To The Moon

$TSLA - CANTOR FITZGERALD BULLISH ON TESLA: $510 TARGET Cantor Fitzgerald reiterates an Overweight rating on Tesla with a $510 price target. Despite slightly lower vehicle deliveries, Tesla beat 4Q expectations and grew its Energy segment. FY26 plans include >$20B capex, ramping Robotaxi, Cybercab, and Optimus production, and pursuing FSD approval in China and Europe. Cantor sees these AI, autonomy, and robotics initiatives as long-term growth catalysts, though notes upside may be limited at current levels.

$NVIDIA(NVDA)$ Musk in charge of making US government more efficient and is also the single biggest buyer of NVDA chips. He tried to do it alone at first but quickly threw in the towel and kissed the NVDA ring. The US gov will spend, conservatively, $2 trillion plus in next 3 years in gov. Infrastructure rebuild and 50% of that will be AI tech and 100% of that will be NVDA. It is the one big edge we have on every other country in the world and We WILl be exploiting that edge to the max.It’s NVDA’s world and everyone else just lives in it. Get used to it.