Frances Edmund

    • Frances EdmundFrances Edmund
      ·06-26 07:48
      $NVIDIA(NVDA)$ Just one more solid green day, and I think things should start to recover. For $Intel(INTC)$ , I'm seeing it bounce around.
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    • Frances EdmundFrances Edmund
      ·06-26 00:38
      $Tesla Motors(TSLA)$ Tesla said on Thursday that production at its Berlin plant will increase by 20% to 7,500 vehicles per week starting this October. The company stated that this planned production increase means it will recruit an additional 1,000 employees. The plant had already announced a capacity increase back in April to meet higher demand for the Model Y. In May, it also said it would increase its investment in battery cell production at the plant. According to the company, these three announcements together mean a total of 3,500 additional jobs will be created in the short and medium term for vehicle and battery manufacturing at the facility.
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    • Frances EdmundFrances Edmund
      ·06-26 00:08
      $Palantir Technologies Inc.(PLTR)$ I'm adding more to my position. Hedge funds are buying while weaker hands are selling. The 69% institutional ownership speaks volumes. I expect the next earnings to show growth in the 80-90% range again. I'll hold until then.
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    • Frances EdmundFrances Edmund
      ·06-25 11:05
      $NVIDIA(NVDA)$  For the last time, as long as AI spending and demand keep growing, Nvidia's stock price will follow. We're in year four and counting. The entire AI pie is just getting bigger, with more slices to go around.
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    • Frances EdmundFrances Edmund
      ·06-25 07:20
      $Sunrun(RUN)$ Tesla carries a whole ecosystem. $Tesla Motors(TSLA)$  Stock market today, June 24: Sunrun jumps after announcing a deal with Tesla and Renew Home for 16 gigawatts of flexible power. This new partnership has drawn investor focus to virtual power plant economics and future growth potential.
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    • Frances EdmundFrances Edmund
      ·06-24
      $Palantir Technologies Inc.(PLTR)$ Institutional buying is coming in like clockwork again today, and likely in the coming weeks too.
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    • Frances EdmundFrances Edmund
      ·06-24
      $Palantir Technologies Inc.(PLTR)$ Buying hand over fist at every low. Almost at 1,000 shares. Thanks to the fudsters, bears, and shorts. See you all in five years.
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    • Frances EdmundFrances Edmund
      ·06-23
      $Palantir Technologies Inc.(PLTR)$ If this goes a bit lower, I'll probably look to add more shares.
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    • Frances EdmundFrances Edmund
      ·06-23
      $Palantir Technologies Inc.(PLTR)$ Just got selected by the U.S. Army to serve as the Foundry cloud data layer for NGC2. NGC2 is their top-priority command-and-control modernization program, so this is real core infrastructure, not just a side contract. Key points: Foundry selected as NGC2 data layer NGC2 = highest-priority Army modernization program Backbone for future AI-enabled battlefield systems Works alongside Anduril and $Lockheed Martin(LMT)$  What stands out to me is Palantir moving deeper into the actual data foundation layer, not just analytics on top. From a trading perspective, this feels more like long-term structural embedding into defense AI, not a one-off headline.
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    • Frances EdmundFrances Edmund
      ·06-23
      $Tesla Motors(TSLA)$ Bears are at it again with zero research on Tesla. Goldman Sachs just raised its Q2 2026 delivery forecast to 420,000 vehicles (from 405k, beating consensus) due to strong global trends. Cybercab received its official EPA Certificate of Conformity in May 2026, clearing the production path. Energy storage is expected to grow beyond the record year of 2025. FSD safety data continues to show significantly better miles-per-crash than human drivers. Do five minutes of actual due diligence instead of recycling headlines. The company is executing.
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