Resolver-driven radar and ticker monitoring with null-safe catalyst hooks for the later 4B merge.
New ticker candidate TSLA detected in news.
TSLA Stock Hits Nearly 3-Week High: Nvidia Win Adds Muscle To ‘Physical AI’ Pivot Despite Optimus Delays Yahoo Finance
TSLA Stock Hits Nearly 3-Week High: Nvidia Win Adds Muscle To ‘Physical AI’ Pivot Despite Optimus Delays Yahoo Finance
TSLA calls paid off Closed 78 TSLA $370 calls and locked in $34,251.95 profit Sometimes the best move is taking the win before the market takes it back submitted by /u/Ill-Engineering2145 [link] [comments]
TSLA calls paid off Closed 78 TSLA $370 calls and locked in $34,251.95 profit Sometimes the best move is taking the win before the market takes it back submitted by /u/Ill-Engineering2145 [link] [comments]
TSLA Stock Looks ‘Slightly Undervalued’ To This Analyst — But The Roadster Is Barely Part Of The Bull Case Yahoo Finance
TSLA Stock Looks ‘Slightly Undervalued’ To This Analyst — But The Roadster Is Barely Part Of The Bull Case Yahoo Finance
Prediction: Here's What a $1,000 Investment in Tesla (TSLA) Stock Could Be Worth By 2036 Yahoo Finance
Prediction: Here's What a $1,000 Investment in Tesla (TSLA) Stock Could Be Worth By 2036 Yahoo Finance
Why Are BE, FCEL, GEV Stocks Rising Overnight? Yahoo Finance
The CyberCab is basically Uber without paying the driver. soon this can expand into food deliveries as well. We all know Elon will clear regulatory hurdles thourhg his connections. Not to mention that CyberCab launch has been well received so far and they have insane amounts of data from Tesla cars to further train their cars in harsh conditions like snow. Once consumers start buying cybercabs, people will start buying them for passive income inceasing supply so much that prices fall, meanwhile Uber has to deal with that while still paying drivers. UBER is done unless they come up with their own version but dont have resources like Tesla. submitted by /u/Organic-Amoeba-7520 [link] [comments]
Ok, listen up all my helmet wearing brethren. Maybe I had bought NBIS when it was $20 and then sold when it was $60. Why did you sell you might ask? Because I have no idea wtf they do. That's right, I dont understand it. What I do understand, is that I lost my path to an early retirement with that decision. With the stock now way up and teaming up with PLTR to destroy the world as we know it, I'm not sure that now is the best time financially to jump back in. Maybe I should have bought back when Butters Stotch was margin called, but if I was that smart I wouldn't be here. Anyway, point is, I need another chance, another shot, a triple deke that doesn't hit the goal post (Looking at you Emilio). That's when I found Boost Run. Originally a SPAC. A SPAC?! Yes, that's right. The exact thing that lost me money because I thought Don Jr was going to take me to Valhalla on PEW. This time it's different. **This is Nebius 2.0.** This is my chance - and yours, to 10x your port and then ride off into the sunset in Bangkok to chill with those lovely lady bois we all dream about for our retirement. Last quarter this company made moves. I asked chat to pull the data so I didn't have to. * **Revenue:** $31.1 million, up **270% year over year** from $8.4 million. * **Long-term contracted revenue (TCV):** **$1.9 billion**, including more than $1 billion of new contracts signed during Q2. * **Cash:** **$120.2 million** of unrestricted cash at June 30, 2026. * **2026 ARR target:** Management expects to exit 2026 at approximately **$400 million ARR**. * **Net cash-flow margin target:** Management is targeting a sustainable **15%–20%** in forward periods. * **Net income:** Q2 was approximately **-$75.1 million**, according to reported financial data; the loss was heavily affected by unusual/accounting items. * **Operating income:** approximately **-$12.9 million** for Q2. * **EBITDA:** approximately **$3.4 million** for Q2. * **Debt/financing:** Boost Run entered **34 finance lease agreements for GPU servers** during the first half of 2026. * **Capital deployment:** It has a **$1.44 billion Dell purchase agreement** fully committed/allocated and is pursuing another **$4–$5 billion** in compute hardware procurement. Damn bruh? Is that revenue up 270% yoy? Yea cuh, you read that correctly. Are they net positive and profitable? No, but who the fuck cares? What we want is to get in early and right now BRUN is down off its all time highs and resting around $17/share. Next point, this company runs only NVDA GPU's. Take a look at their website and see those chips lined up ready to be leased out by companies who need more computer. I don't know what the names mean or what they really do, but god damn, don't we all love computer? So what the fuck does Boost Run actually do? They buy a metric fuckton of NVIDIA GPUs, put them into data centers, and rent the compute capacity to companies that need AI infrastructure. Lets break it down like this. NVIDIA makes the cocaine, Dell delivers the cocaine, BRUN builds the warehouse, and AI companies are the degenerates doing lines off the server rack. I don't need to understand what any of this means. I just need to understand that people are paying BRUN to use their very expensive computers. You heard me mention SPAC before, they have warrants out for sure. However, those investors when they were able to sell, held. Is that investor confidence in a company? I believe so and it is a green flag. Green means go, homies. Lastly, I believe our supreme leader had mentioned DELL in his previous ramblings. The company that had a pothead on their television ads. C'mon is there anybody more relatable? How could they fire that guy? I'm not sure so pay attention. DELL recently went into a purchase agreement with BRUN for $1.44 billion. Do most companies lay out that kind of cah-sheesh if they don't believe in the product? Probably, not. Wtf do I know tho? I'm just a guy. If BRUN can turn that hardware into revenue at the rate management is projecting, the Dell agreement isn't just a gigantic expense, it's the machinery required to fulfill the contracts. If I was a gambling man, and I am. I lost 38K on 0DTE's last year. I would say that by fulfilling and gaining more contracts, means more revenue, and more revenue means they're more likely to turn net profitable, and therefore....gains. Anyway, I'm just trying to make some money before the TSLA Fuck Bot's take over our homes, our wives, and our lives. Good Speed Regards. Position: 1000 shares. Currently 5% of the port. Looking into options for February now but IV is shit. Will ctm. submitted by /u/Alwaysfavoriteasian [link] [comments]
