Tesla Q2 Preview: Strong Deliveries, Heavy Spending, Flying SpaceX
Key Takeaways Q2 deliveries rose 34% QoQ to 480,126 vehicles. Deliveries exceeded production by 28,368 units, helping reduce inventory. Revenue may rise 23% QoQ, while gross margin may fall to 19.5%. Energy storage deployment jumped 53% QoQ to 13.5GWh. Q2 free cash flow may fall to negative US$3.25 billion. Capex may reach US$6.70 billion, equal to 24% of revenue. Robotaxi, FSD and Optimus still need clearer operating data. Terafab may support Tesla’s chip supply, but could add funding pressure. TSLA still trades at about 305 times 2026 GAAP earnings. $Tesla Motors(TSLA)$ will report its Q2 2026 results after market close on 22 July.$Direxion Daily TSLA Bull 2X Shares(TSLL)$
$SWKS Rebounds From Semiconductor Selloff: Can Bulls Reclaim $60?
$Skyworks Solutions(SWKS)$ $Skyworks Solutions (SWKS) Rebounds +2.98%: Semis Rebound, Testing $60 Resistance 📈 Latest Close Data: SWKS closed at $59.35 on 2026-07-20, up +2.98% ($1.72). It's still ~34.7% below its 52-week high of $90.90. 🔍 Core Market Drivers: The broader semiconductor sector is experiencing a rebound after recent heavy selling pressure, as seen with the Philadelphia Semiconductor Index entering a technical bear market. A recent KeyBanc downgrade to Sector Weight (from Overweight) on July 15th likely contributed to recent weakness, but today's bounce suggests potential oversold conditions. 📊 Technical Analysis: Volume was elevated at 5.82M shares (Volume Ratio 1.32), indicating strong participation in the rebound. RSI (6) is at 43
$Advanced Micro Devices(AMD)$ see the price once again! It's giving us chance to make profit from this perfect share again! $NVIDIA(NVDA)$ same for this too! Let's buy when it drops and hold for more profit then sell! Let's go!