Trading Strategies: TSLA& TTD
1.
To make it real simple -- $Tesla Motors(TSLA)$ owns the cars the code the chips the charge & the data feedback loop.
Stacked & self-contained, while everyone else is still chasing margins & permits in Mexico. Tariffs just cleared the runway -- now it's a one-man race.
You can hate the man but the setup is clean -- every foreign-built competitor just got clipped.
Robotaxi ain't a maybe it's a when -- don’t bet against full-stack dominance in a rigged map.
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2.
THE BEST TIME TO BUY $Trade Desk Inc.(TTD)$ ?
Interesting how The Trade Desk's recent bounce came right as its FCF multiple hit the exact level as its Jan '23 bottom -- last time, that sparked a 200%+ run over two years 🤔
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