$Tesla Motors(TSLA)$ TESLA stock price has dropped from a recent high of $488 18th Dec 2024 post election results when Trump won to $419 on Trump's inauguration on 20th Jan. Post earnings, Tesla continue it's downtrend to $361 7th Feb. Why I was bearish from $488 and continue to believe that Tesla will revisit the $300 level soon. Fundamentally, a lot has changed, Tesla late release of new cheaper models, Model 2 expected in Mar this year and a $5,000 price increase for Model X are just the beginning of a slew of negatives. Trump's rollback of green energy initiatives will continue to hurt and give reprieve to Ford and GM. A dramatic 11% drop in China's EV sales was not unexpected given the fierc
$JP#MTUANRC2512E.C(66620)$ While HK listed China stocks especially $TENCENT(00700)$ and $BABA-W(09988)$ have seen huge inflows due to rerating of China stocks because of Deepseek AI. The news that $JD-SW(09618)$ announced the launch of JD Takeaway dented the share price of $MEITUAN-W(03690)$ today (12th). JD announced that JD Takeaway officially launched "quality dine-in catering merchants" recruitment, whereby merchants who are onboarded by May 2025 are commission-free for the entire year. Buying the dip with this CB
SpaceX launched the eighth test flight of Starship, the biggest and most powerful rocket ever built, from its Starbase site in South Texas on Thursday evening (March 6). Starship's huge first-stage booster, known as Super Heavy, came back to Starbase for a launch-tower catch about seven minutes after liftoff as planned. But the vehicle's 171-foot-tall (52 meters) upper stage — called Starship or just Ship — experienced a serious problem shortly thereafter and ended up exploding over the Atlantic Ocean. https://www.space.com/space-exploration/launches-spacecraft/watch-fiery-spacex-starship-flight-8-debris-rain-down-over-the-bahamas-video The Year of the Snake mad Trump's second term sees Elon's induction as chief Minion to Mr Despicable. Mr Musk has been busy slashing through the
@vchong8:$Tesla Motors(TSLA)$ TESLA stock price has dropped from a recent high of $488 18th Dec 2024 post election results when Trump won to $419 on Trump's inauguration on 20th Jan. Post earnings, Tesla continue it's downtrend to $361 7th Feb. Why I was bearish from $488 and continue to believe that Tesla will revisit the $300 level soon. Fundamentally, a lot has changed, Tesla late release of new cheaper models, Model 2 expected in Mar this year and a $5,000 price increase for Model X are just the beginning of a slew of negatives. Trump's rollback of green energy initiatives will continue to hurt and give reprieve to Ford and GM. A dramatic 11% drop in China's EV sales was not unexpected given the fierc
Great analysis, you missed the Apple car which would have catapulted Apple's position as a game changer. Alas, it was Xiaomi that went all in with great success. I always saw Tim Cook as a supply chain man, keeping the gravy train running smoothly and delivering the bacon like clockwork. Obviously, if Apple had a better iPhone on wheels than Tesla but made in China, Trump's tariffs will definitely upset the Apple cart. I have a bearish put spread on Apple, buying a $235 Put and selling a $230 put expiry on 31st Jan. Let's see if we got it right.
Apple: If You Tried Apple Intelligence, Then You Know
【Voting Post】$Strategy(MSTR)$ I originally wrote this article on 21st Feb 2025 when Bitcoin price hovered at $99,118.00, since then Bitcoin has retraced to $79,501, a drop of approximately 25% from it’s all time high of $108,786. Let’s delve into Bitcoin’s rise and fall. From the depths of the 2008 financial crisis, a revolutionary idea emerged. A mysterious figure, known only as Satoshi Nakamoto, introduced Bitcoin to the world. It promised a decentralized future, free from the control of governments and institutions. Deep within its code, Satoshi Nakamoto embedded a message- "Chancellor on brink of second bailout for banks.” This act was a profound statement, revealing the core of Satoshi's vision. Bitcoin wasn't just about creating a new currenc
Why did Warren Buffet sell a major portion of it's Apple holdings then? Slowing growth, lack of innovation, weak sales in China, with DeepSeek's open source model, Apple's lack of own LLM and dependence on OpenAI which is moving to a for profit model, could threaten its high profit iCloud model. Perhaps the revamped iPhone SE could see improved sales from emerging markets like India and Indonesia, I would not bet on it.
