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Tesla withdrew the termination notice for Syrah Resources' graphite supply agreement. The deal is back on. 🇦🇺 Syrah operates a graphite processing facility in Louisiana fed by Mozambique mine output. For Tesla, this is the non-China anode material supply chain they've been building for years. Battery-grade graphite is still 80%-plus China-dominated globally. Small volumes today. Strategically very important for 2028 and beyond.

$Tesla(TSLA.US) Tesla surges 4% on Austin’s driverless Robotaxi test!🚀 Musk kept his year-end promise—chase the rally or wait for a dip? Who’s in?

$Alphabet(GOOGL.US) Is Alphabet already pricing in most of its AI upside, or does cloud profitability still surprise to the upside?

Even if Robotaxi is years from profit, proving the tech works is a massive milestone

$1.5T valuation for SpaceX… Is the sky really the limit? How do we even model this?

I’ve learned to size COIN smaller than I think I should. The upside is real, but drawdowns arrive faster than expected.

$Tesla(TSLA.US) Tesla is back in the spotlight — up nearly 2%, and now planning to double the number of Robotaxis in Austin. Its AI chips and that billion-kilometer autonomous-driving dataset are undeniably hardcore, and Wall Street does seem a bit swayed by the raw tech strength. But with valuations stretched this high, long-term potential doesn’t mean you can just chase it now.A lot of the aggressive Robotaxi expectations are already priced in, while the real-world rollout and profit model are still big question marks. I’m watching cash flow and new-order numbers instead. Slow and steady is fine — I’d rather wait for the hype to cool before even thinking about a big position. Jumping in to catch a rebound just isn’t my style.

$Sandisk(SNDK.US) I took a sip of the soup. We still need to slowly reduce costs through T+0 trading.