifically, not the car design.