Tesla Delivered 22K More Cars Than It Built — How Far Can This Rally Run?

Tesla's Q3 deliveries beat expectations and ran 22,141 units above production — it sold more than it built. The stock closed +4.65% at $370.59 Friday and is on pace for its first annual delivery growth since 2023. It's still -17.60% YTD vs the S&P 500's +12.81%. Bulls read the beat plus the inventory drawdown as real demand, not channel stuffing; bears note most of the decline is multiple compression, not falling sales, so deliveries alone may not restore it. How would you score this rebound?

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nerdbull1669

10-06 10:44

Decoding Tesla’s Q3 Inventory Drawdown: Demand Signals, Valuation Run, and Investor Strategy

Tesla recently reported its third-quarter delivery figures, revealing that it delivered roughly 22,000 more vehicles than it manufactured. This unexpected inventory liquidation sparked a sharp market rally. This article seek to provide an analysis which evaluates the precise operational meaning of this drawdown, tests the sustainability of the current equity rally, and assesses entry windows for investors. 1. The Q3 Numbers: Dissecting the 22,000-Unit Surplus $Tesla Motors(TSLA)$ Tesla’s announcement that it delivered 486,532 vehicles globally against a production output of 464,391 units created an immediate wave of optimism across financial markets. The resulting 22,141-vehicle deficit between production and deliveries represents a notable invent

Decoding Tesla’s Q3 Inventory Drawdown: Demand Signals, Valuation Run, and Investor Strategy

Minglong Think Tank

10-06 00:14

Comprehensive Assessment: What is a reasonable valuation for SpaceX at this stage?

Since SpaceX’s listing, its share price has declined by approximately 50% from its all-time high, followed by a phase gain of roughly 54%. Behind such drastic stock volatility lie both opportunities and risks. At present, SpaceX’s core business and corporate development objectives represent a milestone in the commercial spaceflight history of humankind, embodying a groundbreaking leap for human aerospace endeavors. Therefore, even though the company is operating at a loss, it remains favored by global capital. Is this rally a sustained uptrend or merely a rebound? Are investors offloading shares at high price levels? Or are institutional investors engaging in malicious short selling before accumulating positions at lower price points? For investment institutions and investors participating

Comprehensive Assessment: What is a reasonable valuation for SpaceX at this stage?

Marktomarket

10-05 16:53

Rate-Hike Bets Collapsed and Long Yields Rose Anyway. Who Is Setting the Long End?

The indices: a weak jobs report, and all three still closed higher All three indices closed higher on Friday: the $NASDAQ(.IXIC)$ Composite rose 1.19 per cent to 27,190.86, having reached 27,353.68 at its intraday peak; the $S&P 500(.SPX)$ rose 0.73 per cent to 7,722.72; and the $Dow Jones(.DJI)$ rose 0.49 per cent to 51,176.96. The September employment report came out that morning: non-farm payrolls added 29,000, where the market had looked for somewhere between 85,000 and 90,000, and the unemployment rate went from 4.1 per cent in August to 4.2 per cent, where a flat reading had been expected. The previous tw

Rate-Hike Bets Collapsed and Long Yields Rose Anyway. Who Is Setting the Long End?

苏36

10-05 15:01

[Thinking] Tesla just gave investors something they desperately wanted: evidence that demand may be stabilizing. In Q3 2026, Tesla delivered 486,532 vehicles, compared with production of 464,391. That means deliveries exceeded production by 22,141 vehicles. Tesla also delivered roughly 24,600 more vehicles than the company-compiled Wall Street consensus of 461,974. The stock responded immediately, rising 4.65% to $370.59 on Friday. But here's where I think investors need to be careful: A delivery beat is bullish. A sustainable earnings recovery is a completely different question. My score for this rebound: 7/10. Not 9/10. Not yet. --- 1. The 22K inventory drawdown is actually meaningful The headline number is 486,532 deliveries. The more interesting number is: 486,532 deliveries

Kentzw

10-05 13:12

Tesla Beat Expectations — Now Prove the Comeback Is Real

$Tesla Motors(TSLA)$ just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter. That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter. The inventory picture is also improving. Tesla has now delivered more vehicles than it produce

Tesla Beat Expectations — Now Prove the Comeback Is Real

D1ane

10-05 12:54

Tesla Sold More Than It Built. Is the Turnaround Finally Here?

$Tesla Motors(TSLA)$ just delivered a signal the market has been waiting for. In Q3, Tesla delivered 22,141 more vehicles than it produced. That means the company didn’t simply increase deliveries — it actually reduced its inventory. The market liked what it saw. Tesla shares jumped 4.65% to $370.59, but the bigger story may be what happens next. Tesla is still down 17.6% YTD, while the S&P 500 is up 12.81%. So despite Friday’s rally, investors are still waiting for evidence that the company can turn the corner. And this is where the debate gets interesting. 🐂 The bull case Selling more cars than you build suggests demand is absorbing existing inventory. If Tesla can keep deliveries ahead of production, inventory could continue falling an

Tesla Sold More Than It Built. Is the Turnaround Finally Here?

JC888

09-08

TSLA, cont'd to fall this Week or Rally?

$Tesla Motors(TSLA)$ stock finished the week ending 04 Sep 2026, on a downward slope, retreating from its Thursday peak. (see below) The broader market landscape presents an immediate headwind, with (a) rising Treasury yields and (b) tighter macroeconomic conditions applying sector-wide pressure on technology growth equities. However, TSLA’s specific price decline stems from company-specific hurdles that threaten to linger into the coming week. Wall Street’s lukewarm reaction to the long-anticipated Austin Cybercab event on Thu, 03 Sep 2026, reflected growing investor fatigue over high-concept showcases that lack immediate commercial execution. The event itself, unusually muted and missing CEO Elon Musk’s signature grandstanding, failed to deliver

TSLA, cont'd to fall this Week or Rally?

TigerObserver

09-09

From EVs to Humanoids: Can China’s Carmakers Find Their Next Growth Engine?

China’s electric-vehicle market is entering a tougher stage. Domestic passenger-car sales fell 23.7% year on year in August, while domestic EV and plug-in hybrid sales declined 10.1%. Exports remain a bright spot, with passenger-vehicle exports rising 77.5% and EV and plug-in hybrid exports climbing 154.7%, but intensifying competition at home is putting greater pressure on automakers to find new sources of growth. For the stock market, this makes the industry’s expanding push into humanoid robotics increasingly relevant. Companies including $XPeng Inc.(XPEV)$, BYD, Chery and GAC are trying to extend capabilities developed for intelligent vehicles—such as AI, batteries, sensors, autonomous systems and advanced manufacturing—into ro

From EVs to Humanoids: Can China’s Carmakers Find Their Next Growth Engine?

Isleigh

09-04

45 Cybercabs Are Real. The $1.49 Trillion Question Is What Happens at Car 46.

$Tesla Motors(TSLA)$ Tesla's Cybercab finally crossed an important line this week. It stopped being a presentation. Real Cybercabs are carrying real passengers in Austin, without steering wheels or pedals. Tesla had 45 Cybercabs registered in Texas as of Friday morning, and the stock initially celebrated, jumping 5.42%. Then reality arrived. The shares gave back the enthusiasm, and US regulators opened an audit examining roughly 1,000 Cybercabs and the technical basis Tesla used to certify that the vehicles comply with federal safety standards. That sequence tells us almost everything about the Tesla trade right now. The technology has moved forward. The valuation has moved much further. 45 Cars Matter More Th

45 Cybercabs Are Real. The $1.49 Trillion Question Is What Happens at Car 46.

YXT

09-10

YXT NeoLearning: How AI Mentors Are Reshaping Capability Building for Frontline Managers

Artificial intelligence is moving beyond “answering questions” and “generating content” and is increasingly entering real enterprise work scenarios. For enterprises, the most important change is not simply the addition of another AI tool, but whether AI can continuously participate in employees’ work processes: understanding problems, retrieving knowledge, supporting decision-making, simulating practice, and providing feedback and adjustments based on actual outcomes. As AI begins to participate in the process of “how capabilities are formed,” talent development is also shifting from one-off training programs to intelligent capability support that takes place continuously on the job. YXT.com Group Holding Limited ( $云学堂(YXT)$ ) launched NeoLearning

YXT NeoLearning: How AI Mentors Are Reshaping Capability Building for Frontline Managers

Adz5150

09-06

🚨 45 CYBERCABS DO NOT JUSTIFY $1.4 TRILLION. BUT THAT MAY BE THE WRONG QUESTION.

Tesla finally put the purpose-built Cybercab onto public roads. No steering wheel. No pedals. No driver. And, according to Texas records, only 45 Cybercabs are currently registered in the state. For a company worth around US$1.4 trillion, that number sounds almost ridiculous. 45 cars? Is this really the robotaxi revolution investors have been waiting years for? I think that is the wrong question. Because Tesla’s Cybercab thesis will not ultimately be decided by how many gold cars were parked in Austin during launch week. It will be decided by something much less exciting: Unit economics. 🚕 45 CARS ARE A TEST. NOT A BUSINESS. Tesla’s Texas autonomous fleet contains hundreds of vehicles, but only 45 are currently purpose-built Cybercabs. The company has also begun asking businesses whether t

🚨 45 CYBERCABS DO NOT JUSTIFY $1.4 TRILLION. BUT THAT MAY BE THE WRONG QUESTION.

Optionspuppy

09-04

🚗 Tesla’s Cybercab Catalyst: Why the Stock Went Up First — Then Gave Back the Gains

Tesla investors just got another major catalyst to debate: Cybercab has officially moved from an idea on a presentation slide to an actual vehicle carrying passengers. That sounds extremely bullish. And the market initially agreed. Tesla surged 5.42% to around $376.36, with trading volume reaching roughly 63.6 million shares in the session shown in the chart. But after the excitement settled, the stock moved back down and struggled around the $369–$371 area. So what happened? The simple answer is: The market was excited about the Cybercab launch, but investors quickly realized that 45 cars are still only a very small-scale demonstration. That doesn’t mean the Cybercab story is bad. In fact, I believe this could still become one of Tesla’s most important long-term catalysts. But there is a

🚗 Tesla’s Cybercab Catalyst: Why the Stock Went Up First — Then Gave Back the Gains

Marktomarket

09-04

Waller Said He Could Wait. The Market Didn't.

$S&P 500(.SPX)$ closed 1.06 per cent higher at 7,747.71 and $Dow Jones(.DJI)$ added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: "We can wait one meeting." In the same remarks he left

Waller Said He Could Wait. The Market Didn't.

程俊Dream

08-24

U.S. Equity Technicals Turn Bearish? Several Opportunities Worth Watching (Recent Yield Sharing)

The market did not take long to choose a short- to medium-term direction. Last week, gold and crypto assets both surged, making it clear that the market had entered a new phase of rebound. The previous trading logic can therefore be carried forward naturally, and risk assets are expected to remain resilient through the period before the fourth quarter. The only factor requiring particular caution is the speed of the advance. The logic chain of crypto assets—gold—risk assets changed slightly during last week’s trading. Following the news that the U.S. Treasury would purchase bonds, gold reacted most quickly. However, in terms of both absolute gains and the pace of appreciation, Bitcoin and Ethereum—whose volatility is inherently higher—soon staged a catch-up move and outperformed the earlie

U.S. Equity Technicals Turn Bearish? Several Opportunities Worth Watching (Recent Yield Sharing)

Ivan_Gan

08-24

Treasury’s Large-Scale Rescue May Not Be Good？ Be Cautious Chasing Gold Higher

While the market remained focused on the probability of a Federal Reserve rate hike, the U.S. Treasury released a surprising announcement last week. The Treasury announced that it would “at least double” the size of its liquidity-support buyback operations for Treasury securities maturing in 10 to 30 years, raising the cap for each buyback from USD 2 billion to at least USD 4 billion. Relative to the USD 31 trillion U.S. Treasury market, this buyback volume is negligible. Nevertheless, the Treasury’s move conveyed several messages to the market. First, long-term bond yields are too high, and the Treasury intends to exert some control over them. Second, Treasury yields around 5% may represent a psychological threshold for the U.S. Treasury; if yields deviate too far from that level, more fo

Treasury’s Large-Scale Rescue May Not Be Good？ Be Cautious Chasing Gold Higher

PawsAndProfits

09-04

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Tesla Motors(TSLA)$ I am pretty sure a handful of people have traded TSLA based on its cylical event yesterday, announcement of its cybercab roll out in Austin, Texas. However, do align your rationale and conviction accordingly. You are trading based on a single cylical move, and not based on a mid - long term outlook, or taking into account the intrinsic value of TSLA. I do not condone or disagree with trading during a cylical event, but you have to make your reasons of entry clear so that it is not conluded with other belief systems u have. No smoke and mirr

吉3186

09-17

My choice: B. Maybe — EVs will remain the core business for years. Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business. XPeng: Strong focus on humanoid robots and AI. BYD: Huge manufacturing scale, batteries and supply chain. Chery/GAC: Also developing robotics. But the key question is not “Can they build robots?” It is “Can they sell many robots and make good profits?” I would watch: Orders → Production → Robot cost → Revenue → Profit For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock. Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.

