Great framing. Buy the Grinch

Great framing. Buy the Grinch dip!//@Barcode:$Tesla Motors(TSLA)$ $T-Rex 2x Inverse Tesla Daily Target ETF(TSLZ)$ This is exactly the kind of tape the Grinch shows up for 🎄😈🔥📉

I’m seeing today’s sell-off drive price straight into the gap-fill and key moving average zone 📊📉. Bears controlled the tape 🐻, no question. Now it becomes a structure test ⚖️, do we get follow-through and acceptance lower ⬇️, or does this turn into stabilisation after liquidity is flushed 💧. This next session decides whether the move extends 📉➡️ or exhausts 🔄.
🤖🦾🔋 🚘🤖 ʜᴀᴘᴘʏ TESLA ᴛʀᴀᴅɪɴɢ ᴀʜᴇᴀᴅ! ᴄʜᴇᴇʀs, ʙᴄ 🍀🍀🍀

@Barcode：🤖🚗📈 Tesla’s 2026 Inflection Point, Is This Pullback Repricing FSD, Robotaxi and Optimus 📈🚗🤖

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Buy the Grinch dip!//<a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a>:<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/TSLZ\">$T-Rex 2x Inverse Tesla Daily Target ETF(TSLZ)$</a> This is exactly the kind of tape the Grinch shows up for 🎄😈🔥📉 \n \n \n \nI’m seeing today’s sell-off drive price straight into the gap-fill and key moving average zone 📊📉. Bears controlled the tape 🐻, no question. Now it becomes a structure test ⚖️, do we get follow-through and acceptance lower ⬇️, or does this turn into stabilisation after <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993589941032345600&amp;word=liquidity\">liquidity</a> is flushed 💧. This next session decides whether the move extends 📉➡️ or exhausts 🔄. \n \n🤖🦾🔋 🚘🤖 ʜᴀᴘᴘʏ TESLA ᴛʀᴀᴅɪɴɢ ᴀʜᴇᴀᴅ! ᴄʜᴇᴇʀs, ʙᴄ 🍀🍀🍀 <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/3d1295d35a7ec7eac7a6d1834a14a724\"></t-t></body></html>","htmlText":"<html><head></head><body>Great framing. Buy the Grinch dip!//<a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a>:<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/TSLZ\">$T-Rex 2x Inverse Tesla Daily Target ETF(TSLZ)$</a> This is exactly the kind of tape the Grinch shows up for 🎄😈🔥📉 \n \n \n \nI’m seeing today’s sell-off drive price straight into the gap-fill and key moving average zone 📊📉. Bears controlled the tape 🐻, no question. Now it becomes a structure test ⚖️, do we get follow-through and acceptance lower ⬇️, or does this turn into stabilisation after <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993589941032345600&amp;word=liquidity\">liquidity</a> is flushed 💧. This next session decides whether the move extends 📉➡️ or exhausts 🔄. \n \n🤖🦾🔋 🚘🤖 ʜᴀᴘᴘʏ TESLA ᴛʀᴀᴅɪɴɢ ᴀʜᴇᴀᴅ! ᴄʜᴇᴇʀs, ʙᴄ 🍀🍀🍀 <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/3d1295d35a7ec7eac7a6d1834a14a724\"></t-t></body></html>","text":"Great framing. Buy the Grinch dip!//@Barcode:$Tesla Motors(TSLA)$ $T-Rex 2x Inverse Tesla Daily Target ETF(TSLZ)$ This is exactly the kind of tape the Grinch shows up for 🎄😈🔥📉 I’m seeing today’s sell-off drive price straight into the gap-fill and key moving average zone 📊📉. Bears controlled the tape 🐻, no question. Now it becomes a structure test ⚖️, do we get follow-through and acceptance lower ⬇️, or does this turn into stabilisation after liquidity is flushed 💧. This next session decides whether the move extends 📉➡️ or exhausts 🔄. 🤖🦾🔋 🚘🤖 ʜᴀᴘᴘʏ TESLA ᴛʀᴀᴅɪɴɢ ᴀʜᴇᴀᴅ! ᴄʜᴇᴇʀs, ʙᴄ 🍀🍀🍀","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/516264345023144","repostId":516141804962056,"repostType":1,"repost":{"magic":2,"id":516141804962056,"tweetId":"516141804962056","gmtCreate":1767031835221,"gmtModify":1767083434647,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"authorIdStr":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.30","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":7156,"starInvestorFlag":false},"themes":[{"themeId":"857d06415cce42548593e827e2ff48a6","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Tesla May Deliver a Disappointing Q4? Will Stock Go Back to $450?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":857d06415cce42548593e827e2ff48a6}&rnconfig={\"headerBarHidden\": true}","description":"Tesla has disclosed the market consensus expectations for its fourth-quarter 2025 deliveries. Tesla described the consensus as a “company-compiled aggregation,” which shows a median market expectation of 420,399 vehicles delivered in Q4 2025, while the mean expectation stands at 422,850 vehicles.