Quick little 3x from puts after Robotaxi event LMAO submitted by /u/JigenRyu [link] [comments]
Quick little 3x from puts after Robotaxi event LMAO submitted by /u/JigenRyu [link] [comments]
Tesla (TSLA) Stock Trades Down, Here Is Why Yahoo Finance
Tesla (TSLA) Stock Trades Down, Here Is Why Yahoo Finance
Short TSLA from $383 yesterday - Exit today at $357, Open Calls at $352 Short SPY from $774 yesterday - Exit today at $769 - Open Calls at at $769 Yesterday I went around and trashtalk the Bulls, today I trashtalk the Bears. BULL BEAR BEAR BULL - MASK ON MASK OFF !! submitted by /u/IsaacVu404 [link] [comments]
Short TSLA from $383 yesterday - Exit today at $357, Open Calls at $352 Short SPY from $774 yesterday - Exit today at $769 - Open Calls at at $769 Yesterday I went around and trashtalk the Bulls, today I trashtalk the Bears. BULL BEAR BEAR BULL - MASK ON MASK OFF !! submitted by /u/IsaacVu404 [link] [comments]
U.S. Stock Market Moves | Tesla (TSLA.US) Drops 5% as Cybercab's Steering Wheel-Free Design Triggers Regulatory Scrutiny Moomoo
Was mocked and ridiculed weeks ago when I shared this yolo trade. Who's with spare 50k laughing now?? Yoloing them into Nike soon!! submitted by /u/creep911 [link] [comments]
https://preview.redd.it/3g12y42w9bnh1.png?width=977&format=png&auto=webp&s=0a8e191ffa5c2bc51d7ddf3e29e1a940c6b8192c I bought 50 call options on Tuesday. Although the expiration date is the 9th, I will most likely close the position today or tomorrow Tesla is holding its Cybercab launch event today at its headquarters in Austin, Texas submitted by /u/Feisty_Level_1412 [link] [comments]
TSLA Stock Hits Nearly 3-Week High: Nvidia Win Adds Muscle To ‘Physical AI’ Pivot Despite Optimus Delays Yahoo Finance
TSLA Stock Hits Nearly 3-Week High: Nvidia Win Adds Muscle To ‘Physical AI’ Pivot Despite Optimus Delays Yahoo Finance
TSLA calls paid off Closed 78 TSLA $370 calls and locked in $34,251.95 profit Sometimes the best move is taking the win before the market takes it back submitted by /u/Ill-Engineering2145 [link] [comments]
TSLA calls paid off Closed 78 TSLA $370 calls and locked in $34,251.95 profit Sometimes the best move is taking the win before the market takes it back submitted by /u/Ill-Engineering2145 [link] [comments]
TSLA Stock Looks ‘Slightly Undervalued’ To This Analyst — But The Roadster Is Barely Part Of The Bull Case Yahoo Finance
TSLA Stock Looks ‘Slightly Undervalued’ To This Analyst — But The Roadster Is Barely Part Of The Bull Case Yahoo Finance
Prediction: Here's What a $1,000 Investment in Tesla (TSLA) Stock Could Be Worth By 2036 Yahoo Finance
Prediction: Here's What a $1,000 Investment in Tesla (TSLA) Stock Could Be Worth By 2036 Yahoo Finance
Why Are BE, FCEL, GEV Stocks Rising Overnight? Yahoo Finance
The CyberCab is basically Uber without paying the driver. soon this can expand into food deliveries as well. We all know Elon will clear regulatory hurdles thourhg his connections. Not to mention that CyberCab launch has been well received so far and they have insane amounts of data from Tesla cars to further train their cars in harsh conditions like snow. Once consumers start buying cybercabs, people will start buying them for passive income inceasing supply so much that prices fall, meanwhile Uber has to deal with that while still paying drivers. UBER is done unless they come up with their own version but dont have resources like Tesla. submitted by /u/Organic-Amoeba-7520 [link] [comments]
Ok, listen up all my helmet wearing brethren. Maybe I had bought NBIS when it was $20 and then sold when it was $60. Why did you sell you might ask? Because I have no idea wtf they do. That's right, I dont understand it. What I do understand, is that I lost my path to an early retirement with that decision. With the stock now way up and teaming up with PLTR to destroy the world as we know it, I'm not sure that now is the best time financially to jump back in. Maybe I should have bought back when Butters Stotch was margin called, but if I was that smart I wouldn't be here. Anyway, point is, I need another chance, another shot, a triple deke that doesn't hit the goal post (Looking at you Emilio). That's when I found Boost Run. Originally a SPAC. A SPAC?! Yes, that's right. The exact thing that lost me money because I thought Don Jr was going to take me to Valhalla on PEW. This time it's different. **This is Nebius 2.0.** This is my chance - and yours, to 10x your port and then ride off into the sunset in Bangkok to chill with those lovely lady bois we all dream about for our retirement. Last quarter this company made moves. I asked chat to pull the data so I didn't have to. * **Revenue:** $31.1 million, up **270% year over year** from $8.4 million. * **Long-term contracted revenue (TCV):** **$1.9 billion**, including more than $1 billion of new contracts signed during Q2. * **Cash:** **$120.2 million** of unrestricted cash at June 30, 2026. * **2026 ARR target:** Management expects to exit 2026 at approximately **$400 million ARR**. * **Net cash-flow margin target:** Management is targeting a sustainable **15%–20%** in forward periods. * **Net income:** Q2 was approximately **-$75.1 million**, according to reported financial data; the loss was heavily affected by unusual/accounting items. * **Operating income:** approximately **-$12.9 million** for Q2. * **EBITDA:** approximately **$3.4 million** for Q2. * **Debt/financing:** Boost Run entered **34 finance lease agreements for GPU servers** during the first half of 2026. * **Capital deployment:** It has a **$1.44 billion Dell purchase agreement** fully committed/allocated and is pursuing another **$4–$5 billion** in compute hardware procurement. Damn bruh? Is that revenue up 270% yoy? Yea cuh, you read that correctly. Are they net positive and profitable? No, but who the fuck cares? What