Marktomarket

08-11

Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From

Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on

Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From

Shyon

09-09

Personally, I think humanoid robotics could become a meaningful second growth curve for Chinese EV makers, but I wouldn’t value it as a major profit engine yet. The technology overlap with EVs is real—AI, batteries, sensors, motors and manufacturing give these companies a natural head start. XPeng stands out to me because it is moving aggressively from prototypes toward production and deployment. I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs & recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine. I choose to lean toward $XPeng Inc.(

Marktomarket

08-10

One Design Change at Nvidia Sank Memory and Lifted Optics

Hello. Friday's payrolls report was genuinely bad: July payrolls fell by 23,000, the May and June gains were revised down by a combined 103,000, and hourly earnings rose just 3.2 per cent year on year. $S&P 500(.SPX)$ rose 0.62 per cent to a record close. $NASDAQ(.IXIC)$ rose 1.30 per cent and $Dow Jones(.DJI)$ 0.28 per cent. Data that bad turned out to be good news, because the market immediately cut the odds of a September rate rise to about 44 per cent. Loosen the rate outlook and valuations get room to breathe: $Palantir Technologies Inc.(PLTR)$ ros

One Design Change at Nvidia Sank Memory and Lifted Optics

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This unexpected inventory liquidation sparked a sharp market rally. This article seek to provide an analysis which evaluates the precise operational meaning of this drawdown, tests the sustainability of the current equity rally, and assesses entry windows for investors. 1. The Q3 Numbers: Dissecting the 22,000-Unit Surplus <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Tesla’s announcement that it delivered 486,532 vehicles globally against a production output of 464,391 units created an immediate wave of optimism across financial markets. The resulting 22,141-vehicle deficit between production and deliveries represents a notable invent","listText":"Tesla recently reported its third-quarter delivery figures, revealing that it delivered roughly 22,000 more vehicles than it manufactured. This unexpected inventory liquidation sparked a sharp market rally. This article seek to provide an analysis which evaluates the precise operational meaning of this drawdown, tests the sustainability of the current equity rally, and assesses entry windows for investors. 1. The Q3 Numbers: Dissecting the 22,000-Unit Surplus <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Tesla’s announcement that it delivered 486,532 vehicles globally against a production output of 464,391 units created an immediate wave of optimism across financial markets. The resulting 22,141-vehicle deficit between production and deliveries represents a notable invent","text":"Tesla recently reported its third-quarter delivery figures, revealing that it delivered roughly 22,000 more vehicles than it manufactured. This unexpected inventory liquidation sparked a sharp market rally. This article seek to provide an analysis which evaluates the precise operational meaning of this drawdown, tests the sustainability of the current equity rally, and assesses entry windows for investors. 1. The Q3 Numbers: Dissecting the 22,000-Unit Surplus $Tesla Motors(TSLA)$ Tesla’s announcement that it delivered 486,532 vehicles globally against a production output of 464,391 units created an immediate wave of optimism across financial markets. The resulting 22,141-vehicle deficit between production and deliveries represents a notable invent","images":[{"img":"https://community-static.tradeup.com/news/c46aab4e57b3327ccb4a499f073d4f51","width":"1135","height":"288"},{"img":"https://community-static.tradeup.com/news/a2e8622baaaa3eb6d503a7eca6da0336","width":"1132","height":"175"},{"img":"https://community-static.tradeup.com/news/f9dbd3af19ee871c44fe4df1c590ddda","width":"1131","height":"146"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/615521892418064","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274729583717","authorId":"3479274729583717","name":"richegg","avatar":"https://static.tigerbbs.com/bc939ac6fbcb8985885a8a5671929aec","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274729583717","authorIdStr":"3479274729583717"},"content":"FSD progress matters more to me than the Q3 inventory drawdown. The 22k gap helps the demand narrative, but software and autonomy are still what can keep the valuation bid alive","text":"FSD progress matters more to me than the Q3 inventory drawdown. The 22k gap helps the demand narrative, but software and autonomy are still what can keep the valuation bid alive","html":"FSD progress matters more to me than the Q3 inventory drawdown. The 22k gap helps the demand narrative, but software and autonomy are still what can keep the valuation bid alive"},{"author":{"id":"3479274765978906","authorId":"3479274765978906","name":"NING667","avatar":"https://static.tigerbbs.com/a57c9ae2c0aec0397127c3ef99611f9d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274765978906","authorIdStr":"3479274765978906"},"content":"That framework fits Tesla, but for BYD I'd weight manufacturing efficiency and battery integration more than the AI option. Inventory turns matter, yet the valuation anchor probably sits closer to margin durability.","text":"That framework fits Tesla, but for BYD I'd weight manufacturing efficiency and battery integration more than the AI option. Inventory turns matter, yet the valuation anchor probably sits closer to margin durability.","html":"That framework fits Tesla, but for BYD I'd weight manufacturing efficiency and battery integration more than the AI option. Inventory turns matter, yet the valuation anchor probably sits closer to margin durability."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":615367021584752,"gmtCreate":1791216847085,"gmtModify":1791249680098,"author":{"id":"4254309200115882","authorId":"4254309200115882","name":"Minglong Think Tank","avatar":"https://community-static.tradeup.com/news/97b4aa8432a8ed7ce08a6e8f2303ac14","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4254309200115882","authorIdStr":"4254309200115882"},"themes":[],"title":"Comprehensive Assessment: What is a reasonable valuation for SpaceX at this stage?","htmlText":"Since SpaceX’s listing, its share price has declined by approximately 50% from its all-time high, followed by a phase gain of roughly 54%. Behind such drastic stock volatility lie both opportunities and risks. At present, SpaceX’s core business and corporate development objectives represent a milestone in the commercial spaceflight history of humankind, embodying a groundbreaking leap for human aerospace endeavors. Therefore, even though the company is operating at a loss, it remains favored by global capital. Is this rally a sustained uptrend or merely a rebound? Are investors offloading shares at high price levels? Or are institutional investors engaging in malicious short selling before accumulating positions at lower price points? For investment institutions and investors participating","listText":"Since SpaceX’s listing, its share price has declined by approximately 50% from its all-time high, followed by a phase gain of roughly 54%. Behind such drastic stock volatility lie both opportunities and risks. At present, SpaceX’s core business and corporate development objectives represent a milestone in the commercial spaceflight history of humankind, embodying a groundbreaking leap for human aerospace endeavors. Therefore, even though the company is operating at a loss, it remains favored by global capital. Is this rally a sustained uptrend or merely a rebound? Are investors offloading shares at high price levels? Or are institutional investors engaging in malicious short selling before accumulating positions at lower price points? For investment institutions and investors participating","text":"Since SpaceX’s listing, its share price has declined by approximately 50% from its all-time high, followed by a phase gain of roughly 54%. Behind such drastic stock volatility lie both opportunities and risks. At present, SpaceX’s core business and corporate development objectives represent a milestone in the commercial spaceflight history of humankind, embodying a groundbreaking leap for human aerospace endeavors. Therefore, even though the company is operating at a loss, it remains favored by global capital. Is this rally a sustained uptrend or merely a rebound? Are investors offloading shares at high price levels? Or are institutional investors engaging in malicious short selling before accumulating positions at lower price points? For investment institutions and investors participating","images":[{"img":"https://community-static.tradeup.com/news/afc9f8432e79c37163ecb0703cc13f4f","width":"1134","height":"600"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":316,"commentSize":1,"repostSize":10,"link":"https://ttm.financial/post/615367021584752","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000590","authorId":"9000000000000590","name":"FabianGracie","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000590","authorIdStr":"9000000000000590"},"content":"Long term I care more about Starlink penetration and launch cost curves than this rebound. The 6T to 8T range feels way ahead of the execution path though","text":"Long term I care more about Starlink penetration and launch cost curves than this rebound. The 6T to 8T range feels way ahead of the execution path though","html":"Long term I care more about Starlink penetration and launch cost curves than this rebound. The 6T to 8T range feels way ahead of the execution path though"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":615254573724200,"gmtCreate":1791190383263,"gmtModify":1791191947439,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"Rate-Hike Bets Collapsed and Long Yields Rose Anyway. Who Is Setting the Long End?","htmlText":"The indices: a weak jobs report, and all three still closed higher All three indices closed higher on Friday: the <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Composite rose 1.19 per cent to 27,190.86, having reached 27,353.68 at its intraday peak; the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> rose 0.73 per cent to 7,722.72; and the <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> rose 0.49 per cent to 51,176.96. The September employment report came out that morning: non-farm payrolls added 29,000, where the market had looked for somewhere between 85,000 and 90,000, and the unemployment rate went from 4.1 per cent in August to 4.2 per cent, where a flat reading had been expected. The previous tw","listText":"The indices: a weak jobs report, and all three still closed higher All three indices closed higher on Friday: the <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Composite rose 1.19 per cent to 27,190.86, having reached 27,353.68 at its intraday peak; the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> rose 0.73 per cent to 7,722.72; and the <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> rose 0.49 per cent to 51,176.96. The September employment report came out that morning: non-farm payrolls added 29,000, where the market had looked for somewhere between 85,000 and 90,000, and the unemployment rate went from 4.1 per cent in August to 4.2 per cent, where a flat reading had been expected. The previous tw","text":"The indices: a weak jobs report, and all three still closed higher All three indices closed higher on Friday: the $NASDAQ(.IXIC)$ Composite rose 1.19 per cent to 27,190.86, having reached 27,353.68 at its intraday peak; the $S&P 500(.SPX)$ rose 0.73 per cent to 7,722.72; and the $Dow Jones(.DJI)$ rose 0.49 per cent to 51,176.96. The September employment report came out that morning: non-farm payrolls added 29,000, where the market had looked for somewhere between 85,000 and 90,000, and the unemployment rate went from 4.1 per cent in August to 4.2 per cent, where a flat reading had been expected. The previous tw","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":31,"commentSize":6,"repostSize":3,"link":"https://ttm.financial/post/615254573724200","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"吉3186","avatar":"https://community-static.tradeup.com/news/131cfea234242b957270e5404bf3a771","crmLevel":12,"crmLevelSwitch":0,"idStr":"3570959382184881","authorIdStr":"3570959382184881"},"content":"My view: Memory looks more fragile. Memory/storage prices depend heavily on supply shortages. If Toshiba or other companies increase production, prices and profits could fall quickly. Compute like NVIDIA, AMD and Broadcom has a stronger long-term driver: AI demand. Even if hardware supply improves, AI companies still need more computing power for training and inference. However, compute stocks are not risk-free. Their valuations are already high, so slower AI spending could cause a sharp correction. The weak jobs report is also important. If the economy weakens and the Fed cuts rates, that could support high-growth tech stocks—but falling yields caused by a recession would be a different story. Bottom line: I would be more cautious about memory/storage because the shortage can disappear when supply increases. For long-term investors, I prefer profitable AI compute leaders over companies whose profits mainly depend on a temporary supply shortage.","text":"My view: Memory looks more fragile. Memory/storage prices depend heavily on supply shortages. If Toshiba or other companies increase production, prices and profits could fall quickly. Compute like NVIDIA, AMD and Broadcom has a stronger long-term driver: AI demand. Even if hardware supply improves, AI companies still need more computing power for training and inference. However, compute stocks are not risk-free. Their valuations are already high, so slower AI spending could cause a sharp correction. The weak jobs report is also important. If the economy weakens and the Fed cuts rates, that could support high-growth tech stocks—but falling yields caused by a recession would be a different story. Bottom line: I would be more cautious about memory/storage because the shortage can disappear when supply increases. For long-term investors, I prefer profitable AI compute leaders over companies whose profits mainly depend on a temporary supply shortage.","html":"My view: Memory looks more fragile. Memory/storage prices depend heavily on supply shortages. If Toshiba or other companies increase production, prices and profits could fall quickly. Compute like NVIDIA, AMD and Broadcom has a stronger long-term driver: AI demand. Even if hardware supply improves, AI companies still need more computing power for training and inference. However, compute stocks are not risk-free. Their valuations are already high, so slower AI spending could cause a sharp correction. The weak jobs report is also important. If the economy weakens and the Fed cuts rates, that could support high-growth tech stocks—but falling yields caused by a recession would be a different story. Bottom line: I would be more cautious about memory/storage because the shortage can disappear when supply increases. For long-term investors, I prefer profitable AI compute leaders over companies whose profits mainly depend on a temporary supply shortage."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":615238431084728,"gmtCreate":1791183684189,"gmtModify":1791183700422,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"[Thinking]&nbsp;&nbsp;Tesla just gave investors something they desperately wanted: evidence that demand may be stabilizing. In Q3 2026, Tesla delivered 486,532 vehicles, compared with production of 464,391. That means deliveries exceeded production by 22,141 vehicles. Tesla also delivered roughly 24,600 more vehicles than the company-compiled Wall Street consensus of 461,974. The stock responded immediately, rising 4.65% to $370.59 on Friday. But here's where I think investors need to be careful: A delivery beat is bullish. A sustainable earnings recovery is a completely different question. My score for this rebound: 7/10. Not 9/10. Not yet. --- 1. The 22K inventory drawdown is actually meaningful The headline number is 486,532 deliveries. The more interesting number is: 486,532 deliveries","listText":"[Thinking]&nbsp;&nbsp;Tesla just gave investors something they desperately wanted: evidence that demand may be stabilizing. In Q3 2026, Tesla delivered 486,532 vehicles, compared with production of 464,391. That means deliveries exceeded production by 22,141 vehicles. Tesla also delivered roughly 24,600 more vehicles than the company-compiled Wall Street consensus of 461,974. The stock responded immediately, rising 4.65% to $370.59 on Friday. But here's where I think investors need to be careful: A delivery beat is bullish. A sustainable earnings recovery is a completely different question. My score for this rebound: 7/10. Not 9/10. Not yet. --- 1. The 22K inventory drawdown is actually meaningful The headline number is 486,532 deliveries. The more interesting number is: 486,532 deliveries","text":"[Thinking] Tesla just gave investors something they desperately wanted: evidence that demand may be stabilizing. In Q3 2026, Tesla delivered 486,532 vehicles, compared with production of 464,391. That means deliveries exceeded production by 22,141 vehicles. Tesla also delivered roughly 24,600 more vehicles than the company-compiled Wall Street consensus of 461,974. The stock responded immediately, rising 4.65% to $370.59 on Friday. But here's where I think investors need to be careful: A delivery beat is bullish. A sustainable earnings recovery is a completely different question. My score for this rebound: 7/10. Not 9/10. Not yet. --- 1. The 22K inventory drawdown is actually meaningful The headline number is 486,532 deliveries. The more interesting number is: 486,532 deliveries","images":[{"img":"https://community-static.tradeup.com/news/2663da8efb0222a674c06fb3afab52c6","width":"1200","height":"678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615238431084728","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":615211656991016,"gmtCreate":1791177152272,"gmtModify":1791191973342,"author":{"id":"4252393041885622","authorId":"4252393041885622","name":"Kentzw","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4252393041885622","authorIdStr":"4252393041885622"},"themes":[],"title":"Tesla Beat Expectations — Now Prove the Comeback Is Real","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce","text":"$Tesla Motors(TSLA)$ just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":47,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/615211656991016","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274802108413","authorId":"3479274802108413","name":"Mess0M","avatar":"https://static.tigerbbs.com/6f40081eb0713a23c3646b1838cc62f7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274802108413","authorIdStr":"3479274802108413"},"content":"Q3 beat matters, but YoY still being down keeps this in prove-it mode. October 21 is really about margins and cash flow now","text":"Q3 beat matters, but YoY still being down keeps this in prove-it mode. October 21 is really about margins and cash flow now","html":"Q3 beat matters, but YoY still being down keeps this in prove-it mode. October 21 is really about margins and cash flow now"},{"author":{"id":"9000000000000528","authorId":"9000000000000528","name":"JudyFrederick","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000528","authorIdStr":"9000000000000528"},"content":"311k for Q4 feels very beatable. I care more about cash flow funding Cybertruck ramp and the AI stack than the YoY delivery dip","text":"311k for Q4 feels very beatable. I care more about cash flow funding Cybertruck ramp and the AI stack than the YoY delivery dip","html":"311k for Q4 feels very beatable. I care more about cash flow funding Cybertruck ramp and the AI stack than the YoY delivery dip"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":615207149629736,"gmtCreate":1791176051842,"gmtModify":1791177172965,"author":{"id":"4244787065737032","authorId":"4244787065737032","name":"D1ane","avatar":"https://community-static.tradeup.com/news/9977c2c8264e5d1da9a83ed61034073a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4244787065737032","authorIdStr":"4244787065737032"},"themes":[],"title":"Tesla Sold More Than It Built. Is the Turnaround Finally Here?","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>just delivered a signal the market has been waiting for. In Q3, Tesla delivered 22,141 more vehicles than it produced. That means the company didn’t simply increase deliveries — it actually reduced its inventory. The market liked what it saw. Tesla shares jumped 4.65% to $370.59, but the bigger story may be what happens next. Tesla is still down 17.6% YTD, while the S&amp;P 500 is up 12.81%. So despite Friday’s rally, investors are still waiting for evidence that the company can turn the corner. And this is where the debate gets interesting. 