\nBy the end of the week, Tesla is expected to report its Q4 delivery results and confirm that its electric vehicle deliveries are down for a second full year in a row.","image":"https://community-static.tradeup.com/news/4f16496c3dc28bb9d66f85b9a0a4b661"}],"images":[{"img":"https://community-static.tradeup.com/news/2ee9e70ac393e631ff68bf4c7fd64d0e","width":"1472","height":"1068"},{"img":"https://community-static.tradeup.com/news/50c613a214a03a7a257b76198b110333","width":"1461","height":"818"},{"img":"https://community-static.tradeup.com/news/27a95e21c62dcb863a08ca1c20cb7abf","width":"1472","height":"1268"},{"img":"https://community-static.tradeup.com/news/ee0332b8a5b154893aed8101409ed86d","width":"2752","height":"1736"},{"img":"https://community-static.tradeup.com/news/1aedce0ec21cd680e21942c9f4200706","width":"2752","height":"1732"},{"img":"https://community-static.tradeup.com/news/25311f3307928298543b71878b2e0222","width":"1641","height":"763"},{"img":"https://community-static.tradeup.com/news/e4d1d58b5f15965e0da194fa29672555","width":"1472","height":"1703"},{"img":"https://community-static.tradeup.com/news/630bde52ea9ebad76f3d402a76ca999b","width":"1473","height":"1867"},{"img":"https://community-static.tradeup.com/news/d91bf4cb5189ea4b1a01811916df011f","width":"1469","height":"772"},{"img":"https://community-static.tradeup.com/news/e91c2a8dc58532f63b6b34eecd06316b","width":"1659","height":"919"},{"img":"https://community-static.tradeup.com/news/6c1d0107fe950cbe16be032d856bc845","width":"1641","height":"807"},{"img":"https://community-static.tradeup.com/news/dd237f01a311836f8841649a4c1dc055","width":"1642","height":"1333"},{"img":"https://community-static.tradeup.com/news/f1bd836e44e8b201d1b5f011dee42c87","width":"1472","height":"1310"},{"img":"https://community-static.tradeup.com/news/ba660012638d1d72fb55a7fd5a6f37e5","width":"2097","height":"2064"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/2ee9e70ac393e631ff68bf4c7fd64d0e","width":"1472","height":"1068"},{"img":"https://community-static.tradeup.com/news/50c613a214a03a7a257b76198b110333","width":"1461","height":"818"},{"img":"https://community-static.tradeup.com/news/27a95e21c62dcb863a08ca1c20cb7abf","width":"1472","height":"1268"}],"title":"🤖🚗📈 Tesla’s 2026 Inflection Point, Is This Pullback Repricing FSD, Robotaxi and Optimus 📈🚗🤖","html":"<html><head></head><body><img src=\"https://community-static.tradeup.com/news/2ee9e70ac393e631ff68bf4c7fd64d0e\" tg-width=\"1472\" tg-height=\"1068\">\n<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>Bullish&nbsp;<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>Bullish 29 Dec 2025 🇺🇸 | 30 Dec 2025 🇳🇿\nI’m not reading this $TSLA pullback as failure. I’m reading it as repricing. The daily gap is now fully closed, downside liquidity has been harvested, and the market is being forced to decide how much of Tesla’s 2026 autonomy, robotics, and energy roadmap it wants to capitalise today, rather than debate near-term delivery noise.\n<h3>🧠 Daily structure, what actually matters</h3>\nI’m seeing a textbook daily reset, not a breakdown.\n• The gap below has been fully filled, removing downside magnetism\n<img src=\"https://community-static.tradeup.com/news/50c613a214a03a7a257b76198b110333\" tg-width=\"1461\" tg-height=\"818\">\n• A clean gap remains overhead, leaving unfinished business above \n• Gold tops to gold mid around ~$463 is the structural pivot\n<img src=\"https://community-static.tradeup.com/news/27a95e21c62dcb863a08ca1c20cb7abf\" tg-width=\"1472\" tg-height=\"1268\">\n• Higher-low structure on the daily remains intact \nThis is exactly how strong trends digest excess without collapsing.\n<h3>⏱️ 4H and 30m execution, sellers already did the work</h3>\nOn the 4H, price rolled off the upper Keltner band and rotated back into the mid channel. That’s constructive. EMA 21 and EMA 55 are compressing beneath price, signalling stabilisation rather than accelerating downside.\n<img src=\"https://community-static.tradeup.com/news/ee0332b8a5b154893aed8101409ed86d\" tg-width=\"2752\" tg-height=\"1736\">\nOn the 30m, the selloff completed a visible liquidity sweep into the lower Keltner and Bollinger compression zone. Volatility expanded, stops were cleared, and downside momentum has already cooled. \n<img src=\"https://community-static.tradeup.com/news/1aedce0ec21cd680e21942c9f4200706\" tg-width=\"2752\" tg-height=\"1732\">\n• 4H Keltner mid acting as value \n• EMA compression beneath price\n• Bollinger expansion followed by contraction\n• Short-term downside momentum largely exhausted\n<h3>🎯 Risk framework, clarity over conviction</h3>\nI’m not chasing price here. I’m watching reaction.\nIf ~$463 holds on a closing basis, I’m looking for rotation back toward the daily gap above with momentum rebuilding through the mid bands.\nI only reassess this framework if daily structure fails and acceptance develops below roughly $455. Until then, this remains digestion, not distribution.\n<h3>🚨 Q4 deliveries, pressure is real and known</h3>\nI’m factoring delivery softness without overstating it.\n• FactSet: 449K, drifting lower from early December\n• Bloomberg: 445K, also revised down\n• Prediction markets: &lt;25% odds $TSLA exceeds 430K\nLast year’s tax-credit pull-forward is gone. China and EU demand have softened. The market knows this. The question is not whether deliveries are weaker, it’s how much of that reality is already priced.