Kiwi Tigress
2025-12-09

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ yo BC @Barcode kinda wild how Optimus might only cost like 50k to 60k just for the hardware, I’m sitting here thinking that’s cheaper than some cars ngl, imagine when the software kicks in and Tesla starts printing margins. and yeah I saw that Trump Xi thing about letting Nvidia ship H200s back into China, lowkey feels bullish for tech right now, NVDA already popping after hours, TSLA could follow if the mood sticks fr 😮‍💨🔥 yeah Broadcom staying spicy right now because HSBC kept that Buy and the $535 PT, feels like everyone’s still sleeping on how big those ASIC wins could be after Gemini 3, I’m just watching the street slowly wake up to the upside here and ngl I like that energy for AVGO lately, solid momentum building and the tech vibes are positive, I’m in observation mode but it’s giving strength fr 🔥

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Comment（11）

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  • PetS
    ·2025-12-09
    TOP
    I like your point on Tesla’s tech leverage. I’m tracking support near recent liquidity shelves while options flow leans bullish into autonomy catalysts. Market still undervalues software adoption and recurring revenue. If sentiment turns risk on again, this structure has room to accelerate higher as fundamentals and narrative start to align.
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  • Tui Jude
    ·2025-12-09
    TOP
    I see $NVIDIA(NVDA)$ defending structure near key support and gamma flows continue to lean positive which usually helps upside follow through. I’m tracking earnings reactions across hyperscalers because that cross asset read influences sentiment here. If cloud capex stays elevated, the path of least resistance might still be up even if short term ranges feel tight.
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  • Queengirlypops
    ·2025-12-09
    TSLA+NVDA
    等等，AVGO烹飪、NVDA流行、TSLA建立機器人軍隊，我們表現正常，就像……如果這是人工智能硬件加自主性的下一次大輪換，而我們實際上坐在前排，情緒高漲，流動性口袋正在加載，如果盈利正確，這可能會變得瘋狂，我不是說月亮，而是有點說月亮🔋
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  • Barcode
    ·2025-12-09
    I appreciate how you framed that KT. I’m watching Tesla’s autonomy and Optimus economics the same way institutions are. Hardware cost curves trending lower while software value expands is the formula that transforms margins and valuation. $NVIDIA(NVDA)$ and $Broadcom(AVGO)$ benefiting from 🇨🇳 China sentiment is useful confirmation that tech risk appetite is improving again.
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  • TAND
    ·2025-12-10
    //@Barcode:

    Great article, would you like to share it?

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  • Barcode
    ·2025-12-09

    Great article, would you like to share it?

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  • Queengirlypops
    ·2025-12-09

    Great article, would you like to share it?

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  • Matapihi
    ·2025-12-09
    Great article, would you like to share it?
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  • Hen Solo
    ·2025-12-09

    Great article, would you like to share it?

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  • Tui Jude
    ·2025-12-09

    Great article, would you like to share it?

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  • PetS
    ·2025-12-09

    Great article, would you like to share it?

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