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vincentheng8
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07-20
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Maverick AI
·
07-20 16:17

Tesla Q2 Preview: Strong Deliveries, Heavy Spending, Flying SpaceX

Key Takeaways Q2 deliveries rose 34% QoQ to 480,126 vehicles. Deliveries exceeded production by 28,368 units, helping reduce inventory. Revenue may rise 23% QoQ, while gross margin may fall to 19.5%. Energy storage deployment jumped 53% QoQ to 13.5GWh. Q2 free cash flow may fall to negative US$3.25 billion. Capex may reach US$6.70 billion, equal to 24% of revenue. Robotaxi, FSD and Optimus still need clearer operating data. Terafab may support Tesla’s chip supply, but could add funding pressure. TSLA still trades at about 305 times 2026 GAAP earnings. $Tesla Motors(TSLA)$ will report its Q2 2026 results after market close on 22 July.$Direxion Daily TSLA Bull 2X Shares(TSLL)$
Tesla Q2 Preview: Strong Deliveries, Heavy Spending, Flying SpaceX
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274
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DavidSG
·
07-20 06:16
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74
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pohyc
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07-20 06:47
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336
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Orange Peel 细水長流
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07-20 06:56
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243
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Wayneqq
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07-20 08:52
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129
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Trend_Radar
·
07-20 15:51

$SWKS Rebounds From Semiconductor Selloff: Can Bulls Reclaim $60?

$Skyworks Solutions(SWKS)$ $Skyworks Solutions (SWKS) Rebounds +2.98%: Semis Rebound, Testing $60 Resistance 📈 Latest Close Data: SWKS closed at $59.35 on 2026-07-20, up +2.98% ($1.72). It's still ~34.7% below its 52-week high of $90.90. 🔍 Core Market Drivers: The broader semiconductor sector is experiencing a rebound after recent heavy selling pressure, as seen with the Philadelphia Semiconductor Index entering a technical bear market. A recent KeyBanc downgrade to Sector Weight (from Overweight) on July 15th likely contributed to recent weakness, but today's bounce suggests potential oversold conditions. 📊 Technical Analysis: Volume was elevated at 5.82M shares (Volume Ratio 1.32), indicating strong participation in the rebound. RSI (6) is at 43
$SWKS Rebounds From Semiconductor Selloff: Can Bulls Reclaim $60?
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87
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lyKeoh
·
07-20 09:16
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159
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Moolele
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07-20 09:17
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290
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AMDidass
·
07-20 10:38
$Advanced Micro Devices(AMD)$  see the price once again! It's giving us chance to make profit from this perfect share again! $NVIDIA(NVDA)$  same for this too! Let's buy when it drops and hold for more profit then sell! Let's go!
$Advanced Micro Devices(AMD)$ see the price once again! It's giving us chance to make profit from this perfect share again! $NVIDIA(NVDA)$ same for...
TOPwobee: AMD valuation really cheaper than Nvidia? I'm holding and watching
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204
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LiverpoolRed
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07-20 11:10
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609
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DaraC
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07-20 13:23
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896
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ShayBoloor
·
07-20 14:49

AI Trading Ideas: How to Embrace the AI Booming?

Hello everyone! Today i want to share some ai trading ideas with you! 1 $AST SpaceMobile, Inc.(ASTS)$ filed for 30 day FCC authorization to test direct to device broadband on 800 MHz spectrum using standard smartphones. The spectrum sits beside the $AT&T Inc(T)$ and $Verizon(VZ)$ bands already leased to AST potentially expanding coverage and capacity. 2 Wolfe Research sees $NEBIUS(NBIS)$ reaching $30B in revenue and $21B in EBITDA by 2030 with the ramp beginning in 4Q26 as Vineland comes online and unlocks more contracted revenue. That path is backed by $46B
AI Trading Ideas: How to Embrace the AI Booming?
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200
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Longacres_Finance
·
07-20 14:44

ALV: Autoliv looks like a Compelling Investment as the Global Leader

$Autoliv(ALV)$ Autoliv looks like a compelling investment as the global leader in automotive safety systems (airbags, seatbelts, steering wheels) with ~44% market share and consistent outperformance versus light vehicle production. It delivers resilient demand from rising safety content per vehicle, margin expansion to 10.5-11% in 2026, strong cash flow for buybacks ($300 - $500 planned) plus a ~2.9% dividend, all at an attractive ~12x P/E. According to Yieldr the stock appears to be trading for a small discount at this time. What are your thoughts?
ALV: Autoliv looks like a Compelling Investment as the Global Leader
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122
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Invest In Assets
·
07-20 14:34

Trading Ideas: How to Invest?