\n<img src=\"https://community-static.tradeup.com/news/25311f3307928298543b71878b2e0222\" tg-width=\"1641\" tg-height=\"763\">\n<h3>⚠️ Near-term red flags, acknowledged not ignored</h3>\nBloomberg reports L&amp;F has written down its Cybertruck battery-material contract by over 99%, from nearly $3B to roughly $7K. That is a real signal of near-term uncertainty around Cybertruck volumes and 4680 pacing.\nIn parallel, a new NHTSA probe into ~179K Model 3s over emergency door release visibility adds regulatory scrutiny. These are not thesis breakers, but they do explain why the market demanded a reset.\n<h3>🤖 Autonomy and AI, where the real repricing debate sits</h3>\nTesla’s valuation has already decoupled from autos. The market is now debating timing, not direction.\n• FSD (Supervised) v14.2+ is rolling out widely, including bug-fix releases\n• Cumulative FSD miles now exceed 7B, with over 2.5B on city roads\n• Unsupervised testing continues in Austin, including driverless internal rides\n• Robotaxi progress is real, but still behind Waymo in scale and safety optics\nThis is progress, not perfection, and markets price that distinction aggressively.\n<img src=\"https://community-static.tradeup.com/news/e4d1d58b5f15965e0da194fa29672555\" tg-width=\"1472\" tg-height=\"1703\">\n<h3>🤖 Tesla’s 2026 catalyst stack, this is the roadmap</h3>\nI’m not valuing Tesla as a one-quarter delivery story.\n• Optimus Gen 3 production-intent prototype reveal targeted Q1 2026, scaling through the year\n• Cybercab production begins April 2026 at Giga Texas, aligned with Unboxed manufacturing\n• Tesla Semi enters mass production\n• Continued expansion of robotaxi services\n• Megapack 3 and Megablock production begins\n• Launch of a new residential solar panel\n• Next-gen Tesla Roadster unveil\nThis is not an auto roadmap. It’s an operating-system roadmap for the physical world.\n<h3>🔩 The Cybertruck fastener patent, quiet but strategic</h3>\nPatent US20250361900A1 reveals how Tesla solved galvanic corrosion between stainless steel panels and fasteners, one of the Cybertruck’s most underestimated engineering challenges.\nTesla replaced metal fasteners with a glass-fiber-reinforced polymer locking system delivering 1000–2000N of retention force. It’s corrosion-proof, watertight, reusable, faster to assemble, and cheaper at scale.\nThis directly supports durability, margins, and Tesla’s future modular Unboxed manufacturing process.\n<img src=\"https://community-static.tradeup.com/news/630bde52ea9ebad76f3d402a76ca999b\" tg-width=\"1473\" tg-height=\"1867\">\n<h3>🌍 Global demand signals cutting through the noise </h3>\nI’m seeing strength where the surface narrative says weakness.\n• 🇰🇷 Tesla was the top imported brand among South Koreans aged 20s–30s in 2025, over 21,000 units sold\n<img src=\"https://community-static.tradeup.com/news/d91bf4cb5189ea4b1a01811916df011f\" tg-width=\"1469\" tg-height=\"772\">\n• 🇰🇷 Cybertruck owners in Korea now have access to FSD v14.2, accelerating adoption \n• 🇮🇱 Strong indications FSD could launch in Israel in 2026 following direct engagement with national leadership\n<img src=\"https://community-static.tradeup.com/news/e91c2a8dc58532f63b6b34eecd06316b\" tg-width=\"1659\" tg-height=\"919\">\n• 🇨🇳 China extended NEV subsidies through 2027, stacking trade-ins, financing, and tax incentives that favour OTA-enabled, L2+ vehicles \n<img src=\"https://community-static.tradeup.com/news/6c1d0107fe950cbe16be032d856bc845\" tg-width=\"1641\" tg-height=\"807\">\n🏭 Giga Berlin labour pressure, contained for now \nUnion demands for a 35-hour workweek are real, but management has drawn a clear line. Tesla has raised wages faster than peers and prioritised flexibility. This is operational friction, not structural erosion.\n<img src=\"https://community-static.tradeup.com/news/dd237f01a311836f8841649a4c1dc055\" tg-width=\"1642\" tg-height=\"1333\">\n<h3>🧠 Institutional positioning check, ARK’s roadmap into 2026</h3>\nI’m watching flows as closely as charts, and Cathie Wood’s ARK complex is impossible to ignore right now. ARK funds have materially outperformed again in 2025, marking a third consecutive year of market leadership. Both ARK Innovation and ARK Next Generation Internet ETFs are up roughly 40% this year versus an 18% gain for the S&amp;P 500. That consistency matters on Tiger Trading because it reinforces narrative momentum, not just one-off beta.