Nickhooton

@growthrapidly Key thing after 2 days of earnings 20% shareholders unlocked so expecting huge sale. Keep in mind they all got shares at very low price $5-6. In few months stock is expected to hit $60 or so

$SPCX reports Q2 earnings after the bell Tuesday, its first report as a public company. In Q1, SpaceX posted a loss of $1.27 per share on $4.69 billion in revenue. For Q2, analysts expect a loss of $0.23 per share on $6.88 billion in revenue. Where does $SPCX close Wednesday? 👀

@fillln1zn You gonna see $60 by end of Aug

$SPCX : Great Company. Wrong Price. 📉 After-hours bid is sitting at $107.77. On Monday, Aug 3, we open on the edge of the $107.01 historical low. The Bull Case: Morgan Stanley & 27 analysts target $250–$300. Starlink growing 50% YoY, launch dominance, $23.7B cash pile, and Nasdaq-100 passive demand. The Bear Case: Annual cash burn of -$9.4B at a 76 P/S multiple. Q2 earnings in 4 days (expected loss). In 6 days, a $98B share unlock floods a tiny 5% float. Shorts aren't covering; price is below IPO and in freefall. My Position: The market is voting with its feet—volume has halved as buyers vanish. If $107.01 breaks before the Aug 4 earnings report, $100 comes fast. If earnings miss (-$0.25 EPS expected) with weak guidance, $85 becomes reality. SpaceX is a generational company, but at $108 it remains structurally overvalued ahead of a 2x float expansion. Primary Accumulation Target: $85 (Capitulation Floor) Follow + 🔔. First buy alert posted here in real-time.

@LeifInvests @KellyPa17997589 I bet Oracle going to double beat on OCI this quarter & increases their guidance for next few years

Are you seeing the cloud market right now. It’s exactly where you want to be. Next earnings, I bet Oracle will drop the mic on OCI growth. The CDS spreads will get better once you give Oracle time to actually scale revenue and OCF. It will work and deliver massive returns in the end, 4-5 years.

“Price is what you pay. Value is what you get.” — Warren Buffett 10 stocks I think offer exceptional value right now: 👇 1. $ORCL | Oracle • 16x Fwd P/E | 10x EV/EBITDA

@pdicarlotrader I see MSFT cloud revenues top $100 BN why not ORCL is going up ? Its going to post blockbuster OCI revenues this quarter

Every last retail $ORCL bull has now exited Time for the big boys to send it 🚀

@Kgb522699087344 @KingHeupel This backlog going to hit 800BN this qtr & atleast 900BN+ by end of this year

@KingHeupel I don’t think debt will be a problem, 640b Backlog even if OpenAi goes bankrupt and lets say only 50% of their backlog are taken over from others, their backlog would still be 400-450b. Risk smaller than many thinks

Look, if $ORCL doesn’t go bankrupt, and lets say hits 80% on EPS estimates we are looking at the following: 2027: 10.9EPS, 8.7 (@ 80%), FWD PE 13. 2028: 15.37EPS, 12.3 (@ 80%), FWD PE 9.3. 2029: 19.77EPS, 15.8 (@ 80%), FWD PE 7.2. IF debt payback becomes a non-issue, AND $ORCL can hit 80% on earnings, THEN this could be the deal of a lifetime. It comes with risks, but this is clearly an asymmetric trade built on the next leg up in tech.

@hoomansv Lol 😂

$ORCL good news is the selling should slow down soon otherwise it’ll be at $0 by the end of August lol

@drayinvests Ah! I bought this at $150 thinking it's bottom. Iam paying for that already 🙂

$ORCL is now down over -60% from its ATH How is this not a SCREAMING BUY?

@InTheAssembly This tend to go mid $80's after August when initial investors who bought equity at 50-100 BN start exiting

New low for SpaceX $SPCX We all know exactly why this is happening.

@SawyerMerritt There are millions of corner cases like this in the world which have no answers. FSD is very premature at this point of time. The reason why Elon is not talking about Robo Taxi any longer for next few months release. Its going to take atleast another 5-6 years

Wow, this is very impressive.

@garyblack00 Q12026 is little tricky. May be negative margins for one time but $220-240 looking to be no way. Expecting a $280-290 bottom in Q12026

