$TSLA reports tomorrow.
Deliveries already beat at 480k+. The market will look past the headline and straight at automotive gross margin (ex-credits) and any update on Optimus. Energy storage continues to grow, but the core vehicle business still drives the narrative.
Tesla has lagged most of the Mag 7 this year. That means the bar is lower, but the stock also has more room to move on a clean margin print.
How I filter it:
Automotive gross margin ex-regulatory credits is the single most important number.
Energy storage growth is the quality secondary story.
Treat any Optimus commentary as pure optionality until it shows up in the income statement.
A solid margin result can force a short-covering rally. A miss on margins will be read as confirmation that the valuation is still too high for a car company.
$SNDK on absolute fire – best performer in S&P this year with massive gains.
Storage plays benefiting from AI infrastructure buildout.
Volatility high but trend intact.
Watching closely.😎
Here's an overlooked supply chain dynamic in the AI semiconductor testing space that deserves more attention:
$TRT continues to rack up significant orders for burn-in boards tailored to next-gen GPU and CPU platforms, serving major North American and European clients. These components are critical for reliability testing in high-power AI environments.
Meanwhile, $AEHR's partner ISE Labs (part of ASE) leverages advanced platforms like Sonoma and FOX for wafer-level and package burn-in services—exactly the kind of high-volume, precision environment where TRT's boards fit seamlessly.
While no direct commercial tie has been publicly confirmed between AEHR and TRT, this setup suggests a natural upstream-downstream flow: TRT's specialized boards feeding into testing services that rely heavily on AEHR's systems. With AI demand accelerating and recent record bookings at AEHR pointing to strong fiscal 2027 visibility ($130M–$150M revenue potential), this indirect linkage could amplify growth for both in the semiconductor reliability segment.
Worth monitoring closely as the AI infrastructure buildout intensifies.
@Stockster001 Interesting take. I've been watching AAPL hover near those levels, but not sure if it's just noise or actual rotation. Leveraged ETFs scare me off anyway.
$AAPL $MSFT $GOOGL Solid Longs!
Traders, money rotating out of semiconductors into quality big tech names like $AAPL, $MSFT, $GOOGL. $SOXL and $QQQ still heavy – stay cautious on leveraged plays.
Recommended Dip-Buy Zones (Approximate):
$AAPL: Suggested buy zone ~$220-230
$MSFT: Suggested buy zone ~$410-430
$GOOGL: Suggested buy zone ~$170-180
Stock Situation Analysis:These mega-cap tech names offer strong fundamentals, diversified revenue (cloud, search, services), and long-term AI exposure. Rotation provides attractive entry points while $SOXL remains volatile.
More investment strategy suggestions
Please go to the introduction section of my homepage
My July tips:
• $TSLA — Stay away
• $HOOD — Skip it
• $AMD — Pass
• $MSFT — Grab at $375–$382
• $META — Snag at $590–$600
• $NVDA — Buy at $192–$198
• $RKLB — Pick up at $78–$82
• $IONQ — Get at $40–$43
Market dropped on Iran/oil news, but software and AI infra stocks stayed strong.
Lesson: Adding carefully on dips works better than chasing breakouts. Quality tech holds up when fear is high.
Keeping an eye on setups like $DDOG and $SNOW.
$ASTS should be worth $1K, but it's at $75
$NBIS is a $500 stock, selling for $220
$AAOI should be $450, currently $123
$HIMS is worth $100, now $36
$OSCR target is $50, trading at $31
$ONDS is a $20 stock, only $7
These aren't guesses — they're actual price t
Zuckerberg talked about Meta getting into AI cloud business — that’s a huge long-term play 🚀 They’ve got the user base and infrastructure to go after AWS, Azure, and GCP.
Key stuff:
– Ad revenue funds AI push
– Cloud could be new cash cow
– $META dips worth watching
Forget chasing the hottest chip stocks right now...
Check out these 5 with just as much potential:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this post. You’ll be glad you did. Early movers get the gains! 🚀