GrowWithVince

Follow me for expert market insights💡, real-time stock updates📈 options trading ideas☝️ Not financial advices. $TSLA $OSCR $AMD $AMZN $META

[GrowWithVince @GrowWithVince]

Portfolio Update🚨

1. Long-term shares of $NOW were purchased.
2. Shares of $NVDA and $ADBE were reduced to preserve cash for potential dips and opportunities.

**Notes:**
* The VIX is at 15, indicating a potential time to sell some profits.
* Fear and Greed indices are at 61.

**Next Steps:**
* We will wait for Tesla to make its Optimus 3 reveal and consider trimming some Tesla shares.

**Performance:**
The trading account has increased by 85% for the year. Options selling and Leap have been particularly successful this year.

**Top 5 Holdings:**
* $TSLA
* $AMD
* $AMZN
* $OSCR
* $META

**Your Portfolio:**
What are your top five holdings?

Please share your thoughts and suggestions for portfolio adjustments in the comments.

[Cole Grinde @GrindeOptions]

HUGE NEWS: $TSLA has just applied for their Robotaxi permit in the state of Nevada that will allow up to 5,000 Robotaxi vehicles.

That will be more Tesla vehicles in one state than Waymo has in their entire fleet.

[GrowWithVince @GrowWithVince]

Who want 🌮 tacos

[The Kobeissi Letter @KobeissiLetter]

BREAKING: S&P 500 futures erase all losses and turn green after President Trump says Israel has "no choice" but to accept an Iran deal.

[GrowWithVince @GrowWithVince]

Betting on a supplier of sterling might be a better idea than buying SpaceX

I’ll look into it Monday morning

Like if you want more info

[TrendSpider @TrendSpider]

🚨 A ridiculous $56,000,000 bet was just placed on Starlink supplier STMicroelectronics to move +40% in the next 4 months.

STMicroelectronics is the primary chip manufacturer for Starlink, having shipped more than 5 billion RF antenna chips to SpaceX to date.

With the historic SpaceX IPO right around the corner, someone dropped $56M on OTM $100 strike calls on $STM expiring in October.

The stock currently trades at $70/share.

[Brett Adcock @adcock_brett]

3 years ago we only had 2 humanoid robots…Never thought I’d say this, but we’re now building so many robots that we need storage space for them

[GrowWithVince @GrowWithVince]

Which one would you rather invest your money during this dip?

$MU $SNDK

[GrowWithVince @GrowWithVince]

@Ze1ooooo Options are useful to play the market and make money even when it’s going down!

Well done friend !

[GrowWithVince @GrowWithVince]

How do you profit from a sell-off with options?

You can sell a cash-secured call if you have the shares, agreeing to sell your 100 shares if the stock is below strike by expiration. You keep the premium.

Target a 0.25-0.35 delta.

Or you can sell a cash-secured put if you think this won’t continue downward much and collect premium for shares you don’t have.

The sweet spot for this is a 0.15-0.25 delta.

That’s what we did with $BE. My contract expires in 7 days—if it stays above 205, I keep the $1,700 premium.

[GrowWithVince @GrowWithVince]

Jensen "AI is a 5-layer cake” Energy → Chips → Infrastructure → Models → Applications"

That's why we bought $BE Put options bringing home $1830 in 36 days.

The tradeoff ? If it was below I would have bought 200 shares.

Not a bad entry if you ask me 👀

What is your best performing energy stock ? What's your return ? Like and Follow for more.

[GrowWithVince @GrowWithVince]

Market chose violence today

[GrowWithVince @GrowWithVince]

In a seA of red $OSCR 🔆

[GrowWithVince @GrowWithVince]

In a seA of red $OSCR 🔆

[GrowWithVince @GrowWithVince]

You woke up on the right foot but market didn’t

[GrowWithVince @GrowWithVince]

👀 Up we go ‼️

[Peter DiCarlo @pdicarlotrader]

Support held $NVDA

Bullish squeeze continues 🚀

[GrowWithVince @GrowWithVince]

Stock update $OSCR

THIS STOCK IS GOING BALISTIC

told you to buy the dip ! Oscar has so much room to grow, it might be might greatest investment of the last year.

