To The Moon

$Tesla Motors(TSLA)$ $390 has been holding for a while now. Earnings are coming up. I'm looking for a move toward 450.

$Tesla Motors(TSLA)$ Rising oil and gas prices usually act as a tailwind for TSLA. When fuel gets expensive, the lower cost of travel becomes a stronger selling point. That's one of the cleaner demand drivers for Tesla in the current environment.

It's difficult to take a bearish view on robotics, particularly the actuator, bearings, and actuator components market. The reason is that these components make up over 50% of the total bill-of-materials cost for many humanoid robots. According to Morgan Stanley, the humanoid robotics market is projected to grow 300-fold by 2050. A few names I'm keeping an eye on: $RBC Bearings(RBC)$  The humanoid robotics opportunity could be massive relative to its current revenue base of around $50 million. $Regal Rexnord(RRX)$  Management has characterized the humanoid opportunity as something that, "when it takes off, it's going to take off quick." It trades at a significantly lower valuation than RBC. Harmon

$Tesla Motors(TSLA)$ Higher oil prices could lead to more Tesla sales. The Q2 results might show that.

$Apple(AAPL)$ dealers have to buy shares above the call wall squeeze

$Srx Global Inc(SRXH)$ The press release yesterday was the usual buzzwords, but today's feels fundamentally different. If this is just the opening act, the main event hasn't even begun. There could be a significant squeeze ahead. The setup looks to be in place. It could gap up to $7.20 initially, then move toward $12.00. $Palantir Technologies Inc.(PLTR)$  $Strategy(MSTR)$  $Apple(AAPL)$  $AMC Entertainment(AMC)$ 

$Microsoft(MSFT)$ I'm skeptical that we'll hit 350 again, though 365 might be possible.

$Tesla Motors(TSLA)$  I think it's only a matter of time before it reaches $530.10.

$Microsoft(MSFT)$  Holding 2X bull ETF

$Apple(AAPL)$ Premarket is flat as the sun rises, so I'm expecting a green day with a move of +$4.