To The Moon

I'm going back in a little bit to get my hair 

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 for Tesla?  That’s a pretty bold move. If they can scale it successfully, it could be a major step toward Tesla’s autonomous ride-hailing vision.

I would wait on the regulator before paying 350x for the scaling story. Cybercab carrying real passengers without a wheel or pedals is unquestionably a milestone, but 45 vehicles prove technical viability, not economics. Waymo currently has the stronger evidence: autonomous rides across 14 cities and expansion into three more markets at once. Tesla’s upside is potentially much larger if its camera-only system and owner-operated fleet can scale without Waymo’s infrastructure intensity. But that is precisely what the valuation already assumes. For me, the next Tesla KPI is not another demo or even miles driven. It is how quickly Cybercab can scale from dozens to thousands while maintaining safety and clearing NHTSA scrutiny. Until then, Waymo has the deployment lead while Tesla has the scala

$Tesla Motors(TSLA)$   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

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

Still TSLA fan! Largest robotics company!

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.

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

$S&P 500(.SPX)$ 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

$TSLL$  hope it will get better!

The market is clearly re-evaluating Tesla as an AI/robotics company rather than just an EV manufacturer. However, "sell the news" reactions after major product unveilings are common for TSLA once specs and timelines hit the public. If you're trading momentum, ride the run-up to September 3, but keep risk managed ahead of actual fleet deployment metrics!

Tesla counter-trended a down market (TSLA +5.51% while SPX fell -0.58%) as regulatory filings in Texas confirmed the first batch of dedicated Cybercabs registered under TxMCCS for commercial robotaxi service ahead of Thursday's September 3 Austin event. With Cybercab VINs officially listed alongside Tesla's active Model Y fleet, the market is aggressively front-running the pivot from hardware maker to autonomous mobility provider. But does this move price in real execution or pure hype? Key Factors for Traders to Watch: Commercial Execution vs. Event Hype: Texas self-certification makes the dedicated two-seat, steering-wheel-free Cybercab legally cleared for paid rides. However, wall street bears point to market-implied odds of under 20% for achieving a $30,000 mass-production unit cost th

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

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

Grateful for the Gains, Looking Ahead A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in the markets. Tesla continues to be one of the most fascinating names in the market, with investors watching closely as the company pushes further into autonomy, robotics, Cybercab and the long-awaited Roadster. At the same time, SpaceX represents another major piece of the broader innovation story surrounding Elon Musk, from space technology and satellite connectivity to the possibilities that could reshape entire industries. For me, the biggest takeaway is not simply the price movement, but the importance of having the patience to let a trade develop and the discipline to take profits when the opportunity presents itself. I'm genuinely gratefu

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

Many existing shareholders and insiders have a much lower cost basis, so they may be willing to sell if the price moves significantly higher. Riding the trend and buy back at a lower price later. 

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

Tesla has gone nowhere for almost 5yrs. It is a emotional ride with the ups and downs. investors often lose money due to greed and fear. If you're able to overcome your emotions you will do very well in the long term. Give yourself time for robotaxi, AI, robotics and energy storage to play out. Tesla isn't just a automotive company. They're building something which could revolutionise many things which we can't see in the future. I stay invested and should price goes insanely silly again I will scoop up some shares again. 😉

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

$Tesla Motors(TSLA)$   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

I'm going back in a little bit to get my hair 

45 Cybercabs for Tesla?  That’s a pretty bold move. If they can scale it successfully, it could be a major step toward Tesla’s autonomous ride-hailing vision.

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

$S&P 500(.SPX)$ 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

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

I would wait on the regulator before paying 350x for the scaling story. Cybercab carrying real passengers without a wheel or pedals is unquestionably a milestone, but 45 vehicles prove technical viability, not economics. Waymo currently has the stronger evidence: autonomous rides across 14 cities and expansion into three more markets at once. Tesla’s upside is potentially much larger if its camera-only system and owner-operated fleet can scale without Waymo’s infrastructure intensity. But that is precisely what the valuation already assumes. For me, the next Tesla KPI is not another demo or even miles driven. It is how quickly Cybercab can scale from dozens to thousands while maintaining safety and clearing NHTSA scrutiny. Until then, Waymo has the deployment lead while Tesla has the scala

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.

Still TSLA fan! Largest robotics company!

Tesla counter-trended a down market (TSLA +5.51% while SPX fell -0.58%) as regulatory filings in Texas confirmed the first batch of dedicated Cybercabs registered under TxMCCS for commercial robotaxi service ahead of Thursday's September 3 Austin event. With Cybercab VINs officially listed alongside Tesla's active Model Y fleet, the market is aggressively front-running the pivot from hardware maker to autonomous mobility provider. But does this move price in real execution or pure hype? Key Factors for Traders to Watch: Commercial Execution vs. Event Hype: Texas self-certification makes the dedicated two-seat, steering-wheel-free Cybercab legally cleared for paid rides. However, wall street bears point to market-implied odds of under 20% for achieving a $30,000 mass-production unit cost th

$TSLL$  hope it will get better!

The market is clearly re-evaluating Tesla as an AI/robotics company rather than just an EV manufacturer. However, "sell the news" reactions after major product unveilings are common for TSLA once specs and timelines hit the public. If you're trading momentum, ride the run-up to September 3, but keep risk managed ahead of actual fleet deployment metrics!

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

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

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

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

Grateful for the Gains, Looking Ahead A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in the markets. Tesla continues to be one of the most fascinating names in the market, with investors watching closely as the company pushes further into autonomy, robotics, Cybercab and the long-awaited Roadster. At the same time, SpaceX represents another major piece of the broader innovation story surrounding Elon Musk, from space technology and satellite connectivity to the possibilities that could reshape entire industries. For me, the biggest takeaway is not simply the price movement, but the importance of having the patience to let a trade develop and the discipline to take profits when the opportunity presents itself. I'm genuinely gratefu

Stop thinking about the 480,126 deliveries. The market has had three weeks to process that number. TSLA is still trading below its pre-delivery report levels at $376 to $379. That one fact tells you everything about what tonight's print actually needs to deliver: not more evidence that Tesla can sell cars, but evidence that selling 480,000 cars at $25 billion in capex does not permanently destroy the margin structure that justifies trading at 175 to 180 times forward earnings. Tonight's call is entirely about three numbers. Automotive gross margin. Free cash flow. Cybercab production rate. The first two tell you whether the car business is being sacrificed to fund the future. The third tells you whether the future is arriving on any recognisable timeline. What the Estimates Actually Say Th

Alphabet, Tesla and IBM reported earnings on the same night—and together they offered one of the clearest snapshots yet of where the AI spending cycle stands. Google showed that AI infrastructure can already drive explosive cloud growth. Tesla showed how quickly AI, robotaxi and robotics investment can consume cash before those businesses generate meaningful revenue. IBM showed another side of the cycle: corporate customers are prioritizing scarce servers, memory and storage, while some traditional IT projects are being delayed. The market is moving past a simple question—“Who is investing in AI?”—and focusing on something harder: Who can turn AI spending into revenue, margins and free cash flow? Google: AI demand is turning into cloud revenue Alphabet delivered the strongest operating gro