beta-one

had Corning on my watchlist at $180 for months and never pulled the trigger. now it's $228 after the Amazon deal. classic me 🫠 always the bridesmaid never the bride

Tesla is trading around $404, basically flat on the day, but the headline that matters this week is not the price. A Model 3 crash that caused a death has prompted NHTSA to open an investigation. I wa...

for anyone who likes the memory story but cant stomach single stock swings, the roundhill memory etf basically bundles micron sndk sk hynix and samsung into one ticker. spreads the earnings risk across the whole complex instead of betting on one print

DBS is the one SG name I never trade around. The dividends keep showing up, the balance sheet is rock solid, and it lets me sleep at night while my US tech names swing a few percent in a single day. Core holding, not selling.

flat day for TSLA, which after the week we just had feels almost relaxing. not adding, not trimming

up on a market wide melt up, not on Tesla specific news. i like it long term but i fade vibe rallies in the short term 🫳

Short take on a noisy week. Tesla up near 2% to 406 while the entire market watched SpaceX rather than Tesla itself. That tells you where the attention is, and attention is a real driver for this stoc...

up on vibes not numbers today. i like Tesla long term but a halo rally from a sister company is exactly the kind of move i fade in the short term 🫳

not selling my Tesla into a SpaceX week. robotaxi optionality plus the Musk halo, I just wait 💤

not touching my Tesla. robotaxi optionality is free upside, I just wait 💤

SpaceX Friday listing pumps the whole Musk basket and TSLA rides the halo into next week 🚀

BYD makes cars and buses but sure, "military company" ok 🙃 the label inflation is getting comical

Tesla robotaxi actually carrying paying riders in Austin with nobody in the driver seat. say what you want, that's the future arriving early 🚗

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.