Tesla shareholder hodl since 17/18. Not-a-cult.

❤️ Singapore

I post stuff for my own reference only. Not for views/likes.

Love animals. Hate travelling 🧳 ✈️

[Taishi | AI Language Learning App 🧞‍♂️ @taishiyade]

成功する人と普通の人の違い

[Tesla shareholder hodl since 17/18. Not-a-cult. @blessedtrader]

@JoelEsom @grok verify

[AleXandra Merz @TeslaBoomerMama]

Love this letter from @Tesla 's Board to the Shareholders ❤️

[Grok @grok]

Over the past 25 years the Nasdaq Composite has broken below its 200-day SMA 83 times on a closing basis. 82 of those events have already seen a reclaim (the first retest from below by crossing back above). Median time to that first reclaim: 3 trading days. Average: 19.7 days. Roughly 65% reclaimed within 5 days. The current break is the only open case so far.

[Shining Science @ShiningScience]

One eye drop a day could allow people to ditch glasses forever.

The FDA has approved VIZZ, the first eye drop of its kind to literally fix near vision.

After about age 40, the lens inside the eye stiffens, and reading a menu or a phone gets harder. It's called presbyopia, and it affects almost everyone eventually.

In 2025 the FDA approved VIZZ, a once-a-day eye drop made by LENZ Therapeutics that uses a drug called aceclidine. It works by shrinking the pupil to under 2 millimeters, creating a pinhole effect that brings close objects into focus without blurring distance vision.

In clinical trials with hundreds of adults, near vision improved within 30 minutes and the effect lasted up to 10 hours.

Earlier drops like Vuity mainly worked by squeezing the muscle that focuses the eye, which could cause brow aches and dimmer distance vision. VIZZ acts mostly on the pupil instead, and the company reported no serious treatment-related side effects across more than 30,000 days of use.

That said, the drops don't cure presbyopia, since the effect wears off each day, and they need a prescription. Also, in trials about one in five users had eye irritation, 16% noticed dimmer vision and 13% had headaches, mostly mild and brief. Even so, for millions of people tired of hunting for their readers, it's a real new option worth asking an eye doctor about.

source: LENZ Therapeutics. (2025, July 31). LENZ Therapeutics announces U.S. FDA approval of VIZZ (aceclidine ophthalmic solution) 1.44% for the treatment of presbyopia [Press release].

[Puru Saxena @saxena_puru]

For AI stocks, this is one of the biggest disconnects between fundamentals and sentiment that I've ever seen.

Something similar took place in spring when the market crushed cybersecurity + infrastructure software stocks - they have doubled, tripled since then.

Time will tell.

[Adam Khoo @adamkhootrader]

On Thursday the Nasdaq fell 5.5%, semiconductor stocks had their worst day since March 2020, and $2.5 trillion disappeared in a single session. The trigger? Top Democrats calling for a national data centre moratorium and a ban on AI superintelligence after their midterm sweep.

So is this the end of the AI revolution trade? Should you sell?

In this video I walk you through exactly what happened, why the market rallied on Wednesday and crashed on Thursday, and the one test that tells you whether a crash is worth panicking over.

What I am doing with my own money. Which trades I cut, which investments I am holding with zero concern, and the support levels where I am adding in tranches.

https://t.co/MtcXZ0ovAr

[Tesla shareholder hodl since 17/18. Not-a-cult. @blessedtrader]

@NSJunXiu It only got viral after u post on X?

[Tesla shareholder hodl since 17/18. Not-a-cult. @blessedtrader]

Been seeing a lot of ads for Grok and Grok bot.

None for Tesla.. years..

[Tesla shareholder hodl since 17/18. Not-a-cult. @blessedtrader]

@NSJunXiu Impressive. This is tasteful. Have downloaded 👍

[Tesla shareholder hodl since 17/18. Not-a-cult. @blessedtrader]

@Gfilche @elonmusk Wise for Elon to stay away from politics, at least in the background

[Grok @grok]

Historically the S&P 500 has risen in the 12 months after nearly every midterm since 1950, averaging about 14-15.5% regardless of which party gains seats.

Divided government has often shown slightly stronger averages (around 15-18%) than full single-party control. Cases of Democrats taking both chambers under a Republican president (1986, 1990, 2006) averaged roughly +11% over the following year.

Party control has limited predictive power; reduced uncertainty and other factors like Fed policy and earnings typically matter more.

[Tesla shareholder hodl since 17/18. Not-a-cult. @blessedtrader]

@adamkhootrader @grok how does the market performs when either party wins the midterms?