The DeepSeek News Makes Apple's Artificial Intelligence Strategy Look Genius
【Voting Post】$XIAOMI-W(01810)$ Apple’s Project Titan, the stillborn Apple car could have put Apple in the spotlight for years to come. Instead, Apple’s decision to cancel the Apple car has only brought to the forefront, Apple’s secretive nature of working with partners and lack of innovation in recent years shows the lack of will to win at the long game. Yet we witness, a company born of budget smartphones, low profit margins, rise to the occasion, combining the technological innovation of Apple and Tesla, puts US homegrown tech to shame. No wonder, some say, it can only be Made in China. The ascent of Xiaomi is even more telling given the challenges brought by the new US administration with it’s focus on tariffs. Tim Cook, the
$Hesai Group(HSAI)$ Bullish Hesai Technology is the global leader in three-dimensional light detection and ranging (lidar) solutions. The Company’s lidar products enable a broad spectrum of applications across passenger and commercial vehicles with advanced driver assistance systems (ADAS) and autonomous vehicle fleets (autonomous mobility). Hesai's technology also empowers robotics applications such as last-mile delivery robots and logistics robots in restricted areas. As of December 31, 2023, Hesai has shipped over 300,000 lidar units in total. The company’s commercially validated solutions are backed by superior R&D capabilities across optics, mechanics, and electronics. Hesai integrates lidar designs with an in-house manufacturi
$Tesla Motors(TSLA)$ Tesla losing streak thus far is signs of Elon's stress and focus on D. O. G. E., while BYD is busy rolling out FSD across their entire product lineup, his promise to launch driverless robotaxis in 2025 is a massive gamble to keep investors happy with the narrative. I see Tesla likely to dip to $270 before rebounding in the short term.
The DeepSeek Sputnik moment and Nvidia 17% earthquake, what a ride, even $500 billion dollar Stargate couldn't move the needle, but $Arm Holdings (ARM.US)$ went to the moon and back! Even as DeepSeek R1 news fills up my social media feed, every time I get "the server is busy, please try again later", I am gladly reminded that if only they had their hands on the latest Blackwell, it would crazy fast. I believe Nvidia will revisit $150 level, next target of $180 is definitely attainable. Given the low volatility, I also opened a bullish call spread $140/$150 expiry Mar 7 to take advantage of pre-earnings momentum which is already up 15% as we speak. After all, we all need a crocodile jacket too, don't we 😂
$Apple(AAPL)$ What happened to the Apple car which would have catapulted Apple's position as a game changer. Alas, it was Xiaomi that went all in with great success. I always saw Tim Cook as a supply chain man, keeping the gravy train running smoothly and delivering the bacon like clockwork. Obviously, if Apple had a better iPhone on wheels than Tesla but made in China, Trump's tariffs will definitely upset the Apple cart. I have a bearish put spread on Apple, buying a $235 Put and selling a $230 put expiry on 31st Jan. Let's see if we got it right.
$Tesla Motors(TSLA)$ $TSLA VERTICAL 250328 CALL 245.0/CALL 255.0$ No news is good news they say. It has been downhill since the high of $488. I am short again from last night. Let's look at recent activity by Cathie Wood and insider sales. ARKK ETFs Date: Ongoing, with notable net sales since Q3 2024 Details: Net sales of ~900,000 shares across ARK ETFs since Q3 2024 earnings (October 2024), per X posts and commentary. Specific March 2025 sales aren’t detailed daily, but Tesla has been a frequent rebalancing target. Insider Sales of Tesla Stock as of March 20, 2025 Recent Insider Sales
Is it time to revisit FSD related stocks? With$Tesla Motors(TSLA)$ rolling out robotaxis trial in Austin, Texas, $BYD COMPANY(01211)$ announcement of FSD in their complete lineup, commercial FSD stocks like $WeRide Inc.(WRD)$ and$Pony AI Inc(PONY)$ are back in play. WeRide announced a wider partnership with Uber in 15 additional cities and Tencent-backed PonyAI announced partnerships with Uber to rollout self driving services in Middle East. Price wise, WeRide share has retraced from an all time high of $$44 to a recen
【Voting Post】$Uber(UBER)$ $Tesla Motors(TSLA)$ In a strange reversal of fortune, Uber stock price is up 25% today from $60 beginning of 2025, analysts have a proce target of $91-$100 by end 2025. Tesla’s stock has instead collapsed 46% from it's high of $486 to Friday's $263, thanks to plummeting sales in Europe and China. It's CEO's role as head honcho of D. O. G. E. and stand on Ukraine has further polarized Tesla’s business. The launch of 2025 Model Y and trial of FSD in China however has sparked some hope for a revival of the stock. If Tesla’s robotaxis rollout is successful and takes share from