🐂 The bull case Selling more cars than you build suggests demand is absorbing existing inventory. If Tesla can keep deliveries ahead of production, inventory could continue falling an","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>just delivered a signal the market has been waiting for. In Q3, Tesla delivered 22,141 more vehicles than it produced. That means the company didn’t simply increase deliveries — it actually reduced its inventory. The market liked what it saw. Tesla shares jumped 4.65% to $370.59, but the bigger story may be what happens next. Tesla is still down 17.6% YTD, while the S&amp;P 500 is up 12.81%. So despite Friday’s rally, investors are still waiting for evidence that the company can turn the corner. And this is where the debate gets interesting. 🐂 The bull case Selling more cars than you build suggests demand is absorbing existing inventory. If Tesla can keep deliveries ahead of production, inventory could continue falling an","text":"$Tesla Motors(TSLA)$ just delivered a signal the market has been waiting for. In Q3, Tesla delivered 22,141 more vehicles than it produced. That means the company didn’t simply increase deliveries — it actually reduced its inventory. The market liked what it saw. Tesla shares jumped 4.65% to $370.59, but the bigger story may be what happens next. Tesla is still down 17.6% YTD, while the S&P 500 is up 12.81%. So despite Friday’s rally, investors are still waiting for evidence that the company can turn the corner. And this is where the debate gets interesting. 🐂 The bull case Selling more cars than you build suggests demand is absorbing existing inventory. If Tesla can keep deliveries ahead of production, inventory could continue falling an","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615207149629736","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608620423623808,"gmtCreate":1789603459312,"gmtModify":1789606171329,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"吉3186","avatar":"https://community-static.tradeup.com/news/131cfea234242b957270e5404bf3a771","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570959382184881","authorIdStr":"3570959382184881"},"themes":[],"title":"","htmlText":"My choice: B. Maybe — EVs will remain the core business for years. Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business. XPeng: Strong focus on humanoid robots and AI. BYD: Huge manufacturing scale, batteries and supply chain. Chery/GAC: Also developing robotics. But the key question is not “Can they build robots?” It is “Can they sell many robots and make good profits?” I would watch: Orders → Production → Robot cost → Revenue → Profit For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock. Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.","listText":"My choice: B. Maybe — EVs will remain the core business for years. Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business. XPeng: Strong focus on humanoid robots and AI. BYD: Huge manufacturing scale, batteries and supply chain. Chery/GAC: Also developing robotics. But the key question is not “Can they build robots?” It is “Can they sell many robots and make good profits?” I would watch: Orders → Production → Robot cost → Revenue → Profit For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock. Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.","text":"My choice: B. Maybe — EVs will remain the core business for years. Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business. XPeng: Strong focus on humanoid robots and AI. BYD: Huge manufacturing scale, batteries and supply chain. Chery/GAC: Also developing robotics. But the key question is not “Can they build robots?” It is “Can they sell many robots and make good profits?” I would watch: Orders → Production → Robot cost → Revenue → Profit For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock. Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608620423623808","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608293971227864,"gmtCreate":1789523790259,"gmtModify":1789523793490,"author":{"id":"4252393041885622","authorId":"4252393041885622","name":"Kentzw","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4252393041885622","authorIdStr":"4252393041885622"},"themes":[],"title":"","htmlText":"I’d pick B — Maybe. 🤖🚗 Humanoid robots could become a major growth opportunity for China’s EV makers, but EVs are still the core revenue engine. I’d watch whether robotics moves from demos to real production, orders and profitability before pricing in a huge new growth story. 👀📈","listText":"I’d pick B — Maybe. 🤖🚗 Humanoid robots could become a major growth opportunity for China’s EV makers, but EVs are still the core revenue engine. I’d watch whether robotics moves from demos to real production, orders and profitability before pricing in a huge new growth story. 👀📈","text":"I’d pick B — Maybe. 🤖🚗 Humanoid robots could become a major growth opportunity for China’s EV makers, but EVs are still the core revenue engine. I’d watch whether robotics moves from demos to real production, orders and profitability before pricing in a huge new growth story. 👀📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608293971227864","isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606306901836080,"gmtCreate":1789043102906,"gmtModify":1789043442985,"author":{"id":"4241849455082502","authorId":"4241849455082502","name":"YXT","avatar":"https://community-static.tradeup.com/news/f7a2505154afcb175db67395cc0c85c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241849455082502","authorIdStr":"4241849455082502"},"themes":[],"title":"YXT NeoLearning: How AI Mentors Are Reshaping Capability Building for Frontline Managers","htmlText":"Artificial intelligence is moving beyond “answering questions” and “generating content” and is increasingly entering real enterprise work scenarios. For enterprises, the most important change is not simply the addition of another AI tool, but whether AI can continuously participate in employees’ work processes: understanding problems, retrieving knowledge, supporting decision-making, simulating practice, and providing feedback and adjustments based on actual outcomes. As AI begins to participate in the process of “how capabilities are formed,” talent development is also shifting from one-off training programs to intelligent capability support that takes place continuously on the job. YXT.com Group Holding Limited ( <a href=\"https://ttm.financial/S/YXT\">$云学堂(YXT)$</a> ) launched NeoLearning","listText":"Artificial intelligence is moving beyond “answering questions” and “generating content” and is increasingly entering real enterprise work scenarios. For enterprises, the most important change is not simply the addition of another AI tool, but whether AI can continuously participate in employees’ work processes: understanding problems, retrieving knowledge, supporting decision-making, simulating practice, and providing feedback and adjustments based on actual outcomes. As AI begins to participate in the process of “how capabilities are formed,” talent development is also shifting from one-off training programs to intelligent capability support that takes place continuously on the job. YXT.com Group Holding Limited ( <a href=\"https://ttm.financial/S/YXT\">$云学堂(YXT)$</a> ) launched NeoLearning","text":"Artificial intelligence is moving beyond “answering questions” and “generating content” and is increasingly entering real enterprise work scenarios. For enterprises, the most important change is not simply the addition of another AI tool, but whether AI can continuously participate in employees’ work processes: understanding problems, retrieving knowledge, supporting decision-making, simulating practice, and providing feedback and adjustments based on actual outcomes. As AI begins to participate in the process of “how capabilities are formed,” talent development is also shifting from one-off training programs to intelligent capability support that takes place continuously on the job. YXT.com Group Holding Limited ( $云学堂(YXT)$ ) launched NeoLearning","images":[{"img":"https://community-static.tradeup.com/news/adc76c52cca23adf0ec2386605b4d5f3","width":"1344","height":"610"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606306901836080","isVote":1,"tweetType":1,"viewCount":22625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":606040904971496,"gmtCreate":1788996194277,"gmtModify":1788996197209,"author":{"id":"4111531017011072","authorId":"4111531017011072","name":"Benny76","avatar":"https://community-static.tradeup.com/news/3afce9e43755d8dba2553644b6316367","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111531017011072","authorIdStr":"4111531017011072"},"themes":[],"title":"","htmlText":"A, yes robots have the potential to be a huge growth engine for any EV company. The important distinction for investors is the difference between an company that can make a compelling robot and a company that make a profitable robot business.","listText":"A, yes robots have the potential to be a huge growth engine for any EV company. The important distinction for investors is the difference between an company that can make a compelling robot and a company that make a profitable robot business.","text":"A, yes robots have the potential to be a huge growth engine for any EV company. The important distinction for investors is the difference between an company that can make a compelling robot and a company that make a profitable robot business.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606040904971496","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606038116521016,"gmtCreate":1788995622841,"gmtModify":1788995627349,"author":{"id":"4131338849472182","authorId":"4131338849472182","name":"Ri_Love","avatar":"https://community-static.tradeup.com/news/d44f7348e7c8ff958206c6a676c273e9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131338849472182","authorIdStr":"4131338849472182"},"themes":[],"title":"","htmlText":"A. The industry is going to soar! After all if space is obtainable, then EVs are just the tip of the 🌍 Earth!","listText":"A. The industry is going to soar! After all if space is obtainable, then EVs are just the tip of the 🌍 Earth!","text":"A. The industry is going to soar! After all if space is obtainable, then EVs are just the tip of the 🌍 Earth!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606038116521016","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606032045211712,"gmtCreate":1788994133646,"gmtModify":1788994137201,"author":{"id":"4145577437639082","authorId":"4145577437639082","name":"Star in the Sky","avatar":"https://community-static.tradeup.com/news/37e252252b1b80ac71983f2ee5cfe8fb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4145577437639082","authorIdStr":"4145577437639082"},"themes":[],"title":"","htmlText":"🚗 B. Maybe — EVs will remain the core business for years. Humanoid rebots still consider at the early stages.&nbsp; Regulations and safety concern will delay the adoption of Humanoid besides the costs. As a driver, a lot of considerations needed to table out before changing a car.. It is not like just changing a handphone.","listText":"🚗 B. Maybe — EVs will remain the core business for years. Humanoid rebots still consider at the early stages.&nbsp; Regulations and safety concern will delay the adoption of Humanoid besides the costs. As a driver, a lot of considerations needed to table out before changing a car.. It is not like just changing a handphone.","text":"🚗 B. Maybe — EVs will remain the core business for years. Humanoid rebots still consider at the early stages. Regulations and safety concern will delay the adoption of Humanoid besides the costs. As a driver, a lot of considerations needed to table out before changing a car.. It is not like just changing a handphone.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606032045211712","isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606015796736632,"gmtCreate":1788990153631,"gmtModify":1788990156643,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181877949416372","authorIdStr":"4181877949416372"},"themes":[],"title":"","htmlText":"byd","listText":"byd","text":"byd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606015796736632","isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606006687069040,"gmtCreate":1788987837814,"gmtModify":1788987840603,"author":{"id":"4210897722041482","authorId":"4210897722041482","name":"Y SONG","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210897722041482","authorIdStr":"4210897722041482"},"themes":[],"title":"","htmlText":"I would pick C and XPeng.","listText":"I would pick C and XPeng.","text":"I would pick C and XPeng.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606006687069040","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605928353261000,"gmtCreate":1788968731914,"gmtModify":1789035125113,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"Personally, I think humanoid robotics could become a meaningful second growth curve for Chinese EV makers, but I wouldn’t value it as a major profit engine yet. The technology overlap with EVs is real—AI, batteries, sensors, motors and manufacturing give these companies a natural head start. XPeng stands out to me because it is moving aggressively from prototypes toward production and deployment. I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs &amp; recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine. I choose to lean toward<a href=\"https://ttm.financial/S/XPEV\"> $XPeng Inc.(</a>","listText":"Personally, I think humanoid robotics could become a meaningful second growth curve for Chinese EV makers, but I wouldn’t value it as a major profit engine yet. The technology overlap with EVs is real—AI, batteries, sensors, motors and manufacturing give these companies a natural head start. XPeng stands out to me because it is moving aggressively from prototypes toward production and deployment. I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs &amp; recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine. I choose to lean toward<a href=\"https://ttm.financial/S/XPEV\"> $XPeng Inc.(</a>","text":"Personally, I think humanoid robotics could become a meaningful second growth curve for Chinese EV makers, but I wouldn’t value it as a major profit engine yet. The technology overlap with EVs is real—AI, batteries, sensors, motors and manufacturing give these companies a natural head start. XPeng stands out to me because it is moving aggressively from prototypes toward production and deployment. I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs & recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine. I choose to lean toward $XPeng Inc.