Gregory, FTA

Tech investor/swing Trader

[Gregory, FTA @gregory_FTA]

$TSLA and $PLTR
The companies of the future.

[phil beisel @pbeisel]

While NVDA fights it out with GOOG, more in the minds of weak-handed investors, TSLA sits there as ultimate hedge. A future built on AI that manifests in physical products.

[Gregory, FTA @gregory_FTA]

Chart structure
Tesla quarterly

[Ellie in Space 🚀💫 @esherifftv]

A Washington man is shaken up, but still standing after a near head-on collision while driving to Utah after the Tesla Shareholder's meeting.

The only reason he's still here for the holidays? He says his Cybertruck SAVED his life, making a split second decision long before a human would be able to intervene.
His message is simple, Full Self Driving Supervised saved his life.

@Clifford98506 shared his story with me in Portland and I think it's a story worth sharing.

Full interview in comments.

[amit @amitisinvesting]

Research scientist at $GOOGL Google DeepMind who works on TPU design about the $NVDA selloff today:

“The selloff shows how clueless the market is about hardware and the demand.”

[Farzad 🇺🇸 🇮🇷 @farzyness]

If you're in the market for a new car in 2026 that is anything BUT a Tesla, and you live in a urban, suburban area, and it's in compact/sedan/SUV form factor, I strongly urge you to NOT buy one without doing research into Unsupervised driving.

Gas car (aka non-autonomous vehicle) depreciation is about to accelerate.

NFA, but something you should really consider.

[The Real Greg Reyes @joceyreyes209]

$EOSE …. I suspect that we will have some major customer announcements as well as the announcement of lines 3&4 in the not to distant future.

This is a power move!

[Jeff Lutz 🔋 @thejefflutz]

$EOSE capital raise now done, oversubscribed (high demand), and 20% higher than planned 👀

Strengthened transaction structure w/Dept of Energy after Trump admin review 👀(good for both parties)

[Gregory, FTA @gregory_FTA]

$EOSE “scale” is the key word
Not sure people are ready for this.
80 million shares short ⏳
2026 should be fun

[Gregory, FTA @gregory_FTA]

$ZETA is going to be a finX darling next year.
Retail is going to love this one.
There's a lot to love tbh.

[Gregory, FTA @gregory_FTA]

$ZETA

[Gregory, FTA @gregory_FTA]

$TSLA ❤️

[Zack @BLKMDL3]

334 miles in with FSD v14.2:

TLDR- It's incredible. I went 143 miles without having to touch my steering wheel today. I did some canyon driving and a ton of highway miles today with zero disengagements. I feel safer with FSD driving than any human l've ever driven with.

This build is insane, it's better than human drivers especially on super curvy roads. Stayed so centered and didn’t touch the line. Parking has gotten better, and the braking is just so smooth. Everyone needs to experience FSD.

Speed profiles are improved in this build- definitely some caps here to prevent speeding in a good way. Speed control has been great, and lane selection is fantastic.
99.8% of my driving since getting v14.2 has been FSD and it's just phenomenal. The other 0.2% has just been moving spots in parking lots or taking it out of my driveway if it's done charging.

Have taken family and friends for rides on this builds and they're all blown away. This was a huge update and some very noticeable changes. I’m so happy with the progress and can’t stop driving it.

Well done @Tesla_AI @aelluswamy, this is the best FSD build of all time- this is 🔥

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

I’ve published a very comprehensive deep dive on exactly this topic, breaking down what makes $IREN unique not just as a cloud provider, but as a full-scale data center conglomerate.

You can read it for free below. Cheers! ✌️

https://t.co/TGc68dQ1Qf

[Gregory, FTA @gregory_FTA]

Just a reminder that $NVDA's forward P/E is 25,
and we're in the early innings of a technological revolution in which they have tentacles in just about every facet.

Core positions I've been adding to/accumulating on weakness:

$TSLA
$PLTR
$AMD
$HOOD
$NVDA

... among others.

We'll always see pullbacks, and it's good to be cautious with short term trades in certain environments, particularly when technicals flash a warning.

Sometimes stocks can go lower than we think, but buying the fear in high quality names is going to pay off long term.

I will continue to go shopping for long term plays when the masses get scared of an imaginary bubble. I get the feeling this was one of many we'll see over the next year or two.

[JP Insights @jpinsights]

The latest WSJ article confirms the aggressive and highly bullish thesis for $AMD.

Lisa Su is completely rejecting the "AI Bubble" concerns, calling worriers "shortsighted" and arguing that the real danger is underinvesting. She has pivoted the entire company, viewing AI as a "once-in-a-lifetime opportunity".

The core of the thesis: The AI/Data Center market will hit $1 trillion a year by 2030, and AMD is positioned as the strong No. 2 to capture that growth.

$AMD is actively stealing market share from $NVDA through aggressive deals and competitive pricing (chips are up to 20% cheaper). Massive contracts with Oracle and the OpenAI deal (deploying 6 GW of capacity) validate their new MI450 chip, which "turbocharges" their roadmap. With Su now also elected as the new chair of the Semiconductor Industry Association, AMD is fully geared for an execution-driven multi-year surge.

https://t.co/IBdeBdWZaI via @WSJ

[Gregory, FTA @gregory_FTA]

$COHR
I don't typically use log charts, but I switch from linear from time to time to see another view. Found this fascinating so wanted to share.

25 year channel.
What happens if that breaks?

[Gregory, FTA @gregory_FTA]

The precision of the highs and lows validation is what really caught my eye. Rare to see that over such a long period, spanning such a range of price points.

[The Real Greg Reyes @joceyreyes209]

$EOSE ….. According to STIFEL in an AI note that they published today.

They believe that we are at the beginning of an AI “space race” that goes well beyond the “Hyperscalers”.

The number one bottleneck for AI scaling that has been repeatedly cited is power.

Eos energy not only helps solve the power bottleneck problem but does it in a way they reduces their energy cost.

Eos energy is literally the only long duration storage option that is available and will be for the at least the next 3 years IMO.

[Mike Alfred @mikealfred]

This piece “IREN - a hyperscaler in the making” by @Agrippa_Inv is fantastic and I highly recommend you read it if you want to understand why IREN is unlike any other company in this ecosystem and a viable candidate for the trillion dollar club in the future.