$Tesla Motors(TSLA)$ Wall Street is still missing the forest for the trees on TSLA. Traditional auto bears keep arguing over quarterly margin decimals, while Tesla is scaling Unsupervised Robotaxi miles out of Texas and preparing the next phase of FSD. The mismatch: the bear case says it's just a hardware car business with slowing unit growth. The long case says it's building a high-margin autonomous software plus physical AI fleet with near-zero marginal cost per mile. When the safety data and regulatory green lights align, the inflection hits all at once. Linear models don't capture exponential software adoption. It comes down to whether you're trading short-term delivery noise, or holding the autonomous moat
$Apple(AAPL)$ Making a phone thinner almost always hurts battery life, but Apple might be trying to solve that exact problem with its next ultra-thin device. A recent leak suggests the second-generation iPhone Air 2 will drop to a 5.2mm body while somehow squeezing in a higher-density battery that lasts longer than the first model. According to Korean leaker yeux1122, Apple is trimming 0.4 millimeters off the original 5.6mm frame. That brings the phone down to match an unfolded iPhone Duo and undercuts Samsung's 5.8mm Galaxy S25 Edge profile. Instead of shrinking the battery pack to hit that thinner target, Apple is reportedly switching to new higher-density battery tech that tops the 3,149mAh cell found in the
$Apple(AAPL)$ Bought some 335 calls for the 11/20 expiration. Keeping the position size small here. Staying disciplined instead of letting emotions drive the decision. Not financial advice.
$Apple(AAPL)$ $Invesco QQQ(QQQ)$ $Technology Select Sector SPDR Fund(XLK)$ Apple (AAPL) weekly chart. Near term, price is starting to lose some upward momentum after the price/momentum divergence that developed between late May and mid July. Price probed into the upper $344/$345 area, but buyers didn't accept those levels and momentum kept deteriorating. The longer-term bullish trend still looks intact based on both absolute and trend momentum RSI readings. That said, the $345 to $332 zone looks important for the bulls to hold, with an initial focus on the $325 area below if there's any deeper retracement.
$Tesla Motors(TSLA)$ Bessent and the US Treasury could buy up 10% of the float now while it's still cheap. That would mean investing in a great American company and the largest practical AI player in the world. Then when the share price reaches $3000/shr, dividends could be issued to Americans.