$Tesla Motors(TSLA)$ I might be a bit out there, but in my opinion, the merger could happen sooner than later. Why else can't SpaceX holders sell yet? Maybe, just maybe, it's to get their valuation high enough to buy Tesla. An announcement could happen next month, with completion next year. Call me crazy.
$NVIDIA(NVDA)$ Should be back to 200 no later than June 26. Our 235 puts will only print long term. Also happy about the brand new weekly 215s we got today, so cheap!
$NVIDIA(NVDA)$ I've branched out into MRVL, VRT, BE, and AVGO, but as I see it, NVDA still has the most upside potential with the lowest risk at the moment. I plan to maintain a large position, and the decent cash payout every three months helps me wait for new record highs.
The valuation gap between $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ is getting harder to overlook. $NVIDIA(NVDA)$ is projected to grow 46% annually through 2028, trading at just 13x forward 2028 earnings. Meanwhile, $Advanced Micro Devices(AMD)$ is expected to grow 44% annually through 2028, yet trades at a steep 30x 2028 earnings. One of them seems seriously mispriced, and it looks like $NVIDIA(NVDA)$ is the one that's way too cheap.
$Ondas Holdings Inc.(ONDS)$ just released a significant update. Q2 2026: The LADOS system is live, connecting sensors, drones, robots, and effectors for autonomous defense missions. It works hand-in-hand with SkyWeaver ($Palantir Technologies Inc.(PLTR)$ 's AI) to turn scattered drones into a full-fledged defense system. What I find interesting: $Ondas Holdings Inc.(ONDS)$ is no longer just selling drones; they're building out a full ecosystem. The combination of AI and autonomy creates serious leverage in defense tech. The stock is quietly moving towards becoming a major systems player.
$Tesla Motors(TSLA)$ Tesla's FSD (Supervised) is now officially available in 12 countries, and the list is still growing. This covers the U.S., Canada, Mexico, Puerto Rico, the Netherlands, Australia, New Zealand, South Korea, China, Lithuania, Estonia, and Denmark (new).
$NVIDIA(NVDA)$ Straight to the 401k. I'm not too concerned about any dips that may come; the dividend and long-term strategy should be profitable here.