$Tesla Motors(TSLA)$ There's news about a merger, which could send the stock flying. Puts are likely to get burned. It's holding strong at $397, and I think it has a chance to hit $413 by Monday or Tuesday.
$NIO Inc.(NIO)$ Things are heating up. The thesis is getting harder to ignore: ✅ Driver-assist upgrade rolling out to 700K+ vehicles — reads tidal lanes & overhead signs in real time, no HD maps needed, AI inference ~20% faster. ✅ ES9 flagship is on fire — 25K+ non-cancellable orders, sold out 8-17 weeks deep. ✅ Deutsche Bank sees Q2 non-GAAP profit +304% QoQ, bumps 2026 target to HK$86. ✅ 2nd straight quarter of non-GAAP profitability, gross margin expanding to ~19%. ✅ 450K delivery forecast for 2026 (+38% YoY). The Pentagon "military list" noise? NIO called it unjustified — it's not a sanctions list and doesn't touch the business or the stock. Fundamentals are doubling. The share price is still napping. Not financial advice.
$Tesla Motors(TSLA)$ AI hasn't even started to help the stock prices of TSLA, MSFT, ORCL, and many other great companies that will profit hugely from it.
$Tesla Motors(TSLA)$ X money is about to be released, and unlike Apple, I think this will dominate the banking space. When Tesla and SpaceX merge, the market cap could easily 10x... in my humble opinion.
$Tesla Motors(TSLA)$ There are so many shorts against TSLA in this chat now, which actually feels like an encouraging sign for the bulls. $420 after earnings!