To The Moon

GOOD NEWS 🚖 @Tesla Robotaxi reported absolutely zero collisions initiated by its Model Y ADS in the latest NHTSA ADS reporting update, covering data from June 16, 2025 through July 15, 2026 🔥 Taking a close look at the incident reports, the two newly submitted Tesla incidents both involved another driver striking a completely stopped Model Y 🆒 ✅ Down in Austin, where 100% of tracked robotaxi rides were unsupervised, the Model Y was stopped safely at a red left turn arrow. An SUV tried to change lanes, crashed into another car, and then careened right into the Tesla. ✅ Over in Dallas, it was the exact same story. The Model Y was fully pulled over and parked when a nearby passenger car simply reversed into its side. In both situations, the Tesla was at a complete standstill at 0 mph. There w

TRADE PLAN for Wednesday 📈 $SPX previous ATH at 7620 in play before a bottom forms. SPX gave up the 7700 support today after holding it for 9 days. Chip and memory stocks lead the move lower today as well. $QQQ possible it fills the gap near 707 before a bottom forms too. IF it can't reclaim 722 tomorrow, we can see more downside as well. Let the market drop for now. $MU needs a push back above 1000 to set up for 1250. We saw MU move from low 700's to 1035 in 3 weeks. Let's see if it can find a base above 900 this month. $SNDK ran from 998 to 1827. If it drops one more time to 1460, that's the buy area.

🌟I believe that the biggest risk of AI capital expenditure is that chips are updated too quickly & the rate of equipment depreciation is underestimated. This is a ticking financial time bomb keeping Wall Street awake at night.  Big Tech hyperscalers are extending their depreciation schedule from 3 to 5 years to artificially boost their paper profits today. However the reality of the hardware lifecycle completely shatters this accounting magic. In standard accounting like basic AWS or Azure web hosting, 5 year old servers work perfectly fine.  But in the frontier AI arms race, a GPU from 3 years ago like NVIDIA A100 is already obsolete for training top models. Tech Giants must generate enough cash to pay for the next generation of hardware before the current ones are even rec

With approx. 5 hours to go before US Wed trading commences, the Futures composite indexes are looking encouraging today, granted that the S&P 500 had fallen consecutively for the past 3 sessions. (see attached) With no signs of easing tension in the Middle East, the look-like-recovery pre-market indicators are of no comfort to me personally. With latest on Iran going on the offensive and Trump declaring no extension to the Truce-MOU, temperature is definitely rising again.  What do you think ?

$NVIDIA(NVDA)$   Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models. @JC888  Good morning, JC888 I'll repost your Nvi

$Meta Platforms, Inc.(META)$   Meta Stock Sinks as $200B Trial Threatens Facebook and Instagram Ad Revenue Story Highlights Meta stock fell 4.5% as a 29-state trial began, with states discussing roughly $200 billion in potential penalties. Court-ordered changes to infinite scroll or algorithms could reduce engagement and create a longer-term threat to Meta’s advertising revenue. Wall Street rates Meta as a Strong Buy, with 37 Buys, five Holds, and a $752.18 average 12-month price target. Social media giant Meta Platforms fell 4.4% on Tuesday as opening arguments began in a child-safety trial that was brought forward by 29 U.S. states. Lawyers for the states have suggested that , while Meta has estimated its maxi