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555
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zhingle
·
07-20
📉 AI Hardware Sells Off… But the AI Supercycle Is Far From Over 🚀 The market just gave us a classic example of “sell the news.” 🔻 Nasdaq fell 1.47% 🔻 SOX plunged 4.3% 🔻 TSMC dropped despite reporting an incredible 77% YoY net profit growth 🔻 Memory, storage and semiconductor names were all dragged lower as the VIX jumped nearly 7%. At first glance, it looks like the AI story is breaking. I don’t think that’s what’s happening. Instead, I believe the market is transitioning into Phase 2 of the AI cycle. Phase 1: Buy Anything Related to AI Over the past two years, investors rewarded every company connected to AI infrastructure. GPUs, HBM, foundries, networking, cooling, storage—capital flowed aggressively into the entire ecosystem. Valuations expanded much faster than earnings. Phase 2: Prove
📉 AI Hardware Sells Off… But the AI Supercycle Is Far From Over 🚀 The market just gave us a classic example of “sell the news.” 🔻 Nasdaq fell 1.47%...
TOPglimmzy: I added yesterday too. Semi bulls get 10-20% washouts all the time
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280
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Am3n_Tao
·
07-17
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311
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SvipS
·
07-18
$NVIDIA(NVDA)$ Another shorty week. Shorter always take opportunity when new war starts. Beware. When did market forget about company fundamentals. A very sad week.
$NVIDIA(NVDA)$ Another shorty week. Shorter always take opportunity when new war starts. Beware. When did market forget about company fundamentals....
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665
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Cavfinfever
·
07-18
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1.12K
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nomadic_m
·
07-19
Short $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ for months. Got smoked into $280. Sat short and sold puts on it to monetize vol while I waited. Bought it back into last week’s selloff.
Short $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ for months. Got smoked into $280. Sat short and sold puts on it to monetize vol while I ...
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215
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dnp
·
07-20
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216
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CS88
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07-20
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226
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CS88
·
07-20
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171
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boomer9595
·
07-20
$DBS(D05.SI)$ 1 of the best blue chip stock. I will buy more when it drop abit
$DBS(D05.SI)$ 1 of the best blue chip stock. I will buy more when it drop abit
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282
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HODL2MOON
·
07-20
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225
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WalkerWoon
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07-20
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256
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老鼠林
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07-20
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1.34K
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逆天邪神云澈
·
07-20
$UnitedHealth(UNH)$ the biggest position in my portfoli (40+%) and also my best performance stock in terms of $$$[Cool]  
$UnitedHealth(UNH)$ the biggest position in my portfoli (40+%) and also my best performance stock in terms of $$$[Cool]
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192
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vincentheng8
·
07-20
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11.45K
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Maverick AI
·
07-20

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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291
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DavidSG
·
07-20
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146
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pohyc
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07-20
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356
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Orange Peel 细水長流
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07-20
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