To The Moon

There are different types of numbers on Wall Street right now. Some are scary and depressing—like watching $TSLA drop ~14.52% in a single post-earnings trading session. But if you look past the daily market noise, there are numbers that are bright, incredibly encouraging, and point to a brilliant future. Here are 7 hard metrics that demonstrate Tesla’s quiet, explosive progress with Robotaxi: 1️⃣ Nearly 2.5 million paid miles By the end of Q2, Robotaxi reached nearly 2.5 million cumulative paid miles. While this figure includes trips with a human safety monitor, it proves the ride-hailing foundation is actively scaling on public roads. 2️⃣ 380,000+ unsupervised miles This is the concrete proof of autonomy: Tesla's software has driven over 380,000 completely unsupervised miles across six ci

There are different types of numbers on Wall Street right now. Some are scary and depressing—like watching $TSLA drop ~14.52% in a single post-earnings trading session. But if you look past the daily market noise, there are numbers that are bright, incredibly encouraging, and point to a brilliant future. Here are 7 hard metrics that demonstrate Tesla’s quiet, explosive progress with Robotaxi: 1️⃣ Nearly 2.5 million paid miles By the end of Q2, Robotaxi reached nearly 2.5 million cumulative paid miles. While this figure includes trips with a human safety monitor, it proves the ride-hailing foundation is actively scaling on public roads. 2️⃣ 380,000+ unsupervised miles This is the concrete proof of autonomy: Tesla's software has driven over 380,000 completely unsupervised miles across six ci

$Tesla Motors(TSLA)$ ’s Q2 2026 earnings provided a stark visual of the new reality facing Big Tech: AI ambition requires massive, front-loaded capital expenditure (CapEx). Tesla signaled a full-year CapEx budget exceeding $25 billion, which pushed quarterly Free Cash Flow (FCF) into negative territory as compute infrastructure, FSD training, and Optimus robotics scaling ate into cash reserves. This dynamic extends far beyond Tesla—it is the prevailing operational model across mega-cap tech. 1. Will high AI spending burn rate remain the norm? Yes. High CapEx intensity is non-negotiable for any company competing at the frontier of AI. The industry is in the middle of a multi-trillion-dollar infrastructure overhaul that spans data center constructio

Hello everyone! Today i want to share some trading ideasi with you! 1 $Intel(INTC)$ earns its victory lap after a quarter that beats expectations across revenue, margins, earnings, manufacturing execution and guidance. Agentic AI is creating a second growth curve for server CPUs because every accelerator requires significant general-purpose compute around it giving Intel immediate exposure through its large server market share. That opportunity also extends into purpose-built silicon and advanced packaging allowing Intel to benefit from custom AI processors even when it does not control the accelerator itself. 2 $Alphabet(GOOGL)$ is the most profitable company in the world

Hello everyone! Today i want to share some trading strategies with you! 1 Looks like we're in sell-off season no matter how good the earnings results. Gonna write the gap on $Intel(INTC)$ - put strike in the 68-70 range, laddering expiration dates from July 27 to July 31. 2 Bill had this optionselling idea and we liked it. Followed him on the trade. - STO $Intel(INTC)$ 65/60 put credit spread, Aug 21 expiry The 65 strike sits at the 200MA and at the gap. 3 Looks like we're in sell-off season no matter how good the earnings results. Gonna write the gap on $Intel(INTC)$ - put strike in the 68-70 range, laddering expir

Robotics is moving so fast...here's some of the data from the last couple months: 1. Morgan Stanley put their TAM to $25T by 2050 (humanoid market at $5T). 2. We've had the first way to publicly invest in humanoids through $Churchill Capital Corp XI(CCXI)$. -> On that point, Agility uses ~75% US sourced parts (very bullish). 3. Private market deals have already topped $23B in 2026. -> Saronic: $1.75B raise -> Apptronik: $935M raise -> Figure AI: $39B valuation -> Neura Robotics: $1.4B raise The public markets haven't caught up to what's happening in the private markets yet. 4. Morgan Stanley put out a report forecasting a 300x growth in the bearings market by 2050. 5.

$S&P 500(.SPX)$ closed -90 on the day. If SPX gives up 7400 and closes under tomorrow we can see another dip towards 7330-7340 leading into FOMC on Wednesday. I would treat the upside as a quicker day trade until we see 7500 again. $Invesco QQQ(QQQ)$ almost dropped back to the June lows near 686 again but held and closed near 692. As long as 686 holds the uptrend is still intact this summer. QQQ under 686 can drop another 20-25 pts. $Micron Technology(MU)$ will test 1250 again this year. We need to see if MU can continue to form a base above 900 into August. MU July 24 1020C is best as a lotto above 1000 Good luck

Hello everyone! Today i want to share some technical analysis with you! 1 Still chillin' in the handle 👀 $SoFi Technologies Inc.(SOFI)$ 2 $Oracle(ORCL)$ is now just $1 away from hitting its lowest price since June 2024 🌶️ Burry is still holding half his original short position. 3 Starting to get interesting near the 52wk lows 👀 $Kratos Defense & Security Solutions(KTOS)$ 4 $Alphabet(GOOG)$ 🚨 Google just closed below its 200-day simple moving average for the first time in over a year. The stock now trades at its cheapest valuation since September 2025. 5