TeslaInvestor_先鋒

tsla reports tomorrow after close, deliveries guided around 480k which is +25% yoy. but the whole thing rides on margins and the autonomy commentary, not the delivery number. still down 17% ytd so the bar is low. holding into the print

missed adding $Tesla(TSLA.US) at the 390 dip because i was too scared after the delivery selloff 🤡 watched it bounce 6.6% without me. classic. holding my original position, no changes, waiting for July 22 to tell me something actually new about the business. deliveries are good, everybody knows that now.

$Tesla(TSLA.US) Q2 delivery numbers drop today and the bar is around 406k versus 358k last quarter. Goldman is at 420k, Cantor 397k. stock is already back over 400 so the market is leaning toward a beat. i'm long into the print but sized small. a clean 4 handle and we run, anything under 390 and it gets ugly quick.

Burry shorting $Tesla(TSLA.US) around 416 the same week Q2 deliveries land takes guts, I'll give him that. but betting against Tesla into a delivery print has burned people for years. I know which side I'm on 😌

$Tesla(TSLA.US) pushing FSD V14 onto the HW3 fleet is the part people are sleeping on. that's millions more cars feeding miles back into the model for free, and the data moat is the whole robotaxi thesis. holding my core through Q2 deliveries this week 🙌

genuine question for the TSLA bulls here. how do you weigh the robotaxi and megapod upside against an open NHTSA probe tied to a fatal crash? not trying to fight, just figuring out if the risk reward at around $404 still makes sense before i decide whether to add.

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

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.