\n<h3>🔍 What ARKW is really telling us</h3>\nTesla remains the largest holding in ARKW at roughly 9.6% weight. That alone anchors the fund’s forward thesis. The rest of the top holdings form a very deliberate cluster, Roku, AMD, Shopify, Robinhood and Coinbase. This is not diversification for safety. This is concentration around platforms, AI compute, autonomy, fintech rails and crypto optionality.\n<img src=\"https://community-static.tradeup.com/news/f1bd836e44e8b201d1b5f011dee42c87\" tg-width=\"1472\" tg-height=\"1310\">\n🧩 Tesla trimming, signal not noise\nYes, ARK has trimmed Tesla recently, but this has been widely misread. Barron’s correctly argued the sales were modest and consistent with portfolio management rather than a directional call. Tesla remains the single largest position in ARKW. In flow analysis terms, that distinction is everything.\n<img src=\"https://community-static.tradeup.com/news/ba660012638d1d72fb55a7fd5a6f37e5\" tg-width=\"2097\" tg-height=\"2064\">\n🔥 Risk being added where fear peaked\nWhat stands out far more is where ARK leaned in aggressively. In December, ARK funds deployed close to $50M into crypto-exposed equities during the drawdown, accumulating Coinbase, Circle Internet Group, Robinhood, Bullish and Bitmine Immersion Technologies. This occurred as Bitcoin fell from above $126,000 in October to below $88,000 heading into year-end. That is classic ARK behaviour, adding convex exposure when sentiment is compressed.\n🌏 China quietly back on the board\nChina is another signal worth noting. ARK bought Alibaba for the first time since 2021, followed by renewed exposure to Baidu and autonomous mobility name WeRide. After effectively exiting China during the regulatory crackdown, this selective re-entry suggests Wood is again willing to price long-term AI and platform upside, even with volatility still elevated. The Alibaba trade paid off immediately before retracing, reinforcing that timing remains noisy while intent is strategic.\n⚠️ A necessary reality check\nARK does not outperform in every regime. In 2022, ARK Innovation fell 67% compared to a 19% decline in the S&amp;P 500. After a powerful tech-led run and renewed concerns around AI excess and crypto cyclicality, that history matters and adds credibility when acknowledged upfront.\n🧠 Why this matters for Tesla right now\nThis flow backdrop mirrors the Tesla debate almost perfectly. Near-term volatility versus long-duration platform optionality. ARK is clearly positioning for 2026 themes, autonomy, robotics, AI infrastructure and crypto rails, during periods of drawdown rather than chasing momentum at highs.\nTesla is not being analysed in isolation. It sits at the centre of the same platform-led ecosystem ARK is explicitly building exposure to, and that alignment strengthens the broader structural thesis as this consolidation plays out.\n<h3>🧩 Final synthesis </h3>\nThe debate around Tesla is no longer deliveries versus margins. It is whether the market is willing to capitalise autonomy, robotics, and energy before they fully appear in reported earnings. This pullback is where that debate is being settled.\nI’m seeing structure intact, liquidity already harvested, and a roadmap that continues to expand rather than contract. That combination rarely resolves quietly.\n📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀\nTrade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀\n<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks</a> <a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>&nbsp;</body></html>","htmlText":"<html><head></head><body><img src=\"https://community-static.tradeup.com/news/2ee9e70ac393e631ff68bf4c7fd64d0e\" tg-width=\"1472\" tg-height=\"1068\">\n<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>Bullish&nbsp;<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>Bullish 29 Dec 2025 🇺🇸 | 30 Dec 2025 🇳🇿\nI’m not reading this $TSLA pullback as failure. I’m reading it as repricing. The daily gap is now fully closed, downside liquidity has been harvested, and the market is being forced to decide how much of Tesla’s 2026 autonomy, robotics, and energy roadmap it wants to capitalise today, rather than debate near-term delivery noise.\n<h3>🧠 Daily structure, what actually matters</h3>\nI’m seeing a textbook daily reset, not a breakdown.\n• The gap below has been fully filled, removing downside magnetism\n<img src=\"https://community-static.tradeup.com/news/50c613a214a03a7a257b76198b110333\" tg-width=\"1461\" tg-height=\"818\">\n• A clean gap remains overhead, leaving unfinished business above \n• Gold tops to gold mid around ~$463 is the structural pivot\n<img src=\"https://community-static.tradeup.com/news/27a95e21c62dcb863a08ca1c20cb7abf\" tg-width=\"1472\" tg-height=\"1268\">\n• Higher-low structure on the daily remains intact \nThis is exactly how strong trends digest excess without collapsing.