we want is to get in early and right now BRUN is down off its all time highs and resting around $17/share. Next point, this company runs only NVDA GPU's. Take a look at their website and see those chips lined up ready to be leased out by companies who need more computer. I don't know what the names mean or what they really do, but god damn, don't we all love computer? So what the fuck does Boost Run actually do? They buy a metric fuckton of NVIDIA GPUs, put them into data centers, and rent the compute capacity to companies that need AI infrastructure. Lets break it down like this. NVIDIA makes the cocaine, Dell delivers the cocaine, BRUN builds the warehouse, and AI companies are the degenerates doing lines off the server rack. I don't need to understand what any of this means. I just need to understand that people are paying BRUN to use their very expensive computers. You heard me mention SPAC before, they have warrants out for sure. However, those investors when they were able to sell, held. Is that investor confidence in a company? I believe so and it is a green flag. Green means go, homies. Lastly, I believe our supreme leader had mentioned DELL in his previous ramblings. The company that had a pothead on their television ads. C'mon is there anybody more relatable? How could they fire that guy? I'm not sure so pay attention. DELL recently went into a purchase agreement with BRUN for $1.44 billion. Do most companies lay out that kind of cah-sheesh if they don't believe in the product? Probably, not. Wtf do I know tho? I'm just a guy. If BRUN can turn that hardware into revenue at the rate management is projecting, the Dell agreement isn't just a gigantic expense, it's the machinery required to fulfill the contracts. If I was a gambling man, and I am. I lost 38K on 0DTE's last year. I would say that by fulfilling and gaining more contracts, means more revenue, and more revenue means they're more likely to turn net profitable, and therefore....gains. Anyway, I'm just trying to make some money before the TSLA Fuck Bot's take over our homes, our wives, and our lives. Good Speed Regards. Position: 1000 shares. Currently 5% of the port. Looking into options for February now but IV is shit. Will ctm. submitted by /u/Alwaysfavoriteasian [link] [comments]
Quick little 3x from puts after Robotaxi event LMAO submitted by /u/JigenRyu [link] [comments]
Quick little 3x from puts after Robotaxi event LMAO submitted by /u/JigenRyu [link] [comments]
Tesla (TSLA) Stock Trades Down, Here Is Why Yahoo Finance
Tesla (TSLA) Stock Trades Down, Here Is Why Yahoo Finance
Short TSLA from $383 yesterday - Exit today at $357, Open Calls at $352 Short SPY from $774 yesterday - Exit today at $769 - Open Calls at at $769 Yesterday I went around and trashtalk the Bulls, today I trashtalk the Bears. BULL BEAR BEAR BULL - MASK ON MASK OFF !! submitted by /u/IsaacVu404 [link] [comments]
Short TSLA from $383 yesterday - Exit today at $357, Open Calls at $352 Short SPY from $774 yesterday - Exit today at $769 - Open Calls at at $769 Yesterday I went around and trashtalk the Bulls, today I trashtalk the Bears. BULL BEAR BEAR BULL - MASK ON MASK OFF !! submitted by /u/IsaacVu404 [link] [comments]
U.S. Stock Market Moves | Tesla (TSLA.US) Drops 5% as Cybercab's Steering Wheel-Free Design Triggers Regulatory Scrutiny Moomoo
Was mocked and ridiculed weeks ago when I shared this yolo trade. Who's with spare 50k laughing now?? Yoloing them into Nike soon!! submitted by /u/creep911 [link] [comments]
https://preview.redd.it/3g12y42w9bnh1.png?width=977&format=png&auto=webp&s=0a8e191ffa5c2bc51d7ddf3e29e1a940c6b8192c I bought 50 call options on Tuesday. Although the expiration date is the 9th, I will most likely close the position today or tomorrow Tesla is holding its Cybercab launch event today at its headquarters in Austin, Texas submitted by /u/Feisty_Level_1412 [link] [comments]
https://preview.redd.it/3g12y42w9bnh1.png?width=977&format=png&auto=webp&s=0a8e191ffa5c2bc51d7ddf3e29e1a940c6b8192c I bought 50 call options on Tuesday. Although the expiration date is the 9th, I will most likely close the position today or tomorrow Tesla is holding its Cybercab launch event today at its headquarters in Austin, Texas submitted by /u/Feisty_Level_1412 [link] [comments]
Why Are Nasdaq, S&P 500 Futures Rising Premarket? TSLA, AVGO, SNOW, HPE, PLTR, LULU Stocks In Focus Yahoo Finance
Why Are Nasdaq, S&P 500 Futures Rising Premarket? TSLA, AVGO, SNOW, HPE, PLTR, LULU Stocks In Focus Yahoo Finance
Hi there WSB, A truly regarded take coming in. Stay patient with me. I need an outlet because the safe space at self driving subreddit kicked me out for telling the truth. Before getting into it…. Yes I’m an Elon-ite, glazer, bag holder - pick your favorite term. I accept your distaste. Context of the post and why now: many people have been laughing about Tesla self driving, saying it’ll never happen. People point to the forward PE and call it a meme stock. However, here is some information (some directly verifiable, some inferred from the on the ground reporting): Tesla has become SIGNIFICANTLY more confident in the performance of unsupervised FSD over the past 2 months. Even for me, a hyperbull, I was extremely disappointed in the stalling out of the unsurpervised rollout. However, now - in 6 geofences (Austin and Dallas being by far the largest, and Houston/tampa/orlando) EVERY single ride you call will be completely unsupervised with nobody in the car but you with operating hours now expanded into the night (now 6am - 10pm). There has been a very significant increase in the number of cars, and I estimate (looking at wait times across geofences, car spots, on the ground reporting) there are well over 100 model ys being run today unsupervised. By end of the month I bet it’ll be several 100. Now the data: EU leaked data for FSD looks insanely clean. But what matters even more is the NHTSA monthly reporting on unsupervised miles (low, in the 200ks for Q1 and Q2) where there were effectively NO issues. Tesla has now rolled out v15 and this company has an insane amount of data and dashboards on the performance of the software and likelihood for an untoward event across their unsupervised robotaxis, employee