$NVIDIA Corp(NVDA)$ was looking for a sub 110 entry point into NVDA. Back in 2010. I sold my pre-split TSLA shares at 300 ($100 in today's terms) as I thought it was too expensive. I wanted to buy back at 290 but that price never materialized again. Don't fight the bull, just run with it. Jumped onto NVDA at 120 last night. Hold on for the next leg.
$Tesla Motors(TSLA)$ read some conspiracy theory that Musl might be trying to distance from Trump and maybe Trump's helping him out. The robotaxi event is on hand and the dip in the stock gives it some breathing room. If we were at $400, the expectations would be sky high and would leave no room for error.
$Apple(AAPL)$ hype is over. Now comes reality. Aapl is still a one trick pony. Their fortunes live and die with the iPhone, AI or no AI. Time to take some profit and wait and see. There are many other companies with better product pipelines with growth potentials amongst the Mag 7. My issue with owning AAPL shares is lack of transparency on longer term blueprints and what could boost its bottom line. I can at least see that with the rest of the Mag 7, even Tesla, which has the opportunity to follow MSFT into becoming a software subscription powerhouse. When this pony learns a new trick, I might change my mind.
$Apple(AAPL)$ am sure something is brewing. They have been awfully quiet for a while just quietly taking in the criticism. WWDC will probably be their vindication. I'm keen to see which EV are they teaming up with. Even more bullish on $Rivian Automotive, Inc.(RIVN)$ but it might be misplaced. Fingers crossed. Good luck everyone.
$Tesla Motors(TSLA)$ the robotaxi event was a bust. The tech is intriguing but the focus seems to be on its path to market and profitability. Netflix moved from renting DVDs to streaming and killed Blockbuster. This is Tesla's Netflix moment. If it cannot transcend car manufacturing to become a software giant. Am not interested in deliveries. Will stay Bearish until better data comes about Tesla's next move.
It's at let's call it 900 today. To hit 1k, it's gotta pump more than 10%. After 10 weeks of upward momentum, the bulls will have to work hard to bring it past 1k. The AI event will also take analyst time to digest and decide if it will boost NVDA's story. Perhaps by month end if the AI story is compelling. Don't be the parent that gorengs their kids for getting 90% and ask them where the remaining 10% is. Good luck!
$Tesla Motors(TSLA)$ deliveries will be the least of anyone's worries wrt Tsla. The 1 Aug Robotaxi deadline is fast approaching. Can TSLA deliver on that promise. If you're still looking at TSLA as a car manufacturer, then you need to get with the program. The real money is in software subscriptions. They MOUs lined up with Ford and GM and not sure who else. The focus should be on watching tsla pivot to a subscription business. See what that did for MSFT. Unlimited potential, but Robotaxi and FSD gotta land first.
I don't really buy into the fallacy that halving would up BTC's price. It would require buyers to believe BTC is currently under priced. Am under no illusion this is a ponzi scheme. As long as you aren't holding the bucket when the excreta hits the fan. IMHO, fomo and new ETFs will drive this up. Some analyst think the HK etfs would only inject $500M more into BTC but at some point, these real institutional HODLs make make the coin scarce enough to rocket fuel this ponzi scheme. Just my $0.02. Am long myself on BTC, playing chicken with everyone else to see who blinks first.