Hello everyone! Today i want to share some trading ideas with you! Hopefully everyone is using a bit more logic now after $SpaceX(SPCX)$ earnings. Two biggest beneficiaries for me from Elon's comments are $Bloom Energy Corp(BE)$ and $NEBIUS(NBIS)$. 1. Bloom Energy | $Bloom Energy Corp(BE)$: Turbine suppliers told $SpaceX(SPCX)$ that blades and vanes run 12-18 months behind the rest of the turbine and this is only getting worse. This is one of Bloom's competitive advantage. Fuel cells have no turbine blad

Guys, did you catch NIO’s earnings last night? 🚀 The EV maker that’s been stuck in the “burning money” cycle just pulled off the unthinkable—its FIRST quarterly profit since going public in 2018! No more endless losses, no more (bad news) earnings calls. This one’s a total game-changer, and the market went wild for it. Let’s break down why this matters, and if NIO’s finally out of the woods. In the never-ending “money-burning” race of new energy vehicle (NEV) manufacturing, “losses” have always been the Sword of Damocles hanging over NIO. But last night, that sword was finally lifted. This historic moment came faster than anyone expected. On Tuesday, NIO released its fourth-quarter and full-year financial results for the year ended December 31, 2025. This time, the earnings report was not

Hello everyone! Today i want to share some trading ideas with you!1.Here is what Cathie doesn't understand about $Tesla Motors(TSLA)$ :Even if Tesla achieves high-margin recurring revenue for its robo-taxi technology, everybody else will be there in a few years.We are not looking at a winner-take-all market here.Autonomy will be a perk to which you can subscribe in almost all cars, so it won't be the definitive advantage for TSLA over other brands. So, the auto industry will remain competitive.The same will happen with robots.Optimus will be great, but companies like Figure and Unitree are also not that far behind.This is the problem with TSLA.It doesn't have a core winner-take-all market unlike other tech giants such as

$Tesla Motors(TSLA)$ Ever since April of this year Tesla has been trading in a wide range between 250-360 with no real momentum in the stock. As of recent it looks like we are finally seeing some momentum back into this name. If $TSLA can get thru 360 it could set it up for a bigger move in the coming months back to $500.Recent Developments Robotaxi service launched in Austin with plans to expand to major U.S. cities this yearOfficial entry into India with Model Y + first V4 Supercharger stations liveApplying for UK energy retail license to sell power direct to homes & businessesStrategic pivot to AI5/AI6 chips with Nvidia, AMD & Samsung partnerships Growth Opportunities$25K next-gen EV platform aimed at mass adoption & global market s

$Tesla Motors(TSLA)$ It’s been hard to explain what it feels like holding Tesla right now. I haven’t lost conviction in what the company is trying to do -- I still believe it’s one of the most important players in energy, autonomy, and robotics -- but I’d be lying if I said the noise around it hasn’t made me hesitate.I haven’t added to the position in a while. Not because I think the company has lost its way, but because the surrounding narrative has become so chaotic it’s hard to think clearly about the actual innovation happening inside the business. And when that happens -- when the signal gets drowned out by everything else -- I’ve learned it’s usually a good time to step back and size down.I get why Elon’s making the moves he’s making. It’s n

$Tesla Motors(TSLA)$ It’s interesting to watch the politically motivated haters get skewered by the reality that Tesla is the new $Apple(AAPL)$ . It’s a bit different inasmuch as it’s apples and cars but the genius of Musk is driving Tesla in much the same way Steve Jobs’ genius drove Apple. Optimus is going to be one of the hottest products to ever hit the market and Tesla is the only humanoid robot company with the production capacity needed to make it a commercial success. It’s gonna dwarf Tesla car production value, which is continuing to grow despite the sour notes posted here by political activists posing as investors. One of my neighbors just bought a new Tesla and I have