Hello everyone! Today i want to share some trading ideas with you! 1 Bill Ackman's investing principles: 2 Cannibal stocks (Buy back compounders): 3 The 5 deadly sins of an investor: 1. Waiting for the next crash to invest 2. Emotional-based decision making 3. Trading too much (Your portfolio is like a bar of soap...) 4. Trimming winners to buy more losers 5. Chasing the next big thing What else? 4 Apple is very overvalued in my view. ~35x fwd earnings and expecting to grow 10% annually. Iconic business, but way too pricey $Apple(AAPL)$ 5 Broadcom boasting 47.9% YoY revenue growth (+$7 billion) is just incredible. A company to watch in the near term $Broadcom(AVGO)$ 5 The s
Trading Ideas: How to Invest?
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XAUUSD Gold Traders
·
07-20 14:30

GOLD IS Forming a Short-term Upward-sloping Support Line

$XAU/USD(XAUUSD.FOREX)$$Gold - main 2608(GCmain)$ Technical Analysis: Looking at the (H1) candlestick chart, the market as a whole is currently in a correction and consolidation phase following a period of consolidation at high levels, with buying momentum driving a rebound near key support levels in the short term. The price is currently trading at $4,011, down slightly by about 0.15% on the day. The latest one-hour candlestick closed as a bullish candle with a long lower shadow; the price briefly dipped to around 3,982.72 before being quickly pulled back by buyers, indicating significant buying support in the range from the 4,000 psychological level to the 3,9
GOLD IS Forming a Short-term Upward-sloping Support Line
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581
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MMMTWealth
·
07-20 14:37

Here's a thought experiment on the longer term robotics TAM.

Probably worth a read for those who have lost a bit of faith in robotics plays like $Ouster Inc.(OUST)$ at $2.5B MC or Harmonic Drive (6324) at $4.3B MC or $Churchill Capital Corp XI(CCXI)$. Note this is just a look at US TAM & this a more bullish take. ~170 million Americans are employed * $65k average salary = $11T (today). There is no world where robots replace humans entirely but figuring out a fair % is the way to do it. By 2040: Here's the key industries (not an exhaustive list): 1. Manufacturing: ~12.8M workers at avg wage $58k -> total wage pool of $740B. -> $BMW.NE, $Tesla Motors(TSLA)$,
Here's a thought experiment on the longer term robotics TAM.
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Jake_Wujastyk
·
07-20 14:28

SPCX, NBIS, ORCL, MU& PLTR Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1 $Palantir Technologies Inc.(PLTR)$ Looks like one big flag to me. 2 $Micron Technology(MU)$ The neckline technically broke down on Friday after the shoulder fully formed this week. 3 $Oracle(ORCL)$ Slight bounce at the trend zone this week. More importantly, the Williams % Range ticked up on a red weekly candle. Generally a strong bullish divergence signal. 4 $SpaceX(SPCX)$ Price is heading the opposite direction of space. 5 $NEBIUS(
SPCX, NBIS, ORCL, MU& PLTR Enjoy Great Potential to Buy!
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EliteOptionsTrader
·
07-20 14:21

Option Strategies: MU& SNDK

$SanDisk Corp.(SNDK)$ Trade Idea: July 24 1200P Trigger: 1350 ✅ Targets: 1250, 1200 🎯 Stop: 1400 🛑 SNDK has pulled back from 2354 to 1325 since June 22nd. If SNDK fails to hold 1277 it can flush down to 1065, 1000 in the next few weeks. If SNDK can reclaim 1500 I would start looking at calls again for a bounce to 1600, 1660. Puts can work under 1350 this upcoming week. $Micron Technology(MU)$ Trade Idea: July 24 700P Trigger: 821 ✅ Targets: 734, 700 🎯 Stop: 851 🛑 MU dropped from 1255 to 804 since June 25th. If MU gives up 821 this upcoming week it can pull back to 778, 734, 700 next. It's possible we see a flush back to 651 before a bottom forms. The price action is still not
Option Strategies: MU& SNDK
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