testing, and consumer fleet running software in ghost mode. I’m happy to give more details on the performance and statistics in the comments, needless to say it is essentially a PERFECT RECORD. They have started to go crazy with adding cars quickly. This all leads up to tomorrow’s cyber cab event where their purpose designed autonomous vehicle will start slowly entering the fleet. This thing will ultimately be made for sub 20k and is engineered specifically for cost per mile and speed of manufacturing. Now the economic thesis: Tesla has the opportunity to scale quicker than any western auto manufacturer. They have about 2000 cyber cabs sitting in parking lots across America waiting to be turned on (they just started making them in May and are ramping). They can make these (and model ys) very efficiently. They have the service infrastructure, they own the charging infra, and are building out further operations. In western markets, Tesla will be able to offer a cost per mile that waymo and av ride simply cannot match (though I recognize waymo/Google can compete forever). Onto TAM: this is widely misunderstood to be limited to the combined market caps of uber and Lyft. However, this misses that as the price of a good or service drops precipitously you see a correspondingly larger shift in the utilization of that product. Eventually, people will stop buying a second car, then people will go careless. This will take years, and I plan to long term hold forever: but teslas semi truck rolls off the production plant later this month. They will displace ride share, car ownership (to some degree), trucking and logistics, car insurance, regional flights. This will cause customers to also buy personal Tesla cars which will further accelerate gross margins and FSD software as a service sales. This is all before they put a robot in the car and do deliveries. Guys… the data is fucking good and they are expanding quickly. They have been very cautious and will continue to be. However, Ashok (read: not Elon, this man hits his goals) guided for “double digit week on week growth in unsupervised miles” post v15 and I think they are currently well above that target. 33 driverless, steering wheel less cyber cabs were spotted today in Austin ahead of tomorrows launch (this launch will be cautious imo though - too much to lose and very little to gain to go too quickly on day 1). Strap in, strap on - this thing is on. I’ll be in the comments to address any specific non EDS comments. Thank you for listening to this deranged Ted talk. submitted by /u/AnxietyCommercial632 [link] [comments]
Tesla Stock in 2027: Why I Think TSLA Still Has Room to Run Yahoo Finance
Tesla Stock in 2027: Why I Think TSLA Still Has Room to Run Yahoo Finance
Looking at tsla’s chat move today, I think closing my tsla calls around 10:30 yesterday morning was the right call. Do you guys think tsla keeps running tomorrow? I still struggle with FOMO when trading. Honestly, I’m tempted to buy tsla calls again. Should I jump back in? submitted by /u/DirectionOl [link] [comments]
Gather around, regarded people. Today I'm offering a life changing opportunity. To profit from the largest bubble in history of mankind. You think 1929 was bad? How about 1987? Maybe Dotcom? 2008? COVID? Well, it's going to be all of that together. Because this time the source if going to crash. I'm talking about the U. S. of A. Home of the AI bubble. So, if you reached this point reading, you might be wondering what's the supporting theory of this fucking idiot. How many times have you heard that the US Treasury bonds are the safest asset in the world? They're the benchmark to measure risk regarding (LOL) stonks. You compare the US10YT to other 10 year bonds, to evaluate risk premium. A little reminder about yield's physiology: in essence yields are a risk measurement. I'll give you my money in return of more money later. If you are a honest dude, you'll likely pay me back on time. On the other hand, if your a POS, you'll be less likely to pay me back. So what I'm going to do to make profit off of giving money to someone that I might never see again. I'm going to ask more money in return when he (if he does) pay back. I'm getting paid better to assume more risk. Right now the world is telling the USA that they're a risky play. You remember bonds, right? 5% yield. Your gramma boomer has them. Boring. But what if you create an instrument whose underlying asset are US bonds. Because, how's the US not going to pay its mortgage. US bonds are about to become junk. There's a little detail about the US: they print their own money, and they print a lot. The only way to get out of this mess is either with hyperinflation, which will push yields higher and devalue currency, currency on its way to lose reserve status, by the way; or with a depression that lowers interest rates. Either way, it's fucked. A little cocktail of shit: -1929: you had a lot of wealth inequality and shoeshine boy invested. Check. -1987: low ERP. Check. -Dotcom: thousands of companies without profit, burning money. PE in the sky. Check. -GFC: someone leveraged to the tits on AAA bonds that turned out gay? Check. -Covid: ok, we don't have a pandemic with an insta recession (yet). But, we do have a lot of money printed from then. Still circulating. Inflation still high and low GDP growth, with phony numbers, of course. -Since we're talking about GDP, let's remember grampa Buffet and his index: at 200%+. -You're a watching in real time the fall of an empire. The thing is that empires in decadence turn violent. Check. It's going to get fucking ugly. Depending on where you are on the K economy, will be your fate. And as always, immigrants and poor people will be blamed. So I'm leveraged 5xShort ETF for NASDAQ, DXY, TSLA, META. Long some Euro bonds, Euro Defence, Uranium and Nuclear Tech, Gold. I'm not going to post my positions because fuck you. Either believe me or don't. Look at the data yourselves. Thank you for your attention to this matter. Regards submitted by /u/Javier-AML [link] [comments]
TSLA Stock Eyes Another Winning Week: Nevada Clears Up To 5,000 Robotaxis, Musk Sees ‘Crazy’ Tesla Growth Yahoo Finance
