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02-05

$Tesla Motors(TSLA)$ $Alphabet(GOOGL)$  $Meta Platforms, Inc.(META)$  🚨📰🗞️ I’m seeing meaningful institutional signals lining up around $TSLA right now, and the capital flows are getting hard to ignore.

🚨 ARK Invest’s $ARKX just added 35,766 shares of Tesla, roughly $14.5M at the $406.01 close. Cathie Wood stepping in here signals conviction into weakness rather than chasing strength.

📰🗞️🚨 Zurcher Kantonalbank also lifted its Tesla exposure by 6.28%, adding 130,827 shares and bringing total holdings to 2,214,141 shares, worth nearly $996M in the latest 13F. That’s steady institutional accumulation, not speculative trading.

🚨 Then the real long game catalyst, Tesla is reportedly lifting 2026 capex above $20B, more than double 2025’s ~$8.5B, targeting:

• AI compute and Dojo expansion

• Robotaxi and Cybercab production capacity

• Optimus robotics scaling

• Full autonomy infrastructure buildout

I’m reading this as Tesla shifting from EV manufacturer to full stack AI, autonomy and robotics platform, and the capital spend confirms management is building for scale, not just next quarter deliveries.

After today’s flush, 🔭 zoom out - $TSLA is still in an uptrend with higher highs and higher lows.

Big test here.

🤖⛏️🪏🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀

# 💰Stocks to watch today?(9 Feb）

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Comment（13）

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  • puffyxx
    ·02-05
    TOP
    Spot on! Tesla's AI pivot is a game-changer. [看涨]
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  • 1PC
    ·02-05
    TOP
    Nice Sharing 😊 @JC888 @Shernice軒嬣 2000 @Aqa @DiAngel @Shyon @koolgal
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  • Tui Jude
    ·02-06
    TOP
    Your $Tesla Motors(TSLA)$ breakdown shows how flow and gamma positioning are supporting structure near support while funds add size. I’m seeing similar momentum shifts in $Advanced Micro Devices(AMD)$ as resistance tests line up with earnings and broader macro positioning.
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  • Hen Solo
    ·02-06
    TOP
    您的帖子強調了機構定位如何穩定$特斯拉(TSLA)$儘管波動性波動，但結構。我在追蹤$微軟(MSFT)$此外，由於跨資產流動和盈利勢頭繼續支持宏觀制度的實力。
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  • Cool Cat Winston
    ·02-06
    I like how your post frames institutional flow into $Tesla Motors(TSLA)$ feels like positioning is rebuilding near a liquidity pocket while volatility compresses. Watching $NVIDIA(NVDA)$ too as cross asset AI momentum reshapes macro regime and earnings structure.
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  • TAND
    ·02-07 01:44

    很棒的文章，你愿意分享吗？

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  • PetS
    ·02-06

    Great article, would you like to share it?

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  • Cool Cat Winston
    ·02-06

    很棒的文章，你愿意分享吗？

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  • Kiwi Tigress
    ·02-06

    Great article, would you like to share it?

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  • Queengirlypops
    ·02-06

    很棒的文章，你願意分享嗎？

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  • Hen Solo
    ·02-06

    Great article, would you like to share it?

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  • Tui Jude
    ·02-06

    Great article, would you like to share it?

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  • YueShan
    ·02-06
    Good ⭐⭐⭐
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