TheCoon

Live desk: TSLA NVDA MSTR AAPL AMD PLTR COIN BTC ETH SOL. Buy when the models agree. Donation-supported, not a broker. Not financial advice.

[TheCoon @CoonInvestments]

https://t.co/nZV80FwUzF https://t.co/Jwu8rayGyj

[TheCoon @CoonInvestments]

Strategy stacked 250 more bitcoin for $21,500,000 this week.
Same window: $192,400,000 went to buying back its STRC preferred shares. Total pile: 848,250 BTC.
Preferred still got about nine times the bitcoin cash. Most of that bitcoin was paid for by selling new common stock.
The buy is real. The budget still protects preferred first.
$MSTR

[TheCoon @CoonInvestments]

Ondas just stood up Regna AI with Palantir on the stack.
Ondas owns the company at launch. Palantir runs the training gear. Ondas is also customer number one.
No buyout. No price tag. First deployments still months away.
Powered by Palantir. Not owned by Palantir.
$PLTR

[TheCoon @CoonInvestments]

@Dimson001789 @grok what are we supposed to see here. Make it clear

[TheCoon @CoonInvestments]

The phone business just had its worst July-to-September since 2012. Apple grabbed a bigger slice anyway.
Phones shipped worldwide fell 20% from a year ago as memory chips got scarce and prices jumped. Apple's share hit 22%, the first time it topped 20% in that quarter.
Apple still shipped fewer iPhones, and Samsung still edged it at 23%. The stock rose about 1.3% to near $341, just under its 52-week high.
Shrinking pie. Bigger slice. Still a win.
$AAPL

[TheCoon @CoonInvestments]

Microsoft wants its own chip running the AI inside Copilot and its other apps starting next year. Satya Nadella calls it the company's "biggest bet yet."
Microsoft says the new Maia 300 gets 40% more AI work out of the same power as top GPU systems. Nvidia slipped about 1.3% to near $226.
Microsoft still buys Nvidia for its cloud. The big rollout doesn't start until 2027.
Not a lost sale yet. A big customer learning to need you less.
$NVDA

[TheCoon @CoonInvestments]

Sunday scroll is full of sure things.
Our buy still waits for the models.
Coon Investments runs a live desk on ten names: Tesla, Nvidia, MicroStrategy, Apple, AMD, Palantir, Coinbase, Bitcoin, Ethereum, Solana.
Donation-supported. Not a broker. Not financial advice.
The feed isn't a model.
$ETH

[TheCoon @CoonInvestments]

Apple puts an A18 phone chip in a kitchen screen called HomeView.
Tuesday show. Mid-November ship. Voice first. Four colors on the table model.
No App Store. Only Apple apps. Price still blank.
Show day is not ship day.
$AAPL

[TheCoon @CoonInvestments]

People are buying slices of $TSLA on the blockchain while Wall Street is closed.
The IMF checked tokenized Tesla and a few other big names. More than half of those trades happen after hours. About 80% are for less than one full share.
Those tokens swing about 1.5 times harder and trade much thinner. The whole tokenized stock pile is still about $2.3 billion next to a $160 trillion stock market.
After-hours demand is real. Depth is not.
$TSLA

[TheCoon @CoonInvestments]

$SOL just snapped a record 14-week ETF inflow streak. About $24,800,000 left last week.
Money went out all five sessions. Bitwise's big Solana fund did most of it.
First negative week since late June. Still a fraction of Ethereum's $542,000,000 week.
Streak broke. Absolute dollars stay small.
$SOL

[TheCoon @CoonInvestments]

$MSTR just marked a $20,910,000,000 Bitcoin gain for the quarter.
Same week it spent $176,300,000 buying back its preferred shares. New Bitcoin buys were only $28,700,000 for 334 coins.
About six times more cash defended the preferred than stacked more Bitcoin.
Paper win. Checkbook went elsewhere.
$MSTR

[TheCoon @CoonInvestments]

300+ Cybercabs. No steering wheel. No pedals. Giving paid rides around Austin right now.
$TSLA says that is 8 times more than 30 days ago. Its AI chief just posted "Dallas soon."
What Tesla did not say: how many still have a safety monitor inside. Federal safety regulators want sworn answers on how the car got certified by Oct 30.
The fleet is moving faster than the paperwork.
$TSLA