[GrowWithVince @GrowWithVince]

Don’t FOMO at 1.75 Trillions it’s not worth it. A 50% move would send it at 2.62T which is the market cap of $AMZN ….

Always check your risk/reward here it’s not worth it at all!

[LEAPTRADER @LEAPTRADER_]

Okay who’s buying the $SPCX IPO?

[GrowWithVince @GrowWithVince]

@AlphaJames @LEAPTRADER_ I hope your young and have a 10 years horizon

[GrowWithVince @GrowWithVince]

Pump it more Goldman Sach !

Don’t get fooled by those guys, we can wait quarter release , no need to FOMO

[Shay Boloor @StockSavvyShay]

Goldman Sachs projects SpaceX AI revenue could grow 100x to $322B by 2030 making AI the core case behind its reported $1.8T IPO valuation.

The forecast assumes total revenue reaches $474B by 2030 with AI becoming the largest segment ahead of Starlink and launch.

[GrowWithVince @GrowWithVince]

@TrendSpider More like 2x …. 4B to 8B

[GrowWithVince @GrowWithVince]

How much is the $TSLA investment worth after SpaceX IPO ( 1,5T )?

The Tesla investment in xAI is now indirect exposure to SpaceX. At the $1.75T hypothetical, it’s worth ~$2.8B to Tesla (a ~40% paper gain on the original $2B)

[GrowWithVince @GrowWithVince]

Why I’m Not Excited About a SpaceX IPO Right Now

If you want the short version: I’d wait for a much better entry.

The market is running hot — VIX at 15, greed is high, and everyone is flexing massive one-year returns. That’s exactly when big IPOs tend to price in perfection.

Here’s my detailed breakdown of SpaceX’s business:

• Space (Rockets & Missions): ~$4.1B revenue (22% of total). Still operating at a loss or very low margins due to massive R&D spend on Starship and Falcon programs.

• Connectivity (Starlink): ~$11.4B revenue (61% of total) — the real profit engine. Generated strong operating profit ($4.4B in 2025) and continues growing fast with millions of subscribers.

• AI (xAI division): ~$3.2B revenue but heavily loss-making. Massive capex ($12.7B in 2025 + another $7.7B in Q1 2026) is creating big operating losses.

Overall Picture (2025):$18.7B total revenue but still ~$2.6B operating loss and ~$4.9B net loss. Starlink is subsidizing heavy investments in rockets and especially AI compute.

This setup means ongoing cash burn and potential future share dilution. In my view, it carries even higher execution and profitability risk than $TSLA at similar stages.

I remain long-term bullish on SpaceX’s vision — but the current IPO timing and valuation look aggressive given the fundamentals.

Would you buy SpaceX at IPO, or are you waiting for a better setup?

Drop your thoughts below 👇 Like if you value honest, numbers-driven analysis and follow for more unfiltered takes on big market opportunities.

[GrowWithVince @GrowWithVince]

Stock Update:
$AVGO posted a +1,82% EPS surprise but missed on revenue

[GrowWithVince @GrowWithVince]

Us in 20 years:

Robot, Robots everywhere

[NVIDIA Robotics @NVIDIARobotics]

New NVIDIA physical AI agent-ready skills are changing how robotics researchers work. 🤖

With NVIDIA robotics skills, researchers can automate the most common development steps from scene preparation to simulation and learning with Omniverse libraries, Isaac frameworks, and physical AI open datasets.

Specialized skills like Isaac Mobility extend that even further.

Learn more ➡️ https://t.co/WwGv2XYpEi

[GrowWithVince @GrowWithVince]

@StockSavvyShay Hey Shay !

Good news , we need to ask ourselves now is the expansion fully funded. If not we could see more shareholders dilutions.