(","images":[{"img":"https://community-static.tradeup.com/news/edf76c5b71b30fb2cb0dd9099a472f6e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/605928353261000","isVote":1,"tweetType":1,"viewCount":2103,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000470","authorId":"9000000000000470","name":"MorganHope","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000470","authorIdStr":"9000000000000470"},"content":"BOM is still the gating item for me. If they can't get it under 200k, the prototype buzz stays buzzy. XPeng is ahead, but real orders are the only rerating trigger","text":"BOM is still the gating item for me. If they can't get it under 200k, the prototype buzz stays buzzy. XPeng is ahead, but real orders are the only rerating trigger","html":"BOM is still the gating item for me. If they can't get it under 200k, the prototype buzz stays buzzy. XPeng is ahead, but real orders are the only rerating trigger"},{"author":{"id":"9000000000000379","authorId":"9000000000000379","name":"blinki","avatar":"https://static.tigerbbs.com/df45b1de234d853d4a6a7a5cc92e9b70","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000379","authorIdStr":"9000000000000379"},"content":"My bigger worry is robotics soaking up focus and capex while the EV business is still fighting a brutal price war. Physical AI sounds great, but core auto margins have to survive first","text":"My bigger worry is robotics soaking up focus and capex while the EV business is still fighting a brutal price war. Physical AI sounds great, but core auto margins have to survive first","html":"My bigger worry is robotics soaking up focus and capex while the EV business is still fighting a brutal price war. Physical AI sounds great, but core auto margins have to survive first"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":605898632885368,"gmtCreate":1788961569583,"gmtModify":1788961572272,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"themes":[],"title":"","htmlText":"yes. AI and robots are taking over the world","listText":"yes. AI and robots are taking over the world","text":"yes. AI and robots are taking over the world","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605898632885368","isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605922607497336,"gmtCreate":1788959918970,"gmtModify":1788959921966,"author":{"id":"3581820860708816","authorId":"3581820860708816","name":"4M65","avatar":"https://community-static.tradeup.com/news/3d20673230fd33dd4510e7482cfda6ff","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581820860708816","authorIdStr":"3581820860708816"},"themes":[],"title":"","htmlText":"C I'm truly skeptical on the capability notwithstanding it's impending launch. The technology will need to up it's game to make human robot truly replacing many tasks ahead. [Spurting]","listText":"C I'm truly skeptical on the capability notwithstanding it's impending launch. The technology will need to up it's game to make human robot truly replacing many tasks ahead. [Spurting]","text":"C I'm truly skeptical on the capability notwithstanding it's impending launch. The technology will need to up it's game to make human robot truly replacing many tasks ahead. [Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605922607497336","isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605889448620048,"gmtCreate":1788959319557,"gmtModify":1789035166536,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"I would pick XPeng as the most interesting EV-to-humanoid robotics story, but the bigger opportunity may be the technology crossover itself. XPeng’s advantage is not simply having a humanoid prototype. Its experience in intelligent driving, AI, sensors, batteries, electric motors and automated manufacturing gives it a potential foundation for scaling robots. That said, investors should separate robot demonstrations from commercial reality. The real milestones are production volume, customer orders, pricing, unit economics and recurring revenue. If XPeng can prove that its IRON humanoid can move from the factory floor to profitable mass deployment, the market may stop valuing it purely as an automaker and start viewing it as a Physical AI company. That valuation shift could be far more imp","listText":"I would pick XPeng as the most interesting EV-to-humanoid robotics story, but the bigger opportunity may be the technology crossover itself. XPeng’s advantage is not simply having a humanoid prototype. Its experience in intelligent driving, AI, sensors, batteries, electric motors and automated manufacturing gives it a potential foundation for scaling robots. That said, investors should separate robot demonstrations from commercial reality. The real milestones are production volume, customer orders, pricing, unit economics and recurring revenue. If XPeng can prove that its IRON humanoid can move from the factory floor to profitable mass deployment, the market may stop valuing it purely as an automaker and start viewing it as a Physical AI company. That valuation shift could be far more imp","text":"I would pick XPeng as the most interesting EV-to-humanoid robotics story, but the bigger opportunity may be the technology crossover itself. XPeng’s advantage is not simply having a humanoid prototype. Its experience in intelligent driving, AI, sensors, batteries, electric motors and automated manufacturing gives it a potential foundation for scaling robots. That said, investors should separate robot demonstrations from commercial reality. The real milestones are production volume, customer orders, pricing, unit economics and recurring revenue. If XPeng can prove that its IRON humanoid can move from the factory floor to profitable mass deployment, the market may stop valuing it purely as an automaker and start viewing it as a Physical AI company. That valuation shift could be far more imp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/605889448620048","isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000459","authorId":"9000000000000459","name":"NathanEsther","avatar":"https://static.tigerbbs.com/9751f7fcf698c4a7ddfe0208d14a33ab","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000459","authorIdStr":"9000000000000459"},"content":"Physical AI angle still feels underpriced here. The hardest jump is not the demo, it is repeatable production scale with real orders behind it","text":"Physical AI angle still feels underpriced here. The hardest jump is not the demo, it is repeatable production scale with real orders behind it","html":"Physical AI angle still feels underpriced here. The hardest jump is not the demo, it is repeatable production scale with real orders behind it"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605910491345040,"gmtCreate":1788958145426,"gmtModify":1788996600067,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"From EVs to Humanoids: Can China’s Carmakers Find Their Next Growth Engine?","htmlText":"China’s electric-vehicle market is entering a tougher stage. Domestic passenger-car sales fell 23.7% year on year in August, while domestic EV and plug-in hybrid sales declined 10.1%. Exports remain a bright spot, with passenger-vehicle exports rising 77.5% and EV and plug-in hybrid exports climbing 154.7%, but intensifying competition at home is putting greater pressure on automakers to find new sources of growth. For the stock market, this makes the industry’s expanding push into humanoid robotics increasingly relevant. Companies including <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>, BYD, Chery and GAC are trying to extend capabilities developed for intelligent vehicles—such as AI, batteries, sensors, autonomous systems and advanced manufacturing—into ro","listText":"China’s electric-vehicle market is entering a tougher stage. Domestic passenger-car sales fell 23.7% year on year in August, while domestic EV and plug-in hybrid sales declined 10.1%. Exports remain a bright spot, with passenger-vehicle exports rising 77.5% and EV and plug-in hybrid exports climbing 154.7%, but intensifying competition at home is putting greater pressure on automakers to find new sources of growth. For the stock market, this makes the industry’s expanding push into humanoid robotics increasingly relevant. Companies including <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>, BYD, Chery and GAC are trying to extend capabilities developed for intelligent vehicles—such as AI, batteries, sensors, autonomous systems and advanced manufacturing—into ro","text":"China’s electric-vehicle market is entering a tougher stage. Domestic passenger-car sales fell 23.7% year on year in August, while domestic EV and plug-in hybrid sales declined 10.1%. Exports remain a bright spot, with passenger-vehicle exports rising 77.5% and EV and plug-in hybrid exports climbing 154.7%, but intensifying competition at home is putting greater pressure on automakers to find new sources of growth. For the stock market, this makes the industry’s expanding push into humanoid robotics increasingly relevant. Companies including $XPeng Inc.(XPEV)$, BYD, Chery and GAC are trying to extend capabilities developed for intelligent vehicles—such as AI, batteries, sensors, autonomous systems and advanced manufacturing—into ro","images":[{"img":"https://community-static.tradeup.com/news/8ff58addeed9e0a83ceb312a8e91b41b"},{"img":"https://community-static.tradeup.com/news/17443ffba0b77226048e47dd7384f5c1"},{"img":"https://community-static.tradeup.com/news/e854bb9af94cf074f3a8b7a7225ba16f"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":249,"commentSize":13,"repostSize":22,"link":"https://ttm.financial/post/605910491345040","isVote":1,"tweetType":1,"viewCount":8256,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"I would pickXPengas the most interesting EV-to-humanoid robotics story, but the bigger opportunity may be the technology crossover itself. XPeng's advantage is not simply having a humanoid prototype. Its experience in intelligent driving, AI, sensors, batteries, electric motors and automated manufacturing gives it a potential foundation for scaling robots. That said, investors should separaterobot demonstrations from commercial reality. The real milestones are production volume, customer orders, pricing, unit economics and recurring revenue. If XPeng can prove that its IRON humanoid can move from the factory floor to profitable mass deployment, the market may stop valuing it purely as an automaker and start viewing it as aPhysical AI company. That valuation shift could be far more important than the robot itself. @TigerObserver [胜利]","text":"I would pickXPengas the most interesting EV-to-humanoid robotics story, but the bigger opportunity may be the technology crossover itself. XPeng's advantage is not simply having a humanoid prototype. Its experience in intelligent driving, AI, sensors, batteries, electric motors and automated manufacturing gives it a potential foundation for scaling robots. That said, investors should separaterobot demonstrations from commercial reality. The real milestones are production volume, customer orders, pricing, unit economics and recurring revenue. If XPeng can prove that its IRON humanoid can move from the factory floor to profitable mass deployment, the market may stop valuing it purely as an automaker and start viewing it as aPhysical AI company. That valuation shift could be far more important than the robot itself. @TigerObserver [胜利]","html":"I would pickXPengas the most interesting EV-to-humanoid robotics story, but the bigger opportunity may be the technology crossover itself. XPeng's advantage is not simply having a humanoid prototype. Its experience in intelligent driving, AI, sensors, batteries, electric motors and automated manufacturing gives it a potential foundation for scaling robots. That said, investors should separaterobot demonstrations from commercial reality. The real milestones are production volume, customer orders, pricing, unit economics and recurring revenue. If XPeng can prove that its IRON humanoid can move from the factory floor to profitable mass deployment, the market may stop valuing it purely as an automaker and start viewing it as aPhysical AI company. That valuation shift could be far more important than the robot itself. @TigerObserver [胜利]"},{"author":{"id":"3581820860708816","authorId":"3581820860708816","name":"4M65","avatar":"https://community-static.tradeup.com/news/3d20673230fd33dd4510e7482cfda6ff","crmLevel":12,"crmLevelSwitch":1,"idStr":"3581820860708816","authorIdStr":"3581820860708816"},"content":"C I'm truly skeptical on the capability notwithstanding it's impending launch. The technology will need to up it's game to make human robot truly replacing many tasks ahead. [Spurting]","text":"C I'm truly skeptical on the capability notwithstanding it's impending launch. The technology will need to up it's game to make human robot truly replacing many tasks ahead. [Spurting]","html":"C I'm truly skeptical on the capability notwithstanding it's impending launch. The technology will need to up it's game to make human robot truly replacing many tasks ahead. [Spurting]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":605393702293576,"gmtCreate":1788838164217,"gmtModify":1788966600210,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"TSLA, cont'd to fall this Week or Rally?","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> stock finished the week ending 04 Sep 2026, on a downward slope, retreating from its Thursday peak. (see below) The broader market landscape presents an immediate headwind, with (a) rising Treasury yields and (b) tighter macroeconomic conditions applying sector-wide pressure on technology growth equities. However, TSLA’s specific price decline stems from company-specific hurdles that threaten to linger into the coming week. Wall Street’s lukewarm reaction to the long-anticipated Austin Cybercab event on Thu, 03 Sep 2026, reflected growing investor fatigue over high-concept showcases that lack immediate commercial execution. The event itself, unusually muted and missing CEO Elon Musk’s signature grandstanding, failed to deliver","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> stock finished the week ending 04 Sep 2026, on a downward slope, retreating from its Thursday peak. (see below) The broader market landscape presents an immediate headwind, with (a) rising Treasury yields and (b) tighter macroeconomic conditions applying sector-wide pressure on technology growth equities. However, TSLA’s specific price decline stems from company-specific hurdles that threaten to linger into the coming week. Wall Street’s lukewarm reaction to the long-anticipated Austin Cybercab event on Thu, 03 Sep 2026, reflected growing investor fatigue over high-concept showcases that lack immediate commercial execution. The event itself, unusually muted and missing CEO Elon Musk’s signature grandstanding, failed to deliver","text":"$Tesla Motors(TSLA)$ stock finished the week ending 04 Sep 2026, on a downward slope, retreating from its Thursday peak. (see below) The broader market landscape presents an immediate headwind, with (a) rising Treasury yields and (b) tighter macroeconomic conditions applying sector-wide pressure on technology growth equities. However, TSLA’s specific price decline stems from company-specific hurdles that threaten to linger into the coming week. Wall Street’s lukewarm reaction to the long-anticipated Austin Cybercab event on Thu, 03 Sep 2026, reflected growing investor fatigue over high-concept showcases that lack immediate commercial execution. The event itself, unusually muted and missing CEO Elon Musk’s signature grandstanding, failed to deliver","images":[{"img":"https://community-static.tradeup.com/news/0b27eea656ad4f230f2379c3f9f8a8af","width":"1202","height":"650"},{"img":"https://community-static.tradeup.com/news/b79cfb180fa72b46d7d6a292e10a6140","width":"1186","height":"483"},{"img":"https://community-static.tradeup.com/news/ec73cd97aae77f01d0796b8e5ec66f70","width":"846","height":"249"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":124,"commentSize":21,"repostSize":524,"link":"https://ttm.financial/post/605393702293576","isVote":1,"tweetType":1,"viewCount":10341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000177","authorId":"9000000000000177","name":"jigglyp","avatar":"https://static.tigerbbs.com/81107c0431f248a6c5b526745a8ca6e4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000177","authorIdStr":"9000000000000177"},"content":"Regulatory overhang feels loud, but autonomy progress is still the part that matters. If road data keeps improving, this dip can fade fast","text":"Regulatory overhang feels loud, but autonomy progress is still the part that matters. If road data keeps improving, this dip can fade fast","html":"Regulatory overhang feels loud, but autonomy progress is still the part that matters. If road data keeps improving, this dip can fade fast"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Before trading resumes on Tue, 08 Sep 2026 - enclosed is a recap of TSLA's last Friday closing. (see attached) The EV maker closed down by -5.92% to close the week at $354.08 per share. This as US market fell across the board, owing to a relatively stronger than expected US Non-farm payroll report.","text":"Before trading resumes on Tue, 08 Sep 2026 - enclosed is a recap of TSLA's last Friday closing. (see attached) The EV maker closed down by -5.92% to close the week at $354.08 per share. This as US market fell across the board, owing to a relatively stronger than expected US Non-farm payroll report.","html":"Before trading resumes on Tue, 08 Sep 2026 - enclosed is a recap of TSLA's last Friday closing. (see attached) The EV maker closed down by -5.92% to close the week at $354.08 per share. This as US market fell across the board, owing to a relatively stronger than expected US Non-farm payroll report."}],"imageCount":11,"langContent":"EN","totalScore":0}],"essenList":[{"id":615521892418064,"gmtCreate":1791254693718,"gmtModify":1791268920726,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Decoding Tesla’s Q3 Inventory Drawdown: Demand Signals, Valuation Run, and Investor Strategy","htmlText":"Tesla recently reported its third-quarter delivery figures, revealing that it delivered roughly 22,000 more vehicles than it manufactured. This unexpected inventory liquidation sparked a sharp market rally. This article seek to provide an analysis which evaluates the precise operational meaning of this drawdown, tests the sustainability of the current equity rally, and assesses entry windows for investors. 1. The Q3 Numbers: Dissecting the 22,000-Unit Surplus <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Tesla’s announcement that it delivered 486,532 vehicles globally against a production output of 464,391 units created an immediate wave of optimism across financial markets. The resulting 22,141-vehicle deficit between production and deliveries represents a notable invent","listText":"Tesla recently reported its third-quarter delivery figures, revealing that it delivered roughly 22,000 more vehicles than it manufactured. This unexpected inventory liquidation sparked a sharp market rally. This article seek to provide an analysis which evaluates the precise operational meaning of this drawdown, tests the sustainability of the current equity rally, and assesses entry windows for investors. 1. The Q3 Numbers: Dissecting the 22,000-Unit Surplus <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Tesla’s announcement that it delivered 486,532 vehicles globally against a production output of 464,391 units created an immediate wave of optimism across financial markets. The resulting 22,141-vehicle deficit between production and deliveries represents a notable invent","text":"Tesla recently reported its third-quarter delivery figures, revealing that it delivered roughly 22,000 more vehicles than it manufactured. This unexpected inventory liquidation sparked a sharp market rally. This article seek to provide an analysis which evaluates the precise operational meaning of this drawdown, tests the sustainability of the current equity rally, and assesses entry windows for investors. 