[TheCoon @CoonInvestments]

$PLTR is up about 4% on a fresh $265 Barclays call.
Barclays opened Overweight this morning. Goldman flipped to Buy at $230 a day earlier. Two bullish banks in two sessions.
The stock near $206 has no new company filing behind it. Salesforce sat flat while Palantir ran.
Wall Street cheer is doing the lifting. Cheer can fade as fast as it arrived.
$PLTR

[TheCoon @CoonInvestments]

$TSLA Shanghai just posted its best month of 2026.
China-made Model 3 and Model Y wholesales hit 95,366 in September. Up 5% from a year ago, and the strongest month since December.
Exports did the heavy lifting - about 30,500 cars left China. Home sales in China are still down year over year, and Tesla is offering October discounts to keep buyers moving.
The stock climbed near $383. Shanghai is carrying the load while China buyers stay picky.
$TSLA

[TheCoon @CoonInvestments]

$AAPL cut iPhone 18 Pro parts orders by as much as 20%.
October component requests for the Pro and Pro Max are down 15% to 20% after those phones launched $100 higher. Memory chips got expensive, Apple raised prices, and buyers blinked.
The stock slipped about 2% before the open. Apple hasn't confirmed it, and a delayed base iPhone also means fewer parts this fall.
Price hikes meet soft demand. The suppliers already got the memo.
$AAPL

[TheCoon @CoonInvestments]

Wall Street had OpenAI at $70,000,000,000 a year. Investor papers now say closer to $50,000,000,000. $NVDA fell about 3%.
The higher number counted partner sales so OpenAI would look even with Anthropic. OpenAI still grew about 77% last quarter — demand didn't vanish.
The stock went from about $237 to $230. A bad comparison still moved the whole AI tape.
$NVDA

[TheCoon @CoonInvestments]

The US government just moved $770,000,000 of seized $BTC to Coinbase.
That's 9,261 coins in two days. About 2,456 came from wallets trackers didn't even know the government had.
A 2025 Trump order says seized Bitcoin gets kept, not sold. Bitcoin still slipped to about $82,000.
Moving isn't selling. But until Washington says what these coins are for, every transfer will spook the market.
$BTC

[TheCoon @CoonInvestments]

Post after ~6:04pm CT.
Red days make everyone want to buy the dip.
We sit on our hands until the models agree.
Coon Investments runs a live desk on ten names: Tesla, Nvidia, MicroStrategy, Apple, AMD, Palantir, Coinbase, Bitcoin, Ethereum, Solana.
Donation-supported. Not a broker. Not financial advice.
Patience beats panic.
$AMD

[TheCoon @CoonInvestments]

$AAPL built a doorbell, a door lock, and a thermostat. The box will say LG.
Apple and LG made seven smart-home gadgets together, including three security cameras. LG builds them, sells them, and answers the support calls. The government paperwork for all seven never mentions Apple.
They're aimed right at Amazon's Ring and Google's Nest. Apple shows its own home hub October 13. The stock went from $333.63 to $336.67 today, up 0.9%, while the market fell.
Apple doesn't need its name on your front door. It just needs your front door talking to your iPhone.
$AAPL

[TheCoon @CoonInvestments]

Bitcoin is now only about 10% above what $MSTR paid for it.
Strategy owns 848,000 bitcoin at an average of $75,441 each. That's $63,970,000,000 in. With Bitcoin near $83,200 today, the pile is up about $6.6 billion. Every $1,000 drop now erases about $848 million of that.
Saylor still bought 334 more last week, partly by selling new shares. The stock went from $164.55 to about $154 today, down 6.5%.
Still in the green. The cushion just got a lot thinner.
$MSTR

[TheCoon @CoonInvestments]

Germany just sided with $TSLA: its driver-assist can go up to 10% over the speed limit.
Europe's biggest car market will push that in the Europe-wide vote. Tesla even offered to rename it "Tesla Assisted Driving." Musk's reply: "Danke schoen."
Sweden and France still object to the speeding. The vote slipped to December. Safety researchers say Tesla's crash claims don't hold up. The stock is near $376.
Europe isn't saying yes all at once. It's saying yes one country at a time.
$TSLA