\n<h3>⏱️ 4H and 30m execution, sellers already did the work</h3>\nOn the 4H, price rolled off the upper Keltner band and rotated back into the mid channel. That’s constructive. EMA 21 and EMA 55 are compressing beneath price, signalling stabilisation rather than accelerating downside.\n<img src=\"https://community-static.tradeup.com/news/ee0332b8a5b154893aed8101409ed86d\" tg-width=\"2752\" tg-height=\"1736\">\nOn the 30m, the selloff completed a visible liquidity sweep into the lower Keltner and Bollinger compression zone. Volatility expanded, stops were cleared, and downside momentum has already cooled. \n<img src=\"https://community-static.tradeup.com/news/1aedce0ec21cd680e21942c9f4200706\" tg-width=\"2752\" tg-height=\"1732\">\n• 4H Keltner mid acting as value \n• EMA compression beneath price\n• Bollinger expansion followed by contraction\n• Short-term downside momentum largely exhausted\n<h3>🎯 Risk framework, clarity over conviction</h3>\nI’m not chasing price here. I’m watching reaction.\nIf ~$463 holds on a closing basis, I’m looking for rotation back toward the daily gap above with momentum rebuilding through the mid bands.\nI only reassess this framework if daily structure fails and acceptance develops below roughly $455. Until then, this remains digestion, not distribution.\n<h3>🚨 Q4 deliveries, pressure is real and known</h3>\nI’m factoring delivery softness without overstating it.\n• FactSet: 449K, drifting lower from early December\n• Bloomberg: 445K, also revised down\n• Prediction markets: &lt;25% odds $TSLA exceeds 430K\nLast year’s tax-credit pull-forward is gone. China and EU demand have softened. The market knows this. The question is not whether deliveries are weaker, it’s how much of that reality is already priced.\n<img src=\"https://community-static.tradeup.com/news/25311f3307928298543b71878b2e0222\" tg-width=\"1641\" tg-height=\"763\">\n<h3>⚠️ Near-term red flags, acknowledged not ignored</h3>\nBloomberg reports L&amp;F has written down its Cybertruck battery-material contract by over 99%, from nearly $3B to roughly $7K. That is a real signal of near-term uncertainty around Cybertruck volumes and 4680 pacing.\nIn parallel, a new NHTSA probe into ~179K Model 3s over emergency door release visibility adds regulatory scrutiny. These are not thesis breakers, but they do explain why the market demanded a reset.\n<h3>🤖 Autonomy and AI, where the real repricing debate sits</h3>\nTesla’s valuation has already decoupled from autos. The market is now debating timing, not direction.\n• FSD (Supervised) v14.2+ is rolling out widely, including bug-fix releases\n• Cumulative FSD miles now exceed 7B, with over 2.5B on city roads\n• Unsupervised testing continues in Austin, including driverless internal rides\n• Robotaxi progress is real, but still behind Waymo in scale and safety optics\nThis is progress, not perfection, and markets price that distinction aggressively.\n<img src=\"https://community-static.tradeup.com/news/e4d1d58b5f15965e0da194fa29672555\" tg-width=\"1472\" tg-height=\"1703\">\n<h3>🤖 Tesla’s 2026 catalyst stack, this is the roadmap</h3>\nI’m not valuing Tesla as a one-quarter delivery story.\n• Optimus Gen 3 production-intent prototype reveal targeted Q1 2026, scaling through the year\n• Cybercab production begins April 2026 at Giga Texas, aligned with Unboxed manufacturing\n• Tesla Semi enters mass production\n• Continued expansion of robotaxi services\n• Megapack 3 and Megablock production begins\n• Launch of a new residential solar panel\n• Next-gen Tesla Roadster unveil\nThis is not an auto roadmap. It’s an operating-system roadmap for the physical world.\n<h3>🔩 The Cybertruck fastener patent, quiet but strategic</h3>\nPatent US20250361900A1 reveals how Tesla solved galvanic corrosion between stainless steel panels and fasteners, one of the Cybertruck’s most underestimated engineering challenges.\nTesla replaced metal fasteners with a glass-fiber-reinforced polymer locking system delivering 1000–2000N of retention force. It’s corrosion-proof, watertight, reusable, faster to assemble, and cheaper at scale.\nThis directly supports durability, margins, and Tesla’s future modular Unboxed manufacturing process.\n<img src=\"https://community-static.tradeup.com/news/630bde52ea9ebad76f3d402a76ca999b\" tg-width=\"1473\" tg-height=\"1867\">\n<h3>🌍 Global demand signals cutting through the noise </h3>\nI’m seeing strength where the surface narrative says weakness.