1. The Q3 Numbers: Dissecting the 22,000-Unit Surplus $Tesla Motors(TSLA)$ Tesla’s announcement that it delivered 486,532 vehicles globally against a production output of 464,391 units created an immediate wave of optimism across financial markets. The resulting 22,141-vehicle deficit between production and deliveries represents a notable invent","images":[{"img":"https://community-static.tradeup.com/news/c46aab4e57b3327ccb4a499f073d4f51","width":"1135","height":"288"},{"img":"https://community-static.tradeup.com/news/a2e8622baaaa3eb6d503a7eca6da0336","width":"1132","height":"175"},{"img":"https://community-static.tradeup.com/news/f9dbd3af19ee871c44fe4df1c590ddda","width":"1131","height":"146"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/615521892418064","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274729583717","authorId":"3479274729583717","name":"richegg","avatar":"https://static.tigerbbs.com/bc939ac6fbcb8985885a8a5671929aec","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274729583717","idStr":"3479274729583717"},"content":"FSD progress matters more to me than the Q3 inventory drawdown. The 22k gap helps the demand narrative, but software and autonomy are still what can keep the valuation bid alive","text":"FSD progress matters more to me than the Q3 inventory drawdown. The 22k gap helps the demand narrative, but software and autonomy are still what can keep the valuation bid alive","html":"FSD progress matters more to me than the Q3 inventory drawdown. The 22k gap helps the demand narrative, but software and autonomy are still what can keep the valuation bid alive"},{"author":{"id":"3479274765978906","authorId":"3479274765978906","name":"NING667","avatar":"https://static.tigerbbs.com/a57c9ae2c0aec0397127c3ef99611f9d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274765978906","idStr":"3479274765978906"},"content":"That framework fits Tesla, but for BYD I'd weight manufacturing efficiency and battery integration more than the AI option. Inventory turns matter, yet the valuation anchor probably sits closer to margin durability.","text":"That framework fits Tesla, but for BYD I'd weight manufacturing efficiency and battery integration more than the AI option. Inventory turns matter, yet the valuation anchor probably sits closer to margin durability.","html":"That framework fits Tesla, but for BYD I'd weight manufacturing efficiency and battery integration more than the AI option. Inventory turns matter, yet the valuation anchor probably sits closer to margin durability."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":615367021584752,"gmtCreate":1791216847085,"gmtModify":1791249680098,"author":{"id":"4254309200115882","authorId":"4254309200115882","name":"Minglong Think Tank","avatar":"https://community-static.tradeup.com/news/97b4aa8432a8ed7ce08a6e8f2303ac14","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4254309200115882","idStr":"4254309200115882"},"themes":[],"title":"Comprehensive Assessment: What is a reasonable valuation for SpaceX at this stage?","htmlText":"Since SpaceX’s listing, its share price has declined by approximately 50% from its all-time high, followed by a phase gain of roughly 54%. Behind such drastic stock volatility lie both opportunities and risks. At present, SpaceX’s core business and corporate development objectives represent a milestone in the commercial spaceflight history of humankind, embodying a groundbreaking leap for human aerospace endeavors. Therefore, even though the company is operating at a loss, it remains favored by global capital. Is this rally a sustained uptrend or merely a rebound? Are investors offloading shares at high price levels? Or are institutional investors engaging in malicious short selling before accumulating positions at lower price points? For investment institutions and investors participating","listText":"Since SpaceX’s listing, its share price has declined by approximately 50% from its all-time high, followed by a phase gain of roughly 54%. Behind such drastic stock volatility lie both opportunities and risks. At present, SpaceX’s core business and corporate development objectives represent a milestone in the commercial spaceflight history of humankind, embodying a groundbreaking leap for human aerospace endeavors. Therefore, even though the company is operating at a loss, it remains favored by global capital. Is this rally a sustained uptrend or merely a rebound? Are investors offloading shares at high price levels? Or are institutional investors engaging in malicious short selling before accumulating positions at lower price points? For investment institutions and investors participating","text":"Since SpaceX’s listing, its share price has declined by approximately 50% from its all-time high, followed by a phase gain of roughly 54%. Behind such drastic stock volatility lie both opportunities and risks. At present, SpaceX’s core business and corporate development objectives represent a milestone in the commercial spaceflight history of humankind, embodying a groundbreaking leap for human aerospace endeavors. Therefore, even though the company is operating at a loss, it remains favored by global capital. Is this rally a sustained uptrend or merely a rebound? Are investors offloading shares at high price levels? Or are institutional investors engaging in malicious short selling before accumulating positions at lower price points? For investment institutions and investors participating","images":[{"img":"https://community-static.tradeup.com/news/afc9f8432e79c37163ecb0703cc13f4f","width":"1134","height":"600"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":316,"commentSize":1,"repostSize":10,"link":"https://ttm.financial/post/615367021584752","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000590","authorId":"9000000000000590","name":"FabianGracie","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000590","idStr":"9000000000000590"},"content":"Long term I care more about Starlink penetration and launch cost curves than this rebound. The 6T to 8T range feels way ahead of the execution path though","text":"Long term I care more about Starlink penetration and launch cost curves than this rebound. The 6T to 8T range feels way ahead of the execution path though","html":"Long term I care more about Starlink penetration and launch cost curves than this rebound. The 6T to 8T range feels way ahead of the execution path though"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":615254573724200,"gmtCreate":1791190383263,"gmtModify":1791191947439,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"Rate-Hike Bets Collapsed and Long Yields Rose Anyway. Who Is Setting the Long End?","htmlText":"The indices: a weak jobs report, and all three still closed higher All three indices closed higher on Friday: the <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Composite rose 1.19 per cent to 27,190.86, having reached 27,353.68 at its intraday peak; the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> rose 0.73 per cent to 7,722.72; and the <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> rose 0.49 per cent to 51,176.96. The September employment report came out that morning: non-farm payrolls added 29,000, where the market had looked for somewhere between 85,000 and 90,000, and the unemployment rate went from 4.1 per cent in August to 4.2 per cent, where a flat reading had been expected. The previous tw","listText":"The indices: a weak jobs report, and all three still closed higher All three indices closed higher on Friday: the <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Composite rose 1.19 per cent to 27,190.86, having reached 27,353.68 at its intraday peak; the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> rose 0.73 per cent to 7,722.72; and the <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> rose 0.49 per cent to 51,176.96. The September employment report came out that morning: non-farm payrolls added 29,000, where the market had looked for somewhere between 85,000 and 90,000, and the unemployment rate went from 4.1 per cent in August to 4.2 per cent, where a flat reading had been expected. The previous tw","text":"The indices: a weak jobs report, and all three still closed higher All three indices closed higher on Friday: the $NASDAQ(.IXIC)$ Composite rose 1.19 per cent to 27,190.86, having reached 27,353.68 at its intraday peak; the $S&P 500(.SPX)$ rose 0.73 per cent to 7,722.72; and the $Dow Jones(.DJI)$ rose 0.49 per cent to 51,176.96. The September employment report came out that morning: non-farm payrolls added 29,000, where the market had looked for somewhere between 85,000 and 90,000, and the unemployment rate went from 4.1 per cent in August to 4.2 per cent, where a flat reading had been expected. The previous tw","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":31,"commentSize":6,"repostSize":3,"link":"https://ttm.financial/post/615254573724200","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"吉3186","avatar":"https://community-static.tradeup.com/news/131cfea234242b957270e5404bf3a771","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"content":"My view: Memory looks more fragile. Memory/storage prices depend heavily on supply shortages. If Toshiba or other companies increase production, prices and profits could fall quickly. Compute like NVIDIA, AMD and Broadcom has a stronger long-term driver: AI demand. Even if hardware supply improves, AI companies still need more computing power for training and inference. However, compute stocks are not risk-free. Their valuations are already high, so slower AI spending could cause a sharp correction. The weak jobs report is also important. If the economy weakens and the Fed cuts rates, that could support high-growth tech stocks—but falling yields caused by a recession would be a different story. Bottom line: I would be more cautious about memory/storage because the shortage can disappear when supply increases. For long-term investors, I prefer profitable AI compute leaders over companies whose profits mainly depend on a temporary supply shortage.","text":"My view: Memory looks more fragile. Memory/storage prices depend heavily on supply shortages. If Toshiba or other companies increase production, prices and profits could fall quickly. Compute like NVIDIA, AMD and Broadcom has a stronger long-term driver: AI demand. Even if hardware supply improves, AI companies still need more computing power for training and inference. However, compute stocks are not risk-free. Their valuations are already high, so slower AI spending could cause a sharp correction. The weak jobs report is also important. If the economy weakens and the Fed cuts rates, that could support high-growth tech stocks—but falling yields caused by a recession would be a different story. Bottom line: I would be more cautious about memory/storage because the shortage can disappear when supply increases. For long-term investors, I prefer profitable AI compute leaders over companies whose profits mainly depend on a temporary supply shortage.","html":"My view: Memory looks more fragile. Memory/storage prices depend heavily on supply shortages. If Toshiba or other companies increase production, prices and profits could fall quickly. Compute like NVIDIA, AMD and Broadcom has a stronger long-term driver: AI demand. Even if hardware supply improves, AI companies still need more computing power for training and inference. However, compute stocks are not risk-free. Their valuations are already high, so slower AI spending could cause a sharp correction. The weak jobs report is also important. If the economy weakens and the Fed cuts rates, that could support high-growth tech stocks—but falling yields caused by a recession would be a different story. Bottom line: I would be more cautious about memory/storage because the shortage can disappear when supply increases. For long-term investors, I prefer profitable AI compute leaders over companies whose profits mainly depend on a temporary supply shortage."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":615238431084728,"gmtCreate":1791183684189,"gmtModify":1791183700422,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"themes":[],"title":"","htmlText":"[Thinking]&nbsp;&nbsp;Tesla just gave investors something they desperately wanted: evidence that demand may be stabilizing. In Q3 2026, Tesla delivered 486,532 vehicles, compared with production of 464,391. That means deliveries exceeded production by 22,141 vehicles. Tesla also delivered roughly 24,600 more vehicles than the company-compiled Wall Street consensus of 461,974. The stock responded immediately, rising 4.65% to $370.59 on Friday. But here's where I think investors need to be careful: A delivery beat is bullish. A sustainable earnings recovery is a completely different question. My score for this rebound: 7/10. Not 9/10. Not yet. --- 1. The 22K inventory drawdown is actually meaningful The headline number is 486,532 deliveries. The more interesting number is: 486,532 deliveries","listText":"[Thinking]&nbsp;&nbsp;Tesla just gave investors something they desperately wanted: evidence that demand may be stabilizing. In Q3 2026, Tesla delivered 486,532 vehicles, compared with production of 464,391. That means deliveries exceeded production by 22,141 vehicles. Tesla also delivered roughly 24,600 more vehicles than the company-compiled Wall Street consensus of 461,974. The stock responded immediately, rising 4.65% to $370.59 on Friday. But here's where I think investors need to be careful: A delivery beat is bullish. A sustainable earnings recovery is a completely different question. My score for this rebound: 7/10. Not 9/10. Not yet. --- 1. The 22K inventory drawdown is actually meaningful The headline number is 486,532 deliveries. The more interesting number is: 486,532 deliveries","text":"[Thinking] Tesla just gave investors something they desperately wanted: evidence that demand may be stabilizing. In Q3 2026, Tesla delivered 486,532 vehicles, compared with production of 464,391. That means deliveries exceeded production by 22,141 vehicles. Tesla also delivered roughly 24,600 more vehicles than the company-compiled Wall Street consensus of 461,974. The stock responded immediately, rising 4.65% to $370.59 on Friday. But here's where I think investors need to be careful: A delivery beat is bullish. A sustainable earnings recovery is a completely different question. My score for this rebound: 7/10. Not 9/10. Not yet. --- 1. The 22K inventory drawdown is actually meaningful The headline number is 486,532 deliveries. The more interesting number is: 486,532 deliveries","images":[{"img":"https://community-static.tradeup.com/news/2663da8efb0222a674c06fb3afab52c6","width":"1200","height":"678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615238431084728","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":615211656991016,"gmtCreate":1791177152272,"gmtModify":1791191973342,"author":{"id":"4252393041885622","authorId":"4252393041885622","name":"Kentzw","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4252393041885622","idStr":"4252393041885622"},"themes":[],"title":"Tesla Beat Expectations — Now Prove the Comeback Is Real","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce","text":"$Tesla Motors(TSLA)$ just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":47,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/615211656991016","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274802108413","authorId":"3479274802108413","name":"Mess0M","avatar":"https://static.tigerbbs.com/6f40081eb0713a23c3646b1838cc62f7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274802108413","idStr":"3479274802108413"},"content":"Q3 beat matters, but YoY still being down keeps this in prove-it mode. October 21 is really about margins and cash flow now","text":"Q3 beat matters, but YoY still being down keeps this in prove-it mode. October 21 is really about margins and cash flow now","html":"Q3 beat matters, but YoY still being down keeps this in prove-it mode. October 21 is really about margins and cash flow now"},{"author":{"id":"9000000000000528","authorId":"9000000000000528","name":"JudyFrederick","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000528","idStr":"9000000000000528"},"content":"311k for Q4 feels very beatable. I care more about cash flow funding Cybertruck ramp and the AI stack than the YoY delivery dip","text":"311k for Q4 feels very beatable. I care more about cash flow funding Cybertruck ramp and the AI stack than the YoY delivery dip","html":"311k for Q4 feels very beatable. I care more about cash flow funding Cybertruck ramp and the AI stack than the YoY delivery dip"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":615207149629736,"gmtCreate":1791176051842,"gmtModify":1791177172965,"author":{"id":"4244787065737032","authorId":"4244787065737032","name":"D1ane","avatar":"https://community-static.tradeup.com/news/9977c2c8264e5d1da9a83ed61034073a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4244787065737032","idStr":"4244787065737032"},"themes":[],"title":"Tesla Sold More Than It Built. Is the Turnaround Finally Here?","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>just delivered a signal the market has been waiting for. In Q3, Tesla delivered 22,141 more vehicles than it produced. That means the company didn’t simply increase deliveries — it actually reduced its inventory. The market liked what it saw. Tesla shares jumped 4.65% to $370.59, but the bigger story may be what happens next. Tesla is still down 17.6% YTD, while the S&amp;P 500 is up 12.81%. So despite Friday’s rally, investors are still waiting for evidence that the company can turn the corner. And this is where the debate gets interesting. 🐂 The bull case Selling more cars than you build suggests demand is absorbing existing inventory. If Tesla can keep deliveries ahead of production, inventory could continue falling an","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>just delivered a signal the market has been waiting for. In Q3, Tesla delivered 22,141 more vehicles than it produced. That means the company didn’t simply increase deliveries — it actually reduced its inventory. The market liked what it saw. Tesla shares jumped 4.65% to $370.59, but the bigger story may be what happens next. Tesla is still down 17.6% YTD, while the S&amp;P 500 is up 12.81%. So despite Friday’s rally, investors are still waiting for evidence that the company can turn the corner. And this is where the debate gets interesting. 