TSLA240809C230000.US

$Super Micro Computer(SMCI.US) Smci jumped higher, fueled by a robust update that it expects to nearly double its gross margins in upcoming quarters. The company highlighted a staggering new order intake of more than $60 billion in the fourth quarter of fiscal 2026, pushing its backlog to an all-time high. Such volume underscores strong demand for Supermicro's customized server solutions amid the ongoing AI hardware surge. Smci's servers integrate chips from industry heavyweights like Nvidia, Intel, and AMD. The company recently teased big projects, including a new gigawatt-scale AI data center for SpaceX and XAI, highlighting its role in powering next-generation AI infrastructure. I believe this is currently one of the better stocks for swing trading if you are patient enough. @Captain's Treasure

I wouldn't call this a rebound, especially for memory stocks as they continue to fluctuate at least 5% everyday. SG stocks continue to edge higher despite a mini slide during open, with bank stocks creating new highs by the end of the day. Google and Tesla earnings are also probably the highlights post bell tonight, so let's see what surprises they can bring.

You can't make this up

Biggest winner: TSLA / GOOGL / INTC

Unsure whether TSLA can reclaim the spotlight though I believe they can if they have more enough support. For GOOGL to turn AI expectations into earnings momentum will depend on the public. INTC maybe can surprise the market if there are uniqueness and caters to the public.

$Tesla(TSLA.US) earnings tonight. Here's the cheat sheet:

Source: Gene Munster

Big week for markets. Tesla, Alphabet, IBM and ServiceNow earnings will shape AI sentiment, while Intel, ECB and macro data could determine whether this rally extends or pauses.

Earnings tonight are the real inflection: Tesla and Alphabet must validate AI capex with tangible revenue. Memory’s surge signals risk appetite, but sustainability hinges on fundamentals, not momentum-driven squeezes across semis.

integration isn't a bad thing too as after all any entrepreneur can't be denied any exit plans too in the near future. Especially for Musk..since paypal days.

tesla into the print tonight and im leaning long. deliveries already known at 480k record, the story here is robotaxi and the AI narrative not the margins. yeah fcf might go negative but nobody buys tsla for this quarter's cash flow. holding my shares through

$Tesla(TSLA.US)

I am cautiously bullish on Tesla heading into earnings. The company delivered 480,126 vehicles during Q2 and deployed a record 13.5 GWh of energy-storage products, giving it stronger operating momentum entering the report.

My thesis is that higher vehicle volumes and the rapidly expanding energy business can support revenue growth and improve factory utilisation. However, deliveries alone are not enough. I will be watching automotive gross margin, free cash flow and whether spending on robotaxi and AI initiatives is producing measurable progress.

Weak margins or excessive cash burn would invalidate the near-term bull case.

@Captain's Watch

Talk about a deluge of earnings to kick off tech earnings. Earnings for Tesla and Alphabet will be eagerly waited for. But before that, I am excited for GEV who will report before market opens.

qqq back near highs going into the busiest earnings week of the year. tesla and google tonight, msft and meta next week. this is the bellwether so how it holds after these prints tells you a lot about the tape. staying long but with tight stops

This looks like a relief rally, not a new bull. Memory is notoriously cyclical and +12% days happen right before oversupply. We’re betting on earnings to justify massive capex, with crypto headlines and Nvidia PR stapled on for vibes. If TSLA/GOOGL disappoint on AI ROI, we give it all back fast.

AI and semiconductor stocks have staged an impressive rebound, but waiting for earnings to confirm that the recovery is backed by fundamentals. Tonight's Tesla and Alphabet results could set the tone for the market's next move. Forward guidance and AI demand will matter more than the headline numbers. If management remains confident about AI-driven growth, accumulating quality companies on healthy pullbacks may offer a better opportunity than chasing the current rally

semis look to be recovering after a much needed and will continue to rise as long as AI spending signals from TSLA and GOOGL support the story. NVDA’s production momentum will help to seal the deal and drive these stocks upward

Memory ripping +12-14% and chip index up 5% tells you the market thinks the AI spending cycle is working. Micron and SanDisk back over $1T, Nvidia shipping Vera Rubin, and UBS calling a bottom — that’s supply tightening + demand accelerating. If TSLA and GOOGL show cash flow tonight, this risk-on rotation has legs.

It is difficult to tell if this recovery in chip stocks is a dead cat bounce. My gut feeling says no as the AI infrasture demand is real but the market is moved by smart money and what we can do is size our positions according to our risk appetite and set stop losses.

memory stocks still got room to up as previous week drop.

just try buy on dip or hold it if already brought.