Greg Vogt
Greg Vogt
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$Tesla Motors(TSLA)$ Tesla Roadster event attendees were given earplugs ahead of the unveiling.
$Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $SpaceX(SPCX)$ $Tesla Motors(TSLA)$ Bitwise CIO Matt Hougan's view is that almost every macro path ends with BTC.X higher. If the AI boom continues, scarce assets like Bitcoin win. If AI busts, Bitcoin dips first, then rallies on rate cuts and bailouts. In a soft landing, ETF inflows and adoption keep pushing it up. Pick your scenario. BTC.X wins in all of them.
$Tesla Motors(TSLA)$ October sets the tone for the quarter, and this quarter sets up the next one. Watch the flop. It's not a coincidence that many are calling for the $200s. There really wasn't any other way to set this up before the move that's about to unfold.
$Tesla Motors(TSLA)$ Tesla has a U.S. patent for an "Electric Fan Car" concept that uses four rear-mounted electric ducted fans in a diffuser to add downforce and reduce drag. The system can activate manually or automatically, and it's aimed at better cornering grip, higher cornering speeds, and improved braking stability for high-performance vehicles. It was filed weeks before the Roadster 2.0 reveal, and it builds on earlier ideas like the SpaceX cold-gas thrusters, which suggests Tesla is still working on active aerodynamics for the next-gen Roadster.
$Tesla Motors(TSLA)$ 354.00Still holding the upper channel. Looks like it's going to retest the $383-399 area.
$NIO Inc.(NIO)$  Nio should be at $76 if the stock market wasn't being manipulated by the US. Look at Nio's figures, which are 8x better compared with RIVN. $76 would be the level today if Nio grew as slowly as RIVN. Since Nio's sales are growing much faster, it should be even above $76. That's the reality while US analysts keep RIVN up and keep reducing Nio. US analysts are a joke.
$NIO Inc.(NIO)$  Added under HKD29 and will keep adding all month at this level. When you have as much cash on hand as your market cap and a moat as wide as Nio's, you know you're very close to the bottom. Been doing this 32 years, and the last time I saw a screaming buy like this was when Nvidia was trading at 40 cents in 2013 β€” and I only took a very small position. Not making that mistake again.
$NIO Inc.(NIO)$  Nio Inc.'s entry-level brand Firefly will launch a 60 kWh battery pack before the end of this year, and a convertible version of the debut model is in the pre-research phase, brand president Daniel Jin confirmed at a ceremony in Hefei, as the brand marked its 80,000th vehicle delivery. The price is $18,000 including the battery.
$Tesla Motors(TSLA)$ Tesla may be taking a major step toward mass-producing Optimus. Reports suggest Tesla has placed an initial order for ~5,000 robots, with production potentially reaching 15,000 this year and 2,000–2,500 per week by year-end. The key shift: Optimus may be moving from prototype to scalable manufacturing. Still plenty to prove, but if Tesla executes, this could become much bigger than just a robotics project.
$NIO Inc.(NIO)$ Moving on to Q4 earnings projections with a first preliminary snapshot. Using the company's estimates: more than 120K deliveries, an 18.5% gross margin, and an ASP of $41.5K. That ASP could be what the company is projecting for Q3. That said, if NIO brand sales, mainly the ES8/ES9, keep growing and take up a larger share of the overall mix, Q4 ASP could move higher. In December 2025, 22,276 ES8s were sold, so this wouldn't be far-fetched at all. Being very conservative here, let's use an ASP of $42K. Revenue: $5.040B from vehicle sales, and I would assume other income comes in around $500M. Using $5.5B as the base. Gross profit: $1.017B OpEx: $850M Net profit: $167M Full-year 2026 net profit: $140M
$NIO Inc.(NIO)$ Not bad at all. On 2027, Li avoided giving a specific unit target, saying that with their lineup and commercial/service coverage, they expect 40-50% annual volume growth over the medium to long term. 2027 between 600K and 650K units? What? He also confirmed the 2027 product cycle: NIO: new 5 and 6 Series models. ONVO: one major strategic new product. Firefly: keeping a single model, but getting new editions and technology upgrades. The Q4 call was pretty strong overall: 40K/month in Q4, margins defended despite RMB 16-17K of extra cost per vehicle, ES8/ES9 above 20% margins, and 40-50% annual growth in the medium/long term. Also worth noting: ES9 currently has a 3-4 month delivery wait, and incremental orders from July to Augus
$NIO Inc.(NIO)$  In just the first three sessions of September, volume has already hit the equivalent of 50% of all of August's total, and 60% of July's. That looks like the first strong signal that a rebound or rally could be close.
$NIO Inc.(NIO)$ It's time. First, close the gap at 4.23. Second, test resistance at 4.5.
Nice to see my $Tesla Motors(TSLA)$  position up 4.8% and starting to build some momentum. Price just tagged the prior week high at $366.5. I'd like to see it close above that level. $374 is the earnings gap close.
$Aditxt, Inc.(ADTX)$ A preemptive nod for a bullish week ahead. $NVIDIA(NVDA)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Tesla Motors(TSLA)$  Beaten down stock with huge momentum this past week. Catalysts around the corner. 96 current and 22 pending patents.
$Tesla Motors(TSLA)$  It feels like we keep having to explain this. Apple was once just a computer company, and now hardly anyone remembers it that way. Tesla won't be remembered as a car company either. To me, it's an AI robotics company.
$Tesla Motors(TSLA)$  Looks like the bottom is in. Institutional buyers stepped up in a big way to defend that $305 wall. For Tesla stock, the primary technical support floor is clustered around the $305 level, with secondary and heavier structural support resting near $285. Key levels chart analysts are watching: The $305 critical floor β€” a decisive break below this threshold, especially on high volume, risks accelerating downward momentum. The $285 major support β€” if the immediate $305 zone fails to hold, this lower tier acts as the next major safety net on the charts.
$Tesla Motors(TSLA)$ Tesla isn't just a car company making some of the safest vehicles by all standards. The future looks incredibly bright. The Robotaxi could take over the market in much less time than those who've been at it for over a decade. Robotics are advancing at a pace unmatched elsewhere, and then there's the merger. I haven't even mentioned the recent start of Semi production, which, given time, will also be a force for safer transportation and roadways for families. You can dislike Elon if you really need to follow the crowd, but don't be blind to the future that Tesla and SpaceX are poised to largely define. I didn't even get into AI, AI chips, solar panels, and so on. Then there are the rockets, satellites, and much more once t
$Ford(F)$ Ford announced plans to manufacture batteries for storing electricity, which will be used by data centers and AI semiconductor factories. They also pay a 4.27% dividend.
$Quantumscape Corp.(QS)$ If the internal data from QSE-5 samples validates the 500 Wh/kg target and proves the safety profile, $Tesla Motors(TSLA)$  will have a hard time ignoring the tech. While Tesla prefers to own their tech, a licensing agreement to accelerate Optimus coming to market makes strategic sense.

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