I speculated under 5% bullish -To The Moon - Tiger Brokers Online Investing Community - To The Moon

I speculated under 5% bullish with $Tesla Motors(TSLA)$ and earnings night. For some reason, despite a fairly healthy financial outlook and exceeding it's own expectations - Tesla isn't at the stock price where given the EV market data and a robust analysis, shpuld be imho. Perhaps all the AI data centre/memory chips noise is stealing some of $Tesla Motors(TSLA)$ thunder. Tough. I still invest in Tesla because of all the reasons I've said in previous posts. The long term outlook is healthy and strong given BYD it's only real competitor in the EV pool. A bit of time in the shade will keep Tesla humble and out of unsteady 15-mins-of-fame territory, and I back that after the robotaxi launches and steady meeting of deliveries and strong bottom line, the wheat from the chaff will be sorted, and Tesla will again shine in it's own light, not a short-lived limelight...

Tesla's $16.8B Terafab — Can the AI Supply Chain Rally Find Its Catalyst

Tesla +2.83%, Intel +1.84% last Friday on a joint announcement: Tesla and SpaceX will put $16.8 billion into Terafab, an AI chip campus in Texas running logic, memory, advanced packaging and test under one roof — built to feed Optimus, Cybercab and SpaceX's orbital data centers. Intel is the named manufacturing partner, its second foundry win in a week. Down the chain the split already showed: Amkor +2.05%, Vertiv −1.01%. Vertical integration is the whole point — does any of it reach the suppliers?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":588595335008400,"tweetId":"588595335008400","gmtCreate":1784730231335,"gmtModify":1784730235385,"author":{"id":4120143033783952,"idStr":"4120143033783952","authorId":4120143033783952,"authorIdStr":"4120143033783952","name":"Cory2","avatar":"https://community-static.tradeup.com/news/35a1fd8c7e3fece7e78a379732eda476","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.98%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-2","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":28,"starInvestorFlag":false},"themes":[{"themeId":"6ad8ef129c274edb9e72303802089542","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Tesla's $16.8B Terafab — Can the AI Supply Chain Rally Find Its Catalyst","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":6ad8ef129c274edb9e72303802089542}&rnconfig={\"headerBarHidden\": true}","description":"Tesla +2.83%, Intel +1.84% last Friday on a joint announcement: Tesla and SpaceX will put $16.8 billion into Terafab, an AI chip campus in Texas running logic, memory, advanced packaging and test under one roof — built to feed Optimus, Cybercab and SpaceX's orbital data centers. Intel is the named manufacturing partner, its second foundry win in a week. Down the chain the split already showed: Amkor +2.05%, Vertiv −1.01%. Vertical integration is the whole point — does any of it reach the suppliers?","image":"https://community-static.tradeup.com/news/85641f354c6acb9c54b48fdb428035f4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>I speculated under 5% bullish with&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> and earnings night. For some reason, despite a fairly healthy financial outlook and exceeding it's own expectations - Tesla isn't at the stock price where given the EV market data and a robust analysis, shpuld be imho. Perhaps all the AI data centre/memory chips noise is stealing some of&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> thunder. Tough. I still invest in Tesla because of all the reasons I've said in previous posts. The long term outlook is healthy and strong given BYD it's only real competitor in the EV pool. A bit of time in the shade will keep Tesla humble and out of unsteady 15-mins-of-fame&nbsp;territory, and I back that after the robotaxi launches and steady meeting of deliveries and strong bottom line, the wheat from the chaff will be sorted, and Tesla will again shine in it's own light, not a short-lived limelight...</p></body></html>","htmlText":"<html><head></head><body><p>I speculated under 5% bullish with&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> and earnings night. For some reason, despite a fairly healthy financial outlook and exceeding it's own expectations - Tesla isn't at the stock price where given the EV market data and a robust analysis, shpuld be imho. Perhaps all the AI data centre/memory chips noise is stealing some of&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> thunder. Tough. I still invest in Tesla because of all the reasons I've said in previous posts. The long term outlook is healthy and strong given BYD it's only real competitor in the EV pool. A bit of time in the shade will keep Tesla humble and out of unsteady 15-mins-of-fame&nbsp;territory, and I back that after the robotaxi launches and steady meeting of deliveries and strong bottom line, the wheat from the chaff will be sorted, and Tesla will again shine in it's own light, not a short-lived limelight...</p></body></html>","text":"I speculated under 5% bullish with $Tesla Motors(TSLA)$ and earnings night. For some reason, despite a fairly healthy financial outlook and exceeding it's own expectations - Tesla isn't at the stock price where given the EV market data and a robust analysis, shpuld be imho. Perhaps all the AI data centre/memory chips noise is stealing some of $Tesla Motors(TSLA)$ thunder. Tough. I still invest in Tesla because of all the reasons I've said in previous posts. The long term outlook is healthy and strong given BYD it's only real competitor in the EV pool. A bit of time in the shade will keep Tesla humble and out of unsteady 15-mins-of-fame territory, and I back that after the robotaxi launches and steady meeting of deliveries and strong bottom line, the wheat from the chaff will be sorted, and Tesla will again shine in it's own light, not a short-lived limelight...","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/588595335008400","repostId":0,"isVote":1,"tweetType":1,"viewCount":976,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"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":725,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/588595335008400"}