To The Moon

$Tesla Motors(TSLA)$  

1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM. 2. I'd think there is at least another 25% worth of upside in this stock. 3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.

As such the rally in US bank stocks seems to be  driven by combination of resilient economic growth, a resurgence in capital markets activity, favorable regulatory and fiscal policies like Trump's OBBBA. The catch is trump's policies, or lack of it, could easily destabilise matters too.

Only one pick? Then it has to be $Micron Technology(MU)$ . On the contrary if I could pick $Barrick Mining Corporation(B)$  as well.

(1) Tesla's FSD still remains the market leader in consumer-available technology & recently won the Best Tech 2026 for driver assistance systems due to its vast utility on both city and highway roads. So yes, this trend seems real and also depends on how unsupervised FSD in select earmarked areas in 2026 performs.  (2) again yes, NVIDIA's DRIVE Thor platform could be a direct challenge to Tesla's robotaxi ambitions, though the two companies operate on very different business models. The technological threat is quite material. Musk has obviously downplayed this as a near-term threat, suggesting legacy automakers will take several years to integrate such chips at scale, placing the real competitive pressure 5–6 years out. So let us be patient. (3) Depends! Are you a bull?: if y