daz999999999
07-04 09:35
$Tesla Motors(TSLA)$  

$Robinhood(HOOD)$  


Markets closed quiet but several themes played out in the background. $TSLA snatched headlines as its unsupervised Model Y Robotaxi service hit the streets of Miami today, marking a big step forward in autonomous driving and sending speculation across the EV and mobility space. Meanwhile, $HOOD continues to reward those tracking insider activity, surging 30 percent since Meyer Malka's last purchase. $CSGP crept onto value radars as buybacks increase with the stock trading at its lowest multiple since the financial crisis.

Macro data added a cloud: 14 out of 17 months since 2025 have now seen jobs figures revised sharply lower, shaving 710,000 jobs, a reminder that headline strength remains fragile beneath the surface. $NVDA's productivity dominates the AI narrative, bringing in $6M per employee, while infrastructure names reportedly outshine even the big hyperscalers. With the tape closed for July 4th and Trump’s undisclosed trades and controversial posts simmering in the background, expect fireworks on the tape next week.


Tesla Crashes 7.5% — Deliveries Beat but Capex Expansion Spooks Market?
Tesla plunged 7.5% for its worst single-day performance in 11 months, despite Q2 deliveries significantly beating consensus estimates, as shares faced classic "buy the news, sell the fact" selling. The delivery beat failed to ignite bulls, triggering profit-taking instead, with market focus shifting from delivery volumes to forward demand growth and margin trajectory. Does aggressive capex expansion represent a deteriorating narrative for Tesla — or is this a dip-buying opportunity, with SpaceX as the catalyst?
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