Aaryaman Poddar

[bacon @steve2bacon]

“you’re not wrong, market is just gay”

[Cantonese Cat 🐱🐈 @cantonmeow]

The worst from people comes out when $TSLA crashes.

I have never seen anything that gives this much of a reaction from people.

Even people who have no skin in the game have to give their damn opinion about it.

This is truly a special stock.

[Aaryaman Poddar @arya_podd]

@milkyfilky I need that, thanks

[ALGO DADDY @BestTrader01]

$TSLA - ALGO DADDY is Trying to SAVE Tesla!

Bought $320.81!

@elonmusk = Your Turn!

[Cole Grinde @GrindeOptions]

BUY THE FREAKING DIP IN $TSLA AND $GOOGL.

[unusual_whales @unusual_whales]

A mild morning.

[Whole Mars Catalog @wholemars]

Tesla AI team:
— Puts out FSD 14 Lite for AI3
— Puts out FSD 14.3.5
— Record Q2 deliveries
— Driverless Robotaxis in 6 cities
— Hundreds of driverless cars
— Ashok & team sweating, panting for breath

Guy sitting on his couch tweeting:
Faster you idiots, faster!!!

[CTG Capital @CTGcapita1]

$OKLO

Oklo has one of our favorite setups.

A previous sweep of the lows, followed by a Vshape recovery after taking out all previous stops.

It's also going to leave an island bottom gap up if the overnight move holds.

This is one we wouldn't be surprised at all if it runs all the way back to the 200 SMA from here.

Usually when the sweeps happen, it's a violent recovery leaving all stops and shorts wondering what happened.

A 30-50% move on the stock alone is well within reach here.

[Aaryaman Poddar @arya_podd]

@SeaKingOptions Everyone watching from sidelines, waiting for ER to drop

[Gary Black @garyblack00]

Well said @DillonLoomis. The reality is $TSLA (-15% YTD) has underperformed both $GM (-2% YTD) and $F (+9% YTD), largely because TSLA management continues to overpromise and underdeliver. Does anyone really believe that GM and F unsupervised autonomy platforms are superior to TSLA’s? Of course not. But Elon keeps making outlandish promises such as this one a year ago on the TSLA Q2 '25 conference call: “I believe half of the population of the US will be covered by Tesla's Robotaxi by the end of the year.” The comms at TSLA are sorely lacking and @elonmusk needs to bring on 1-2 adults to shore up credibility.

[Dillon Loomis @DillonLoomis]

With Tesla's Q2 earnings call this week, I'm sadly going in with much different expectations. I really don't know how much we can believe of what Tesla and Elon say

I'm only sharing this with the hope that Elon and Tesla will recalibrate and learn to underpromise and overperform rather than the opposite which creates new, unnecessary attack vectors and disillusionment of many Tesla fans and investors. If these goals are so uncertain, please just don't share them. Say whatever you want internally, but to say them publicly and not even get close does nothing but hurt the company and many following it

In just a few of the most recent calls Elon said the following:

Q2 '25: "I believe half of the population of the US will be covered by Tesla's Robotaxi by the end of the year."

Reality: not even close

Q3 '25: "We do expect to be operating robotaxi in, I think, about eight to ten metro areas by the end of the year."

Reality: 1

Q3 '25: "We expect to be operating in Nevada, Florida, and Arizona by the end of the year."

Reality: none

Q4 '25: "In terms of taxi vehicles carrying paid customers, I think we're well over 500 at this point between the Bay Area and Austin. This will probably double every month type of thing."

Reality: number largely stayed flat and Unsupervised is much smaller

I love Tesla and have been a superfan for well over a decade. I'm not here for short term $TSLA performance. But this is far more than just a one-off mistake or single moment of hubris. This is clearly a trend and as someone who holds Tesla to a higher standard, I'd love to see them do better with setting expectations. And further, if you do miss a timeline that was very public, communicating the reasons transparently would go a very long way to maintaining credibility going forward

[Anand @anandragn]

They say, “Never short a dull market”

What they don't say is it’s pretty hard to LONG a dull market too.

Big couple of weeks ahead with earnings lined up and many of the leading AI stocks already coming off meaningful pullbacks.

What the hyperscalers say about CAPEX remains the wildcard. That said, think the AI trade has already been de-risked decently heading into the big tech earnings.

Basically saying the market could go up or down based on that binary outcome. Mind-blowing analysis, I know.

Adventurous folks can always lead everyone and let us know how it goes :)

[OddStats @OddStats]

Just your friendly reminder that these are the only years where SPX was red in both June and July (as we currently are) in the past 40 years:

▪ 2011 [annual return -0.01%]
▪ 2008 [duh]
▪ 2007 [duh]
▪ 2002 [duh]
▪ 2001 [duh]
▪ 1990 [annual return -6.6%]

[squawksquare @squawksquare]

Throw up 500 random stocks up on the wall, blindfold yourself, throw a dart at the wall and buy the stock it lands on. I'd bet there is a 100% chance it would outperform $TSLA. Just fukin pathetic.

[GURGAVIN @gurgavin]

THIS IS CRAZY TO ME

TRUMP’S SOCIAL MEDIA PLATFORM WILL NOW SELL A LIVE DATA FEED TO FINANCIAL FIRMS

THIS MEANS BIG HEDGE FUNDS CAN NOW GET FASTER ACCESS TO DONALD TRUMP’S MARKET MOVING TWEETS

$DJT

[Cantonese Cat 🐱🐈 @cantonmeow]

$MAGS monthly

[Anand @anandragn]

Most recent $MU $SNDK buyers

[TheBronxViking @TheBronxViking]

$COIN inverse head & shoulders inside the macro double bottom

just waiting for a reason to pop off if it clears $170

[Anand @anandragn]

Every correction begins with chop and churn. Every bear market begins as a correction.

The problem is, no one knows in real time which one will lead to the other.

That’s why we manage risk in real time as the evidence builds and proliferates, and not after the outcome becomes obvious.

By the time it’s obvious to everyone, much of the damage will already be done.