To The Moon

$Ford(F)$ Ford announced plans to manufacture batteries for storing electricity, which will be used by data centers and AI semiconductor factories. They also pay a 4.27% dividend.

$Quantumscape Corp.(QS)$ If the internal data from QSE-5 samples validates the 500 Wh/kg target and proves the safety profile, $Tesla Motors(TSLA)$  will have a hard time ignoring the tech. While Tesla prefers to own their tech, a licensing agreement to accelerate Optimus coming to market makes strategic sense.

$NIO Inc.(NIO)$ July 1 — NIO's June delivery day. Here's what I'm watching. The Q2 math is coming together: April: ~29.4K May: 37.7K (+62% YoY) June: ??? If June comes in around 45K, that's a Q2 total near 112K vehicles. In my view, that's the level that would lock in the Q2 non-GAAP profit thesis. Deutsche Bank already modeled Q2 non-GAAP net profit of ~180M yuan (+304% QoQ). A strong June delivery figure is the final piece. The ES9 is ramping up (over 25K non-cancellable orders), Onvo is scaling, and margins are expanding to around 19%. The setup is there. 45K deliveries would be the green light. Let's see the number.

$Invesco QQQ(QQQ)$ You have to be somewhat slow to not see why the Nasdaq jumps 3.4% when the US/Iran tensions take a breather. You either play along with what the market is doing, or you end up on the sidelines.

$Tesla Motors(TSLA)$ It's been a much steadier stock since 2021, but it could be gearing up to break out of this orderly formation. In a perfect contrarian fashion, the spcx IPO could be the catalyst.

$Tesla Motors(TSLA)$ FSD, robotaxi, Optimus, terafab. TSLA should be above 500.

$Tesla Motors(TSLA)$  Tesla car sales in Europe! A 46.5% year-over-year increase! How about that, shorts?

$Tesla Motors(TSLA)$  For Tesla, what could be is worth a lot more than what it is right now. When revenue and earnings don't seem to impact the share price, the potential feels wide open.

$Tesla Motors(TSLA)$  Would a CEO play both sides of his company's stock? His company has buildings and technology under construction. The government will rely on his company and won't let Tesla go bankrupt. This should jump $15. It's a recurring theme.

$Tesla Motors(TSLA)$ Very sorry for your loss, shortcakes. Go TSLA.