\n• 🇰🇷 Tesla was the top imported brand among South Koreans aged 20s–30s in 2025, over 21,000 units sold\n<img src=\"https://community-static.tradeup.com/news/d91bf4cb5189ea4b1a01811916df011f\" tg-width=\"1469\" tg-height=\"772\">\n• 🇰🇷 Cybertruck owners in Korea now have access to FSD v14.2, accelerating adoption \n• 🇮🇱 Strong indications FSD could launch in Israel in 2026 following direct engagement with national leadership\n<img src=\"https://community-static.tradeup.com/news/e91c2a8dc58532f63b6b34eecd06316b\" tg-width=\"1659\" tg-height=\"919\">\n• 🇨🇳 China extended NEV subsidies through 2027, stacking trade-ins, financing, and tax incentives that favour OTA-enabled, L2+ vehicles \n<img src=\"https://community-static.tradeup.com/news/6c1d0107fe950cbe16be032d856bc845\" tg-width=\"1641\" tg-height=\"807\">\n🏭 Giga Berlin labour pressure, contained for now \nUnion demands for a 35-hour workweek are real, but management has drawn a clear line. Tesla has raised wages faster than peers and prioritised flexibility. This is operational friction, not structural erosion.\n<img src=\"https://community-static.tradeup.com/news/dd237f01a311836f8841649a4c1dc055\" tg-width=\"1642\" tg-height=\"1333\">\n<h3>🧠 Institutional positioning check, ARK’s roadmap into 2026</h3>\nI’m watching flows as closely as charts, and Cathie Wood’s ARK complex is impossible to ignore right now. ARK funds have materially outperformed again in 2025, marking a third consecutive year of market leadership. Both ARK Innovation and ARK Next Generation Internet ETFs are up roughly 40% this year versus an 18% gain for the S&amp;P 500. That consistency matters on Tiger Trading because it reinforces narrative momentum, not just one-off beta.\n<h3>🔍 What ARKW is really telling us</h3>\nTesla remains the largest holding in ARKW at roughly 9.6% weight. That alone anchors the fund’s forward thesis. The rest of the top holdings form a very deliberate cluster, Roku, AMD, Shopify, Robinhood and Coinbase. This is not diversification for safety. This is concentration around platforms, AI compute, autonomy, fintech rails and crypto optionality.\n<img src=\"https://community-static.tradeup.com/news/f1bd836e44e8b201d1b5f011dee42c87\" tg-width=\"1472\" tg-height=\"1310\">\n🧩 Tesla trimming, signal not noise\nYes, ARK has trimmed Tesla recently, but this has been widely misread. Barron’s correctly argued the sales were modest and consistent with portfolio management rather than a directional call. Tesla remains the single largest position in ARKW. In flow analysis terms, that distinction is everything.\n<img src=\"https://community-static.tradeup.com/news/ba660012638d1d72fb55a7fd5a6f37e5\" tg-width=\"2097\" tg-height=\"2064\">\n🔥 Risk being added where fear peaked\nWhat stands out far more is where ARK leaned in aggressively. In December, ARK funds deployed close to $50M into crypto-exposed equities during the drawdown, accumulating Coinbase, Circle Internet Group, Robinhood, Bullish and Bitmine Immersion Technologies. This occurred as Bitcoin fell from above $126,000 in October to below $88,000 heading into year-end. That is classic ARK behaviour, adding convex exposure when sentiment is compressed.\n🌏 China quietly back on the board\nChina is another signal worth noting. ARK bought Alibaba for the first time since 2021, followed by renewed exposure to Baidu and autonomous mobility name WeRide. After effectively exiting China during the regulatory crackdown, this selective re-entry suggests Wood is again willing to price long-term AI and platform upside, even with volatility still elevated. The Alibaba trade paid off immediately before retracing, reinforcing that timing remains noisy while intent is strategic.\n⚠️ A necessary reality check\nARK does not outperform in every regime. In 2022, ARK Innovation fell 67% compared to a 19% decline in the S&amp;P 500. After a powerful tech-led run and renewed concerns around AI excess and crypto cyclicality, that history matters and adds credibility when acknowledged upfront.\n🧠 Why this matters for Tesla right now\nThis flow backdrop mirrors the Tesla debate almost perfectly. Near-term volatility versus long-duration platform optionality. ARK is clearly positioning for 2026 themes, autonomy, robotics, AI infrastructure and crypto rails, during periods of drawdown rather than chasing momentum at highs.\nTesla is not being analysed in isolation. It sits at the centre of the same platform-led ecosystem ARK is explicitly building exposure to, and that alignment strengthens the broader structural thesis as this consolidation plays out.\n<h3>🧩 Final synthesis </h3>\nThe debate around Tesla is no longer deliveries versus margins. It is whether the market is willing to capitalise autonomy, robotics, and energy before they fully appear in reported earnings. This pullback is where that debate is being settled.\nI’m seeing structure intact, liquidity already harvested, and a roadmap that continues to expand rather than contract. That combination rarely resolves quietly.