TeslaInvestor_先鋒

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 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

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.

$Tesla(TSLA.US) The Santa Claus rally is already over? That was way too short!

$Tesla(TSLA.US)Tesla will drop before rising today, no doubt.

$Tesla(TSLA.US) The secret to investing lies in investing in those unstoppable individuals who are achieving exceptional feats.

$Tesla(TSLA.US)

Eligible models: Model S/3/X/Y and Cybertruck.

Tesla will begin rolling out the update in waves, and owners will receive notifications via email or the app. A one-month free trial is being offered.

This is likely to drive a large wave of future subscriptions and significantly boost conversion rates. At the same time, the total fleet mileage driven with FSD will surge, which is extremely beneficial for Tesla’s broader rollout and adoption of its FSD autonomous-driving features.

$Tesla(TSLA.US) Patiently allowing technologically advanced companies to mature is the cornerstone of sustainable wealth growth.

$Tesla(TSLA.US) Good night and sweet dreams😎

$Circle(CRCL.US)

Trump's Executive Order Allows Crypto in 401(K)! Will You Allocate?

Content:

📢 Market Alert (Aug 7, 2025):

President Trump signed an executive order today directing the Labor Department to re-evaluate guidelines for retirement plans, permitting alternative assets including private equity, real estate, and cryptocurrencies in 401(K) accounts. Crypto markets surged shortly after the news.

$Apple(AAPL.US)

Apple’s fiscal Q2 results came in stronger than feared, with revenue and EPS beating consensus but only a modest after-hours pop. With services at a record high yet legal and tariff headwinds looming, investors are weighing their next steps. Cast your vote below and discuss!

Vote now and share your rationale!

$Tesla(TSLA.US)

Last night, I ran at 330, trying to take a chance with$Tesla(TSLA.US)

The price is now at a crucial and confusing range. I can't give you an accurate judgment.

If it breaks through around 341, I’ll exit. If the breakthrough fails and it drops, I’ll accept my loss. Taking a chance, since it's all profit anyway, what’s there to be afraid of?

From earnings to around 330-300, now back at 330. How are your returns？

$Tesla(TSLA.US)

📊 Tesla Q2 Earnings: Key Points

Release: Wed, July 23 ， EDT

🔍 Expectations:

Revenue: $2.21B–$2.28B (↓9–12% YoY)

EPS: $0.39–$0.43 (↓20–23% YoY)

Deliveries: 384K (↑14% QoQ, ↓13.5% YoY)

🐂 Bull Case:

Robotaxi: Austin live; SF expansion pledged post-approval.

Margins: Auto gross ↑ to 14% (Q1: 12.5%).

Model Q: Potential Q4 launch vs. BYD/VW.

🐻 Bear Case:

Policy: US tax credit phase-out + China/EU tariffs.

Musk: Brand boycotts; Germany share crash (4.1%→2.8%).

Cash Burn: Energy squeeze; credits ↓38% YoY.

💎 Catalysts:

Model Q: Q4 production/delivery confirmation.

2025 Growth: Reaffirm 1.06M H2 deliveries goal?

Energy Storage: 9.6 GWh deployed (↑20% YoY)

📌 Pro Tip: Drop your price target & thesis below!