$Oracle(ORCL)$ Oracle is putting $55.7 billion into Oracle Cloud Infrastructure, AI GPUs, networking, and new data centers. Meta is investing $40 billion in a data center in Louisiana. The implications of that kind of spending seem pretty clear, to me.
$Apple(AAPL)$ Everyone's talking about the downgrade today, but the price action tells a different story. Apple opened around $311, sellers had their chance, and buyers stepped in throughout the day. It recovered to nearly $316 intraday and closed around $315, which shows there's still demand. If buyers can push above today's high, I think $318–320 could be in play. Price action matters more than headlines, and today showed the bulls aren't backing down.
$Tesla Motors(TSLA)$ Rising oil and gas prices usually act as a tailwind for TSLA. When fuel gets expensive, the lower cost of travel becomes a stronger selling point. That's one of the cleaner demand drivers for Tesla in the current environment.
It's difficult to take a bearish view on robotics, particularly the actuator, bearings, and actuator components market. The reason is that these components make up over 50% of the total bill-of-materials cost for many humanoid robots. According to Morgan Stanley, the humanoid robotics market is projected to grow 300-fold by 2050. A few names I'm keeping an eye on: $RBC Bearings(RBC)$ The humanoid robotics opportunity could be massive relative to its current revenue base of around $50 million. $Regal Rexnord(RRX)$ Management has characterized the humanoid opportunity as something that, "when it takes off, it's going to take off quick." It trades at a significantly lower valuation than RBC. Harmon