TSLA Stock Eyes Another Winning Week: Nevada Clears Up To 5,000 Robotaxis, Musk Sees ‘Crazy’ Tesla Growth Yahoo Finance
Tesla (TSLA) Stock Is Up, What You Need To Know Yahoo Finance
Tesla (TSLA) Stock Is Up, What You Need To Know Yahoo Finance
Okay, this is pure speculation, but after the recently announced Tesla/Sunrun/Renew Home partnership, I keep coming back to one comparison. Tesla bought SolarCity in 2016 for roughly $2.6bn. At that time it was a pretty straightforward combination of rooftop solar + Powerwall + Tesla's energy ecosystem and the fact that it was Elon's brother's company 😀. So, fast forward ten years and Sunrun is worth roughly the same proce, going on the share price today, but the strategic advantage has changed. Tesla isn't just a car/battery/solar company anymore. It's building an increasingly power-hungry AI infrastructure around FSD, Robotaxi and Optimus. Meanwhile, Sunrun has a massive installed base of residential solar and batteries, customer relationships and, importantly, grid-connected distributed energy assets. The new partnership is talking about aggregating up to roughly 16 GW of flexible distributed capacity and potentially supplying capacity to utilities and data centres. So here's my WallStreetBets question. Could Sunrun effectively be SolarCity 2.0 for Tesla, except this time the real prize isn't selling rooftop solar, it's gaining access to a huge distributed energy network that can support AI/GPU demand? Tesla could potentially combine Sunrun's distributed solar/storage footprint with Powerwall, Megapack, Tesla Electric, VPP software and eventually EV batteries. Add regional GPU/data-centre infrastructure and you start getting something that looks less like a solar business and more like a distributed energy + compute network. Of course, Tesla doesn't actually need to buy Sunrun. It could stay asset-light and use Sunrun and others as partners while Tesla owns the software/orchestration layer. Sunrun also brings a complicated financing/debt structure that makes the real acquisition economics very different from simply looking at its market cap. However, at such a market cap, compared to Tesla, they could do a share for share swap, and clear the debt by simply selling shares to pay it down and likely wouldn't even create a dent in Tesla valuation. I mean, Tesla already made essentially this strategic bet once with SolarCity. So what did Tesla think it was buying for $2.6bn with SolarCity in 2016, versus what could it buy for roughly the same equity value with Sunrun today? And if electricity/grid access becomes one of the major bottlenecks to AI expansion, is the market valuing Sunrun as a residential solar company when Tesla might value it as distributed energy infrastructure? No evidence Tesla is planning an acquisition. Just connecting some dots. Thoughts? submitted by /u/Barquish [link] [comments]
Michael Burry is reducing his overall market exposure and raising cash while maintaining a short bias, as a recent rally pushed his short portfolio into losses. submitted by /u/nornalplacard [link] [comments]
Michael Burry is reducing his overall market exposure and raising cash while maintaining a short bias, as a recent rally pushed his short portfolio into losses. submitted by /u/nornalplacard [link] [comments]
The other night, I posted the thesis below for going long SPCX and was widely ridiculed by most of the commenters before the Mods removed my post. Yet again the collective (lack of) wisdom of WSB proved to be of great benefit to me. Thanks haters! Have fun staying poor. Original Post: Everyone in the news and on social media has been talking about SPCX lockup expiration nonstop. Everyone assumes that the stock will crash hard on 8/6 because Insiders are going to dump their shares. Here’s what they don’t appreciate: - The Insiders who invested with Elon Musk are some of the biggest Elon Cultists in the world. They are not dumping their shares all at once. Many of those people are already rich. They would rather choose to let a substantial amount of their investment ride with Elon to get a decent return in the next few years than to sell all of their SPCX now and trigger a major tax liability. - Most of the Insiders are sophisticated institutional investors. Many have either hedged against this drop in price while their shares have been locked or borrowed against their shares to gain access to liquidity from a bank without having to sell their shares. - It is clear from the SPCX conference call that Elon Musk is now all-in on SPCX in terms of his focus. I thought that was the best conference call Elon Musk has done in years. You could hear it in his tone. He has more faith in SPCX than any other company he is involved with. This means that the Elon Cultists will now slowly shift their capital from TSLA over to SPCX. This paradoxically will make TSLA cheaper which will increase the odds SPCX buys it. SPCX is gonna re-test 200 before it ever sees 80. submitted by /u/JoeBucksSafeWord [link] [comments]
Tesla is building a monster Terafab chip complex - these stocks could also benefit (TSLA:NASDAQ) Seeking Alpha
Tesla is building a monster Terafab chip complex - these stocks could also benefit (TSLA:NASDAQ) Seeking Alpha
Everyone in the news and on social media has been talking about SPCX lockup expiration nonstop. Everyone assumes that the stock will crash hard on 8/6 because Insiders are going to dump their shares. Here’s what they don’t appreciate: - The Insiders who invested with Elon Musk are some of the biggest Elon Cultists in the world. They are not dumping their shares all at once. Many of those people are already rich. They would rather choose to let a substantial amount of their investment ride with Elon to get a decent return in the next few years than to sell all of their SPCX now and trigger a major tax liability. - Most of the Insiders are sophisticated institutional investors. Many have either hedged against this drop in price while their shares have been locked or borrowed against their shares to gain access to liquidity from a bank without having to sell their shares. - It is clear from the SPCX conference call that Elon Musk is now all-in on SPCX in terms of his focus. I thought that was the best conference call Elon Musk has done in years. You could hear it in his tone. He has more faith in SPCX than any other company he is involved with. This means that the Elon Cultists will now slowly shift their capital from TSLA over to SPCX. This paradoxically will make TSLA cheaper which will increase the odds SPCX buys it. SPCX is gonna re-test 200 before it ever sees 80. submitted by /u/JoeBucksSafeWord [link] [comments]
