To The Moon

$TSLA earnings tonight key points: Bottom line: I expect the stock to be flat to up on earnings. In the end, investors who believe in Tesla's view will be unchanged after earnings. ➡️When the numbers hit the first two factors that investors will be focused on is ASP's in a post tax credit world and gross margins. ➡️ASP in Sep were $41.8K ➡️Auto margins ex credits are expected to be 13.6%. ➡️That compares to 15.4% in Sep, 15% in June and 12.5% in March. I expect margins will end 2025 closer to 15%. The meat that investors are looking for will come on the earnings call. ➡️How many cities will roll out this year for Robotaxi without a safety driver. Elon had said they would add 6-8 cities previously. ➡️There is little he will say on Optimus or FSD in Europe in China beyond what he s

From a trend perspective, $16.5 needs to hold. The secondary indicators are not favourable and the likelihood of a reversal in trend is high. The volume is also low, indicating that the speculators have moved on. In the short term, if there’s no further news to excite the market, CRML might indeed be consolidating or even correct its pricing. On the commercial front, the company has completed all its off take deals (100%), so there’s no more deals to make on this front. The only progress it could show is from its continued exploration success and pilot plant development. The surprise (good or bad but beyond its control) for this company is always Trump and its government’s interest in either Greenland 🇬🇱 or the miner itself. Need another week or so to see the trend flow…

🌟🌟🌟A wild high stakes earnings week is unfolding this  week.  Here is my prediction for 4 of the Mag 7 post earnings: Apple - C: Slight Dip. This is because of investor anxiety over profit margins and a lack of clear monetisation AI strategy. Concerns about a potential slowdown in iPhone demand in key markets like China. Tesla - B Slight Gain: Despite declining vehicle sales & margin pressures, TSLA found support in investor optimism about future ventures like Robotaxi business & AI initiatives.  Energy storage division is a bright spot with higher profit margins. Microsoft - C: Slight Dip.  MSFT is weighed down by investor unease regarding rising capital expenditure needed to build AI & Cloud infrastructure at large scale. Meta - C Slight Dip: This reflect

My stock in focus today is Tesla $Tesla Motors(TSLA)$ , as the market is shifting from EV delivery metrics toward its AI-led future. Elon Musk emphasized that Tesla’s long-term value lies in autonomous driving, robotics, and AI, even suggesting a potential in-house chip fab—reinforcing Tesla’s positioning as a vertically integrated AI company, not just an automaker. Tesla disclosed 1.1 million FSD subscribers out of 8.9 million vehicles, a ~12% penetration rate. Musk said FSD is already running fully unsupervised in Austin, with Robotaxi services targeted for 1H 2026 across multiple U.S. cities. This pivot is backed by aggressive investment, with 2026 capex exp

🌟🌟🌟Hong Kong IPO market is on fire with 4 upcoming IPOs.  I like $HANS CNC(03200)$ best as Han's CNC is China's largest PCB production equipment manufacturer with 10.1% market share.  PCB equipment is essential for: Servers & data centers, EVs, mobile phones, semiconductors and consumer electronics. This is a structural growth industry, not a cyclical one.  Han's CNC attracted USD 3.1 billion worth of big institutions such as GIC.  This is a vote of confidence. If you want the IPO with the strongest combination of growth, scale, industry positionin

Bernstein, a global financial powerhouse, has identified $AT&T Inc(T)$ as a "Top Pick" within the telecommunications sector. The firm’s optimistic stance is rooted in AT&T’s successful execution of its "convergence strategy"—the bundling of wireless and fiber services. Bernstein highlights that approximately 41% of AT&T’s fiber customers now also subscribe to its wireless services. This synergy is a critical value driver, as bundled customers typically exhibit significantly lower churn rates and higher lifetime value compared to single-product users. The Plus Points. Furthermore, Bernstein points to the company's aggressive fiber expansion, which has already reached over 31 million locations, with a long-term goal of 60 million by 2030. T

$SoFi Technologies Inc.(SOFI)$ long term holder via option wheel lets go

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Nancy Pelosi's 2026 Trades: Selling Stock to Buy Leverage, Doubling Down on AI Again Former House Speaker Nancy Pelosi has disclosed her latest stock trades, which include technical repositioning for tech giants, high-dividend financial stocks and AI infrastructure companies. Notice Pelosi is not running for re-election in 2026 — so this could be her last stock filing as member of Congress. Big Four tech stocks: selling stock to buy leverage The report shows the sale of common shares for the Big Four tech stocks: $NVIDIA(NVDA)$   , $Apple(AAPL)$   , $Alphabet(GOOG)$ 

China reopens the door to H200 chips, and $NVIDIA(NVDA)$ regains momentum. Nvidia has been trading above $190 after this news headline. So will Nvidia be staging another bull run rally? Nvidia just doubled down on its largest AI holding, could this be one of the catalyst for bull run, in this article, we would like to look at a current, fact-based, sentiment-anchored assessment of Nvidia’s situation — with emphasis on the recent China H200 development, the CoreWeave stake increase, and what these mean for the possibility of another bull run in NVDA shares. We have pulled out an analysis of the top 3 most impactful news stories for NVDA from January 27, 2026 and the sentiment with short explanation. China Reopens The Door To H200 Chips, And Nvidia