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Y
YanTotal Assets

Jul 22 at 12:04 PM

I expect Alphabet, IBM & especially Tesla to have positive earnings report due to the AI and memory chip growth during this period. My bias is towards Tesla as I believe in their vision, their engineers & their technical know-how and their products.

C
Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight

Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.

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