cosmin tocaciu

@amitisinvesting The market maker want to see miracles...spoiled by Palantir Google Nvidia...and not enough...who created these hard to please monsters?

so what did people think about those $NVDA earnings they crushed as always, focused heavily on CPU TAM + capex continuing to grow stock slightly down to flat, no major reaction seems like the street liked it but just wasn’t blown away reaccelerating growth to +90% Q2 now 😳

@Jason @BoostedBoiKyle There is a video of an Uber driver in a Tesla FSD sleeping with sunglasses on 😂

@BoostedBoiKyle Fake FSD doesn’t work with sunglasses or if you’re asleep

My uber picked me up in a Tesla and fell asleep on the highway. I’ve driven with FSD and trust how well it works so I wasn’t worried. It took the exit and drove me to my destination all by itself. He was asleep for 90% of the 20 minute drive haha

@justalexoki He went from Six Pack to Carbdashian diet?

how did he age like 20 years in 2 years

@xleaps You forgot Eel Un Musk

I jokingly told a friend of mine a good investment alpha in AI is “Asian CEOs”. Nvidia — Jensen Huang AMD — Lisa Su TSMC — C.C. Wei Micron — Sanjay Mehrotra Broadcom — Hock Tan Intel — Lip-Bu Tan — He told me he now fully understands Asian power 🤣

@nishkidoonoo Who broke the Tracker?😎

682 robotaxis in the total fleet and unsupervised is actually 41, tracker app is taking forever to update vehicles $TSLA

@keshavchan CARBezos

jeff bezos rebrand needs to be studied

@TheLaurenChen Compare the income in China and USA...that is why.

Why are restaurants so expensive in the West? I'm honestly asking. In Asia people eat out almost every day, there are options cheaper than cooking for yourself. But even "street food" is expensive here. I paid $17 for 4 tacos out of a truck from a guy who spoke no English.

@amitisinvesting Nvidia earnings should be a national holiday 😃

HAPPY $NVDA NVIDIA EARNINGS DAY. Street is expecting $78.9B in Revenue and $1.74 of EPS. Nvidia is up +18% this year and +35% from the March lows. Jensen has consistently said that “you can’t hold the stock back,” because of where the world is going when it comes to token generation. Once again, the entire world will be waiting for what Nvidia can prove and based on the earnings for every other semiconductor company, you’d imagine they raise the guide AGAIN and accelerate growth AGAIN which would continue to reinforce how strong the broader AI story is. But, $SMH is also up 50% this year and semis have had a massive run, so the real question will not be if Nvidia crushes but how much market cap the market will continue to bake into the premium. ALL EYES ON JENSEN TONIGHT.

@KrisPatel99 We live in a very different time, his old school approach to investing is not good for today, we must adapt, learn and be flexible.

Warren Buffet says that the average person should just buy $SPY and chill... yet $BRK.B is sitting on $350B in cash and treasuries... $SPY has plenty of liquidity... yet he's in Cash... One of life's mysteries I suppose...

@surfranchvibes Wait till Tuesday to buy cheap Tesla stock, Trump will attack Iran during the weekend and the whole market will be bloody red.

Anybody holding out on buying more Tesla needs to do it now, Tesla stock is about to pop big done

@RandyWKirk1 @NickGibbsIAG We all want peace but sadly the world Chess players get bored and in 2026 war, hate, assassinations, terrorist attacks are all "normalized" as part of our daily life.

Tesla bottomed out. @NickGibbsIAG has his predictions for what happens next. Impact of China Taiwan talk with Trump? All about Nvidia, unless Trump starts dropping bombs.

@tesla2moon Can they turn these factory models with a steering wheel and pedals into regular Cybercabs for the fleet or they get scrapped?

One of the production version Cybercabs at Houston Robotaxi hub now has a license plate. $TSLA

@rar2028 Encouragements? you need to see more buyers than sellers, simple!

우리 테식이 졌잘싸! 오늘 테식이 하락 마감 했지만 $400때를 지켜냈습니다. 장중 $394까지 내려갔지만 말아올려 $400 위에서 마무리 됐습니다. 비록 4거래일 연속 하락했지만 내일 부터 달릴 수 있도록 많은 격려 부탁드립니다.

@tesla_na Curious about the insurance...what are Tesla drivers paying in average monthly? savings on gas, maintenence and repairs, safety checked but is the insurance going to offset all the savings?

FSD Supervised costs less than many people pay for gas per month

@farzyness Everything is media and political driven.

AI Doomerism is mostly:

@amitisinvesting Double dipping on MUU 🍻

TRUMP: - DELAYING OUR ATTACK ON IRAN - MIDDLE EASTERN OFFICIALS TOLD ME THAT NEGOTIATIONS ARE TAKING PLACE FOR A DEAL markets trying to pump off this

@amitisinvesting Another reverse win for Jim Crammer

OPENAI WINS THE TRIAL AGAINST ELON MUSK. - Musk argued that OpenAI “stole a charity” by converting into a for-profit company after he donated tens of millions to help launch it. - OpenAI’s defense claimed Musk knew about and supported the for-profit plans early on, and only turned against the company after losing influence and later starting his competing AI company, xAI. Looks like OpenAI just cleared one of their biggest hurdles to going public. $TSLA $SPCX

@NickGibbsIAG CC on USO asap? 😃

To all the Subscribers... What did I say this morning!

@NickGibbsIAG They have to go after the "leaders" who don't really care about the country or citizens of Iran. Destroying power plants and infrastructure will only hurt regular innocent people. What is your take on this?

The Market Is FLASHING RED FLAGS! $TSLA sold off 5% on Friday and it's continuing... What do we do? Trump is Preparing for Iran Attacks Round 2 And Can $NVDA SAVE the Market Again? Let's Discuss:

@amitisinvesting But the Rose garden was amazing 🌹😂✌️

The Trump-Xi Summit honestly feels like they got nothing even remotely important accomplished. - China will buy more Boeing Jets...okay, they do that every few years. - China will buy more beef...thanks. Especially because they are just buying what they stopped buying a while ago. - China will join the US to denounce North Korea being a nuclear powerhouse...lol, yes because China and the US both are going to try to seriously get NK to give up nukes. Makes sense. The point of the summit, from my understanding, was for Trump to get Xi to convince Iran to stop the BS and sign a deal. From all reports, Xi not only laughed at the US proposal, but he gave a counter proposal that Trump said hated, going as far to say that he "couldn't get through the first line of it." In fact, the CCP only really wanted to talk about Taiwan, which obviously the US does NOT want to discuss. Bond yields are *literally* exploding up, pacing their Feb 2025 highs because the escalation from Trump over the weekend and the lack of any progress with China makes the market think inflation will once again be the biggest issue this year as CPI and PPI are the hottest since 2022 and oil continues to be over $100. Now, the market doesn't really care...because semiconductors continue to provide all the earnings growth...but I wonder if the market does start to care soon. Just doesn't seem like we resolved anything with Iran in any meaningful way over the past week but hoping the ceasefire stays in place and military escalation isn't on the table.