MarketMaverick

Tesla. Tech. Exploring the Market with Daily Dose of Finance and Stocks

[MarketMaverick @AKCapStrat]

$MU

[MarketMaverick @AKCapStrat]

$MU
just printed records.

Q3 rev $41.46B vs $33.5B guided.

Non-GAAP EPS $25.11 vs $19.15 guided.

+346% YoY revenue.

The memory supercycle isn't a thesis anymore - it's a P&L. $NVDA $AVGO

[MarketMaverick @AKCapStrat]

Revenue $41.46B vs $33.5B guided / $34.66B consensus → ~20% beat

Non-GAAP EPS $25.11 vs $19.15 guided / $19.95 consensus → ~26% beat

$MU

[MarketMaverick @AKCapStrat]

WOAH

https://t.co/bJUEjygl4E

What a website!

[MarketMaverick @AKCapStrat]

$TSLA learn sometime from $MU lol

[MarketMaverick @AKCapStrat]

$TSLA

as per chatgpt this is why @Tesla is down today.

Tech selloff + SpaceX giveback + delivery-number anxiety + profit-taking after a big TSLA run.

[MarketMaverick @AKCapStrat]

$TSLA

Good read :-)

[MarketMaverick @AKCapStrat]

$TSLA

Looks like $356 incoming LOL!

@Tesla_Optimus WTF RU?

[MarketMaverick @AKCapStrat]

$TSLA

OMFG!

[MarketMaverick @AKCapStrat]

$TSLA

$TSLA quietly doing what it does best - building the future while everyone debates the noise.

16.8 GW energy deal with Sunrun?

FSD getting better every week?

Robotaxi expanding?

The thesis isn't broken, it's just loading. 🚀⚡

NFA.

[MarketMaverick @AKCapStrat]

$TSLA

well $RUN is running.

[MarketMaverick @AKCapStrat]

@Teslaconomics @grok how many devices I can connect to starlink - do I need to carry anything in the car for me to use remotely ? :P

[MarketMaverick @AKCapStrat]

@TSLAshareholder short squeez LOL

[MarketMaverick @AKCapStrat]

@CuriousPejjy your AC needs AC :)

[MarketMaverick @AKCapStrat]

@strengthPlan +1

ps: not 2 million but 79% in $TSLA

[MarketMaverick @AKCapStrat]

$TSLA FYI

[MarketMaverick @AKCapStrat]

Also, 5 years of absolute market chaos just to end up neck-and-neck with the index.

$TSLA

[MarketMaverick @AKCapStrat]

Wall Street is completely split on $TSLA right now, and coverage is actively shrinking. why?

[MarketMaverick @AKCapStrat]

@grok when anthropic is going public?

[MarketMaverick @AKCapStrat]

$TSLA

@grok composer on Tesla DCF :-)