$YieldMax TSLA Option Income Strategy ETF(TSLY)$ The drop after earnings stung, but they are still selling a record number of cars and the robotaxi miles keep climbing while Optimus lines are getting set up. FSD v15 is already rolling out on the fleet, more cities are coming, and Cybercab’s starting to move. This stuff is happening now, not some far-off dream. Hang tight, TSLY continues to pay and the real moves comes after the noise dies down.
$ThaiBev(Y92.SI)$ ThaiBev still looking quietly interesting. BeerCo IPO or a big partnership remains the main re-rating hope, even if timelines are fuzzy. On top of that, they’re shopping around the KFC Thailand business (500+ stores), which could free up capital and clean up the portfolio. A few decent catalysts lined up if things start moving.
