• Dow futures fell while oil prices rose due to escalating attacks in Iran.
• Three U.S. servicemembers were killed in the attacks. • Key earnings reports from Google, Tesla, Intel, and GE Vernova are upcoming. • Gilead faces challenges with HIV treatments as patent expirations approach. • Eli Lilly is highlighted for strong earnings performance and is in a buy zone. • Intel prepares for its Q2 earnings report amid a chip market sell-off. • Biotech stocks remain attractive to investors despite AI stock declines.
TSLA260123C455000.US
TSLA260123C455000----
Share your thoughts
Write something you'd like to share with our community...
- N
$Meta Platforms(META.US) Anthropic is holding very preliminary discussions on leasing computing capacity from Meta. After The New York Times reported that the two sides are discussing a potential transaction valued at around USD10 billion, shares of the social media giant rebounded. The discussions come weeks after Anthropic announced a similar agreement with Elon Musk-owned SpaceX to use computing capacity at its Colossus 1 data center to enhance service capacity for paid subscribers. This highlights that Anthropic, as one of the major AI laboratories, continues to engage in large-scale collaborations with other AI labs to access AI chips produced by Nvidia. In my opinion, this could help spur the recovery of Meta stock, but the main focus comes next week earnings. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - A
SpaceX has placed its first orders for Nvidia GB300-based AI servers to Taiwan’s Foxconn, amid plans by Elon Musk’s company to buy 13,000 of them in all, worth an estimated US$52 billion, ($4M each), media report, citing unnamed industry sources. It’s the first time SpaceX has turned to Foxconn for production. Foxconn provides server assembly services to nearly all major US hyperscalers. $SpaceX(SPCX.US) $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) #Foxconn
Source: Dan Nystedt
- J
Psychology of Money
A very good book to read. Some key lessons:
Lesson 1 - No One is Crazy
Lesson 2 - You’re Not Fully In Control
Lesson 3 - Wealth Is What You Don’t See
Lesson 4 - You Want The Gains, But Not The Ride
Lesson 5 - You Overestimate Your Plan
Bonus Lesson - Know When Enough Is Enough
https://youtu.be/4_jWo6f_oTQ
$Meta Platforms(META.US)$Alphabet(GOOGL.US)$NVIDIA(NVDA.US)$Netflix(NFLX.US)$Alphabet(GOOGL.US)$Oracle(ORCL.US)$Tesla(TSLA.US)
- YouTube
YouTube 上盡享你喜愛的影片和音樂、上載原創內容，並與親友和世界各地的人分享。
youtu.be - E
Deutsche Bank: Humanoids
Market Growth Forecast> Rapid Expansion: The global humanoid robot market is projected to see significant growth, moving from approximately 3,030 units in 2024 to an estimated 700,500 units by 2030.> Long-Term Outlook: Looking further ahead, the forecast anticipates the market scaling to 70 million units by 2050.> Market Value: The market value is also expected to climb sharply, reaching $1,050,000 million (or $1.05 trillion) by 2050.Regional Dominance> China's Lead: China is currently the primary driver of the market, accounting for 85% of global shipments in 2024. While this percentage is forecast to decrease as other markets mature, China is still expected to remain a dominant player, holding 43% of the market share by 2050.> United States: The U.S. share is projected to grow from 12% in 2024 to 43% by 2050, effectively matching China's share by the end of the forecast period.> Other Regions: Europe, Japan, and other regions are expected to grow from a small 3% share in 2024 to 14% of the global market by 2050.Key Industry Players> United States: Major players include Tesla, Figure, Agility, Boston Dynamics, and 1X. Tesla is forecasted to be a significant contributor, growing from 100 units in 2024 to 150,000 units by 2030.> China: Prominent companies include Unitree, AGIBOT, UBTECH, Leju Robotics, Booster Robotics, and Galbot. Unitree is projected to reach 100,000 units by 2030.
- F
• Gilead Sciences leads in HIV treatments, facing competition from other drug companies. $Gilead Sciences(GILD.US)
• The stock market is experiencing a sell-off, particularly in AI-related stocks. • CrowdStrike is expanding into AI Detection and Response, boosting its stock performance. • Upcoming earnings reports from Google, Tesla, and Intel are critical for the AI sector. • The semiconductor market is struggling, with chip stocks entering bear territory. • Biotech stocks remain strong despite the downturn in AI stocks. - D
Asia-Pac markets tumble; Tencent launches SkillPay, an Agent paid‑skill monetization platform | Daily News Recap
0717 | Dolphin Focus: Daily News Recap | Dolphin Research 🐬 Macro/Industry 1: APAC equities weakened across the board by midday, marking the worst showing in months as heavy selling in AI and semis triggered outflows. Japan and Taiwan led declines, with TSM's results falling short of lofty expectations and dragging the broader chip supply chain lower.
A-shares fell for a third straight session, the STAR 50 is tracking for its worst week on record, and chip names corrected early after stretched valuations. Hong Kong stocks weakened in tandem...
