$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.
My July tips:
β’ $TSLA β Stay away
β’ $HOOD β Skip it
β’ $AMD β Pass
β’ $MSFT β Grab at $375β$382
β’ $META β Snag at $590β$600
β’ $NVDA β Buy at $192β$198
β’ $RKLB β Pick up at $78β$82
β’ $IONQ β Get at $40β$43
Market dropped on Iran/oil news, but software & AI infrastructure stocks stayed strong.
Lesson: Buying on dips is safer than chasing breakouts. Quality tech holds up when fear is high.
Watching $DDOG and $SNOW for setups.
$ASTS should be worth $1K but it's sitting at $75.
$NBIS is $500 material, trading at $220.
$AAOI could hit $450, now at $123.
$HIMS is a $100 stock at $36.
$OSCR could be $50, currently $31.
$ONDS is $20 potential, now $7.
Not guesses β real price targets the market hasn
Zuckerberg talking about Meta getting into AI cloud business shows a huge long-term opportunity. They've got the users and infrastructure to take on AWS, Azure, and GCP.
Biggest perks:
- Ad revenue funds the AI push
- Could be a new money maker from cloud
- $META dips loo
Best 5 US stocks that jumped the most this week πππ
$NBY +2066%
$PFSA +1530%
$BK +813%
$EFSH +600%
$GOCO +416%
Anyone catch a lucky buy and cash in?
Focus on the top stocks and hold them for the long run. Short-term trading isn't for most peopleβunless you've got a guide or you cash out and quit forever.π₯
Top 10 US stocks set to rise next weekπ
$NVDA
$MU
$AMD
$AVGO
$META
$INTC
$TSLA
$MSFT
$AMZN
$NBIS
Stock trends and buy setups for next week:
$SPY | Solid above 740-750 support
$ASTS | Momentum pullback buying opportunity
$MU / $SNDK | Memory sector rotation showing strength
$TSLA | Key weekly level for a possible entry
Big tech earnings: $PEP, $DAL kicking things of
People think these stocks are expensive, but they're actually still cheap. Here's the real potential:
$ASTS: $1,000 potential, trading at $75
$NBIS: $500 potential, trading at $220
$AAOI: $450 potential, trading at $123
$HIMS: $100 potential, trading at $36
$OSCR: $50 pot
$META sniped 555β630 in a week. Clean. Ad engine printing, AI bets loading. Analysts targeting $830+. Hold 610, next glitch 680-700. Tape is king. Not advice. π₯