🐂 The bull case Selling more cars than you build suggests demand is absorbing existing inventory. If Tesla can keep deliveries ahead of production, inventory could continue falling an","text":"$Tesla Motors(TSLA)$ just delivered a signal the market has been waiting for. In Q3, Tesla delivered 22,141 more vehicles than it produced. That means the company didn’t simply increase deliveries — it actually reduced its inventory. The market liked what it saw. Tesla shares jumped 4.65% to $370.59, but the bigger story may be what happens next. Tesla is still down 17.6% YTD, while the S&P 500 is up 12.81%. So despite Friday’s rally, investors are still waiting for evidence that the company can turn the corner. And this is where the debate gets interesting. 🐂 The bull case Selling more cars than you build suggests demand is absorbing existing inventory. If Tesla can keep deliveries ahead of production, inventory could continue falling an","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615207149629736","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605393702293576,"gmtCreate":1788838164217,"gmtModify":1788966600210,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"TSLA, cont'd to fall this Week or Rally?","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> stock finished the week ending 04 Sep 2026, on a downward slope, retreating from its Thursday peak. (see below) The broader market landscape presents an immediate headwind, with (a) rising Treasury yields and (b) tighter macroeconomic conditions applying sector-wide pressure on technology growth equities. However, TSLA’s specific price decline stems from company-specific hurdles that threaten to linger into the coming week. Wall Street’s lukewarm reaction to the long-anticipated Austin Cybercab event on Thu, 03 Sep 2026, reflected growing investor fatigue over high-concept showcases that lack immediate commercial execution. The event itself, unusually muted and missing CEO Elon Musk’s signature grandstanding, failed to deliver","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> stock finished the week ending 04 Sep 2026, on a downward slope, retreating from its Thursday peak. (see below) The broader market landscape presents an immediate headwind, with (a) rising Treasury yields and (b) tighter macroeconomic conditions applying sector-wide pressure on technology growth equities. However, TSLA’s specific price decline stems from company-specific hurdles that threaten to linger into the coming week. Wall Street’s lukewarm reaction to the long-anticipated Austin Cybercab event on Thu, 03 Sep 2026, reflected growing investor fatigue over high-concept showcases that lack immediate commercial execution. The event itself, unusually muted and missing CEO Elon Musk’s signature grandstanding, failed to deliver","text":"$Tesla Motors(TSLA)$ stock finished the week ending 04 Sep 2026, on a downward slope, retreating from its Thursday peak. (see below) The broader market landscape presents an immediate headwind, with (a) rising Treasury yields and (b) tighter macroeconomic conditions applying sector-wide pressure on technology growth equities. However, TSLA’s specific price decline stems from company-specific hurdles that threaten to linger into the coming week. Wall Street’s lukewarm reaction to the long-anticipated Austin Cybercab event on Thu, 03 Sep 2026, reflected growing investor fatigue over high-concept showcases that lack immediate commercial execution. The event itself, unusually muted and missing CEO Elon Musk’s signature grandstanding, failed to deliver","images":[{"img":"https://community-static.tradeup.com/news/0b27eea656ad4f230f2379c3f9f8a8af","width":"1202","height":"650"},{"img":"https://community-static.tradeup.com/news/b79cfb180fa72b46d7d6a292e10a6140","width":"1186","height":"483"},{"img":"https://community-static.tradeup.com/news/ec73cd97aae77f01d0796b8e5ec66f70","width":"846","height":"249"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":124,"commentSize":21,"repostSize":524,"link":"https://ttm.financial/post/605393702293576","isVote":1,"tweetType":1,"viewCount":10341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000177","authorId":"9000000000000177","name":"jigglyp","avatar":"https://static.tigerbbs.com/81107c0431f248a6c5b526745a8ca6e4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000177","idStr":"9000000000000177"},"content":"Regulatory overhang feels loud, but autonomy progress is still the part that matters. If road data keeps improving, this dip can fade fast","text":"Regulatory overhang feels loud, but autonomy progress is still the part that matters. If road data keeps improving, this dip can fade fast","html":"Regulatory overhang feels loud, but autonomy progress is still the part that matters. If road data keeps improving, this dip can fade fast"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Before trading resumes on Tue, 08 Sep 2026 - enclosed is a recap of TSLA's last Friday closing. (see attached) The EV maker closed down by -5.92% to close the week at $354.08 per share. This as US market fell across the board, owing to a relatively stronger than expected US Non-farm payroll report.","text":"Before trading resumes on Tue, 08 Sep 2026 - enclosed is a recap of TSLA's last Friday closing. (see attached) The EV maker closed down by -5.92% to close the week at $354.08 per share. This as US market fell across the board, owing to a relatively stronger than expected US Non-farm payroll report.","html":"Before trading resumes on Tue, 08 Sep 2026 - enclosed is a recap of TSLA's last Friday closing. (see attached) The EV maker closed down by -5.92% to close the week at $354.08 per share. This as US market fell across the board, owing to a relatively stronger than expected US Non-farm payroll report."}],"imageCount":11,"langContent":"EN","totalScore":0},{"id":605910491345040,"gmtCreate":1788958145426,"gmtModify":1788996600067,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000439","idStr":"9000000000000439"},"themes":[],"title":"From EVs to Humanoids: Can China’s Carmakers Find Their Next Growth Engine?","htmlText":"China’s electric-vehicle market is entering a tougher stage. Domestic passenger-car sales fell 23.7% year on year in August, while domestic EV and plug-in hybrid sales declined 10.1%. Exports remain a bright spot, with passenger-vehicle exports rising 77.5% and EV and plug-in hybrid exports climbing 154.7%, but intensifying competition at home is putting greater pressure on automakers to find new sources of growth. For the stock market, this makes the industry’s expanding push into humanoid robotics increasingly relevant. Companies including <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>, BYD, Chery and GAC are trying to extend capabilities developed for intelligent vehicles—such as AI, batteries, sensors, autonomous systems and advanced manufacturing—into ro","listText":"China’s electric-vehicle market is entering a tougher stage. Domestic passenger-car sales fell 23.7% year on year in August, while domestic EV and plug-in hybrid sales declined 10.1%. Exports remain a bright spot, with passenger-vehicle exports rising 77.5% and EV and plug-in hybrid exports climbing 154.7%, but intensifying competition at home is putting greater pressure on automakers to find new sources of growth. For the stock market, this makes the industry’s expanding push into humanoid robotics increasingly relevant. Companies including <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>, BYD, Chery and GAC are trying to extend capabilities developed for intelligent vehicles—such as AI, batteries, sensors, autonomous systems and advanced manufacturing—into ro","text":"China’s electric-vehicle market is entering a tougher stage. Domestic passenger-car sales fell 23.7% year on year in August, while domestic EV and plug-in hybrid sales declined 10.1%. Exports remain a bright spot, with passenger-vehicle exports rising 77.5% and EV and plug-in hybrid exports climbing 154.7%, but intensifying competition at home is putting greater pressure on automakers to find new sources of growth. For the stock market, this makes the industry’s expanding push into humanoid robotics increasingly relevant. Companies including $XPeng Inc.(XPEV)$, BYD, Chery and GAC are trying to extend capabilities developed for intelligent vehicles—such as AI, batteries, sensors, autonomous systems and advanced manufacturing—into ro","images":[{"img":"https://community-static.tradeup.com/news/8ff58addeed9e0a83ceb312a8e91b41b"},{"img":"https://community-static.tradeup.com/news/17443ffba0b77226048e47dd7384f5c1"},{"img":"https://community-static.tradeup.com/news/e854bb9af94cf074f3a8b7a7225ba16f"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":249,"commentSize":13,"repostSize":22,"link":"https://ttm.financial/post/605910491345040","isVote":1,"tweetType":1,"viewCount":8256,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"I would pickXPengas the most interesting EV-to-humanoid robotics story, but the bigger opportunity may be the technology crossover itself. XPeng's advantage is not simply having a humanoid prototype. Its experience in intelligent driving, AI, sensors, batteries, electric motors and automated manufacturing gives it a potential foundation for scaling robots. That said, investors should separaterobot demonstrations from commercial reality. The real milestones are production volume, customer orders, pricing, unit economics and recurring revenue. If XPeng can prove that its IRON humanoid can move from the factory floor to profitable mass deployment, the market may stop valuing it purely as an automaker and start viewing it as aPhysical AI company. That valuation shift could be far more important than the robot itself. @TigerObserver [胜利]","text":"I would pickXPengas the most interesting EV-to-humanoid robotics story, but the bigger opportunity may be the technology crossover itself. XPeng's advantage is not simply having a humanoid prototype. Its experience in intelligent driving, AI, sensors, batteries, electric motors and automated manufacturing gives it a potential foundation for scaling robots. That said, investors should separaterobot demonstrations from commercial reality. The real milestones are production volume, customer orders, pricing, unit economics and recurring revenue. If XPeng can prove that its IRON humanoid can move from the factory floor to profitable mass deployment, the market may stop valuing it purely as an automaker and start viewing it as aPhysical AI company. That valuation shift could be far more important than the robot itself. @TigerObserver [胜利]","html":"I would pickXPengas the most interesting EV-to-humanoid robotics story, but the bigger opportunity may be the technology crossover itself. XPeng's advantage is not simply having a humanoid prototype. Its experience in intelligent driving, AI, sensors, batteries, electric motors and automated manufacturing gives it a potential foundation for scaling robots. That said, investors should separaterobot demonstrations from commercial reality. The real milestones are production volume, customer orders, pricing, unit economics and recurring revenue. If XPeng can prove that its IRON humanoid can move from the factory floor to profitable mass deployment, the market may stop valuing it purely as an automaker and start viewing it as aPhysical AI company. That valuation shift could be far more important than the robot itself. @TigerObserver [胜利]"},{"author":{"id":"3581820860708816","authorId":"3581820860708816","name":"4M65","avatar":"https://community-static.tradeup.com/news/3d20673230fd33dd4510e7482cfda6ff","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3581820860708816","idStr":"3581820860708816"},"content":"C I'm truly skeptical on the capability notwithstanding it's impending launch. The technology will need to up it's game to make human robot truly replacing many tasks ahead. [Spurting]","text":"C I'm truly skeptical on the capability notwithstanding it's impending launch. The technology will need to up it's game to make human robot truly replacing many tasks ahead. [Spurting]","html":"C I'm truly skeptical on the capability notwithstanding it's impending launch. The technology will need to up it's game to make human robot truly replacing many tasks ahead. [Spurting]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":604128688603192,"gmtCreate":1788529414329,"gmtModify":1788596175782,"author":{"id":"4147681045299222","authorId":"4147681045299222","name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4147681045299222","idStr":"4147681045299222"},"themes":[],"title":"45 Cybercabs Are Real. The $1.49 Trillion Question Is What Happens at Car 46.","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Tesla's Cybercab finally crossed an important line this week. It stopped being a presentation. Real Cybercabs are carrying real passengers in Austin, without steering wheels or pedals. Tesla had 45 Cybercabs registered in Texas as of Friday morning, and the stock initially celebrated, jumping 5.42%. Then reality arrived. The shares gave back the enthusiasm, and US regulators opened an audit examining roughly 1,000 Cybercabs and the technical basis Tesla used to certify that the vehicles comply with federal safety standards. That sequence tells us almost everything about the Tesla trade right now. The technology has moved forward. The valuation has moved much further. 45 Cars Matter More Th","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Tesla's Cybercab finally crossed an important line this week. It stopped being a presentation. Real Cybercabs are carrying real passengers in Austin, without steering wheels or pedals. Tesla had 45 Cybercabs registered in Texas as of Friday morning, and the stock initially celebrated, jumping 5.42%. Then reality arrived. The shares gave back the enthusiasm, and US regulators opened an audit examining roughly 1,000 Cybercabs and the technical basis Tesla used to certify that the vehicles comply with federal safety standards. That sequence tells us almost everything about the Tesla trade right now. The technology has moved forward. The valuation has moved much further. 45 Cars Matter More Th","text":"$Tesla Motors(TSLA)$ Tesla's Cybercab finally crossed an important line this week. It stopped being a presentation. Real Cybercabs are carrying real passengers in Austin, without steering wheels or pedals. Tesla had 45 Cybercabs registered in Texas as of Friday morning, and the stock initially celebrated, jumping 5.42%. Then reality arrived. The shares gave back the enthusiasm, and US regulators opened an audit examining roughly 1,000 Cybercabs and the technical basis Tesla used to certify that the vehicles comply with federal safety standards. That sequence tells us almost everything about the Tesla trade right now. The technology has moved forward. The valuation has moved much further. 45 Cars Matter More Th","images":[{"img":"https://community-static.tradeup.com/news/8c2a583fab6eb7c394d761464d110c27","width":"580","height":"847"},{"img":"https://community-static.tradeup.com/news/642f130cbe430c1ba51aa719647b2e65","width":"548","height":"863"},{"img":"https://community-static.tradeup.com/news/59bae2bfd206c16013cda8d6214e20f5","width":"1144","height":"504"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1504,"commentSize":3,"repostSize":47,"link":"https://ttm.financial/post/604128688603192","isVote":1,"tweetType":1,"viewCount":5329,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000342","authorId":"9000000000000342","name":"nimbly","avatar":"https://static.tigerbbs.com/2a5f2c7d7652e6711ec37ca005bc8b25","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000342","idStr":"9000000000000342"},"content":"I checked the Texas side too — registration count matters less than operating miles and rider feedback. The audit scope on the certification basis is the real near term gate","text":"I checked the Texas side too — registration count matters less than operating miles and rider feedback. The audit scope on the certification basis is the real near term gate","html":"I checked the Texas side too — registration count matters less than operating miles and rider feedback. The audit scope on the certification basis is the real near term gate"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":606306901836080,"gmtCreate":1789043102906,"gmtModify":1789043442985,"author":{"id":"4241849455082502","authorId":"4241849455082502","name":"YXT","avatar":"https://community-static.tradeup.com/news/f7a2505154afcb175db67395cc0c85c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241849455082502","idStr":"4241849455082502"},"themes":[],"title":"YXT NeoLearning: How AI Mentors Are Reshaping Capability Building for Frontline Managers","htmlText":"Artificial intelligence is moving beyond “answering questions” and “generating content” and is increasingly entering real enterprise work scenarios. For enterprises, the most important change is not simply the addition of another AI tool, but whether AI can continuously participate in employees’ work processes: understanding problems, retrieving knowledge, supporting decision-making, simulating practice, and providing feedback and adjustments based on actual outcomes. As AI begins to participate in the process of “how capabilities are formed,” talent development is also shifting from one-off training programs to intelligent capability support that takes place continuously on the job. YXT.com Group Holding Limited ( <a href=\"https://ttm.financial/S/YXT\">$云学堂(YXT)$</a> ) launched NeoLearning","listText":"Artificial intelligence is moving beyond “answering questions” and “generating content” and is increasingly entering real enterprise work scenarios. For enterprises, the most important change is not simply the addition of another AI tool, but whether AI can continuously participate in employees’ work processes: understanding problems, retrieving knowledge, supporting decision-making, simulating practice, and providing feedback and adjustments based on actual outcomes. As AI begins to participate in the process of “how capabilities are formed,” talent development is also shifting from one-off training programs to intelligent capability support that takes place continuously on the job. YXT.com Group Holding Limited ( <a href=\"https://ttm.financial/S/YXT\">$云学堂(YXT)$</a> ) launched NeoLearning","text":"Artificial intelligence is moving beyond “answering questions” and “generating content” and is increasingly entering real enterprise work scenarios. For enterprises, the most important change is not simply the addition of another AI tool, but whether AI can continuously participate in employees’ work processes: understanding problems, retrieving knowledge, supporting decision-making, simulating practice, and providing feedback and adjustments based on actual outcomes. As AI begins to participate in the process of “how capabilities are formed,” talent development is also shifting from one-off training programs to intelligent capability support that takes place continuously on the job. YXT.com Group Holding Limited ( $云学堂(YXT)$ ) launched NeoLearning","images":[{"img":"https://community-static.tradeup.com/news/adc76c52cca23adf0ec2386605b4d5f3","width":"1344","height":"610"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606306901836080","isVote":1,"tweetType":1,"viewCount":22625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":604834039169592,"gmtCreate":1788701542633,"gmtModify":1788741844388,"author":{"id":"4235391666137582","authorId":"4235391666137582","name":"Adz5150","avatar":"https://community-static.tradeup.com/news/777877f922d5d7b3a0e970c935690d15","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235391666137582","idStr":"4235391666137582"},"themes":[],"title":"🚨 45 CYBERCABS DO NOT JUSTIFY $1.4 TRILLION. BUT THAT MAY BE THE WRONG QUESTION.","htmlText":"Tesla finally put the purpose-built Cybercab onto public roads. No steering wheel. No pedals. No driver. And, according to Texas records, only 45 Cybercabs are currently registered in the state. For a company worth around US$1.4 trillion, that number sounds almost ridiculous. 