\n📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀\nTrade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀\n<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks</a> <a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>&nbsp;</body></html>","text":"$Tesla Motors(TSLA)$ $NIO Inc.(NIO)$ Bullish $Intel(INTC)$ Bullish 29 Dec 2025 🇺🇸 | 30 Dec 2025 🇳🇿 I’m not reading this $TSLA pullback as failure. I’m reading it as repricing. The daily gap is now fully closed, downside liquidity has been harvested, and the market is being forced to decide how much of Tesla’s 2026 autonomy, robotics, and energy roadmap it wants to capitalise today, rather than debate near-term delivery noise. 🧠 Daily structure, what actually matters I’m seeing a textbook daily reset, not a breakdown. • The gap below has been fully filled, removing downside magnetism • A clean gap remains overhead, leaving unfinished business above • Gold tops to gold mid around ~$463 is the structural pivot • Higher-low structure on the daily remains intact This is exactly how strong trends digest excess without collapsing. ⏱️ 4H and 30m execution, sellers already did the work On the 4H, price rolled off the upper Keltner band and rotated back into the mid channel. That’s constructive. EMA 21 and EMA 55 are compressing beneath price, signalling stabilisation rather than accelerating downside. On the 30m, the selloff completed a visible liquidity sweep into the lower Keltner and Bollinger compression zone. Volatility expanded, stops were cleared, and downside momentum has already cooled. • 4H Keltner mid acting as value • EMA compression beneath price • Bollinger expansion followed by contraction • Short-term downside momentum largely exhausted 🎯 Risk framework, clarity over conviction I’m not chasing price here. I’m watching reaction. If ~$463 holds on a closing basis, I’m looking for rotation back toward the daily gap above with momentum rebuilding through the mid bands. I only reassess this framework if daily structure fails and acceptance develops below roughly $455. Until then, this remains digestion, not distribution. 🚨 Q4 deliveries, pressure is real and known I’m factoring delivery softness without overstating it. • FactSet: 449K, drifting lower from early December • Bloomberg: 445K, also revised down • Prediction markets: <25% odds $TSLA exceeds 430K Last year’s tax-credit pull-forward is gone. China and EU demand have softened. The market knows this. The question is not whether deliveries are weaker, it’s how much of that reality is already priced. ⚠️ Near-term red flags, acknowledged not ignored Bloomberg reports L&F has written down its Cybertruck battery-material contract by over 99%, from nearly $3B to roughly $7K. That is a real signal of near-term uncertainty around Cybertruck volumes and 4680 pacing. In parallel, a new NHTSA probe into ~179K Model 3s over emergency door release visibility adds regulatory scrutiny. These are not thesis breakers, but they do explain why the market demanded a reset. 🤖 Autonomy and AI, where the real repricing debate sits Tesla’s valuation has already decoupled from autos. The market is now debating timing, not direction. • FSD (Supervised) v14.2+ is rolling out widely, including bug-fix releases • Cumulative FSD miles now exceed 7B, with over 2.5B on city roads • Unsupervised testing continues in Austin, including driverless internal rides • Robotaxi progress is real, but still behind Waymo in scale and safety optics This is progress, not perfection, and markets price that distinction aggressively. 🤖 Tesla’s 2026 catalyst stack, this is the roadmap I’m not valuing Tesla as a one-quarter delivery story. • Optimus Gen 3 production-intent prototype reveal targeted Q1 2026, scaling through the year • Cybercab production begins April 2026 at Giga Texas, aligned with Unboxed manufacturing • Tesla Semi enters mass production • Continued expansion of robotaxi services • Megapack 3 and Megablock production begins • Launch of a new residential solar panel • Next-gen Tesla Roadster unveil This is not an auto roadmap. It’s an operating-system roadmap for the physical world. 🔩 The Cybertruck fastener patent, quiet but strategic Patent US20250361900A1 reveals how Tesla solved galvanic corrosion between stainless steel panels and fasteners, one of the Cybertruck’s most underestimated engineering challenges. Tesla replaced metal fasteners with a glass-fiber-reinforced polymer locking system delivering 1000–2000N of retention force. It’s corrosion-proof, watertight, reusable, faster to assemble, and cheaper at scale. This directly supports durability, margins, and Tesla’s future modular Unboxed manufacturing process. 