This is a pretty simple thesis. We all know about the first SPCX lockup expiry tomorrow. People selling will need a place to park their money. These Elon fan boys will be running to TSLA. I mean running. They might be thinking that with a likely merger in the future, they'll still be holding SPCX anyway, even after selling. Plus almost every big tech stock has had a pretty good move with the recent bounce back. TSLA has not. This is like a coiled spring. I've loaded up on TSLA and TSLL calls expiring over the next 3 Fridays. LFG!!! submitted by /u/ChrisG1456 [link] [comments]
This is a pretty simple thesis. We all know about the first SPCX lockup expiry tomorrow. People selling will need a place to park their money. These Elon fan boys will be running to TSLA. I mean running. They might be thinking that with a likely merger in the future, they'll still be holding SPCX anyway, even after selling. Plus almost every big tech stock has had a pretty good move with the recent bounce back. TSLA has not. This is like a coiled spring. I've loaded up on TSLA and TSLL calls expiring over the next 3 Fridays. LFG!!! submitted by /u/ChrisG1456 [link] [comments]
$5,000 challenge day 1" title="$200 > $5,000 challenge day 1" /> Basically gonna yolo $200 I had laying around on $QQQ & $TSLA 0dtes’s to $5,000. +$15 on the first day, so got $215 so far. See ya guys on day 2! submitted by /u/LongjumpingSundae343 [link] [comments]
$5,000 challenge day 1" title="$200 > $5,000 challenge day 1" /> Basically gonna yolo $200 I had laying around on $QQQ & $TSLA 0dtes’s to $5,000. +$15 on the first day, so got $215 so far. See ya guys on day 2! submitted by /u/LongjumpingSundae343 [link] [comments]
Managed a perfect July 2026, only my second month ever with no red days. Traded predominantly 0DTE options on $QQQ . With a small amount of trading in $MU, $NVDA , $AAPL and $TSLA too. Attached screenshot of YTD calendar and stats too (red Feb, green June & July). Positions for July in last screenshot. Capital on trading account is always $30k of my own cash (no margin or leverage). I traded every day I was available. All profits realised and I move 50% of profit into my long term (boring) life / investment account (index funds) after each trading session ends. Now, if I can keep this up for 3 more months I can finally buy a 2008 Honda Accord in Mystic Green Metallic. submitted by /u/PersianMG [link] [comments]
Managed a perfect July 2026, only my second month ever with no red days. Traded predominantly 0DTE options on $QQQ . With a small amount of trading in $MU, $NVDA , $AAPL and $TSLA too. Attached screenshot of YTD calendar and stats too (red Feb, green June & July). Positions for July in last screenshot. Capital on trading account is always $30k of my own cash (no margin or leverage). I traded every day I was available. All profits realised and I move 50% of profit into my long term (boring) life / investment account (index funds) after each trading session ends. Now, if I can keep this up for 3 more months I can finally buy a 2008 Honda Accord in Mystic Green Metallic. submitted by /u/PersianMG [link] [comments]
Greetings fellow regards. I present you with my rambling Michael-Burry-style conspiracy theory. SpaceX the space launcher SpaceX. A highly-renown space launcher years ago, perhaps as far back as a decade ago. A company that built rockets and built them well, phasing out "old space" companies that served the US government at ludicrous prices and thus earning itself contract after contract after contract. Arguably ignited a new space race with its advancements and achievements, to date having about 700 launches and 99.5% success rate (depending on who counts it and how). It is still ahead of pretty much any space launcher by a decade's worth of a moat and will continue getting contracts from the government. It also started producing and launching its own satellites, dubbed starlink, which in 2025 generated ~$11.4b revenu of which ~$4.4b was profit. Overall, a great business so far. People were outright buying TSLA as a way to "get exposure to SpaceX". Then it started producing Starship, a ~5000ton (11m pounds) vehicle that many argued could never even fly, and yet it does. It is so unprecedented and groundbreaking, it is expected to create a market through unlocking new possibilities that no one knows about yet. Cost of production supposedly costs ~$100m but the theoretical reusability if they ever manage to make their engines stop malfunctioning and properly very very gently land these 5 000 tons (11m pounds) without slamming them into a surface could lower the cost of launch significantly. So this theoretical achievement with its theoretical market could theoretically be worth a lot of money. SPCX with all its merged/acquired entities valuation throughout the years https://preview.redd.it/8v5gvljc0qgh1.png?width=277&format=png&auto=webp&s=51a4a845d93c75460566073a00f9c2e54f327fe4 admittedly the graph's straight lines are a bit misleading but it does provide a nice sense of scale Other important dates are $350b in December 2024 and $800b in December 2025. The merger with xAI valued xAI at $250b and SpaceX at $1T, this was in February 2026. In the 4 months later the combined entity's valuation jumped by $500b. Something to pay attention to is that this company was valued at $36b in 2020, $100b in 2021 and 180b in late 2023. These are the times one could argue it had a reasonable evaluation by current market standards. Now, some of you might accuse me of throwing this out on pure vibes but I'm more writing down what seemed to be the general sentiment I've seen among space stock communities, and this is despite Starship's first launch in April 2023 when it violently exploded 4 minutes after liftoff. To be fair, rocket science is difficult and notorious for its delays and first launches tends