45 cars? Is this really the robotaxi revolution investors have been waiting years for? I think that is the wrong question. Because Tesla’s Cybercab thesis will not ultimately be decided by how many gold cars were parked in Austin during launch week. It will be decided by something much less exciting: Unit economics. 🚕 45 CARS ARE A TEST. NOT A BUSINESS. Tesla’s Texas autonomous fleet contains hundreds of vehicles, but only 45 are currently purpose-built Cybercabs. The company has also begun asking businesses whether t","listText":"Tesla finally put the purpose-built Cybercab onto public roads. No steering wheel. No pedals. No driver. And, according to Texas records, only 45 Cybercabs are currently registered in the state. For a company worth around US$1.4 trillion, that number sounds almost ridiculous. 45 cars? Is this really the robotaxi revolution investors have been waiting years for? I think that is the wrong question. Because Tesla’s Cybercab thesis will not ultimately be decided by how many gold cars were parked in Austin during launch week. It will be decided by something much less exciting: Unit economics. 🚕 45 CARS ARE A TEST. NOT A BUSINESS. Tesla’s Texas autonomous fleet contains hundreds of vehicles, but only 45 are currently purpose-built Cybercabs. The company has also begun asking businesses whether t","text":"Tesla finally put the purpose-built Cybercab onto public roads. No steering wheel. No pedals. No driver. And, according to Texas records, only 45 Cybercabs are currently registered in the state. For a company worth around US$1.4 trillion, that number sounds almost ridiculous. 45 cars? Is this really the robotaxi revolution investors have been waiting years for? I think that is the wrong question. Because Tesla’s Cybercab thesis will not ultimately be decided by how many gold cars were parked in Austin during launch week. It will be decided by something much less exciting: Unit economics. 🚕 45 CARS ARE A TEST. NOT A BUSINESS. Tesla’s Texas autonomous fleet contains hundreds of vehicles, but only 45 are currently purpose-built Cybercabs. The company has also begun asking businesses whether t","images":[{"img":"https://community-static.tradeup.com/news/98b630c6f60cf893886b1557a35eec76","width":"1199","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":370,"commentSize":2,"repostSize":11,"link":"https://ttm.financial/post/604834039169592","isVote":1,"tweetType":1,"viewCount":2492,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000716","authorId":"9000000000000716","name":"AlvinBell","avatar":"https://static.tigerbbs.com/4ec8b377ac9ad32d941432c2e87c3f1b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000716","idStr":"9000000000000716"},"content":"C for me. If a Cybercab cannot clear solid daily revenue after charging, maintenance, insurance, and downtime, scaling just compounds the capital burn.","text":"C for me. If a Cybercab cannot clear solid daily revenue after charging, maintenance, insurance, and downtime, scaling just compounds the capital burn.","html":"C for me. If a Cybercab cannot clear solid daily revenue after charging, maintenance, insurance, and downtime, scaling just compounds the capital burn."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":604075544707752,"gmtCreate":1788516364888,"gmtModify":1788522975420,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"themes":[],"title":"🚗 Tesla’s Cybercab Catalyst: Why the Stock Went Up First — Then Gave Back the Gains","htmlText":"Tesla investors just got another major catalyst to debate: Cybercab has officially moved from an idea on a presentation slide to an actual vehicle carrying passengers. That sounds extremely bullish. And the market initially agreed. Tesla surged 5.42% to around $376.36, with trading volume reaching roughly 63.6 million shares in the session shown in the chart. But after the excitement settled, the stock moved back down and struggled around the $369–$371 area. So what happened? The simple answer is: The market was excited about the Cybercab launch, but investors quickly realized that 45 cars are still only a very small-scale demonstration. That doesn’t mean the Cybercab story is bad. In fact, I believe this could still become one of Tesla’s most important long-term catalysts. But there is a","listText":"Tesla investors just got another major catalyst to debate: Cybercab has officially moved from an idea on a presentation slide to an actual vehicle carrying passengers. That sounds extremely bullish. And the market initially agreed. Tesla surged 5.42% to around $376.36, with trading volume reaching roughly 63.6 million shares in the session shown in the chart. But after the excitement settled, the stock moved back down and struggled around the $369–$371 area. So what happened? The simple answer is: The market was excited about the Cybercab launch, but investors quickly realized that 45 cars are still only a very small-scale demonstration. That doesn’t mean the Cybercab story is bad. In fact, I believe this could still become one of Tesla’s most important long-term catalysts. But there is a","text":"Tesla investors just got another major catalyst to debate: Cybercab has officially moved from an idea on a presentation slide to an actual vehicle carrying passengers. That sounds extremely bullish. And the market initially agreed. Tesla surged 5.42% to around $376.36, with trading volume reaching roughly 63.6 million shares in the session shown in the chart. But after the excitement settled, the stock moved back down and struggled around the $369–$371 area. So what happened? The simple answer is: The market was excited about the Cybercab launch, but investors quickly realized that 45 cars are still only a very small-scale demonstration. That doesn’t mean the Cybercab story is bad. In fact, I believe this could still become one of Tesla’s most important long-term catalysts. But there is a","images":[{"img":"https://community-static.tradeup.com/news/4d700e78757c44e2b625b49fb0c90f77","width":"1223","height":"1286"},{"img":"https://community-static.tradeup.com/news/4aff6d149bb31048fe854e18676240f3","width":"1024","height":"1536"},{"img":"https://community-static.tradeup.com/news/fe74ba35e4747690776d79b10bd882de","width":"1223","height":"1286"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":60,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/604075544707752","isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274811665394","authorId":"3479274811665394","name":"quizzio","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274811665394","idStr":"3479274811665394"},"content":"Ngl this kind of catalyst is cleaner in vol than in price. The headline got priced fast, the harder question is whether the next leg can keep implieds elevated.","text":"Ngl this kind of catalyst is cleaner in vol than in price. The headline got priced fast, the harder question is whether the next leg can keep implieds elevated.","html":"Ngl this kind of catalyst is cleaner in vol than in price. The headline got priced fast, the harder question is whether the next leg can keep implieds elevated."},{"author":{"id":"9000000000000359","authorId":"9000000000000359","name":"zippyloo","avatar":"https://static.tigerbbs.com/c05637de10fca666e37d2c570e52012a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000359","idStr":"9000000000000359"},"content":"For SPXC this is mostly a sentiment blip, not a scale proof. The real test is whether Tesla can turn autonomy into durable profits, not just a flashy demo","text":"For SPXC this is mostly a sentiment blip, not a scale proof. The real test is whether Tesla can turn autonomy into durable profits, not just a flashy demo","html":"For SPXC this is mostly a sentiment blip, not a scale proof. The real test is whether Tesla can turn autonomy into durable profits, not just a flashy demo"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":604096315367472,"gmtCreate":1788515149311,"gmtModify":1788519595533,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"Waller Said He Could Wait. The Market Didn't.","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 1.06 per cent higher at 7,747.71 and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: \"We can wait one meeting.\" In the same remarks he left","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 1.06 per cent higher at 7,747.71 and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: \"We can wait one meeting.\" In the same remarks he left","text":"$S&P 500(.SPX)$ closed 1.06 per cent higher at 7,747.71 and $Dow Jones(.DJI)$ added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: \"We can wait one meeting.\" In the same remarks he left","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":89,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/604096315367472","isVote":1,"tweetType":1,"viewCount":3523,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"I wouldn't rush into Snowflake after a 16.5% single-day surge. The fundamentals are clearly improving: product revenue grew 37%, AI contributed roughly half of the recent acceleration, and full-year product revenue guidance was raised to $6.07 billion. However, there's an important catch: management lowered its product gross-margin outlook to 74% because AI workloads are more expensive to run. That means revenue growth is accelerating, but profitability is not moving in the same direction. My view:SNOW is a strong long-term AI/cloud story, but I'd rather buy the pullback than chase the breakout.If growth keeps accelerating and margins stabilize, today's valuation could eventually look reasonable. If margins keep deteriorating, the market may quickly reconsider the premium. @Marktomarket [贱笑]","text":"I wouldn't rush into Snowflake after a 16.5% single-day surge. The fundamentals are clearly improving: product revenue grew 37%, AI contributed roughly half of the recent acceleration, and full-year product revenue guidance was raised to $6.07 billion. However, there's an important catch: management lowered its product gross-margin outlook to 74% because AI workloads are more expensive to run. That means revenue growth is accelerating, but profitability is not moving in the same direction. My view:SNOW is a strong long-term AI/cloud story, but I'd rather buy the pullback than chase the breakout.If growth keeps accelerating and margins stabilize, today's valuation could eventually look reasonable. If margins keep deteriorating, the market may quickly reconsider the premium. @Marktomarket [贱笑]","html":"I wouldn't rush into Snowflake after a 16.5% single-day surge. The fundamentals are clearly improving: product revenue grew 37%, AI contributed roughly half of the recent acceleration, and full-year product revenue guidance was raised to $6.07 billion. However, there's an important catch: management lowered its product gross-margin outlook to 74% because AI workloads are more expensive to run. That means revenue growth is accelerating, but profitability is not moving in the same direction. My view:SNOW is a strong long-term AI/cloud story, but I'd rather buy the pullback than chase the breakout.If growth keeps accelerating and margins stabilize, today's valuation could eventually look reasonable. If margins keep deteriorating, the market may quickly reconsider the premium. @Marktomarket [贱笑]"},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I would choose not to chase it for now and wait for a pullback before watching. SNOW's earnings report was indeed very strong, with product revenue accelerating again, full-year guidance raised, and management clearly stating that AI contributed a significant portion of the growth, all of which indicate that the growth logic is improving. However, I will pay special attention to one detail: while the revenue guidance was raised, the product gross profit margin expectation was lowered to 74%. This means that while AI workloads can generate more revenue, they are also more \"computing power-intensive\". If AI revenue grows rapidly in the future but keeps gross profit margins low for a long time, the market will eventually ask: can this new revenue actually be translated into more profits and free cash flow? Therefore, if the stock price rose by more than 16% the day after the earnings report, I think it was more about trading \"growth accelerating again\" than about proving that \"the AI profit margin model is completely working.\" In this situation, the odds of chasing high prices are not particularly comfortable. My strategy would be: to be optimistic about SNOW's AI+data platform logic in the long term, and wait for sentiment to cool down in the short term. If the stock price pulls back later, but product revenue, NRR, and operating profit margin continue to improve, I would be more willing to add more. In short: AI has reignited Snowflake's growth, but what truly determines whether the valuation can hold up is how much profit this fire can ultimately generate.","text":"I would choose not to chase it for now and wait for a pullback before watching. SNOW's earnings report was indeed very strong, with product revenue accelerating again, full-year guidance raised, and management clearly stating that AI contributed a significant portion of the growth, all of which indicate that the growth logic is improving. However, I will pay special attention to one detail: while the revenue guidance was raised, the product gross profit margin expectation was lowered to 74%. This means that while AI workloads can generate more revenue, they are also more \"computing power-intensive\". If AI revenue grows rapidly in the future but keeps gross profit margins low for a long time, the market will eventually ask: can this new revenue actually be translated into more profits and free cash flow? Therefore, if the stock price rose by more than 16% the day after the earnings report, I think it was more about trading \"growth accelerating again\" than about proving that \"the AI profit margin model is completely working.\" In this situation, the odds of chasing high prices are not particularly comfortable. My strategy would be: to be optimistic about SNOW's AI+data platform logic in the long term, and wait for sentiment to cool down in the short term. If the stock price pulls back later, but product revenue, NRR, and operating profit margin continue to improve, I would be more willing to add more. In short: AI has reignited Snowflake's growth, but what truly determines whether the valuation can hold up is how much profit this fire can ultimately generate.","html":"I would choose not to chase it for now and wait for a pullback before watching. SNOW's earnings report was indeed very strong, with product revenue accelerating again, full-year guidance raised, and management clearly stating that AI contributed a significant portion of the growth, all of which indicate that the growth logic is improving. However, I will pay special attention to one detail: while the revenue guidance was raised, the product gross profit margin expectation was lowered to 74%. This means that while AI workloads can generate more revenue, they are also more \"computing power-intensive\". If AI revenue grows rapidly in the future but keeps gross profit margins low for a long time, the market will eventually ask: can this new revenue actually be translated into more profits and free cash flow? Therefore, if the stock price rose by more than 16% the day after the earnings report, I think it was more about trading \"growth accelerating again\" than about proving that \"the AI profit margin model is completely working.\" In this situation, the odds of chasing high prices are not particularly comfortable. My strategy would be: to be optimistic about SNOW's AI+data platform logic in the long term, and wait for sentiment to cool down in the short term. If the stock price pulls back later, but product revenue, NRR, and operating profit margin continue to improve, I would be more willing to add more. In short: AI has reignited Snowflake's growth, but what truly determines whether the valuation can hold up is how much profit this fire can ultimately generate."