To The Moon

$Nike(NKE)$ $American Airlines(AAL)$ $Lululemon Athletica(LULU)$ $BHP Billiton(BHP)$ $Las Vegas Sands(LVS)$ ‼️‼️🚨🚨🚨 Confirmed: The Seasonal Weakness Showdown! 🚨🚨🚨‼️‼️ Tiger traders, it’s official! The seasonal weakness has hit hard, and these stocks have taken a dive, hitting new 52 WEEK LOWS at some point today! 🚨 Nike $NKE 👟 - Just did it… hit a low! American Airlines $AAL ✈️ - Grounded! Celsius $CELH 🥤 - Cooling off! Lululemon $LULU 🧘‍♀️ - Bending but not breaking! BHP $BHP ⛏️ - Mining for better days! Las Vegas Sands $LVS 🎲 - Rolled a low number! Lamb Weston $LW 🍟 -

There is a saying, “Never mix business with pleasure”. Could a similar saying of “Never mix business with politics” be enforced? This was what has transpired in the pat 2 days as dusty politicians - Biden & Trump alike decided to turn up a notch in their political rhetorics. First, it was the Biden administration saying that it may ratchet up restrictions on companies working with China, including ASML Holding NV and of course Nvidia. (see above) There are already restrictions on the equipment that can be sold into China, but limiting how workers can maintain equipment could curb demand even further. To be seen on equal footing, the returning buffoon told Bloomberg Businessweek that Taiwan should pay the US for its defense as it does not give US anything in return. (see above) Making i

1) TSLA price disconnecting from fundamentals has occurred in the past and can persist for a while. 2) 2Q24 results may be above expectations, causing positive revisions to 25/26F helping to sustain momentum. 3) Investor tepidness to be negative into “robo-taxi” day, and/or there is a true upside surprise at the event. In our view, we believe TSLA is making good technological progress, but the challenge is hard and may face operational challenges . More meaningful than robo-taxi is showing the n