$Tesla Motors(TSLA)$ Been riding this upward trendline since the earnings drop at the end of July. Immediate short-term resistance is clearly at the 50 DMA. Tesla's China team denied reports claiming it had emptied its Shanghai data center and withdrawn teams working to prepare Full Self-Driving for the Chinese market.
$Ondas Holdings Inc.(ONDS)$ Someone I follow in London pointed out that the U.S. Army selected Black Sage as a counter-drone protection unit, one of three chosen. Black Sage is a wholly-owned part of DZYNE, which makes it a 100% Ondas company. There was a brief break below 8 that tripped some stops, and that may have been the last low-price entry. Next up is around 9, though first it has to contend with high open interest in calls at 8.50. Ultimately, double digits shouldn't be a problem as a goal for ONDS. Also worth remembering they've been quiet about their relationship with $Unusual Machines Inc(UMAC)$ as well as $Palantir Technologies Inc.(PLTR)$
$NVIDIA(NVDA)$ Usually there's a run-up into earnings and then a dip after. This time it looks like the reverse might be happening. A post-earnings rally is my guess, but you never know. I added a little more here and in MRVL. Hope I'm right.
$NVIDIA(NVDA)$ Net flow surging, looks bullish. I would have preferred the $217ish support area, but it could start to turn around here in the short term.
$Quantumscape Corp.(QS)$ Bears are pushing GS to buy up shares just to stay delta neutral. I remember seeing something similar with $Apple(AAPL)$ during Covid and $Tesla Motors(TSLA)$ around that same period. They built a large position while keeping a "Sell rating," then eventually flipped to a buy while still holding those positions.
$Tesla Motors(TSLA)$ Realistically, assuming some kind of power run, I can see a spike above 350, settling the day around 347.78. There is also a chance of an early session spike near those levels, only to settle back down into the tip of the wedge or triangle — whichever it is, if it even is one. A straight down plummet is something I just don't see, though I'm always ready if it happens. Of course, with this thing, you never really know.
$NVIDIA(NVDA)$ Jensen has delivered year after year. Market-beating returns, stock splits, a steady stream of partnerships, smart investments, a new quarterly dividend, and of course top-tier chips and software.
Brookfield has been quietly positioning itself at the center of the AI infrastructure buildout. $NVIDIA(NVDA)$ just announced a partnership with Brookfield, Apollo, BlackRock, Blackstone, Goldman Sachs and KKR to help mobilize over $500 BILLION of third-party capital for AI infrastructure. Brookfield CEO Bruce Flatt put it this way: "Compute is fast becoming the essential layer of infrastructure and a core pillar of the Brookfield AI infrastructure strategy." AI isn't just a semiconductor story. Someone has to finance, build and operate the infrastructure behind it. $Brookfield Corp(BN)$ is becoming one of my favorite ways to play that side of the AI boom.
Institutions are quietly getting more aggressive lately. Two names I've noticed with a noticeable jump in institutional ownership over the past month: $Palantir Technologies Inc.(PLTR)$ and RKLB. Both are seeing a sharp acceleration in institutional accumulation compared to the pace over recent months. That kind of buying is worth watching. When institutions start increasing exposure while momentum is building, the next move can get interesting pretty quickly. $Palantir Technologies Inc.(PLTR)$ and $Rocket Lab USA, Inc.(RKLB)$ are definitely on my radar.