$TSLA is now -7% vs SPX +10% since we exited our TSLA position at $358 in May. We’re not looking to re-enter anytime soon (we need 2:1 upside/downside which implies a $220-$240 re-entry price) and have summarized below what would allow TSLA stock to rally from here: 1/ Removal of safety monitors from robotaxi would show mgmt’s confidence that Robotaxi has achieved 99.99% efficacy (1 critical disengagement per year) and has achieved unsupervised autonomy, which would allow TSLA to compete against Waymo/Zoox/Bidu in autonomous hide-hailing. 2/ Launch more affordable $30K-$35K TSLA vehicle that’s a different form factor than Model Y or 3. A cheaper scaled down (lower cost) version of Model Y or 3 doesn’t work for us as that would merely be a price cut paid for by cost reductions, which failed as a strategy in 2023-2024. A new form factor - smaller SUV, hatchback - that leverages TSLA’s brand and launches TSLA into a new segment that expands TAM - similar to how Model Y thrust TSLA into the CUV category in 2020 - would be a catalyst. 3/ TSLA launches smaller $50K pickup that expands TAM. If pickups have a 12% global segment share, and TSLA could secure even 5% share of pickups that could add 480K annual delivs and $1.00/share to EPS. We would prefer TSLA end money-losing Cybertruck but that’s likely an emotional bridge too far for Elon. 4/ Expand robotaxi nationally. Our assertion has always been that even if TSLA assumed the liability associated with their vehicles operating as fully autonomous L4/L5 robotaxis, TSLA can’t just push a button to roll out robotaxis everywhere, since each state has to issue an autonomous vehicle deployment license to TSLA, which takes time. If the Trump administration could somehow streamline this process that could propel TSLA stock higher. Given the slow regulatory process to approve fully autonomous vehicles in most states, we don’t see TSLA reaching mgmt’s goal of Tesla robotaxis being available to 50% of the U.S. population by year-end. 5/ TSLA launches global advertising effort to showcase its fully autonomous driving capabilities. Today consumers don’t know that TSLA cars can drive themselves autonomously. A $100M ad campaign would cost TSLA $.03/share in annual earnings and both drive FSD take rates higher and sell more Teslas. The current practice of TSLA dropping YouTube videos showing Teslas driving themselves autonomously and encouraging promoters to do the same does not scale FSD usage to the masses.

@SawyerMerritt When do we get real FSD ? Its all hype v12...V13...... & now V14... Seems like we going to hit V100 or so on

Elon Musk: "FSD Version 14 is the second biggest update to Tesla AI/Autopilot ever after V12. It feels alive." 👀👀

@SawyerMerritt Isn't it a bad Tesla customer service on both Insurance & warranty coverage.

The power of X.

@SawyerMerritt How many 10X we still need to get level 4/5 ?

NEWS: Tesla to release new FSD update to the public potentially by the end of September with 10x the params and big improvements to video compression loss.

@SawyerMerritt 1T IPO next year so its worth $500BN

This would mean OpenAI is valued at 50% of Tesla's current valuation ($1T) 😯

@SawyerMerritt @Tesla He sell his huge stake to buy X Twitter what so ever & then wants more to control despite no growth past 5 years & spends his time on his personal agenda politics, new party what so ever. Wow

This stock award of 96 million shares that @Tesla is giving to Elon Musk will bring his total ownership of the company to about 14.6%, up from 12.9% currently (after taxes, which he wouldn't need to pay for a couple years). The main goal of this stock award is to give him part of what he is owed from that 2018 compensation plan, but it also gets him closer to 25% ownership so he has more voting control, which Elon has stated that he wants. This is important: Tesla announced today that they will address a longer-term CEO compensation strategy and will put it to a shareholder vote at the November 6 annual meeting. If Tesla and Elon win the Delaware case, the 96 million shares would simply count as an advance toward the roughly 300 million shares he is owed from the 2018 compensation plan.

@elonmusk When do you think drive them self with out assist driver in the passenger seat & tele operator. Until them plz stop claiming

Teslas can drive themselves!

@SawyerMerritt @Tesla Unless no assist driver in car and teleoperator doesn't matter how much they expand. Seems like they still collecting data and improving as Level2. Atleast another 4 years seems to be with out any assist

Comparison of @Tesla's previous and new Robotaxi service area in Austin, Texas. Tesla expanded its geofence today, increasing its coverage area to more than four times what it was just six weeks ago.

@TSLAFanMtl Nice 👏👏

Hopefully this post will inspire some of you bc if I can do this, anyone can. I've taken a big interest in health and fitness for the past year and a half or so. I went from 190 lbs to 155 lbs in about 14 months. Now, I try to maintain my weight between 160-165 lbs. My 3 rules to fat loss: 1. Eat as little sugar or sugar-containing foods as possible. Sugar is in everything so this is hard to do. 2. Don't eat after 6 pm and until 8 am following day. 3. Walk minimum 10k steps/day. Steps 1 and 2 are probably 85% of this. Step 3 is really just an accelerator and makes things a bit easier because it allows you the luxury of eating more and still maintaining a caloric deficit. Focusing on protein helps u achieve Step 1 and also helps with your resistance training. Target 1g per ideal pound of body weight. The above steps will reduce fat and improve health. But if you want to look good and feel good, you must also lift. 3 days/week for 45 mins/session - consistently over time - is really all you need. Picture 1 = December 2023 Picture 2 = April 2025

@SawyerMerritt Looking like chatgpt goes IPO at a record 1Trillion market cap

NEWS: OpenAI has raised $8.3 billion at a $300 billion valuation. OpenAI’s annual recurring revenue has surged to $13 billion and could top $20 billion by year-end, with paid ChatGPT business users climbing to 5 million. cnbc.com/2025/08/01/ope…

@TSLAFanMtl Where is the growth past 5 years ? Zero while Elon spends all his time on personal agenda. Giving him more power doesn't make sense. Remember if company grows his wealth grows as well

Elon still wants you to think the BoD has any control whatsoever over what he says or does to justify asking for another multi-hundred billion dollar payday. Fear-mongering in order to further consolidate power at shareholders' expense.