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600364937115136,"gmtCreate":1787570211720,"gmtModify":1787645572733,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534312667271286","idStr":"3534312667271286"},"themes":[],"title":"U.S. Equity Technicals Turn Bearish? Several Opportunities Worth Watching (Recent Yield Sharing)","htmlText":"The market did not take long to choose a short- to medium-term direction. Last week, gold and crypto assets both surged, making it clear that the market had entered a new phase of rebound. The previous trading logic can therefore be carried forward naturally, and risk assets are expected to remain resilient through the period before the fourth quarter. The only factor requiring particular caution is the speed of the advance. The logic chain of crypto assets—gold—risk assets changed slightly during last week’s trading. Following the news that the U.S. Treasury would purchase bonds, gold reacted most quickly. However, in terms of both absolute gains and the pace of appreciation, Bitcoin and Ethereum—whose volatility is inherently higher—soon staged a catch-up move and outperformed the earlie","listText":"The market did not take long to choose a short- to medium-term direction. Last week, gold and crypto assets both surged, making it clear that the market had entered a new phase of rebound. The previous trading logic can therefore be carried forward naturally, and risk assets are expected to remain resilient through the period before the fourth quarter. The only factor requiring particular caution is the speed of the advance. The logic chain of crypto assets—gold—risk assets changed slightly during last week’s trading. Following the news that the U.S. Treasury would purchase bonds, gold reacted most quickly. However, in terms of both absolute gains and the pace of appreciation, Bitcoin and Ethereum—whose volatility is inherently higher—soon staged a catch-up move and outperformed the earlie","text":"The market did not take long to choose a short- to medium-term direction. Last week, gold and crypto assets both surged, making it clear that the market had entered a new phase of rebound. The previous trading logic can therefore be carried forward naturally, and risk assets are expected to remain resilient through the period before the fourth quarter. The only factor requiring particular caution is the speed of the advance. The logic chain of crypto assets—gold—risk assets changed slightly during last week’s trading. Following the news that the U.S. Treasury would purchase bonds, gold reacted most quickly. However, in terms of both absolute gains and the pace of appreciation, Bitcoin and Ethereum—whose volatility is inherently higher—soon staged a catch-up move and outperformed the earlie","images":[{"img":"https://community-static.tradeup.com/news/303d9238ce578291f21c7dac927a8907"},{"img":"https://community-static.tradeup.com/news/93ef538b66f2a9ec58e9cb425b285da3"},{"img":"https://community-static.tradeup.com/news/68f7713df5514ce78db52b56cc593097"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":93,"commentSize":4,"repostSize":10,"link":"https://ttm.financial/post/600364937115136","isVote":1,"tweetType":1,"viewCount":3888,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000469","authorId":"9000000000000469","name":"MortimerDodd","avatar":"https://static.tigerbbs.com/45889c069df88784e75b651f763a062a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000469","idStr":"9000000000000469"},"content":"Crude still looks constructive to me. Inventory draws and backwardation matter more here than the entry plan, and that stop-to-breakeven shift makes sense","text":"Crude still looks constructive to me. Inventory draws and backwardation matter more here than the entry plan, and that stop-to-breakeven shift makes sense","html":"Crude still looks constructive to me. Inventory draws and backwardation matter more here than the entry plan, and that stop-to-breakeven shift makes sense"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":600211971870768,"gmtCreate":1787566823262,"gmtModify":1787645785588,"author":{"id":"3527667668727377","authorId":"3527667668727377","name":"Ivan_Gan","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668727377","idStr":"3527667668727377"},"themes":[],"title":"Treasury’s Large-Scale Rescue May Not Be Good？ Be Cautious Chasing Gold Higher","htmlText":"While the market remained focused on the probability of a Federal Reserve rate hike, the U.S. Treasury released a surprising announcement last week. The Treasury announced that it would “at least double” the size of its liquidity-support buyback operations for Treasury securities maturing in 10 to 30 years, raising the cap for each buyback from USD 2 billion to at least USD 4 billion. Relative to the USD 31 trillion U.S. Treasury market, this buyback volume is negligible. Nevertheless, the Treasury’s move conveyed several messages to the market. First, long-term bond yields are too high, and the Treasury intends to exert some control over them. Second, Treasury yields around 5% may represent a psychological threshold for the U.S. Treasury; if yields deviate too far from that level, more fo","listText":"While the market remained focused on the probability of a Federal Reserve rate hike, the U.S. Treasury released a surprising announcement last week. The Treasury announced that it would “at least double” the size of its liquidity-support buyback operations for Treasury securities maturing in 10 to 30 years, raising the cap for each buyback from USD 2 billion to at least USD 4 billion. Relative to the USD 31 trillion U.S. Treasury market, this buyback volume is negligible. Nevertheless, the Treasury’s move conveyed several messages to the market. First, long-term bond yields are too high, and the Treasury intends to exert some control over them. Second, Treasury yields around 5% may represent a psychological threshold for the U.S. Treasury; if yields deviate too far from that level, more fo","text":"While the market remained focused on the probability of a Federal Reserve rate hike, the U.S. Treasury released a surprising announcement last week. The Treasury announced that it would “at least double” the size of its liquidity-support buyback operations for Treasury securities maturing in 10 to 30 years, raising the cap for each buyback from USD 2 billion to at least USD 4 billion. Relative to the USD 31 trillion U.S. Treasury market, this buyback volume is negligible. Nevertheless, the Treasury’s move conveyed several messages to the market. First, long-term bond yields are too high, and the Treasury intends to exert some control over them. Second, Treasury yields around 5% may represent a psychological threshold for the U.S. Treasury; if yields deviate too far from that level, more fo","images":[{"img":"https://community-static.tradeup.com/news/449cd213670f464bb78f7cc21c47aa9f"},{"img":"https://community-static.tradeup.com/news/a4077c806bd09d567c6b482a06f3b13c"},{"img":"https://community-static.tradeup.com/news/99ab882ad7b117757c6bafc2a8c05e00"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":111,"commentSize":2,"repostSize":11,"link":"https://ttm.financial/post/600211971870768","isVote":1,"tweetType":1,"viewCount":5645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000725","idStr":"9000000000000725"},"content":"This was not exactly a black swan, the market had been sniffing out Treasury support already. What matters more is that the expectation gap is gone, so QQQ probably cracks first if sentiment wobbles again","text":"This was not exactly a black swan, the market had been sniffing out Treasury support already. What matters more is that the expectation gap is gone, so QQQ probably cracks first if sentiment wobbles again","html":"This was not exactly a black swan, the market had been sniffing out Treasury support already. What matters more is that the expectation gap is gone, so QQQ probably cracks first if sentiment wobbles again"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":604119622091520,"gmtCreate":1788527127001,"gmtModify":1788596305464,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"PawsAndProfits","avatar":"https://community-static.tradeup.com/news/e163d58ec26d1605dd6c781dbdd49f63","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569739151630202","idStr":"3569739151630202"},"themes":[],"title":"","htmlText":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; I am pretty sure a handful of people have traded TSLA based on its cylical event yesterday, announcement of its cybercab roll out in Austin, Texas. However, do align your rationale and conviction accordingly. You are trading based on a single cylical move, and not based on a mid - long term outlook, or taking into account the intrinsic value of TSLA.&nbsp; I do not condone or disagree with trading during a cylical event, but you have to make your reasons of entry clear so that it is not conluded with other belief systems u have. No smoke and mirr","listText":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; I am pretty sure a handful of people have traded TSLA based on its cylical event yesterday, announcement of its cybercab roll out in Austin, Texas. However, do align your rationale and conviction accordingly. You are trading based on a single cylical move, and not based on a mid - long term outlook, or taking into account the intrinsic value of TSLA.&nbsp; I do not condone or disagree with trading during a cylical event, but you have to make your reasons of entry clear so that it is not conluded with other belief systems u have. No smoke and mirr","text":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Tesla Motors(TSLA)$ I am pretty sure a handful of people have traded TSLA based on its cylical event yesterday, announcement of its cybercab roll out in Austin, Texas. However, do align your rationale and conviction accordingly. You are trading based on a single cylical move, and not based on a mid - long term outlook, or taking into account the intrinsic value of TSLA. I do not condone or disagree with trading during a cylical event, but you have to make your reasons of entry clear so that it is not conluded with other belief systems u have. No smoke and mirr","images":[{"img":"https://community-static.tradeup.com/news/74fd0e1bd87656f02f21f15822325195","width":"955","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1898,"commentSize":2,"repostSize":38,"link":"https://ttm.financial/post/604119622091520","isVote":1,"tweetType":1,"viewCount":5273,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000503","authorId":"9000000000000503","name":"LisaEffie","avatar":"https://static.tigerbbs.com/dd18b30c09f6783459c19ff46c73db3f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000503","idStr":"9000000000000503"},"content":"Event trades and long term conviction are two different buckets though. Cybercab rollout can move sentiment hard on its own, and TSLA always trades the story before the numbers lol","text":"Event trades and long term conviction are two different buckets though. Cybercab rollout can move sentiment hard on its own, and TSLA always trades the story before the numbers lol","html":"Event trades and long term conviction are two different buckets though. Cybercab rollout can move sentiment hard on its own, and TSLA always trades the story before the numbers lol"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":608620423623808,"gmtCreate":1789603459312,"gmtModify":1789606171329,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"吉3186","avatar":"https://community-static.tradeup.com/news/131cfea234242b957270e5404bf3a771","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"title":"","htmlText":"My choice: B. Maybe — EVs will remain the core business for years. Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business. XPeng: Strong focus on humanoid robots and AI. BYD: Huge manufacturing scale, batteries and supply chain. Chery/GAC: Also developing robotics. But the key question is not “Can they build robots?” It is “Can they sell many robots and make good profits?” I would watch: Orders → Production → Robot cost → Revenue → Profit For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock. Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.","listText":"My choice: B. Maybe — EVs will remain the core business for years. Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business. XPeng: Strong focus on humanoid robots and AI. BYD: Huge manufacturing scale, batteries and supply chain. Chery/GAC: Also developing robotics. But the key question is not “Can they build robots?” It is “Can they sell many robots and make good profits?” I would watch: Orders → Production → Robot cost → Revenue → Profit For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock. Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.","text":"My choice: B. Maybe — EVs will remain the core business for years. Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business. XPeng: Strong focus on humanoid robots and AI. BYD: Huge manufacturing scale, batteries and supply chain. Chery/GAC: Also developing robotics. But the key question is not “Can they build robots?” It is “Can they sell many robots and make good profits?” I would watch: Orders → Production → Robot cost → Revenue → Profit For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock. Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608620423623808","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595698578130024,"gmtCreate":1786430918184,"gmtModify":1786448505655,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From","htmlText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","listText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","text":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":50,"commentSize":7,"repostSize":3,"link":"https://ttm.financial/post/595698578130024","isVote":1,"tweetType":1,"viewCount":3611,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","text":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","html":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000"},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","text":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","html":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605928353261000,"gmtCreate":1788968731914,"gmtModify":1789035125113,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"Personally, I think humanoid robotics could become a meaningful second growth curve for Chinese EV makers, but I wouldn’t value it as a major profit engine yet. The technology overlap with EVs is real—AI, batteries, sensors, motors and manufacturing give these companies a natural head start. XPeng stands out to me because it is moving aggressively from prototypes toward production and deployment. I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs &amp; recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine. I choose to lean toward<a href=\"https://ttm.financial/S/XPEV\"> $XPeng Inc.(</a>","listText":"Personally, I think humanoid robotics could become a meaningful second growth curve for Chinese EV makers, but I wouldn’t value it as a major profit engine yet. The technology overlap with EVs is real—AI, batteries, sensors, motors and manufacturing give these companies a natural head start. XPeng stands out to me because it is moving aggressively from prototypes toward production and deployment. I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs &amp; recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine. I choose to lean toward<a href=\"https://ttm.financial/S/XPEV\"> $XPeng Inc.(</a>","text":"Personally, I think humanoid robotics could become a meaningful second growth curve for Chinese EV makers, but I wouldn’t value it as a major profit engine yet. The technology overlap with EVs is real—AI, batteries, sensors, motors and manufacturing give these companies a natural head start. XPeng stands out to me because it is moving aggressively from prototypes toward production and deployment. I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs & recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine. I choose to lean toward $XPeng Inc.(","images":[{"img":"https://community-static.tradeup.com/news/edf76c5b71b30fb2cb0dd9099a472f6e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/605928353261000","isVote":1,"tweetType":1,"viewCount":2103,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000470","authorId":"9000000000000470","name":"MorganHope","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000470","idStr":"9000000000000470"},"content":"BOM is still the gating item for me. If they can't get it under 200k, the prototype buzz stays buzzy. XPeng is ahead, but real orders are the only rerating trigger","text":"BOM is still the gating item for me. If they can't get it under 200k, the prototype buzz stays buzzy. XPeng is ahead, but real orders are the only rerating trigger","html":"BOM is still the gating item for me. If they can't get it under 200k, the prototype buzz stays buzzy. XPeng is ahead, but real orders are the only rerating trigger"},{"author":{"id":"9000000000000379","authorId":"9000000000000379","name":"blinki","avatar":"https://static.tigerbbs.com/df45b1de234d853d4a6a7a5cc92e9b70","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000379","idStr":"9000000000000379"},"content":"My bigger worry is robotics soaking up focus and capex while the EV business is still fighting a brutal price war. Physical AI sounds great, but core auto margins have to survive first","text":"My bigger worry is robotics soaking up focus and capex while the EV business is still fighting a brutal price war. Physical AI sounds great, but core auto margins have to survive first","html":"My bigger worry is robotics soaking up focus and capex while the EV business is still fighting a brutal price war. Physical AI sounds great, but core auto margins have to survive first"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595367296717928,"gmtCreate":1786350038933,"gmtModify":1786352367899,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"One Design Change at Nvidia Sank Memory and Lifted Optics","htmlText":"Hello. Friday's payrolls report was genuinely bad: July payrolls fell by 23,000, the May and June gains were revised down by a combined 103,000, and hourly earnings rose just 3.2 per cent year on year. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> rose 0.62 per cent to a record close. <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> rose 1.30 per cent and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> 0.28 per cent. Data that bad turned out to be good news, because the market immediately cut the odds of a September rate rise to about 44 per cent. Loosen the rate outlook and valuations get room to breathe: <a target=\"_blank\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ros","listText":"Hello. Friday's payrolls report was genuinely bad: July payrolls fell by 23,000, the May and June gains were revised down by a combined 103,000, and hourly earnings rose just 3.2 per cent year on year. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> rose 0.62 per cent to a record close. <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> rose 1.30 per cent and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> 0.28 per cent. Data that bad turned out to be good news, because the market immediately cut the odds of a September rate rise to about 44 per cent. Loosen the rate outlook and valuations get room to breathe: <a target=\"_blank\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ros","text":"Hello. Friday's payrolls report was genuinely bad: July payrolls fell by 23,000, the May and June gains were revised down by a combined 103,000, and hourly earnings rose just 3.2 per cent year on year. $S&P 500(.SPX)$ rose 0.62 per cent to a record close. $NASDAQ(.IXIC)$ rose 1.30 per cent and $Dow Jones(.DJI)$ 0.28 per cent. Data that bad turned out to be good news, because the market immediately cut the odds of a September rate rise to about 44 per cent. Loosen the rate outlook and valuations get room to breathe: $Palantir Technologies Inc.(PLTR)$ ros","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/595367296717928","isVote":1,"tweetType":1,"viewCount":2240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}