1.
$Tesla Motors(TSLA)$ The past six months have thrown every red flag at Tesla: a ~15% drop in deliveries, rising tariffs, political distractions, and brand damage abroad. Any one of those could shake conviction. Taken together, they look like a trend.
But I’m not exiting. Because beneath the surface, something bigger is unfolding.
Tesla is becoming a full-stack infrastructure company -- energy, autonomy, compute -- built into a system no other automaker can touch.
If the robotaxi rollout hits in June, it’s the next leg. Tesla isn’t betting on EVs anymore. It’s betting on infrastructure. And that’s the bet I still want to make.
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2.
Here are the key levels to watch out for $Alphabet(GOOGL)$ price action on this bounce they're experiencing -- I'm using the Price Action Concepts Indicator from LuxAlgo 👇
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