to fail. But the reason I titled the post this way and what my DD revolves around is that this has long since no longer been a company valued on its space launch capabilities. They are, ultimately, just an enabler. The market for launch exists but there's only so many companies that want to strap millions' worth of cutting-edge technology to tons of explosives trying to reach hundreds of miles/kilometers in the sky. Not that it can't be useful, but if something goes wrong your investment is just gone and even if it reaches orbit there's quite a bit of time until it pays off the investment. And most need far more than a satellite or two. So the truly important thing is the potential market. What CAN you do with the ability to send Starship's claimed 150 tons (330k pounds) to orbit? Well, so far you can take pictures of Earth. And telecommunications too, internet and mobile service. There are some novel concepts trying out things, such as manufacturing in 0 gravity or bioengineering in 0 gravity or other interesting stuff but those are slightly less theoretical (as in, proof of concept works but scale is questionable) as what Elon Musk decided to be the core of his business. AI data centers. SPCX is an AI company And here, after the lengthy exposition necessary for understanding the company, is where I reveal the core of my thesis. This is now an AI company. It bought xAI with its grok models and Collosus 1 and 2 data centers housing hundreds of thousands of high-end Nvidia GPUs and that was already valued as a significant part of its valuation it the sham contract that could've said anything as it was agreed between Musk and Musk. Internal investors were almost certainly dangled promises of the direction and plans of the company to invest more money in it. With this in mind it starts to make a bit more sense how exactly the valuation of the company exploded from $100b in 2021 to 180b in 2023 and then $350b in 2024 followed by $800b in 2025. The AI craze was going full tilt, after all. And it's good to remember that while the valuation skyrocketed from private investments, it's not like the company itself got hundreds of billions. They got about... $5b since 2020. Suddenly starts making sense why they wanted to IPO and raised money shortly after the IPO, doesn't it? The company's assets themselves are valued at ~$100b right now and you have to remember a lot of that is hundreds of thousands of high-end GPUs for xAI's Collosus data centers that can cost $50k each, with some claims of them selling for even higher. GPUs that get rapidly devalued every time a better GPU gets released. Let's not forget the data centers as a structure, and all the cooling and what not also cost in the billions. We know SpaceX is renting out their datacenters' capacity. Which means they're not using it for grok, which despite its great name stolen inspired from Heinlein's "Stranger in a Strange Land", is not nearly as great of an AI. You don't hear much about grok, you hear mostly about ChatGpt, you hear about Claude, you hear about Deepseek. If you're a bit more into it, you might also hear Kimi, GLM and Qwen. It's not that you don't hear about grok. But it's not particularly standing out either. They even made an AI waifu in lingerie out of it to try to get more attention and it's still not particularly popular. So, what is the business plan to profit? Space datacenters. Taking ridiculous amounts of sensitive hardware or hardware manufacturing hardware to space and making datacenters there.... barely reasonable, on purely theoretical grounds. Let's say you just somehow achieve that. Then you somehow build these massive datacenters in the vacuum of space . How do you disperse the massive quantities of heat they generate so they don't melt themselves? You can strap the typical closed-loop cooling systems that already exist on Earth to them and that's cool and all but how do you vent the heat OUT of the system. There is no air to transfer heat. There is no water, or soil or gas anywhere that the cooling itself can exchange that heat with. It can't dump infinite amount of material from the very much finite datacenter either. SPCX's supposed solution is supposedly converting it to infrared light. This is, obviosuly, horribly inefficient. Depending on how much heat they're actually venting the size of the radiators emitting the heat as infrared light range between several football fields in size to larger than most cities on the planet . Yes, several football fields is the low estimate . As you can imagine getting all this to space weights ... a lot. And it has to work, and it has to be maintained and in a few years all those GPUs will be obsolete. There's also other tiny problems like actually powering it. They're genuinely making a business plan based on constructing something the size of a city (at least in terms of square area) in space as a prerequisite to become profitable under improved in comparison to the current market conditions. SPCX stock sentiment after IPO I've seen it. You've seen it. Everyone has seen it. There are those that are/were interested in buying the shares. A lot wanted to get in and get out when the initial rally dies off. And it turned out to be a good play, it shot to ~$225. There's plenty of people who bought or are buying because they think it'll be the next TSLA. But you've also seen the skepticism. Those who think it's massively overvalued. Those that refuse to even touch it. Those who short it. Those whose mention to anything related not even to SpaceX but to Musk himself is always vile. Musk had a rather big reputation and has had one for quite a while but while it was polarizing to most, it has shifted towards a significantly more negative sentiment in the past few years. DOGE was not nearly as useful as promised, he pretty much lost any respect from any gamer who so much as heard about his gaming stream, his raised hand gesture to the public is still circulating, he got on the administration's bad side, his promises for TSLA have been running for over 10 years with barely anything promised actually delivered, he "scammed" investors in various ways, particularly notable how the xAI merger triggered milestones related to that gave Musk a