$Tesla Motors(TSLA)$ Interesting, Alphabet just made more profit in a single quarter than Tesla has in its entire existence. They reported a strong Q1 2026, with $109.9 billion in revenue and $62.6 billion in profit, driven by AI and cloud services. The stock is up 6% post-earnings, outperforming rivals who are still grappling with rising costs.
$Tesla Motors(TSLA)$ The over 50% FSD subscription growth last quarter is only an indication of early adopters. It will accelerate when the masses want it too, which is inevitable. This means Tesla will see accelerated cash flows from FSD quarter after quarter for years to come.
$NIO Inc.(NIO)$ NIO turned a profit in Q4 2025. With volumes soaring, profits should increase in the coming quarters. NIO will become a cash generator soon. The stock is heavily undervalued.
$Tesla Motors(TSLA)$ Crude is back near $99 after yesterday's historic drop. Goldman Sachs models show Brent staying above $100 through 2026 if the Strait doesn't reopen within a month. Iran announced "designated shipping routes" coordinated through the Revolutionary Guard, which tells you who's still controlling that waterway. For energy longs, refiners, and anyone hedging fuel costs, I'd treat yesterday's dip as noise until ships are actually moving.
$Tesla Motors(TSLA)$ People who think Elon is talking wildly have not been listening to Jensen. I have often said AI demand will grow a thousandfold. Jensen mentioned on the All In podcast that it could reach a millionfold.
$NIO Inc.(NIO)$ 's new models and technology rollouts. The rollout of new EV models is faster than expected. There is also the launch of a new driver-assistance system and chip upgrades. These product improvements are seen as major catalysts for demand and margin recovery.