ETH.X$BitMine Immersion Technologies Inc.(BMNR)$ I had the same exact gut feeling as when I bought $Tesla Motors(TSLA)$ at $20 before the splits, back when Morgan Stanley put out a $5 price target just before it ran up 1,000% over a few years. Never felt more conviction on any asset in my life.
$Tesla Motors(TSLA)$ TSLA is back above VWAP after absorbing a sharp morning pullback, and the tightening price action suggests the market is deciding where to go next. Bulls have something to build on, but not something to celebrate prematurely. Bears still have a credible case — valuation, margins, and recent resistance haven't disappeared. But neither has the buyers' response. Three consecutive green daily candles, maybe a fourth today, a successful defense of the breakout area, and continued buying on dips tell us demand is still present. The next move won't be determined by opinions. It'll be determined by whether bulls can turn today's consolidation into tomorrow's continuation. Markets don't reverse beca
Why focus on the delivery noise? $Tesla Motors(TSLA)$ is sitting at $379.71, and the long-term money is clearly betting on the humanoid robotics rollout. The structural setup looks solid.
$Tesla Motors(TSLA)$ Tesla doesn't need to spend a ton on CAPEX like other tech companies are doing now, since they've already made those investments. They'll be a true leader in everything from AI chips to AI itself and a range of products that utilize it. I think Tesla is the best AI investment out there.
$Micron Technology(MU)$ Micron is now in a very different league, with its market cap sitting above both $Tesla Motors(TSLA)$ and META. From a trading desk perspective, that's not just a headline. It's a ranking shift that says a lot about how the market is re-rating semiconductors right now. Benefiting from a strong memory and AI demand cycle Repricing is happening faster than most expected Semis are increasingly treated as core AI infrastructure, not just cyclicals When a name like MU starts competing in the same valuation space as mega-cap platforms, it tells you the narrative has already changed.