🌍 Global demand signals cutting through the noise I’m seeing strength where the surface narrative says weakness. • 🇰🇷 Tesla was the top imported brand among South Koreans aged 20s–30s in 2025, over 21,000 units sold • 🇰🇷 Cybertruck owners in Korea now have access to FSD v14.2, accelerating adoption • 🇮🇱 Strong indications FSD could launch in Israel in 2026 following direct engagement with national leadership • 🇨🇳 China extended NEV subsidies through 2027, stacking trade-ins, financing, and tax incentives that favour OTA-enabled, L2+ vehicles 🏭 Giga Berlin labour pressure, contained for now Union demands for a 35-hour workweek are real, but management has drawn a clear line. Tesla has raised wages faster than peers and prioritised flexibility. This is operational friction, not structural erosion. 🧠 Institutional positioning check, ARK’s roadmap into 2026 I’m watching flows as closely as charts, and Cathie Wood’s ARK complex is impossible to ignore right now. ARK funds have materially outperformed again in 2025, marking a third consecutive year of market leadership. Both ARK Innovation and ARK Next Generation Internet ETFs are up roughly 40% this year versus an 18% gain for the S&P 500. That consistency matters on Tiger Trading because it reinforces narrative momentum, not just one-off beta. 🔍 What ARKW is really telling us Tesla remains the largest holding in ARKW at roughly 9.6% weight. That alone anchors the fund’s forward thesis. The rest of the top holdings form a very deliberate cluster, Roku, AMD, Shopify, Robinhood and Coinbase. This is not diversification for safety. This is concentration around platforms, AI compute, autonomy, fintech rails and crypto optionality. 🧩 Tesla trimming, signal not noise Yes, ARK has trimmed Tesla recently, but this has been widely misread. Barron’s correctly argued the sales were modest and consistent with portfolio management rather than a directional call. Tesla remains the single largest position in ARKW. In flow analysis terms, that distinction is everything. 🔥 Risk being added where fear peaked What stands out far more is where ARK leaned in aggressively. In December, ARK funds deployed close to $50M into crypto-exposed equities during the drawdown, accumulating Coinbase, Circle Internet Group, Robinhood, Bullish and Bitmine Immersion Technologies. This occurred as Bitcoin fell from above $126,000 in October to below $88,000 heading into year-end. That is classic ARK behaviour, adding convex exposure when sentiment is compressed. 🌏 China quietly back on the board China is another signal worth noting. ARK bought Alibaba for the first time since 2021, followed by renewed exposure to Baidu and autonomous mobility name WeRide. After effectively exiting China during the regulatory crackdown, this selective re-entry suggests Wood is again willing to price long-term AI and platform upside, even with volatility still elevated. The Alibaba trade paid off immediately before retracing, reinforcing that timing remains noisy while intent is strategic. ⚠️ A necessary reality check ARK does not outperform in every regime. In 2022, ARK Innovation fell 67% compared to a 19% decline in the S&P 500. After a powerful tech-led run and renewed concerns around AI excess and crypto cyclicality, that history matters and adds credibility when acknowledged upfront. 🧠 Why this matters for Tesla right now This flow backdrop mirrors the Tesla debate almost perfectly. Near-term volatility versus long-duration platform optionality. ARK is clearly positioning for 2026 themes, autonomy, robotics, AI infrastructure and crypto rails, during periods of drawdown rather than chasing momentum at highs. Tesla is not being analysed in isolation. It sits at the centre of the same platform-led ecosystem ARK is explicitly building exposure to, and that alignment strengthens the broader structural thesis as this consolidation plays out. 🧩 Final synthesis The debate around Tesla is no longer deliveries versus margins. It is whether the market is willing to capitalise autonomy, robotics, and energy before they fully appear in reported earnings. This pullback is where that debate is being settled. I’m seeing structure intact, liquidity already harvested, and a roadmap that continues to expand rather than contract. That combination rarely resolves quietly. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerPicks @TigerObserver @TigerStars @TigerWire @Daily_Discussion","highlighted":2,"essential":1,"paper":2,"link":"https://ttm.financial/post/516141804962056","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["TSLA","INTC","NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":7802,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":178,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA","TSLZ"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":510,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/516264345023144"}