Today’s Key News Recap - B
$XTALPI(02228.HK)$Tesla(TSLA.US)If the AI bubble is to burst, it must be due to the comprehensive failure of AI applications. Or rather, the future of AI changing humanity lies in the full flourishing of AI applications. The most representative areas in this regard are AI applications in biopharmaceuticals and applications of related machinery represented by autonomous driving.
- N
Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:US Steel $US Steel(X.US)Tesla $Tesla(TSLA.US)GE Aerospace $GE Aerospace(GE.US)Eli Lilly $Eli Lilly(LLY.US)Apple $Apple(AAPL.US)Meta $Meta Platforms(META.US)Nvidia $NVIDIA(NVDA.US)American Eagle $American Eagle Outfitters(AEO.US)Intel $Intel(INTC.US)Boeing $Boeing(BA.US)RTX $RTX(RTX.US)Northrop Grumman $Northrop Grumman(NOC.US)Dell $Dell Tech(DELL.US)Palantir $Palantir Tech(PLTR.US)Micron $Micron Tech(MU.US)Comcast $Comcast(CMCSA.US)Microsoft $Microsoft(MSFT.US)Thermo Fisher $Thermo Fisher Scentific(TMO.US)Amazon $Amazon(AMZN.US)Broadcom $Broadcom(AVGO.US)
- N
Breaking: President Trump's longtime teleprompter operator made more than $100K betting on Trump's speeches, per ABC
Having final eyes on his scripts since 2016, Trump's prompter, Gabriel Perez, bailed on bets mid-speech whenever Trump went off-script
- A
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month-to-date through the first half of the month, its worst stretch since April 2009. Morgan Stanley’s Tech Momentum Index is also seeing its sharpest breakdown on record, with its 17-day rate of change down 35%, the worst move in its 27-year history. But the broader market is holding up better, with the S&P 500 green today as hyperscalers rallied, showing the market may be broadening out beyond the hardest-hit momentum names.2. PPI came in cooler than expected across the board. Headline PPI was 5.5% YoY vs 6.2% expected, while PPI fell 0.3% MoM vs expectations for 0.0%. Core PPI was 4.7% YoY vs 5.1% expected, with Core PPI rising 0.2% MoM vs 0.3% expected.3. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 3.7M contracts, $Tesla(TSLA.US) with 2.8M contracts, $Apple(AAPL.US) with 2.5M contracts, $Micron Tech(MU.US) with 1.1M contracts, $Amazon(AMZN.US) with 1.0M contracts, $Microsoft(MSFT.US) with 895K contracts, $Meta Platforms(META.US) with 815K contracts, $Intel(INTC.US) with 754K contracts, $Alphabet(GOOGL.US) with 717K contracts, and $SpaceX(SPCX.US) with 506K contracts.4. Nvidia $NVIDIA(NVDA.US) is expanding its Toyota partnership beyond autonomous driving, supplying AI hardware and software for smart cities, traffic systems, and factories. Toyota will use Nvidia technology in Woven City, along with Omniverse for assembly-line digital twins, Isaac robotics, and Nemotron LLMs.5. CoreWeave $Coreweave(CRWV.US) is exploring financial hedges to protect against a future decline in memory and storage chip prices, per Reuters. Put options and other derivative instruments have reportedly been discussed, though talks are still early and no hedges have been executed. The issue: AI cloud providers have signed long-term supply deals with companies like Micron and SanDisk that include price floors for DRAM and storage chips. That protects chipmakers if prices fall, but could leave cloud buyers stuck paying above-market rates.6. Anthropic is preparing investor meetings ahead of a potential IPO as soon as October, per Bloomberg. Morgan Stanley, Goldman Sachs, and JPMorgan are reportedly working on the listing. The Claude maker was valued at $965B after its May funding round, reportedly surpassing OpenAI.7. Stripe and Advent have reportedly offered to buy PayPal $Paypal(PYPL.US) for $60.50/share, valuing the company at more than $53B, per Reuters. The offer is backed by roughly $50B in committed bank financing. Stripe and Advent would jointly own PayPal with equal stakes, rather than breaking the company up.8. Apple $Apple(AAPL.US) is reportedly looking at AI chip acquisitions to strengthen its server-chip strategy, per The Information. The company has spoken with bankers and approached semiconductor startups as its current M2 Ultra-based AI servers struggle with more advanced AI workloads. Apple is also relying on Nvidia chips inside Google Cloud for heavier tasks, including parts of the revamped Siri. A future Apple AI server chip, code-named Baltra, was expected this year but has reportedly been delayed.9. Nokia $Nokia Oyj(NOK.US) will begin selling Nvidia-powered AI mobile network gear starting in 2027. The new AI-driven RAN platform is expected to improve spectrum efficiency by 50% next year and allow operators to transmit 2x more data over the same airwaves by 2028. The platform will also support software upgrades toward 6G and work with Open RAN standards.10. Nebius $Nebius(NBIS.US) introduced an asset-light AI cloud model built through infrastructure partnerships. Under the model, partners will finance, own, and operate the data centers and hardware, while Nebius provides the architecture, software stack, supply-chain access, and sells the capacity through its own sales team. Nebius expects to generate revenue through revenue-sharing, licensing fees, commissions, and committed capacity agreements, with minimal incremental capital required.11. ASML $ASML(ASML.US) reported a massive Q2 beat and raised FY26 guidance. Net sales came in at €9.33B vs €8.85B expected, EPS was €7.59 vs €6.90, and gross margin reached 54.0% vs 52% expected. ASML said customers are accelerating capex plans, visibility is stronger than usual, and it is already close to receiving all required 2027 EUV orders. Memory is expected to drive major growth, with FY26 memory revenue up roughly 75%, EUV revenue up 45%, and Installed Base Management revenue up more than 30%. The company also said its updated guidance includes expected demand from Elon Musk’s Terafab project, with ASML expecting to collaborate with Musk’s team as AI drives more advanced Logic and Memory lithography demand.12. Leveraged ETFs are flooding the U.S. market. There are now a record 700 U.S.-listed leveraged ETFs, more than twice the count at the end of 2024, with 400+ tied to individual stocks. Roughly 210 new leveraged funds have launched this year, already exceeding the ~205 launched during all of 2025. Leveraged and inverse products represented 31% of U.S. ETF launches in the first half of 2026, up from 22% last year. June alone saw 117 leveraged or inverse ETF debuts, nearly half of all 239 ETFs launched in the U.S. that month.WALL STREET IS THE GREATEST SHOW ON EARTH.Source: amit
- H
$Tesla(TSLA.US) | Deutsche Bank reiterates 𝐁𝐮𝐲 on 𝐓𝐞𝐬𝐥𝐚, maintains 𝐏𝐓 𝐚𝐭 $𝟒𝟔𝟓
Analyst flags a Q2 EPS miss but focuses on long-term catalysts like Robotaxi expansion, the AI5 chip, and future Tesla-SpaceX integration.
- G
Still not sure what people see in $SpaceX(SPCX.US) as an investment. It’s already a megacap ($1.8T market cap) so upside is limited. It won’t generate profits until 2027. It trades at 2026 EV/Rev of 47x ( $Tesla(TSLA.US) 14x), and 2026 EV/EBITDA of 110x ( $Tesla(TSLA.US) 97x). I get the new TAM story once other airlines follow Frontier’s lead in adapting SpaceX Starlink as the standard WiFi package on commercial airlines. But 20% of SPCX shares unlock for sale in August and 44% of shares unlock by early September, which would balloon the tradable float by roughly 900%. Valuation has to matter at some point.
- 菜
Recently, Tesla’s share price has been quite volatile. I think one of the main reasons is that investors have very high expectations for the company’s future, especially in areas like AI, Robotaxi, autonomous driving, and Optimus robots. Whenever there is positive news, the stock can move up quickly, but if progress appears slower than expected or investors decide to take profits, the share price can also fall sharply.
In my view, Tesla is no longer being valued only as an electric vehicle company. Market sentiment is heavily influenced by future technology developments, quarterly updates, and even broader market conditions. That’s why the stock tends to experience larger price swings than many other companies. I believe volatility is something Tesla investors should expect, and it is part of the company’s growth story as the market continues to react to new developments.
Trade Showcase: Trade, Show & Earn Rewards! - Z
the feature i want most isn't a smarter screener or a prettier chart. it's an honest end-of-day recap. not the "market moved this much" summary, but the personal one: you bought memory on the dip and your thesis was right, but you sized too small. you held Tesla into the delivery print when the setup was clearly buy-the-rumor, here's why that pattern keeps costing you. no judgment, just the data. most investors never actually close the loop between their decisions and the outcomes, and that's why we keep making the same mistakes. the AI that fixes that is worth more than any screener ever built.
Imagine Your Day as an AI-Era Investor - F
SK Hynix and SpaceX IPO's shouldnt be seen with similar lens. The former is a FCF generating monster that has pricing power and the latter is a market leader in Space but valued at insane levels on Musk momentum(which is not small either). But at the end of the day, market and funds appreciate companies that can give you net returns.
30% before highs already. Is it a discount?
- G
As much as I love $Tesla(TSLA.US) the company, it’s difficult to support the valuation (2026 P/E 209x vs +35% long-term EPS growth, 6x PEG), which remains excessive vs every other Mag 8 name (avg 2x PEG). Most TSLA promoters on X choose to ignore valuation in any discussion of $Tesla(TSLA.US) as unsupervised autonomy becomes commoditized, which is why $Tesla(TSLA.US) continues to underperform YTD (TSLA -7% vs NDX +18%). Meanwhile $SpaceX(SPCX.US) will likely soon fall below its $135 IPO price as 20% of locked shares become free in early-August.
- C
Those who stick to dollar-cost averaging are quietly widening the gap with the market
Ordinary people who consistently outperform the market are actually doing the same "seemingly simple but hardest to stick with" thing—dollar-cost averaging (DCA).
- S
$Tesla(TSLA.US) reclaimed $400 at 407, but it's basically marking time until the July 22 earnings call. delivery beat is old news, everything now is margins and robotaxi. i'm holding my core, not adding into a print that could go either way, especially in a week with CPI and Hormuz noise. buy or sell the reaction, don't guess the number.
- A
Hagsushehsys
