To The Moon

$Rivian Automotive, Inc.(RIVN)$ $Tesla Motors(TSLA)$ $Lucid Group Inc(LCID)$ GM is aiming to develop vehicles in as little as two years with AI and a software push. Two years. Legacy automakers really are late to the game.

$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ Starlink AS14593 already lists Lumen's AS3356 Tier-1 backbone among its upstreams. Now SpaceX looks to be pushing deeper into terrestrial mobile. Spectrum gets SpaceX to the phone. Radios give it terrestrial coverage. Fiber moves huge amounts of terrestrial traffic. Starlink's currently listed upstreams on bgp.tools: Arelion, Lumen, Vocus, GTT, Telxius, WIOCC, EdgeUno and Airtel Kenya. T and VZ have their own Tier-1 backbones. TMUS's parent Deutsche Telekom also operates a global backbone. Lumen brings something interesting to the table: Tier-1 Internet backbone plus national, regional, state and metro fiber infrastructure. Rent it. Build around it. Or own it.

$Tesla Motors(TSLA)$ Bulls are back in control, with 37.1 versus 23.4 and sitting above the control line. It closed at $382.70, up 2.1%, but still sits 23% below the 52-week high of $498.83. Does it make a run at that level?

I've been a very early investor in $Tesla Motors(TSLA)$  and never really understood why the stock kept climbing. I still don't get it, but I like it. $SpaceX(SPCX)$  seems to be behaving exactly the same way, and I want to be part of this.

$CoreWeave, Inc.(CRWV)$ a stock which has the potential to rise significantly alongside bitcoin

$Tesla Motors(TSLA)$ It is genuinely entertaining to see how off the mark some of the bear arguments are. If your whole view here is about car sales, that misses a lot. Tesla does make cars, but the bigger long-term revenue drivers look like batteries for energy storage on the space platform, robots for building those platforms, and mass automation. Each of those could easily generate more than a billion dollars annually. With that kind of potential, $500 by X-Mass seems possible, and if the partnership gets announced, $1000.

$Tesla Motors(TSLA)$  Another positive day, and that makes 200 straight days. I'm up 5,000% on trading TSLA thanks to my algo and the AI approach I built, which is fundamentally different from LLM-based systems.

$NIO Inc.(NIO)$ There's a video saying they want to vote to never let Chinese car companies come to the USA.

$NIO Inc.(NIO)$ Li confirmed that new ES9 orders in August were up compared with July. Three-quarters of ES9 buyers are new to NIO, meaning they come from outside the NIO ecosystem. Li also said the ES9 Horizon and Signature versions currently have a waiting period of roughly 3 to nearly 4 months, while NIO's own configurator was showing 13–14 weeks. Maybe the more important part is that customers are going for the pricier versions, especially ones with SkyRide/Tianxing active suspension. NIO also stated that the ES8 and ES9 have vehicle gross margins above 20%, versus 18.5% for the company overall. So basically, stronger demand, meaningful new-customer acquisition, a richer premium mix, and margins above the company average.

$NIO Inc.(NIO)$ Today felt like a stabilizing session after the stock climbed back from a big drop at the open to close flat. That kind of action is what you usually see when a stock is bottoming, stabilizing, and getting ready to reverse direction. The fundamentals remain sound despite the repetitive, manipulative noise from some bears. The stock price has rarely been this disconnected from the underlying business, and it should eventually come back in line. For anyone not operating from a fear-based mindset, this looks like a pretty compelling setup.