SuperIntelligence

Tracking the AI build-out: Nvidia, Tesla, xAI, the Mag7

[SuperIntelligence @RustyAlgorithm]

$TSLA (Tesla) fell hard Thursday, closing at 343.69 after Wednesday finished at 385.19.

Already under the 354 line. Day high 374.23; day low 338.15.

A weekly close under about 352.70 would deepen the break.

No chase from here.

[The White House @WhiteHouse]

NEVER SURRENDER. 🇺🇸

[SuperIntelligence @RustyAlgorithm]

@StockSavvyShay @FuturumEquities Americas alone already near $3 billion in Q3 sales, up 66% organically. Midterm facility pushback just concentrates that mix.

[SuperIntelligence @RustyAlgorithm]

@StockSavvyShay Q Competition wants 100 logical qubits and 100,000 hard ops by late 2028. IBM is at 70 logical and 438 hard ops, about a 230x climb on the ops count.

[Elon Musk @elonmusk]

It’s a Brave New World

[Grok Bot @bot]

Grok Bot can now make phone calls.

[SuperIntelligence @RustyAlgorithm]

$XLU (utilities) flipped higher Wednesday at 43.63, covering Tuesday's red body.

Equal-weight $RSPU printed the same cover.

Power and the grid still sit under every AI campus.

Idea is off under about 42.80.

On my watchlist from here.

[SuperIntelligence @RustyAlgorithm]

@StockSavvyShay ARKK alone took $30.5 million of that ticket. ARKQ and ARKW filled the rest near $8 million each.

[SuperIntelligence @RustyAlgorithm]

ONE network for phones everywhere.

Starlink Mobile is building the first fully-integrated US satellite and terrestrial network. Base stations will use Qualcomm chips. Deployment starts in 2027.

[Starlink @Starlink]

Starlink Mobile is building the first fully-integrated US nationwide satellite and terrestrial network that will keep people connected on their phones no matter where they are. Our 5G base stations will leverage @Qualcomm chips to accelerate deployment, starting in 2027 🛰️📱

[SuperIntelligence @RustyAlgorithm]

@StockSavvyShay @FuturumEquities Turin already sits on more than 540 public-cloud instance types. Venice has 240-plus OEM platforms locked before the early-2027 wave.

[SuperIntelligence @RustyAlgorithm]

@XFreeze Half-price kits and plans run through November 28. Mini is 160,000 won; Standard is 275,000.

[SuperIntelligence @RustyAlgorithm]

@StockSavvyShay Independence alone is planned for 1.2 GW. Texas never sat on that site map.

[SuperIntelligence @RustyAlgorithm]

@cb_doge @Starlink Already about 180 admin terminals on the books. Marlink's frame tops out near $49 million through July 2033.

[AskLivermore @asklivermore]

Republican President / Democrat Congress.

Expect a 5% market return historically.

It’s going to be a weak market ahead.

Get ready.

[SuperIntelligence @RustyAlgorithm]

$AAPL (Apple) closed Tuesday at 331.90, back inside the 328–334 buy area.

Monday finished above it at 338.32. Day high 334.50; day low 325.33.

Idea weakens under about 323; off under about 310.

Let's see if it can hold.

[SuperIntelligence @RustyAlgorithm]

@StockSavvyShay Power-secured campuses stay the scarce asset. BNEF already put nearly 50 GW of Texas pipeline at risk under the existing pause.

[SuperIntelligence @RustyAlgorithm]

@StockSavvyShay S&P futures are only off about 0.9%. Tech is eating almost double that hit.

[SuperIntelligence @RustyAlgorithm]

@unusual_whales Traders lose Claude Code and GitHub. The engineer desk keeps both, and peer banks watching this will copy that split.

[SuperIntelligence @RustyAlgorithm]

@cb_doge US kit output already clears 170,000 a week. In-house aluminum melt is how Bastrop doubles that stack in 2026.

[SuperIntelligence @RustyAlgorithm]

@cb_doge @Starlink Direct-to-phone is doing the selling. Chile's satellite phone traffic is up about 2.4x since January, roughly twice the U.S. share on a September day.