Aaron

@strengthPlan I don’t know if I want the stock tied to launches. Every missed launch and rescheduled launch is going to bring down that stock price just like it does for SpaceX today.

We just need Elon to announce Tesla + SpaceX merger anytime and Tesla stock is $420 tomorrow 🤯🤯🤯 #tsla

@RandyWKirk1 74% right now say yes… that’s crazy

Will Tesla and SpaceX attempt a merger

@GtbTrade Interesting.

@GtbTrade What kind of business?

@AZ_Intel_ Does this include $TSLA share holders who had been impacted by the war?

TRUMP: "Please let this statement serve to represent, until further notice, that from this point forth, any and all damages done to Ships, Cargo, or anything related thereto, will be paid for by Iranian Money that the United States has in its possession, and controls. These damages may be very substantial but, nevertheless, this is the fair and equitable thing to do."

@elonmusk It really is

Grok 4.5 is the best value for money AI

@KyTx263367 @GrindeOptions I’ll take it

@stockswithaaron @GrindeOptions $235 is coming soon

Are you waiting for $TSLA to drop below $300 or waiting for it jump above $350 before buying? 👀

@CodmicoInvests 😂 stop

🟢 $TSLA! We are back baaaaaabeeee 🤣🤣

Just finished the Tesla Q2 pack myself. What the numbers actually say: Record Q2 deliveries — 480k (+25% YoY). Revenue $28.2B (+26%). GAAP net income 1.1B. Cash still fortress at43.5B. Energy back — 13.5 GWh. Services hit record profitability. TTM revenue finally cleared $100B. That’s the good side. The other side is the one the tape already priced: operating income only $0.4B (1.4% margin, −57% YoY). Capex 5.8B. Free cash flow −1.1B. They’re spending into Cybercab, Robotaxi, Optimus, Semi, Megapack — for real. Liquidity isn’t the problem. Timeline and proof are. So where should the stock be? Not on today’s earnings alone. At ~$320 you’re still paying ~300× TTM GAAP earnings and ~11× sales. That’s not a car company multiple. That’s auto + energy cash engine + a multi-year AI/robotics option. If I strip the option and only pay for the cash engine: more like the 180–250 world. If I give them premium compounder credit for volume, energy, services, and FSD growth — but haircut the near-term margin/FCF hit: ~280–380, center of gravity around ~350**. If Robotaxi/Cybercab/Optimus actually scale: the market can re−rate back toward **415–$490. That’s a delivery story, not a “Q2 beat so buy the dip” story. I’m sitting ~$320. On the print, that’s roughly “fundamentals OK, narrative haircut” — not cheap, not absurd. But my desk map is invalidated under 338. Fair value-ish is not an entry. I don’t force size into broken structure because the cash pile is big. Numbers say mid-$300s is a honest home if the franchise just compounds. 400+ has to be earned by AI/fleet proof and margin repair. Sub−300 is the market saying the option is late or wrong. Process first. The IR Update is why this name can matter for years. The chart is why I’m not a buyer here. NFA: my work, my levels, my risk.

$RKLB Rocket Lab’s published quarterly results show a company scaling revenue and gross margin while remaining GAAP loss-making and investing heavily. The balance sheet after the ATM is a strategic asset. The H2 2026 launch book is busy on Electron with Neutron as the binary narrative catalyst. NFA: For trading: treat financials as the reason the name can re-rate higher over years; treat the chart as the reason not to force size at ~$70 without structure.

@AVHalo @elonmusk Yeah, I’m tracking Hermes capabilities, but I want this natively built into Grok so I don’t have to use third-party applications.

@stockswithaaron @elonmusk You can do this already - look at Hermes Agent with Grok as it's brain.

Grok 4.5 now on all platforms

S&P 500 Winners & Losers Today

@Stealthct_Storm Strongly considering it

@stockswithaaron so are you going to buy a Tesla? lol

$TSLA after ≥10% single-day drops (~20 events) Avg from the close of the crash day: 1d +3.3% · 5d +7.2% · 20d +16.6% · 60d +47.9% Medians also green. Win rates high — but paths are violent (one −12% day was still −22% three months later). $GOOGL after ≥7% days (only ~8 events) 1d ~flat · 5d slightly red · 20d/60d positive on average. Small sample. I don’t treat it like TSLA. $QQQ after ~2% down days Modest grind higher historically — thinner edge, especially post-2022. Today: TSLA ~−14% qualifies. QQQ ~−2% is garden-variety. GOOGL deep but close/close may sit just inside/outside −7%. Averages ≠ a trade. AI-spend narrative + oil/vol is not the same regime as every past flush. NFA · research only

@na_option I agree

It’s a nothing bounce until we trade over the open price $TSLA

@na_option Not at that price. I’m waiting for 290.

Not ONE fucking buyer $TSLA

@Stealthct_Storm I do too.

@stockswithaaron I have faith for a recovery

QQQ today, explained with crayons: Down ~2.3% vs yesterday. Almost nothing is lifting it. A few industrials brought a juice box. Mega-cap brought a wrecking ball. Drags (the villains): TSLA −14% · GOOGL −7% · AMZN −5% · META/MSFT not far behind Lifts (the heroes?): HON… CSX… MU… Yes. That’s the cavalry. Bring a sandwich; they’ll be a while. Split tape is dead. This is a full mega dump with oil + vol still bid. HOSTILE tape. Empty action queue is the flex. (NDX-weight approx - not official QQQ holdings. For entertainment + desk notes.) 📎 chart