@ronjonbSaaS Yes TSLA should come out with SUV and also look great with price conscious.
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M Dev
1.9K posts
BREAKING 🚨
Tesla $TSLA is developing a smaller & cheaper SUV
Reuters@Reuters
Exclusive: Tesla is developing an all-new smaller, cheaper electric SUV, four people familiar with the matter told Reuters reut.rs/4spru2j
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Elon Musk just told you where the AI race ends.
Not at the algorithm.
Not at the silicon.
At the wire.
Musk: “By the end of this year, chip production will outpace the ability to turn chips on… The chips are going to be piling up.”
The most advanced hardware ever built by human hands.
Stacked in warehouses.
Cold. Dark. Useless.
Not because we couldn’t build them.
Because we couldn’t generate enough power to wake them up.
Silicon Valley spent three years fighting a brutal war over chips.
They won.
And walked directly into physics.
You can scale a factory to print a million GPUs.
You cannot print a gigawatt.
We are building digital brains faster than we can build the blood to run them.
The bottleneck for artificial superintelligence is no longer the code.
It is the grid.
Every chip sitting dark in an American warehouse is not a supply chain failure.
It is a policy failure.
We are building the most powerful cognitive weapons in human history.
And we are legally prohibited from switching them on.
Permitting a new power plant in America takes years.
Our adversaries don’t wait for zoning permits.
Solar farms. Nuclear plants. Both. At scale. Right now.
We will not lose this race because we lacked the genius.
We will lose it because a bureaucrat had to sign a form before we could flip the switch.
The war runs on watts.
Whoever powers the machine inherits the future.
The math doesn’t care about our politics.
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NASA has launched four astronauts on Artemis II sending humans back into deep space for the first time in more than 50 years.
The 10-day mission will take Orion roughly 600,000 miles around the Moon as NASA tests systems ahead of its next planned lunar landing mission.
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$FSLY - Fastly is the layer that makes the internet faster, safer, and closer to users.
Early Stage 2 leader in an Agentic AI cycle:
- Agentic AI tailwind (more API calls-more edge traffic)
- Stage 2 uptrend
- 4 year base breakout
- Edge + security
This is where real-time AI traffic gets handled.
Venu@Venu_7_
Why Agentic AI is a major tailwind for Fastly $FSLY: When you ask ChatGPT a question, you visit one website. When an AI agent answers that same question, it can crawl 10, 20, sometimes even more websites to synthesize the answer - all in seconds. That’s a traffic multiplier. And a portion of that traffic flows through edge networks like Fastly for their customers. Fastly’s data shows bots already account for a meaningful share of web traffic. AI crawlers are driving a growing portion of requests and we’re still early. Now layer on agentic AI - autonomous agents that don’t just browse, they take action. They compare prices, book flights, fill forms, and run workflows. Each agent can generate significantly more requests than a typical human user. Every request needs low-latency delivery, security filtering (good vs bad bots), and compute at the edge. That maps directly to Fastly’s stack: - Edge delivery (handles traffic) - Security / bot management (filters traffic) - Edge compute (runs logic closer to users) As the internet shifts toward agent-driven workflows, the edge becomes more critical. The agentic internet is emerging and Fastly is positioned to benefit from that shift.
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@StockOptionCole Cole why did you close the ones at 04/17 . Can you please let me know your logic
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OPENED & CLOSED POSITIONS TODAY
Opened $MU 4/10 335C @ 15.85
STO 6x $HOOD 4/10 75C @ .90 $540+ premium 600 of 800 shares covered
STO 2x $RKLB 4/10 68C @ .95 $190+ premium
STO 2x $ASTS 4/2 86C @ .57 $114+ premium
Closed $NFLX 4/17 94C for 12%+
Closed $NBIS 4/2 98C for 2%+
Closed $AAPL 4/10 245P for 44%-
Closed $CEG 4/17 320C for 95%-
Closed $MSFT 4/6 365C for 65%+
Closed $ASTS 4/2 95C for 97%+ (covered calls)
Closed $RKLB 4/2 70C for 92%+ (covered calls)
Closed $NFLX 5/15 100C for 10%+ (covered calls)
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$FSLY +30% in 2 days after a clean 21EMA backtest.
If you missed $18, that retest was the second entry.
Next major level: IPO VWAP $35.6 - expect consolidation or a pullback there.
Still long from $18.
Venu@Venu_7_
$FSLY - about to test the 21 EMA for the first time since the power earnings gap candle with very less distribution. Also retesting the 4-year base. Within the theme, $AKAM and $DOCN are showing relatively stronger price action.
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34th launch & landing of the same rocket
SpaceX@SpaceX
Falcon 9’s fleet leader booster completes its 34th launch and landing
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@anandragn Thanks Anand I have a put spread at 110p -1 and 100p-1 for April 10 th . Is it safe to hold
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@BillAckman You don’t have to agree with Bill Ackman, but you should at least listen.
There’s a reason he’s where he is.
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Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.
One of the best times in a long time to buy quality.
Ignore the bears.
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I’m on the steady road to 200 lbs. I’m thinking 8 weeks away :)
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If you are buying $AMZN, $MSFT, and $META.
Let’s be friends lol.
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Great family day celebrating this little guy’s 7th birthday.
Wanted to make it extra special since it’s his last one before the baby comes and steals all the attention 🙃
Shay Boloor@StockSavvyShay
We’re not just building a portfolio anymore Our baby boy arrives in less than 10 weeks 🍼
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I sold my $TSEM today for +33%.
Great move, but in this environment a lot of breakouts are failing.
Taking a +33% in a week makes sense. Onto the next one.
Venu@Venu_7_
If you missed $LITE, $COHR, $AAOI - watch $TSEM Pure-play silicon photonics foundry powering the AI optical stack. SiPho (Silicon Photonics) revenue doubled in 2025 on hyperscaler demand. 70%+ capacity already booked through 2028. Partnered with $NVDA on next-gen optical modules. While others make components - $TSEM is the foundry behind it.
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BREAKING🚨 🚨
🇮🇷 Iran has announced that only five countries are allowed to use the Strait of Hormuz.
1. China
2. India
3. Pakistan
4. Iraq
5. Guess 5th country name?
See more….
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$TSEM +40% in 6 days
$FSLY +55% in 1 month
Both names I’ve shared here.
Focus has been on optics, photonics, and edge cloud - that’s where the strength is showing up.
Just following the themes that are key bottlenecks for AI.
Plenty more coming from here.
Venu@Venu_7_
If you missed $LITE, $COHR, $AAOI - watch $TSEM Pure-play silicon photonics foundry powering the AI optical stack. SiPho (Silicon Photonics) revenue doubled in 2025 on hyperscaler demand. 70%+ capacity already booked through 2028. Partnered with $NVDA on next-gen optical modules. While others make components - $TSEM is the foundry behind it.
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