lot of shares for "becoming a $1T company" and in general has gained a bit of a "scammer" reputation in the finance world even before this. TSLA merger. Almost certainly what Musk wants, as he no longer has sole discretion over it, while he does in SPCX. Practically not possible. SPCX is a US national security interest/concern. TSLA has a major market in China and a potential merger makes it a China national security interest/concern. The merger is so impossibly unlikely, which isn't to say Musk mentioning it on the earnings call can't have a temporary positive effect on the price of either stock, that rumors appeared that TSLA might sell or in another way divest itself of its chinese holdings. Musk denied this but who knows. Either way the point is it's not happening. AI bubble If you haven't heard of it then you live in a cave. Everyone has heard this could be a bubble. Some argue that since it's a good technology it can't be a bubble. Those people haven't read the history of the railway bubble or the dot com bubble, to name a few of the most obvious ones. So, really, it's not a question of whether there's good AI companies because the bubble exists anyway. And with SPCX being valued as a AI company it's a part of it. And as the first AI company to IPO with several rules bent for it and the largest IPO market cap in history it is in the eyes of literally everyone with even a remote interest in the stock market and plenty that don't even have that interest. Meanwhile, record AI hardware profits are being posted left and right with over a trillion dollars revolving in that circlejerk, making up a significant % of the US economy's GDP by simply being moved around with one contract or another as a promise for future spending. And despite that, KOSPI had dropped ~40% in the past month or so. Yes, it rallied 18% on Friday. That's good right? Right? Wrong. KOSPI is an index. Until pretty much 2026 it was moving at 1.0% to 1.5% /day. In 2026 it averages about 6%/day. Now it moved 18%/day. If you still don't grasp why this is significant, try to imagine a market in which SPY moves 18%/day and what that would mean. If I had money in SPY and it rallied 18% I'd be shitting myself out of fear what the next day will bring. Could be +18%. Could be -18%. Where could it be in a week? Could be +100%. Could be -100%. Who the fuck knows at that kind of volatility? Yes, it's heavily dominated by a few companies, with Samsung and SK making ~50% of it and the top10 making up ~63% of it. But while that is indeed not quite the same as US market, US market's top10 companie are still ~38% of it so it's not like the parallel doesn't exist. Nvidia or Apple being down 40% in a month and moving 18%/day would still be a "everybody panic" type of thing imo. I don't think it'd be too much to say the AI and AI-related stocks are being kind of weird right now. And I think SPCX is the reason. Maybe they aren't, but importantly it can't be proved that they aren't and that matters because it's not just me that might reach this conclusion, it can be some fund with billions in AUM. SPCX has dropped over 50% from its peak in less than a month. The AI craze is not there for it. And soon we have catalyst after catalyst after catalyst on the stock price. straight from SEC official documents: https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm#id286866c4c474ba490d6531a57db9e93_1392 So, finally, here's what I think and my positions. There are massive amounts of justifiable fear, uncertainty and doubt about SPCX but they go far beyond SPCX itself. They're doubt in its management, doubt in AI, doubt in the bubble, doubt in the administration's position on it, doubt in the public sentiment towards Musk's timelines and promises. Due to how prominent it is, it is and will be used as a gauge towards the AI bubble. Musk IPO-ed because the company is burning through money and they need more of it, after failing to come up with a more grounded business model for income that will fund them. They structured the lock-up expirations on the assumption they can do another TSLA where investors will be happy to slowly sell off their shares as the price is solidly in the green compared to IPO but what they have created instead is a year-long chain of "why would I buy now when there's so much more selling on the horizon" to any investor who spends even 10 minutes looking up what they're buying. And the profits the early investors are sitting on probably go as high as +10 000%, making it virtually impossible that no one will sell and we're already looking at -3%/day and they're going to increase the publicly-traded float by +150% just 2 days after the earnings call scheduled for August 4. As a result, not only do I predict SPCX will have a massive sell-off in the near future that might very well last for months, with some short-covering inbetween, but it might actually pop the entire AI bubble and take down all markets with it. So my positions are some puts dated to january 2027, capturing a significant number of the lock-up expirations. I've also included some other bearish positions of some interest, given the broader prediction I'm making. https://preview.redd.it/8jg4tes0uqgh1.png?width=826&format=png&auto=webp&s=a1e0eed99b1ff1b894d99e58d3e9854536d42bc9 I'm also considering buying some far OTM calls for SPCX, because while I consider it very likely all this will materialize in at the very least a significant sell-off on SPCX, it not materializing will conversely mean it rockets to the skies so I might pick up some cheap bull call spreads. I can't even imagine the possibility of the stock trading flat. Exit strategy Vibes. Well, not really, if the stock is moving at ~2%/day even after 10 trading days after the earnings call then the thesis is almost certainly invalid. Otherwise, so long as the volatility is high there's a decent chance it plummets at any point. I have strong directional conviction but a volatility play for lower profit is fine too. submitted by /u/CrimsonRunner [link] [comments]
Should I roll it guys submitted by /u/Loose_Jackfruit_3104 [link] [comments]
Should I roll it guys submitted by /u/Loose_Jackfruit_3104 [link] [comments]
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