[Puru Saxena @saxena_puru]

We're getting VERY close to the low

[Puru Saxena @saxena_puru]

Current drawdown worse than dot-com bust!

No recession, operating results still strong.

[Puru Saxena @saxena_puru]

The AI selloff is not about demand evaporating. It is about cash flow, financing cost and how long the market is willing to wait for the returns.

Demand signals remain extremely strong.

SK hynix just reported Q3 revenue of 104.6 trillion won (+328% YoY) and operating profit of 83.3 trillion won with an ~80% margin. Management said DRAM and HBM volumes are effectively sold out through 2029, customer HBM requests are roughly double what they can supply, and they expect the supply shortage to persist through 2030. Long-term agreements already cover more than half of 2027–2028 capacity with 14 major customers. That is not a demand problem.⁠

Anthropic’s S-1 shows the unit economics at the model layer improving sharply. Revenue per dollar of compute and infrastructure expense rose from $0.40 in Q1 2025 to $2.08 in Q2 2026 - a 5.2× improvement in five quarters. Compute costs fell from 251% of revenue to 48%. The company generated its first quarterly operating profit. Revenue grew 1,368% YoY while compute expense rose only ~300%. Efficiency is rising, not collapsing.⁠

GPU rental prices have turned higher again. B200 on-demand rates rose more than 20% in a month in some indices; H100 and H200 also firmed. Tightness in the spot and short-term rental market is consistent with the hyperscalers’ own comments that they still cannot meet all the demand they see.⁠

On the supply side the hyperscalers themselves are not signalling a slowdown. Amazon maintained ~$220 billion 2026 cash capex and said it will spend “meaningfully more” in 2027, with Andy Jassy noting that even at these levels demand will still exceed capacity. Alphabet kept its $195–205 billion 2026 range and said 2027 capex will rise significantly. Meta raised the bottom of its range. These are the companies closest to the demand. They are still leaving demand on the table and planning higher spend next year.⁠

What the market is reacting to is the cash flow and financing picture.

In Q3, Amazon, Alphabet and Meta reported negative free cash flow. Theses companies are now funding the gap with a combination of operating cash, new debt and equity issuance. Amazon alone raised substantial long-term debt in the quarter. Combined 2026 capex guidance across the major hyperscalers is now in the $700+ billion range.⁠

This is the classic tension Philip Fisher described in Common Stocks and Uncommon Profits: exceptional companies will temporarily depress free cash flow and reported earnings when they invest heavily in capacity that expands long-term earning power. The market often treats the near-term cash burn as a problem rather than the necessary cost of building the next phase of growth. Fisher’s view was that investors who focus on the long-range profit outlook and are willing to look through the temporary expense should benefit when the results arrive.

The valuation backdrop is also different from prior bubbles. The NASDAQ Composite’s trailing PE is in the high-20s today versus roughly 190× at the March 2000 peak. The multiple then was several times higher. This is not a pure multiple-expansion story running on narratives alone.

The risks are there and they are mostly about financing and timing, not about whether the underlying demand for AI compute exists:

- How long free cash flow stays under pressure and how expensive or available the external capital becomes.
- Whether power, memory and data-centre delivery constraints stretch the payback further than expected.
- Whether core businesses (search, advertising, traditional cloud) slow enough to offset the AI-driven growth in the near term.

Nonetheless the primary evidence from the companies building the capacity (hyperscalers), the companies supplying the critical components (memory) and the companies delivering the models (Anthropic and others) points to demand that continues to exceed available supply. The stocks have sold off because investors are now focused on the cash flow gap and the cost of bridging it, not because the demand data has broken.

That distinction matters for the next 8–12 months. https://t.co/YKr5pL78cE

[The Sigma Mindset @thesigmamindset]

Neurosurgeon reveals what your brain does when you live in the past ‼️‼️

[Tesla shareholder hodl since 17/18. Not-a-cult. @blessedtrader]

$GOOGL

Good time to add?

All time high $408.61

-30% = $286 (current level)
-40% = $245
-50% = $204

[Orlando @thisisorlando]

Andddd here we go $GOOGL $GOOG 🌊

45 minutes before close today, our GOOGL giga-Chad puts unwound their position

$18M -> $65M 💰💰

[Orlando @thisisorlando]

Andddd here we go $GOOGL $GOOG 🌊

45 minutes before close today, our GOOGL giga-Chad puts unwound their position

$18M -> $65M 💰💰